53 HOUSE LLP
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
No stake currently held at or above 5%.
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 1 exited, below-5% or retired stake
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2025-04-30, active share 93.8%; sector active share 63.3% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Portfolio Trend
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 69.3% | $78,462,242 |
| Consumer Cyclical | 13.9% | $15,779,279 |
| Technology | 13.9% | $15,775,300 |
| Communication Services | 2.9% | $3,246,714 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIK | Viking Holdings Ltd | 396,963 | $15,779,279 | |
| CI | Cigna Group | 34,638 | $11,395,902 | |
| WDC | Western Digital Corp | 280,201 | $11,328,526 | |
| HUM | Humana Inc | 36,921 | $9,769,296 | |
| SNDK | Sandisk Corp | 93,400 | $4,446,774 | |
| NTES | NetEase, Inc. | 31,546 | $3,246,714 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TAL | TAL Education Group | 1,546,820 | $15,499,136 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 86,361 | $45,231,573 | 39.93% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
NEW | 396,963 | $15,779,279 | 13.93% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Added | 152,073 | $12,065,471 | 10.65% | |
| CI |
Cigna Group
Healthcare
|
NEW | 34,638 | $11,395,902 | 10.06% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 280,201 | $11,328,526 | 10.00% | |
| HUM |
Humana Inc
Healthcare
|
NEW | 36,921 | $9,769,296 | 8.63% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 93,400 | $4,446,774 | 3.93% | |
| NTES |
NetEase, Inc.
Communication Services
|
NEW | 31,546 | $3,246,714 | 2.87% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.