Fund HoldingsHeadlands Technologies LLC

Total Portfolio Value
$416.35M
Total Bought
$292.23M
Total Sold
$212.18M
Net Transaction
+$80.06M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)016,991+16,99107,1481.72%+7,148
VANGUARD INDEX FDS018,635+18,63508,9582.15%+8,958
LINDE PLC(LIN)014,770+14,77006,8581.65%+6,858
NVIDIA CORPORATION(NVDA)10,33211,136+8045,11710,0622.42%+4,945
ASML HOLDING N V
N Y REGISTRY SHS
04,974+4,97404,8271.16%+4,827
BERKSHIRE HATHAWAY INC DEL010,984+10,98404,6191.11%+4,619
RIO TINTO PLC(RIO)073,604+73,60404,6921.13%+4,692
BROADCOM INC(AVGO)03,269+3,26904,3331.04%+4,333
PETROLEO BRASILEIRO SA PETRO(PBR)0288,844+288,84404,3931.06%+4,393
VALE S A80,697449,738+369,0411,2805,4821.32%+4,202
APPLIED MATLS INC4,27221,968+17,6966924,5301.09%+3,838
ANSYS INC010,025+10,02503,4800.84%+3,480
AT&T INC(T)51,223242,146+190,9238604,2621.02%+3,402
SERVICENOW INC(NOW)04,733+4,73303,6080.87%+3,608
VISA INC(V)012,211+12,21103,4080.82%+3,408
NETFLIX INC(NFLX)05,180+5,18003,1460.76%+3,146
PROCTER AND GAMBLE CO(PG)017,682+17,68202,8690.69%+2,869
FORD MTR CO DEL(F)0199,558+199,55802,6500.64%+2,650
S&P GLOBAL INC(SPGI)05,944+5,94402,5290.61%+2,529
VERISIGN INC021,314+21,31404,0390.97%+4,039
ADOBE INC(ADBE)04,634+4,63402,3380.56%+2,338
LYFT INC(LYFT)0120,294+120,29402,3280.56%+2,328
MCDONALDS CORP(MCD)07,749+7,74902,1850.52%+2,185
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
028,201+28,20102,1800.52%+2,180
INTUITIVE SURGICAL INC05,351+5,35102,1360.51%+2,136
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
0142,283+142,28302,1200.51%+2,120
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
011,813+11,81302,0010.48%+2,001
CHENIERE ENERGY INC(LNG)011,688+11,68801,8850.45%+1,885
MASTERCARD INCORPORATED(MA)2,7136,314+3,6011,1573,0410.73%+1,884
ATLASSIAN CORPORATION09,527+9,52701,8590.45%+1,859
NOVO-NORDISK A S(NVO)016,716+16,71602,1460.52%+2,146
DANAHER CORPORATION(DHR)3,01410,130+7,1166972,5300.61%+1,832
HUMANA INC(HUM)05,231+5,23101,8140.44%+1,814
ZOETIS INC(ZTS)010,545+10,54501,7840.43%+1,784
MSCI INC(MSCI)03,139+3,13901,7590.42%+1,759
ISHARES TR04,157+4,15702,1850.52%+2,185
ORACLE CORP(ORCL)013,611+13,61101,7100.41%+1,710
NU HLDGS LTD(NU)0160,043+160,04301,9090.46%+1,909
TARGET CORP(TGT)011,109+11,10901,9690.47%+1,969
DELL TECHNOLOGIES INC(DELL)016,541+16,54101,8870.45%+1,887
ENBRIDGE INC(ENB)049,221+49,22101,7810.43%+1,781
CARVANA CO(CVNA)019,935+19,93501,7520.42%+1,752
HDFC BANK LTD(HDB)032,675+32,67501,8290.44%+1,829
UBER TECHNOLOGIES INC(UBER)021,476+21,47601,6530.40%+1,653
SPDR S&P 500 ETF TR(SPY)03,041+3,04101,5910.38%+1,591
CANADIAN NAT RES LTD(CNQ)020,771+20,77101,5850.38%+1,585
ALPHABET INC(GOOG)012,282+12,28201,8540.45%+1,854
VANGUARD INDEX FDS06,690+6,69001,7390.42%+1,739
XCEL ENERGY INC(XEL)035,599+35,59901,9130.46%+1,913
