OCCUDO QUANTITATIVE STRATEGIES LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$821.2M
Holdings
643
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (643 positions)
| Stock | Value |
|---|---|
LRCXLAM RESEARCH CORP | $9.4M |
ISRGINTUITIVE SURGICAL INC | $9.4M |
COSTCOSTCO WHSL CORP NEW | $9.3M |
BSXBOSTON SCIENTIFIC CORP | $9.3M |
MNSTMONSTER BEVERAGE CORP NEW | $9.3M |
RSGREPUBLIC SVCS INC | $9.3M |
MMM3M CO | $9.2M |
ABNBAIRBNB INC | $9.1M |
PGRPROGRESSIVE CORP | $9.0M |
CRMSALESFORCE INC | $8.9M |
GOOGALPHABET INC | $8.7M |
AMZNAMAZON COM INC | $8.6M |
DOVDOVER CORP | $8.4M |
DASHDOORDASH INC | $8.4M |
ORLYOREILLY AUTOMOTIVE INC | $8.1M |
NFLXNETFLIX INC | $8.0M |
MSFTMICROSOFT CORP | $7.2M |
BABOEING CO | $6.7M |
ZSZSCALER INC | $6.5M |
FERGFERGUSON ENTERPRISES INC | $6.4M |
ADBEADOBE INC | $6.3M |
TMUST-MOBILE US INC | $5.9M |
ZTSZOETIS INC | $5.6M |
AAPLAPPLE INC | $5.6M |
DEDEERE & CO | $5.6M |
IDXXIDEXX LABS INC | $5.4M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $5.2M |
ANETARISTA NETWORKS INC | $5.0M |
GWWGRAINGER W W INC | $5.0M |
GOOGLALPHABET INC | $4.8M |
LMTLOCKHEED MARTIN CORP | $4.8M |
NTRNUTRIEN LTD | $4.5M |
AMDADVANCED MICRO DEVICES INC | $4.5M |
LOGILOGITECH INTL S A | $4.3M |
DOWDOW INC | $4.2M |
RFREGIONS FINANCIAL CORP NEW | $4.2M |
EVRGEVERGY INC | $4.2M |
JCIJOHNSON CTLS INTL PLC | $4.1M |
MCKMCKESSON CORP | $4.1M |
CRWDCROWDSTRIKE HLDGS INC | $4.1M |
VRSKVERISK ANALYTICS INC | $4.0M |
KMBKIMBERLY-CLARK CORP | $3.8M |
CMGCHIPOTLE MEXICAN GRILL INC | $3.8M |
NXPINXP SEMICONDUCTORS N V | $3.8M |
FERFERROVIAL SE | $3.8M |
T7DTRANSDIGM GROUP INC | $3.7M |
FISVFISERV INC | $3.6M |
BEPCBROOKFIELD RENEWABLE CORP | $3.5M |
ORCLORACLE CORP | $3.5M |
ROPROPER TECHNOLOGIES INC | $3.5M |
HPEHEWLETT PACKARD ENTERPRISE C | $3.5M |
KHCKRAFT HEINZ CO | $3.4M |
WWDWOODWARD INC | $3.4M |
ODFLOLD DOMINION FREIGHT LINE IN | $3.4M |
VMCVULCAN MATLS CO | $3.2M |
BRBROADRIDGE FINL SOLUTIONS IN | $3.2M |
BMYBRISTOL-MYERS SQUIBB CO | $3.2M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $3.2M |
HEIHEICO CORP NEW | $3.1M |
ALSALLSTATE CORP | $3.1M |
EXPEEXPEDIA GROUP INC | $3.0M |
FFORD MTR CO | $3.0M |
ROKROCKWELL AUTOMATION INC | $3.0M |
WWAYFAIR INC | $2.9M |
PSTGPURE STORAGE INC | $2.9M |
AEEAMEREN CORP | $2.9M |
AVYAVERY DENNISON CORP | $2.9M |
CITCINTAS CORP | $2.9M |
WABWABTEC | $2.9M |
ACNACCENTURE PLC IRELAND | $2.8M |
ALLEALLEGION PLC | $2.7M |
DRSLEONARDO DRS INC | $2.7M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $2.7M |
ADSKAUTODESK INC | $2.7M |
MGAMAGNA INTL INC | $2.7M |
LIILENNOX INTL INC | $2.7M |
CIENCIENA CORP | $2.7M |
PODDINSULET CORP | $2.6M |
CLCOLGATE PALMOLIVE CO | $2.6M |
RLRALPH LAUREN CORP | $2.6M |
GDDYGODADDY INC | $2.6M |
ONONON HLDG AG | $2.5M |
DYHTARGET CORP | $2.5M |
STLASTELLANTIS N.V | $2.5M |
PNWPINNACLE WEST CAP CORP | $2.4M |
FCNCAFIRST CTZNS BANCSHARES INC D | $2.4M |
UBSUBS GROUP AG | $2.4M |
IEXIDEX CORP | $2.4M |
AMCRAMCOR PLC | $2.4M |
HEIHEICO CORP NEW | $2.4M |
WMGWARNER MUSIC GROUP CORP | $2.4M |
CHRCHURCHILL DOWNS INC | $2.4M |
UBERUBER TECHNOLOGIES INC | $2.4M |
TJXTJX COS INC NEW | $2.4M |
ATRAPTARGROUP INC | $2.3M |
JBHTHUNT J B TRANS SVCS INC | $2.3M |
ROLROLLINS INC | $2.3M |
ECLECOLAB INC | $2.2M |
ASAMER SPORTS INC | $2.2M |
AMBAAMBARELLA INC | $2.2M |
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