Fund HoldingsConcentric Capital Strategies, LP

Total Portfolio Value
$1.56B
Total Bought
$1.28B
Total Sold
$394.46M
Net Transaction
+$886.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0716,000+716,0000259,16216.65%+259,162
RTX CORPORATION(RTX)(Call)0473,600+473,600046,190+46,190
SPDR S&P 500 ETF TR(SPY)(Put)050,000+50,000026,154+26,154
LOUISIANA PAC CORP(LPX)61,188363,211+302,0234,33430,4771.96%+26,143
ISHARES TR(Put)0123,200+123,200025,909+25,909
PARKER-HANNIFIN CORP(PH)5,86848,202+42,3342,70326,7901.72%+24,087
TD SYNNEX CORPORATION(SNX)0205,836+205,836023,2801.50%+23,280
STARBUCKS CORP(SBUX)(Put)0246,800+246,800022,555+22,555
INVESCO QQQ TR(Put)050,000+50,000022,201+22,201
LOUISIANA PAC CORP(LPX)(Call)0257,700+257,700021,624+21,624
ECOLAB INC(ECL)0163,096+163,096037,6592.42%+37,659
LINDE PLC(LIN)075,092+75,092034,8672.24%+34,867
VULCAN MATLS CO(VMC)061,708+61,708016,8411.08%+16,841
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0386,475+386,475016,2821.05%+16,282
WALMART INC(WMT)0260,324+260,324015,6641.01%+15,664
WASTE MGMT INC DEL(WM)073,019+73,019015,5641.00%+15,564
DUPONT DE NEMOURS INC(DD)22,394223,882+201,4881,72317,1651.10%+15,442
HUNTSMAN CORP(HUN)(Call)0592,000+592,000015,410+15,410
WESTERN DIGITAL CORP.(WDC)0196,695+196,695013,4220.86%+13,422
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0192,711+192,711012,6510.81%+12,651
MARTIN MARIETTA MATLS INC(MLM)024,332+24,332014,9380.96%+14,938
ALPHABET INC(GOOG)0122,343+122,343018,4651.19%+18,465
INTERNATIONAL FLAVORS&FRAGRA(IFF)0131,754+131,754011,3300.73%+11,330
RTX CORPORATION(RTX)0113,041+113,041011,0250.71%+11,025
TRANSDIGM GROUP INC(TDG)09,711+9,711011,9600.77%+11,960
APTARGROUP INC074,995+74,995010,7910.69%+10,791
PINTEREST INC(PINS)67,080366,415+299,3352,48512,7040.82%+10,219
DOMINOS PIZZA INC(DPZ)020,243+20,243010,0580.65%+10,058
AMAZON COM INC(AMZN)85,986126,051+40,06513,06522,7371.46%+9,672
GENERAL MTRS CO(GM)0208,879+208,87909,4730.61%+9,473
TAIWAN SEMICONDUCTOR MFG LTD(TSM)068,551+68,55109,3260.60%+9,326
TARGET CORP(TGT)051,735+51,73509,1680.59%+9,168
UBER TECHNOLOGIES INC(UBER)128,003219,069+91,0667,88116,8661.08%+8,985
NVIDIA CORPORATION(NVDA)018,252+18,252016,4921.06%+16,492
BEACON ROOFING SUPPLY INC090,265+90,26508,8480.57%+8,848
MERCK & CO INC(MRK)066,638+66,63808,7930.57%+8,793
SELECT SECTOR SPDR TR
ST STR ENERG ETF
093,947+93,94708,8700.57%+8,870
VISA INC(V)027,817+27,81707,7630.50%+7,763
REPUBLIC SVCS INC(RSG)052,267+52,267010,0060.64%+10,006
SPOTIFY TECHNOLOGY S A(SPOT)20,93742,325+21,3883,93411,1700.72%+7,235
CSX CORP(CSX)45,207234,025+188,8181,5678,6750.56%+7,108
GENERAL ELECTRIC CO(GE)044,119+44,11907,7440.50%+7,744
ALLSTATE CORP(ALL)039,273+39,27306,7950.44%+6,795
EAGLE MATLS INC(EXP)13,44933,968+20,5192,7289,2310.59%+6,503
WORKDAY INC(WDAY)023,326+23,32606,3620.41%+6,362
ELEMENT SOLUTIONS INC(ESI)204,687437,954+233,2674,73610,9400.70%+6,204
ISHARES SILVER TR(SLV)0271,310+271,31006,1720.40%+6,172
