Stone Point Capital 13F annual report
Stone Point Capital is an investment fund managing more than $1.27 trillion ran by Jacqueline Giammarco. There are currently 6 companies in Mrs. Giammarco’s portfolio. The largest investments include Axis Cap Hldgs Ltd and Enstar, together worth $922 billion.
$1.27 trillion Assets Under Management (AUM)
As of 6th August 2024, Stone Point Capital’s top holding is 6,777,806 shares of Axis Cap Hldgs Ltd currently worth over $479 billion and making up 37.6% of the portfolio value.
In addition, the fund holds 1,451,196 shares of Enstar worth $444 billion, whose value grew 17.7% in the past six months.
The third-largest holding is Aon plc worth $152 billion and the next is Blue Owl Capital Inc. worth $113 billion, with 6,352,047 shares owned.
Currently, Stone Point Capital's portfolio is worth at least $1.27 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Stone Point Capital
The Stone Point Capital office and employees reside in Greenwich, Connecticut. According to the last 13-F report filed with the SEC, Jacqueline Giammarco serves as the CHIEF COMPLIANCE OFFICER at Stone Point Capital.
Recent trades
In the most recent 13F filing, Stone Point Capital revealed that it had opened a new position in
Aon plc and bought 517,093 shares worth $152 billion.
On the other hand, there are companies that Stone Point Capital is getting rid of from its portfolio.
Stone Point Capital closed its position in HireRight Corp on 13th August 2024.
It sold the previously owned 18,463,397 shares for $263 billion.
One of the largest hedge funds
The two most similar investment funds to Stone Point Capital are Stairway Partners and Vivo Capital. They manage $1.27 trillion and $1.27 trillion respectively.
Jacqueline Giammarco investment strategy
Stone Point Capital’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Finance — making up 46.8% of
the total portfolio value.
The fund focuses on investments in the Bermuda as
16.7% of the portfolio companies
are based in the Bermuda.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
17% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $23.9 billion.
The complete list of Stone Point Capital trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Axis Cap Hldgs Ltd |
No change
6,777,806
|
$478,851,994,000 | 37.62% |
| Enstar Group Limited |
No change
1,451,196
|
$443,630,617,000 | 34.85% |
| HireRight Holdings Corp |
Closed
18,463,397
|
$263,472,675,000 | |
| Aon plc. |
Opened
517,093
|
$151,808,163,000 | 11.93% |
| Blue Owl Capital Inc. |
Opened
6,352,047
|
$112,748,834,000 | 8.86% |
| Eagle Pt Cr Co Llc |
No change
5,822,728
|
$58,518,417,000 | 4.60% |
| Priority Technology Holdings Inc |
No change
5,193,039
|
$27,419,246,000 | 2.15% |
| No transactions found | |||
| Showing first 500 out of 7 holdings | |||
Hedge funds similar to Stone Point Capital
- Kanawha Capital Management
- Bronte Capital Management PTY
- Western Wealth Management
- Principle Wealth Partners
- Pacific Heights Asset Management
- 3edge Asset Management, L.P.
- Stairway Partners
- Vivo Capital
- Patriot Investment Management Group, Inc
- Hillsdale Investment Management
- Cantor Fitzgerald Investment Advisors L.P.
- Cacti Asset Management
- Clearlake Capital Group, L.P.
- Ostrum Asset Management