Fund HoldingsPDT Partners, LLC

Total Portfolio Value
$1.06B
Total Bought
$284.99M
Total Sold
$280.59M
Net Transaction
+$4.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SOFI TECHNOLOGIES INC(SOFI)0740,850+740,85004,8970.46%+4,897
EXPEDIA GROUP INC(EXPE)031,904+31,90404,0200.38%+4,020
AT&T INC(T)0208,920+208,92003,9920.38%+3,992
TRANSUNION(TRU)053,703+53,70303,9830.38%+3,983
BW LPG LTD(BWLP)0193,308+193,30803,5910.34%+3,591
COINBASE GLOBAL INC(COIN)019,525+19,52504,3390.41%+4,339
CELESTICA INC(CLS)060,728+60,72803,4820.33%+3,482
ALNYLAM PHARMACEUTICALS INC(ALNY)014,284+14,28403,4710.33%+3,471
CONMED CORP(CNMD)064,000+64,00004,4360.42%+4,436
10X GENOMICS INC(TXG)0261,880+261,88005,0940.48%+5,094
REGENERON PHARMACEUTICALS(REGN)03,000+3,00003,1530.30%+3,153
SNAP INC(SNAP)133,800281,128+147,3281,5364,6700.44%+3,134
ATI INC(ATI)35,21085,484+50,2741,8024,7400.45%+2,938
GUARDANT HEALTH INC(GH)0144,585+144,58504,1760.40%+4,176
CROWDSTRIKE HLDGS INC(CRWD)09,700+9,70003,7170.35%+3,717
VEREN INC0346,429+346,42902,7260.26%+2,726
WIX COM LTD
SHS
016,975+16,97502,7000.26%+2,700
ATMUS FILTRATION TECHNOLOGIE(ATMU)093,677+93,67702,6960.26%+2,696
CARDINAL HEALTH INC(CAH)17,91146,800+28,8892,0044,6010.44%+2,597
BADGER METER INC013,893+13,89302,5890.25%+2,589
FORTUNA MNG CORP(FSM)0527,847+527,84702,5810.24%+2,581
SHARKNINJA INC(SN)36,63564,244+27,6092,2824,8280.46%+2,546
WATTS WATER TECHNOLOGIES INC(WTS)013,769+13,76902,5250.24%+2,525
PALANTIR TECHNOLOGIES INC(PLTR)098,300+98,30002,4900.24%+2,490
UBER TECHNOLOGIES INC(UBER)52,58689,813+37,2274,0496,5280.62%+2,479
ABBOTT LABS023,700+23,70002,4630.23%+2,463
M & T BK CORP(MTB)29,19544,292+15,0974,2466,7040.63%+2,458
INSULET CORP(PODD)23,89032,292+8,4024,0956,5170.62%+2,422
BEYOND INC0183,969+183,96902,4060.23%+2,406
FORTINET INC(FTNT)31,80074,688+42,8882,1724,5010.43%+2,329
COMMVAULT SYS INC(CVLT)027,777+27,77703,3770.32%+3,377
TORM PLC(TRMD)086,403+86,40303,3500.32%+3,350
BROOKFIELD CORP(BN)053,863+53,86302,2370.21%+2,237
NABORS INDUSTRIES LTD(NBR)031,165+31,16502,2180.21%+2,218
MADDEN STEVEN LTD(SHOO)051,905+51,90502,1960.21%+2,196
LOUISIANA PAC CORP(LPX)044,339+44,33903,6500.35%+3,650
PROTHENA CORP PLC
SHS
0102,708+102,70802,1200.20%+2,120
BRINKER INTL INC(EAT)39,88656,065+16,1791,9824,0590.38%+2,077
ZIM INTEGRATED SHIPPING SERV
SHS
0171,667+171,66703,8060.36%+3,806
DAVITA INC(DVA)021,381+21,38102,9630.28%+2,963
SEALED AIR CORP NEW065,279+65,27902,2710.21%+2,271
INTEGRAL AD SCIENCE HLDNG CO0257,667+257,66702,5050.24%+2,505
BOOZ ALLEN HAMILTON HLDG COR012,249+12,24901,8850.18%+1,885
COMFORT SYS USA INC(FIX)07,234+7,23402,2000.21%+2,200
MAPLEBEAR INC(CART)071,058+71,05802,2840.22%+2,284
TIDEWATER INC NEW(TDW)018,768+18,76801,7870.17%+1,787
GFL ENVIRONMENTAL INC(GFL)079,378+79,37803,0900.29%+3,090
WALGREENS BOOTS ALLIANCE INC0143,915+143,91501,7410.16%+1,741
LABCORP HOLDINGS INC(LH)08,533+8,53301,7370.16%+1,737
