53 HOUSE LLP Diversified Active

Location: London, United Kingdom

CIK: 0001636974 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value: $113M (100.0% shares, 0.0% debt)

Holdings (8)

UNH UNITEDHEALTH GROUP INC 39.9%

Value $45.23M Shares 86,361 Est. Cost $490.56 Unrealized +1.8%

VIK VIKING HOLDINGS LTD 13.9%

Value $15.78M Shares 396,963 Est. Cost $46.11 Unrealized 0.0%

ILMN ILLUMINA INC 10.7%

Value $12.07M Shares 152,073 Est. Cost $128.20 Unrealized -15.6%

CI THE CIGNA GROUP 10.1%

Value $11.4M Shares 34,638 Est. Cost $295.68 Unrealized 0.0%

WDC WESTERN DIGITAL CORP 10.0%

Value $11.33M Shares 280,201 Est. Cost $47.25 Unrealized 0.0%

HUM HUMANA INC 8.6%

Value $9.769M Shares 36,921 Est. Cost $266.75 Unrealized 0.0%

SNDK SANDISK CORP 3.9%

Value $4.447M Shares 93,400 Est. Cost $49.67 Unrealized 0.0%

NTES NETEASE INC 2.9%

Value $3.247M Shares 31,546 Est. Cost $102.92 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	86,361	$45.23M	39.9%	$490.56	+1.8%	COM	91324P102
VIK	VIKING HOLDINGS LTD	396,963	$15.78M	13.9%	$46.11	0.0%	ORD SHS	G93A5A101
ILMN	ILLUMINA INC	152,073	$12.07M	10.7%	$128.20	-15.6%	COM	452327109
CI	THE CIGNA GROUP	34,638	$11.4M	10.1%	$295.68	0.0%	COM	125523100
WDC	WESTERN DIGITAL CORP	280,201	$11.33M	10.0%	$47.25	0.0%	COM	958102105
HUM	HUMANA INC	36,921	$9.769M	8.6%	$266.75	0.0%	COM	444859102
SNDK	SANDISK CORP	93,400	$4.447M	3.9%	$49.67	0.0%	COM	80004C200
NTES	NETEASE INC	31,546	$3.247M	2.9%	$102.92	—	SPONSORED ADS	64110W102