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O'Connor Alternative Investments LLC

Location
NEW YORK, NY
Portfolio Value
Mid $1,064,934,228
Diversification
Diversified
Filing Date
Mar 31, 2026
Global Rank
#1,694 / 8,604 · as of Mar 2026
Top Industry
Medical Instruments & Supplies 24.3%
Period ended 3 months ago
Filed May 15, 2026 · 55d

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+0.4%
SPY
+1.0%
Annualised alpha
Max drawdown
−0.4%

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

89 positions · as of Mar 31, 2026
Top Position
22.1%
of portfolio value
Top 5
67.0%
of portfolio value
Top 10
83.7%
of portfolio value
HHI
1,135
Diversified

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Healthcare 38.1% $405,586,002
Industrials 20.0% $213,241,272
Financial Services 13.0% $138,084,587
Consumer Cyclical 11.9% $126,337,956
Unclassified 8.9% $94,740,496
Technology 8.1% $86,765,057
Consumer Defensive 0.0% $178,858

Portfolio Positions

Export CSV View 13F filing
89 positions · $1,064,934,228 total · as of Mar 31, 2026
Showing 1–50 of 89 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History