Fund HoldingsSTEVENS CAPITAL MANAGEMENT LP

Total Portfolio Value
$702.5K
Total Bought
$522.1K
Total Sold
$116.9K
Net Transaction
+$405.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0117,978+117,9780689.64%+68
ISHARES TR0445,500+445,5000507.16%+50
NVIDIA CORPORATION(NVDA)0276,277+276,2770344.78%+34
TESLA INC(TSLA)0122,853+122,8530324.58%+32
APPLE INC(AAPL)0121,216+121,2160284.02%+28
META PLATFORMS INC(META)043,899+43,8990253.58%+25
INVESCO QQQ TR046,880+46,8800233.26%+23
MICROSTRATEGY INC(MSTR)0130,793+130,7930223.14%+22
AMAZON COM INC(AMZN)19,51699,474+79,9584192.64%+15
ISHARES TR362,854525,762+162,90828426.01%+14
ISHARES TR0143,043+143,0430131.91%+13
ALPHABET INC(GOOG)0104,085+104,0850172.46%+17
MICROSOFT CORP(MSFT)12,13635,225+23,0895152.16%+10
MICRON TECHNOLOGY INC(MU)089,246+89,246091.32%+9
ALPHABET INC(GOOG)091,237+91,2370152.17%+15
ISHARES BITCOIN TRUST ETF(IBIT)0252,097+252,097091.30%+9
ISHARES TR032,400+32,400071.02%+7
TAIWAN SEMICONDUCTOR MFG LTD(TSM)83,208121,761+38,55314213.01%+7
SALESFORCE INC(CRM)020,658+20,658060.80%+6
EXXON MOBIL CORP061,068+61,068071.02%+7
WELLTOWER INC(WELL)036,148+36,148050.66%+5
CATERPILLAR INC(CAT)011,403+11,403040.63%+4
AMERICAN TOWER CORP NEW(AMT)018,160+18,160040.60%+4
VANECK ETF TRUST
SEMICONDUCTR ETF
11,23227,523+16,291370.96%+4
UNITEDHEALTH GROUP INC(UNH)06,226+6,226040.52%+4
COCA COLA CO(KO)049,610+49,610040.51%+4
ADVANCED MICRO DEVICES INC(AMD)144,756164,090+19,33423273.83%+3
VANECK ETF TRUST
GOLD MINERS ETF
0101,719+101,719040.58%+4
SELECT SECTOR SPDR TR
ST STR FINL ETF
070,595+70,595030.46%+3
SUPER MICRO COMPUTER INC(SMCI)4388,291+7,853030.49%+3
SIMON PPTY GROUP INC NEW(SPG)020,750+20,750040.50%+4
PFIZER INC(PFE)099,037+99,037030.41%+3
GRAYSCALE BITCOIN TR BTC(GBTC)054,900+54,900030.39%+3
SELECT SECTOR SPDR TR
ST STR ENERG ETF
051,968+51,968050.65%+5
WELLS FARGO CO NEW(WFC)048,243+48,243030.39%+3
BROADCOM INC(AVGO)71321,938+21,225140.54%+3
ARK ETF TR
INNOVATION ETF
068,523+68,523030.46%+3
PROLOGIS INC.(PLD)016,124+16,124020.29%+2
ISHARES SILVER TR(SLV)0112,516+112,516030.46%+3
CROWDSTRIKE HLDGS INC(CRWD)06,457+6,457020.26%+2
CME GROUP INC(CME)075,000+75,0000172.36%+17
ACCENTURE PLC IRELAND
SHS CLASS A
3,7308,096+4,366130.41%+2
HOME DEPOT INC(HD)2,7096,475+3,766130.37%+2
SPDR SER TR
ST STR SP BIOT
017,022+17,022020.24%+2
PROSHARES TR
BITCOIN ETF
086,233+86,233020.24%+2
BLOCK INC(XYZ)023,587+23,587020.23%+2
BRISTOL-MYERS SQUIBB CO(BMY)028,492+28,492010.21%+1
