Guardian Point Capital, LP's Q3 vs. Q4 2022 13F Holdings: Insights into their Dynamic Investment Strategy

Guardian Point Capital, LP is a New York-based investment firm that focuses on global investment opportunities across diverse sectors such as technology, healthcare, real estate, and consumer goods. Their investment strategy is centered on in-depth research and rigorous analysis to identify promising companies with long-term growth potential. In this blog post, we will analyze their Q3 2022 vs. Q4 2022 13F Holdings Comparison and summarize the changes in holdings of this fund.

The 13F filings are a mandatory disclosure document filed by institutional investors with at least $100 million in assets under management. It is filed with the Securities and Exchange Commission (SEC) and contains a list of all the securities held by the fund as of the end of the quarter. This document provides insights into the investment strategy of a particular fund and can be used by investors to monitor the activity of institutional investors.

Guardian Point Capital, LP's Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals interesting insights into their investment strategy. In Q3 2022, the fund held 8 stocks, which remained the same in Q4 2022. However, the fund made significant changes in the number of shares held and the value of the holdings.

The table above shows the details of the changes in Guardian Point Capital, LP's Q3 2022 vs. Q4 2022 13F Holdings Comparison. The fund's top holdings in Q3 2022 were APO, GOOG, and BRP, while its top holdings in Q4 2022 were APO, NVR, and LEGAU. Here are some insights into the changes in holdings:

1. APO: Apollo Global Management Inc. remained the top holding of Guardian Point Capital, LP in both quarters. The fund held 690,000 shares worth $32,085,000 in Q3 2022, which increased to 690,000 shares worth $44,015,000 in Q4 2022, marking a 37.2% increase in the value of the holding.

2. GOOG: Alphabet Inc. was the second top holding of the fund in Q3 2022, with 400,000 shares worth $38,460,000. However, the fund reduced its stake in the company to 400,000 shares worth $35,492,000 in Q4 2022, marking a 7.7% decrease in the value of the holding.

3. NVR: NVR Inc. was not in the top holdings of the fund in Q3 2022. However, it became the second top holding of the fund in Q4 2022, with 5,000 shares worth $23,062,000. This marks a 15.7% increase in the value of the holding.

4. BRP: BRP Group Inc. was the third top holding of the fund in Q3 2022, with 900,000 shares worth $23,715,000. However, the fund drastically reduced its stake in the company to 575,000 shares worth $14,455,000 in Q4 2022, marking a 39% decrease in the value of the holding.

5. LEGAU: Lead Edge Growth Opportunities Ltd. was the fifth top holding of the fund in Q3 2022, with 400,000 shares worth $3,960,000. The fund slightly increased its stake in the company to 400,000 shares worth $4,070,000 in Q4 2022, marking a 2.8% increase in the value of the holding.

6. ABOS: Acumen Pharmaceuticals Inc. was the seventh top holding of the fund in Q3 2022, with 400,000 shares worth $4,012,000. However, the fund reduced its stake in the company to 300,000 shares worth $1,620,000 in Q4 2022, marking a 59.6% decrease in the value of the holding.

7. VYGG/U: Vy Global Growth was the eighth top holding of the fund in Q3 2022, with 850,000 shares worth $8,526,000. However, the fund sold all of its shares in the company in Q4 2022.

8. CARDLYTICS INC: Cardlytics Inc. was not in the top holdings of the fund in Q3 2022. However, the fund bought 5,000,000 shares worth $3,035,000 in Q4 2022.

From the changes in the number of shares held and the value of the holdings, we can infer that Guardian Point Capital, LP is a dynamic investor that is willing to make changes to its portfolio based on changing market conditions. The fund increased its stake in companies such as APO and NVR, while it reduced its stake in companies such as BRP and ABOS. It also sold all of its shares in VYGG/U and bought 5,000,000 shares of CARDLYTICS INC.

In conclusion, Guardian Point Capital, LP's Q3 2022 vs. Q4 2022 13F Holdings Comparison provides valuable insights into their investment strategy. By analyzing the changes in holdings, we can infer that the fund is actively managing its portfolio to achieve long-term growth. Investors can use these insights to monitor the activity of institutional investors and make informed investment decisions.