OCCUDO QUANTITATIVE STRATEGIES LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$890.6B
Holdings
606
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (606 positions)
| Stock | Value |
|---|---|
ORCLORACLE CORP | $9.2M |
MNSTMONSTER BEVERAGE CORP NEW | $9.1M |
INTUINTUIT | $9.1M |
TTTRANE TECHNOLOGIES PLC | $9.1M |
BSXBOSTON SCIENTIFIC CORP | $9.1M |
WDCWESTERN DIGITAL CORP | $9.1M |
KLACKLA CORP | $9.1M |
SRESEMPRA | $9.0M |
COSTCOSTCO WHSL CORP NEW | $9.0M |
ADBEADOBE INC | $9.0M |
LRCXLAM RESEARCH CORP | $9.0M |
SAROSTANDARDAERO INC | $9.0M |
ITGARTNER INC | $9.0M |
RSGREPUBLIC SVCS INC | $8.8M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $8.5M |
SNOWSNOWFLAKE INC | $8.4M |
METMETLIFE INC | $8.3M |
ADIANALOG DEVICES INC | $8.0M |
LMTLOCKHEED MARTIN CORP | $7.9M |
AONAON PLC | $7.9M |
DISDISNEY WALT CO | $7.6M |
NFLXNETFLIX INC | $7.5M |
CTVACORTEVA INC | $7.4M |
CRMSALESFORCE INC | $7.4M |
MARMARRIOTT INTL INC NEW | $7.3M |
ZSZSCALER INC | $7.0M |
DBDEUTSCHE BANK A G | $6.9M |
ODFLOLD DOMINION FREIGHT LINE IN | $6.9M |
TRITHOMSON REUTERS CORP | $6.7M |
UBERUBER TECHNOLOGIES INC | $6.5M |
RLRALPH LAUREN CORP | $6.5M |
MCHPMICROCHIP TECHNOLOGY INC. | $6.5M |
VEEVVEEVA SYS INC | $6.5M |
NINISOURCE INC | $6.4M |
UPSUNITED PARCEL SERVICE INC | $6.4M |
XELXCEL ENERGY INC | $6.2M |
CMICUMMINS INC | $6.2M |
ETRENTERGY CORP NEW | $6.2M |
ANETARISTA NETWORKS INC | $6.1M |
KHCKRAFT HEINZ CO | $5.8M |
DOWDOW INC | $5.7M |
MASMASCO CORP | $5.7M |
AAPLAPPLE INC | $5.4M |
FWONALIBERTY MEDIA CORP DEL | $5.2M |
TMUST-MOBILE US INC | $5.1M |
WMTWALMART INC | $5.1M |
CBRECBRE GROUP INC | $5.1M |
CLXCLOROX CO DEL | $5.0M |
PODDINSULET CORP | $4.9M |
NXPINXP SEMICONDUCTORS N V | $4.9M |
GDGENERAL DYNAMICS CORP | $4.8M |
ASAMER SPORTS INC | $4.8M |
CAHCARDINAL HEALTH INC | $4.5M |
PRMBPRIMO BRANDS CORPORATION | $4.3M |
AJGGALLAGHER ARTHUR J & CO | $4.3M |
DTEDTE ENERGY CO | $4.0M |
HDHOME DEPOT INC | $3.9M |
ADSKAUTODESK INC | $3.9M |
AFLAFLAC INC | $3.9M |
ZTSZOETIS INC | $3.8M |
TEAMATLASSIAN CORPORATION | $3.7M |
GISGENERAL MLS INC | $3.7M |
OMCOMNICOM GROUP INC | $3.6M |
TTANSERVICETITAN INC | $3.5M |
LENLENNAR CORP | $3.5M |
ISRGINTUITIVE SURGICAL INC | $3.5M |
WDAYWORKDAY INC | $3.4M |
OTISOTIS WORLDWIDE CORP | $3.3M |
PHMPULTE GROUP INC | $3.3M |
DDOGDATADOG INC | $3.3M |
HEIHEICO CORP NEW | $3.2M |
ALVAUTOLIV INC | $3.1M |
ROSTROSS STORES INC | $3.1M |
MSIMOTOROLA SOLUTIONS INC | $3.1M |
LOGILOGITECH INTL S A | $3.1M |
EWEDWARDS LIFESCIENCES CORP | $3.1M |
CCKCROWN HLDGS INC | $3.1M |
UALUNITED AIRLS HLDGS INC | $3.1M |
RBARB GLOBAL INC | $3.0M |
ROKROCKWELL AUTOMATION INC | $3.0M |
PLTRPALANTIR TECHNOLOGIES INC | $3.0M |
JCIJOHNSON CTLS INTL PLC | $2.9M |
AOSSMITH A O CORP | $2.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $2.9M |
CFCF INDS HLDGS INC | $2.8M |
CAGCONAGRA BRANDS INC | $2.8M |
OCOWENS CORNING NEW | $2.8M |
DELLDELL TECHNOLOGIES INC | $2.8M |
TFXTELEFLEX INCORPORATED | $2.7M |
HPEHEWLETT PACKARD ENTERPRISE C | $2.7M |
WBDWARNER BROS DISCOVERY INC | $2.7M |
PCGPG&E CORP | $2.7M |
CPNGCOUPANG INC | $2.7M |
NUENUCOR CORP | $2.7M |
BCCBOISE CASCADE CO DEL | $2.6M |
ATOATMOS ENERGY CORP | $2.6M |
METAMETA PLATFORMS INC | $2.6M |
FTITECHNIPFMC PLC | $2.6M |
AKAMAKAMAI TECHNOLOGIES INC | $2.6M |
DALDELTA AIR LINES INC DEL | $2.5M |
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