Silphium Asset Management LTD has filed its 13F form on January 30, 2025 for Q3 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Endeavor Group Holdings, Inc. with a value of $25.7B, Catalent, Inc. with a value of $23B, Juniper Networks Inc with a value of $19.5B, Hess Corp with a value of $14.9B, and Hashi Corp, Inc. with a value of $11.8B.

Examining the 13F form we can see an increase of $69.9B in the current position value, from $211B to 280B. Also it can be appreciated an additional of 9 stocks purchases and 12 closed positions.

Silphium Asset Management LTD is based out at London, X0

Below you can find more details about Silphium Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $280 Billion
Technology: $69.5 Billion
Healthcare: $56.3 Billion
Communication Services: $32.8 Billion
Energy: $31.3 Billion
Consumer Defensive: $28.1 Billion
Financial Services: $13.5 Billion
Consumer Cyclical: $12.8 Billion
Industrials: $12.5 Billion
Other: $18.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $280 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 25 stocks
  • Sold out of 12 stocks
  • Reduced holdings in 2 stocks
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