OCCUDO QUANTITATIVE STRATEGIES LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$773.6B

Holdings

925

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (925 positions)

#StockSharesValue% PortfolioType
1
MPWRMONOLITHIC PWR SYS INC
7,082$3.3B0.42%
2
TSLATESLA INC
12,989$3.3B0.42%
3
DOWDOW INC
62,831$3.2B0.42%
4
FNDFLOOR & DECOR HLDGS INC
35,758$3.2B0.42%
5
HUNHUNTSMAN CORP
132,232$3.2B0.42%
6
TERTERADYNE INC
32,104$3.2B0.42%
7
MSFTMICROSOFT CORP
10,204$3.2B0.42%
8
SPOTSPOTIFY TECHNOLOGY S A
20,814$3.2B0.42%
9
NFLXNETFLIX INC
8,502$3.2B0.41%
10
AAPLAPPLE INC
18,748$3.2B0.41%
11
KOCOCA COLA CO
57,337$3.2B0.41%
12
NKENIKE INC
33,566$3.2B0.41%
13
ECLECOLAB INC
18,905$3.2B0.41%
14
AMDADVANCED MICRO DEVICES INC
31,142$3.2B0.41%
15
JCIJOHNSON CTLS INTL PLC
60,162$3.2B0.41%
16
LOWLOWES COS INC
15,402$3.2B0.41%
17
VRSNVERISIGN INC
15,796$3.2B0.41%
18
ROKROCKWELL AUTOMATION INC
11,174$3.2B0.41%
19
TELTE CONNECTIVITY LTD
25,847$3.2B0.41%
20
MNSTMONSTER BEVERAGE CORP NEW
60,196$3.2B0.41%
21
LMTLOCKHEED MARTIN CORP
7,788$3.2B0.41%
22
PPGPPG INDS INC
24,511$3.2B0.41%
23
DOXAMDOCS LTD
37,647$3.2B0.41%
24
MCHPMICROCHIP TECHNOLOGY INC.
40,708$3.2B0.41%
25
STLASTELLANTIS N.V
166,062$3.2B0.41%
26
ROLROLLINS INC
84,994$3.2B0.41%
27
HSYHERSHEY CO
15,854$3.2B0.41%
28
SKAASKECHERS U S A INC
64,776$3.2B0.41%
29
DHID R HORTON INC
29,380$3.2B0.41%
30
HIGHARTFORD FINL SVCS GROUP INC
44,371$3.1B0.41%
31
TREXTREX CO INC
50,956$3.1B0.41%
32
AFLAFLAC INC
40,845$3.1B0.41%
33
RSGREPUBLIC SVCS INC
21,966$3.1B0.40%
34
ALCALCON AG
40,526$3.1B0.40%
35
KELKELLANOVA
51,806$3.1B0.40%
36
LPXLOUISIANA PAC CORP
55,744$3.1B0.40%
37
AZOAUTOZONE INC
1,211$3.1B0.40%
38
KMBKIMBERLY-CLARK CORP
25,421$3.1B0.40%
39
LYVLIVE NATION ENTERTAINMENT IN
36,774$3.1B0.39%
40
SOFISOFI TECHNOLOGIES INC
371,339$3.0B0.38%
41
NSCNORFOLK SOUTHN CORP
14,820$2.9B0.38%
42
ASHASHLAND INC
35,522$2.9B0.38%
43
DELLDELL TECHNOLOGIES INC
41,487$2.9B0.37%
44
WWAYFAIR INC
47,156$2.9B0.37%
45
PCORPROCORE TECHNOLOGIES INC
43,589$2.8B0.37%
46
VMCVULCAN MATLS CO
13,716$2.8B0.36%
47
NWSNEWS CORP NEW
131,589$2.7B0.35%
48
FTNTFORTINET INC
46,663$2.7B0.35%
49
FLNCFLUENCE ENERGY INC
