HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 XP INC |
318,542 | +318,542 | $8,304 |
| XP | 318,542 | +318,542 | $8,304 |
| CONSTELLATION BRANDS INC |
32,175 | +29,462 | $7,778 |
| STZ | 32,175 | +29,462 | $7,778 |
| KOHLS CORP |
261,113 | +51,074 | $7,489 |
| KSS | 261,113 | +51,074 | $7,489 |
| NU HLDGS LTD |
894,049 | +832,270 | $7,447 |
| NU | 894,049 | +832,270 | $7,447 |
| UNITY SOFTWARE INC |
180,844 | +82,796 | $7,395 |
| U | 180,844 | +82,796 | $7,395 |
| LYFT INC |
488,366 | +476,160 | $7,321 |
| LYFT | 488,366 | +476,160 | $7,321 |
| PALO ALTO NETWORKS INC |
24,589 | +15,730 | $7,251 |
| PANW | 24,589 | +15,730 | $7,251 |
| INFOSYS LTD |
384,935 | +274,588 | $7,075 |
| INFY | 384,935 | +274,588 | $7,075 |
| AUTOMATIC DATA PROCESSING IN |
30,132 | +29,122 | $7,020 |
| ADP | 30,132 | +29,122 | $7,020 |
| PARAMOUNT GLOBAL |
470,519 | +294,019 | $6,959 |
| PARA | 470,519 | +294,019 | $6,959 |
| BRISTOL MYERS SQUIBB CO |
134,432 | +80,225 | $6,898 |
| BMY | 134,432 | +80,225 | $6,898 |
| NOVO NORDISK A S |
66,591 | +66,591 | $6,889 |
| NVO | 66,591 | +66,591 | $6,889 |
| ELI LILLY & CO |
11,817 | +11,817 | $6,888 |
| LLY | 11,817 | +11,817 | $6,888 |
| APPLE INC |
35,584 | +10,813 | $6,851 |
| AAPL | 35,584 | +10,813 | $6,851 |
| HERSHEY CO |
36,641 | +21,413 | $6,831 |
| HSY | 36,641 | +21,413 | $6,831 |
| VISA INC |
26,197 | +12,975 | $6,820 |
| V | 26,197 | +12,975 | $6,820 |
| INTUITIVE SURGICAL INC |
20,013 | -16,358 | $6,752 |
| ISRG | 20,013 | -16,358 | $6,752 |
| FLEX LTD |
217,810 | +217,810 | $6,634 |
| FLEX | 217,810 | +217,810 | $6,634 |
| SPOTIFY TECHNOLOGY S A |
35,267 | +16,226 | $6,627 |
| SPOT | 35,267 | +16,226 | $6,627 |
| ARCHER DANIELS MIDLAND CO |
91,743 | +91,743 | $6,626 |
| ADM | 91,743 | +91,743 | $6,626 |
| NEXTERA ENERGY INC |
107,190 | -42,302 | $6,511 |
| NEE | 107,190 | -42,302 | $6,511 |
| CLEVELAND CLIFFS INC NEW |
318,547 | +318,547 | $6,505 |
| CLF | 318,547 | +318,547 | $6,505 |
| BEST BUY INC |
82,258 | +33,962 | $6,439 |
| BBY | 82,258 | +33,962 | $6,439 |
| OCCIDENTAL PETE CORP |
106,337 | +98,774 | $6,349 |
| OXY | 106,337 | +98,774 | $6,349 |
| ROKU INC |
68,762 | +45,171 | $6,303 |
| ROKU | 68,762 | +45,171 | $6,303 |
| TECHNIPFMC PLC |
307,805 | +247,744 | $6,199 |
| FTI | 307,805 | +247,744 | $6,199 |
| DOCUSIGN INC |
103,812 | -118,920 | $6,172 |
| DOCU | 103,812 | -118,920 | $6,172 |
| NORDSTROM INC |
332,121 | +332,121 | $6,128 |
| JWN | 332,121 | +332,121 | $6,128 |
| EQUITABLE HLDGS INC |
180,790 | +180,790 | $6,020 |
| EQH | 180,790 | +180,790 | $6,020 |
| CENCORA INC |
33,327 | +21,127 | $5,998 |
| ABC | 33,327 | +21,127 | $5,998 |
| ALCOA CORP |
175,899 | +166,009 | $5,981 |
| AA | 175,899 | +166,009 | $5,981 |
| WEST PHARMACEUTICAL SVSC INC |
16,449 | +15,125 | $5,792 |
| WST | 16,449 | +15,125 | $5,792 |
| BOSTON SCIENTIFIC CORP |
99,136 | +99,136 | $5,731 |
| BSX | 99,136 | +99,136 | $5,731 |
| TJX COS INC NEW |
60,885 | -543 | $5,712 |
| TJX | 60,885 | -543 | $5,712 |
| SPIRIT AEROSYSTEMS HLDGS INC |
179,182 | +179,182 | $5,694 |
| SPR | 179,182 | +179,182 | $5,694 |
| PENN ENTERTAINMENT INC |
213,019 | +103,937 | $5,543 |
| PENN | 213,019 | +103,937 | $5,543 |
| PAYCOM SOFTWARE INC |
26,791 | +21,856 | $5,538 |
| PAYC | 26,791 | +21,856 | $5,538 |
| WOLFSPEED INC |
125,279 | +26,953 | $5,451 |
| WOLF | 125,279 | +26,953 | $5,451 |
| NORWEGIAN CRUISE LINE HLDG L |
263,606 | +73,401 | $5,283 |
| NCLH | 263,606 | +73,401 | $5,283 |
| PINTEREST INC |
142,040 | +108,657 | $5,261 |
| PINS | 142,040 | +108,657 | $5,261 |
| CYTOKINETICS INC |
62,229 | +62,229 | $5,195 |
| CYTK | 62,229 | +62,229 | $5,195 |
| THE CIGNA GROUP |
16,964 | +16,964 | $5,080 |
| CI | 16,964 | +16,964 | $5,080 |
| UIPATH INC |
196,571 | +121,470 | $4,883 |
| PATH | 196,571 | +121,470 | $4,883 |
| WALGREENS BOOTS ALLIANCE INC |
181,531 | +76,727 | $4,740 |
| WBA | 181,531 | +76,727 | $4,740 |
| GOLD FIELDS LTD |
305,702 | +290,543 | $4,420 |
| GFI | 305,702 | +290,543 | $4,420 |
| WABTEC |
34,515 | +24,410 | $4,380 |
| WAB | 34,515 | +24,410 | $4,380 |
| SAMSARA INC |
126,586 | +126,586 | $4,225 |
| IOT | 126,586 | +126,586 | $4,225 |
| IMMUNOVANT INC |
98,606 | +53,200 | $4,154 |
| IMVT | 98,606 | +53,200 | $4,154 |
| MASTERCARD INCORPORATED |
9,615 | +9,615 | $4,101 |
| MA | 9,615 | +9,615 | $4,101 |
| REGENERON PHARMACEUTICALS |
4,557 | +3,582 | $4,002 |
| REGN | 4,557 | +3,582 | $4,002 |
See Full List: All Stocks Held By Seven Eight Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Seven Eight Capital LP
|
Size ($ in 1000's)
At 12/31/2023: $863,369 At 09/30/2023: $855,316 Seven Eight Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Seven Eight Capital LP 13F filings. Link to 13F filings: SEC filings |
