OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1606.5T

Holdings

478

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (478 positions)

#StockSharesValue% PortfolioType
1
ETRNUSDEQUITRANS
11,441,637$148.5T9.24%
2
SAVE 1 05/15/26SPIRIT AIR
77,636,000$38.4T2.39%
3
PRFTUSDPERFICIENT
418,022$31.3T1.95%
440,000,000$26.3T1.64%
5
NVDANVIDIA COR
202,900$25.1T1.56%
6
UNPUNION PAC
107,080$24.2T1.51%
7
PTON 0 02/15/26PELOTON IN
27,352,000$24.1T1.50%
8
RYAAYRYANAIR HO
198,437$23.1T1.44%
9
AVGOBROADCOM I
12,380$19.9T1.24%
10
MLB1MERCADOLIB
11,907$19.6T1.22%
11
SBOWEURSILVERBOW
485,318$18.4T1.14%
12
WCNWASTE CONN
102,235$17.9T1.12%
1327,500,000$17.7T1.10%
14
DOVDOVER CORP
97,700$17.6T1.10%
15
EMREMERSON EL
148,000$16.3T1.01%
16
MATMATTEL INC
969,029$15.8T0.98%
17
AAPLAPPLE INC
72,906$15.4T0.96%
18
SOSOUTHERN C
190,300$14.8T0.92%
1925,000,000$14.8T0.92%
20
LHXL3HARRIS T
64,100$14.4T0.90%
21
NUENUCOR CORP
90,900$14.4T0.89%
22
QRVOQORVO INC
122,500$14.2T0.88%
23
CFLTCONFLUENT
480,000$14.2T0.88%
24
ETNEATON CORP
42,700$13.4T0.83%
25
RHCRH PLC
177,000$13.3T0.83%
26
APHAMPHENOL C
189,100$12.7T0.79%
27
OXY/WSOCCIDENTAL
300,000$12.3T0.77%
28
STSENSATA TE
321,200$12.0T0.75%
29
OKTAOKTA INC
125,000$11.7T0.73%
30
CDNSCADENCE DE
38,000$11.7T0.73%
31
JCIJOHNSON CT
174,500$11.6T0.72%
32
APDAIR PRODS
44,500$11.5T0.71%
33
TECK/BTECK RESOU
239,400$11.5T0.71%
3415,000,000$11.2T0.70%
35
TSMTAIWAN SEM
64,000$11.1T0.69%
3610,000,000$10.7T0.66%
37
ELSEQUITY LIF
157,672$10.3T0.64%
38
SHWSHERWIN WI
34,275$10.2T0.64%
39
PEGPUBLIC SVC
136,600$10.1T0.63%
40
SPOT 0 03/15/26SPOTIFY US
10,000,000$9.4T0.59%
41
FTAIFTAI AVIAT
91,250$9.4T0.59%
42
BYND 0 03/15/27BEYOND MEA
40,000,000$8.5T0.53%
43
IRINGERSOLL
93,000$8.4T0.53%
44
PDDPDD HOLDIN
63,262$8.4T0.52%
45
FDXFEDEX CORP
27,600$8.3T0.52%
46
SOXXISHARES TR
32,850$8.1T0.50%
47
AEPAMERICAN E
91,000$8.0T0.50%
48
OCOWENS CORN
45,900$8.0T0.50%
49
OXYOCCIDENTAL
126,280$8.0T0.50%
50
ECLECOLAB INC
32,990$7.9T0.49%
51
SUISUN CMNTYS
64,923$7.8T0.49%
52
NVTNVENT ELEC
101,570$7.8T0.48%
53
ALVAUTOLIV IN
72,650$7.8T0.48%
54
WHWYNDHAM HO
104,548$7.7T0.48%
55
PKGPACKAGING
42,310$7.7T0.48%
56
FIVNFIVE9 INC
175,000$7.7T0.48%
57
BRXBRIXMOR PP
332,575$7.7T0.48%
58
HOLIHOLLYSYS A
334,400$7.2T0.45%
59
EGPEASTGROUP
41,747$7.1T0.44%
60
MRVLMARVELL TE
100,000$7.0T0.44%
61
CCIXCHURCHILL
635,761$6.8T0.43%
62
SK GROWTH
614,130$6.8T0.43%
63
FLRFLUOR CORP
156,800$6.8T0.43%
64
AMZNAMAZON COM
35,298$6.8T0.42%
65
CPCANADIAN P
83,000$6.5T0.41%
66
NEW PROVID
500,000$6.3T0.39%
67
DHID R HORTON
44,253$6.2T0.39%
68
CDLXCARDLYTICS
744,780$6.1T0.38%
69
JBHTHUNT J B T
37,800$6.0T0.38%
70
TRNOTERRENO RL
101,327$6.0T0.37%
71
UEURBAN EDGE
321,805$5.9T0.37%
72
EQTEQT CORP
159,450$5.9T0.37%
73
ESTCELASTIC N
50,199$5.7T0.36%
74
DASHDOORDASH I
52,500$5.7T0.36%
75
GTESGATES INDL
359,270$5.7T0.35%
76
AALAMERICAN A
7,780,000$5.6T0.35%Put
77
NVRNVR INC
741$5.6T0.35%
78
AZEKAZEK CO IN
133,200$5.6T0.35%
79
SBCSABRA HEAL
357,730$5.5T0.34%
80
EMBJEMBRAER S.
211,100$5.4T0.34%
81
DALDELTA AIR
112,391$5.3T0.33%
82
MSFTMICROSOFT
11,881$5.3T0.33%
83
RIGEL RESO
462,203$5.2T0.33%
84
CRMSALESFORCE
20,000$5.1T0.32%
85
VENVENTAS INC
99,600$5.1T0.32%
86
FRFIRST INDL
106,451$5.1T0.31%
87
MGMMGM RESORT
343,785$5.0T0.31%Put
88
AMHAMERICAN H
135,566$5.0T0.31%
89
LUVSOUTHWEST
175,200$5.0T0.31%
90
CCIVGBPLUCID GROU
2,005,100$5.0T0.31%Put
91
COPCONOCOPHIL
42,316$4.8T0.30%
92
KSPIKASPI KZ J
37,016$4.8T0.30%
93
IBMINTERNATIO
27,500$4.8T0.30%
94
MTHMERITAGE H
28,181$4.6T0.28%
95
RRCRANGE RES
132,600$4.4T0.28%
96
CHHCHOICE HOT
36,653$4.4T0.27%
97
PNRPENTAIR PL
55,530$4.3T0.27%
98
ASANASANA INC
302,500$4.2T0.26%
99
ROICUSDRETAIL OPP
339,896$4.2T0.26%
100
RENEFCARTESIAN
368,478$4.2T0.26%
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