PECONIC PARTNERS LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.5T
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,198,565 | $1.6T | 66.78% | |
| 2 | DYDYCOM INDS INC | 3,653,492 | $635.9B | 25.85% | |
| 3 | UBERUBER TECHNOLOGIES INC | 600,000 | $36.2B | 1.47% | |
| 4 | CMCSACOMCAST CORP NEW | 900,000 | $33.8B | 1.37% | |
| 5 | VSTVISTRA CORP | 220,000 | $30.3B | 1.23% | |
| 6 | SHLSSHOALS TECHNOLOGIES GROUP IN | 3,700,000 | $20.5B | 0.83% | |
| 7 | EQTEQT CORP | 400,000 | $18.4B | 0.75% | |
| 8 | CZRCAESARS ENTERTAINMENT INC NE | 504,844 | $16.9B | 0.69% | |
| 9 | NXTNEXTRACKER INC | 380,000 | $13.9B | 0.56% | |
| 10 | NWLNEWELL BRANDS INC | 1,000,000 | $10.0B | 0.40% | |
| 11 | AMZNAMAZON COM INC | 3,980 | $873.2M | 0.04% | |
| 12 | NEENEXTERA ENERGY INC | 6,485 | $464.9M | 0.02% |