Fund HoldingsQsemble Capital Management, LP

Total Portfolio Value
$457.47M
Total Bought
$314.46M
Total Sold
$257.64M
Net Transaction
+$56.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ABBVIE INC(ABBV)029,762+29,76205,4201.18%+5,420
VERISIGN INC020,360+20,36003,8580.84%+3,858
LYONDELLBASELL INDUSTRIES N
SHS - A -
037,239+37,23903,8090.83%+3,809
KROGER CO(KR)062,944+62,94403,5960.79%+3,596
CHENIERE ENERGY INC(LNG)021,643+21,64303,4910.76%+3,491
BEST BUY INC(BBY)041,720+41,72003,4220.75%+3,422
ZSCALER INC(ZS)017,424+17,42403,3560.73%+3,356
VOYA FINANCIAL INC(VOYA)044,895+44,89503,3190.73%+3,319
CHEVRON CORP NEW(CVX)020,867+20,86703,2920.72%+3,292
SCHLUMBERGER LTD(SLB)057,670+57,67003,1610.69%+3,161
TE CONNECTIVITY LTD(TEL)023,818+23,81803,4590.76%+3,459
AES CORP(AES)0170,997+170,99703,0660.67%+3,066
TARGET CORP(TGT)017,146+17,14603,0380.66%+3,038
VERTEX PHARMACEUTICALS INC(VRTX)07,239+7,23903,0260.66%+3,026
STATE STR CORP(STT)038,332+38,33202,9640.65%+2,964
GILEAD SCIENCES INC(GILD)040,396+40,39602,9590.65%+2,959
AMERICAN EXPRESS CO(AXP)012,942+12,94202,9470.64%+2,947
MARATHON PETE CORP(MPC)014,171+14,17102,8550.62%+2,855
ILLINOIS TOOL WKS INC(ITW)010,486+10,48602,8140.62%+2,814
ROSS STORES INC(ROST)021,055+21,05503,0900.68%+3,090
GLOBE LIFE INC023,747+23,74702,7630.60%+2,763
WENDYS CO(WEN)0146,503+146,50302,7600.60%+2,760
WHIRLPOOL CORP(WHR)024,929+24,92902,9820.65%+2,982
TD SYNNEX CORPORATION(SNX)029,102+29,10203,2910.72%+3,291
DYNATRACE INC(DT)056,317+56,31702,6150.57%+2,615
ABBOTT LABS022,390+22,39002,5450.56%+2,545
MARVELL TECHNOLOGY INC(MRVL)041,948+41,94802,9730.65%+2,973
FORD MTR CO DEL(F)0188,952+188,95202,5090.55%+2,509
MERCADOLIBRE INC(MELI)01,649+1,64902,4930.54%+2,493
DOW INC(DOW)042,911+42,91102,4860.54%+2,486
MONDELEZ INTL INC(MDLZ)034,897+34,89702,4430.53%+2,443
INTERNATIONAL PAPER CO(IP)062,056+62,05602,4210.53%+2,421
XCEL ENERGY INC(XEL)056,190+56,19003,0200.66%+3,020
BANK NEW YORK MELLON CORP040,723+40,72302,3460.51%+2,346
VERISK ANALYTICS INC(VRSK)09,805+9,80502,3110.51%+2,311
VALERO ENERGY CORP(VLO)016,670+16,67002,8450.62%+2,845
JOHNSON & JOHNSON(JNJ)019,221+19,22103,0410.66%+3,041
INTERPUBLIC GROUP COS INC096,874+96,87403,1610.69%+3,161
ZOETIS INC(ZTS)012,886+12,88602,1800.48%+2,180
MARRIOTT INTL INC NEW(MAR)08,604+8,60402,1710.47%+2,171
CNH INDL N V
SHS
0162,171+162,17102,1020.46%+2,102
MERCK & CO INC(MRK)015,726+15,72602,0750.45%+2,075
AECOM(ACM)026,536+26,53602,6030.57%+2,603
AERCAP HOLDINGS NV(AER)029,148+29,14802,5330.55%+2,533
RTX CORPORATION(RTX)020,610+20,61002,0100.44%+2,010
DRAFTKINGS INC NEW(DKNG)044,257+44,25702,0100.44%+2,010
UNION PAC CORP(UNP)08,157+8,15702,0060.44%+2,006
INTEL CORP(INTC)045,293+45,29302,0010.44%+2,001
ROKU INC(ROKU)029,342+29,34201,9120.42%+1,912
