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
STE
Steris PLC

Healthcare
5.06K
New
$208.55 - $252.55 $1.06M - $1.28M
5.06K $1.22B
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.67K
New
$430.72 - $497.52 $1.15M - $1.33M
2.67K $1.2B
XOM
Exxon Mobil Corp

Energy
11.1K
New
$99.93 - $119.04 $1.11M - $1.32M
11.1K $1.19B
PAAS
Pan American Silver Corp

Basic Materials
41.7K
New
$21.49 - $29.35 $897K - $1.22M
41.7K $1.18B
PWR
Quanta Services, Inc.

Industrials
3.08K
New
$239.47 - $381.26 $736K - $1.17M
3.08K $1.16B
DAR
Darling Ingredients Inc.

Consumer Defensive
30.6K
New
$27.63 - $38.64 $845K - $1.18M
30.6K $1.16B
ENPH
Enphase Energy, Inc.

Technology
29.1K
New
$34.56 - $62.52 $1.01M - $1.82M
29.1K $1.15B
VFC
V F Corp

Consumer Cyclical
98.1K
New
$9.74 - $16.39 $956K - $1.61M
98.1K $1.15B
EHC
Encompass Health Corp

Healthcare
9.33K
New
$96.12 - $122.63 $897K - $1.14M
9.33K $1.14B
COP
Conocophillips

Energy
12.7K
New
$82.66 - $106.1 $1.05M - $1.34M
12.7K $1.14B
KBH
Kb Home

Consumer Cyclical
21.1K
New
$50.15 - $58.93 $1.06M - $1.24M
21.1K $1.12B
VZ
Verizon Communications Inc

Communication Services
25.7K
New
$41.67 - $45.62 $1.07M - $1.17M
25.7K $1.11B
LBRT
Liberty Energy Inc.

Energy
95.7K
New
$10.0 - $16.08 $957K - $1.54M
95.7K $1.1B
Tempus Ai Inc
17.1K
New
N/A
17.1K $1.09B
APH
Amphenol Corp

Technology
11K
New
$59.09 - $98.75 $649K - $1.08M
11K $1.08B
ARMK
Aramark

Industrials
25.4K
New
$30.39 - $42.1 $773K - $1.07M
25.4K $1.06B
WHR
Whirlpool Corp

Consumer Cyclical
10.4K
New
$75.71 - $101.42 $786K - $1.05M
10.4K $1.05B
ROP
Roper Technologies Inc

Industrials
1.85K
New
$519.19 - $590.78 $960K - $1.09M
1.85K $1.05B
Solventum Corp
13.7K
New
N/A
13.7K $1.04B
DG
Dollar General Corp

Consumer Defensive
8.81K
New
$86.02 - $114.95 $758K - $1.01M
8.81K $1.01B
OWL
Blue Owl Capital Inc.

Financial Services
52.5K
New
$15.9 - $21.16 $834K - $1.11M
52.5K $1.01B
WDC
Western Digital Corp

Technology
15.4K
New
$30.54 - $63.99 $471K - $986K
15.4K $986M
VEEV
Veeva Systems Inc

Healthcare
3.39K
New
$209.39 - $289.94 $710K - $983K
3.39K $977M
JHG
Janus Henderson Group PLC

Financial Services
24.9K
New
$29.47 - $38.84 $735K - $969K
24.9K $969M
STLD
Steel Dynamics Inc

Basic Materials
7.56K
New
N/A
7.56K $968M
SMR
Nuscale Power Corp

Industrials
24.4K
New
$12.6 - $43.24 $308K - $1.06M
24.4K $967M
FMC
Fmc Corp

Basic Materials
22.7K
New
$33.98 - $44.06 $772K - $1M
22.7K $949M
MDB
Mongo Db, Inc.

Technology
4.47K
New
$145.85 - $225.38 $652K - $1.01M
4.47K $938M
HPE
Hewlett Packard Enterprise CO

Technology
45.2K
New
$12.51 - $20.45 $566K - $925K
45.2K $925M
WYNN
Wynn Resorts LTD

Consumer Cyclical
9.85K
New
$66.1 - $97.75 $651K - $962K
9.85K $922M
ROKU
Roku, Inc

Communication Services
10.1K
New
$55.1 - $87.89 $558K - $889K
10.1K $889M
WMB
Williams Companies, Inc.

Energy
13.7K
New
$54.33 - $62.87 $742K - $859K
13.7K $858M
POOL
Pool Corp

Industrials
2.76K
New
$285.0 - $325.66 $786K - $898K
2.76K $804M
ACM
Aecom

Industrials
7.02K
New
$87.19 - $113.06 $612K - $794K
7.02K $792M
LSCC
Lattice Semiconductor Corp

Technology
16K
New
$37.84 - $56.0 $606K - $896K
16K $784M
KD
Kyndryl Holdings, Inc.

Technology
18.3K
New
$27.77 - $41.96 $508K - $768K
18.3K $768M
FOXA
Fox Corp

Communication Services
13.6K
New
$47.21 - $57.04 $644K - $778K
13.6K $764M
TREX
Trex CO Inc

Industrials
13.9K
New
$50.52 - $61.77 $702K - $858K
13.9K $756M
AFRM
Affirm Holdings, Inc.

Technology
10.9K
New
$35.75 - $69.14 $389K - $751K
10.9K $751M
PFGC
Performance Food Group CO

Consumer Defensive
8.34K
New
$71.62 - $89.56 $598K - $747K
8.34K $730M
SHAK
Shake Shack Inc.

Consumer Cyclical
5.19K
New
$75.85 - $140.6 $394K - $730K
5.19K $730M
Intuitive Machines Inc
66.6K
New
N/A
66.6K $724M
ZI
Zoom Info Technologies Inc.

Technology
71.3K
New
$7.41 - $10.31 $528K - $735K
71.3K $721M
CMA
Comerica Inc

Financial Services
12K
New
$50.42 - $59.65 $607K - $718K
12K $718M
FCNCA
First Citizens Bancshares Inc

Financial Services
361
New
$1561.69 - $1966.55 $564K - $710K
361 $706M
CSL
Carlisle Companies Inc

Industrials
1.88K
New
$317.1 - $408.5 $597K - $770K
1.88K $703M
APLD
Applied Blockchain, Inc.

Financial Services
69.2K
New
$3.53 - $13.86 $244K - $958K
69.2K $696M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
23.4K
New
$23.18 - $30.7 $544K - $720K
23.4K $666M
WBD
Warner Bros. Discovery, Inc.

Communication Services
57.7K
New
$7.69 - $11.46 $443K - $661K
57.7K $661M
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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