§ 13F · FUND PROFILE
Michael Bloomberg (family).
Michael Bloomberg's family office maintains a concentrated equity portfolio of roughly eight positions, with notable holdings in Palantir, Nvidia, Pfizer, and Halliburton. As the founder of Bloomberg LP, the financial data and media conglomerate, Bloomberg's investment vehicle reflects a selective approach across technology, healthcare, and energy sectors.
AUM · $1.4B (13F)Positions · 8Turnover · — · Q3Filed · Nov 3, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
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 | $912M | 66.0% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 1.00M | $187M | 13.5% | NEW |
| 3 | PFE | PFIZER INC | 6.00M | $153M | 11.1% | NEW |
| 4 | HAL | HALLIBURTON CO | 2.50M | $62M | 4.5% | NEW |
| 5 | MOH | MOLINA HEALTHCARE INC | 125K | $24M | 1.7% | NEW |
| 6 | LULU | LULULEMON ATHLETICA INC | 100K | $18M | 1.3% | NEW |
| 7 | SLM | SLM CORP | 480K | $13M | 1.0% | NEW |
| 8 | BRKR 6.375 09/01/28 | BRUKER CORP | 48K | $13M | 1.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MICHAEL SIGNAL
AC read
Michael Bloomberg (family) is classified as a Other Institutional fund with $1.4T in AUM across 8 positions. With a quarterly turnover of unknown and an HHI of unknown, this is a unknown concentration, unknown activity portfolio. This quarter saw 0 new positions and 0 exits.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed