Fund HoldingsPDT Partners, LLC

Total Portfolio Value
$1.13B
Total Bought
$339.12M
Total Sold
$382.45M
Net Transaction
-$43.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LOGITECH INTL S A
SHS
0135,106+135,106011,1560.99%+11,156
FORD MTR CO(F)0718,101+718,10107,1090.63%+7,109
TARGA RES CORP(TRGP)027,700+27,70004,9440.44%+4,944
APPLOVIN CORP(APP)014,004+14,00404,5350.40%+4,535
PEABODY ENERGY CORP(BTU)0215,617+215,61704,5150.40%+4,515
LYFT INC(LYFT)0334,000+334,00004,3090.38%+4,309
FTAI AVIATION LTD(FTAI)030,814+30,81404,4380.39%+4,438
INTEL CORP(INTC)0224,200+224,20004,4950.40%+4,495
DT MIDSTREAM INC(DTM)040,532+40,53204,0300.36%+4,030
CARVANA CO(CVNA)019,801+19,80104,0270.36%+4,027
VERTEX PHARMACEUTICALS INC(VRTX)09,803+9,80303,9480.35%+3,948
LAM RESEARCH CORP(LRCX)052,720+52,72003,8080.34%+3,808
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
096,908+96,90806,5130.58%+6,513
PALANTIR TECHNOLOGIES INC(PLTR)098,300+98,30007,4340.66%+7,434
SUPER MICRO COMPUTER INC(SMCI)0120,100+120,10003,6610.32%+3,661
SOUTHERN COPPER CORP(SCCO)039,809+39,80903,6280.32%+3,628
INTELLIA THERAPEUTICS INC(NTLA)0327,608+327,60803,8200.34%+3,820
ECOLAB INC(ECL)015,951+15,95103,7380.33%+3,738
BIOMARIN PHARMACEUTICAL INC(BMRN)33,02888,663+55,6352,3225,8280.52%+3,506
PROGYNY INC0200,636+200,63603,4610.31%+3,461
ROBINHOOD MKTS INC(HOOD)0163,005+163,00506,0740.54%+6,074
ON HLDG AG(ONON)078,993+78,99304,3260.38%+4,326
STELLANTIS N.V(STLA)0238,993+238,99303,1190.28%+3,119
NEUROCRINE BIOSCIENCES INC(NBIX)14,90034,748+19,8481,7174,7430.42%+3,026
HALOZYME THERAPEUTICS INC(HALO)084,062+84,06204,0190.36%+4,019
ZOETIS INC(ZTS)038,867+38,86706,3330.56%+6,333
PELOTON INTERACTIVE INC(PTON)0453,335+453,33503,9440.35%+3,944
DUOLINGO INC(DUOL)011,102+11,10203,6000.32%+3,600
CELESTICA INC(CLS)077,594+77,59407,1620.63%+7,162
SKYWORKS SOLUTIONS INC(SWKS)19,50253,839+34,3371,9264,7740.42%+2,848
CLEARWATER ANALYTICS HLDGS I0102,862+102,86202,8310.25%+2,831
BIOGEN INC(BIIB)16,49739,405+22,9083,1986,0260.53%+2,828
UBER TECHNOLOGIES INC(UBER)058,200+58,20003,5110.31%+3,511
EXPEDIA GROUP INC(EXPE)026,287+26,28704,8980.43%+4,898
KLAVIYO INC(KVYO)0111,899+111,89904,6150.41%+4,615
NU HLDGS LTD(NU)0264,211+264,21102,7370.24%+2,737
MAKEMYTRIP LIMITED MAURITIUS
SHS
024,330+24,33002,7320.24%+2,732
XP INC(XP)0273,873+273,87303,2450.29%+3,245
IMAX CORP0101,867+101,86702,6080.23%+2,608
DUTCH BROS INC(BROS)049,134+49,13402,5740.23%+2,574
GRAB HOLDINGS LIMITED
CLASS A ORD
0507,959+507,95902,3980.21%+2,398
TYSON FOODS INC(TSN)041,279+41,27902,3710.21%+2,371
ANTERO RESOURCES CORP(AR)0183,184+183,18406,4210.57%+6,421
LANDBRIDGE COMPANY LLC(LB)035,819+35,81902,3140.20%+2,314
GUARDANT HEALTH INC(GH)0240,473+240,47307,3460.65%+7,346
BLUE BIRD CORP059,784+59,78402,3090.20%+2,309
CELLEBRITE DI LTD(CLBT)0122,842+122,84202,7060.24%+2,706
PARSONS CORP DEL(PSN)030,991+30,99102,8590.25%+2,859
10X GENOMICS INC(TXG)0354,958+354,95805,0970.45%+5,097
