Fund HoldingsXTX Topco Ltd

Total Portfolio Value
$456.66M
Total Bought
$280.76M
Total Sold
$412.11M
Net Transaction
-$131.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMAZON COM INC(AMZN)021,037+21,03703,1960.70%+3,196
WALMART INC(WMT)012,507+12,50701,9720.43%+1,972
TESLA INC(TSLA)07,187+7,18701,7860.39%+1,786
UNITEDHEALTH GROUP INC(UNH)03,368+3,36801,7730.39%+1,773
CRH PLC
ORD
021,179+21,17901,4650.32%+1,465
GEN DIGITAL INC(GEN)080,277+80,27701,8320.40%+1,832
STONEX GROUP INC(SNEX)027,699+27,69902,0450.45%+2,045
APPLE INC(AAPL)07,055+7,05501,3580.30%+1,358
GENERAL MLS INC(GIS)019,135+19,13501,2460.27%+1,246
LINDE PLC(LIN)04,737+4,73701,9460.43%+1,946
MONDELEZ INTL INC(MDLZ)018,808+18,80801,3620.30%+1,362
TYLER TECHNOLOGIES INC(TYL)02,548+2,54801,0650.23%+1,065
KINSALE CAP GROUP INC(KNSL)03,123+3,12301,0460.23%+1,046
FORD MTR CO DEL(F)098,609+98,60901,2020.26%+1,202
CHEVRON CORP NEW(CVX)06,854+6,85401,0220.22%+1,022
ASTRAZENECA PLC(AZN)015,151+15,15101,0200.22%+1,020
PENSKE AUTOMOTIVE GRP INC(PAG)06,241+6,24101,0020.22%+1,002
TELUS CORPORATION(TU)055,662+55,66209900.22%+990
KIMCO RLTY CORP(KIM)044,535+44,53509490.21%+949
CLEAN HARBORS INC(CLH)05,352+5,35209340.20%+934
ALPHABET INC(GOOG)06,465+6,46509110.20%+911
CELSIUS HLDGS INC(CELH)016,601+16,60109050.20%+905
BRITISH AMERN TOB PLC(BTI)041,330+41,33001,2110.27%+1,211
FERRARI N V
COM
02,597+2,59708790.19%+879
MUELLER INDS INC(MLI)024,107+24,10701,1370.25%+1,137
EQUINIX INC(EQIX)01,050+1,05008460.19%+846
ING GROEP N.V.(ING)054,247+54,24708150.18%+815
CELESTICA INC(CLS)027,376+27,37608020.18%+802
GREEN PLAINS INC(GPRE)031,773+31,77308010.18%+801
TRIPADVISOR INC(TRIP)037,086+37,08607980.17%+798
UNILEVER PLC(UL)016,299+16,29907900.17%+790
PERRIGO CO PLC(PRGO)024,551+24,55107900.17%+790
CHURCHILL DOWNS INC(CHDN)012,049+12,04901,6260.36%+1,626
MONGODB INC(MDB)01,915+1,91507830.17%+783
REPUBLIC SVCS INC(RSG)04,722+4,72207790.17%+779
COMCAST CORP NEW(CCZ)017,687+17,68707760.17%+776
ENBRIDGE INC(ENB)037,991+37,99101,3680.30%+1,368
PMV PHARMACEUTICALS INC0249,412+249,41207730.17%+773
HOST HOTELS & RESORTS INC(HST)039,508+39,50807690.17%+769
COHERUS BIOSCIENCES INC0250,717+250,71708350.18%+835
QORVO INC(QRVO)06,668+6,66807510.16%+751
HORMEL FOODS CORP(HRL)023,339+23,33907490.16%+749
WISDOMTREE INC(WT)0107,193+107,19307430.16%+743
CHARTER COMMUNICATIONS INC N(CHTR)02,820+2,82001,0960.24%+1,096
OLD NATL BANCORP IND(ONB)043,469+43,46907340.16%+734
KBR INC(KBR)013,184+13,18407310.16%+731
FIRSTENERGY CORP(FE)019,675+19,67507210.16%+721
ISHARES TR09,202+9,20207120.16%+712
HEICO CORP NEW(HEI)03,962+3,96207090.16%+709
