Fund HoldingsHeadlands Technologies LLC

Total Portfolio Value
$335.34M
Total Bought
$248.74M
Total Sold
$117.81M
Net Transaction
+$130.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0221,926+221,926042,72712.74%+42,727
TESLA INC(TSLA)044,853+44,853011,1453.32%+11,145
AMAZON COM INC(AMZN)071,393+71,393010,8473.23%+10,847
INVESCO QQQ TR014,550+14,55005,9591.78%+5,959
NVIDIA CORPORATION(NVDA)010,332+10,33205,1171.53%+5,117
BANK AMERICA CORP0131,953+131,95304,4431.32%+4,443
ISHARES TR041,067+41,06704,0611.21%+4,061
WORKDAY INC(WDAY)014,047+14,04703,8781.16%+3,878
ICICI BANK LIMITED(IBN)0155,007+155,00703,6951.10%+3,695
CITIGROUP INC(C)072,126+72,12603,7101.11%+3,710
SYNOPSYS INC(SNPS)07,135+7,13503,6741.10%+3,674
ALPHABET INC(GOOG)29,87847,941+18,0633,9396,7562.01%+2,817
ISHARES TR032,970+32,97002,7050.81%+2,705
MERCADOLIBRE INC(MELI)01,631+1,63102,5630.76%+2,563
NIO INC(NIO)0276,879+276,87902,5110.75%+2,511
CROWDSTRIKE HLDGS INC(CRWD)08,584+8,58402,1920.65%+2,192
MONDELEZ INTL INC(MDLZ)035,470+35,47002,5690.77%+2,569
PROSHARES TR0167,092+167,09202,1710.65%+2,171
COCA COLA CO(KO)034,855+34,85502,0540.61%+2,054
ASTRAZENECA PLC(AZN)031,002+31,00202,0880.62%+2,088
QUALCOMM INC(QCOM)012,828+12,82801,8550.55%+1,855
ZSCALER INC(ZS)08,331+8,33101,8460.55%+1,846
ISHARES TR09,151+9,15101,8370.55%+1,837
BAIDU INC015,116+15,11601,8000.54%+1,800
ADVANCED MICRO DEVICES INC(AMD)011,935+11,93501,7590.52%+1,759
KRANESHARES TR060,306+60,30601,6280.49%+1,628
ABBOTT LABS12,59825,006+12,4081,2202,7520.82%+1,532
UNILEVER PLC(UL)6,72437,431+30,7073321,8150.54%+1,482
PROSHARES TR
ULTRAPRO QQQ
029,050+29,05001,4730.44%+1,473
EVERGY INC(EVRG)040,009+40,00902,0880.62%+2,088
HUBBELL INC(HUBB)04,224+4,22401,3890.41%+1,389
MICROCHIP TECHNOLOGY INC.(MCHP)6,84720,713+13,8665341,8680.56%+1,333
ROSS STORES INC(ROST)09,615+9,61501,3310.40%+1,331
ELECTRONIC ARTS INC(EA)011,649+11,64901,5940.48%+1,594
CLEANSPARK INC(CLSK)0117,515+117,51501,2960.39%+1,296
LAM RESEARCH CORP(LRCX)01,654+1,65401,2960.39%+1,296
ILLUMINA INC(ILMN)010,511+10,51101,4640.44%+1,464
SPLUNK INC08,353+8,35301,2730.38%+1,273
FEDEX CORP(FDX)04,980+4,98001,2600.38%+1,260
MICRON TECHNOLOGY INC(MU)014,108+14,10801,2040.36%+1,204
PFIZER INC(PFE)041,111+41,11101,1840.35%+1,184
ISHARES TR029,380+29,38001,1810.35%+1,181
VALE S A080,697+80,69701,2800.38%+1,280
MASTERCARD INCORPORATED(MA)02,713+2,71301,1570.35%+1,157
ONEOK INC NEW(OKE)016,352+16,35201,1480.34%+1,148
WILLIS TOWERS WATSON PLC LTD(WTW)05,085+5,08501,2270.37%+1,227
VERIZON COMMUNICATIONS INC(VZ)029,293+29,29301,1040.33%+1,104
AMERICAN INTL GROUP INC016,725+16,72501,1330.34%+1,133
REGENERON PHARMACEUTICALS(REGN)01,243+1,24301,0920.33%+1,092
