Latest FOCUSED INVESTORS FUND L P Stock Portfolio
FOCUSED INVESTORS FUND L P Performance
2024 Q1+5.86%
YTD+5.86%
About FOCUSED INVESTORS FUND L P and 13F Hedge Fund Stock Holdings
FOCUSED INVESTORS FUND L P is a hedge fund based in Los Angeles, CA. On 2024-04-25, the fund reported it's updated stock portfolio. In the 13F Holdings report, FOCUSED INVESTORS FUND L P reported an equity portfolio of $3.2 Billions as of 31 Mar, 2024. <br><br> The top stock holdings of FOCUSED INVESTORS FUND L P are ELV, CI, MSFT. The fund has invested 7.8% of it's portfolio in ELEVANCE HEALTH, INC. and 6.4% of portfolio in THE CIGNA GROUP. <br><br> FOCUSED INVESTORS FUND L P opened new stock positions in ELEVANCE HEALTH, INC. (ELV), THE CIGNA GROUP (CI) and MICROSOFT CORP. (MSFT).
FOCUSED INVESTORS FUND L P Annual Return Estimates Vs S&P 500
Our best estimate is that FOCUSED INVESTORS FUND L P made a return of 5.86% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| elevance health, inc. | 249,884,000 |
| the cigna group | 205,529,000 |
| microsoft corp. | 202,850,000 |
| johnson & johnson | 193,996,000 |
| unitedhealth group inc. | 186,329,000 |
| fiserv, inc. | 181,556,000 |
| oracle corporation | 164,518,000 |
| morgan stanley | 159,714,000 |
New stocks bought by FOCUSED INVESTORS FUND L P
Additions
No additions were made to existing positions by FOCUSED INVESTORS FUND L P
Reductions
None of the existing positions were reduced by FOCUSED INVESTORS FUND L P
Sold off
None of the stocks were completely sold off by FOCUSED INVESTORS FUND L P
Sector Distribution
FOCUSED INVESTORS FUND L P has about 26.2% of it's holdings in Healthcare sector.
- Healthcare
- Industrials
- Consumer Cyclical
- Financial Services
- Technology
- Consumer Defensive
- Others
- Communication Services
| Sector | % |
|---|---|
| Healthcare | 26.2 |
| Industrials | 16.9 |
| Consumer Cyclical | 13.9 |
| Financial Services | 12.9 |
| Technology | 11.5 |
| Consumer Defensive | 9.1 |
| Others | 5.7 |
| Communication Services | 3.8 |
Market Cap. Distribution
FOCUSED INVESTORS FUND L P has about 94.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 62.9 |
| MEGA-CAP | 31.4 |
| UNALLOCATED | 5.7 |
Stocks belong to which Index?
About 94.3% of the stocks held by FOCUSED INVESTORS FUND L P either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 94.3 |
| Others | 5.7 |
FOCUSED INVESTORS FUND L P Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of FOCUSED INVESTORS FUND L P
FOCUSED INVESTORS FUND L P has 23 stocks in it's portfolio. About 57.7% of the portfolio is in top 10 stocks. MCD proved to be the most loss making stock for the portfolio. FDX was the most profitable stock for FOCUSED INVESTORS FUND L P last quarter.
$3.19BTotal Value
23.00Positions
25 Apr, 2024Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 American Express Co. FOCUSED INVESTORS FUND L P's holding in American Express Co. over time | 3.36% | 471,600 | $107.38M 3.36% | Newnew position | |
 The Cigna Group FOCUSED INVESTORS FUND L P's holding in The Cigna Group over time | 6.44% | 565,900 | $205.53M 6.44% | Newnew position | |
 The Walt Disney Company FOCUSED INVESTORS FUND L P's holding in The Walt Disney Company over time | 3.78% | 986,050 | $120.65M 3.78% | Newnew position | |
 Elevance Health, Inc. FOCUSED INVESTORS FUND L P's holding in Elevance Health, Inc. over time | 7.83% | 481,900 | $249.88M 7.83% | Newnew position | |
 Fedex Corporation FOCUSED INVESTORS FUND L P's holding in Fedex Corporation over time | 4.74% | 522,600 | $151.42M 4.74% | Newnew position | |
 The Goldman Sachs Group, Inc. FOCUSED INVESTORS FUND L P's holding in The Goldman Sachs Group, Inc. over time | 4.58% | 350,300 | $146.32M 4.58% | Newnew position | |
 The Home Depot, Inc. FOCUSED INVESTORS FUND L P's holding in The Home Depot, Inc. over time | 2.82% | 234,850 | $90.09M 2.82% | Newnew position | |
 Johnson & Johnson FOCUSED INVESTORS FUND L P's holding in Johnson & Johnson over time | 6.08% | 1,226,350 | $194.00M 6.08% | Newnew position | |
 The Coca-Cola Co. FOCUSED INVESTORS FUND L P's holding in The Coca-Cola Co. over time | 2.02% | 1,054,050 | $64.49M 2.02% | Newnew position | |
 L3harris Technologies, Inc. FOCUSED INVESTORS FUND L P's holding in L3harris Technologies, Inc. over time | 3.19% | 478,050 | $101.87M 3.19% | Newnew position | |
 Lockheed Martin Corp. FOCUSED INVESTORS FUND L P's holding in Lockheed Martin Corp. over time | 3.03% | 212,400 | $96.61M 3.03% | Newnew position | |
 Lowe'S Companies, Inc. FOCUSED INVESTORS FUND L P's holding in Lowe'S Companies, Inc. over time | 3.85% | 482,300 | $122.86M 3.85% | Newnew position | |
 Mcdonald'S Corporation FOCUSED INVESTORS FUND L P's holding in Mcdonald'S Corporation over time | 4.01% | 454,300 | $128.09M 4.01% | Newnew position | |
 Morgan Stanley FOCUSED INVESTORS FUND L P's holding in Morgan Stanley over time | 5% | 1,696,200 | $159.71M 5% | Newnew position | |
 Microsoft Corp. Microsoft Corp.MSFT FOCUSED INVESTORS FUND L P's holding in Microsoft Corp. over time | 6.35% | 482,150 | $202.85M 6.35% | Newnew position | |
 Northrop Grumman Corporation FOCUSED INVESTORS FUND L P's holding in Northrop Grumman Corporation over time | 3.39% | 226,400 | $108.37M 3.39% | Newnew position | |
 Oracle Corporation FOCUSED INVESTORS FUND L P's holding in Oracle Corporation over time | 5.15% | 1,309,750 | $164.52M 5.15% | Newnew position | |
 Pepsico, Inc. FOCUSED INVESTORS FUND L P's holding in Pepsico, Inc. over time | 3.17% | 579,000 | $101.33M 3.17% | Newnew position | |
 Rtx Corporation FOCUSED INVESTORS FUND L P's holding in Rtx Corporation over time | 2.52% | 826,350 | $80.59M 2.52% | Newnew position | |
 Target Corp. Target Corp.TGT FOCUSED INVESTORS FUND L P's holding in Target Corp. over time | 3.93% | 708,400 | $125.54M 3.93% | Newnew position | |