Analyzing KG Funds Management, LLC's Q2 and Q3 2021 13F Holdings Comparison
Ava Hoppe | 23 April, 2023
KG Funds Management, LLC is a significant player in the investment management industry with a portfolio that is highly diversified across various sectors. The company's recent 13F filings for Q2 and Q3 of 2021 show a significant shift in their holdings.
In this blog post, we'll dive into KG Funds Management's Q2 to Q3 2021 13F holdings comparison data, extracted from their filings. We will extensively analyze the data to gain meaningful insights into the significant changes in the portfolio.
One notable shift in the portfolio is the increased holdings percentage of Alibaba Group Holding Ltd (BABA) in Q3 2021. Despite the decrease in the number of shares, the fund still has significant confidence in the stock, despite a decline in valuation.
The report shows a significant total value decrease of Facebook Inc. (META) holdings, which experienced a -9.2% change overall between Q2 2021 and Q3 2021. It is interesting to note how this significant decrease is consistent with the recent decrease in Facebook's stock value.
We'll also take a look at the fund's quarter-on-quarter shift in holdings within different sectors. There was a considerable shift in holdings within the technology industry, with Alphabet Inc.'s (GOOG) significant decrease of -21.4% in share value, and a 9.5% increase for GOOGL.
As we wrap up this article’s analysis, we'll examine the significant moves that the fund made during Q3 2021. The largest mover is the Altice USA INC (ATUS) position that the firm entirely closed out. We'll also examine the drastic change in shares of AMC Entertainment Holdings Inc, which saw a hundred percent change as the fund liquidated their shares entirely.
Overall, KG Funds Management, LLC's Q2 and Q3 2021 13F filings highlight the significance of portfolio diversification, and the company seems to have struck an excellent balance with all the changes. Let’s hope the insight gained in this analysis can guide investors who want to invest with more confidence.
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