Schf (gpe) 13F annual report
Schf (gpe) is an investment fund managing more than $5.48 million ran by Martha Rose. There are currently 2 companies in Mrs. Rose’s portfolio. The largest investments include Nu Hldgs Ltd and Lianbio, together worth $5.48 million.
$5.48 million Assets Under Management (AUM)
As of 7th November 2023, Schf (gpe)’s top holding is 563,258 shares of Nu Hldgs Ltd currently worth over $4.08 million and making up 74.5% of the portfolio value.
In addition, the fund holds 937,500 shares of Lianbio worth $1.4 million.
Currently, Schf (gpe)'s portfolio is worth at least $5.48 million. 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.
Careers at Schf (gpe)
The Schf (gpe) office and employees reside in Wilson, Wyoming. According to the last 13-F report filed with the SEC, Martha Rose serves as the CCO at Schf (gpe).
Recent trades
Martha Rose disclosed a decreased stake in Nu Hldgs Ltd by 0.8%.
This leaves the value of the investment at $4.08 million and 563,258 shares.
One of the smallest hedge funds
The two most similar investment funds to Schf (gpe) are Areion Asset Management Co Ltd and Matrix Viii Us Management Co. They manage $5.48 million and $5.44 million respectively.
The complete list of Schf (gpe) trades based on 13F SEC filings
These positions were updated on November 14th 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 |
|---|---|---|---|
| Nu Hldgs Ltd |
78.88%
563,258
|
$4,084,000 | 74.51% |
| Lianbio |
No change
937,500
|
$1,397,000 | 25.49% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||
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