ZURN ELKAY WATER SOLNS CORP(ZWS)82,329137,539+55,2102,9595,1300.45%+2,171
ANTERO MIDSTREAM CORP(AM)254,900396,510+141,6103,8365,9830.53%+2,147
KINDER MORGAN INC DEL(KMI)129,500180,300+50,8002,8614,9400.44%+2,080
PAYONEER GLOBAL INC(PAYO)0429,297+429,29704,3100.38%+4,310
GE VERNOVA INC(GEV)12,50016,000+3,5003,1875,2630.47%+2,076
REMITLY GLOBAL INC(RELY)090,781+90,78102,0490.18%+2,049
ROBLOX CORP(RBLX)0150,198+150,19808,6900.77%+8,690
ONESTREAM INC
CL A
071,424+71,42402,0370.18%+2,037
AIRBNB INC045,350+45,35005,9590.53%+5,959
RUBRIK INC.(RBRK)51,00055,516+4,5161,6403,6290.32%+1,989
OLLIES BARGAIN OUTLET HLDGS(OLLI)017,696+17,69601,9420.17%+1,942
AKAMAI TECHNOLOGIES INC(AKAM)020,100+20,10001,9230.17%+1,923
LEMONADE INC(LMND)0118,591+118,59104,3500.39%+4,350
ARISTA NETWORKS INC(ANET)017,300+17,30001,9120.17%+1,912
VERICEL CORP(VCEL)034,707+34,70701,9060.17%+1,906
ALKAMI TECHNOLOGY INC(ALKT)090,355+90,35503,3140.29%+3,314
PACKAGING CORP AMER(PKG)08,300+8,30001,8690.17%+1,869
FASTLY INC(FSLY)0254,943+254,94302,4070.21%+2,407
RHYTHM PHARMACEUTICALS INC(RYTM)043,583+43,58302,4400.22%+2,440
VIASAT INC(VSAT)165,857448,598+282,7411,9803,8180.34%+1,837
WARNER MUSIC GROUP CORP(WMG)0119,924+119,92403,7180.33%+3,718
BUMBLE INC0217,114+217,11401,7670.16%+1,767
AERCAP HOLDINGS NV(AER)018,211+18,21101,7430.15%+1,743
TOAST INC(TOST)89,842115,125+25,2832,5434,1960.37%+1,653
PACS GROUP INC(PACS)0125,729+125,72901,6480.15%+1,648
BGC GROUP INC0309,577+309,57702,8050.25%+2,805
DISC MEDICINE INC(IRON)025,778+25,77801,6340.14%+1,634
ACM RESH INC(ACMR)0108,030+108,03001,6310.14%+1,631
KINETIK HOLDINGS INC(KNTK)72,84786,830+13,9833,2974,9240.44%+1,627
VITAL FARMS INC066,221+66,22102,4960.22%+2,496
BRINKER INTL INC(EAT)026,869+26,86903,5550.31%+3,555
ACV AUCTIONS INC(ACVA)069,280+69,28001,4960.13%+1,496
ASTERA LABS INC(ALAB)35,00025,036-9,9641,8343,3160.29%+1,482
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0319,715+319,71504,4540.39%+4,454
FREEDOM HLDG CORP NEV(FRHC)011,308+11,30801,4780.13%+1,478
SYNAPTICS INC(SYNA)027,050+27,05002,0640.18%+2,064
APPIAN CORP(APPN)043,881+43,88101,4470.13%+1,447
VERACYTE INC(VCYT)69,97596,632+26,6572,3823,8270.34%+1,445
VERTEX INC(VERX)026,900+26,90001,4350.13%+1,435
GRINDR INC(GRND)092,715+92,71501,6540.15%+1,654
ROIVANT SCIENCES LTD(ROIV)399,107508,431+109,3244,6066,0150.53%+1,409
COUPANG INC(CPNG)0137,949+137,94903,0320.27%+3,032
ARCOS DORADOS HOLDINGS INC(ARCO)0291,558+291,55802,1230.19%+2,123
AVIDXCHANGE HOLDINGS INC226,373309,693+83,3201,8363,2020.28%+1,366
PEMBINA PIPELINE CORP(PBA)072,547+72,54702,6810.24%+2,681
FRESHPET INC(FRPT)09,056+9,05601,3410.12%+1,341
PERIMETER SOLUTIONS INC(PRM)0104,384+104,38401,3340.12%+1,334
MERIDIANLINK INC062,618+62,61801,2930.11%+1,293
SHAKE SHACK INC(SHAK)09,536+9,53601,2380.11%+1,238
MYR GROUP INC DEL(MYRG)26,38026,38002,6973,9250.35%+1,228
STRIDE INC(LRN)036,884+36,88403,8330.34%+3,833
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