Fund HoldingsOCCUDO QUANTITATIVE STRATEGIES LP

Total Portfolio Value
$736.30M
Total Bought
$494.86M
Total Sold
$538.65M
Net Transaction
-$43.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BROWN FORMAN CORP(BF-A)0105,598+105,59806,0300.82%+6,030
MICRON TECHNOLOGY INC(MU)070,513+70,51306,0180.82%+6,018
WESTERN DIGITAL CORP.(WDC)0114,416+114,41605,9920.81%+5,992
INTEL CORP(INTC)0119,195+119,19505,9900.81%+5,990
SAMSARA INC(IOT)0178,802+178,80205,9680.81%+5,968
GITLAB INC(GTLB)093,718+93,71805,9000.80%+5,900
AUTOMATIC DATA PROCESSING IN025,019+25,01905,8290.79%+5,829
WEC ENERGY GROUP INC(WEC)068,380+68,38005,7560.78%+5,756
BRAZE INC(BRZE)0101,581+101,58105,3970.73%+5,397
ROKU INC(ROKU)058,773+58,77305,3870.73%+5,387
GLOBALFOUNDRIES INC(GFS)086,664+86,66405,2520.71%+5,252
SNAP INC(SNAP)0355,192+355,19206,0130.82%+6,013
LULULEMON ATHLETICA INC(LULU)09,761+9,76104,9910.68%+4,991
WORKIVA INC(WK)048,063+48,06304,8800.66%+4,880
CLEARWATER ANALYTICS HLDGS I0243,486+243,48604,8770.66%+4,877
GENERAL DYNAMICS CORP(GD)017,383+17,38304,5140.61%+4,514
XCEL ENERGY INC(XEL)084,771+84,77105,2480.71%+5,248
CINTAS CORP(CTAS)06,820+6,82004,1100.56%+4,110
ROBLOX CORP(RBLX)085,580+85,58003,9130.53%+3,913
ARCHER DANIELS MIDLAND CO063,577+63,57704,5920.62%+4,592
MARSH & MCLENNAN COS INC(MRSH)024,497+24,49704,6410.63%+4,641
KOHLS CORP(KSS)0128,680+128,68003,6910.50%+3,691
SPIRIT AEROSYSTEMS HLDGS INC0113,308+113,30803,6010.49%+3,601
LOGITECH INTL S A
SHS
036,823+36,82303,5000.48%+3,500
DARDEN RESTAURANTS INC(DRI)021,220+21,22003,4860.47%+3,486
WARNER MUSIC GROUP CORP(WMG)096,960+96,96003,4700.47%+3,470
STARBUCKS CORP(SBUX)21,99656,625+34,6292,0085,4370.74%+3,429
CATERPILLAR INC(CAT)011,574+11,57403,4220.46%+3,422
INFORMATICA INC0119,234+119,23403,3850.46%+3,385
NUTANIX INC(NTNX)069,596+69,59603,3190.45%+3,319
PLAINS GP HLDGS L P(PAGP)0207,649+207,64903,3120.45%+3,312
PENSKE AUTOMOTIVE GRP INC(PAG)026,675+26,67504,2820.58%+4,282
NORDSON CORP(NDSN)014,265+14,26503,7680.51%+3,768
REINSURANCE GRP OF AMERICA I(RGA)024,860+24,86004,0220.55%+4,022
LIVE NATION ENTERTAINMENT IN(LYV)36,77464,392+27,6183,0546,0270.82%+2,973
CHOICE HOTELS INTL INC(CHH)048,299+48,29905,4720.74%+5,472
UNUM GROUP(UNM)064,206+64,20602,9030.39%+2,903
LOCKHEED MARTIN CORP(LMT)013,422+13,42206,0830.83%+6,083
CONSOLIDATED EDISON INC(ED)031,731+31,73102,8870.39%+2,887
DOORDASH INC(DASH)029,035+29,03502,8710.39%+2,871
STELLANTIS N.V(STLA)166,062258,252+92,1903,1776,0220.82%+2,846
ECOLAB INC(ECL)18,90530,452+11,5473,2036,0400.82%+2,838
SPROUT SOCIAL INC045,900+45,90002,8200.38%+2,820
QORVO INC(QRVO)025,022+25,02202,8180.38%+2,818
NORDSTROM INC0149,715+149,71502,7620.38%+2,762
AGCO CORP022,583+22,58302,7420.37%+2,742
METLIFE INC(MET)040,754+40,75402,6950.37%+2,695
MOTOROLA SOLUTIONS INC(MSI)09,866+9,86603,0890.42%+3,089
HEICO CORP NEW018,073+18,07302,5740.35%+2,574
