Aquatic Capital Management LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.7T

Holdings

1,287

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,287 positions)

#StockSharesValue% PortfolioType
101
SJMSMUCKER J M CO
86,333$9.5B0.26%
102
JNJJOHNSON & JOHNSON
64,938$9.4B0.25%
103
LDOSLEIDOS HOLDINGS INC
64,867$9.3B0.25%
104
PNWPINNACLE WEST CAP CORP
110,193$9.3B0.25%
105
YUMYUM BRANDS INC
69,035$9.3B0.25%
106
LRNSTRIDE INC
86,027$8.9B0.24%
107
APDAIR PRODS & CHEMS INC
30,315$8.8B0.24%
108
MTBM & T BK CORP
46,446$8.7B0.24%
109
OMCOMNICOM GROUP INC
100,800$8.7B0.23%
110
TJXTJX COS INC NEW
71,031$8.6B0.23%
111
UUNITY SOFTWARE INC
378,262$8.5B0.23%
112
VKTXVIKING THERAPEUTICS INC
209,134$8.4B0.23%
113
BRBRBELLRING BRANDS INC
109,987$8.3B0.22%
114
CVXCHEVRON CORP NEW
57,077$8.3B0.22%
115
NVSNNOVARTIS AG
84,920$8.3B0.22%
116
CYTKCYTOKINETICS INC
175,553$8.3B0.22%
117
CNXCNX RES CORP
223,971$8.2B0.22%
118
AFWALIGN TECHNOLOGY INC
39,316$8.2B0.22%
119
BCSBARCLAYS PLC
607,541$8.1B0.22%
120
LYFTLYFT INC
624,741$8.1B0.22%
121
ISIIONIS PHARMACEUTICALS INC
230,016$8.0B0.22%
122
MGMMGM RESORTS INTERNATIONAL
229,058$7.9B0.21%
123
LRCXLAM RESEARCH CORP
107,473$7.8B0.21%
124
CAGCONAGRA BRANDS INC
275,856$7.7B0.21%
125
FIVEFIVE BELOW INC
72,837$7.6B0.21%
126
ESTCELASTIC N V
76,990$7.6B0.21%
127
MRNAMODERNA INC
181,982$7.6B0.20%
128
BILLBILL HOLDINGS INC
89,307$7.6B0.20%
129
RBLXROBLOX CORP
129,864$7.5B0.20%
130
ECLECOLAB INC
31,962$7.5B0.20%
131
OWLBLUE OWL CAPITAL INC
321,729$7.5B0.20%
132
MCOMOODYS CORP
15,710$7.4B0.20%
133
AJGGALLAGHER ARTHUR J & CO
26,163$7.4B0.20%
134
AMEAMETEK INC
40,935$7.4B0.20%
135
SPGIS&P GLOBAL INC
14,785$7.4B0.20%
136
CLSCELESTICA INC
79,712$7.4B0.20%
137
ARCCARES CAPITAL CORP
332,061$7.3B0.20%
138
DELLDELL TECHNOLOGIES INC
62,792$7.2B0.20%
139
QCOMQUALCOMM INC
46,902$7.2B0.20%
140
KEYKEYCORP
417,523$7.2B0.19%
141
SFMSPROUTS FMRS MKT INC
55,966$7.1B0.19%
142
BBWIBATH & BODY WORKS INC
179,535$7.0B0.19%
143
DHID R HORTON INC
49,514$6.9B0.19%
144
T7DTRANSDIGM GROUP INC
5,433$6.9B0.19%
145
BUDANHEUSER BUSCH INBEV SA/NV
134,496$6.7B0.18%
146
AMCRAMCOR PLC
713,941$6.7B0.18%
147
PKGPACKAGING CORP AMER
29,821$6.7B0.18%
148
HDBHDFC BANK LTD
104,329$6.7B0.18%
149
TWTRADEWEB MKTS INC
50,341$6.6B0.18%
150
IPINTERNATIONAL PAPER CO
122,327$6.6B0.18%
151
METMETLIFE INC
79,980$6.5B0.18%
152
QC10FLAGSTAR FINANCIAL INC
696,396$6.5B0.18%
153
ETSYETSY INC
122,601$6.5B0.18%
154
TRVTRAVELERS COMPANIES INC
26,836$6.5B0.18%
155
PFEPFIZER INC
241,877$6.4B0.17%
156
IM8NINSMED INC
91,268$6.3B0.17%
157
WINGWINGSTOP INC
22,163$6.3B0.17%
158
GTLBGITLAB INC
111,384$6.3B0.17%
159
TSCOTRACTOR SUPPLY CO
117,764$6.2B0.17%
160
VRNSVARONIS SYS INC
140,369$6.2B0.17%
161
ZBRAZEBRA TECHNOLOGIES CORPORATI
16,006$6.2B0.17%
162
PSNPARSONS CORP DEL
66,499$6.1B0.17%
163
ZETAZETA GLOBAL HOLDINGS CORP
338,411$6.1B0.16%
164
ODFLOLD DOMINION FREIGHT LINE IN
34,475$6.1B0.16%
165
DVNDEVON ENERGY CORP NEW
184,809$6.0B0.16%
166
OCOWENS CORNING NEW
35,072$6.0B0.16%
167
HBC2HSBC HLDGS PLC
120,387$6.0B0.16%
168
CA8ACACI INTL INC
14,734$6.0B0.16%
169
CDWCDW CORP
33,994$5.9B0.16%
170
COHRCOHERENT CORP
61,884$5.9B0.16%
171
NSCNORFOLK SOUTHN CORP
24,489$5.7B0.16%
172
MKTXMARKETAXESS HLDGS INC
24,825$5.6B0.15%
173
BHPBHP GROUP LTD
114,890$5.6B0.15%
174
KEYSKEYSIGHT TECHNOLOGIES INC
34,825$5.6B0.15%
175
WECWEC ENERGY GROUP INC
59,480$5.6B0.15%
176
MMM3M CO
43,287$5.6B0.15%
177
THCTENET HEALTHCARE CORP
44,086$5.6B0.15%
178
PIIPOLARIS INC
96,495$5.6B0.15%
179
UMCUNITED MICROELECTRONICS CORP
851,183$5.5B0.15%
180
CMGCHIPOTLE MEXICAN GRILL INC
91,376$5.5B0.15%
181
DEODIAGEO PLC
43,298$5.5B0.15%
182
EVREVERCORE INC
19,832$5.5B0.15%
183
CLFCLEVELAND-CLIFFS INC NEW
584,622$5.5B0.15%
184
FEFIRSTENERGY CORP
136,355$5.4B0.15%
185
IBNICICI BANK LIMITED
181,478$5.4B0.15%
186
KGCKINROSS GOLD CORP
575,301$5.3B0.14%
187
AFLAFLAC INC
50,474$5.2B0.14%
188
DOWDOW INC
130,015$5.2B0.14%
189
CMACOMERICA INC
82,869$5.1B0.14%
190
AWNADVANCE AUTO PARTS INC
108,373$5.1B0.14%
191
NUENUCOR CORP
43,772$5.1B0.14%
192
NDAQNASDAQ INC
65,802$5.1B0.14%
193
DDDUPONT DE NEMOURS INC
66,588$5.1B0.14%
194
TECK/BTECK RESOURCES LTD
125,024$5.1B0.14%
195
NTRANATERA INC
31,924$5.1B0.14%
196
GHGUARDANT HEALTH INC
164,842$5.0B0.14%
197
CDECOEUR MNG INC
878,653$5.0B0.14%
198
RFREGIONS FINANCIAL CORP NEW
211,744$5.0B0.13%
199
RVMDREVOLUTION MEDICINES INC
113,405$5.0B0.13%
200
ROKUROKU INC
66,338$4.9B0.13%
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