Aldebaran 13F annual report
Aldebaran is an investment fund managing more than $74.3 billion ran by Peter Raber. There are currently 59 companies in Mr. Raber’s portfolio. The largest investments include Berkshire Hathaway and Apple Inc, together worth $12.7 billion.
$74.3 billion Assets Under Management (AUM)
As of 15th August 2024, Aldebaran’s top holding is 15,869 shares of Berkshire Hathaway currently worth over $6.46 billion and making up 8.7% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Aldebaran owns more than approximately 0.1% of the company.
In addition, the fund holds 29,643 shares of Apple Inc worth $6.24 billion, whose value grew 22.8% in the past six months.
The third-largest holding is Fortinet Inc worth $4.73 billion and the next is Spdr Ser Tr worth $8 billion, with 131,752 shares owned.
Currently, Aldebaran's portfolio is worth at least $74.3 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Aldebaran
The Aldebaran office and employees reside in Kingsport, Tennessee. According to the last 13-F report filed with the SEC, Peter Raber serves as the President and CCO at Aldebaran.
Recent trades
In the most recent 13F filing, Aldebaran revealed that it had opened a new position in
Pulte Group Inc and bought 2,695 shares worth $297 million.
The investment fund also strengthened its position in Berkshire Hathaway by buying
70 additional shares.
This makes their stake in Berkshire Hathaway total 15,869 shares worth $6.46 billion.
Berkshire Hathaway soared 24.8% in the past year.
On the other hand, there are companies that Aldebaran is getting rid of from its portfolio.
Aldebaran closed its position in Dow Inc on 22nd August 2024.
It sold the previously owned 4,075 shares for $236 million.
Peter Raber also disclosed a decreased stake in Fortinet Inc by approximately 0.1%.
This leaves the value of the investment at $4.73 billion and 78,478 shares.
One of the smallest hedge funds
The two most similar investment funds to Aldebaran are Zenyatta Capital Management L.P. and Kinnevik Ab (publ). They manage $74.4 billion and $74.5 billion respectively.
Peter Raber investment strategy
Aldebaran’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 22.2% of
the total portfolio value.
The fund focuses on investments in the United States as
55.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
49% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $323 billion.
The complete list of Aldebaran trades based on 13F SEC filings
These positions were updated on August 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
0.44%
15,869
|
$6,455,645,000 | 8.69% |
| Apple Inc |
1.05%
29,643
|
$6,243,338,000 | 8.40% |
| Fortinet Inc |
2.85%
78,478
|
$4,729,884,000 | 6.37% |
| Spdr Ser Tr |
18.23%
131,752
|
$7,998,243,000 | 10.77% |
| Spdr S&p 500 Etf Tr |
43.55%
8,016
|
$4,362,468,000 | 5.87% |
| American Well Corp |
1.60%
21,261
|
$4,108,626,000 | 5.53% |
| Microsoft Corporation |
16.64%
7,240
|
$3,235,994,000 | 4.36% |
| NVIDIA Corp |
884.19%
21,101
|
$2,606,873,000 | 3.51% |
| Waste Mgmt Inc Del |
2.11%
10,721
|
$2,287,278,000 | 3.08% |
| Procter And Gamble Co |
1.22%
13,216
|
$2,179,620,000 | 2.93% |