AVIDXCHANGE HOLDINGS INC0207,626+207,62602,5720.35%+2,572
KYNDRYL HLDGS INC(KD)0123,796+123,79602,5720.35%+2,572
MADISON SQUARE GARDEN ENTMT(MSGE)080,314+80,31402,5530.35%+2,553
MARRIOTT INTL INC NEW(MAR)011,207+11,20702,5270.34%+2,527
WASTE MGMT INC DEL(WM)16,94028,407+11,4672,5825,0880.69%+2,505
PILGRIMS PRIDE CORP(PPC)089,879+89,87902,4860.34%+2,486
TESLA INC(TSLA)12,98923,054+10,0653,2505,7280.78%+2,478
GENUINE PARTS CO(GPC)031,246+31,24604,3280.59%+4,328
BARRICK GOLD CORP0161,871+161,87102,9280.40%+2,928
CENTERPOINT ENERGY INC(CNP)076,963+76,96302,1990.30%+2,199
HCA HEALTHCARE INC(HCA)07,929+7,92902,1460.29%+2,146
UIPATH INC(PATH)083,370+83,37002,0710.28%+2,071
INTERPUBLIC GROUP COS INC062,507+62,50702,0400.28%+2,040
PHINIA INC(PHIN)073,656+73,65602,2310.30%+2,231
SENTINELONE INC(S)073,151+73,15102,0070.27%+2,007
VEEVA SYS INC(VEEV)010,346+10,34601,9920.27%+1,992
OREILLY AUTOMOTIVE INC(ORLY)02,093+2,09301,9890.27%+1,989
MOHAWK INDS INC(MHK)031,780+31,78003,2890.45%+3,289
CASELLA WASTE SYS INC(CWST)023,156+23,15601,9790.27%+1,979
MGP INGREDIENTS INC NEW024,575+24,57502,4210.33%+2,421
CUMMINS INC(CMI)017,868+17,86804,2810.58%+4,281
ESSENTIAL UTILS INC(WTRG)051,716+51,71601,9320.26%+1,932
PAYCHEX INC(PAYX)016,154+16,15401,9240.26%+1,924
BANK OZK LITTLE ROCK ARK(OZK)037,811+37,81101,8840.26%+1,884
MADISON SQUARE GRDN SPRT COR(MSGS)010,210+10,21001,8560.25%+1,856
PROCEPT BIOROBOTICS CORP(PRCT)050,452+50,45202,1140.29%+2,114
ESAB CORPORATION(ESAB)021,120+21,12001,8290.25%+1,829
PEGASYSTEMS INC(PEGA)035,594+35,59401,7390.24%+1,739
UPSTART HLDGS INC(UPST)042,388+42,38801,7320.24%+1,732
DATADOG INC(DDOG)16,85126,647+9,7961,5353,2340.44%+1,699
AMERICAN ELEC PWR CO INC048,514+48,51403,9400.54%+3,940
KINSALE CAP GROUP INC(KNSL)04,989+4,98901,6710.23%+1,671
DUOLINGO INC(DUOL)011,445+11,44502,5960.35%+2,596
GODADDY INC(GDDY)015,396+15,39601,6340.22%+1,634
OMNICOM GROUP INC(OMC)018,757+18,75701,6230.22%+1,623
MONSTER BEVERAGE CORP NEW(MNST)083,491+83,49104,8100.65%+4,810
ALIGHT INC(ALIT)0188,729+188,72901,6100.22%+1,610
TRIUMPH GROUP INC NEW097,084+97,08401,6100.22%+1,610
NCR ATLEOS CORPORATION(NATL)065,710+65,71001,5960.22%+1,596
INNOVIVA INC(INVA)098,682+98,68201,5830.21%+1,583
GAP INC(GAP)074,181+74,18101,5510.21%+1,551
UPWORK INC(UPWK)0103,641+103,64101,5410.21%+1,541
TYSON FOODS INC(TSN)037,683+37,68302,0250.28%+2,025
ROLLINS INC(ROL)0107,376+107,37604,6890.64%+4,689
OSHKOSH CORP(OSK)013,946+13,94601,5120.21%+1,512
MDU RES GROUP INC(MDU)075,172+75,17201,4880.20%+1,488
INTEGRAL AD SCIENCE HLDNG CO0140,427+140,42702,0210.27%+2,021
VARONIS SYS INC(VRNS)032,379+32,37901,4660.20%+1,466
MCCORMICK & CO INC(MKC)021,385+21,38501,4630.20%+1,463
SOUTHWEST AIRLS CO(LUV)049,825+49,82501,4390.20%+1,439
CROWDSTRIKE HLDGS INC(CRWD)05,627+5,62701,4370.20%+1,437
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