Holocene Advisors, LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$23430.6T

Holdings

703

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (703 positions)

#StockSharesValue% PortfolioType
101
PANWPALO ALTO NETWORKS INC
294,341$75.2T0.32%
102
VLOVALERO ENERGY CORP
639,545$75.0T0.32%
103
XOMEXXON MOBIL CORP
692,661$74.3T0.32%
104
CECELANESE CORP DEL
633,777$73.4T0.31%
105
LWLAMB WESTON HLDGS INC
636,202$73.1T0.31%
106
YUMCYUM CHINA HLDGS INC
1,286,741$72.7T0.31%
107
WWAYFAIR INC
1,067,252$69.4T0.30%
108
RETAEURREATA PHARMACEUTICALS INC
667,950$68.1T0.29%
109
ICLRICON PLC
268,832$67.3T0.29%
110
VMCVULCAN MATLS CO
293,773$66.2T0.28%
111
SAIASAIA INC
190,715$65.3T0.28%
112
LEALEAR CORP
442,202$63.5T0.27%
113
LEGNLEGEND BIOTECH CORP
907,053$62.6T0.27%
114
HWMHOWMET AEROSPACE INC
1,241,171$61.5T0.26%
115
AXPAMERICAN EXPRESS CO
351,505$61.2T0.26%
116
PSXPHILLIPS 66
638,332$60.9T0.26%
117
WYNNWYNN RESORTS LTD
566,379$59.8T0.26%
118
EVHEVOLENT HEALTH INC
1,948,625$59.0T0.25%
119
NTRANATERA INC
1,208,612$58.8T0.25%
120
RVMDREVOLUTION MEDICINES INC
2,178,060$58.3T0.25%
121
WSMWILLIAMS SONOMA INC
451,472$56.5T0.24%
122
RIORIO TINTO PLC
869,470$55.5T0.24%
123
TCBITEXAS CAP BANCSHARES INC
1,069,385$55.1T0.24%
124
BILLBILL HOLDINGS INC
465,258$54.4T0.23%
125
FFORD MTR CO DEL
3,546,959$53.7T0.23%
126
RFREGIONS FINANCIAL CORP NEW
2,992,538$53.3T0.23%
127
RCLROYAL CARIBBEAN GROUP
504,686$52.4T0.22%
128
EMREMERSON ELEC CO
561,962$50.8T0.22%
129
VTYXVENTYX BIOSCIENCES INC
1,537,084$50.4T0.22%
130
SHELSHELL PLC
834,909$50.4T0.22%
131
ETNBGBP89BIO INC
2,638,499$50.0T0.21%
132
ELANELANCO ANIMAL HEALTH INC
4,969,996$50.0T0.21%
133
SLBSCHLUMBERGER LTD
1,016,976$50.0T0.21%
134
LHXL3HARRIS TECHNOLOGIES INC
252,742$49.5T0.21%
135
BHVNBIOHAVEN LTD
2,063,988$49.4T0.21%
136
GEGENERAL ELECTRIC CO
445,195$48.9T0.21%
137
MORFMORPHIC HLDG INC
849,951$48.7T0.21%
138
COPCONOCOPHILLIPS
458,344$47.5T0.20%
139
MTCHMATCH GROUP INC NEW
1,091,179$45.7T0.19%
140
NVRNVR INC
7,062$44.8T0.19%
141
AKXANSYS INC
135,099$44.6T0.19%
142
IRTCIRHYTHM TECHNOLOGIES INC
427,356$44.6T0.19%
143
DEDEERE & CO
109,203$44.2T0.19%
144
IM8NINSMED INC
2,082,878$43.9T0.19%
145
CAHCARDINAL HEALTH INC
453,180$42.9T0.18%
146
PVHPVH CORPORATION
502,870$42.7T0.18%
147
SESEA LTD
720,223$41.8T0.18%
148
IMCRIMMUNOCORE HLDGS PLC
693,963$41.6T0.18%
149
CFRCULLEN FROST BANKERS INC
381,929$41.1T0.18%
