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GPC

Guardian Point Capital Portfolio holdings

AUM $243M
1-Year Est. Return 22.43%
This Fund
S&P 500
This Quarter Est. Return
-13.39%
1 Year Est. Return
+22.43%
3 Year Est. Return
+128.36%
5 Year Est. Return
+149.01%
10 Year Est. Return
+929.1%
AUM
$182M
AUM Growth
-$92M
Cap. Flow
-$65.9M
Cap. Flow %
-36.21%
Top 10 Hldgs %
98.71%
Holding
14
New
Increased
2
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$2.72M
2
LGIH icon
LGI Homes
LGIH
+$1.85M

Sector Composition

Rank Sector Weight
1 Communication Services 33.56%
2 Financials 31.23%
3 Consumer Discretionary 12.91%
4 Healthcare 1.29%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.36T
$43.7M 24.03%
400,000
BWIN
2
Baldwin Insurance Group
BWIN
$2.69B
$30.2M 16.58%
1,250,000
-10,000
-0.8% -$243K
APO icon
3
Apollo Global Management
APO
$72.4B
$26.7M 14.65%
550,000
+50,000
+10% +$2.72M
SGOL icon
4
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$22.1M 12.14%
1,275,000
-725,000
-36% -$13M
NVR icon
5
NVR
NVR
$16.5B
$20M 11%
5,000
LBRDK icon
6
Liberty Broadband Class C
LBRDK
$4.88B
$17.3M 9.53%
150,000
VYGG.U
7
DELISTED
Vy Global Growth Units, each consisting of one Class A Ordinary Share, and one fifth of one Warrant to acquire one Class A Ordinary Share
VYGG.U
$8.44M 4.64%
850,000
LEGAU
8
DELISTED
Lead Edge Growth Opportunities, Ltd Units
LEGAU
$3.93M 2.16%
400,000
LGIH icon
9
LGI Homes
LGIH
$1.27B
$3.48M 1.91%
40,000
+20,000
+100% +$1.85M
ABOS icon
10
Acumen Pharmaceuticals
ABOS
$155M
$2.35M 1.29%
500,000
EQT icon
11
EQT Corp
EQT
$33.3B
-150,000
Closed -$5.16M
META icon
12
Meta Platforms (Facebook)
META
$1.42T
-150,000
Closed -$33.4M
PATK icon
13
Patrick Industries
PATK
$2.74B
-337,500
Closed -$13.6M

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Guardian Point Capital's Q2 2022 Portfolio in Review

As of Q2 2022, Guardian Point Capital held 14 positions worth $182M, down 34% from $274M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Guardian Point Capital withdrew a net $65.9M in Q2 2022, closing 3 positions and reducing 2 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $33.4M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 34% of assets, down from 40% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Guardian Point Capital added an estimated $2.72M to Apollo Global Management.

  • Guardian Point Capital added most to Apollo Global Management in Q2 2022, an estimated $2.72M increase.
  • Guardian Point Capital's biggest Q2 2022 reduction was abrdn Physical Gold Shares ETF, cutting an estimated $13M.
  • Guardian Point Capital fully exited Meta Platforms (Facebook) in Q2 2022, selling an estimated $33.4M.
  • Guardian Point Capital's ten largest holdings make up 99% of its $182M portfolio in Q2 2022.
  • Guardian Point Capital opened 0 new positions and closed 3 in Q2 2022.
  • Guardian Point Capital's portfolio value fell 34% quarter-over-quarter to $182M.

Based on Guardian Point Capital's 13F filing for Q2 2022, filed 15 Aug 2022.