Fund HoldingsPDT Partners, LLC

Total Portfolio Value
$1.13B
Total Bought
$402.19M
Total Sold
$364.19M
Net Transaction
+$38.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
V F CORP(VFC)0281,088+281,08805,6080.50%+5,608
CME GROUP INC(CME)077,805+77,805017,1681.52%+17,168
WILLIAMS COS INC(WMB)0109,577+109,57705,0020.44%+5,002
INSPIRE MED SYS INC(INSP)023,387+23,38704,9360.44%+4,936
CORNING INC(GLW)094,126+94,12604,2500.38%+4,250
SENTINELONE INC(S)0172,598+172,59804,1290.37%+4,129
ROKU INC(ROKU)079,008+79,00805,8990.52%+5,899
DYNAVAX TECHNOLOGIES CORP0356,115+356,11503,9670.35%+3,967
NATERA INC(NTRA)034,032+34,03204,3200.38%+4,320
AMPHASTAR PHARMACEUTICALS IN(AMPH)081,184+81,18403,9400.35%+3,940
PACIRA BIOSCIENCES INC(PCRX)0230,477+230,47703,4690.31%+3,469
DIGITALBRIDGE GROUP INC(DBRG)0243,930+243,93003,4470.31%+3,447
VIKING HOLDINGS LTD(VIK)097,839+97,83903,4140.30%+3,414
ROCKET COS INC(RKT)0253,936+253,93604,8730.43%+4,873
KINETIK HOLDINGS INC(KNTK)072,847+72,84703,2970.29%+3,297
REDDIT INC(RDDT)049,900+49,90003,2890.29%+3,289
SHOPIFY INC(SHOP)040,800+40,80003,2700.29%+3,270
OPEN TEXT CORP(OTEX)097,714+97,71403,2520.29%+3,252
FORTINET INC(FTNT)74,68899,329+24,6414,5017,7030.68%+3,202
ITRON INC(ITRI)037,704+37,70404,0270.36%+4,027
GE VERNOVA INC(GEV)012,500+12,50003,1870.28%+3,187
WILLIAMS SONOMA INC(WSM)020,400+20,40003,1600.28%+3,160
SEMTECH CORP(SMTC)068,683+68,68303,1360.28%+3,136
MIRUM PHARMACEUTICALS INC(MIRM)39,363113,712+74,3491,3464,4350.39%+3,089
NOVA LTD(NVMI)014,726+14,72603,0680.27%+3,068
EXACT SCIENCES CORP(EXK)044,810+44,81003,0520.27%+3,052
ZURN ELKAY WATER SOLNS CORP(ZWS)082,329+82,32902,9590.26%+2,959
SWEETGREEN INC098,803+98,80303,5030.31%+3,503
SUNCOR ENERGY INC NEW(SU)079,061+79,06102,9190.26%+2,919
GOODYEAR TIRE & RUBR CO(GT)126,464487,694+361,2301,4354,3160.38%+2,881
ANTERO MIDSTREAM CORP(AM)65,190254,900+189,7109613,8360.34%+2,875
KINDER MORGAN INC DEL(KMI)0129,500+129,50002,8610.25%+2,861
RESMED INC(RMD)011,535+11,53502,8160.25%+2,816
FORTREA HLDGS INC(FTRE)0139,955+139,95502,7990.25%+2,799
TRANSUNION(TRU)53,70364,333+10,6303,9836,7360.60%+2,753
ZIM INTEGRATED SHIPPING SERV
SHS
171,667255,292+83,6253,8066,5510.58%+2,745
AMICUS THERAPEUTICS INC
COM
0252,959+252,95902,7020.24%+2,702
MYR GROUP INC DEL(MYRG)026,380+26,38002,6970.24%+2,697
MAXLINEAR INC(MXL)0185,966+185,96602,6930.24%+2,693
DLOCAL LTD(DLO)0359,635+359,63502,8770.25%+2,877
NVIDIA CORPORATION(NVDA)049,226+49,22605,9780.53%+5,978
QUALCOMM INC(QCOM)017,200+17,20002,9250.26%+2,925
ROIVANT SCIENCES LTD(ROIV)184,107399,107+215,0001,9464,6060.41%+2,660
HELEN OF TROY LTD042,517+42,51702,6300.23%+2,630
TRANSMEDICS GROUP INC(TMDX)016,300+16,30002,5590.23%+2,559
WARNER BROS DISCOVERY INC(WBD)0308,201+308,20102,5430.23%+2,543
EASTMAN CHEM CO(EMN)022,691+22,69102,5400.23%+2,540
TC ENERGY CORP(TRP)051,944+51,94402,4700.22%+2,470
DOUBLEVERIFY HLDGS INC(DV)0144,737+144,73702,4370.22%+2,437
