JEEREDDI INVESTMENTS LP
Q1 2022 Form 13-F

LOS ANGELES, CALIFORNIA
CIK 0001451460 · CRD 158075 · Exempt reporting adviser
$96.2M Reported Value Total

JEEREDDI INVESTMENTS, LP reports 2 total accounts under management (AUM). There are 2 discretionary accounts valued at $109,223,400, 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
$96.2M
Quarter over quarter
-8.1%
Holdings
48
Top-10 concentration
62.3%

Key People

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

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13F Metrics

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Q1 2022 13F record

Q1 2022 13F filing summary

Q1 2022 Form 13F portfolio summary
Period of report March 31, 2022
Filed May 10, 2022
Form 13F-HR
Reported value $96.2M
Positions 48
Change in reported value -7.0%
New positions 4
Exited positions 8
Position turnover 21.4%
Top-10 concentration 62.3%

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 2022

Largest Q1 2022 13F positions by reported value
# Holding Reported value % of portfolio
1 AAPL APPLE INC $13.0M 13.55%
2 MU MICRON TECHNOLOGY INC $9.4M 9.82%
3 SPY P SPDR S&P 500 ETF TR $9.3M 9.67%
4 KKR KKR & CO INC $6.1M 6.39%
5 ENVA ENOVA INTL INC $5.0M 5.19%
6 BX BLACKSTONE INC $4.5M 4.7%
7 GOOGL ALPHABET INC $3.7M 3.85%
8 NFLX NETFLIX INC $3.2M 3.31%
9 MA MASTERCARD INCORPORATED $2.8M 2.91%
10 HCA HCA HEALTHCARE INC $2.8M 2.9%
11 MLM MARTIN MARIETTA MATLS INC $2.6M 2.74%
12 CMCSA COMCAST CORP NEW $2.5M 2.57%
13 META META PLATFORMS INC $2.2M 2.26%
14 FLT FLEETCOR TECHNOLOGIES INC $2.1M 2.2%
15 EMWPF EROS STX GLOBAL CORP $2.1M 2.18%
16 GOOG ALPHABET INC $2.1M 2.16%
17 V VISA INC $1.9M 1.96%
18 VIPS VIPSHOP HOLDINGS LIMITED $1.7M 1.78%
19 MSFT MICROSOFT CORP $1.7M 1.77%
20 AXP AMERICAN EXPRESS CO $1.4M 1.41%

Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.

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