Holocene Advisors, LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$47.6B

Holdings

725

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (725 positions)

StockValue
FT2FIRST HORIZON CORPORATION
$52.0M
DNLIDENALI THERAPEUTICS INC
$52.0M
AMGNAMGEN INC
$51.0M
BGBUNGE GLOBAL SA
$51.0M
RBLXROBLOX CORP
$51.0M
PTENPATTERSON-UTI ENERGY INC
$50.0M
DECKDECKERS OUTDOOR CORP
$50.0M
CMECME GROUP INC
$49.0M
DASHDOORDASH INC
$48.0M
KVUEKENVUE INC
$48.0M
HSICHENRY SCHEIN INC
$48.0M
TECK/BTECK RESOURCES LTD
$47.0M
SUSUNCOR ENERGY INC NEW
$47.0M
APPAPPLOVIN CORP
$46.0M
LITELUMENTUM HLDGS INC
$44.0M
EQREQUITY RESIDENTIAL
$44.0M
DTMDT MIDSTREAM INC
$44.0M
PANWPALO ALTO NETWORKS INC
$44.0M
FTNTFORTINET INC
$44.0M
HSYHERSHEY CO
$42.0M
FITBFIFTH THIRD BANCORP
$42.0M
MNSTMONSTER BEVERAGE CORP NEW
$42.0M
EHCENCOMPASS HEALTH CORP
$42.0M
COGTCOGENT BIOSCIENCES INC
$41.0M
TFXTELEFLEX INCORPORATED
$41.0M
SSFSENSIENT TECHNOLOGIES CORP
$41.0M
EPRTESSENTIAL PPTYS RLTY TR INC
$40.0M
RBRKRUBRIK INC.
$40.0M
MLB1MERCADOLIBRE INC
$40.0M
SESEA LTD
$40.0M
FICOFAIR ISAAC CORP
$39.0M
SNSHARKNINJA INC
$38.0M
GLPIGAMING & LEISURE PPTYS INC
$38.0M
MRSHMARSH & MCLENNAN COS INC
$38.0M
WAYWAYSTAR HLDG CORP
$38.0M
MKTXMARKETAXESS HLDGS INC
$38.0M
ARESARES MANAGEMENT CORPORATION
$38.0M
MTCHMATCH GROUP INC NEW
$38.0M
DARDARLING INGREDIENTS INC
$38.0M
SNAPSNAP INC
$37.0M
BROSDUTCH BROS INC
$37.0M
WF2WINTRUST FINL CORP
$36.0M
WSTWEST PHARMACEUTICAL SVSC INC
$35.0M
STEPSTEPSTONE GROUP INC
$35.0M
NTNXNUTANIX INC
$34.0M
ABVXABIVAX SA
$34.0M
CAVACAVA GROUP INC
$34.0M
TPGTPG INC
$33.0M
ADPAUTOMATIC DATA PROCESSING IN
$33.0M
AAALCOA CORP
$33.0M
MCXMCCORMICK & CO INC
$33.0M
BLKBLACKROCK INC
$33.0M
WWDWOODWARD INC
$33.0M
LBRTLIBERTY ENERGY INC
$31.0M
SUNCSUNOCOCORP LLC
$31.0M
IDXXIDEXX LABS INC
$30.0M
BACBANK AMERICA CORP
$30.0M
JLLJONES LANG LASALLE INC
$30.0M
SSBSOUTHSTATE BK CORP
$30.0M
ICLRICON PLC
$29.0M
HBANHUNTINGTON BANCSHARES INC
$28.0M
EMNEASTMAN CHEM CO
$28.0M
FUTUFUTU HLDGS LTD
$27.0M
ADCAGREE RLTY CORP
$27.0M
LRCXLAM RESEARCH CORP
$27.0M
HWMHOWMET AEROSPACE INC
$26.0M
TSCOTRACTOR SUPPLY CO
$26.0M
ALAIR LEASE CORP
$25.0M
DHID R HORTON INC
$25.0M
IBNICICI BANK LIMITED
$25.0M
SWKSTANLEY BLACK & DECKER INC
$25.0M
HDBHDFC BANK LTD
$25.0M
MDLNMEDLINE INC
$24.0M
MRVLMARVELL TECHNOLOGY INC
$22.0M
JKHYHENRY JACK & ASSOC INC
$22.0M
MCKMCKESSON CORP
$22.0M
RHPRYMAN HOSPITALITY PPTYS INC
$22.0M
AMATAPPLIED MATLS INC
$21.0M
TRVTRAVELERS COMPANIES INC
$21.0M
ELLAUDER ESTEE COS INC
$21.0M
TRIPTRIPADVISOR INC
$20.0M
ITTITT INC
$20.0M
DAYDAYFORCE INC
$20.0M
WOOFPETCO HEALTH & WELLNESS CO I
$20.0M
XLFISELECT SECTOR SPDR TR
$19.0M
KLARKLARNA GROUP PLC
$19.0M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$18.0M
PTGXPROTAGONIST THERAPEUTICS INC
$18.0M
AMHAMERICAN HOMES 4 RENT
$18.0M
FTAIFTAI AVIATION LTD
$18.0M
NEMNEWMONT CORP
$18.0M
CPBTHE CAMPBELLS COMPANY
$17.0M
RACEFERRARI N V
$17.0M
PSTGPURE STORAGE INC
$17.0M
FWONALIBERTY MEDIA CORP DEL
$16.0M
IRTINDEPENDENCE RLTY TR INC
$16.0M
CPAYCORPAY INC
$16.0M
SPHRSPHERE ENTERTAINMENT CO
$16.0M
LIONLIONSGATE STUDIOS CORP
$16.0M
GLIBKGCI LIBERTY INC
$15.0M
PreviousPage 3 of 8Next