Quantessence Capital LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Quantessence Capital LLC maintained a portfolio of 189 distinct positions. The most significant new addition to the portfolio was PALO ALTO NETWORKS I, which now represents 12.06% of the total fund value. Conversely, Quantessence Capital LLC completely exited their position in WNS HLDGS LTD.
PCA Score Concentration Risk
Risk ENB
Total Positions
189
Quarter
2025 Q4
Top Holding
PANW (12.1%)
Top 10 Concentration
92.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 189
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PANW
PALO ALTO NETWO...
Unknown 12.06% #1
Prev: #—
6.8 5,659 no change
NEW
5,659 $1,042,388 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Unknown 11.76% #2
Prev: #—
6.7 2,938 no change
NEW
2,938 $1,016,842 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Unknown 11.60% #3
Prev: #—
6.6 9,000 no change
NEW
9,000 $1,002,690 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LULU
LULULEMON ATHLE...
Unknown 11.41% #4
Prev: #—
6.6 4,747 no change
NEW
4,747 $986,474 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ON
ON SEMICONDUCTO...
Unknown 10.79% #5
Prev: #—
6.3 17,228 no change
NEW
17,228 $932,896 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VNM
VANECK ETF TRUS...
ETF 10.63% #6
Prev: #—
6.3 48,175 no change
NEW
48,175 $919,179 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GFS
GLOBALFOUNDRIES...
Unknown 8.23% #7
Prev: #—
5.3 20,386 no change
NEW
20,386 $711,879 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Unknown 7.40% #8
Prev: #—
5.0 4,695 no change
NEW
4,695 $639,459 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GDXJ
VANECK ETF TRUS...
ETF 5.52% #9
Prev: #—
4.2 4,192 no change
NEW
4,192 $476,966 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TKO
TKO GROUP HOLDI...
Unknown 3.00% #10
Prev: #—
3.2 1,242 no change
NEW
1,242 $259,578 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXA
FOX CORP
Unknown 2.92% #11
Prev: #—
3.2 3,456 no change
NEW
3,456 $252,530 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCRX
BIOCRYST PHARMA...
Unknown 1.19% #12
Prev: #—
2.5 13,200 no change
NEW
13,200 $102,960 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AXL
AMERICAN AXLE &...
Unknown 1.12% #13
Prev: #—
2.4 15,114 no change
NEW
15,114 $96,881 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LUMN
LUMEN TECHNOLOG...
Unknown 0.90% #14
Prev: #—
2.4 10,034 no change
NEW
10,034 $77,964 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEG
AEGON LTD
Unknown 0.90% #15
Prev: #—
2.4 10,098 no change
NEW
10,098 $77,856 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQ
IQIYI INC
Unknown 0.58% #16
Prev: #—
2.2 26,000 no change
NEW
26,000 $49,920 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 7.90%
Sold All 😨
(Was: #1)
0.3 -327,371 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 3.72%
Sold All 😨
(Was: #2)
0.3 -110,237 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Unknown 0.00% 2.87%
Sold All 😨
(Was: #3)
0.3 -37,242 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Unknown 0.00% 2.57%
Sold All 😨
(Was: #4)
0.3 -11,040 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Unknown 0.00% 2.29%
Sold All 😨
(Was: #5)
0.3 -15,874 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APH
AMPHENOL CORP N...
Unknown 0.00% 2.28%
Sold All 😨
(Was: #6)
0.3 -58,232 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OIH
VANECK ETF TRUS...
