§ 13F · FUND PROFILE
Michael Bloomberg (family).
Michael Bloomberg's family office manages $1.4 trillion with a concentrated portfolio of just 8 positions, focusing heavily on technology stocks like Palantir and NVIDIA alongside traditional sectors including pharmaceuticals and energy. The family office reflects the diversified investment approach of the Bloomberg LP founder, maintaining significant exposure to both growth technology companies and established industrial holdings.
AUM · $1381.2T (13F)Positions · 8Turnover · — · Q3Filed · Nov 3, 2025
CONCENTRATION
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Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
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No prior quarter data
3YR HIT RATE
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Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 3, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 5.00M | $912.1T | 66.0% | — |
| 2 | NVDA | NVIDIA CORPORATION | 1.00M | $186.6T | 13.5% | — |
| 3 | PFE | PFIZER INC | 6.00M | $152.9T | 11.1% | — |
| 4 | HAL | HALLIBURTON CO | 2.50M | $61.5T | 4.5% | — |
| 5 | MOH | MOLINA HEALTHCARE INC | 125K | $23.9T | 1.7% | — |
| 6 | LULU | LULULEMON ATHLETICA INC | 100K | $17.8T | 1.3% | — |
| 7 | SLM | SLM CORP | 480K | $13.3T | 1.0% | — |
| 8 | BRKR 6.375 09/01/28 | BRUKER CORP | 48K | $13.1T | 1.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MICHAEL SIGNAL
AC read
The Michael Bloomberg family office's 13F filing reveals a remarkably concentrated approach to institutional investing, with just eight positions comprising a massive $1.4 trillion in assets under management. The portfolio demonstrates an overwhelming commitment to Palantir Technologies, which accounts for approximately 66% of holdings at $912.1 trillion, representing an extraordinarily concentrated bet on the data analytics and government contracting specialist. This allocation dwarfs even the significant NVIDIA positions, which appear twice in the top holdings with stakes of $186.6 trillion and $97.5 trillion respectively, suggesting the filing may contain reporting inconsistencies or represent different share classes.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed