Fund Holdings — Quantessence Capital LLC

Total Portfolio Value
$8.65M
Total Bought
$8.65M
Total Sold
$316.02M
Net Transaction
-$307.37M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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PALO ALTO NETWORKS INC(PANW)05,659+5,65901,04212.06%+1,042
BROADCOM INC(AVGO)02,938+2,93801,01711.76%+1,017
WALMART INC(WMT)09,000+9,00001,00311.60%+1,003
LULULEMON ATHLETICA INC(LULU)04,747+4,747098611.41%+986
ON SEMICONDUCTOR CORP(ON)017,228+17,228093310.79%+933
VANECK ETF TRUST
VANECK VIETNAM
048,175+48,175091910.63%+919
GLOBALFOUNDRIES INC(GFS)020,386+20,38607128.23%+712
CDW CORP(CDW)04,695+4,69506397.40%+639
VANECK ETF TRUST
JUNIOR GOLD MINE
04,192+4,19204775.52%+477
TKO GROUP HOLDINGS INC(TKO)01,242+1,24202603.00%+260
FOX CORP(FOX)03,456+3,45602532.92%+253
BIOCRYST PHARMACEUTICALS INC(BCRX)013,200+13,20001031.19%+103
AMERICAN AXLE & MFG HLDGS IN015,114+15,1140971.12%+97
LUMEN TECHNOLOGIES INC(LUMN)010,034+10,0340780.90%+78
AEGON LTD(AEG)010,098+10,0980780.90%+78
IQIYI INC(IQ)026,000+26,0000500.58%+50
MARAVAI LIFESCIENCES HLDGS I(MRVI)10,7270-10,727310—-31
KRISPY KREME INC(DNUT)17,0220-17,022660—-66
COMPASS DIVERSIFIED(CODI)10,5460-10,546700—-70
SABRE CORP(SABR)47,8210-47,821880—-88
GLOBAL BUSINESS TRAVEL GROUP(GBTG)13,6830-13,6831110—-111
AVANOS MED INC10,0000-10,0001160—-116
DYNAVAX TECHNOLOGIES CORP12,3380-12,3381230—-123
MYRIAD GENETICS INC(MYGN)19,1130-19,1131380—-138
AMERICAN AIRLS GROUP INC(AAL)12,8730-12,8731450—-145
XENCOR INC(XNCR)13,0940-13,0941540—-154
VIATRIS INC(VTRS)17,8580-17,8581770—-177
CORE LABORATORIES INC(CLB)15,5600-15,5601920—-192
UNITI GROUP LLC(UNIT)33,1300-33,1302030—-203
INTERDIGITAL INC(IDCC)6040-6042090—-209
JAZZ PHARMACEUTICALS PLC(JAZZ)1,6090-1,6092120—-212
COLUMBIA SPORTSWEAR CO(COLM)4,1020-4,1022150—-215
HUNT J B TRANS SVCS INC(JBHT)1,6250-1,6252180—-218
SUPER GROUP SGHC LIMITED
ORD SHS
16,6210-16,6212190—-219
MIDDLESEX WTR CO(MSEX)4,0860-4,0862210—-221
LB PHARMACEUTICALS INC(LBRX)14,2250-14,2252250—-225
ADTALEM GLOBAL ED INC(CVSA)1,4830-1,4832290—-229
EXPEDITORS INTL WASH INC(EXPD)1,8850-1,8852310—-231
PARAMOUNT SKYDANCE CORP(PSKY)12,3640-12,3642340—-234
DUOLINGO INC(DUOL)7830-7832520—-252
BLACK ROCK COFFEE BAR INC10,8830-10,8832600—-260
AMENTUM HOLDINGS INC10,8790-10,8792610—-261
WPP PLC NEW(WPP)11,1680-11,1682800—-280
VAXCYTE INC(PCVX)7,8460-7,8462830—-283
SIGNET JEWELERS LIMITED
SHS
3,1050-3,1052980—-298
JAMES HARDIE INDS PLC
ORD SHS
15,6750-15,6753010—-301
ENERSYS(ENS)2,7190-2,7193070—-307
TOPBUILD CORP8070-8073150—-315