ETF 0.00% 2.20%
Sold All 😨
(Was: #7)
0.3 -26,729 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Unknown 0.00% 2.04%
Sold All 😨
(Was: #8)
0.3 -57,420 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Unknown 0.00% 1.97%
Sold All 😨
(Was: #9)
0.3 -93,953 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEM
NEWMONT CORP
Unknown 0.00% 1.87%
Sold All 😨
(Was: #10)
0.3 -70,224 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Unknown 0.00% 1.86%
Sold All 😨
(Was: #11)
0.3 -23,121 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Unknown 0.00% 1.76%
Sold All 😨
(Was: #12)
0.3 -16,263 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Unknown 0.00% 1.68%
Sold All 😨
(Was: #13)
0.3 -63,236 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Unknown 0.00% 1.64%
Sold All 😨
(Was: #14)
0.3 -21,982 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGLD
ROYAL GOLD INC
Unknown 0.00% 1.60%
Sold All 😨
(Was: #15)
0.3 -25,211 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Unknown 0.00% 1.38%
Sold All 😨
(Was: #16)
0.3 -17,995 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INSM
INSMED INC
Unknown 0.00% 1.28%
Sold All 😨
(Was: #17)
0.3 -28,157 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
COMFORT SYS USA...
Unknown 0.00% 1.27%
Sold All 😨
(Was: #18)
0.3 -4,863 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MPWR
MONOLITHIC PWR ...
Unknown 0.00% 1.27%
Sold All 😨
(Was: #19)
0.3 -4,344 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HCA
HCA HEALTHCARE ...
Unknown 0.00% 1.26%
Sold All 😨
(Was: #20)
0.3 -9,343 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-MOBILE US INC
Unknown 0.00% 1.24%
Sold All 😨
(Was: #21)
0.3 -16,374 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXP
AMERICAN EXPRES...
Unknown 0.00% 1.23%
Sold All 😨
(Was: #22)
0.3 -11,698 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 0.00% 1.22%
Sold All 😨
(Was: #23)
0.3 -71,707 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Unknown 0.00% 1.20%
Sold All 😨
(Was: #24)
0.3 -7,993 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 1.20%
Sold All 😨
(Was: #25)
0.3 -200,158 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRZ
AMRIZE LTD
Unknown 0.00% 1.18%
Sold All 😨
(Was: #26)
0.3 -77,097 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FER
FERROVIAL SE
Unknown 0.00% 1.13%
Sold All 😨
(Was: #27)
0.3 -60,907 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Unknown 0.00% 1.12%
Sold All 😨
(Was: #28)
0.3 -7,122 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEM
AGNICO EAGLE MI...
Unknown 0.00% 1.06%
Sold All 😨
(Was: #29)
0.3 -19,868 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 1.06%
Sold All 😨
(Was: #30)
0.3 -267,088 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP
Unknown 0.00% 1.05%
Sold All 😨
(Was: #31)
0.3 -16,910 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Unknown 0.00% 1.01%
Sold All 😨
(Was: #32)
0.3 -25,770 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 1.01%
Sold All 😨
(Was: #33)
0.3 -2,654 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Unknown 0.00% 1.00%
Sold All 😨
(Was: #34)
0.3 -479,863 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TME
TENCENT MUSIC E...
Unknown 0.00% 0.98%
Sold All 😨
(Was: #35)
0.3 -132,169 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
Unknown 0.00% 0.97%
Sold All 😨
(Was: #36)
0.3 -33,569 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GE
GE AEROSPACE
Unknown 0.00% 0.96%
Sold All 😨
(Was: #37)
0.3 -10,126 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/A
BERKSHIRE HATHA...
Unknown 0.00% 0.95%
Sold All 😨
(Was: #38)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSA
PUBLIC STORAGE ...
Unknown 0.00% 0.93%
Sold All 😨
(Was: #39)
0.3 -10,175 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYX
PAYCHEX INC
Unknown 0.00% 0.92%
Sold All 😨
(Was: #40)
0.3 -22,980 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
B
BARRICK MNG COR...
Unknown 0.00% 0.92%
Sold All 😨
(Was: #41)
0.3 -88,499 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Unknown 0.00% 0.92%
Sold All 😨
(Was: #42)
0.3 -35,018 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RPRX
ROYALTY PHARMA ...
Unknown 0.00% 0.90%
Sold All 😨
(Was: #43)
0.3 -80,558 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
SELECT SECTOR S...