ADIENT PLC(ADNT)(Put)0183,600+183,60006,044+6,044
EASTMAN CHEM CO(EMN)(Call)059,000+59,00005,913+5,913
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)038,829+38,82905,7660.37%+5,766
PUBLIC SVC ENTERPRISE GRP IN(PEG)086,132+86,13205,7520.37%+5,752
MICROSOFT CORP(MSFT)50,62658,909+8,28319,03724,7841.59%+5,747
ORACLE CORP(ORCL)044,268+44,26805,5610.36%+5,561
THE TRADE DESK INC(TTD)062,390+62,39005,4540.35%+5,454
ETF SER SOLUTIONS
US GLB JETS
0259,548+259,54805,4530.35%+5,453
TRANE TECHNOLOGIES PLC(TT)017,829+17,82905,3520.34%+5,352
BLACKROCK INC(BLK)06,419+6,41905,3520.34%+5,352
WASTE CONNECTIONS INC(WCN)054,896+54,89609,4430.61%+9,443
MARATHON PETE CORP(MPC)025,965+25,96505,2320.34%+5,232
DISNEY WALT CO(DIS)46,52976,746+30,2174,2019,3910.60%+5,190
NEWMONT CORP(NEM)0134,347+134,34704,8150.31%+4,815
SPDR SER TR
ST STR SP INS
092,110+92,11004,7960.31%+4,796
CELESTICA INC(CLS)0106,438+106,43804,7830.31%+4,783
ROCKWELL AUTOMATION INC(ROK)(Put)016,400+16,40004,778+4,778
ACCENTURE PLC IRELAND
SHS CLASS A
013,778+13,77804,7760.31%+4,776
SNOWFLAKE INC(SNOW)031,223+31,22305,0460.32%+5,046
ITT INC(ITT)058,557+58,55707,9660.51%+7,966
ALPHABET INC(GOOG)(Call)029,500+29,50004,452+4,452
GENERAL MLS INC(GIS)063,471+63,47104,4410.29%+4,441
EATON CORP PLC(ETN)014,024+14,02404,3850.28%+4,385
KLA CORP(KLAC)07,246+7,24605,0620.33%+5,062
INTEGRAL AD SCIENCE HLDNG CO0434,348+434,34804,3300.28%+4,330
ADVANCED MICRO DEVICES INC(AMD)(Call)023,600+23,60004,260+4,260
ELI LILLY & CO(LLY)05,446+5,44604,2370.27%+4,237
BARCLAYS BANK PLC(DJP)433,909844,917+411,0086,73410,9590.70%+4,224
DEXCOM INC(DXCM)030,345+30,34504,2090.27%+4,209
WEST PHARMACEUTICAL SVSC INC(WST)010,622+10,62204,2030.27%+4,203
COSTCO WHSL CORP NEW(COST)05,710+5,71004,1830.27%+4,183
APPLIED MATLS INC023,598+23,59804,8670.31%+4,867
UNIVERSAL TECHNICAL INST INC(UTI)0259,789+259,78904,1410.27%+4,141
VANECK ETF TRUST
JUNIOR GOLD MINE
0106,172+106,17204,1130.26%+4,113
DOUBLEVERIFY HLDGS INC(DV)0116,283+116,28304,0890.26%+4,089
UNITED THERAPEUTICS CORP DEL(UTHR)017,467+17,46704,0130.26%+4,013
LAUDER ESTEE COS INC(EL)025,751+25,75103,9700.26%+3,970
PAN AMERN SILVER CORP(PAAS)0263,225+263,22503,9690.26%+3,969
SBA COMMUNICATIONS CORP NEW(SBAC)017,517+17,51703,7960.24%+3,796
CLEVELAND-CLIFFS INC NEW(CLF)(Put)0122,300+122,30003,733+3,733
APOLLO GLOBAL MGMT INC(APO)033,172+33,17203,7300.24%+3,730
GE HEALTHCARE TECHNOLOGIES I(GEHC)040,792+40,79203,7080.24%+3,708
AZEK CO INC67,957125,571+57,6142,5996,3060.41%+3,707
MASCO CORP(MAS)057,834+57,83404,5620.29%+4,562
XPO INC(XPO)029,975+29,97503,6580.24%+3,658
MAPLEBEAR INC(CART)096,340+96,34003,5930.23%+3,593
KKR & CO INC(KKR)035,186+35,18603,5390.23%+3,539
AECOM(ACM)046,363+46,36304,5470.29%+4,547
GOLD FIELDS LTD(GFI)0214,390+214,39003,4070.22%+3,407
XPEL INC(XPEL)062,473+62,47303,3750.22%+3,375
MARVELL TECHNOLOGY INC(MRVL)(Call)047,400+47,40003,360+3,360
TREX CO INC(TREX)033,623+33,62303,3540.22%+3,354
APPLOVIN CORP(APP)048,450+48,45003,3540.22%+3,354
Page 1 of 1