Zimmer Partners, LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$6.4B
Holdings
139
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SSENTINELONE INC | 145,000 | $7.8B | 122.24% | |
| 102 | —CYRUSONE INC | 87,500 | $6.8B | 106.58% | |
| 103 | PDMPIEDMONT OFFICE REALTY TR IN | 387,500 | $6.8B | 106.29% | |
| 104 | ESEVERSOURCE ENERGY | 75,000 | $6.1B | 96.50% | |
| 105 | FRTEURFEDERAL RLTY INVT TR | 50,000 | $5.9B | 92.85% | |
| 106 | BHFBRIGHTHOUSE FINL INC | 125,000 | $5.7B | 88.98% | |
| 107 | RBLXROBLOX CORP | 73,100 | $5.5B | 86.91% | |
| 108 | TRNOTERRENO RLTY CORP | 86,800 | $5.5B | 86.36% | |
| 109 | XOSXOS INC | 1,176,306 | $5.4B | 85.70% | |
| 110 | LFG1USDARCHAEA ENERGY INC | 333,333 | $5.3B | 83.20% | |
| 111 | MYPSPLAYSTUDIOS INC | 1,138,323 | $5.2B | 81.69% | |
| 112 | SIRIEURSIRIUS XM HOLDINGS INC | 797,500 | $4.9B | 76.56% | |
| 113 | FQIDIGITAL RLTY TR INC | 31,500 | $4.5B | 71.60% | |
| 114 | HAYWHAYWARD HLDGS INC | 194,956 | $4.3B | 68.23% | |
| 115 | OLPXOLAPLEX HLDGS INC | 175,000 | $4.3B | 67.48% | |
| 116 | —BLUESCAPE OPPORTUNITIES ACQU | 4,245,000 | $4.3B | 67.46% | |
| 117 | FLYWFLYWIRE CORPORATION | 75,000 | $3.3B | 51.74% | |
| 118 | FRSHFRESHWORKS INC | 70,000 | $3.0B | 47.02% | |
| 119 | SEDGSOLAREDGE TECHNOLOGIES INC | 10,000 | $2.7B | 41.73% | |
| 120 | BROSDUTCH BROS INC | 53,000 | $2.3B | 36.13% | |
| 121 | GHLDGUILD HLDGS CO | 146,368 | $2.0B | 31.69% | |
| 122 | —FORGEROCK INC | 40,000 | $1.6B | 24.50% | |
| 123 | ONONON HLDG AG | 50,000 | $1.5B | 23.72% | |
| 124 | PAYPAYMENTUS HOLDINGS INC | 60,000 | $1.5B | 23.26% | |
| 125 | SJR/BEURSHAW COMMUNICATIONS INC | 50,000 | $1.5B | 22.87% | |
| 126 | LAWCS DISCO INC | 30,000 | $1.4B | 22.63% | |
| 127 | TOSTTOAST INC | 23,000 | $1.1B | 18.08% | |
| 128 | DHDEFINITIVE HEALTHCARE CORP | 25,000 | $1.1B | 16.85% | |
| 129 | —HYZON MOTORS INC | 143,450 | $996.0M | 15.67% | |
| 130 | DUOLDUOLINGO INC | 5,500 | $915.0M | 14.40% | |
| 131 | FTSFORTIS INC | 18,979 | $842.0M | 13.25% | |
| 132 | RELYREMITLY GLOBAL INC | 20,000 | $734.0M | 11.55% | |
| 133 | ESMTUSDENGAGESMART INC | 21,000 | $715.0M | 11.25% | |
| 134 | 786HOME PT CAPITAL INCORPORATED | 172,497 | $711.0M | 11.19% | |
| 135 | PYCRPAYCOR HCM INC | 20,000 | $703.0M | 11.06% | |
| 136 | SRADSPORTRADAR GROUP AG | 30,000 | $679.0M | 10.69% | |
| 137 | CWANCLEARWATER ANALYTICS HLDGS I | 25,000 | $640.0M | 10.07% | |
| 138 | RSKDRISKIFIED LTD | 23,000 | $525.0M | 8.26% | |
| 139 | COOKTRAEGER INC | 20,000 | $419.0M | 6.59% |
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