UNION PAC CORP(UNP)06,378+6,37801,5690.38%+1,569
MONOLITHIC PWR SYS INC(MPWR)1,1603,320+2,1607322,2490.54%+1,517
VERISK ANALYTICS INC(VRSK)07,166+7,16601,6890.41%+1,689
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
08,104+8,10401,4810.36%+1,481
ISHARES TR018,220+18,22001,4550.35%+1,455
CLEANSPARK INC(CLSK)117,515129,606+12,0911,2962,7490.66%+1,453
SPDR SER TR
ST STR P500ETF
023,345+23,34501,4360.35%+1,436
WALMART INC(WMT)021,598+21,59801,3000.31%+1,300
CHUBB LIMITED
COM
05,002+5,00201,2960.31%+1,296
ARCHER DANIELS MIDLAND CO7,29728,602+21,3055271,7960.43%+1,270
MONSTER BEVERAGE CORP NEW(MNST)021,233+21,23301,2590.30%+1,259
RIOT PLATFORMS INC(RIOT)0101,746+101,74601,2450.30%+1,245
INCYTE CORP(INCY)026,099+26,09901,4870.36%+1,487
DUPONT DE NEMOURS INC(DD)015,944+15,94401,2220.29%+1,222
QORVO INC(QRVO)11,09721,136+10,0391,2502,4270.58%+1,177
SEA LTD(SE)021,565+21,56501,1580.28%+1,158
TAL EDUCATION GROUP(TAL)0101,724+101,72401,1550.28%+1,155
COOPER COS INC(COO)011,189+11,18901,1350.27%+1,135
WILLIS TOWERS WATSON PLC LTD(WTW)5,0858,551+3,4661,2272,3520.56%+1,125
BLACKROCK INC(BLK)01,349+1,34901,1250.27%+1,125
QUANTA SVCS INC04,231+4,23101,0990.26%+1,099
VERTIV HOLDINGS CO(VRT)018,768+18,76801,5330.37%+1,533
TEXAS ROADHOUSE INC(TXRH)07,846+7,84601,2120.29%+1,212
ISHARES INC
CORE MSCI EMKT
020,257+20,25701,0450.25%+1,045
BOSTON SCIENTIFIC CORP(BSX)015,125+15,12501,0360.25%+1,036
GILEAD SCIENCES INC(GILD)013,782+13,78201,0100.24%+1,010
KEURIG DR PEPPER INC(KDP)032,062+32,06209830.24%+983
HUNT J B TRANS SVCS INC(JBHT)05,948+5,94801,1850.28%+1,185
STMICROELECTRONICS N V(STM)023,813+23,81301,0300.25%+1,030
AKAMAI TECHNOLOGIES INC(AKAM)08,897+8,89709680.23%+968
PHILIP MORRIS INTL INC(PM)014,823+14,82301,3580.33%+1,358
EXXON MOBIL CORP07,703+7,70308950.22%+895
ISHARES TR08,307+8,30708940.21%+894
CONOCOPHILLIPS(COP)08,200+8,20001,0440.25%+1,044
ROPER TECHNOLOGIES INC(ROP)04,903+4,90302,7500.66%+2,750
BLACKBERRY LTD(BB)0334,152+334,15209220.22%+922
IDEXX LABS INC(IDXX)01,541+1,54108320.20%+832
DIREXION SHS ETF TR
DAILY SMALL CAP
021,165+21,16509080.22%+908
INVESCO EXCH TRADED FD TR II
SR LN ETF
038,954+38,95408240.20%+824
INTERCONTINENTAL EXCHANGE IN(ICE)05,962+5,96208190.20%+819
DEVON ENERGY CORP NEW(DVN)016,303+16,30308180.20%+818
ROSS STORES INC(ROST)9,61514,558+4,9431,3312,1370.51%+806
INVESCO QQQ TR14,55015,231+6815,9596,7631.62%+804
OCCIDENTAL PETE CORP(OXY)012,315+12,31508000.19%+800
TARGA RES CORP(TRGP)07,089+7,08907940.19%+794
DENTSPLY SIRONA INC(XRAY)024,374+24,37408090.19%+809
APOLLO GLOBAL MGMT INC(APO)06,873+6,87307730.19%+773
UPSTART HLDGS INC(UPST)036,181+36,18109730.23%+973
FAIR ISAAC CORP(FICO)0600+60007500.18%+750
IQIYI INC(IQ)0175,214+175,21407410.18%+741
LUCID GROUP INC(LCID)0251,403+251,40307160.17%+716
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