HAVEMEYER PLACE LP 13F Portfolio
HAVEMEYER PLACE LP runs HAVEMEYER PLACE LP and currently holds 495 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $1.01B. Their top holdings are KLAC, MSFT, F, TMO, CASY. The top five represent 5.9% of reported portfolio weight. HAVEMEYER PLACE LP ranks #981 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HAVEMEYER PLACE LP initiated 29 new positions. They added to 65 existing positions. They trimmed 6 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$1.01B
Alpha Score
9.2
#981 of 1000
Holdings
495
HAVEMEYER PLACE LP Current 13F Holdings
Reported holdings from HAVEMEYER PLACE LP's latest SEC 13F filing, ranked by portfolio weight.
495 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 1.42% | $301.71 | $195.57 | -35.18% | New Buy |
 MSFT MICROSOFT CORP | 1.39% | $372.03 | $535.07 | +43.82% | Added +188.13% |
 F FORD MTR CO | 1.10% | $13.90 | $12.16 | -12.52% | Added +100.00% |
 TMO THERMO FISHER SCIENTIFIC INC | 0.99% | $501.36 | $657.76 | +31.20% | New Buy |
 CASY CASEYS GEN STORES INC | 0.99% | $794.79 | $646.27 | -18.69% | New Buy |
 LLY ELI LILLY & CO | 0.98% | $1,181.71 | $1,178.52 | -0.27% | Added +603.93% |
 ORCL ORACLE CORP | 0.97% | $146.55 | $141.53 | -3.43% | New Buy |
 CBRE CBRE GROUP INC | 0.92% | $136.70 | $130.81 | -4.31% | Added +231.77% |
 COST COSTCO WHSL CORP NEW | 0.91% | $943.82 | $946.92 | +0.33% | Added +629.87% |
 AMZN AMAZON COM INC | 0.89% | $218.03 | $262.43 | +20.36% | Added +48.09% |
Showing 1-10 of 495