Headlands Technologies LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.3T

Holdings

594

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (594 positions)

#StockSharesValue% PortfolioType
101
IONQIONQ INC
46,318$2.8B0.23%
102
HUBSHUBSPOT INC
6,066$2.8B0.23%
103
QBTSD-WAVE QUANTUM INC
113,577$2.8B0.22%
104
NVV1NOVAVAX INC
323,030$2.8B0.22%
105
GTLSCHART INDS INC
13,872$2.8B0.22%
106
NVDUDIREXION SHS ETF TR
20,564$2.7B0.22%
107
SPXLDIREXION SHS ETF TR
12,679$2.7B0.21%
108
ANETARISTA NETWORKS INC
18,351$2.7B0.21%
109
TOLTOLL BROTHERS INC
19,320$2.7B0.21%
110
PAYXPAYCHEX INC
20,677$2.6B0.21%
111
TENBTENABLE HLDGS INC
89,079$2.6B0.21%
112
QSQUANTUMSCAPE CORP
209,403$2.6B0.21%
113
GEVGE VERNOVA INC
4,154$2.6B0.20%
114
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,980$2.5B0.20%
115
KVUEKENVUE INC
152,380$2.5B0.20%
116
SOUNSOUNDHOUND AI INC
153,012$2.5B0.20%
117
TRITHOMSON REUTERS CORP
15,512$2.4B0.19%
118
NSCNORFOLK SOUTHN CORP
7,938$2.4B0.19%
119
MCOMOODYS CORP
4,965$2.4B0.19%
120
NWSANEWS CORP NEW
76,321$2.3B0.19%
121
WCNWASTE CONNECTIONS INC
13,236$2.3B0.19%
122
BDXBECTON DICKINSON & CO
12,263$2.3B0.18%
123
RHCRH PLC
18,998$2.3B0.18%
124
GLBEGLOBAL E ONLINE LTD
63,589$2.3B0.18%
125
WSMWILLIAMS SONOMA INC
11,549$2.3B0.18%
126
REGNREGENERON PHARMACEUTICALS
4,014$2.3B0.18%
127
TWTRADEWEB MKTS INC
20,306$2.3B0.18%
128
GLOBGLOBANT S A
38,989$2.2B0.18%
129
PDDPDD HOLDINGS INC
16,890$2.2B0.18%
130
PYPLPAYPAL HLDGS INC
33,126$2.2B0.18%
131
SMHVANECK ETF TRUST
6,719$2.2B0.18%
132
TXNTEXAS INSTRS INC
11,891$2.2B0.17%
133
OTISOTIS WORLDWIDE CORP
23,642$2.2B0.17%
134
DOXAMDOCS LTD
25,854$2.1B0.17%
135
MKTXMARKETAXESS HLDGS INC
12,127$2.1B0.17%
136
GLPIGAMING & LEISURE PPTYS INC
45,220$2.1B0.17%
137
CENXCENTURY ALUM CO
71,691$2.1B0.17%
138
IEIISHARES TR
17,454$2.1B0.17%
139
JEPQJ P MORGAN EXCHANGE TRADED F
35,975$2.1B0.17%
140
FFORD MTR CO
172,754$2.1B0.16%
141
BPOPPOPULAR INC
16,210$2.1B0.16%
142
GILDGILEAD SCIENCES INC
18,310$2.0B0.16%
143
4I1PHILIP MORRIS INTL INC
12,413$2.0B0.16%
144
HBANHUNTINGTON BANCSHARES INC
115,870$2.0B0.16%
145
CFLTCONFLUENT INC
101,014$2.0B0.16%
146
RELYREMITLY GLOBAL INC
122,690$2.0B0.16%
147
TSCOTRACTOR SUPPLY CO
35,147$2.0B0.16%
148
FTAIFTAI AVIATION LTD
11,950$2.0B0.16%
149
