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Hedge Fund Profile

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Jonathan Bloomberg

Jonathan Bloomberg

Bloombergsen Investment Partners
Hedge Fund Manager
Ranked #63 out of 462 Hedge Fund Managers

Portfolio Gain

+199.42%
Since Jun 2013

Sharpe Ratio

2.38
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$1.62B
Jonathan Bloomberg manages more assets than 76% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-2.26%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
42.38% Financial
12.99% Healthcare
11.88% Services
3.62% Consumer Goods
2.20% Technology
0.02% Industrial Goods
0.00% Basic Materials
A breakdown of Bloombergsen Investment Partners's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Alphabet Class C
Reduced
Technology
$123.13
($102.21-$144.04)
-9.33%
-95.90%
$4.05M
0.25%
Aon
Reduced
Financial
$294.10
($246.21-$341.98)
+1.77%
-2.44%
$140.85M
8.68%
Credit Acceptance
Reduced
Financial
$552.16
($455.38-$648.95)
-2.35%
-2.49%
$39.00M
2.41%
Uber Technologies
Added
Industrial Goods
$28.54
($20.16-$36.93)
+35.97%
+21.05%
$235.29K
0.01%
Malibu Boats
Reduced
Consumer Goods
$54.84
($48.31-$61.38)
-6.01%
-37.50%
$131.78K
<0.01%
Asana
Added
Technology
$29.39
($16.20-$42.59)
+17.52%
+116.00%
$189.86K
0.01%
Cricut Inc
Added
Industrial Goods
$10.13
($5.88-$14.37)
+36.97%
+19.92%
$152.79K
<0.01%
Wayfair
Reduced
Consumer Goods
$82.53
($43.72-$121.35)
-13.31%
-98.34%
$180.77K
0.01%
W. R. Berkley Corporation
Reduced
Financial
$68.71
($65.10-$72.31)
-6.33%
-2.44%
$148.52M
9.15%
Meta Platforms
Reduced
Technology
$195.56
($154.25-$236.86)
-12.92%
-40.60%
$30.51M
1.88%
See a list of Bloombergsen Investment Partners's holdings, as reported to the SEC on Jun 30, 2022. 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
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.