Focused Investors Fund L P 13F annual report

Focused Investors Fund L P is an investment fund managing more than $3.19 trillion ran by Beverly Tecson. There are currently 23 companies in Mrs. Tecson’s portfolio. The largest investments include Elevance Health, Inc. and Cigna, together worth $455 billion.

$3.19 trillion Assets Under Management (AUM)

As of 18th April 2024, Focused Investors Fund L P’s top holding is 481,900 shares of Elevance Health, Inc. currently worth over $250 billion and making up 7.8% of the portfolio value. In addition, the fund holds 565,900 shares of Cigna worth $206 billion, whose value grew 16.2% in the past six months. The third-largest holding is Microsoft worth $203 billion and the next is Johnson & Johnson worth $194 billion, with 1,226,350 shares owned.

Currently, Focused Investors Fund L P's portfolio is worth at least $3.19 trillion. 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 Focused Investors Fund L P

The Focused Investors Fund L P office and employees reside in Los Angeles, California. According to the last 13-F report filed with the SEC, Beverly Tecson serves as the Chief Operating Officer / Chief Compliance Officer at Focused Investors Fund L P.

Recent trades

In the most recent 13F filing, Focused Investors Fund L P revealed that it had opened a new position in Elevance Health, Inc. and bought 481,900 shares worth $250 billion.

One of the largest hedge funds

The two most similar investment funds to Focused Investors Fund L P are Pure Advisors and Kentucky Retirement Systems. They manage $3.19 trillion and $3.2 trillion respectively.

Beverly Tecson investment strategy

Focused Investors Fund L P’s portfolio is diversified across 9 sectors. Currently, their heaviest sector is Health Care — making up 18.3% of the total portfolio value. The fund focuses on investments in the United States as 69.6% 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 70% of the total holdings value. On the other hand, small-cap stocks make up only 4.3% of the portfolio. The average market cap of the portfolio companies is close to $256 billion.

The complete list of Focused Investors Fund L P trades based on 13F SEC filings

These positions were updated on April 25th 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
Elevance Health, Inc.	Opened 481,900	$249,884,426,000	7.83%
Cigna Group (The)	Opened 565,900	$205,529,221,000	6.44%
Microsoft Corporation	Opened 482,150	$202,850,148,000	6.35%
Johnson & Johnson	Opened 1,226,350	$193,996,306,000	6.08%
Unitedhealth Group Inc	Opened 376,650	$186,328,755,000	5.84%
Fiserv, Inc.	Opened 1,136,000	$181,555,520,000	5.69%
Oracle Corp.	Opened 1,309,750	$164,517,697,000	5.15%
Morgan Stanley	Opened 1,696,200	$159,714,192,000	5.00%
Fedex Corp	Opened 522,600	$151,418,124,000	4.74%
Goldman Sachs Group, Inc.	Opened 350,300	$146,316,807,000	4.58%
Mcdonald's Corporation	Opened 454,300	$128,089,885,000	4.01%
Target Corp	Opened 708,400	$125,535,564,000	3.93%
Lowe's Companies, Inc.	Opened 482,300	$122,856,279,000	3.85%
The Walt Disney Company	Opened 986,050	$120,653,078,000	3.78%
Northrop Grumman Corp.	Opened 226,400	$108,368,624,000	3.39%
American Express Co.	Opened 471,600	$107,378,604,000	3.36%
TJX Companies, Inc.	Opened 1,017,000	$103,144,140,000	3.23%
L3Harris Technologies Inc	Opened 478,050	$101,872,455,000	3.19%
Pepsico, Inc.	Opened 579,000	$101,330,790,000	3.17%
Lockheed Martin Corp.	Opened 212,400	$96,614,388,000	3.03%
Home Depot, Inc.	Opened 234,850	$90,088,460,000	2.82%
RTX Corp	Opened 826,350	$80,593,915,000	2.52%
Coca-Cola Co	Opened 1,054,050	$64,486,779,000	2.02%
No transactions found
Showing first 500 out of 23 holdings