GDDYGODADDY INC
14,452$2.0B0.16%
150
GLDMWORLD GOLD TR
25,825$2.0B0.16%
151
QLDPROSHARES TR
14,221$2.0B0.16%
152
YMMFULL TRUCK ALLIANCE CO LTD
150,079$1.9B0.16%
153
VMEO*VIMEO INC
244,385$1.9B0.15%
154
INTAINTAPP INC
46,190$1.9B0.15%
155
HSAIHESAI GROUP
67,060$1.9B0.15%
156
TXRHTEXAS ROADHOUSE INC
11,268$1.9B0.15%
157
WFRDWEATHERFORD INTL PLC
26,730$1.8B0.15%
158
FTNTFORTINET INC
21,722$1.8B0.15%
159
1GSNNOVANTA INC
17,993$1.8B0.14%
160
XRAYDENTSPLY SIRONA INC
141,282$1.8B0.14%
161
SLNOSOLENO THERAPEUTICS INC
26,303$1.8B0.14%
162
KOCOCA COLA CO
26,750$1.8B0.14%
163
RVMDREVOLUTION MEDICINES INC
37,200$1.7B0.14%
164
CUCAAVIS BUDGET GROUP
10,767$1.7B0.14%
165
IAU*ISHARES GOLD TR
23,646$1.7B0.14%
166
CARGCARGURUS INC
45,659$1.7B0.14%
167
NKTRNEKTAR THERAPEUTICS
29,830$1.7B0.14%
168
RBLXROBLOX CORP
11,836$1.6B0.13%
169
DSGDESCARTES SYS GROUP INC
16,940$1.6B0.13%
170
PCARPACCAR INC
16,151$1.6B0.13%
171
ONTOONTO INNOVATION INC
12,139$1.6B0.13%
172
VCITVANGUARD SCOTTSDALE FDS
18,574$1.6B0.12%
173
CIFRCIPHER MINING INC
122,822$1.5B0.12%
174
8CWCROWN CASTLE INC
15,907$1.5B0.12%
175
VNETVNET GROUP INC
147,393$1.5B0.12%
176
SEDGSOLAREDGE TECHNOLOGIES INC
41,046$1.5B0.12%
177
PGYPAGAYA TECHNOLOGIES LTD
50,924$1.5B0.12%
178
BRK/BBERKSHIRE HATHAWAY INC DEL
3,006$1.5B0.12%
179
ERICTELEFONAKTIEBOLAGET LM ERICS
176,897$1.5B0.12%
180
TSAACI WORLDWIDE INC
27,649$1.5B0.12%
181
GNTXGENTEX CORP
51,518$1.5B0.12%
182
SKYWSKYWEST INC
14,394$1.4B0.12%
183
COOCOOPER COS INC
21,107$1.4B0.12%
184
BRZEBRAZE INC
50,654$1.4B0.12%
185
ASAMER SPORTS INC
41,032$1.4B0.11%
186
GRABGRAB HOLDINGS LIMITED
236,158$1.4B0.11%
187
JDSTDIREXION SHS ETF TR
325,862$1.4B0.11%
188
SPYMSPDR SERIES TRUST
17,838$1.4B0.11%
189
WTWWILLIS TOWERS WATSON PLC LTD
4,009$1.4B0.11%
190
FLEXFLEX LTD
23,647$1.4B0.11%
191
TECLDIREXION SHS ETF TR
10,910$1.4B0.11%
192
AEHRAEHR TEST SYS
44,917$1.4B0.11%
193
AMBAAMBARELLA INC
16,387$1.4B0.11%
194
DC4DEXCOM INC
19,746$1.3B0.11%
195
FLUTFLUTTER ENTMT PLC
5,178$1.3B0.11%
196
SERVSERVE ROBOTICS INC
112,874$1.3B0.10%
197
SEICSEI INVTS CO
15,340$1.3B0.10%
198
CRMSALESFORCE INC
5,467$1.3B0.10%
199
UFPIUFP INDUSTRIES INC
13,810$1.3B0.10%
200
AM6AMICUS THERAPEUTICS INC
161,159$1.3B0.10%
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