Qsemble Capital Management, LP Purchases in Q2 2025

Qsemble Capital Management, LP

  • $1.04 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AER
Aer Cap Holdings N.V.

Industrials
33.6K
+ 66.15%
$88.97 - $117.24 $2.99M - $3.94M
84.4K $9.87B
CAH
Cardinal Health Inc

Healthcare
26.5K
+ 501.86%
$125.0 - $168.0 $3.31M - $4.45M
31.7K $5.33B
ALLY
Ally Financial Inc.

Financial Services
116K
New
$30.09 - $38.95 $3.49M - $4.51M
116K $4.51B
TSN
Tyson Foods, Inc.

Consumer Defensive
81.7K
+ 477.52%
$54.33 - $63.56 $4.44M - $5.2M
98.9K $5.53B
CSGP
Costar Group, Inc.

Real Estate
54.2K
New
$72.62 - $83.22 $3.94M - $4.51M
54.2K $4.36B
RPM
Rpm International Inc

Basic Materials
37.8K
+ 2114.61%
$96.97 - $117.58 $3.66M - $4.44M
39.6K $4.35B
CDNS
Cadence Design Systems Inc

Technology
13.3K
New
$231.64 - $323.08 $3.08M - $4.29M
13.3K $4.1B
QCOM
Qualcomm Inc

Technology
25.4K
New
$124.66 - $159.48 $3.16M - $4.05M
25.4K $4.04B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
59.6K
New
$60.03 - $72.0 $3.58M - $4.29M
59.6K $3.95B
GFS
Globalfoundries Inc.

Technology
103K
New
$30.37 - $40.03 $3.14M - $4.14M
103K $3.95B
RHI
Robert Half International Inc.

Industrials
108K
+ 247.93%
$40.31 - $54.71 $4.36M - $5.91M
152K $6.23B
EQT
Eqt Corp

Energy
60.8K
+ 103.91%
$46.11 - $60.44 $2.8M - $3.67M
119K $6.96B
OTIS
Otis Worldwide Corp

Industrials
39K
+ 264.29%
$90.88 - $104.3 $3.54M - $4.06M
53.7K $5.32B
SEE
Sealed Air Corp

Consumer Cyclical
119K
New
$23.93 - $32.95 $2.85M - $3.93M
119K $3.7B
JBL
Jabil Inc

Technology
16.6K
New
$116.88 - $218.1 $1.94M - $3.63M
16.6K $3.63B
CTAS
Cintas Corp

Industrials
14.6K
+ 71.01%
$190.11 - $227.66 $2.77M - $3.32M
35.1K $7.83B
Barrick Mng Corp
171K
New
N/A
171K $3.56B
NDAQ
Nasdaq, Inc.

Financial Services
33.5K
+ 81.12%
$66.4 - $89.42 $2.22M - $3M
74.8K $6.69B
ED
Consolidated Edison Inc

Utilities
34.9K
New
$98.05 - $113.3 $3.43M - $3.96M
34.9K $3.51B
USB
Us Bancorp \De\

Financial Services
66.5K
+ 41.58%
$36.4 - $45.76 $2.42M - $3.04M
226K $10.2B
HIG
Hartford Financial Services Group, Inc.

Financial Services
26K
New
$109.83 - $131.67 $2.86M - $3.42M
26K $3.3B
Birkenstock Holding PLC
65.8K
New
N/A
65.8K $3.23B
Ge Vernova Inc
5.92K
New
N/A
5.92K $3.13B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
67K
New
$41.37 - $53.28 $2.77M - $3.57M
67K $3B
AJG
Arthur J. Gallagher & Co.

Financial Services
9.18K
New
$310.86 - $348.77 $2.85M - $3.2M
9.18K $2.94B
GWRE
Guidewire Software, Inc.

Technology
11.9K
+ 483.03%
$172.73 - $257.37 $2.06M - $3.07M
14.4K $3.39B
SNX
Td Synnex Corp

Technology
21.4K
New
$95.81 - $137.79 $2.05M - $2.95M
21.4K $2.91B
LHX
L3 Harris Technologies, Inc.

Industrials
11.5K
New
$200.21 - $256.99 $2.3M - $2.95M
11.5K $2.88B
Lam Research Corp
29.5K
New
N/A
29.5K $2.87B
IOT
Samsara Inc.

Technology
72K
New
$33.46 - $47.74 $2.41M - $3.44M
72K $2.86B
DE
Deere & CO

Industrials
5.53K
New
$412.99 - $531.48 $2.28M - $2.94M
5.53K $2.81B
BBY
Best Buy CO Inc

Consumer Cyclical
41.3K
New
$56.17 - $75.73 $2.32M - $3.13M
41.3K $2.77B
Linde PLC
5.79K
New
N/A
5.79K $2.72B
SBUX
Starbucks Corp

Consumer Cyclical
28.9K
New
$79.69 - $99.41 $2.3M - $2.87M
28.9K $2.65B
Bunge Global Sa
32.1K
New
N/A
32.1K $2.58B
INTC
Intel Corp

Technology
115K
New
$18.13 - $22.69 $2.08M - $2.61M
115K $2.58B
CBRE
Cbre Group, Inc.

Real Estate
18.4K
New
$113.94 - $140.12 $2.09M - $2.57M
18.4K $2.57B
MRVL
Marvell Technology, Inc.

Technology
26.4K
+ 83.51%
$49.38 - $79.97 $1.3M - $2.11M
58K $4.49B
JNJ
Johnson & Johnson

Healthcare
17K
+ 371.59%
$146.36 - $159.82 $2.49M - $2.72M
21.6K $3.29B
BK
Bank Of New York Mellon Corp

Financial Services
20.6K
+ 24.04%
$73.31 - $91.62 $1.51M - $1.89M
107K $9.71B
OC
Owens Corning

Industrials
17.2K
New
$126.32 - $147.75 $2.18M - $2.55M
17.2K $2.37B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
81K
New
$19.5 - $30.4 $1.58M - $2.46M
81K $2.37B
UBER
Uber Technologies, Inc

Technology
25.3K
New
$64.62 - $93.3 $1.63M - $2.36M
25.3K $2.36B
STLA
Stellantis N.V.

Consumer Cyclical
232K
New
$8.53 - $11.27 $1.98M - $2.62M
232K $2.33B
Tko Group Holdings Inc
12.7K
New
N/A
12.7K $2.3B
JCI
Johnson Controls International PLC

Industrials
14.3K
+ 47.32%
$71.14 - $105.62 $1.02M - $1.52M
44.7K $4.72B
APG
A Pi Group Corp

Industrials
44.8K
New
$32.2 - $51.23 $1.44M - $2.29M
44.8K $2.28B
RPRX
Royalty Pharma PLC

Healthcare
61.3K
+ 523.59%
$30.85 - $36.14 $1.89M - $2.21M
73K $2.63B
GM
General Motors CO

Consumer Cyclical
45.5K
+ 425.77%
$42.48 - $50.46 $1.93M - $2.3M
56.2K $2.76B
Activity Summary
Buys All Purchases 312 New Holdings 210 Increased Positions 102 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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