PECONIC PARTNERS LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.1T
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 4,996,649 | $1.9T | 60.56% | |
| 2 | DYDYCOM INDS INC | 3,817,825 | $933.0B | 29.91% | |
| 3 | XLUSELECT SECTOR SPDR TR | 1,000,000 | $81.7B | 2.62% | |
| 4 | FSLRFIRST SOLAR INC | 300,000 | $49.7B | 1.59% | |
| 5 | RRCRANGE RES CORP | 800,000 | $32.5B | 1.04% | |
| 6 | GOOGLALPHABET INC | 180,000 | $31.7B | 1.02% | |
| 7 | SHLSSHOALS TECHNOLOGIES GROUP IN | 6,975,186 | $29.6B | 0.95% | |
| 8 | AMZNAMAZON COM INC | 133,980 | $29.4B | 0.94% | |
| 9 | EQTEQT CORP | 480,000 | $28.0B | 0.90% | |
| 10 | ARRYARRAY TECHNOLOGIES INC | 2,420,783 | $14.3B | 0.46% | |
| 11 | NXTNEXTRACKER INC | 10,000 | $543.7M | 0.02% |