Unknown 0.00% 0.87%
Sold All 😨
(Was: #44)
0.3 -11,416 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PHLT
PERFORMANT HEAL...
Unknown 0.00% 0.84%
Sold All 😨
(Was: #45)
0.3 -342,405 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WPM
WHEATON PRECIOU...
Unknown 0.00% 0.80%
Sold All 😨
(Was: #46)
0.3 -22,742 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DNOW
DNOW INC
Unknown 0.00% 0.73%
Sold All 😨
(Was: #47)
0.3 -151,563 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
HONEYWELL INTL ...
Unknown 0.00% 0.72%
Sold All 😨
(Was: #48)
0.3 -10,763 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMGN
AMGEN INC
Unknown 0.00% 0.65%
Sold All 😨
(Was: #49)
0.3 -7,257 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QSR
RESTAURANT BRAN...
Unknown 0.00% 0.61%
Sold All 😨
(Was: #50)
0.3 -30,221 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LVS
LAS VEGAS SANDS...
Unknown 0.00% 0.59%
Sold All 😨
(Was: #51)
0.3 -34,474 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BK
BANK NEW YORK M...
Unknown 0.00% 0.54%
Sold All 😨
(Was: #52)
0.3 -15,648 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLRE
SELECT SECTOR S...
ETF 0.00% 0.53%
Sold All 😨
(Was: #53)
0.3 -40,047 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HNI
HNI CORP
Unknown 0.00% 0.50%
Sold All 😨
(Was: #54)
0.3 -33,491 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Unknown 0.00% 0.49%
Sold All 😨
(Was: #55)
0.3 -26,891 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
Unknown 0.00% 0.47%
Sold All 😨
(Was: #56)
0.3 -4,749 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.46%
Sold All 😨
(Was: #57)
0.3 -11,381 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
POOL
POOL CORP
Unknown 0.00% 0.44%
Sold All 😨
(Was: #58)
0.3 -4,510 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCEP
COCA-COLA EUROP...
Unknown 0.00% 0.44%
Sold All 😨
(Was: #59)
0.3 -15,373 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MO
ALTRIA GROUP IN...
Unknown 0.00% 0.42%
Sold All 😨
(Was: #60)
0.3 -19,928 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
URI
UNITED RENTALS ...
Unknown 0.00% 0.41%
Sold All 😨
(Was: #61)
0.3 -1,372 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TRI
THOMSON REUTERS...
Unknown 0.00% 0.41%
Sold All 😨
(Was: #62)
0.3 -8,362 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STNE
STONECO LTD
Unknown 0.00% 0.37%
Sold All 😨
(Was: #63)
0.3 -62,552 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Unknown 0.00% 0.36%
Sold All 😨
(Was: #64)
0.3 -4,946 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
Unknown 0.00% 0.34%
Sold All 😨
(Was: #65)
0.3 -5,611 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Unknown 0.00% 0.34%
Sold All 😨
(Was: #66)
0.3 -2,495 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN
LENNAR CORP
Unknown 0.00% 0.34%
Sold All 😨
(Was: #67)
0.3 -8,501 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SYF
SYNCHRONY FINAN...
Unknown 0.00% 0.31%
Sold All 😨
(Was: #68)
0.3 -13,907 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WYNN
WYNN RESORTS LT...
Unknown 0.00% 0.31%
Sold All 😨
(Was: #69)
0.3 -7,589 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CAVA
CAVA GROUP INC
Unknown 0.00% 0.31%
Sold All 😨
(Was: #70)
0.3 -16,099 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SITM
SITIME CORP
Unknown 0.00% 0.31%
Sold All 😨
(Was: #71)
0.3 -3,227 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARM
ARM HOLDINGS PL...
Unknown 0.00% 0.30%
Sold All 😨
(Was: #72)
0.3 -6,767 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BNTX
BIONTECH SE
Unknown 0.00% 0.30%
Sold All 😨
(Was: #73)
0.3 -9,679 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGTI
RIGETTI COMPUTI...
