HoldingsChannel.com
PDT Partners LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
FERRARI N V 173,463 -41,255 $29,599
     RACE173,463-41,255$29,599
COGNEX CORP 264,900 -169,303 $15,820
     CGNX264,900-169,303$15,820
AVALARA INC 111,801 -800 $14,880
     AVLR111,801-800$14,880
BLOOM ENERGY CORP 1,307,851 +1,189,288 $14,229
     BE1,307,851+1,189,288$14,229
ZENDESK INC 119,997 +119,997 $10,623
     ZEN119,997+119,997$10,623
BRIGHT HORIZONS FAM SOL IN D 87,722 +76,001 $10,281
     BFAM87,722+76,001$10,281
CME GROUP INC 60,000 UNCH $9,752
     CME60,000UNCH$9,752
WORKDAY INC 50,600 -5,932 $9,480
     WDAY50,600-5,932$9,480
ELASTIC N V 101,211 +88,382 $9,333
     ESTC101,211+88,382$9,333
APPLE INC 25,521 -9,923 $9,310
     AAPL25,521-9,923$9,310
RESMED INC 47,809 -16,209 $9,179
     RMD47,809-16,209$9,179
LILLY ELI & CO 55,600 +55,600 $9,128
     LLY55,600+55,600$9,128
NETAPP INC 205,243 +205,243 $9,107
     NTAP205,243+205,243$9,107
LOGITECH INTL S A 138,177 -18 $9,028
     LOGI138,177-18$9,028
TERADYNE INC 106,802 -50,508 $9,026
     TER106,802-50,508$9,026
D R HORTON INC 162,315 -12,603 $9,000
     DHI162,315-12,603$9,000
FASTENAL CO 208,200 -48,289 $8,919
     FAST208,200-48,289$8,919
IDEXX LABS INC 27,000 +27,000 $8,914
     IDXX27,000+27,000$8,914
CINTAS CORP 32,929 +32,929 $8,771
     CTAS32,929+32,929$8,771
APPLIED MATLS INC 143,729 +143,729 $8,688
     AMAT143,729+143,729$8,688
INSULET CORP 44,306 -11,031 $8,607
     PODD44,306-11,031$8,607
ELECTRONIC ARTS INC 65,110 -21,823 $8,598
     EA65,110-21,823$8,598
MARKETAXESS HLDGS INC 17,118 +14,488 $8,575
     MKTX17,118+14,488$8,575
LOWES COS INC 63,315 -14,891 $8,555
     LOW63,315-14,891$8,555
LAM RESEARCH CORP 26,403 -4,197 $8,540
     LRCX26,403-4,197$8,540
TESLA INC 7,909 +7,007 $8,540
     TSLA7,909+7,007$8,540
PROOFPOINT INC 76,724 +4,619 $8,526
     PFPT76,724+4,619$8,526
WINGSTOP INC 60,915 -1,885 $8,465
     WING60,915-1,885$8,465
COUPA SOFTWARE INC 30,401 +27,944 $8,422
     COUP30,401+27,944$8,422
CHEGG INC 124,659 +110,659 $8,385
     CHGG124,659+110,659$8,385
AXON ENTERPRISE INC 84,900 -42,800 $8,331
     AAXN84,900-42,800$8,331
REGENERON PHARMACEUTICALS 13,304 -17,096 $8,297
     REGN13,304-17,096$8,297
VERTEX PHARMACEUTICALS INC 28,500 +28,500 $8,274
     VRTX28,500+28,500$8,274
VISA INC 42,509 -11,604 $8,211
     V42,509-11,604$8,211
EXPEDITORS INTL WASH INC 107,518 -19,688 $8,176
     EXPD107,518-19,688$8,176
ZOETIS INC 59,536 -7,895 $8,159
     ZTS59,536-7,895$8,159
MASTERCARD INCORPORATED 27,302 -8,003 $8,073
     MA27,302-8,003$8,073
SHERWIN WILLIAMS CO 13,914 -4,809 $8,040
     SHW13,914-4,809$8,040
TRANSUNION 92,207 -24,608 $8,026
     TRU92,207-24,608$8,026
NEW RELIC INC 116,400 -71,163 $8,020
     NEWR116,400-71,163$8,020
REPLIGEN CORP 64,721 +6,789 $8,000
     RGEN64,721+6,789$8,000
MONSTER BEVERAGE CORP NEW 114,831 -51,069 $7,960
     MNST114,831-51,069$7,960
LENNOX INTL INC 34,117 +34,117 $7,949
     LII34,117+34,117$7,949
BROOKFIELD ASSET MGMT INC 241,562 +80,562 $7,947
     BAM241,562+80,562$7,947
MERCK & CO. INC 102,608 +3,202 $7,935
     MRK102,608+3,202$7,935
GENPACT LIMITED 217,256 +217,256 $7,934
     G217,256+217,256$7,934
GUARDANT HEALTH INC 97,700 +97,700 $7,926
     GH97,700+97,700$7,926
CONSTELLATION BRANDS INC 45,210 -5,603 $7,909
     STZ45,210-5,603$7,909
SEATTLE GENETICS INC 46,500 +46,500 $7,901
     SGEN46,500+46,500$7,901
SVB FINANCIAL GROUP 36,600 -23,210 $7,888
     SIVB36,600-23,210$7,888

See Full List: All Stocks Held By PDT Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By PDT Partners LLC

Size ($ in 1000's)
At 06/30/2020: $1,469,727
At 03/31/2020: $1,262,957

PDT Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PDT Partners LLC 13F filings. Link to 13F filings: SEC filings

PDT Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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