PECONIC PARTNERS LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2251.9T
Holdings
10
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,598,565 | $1454.5T | 64.59% | |
| 2 | DYDYCOM INDS INC | 3,596,582 | $516.2T | 22.92% | |
| 3 | XLUSELECT SECTOR SPDR TR | 1,611,484 | $105.8T | 4.70% | |
| 4 | MUMICRON TECHNOLOGY INC | 775,000 | $91.4T | 4.06% | |
| 5 | CCLCARNIVAL CORP | 3,500,000 | $57.2T | 2.54% | |
| 6 | NEENEXTERA ENERGY INC | 250,000 | $16.0T | 0.71% | |
| 7 | SOSOUTHERN CO | 76,819 | $5.5T | 0.24% | |
| 8 | FEFIRSTENERGY CORP | 100,000 | $3.9T | 0.17% | |
| 9 | UBERUBER TECHNOLOGIES INC | 10,330 | $795.3B | 0.04% | |
| 10 | AMZNAMAZON COM INC | 3,980 | $717.9B | 0.03% |