Comparing Triarii Capital Management's Q2 and Q3 2018 Holdings in 13F Filings
Ava Hoppe | 28 April, 2023
Triarii Capital Management has recently disclosed its Q3 2018 13F filings, and it appears that the New York-based hedge fund has made some significant changes to its portfolio. In this blog post, we will delve into the details and compare the Q2 and Q3 holdings, highlighting the changes made and what they could mean for the fund's future.
First, let's take a look at the top five holdings in both quarters. In Q2 2018, the top five holdings were NXP Semiconductors N V, Mylan N V (call), Dell Technologies Inc, Shire PLC, and Mylan N V. NXP Semiconductors N V also had a call option held by Triarii Capital Management in this quarter. In Q3 2018, the top five holdings were Mylan N V (call), NXP Semiconductors N V, PagSeguro Digital Ltd, Allergan PLC, and Colony Cap Inc New.
The biggest change in terms of percentage of shares held was seen in NXP Semiconductors N V call options, with a staggering 95.9% decrease in shares held from Q2 to Q3. This is a significant change and could indicate a change in the fund's strategy for this particular stock.
Another interesting change was seen in Mylan N V, where Triarii Capital Management increased its holdings by 38.1% from Q2 to Q3. This is a substantial increase and could suggest that the fund is bullish on this stock and expects good performance in the future.
PagSeguro Digital Ltd was a new addition to Triarii Capital Management's portfolio in Q3 2018, with the fund purchasing 230,000 shares. This is a positive indicator for the company, as it suggests that the fund believes in its potential for growth and profitability.
Allergan PLC was also a new addition to the portfolio, with the fund purchasing 32,000 shares in Q3 2018. This is another positive indicator for the company, as it suggests that the fund believes in its long-term prospects.
On the other hand, there were a few stocks where the fund decreased its holdings significantly from Q2 to Q3. The biggest decrease in shares held was seen in Dell Technologies Inc, with a 16.3% decrease in shares held. This could suggest that the fund is less confident in the company's future prospects.
In conclusion, Triarii Capital Management has made some significant changes in its portfolio from Q2 to Q3 2018. While some changes, such as the decrease in shares held for Dell Technologies Inc, could suggest a decrease in confidence in the company's future, other changes such as the increase in shares held for Mylan N V and the addition of PagSeguro Digital Ltd and Allergan PLC to the portfolio indicate a bullish outlook on these companies. Only time will tell how these changes will affect the fund's overall performance, but it will be interesting to see how the fund's strategy evolves in the coming quarters.
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