IMPINJ INC(PI)011,144+11,14402,4130.21%+2,413
VERACYTE INC(VCYT)069,975+69,97502,3820.21%+2,382
QIAGEN NV(QGEN)0104,424+104,42404,7590.42%+4,759
TFI INTL INC(TFII)022,523+22,52303,0830.27%+3,083
BIOMARIN PHARMACEUTICAL INC(BMRN)033,028+33,02802,3220.21%+2,322
ALKERMES PLC(ALKS)0103,958+103,95802,9100.26%+2,910
ALGONQUIN PWR UTILS CORP0721,777+721,77703,9340.35%+3,934
VARONIS SYS INC(VRNS)040,607+40,60702,2940.20%+2,294
BW LPG LTD(BWLP)0158,104+158,10402,2550.20%+2,255
TOAST INC(TOST)089,842+89,84202,5430.23%+2,543
VEREN INC346,429795,255+448,8262,7264,8910.43%+2,164
MODINE MFG CO(MOD)016,100+16,10002,1380.19%+2,138
BRIGHT HORIZONS FAM SOL IN D(BFAM)015,158+15,15802,1240.19%+2,124
CROWN HLDGS INC(CCK)022,000+22,00002,1090.19%+2,109
VEECO INSTRS INC DEL(VECO)063,657+63,65702,1090.19%+2,109
WAYFAIR INC(W)036,422+36,42202,0460.18%+2,046
TOWER SEMICONDUCTOR LTD(TSEM)045,536+45,53602,0150.18%+2,015
VIASAT INC(VSAT)0165,857+165,85701,9800.18%+1,980
VERMILION ENERGY INC(VET)0280,562+280,56202,7410.24%+2,741
SCOTTS MIRACLE-GRO CO(SMG)089,315+89,31507,7440.69%+7,744
TOPGOLF CALLAWAY BRANDS CORP(CALY)0176,126+176,12601,9340.17%+1,934
SKYWORKS SOLUTIONS INC(SWKS)019,502+19,50201,9260.17%+1,926
STERLING INFRASTRUCTURE INC(STRL)013,000+13,00001,8850.17%+1,885
EATON CORP PLC(ETN)018,703+18,70306,1990.55%+6,199
PTC THERAPEUTICS INC(PTCT)0165,068+165,06806,1240.54%+6,124
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)05,025+5,02501,8610.16%+1,861
E L F BEAUTY INC(ELF)032,571+32,57103,5510.31%+3,551
AVIDXCHANGE HOLDINGS INC0226,373+226,37301,8360.16%+1,836
ASTERA LABS INC(ALAB)035,000+35,00001,8340.16%+1,834
MUELLER WTR PRODS INC(MWA)083,385+83,38501,8090.16%+1,809
VAREX IMAGING CORP0151,211+151,21101,8020.16%+1,802
GILEAD SCIENCES INC(GILD)021,107+21,10701,7700.16%+1,770
ARCTURUS THERAPEUTICS HLDGS075,144+75,14401,7440.15%+1,744
TRAVERE THERAPEUTICS INC(TVTX)0264,273+264,27303,6970.33%+3,697
DOORDASH INC(DASH)050,857+50,85707,2590.64%+7,259
HENRY JACK & ASSOC INC(JKHY)09,762+9,76201,7230.15%+1,723
NEUROCRINE BIOSCIENCES INC(NBIX)014,900+14,90001,7170.15%+1,717
BIOCRYST PHARMACEUTICALS INC(BCRX)0522,280+522,28003,9690.35%+3,969
SAVERS VALUE VLG INC(SVV)0161,446+161,44601,6980.15%+1,698
AMER SPORTS INC(AS)0106,481+106,48101,6980.15%+1,698
BIOGEN INC(BIIB)6,50016,497+9,9971,5073,1980.28%+1,691
SNOWFLAKE INC(SNOW)026,715+26,71503,0680.27%+3,068
WATTS WATER TECHNOLOGIES INC(WTS)13,76920,168+6,3992,5254,1790.37%+1,654
RUBRIK INC.(RBRK)051,000+51,00001,6400.15%+1,640
LOAR HOLDINGS INC(LOAR)021,930+21,93001,6360.14%+1,636
C3 AI INC(AI)067,012+67,01201,6240.14%+1,624
CARMAX INC(KMX)020,901+20,90101,6170.14%+1,617
SILVERCREST METALS INC0378,945+378,94503,5050.31%+3,505
CAVA GROUP INC(CAVA)050,739+50,73906,2840.56%+6,284
ERO COPPER CORP(ERO)070,261+70,26101,5650.14%+1,565
CANADIAN NAT RES LTD(CNQ)046,300+46,30001,5380.14%+1,538
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