Fund HoldingsQuantbot Technologies LP

Total Portfolio Value
$1.72B
Total Bought
$1.12B
Total Sold
$889.55M
Net Transaction
+$233.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DRAFTKINGS INC-CL A(DKNG)0307,937+307,937010,8550.63%+10,855
SCHLUMBERGER LTD(SLB)0196,485+196,485010,2250.59%+10,225
NRG ENERGY INC(NRG)0250,550+250,550012,9530.75%+12,953
HP INC(HPQ)0339,874+339,874010,2270.59%+10,227
MICROSOFT CORP(MSFT)034,071+34,071012,8120.74%+12,812
PROGRESSIVE CORP(PGR)057,633+57,63309,1800.53%+9,180
HUMANA INC(HUM)023,668+23,668010,8350.63%+10,835
SNOWFLAKE INC-CLASS A(SNOW)044,985+44,98508,9520.52%+8,952
TESLA INC(TSLA)036,631+36,63109,1020.53%+9,102
WELLTOWER INC(WELL)092,413+92,41308,3330.48%+8,333
AUTOMATIC DATA PROCESSING045,151+45,151010,5190.61%+10,519
ROKU INC(ROKU)098,857+98,85709,0610.53%+9,061
SOFI TECHNOLOGIES INC(SOFI)0805,579+805,57908,0160.47%+8,016
ALIGN TECHNOLOGY INC031,366+31,36608,5940.50%+8,594
VEEVA SYSTEMS INC-CLASS A(VEEV)037,021+37,02107,1270.41%+7,127
TORONTO-DOMINION BANK(TD)0108,638+108,63807,0200.41%+7,020
CENCORA INC28,54958,581+30,0325,13812,0310.70%+6,893
PINTEREST INC- CLASS A(PINS)0224,704+224,70408,3230.48%+8,323
BANK OF NOVA SCOTIA0139,186+139,18606,7770.39%+6,777
SPOTIFY TECHNOLOGY SA(SPOT)039,445+39,44507,4120.43%+7,412
CROWDSTRIKE HOLDINGS INC - A(CRWD)026,253+26,25306,7030.39%+6,703
MERCADOLIBRE INC(MELI)04,247+4,24706,6740.39%+6,674
CARDINAL HEALTH INC(CAH)087,521+87,52108,8220.51%+8,822
STARBUCKS CORP(SBUX)072,359+72,35906,9470.40%+6,947
WESTERN DIGITAL CORP(WDC)0117,231+117,23106,1390.36%+6,139
THE CIGNA GROUP(CI)019,890+19,89005,9560.35%+5,956
CENOVUS ENERGY INC(CVE)0357,177+357,17705,9470.35%+5,947
CROWN CASTLE INC(CCI)051,202+51,20205,8980.34%+5,898
CINTAS CORP(CTAS)09,752+9,75205,8770.34%+5,877
ALPHABET INC-CL A(GOOG)059,459+59,45908,3060.48%+8,306
TYSON FOODS INC-CL A(TSN)0107,858+107,85805,7970.34%+5,797
YUM CHINA HOLDINGS INC(YUMC)0135,677+135,67705,7570.33%+5,757
PHILIP MORRIS INTERNATIONAL(PM)061,142+61,14205,7520.33%+5,752
MCKESSON CORP(MCK)012,138+12,13805,6200.33%+5,620
ICICI BANK LTD-SPON ADR(IBN)0237,363+237,36305,6590.33%+5,659
CNH INDUSTRIAL NV
SHS
0622,708+622,70807,5850.44%+7,585
ENVISTA HOLDINGS CORP(NVST)0226,667+226,66705,4540.32%+5,454
INTEL CORP(INTC)0107,533+107,53305,4040.31%+5,404
GSK PLC-SPON ADR(GSK)0144,712+144,71205,3630.31%+5,363
BECTON DICKINSON AND CO(BDX)021,761+21,76105,3060.31%+5,306
FRANCO-NEVADA CORP(FNV)047,873+47,87305,3050.31%+5,305
NVR INC(NVR)0745+74505,2150.30%+5,215
AXALTA COATING SYSTEMS LTD(AXTA)0153,154+153,15405,2030.30%+5,203
UNUM GROUP(UNM)0113,390+113,39005,1270.30%+5,127
MCCORMICK CO-NON VTG SHRS(MKC)082,060+82,06005,6150.33%+5,615
AMERICAN HOMES 4 RENT- A(AMH)0142,085+142,08505,1090.30%+5,109
NEWMONT CORP(NEM)0148,832+148,83206,1600.36%+6,160
GAP INC/THE(GAP)0240,493+240,49305,0290.29%+5,029
BEST BUY CO INC(BBY)068,641+68,64105,3730.31%+5,373