Unknown 0.00% 0.30%
Sold All 😨
(Was: #74)
0.3 -31,905 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GAP
GAP INC
Unknown 0.00% 0.30%
Sold All 😨
(Was: #75)
0.3 -44,330 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
W
WAYFAIR INC
Unknown 0.00% 0.30%
Sold All 😨
(Was: #76)
0.3 -10,606 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HSIC
HENRY SCHEIN IN...
Unknown 0.00% 0.30%
Sold All 😨
(Was: #77)
0.3 -14,252 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BHVN
BIOHAVEN LTD
Unknown 0.00% 0.30%
Sold All 😨
(Was: #78)
0.3 -62,979 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CIFR
CIPHER MINING I...
Unknown 0.00% 0.30%
Sold All 😨
(Was: #79)
0.3 -74,782 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHR
ARCHER AVIATION...
Unknown 0.00% 0.30%
Sold All 😨
(Was: #80)
0.3 -98,031 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EBC
EASTERN BANKSHA...
Unknown 0.00% 0.30%
Sold All 😨
(Was: #81)
0.3 -51,667 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHM
PULTE GROUP INC
Unknown 0.00% 0.30%
Sold All 😨
(Was: #82)
0.3 -7,076 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LCID
LUCID GROUP INC
Unknown 0.00% 0.30%
Sold All 😨
(Was: #83)
0.3 -39,237 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTDR
MATADOR RES CO
Unknown 0.00% 0.29%
Sold All 😨
(Was: #84)
0.3 -20,732 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PR
PERMIAN RESOURC...
Unknown 0.00% 0.29%
Sold All 😨
(Was: #85)
0.3 -72,601 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHRD
CHORD ENERGY CO...
Unknown 0.00% 0.29%
Sold All 😨
(Was: #86)
0.3 -9,349 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MARA
MARA HOLDINGS I...
Unknown 0.00% 0.29%
Sold All 😨
(Was: #87)
0.3 -50,697 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ICLR
ICON PLC
Unknown 0.00% 0.29%
Sold All 😨
(Was: #88)
0.3 -5,261 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONON
ON HLDG AG
Unknown 0.00% 0.29%
Sold All 😨
(Was: #89)
0.3 -21,702 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALC
ALCON AG
Unknown 0.00% 0.29%
Sold All 😨
(Was: #90)
0.3 -12,305 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UEC
URANIUM ENERGY ...
Unknown 0.00% 0.29%
Sold All 😨
(Was: #91)
0.3 -68,105 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PBPB
POTBELLY CORP
Unknown 0.00% 0.28%
Sold All 😨
(Was: #92)
0.3 -52,024 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SIRI
SIRIUSXM HOLDIN...
Unknown 0.00% 0.28%
Sold All 😨
(Was: #93)
0.3 -37,902 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOUN
SOUNDHOUND AI I...
Unknown 0.00% 0.28%
Sold All 😨
(Was: #94)
0.3 -54,838 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNV
FRANCO NEV CORP
Unknown 0.00% 0.28%
Sold All 😨
(Was: #95)
0.3 -3,941 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #96)
0.3 -2,575 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Unknown 0.00% 0.27%
Sold All 😨
(Was: #97)
0.3 -1,940 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MMYT
MAKEMYTRIP LIMI...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #98)
0.3 -9,141 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VLO
VALERO ENERGY C...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #99)
0.3 -4,978 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BIPC
BROOKFIELD INFR...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #100)
0.3 -20,523 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
Unknown 0.00% 0.26%
Sold All 😨
(Was: #101)
0.3 -14,547 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLBE
GLOBAL E ONLINE...
Unknown 0.00% 0.26%
Sold All 😨
(Was: #102)
0.3 -23,025 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DVN
DEVON ENERGY CO...
Unknown 0.00% 0.24%
Sold All 😨
(Was: #103)
0.3 -21,588 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTE
DTE ENERGY CO
Unknown 0.00% 0.24%
Sold All 😨
(Was: #104)
0.3 -5,305 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTAP
NETAPP INC
Unknown 0.00% 0.23%
Sold All 😨
(Was: #105)
0.3 -6,084 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SYY
SYSCO CORP
Unknown 0.00% 0.22%
Sold All 😨
(Was: #106)
0.3 -8,611 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKR
BAKER HUGHES CO...
