OCCUDO QUANTITATIVE STRATEGIES LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$963.5B

Holdings

973

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (973 positions)

#StockSharesValue% PortfolioType
1
MRVLMARVELL TECHNOLOGY INC
71,955$4.3B0.45%
2
NEENEXTERA ENERGY INC
57,684$4.3B0.44%
3
DELLDELL TECHNOLOGIES INC
79,097$4.3B0.44%
4
UPSUNITED PARCEL SERVICE INC
23,858$4.3B0.44%
5
TERTERADYNE INC
38,392$4.3B0.44%
6
TSCOTRACTOR SUPPLY CO
19,318$4.3B0.44%
7
MSIMOTOROLA SOLUTIONS INC
14,555$4.3B0.44%
8
SHWSHERWIN WILLIAMS CO
16,075$4.3B0.44%
9
AEPAMERICAN ELEC PWR CO INC
50,444$4.2B0.44%
10
ASOACADEMY SPORTS & OUTDOORS IN
78,545$4.2B0.44%
11
MGAMAGNA INTL INC
75,175$4.2B0.44%
12
DKNGDRAFTKINGS INC NEW
159,686$4.2B0.44%
13
AFLAFLAC INC
60,765$4.2B0.44%
14
CCEPCOCA-COLA EUROPACIFIC PARTNE
65,779$4.2B0.44%
15
UEOWESTLAKE CORPORATION
35,337$4.2B0.44%
16
CITCINTAS CORP
8,449$4.2B0.44%
17
CTVACORTEVA INC
72,791$4.2B0.43%
18
SITESITEONE LANDSCAPE SUPPLY INC
24,914$4.2B0.43%
19
ITGARTNER INC
11,873$4.2B0.43%
20
ERIEERIE INDTY CO
19,554$4.1B0.43%
21
PNRPENTAIR PLC
63,447$4.1B0.43%
22
EMREMERSON ELEC CO
45,094$4.1B0.42%
23
AFGAMERICAN FINL GROUP INC OHIO
34,075$4.0B0.42%
24
ADMARCHER DANIELS MIDLAND CO
53,129$4.0B0.42%
25
XELXCEL ENERGY INC
63,918$4.0B0.41%
26
NOCNORTHROP GRUMMAN CORP
8,650$3.9B0.41%
27
FIVEFIVE BELOW INC
20,050$3.9B0.41%
28
ZZILLOW GROUP INC
78,331$3.9B0.41%
29
DDSDILLARDS INC
12,060$3.9B0.41%
30
DBDEUTSCHE BANK A G
372,109$3.9B0.41%
31
RSGREPUBLIC SVCS INC
25,333$3.9B0.40%
32
NWSANEWS CORP NEW
198,929$3.9B0.40%
33
WKWORKIVA INC
37,822$3.8B0.40%
34
GRMNGARMIN LTD
36,867$3.8B0.40%
35
GEHCGE HEALTHCARE TECHNOLOGIES I
47,151$3.8B0.40%
36
GISGENERAL MLS INC
49,488$3.8B0.39%
37
FFORD MTR CO DEL
245,614$3.7B0.39%
38
ROLROLLINS INC
86,455$3.7B0.38%
39
EVRGEVERGY INC
63,135$3.7B0.38%
40
HCAHCA HEALTHCARE INC
11,943$3.6B0.38%
41
MUMICRON TECHNOLOGY INC
57,263$3.6B0.38%
42
LIILENNOX INTL INC
11,057$3.6B0.37%
43
AMDADVANCED MICRO DEVICES INC
31,581$3.6B0.37%
44
AMZNAMAZON COM INC
27,548$3.6B0.37%
45
WRBBERKLEY W R CORP
59,852$3.6B0.37%
46
AGREURAVANGRID INC
94,271$3.6B0.37%
47
TREXTREX CO INC
54,178$3.6B0.37%
48
PINSPINTEREST INC
