53 House LLP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), 53 House LLP reported 3 stock positions worth $61.8 million. Its top holding was Unitedhealth (UNH) at 55.7% of the portfolio, followed by Tal Education Group- ADR (TAL, 25.1%) and Illumina (ILMN, 19.2%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and added to 1. The biggest buy was a new position in Illumina (ILMN) and the biggest sale an exit from Six Flags Entertainment (SIX).