Qsemble Capital Management, LP New Holdings in Q2 2025

Qsemble Capital Management, LP

  • $1.04 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
85.7K
New
$119.13 - $135.03 $10.2M - $11.6M
85.7K $10.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.2K
New
$483.48 - $539.8 $10.2M - $11.4M
21.2K $10.3B
TTWO
Take Two Interactive Software Inc

Communication Services
42.1K
New
$194.58 - $243.05 $8.2M - $10.2M
42.1K $10.2B
MA
Mastercard Inc

Financial Services
17.8K
New
$479.92 - $590.74 $8.55M - $10.5M
17.8K $10B
PM
Philip Morris International Inc.

Consumer Defensive
54.8K
New
$149.23 - $184.95 $8.18M - $10.1M
54.8K $9.99B
FIS
Fidelity National Information Services, Inc.

Technology
117K
New
$68.14 - $82.13 $7.96M - $9.59M
117K $9.51B
AAPL
Apple Inc.

Technology
45.8K
New
$172.42 - $223.89 $7.9M - $10.3M
45.8K $9.4B
PGR
Progressive Corp

Financial Services
35.2K
New
$255.27 - $288.74 $8.98M - $10.2M
35.2K $9.39B
PG
Procter & Gamble CO

Consumer Defensive
55.8K
New
$157.66 - $172.39 $8.79M - $9.61M
55.8K $8.88B
ABNB
Airbnb, Inc.

Consumer Cyclical
64.9K
New
$105.69 - $140.64 $6.86M - $9.13M
64.9K $8.59B
SCHW
Schwab Charles Corp

Financial Services
89.6K
New
$69.06 - $91.24 $6.19M - $8.17M
89.6K $8.17B
CTVA
Corteva, Inc.

Basic Materials
106K
New
$55.52 - $74.53 $5.86M - $7.87M
106K $7.87B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35.9K
New
$212.1 - $244.27 $7.62M - $8.77M
35.9K $7.85B
SWKS
Skyworks Solutions, Inc.

Technology
102K
New
$49.2 - $74.95 $5.03M - $7.66M
102K $7.62B
FTI
Technip Fmc PLC

Energy
217K
New
$23.18 - $35.33 $5.02M - $7.66M
217K $7.46B
CPRT
Copart Inc

Consumer Cyclical
148K
New
$47.72 - $63.84 $7.05M - $9.43M
148K $7.25B
MU
Micron Technology Inc

Technology
58.3K
New
$64.72 - $127.91 $3.77M - $7.46M
58.3K $7.19B
PFE
Pfizer Inc

Healthcare
293K
New
$21.59 - $24.84 $6.32M - $7.27M
293K $7.1B
BWA
Borgwarner Inc

Consumer Cyclical
207K
New
$24.84 - $33.92 $5.14M - $7.02M
207K $6.93B
Ferguson Enterprises Inc
30.6K
New
N/A
30.6K $6.65B
BMY
Bristol Myers Squibb CO

Healthcare
121K
New
$44.12 - $59.6 $5.34M - $7.21M
121K $5.6B
OKE
Oneok Inc

Energy
66.3K
New
$78.71 - $100.37 $5.22M - $6.66M
66.3K $5.42B
CARR
Carrier Global Corp

Industrials
73.3K
New
$55.55 - $75.83 $4.07M - $5.56M
73.3K $5.37B
EBAY
Ebay Inc

Consumer Cyclical
71.2K
New
$59.52 - $79.36 $4.24M - $5.65M
71.2K $5.3B
Rocket Lab Corp
148K
New
N/A
148K $5.28B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
24.8K
New
$160.22 - $209.35 $3.97M - $5.18M
24.8K $5.18B
MSI
Motorola Solutions, Inc.

Technology
12.2K
New
$394.72 - $440.39 $4.81M - $5.36M
12.2K $5.12B
USFD
Us Foods Holding Corp.

Consumer Defensive
63.6K
New
$60.47 - $79.12 $3.85M - $5.03M
63.6K $4.9B
PLNT
Planet Fitness, Inc.

Consumer Cyclical
43.9K
New
$90.58 - $109.05 $3.98M - $4.79M
43.9K $4.79B
ALLY
Ally Financial Inc.

Financial Services
116K
New
$30.09 - $38.95 $3.49M - $4.51M
116K $4.51B
CSGP
Costar Group, Inc.

Real Estate
54.2K
New
$72.62 - $83.22 $3.94M - $4.51M
54.2K $4.36B
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
KMI
Kinder Morgan, Inc.

Energy
134K
New
$25.21 - $29.4 $3.38M - $3.94M
134K $3.94B
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
Barrick Mng Corp
171K
New
N/A
171K $3.56B
ED
Consolidated Edison Inc

Utilities
34.9K
New
$98.05 - $113.3 $3.43M - $3.96M
34.9K $3.51B
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
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
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
Track This Portfolio

Track Qsemble Capital Management, LP Portfolio

Follow Qsemble Capital Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Qsemble Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Qsemble Capital Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email