FIRSTSERVICE CORP NEW015,801+15,80102,4080.23%+2,408
APTIV PLC(APTV)022,200+22,20001,5630.15%+1,563
FTAI INFRASTRUCTURE INC0176,127+176,12701,5200.14%+1,520
CRISPR THERAPEUTICS AG(CRSP)050,060+50,06002,7040.26%+2,704
ROYAL CARIBBEAN GROUP
COM
09,500+9,50001,5150.14%+1,515
BIOGEN INC(BIIB)06,500+6,50001,5070.14%+1,507
KLAVIYO INC(KVYO)059,598+59,59801,4830.14%+1,483
LAM RESEARCH CORP(LRCX)05,400+5,40005,7500.54%+5,750
NETSCOUT SYS INC(NTCT)080,062+80,06201,4640.14%+1,464
VIR BIOTECHNOLOGY INC(VIR)0164,327+164,32701,4630.14%+1,463
NETAPP INC(NTAP)040,035+40,03505,1570.49%+5,157
UNIVERSAL HLTH SVCS INC(UHS)07,842+7,84201,4500.14%+1,450
GOODYEAR TIRE & RUBR CO(GT)0126,464+126,46401,4350.14%+1,435
REPLIMUNE GROUP INC(REPL)0158,770+158,77001,4290.14%+1,429
ROBLOX CORP(RBLX)0169,027+169,02706,2890.60%+6,289
COTY INC(COTY)0243,772+243,77202,4430.23%+2,443
ROYALTY PHARMA PLC(RPRX)051,436+51,43601,3560.13%+1,356
MIRUM PHARMACEUTICALS INC(MIRM)039,363+39,36301,3460.13%+1,346
CAMTEK LTD(CAMT)028,610+28,61003,5830.34%+3,583
HUDBAY MINERALS INC(HBM)0147,227+147,22701,3320.13%+1,332
CIRRUS LOGIC INC(CRUS)09,800+9,80001,2510.12%+1,251
FASTLY INC(FSLY)0168,944+168,94401,2450.12%+1,245
FORD MTR CO DEL(F)096,977+96,97701,2160.12%+1,216
ROIVANT SCIENCES LTD(ROIV)0184,107+184,10701,9460.18%+1,946
BUMBLE INC0353,202+353,20203,7120.35%+3,712
ESCO TECHNOLOGIES INC(ESE)021,326+21,32602,2400.21%+2,240
PNC FINL SVCS GROUP INC(PNC)22,80931,118+8,3093,6864,8380.46%+1,152
CLEAR SECURE INC(YOU)139,825219,954+80,1292,9744,1150.39%+1,141
ENTEGRIS INC(ENTG)08,407+8,40701,1380.11%+1,138
SPOTIFY TECHNOLOGY S A(SPOT)026,171+26,17108,2120.78%+8,212
BJS WHSL CLUB HLDGS INC(BJ)74,29776,597+2,3005,6216,7280.64%+1,108
PENUMBRA INC(PEN)07,995+7,99501,4390.14%+1,439
PAGAYA TECHNOLOGIES LTD(PGY)084,737+84,73701,0810.10%+1,081
VECTOR GROUP LTD0185,436+185,43601,9600.19%+1,960
CONAGRA BRANDS INC(CAG)037,644+37,64401,0700.10%+1,070
ANTERO RESOURCES CORP(AR)0138,800+138,80004,5290.43%+4,529
CADRE HLDGS INC(CDRE)030,293+30,29301,0170.10%+1,017
SAREPTA THERAPEUTICS INC(SRPT)035,229+35,22905,5660.53%+5,566
ODDITY TECH LTD
SHS CL A
36,61365,821+29,2081,5912,5840.24%+993
KINROSS GOLD CORP(KGC)0445,486+445,48603,7060.35%+3,706
MOLINA HEALTHCARE INC(MOH)03,311+3,31109840.09%+984
AURINIA PHARMACEUTICALS INC(AUPH)0171,349+171,34909780.09%+978
BIRKENSTOCK HOLDING PLC(BIRK)017,946+17,94609760.09%+976
SILK RD MED INC0111,256+111,25603,0080.28%+3,008
MARAVAI LIFESCIENCES HLDGS I(MRVI)0135,819+135,81909720.09%+972
FEDERATED HERMES INC(FHI)029,370+29,37009660.09%+966
OFG BANCORP(OFG)025,755+25,75509650.09%+965
ANTERO MIDSTREAM CORP(AM)065,190+65,19009610.09%+961
LIFE TIME GROUP HOLDINGS INC(LTH)070,196+70,19601,3220.13%+1,322
PLAYA HOTELS & RESORTS NV0111,563+111,56309360.09%+936
PERION NETWORK LTD0110,409+110,40909220.09%+922
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