Aquatic Capital Management LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$3.9B

Holdings

1,221

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,221 positions)

StockValue
COSTCOSTCO WHSL CORP NEW
$66.5M
MSFTMICROSOFT CORP
$60.4M
HDHOME DEPOT INC
$46.2M
METAMETA PLATFORMS INC
$42.2M
ISRGINTUITIVE SURGICAL INC
$41.4M
VVISA INC
$40.0M
TMOTHERMO FISHER SCIENTIFIC INC
$39.7M
CRMSALESFORCE INC
$38.8M
GSGOLDMAN SACHS GROUP INC
$35.5M
CITCINTAS CORP
$33.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$33.3M
SNOWSNOWFLAKE INC
$31.6M
PEPPEPSICO INC
$30.5M
AMDADVANCED MICRO DEVICES INC
$29.9M
HLTHILTON WORLDWIDE HLDGS INC
$29.6M
ABNBAIRBNB INC
$28.3M
BSXBOSTON SCIENTIFIC CORP
$28.2M
GOOGLALPHABET INC
$28.2M
LMTLOCKHEED MARTIN CORP
$27.0M
PNCPNC FINL SVCS GROUP INC
$26.4M
GISGENERAL MLS INC
$26.3M
AONAON PLC
$25.8M
NVDANVIDIA CORPORATION
$24.6M
TMUST-MOBILE US INC
$23.9M
MNSTMONSTER BEVERAGE CORP NEW
$23.8M
MRVLMARVELL TECHNOLOGY INC
$23.3M
VSTVISTRA CORP
$23.3M
HONHONEYWELL INTL INC
$22.9M
UNHUNITEDHEALTH GROUP INC
$22.8M
COINCOINBASE GLOBAL INC
$22.2M
EIXEDISON INTL
$22.1M
TEAMATLASSIAN CORPORATION
$22.1M
IBKRINTERACTIVE BROKERS GROUP IN
$21.6M
PLTRPALANTIR TECHNOLOGIES INC
$21.5M
VRTVERTIV HOLDINGS CO
$21.4M
CEGCONSTELLATION ENERGY CORP
$21.1M
AVGOBROADCOM INC
$20.7M
AAPLAPPLE INC
$20.7M
SOFISOFI TECHNOLOGIES INC
$20.6M
CMGCHIPOTLE MEXICAN GRILL INC
$19.5M
ADBEADOBE INC
$19.4M
MLB1MERCADOLIBRE INC
$19.2M
NETCLOUDFLARE INC
$19.2M
ADPAUTOMATIC DATA PROCESSING IN
$18.7M
METMETLIFE INC
$18.6M
CVNACARVANA CO
$18.5M
CSXCSX CORP
$18.2M
VLOVALERO ENERGY CORP
$18.0M
DVNDEVON ENERGY CORP NEW
$18.0M
MRKMERCK & CO INC
$17.9M
ICEINTERCONTINENTAL EXCHANGE IN
$17.9M
CVXCHEVRON CORP NEW
$17.8M
ADSKAUTODESK INC
$17.5M
DC4DEXCOM INC
$17.4M
WMTWALMART INC
$17.4M
MPCMARATHON PETE CORP
$17.1M
OMCOMNICOM GROUP INC
$16.8M
USBUS BANCORP DEL
$16.8M
OXYOCCIDENTAL PETE CORP
$15.4M
MCXMCCORMICK & CO INC
$15.2M
LENLENNAR CORP
$15.2M
ALBALBEMARLE CORP
$14.6M
SPGIS&P GLOBAL INC
$14.5M
PCGPG&E CORP
$14.1M
AFLAFLAC INC
$14.0M
CPBTHE CAMPBELLS COMPANY
$13.8M
MCOMOODYS CORP
$13.8M
KDPKEURIG DR PEPPER INC
$13.8M
CHDCHURCH & DWIGHT CO INC
$13.6M
NDAQNASDAQ INC
$13.3M
GSKGSK PLC
$12.9M
SJMSMUCKER J M CO
$12.8M
AFRMAFFIRM HLDGS INC
$12.7M
ALKALASKA AIR GROUP INC
$12.5M
CMICUMMINS INC
$12.4M
BAHBOOZ ALLEN HAMILTON HLDG COR
$12.2M
BBDBANCO BRADESCO S A
$12.1M
EQTEQT CORP
$12.0M
BRBRBELLRING BRANDS INC
$11.9M
UBERUBER TECHNOLOGIES INC
$11.9M
CROXCROCS INC
$11.7M
FSLRFIRST SOLAR INC
$11.7M
PKGPACKAGING CORP AMER
$11.6M
YUMYUM BRANDS INC
$11.5M
BF/BBROWN FORMAN CORP
$11.1M
INFYINFOSYS LTD
$11.1M
KMIKINDER MORGAN INC DEL
$11.1M
BROSDUTCH BROS INC
$10.9M
MRSHMARSH & MCLENNAN COS INC
$10.7M
ULTAULTA BEAUTY INC
$10.7M
KGCKINROSS GOLD CORP
$10.7M
DDDUPONT DE NEMOURS INC
$10.6M
AMCRAMCOR PLC
$10.6M
AEPAMERICAN ELEC PWR CO INC
$10.3M
DHRDANAHER CORPORATION
$10.3M
ETRENTERGY CORP NEW
$10.3M
CVSCVS HEALTH CORP
$10.3M
HALHALLIBURTON CO
$10.3M
ABXBARRICK GOLD CORP
$10.2M
AMATAPPLIED MATLS INC
$10.1M
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