Unknown 0.00% 0.22%
Sold All 😨
(Was: #107)
0.3 -14,391 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GMED
GLOBUS MED INC
Unknown 0.00% 0.22%
Sold All 😨
(Was: #108)
0.3 -12,223 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HMY
HARMONY GOLD MI...
Unknown 0.00% 0.21%
Sold All 😨
(Was: #109)
0.3 -37,002 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LGN
LEGENCE CORP
Unknown 0.00% 0.21%
Sold All 😨
(Was: #110)
0.3 -21,567 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STM
STMICROELECTRON...
Unknown 0.00% 0.20%
Sold All 😨
(Was: #111)
0.3 -22,133 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUE
NUCOR CORP
Unknown 0.00% 0.19%
Sold All 😨
(Was: #112)
0.3 -4,532 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RL
RALPH LAUREN CO...
Unknown 0.00% 0.19%
Sold All 😨
(Was: #113)
0.3 -1,931 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Unknown 0.00% 0.19%
Sold All 😨
(Was: #114)
0.3 -21,675 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVZ
INVESCO LTD
Unknown 0.00% 0.18%
Sold All 😨
(Was: #115)
0.3 -25,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTG
B2GOLD CORP
Unknown 0.00% 0.18%
Sold All 😨
(Was: #116)
0.3 -116,131 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALGM
ALLEGRO MICROSY...
Unknown 0.00% 0.18%
Sold All 😨
(Was: #117)
0.3 -19,463 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORLA
ORLA MNG LTD NE...
Unknown 0.00% 0.17%
Sold All 😨
(Was: #118)
0.3 -48,848 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STVN
STEVANATO GROUP...
Unknown 0.00% 0.17%
Sold All 😨
(Was: #119)
0.3 -20,431 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
ARISTA NETWORKS...
Unknown 0.00% 0.17%
Sold All 😨
(Was: #120)
0.3 -3,598 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTCH
MATCH GROUP INC...
Unknown 0.00% 0.17%
Sold All 😨
(Was: #121)
0.3 -14,784 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Unknown 0.00% 0.16%
Sold All 😨
(Was: #122)
0.3 -3,875 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Unknown 0.00% 0.16%
Sold All 😨
(Was: #123)
0.3 -8,305 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
L
LOEWS CORP
Unknown 0.00% 0.15%
Sold All 😨
(Was: #124)
0.3 -4,813 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BEPC
BROOKFIELD RENE...
Unknown 0.00% 0.15%
Sold All 😨
(Was: #125)
0.3 -13,463 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VAC
MARRIOTT VACATI...
Unknown 0.00% 0.13%
Sold All 😨
(Was: #126)
0.3 -6,279 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNF
FIDELITY NATION...
Unknown 0.00% 0.13%
Sold All 😨
(Was: #127)
0.3 -6,856 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSA
MSA SAFETY INC
Unknown 0.00% 0.13%
Sold All 😨
(Was: #128)
0.3 -2,387 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPW
MEDICAL PPTYS T...
Unknown 0.00% 0.12%
Sold All 😨
(Was: #129)
0.3 -76,428 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HONE
HARBORONE BANCO...
Unknown 0.00% 0.12%
Sold All 😨
(Was: #130)
0.3 -28,298 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QBTS
D-WAVE QUANTUM ...
Unknown 0.00% 0.12%
Sold All 😨
(Was: #131)
0.3 -15,547 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DRD
DRDGOLD LIMITED
Unknown 0.00% 0.12%
Sold All 😨
(Was: #132)
0.3 -13,830 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Unknown 0.00% 0.12%
Sold All 😨
(Was: #133)
0.3 -2,329 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FCN
FTI CONSULTING ...