RELX PLC(RELX)017,615+17,61506990.15%+699
BWX TECHNOLOGIES INC(BWXT)09,096+9,09606980.15%+698
ASML HOLDING N V
N Y REGISTRY SHS
0919+91906960.15%+696
REGENERON PHARMACEUTICALS(REGN)1,0241,750+7268431,5370.34%+694
FRANCO NEV CORP(FNV)06,253+6,25306930.15%+693
MURPHY USA INC(MUSA)01,936+1,93606900.15%+690
FORTIS INC(FTS)016,705+16,70506870.15%+687
AMERICAN AIRLS GROUP INC(AAL)049,921+49,92106860.15%+686
ROCKET LAB USA INC0124,010+124,01006860.15%+686
DISTRIBUTION SOLUTIONS GRP I(DSGR)021,434+21,43406760.15%+676
JACOBS SOLUTIONS INC(J)05,173+5,17306710.15%+671
MARKEL GROUP INC(MKL)0652+65209260.20%+926
ENPHASE ENERGY INC(ENPH)04,994+4,99406600.14%+660
FEDERATED HERMES INC(FHI)019,403+19,40306570.14%+657
AMERICAN EQTY INVT LIFE HLD011,773+11,77306570.14%+657
LENDINGCLUB CORP(HAPN)074,636+74,63606520.14%+652
FIGS INC(FIGS)093,811+93,81106520.14%+652
EVENTBRITE INC077,430+77,43006470.14%+647
METTLER TOLEDO INTERNATIONAL(MTD)0532+53206450.14%+645
EXXON MOBIL CORP06,438+6,43806440.14%+644
FRONTDOOR INC(FTDR)018,243+18,24306430.14%+643
TALKSPACE INC(TALK)0251,823+251,82306400.14%+640
GSK PLC(GSK)022,692+22,69208410.18%+841
LINCOLN ELEC HLDGS INC(LECO)02,926+2,92606360.14%+636
LIVE NATION ENTERTAINMENT IN(LYV)06,773+6,77306340.14%+634
VENTYX BIOSCIENCES INC0256,545+256,54506340.14%+634
ROKU INC(ROKU)06,898+6,89806320.14%+632
COINBASE GLOBAL INC(COIN)04,889+4,88908500.19%+850
ENTEGRIS INC(ENTG)05,239+5,23906280.14%+628
COLUMBIA BKG SYS INC(COLB)023,184+23,18406190.14%+619
UNUM GROUP(UNM)013,652+13,65206170.14%+617
HUNTINGTON BANCSHARES INC(HBAN)048,434+48,43406160.13%+616
RYAN SPECIALTY HOLDINGS INC(RYAN)014,303+14,30306150.13%+615
JABIL INC(JBL)04,797+4,79706110.13%+611
QUANTA SVCS INC02,829+2,82906100.13%+610
NOVO-NORDISK A S(NVO)05,891+5,89106090.13%+609
FLYWIRE CORPORATION(FLYW)026,194+26,19406060.13%+606
COREBRIDGE FINL INC(CRBD)027,969+27,96906060.13%+606
ROLLINS INC(ROL)013,869+13,86906060.13%+606
KINDER MORGAN INC DEL(KMI)034,267+34,26706040.13%+604
KEURIG DR PEPPER INC(KDP)018,097+18,09706030.13%+603
WASTE CONNECTIONS INC(WCN)04,016+4,01605990.13%+599
HUBSPOT INC(HUBS)01,029+1,02905970.13%+597
TOLL BROTHERS INC(TOL)08,027+8,02708250.18%+825
NIO INC(NIO)065,348+65,34805930.13%+593
SYNOPSYS INC(SNPS)01,149+1,14905920.13%+592
CYBERARK SOFTWARE LTD02,688+2,68805890.13%+589
ADMA BIOLOGICS INC0169,073+169,07307640.17%+764
MARRIOTT VACATIONS WORLDWIDE(VAC)06,847+6,84705810.13%+581
APTARGROUP INC04,631+4,63105720.13%+572
UNITED MICROELECTRONICS CORP(UMC)067,525+67,52505710.13%+571
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