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JHCM

Juniper Hill Capital Management Portfolio holdings

AUM $419M
1-Year Est. Return 12.68%
This Fund
S&P 500
This Quarter Est. Return
+0.5%
1 Year Est. Return
+12.68%
3 Year Est. Return
+33.64%
5 Year Est. Return
+25.59%
10 Year Est. Return
–
AUM
$451M
AUM Growth
+$15.9M
Cap. Flow
+$17.6M
Cap. Flow %
3.9%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$51.6M

Top Sells

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$34M

Sector Composition

Rank Sector Weight
1 Technology 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$203M 44.87%
345,637
– –
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$71.4M 15.81%
736,489
– –
QQQ icon
3
Invesco QQQ Trust
QQQ
$455B
$69.8M 15.46%
136,531
+101,926
+295% +$51.6M
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$68.8M 15.24%
744,199
-359,496
-33% -$34M
NVDA icon
5
NVIDIA
NVDA
$5.01T
$21.2M 4.69%
157,750
– –
IEI icon
6
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$17.7M 3.92%
153,297
– –

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Juniper Hill Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Juniper Hill Capital Management held 6 positions worth $451M, up 3.6% from $436M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Juniper Hill Capital Management deployed $17.6M of net new capital in Q4 2024, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Technology at 4.7% of assets, up from 4.4% a quarter earlier.

On the sell side, the largest reduction was iShares 7-10 Year Treasury Bond ETF, an estimated $34M trimmed.

  • Juniper Hill Capital Management added most to Invesco QQQ Trust in Q4 2024, an estimated $51.6M increase.
  • Juniper Hill Capital Management's biggest Q4 2024 reduction was iShares 7-10 Year Treasury Bond ETF, cutting an estimated $34M.
  • Juniper Hill Capital Management's ten largest holdings make up 100% of its $451M portfolio in Q4 2024.
  • Juniper Hill Capital Management opened 0 new positions and closed 0 in Q4 2024.
  • Juniper Hill Capital Management's portfolio value rose 3.6% quarter-over-quarter to $451M.

Based on Juniper Hill Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.