PHILIP MORRIS INTL INC(PM)020,779+20,77901,9040.42%+1,904
ATLASSIAN CORPORATION012,458+12,45802,4310.53%+2,431
CENCORA INC08,688+8,68802,1110.46%+2,111
KINDER MORGAN INC DEL(KMI)0109,709+109,70902,0120.44%+2,012
ABERCROMBIE & FITCH CO014,573+14,57301,8260.40%+1,826
DOLLAR TREE INC(DLTR)013,646+13,64601,8170.40%+1,817
VISTRA CORP(VST)025,629+25,62901,7850.39%+1,785
TOAST INC(TOST)070,755+70,75501,7630.39%+1,763
3M CO(MMM)34,21751,637+17,4203,7415,4771.20%+1,737
ENPHASE ENERGY INC(ENPH)014,167+14,16701,7140.37%+1,714
L3HARRIS TECHNOLOGIES INC(LHX)08,012+8,01201,7070.37%+1,707
TEXAS ROADHOUSE INC(TXRH)010,967+10,96701,6940.37%+1,694
T-MOBILE US INC(TMUS)010,216+10,21601,6670.36%+1,667
APTIV PLC(APTV)020,877+20,87701,6630.36%+1,663
METTLER TOLEDO INTERNATIONAL(MTD)01,243+1,24301,6550.36%+1,655
ELECTRONIC ARTS INC(EA)015,672+15,67202,0790.45%+2,079
FOOT LOCKER INC056,514+56,51401,6110.35%+1,611
CHUBB LIMITED
COM
06,190+6,19001,6040.35%+1,604
HUMANA INC(HUM)09,956+9,95603,4520.75%+3,452
NORFOLK SOUTHN CORP(NSC)06,091+6,09101,5520.34%+1,552
PPG INDS INC(PPG)010,579+10,57901,5330.34%+1,533
VISA INC(V)05,404+5,40401,5080.33%+1,508
NUTRIEN LTD(NTR)027,142+27,14201,4740.32%+1,474
ROBERT HALF INC.(RHI)018,339+18,33901,4540.32%+1,454
TAPESTRY INC(TPR)030,217+30,21701,4350.31%+1,435
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
017,336+17,33601,6130.35%+1,613
INVESCO LTD(IVZ)084,256+84,25601,3980.31%+1,398
HONEYWELL INTL INC(HON)06,574+6,57401,3490.29%+1,349
ULTA BEAUTY INC(ULTA)02,571+2,57101,3440.29%+1,344
ALBEMARLE CORP(ALB)010,086+10,08601,3290.29%+1,329
RIVIAN AUTOMOTIVE INC(RIVN)0172,084+172,08401,8840.41%+1,884
OLIN CORP(OLN)022,364+22,36401,3150.29%+1,315
LEGGETT & PLATT INC(LEG)068,342+68,34201,3090.29%+1,309
LIBERTY BROADBAND CORP(LBRDA)022,856+22,85601,3080.29%+1,308
WINGSTOP INC(WING)03,564+3,56401,3060.29%+1,306
HUBSPOT INC(HUBS)02,058+2,05801,2890.28%+1,289
PAPA JOHNS INTL INC(PZZA)018,941+18,94101,2610.28%+1,261
FIRST AMERN FINL CORP(FAF)020,233+20,23301,2350.27%+1,235
MONGODB INC(MDB)3,0826,956+3,8741,2602,4950.55%+1,235
JEFFERIES FINL GROUP INC(JEF)027,965+27,96501,2330.27%+1,233
CARVANA CO(CVNA)25,15228,964+3,8121,3322,5460.56%+1,215
HCA HEALTHCARE INC(HCA)03,589+3,58901,1970.26%+1,197
FIRST CTZNS BANCSHARES INC N(FCNCA)0727+72701,1890.26%+1,189
MODERNA INC(MRNA)011,087+11,08701,1810.26%+1,181
APPLE INC(AAPL)06,877+6,87701,1790.26%+1,179
INTERACTIVE BROKERS GROUP IN(IBKR)010,495+10,49501,1720.26%+1,172
AIR PRODS & CHEMS INC04,785+4,78501,1590.25%+1,159
SPOTIFY TECHNOLOGY S A(SPOT)04,378+4,37801,1550.25%+1,155
CELSIUS HLDGS INC(CELH)016,544+16,54401,3720.30%+1,372
ROBLOX CORP(RBLX)029,681+29,68101,1330.25%+1,133
BARRICK GOLD CORP0154,938+154,93802,5780.56%+2,578
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