PICTON MAHONEY ASSET MANAGEMENT Q3 2020 Filing
Filed November 2, 2020
Portfolio Value
$1.8B
Holdings
337
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (337 positions)
| Stock | Value |
|---|---|
—TUSCAN HLDGS CORP II | $135.0M |
—PROPERTY SOLUTIONS ACQUISITI | $93.0M |
—LIV CAP ACQUISITION CORP | $84.0M |
—GIGCAPITAL2 INC | $73.0M |
MSFTMICROSOFT CORP | $57.6M |
AMZNAMAZON COM INC | $55.0M |
AAPLAPPLE INC | $49.2M |
MAMASTERCARD INCORPORATED | $34.5M |
METAFACEBOOK INC | $33.1M |
PYPLPAYPAL HLDGS INC | $32.5M |
ZTSZOETIS INC | $29.2M |
NVDANVIDIA CORPORATION | $27.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $24.6M |
—NORTHERN GENESIS ACQUISITION | $23.7M |
CSGPCOSTAR GROUP INC | $21.1M |
NOWSERVICENOW INC | $20.4M |
NEENEXTERA ENERGY INC | $19.2M |
AMDADVANCED MICRO DEVICES INC | $19.0M |
JPMJPMORGAN CHASE AND CO | $18.2M |
MXIMMAXIM INTEGRATED PRODS INC | $17.7M |
ABTABBOTT LABS | $17.7M |
MTCHMATCH GROUP INC NEW | $16.9M |
NSCNORFOLK SOUTHN CORP | $16.8M |
VRTXVERTEX PHARMACEUTICALS INC | $16.8M |
BMYBRISTOL-MYERS SQUIBB CO | $16.7M |
—BARCLAYS BANK PLC | $16.6M |
RNGRINGCENTRAL INC | $16.6M |
VAREURVARIAN MED SYS INC | $15.9M |
MDLZMONDELEZ INTL INC | $15.2M |
PSTHPERSHING SQUARE TONTINE HLDG | $15.0M |
SUISUN CMNTYS INC | $14.9M |
TMUST-MOBILE US INC | $14.9M |
—IMMUNOMEDICS INC | $14.9M |
—CHURCHILL CAPITAL CORP IV | $14.5M |
ATVIEURACTIVISION BLIZZARD INC | $14.2M |
SPGIS AND P GLOBAL INC | $14.0M |
ADBEADOBE SYSTEMS INCORPORATED | $13.9M |
APOEURAPOLLO GLOBAL MGMT INC | $13.7M |
AVLRUSDAVALARA INC | $13.4M |
GSGOLDMAN SACHS GROUP INC | $13.3M |
ETRAE TRADE FINANCIAL CORP | $13.3M |
UNHUNITEDHEALTH GROUP INC | $13.3M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $13.3M |
ROPROPER TECHNOLOGIES INC | $12.9M |
DKNG1USDDRAFTKINGS INC | $12.8M |
PGPROCTER AND GAMBLE CO | $12.4M |
EWEDWARDS LIFESCIENCES CORP | $12.3M |
DHID R HORTON INC | $12.2M |
DOVDOVER CORP | $12.2M |
KNXKNIGHT SWIFT TRANSN HLDGS IN | $12.1M |
PEPPEPSICO INC | $11.9M |
QCOMQUALCOMM INC | $11.6M |
DEDEERE AND CO | $11.4M |
SPLKCHFSPLUNK INC | $11.3M |
LULULULULEMON ATHLETICA INC | $11.2M |
NXPINXP SEMICONDUCTORS N V | $10.7M |
COLDAMERICOLD RLTY TR | $10.6M |
AONAON PLC | $10.6M |
—NATIONAL GEN HLDGS CORP | $10.5M |
CTLTEURCATALENT INC | $10.5M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $10.4M |
DDDUPONT DE NEMOURS INC | $10.3M |
—FG NEW AMER ACQUISITION CORP | $10.0M |
LHXL3HARRIS TECHNOLOGIES INC | $9.7M |
BURLBURLINGTON STORES INC | $9.6M |
PINSPINTEREST INC | $9.6M |
NFLXNETFLIX INC | $9.6M |
BACBK OF AMERICA CORP | $9.3M |
—ACACIA COMMUNICATIONS INC | $9.0M |
FDXFEDEX CORP | $8.9M |
DC4DEXCOM INC | $8.8M |
CPRTCOPART INC | $8.8M |
NBL2EURNOBLE ENERGY INC | $8.7M |
SNPSSYNOPSYS INC | $8.5M |
—CC NEUBERGER PRINCIPAL HLDNG | $8.1M |
—HAYMAKER ACQUISITION CORP II | $8.0M |
IWNISHARES TR | $7.8M |
—GORES HLDGS V INC | $7.8M |
APDAIR PRODS AND CHEMS INC | $7.7M |
—STABLE RD ACQUISITION CORP | $7.6M |
—GS ACQUISITION HLDGS CORP II | $7.5M |
CRWDCROWDSTRIKE HLDGS INC | $7.5M |
ATHSATHENE HOLDING LTD | $7.5M |
WMTWALMART INC | $7.4M |
CAGCONAGRA BRANDS INC | $7.3M |
HONHONEYWELL INTL INC | $7.2M |
DISDISNEY WALT CO | $7.0M |
LKQ1LKQ CORP | $7.0M |
—MERIDA MERGER CORP I | $6.8M |
RPAYREPAY HLDGS CORP | $6.6M |
—FOLEY TRASIMENE ACQUISTN COR | $6.6M |
—HUDSON EXECUTIVE INVT CORP | $6.4M |
RSRELIANCE STEEL AND ALUMINUM CO | $6.3M |
—SOCIAL CAP HEDSPIA HLDG CO I | $6.2M |
—CC NEUBERGER PRIN HLDGS II | $6.2M |
CRLCHARLES RIV LABS INTL INC | $6.1M |
SBACSBA COMMUNICATIONS CORP NEW | $6.1M |
—CF FINANCE ACQUISITION CORP | $6.1M |
IQVIQVIA HLDGS INC | $6.0M |
—TUSCAN HLDGS CORP II | $6.0M |
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