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KP

Kuvari Partners Portfolio holdings

AUM $52.2M
This Fund
S&P 500
This Quarter Est. Return
-27.9%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$32.4M
AUM Growth
+$14.2M
Cap. Flow
+$20.3M
Cap. Flow %
62.77%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
UPST icon
Upstart Holdings
UPST
+$20.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPST icon
1
Upstart Holdings
UPST
$2.58B
$32.4M 100%
296,738
+176,347
+146% +$20.3M

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Kuvari Partners's Q1 2022 Portfolio in Review

As of Q1 2022, Kuvari Partners held 1 position worth $32.4M, up 78% from $18.2M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Kuvari Partners deployed $20.3M of net new capital in Q1 2022, adding to 1 existing holding.

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

  • Kuvari Partners added most to Upstart Holdings in Q1 2022, an estimated $20.3M increase.
  • Kuvari Partners's ten largest holdings make up 100% of its $32.4M portfolio in Q1 2022.
  • Kuvari Partners opened 0 new positions and closed 0 in Q1 2022.
  • Kuvari Partners's portfolio value rose 78% quarter-over-quarter to $32.4M.

Based on Kuvari Partners's 13F filing for Q1 2022, filed 16 May 2022.