118,966$2.7B0.35%
50
ETRENTERGY CORP NEW
29,466$2.7B0.35%
51
IDXXIDEXX LABS INC
6,164$2.7B0.35%
52
SITESITEONE LANDSCAPE SUPPLY INC
16,441$2.7B0.35%
53
COTYCOTY INC
243,176$2.7B0.34%
54
ZZILLOW GROUP INC
57,604$2.7B0.34%
55
ARWARROW ELECTRS INC
21,044$2.6B0.34%
56
GLWCORNING INC
84,963$2.6B0.33%
57
WMWASTE MGMT INC DEL
16,940$2.6B0.33%
58
PNWPINNACLE WEST CAP CORP
34,573$2.5B0.33%
59
TKOTKO GROUP HOLDINGS INC
29,814$2.5B0.32%
60
CHHCHOICE HOTELS INTL INC
20,414$2.5B0.32%
61
TRVTRAVELERS COMPANIES INC
15,136$2.5B0.32%
62
ATECALPHATEC HLDGS INC
186,148$2.4B0.31%
63
FTDRFRONTDOOR INC
78,525$2.4B0.31%
64
CLCOLGATE PALMOLIVE CO
33,629$2.4B0.31%
65
HHYATT HOTELS CORP
22,533$2.4B0.31%
66
SANMSANMINA CORPORATION
43,947$2.4B0.31%
67
EXPIEXP WORLD HLDGS INC
146,754$2.4B0.31%
68
DBDEUTSCHE BANK A G
216,348$2.4B0.31%
69
8DTSQUARESPACE INC
81,942$2.4B0.31%
70
ELVELEVANCE HEALTH INC
5,389$2.3B0.30%
71
CMICUMMINS INC
10,243$2.3B0.30%
72
RTXRTX CORPORATION
32,478$2.3B0.30%
73
CMSCMS ENERGY CORP
43,902$2.3B0.30%
74
APGAPI GROUP CORP
89,709$2.3B0.30%
75
AEPAMERICAN ELEC PWR CO INC
30,153$2.3B0.29%
76
ITWILLINOIS TOOL WKS INC
9,778$2.3B0.29%
77
UPSUNITED PARCEL SERVICE INC
14,335$2.2B0.29%
78
IONQIONQ INC
150,092$2.2B0.29%
79
EVRGEVERGY INC
43,913$2.2B0.29%
80
WRBBERKLEY W R CORP
34,933$2.2B0.29%
81
CRUSCIRRUS LOGIC INC
29,522$2.2B0.28%
82
ACMAECOM
26,173$2.2B0.28%
83
PLTRPALANTIR TECHNOLOGIES INC
134,361$2.1B0.28%
84
JOBYJOBY AVIATION INC
332,038$2.1B0.28%
85
HOGHARLEY DAVIDSON INC
64,594$2.1B0.28%
86
7SUSUMMIT MATLS INC
68,430$2.1B0.28%
87
AFWALIGN TECHNOLOGY INC
6,976$2.1B0.28%
88
ALLEALLEGION PLC
20,364$2.1B0.27%
89
CPRTCOPART INC
49,133$2.1B0.27%
90
TKRTIMKEN CO
28,653$2.1B0.27%
91
LLOEWS CORP
32,691$2.1B0.27%
92
GPCGENUINE PARTS CO
14,313$2.1B0.27%
93
WSOWATSCO INC
5,464$2.1B0.27%
94
RCLROYAL CARIBBEAN GROUP
22,299$2.1B0.27%
95
BCBRUNSWICK CORP
25,815$2.0B0.26%
96
DVADAVITA INC
21,438$2.0B0.26%
97
RACEFERRARI N V
6,851$2.0B0.26%
98
DALDELTA AIR LINES INC DEL
54,565$2.0B0.26%
99
SBUXSTARBUCKS CORP
21,996$2.0B0.26%
100
WSCWILLSCOT MOBIL MINI HLDNG CO
48,093$2.0B0.26%
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