Holocene Advisors, LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$22.8B

Holdings

697

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (697 positions)

StockValue
BSXBOSTON SCIENTIFIC CORP
$368.4M
PGPROCTER AND GAMBLE CO
$363.4M
BKNGBOOKING HOLDINGS INC
$359.3M
SHWSHERWIN WILLIAMS CO
$355.0M
METAMETA PLATFORMS INC
$305.2M
HLTHILTON WORLDWIDE HLDGS INC
$301.9M
LINLINDE PLC
$292.6M
MSFTMICROSOFT CORP
$290.9M
GOOGLALPHABET INC
$289.2M
AMZNAMAZON COM INC
$288.7M
KVUEKENVUE INC
$281.9M
CLCOLGATE PALMOLIVE CO
$278.6M
MDLZMONDELEZ INTL INC
$278.5M
REGNREGENERON PHARMACEUTICALS
$276.6M
AZNASTRAZENECA PLC
$274.8M
WMTWALMART INC
$253.0M
DC4DEXCOM INC
$241.3M
TYLTYLER TECHNOLOGIES INC
$240.1M
GSKGSK PLC
$239.1M
ADBEADOBE INC
$219.3M
AXPAMERICAN EXPRESS CO
$207.6M
BURLBURLINGTON STORES INC
$206.7M
TJXTJX COS INC NEW
$205.2M
ORCLORACLE CORP
$204.5M
KDPKEURIG DR PEPPER INC
$203.3M
LRCXEURLAM RESEARCH CORP
$202.1M
ISRGINTUITIVE SURGICAL INC
$196.9M
SNOWSNOWFLAKE INC
$193.0M
SYYSYSCO CORP
$190.7M
ONON SEMICONDUCTOR CORP
$187.5M
HSTHOST HOTELS & RESORTS INC
$184.4M
ARGXARGENX SE
$183.0M
LULULULULEMON ATHLETICA INC
$181.3M
UNPUNION PAC CORP
$180.1M
QSRRESTAURANT BRANDS INTL INC
$178.7M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$173.4M
HUMHUMANA INC
$170.3M
NVDANVIDIA CORPORATION
$166.6M
XOMEXXON MOBIL CORP
$166.5M
MLB1MERCADOLIBRE INC
$164.7M
DDDUPONT DE NEMOURS INC
$162.9M
MASMASCO CORP
$162.5M
STZCONSTELLATION BRANDS INC
$162.5M
PCARPACCAR INC
$151.6M
MDTMEDTRONIC PLC
$151.1M
KHCKRAFT HEINZ CO
$149.4M
FBINFORTUNE BRANDS INNOVATIONS I
$142.4M
NXPINXP SEMICONDUCTORS N V
$142.3M
SPGIS&P GLOBAL INC
$141.9M
TEAMATLASSIAN CORPORATION
$137.3M
ZBHZIMMER BIOMET HOLDINGS INC
$134.9M
DHID R HORTON INC
$134.5M
PXDEURPIONEER NAT RES CO
$131.8M
AKAMAKAMAI TECHNOLOGIES INC
$127.0M
PFGCPERFORMANCE FOOD GROUP CO
$125.5M
LWLAMB WESTON HLDGS INC
$124.7M
UNHUNITEDHEALTH GROUP INC
$124.6M
TTTRANE TECHNOLOGIES PLC
$120.4M
PSTGPURE STORAGE INC
$120.0M
ALCALCON AG
$118.7M
MNDYMONDAY COM LTD
$114.2M
KMXCARMAX INC
$113.3M
KKRKKR & CO INC
$111.7M
LSCCLATTICE SEMICONDUCTOR CORP
$105.3M
STXSEAGATE TECHNOLOGY HLDNGS PL
$105.0M
MUMICRON TECHNOLOGY INC
$103.9M
LPLALPL FINL HLDGS INC
$103.6M
TWLOTWILIO INC
$102.1M
ROSTROSS STORES INC
$100.7M
MDBMONGODB INC
$99.7M
IRINGERSOLL RAND INC
$99.1M
BPBP PLC
$96.3M
DYHTARGET CORP
$95.0M
EATBRINKER INTL INC
$93.3M
FANGDIAMONDBACK ENERGY INC
$92.2M
NOWSERVICENOW INC
$91.0M
AZOAUTOZONE INC
$90.9M
ICLRICON PLC
$89.5M
CMGCHIPOTLE MEXICAN GRILL INC
$87.9M
CATCATERPILLAR INC
$87.5M
FITBFIFTH THIRD BANCORP
$86.8M
LEGNLEGEND BIOTECH CORP
$85.3M
AVTRAVANTOR INC
$85.0M
FDXFEDEX CORP
$84.6M
APTVAPTIV PLC
$84.0M
ZSZSCALER INC
$81.9M
RIORIO TINTO PLC
$81.5M
GSGOLDMAN SACHS GROUP INC
$81.2M
DOWDOW INC
$79.9M
EMREMERSON ELEC CO
$79.6M
FTVFORTIVE CORP
$77.6M
MCKMCKESSON CORP
$77.5M
ELANELANCO ANIMAL HEALTH INC
$75.5M
ITCIEURINTRA-CELLULAR THERAPIES INC
$74.6M
JBHTHUNT J B TRANS SVCS INC
$74.6M
TELTE CONNECTIVITY LTD
$74.6M
CTRACOTERRA ENERGY INC
$73.7M
MRO*MARATHON OIL CORP
$71.6M
TOLTOLL BROTHERS INC
$71.3M
PHPARKER-HANNIFIN CORP
$70.9M
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