Qsemble Capital Management, LP Incresed Positions in Q2 2025

Qsemble Capital Management, LP

  • $1.04 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
53.4K
+ 1996.41%
$174.64 - $205.16 $9.33M - $11M
56.1K $11.1B
AMZN
Amazon Com Inc

Consumer Cyclical
39.7K
+ 727.72%
$167.32 - $223.3 $6.64M - $8.86M
45.1K $9.9B
ROST
Ross Stores, Inc.

Consumer Cyclical
65.4K
+ 1996.79%
$126.62 - $154.26 $8.28M - $10.1M
68.6K $8.76B
MCD
Mcdonalds Corp

Consumer Cyclical
28.8K
+ 496.6%
$285.55 - $321.23 $8.22M - $9.25M
34.6K $10.1B
TT
Trane Technologies PLC

Industrials
18.4K
+ 769.36%
$315.21 - $437.41 $5.8M - $8.05M
20.8K $9.1B
OVV
Ovintiv Inc.

Energy
216K
+ 2536.81%
$31.18 - $44.14 $6.74M - $9.54M
225K $8.54B
C
Citigroup Inc

Financial Services
85.1K
+ 181.37%
$58.13 - $85.12 $4.95M - $7.25M
132K $11.2B
CNC
Centene Corp

Healthcare
148K
+ 234.16%
$53.4 - $64.29 $7.91M - $9.52M
211K $11.5B
CRH.L
Crh PLC

Basic Materials
77.7K
+ 195.73%
N/A
117K $10.8B
ZTS
Zoetis Inc.

Healthcare
44.5K
+ 774.56%
$144.41 - $170.3 $6.43M - $7.58M
50.3K $7.84B
LMT
Lockheed Martin Corp

Industrials
13.7K
+ 1255.65%
$430.82 - $486.45 $5.89M - $6.65M
14.8K $6.84B
GOOGL
Alphabet Inc.

Communication Services
31.2K
+ 680.1%
$144.7 - $178.6 $4.51M - $5.57M
35.8K $6.31B
MOS
Mosaic CO

Basic Materials
116K
+ 95.14%
$22.76 - $36.95 $2.64M - $4.28M
238K $8.67B
PRU
Prudential Financial Inc

Financial Services
48.9K
+ 1300.64%
$95.12 - $112.71 $4.65M - $5.51M
52.7K $5.66B
KO
Coca Cola CO

Consumer Defensive
74.7K
+ 91.24%
$68.37 - $73.9 $5.1M - $5.52M
156K $11.1B
FTV
Fortive Corp

Technology
114K
+ 288.25%
$52.13 - $74.29 $5.95M - $8.48M
154K $8.01B
MGM
Mgm Resorts International

Consumer Cyclical
142K
+ 1593.44%
$25.79 - $34.95 $3.65M - $4.95M
150K $5.17B
ESTC
Elastic N.V.

Technology
57.3K
+ 1785.01%
$73.36 - $94.17 $4.2M - $5.39M
60.5K $5.1B
Atlassian Corporation
24.8K
+ 101.39%
N/A
49.2K $10B
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
TSN
Tyson Foods, Inc.

Consumer Defensive
81.7K
+ 477.52%
$54.33 - $63.56 $4.44M - $5.2M
98.9K $5.53B
RPM
Rpm International Inc

Basic Materials
37.8K
+ 2114.61%
$96.97 - $117.58 $3.66M - $4.44M
39.6K $4.35B
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
CTAS
Cintas Corp

Industrials
14.6K
+ 71.01%
$190.11 - $227.66 $2.77M - $3.32M
35.1K $7.83B
NDAQ
Nasdaq, Inc.

Financial Services
33.5K
+ 81.12%
$66.4 - $89.42 $2.22M - $3M
74.8K $6.69B
USB
Us Bancorp \De\

Financial Services
66.5K
+ 41.58%
$36.4 - $45.76 $2.42M - $3.04M
226K $10.2B
GWRE
Guidewire Software, Inc.

Technology
11.9K
+ 483.03%
$172.73 - $257.37 $2.06M - $3.07M
14.4K $3.39B
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
JCI
Johnson Controls International PLC

Industrials
14.3K
+ 47.32%
$71.14 - $105.62 $1.02M - $1.52M
44.7K $4.72B
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
Viking Holdings LTD
35.3K
+ 136.57%
N/A
61.1K $3.26B
CNX
Cnx Resources Corp

Energy
59.3K
+ 282.04%
$28.13 - $34.85 $1.67M - $2.07M
80.3K $2.71B
ADBE
Adobe Inc.

Technology
4.87K
+ 26.36%
$340.0 - $420.68 $1.66M - $2.05M
23.4K $9.03B
ONON
On Holding Ag

Consumer Cyclical
29.6K
+ 78.99%
$37.65 - $60.68 $1.11M - $1.8M
67.1K $3.49B
DOV
Dover Corp

Industrials
9.7K
+ 158.4%
$151.14 - $186.7 $1.47M - $1.81M
15.8K $2.9B
TPR
Tapestry, Inc.

Consumer Cyclical
14.6K
+ 47.75%
$60.6 - $87.81 $886K - $1.28M
45.2K $3.97B
PBF
Pbf Energy Inc.

Energy
78.8K
+ 271.86%
$14.37 - $24.39 $1.13M - $1.92M
108K $2.34B
IVZ
Invesco Ltd.

Financial Services
110K
+ 127.66%
$12.14 - $15.77 $1.33M - $1.73M
195K $3.08B
DINO
Hf Sinclair Corp

Energy
28.6K
+ 42.07%
$25.91 - $41.85 $742K - $1.2M
96.7K $3.97B
EXAS
Exact Sciences Corp

Healthcare
30K
+ 567.54%
$40.31 - $58.08 $1.21M - $1.74M
35.3K $1.88B
BRBR
Bellring Brands, Inc.

Consumer Defensive
32.8K
+ 199.96%
$57.26 - $78.92 $1.88M - $2.59M
49.2K $2.85B
BAC
Bank Of America Corp

Financial Services
26.7K
+ 62.2%
$34.39 - $47.46 $918K - $1.27M
69.6K $3.29B
Jacobs Solutions Inc
10.7K
+ 196.67%
N/A
16.1K $2.12B
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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