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Bloombergsen Investment Partners - Jonathan Bloomberg
Bloombergsen Investment Partners a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
340 Followers
Jonathan Bloomberg Bloombergsen Investment Partners
Hedge Fund Manager
Ranked #112 out of 487 Hedge Fund Managers
Portfolio Gain
+125.15%
Since Jan 2016
Sharpe Ratio
2.16
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.72B
Jonathan Bloomberg manages more assets than 49% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+14.95%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
24.60% Financial
10.64% Consumer Cyclical
10.51% Healthcare
9.28% Real Estate
7.11% Technology
4.87% Industrial Goods
0.05% Communication Services
A breakdown of Bloombergsen Investment Partners's portfolio by sector
Bloombergsen Investment Partners Portfolio Activity
Cricut Inc
Added
Technology
$5.58
($4.43-$6.74)
+51.89%
+73.14%
176.00K
0.01%
CBIZ
Reduced
Industrial Goods
$70.07
($60.59-$79.55)
-1.27%
-1.94%
83.82M
4.86%
GooseHead Insurance
Added
Financial
$76.38
($60.00-$92.76)
-8.93%
+12.21%
157.36K
<0.01%
Cigna
Reduced
Healthcare
$328.57
($291.44-$365.71)
-5.48%
-1.93%
38.46M
2.23%
Monday.com
Added
Technology
$204.61
($170.00-$239.22)
-2.28%
+45.15%
331.13K
0.02%
Revolve Group
Added
Consumer Cyclical
$18.57
($13.96-$23.19)
+7.13%
+97.79%
441.08K
0.03%
Smartsheet
Added
Technology
$42.47
($35.52-$49.42)
+7.77%
+42.15%
511.97K
0.03%
Wayfair
Added
Consumer Cyclical
$59.31
($47.32-$71.31)
+4.68%
+23.15%
1.00M
0.06%
Humana
Reduced
Healthcare
$404.77
($334.54-$475.00)
+0.12%
-1.94%
43.72M
2.53%
Progressive
Reduced
Financial
$183.15
($158.10-$208.19)
+1.22%
-1.94%
145.41M
8.43%
See a list of Bloombergsen Investment Partners's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Bloombergsen Investment Partners's performance with other Hedge Funds and the S&P 500
Bloombergsen Investment Partners activity FAQ
What is Bloombergsen Investment Partners’s portfolio gain since Jun 2013?
Bloombergsen Investment Partners’s portfolio gain since Jun 2013 was 125.15%.
What is Bloombergsen Investment Partners’s Sharpe Ratio?
Bloombergsen Investment Partners’s Sharpe Ratio is 2.16.
What is Bloombergsen Investment Partners’s portfolio value?
Bloombergsen Investment Partners’s portfolio value is $1.72B.
What is Bloombergsen Investment Partners’s average return since the fund’s last 13F filing?
Bloombergsen Investment Partners’s average return since the fund’s last 13F filing is -4.55%.
What was Bloombergsen Investment Partners’s average return in the last 12 months?
Bloombergsen Investment Partners’s average return in the last 12 months was 23.09%.
What was Bloombergsen Investment Partners’s average return in the last 3 years?
Bloombergsen Investment Partners’s average return in the last 3 years was 14.95%.
When was the most recent most recent 13F form submitted by Bloombergsen Investment Partners?
Bloombergsen Investment Partners's most recent 13F form was submitted on Mar 31, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Jonathan Bloomberg Net Worth?
Jonathan Bloomberg is Managing Bloombergsen Investment Partners which has a net worth of $1.72B.
TipRanks & Hedge Funds: TipRanks measures the performance of Jonathan Bloomberg and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.