Edgestream Partners, L.P. Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$2.3T

Holdings

829

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (829 positions)

StockValue
MIGAMICROSTRATEGY INC
$3.1B
PBFPBF ENERGY INC
$3.1B
EXTREXTREME NETWORKS
$3.1B
BIIBBIOGEN INC
$3.1B
LLYELI LILLY & CO
$3.1B
MCYMERCURY GENL CORP NEW
$3.0B
NFGNATIONAL FUEL GAS CO
$3.0B
ALLYALLY FINL INC
$3.0B
OKTAOKTA INC
$3.0B
IM8NINSMED INC
$3.0B
UALUNITED AIRLS HLDGS INC
$3.0B
DOCUDOCUSIGN INC
$3.0B
AGOASSURED GUARANTY LTD
$3.0B
RRRRED ROCK RESORTS INC
$3.0B
MPCMARATHON PETE CORP
$3.0B
VTEBVANGUARD MUN BD FDS
$2.9B
SAMBOSTON BEER INC
$2.9B
PLTKPLAYTIKA HLDG CORP
$2.9B
SFMSPROUTS FMRS MKT INC
$2.9B
ROCKGIBRALTAR INDS INC
$2.8B
TTCTORO CO
$2.8B
AMKRAMKOR TECHNOLOGY INC
$2.8B
MCMOELIS & CO
$2.8B
LTHLIFE TIME GROUP HOLDINGS INC
$2.8B
TXG10X GENOMICS INC
$2.7B
BKNGBOOKING HOLDINGS INC
$2.7B
ZWSZURN ELKAY WATER SOLNS CORP
$2.7B
BKBANK NEW YORK MELLON CORP
$2.7B
BOXBOX INC
$2.7B
CHECHEMED CORP NEW
$2.7B
TRMKTRUSTMARK CORP
$2.7B
NIJNELNET INC
$2.6B
CBTCABOT CORP
$2.6B
SLMSLM CORP
$2.6B
EPACENERPAC TOOL GROUP CORP
$2.6B
SSBUSDSOUTHSTATE CORPORATION
$2.6B
SBCSABRA HEALTH CARE REIT INC
$2.6B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.6B
REEVEREST GROUP LTD
$2.6B
KFYKORN FERRY
$2.6B
GMS1EURGMS INC
$2.6B
CTRECARETRUST REIT INC
$2.6B
ASANASANA INC
$2.5B
ALKTALKAMI TECHNOLOGY INC
$2.5B
SHYISHARES TR
$2.5B
BXBLACKSTONE INC
$2.5B
DVDOUBLEVERIFY HLDGS INC
$2.5B
UTHUNITED THERAPEUTICS CORP DEL
$2.5B
ITRIITRON INC
$2.5B
TYLTYLER TECHNOLOGIES INC
$2.5B
SAICSCIENCE APPLICATIONS INTL CO
$2.5B
PATHUIPATH INC
$2.5B
TFXTELEFLEX INCORPORATED
$2.4B
ABBVABBVIE INC
$2.4B
ICFIICF INTL INC
$2.4B
ALITALIGHT INC
$2.4B
NVTNVENT ELECTRIC PLC
$2.4B
STESTERIS PLC
$2.4B
CPTCAMDEN PPTY TR
$2.4B
CRLCHARLES RIV LABS INTL INC
$2.4B
CTRACOTERRA ENERGY INC
$2.4B
YOUCLEAR SECURE INC
$2.4B
VRTXVERTEX PHARMACEUTICALS INC
$2.4B
FRSHFRESHWORKS INC
$2.3B
MTGMGIC INVT CORP WIS
$2.3B
UAUNDER ARMOUR INC
$2.3B
MRSHMARSH & MCLENNAN COS INC
$2.3B
7HPHP INC
$2.3B
HOPEHOPE BANCORP INC
$2.3B
CALMCAL MAINE FOODS INC
$2.3B
CALXCALIX INC
$2.3B
MTCHMATCH GROUP INC NEW
$2.3B
WMTWALMART INC
$2.3B
ARWRARROWHEAD PHARMACEUTICALS IN
$2.3B
DTMDT MIDSTREAM INC
$2.2B
JXC1ZIFF DAVIS INC
$2.2B
NVSTENVISTA HOLDINGS CORPORATION
$2.2B
SAFESAFEHOLD INC
$2.2B
IRINGERSOLL RAND INC
$2.2B
SWKSTANLEY BLACK & DECKER INC
$2.2B
XLFSELECT SECTOR SPDR TR
$2.2B
DONSPDR DOW JONES INDL AVERAGE
$2.2B
UFPIUFP INDUSTRIES INC
$2.2B
LSCCLATTICE SEMICONDUCTOR CORP
$2.2B
UMBFUMB FINL CORP
$2.2B
NSANATIONAL STORAGE AFFILIATES
$2.1B
LUVSOUTHWEST AIRLS CO
$2.1B
XLESELECT SECTOR SPDR TR
$2.1B
POOLPOOL CORP
$2.1B
ALRMALARM COM HLDGS INC
$2.1B
TQQQPROSHARES TR
$2.1B
BSXBOSTON SCIENTIFIC CORP
$2.1B
AVGOBROADCOM INC
$2.0B
KAIKADANT INC
$2.0B
WTSWATTS WATER TECHNOLOGIES INC
$2.0B
CPBTHE CAMPBELLS COMPANY
$2.0B
VTRSVIATRIS INC
$2.0B
KMIKINDER MORGAN INC DEL
$2.0B
CTVACORTEVA INC
$2.0B
CA8ACACI INTL INC
$2.0B
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