| JPMorgan Chase & Co. |
5.99%
10,678
|
$2,159,721,000 | 2.91% |
| Alphabet Inc |
2.38%
11,466
|
$2,101,121,000 | 2.83% |
| Walmart Inc |
10.96%
20,059
|
$1,358,207,000 | 1.83% |
| Meta Platforms Inc |
0.19%
2,589
|
$1,305,624,000 | 1.76% |
| Crowdstrike Holdings Inc |
3.43%
3,294
|
$1,262,228,000 | 1.70% |
| Johnson & Johnson |
6.11%
8,541
|
$1,248,350,000 | 1.68% |
| Salesforce Inc |
2.62%
4,735
|
$1,217,265,000 | 1.64% |
| Disney Walt Co |
1.51%
11,664
|
$1,158,112,000 | 1.56% |
| Norfolk Southn Corp |
2.03%
4,346
|
$932,936,000 | 1.26% |
| Lowes Cos Inc |
2.66%
3,865
|
$852,142,000 | 1.15% |
| Vanguard Index Fds |
2.17%
2,960
|
$791,700,000 | 1.07% |
| Eastman Chem Co |
27.87%
7,608
|
$745,352,000 | 1.00% |
| Home Depot, Inc. |
3.86%
2,124
|
$731,229,000 | 0.98% |
| Cheniere Energy Inc. |
5.05%
4,119
|
$720,154,000 | 0.97% |
| Exxon Mobil Corp. |
0.97%
5,790
|
$666,595,000 | 0.90% |
| Eli Lilly & Co |
17.94%
723
|
$654,590,000 | 0.88% |
| Mcdonalds Corp |
0.12%
2,520
|
$642,165,000 | 0.86% |
| Coca-Cola Co |
4.77%
9,646
|
$613,956,000 | 0.83% |
| Union Pac Corp |
6.08%
2,701
|
$611,051,000 | 0.82% |
| Verizon Communications Inc |
17.90%
14,444
|
$595,671,000 | 0.80% |
| First Horizon Corporation |
11.88%
36,508
|
$575,730,000 | 0.77% |
| Coherent Corp |
2.54%
7,661
|
$555,116,000 | 0.75% |
| Marathon Pete Corp |
No change
3,128
|
$542,645,000 | 0.73% |
| Unitedhealth Group Inc |
16.71%
978
|
$498,056,000 | 0.67% |
| Digital Rlty Tr Inc |
6.09%
3,130
|
$475,917,000 | 0.64% |
| Ecolab, Inc. |
14.04%
1,837
|
$437,255,000 | 0.59% |
| Duke Energy Corp. |
No change
3,725
|
$373,357,000 | 0.50% |
| Elevance Health Inc |
No change
682
|
$369,631,000 | 0.50% |
| Starbucks Corp. |
6.78%
4,632
|
$360,571,000 | 0.49% |
| Centene Corp. |
1.87%
5,241
|
$347,478,000 | 0.47% |
| Dollar Gen Corp New |
11.89%
2,594
|
$343,005,000 | 0.46% |
| Northrop Grumman Corp. |
No change
775
|
$337,861,000 | 0.45% |
| Energy Transfer L P |
No change
20,225
|
$328,050,000 | 0.44% |
| Select Sector Spdr Tr |
0.44%
1,381
|
$312,424,000 | 0.42% |
| Fedex Corp |
4.63%
1,030
|
$308,835,000 | 0.42% |
| Applied Matls Inc |
No change
1,300
|
$306,787,000 | 0.41% |
| Spdr Dow Jones Indl Average |
1.05%
772
|
$301,952,000 | 0.41% |
| Pulte Group Inc |
Opened
2,695
|
$296,720,000 | 0.40% |
| Truist Finl Corp |
2.39%
7,315
|
$284,204,000 | 0.38% |
| Regions Financial Corp. |
1.62%
13,641
|
$273,371,000 | 0.37% |
| The Southern Co. |
10.78%
3,450
|
$267,617,000 | 0.36% |
| SoFi Technologies, Inc. |
7.36%
39,600
|
$261,756,000 | 0.35% |
| Ishares Tr |
Opened
694
|
$252,970,000 | 0.34% |
| Tjx Cos Inc New |
0.27%
2,202
|
$242,432,000 | 0.33% |
| Dow Inc |
Closed
4,075
|
$236,065,000 | |
| Tesla Inc |
2.50%
1,169
|
$231,322,000 | 0.31% |
| Caterpillar Inc. |
14.26%
657
|
$218,847,000 | 0.29% |
| Costco Whsl Corp New |
Opened
250
|
$212,498,000 | 0.29% |
| Phillips 66 |
No change
1,420
|
$200,461,000 | 0.27% |
| Abbvie Inc |
Closed
1,100
|
$200,310,000 | |
| Pepsico Inc |
Opened
1,213
|
$200,101,000 | 0.27% |
| No transactions found | |||
| Showing first 500 out of 61 holdings | |||
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