AIR PRODUCTS CHEMICALS INC024,989+24,98906,8420.40%+6,842
BCE INC(BCE)0132,046+132,04605,2000.30%+5,200
EQUITABLE HOLDINGS INC0141,175+141,17504,7010.27%+4,701
NUTRIEN LTD(NTR)083,109+83,10904,6820.27%+4,682
ARES CAPITAL CORP(ARCC)0258,118+258,11805,1700.30%+5,170
EQUINIX INC(EQIX)05,597+5,59704,5080.26%+4,508
GODADDY INC - CLASS A(GDDY)041,138+41,13804,3670.25%+4,367
THERMO FISHER SCIENTIFIC INC(TMO)011,369+11,36906,0350.35%+6,035
OVINTIV INC(OVV)096,967+96,96704,2590.25%+4,259
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
0111,318+111,31804,1860.24%+4,186
RIO TINTO PLC-SPON ADR(RIO)056,048+56,04804,1730.24%+4,173
ESTEE LAUDER COMPANIES-CL A(EL)028,500+28,50004,1680.24%+4,168
ARROW ELECTRONICS INC033,550+33,55004,1010.24%+4,101
BJS WHOLESALE CLUB HOLDINGS(BJ)060,094+60,09404,0060.23%+4,006
WEST PHARMACEUTICAL SERVICES(WST)011,259+11,25903,9650.23%+3,965
CORE MAIN INC-CLASS A(CNM)093,919+93,91903,7950.22%+3,795
KOHLS CORP(KSS)0137,586+137,58603,9460.23%+3,946
ENTERGY CORP(ETR)036,253+36,25303,6680.21%+3,668
ALCON INC(ALC)046,884+46,88403,6630.21%+3,663
NEW YORK COMMUNITY BANCORP0356,335+356,33503,6450.21%+3,645
ASTRAZENECA PLC-SPONS ADR(AZN)061,338+61,33804,1310.24%+4,131
CHOICE HOTELS INTL INC(CHH)073,638+73,63808,3430.48%+8,343
ARCHER-DANIELS-MIDLAND CO064,073+64,07304,6270.27%+4,627
DATADOG INC - CLASS A(DDOG)029,242+29,24203,5490.21%+3,549
FORTINET INC(FTNT)060,344+60,34403,5320.21%+3,532
C.H. ROBINSON WORLDWIDE INC(CHRW)040,792+40,79203,5240.20%+3,524
APTIV PLC(APTV)039,181+39,18103,5150.20%+3,515
ARCH CAPITAL GROUP LTD
ORD
047,294+47,29403,5130.20%+3,513
SL GREEN REALTY CORP(SLG)0129,630+129,63005,8550.34%+5,855
HERSHEY CO/THE(HSY)018,049+18,04903,3650.20%+3,365
ATKORE INC020,821+20,82103,3310.19%+3,331
SHELL PLC-ADR(SHEL)051,063+51,06303,3600.20%+3,360
REGIONS FINANCIAL CORP(RF)0171,197+171,19703,3180.19%+3,318
GRAB HOLDINGS LTD - CL A
CLASS A ORD
0969,049+969,04903,2660.19%+3,266
BLUE OWL CAPITAL INC(OBDC)0301,063+301,06304,4860.26%+4,486
GENPACT LTD
SHS
093,936+93,93603,2610.19%+3,261
STELLANTIS NV(STLA)0245,845+245,84505,7330.33%+5,733
DUOLINGO(DUOL)014,156+14,15603,2110.19%+3,211
CRESCENT POINT ENERGY CORP0497,312+497,31203,4460.20%+3,446
CAMECO CORP(CCJ)071,940+71,94003,1010.18%+3,101
CHARTER COMMUNICATIONS INC-A(CHTR)07,937+7,93703,0850.18%+3,085
HORMEL FOODS CORP(HRL)095,105+95,10503,0540.18%+3,054
MONSTER BEVERAGE CORP(MNST)052,997+52,99703,0530.18%+3,053
MATTEL INC(MAT)0161,692+161,69203,0530.18%+3,053
AXOS FINANCIAL INC(AX)055,817+55,81703,0480.18%+3,048
VALE SA-SP ADR0191,902+191,90203,0440.18%+3,044
WHIRLPOOL CORP(WHR)053,411+53,41106,5040.38%+6,504
WYNDHAM HOTELS RESORTS INC(WH)037,375+37,37503,0050.17%+3,005
VALMONT INDUSTRIES(VMI)015,334+15,33403,5810.21%+3,581
SPECTRUM BRANDS HOLDINGS INC(SPB)036,869+36,86902,9410.17%+2,941
WEYERHAEUSER CO(WY)0117,823+117,82304,0970.24%+4,097
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