Integrated Quantitative Investments LLC

CIK: 0002046834Latest portfolio: $465.6M · Q4 2025

Holdings

388

Total Value

$465.6M

New Positions

168

Closed Positions

128

#StockSharesValue% PortfolioChangeType
1
TSMTAIWAN SEMICONDUCTOR MFG LTD
90,280$27.4M5.89%+17K
2
NVDANVIDIA CORPORATION
69,629$13.0M2.79%+39K
3
MSFTMICROSOFT CORP
20,902$10.1M2.17%+9K
4
AAPLAPPLE INC
33,922$9.2M1.98%+16K
5
GOOGLALPHABET INC
22,274$7.0M1.50%+11K
6
BABAALIBABA GROUP HLDG LTD
36,881$5.4M1.16%-14,773
7
AVGOBROADCOM INC
15,600$5.4M1.16%+12K
8
SANBANCO SANTANDER SA
395,500$4.6M1.00%+86K
9
SHELSHELL PLC
58,713$4.3M0.93%+17K
10
BBVABANCO BILBAO VIZCAYA ARGENTA
170,534$4.0M0.85%-32,996
11
GSKGSK PLC
79,030$3.9M0.83%
12
AMZNAMAZON COM INC
15,692$3.6M0.78%+6K
13
MFGMIZUHO FINANCIAL GROUP INC
423,044$3.1M0.66%+267K
14
METAMETA PLATFORMS INC
4,579$3.0M0.65%+1K
15
EDGGOLD FIELDS LTD
68,232$3.0M0.64%+5K
16
NTESNETEASE INC
21,618$3.0M0.64%+4K
17
JXNJACKSON FINANCIAL INC
24,094$2.6M0.55%NEW
18
MAMASTERCARD INCORPORATED
4,292$2.5M0.53%+2K
19
BFHBREAD FINANCIAL HOLDINGS INC
32,387$2.4M0.51%+11K
20
SANMSANMINA CORPORATION
15,705$2.4M0.51%+3K
21
TPCTUTOR PERINI CORP
34,831$2.3M0.50%+10K
22
AERAERCAP HOLDINGS NV
16,211$2.3M0.50%
23
HAMHARMONY GOLD MINING CO LTD
116,898$2.3M0.50%NEW
24
GEGE AEROSPACE
6,996$2.2M0.46%NEW
25
TSLATESLA INC
4,744$2.1M0.46%-59

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
MFG423K+267K
SAN396K+86K
ADTN98K+65K
VISN95K+55K
HLIT162K+45K
THR56K+44K
NVDA70K+39K
KINS46K+28K
YEXT70K+27K
NBBK41K+26K

Decreased Positions

NameSharesChange
WIT352K-171216
LYTS17K-41187
BMTA13K-35971
BBVA171K-32996
RNG12K-24297
OPLN19K-23476
UPWK46K-17473
BABA37K-14773
NRDS23K-13758
VIAV81K-9890

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($2.334233021542121e+205T)
Healthcare0.0% ($3.875199719671706e+162T)
Unknown0.0% ($2.9792326193618853e+97T)
Consumer Cyclical0.0% ($5.406362221332073e+53T)
Basic Materials0.0% ($1.4891362128412101e+32T)
Consumer Defensive0.0% ($1.976182717181537e+25T)
Energy0.0% ($4314164611711075.5T)
Communication Services0.0% ($6971302221.2T)
Real Estate0.0% ($542523.5T)
Utilities0.0% ($1.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$465.6M388
Q3 2025Nov 12, 2025$351.9B347
Q2 2025Aug 11, 2025$340.5B361
Q1 2025May 15, 2025$202.9B279
Q4 2024Feb 13, 2025$202.4B287

Fund Information

CIK0002046834
Most Recent FilingFeb 12, 2026
Number of Filings5

Integrated Quantitative Investments LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $465.6M across 388 holdings. The largest position is TAIWAN SEMICONDUCTOR MFG LTD (TSM), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 169 new positions and closed 128 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.