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AEPI

AH Equity Partners II Portfolio holdings

AUM $91.5M
This Fund
S&P 500
This Quarter Est. Return
-30.46%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
-$40.1M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TWTR
1
DELISTED
Twitter, Inc.
TWTR
$91.5M 100%
2,552,147

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AH Equity Partners II's Q4 2014 Portfolio in Review

As of Q4 2014, AH Equity Partners II held 1 position worth $91.5M, down 30% from $132M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2014: portfolio turnover was 0%. AH Equity Partners II opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Communication Services at 100% of assets, unchanged from a quarter earlier.

  • AH Equity Partners II's ten largest holdings make up 100% of its $91.5M portfolio in Q4 2014.
  • AH Equity Partners II opened 0 new positions and closed 0 in Q4 2014.
  • AH Equity Partners II's portfolio value fell 30% quarter-over-quarter to $91.5M.

Based on AH Equity Partners II's 13F filing for Q4 2014, filed 13 Feb 2015.