OCCUDO QUANTITATIVE STRATEGIES LP Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$1.1T

Holdings

1,039

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (1,039 positions)

#StockSharesValue% PortfolioType
1
HONHONEYWELL INTL INC
28,004$5.8B0.52%
2
CHGGCHEGG INC
190,040$5.8B0.52%
3
IPINTERNATIONAL PAPER CO
124,145$5.8B0.52%
4
LMTLOCKHEED MARTIN CORP
16,404$5.8B0.52%
5
APHAMPHENOL CORP NEW
66,651$5.8B0.52%
6
ANETEURARISTA NETWORKS INC
40,517$5.8B0.52%
7
AMEAMETEK INC
39,599$5.8B0.52%
8
TXTTEXTRON INC
75,159$5.8B0.51%
9
ICEINTERCONTINENTAL EXCHANGE IN
42,404$5.8B0.51%
10
NEWREURNEW RELIC INC
52,395$5.8B0.51%
11
DISDISNEY WALT CO
37,197$5.8B0.51%
12
TWLOTWILIO INC
21,859$5.8B0.51%
13
ZBHZIMMER BIOMET HOLDINGS INC
45,218$5.7B0.51%
14
MRVLMARVELL TECHNOLOGY INC
65,508$5.7B0.51%
15
NETCLOUDFLARE INC
43,544$5.7B0.51%
16
CSGPCOSTAR GROUP INC
72,347$5.7B0.51%
17
TFXTELEFLEX INCORPORATED
17,382$5.7B0.51%
18
GOOGALPHABET INC
1,959$5.7B0.50%
19
VRNSVARONIS SYS INC
115,816$5.7B0.50%
20
TTDTHE TRADE DESK INC
61,526$5.6B0.50%
21
SLBSCHLUMBERGER LTD
186,110$5.6B0.49%
22
MOSMOSAIC CO NEW
138,508$5.4B0.48%
23
DISCAUSDDISCOVERY INC
230,948$5.4B0.48%
24
TTTRANE TECHNOLOGIES PLC
26,828$5.4B0.48%
25
ABGAMERISOURCEBERGEN CORP
39,970$5.3B0.47%
26
ISRGINTUITIVE SURGICAL INC
14,783$5.3B0.47%
27
HESHESS CORP
70,762$5.2B0.46%
28
XYLXYLEM INC
42,066$5.0B0.45%
29
BOOTBOOT BARN HLDGS INC
40,943$5.0B0.45%
30
PSTGPURE STORAGE INC
153,730$5.0B0.44%
31
DGXQUEST DIAGNOSTICS INC
28,650$5.0B0.44%
32
TEAMATLASSIAN CORP PLC
12,956$4.9B0.44%
33
OSKOSHKOSH CORP
43,260$4.9B0.43%
34
CHRWC H ROBINSON WORLDWIDE INC
44,058$4.7B0.42%
35
OWLBLUE OWL CAPITAL INC
313,276$4.7B0.41%
36
SFIXSTITCH FIX INC
245,276$4.6B0.41%
37
LLYLILLY ELI & CO
16,680$4.6B0.41%
38
EBAEBAY INC.
68,833$4.6B0.41%
39
RVLVREVOLVE GROUP INC
81,073$4.5B0.40%
40
TRI4EURTHOMSON REUTERS CORP.
37,752$4.5B0.40%
41
GISGENERAL MLS INC
66,904$4.5B0.40%
42
7HPHP INC
118,493$4.5B0.40%
43
TRVTRAVELERS COMPANIES INC
28,162$4.4B0.39%
44
ALSALLSTATE CORP
36,124$4.3B0.38%
45
ACIALBERTSONS COS INC
139,754$4.2B0.37%
46
LABORATORY CORP AMER HLDGS
13,057$4.1B0.36%
47
COTYCOTY INC
389,147$4.1B0.36%
48
VRMUSDVROOM INC
