Holocene Advisors, LP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$15.9T

Holdings

773

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (773 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
98,296$304.1B1.91%
2
ATVIEURACTIVISION BLIZZARD INC
3,243,540$301.6B1.89%Call
3
TJXTJX COS INC NEW
4,339,147$287.0B1.80%
4
MSFTMICROSOFT CORP
1,188,250$280.2B1.76%
5
LINLINDE PLC
950,732$266.3B1.67%
6
GILDGILEAD SCIENCES INC
3,478,262$224.8B1.41%Call
7
ALLYALLY FINL INC
4,920,851$222.5B1.40%
8
CSXCSX CORP
2,274,852$219.3B1.38%
9
GOOGLALPHABET INC
105,965$218.6B1.37%
10
ABBVABBVIE INC
1,787,940$193.5B1.21%Call
11
BSXBOSTON SCIENTIFIC CORP
4,971,939$192.2B1.21%
12
BKNGBOOKING HOLDINGS INC
81,291$189.4B1.19%
13
ADIANALOG DEVICES INC
1,219,339$189.1B1.19%
14
METAFACEBOOK INC
627,198$184.7B1.16%
15
JCIJOHNSON CTLS INTL PLC
3,080,146$183.8B1.15%
16
NVDANVIDIA CORPORATION
329,948$176.2B1.10%
17
ULTAULTA BEAUTY INC
556,329$172.0B1.08%
18
SCHWSCHWAB CHARLES CORP
2,473,211$161.2B1.01%
19
GEGENERAL ELECTRIC CO
11,628,410$152.7B0.96%
20
MRVLMARVELL TECHNOLOGY GROUP LTD
3,015,855$147.7B0.93%
21
TWLOTWILIO INC
432,643$147.4B0.92%
22
DC4DEXCOM INC
380,463$136.7B0.86%
23
AKXANSYS INC
395,943$134.4B0.84%
24
CECELANESE CORP DEL
892,330$133.7B0.84%
25
DRIDARDEN RESTAURANTS INC
930,449$132.1B0.83%
26
AMTAMERICAN TOWER CORP NEW
546,764$130.7B0.82%
27
ETNEATON CORP PLC
945,010$130.7B0.82%
28
SPGIS&P GLOBAL INC
369,423$130.4B0.82%
29
MSIMOTOROLA SOLUTIONS INC
689,883$129.7B0.81%
30
EXPEEXPEDIA GROUP INC
682,542$117.5B0.74%
31
PGPROCTER AND GAMBLE CO
863,118$116.9B0.73%
32
GLWCORNING INC
2,648,981$115.3B0.72%
33
HLTHILTON WORLDWIDE HLDGS INC
937,200$113.3B0.71%
34
XLRNACCELERON PHARMA INC
821,957$111.5B0.70%
35
MARMARRIOTT INTL INC NEW
747,878$110.8B0.69%
36
KKRKKR & CO INC
2,226,992$108.8B0.68%
37
IAC INTERACTIVECORP NEW
494,876$107.0B0.67%
38
MPCMARATHON PETE CORP
1,988,855$106.4B0.67%
39
CMCSACOMCAST CORP NEW
1,955,629$105.8B0.66%
40
NUANEURNUANCE COMMUNICATIONS INC
2,387,184$104.2B0.65%
41
TTWOTAKE-TWO INTERACTIVE SOFTWAR
587,920$103.9B0.65%
42
FBINFORTUNE BRANDS HOME & SEC IN
1,084,064$103.9B0.65%
43
DYHTARGET CORP
522,745$103.5B0.65%
44
AFWALIGN TECHNOLOGY INC
179,587$97.3B0.61%
45
TPRTAPESTRY INC
2,313,545$95.3B0.60%
46
NTRANATERA INC
934,701$94.9B0.60%
47
CIENCIENA CORP
1,723,011$94.3B0.59%
48
MRTXEURMIRATI THERAPEUTICS INC
