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Bloombergsen Investment Partners - Jonathan Bloomberg

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Bloombergsen Investment Partners Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2026

Bloombergsen Investment Partners Portfolio Activity

PGR
Progressive
ReducedFinancial$206.87($189.20-$224.53)-3.42%113.90M8.49%
CPAY
Corpay Inc
ReducedTechnology$325.61($283.79-$367.43)-3.42%105.07M7.84%
HCA
HCA Healthcare
ReducedGeneral$434.51($356.89-$512.14)-3.42%93.16M6.94%
AON
Aon
ReducedFinancial$323.64($306.52-$340.76)-3.42%81.37M6.06%
PNFP
Pinnacle Financial Partners
ReducedFinancial$93.37($85.24-$101.50)-3.42%75.45M5.60%
SUNB
Sunbelt Rentals Holdings Inc
ReducedGeneral$73.85($61.03-$86.67)-3.42%73.73M5.42%
BKNG
Booking Holdings
ReducedConsumer Cyclical$172.03($150.14-$193.92)-3.42%66.39M4.94%
CIGI
Colliers International Group
ReducedReal Estate$106.46($88.38-$124.53)-2.38%51.76M3.86%
HURN
Huron Consulting
AddedIndustrials$110.08($84.88-$135.28)+14.45%45.00M3.36%
NOW
ServiceNow
ReducedTechnology$110.22($81.24-$139.20)-3.42%34.41M2.57%

Measured Performance

Bloombergsen Investment PartnersAverage Hedge Fund PortfolioS&P 5000%100%200%300%2016201720192021202320252026

Bloombergsen Investment Partners activity FAQ

What is Bloombergsen Investment Partners’s portfolio gain since Jan 2016?
Bloombergsen Investment Partners’s portfolio gain since Jan 2016 was 165.86%.
What is Bloombergsen Investment Partners’s Sharpe Ratio?
Bloombergsen Investment Partners’s Sharpe Ratio is 2.53.
What is Bloombergsen Investment Partners’s portfolio value?
Bloombergsen Investment Partners’s portfolio value is $1.34B.
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 15.07%.
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 4.89%.
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 15.30%.
When was the most recent 13F form submitted by Bloombergsen Investment Partners?
Bloombergsen Investment Partners's most recent 13F form was submitted on Jun 30, 2026.
Who are the best performing hedge funds?
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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.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.