367,391$4.0B0.35%
49
CBSHCOMMERCE BANCSHARES INC
57,467$4.0B0.35%
50
DBXDROPBOX INC
159,212$3.9B0.35%
51
BILLBILL COM HLDGS INC
15,566$3.9B0.34%
52
LUVSOUTHWEST AIRLS CO
90,528$3.9B0.34%
53
AEOAMERICAN EAGLE OUTFITTERS IN
152,425$3.9B0.34%
54
LLOEWS CORP
66,586$3.8B0.34%
55
SNPSSYNOPSYS INC
10,420$3.8B0.34%
56
SIRIEURSIRIUS XM HOLDINGS INC
601,855$3.8B0.34%
57
TRUTRANSUNION
31,992$3.8B0.34%
58
BWXTBWX TECHNOLOGIES INC
76,490$3.7B0.32%
59
SHOOMADDEN STEVEN LTD
78,802$3.7B0.32%
60
NVDANVIDIA CORPORATION
12,298$3.6B0.32%
61
BWABORGWARNER INC
79,755$3.6B0.32%
62
BXBLACKSTONE INC
27,689$3.6B0.32%
63
CMCSACOMCAST CORP NEW
70,928$3.6B0.32%
64
ALCALCON AG
40,910$3.6B0.32%
65
TWTRUSDTWITTER INC
82,069$3.5B0.31%
66
LTHM1EURLIVENT CORP
144,471$3.5B0.31%
67
PPLPPL CORP
116,352$3.5B0.31%
68
LOGILOGITECH INTL S A
42,080$3.5B0.31%
69
EMREMERSON ELEC CO
36,693$3.4B0.30%
70
CTLTEURCATALENT INC
26,621$3.4B0.30%
71
DVNDEVON ENERGY CORP NEW
77,303$3.4B0.30%
72
GRMNGARMIN LTD
24,933$3.4B0.30%
73
UNHUNITEDHEALTH GROUP INC
6,701$3.4B0.30%
74
RTXRAYTHEON TECHNOLOGIES CORP
39,017$3.4B0.30%
75
TRUPTRUPANION INC
25,239$3.3B0.30%
76
ATOATMOS ENERGY CORP
31,547$3.3B0.29%
77
PFEPFIZER INC
54,634$3.2B0.29%
78
RLRALPH LAUREN CORP
27,122$3.2B0.29%
79
DISCKUSDDISCOVERY INC
140,594$3.2B0.29%
80
MDUMDU RES GROUP INC
103,580$3.2B0.28%
81
DKSDICKS SPORTING GOODS INC
27,754$3.2B0.28%
82
MTZMASTEC INC
34,447$3.2B0.28%
83
PTONPELOTON INTERACTIVE INC
88,435$3.2B0.28%
84
HZNPHORIZON THERAPEUTICS PUB L
28,380$3.1B0.27%
85
INTCINTEL CORP
58,303$3.0B0.27%
86
COFCAPITAL ONE FINL CORP
20,641$3.0B0.27%
87
BOXBOX INC
114,158$3.0B0.26%
88
GLOBGLOBANT S A
9,460$3.0B0.26%
89
WKWORKIVA INC
22,571$2.9B0.26%
90
A4SAMERIPRISE FINL INC
9,746$2.9B0.26%
91
JECUSDJACOBS ENGR GROUP INC
20,920$2.9B0.26%
92
TDOCTELADOC HEALTH INC
31,611$2.9B0.26%
93
ROKROCKWELL AUTOMATION INC
8,234$2.9B0.25%
94
CMICUMMINS INC
13,084$2.9B0.25%
95
BLDRBUILDERS FIRSTSOURCE INC
33,221$2.8B0.25%
96
OVVOVINTIV INC
83,807$2.8B0.25%
97
SBUXSTARBUCKS CORP
23,950$2.8B0.25%
98
OLOGBXOLO INC
134,059$2.8B0.25%
99
HLIHOULIHAN LOKEY INC
26,845$2.8B0.25%
100
CAHCARDINAL HEALTH INC
53,786$2.8B0.25%
Page 1 of 11Next