test

Barbara Burger

@Zimmer Partners, Lp

Latest period2024 - Q3ReportedManaged Assets$5.483BTotal holdings145
Assets growth rate1.09%Assets growth rate (2-Q avg)8.5%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Zimmer Partners, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Zimmer Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.483B in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 8.5%. The portfolio is managed by Barbara Burger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UGIUgi Corp New
Recent Activity
Exited
0%
$121.699M
5.314M shares@ $22.9 avg price
HESMHess Midstream Lp
Recent Activity
Exited
0%
$51.471M
1.413M shares@ $36.44 avg price
APGApi Group Corp
Recent Activity
Exited
0%
$36.068M
958,494 shares@ $37.63 avg price
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$34.707M↓ Put
197,000 shares@ $176.18 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$29.205M
2.25M shares@ $12.98 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$23.367M
330,000 shares@ $70.81 avg price
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$15.676M
201,000 shares@ $77.99 avg price
VSECVse Corp
Recent Activity
Exited
0%
$15.449M
175,000 shares@ $88.28 avg price
ALLYAlly Finl Inc
Recent Activity
Exited
0%
$14.876M
375,000 shares@ $39.67 avg price
BMRNBiomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$13.675M
166,100 shares@ $82.33 avg price