Fund HoldingsXTX Topco Ltd

Total Portfolio Value
$741.76M
Total Bought
$546.81M
Total Sold
$261.40M
Net Transaction
+$285.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SUPER MICRO COMPUTER INC(SMCI)04,475+4,47504,5200.61%+4,520
GENERAL ELECTRIC CO(GE)020,257+20,25703,5560.48%+3,556
NVIDIA CORPORATION(NVDA)03,336+3,33603,0140.41%+3,014
MICROSOFT CORP(MSFT)07,054+7,05402,9680.40%+2,968
TARGET CORP(TGT)016,103+16,10302,8540.38%+2,854
CROWDSTRIKE HLDGS INC(CRWD)08,765+8,76502,8100.38%+2,810
MORGAN STANLEY(MS)028,255+28,25502,6600.36%+2,660
AUTOZONE INC(AZO)0983+98303,0980.42%+3,098
VALE S A0236,180+236,18002,8790.39%+2,879
3M CO(MMM)025,459+25,45902,7000.36%+2,700
ADOBE INC(ADBE)04,587+4,58702,3150.31%+2,315
TESLA INC(TSLA)7,18723,300+16,1131,7864,0960.55%+2,310
META PLATFORMS INC(META)08,255+8,25504,0080.54%+4,008
CONSTELLATION ENERGY CORP(CEG)011,673+11,67302,1580.29%+2,158
DOLLAR TREE INC(DLTR)017,838+17,83802,3750.32%+2,375
UNITED PARCEL SERVICE INC(UPS)014,271+14,27102,1210.29%+2,121
BAKER HUGHES COMPANY(BKR)070,833+70,83302,3730.32%+2,373
IQVIA HLDGS INC(IQV)08,140+8,14002,0590.28%+2,059
VISA INC(V)07,316+7,31602,0420.28%+2,042
BOEING CO(BA)011,670+11,67002,2520.30%+2,252
SYNOPSYS INC(SNPS)1,1494,542+3,3935922,5960.35%+2,004
MCKESSON CORP(MCK)05,192+5,19202,7870.38%+2,787
ON SEMICONDUCTOR CORP(ON)026,045+26,04501,9160.26%+1,916
AMERICAN TOWER CORP NEW(AMT)09,589+9,58901,8950.26%+1,895
LOCKHEED MARTIN CORP(LMT)04,165+4,16501,8950.26%+1,895
LOWES COS INC(LOW)07,372+7,37201,8780.25%+1,878
GENERAL MTRS CO(GM)051,501+51,50102,3360.31%+2,336
VISTRA CORP(VST)026,427+26,42701,8410.25%+1,841
INTERNATIONAL FLAVORS&FRAGRA(IFF)021,314+21,31401,8330.25%+1,833
AIRBNB INC010,880+10,88001,7950.24%+1,795
SCHLUMBERGER LTD(SLB)036,303+36,30301,9900.27%+1,990
WEST PHARMACEUTICAL SVSC INC(WST)05,416+5,41602,1430.29%+2,143
SPDR S&P 500 ETF TR(SPY)03,372+3,37201,7640.24%+1,764
REGENERON PHARMACEUTICALS(REGN)1,7503,421+1,6711,5373,2930.44%+1,756
ROYAL CARIBBEAN GROUP
COM
012,599+12,59901,7510.24%+1,751
EATON CORP PLC(ETN)05,588+5,58801,7470.24%+1,747
BAIDU INC016,555+16,55501,7430.23%+1,743
DOORDASH INC(DASH)012,550+12,55001,7280.23%+1,728
MODERNA INC(MRNA)016,099+16,09901,7160.23%+1,716
ZOETIS INC(ZTS)010,116+10,11601,7120.23%+1,712
ZSCALER INC(ZS)010,988+10,98802,1170.29%+2,117
TORONTO DOMINION BK ONT(TD)032,208+32,20801,9450.26%+1,945
EXELON CORP(EXC)051,819+51,81901,9470.26%+1,947
NETFLIX INC(NFLX)02,660+2,66001,6150.22%+1,615
NUTANIX INC(NTNX)025,976+25,97601,6030.22%+1,603
EOG RES INC(EOG)012,477+12,47701,5950.22%+1,595
AON PLC(AON)04,706+4,70601,5700.21%+1,570
EQUIFAX INC(EFX)07,048+7,04801,8850.25%+1,885
TAIWAN SEMICONDUCTOR MFG LTD(TSM)010,870+10,87001,4790.20%+1,479
APA CORPORATION(APA)042,855+42,85501,4730.20%+1,473
