PECONIC PARTNERS LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.1T
Holdings
16
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,528,365 | $1.1T | 52.46% | |
| 2 | WCCWESCO INTL INC | 2,450,143 | $438.7B | 21.19% | |
| 3 | DYDYCOM INDS INC | 3,152,954 | $358.3B | 17.31% | |
| 4 | MTZMASTEC INC | 650,000 | $76.7B | 3.70% | |
| 5 | UBERUBER TECHNOLOGIES INC | 1,180,437 | $51.0B | 2.46% | |
| 6 | ETRNUSDEQUITRANS MIDSTREAM CORP | 4,051,061 | $38.7B | 1.87% | |
| 7 | TWLOTWILIO INC | 105,000 | $6.7B | 0.32% | |
| 8 | SLABSILICON LABORATORIES INC | 15,000 | $2.4B | 0.11% | |
| 9 | POOLPOOL CORP | 6,000 | $2.2B | 0.11% | |
| 10 | VEEVVEEVA SYS INC | 10,000 | $2.0B | 0.10% | |
| 11 | NETCLOUDFLARE INC | 30,000 | $2.0B | 0.09% | |
| 12 | SHOPSHOPIFY INC | 30,000 | $1.9B | 0.09% | |
| 13 | STSENSATA TECHNOLOGIES HLDG PL | 40,000 | $1.8B | 0.09% | |
| 14 | RHRH | 3,000 | $988.8M | 0.05% | |
| 15 | LUMNLUMEN TECHNOLOGIES INC | 200,000 | $452.0M | 0.02% | |
| 16 | AMZNAMAZON COM INC | 2,915 | $380.0M | 0.02% |