ISHARES TR0200,753+200,753091.31%+9
ADOBE INC(ADBE)02,754+2,754010.20%+1
BOEING CO(BA)09,337+9,337010.20%+1
ORACLE CORP(ORCL)010,889+10,889020.26%+2
PALO ALTO NETWORKS INC(PANW)03,545+3,545010.17%+1
UBER TECHNOLOGIES INC(UBER)016,040+16,040010.17%+1
ISHARES TR043,870+43,870040.64%+4
SPDR SER TR
ST STR SP REGBNK
029,681+29,681020.24%+2
BOSTON SCIENTIFIC CORP(BSX)013,845+13,845010.17%+1
CENTERPOINT ENERGY INC(CNP)039,175+39,175010.16%+1
GOLDMAN SACHS GROUP INC(GS)02,122+2,122010.15%+1
DELTA AIR LINES INC DEL(DAL)020,303+20,303010.15%+1
INTUIT(INTU)01,657+1,657010.15%+1
CINTAS CORP(CTAS)04,988+4,988010.15%+1
PAYPAL HLDGS INC(PYPL)024,689+24,689020.27%+2
MEDTRONIC PLC(MDT)010,536+10,536010.14%+1
ISHARES TR69,61286,559+16,947230.39%+1
S&P GLOBAL INC(SPGI)3,6104,909+1,299230.36%+1
HONEYWELL INTL INC(HON)05,603+5,603010.16%+1
VALERO ENERGY CORP(VLO)06,294+6,294010.12%+1
PHILIP MORRIS INTL INC(PM)08,953+8,953010.15%+1
CHENIERE ENERGY INC(LNG)04,328+4,328010.11%+1
IDEXX LABS INC(IDXX)01,528+1,528010.11%+1
ISHARES TR
MSCI INDIA ETF
7,00019,127+12,127010.16%+1
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,740+4,740010.10%+1
BANK AMERICA CORP022,939+22,939010.13%+1
COLGATE PALMOLIVE CO(CL)08,728+8,728010.13%+1
AUTOZONE INC(AZO)0220+220010.10%+1
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,873+4,873010.09%+1
ELECTRONIC ARTS INC(EA)04,563+4,563010.09%+1
ELI LILLY & CO(LLY)0706+706010.09%+1
ISHARES INC011,600+11,600010.09%+1
SOUTHWEST AIRLS CO(LUV)020,800+20,800010.09%+1
MOODYS CORP(MCO)01,275+1,275010.09%+1
ARISTA NETWORKS INC01,574+1,574010.09%+1
KLA CORP(KLAC)0764+764010.08%+1
GRAYSCALE ETHEREUM TR ETH(ETHE)024,700+24,700010.08%+1
FIRSTENERGY CORP(FE)011,359+11,359010.07%+1
BAKER HUGHES COMPANY(BKR)013,286+13,286000.07%0
AGILENT TECHNOLOGIES INC(A)03,209+3,209000.07%0
REGENERON PHARMACEUTICALS(REGN)0452+452000.07%0
CITIGROUP INC(C)14,37622,109+7,733110.20%0
US BANCORP DEL(USB)010,262+10,262000.07%0
VERIZON COMMUNICATIONS INC(VZ)010,338+10,338000.07%0
NETFLIX INC(NFLX)5561,175+619010.12%0
DOVER CORP(DOV)02,278+2,278000.06%0
ULTA BEAUTY INC(ULTA)01,114+1,114000.06%0
LULULEMON ATHLETICA INC(LULU)01,481+1,481000.06%0
THERMO FISHER SCIENTIFIC INC(TMO)6251,200+575010.11%0
NASDAQ INC(NDAQ)05,411+5,411000.06%0
GLOBAL X FDS
GLOBAL X URANIUM
013,700+13,700000.06%0
GARTNER INC(IT)0759+759000.05%0
DELL TECHNOLOGIES INC(DELL)03,209+3,209000.05%0
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