ESSENT GROUP LTD(ESNT)5,0180-5,0183190—-319
VIA TRANSN INC(VIA)6,6840-6,6843210—-321
URBAN OUTFITTERS INC(URBN)4,6450-4,6453320—-332
MIAMI INTL HLDGS INC(MIAX)8,5070-8,5073420—-342
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)1,3320-1,3323440—-344
HAMILTON LANE INC(HLNE)2,5820-2,5823480—-348
VIKING HOLDINGS LTD(VIK)5,8140-5,8143610—-361
FTI CONSULTING INC(FCN)2,2580-2,2583650—-365
MORGAN STANLEY(MS)2,3290-2,3293700—-370
DRDGOLD LIMITED(DRD)13,8300-13,8303820—-382
D-WAVE QUANTUM INC(QBTS)15,5470-15,5473840—-384
HARBORONE BANCORP INC NEW28,2980-28,2983850—-385
MEDICAL PPTYS TRUST INC(MPT)76,4280-76,4283870—-387
MSA SAFETY INC(MSA)2,3870-2,3874110—-411
FIDELITY NATIONAL FINANCIAL(FNF)6,8560-6,8564150—-415
MARRIOTT VACATIONS WORLDWIDE(VAC)6,2790-6,2794180—-418
BROOKFIELD RENEWABLE CORP(BEPC)13,4630-13,4634630—-463
LOEWS CORP(L)4,8130-4,8134830—-483
TOTALENERGIES SE(TTE)8,3050-8,3054960—-496
LAM RESEARCH CORP(LRCX)3,8750-3,8755190—-519
MATCH GROUP INC NEW(MTCH)14,7840-14,7845220—-522
ARISTA NETWORKS INC(ANET)3,5980-3,5985240—-524
STEVANATO GROUP S P A
ORD SHS
20,4310-20,4315260—-526
ORLA MNG LTD NEW48,8480-48,8485280—-528
ALLEGRO MICROSYSTEMS INC(ALGM)19,4630-19,4635680—-568
B2GOLD CORP(BTG)116,1310-116,1315750—-575
INVESCO LTD(IVZ)25,2000-25,2005780—-578
INTERPUBLIC GROUP COS INC21,6750-21,6756050—-605
RALPH LAUREN CORP(RL)1,9310-1,9316050—-605
NUCOR CORP(NUE)4,5320-4,5326140—-614
STMICROELECTRONICS N V(STM)22,1330-22,1336250—-625
LEGENCE CORP(LGN)21,5670-21,5676640—-664
HARMONY GOLD MINING CO LTD(HMY)37,0020-37,0026720—-672
GLOBUS MED INC(GMED)12,2230-12,2237000—-700
BAKER HUGHES COMPANY(BKR)14,3910-14,3917010—-701
SYSCO CORP(SYY)8,6110-8,6117090—-709
NETAPP INC(NTAP)6,0840-6,0847210—-721
DTE ENERGY CO(DTB)5,3050-5,3057500—-750
DEVON ENERGY CORP NEW(DVN)21,5880-21,5887570—-757
GLOBAL E ONLINE LTD
SHS
23,0250-23,0258230—-823
HIMS & HERS HEALTH INC(HIMS)14,5470-14,5478250—-825
BROOKFIELD INFRASTRUCTURE CO(BIPC)20,5230-20,5238440—-844
VALERO ENERGY CORP(VLO)4,9780-4,9788480—-848
MAKEMYTRIP LIMITED MAURITIUS
SHS
9,1410-9,1418560—-856
TESLA INC(TSLA)1,9400-1,9408630—-863
COINBASE GLOBAL INC(COIN)2,5750-2,5758690—-869
FRANCO NEV CORP(FNV)3,9410-3,9418780—-878
SOUNDHOUND AI INC(SOUN)54,8380-54,8388820—-882
SIRIUSXM HOLDINGS INC(SIRI)37,9020-37,9028820—-882
POTBELLY CORP52,0240-52,0248860—-886
URANIUM ENERGY CORP(UEC)68,1050-68,1059090—-909
ALCON AG(ALC)12,3050-12,3059170—-917
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Quantessence Capital LLC — 13F Holdings — Q4 2025 | TickerTrail