Edgestream Partners, L.P. Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$2.9T

Holdings

813

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (813 positions)

StockValue
AVGOBROADCOM INC
$2.8B
MRNAMODERNA INC
$2.8B
0J7QIAC INC
$2.8B
MTSIMACOM TECH SOLUTIONS HLDGS I
$2.8B
ADSKAUTODESK INC
$2.8B
PRUPRUDENTIAL FINL INC
$2.8B
SBCSABRA HEALTH CARE REIT INC
$2.7B
CAKECHEESECAKE FACTORY INC
$2.7B
ASBASSOCIATED BANC CORP
$2.7B
MRKMERCK & CO INC
$2.7B
RLRALPH LAUREN CORP
$2.7B
SPNTSIRIUSPOINT LTD
$2.7B
MCOMOODYS CORP
$2.7B
0VVBPARAMOUNT GLOBAL
$2.7B
ATDATI INC
$2.7B
PTCPTC INC
$2.7B
ACADACADIA PHARMACEUTICALS INC
$2.6B
NSCNORFOLK SOUTHN CORP
$2.6B
FMCFMC CORP
$2.6B
TGTXTG THERAPEUTICS INC
$2.6B
FTAIFTAI AVIATION LTD
$2.6B
CBRECBRE GROUP INC
$2.6B
UNHUNITEDHEALTH GROUP INC
$2.5B
YOUCLEAR SECURE INC
$2.5B
EBCEASTERN BANKSHARES INC
$2.5B
HRMYHARMONY BIOSCIENCES HLDGS IN
$2.5B
BCOBRINKS CO
$2.5B
BRBROADRIDGE FINL SOLUTIONS IN
$2.5B
SUISUN CMNTYS INC
$2.5B
PVHPVH CORPORATION
$2.5B
EPREPR PPTYS
$2.5B
LULULULULEMON ATHLETICA INC
$2.5B
KIMKIMCO RLTY CORP
$2.5B
IEXIDEX CORP
$2.5B
NMRKNEWMARK GROUP INC
$2.4B
FOURSHIFT4 PMTS INC
$2.4B
IPGPIPG PHOTONICS CORP
$2.4B
IVVISHARES TR
$2.4B
AKRACADIA RLTY TR
$2.4B
BILLBILL HOLDINGS INC
$2.4B
DOCSDOXIMITY INC
$2.4B
ROCKGIBRALTAR INDS INC
$2.4B
TAPMOLSON COORS BEVERAGE CO
$2.4B
ENSENERSYS
$2.4B
NXTNEXTRACKER INC
$2.4B
USFDUS FOODS HLDG CORP
$2.3B
BIIBBIOGEN INC
$2.3B
TSAACI WORLDWIDE INC
$2.3B
DGDOLLAR GEN CORP NEW
$2.3B
ULTAULTA BEAUTY INC
$2.3B
HSICHENRY SCHEIN INC
$2.3B
IGTINTERNATIONAL GAME TECHNOLOG
$2.3B
RJFRAYMOND JAMES FINL INC
$2.3B
MTDRMATADOR RES CO
$2.3B
7HPHP INC
$2.2B
SMTCSEMTECH CORP
$2.2B
KRKROGER CO
$2.2B
GDDYGODADDY INC
$2.2B
DEIDOUGLAS EMMETT INC
$2.2B
RIVNRIVIAN AUTOMOTIVE INC
$2.2B
CAHCARDINAL HEALTH INC
$2.2B
COLMCOLUMBIA SPORTSWEAR CO
$2.2B
IBKRINTERACTIVE BROKERS GROUP IN
$2.2B
CHHCHOICE HOTELS INTL INC
$2.2B
NSZNETSCOUT SYS INC
$2.2B
PENNPENN ENTERTAINMENT INC
$2.2B
CTRECARETRUST REIT INC
$2.2B
K6BKBR INC
$2.2B
FITBFIFTH THIRD BANCORP
$2.2B
STSENSATA TECHNOLOGIES HLDG PL
$2.2B
OTTROTTER TAIL CORP
$2.1B
APLEAPPLE HOSPITALITY REIT INC
$2.1B
ESABESAB CORPORATION
$2.1B
AVDXAVIDXCHANGE HOLDINGS INC
$2.1B
IBMINTERNATIONAL BUSINESS MACHS
$2.1B
EBAEBAY INC.
$2.1B
NSPINSPERITY INC
$2.1B
WEAWESTERN ALLIANCE BANCORP
$2.1B
LRNSTRIDE INC
$2.1B
GILDGILEAD SCIENCES INC
$2.1B
CLHCLEAN HARBORS INC
$2.1B
CATYCATHAY GEN BANCORP
$2.0B
FW2NBANNER CORP
$2.0B
FTDRFRONTDOOR INC
$2.0B
DALDELTA AIR LINES INC DEL
$2.0B
OCOWENS CORNING NEW
$2.0B
FSLRFIRST SOLAR INC
$2.0B
VCITVANGUARD SCOTTSDALE FDS
$2.0B
DOWDOW INC
$2.0B
TTCTORO CO
$2.0B
TALOTALOS ENERGY INC
$2.0B
LENLENNAR CORP
$2.0B
GEGGEO GROUP INC NEW
$2.0B
DVDOUBLEVERIFY HLDGS INC
$2.0B
CNXCNX RES CORP
$2.0B
CALXCALIX INC
$2.0B
OWLBLUE OWL CAPITAL INC
$1.9B
USFRWISDOMTREE TR
$1.9B
WLYWILEY JOHN & SONS INC
$1.9B
XLVSELECT SECTOR SPDR TR
$1.9B
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