53 House LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), 53 House LLP reported 8 stock positions worth $113.3 million. Its top holding was Unitedhealth (UNH) at 39.9% of the portfolio, followed by Viking (VIK, 13.9%) and Illumina (ILMN, 10.7%). Compared with Q4 2024, it opened 6 new positions, sold out of 1 and added to 2. The biggest buy was a new position in Viking (VIK) and the biggest sale an exit from Tal Education Group- ADR (TAL).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001636974
- Portfolio Value
- $113.3M (Q1 2025)
- SEC Filing
- 0001636974-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 8 stocks · $113.3M
| UNH Unitedhealth Group Inc. | 39.93% | 86,361 | $45.2M | Add +26.8% |
| VIK Viking Holdings Ltd. | 13.93% | 396,963 | $15.8M | New |
| ILMN Illumina Inc. | 10.65% | 152,073 | $12.1M | Add +71.2% |
| CI The Cigna Group | 10.06% | 34,638 | $11.4M | New |
| WDC Western Digital Corp. | 10.00% | 280,201 | $11.3M | New |
| HUM Humana Inc. | 8.63% | 36,921 | $9.8M | New |
| SNDK Sandisk Corp. | 3.93% | 93,400 | $4.4M | New |
| NTES Netease Inc.-ADR | 2.87% | 31,546 | $3.2M | New |
Portfolio Sells Q4 2024 → Q1 2025
| TAL Tal Education Group- ADR | Sold out | 0.00% | −25.07 |
Portfolio Buys Q4 2024 → Q1 2025
| VIK Viking Holdings Ltd. | New | 13.93% | +13.93 |
| CI The Cigna Group | New | 10.06% | +10.06 |
| WDC Western Digital Corp. | New | 10.00% | +10.00 |
| HUM Humana Inc. | New | 8.63% | +8.63 |
| SNDK Sandisk Corp. | New | 3.93% | +3.93 |
| NTES Netease Inc.-ADR | New | 2.87% | +2.87 |
| ILMN Illumina Inc. | Add +71.2% | 10.65% | −8.55 |
| UNH Unitedhealth Group Inc. | Add +26.8% | 39.93% | −15.80 |