150
RHIROBERT HALF INTL INC
541,286$40.7T0.17%
151
PSTGPURE STORAGE INC
1,100,094$40.5T0.17%
152
TGTXTG THERAPEUTICS INC
1,625,589$40.4T0.17%
153
ALKSALKERMES PLC
1,252,953$39.2T0.17%
154
EHCENCOMPASS HEALTH CORP
574,171$38.9T0.17%
155
JPMJPMORGAN CHASE & CO
260,989$38.0T0.16%
156
NOCNORTHROP GRUMMAN CORP
83,225$37.9T0.16%
157
MTBM & T BK CORP
305,749$37.8T0.16%
158
FDXFEDEX CORP
147,263$36.5T0.16%
159
OCOWENS CORNING NEW
277,174$36.2T0.15%
160
WBSWEBSTER FINL CORP
953,414$36.0T0.15%
161
PCORPROCORE TECHNOLOGIES INC
551,569$35.9T0.15%
162
KKRKKR & CO INC
615,012$34.4T0.15%
163
CLFCLEVELAND-CLIFFS INC NEW
2,025,319$33.9T0.14%
164
XYLXYLEM INC
299,792$33.8T0.14%
165
CVECENOVUS ENERGY INC
1,951,287$33.1T0.14%
166
LM03LIBERTY MEDIA CORP DEL
1,000,000$32.8T0.14%
167
LSXMKUSDLIBERTY MEDIA CORP DEL
1,000,000$32.7T0.14%
168
SCHWSCHWAB CHARLES CORP
566,895$32.1T0.14%
169
BRXBRIXMOR PPTY GROUP INC
1,454,751$32.0T0.14%
170
RNRRENAISSANCERE HLDGS LTD
170,966$31.9T0.14%
171
GOOGLALPHABET INC
264,259$31.6T0.14%
172
PKNREVVITY INC
261,042$31.0T0.13%
173
PBFPBF ENERGY INC
744,628$30.5T0.13%
174
SMCIUSDSUPER MICRO COMPUTER INC
122,149$30.4T0.13%
175
CFGCITIZENS FINL GROUP INC
1,166,009$30.4T0.13%
176
PHMPULTE GROUP INC
387,398$30.1T0.13%
177
MUMICRON TECHNOLOGY INC
474,493$29.9T0.13%
178
LENLENNAR CORP
231,794$29.0T0.12%
179
GSGOLDMAN SACHS GROUP INC
88,411$28.5T0.12%
180
RBARB GLOBAL INC
471,112$28.3T0.12%
181
ALBALBEMARLE CORP
124,577$27.8T0.12%
182
NVDANVIDIA CORPORATION
65,674$27.8T0.12%
183
HESHESS CORP
202,229$27.5T0.12%
184
XENEXENON PHARMACEUTICALS INC
712,478$27.4T0.12%
185
NXPINXP SEMICONDUCTORS N V
133,556$27.3T0.12%
186
BXPBOSTON PROPERTIES INC
467,544$26.9T0.11%
187
VFCV F CORP
1,395,400$26.6T0.11%
188
AIGAMERICAN INTL GROUP INC
461,027$26.5T0.11%
189
LABORATORY CORP AMER HLDGS
107,809$26.0T0.11%
190
KURAKURA ONCOLOGY INC
2,437,463$25.8T0.11%
191
DARDARLING INGREDIENTS INC
398,925$25.4T0.11%
192
CHDCHURCH & DWIGHT CO INC
252,932$25.4T0.11%
193
SYNASYNAPTICS INC
296,026$25.3T0.11%
194
AWNADVANCE AUTO PARTS INC
352,943$24.8T0.11%
195
CSLCARLISLE COS INC
95,450$24.5T0.10%
196
SSENTINELONE INC
1,606,924$24.3T0.10%
197
EQTEQT CORP
584,493$24.0T0.10%
198
QCOMQUALCOMM INC
193,922$23.1T0.10%
199
STMSTMICROELECTRONICS N V
460,845$23.0T0.10%
200
HCPHASHICORP INC
867,775$22.7T0.10%
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