Fund HoldingsExodusPoint Capital Management, LP

Total Portfolio Value
$16.42M
Total Bought
$9.44M
Total Sold
$7.77M
Net Transaction
+$1.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Call)2,412,5004,009,700+1,597,2001,3132,302+989
SPDR S&P 500 ETF TR(SPY)(Put)02,299,800+2,299,80001,320+1,320
MICROSOFT CORP(MSFT)0985,499+985,49904242.58%+424
ISHARES TR(Call)01,256,200+1,256,2000277+277
INVESCO QQQ TR(Put)0428,100+428,1000209+209
NVIDIA CORPORATION(NVDA)(Call)02,124,300+2,124,3000258+258
ISHARES TR(Call)02,324,900+2,324,9000187+187
ISHARES TR(Call)02,588,300+2,588,3000254+254
ISHARES TR(Put)0977,600+977,6000216+216
MICROSOFT CORP(MSFT)(Put)0358,000+358,0000154+154
JOHNSON & JOHNSON(JNJ)(Put)0900,000+900,0000146+146
MONDELEZ INTL INC(MDLZ)01,784,906+1,784,90601310.80%+131
NVIDIA CORPORATION(NVDA)03,732,850+3,732,85004532.76%+453
JOHNSON & JOHNSON(JNJ)0662,056+662,05601070.65%+107
SELECT SECTOR SPDR TR(Put)
ST STR UTIL ETF
01,000,000+1,000,000081+81
ALLY FINL INC(ALLY)(Call)02,041,500+2,041,500073+73
TESLA INC(TSLA)(Call)0257,100+257,100067+67
ISHARES TR(Put)02,000,000+2,000,000064+64
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
0701,100+701,100062+62
NVIDIA CORPORATION(NVDA)(Put)1,856,5002,395,300+538,800229291+61
MEDTRONIC PLC(MDT)265,514908,548+643,03421820.50%+61
TESLA INC(TSLA)0261,358+261,3580680.42%+68
DTE ENERGY CO(DTB)0447,843+447,8430580.35%+58
CHURCH & DWIGHT CO INC(CHD)0545,246+545,2460570.35%+57
MCCORMICK & CO INC(MKC)0870,265+870,2650720.44%+72
PPL CORP(PPL)04,403,191+4,403,19101460.89%+146
APPLE INC(AAPL)(Call)0404,300+404,300094+94
TELEFLEX INCORPORATED(TFX)74,603277,017+202,41416690.42%+53
XCEL ENERGY INC(XEL)898,4131,469,978+571,56548960.58%+48
ALPHABET INC(GOOG)112,251408,270+296,01921680.42%+48
ISHARES INC01,402,262+1,402,2620410.25%+41
AGREE RLTY CORP0511,935+511,9350390.23%+39
ALPHABET INC(GOOG)0391,487+391,4870650.40%+65
ADOBE INC(ADBE)074,832+74,8320390.24%+39
META PLATFORMS INC(META)092,669+92,6690530.32%+53
SELECT SECTOR SPDR TR(Call)
ST STR FINL ETF
0792,600+792,600036+36
AMERICAN TOWER CORP NEW(AMT)0188,479+188,4790440.27%+44
ALPHABET INC(GOOG)(Call)0210,000+210,000035+35
CONSTELLATION BRANDS INC(STZ)0152,747+152,7470390.24%+39
ECOLAB INC(ECL)0134,780+134,7800340.21%+34
ISHARES TR(Call)01,008,400+1,008,400032+32
BOSTON SCIENTIFIC CORP(BSX)679,6931,003,524+323,83152840.51%+32
NISOURCE INC(NI)05,859,359+5,859,35902031.24%+203
CLOROX CO DEL(CLX)0242,786+242,7860400.24%+40
COCA-COLA EUROPACIFIC PARTNE
SHS
0382,647+382,6470300.18%+30
FREEPORT-MCMORAN INC(FCX)01,036,388+1,036,3880520.32%+52
KENVUE INC(KVUE)01,886,116+1,886,1160440.27%+44
