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NWI MANAGEMENT LP

SEC Form 13F institutional filer · CIK 0001103887

13F-HR · 23 reported holdings · 2026-03-31

Reported long-US-equity value

$0.00B

Top-10 concentration

84.4%

NWI MANAGEMENT LP — $867K AUM allocation strategy

NWI MANAGEMENT LP files SEC Form 13F and reports $867K of long US equity value across 23 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 23.6%, followed by Health Care 13.2% and Communication Services 9.6%.

The top 10 holdings account for 84% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

NWI MANAGEMENT LP — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$867K

total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

84% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$MSFT$LLY$META

+$MSFT +54K sh · +$3.3K+$LLY +54K sh · +$47.3K+$META +54K sh · +$27.7K

Biggest trims (shares)

$XLV$QQQ

−$XLV −381K sh · −$59.2K−$QQQ −40.5K sh · −$47.7K

Added from nil (new positions)

$BDX$NOC$WAT

3 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$AVGO$WDAY

$AVGO ($28K last qtr)$WDAY ($9.66K last qtr)

Sector allocation (share of reported value)

ETFs 41%Information Technology 24%Health Care 13%Communication Services 10%Industrials 5%Financials 3%Consumer Discretionary 2%Consumer Staples 2%Other holdings 1%SECTORS
  • ETFs40.9%
  • $XLKInformation Technology23.6%
  • $XLVHealth Care13.2%
  • $XLCCommunication Services9.6%
  • $XLIIndustrials5.0%
  • $XLFFinancials3.1%
  • $XLYConsumer Discretionary2.1%
  • $XLPConsumer Staples1.7%
  • Other holdings0.9%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Systems Software 11%Interactive Media & Services 10%Pharmaceuticals 8%Semiconductors 8%Aerospace & Defense 5%Health Care Equipment 4%Technology Hardware, Storage & Peripherals 3%Broadline Retail 2%Other holdings 49%INDUSTRIES
  • Systems Software11.3%
  • Interactive Media & Services9.6%
  • Pharmaceuticals8.4%
  • Semiconductors7.8%
  • Aerospace & Defense5.0%
  • Health Care Equipment4.1%
  • Technology Hardware, Storage & Peripherals2.8%
  • Broadline Retail2.1%
  • Other holdings48.9%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

9 of 9 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$MSFTMicrosoft Corporation201K$74.4K+54K8.6%
$LLYEli Lilly and Company758K$73.5K+54K8.5%
$METAMeta Platforms Inc90K$51.5K+54K5.9%
$MUMicron Technology Inc144K$48.6K+05.6%
$BDXBecton Dickinson and Company225K$35.4K4.1%
$GOOGLAlphabet Inc110K$31.6K+03.6%
$AAPLApple Inc96.1K$24.4K+02.8%
$NVDANVIDIA Corporation112K$19.5K+02.3%
$AMZNAmazon.com Inc87K$18.1K+02.1%

…and 14 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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