53 HOUSE LLP

Top 10 holdings weight100.00%

Top 25 holdings weight100.00%

Positions above 1%8

Effective number of positions4.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions6

Increased2

Decreased0

Closed0

Portfolio value $113.3M #8,158 of 9,337 by 13F value · top 87.4%

Positions 8

As of March 31, 2025 Data as of Q1 2025

Sector breakdown

Health Care 69.3%

Consumer Discretionary 13.9%

Technology 13.9%

Communication Services 2.9%

					Streak
UNH UnitedHealth Group Incorporated Common Stock (DE)	$45,231,574	39.93%	86,361	$10,774,414	Up ×1
VIK Viking Holdings Ltd Ordinary Shares	$15,779,279	13.93%	396,963		Up ×1
ILMN Illumina, Inc. - Common Stock	$12,065,472	10.65%	152,073	$195,921	Up ×1
CI The Cigna Group Common Stock	$11,395,902	10.06%	34,638		Up ×1
WDC Western Digital Corporation - Common Stock	$11,328,526	10.00%	280,201		Up ×1
HUM Humana Inc. Common Stock	$9,769,297	8.63%	36,921		Up ×1
SNDK Sandisk Corporation - Common Stock	$4,446,774	3.93%	93,400		Up ×1
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares	$3,246,714	2.87%	31,546		Up ×1
No matches

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
VIK	$15,779,279	396,963	13.93%
CI	$11,395,902	34,638	10.06%
WDC	$11,328,526	280,201	10.00%
HUM	$9,769,297	36,921	8.63%
SNDK	$4,446,774	93,400	3.93%
NTES	$3,246,714	31,546	2.87%

Security	Action	Shares Δ	Value Δ
UNH	Bought more	+18K	+$10.8M
ILMN	Bought more	+63K	+$196K