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Innealta Capital, Llc - Joe Lahti
Innealta Capital, Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
18 Followers
Portfolio Gain
+56.90%
Since Jan 2016
Sharpe Ratio
1.92
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$222.90M
Joe Lahti manages more assets than 10% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.74%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
97.38% General
0.76% Financial
0.52% Consumer Cyclical
0.48% Energy
0.14% Technology
0.13% Healthcare
0.12% Basic Materials
0.10% Industrial Goods
0.03% Communication Services
A breakdown of Innealta Capital, Llc's portfolio by sector
Innealta Capital, Llc Portfolio Activity
SPDR S&P 500 ETF Trust
Not Changed
General
$443.38
($409.21-$477.55)
+5.64%
0.00%
555.64K
0.25%
Arrow Electronics
New
Technology
$118.75
($109.54-$127.96)
-0.24%
+100.00%
228.85K
0.10%
Civitas Resources
New
Energy
$73.09
($65.22-$80.96)
+8.84%
+100.00%
232.22K
0.10%
Topgolf Callaway Brands
New
Consumer Cyclical
$12.30
($9.84-$14.77)
+9.27%
+100.00%
182.00K
0.08%
Deutsche Bank AG
Not Changed
Financial
$11.90
($10.00-$13.81)
+15.65%
0.00%
518.75K
0.23%
GoodYear Tire
New
Consumer Cyclical
$13.26
($11.27-$15.24)
-16.41%
+100.00%
194.85K
0.09%
Kohl's
New
Consumer Cyclical
$23.57
($17.68-$29.45)
-22.23%
+100.00%
240.54K
0.11%
Meritage
New
Consumer Cyclical
$144.03
($109.23-$178.82)
-13.41%
+100.00%
238.31K
0.11%
MGIC Investment
Added
Financial
$17.97
($16.30-$19.64)
+1.07%
+21.98%
257.68K
0.11%
Murphy Oil
New
Energy
$44.09
($39.71-$48.47)
+6.95%
+100.00%
298.19K
0.13%
See a list of Innealta Capital, Llc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Innealta Capital, Llc's performance with other Hedge Funds and the S&P 500
Innealta Capital, Llc activity FAQ
What is Innealta Capital, Llc’s portfolio gain since Jun 2013?
Innealta Capital, Llc’s portfolio gain since Jun 2013 was 56.90%.
What is Innealta Capital, Llc’s Sharpe Ratio?
Innealta Capital, Llc’s Sharpe Ratio is 1.92.
What is Innealta Capital, Llc’s portfolio value?
Innealta Capital, Llc’s portfolio value is $222.90M.
What is Innealta Capital, Llc’s average return since the fund’s last 13F filing?
Innealta Capital, Llc’s average return since the fund’s last 13F filing is 0.45%.
What was Innealta Capital, Llc’s average return in the last 12 months?
Innealta Capital, Llc’s average return in the last 12 months was 9.83%.
What was Innealta Capital, Llc’s average return in the last 3 years?
Innealta Capital, Llc’s average return in the last 3 years was 10.74%.
When was the most recent most recent 13F form submitted by Innealta Capital, Llc?
Innealta Capital, Llc's most recent 13F form was submitted on Dec 31, 2023.
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 Joe Lahti Net Worth?
Joe Lahti is Managing Innealta Capital, Llc which has a net worth of $222.90M.
TipRanks & Hedge Funds: TipRanks measures the performance of Joe Lahti 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.