128,127$3.5B0.36%
49
TPDTEMPUR SEALY INTL INC
87,389$3.5B0.36%
50
EXPIEXP WORLD HLDGS INC
172,072$3.5B0.36%
51
MDBMONGODB INC
8,430$3.5B0.36%
52
AGCOAGCO CORP
26,007$3.4B0.35%
53
4I1PHILIP MORRIS INTL INC
34,422$3.4B0.35%
54
LMTLOCKHEED MARTIN CORP
7,158$3.3B0.34%
55
ALGMALLEGRO MICROSYSTEMS INC
72,205$3.3B0.34%
56
DARDARLING INGREDIENTS INC
50,778$3.2B0.34%
57
ROKROCKWELL AUTOMATION INC
9,815$3.2B0.34%
58
MRSHMARSH & MCLENNAN COS INC
17,072$3.2B0.33%
59
ENQENTEGRIS INC
28,904$3.2B0.33%
60
FLRFLUOR CORP NEW
107,252$3.2B0.33%
61
NRANRG ENERGY INC
83,719$3.1B0.32%
62
PAGPENSKE AUTOMOTIVE GRP INC
18,784$3.1B0.32%
63
WDAYWORKDAY INC
13,651$3.1B0.32%
64
MSGSMADISON SQUARE GRDN SPRT COR
16,375$3.1B0.32%
65
CHHCHOICE HOTELS INTL INC
26,057$3.1B0.32%
66
TPRTAPESTRY INC
69,760$3.0B0.31%
67
RHRH
9,052$3.0B0.31%
68
MNSTMONSTER BEVERAGE CORP NEW
51,628$3.0B0.31%
69
MBCMASTERBRAND INC
248,487$2.9B0.30%
70
CCLCARNIVAL CORP
153,463$2.9B0.30%
71
WSCWILLSCOT MOBIL MINI HLDNG CO
59,944$2.9B0.30%
72
KELKELLOGG CO
42,281$2.8B0.30%
73
KDKYNDRYL HLDGS INC
213,177$2.8B0.29%
74
GOLFACUSHNET HLDGS CORP
50,146$2.7B0.28%
75
PPGPPG INDS INC
18,433$2.7B0.28%
76
RBARB GLOBAL INC
44,994$2.7B0.28%
77
NKENIKE INC
24,412$2.7B0.28%
78
NTNXNUTANIX INC
95,931$2.7B0.28%
79
FRSHFRESHWORKS INC
152,582$2.7B0.28%
80
DIODDIODES INC
28,516$2.6B0.27%
81
ALVAUTOLIV INC
30,787$2.6B0.27%
82
CROXCROCS INC
23,154$2.6B0.27%
83
USX1UNITED STATES STL CORP NEW
102,978$2.6B0.27%
84
DOCNDIGITALOCEAN HLDGS INC
63,929$2.6B0.27%
85
CALXCALIX INC
51,246$2.6B0.27%
86
VMCVULCAN MATLS CO
11,281$2.5B0.26%
87
GFSGLOBALFOUNDRIES INC
39,311$2.5B0.26%
88
SMGSCOTTS MIRACLE-GRO CO
40,492$2.5B0.26%
89
ELVELEVANCE HEALTH INC
5,712$2.5B0.26%
90
DKSDICKS SPORTING GOODS INC
19,182$2.5B0.26%
91
HUMHUMANA INC
5,669$2.5B0.26%
92
HHYATT HOTELS CORP
21,969$2.5B0.26%
93
PLTRPALANTIR TECHNOLOGIES INC
161,988$2.5B0.26%
94
DOXAMDOCS LTD
25,075$2.5B0.26%
95
GTESGATES INDL CORP PLC
183,511$2.5B0.26%
96
LINLINDE PLC
6,419$2.4B0.25%
97
AEISADVANCED ENERGY INDS
21,743$2.4B0.25%
98
DOWDOW INC
45,409$2.4B0.25%
99
AINALBANY INTL CORP
25,883$2.4B0.25%
100
PIIMPINJ INC
26,926$2.4B0.25%
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