Focused Investors Fund L P is an investment fund managing more than $3.19 trillion ran by Beverly Tecson. There are currently 23 companies in Mrs. Tecson’s portfolio. The largest investments include Elevance Health, Inc. and Cigna, together worth $455 billion.
As of 18th April 2024, Focused Investors Fund L P’s top holding is 481,900 shares of Elevance Health, Inc. currently worth over $250 billion and making up 7.8% of the portfolio value.
In addition, the fund holds 565,900 shares of Cigna worth $206 billion, whose value grew 16.2% in the past six months.
The third-largest holding is Microsoft worth $203 billion and the next is Johnson & Johnson worth $194 billion, with 1,226,350 shares owned.
Currently, Focused Investors Fund L P's portfolio is worth at least $3.19 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Focused Investors Fund L P office and employees reside in Los Angeles, California. According to the last 13-F report filed with the SEC, Beverly Tecson serves as the Chief Operating Officer / Chief Compliance Officer at Focused Investors Fund L P.
In the most recent 13F filing, Focused Investors Fund L P revealed that it had opened a new position in Elevance Health, Inc. and bought 481,900 shares worth $250 billion.
The two most similar investment funds to Focused Investors Fund L P are Pure Advisors and Kentucky Retirement Systems. They manage $3.19 trillion and $3.2 trillion respectively.
Focused Investors Fund L P’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Health Care — making up 18.3% of
the total portfolio value.
The fund focuses on investments in the United States as
69.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
70% of the total holdings value.
On the other hand, small-cap stocks make up only 4.3% of the portfolio.
The average market cap of the portfolio companies is close to $256 billion.
These positions were updated on April 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Elevance Health, Inc. |
Opened
481,900
|
$249,884,426,000 | 7.83% |
| Cigna Group (The) |
Opened
565,900
|
$205,529,221,000 | 6.44% |
| Microsoft Corporation |
Opened
482,150
|
$202,850,148,000 | 6.35% |
| Johnson & Johnson |
Opened
1,226,350
|
$193,996,306,000 | 6.08% |
| Unitedhealth Group Inc |
Opened
376,650
|
$186,328,755,000 | 5.84% |
| Fiserv, Inc. |
Opened
1,136,000
|
$181,555,520,000 | 5.69% |
| Oracle Corp. |
Opened
1,309,750
|
$164,517,697,000 | 5.15% |
| Morgan Stanley |
Opened
1,696,200
|
$159,714,192,000 | 5.00% |
| Fedex Corp |
Opened
522,600
|
$151,418,124,000 | 4.74% |
| Goldman Sachs Group, Inc. |
Opened
350,300
|
$146,316,807,000 | 4.58% |
| Mcdonald's Corporation |
Opened
454,300
|
$128,089,885,000 | 4.01% |
| Target Corp |
Opened
708,400
|
$125,535,564,000 | 3.93% |
| Lowe's Companies, Inc. |
Opened
482,300
|
$122,856,279,000 | 3.85% |
| The Walt Disney Company |
Opened
986,050
|
$120,653,078,000 | 3.78% |
| Northrop Grumman Corp. |
Opened
226,400
|
$108,368,624,000 | 3.39% |
| American Express Co. |
Opened
471,600
|
$107,378,604,000 | 3.36% |
| TJX Companies, Inc. |
Opened
1,017,000
|
$103,144,140,000 | 3.23% |
| L3Harris Technologies Inc |
Opened
478,050
|
$101,872,455,000 | 3.19% |
| Pepsico, Inc. |
Opened
579,000
|
$101,330,790,000 | 3.17% |
| Lockheed Martin Corp. |
Opened
212,400
|
$96,614,388,000 | 3.03% |
| Home Depot, Inc. |
Opened
234,850
|
$90,088,460,000 | 2.82% |
| RTX Corp |
Opened
826,350
|
$80,593,915,000 | 2.52% |
| Coca-Cola Co |
Opened
1,054,050
|
$64,486,779,000 | 2.02% |
| No transactions found | |||
| Showing first 500 out of 23 holdings | |||