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
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
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
Tko Group Holdings Inc
12.7K
New
N/A
12.7K $2.3B
APG
A Pi Group Corp

Industrials
44.8K
New
$32.2 - $51.23 $1.44M - $2.29M
44.8K $2.28B
FE
Firstenergy Corp

Utilities
56.1K
New
$38.31 - $43.17 $2.15M - $2.42M
56.1K $2.26B
LITE
Lumentum Holdings Inc.

Technology
23.1K
New
$49.56 - $95.06 $1.15M - $2.2M
23.1K $2.2B
ACGL
Arch Capital Group Ltd.

Financial Services
24.1K
New
$84.99 - $96.82 $2.04M - $2.33M
24.1K $2.19B
HOOD
Robinhood Markets, Inc.

Technology
22.8K
New
$34.17 - $93.63 $778K - $2.13M
22.8K $2.13B
RDN
Radian Group Inc

Financial Services
58.7K
New
$30.48 - $36.53 $1.79M - $2.15M
58.7K $2.12B
CNHI
Cnh Industrial N.V.

Industrials
161K
New
N/A
161K $2.09B
AOS
Smith A O Corp

Industrials
30.9K
New
$59.63 - $70.52 $1.84M - $2.18M
30.9K $2.03B
ABC
Amerisourcebergen Corp

Healthcare
6.76K
New
N/A
6.76K $2.03B
Noble Corp PLC
73.1K
New
N/A
73.1K $1.94B
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
27.2K
New
$60.29 - $71.77 $1.64M - $1.95M
27.2K $1.9B
MP
Mp Materials Corp.

Basic Materials
55.8K
New
$18.77 - $37.74 $1.05M - $2.1M
55.8K $1.86B
ES
Eversource Energy

Utilities
29K
New
$54.25 - $65.89 $1.57M - $1.91M
29K $1.85B
CNP
Centerpoint Energy Inc

Utilities
46.5K
New
$35.5 - $39.05 $1.65M - $1.82M
46.5K $1.71B
RBLX
Roblox Corp

Communication Services
16.2K
New
$51.22 - $105.59 $830K - $1.71M
16.2K $1.71B
RSG
Republic Services, Inc.

Industrials
6.8K
New
$227.2 - $258.07 $1.54M - $1.75M
6.8K $1.68B
GDDY
Go Daddy Inc.

Technology
9.11K
New
$162.11 - $192.36 $1.48M - $1.75M
9.11K $1.64B
SG
Sweetgreen, Inc.

Consumer Cyclical
108K
New
$12.23 - $25.56 $1.32M - $2.76M
108K $1.61B
BEN
Franklin Resources Inc

Financial Services
67.2K
New
$16.66 - $23.85 $1.12M - $1.6M
67.2K $1.6B
ETR
Entergy Corp

Utilities
19K
New
$79.01 - $86.61 $1.5M - $1.65M
19K $1.58B
NKE
Nike, Inc.

Consumer Cyclical
21.3K
New
$53.27 - $72.04 $1.14M - $1.54M
21.3K $1.52B
Amer Sports Inc
39K
New
N/A
39K $1.51B
CDAY
Ceridian Hcm Holding Inc.

Technology
27.1K
New
N/A
27.1K $1.5B
NVDA
Nvidia Corp

Technology
9.47K
New
$94.31 - $157.99 $893K - $1.5M
9.47K $1.5B
RF
Regions Financial Corp

Financial Services
62.3K
New
$18.34 - $23.52 $1.14M - $1.47M
62.3K $1.47B
BYD
Boyd Gaming Corp

Consumer Cyclical
18.2K
New
$60.8 - $79.02 $1.11M - $1.44M
18.2K $1.42B
ZS
Zscaler, Inc.

Technology
4.51K
New
$174.67 - $315.32 $787K - $1.42M
4.51K $1.41B
APP
App Lovin Corp

Technology
3.93K
New
$219.37 - $417.89 $863K - $1.64M
3.93K $1.38B
Standardaero Inc
43.3K
New
N/A
43.3K $1.37B
VMC
Vulcan Materials CO

Basic Materials
5.14K
New
$226.49 - $276.01 $1.16M - $1.42M
5.14K $1.34B
OLN
Olin Corp

Basic Materials
66.2K
New
$17.96 - $24.7 $1.19M - $1.64M
66.2K $1.33B
PENN
Penn National Gaming Inc

Consumer Cyclical
73.9K
New
$13.75 - $18.28 $1.02M - $1.35M
73.9K $1.32B
FCX
Freeport Mcmoran Inc

Basic Materials
30.2K
New
$29.15 - $44.46 $880K - $1.34M
30.2K $1.31B
AMCR
Amcor PLC

Consumer Cyclical
142K
New
$8.57 - $9.81 $1.21M - $1.39M
142K $1.3B
MS
Morgan Stanley

Financial Services
9.13K
New
$99.83 - $140.86 $911K - $1.29M
9.13K $1.29B
TGT
Target Corp

Consumer Defensive
12.9K
New
$88.76 - $105.77 $1.14M - $1.36M
12.9K $1.27B
Reddit Inc
8.39K
New
N/A
8.39K $1.26B
ROIV
Roivant Sciences Ltd.

Healthcare
109K
New
$9.08 - $11.62 $988K - $1.26M
109K $1.23B
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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