548,971$94.0B0.59%Call
49
UUNITY SOFTWARE INC
933,129$93.6B0.59%
50
MDBMONGODB INC
349,007$93.3B0.59%
51
KSSKOHLS CORP
1,544,554$92.1B0.58%
52
UBERUBER TECHNOLOGIES INC
1,661,465$90.6B0.57%
53
HUNHUNTSMAN CORP
2,887,193$83.2B0.52%
54
EQIXEQUINIX INC
118,711$80.7B0.51%
55
VMCVULCAN MATLS CO
475,205$80.2B0.50%
56
SNOWSNOWFLAKE INC
349,137$80.0B0.50%
57
TEAMATLASSIAN CORP PLC
378,148$79.7B0.50%
58
EQREQUITY RESIDENTIAL
1,094,800$78.4B0.49%
59
DWDMORGAN STANLEY
985,779$76.6B0.48%
60
CICIGNA CORP NEW
310,071$75.0B0.47%
61
GMGENERAL MTRS CO
1,295,592$74.4B0.47%
62
LYBLYONDELLBASELL INDUSTRIES N
712,361$74.1B0.46%
63
USBUS BANCORP DEL
1,327,919$73.4B0.46%
64
MCDMCDONALDS CORP
319,992$71.7B0.45%
65
SUSUNCOR ENERGY INC NEW
3,388,060$70.8B0.44%
66
RDS/AROYAL DUTCH SHELL PLC
1,783,545$69.9B0.44%
67
FOXAFOX CORP
1,933,224$69.8B0.44%
68
PYPLPAYPAL HLDGS INC
286,210$69.5B0.44%
69
COFCAPITAL ONE FINL CORP
542,386$69.0B0.43%
70
NOCNORTHROP GRUMMAN CORP
212,440$68.8B0.43%
71
R6C2ROYAL DUTCH SHELL PLC
1,840,676$67.8B0.43%
72
CHTRCHARTER COMMUNICATIONS INC N
109,700$67.7B0.42%Call
73
ADSKAUTODESK INC
241,424$66.9B0.42%
74
DVNDEVON ENERGY CORP NEW
2,975,229$65.0B0.41%
75
SHCSOTERA HEALTH CO
2,557,321$63.8B0.40%
76
KURAKURA ONCOLOGY INC
2,241,352$63.4B0.40%
77
IRINGERSOLL RAND INC
1,271,177$62.6B0.39%
78
MAMASTERCARD INCORPORATED
175,228$62.4B0.39%
79
SHOPSHOPIFY INC
54,879$60.7B0.38%
80
IM8NINSMED INC
1,777,613$60.5B0.38%
81
DHID R HORTON INC
679,254$60.5B0.38%
82
DISDISNEY WALT CO
326,516$60.2B0.38%
83
ARNAEURARENA PHARMACEUTICALS INC
854,264$59.3B0.37%
84
PPD INC
1,564,010$59.2B0.37%
85
OSH3EUROAK STR HEALTH INC
1,083,718$58.8B0.37%
86
DGDOLLAR GEN CORP NEW
289,407$58.6B0.37%
87
AZNASTRAZENECA PLC
1,169,181$58.1B0.36%
88
FITBFIFTH THIRD BANCORP
1,551,641$58.1B0.36%
89
DELLDELL TECHNOLOGIES INC
656,505$57.9B0.36%
90
TTTRANE TECHNOLOGIES PLC
345,312$57.2B0.36%
91
RJFRAYMOND JAMES FINL INC
462,338$56.7B0.36%
92
RSGREPUBLIC SVCS INC
569,526$56.6B0.35%
93
APTVAPTIV PLC
404,543$55.8B0.35%
94
FANGDIAMONDBACK ENERGY INC
736,395$54.1B0.34%
95
GPNGLOBAL PMTS INC
267,988$54.0B0.34%
96
HSYHERSHEY CO
341,186$54.0B0.34%
97
NTLAINTELLIA THERAPEUTICS INC
666,012$53.5B0.34%Call
98
XRAYDENTSPLY SIRONA INC
832,380$53.1B0.33%
99
SPGSIMON PPTY GROUP INC NEW
464,356$52.8B0.33%
100
ALVAUTOLIV INC
567,729$52.7B0.33%
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