JEEREDDI INVESTMENTS LP
Q1 2020 Form 13-F

LOS ANGELES, CALIFORNIA
CIK 0001451460 · CRD 158075 · Exempt reporting adviser
$74.2M Reported Value Total

JEEREDDI INVESTMENTS, LP reports 2 total accounts under management (AUM). There are 2 discretionary accounts valued at $111,334,082, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Exempt Reporting Adviser Discretionary Manager
Private funds (Form ADV)
2 funds · $109.2M gross asset value
Hedge Fund: $109.2M
Source: Form ADV filed 2026-03-26
Reported value
$74.2M
Quarter over quarter
-29.4%
Holdings
45
Top-10 concentration
66.8%

Key People

Form ADV owners & control persons
Naveen Jeereddi
CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER

Filing Navigation

13F Metrics

Loading 13F Metrics

Q1 2020 13F record

Q1 2020 13F filing summary

Q1 2020 Form 13F portfolio summary
Period of report March 31, 2020
Filed May 13, 2020
Form 13F-HR
Reported value $74.2M
Positions 45
Change in reported value -36.0%
New positions 7
Exited positions 11
Position turnover 32.1%
Top-10 concentration 66.8%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q4 2022 13F
Filed Feb 14, 2023
37 $38.1M
Q3 2022 13F
Filed Nov 14, 2022
33 $44.1M
Q2 2022 13F
Filed Aug 15, 2022
33 $48.4M
Q1 2022 13F
Filed May 10, 2022
48 $96.2M
Q4 2021 13F
Filed Feb 14, 2022
52 $103.5M
Q3 2021 13F
Filed Nov 12, 2021
54 $112.2M
Q2 2021 13F
Filed Aug 16, 2021
55 $121.2M
Q1 2021 13F
Filed May 17, 2021
53 $138.6M
Q4 2020 13F
Filed Feb 2, 2021
50 $122.1M
Q3 2020 13F
Filed Nov 13, 2020
49 $105.8M
Q2 2020 13F
Filed Aug 10, 2020
44 $94.8M
Q1 2020 13F
Filed May 13, 2020
45 $74.2M
Q4 2019 13F
Filed Feb 12, 2020
49 $115.9M

Top 20 holdings · Q1 2020

Largest Q1 2020 13F positions by reported value
# Holding Reported value % of portfolio
1 AAPL APPLE INC $9.8M 13.21%
2 ESGC EROS INTL PLC $9.7M 13.03%
3 MU MICRON TECHNOLOGY INC $7.7M 10.44%
4 CHTR CHARTER COMMUNICATIONS INC N $4.7M 6.28%
5 KKR KKR & CO INC $3.8M 5.11%
6 SPY P SPDR S&P 500 ETF TR $3.7M 5.04%
7 MA MASTERCARD INC $3.0M 4.07%
8 BX BLACKSTONE GROUP INC $2.5M 3.4%
9 FLT FLEETCOR TECHNOLOGIES INC $2.4M 3.24%
10 V VISA INC $2.2M 3.02%
11 CMCSA COMCAST CORP NEW $1.9M 2.58%
12 WDC WESTERN DIGITAL CORP. $1.8M 2.47%
13 INSW INTERNATIONAL SEAWAYS INC $1.7M 2.26%
14 HCA HCA HEALTHCARE INC $1.5M 2.07%
15 GOOGL ALPHABET INC $1.5M 2.02%
16 DHT DHT HOLDINGS INC $1.3M 1.72%
17 META FACEBOOK INC $1.3M 1.7%
18 GOOG ALPHABET INC $1.2M 1.57%
19 T AT&T INC $1.1M 1.5%
20 MSFT MICROSOFT CORP $1.1M 1.49%

Values as reported on the Q1 2020 Form 13F. Every position is in the holdings table below.

Filing Details

Loading Activities
Loading Sector Allocation
Crunching numbers

Performance

Loading Performance

Potential New Buys

Finding Potential New Buys

Holdings

Building table
Loading SEC filing data
Loading Form 4 Filings

Beneficial Ownership (Schedule 13D/13G)

Loading 13D/G filings