HoldingsChannel.com
Peconic Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Peconic Partners LLC top holdings by largest position size, as per the latest 13f filing made by Peconic Partners LLC. In the Peconic Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Peconic Partners LLC in that top holding, then the share count change between reporting periods, and finally the Peconic Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
QUANTA SCVS INC 5,465,711 +5,000 $685,072
     PWR5,465,711+5,000$685,072
WESCO INTL INC 2,243,736 +253,200 $240,304
     WCC2,243,736+253,200$240,304
DYCOM INDS INC 2,282,037 +364,050 $212,321
     DY2,282,037+364,050$212,321
SBA COMMUNICATIONS CORP NEW 72,609 UNCH $23,239
     SBAC72,609UNCH$23,239
KINDER MORGAN INC DEL 1,000,000 +850,000 $16,760
     KMI1,000,000+850,000$16,760
BAIDU INC 90,000 +90,000 $13,386
     BIDU90,000+90,000$13,386
ETF SER SOLUTIONS (JETS) 800,000 +800,000 $13,200
     JETS800,000+800,000$13,200
ENERGY TRANSFER L P 1,300,000 +1,000,000 $12,974
     ET1,300,000+1,000,000$12,974
VEEVA SYS INC 57,500 +57,500 $11,387
     VEEV57,500+57,500$11,387
SERVICENOW INC 20,000 +20,000 $9,510
     NOW20,000+20,000$9,510
WILLIAMS COS INC 300,000 +150,000 $9,363
     WMB300,000+150,000$9,363
SPLUNK INC 90,000 +90,000 $7,961
     SPLK90,000+90,000$7,961
ISHARES TR (IBB) 67,500 +60,000 $7,940
     IBB67,500+60,000$7,940
EQUITRANS MIDSTREAM CORP 1,150,000 +800,000 $7,314
     ETRN1,150,000+800,000$7,314
NETFLIX INC 40,000 +40,000 $6,995
     NFLX40,000+40,000$6,995
PROSHARES TR (TBT) 250,000 UNCH $6,538
     TBT250,000UNCH$6,538
DYNATRACE INC 156,070 +156,070 $6,155
     DT156,070+156,070$6,155
PENN NATL GAMING INC 200,000 +200,000 $6,084
     PENN200,000+200,000$6,084
DIAMONDBACK ENERGY INC 50,000 +20,000 $6,058
     FANG50,000+20,000$6,058
ELASTIC N V 82,545 +82,545 $5,586
     ESTC82,545+82,545$5,586
SPDR SER TR (XBI) 60,000 +60,000 $4,456
     XBI60,000+60,000$4,456
DELTA AIR LINES INC DEL 150,000 +150,000 $4,346
     DAL150,000+150,000$4,346
SOUTHWEST AIRLS CO 120,000 +120,000 $4,334
     LUV120,000+120,000$4,334
AMAZON COM INC 40,000 +40,000 $4,248
     AMZN40,000+40,000$4,248
BUMBLE INC 148,500 +148,500 $4,180
     BMBL148,500+148,500$4,180
CAESARS ENTERTAINMENT INC NE 100,000 +100,000 $3,830
     COM100,000+100,000$3,830
AMERICAN AIRLS GROUP INC 300,000 +300,000 $3,804
     AAL300,000+300,000$3,804
ZOOM VIDEO COMMUNICATIONS IN 30,000 +30,000 $3,239
     ZM30,000+30,000$3,239
META PLATFORMS INC 20,000 +20,000 $3,225
     FB20,000+20,000$3,225
TC ENERGY CORP 60,000 +30,000 $3,109
     TRP60,000+30,000$3,109
ARCH RESOURCES INC 15,000 UNCH $2,146
     ARCH15,000UNCH$2,146
ENBRIDGE INC 50,000 +40,000 $2,113
     ENB50,000+40,000$2,113
CHESAPEAKE ENERGY CORP 25,000 +25,000 $2,028
     CHK25,000+25,000$2,028
TECK RESOURCES LTD 60,000 -350,000 $1,834
     TECK60,000-350,000$1,834
NXP SEMICONDUCTORS N V 10,000 -5,000 $1,480
     NXPI10,000-5,000$1,480
ENTERPRISE PRODS PARTNERS L 40,000 UNCH $975
     EPD40,000UNCH$975
AT&T INC 40,000 +10,000 $838
     T40,000+10,000$838
FLEX LNG LTD 30,000 +20,000 $822
     FLNG30,000+20,000$822
NEXTERA ENERGY PARTNERS LP 10,000 UNCH $742
     NEP10,000UNCH$742
CROWN CASTLE INTL CORP NEW 4,126 UNCH $695
     CCI4,126UNCH$695
SPDR SER TR (XOP) 5,000 -10,000 $597
     XOP5,000-10,000$597
NEXTERA ENERGY INC 5,200 UNCH $403
     NEE5,200UNCH$403
GENERAL MTRS CO 10,000 UNCH $318
     GM10,000UNCH$318
APPLE INC 2,200 UNCH $301
     AAPL2,200UNCH$301
EQUINIX INC 330 UNCH $217
     EQIX330UNCH$217
IDEXX LABS INC 440 UNCH $154
     IDXX440UNCH$154
ISHARES TR (ITA) 1,500 UNCH $149
     ITA1,500UNCH$149
EOG RES INC 1,200 UNCH $133
     EOG1,200UNCH$133
WARNER BROS DISCOVERY INC 9,676 +9,676 $130
     WBDWV9,676+9,676$130
ZOETIS INC 550 UNCH $95
     ZTS550UNCH$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

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

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