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Independent Franchise Partners Llp - Hassan Ahmed Elmasry

Independent Franchise Partners Llp a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Hassan Ahmed Elmasry

Hassan Ahmed Elmasry
Independent Franchise Partners Llp

Hedge Fund Manager
Ranked #17 out of 487 Hedge Fund Managers

Portfolio Gain

+233.70%
Since Jan 2016

Sharpe Ratio

4.48
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$10.86B
Hassan Ahmed Elmasry manages more assets than 79% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+26.30%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
32.35% Communication Services
13.57% Financial
11.79% Consumer Cyclical
11.63% Healthcare
10.57% Industrial Goods
7.87% Technology
6.18% Consumer Defensive
5.51% Basic Materials
A breakdown of Independent Franchise Partners Llp's portfolio by sector

Independent Franchise Partners Llp Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Warner Music Group
New
Communication Services
$32.45
($29.21-$35.68)
+9.45%
+100.00%
160.16M
1.47%
Bristol-Myers Squibb
Added
Healthcare
$46.93
($39.63-$54.23)
+40.40%
+3.96%
606.36M
5.44%
Added
Communication Services
$32.53
($30.02-$35.04)
+32.91%
+3.34%
635.71M
5.81%
Aspen Technology, Inc.
Reduced
Technology
$203.84
($183.62-$224.06)
+23.90%
-2.41%
99.15M
0.91%
Booking Holdings
Reduced
Consumer Cyclical
$3.72K
($3.39K-$4.04K)
+26.96%
-43.98%
418.97M
3.85%
Corteva
Reduced
Basic Materials
$54.38
($50.01-$58.76)
+5.97%
-22.91%
599.71M
5.51%
eBay
Reduced
Consumer Cyclical
$51.94
($48.52-$55.35)
+14.85%
-4.70%
498.66M
4.57%
Fox
Added
Communication Services
$30.06
($27.63-$32.50)
+34.47%
+14.50%
160.86M
1.47%
Electronic Arts
Reduced
Communication Services
$133.37
($124.92-$141.82)
+17.86%
-3.11%
564.61M
5.19%
The Estée Lauder Companies
Added
Consumer Cyclical
$129.87
($104.01-$155.73)
-38.87%
+44.44%
368.79M
3.37%
See a list of Independent Franchise Partners Llp's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Independent Franchise Partners Llp's performance with other Hedge Funds and the S&P 500

Independent Franchise Partners Llp activity FAQ

What is Independent Franchise Partners Llp’s portfolio gain since Jun 2013?
Independent Franchise Partners Llp’s portfolio gain since Jun 2013 was 233.70%.
    What is Independent Franchise Partners Llp’s Sharpe Ratio?
    Independent Franchise Partners Llp’s Sharpe Ratio is 4.48.
      What is Independent Franchise Partners Llp’s portfolio value?
      Independent Franchise Partners Llp’s portfolio value is $10.86B.
        What is Independent Franchise Partners Llp’s average return since the fund’s last 13F filing?
        Independent Franchise Partners Llp’s average return since the fund’s last 13F filing is 19.41%.
          What was Independent Franchise Partners Llp’s average return in the last 12 months?
          Independent Franchise Partners Llp’s average return in the last 12 months was 38.28%.
            What was Independent Franchise Partners Llp’s average return in the last 3 years?
            Independent Franchise Partners Llp’s average return in the last 3 years was 26.30%.
              When was the most recent most recent 13F form submitted by Independent Franchise Partners Llp?
              Independent Franchise Partners Llp's most recent 13F form was submitted on Jun 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Hassan Ahmed Elmasry Net Worth?
                  Hassan Ahmed Elmasry is Managing Independent Franchise Partners Llp which has a net worth of $10.86B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Hassan Ahmed Elmasry and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.