HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 QUANTA SCVS INC |
5,465,711 | +5,000 | $685,072 |
| PWR | 5,465,711 | +5,000 | $685,072 |
| WESCO INTL INC |
2,243,736 | +253,200 | $240,304 |
| WCC | 2,243,736 | +253,200 | $240,304 |
| DYCOM INDS INC |
2,282,037 | +364,050 | $212,321 |
| DY | 2,282,037 | +364,050 | $212,321 |
| SBA COMMUNICATIONS CORP NEW |
72,609 | UNCH | $23,239 |
| SBAC | 72,609 | UNCH | $23,239 |
| KINDER MORGAN INC DEL |
1,000,000 | +850,000 | $16,760 |
| KMI | 1,000,000 | +850,000 | $16,760 |
| BAIDU INC |
90,000 | +90,000 | $13,386 |
| BIDU | 90,000 | +90,000 | $13,386 |
| ETF SER SOLUTIONS (JETS) |
800,000 | +800,000 | $13,200 |
| JETS | 800,000 | +800,000 | $13,200 |
| ENERGY TRANSFER L P |
1,300,000 | +1,000,000 | $12,974 |
| ET | 1,300,000 | +1,000,000 | $12,974 |
| VEEVA SYS INC |
57,500 | +57,500 | $11,387 |
| VEEV | 57,500 | +57,500 | $11,387 |
| SERVICENOW INC |
20,000 | +20,000 | $9,510 |
| NOW | 20,000 | +20,000 | $9,510 |
| WILLIAMS COS INC |
300,000 | +150,000 | $9,363 |
| WMB | 300,000 | +150,000 | $9,363 |
| SPLUNK INC |
90,000 | +90,000 | $7,961 |
| SPLK | 90,000 | +90,000 | $7,961 |
| ISHARES TR (IBB) |
67,500 | +60,000 | $7,940 |
| IBB | 67,500 | +60,000 | $7,940 |
| EQUITRANS MIDSTREAM CORP |
1,150,000 | +800,000 | $7,314 |
| ETRN | 1,150,000 | +800,000 | $7,314 |
| NETFLIX INC |
40,000 | +40,000 | $6,995 |
| NFLX | 40,000 | +40,000 | $6,995 |
| PROSHARES TR (TBT) |
250,000 | UNCH | $6,538 |
| TBT | 250,000 | UNCH | $6,538 |
| DYNATRACE INC |
156,070 | +156,070 | $6,155 |
| DT | 156,070 | +156,070 | $6,155 |
| PENN NATL GAMING INC |
200,000 | +200,000 | $6,084 |
| PENN | 200,000 | +200,000 | $6,084 |
| DIAMONDBACK ENERGY INC |
50,000 | +20,000 | $6,058 |
| FANG | 50,000 | +20,000 | $6,058 |
| ELASTIC N V |
82,545 | +82,545 | $5,586 |
| ESTC | 82,545 | +82,545 | $5,586 |
| SPDR SER TR (XBI) |
60,000 | +60,000 | $4,456 |
| XBI | 60,000 | +60,000 | $4,456 |
| DELTA AIR LINES INC DEL |
150,000 | +150,000 | $4,346 |
| DAL | 150,000 | +150,000 | $4,346 |
| SOUTHWEST AIRLS CO |
120,000 | +120,000 | $4,334 |
| LUV | 120,000 | +120,000 | $4,334 |
| AMAZON COM INC |
40,000 | +40,000 | $4,248 |
| AMZN | 40,000 | +40,000 | $4,248 |
| BUMBLE INC |
148,500 | +148,500 | $4,180 |
| BMBL | 148,500 | +148,500 | $4,180 |
| CAESARS ENTERTAINMENT INC NE |
100,000 | +100,000 | $3,830 |
| COM | 100,000 | +100,000 | $3,830 |
| AMERICAN AIRLS GROUP INC |
300,000 | +300,000 | $3,804 |
| AAL | 300,000 | +300,000 | $3,804 |
| ZOOM VIDEO COMMUNICATIONS IN |
30,000 | +30,000 | $3,239 |
| ZM | 30,000 | +30,000 | $3,239 |
| META PLATFORMS INC |
20,000 | +20,000 | $3,225 |
| FB | 20,000 | +20,000 | $3,225 |
| TC ENERGY CORP |
60,000 | +30,000 | $3,109 |
| TRP | 60,000 | +30,000 | $3,109 |
| ARCH RESOURCES INC |
15,000 | UNCH | $2,146 |
| ARCH | 15,000 | UNCH | $2,146 |
| ENBRIDGE INC |
50,000 | +40,000 | $2,113 |
| ENB | 50,000 | +40,000 | $2,113 |
| CHESAPEAKE ENERGY CORP |
25,000 | +25,000 | $2,028 |
| CHK | 25,000 | +25,000 | $2,028 |
| TECK RESOURCES LTD |
60,000 | -350,000 | $1,834 |
| TECK | 60,000 | -350,000 | $1,834 |
| NXP SEMICONDUCTORS N V |
10,000 | -5,000 | $1,480 |
| NXPI | 10,000 | -5,000 | $1,480 |
| ENTERPRISE PRODS PARTNERS L |
40,000 | UNCH | $975 |
| EPD | 40,000 | UNCH | $975 |
| AT&T INC |
40,000 | +10,000 | $838 |
| T | 40,000 | +10,000 | $838 |
| FLEX LNG LTD |
30,000 | +20,000 | $822 |
| FLNG | 30,000 | +20,000 | $822 |
| NEXTERA ENERGY PARTNERS LP |
10,000 | UNCH | $742 |
| NEP | 10,000 | UNCH | $742 |
| CROWN CASTLE INTL CORP NEW |
4,126 | UNCH | $695 |
| CCI | 4,126 | UNCH | $695 |
| SPDR SER TR (XOP) |
5,000 | -10,000 | $597 |
| XOP | 5,000 | -10,000 | $597 |
| NEXTERA ENERGY INC |
5,200 | UNCH | $403 |
| NEE | 5,200 | UNCH | $403 |
| GENERAL MTRS CO |
10,000 | UNCH | $318 |
| GM | 10,000 | UNCH | $318 |
| APPLE INC |
2,200 | UNCH | $301 |
| AAPL | 2,200 | UNCH | $301 |
| EQUINIX INC |
330 | UNCH | $217 |
| EQIX | 330 | UNCH | $217 |
| IDEXX LABS INC |
440 | UNCH | $154 |
| IDXX | 440 | UNCH | $154 |
| ISHARES TR (ITA) |
1,500 | UNCH | $149 |
| ITA | 1,500 | UNCH | $149 |
| EOG RES INC |
1,200 | UNCH | $133 |
| EOG | 1,200 | UNCH | $133 |
| WARNER BROS DISCOVERY INC |
9,676 | +9,676 | $130 |
| WBDWV | 9,676 | +9,676 | $130 |
| ZOETIS INC |
550 | UNCH | $95 |
| ZTS | 550 | UNCH | $95 |
See Full List: All Stocks Held By Peconic Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peconic Partners LLC
|
Size ($ in 1000's)
At 06/30/2022: $1,363,514 At 03/31/2022: $1,305,323 Peconic Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peconic Partners LLC 13F filings. Link to 13F filings: SEC filings |
