Hp F/k/a Istm Associates 13F annual report

Hp F/k/a Istm Associates is an investment fund managing more than $81.4 billion ran by Michael Deflorio. There is currently 1 company in Mr. Deflorio’s portfolio. The largest and only investment include Arko worth $81.4 billion.

$81.4 billion Assets Under Management (AUM)

As of 2nd August 2023, Hp F/k/a Istm Associates’s top holding is 10,241,940 shares of Arko currently worth over $81.4 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Arko, Hp F/k/a Istm Associates owns less than approximately 0.1% of the company.

Currently, Hp F/k/a Istm Associates's portfolio is worth at least $81.4 billion. 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 Hp F/k/a Istm Associates

The Hp F/k/a Istm Associates office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Michael Deflorio serves as the Managing Member at Hp F/k/a Istm Associates.

One of the smallest hedge funds

The two most similar investment funds to Hp F/k/a Istm Associates are Yarra Square Partners L.P. and Avant Capital. They manage $81.4 billion and $81.5 billion respectively.

Michael Deflorio investment strategy

Hp F/k/a Istm Associates’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Consumer Discretionary — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 100.0% 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 approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $1.11 billion.

The complete list of Hp F/k/a Istm Associates trades based on 13F SEC filings

These positions were updated on August 9th 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
Arko Corp.	No change 10,241,940	$81,423,423,000	100.00%
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