PECONIC PARTNERS LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.4T
Holdings
34
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,531,203 | $704.6B | 48.69% | |
| 2 | WCCWESCO INTL INC | 2,385,143 | $284.7B | 19.68% | |
| 3 | DYDYCOM INDS INC | 2,481,987 | $237.1B | 16.38% | |
| 4 | GMGENERAL MTRS CO | 2,130,000 | $68.4B | 4.72% | |
| 5 | UBERUBER TECHNOLOGIES INC | 1,100,000 | $29.1B | 2.01% | |
| 6 | ETRNUSDEQUITRANS MIDSTREAM CORP | 3,053,680 | $22.8B | 1.58% | |
| 7 | SBACSBA COMMUNICATIONS CORP NEW | 72,609 | $20.7B | 1.43% | |
| 8 | WBDWARNER BROS DISCOVERY INC | 1,719,676 | $19.8B | 1.37% | |
| 9 | BMBLBUMBLE INC | 512,580 | $11.0B | 0.76% | |
| 10 | GPNGLOBAL PMTS INC | 100,000 | $10.8B | 0.75% | |
| 11 | J40TPROSHARES TR | 250,000 | $8.0B | 0.55% | |
| 12 | URAGLOBAL X FDS | 400,000 | $7.9B | 0.55% | |
| 13 | FANGDIAMONDBACK ENERGY INC | 50,000 | $6.0B | 0.42% | |
| 14 | VOOVANGUARD INDEX FDS | 10,000 | $3.3B | 0.23% | |
| 15 | ABBVABBVIE INC | 15,000 | $2.0B | 0.14% | |
| 16 | FLNGFLEX LNG LTD | 60,000 | $1.9B | 0.13% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 10,000 | $1.5B | 0.10% | |
| 18 | ARCH1USDARCH RESOURCES INC | 10,000 | $1.2B | 0.08% | |
| 19 | TLTISHARES TR | 10,000 | $1.0B | 0.07% | |
| 20 | IBBISHARES TR | 7,500 | $877.0M | 0.06% | |
| 21 | XIFRNEXTERA ENERGY PARTNERS LP | 10,000 | $723.0M | 0.05% | |
| 22 | AMRALPHA METALLURGICAL RESOUR I | 5,000 | $684.0M | 0.05% | |
| 23 | TAT&T INC | 40,000 | $614.0M | 0.04% | |
| 24 | SWN1EURSOUTHWESTERN ENERGY CO | 100,000 | $612.0M | 0.04% | |
| 25 | 8CWCROWN CASTLE INTL CORP NEW | 4,126 | $596.0M | 0.04% | |
| 26 | NEENEXTERA ENERGY INC | 5,200 | $408.0M | 0.03% | |
| 27 | AAPLAPPLE INC | 2,200 | $304.0M | 0.02% | |
| 28 | IDXXIDEXX LABS INC | 440 | $143.0M | 0.01% | |
| 29 | PYPLPAYPAL HLDGS INC | 1,250 | $108.0M | 0.01% | |
| 30 | ZTSZOETIS INC | 550 | $82.0M | 0.01% | |
| 31 | COINCOINBASE GLOBAL INC | 830 | $54.0M | 0.00% | |
| 32 | SHOPSHOPIFY INC | 1,930 | $52.0M | 0.00% | |
| 33 | NVDANVIDIA CORPORATION | 300 | $36.0M | 0.00% | |
| 34 | VMEO*VIMEO INC | 1,786 | $7.0M | 0.00% |