EXELON CORP(EXC)02,769,878+2,769,87801120.68%+112
CMS ENERGY CORP(CMS)2,158,9682,212,590+53,6221291560.95%+28
ALCON AG(ALC)0274,528+274,5280270.17%+27
EQUINIX INC(EQIX)039,108+39,1080350.21%+35
ILLUMINA INC(ILMN)290,338439,924+149,58630570.35%+27
STEEL DYNAMICS INC(STLD)0213,576+213,5760270.16%+27
AMERICAN HOMES 4 RENT(AMH)0840,791+840,7910320.20%+32
TYLER TECHNOLOGIES INC(TYL)045,066+45,0660260.16%+26
NEWMONT CORP(NEM)0550,471+550,4710290.18%+29
CHENIERE ENERGY INC(LNG)0194,000+194,0000350.21%+35
DIAMONDBACK ENERGY INC(FANG)0150,218+150,2180260.16%+26
SBA COMMUNICATIONS CORP NEW(SBAC)0165,239+165,2390400.24%+40
QIAGEN NV(QGEN)0690,934+690,9340310.19%+31
CAMPBELL SOUP CO(CPB)0519,072+519,0720250.15%+25
INSPIRE MED SYS INC(INSP)0120,058+120,0580250.15%+25
MCKESSON CORP(MCK)051,106+51,1060250.15%+25
CRH PLC
ORD
0505,589+505,5890470.29%+47
TARGA RES CORP(TRGP)0163,487+163,4870240.15%+24
ELEVANCE HEALTH INC(ELV)087,178+87,1780450.28%+45
SIMON PPTY GROUP INC NEW(SPG)0139,878+139,8780240.14%+24
SPOTIFY TECHNOLOGY S A(SPOT)082,134+82,1340300.18%+30
PHILIP MORRIS INTL INC(PM)0188,395+188,3950230.14%+23
US BANCORP DEL(USB)0498,693+498,6930230.14%+23
ISHARES TR0789,545+789,5450360.22%+36
CARETRUST REIT INC(CTRE)01,252,398+1,252,3980390.24%+39
QUEST DIAGNOSTICS INC(DGX)126,284254,598+128,31417400.24%+22
CONSOLIDATED EDISON INC(ED)0213,536+213,5360220.14%+22
ISHARES TR(Put)0436,500+436,500049+49
VALE S A01,856,246+1,856,2460220.13%+22
HUMANA INC(HUM)068,042+68,0420220.13%+22
VISTRA CORP(VST)(Call)0181,300+181,300021+21
T-MOBILE US INC(TMUS)0102,398+102,3980210.13%+21
WORKDAY INC(WDAY)0162,710+162,7100400.24%+40
STATE STR CORP(STT)0236,017+236,0170210.13%+21
SNOWFLAKE INC(SNOW)0271,392+271,3920310.19%+31
INTERNATIONAL FLAVORS&FRAGRA(IFF)189,140367,353+178,21318390.23%+21
ALIGN TECHNOLOGY INC079,915+79,9150200.12%+20
TERRENO RLTY CORP(TRNO)0298,487+298,4870200.12%+20
MOODYS CORP(MCO)041,483+41,4830200.12%+20
PHILLIPS 66(PSX)0146,750+146,7500190.12%+19
TJX COS INC NEW(TJX)0162,818+162,8180190.12%+19
NEW JERSEY RES CORP(NJR)0751,958+751,9580350.22%+35
KIMCO RLTY CORP(KIM)01,292,161+1,292,1610300.18%+30
LIVANOVA PLC(LIVN)278,431643,035+364,60415340.21%+19
NATERA INC(NTRA)0179,428+179,4280230.14%+23
PROGRESSIVE CORP(PGR)0105,954+105,9540270.16%+27
GE AEROSPACE(GE)095,451+95,4510180.11%+18
3M CO(MMM)0144,308+144,3080200.12%+20
JPMORGAN CHASE & CO.(JPM)084,553+84,5530180.11%+18
BECTON DICKINSON & CO(BDX)404,988466,464+61,476951120.68%+18
NIKE INC(NKE)0225,561+225,5610200.12%+20
PACCAR INC(PCAR)0200,833+200,8330200.12%+20
EOG RES INC(EOG)0134,468+134,4680170.10%+17
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