GOLDMAN SACHS GROUP INC(GS)03,497+3,49701,4610.20%+1,461
INTERPUBLIC GROUP COS INC044,638+44,63801,4570.20%+1,457
NETEASE INC(NTES)014,005+14,00501,4490.20%+1,449
ONEOK INC NEW(OKE)017,881+17,88101,4340.19%+1,434
APPLIED MATLS INC06,945+6,94501,4320.19%+1,432
HEALTHPEAK PROPERTIES INC(DOC)076,047+76,04701,4260.19%+1,426
ENERGY TRANSFER L P(ET)089,943+89,94301,4150.19%+1,415
CARMAX INC(KMX)016,041+16,04101,3970.19%+1,397
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
093,478+93,47801,3930.19%+1,393
AES CORP(AES)077,452+77,45201,3890.19%+1,389
UBER TECHNOLOGIES INC(UBER)018,031+18,03101,3880.19%+1,388
DEVON ENERGY CORP NEW(DVN)027,217+27,21701,3660.18%+1,366
PENUMBRA INC(PEN)06,977+6,97701,5570.21%+1,557
ANSYS INC03,839+3,83901,3330.18%+1,333
DOLLAR GEN CORP NEW(DG)08,491+8,49101,3250.18%+1,325
STMICROELECTRONICS N V(STM)030,607+30,60701,3230.18%+1,323
VERISK ANALYTICS INC(VRSK)05,577+5,57701,3150.18%+1,315
PVH CORPORATION(PVH)09,298+9,29801,3070.18%+1,307
MAPLEBEAR INC(CART)034,835+34,83501,2990.18%+1,299
RIO TINTO PLC(RIO)020,311+20,31101,2950.17%+1,295
AERCAP HOLDINGS NV(AER)014,610+14,61001,2700.17%+1,270
M D C HLDGS INC020,148+20,14801,2680.17%+1,268
PPG INDS INC(PPG)08,622+8,62201,2490.17%+1,249
EQUITABLE HLDGS INC032,243+32,24301,2260.17%+1,226
PAYPAL HLDGS INC(PYPL)018,270+18,27001,2240.17%+1,224
TRUIST FINL CORP(TFC)031,334+31,33401,2210.16%+1,221
SOUTHWESTERN ENERGY CO0161,014+161,01401,2200.16%+1,220
LABORATORY CORP AMER HLDGS05,560+5,56001,2150.16%+1,215
SAP SE(SAP)06,223+6,22301,2140.16%+1,214
US BANCORP DEL(USB)027,144+27,14401,2130.16%+1,213
PURE STORAGE INC(P)023,241+23,24101,2080.16%+1,208
ITRON INC(ITRI)013,049+13,04901,2070.16%+1,207
IRON MTN INC DEL(IRM)014,943+14,94301,1990.16%+1,199
NUTRIEN LTD(NTR)029,106+29,10601,5810.21%+1,581
CARLYLE GROUP INC(CG)025,208+25,20801,1830.16%+1,183
OREILLY AUTOMOTIVE INC(ORLY)01,437+1,43701,6220.22%+1,622
EQUITY LIFESTYLE PPTYS INC(ELS)018,240+18,24001,1750.16%+1,175
OTIS WORLDWIDE CORP(OTIS)011,804+11,80401,1720.16%+1,172
HYATT HOTELS CORP(H)07,296+7,29601,1650.16%+1,165
AKAMAI TECHNOLOGIES INC(AKAM)010,696+10,69601,1630.16%+1,163
CUMMINS INC(CMI)03,902+3,90201,1500.16%+1,150
ZILLOW GROUP INC(Z)031,953+31,95301,5590.21%+1,559
S&P GLOBAL INC(SPGI)04,079+4,07901,7350.23%+1,735
WHIRLPOOL CORP(WHR)011,220+11,22001,3420.18%+1,342
E L F BEAUTY INC(ELF)05,784+5,78401,1340.15%+1,134
AMERICAN WTR WKS CO INC NEW013,868+13,86801,6950.23%+1,695
GODADDY INC(GDDY)09,389+9,38901,1140.15%+1,114
FOMENTO ECONOMICO MEXICANO S(FMX)08,540+8,54001,1130.15%+1,113
BOOKING HOLDINGS INC(BKNG)0468+46801,6980.23%+1,698
TEVA PHARMACEUTICAL INDS LTD(TEVA)077,527+77,52701,0940.15%+1,094
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