PECONIC PARTNERS LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$561.2B
Holdings
44
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SVCS INC | 5,682,446 | $300.4B | 53.53% | |
| 2 | WCCWESCO INTL INC | 1,588,716 | $69.9B | 12.46% | |
| 3 | SBACSBA COMMUNICATIONS CORP NEW | 69,359 | $22.1B | 3.94% | |
| 4 | GOOGLALPHABET INC | 11,625 | $17.0B | 3.04% | |
| 5 | NTRNUTRIEN LTD | 425,000 | $16.7B | 2.97% | |
| 6 | MTZMASTEC INC | 389,924 | $16.5B | 2.93% | |
| 7 | VVISA INC | 60,290 | $12.1B | 2.15% | |
| 8 | MAMASTERCARD INCORPORATED | 32,185 | $10.9B | 1.94% | |
| 9 | PCGPG&E CORP | 1,020,319 | $9.6B | 1.71% | |
| 10 | APH1EURAPHRIA INC | 2,015,515 | $8.9B | 1.59% | |
| 11 | MGMMGM RESORTS INTERNATIONAL | 375,000 | $8.2B | 1.45% | |
| 12 | LNGCHENIERE ENERGY INC | 160,000 | $7.4B | 1.32% | |
| 13 | WMTWALMART INC | 50,000 | $7.0B | 1.25% | |
| 14 | METAFACEBOOK INC | 24,505 | $6.4B | 1.14% | |
| 15 | TJXTJX COS INC NEW | 100,000 | $5.6B | 0.99% | |
| 16 | ETRNUSDEQUITRANS MIDSTREAM CORP | 650,000 | $5.5B | 0.98% | |
| 17 | ALKALASKA AIR GROUP INC | 150,000 | $5.5B | 0.98% | |
| 18 | SLABSILICON LABORATORIES INC | 52,920 | $5.2B | 0.92% | |
| 19 | CCLCARNIVAL CORP | 250,000 | $3.8B | 0.68% | |
| 20 | LUVSOUTHWEST AIRLS CO | 100,000 | $3.8B | 0.67% | |
| 21 | 8CWCROWN CASTLE INTL CORP NEW | 17,500 | $2.9B | 0.52% | |
| 22 | GOOSCANADA GOOSE HLDGS INC | 75,000 | $2.4B | 0.43% | |
| 23 | IBBISHARES TR | 15,000 | $2.0B | 0.36% | |
| 24 | SHOPSHOPIFY INC | 1,500 | $1.5B | 0.27% | |
| 25 | NXPINXP SEMICONDUCTORS N V | 10,000 | $1.2B | 0.22% | |
| 26 | XLKSELECT SECTOR SPDR TR | 10,000 | $1.2B | 0.21% | |
| 27 | SJMSMUCKER J M CO | 10,000 | $1.2B | 0.21% | |
| 28 | XYZSQUARE INC | 5,000 | $813.0M | 0.14% | |
| 29 | AAPLAPPLE INC | 6,300 | $730.0M | 0.13% | |
| 30 | REGNREGENERON PHARMACEUTICALS | 1,000 | $560.0M | 0.10% | |
| 31 | EQIXEQUINIX INC | 600 | $456.0M | 0.08% | |
| 32 | IWMISHARES TR | 2,700 | $404.0M | 0.07% | |
| 33 | —ALKALINE WTR CO INC | 306,286 | $386.0M | 0.07% | |
| 34 | SPLKCHFSPLUNK INC | 2,000 | $376.0M | 0.07% | |
| 35 | AMTAMERICAN TOWER CORP NEW | 1,500 | $363.0M | 0.06% | |
| 36 | NEENEXTERA ENERGY INC | 1,300 | $361.0M | 0.06% | |
| 37 | AMZNAMAZON COM INC | 112 | $353.0M | 0.06% | |
| 38 | DYDYCOM INDS INC | 6,000 | $317.0M | 0.06% | |
| 39 | IDXXIDEXX LABS INC | 800 | $314.0M | 0.06% | |
| 40 | MSFTMICROSOFT CORP | 1,445 | $304.0M | 0.05% | |
| 41 | HDHOME DEPOT INC | 965 | $268.0M | 0.05% | |
| 42 | —IAC INTERACTIVECORP NEW | 2,000 | $240.0M | 0.04% | |
| 43 | —FLOTEK INDS INC DEL | 50,000 | $136.0M | 0.02% | |
| 44 | —ANTARES PHARMA INC | 25,000 | $68.0M | 0.01% |