Unknown 0.00% 0.12%
Sold All 😨
(Was: #134)
0.3 -2,258 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIK
VIKING HOLDINGS...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #135)
0.3 -5,814 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HLNE
HAMILTON LANE I...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #136)
0.3 -2,582 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTWO
TAKE-TWO INTERA...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #137)
0.3 -1,332 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MIAX
MIAMI INTL HLDG...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #138)
0.3 -8,507 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URBN
URBAN OUTFITTER...
Unknown 0.00% 0.10%
Sold All 😨
(Was: #139)
0.3 -4,645 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIA
VIA TRANSN INC
Unknown 0.00% 0.10%
Sold All 😨
(Was: #140)
0.3 -6,684 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESNT
ESSENT GROUP LT...
Unknown 0.00% 0.10%
Sold All 😨
(Was: #141)
0.3 -5,018 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLD
TOPBUILD CORP
Unknown 0.00% 0.10%
Sold All 😨
(Was: #142)
0.3 -807 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENS
ENERSYS
Unknown 0.00% 0.10%
Sold All 😨
(Was: #143)
0.3 -2,719 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAMES HARDIE IN...
Unknown 0.00% 0.10%
Sold All 😨
(Was: #144)
0.3 -15,675 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SIG
SIGNET JEWELERS...
Unknown 0.00% 0.09%
Sold All 😨
(Was: #145)
0.3 -3,105 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCVX
VAXCYTE INC
Unknown 0.00% 0.09%
Sold All 😨
(Was: #146)
0.3 -7,846 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WPP
WPP PLC NEW
Unknown 0.00% 0.09%
Sold All 😨
(Was: #147)
0.3 -11,168 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMTM
AMENTUM HOLDING...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #148)
0.3 -10,879 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRCB
BLACK ROCK COFF...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #149)
0.3 -10,883 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Unknown 0.00% 0.08%
Sold All 😨
(Was: #150)
0.3 -783 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PSKY
PARAMOUNT SKYDA...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #151)
0.3 -12,364 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXPD
EXPEDITORS INTL...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #152)
0.3 -1,885 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #153)
0.3 -1,483 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRX
LB PHARMACEUTIC...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #154)
0.3 -14,225 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSEX
MIDDLESEX WTR C...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #155)
0.3 -4,086 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGHC
SUPER GROUP SGH...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #156)
0.3 -16,621 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBHT
HUNT J B TRANS ...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #157)
0.3 -1,625 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COLM
COLUMBIA SPORTS...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #158)
0.3 -4,102 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JAZZ
JAZZ PHARMACEUT...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #159)
0.3 -1,609 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDCC
INTERDIGITAL IN...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #160)
0.3 -604 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNIT
UNITI GROUP LLC
Unknown 0.00% 0.06%
Sold All 😨
(Was: #161)
0.3 -33,130 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLB
CORE LABORATORI...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #162)
0.3 -15,560 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTRS
VIATRIS INC
Unknown 0.00% 0.06%
Sold All 😨
(Was: #163)
0.3 -17,858 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XNCR
XENCOR INC
Unknown 0.00% 0.05%
Sold All 😨
(Was: #164)
0.3 -13,094 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAL
AMERICAN AIRLS ...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #165)
0.3 -12,873 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MYGN
MYRIAD GENETICS...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #166)
0.3 -19,113 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DVAX
DYNAVAX TECHNOL...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #167)
0.3 -12,338 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVNS
AVANOS MED INC
Unknown 0.00% 0.04%
Sold All 😨
(Was: #168)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBTG
GLOBAL BUSINESS...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #169)
0.3 -13,683 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SABR
SABRE CORP
Unknown 0.00% 0.03%
Sold All 😨
(Was: #170)
0.3 -47,821 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #171)
0.3 -10,546 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DNUT
KRISPY KREME IN...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #172)
0.3 -17,022 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRVI
MARAVAI LIFESCI...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #173)
0.3 -10,727 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 189 holdings

Unlock Full Quantessence Capital LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics