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Abs Direct Equity Fund LLC

CIK:0001729347
Hedge Fund
$86M AUM
29 holdings
Stamford, CT, United States
Founded:2017
25 employees
Latest filing:Sep 30, 2025

ABS Direct Equity Fund LLC is a private investment fund organized as a limited liability company, based in Stamford, Connecticut, United States. It was formed in 2017 and is managed by ABS Investment Management LLC, which specializes in hedge fund solutions and fund-of-funds vehicles. The fund targets institutional and high-net-worth investors and operates under the regulatory filings of the U.S. SEC.

Investment Strategy

ABS Direct Equity Fund LLC primarily invests in publicly traded equities, with a diversified portfolio spanning multiple sectors and geographies. The fund typically seeks alpha through active management, tactically allocating capital among concentrated stock holdings based on fundamental research and market analysis. It leverages the experience of ABS Investment Management LLC to opportunistically capture value and manage risks in the equity markets.

Top Buys
A
ASRGRUPO AEROPORTUARIO DEL SURE
+$3.6M
P
PDDPDD HOLDINGS INC
+$3.2M
P
POWLPOWELL INDS INC
+$2.3M
F
FMXFOMENTO ECONOMICO MEXICANO S
+$2.1M
P
PACGRUPO AEROPUERTO DEL PACIFIC
+$1.5M
Top Sells
Y
YMMFULL TRUCK ALLIANCE CO LTD
-$2.3M
C
CXCEMEX SAB DE CV
-$2.0M
T
TGSTRANSPORTADORA DE GAS SUR
-$1.8M
S
SWIMLATHAM GROUP INC
-$1.2M
P
PARPAR TECHNOLOGY CORP
-$1.2M

Top Holdings

F
FMXFOMENTO ECONOMICO MEXICANO S
+12.7%$8.9M
P
PDDPDD HOLDINGS INC
+8.1%$5.7M
F
FLYWFLYWIRE CORPORATION
+6.3%$4.4M
F
FIVNFIVE9 INC
+5.2%$3.6M
P
PRKSUNITED PARKS & RESORTS INC
+5.2%$3.6M

Equity Positions (29)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
F
FMX
FOMENTO ECONOMICO MEXICANO S12.73%$8.9M90,250$118.79$98.63+$2.1M
P
PDD
PDD HOLDINGS INC8.13%$5.7M43,033$134.04$132.17+$3.2M
F
FLYW
FLYWIRE CORPORATION6.29%$4.4M325,000$11.31$13.54+$1.2M
F
FIVN
FIVE9 INC5.19%$3.6M150,000$25.72$24.20+$982.0K
P
PRKS
UNITED PARKS & RESORTS INC5.18%$3.6M70,000$50.43$51.70+$554.3K

Industry Allocation

BOTTLED & CANNED SOFT DRINKS & CARBONATED WATERS
+15.0%
SERVICES-BUSINESS SERVICES, NEC
+14.4%
AIRPORTS, FLYING FIELDS & AIRPORT TERMINAL SERVICES
+11.9%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+7.1%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+5.2%