ELI LILLY & CO(LLY)2,0313,710+1,6791,0912,1630.64%+1,072
CHEWY INC(CHWY)044,729+44,72901,0570.32%+1,057
CANADIAN PACIFIC KANSAS CITY(CP)3,01616,132+13,1162241,2750.38%+1,051
CADENCE DESIGN SYSTEM INC(CDNS)04,610+4,61001,2560.37%+1,256
ISHARES TR65,73474,906+9,1724,8465,7971.73%+951
SELECT SECTOR SPDR TR
ST STR UTIL ETF
014,890+14,89009430.28%+943
NEW ORIENTAL ED & TECHNOLOGY(EDU)7,43818,696+11,2584351,3700.41%+935
ARCH CAP GROUP LTD
ORD
012,397+12,39709210.27%+921
AMC ENTMT HLDGS INC(AMC)0148,497+148,49709090.27%+909
CYTOKINETICS INC(CYTK)010,508+10,50808770.26%+877
PROSHARES TR029,307+29,30708770.26%+877
REDFIN CORP081,805+81,80508440.25%+844
AT&T INC(T)051,223+51,22308600.26%+860
KKR & CO INC(KKR)012,071+12,07101,0000.30%+1,000
GOLD FIELDS LTD(GFI)062,063+62,06308970.27%+897
STELLANTIS N.V(STLA)037,658+37,65808780.26%+878
KRAFT HEINZ CO(KHC)022,340+22,34008260.25%+826
QORVO INC(QRVO)011,097+11,09701,2500.37%+1,250
NIKE INC(NKE)06,961+6,96107560.23%+756
BUILDERS FIRSTSOURCE INC(BLDR)05,942+5,94209920.30%+992
SPDR SER TR
ST LON TREAS ETF
025,653+25,65307440.22%+744
DIREXION SHS ETF TR
DA 500 BU 3X ETF
07,138+7,13807420.22%+742
PINTEREST INC(PINS)020,036+20,03607420.22%+742
ISHARES TR014,287+14,28707330.22%+733
MONOLITHIC PWR SYS INC(MPWR)01,160+1,16007320.22%+732
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,649+3,64907020.21%+702
UNITEDHEALTH GROUP INC(UNH)01,331+1,33107010.21%+701
DANAHER CORPORATION(DHR)03,014+3,01406970.21%+697
APPLIED MATLS INC04,272+4,27206920.21%+692
LPL FINL HLDGS INC(LPLA)04,670+4,67001,0630.32%+1,063
BRISTOL-MYERS SQUIBB CO(BMY)012,659+12,65906500.19%+650
DELTA AIR LINES INC DEL(DAL)016,909+16,90906800.20%+680
GLOBAL PMTS INC(GPN)04,968+4,96806310.19%+631
SPDR DOW JONES INDL AVERAGE(DIA)6972,259+1,5622338510.25%+618
SOFI TECHNOLOGIES INC(SOFI)061,492+61,49206120.18%+612
SPDR SER TR
ST INTER BD ETF
020,863+20,86306850.20%+685
HARTFORD FINL SVCS GROUP INC(HIG)07,684+7,68406180.18%+618
GENUINE PARTS CO(GPC)07,267+7,26701,0060.30%+1,006
VULCAN MATLS CO(VMC)04,082+4,08209270.28%+927
HOME DEPOT INC(HD)1,9553,317+1,3625911,1500.34%+559
PG&E CORP(PCG)033,290+33,29006000.18%+600
COSTCO WHSL CORP NEW(COST)01,781+1,78101,1760.35%+1,176
CISCO SYS INC(CSCO)010,754+10,75405430.16%+543
LIBERTY GLOBAL LTD(LBTYA)030,510+30,51005420.16%+542
ABBVIE INC(ABBV)03,370+3,37005220.16%+522
CINCINNATI FINL CORP(CINF)010,653+10,65301,1020.33%+1,102
VERTEX PHARMACEUTICALS INC(VRTX)4,0244,709+6851,3991,9160.57%+517
ARCHER DANIELS MIDLAND CO07,297+7,29705270.16%+527
CAMECO CORP(CCJ)011,933+11,93305140.15%+514
SPDR S&P MIDCAP 400 ETF TR(MDY)01,268+1,26806430.19%+643
BAKKT HOLDINGS INC0227,894+227,89405080.15%+508
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