Jeereddi Investments, LP
Filing Date
Global Rank
#5,769
/ 6,949
▼ 370
· as of Dec 2022
Top Industry
Credit Services
18.9%
3Y Alpha vs SPY
+0.9%
Period ended 3 years ago
Filed Feb 14, 2023 · 3y
12 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+78.5%
SPY
+75.5%
Annualised alpha
+0.7%
Max drawdown
−18.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Dec 31, 2022 · Δ vs Sep 30, 2022Top Position
31.6%
−17.1 pts
Top 5
59.8%
−10.5 pts
Top 10
73.0%
−8.5 pts
HHI
1,285
Diversified−1,255
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.6% | $12,642,935 |
| Consumer Cyclical | 17.6% | $6,068,954 |
| Financial Services | 13.5% | $4,652,986 |
| Communication Services | 8.1% | $2,805,535 |
| Technology | 6.5% | $2,259,630 |
| Healthcare | 6.0% | $2,086,425 |
| Energy | 5.3% | $1,829,104 |
| Industrials | 2.7% | $936,966 |
| Consumer Defensive | 1.7% | $581,486 |
| Basic Materials | 1.3% | $444,934 |
| Real Estate | 0.6% | $201,967 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DVA | Davita Inc. | +3,000 | 5,557 | $414,941 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 1,623 | $220,208 | |
| No positions match the current search. | ||||
33 positions ·
$34,510,922 total
· as of Dec 31, 2022
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 28,500 | $10,899,255 | 31.58% | |
| VIPS |
Vipshop Holdings Ltd
Consumer Cyclical
|
Reduced | 251,100 | $3,425,004 | 9.92% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 7,228 | $2,513,392 | 7.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 24,461 | $2,158,194 | 6.25% | |
| V |
Visa Inc.
Financial Services
|
Held | 7,843 | $1,629,461 | 4.72% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 5,079 | $1,218,045 | 3.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,000 | $1,065,120 | 3.09% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 3,328 | $798,586 | 2.31% | |
| DHT |
DHT Holdings, Inc.
Energy
|
Held | 87,923 | $780,756 | 2.26% | |
| FLR |
Fluor Corp
Industrials
|
Held | 20,656 | $715,936 | 2.07% | |
| GLD |
Spdr Gold Trust
|
Held | 4,000 | $678,560 | 1.97% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
Held | 6,571 | $671,687 | 1.95% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
Held | 1,909 | $647,341 | 1.88% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 8,271 | $616,106 | 1.79% | |
| CWH |
Camping World Holdings, Inc.
Consumer Cyclical
|
Held | 27,559 | $615,116 | 1.78% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,079 | $572,064 | 1.66% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 6,063 | $534,089 | 1.55% | |
| GRBK |
Green Brick Partners, Inc.
Consumer Cyclical
|
Held | 21,127 | $511,907 | 1.48% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Held | 14,914 | $510,133 | 1.48% | |
| RIG |
Transocean Ltd.
Energy
|
Held | 95,558 | $435,744 | 1.26% | |
| MU |
Micron Technology Inc
Technology
|
Held | 8,513 | $425,479 | 1.23% | |
| DVA |
Davita Inc.
Healthcare
|
Added | 5,557 | $414,941 | 1.20% | |
| TROX |
Tronox Holdings plc
Basic Materials
|
NEW | 25,597 | $350,934 | 1.02% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Held | 6,233 | $311,151 | 0.90% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 6,675 | $305,114 | 0.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,703 | $300,834 | 0.87% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 1,551 | $276,372 | 0.80% | |
| VAL |
Valaris Ltd
Energy
|
NEW | 3,676 | $248,571 | 0.72% | |
| GNK |
Genco Shipping & Trading Ltd
Industrials
|
Held | 14,390 | $221,030 | 0.64% | |
| CMBT |
Cmb.Tech NV
Energy
|
Held | 12,771 | $217,617 | 0.63% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Held | 1,489 | $201,967 | 0.59% | |
| ET |
Energy Transfer LP
Energy
|
NEW | 12,335 | $146,416 | 0.42% | |
| KRO |
Kronos Worldwide Inc
Basic Materials
|
NEW | 10,000 | $94,000 | 0.27% |