Concentric Capital Strategies, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.4B

Holdings

244

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (244 positions)

StockValue
MARMARRIOTT INTL INC NEW
$5.0M
VVISA INC
$5.0M
GEGE AEROSPACE
$5.0M
TTTRANE TECHNOLOGIES PLC
$4.0M
XLRESELECT SECTOR SPDR TR
$4.0M
VEEVVEEVA SYS INC
$4.0M
INCYINCYTE CORP
$4.0M
OTISOTIS WORLDWIDE CORP
$4.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$4.0M
CHRWC H ROBINSON WORLDWIDE INC
$4.0M
APGAPI GROUP CORP
$4.0M
HUNHUNTSMAN CORP
$4.0M
HZOMARINEMAX INC
$4.0M
FANGDIAMONDBACK ENERGY INC
$4.0M
TXRHTEXAS ROADHOUSE INC
$4.0M
ELLAUDER ESTEE COS INC
$4.0M
ITRIITRON INC
$4.0M
KKRKKR & CO INC
$4.0M
IRMIRON MTN INC DEL
$4.0M
CARRCARRIER GLOBAL CORPORATION
$4.0M
ARANTERO RESOURCES CORP
$4.0M
IQVIQVIA HLDGS INC
$4.0M
TREXTREX CO INC
$4.0M
SQMSOCIEDAD QUIMICA Y MINERA DE
$4.0M
APOAPOLLO GLOBAL MGMT INC
$4.0M
ELFE L F BEAUTY INC
$3.0M
SPOTSPOTIFY TECHNOLOGY S A
$3.0M
PACSPACS GROUP INC
$3.0M
TXNTEXAS INSTRS INC
$3.0M
SRADSPORTRADAR GROUP AG
$3.0M
HPEHEWLETT PACKARD ENTERPRISE C
$3.0M
COINCOINBASE GLOBAL INC
$3.0M
BALLBALL CORP
$3.0M
SBUXSTARBUCKS CORP
$3.0M
DTDYNATRACE INC
$3.0M
LADLITHIA MTRS INC
$3.0M
LINLINDE PLC
$3.0M
CRUSCIRRUS LOGIC INC
$3.0M
MBLYMOBILEYE GLOBAL INC
$3.0M
ABNBAIRBNB INC
$3.0M
APDAIR PRODS & CHEMS INC
$3.0M
SNOWSNOWFLAKE INC
$3.0M
DOCUDOCUSIGN INC
$3.0M
USBUS BANCORP DEL
$3.0M
MCKMCKESSON CORP
$2.0M
GTLBGITLAB INC
$2.0M
CARTMAPLEBEAR INC
$2.0M
AAALCOA CORP
$2.0M
COOCOOPER COS INC
$2.0M
EMEEMCOR GROUP INC
$2.0M
MIDDMIDDLEBY CORP
$2.0M
BLDTOPBUILD CORP
$2.0M
SAIASAIA INC
$2.0M
BABOEING CO
$2.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.0M
GAPGAP INC
$2.0M
LVLNSPDR SER TR
$2.0M
RNRRENAISSANCERE HLDGS LTD
$2.0M
CFCF INDS HLDGS INC
$2.0M
LYFTLYFT INC
$2.0M
FIVEFIVE BELOW INC
$2.0M
APAAPA CORPORATION
$2.0M
MGNIMAGNITE INC
$2.0M
AXTAAXALTA COATING SYS LTD
$2.0M
CHKPCHECK POINT SOFTWARE TECH LT
$2.0M
DVNDEVON ENERGY CORP NEW
$2.0M
GDDYGODADDY INC
$2.0M
XPOXPO INC
$2.0M
ENQENTEGRIS INC
$2.0M
ALSALLSTATE CORP
$2.0M
CTVACORTEVA INC
$1.0M
XPELXPEL INC
$1.0M
CLFCLEVELAND-CLIFFS INC NEW
$1.0M
ALLYALLY FINL INC
$1.0M
TLNTALEN ENERGY CORP
$1.0M
MCDMCDONALDS CORP
$1.0M
CRMSALESFORCE INC
$1.0M
RPDRAPID7 INC
$1.0M
ONON SEMICONDUCTOR CORP
$1.0M
ARCADIUM LITHIUM PLC
$1.0M
WULFTERAWULF INC
$1.0M
ARRYARRAY TECHNOLOGIES INC
$1.0M
TAT&T INC
$1.0M
FLNCFLUENCE ENERGY INC
$1.0M
OLLIOLLIES BARGAIN OUTLET HLDGS
$1.0M
HDHOME DEPOT INC
$1.0M
NVMINOVA LTD
$1.0M
MIRMIRION TECHNOLOGIES INC
$1.0M
HEIHEICO CORP NEW
$1.0M
JNJJOHNSON & JOHNSON
$1.0M
SLBSCHLUMBERGER LTD
$1.0M
VSTVISTRA CORP
$1.0M
OVERBEYOND INC
$1.0M
XOMEXXON MOBIL CORP
$1.0M
WFRDWEATHERFORD INTL PLC
$1.0M
ALBALBEMARLE CORP
$1.0M
AFRMAFFIRM HLDGS INC
$1.0M
ULSUL SOLUTIONS INC
$1.0M
PARPAR TECHNOLOGY CORP
$1.0M
ITTITT INC
$1.0M
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