Parvus Asset Management Europe portfolio
Single-position portfolioPortfolio as of Mar 31, 2025 (Q1 2025) · filed with the SEC on May 15, 2025 · Q1 2025 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Parvus Asset Management Europe has not filed a 13F after Mar 31, 2025: this is its latest portfolio reported to the SEC, not the current quarter's. If it files again, this page updates automatically.
Parvus Asset Management Europe reported a $1.7 bn portfolio of 1 position to the SEC as of the end of Q1 2025. Its largest positions are FLUT.
Sections with a free account
What changed this quarter
1 position with a change (1 trimmed). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Flutter Entertainment−9.5%fewer sharesReduced100.0% → 100.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Flutter EntertainmentFLUT100.0%
Portfolio by sector
- ● Consumer Discretionary 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it has fewer than 8 quarters of history; its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- No Street GPInvestment firm · $1.7 bn
- AEW Capital ManagementInvestment firm · $1.7 bn
- Vantage Investment Partners$1.7 bn
- Commodore CapitalInvestment firm · $1.7 bn
- Bain Capital Life Sciences InvestorsInvestment firm · $1.7 bn
- Theleme Partners LLPInvestment firm · $1.7 bn