JEEREDDI INVESTMENTS LP
Q2 2022 Form 13-F

LOS ANGELES, CALIFORNIA
CIK 0001451460 · CRD 158075 · Exempt reporting adviser
$48.4M 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
$48.4M
Quarter over quarter
-15.6%
Holdings
33
Top-10 concentration
75.2%

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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Q2 2022 13F record

Q2 2022 13F filing summary

Q2 2022 Form 13F portfolio summary
Period of report June 30, 2022
Filed August 15, 2022
Form 13F-HR
Reported value $48.4M
Positions 33
Change in reported value -49.7%
New positions 4
Exited positions 19
Position turnover 44.2%
Top-10 concentration 75.2%

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 · Q2 2022

Largest Q2 2022 13F positions by reported value
# Holding Reported value % of portfolio
1 SPY P SPDR S&P 500 ETF TR $19.1M 39.47%
2 VIPS VIPSHOP HOLDINGS LIMITED $3.4M 6.95%
3 GOOGL ALPHABET INC $2.9M 6.0%
4 MA MASTERCARD INCORPORATED $2.5M 5.11%
5 V VISA INC $1.7M 3.46%
6 GOOG ALPHABET INC $1.6M 3.36%
7 MSFT MICROSOFT CORP $1.4M 2.94%
8 HCA HCA HEALTHCARE INC $1.4M 2.82%
9 FLT FLEETCOR TECHNOLOGIES INC $1.4M 2.82%
10 EMWPF EROS MEDIA WORLD PLC $1.1M 2.22%
11 CHTR CHARTER COMMUNICATIONS INC N $974.0K 2.01%
12 META META PLATFORMS INC $930.0K 1.92%
13 MHK MOHAWK INDS INC $887.0K 1.83%
14 GLD C SPDR GOLD TR $842.0K 1.74%
15 HDB HDFC BANK LTD $820.0K 1.7%
16 BABA ALIBABA GROUP HLDG LTD $750.0K 1.55%
17 XLE P SELECT SECTOR SPDR TR $715.0K 1.48%
18 UNH UNITEDHEALTH GROUP INC $604.0K 1.25%
19 DHT DHT HOLDINGS INC $587.0K 1.21%
20 QQQ P INVESCO QQQ TR $561.0K 1.16%

Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.

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