OCCUDO QUANTITATIVE STRATEGIES LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$1.3B

Holdings

1,134

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (1,134 positions)

#StockSharesValue% PortfolioType
1
DDOGDATADOG INC
80,046$7.1M0.55%
2
AKAMAKAMAI TECHNOLOGIES INC
86,957$7.0M0.54%
3
SPOTSPOTIFY TECHNOLOGY S A
80,608$7.0M0.54%
4
ICEINTERCONTINENTAL EXCHANGE IN
76,520$6.9M0.54%
5
EWEDWARDS LIFESCIENCES CORP
83,097$6.9M0.53%
6
XRAYDENTSPLY SIRONA INC
240,137$6.8M0.53%
7
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
118,024$6.8M0.53%
8
CSCOCISCO SYS INC
169,329$6.8M0.53%
9
COSTCOSTCO WHSL CORP NEW
14,337$6.8M0.53%
10
AFWALIGN TECHNOLOGY INC
32,677$6.8M0.53%
11
QRVOQORVO INC
84,675$6.7M0.52%
12
CBCHUBB LIMITED
36,908$6.7M0.52%
13
PGRPROGRESSIVE CORP
57,741$6.7M0.52%
14
FFIVF5 INC
45,368$6.6M0.51%
15
DOCUDOCUSIGN INC
119,158$6.4M0.50%
16
MMM3M CO
57,430$6.3M0.49%
17
WMSADVANCED DRAIN SYS INC DEL
49,069$6.1M0.47%
18
TRUTRANSUNION
100,043$6.0M0.46%
19
CINFCINCINNATI FINL CORP
66,296$5.9M0.46%
20
ADBEADOBE SYSTEMS INCORPORATED
21,302$5.9M0.46%
21
NVDANVIDIA CORPORATION
47,215$5.7M0.45%
22
AMEAMETEK INC
50,017$5.7M0.44%
23
COOCOOPER COS INC
21,372$5.6M0.44%
24
ACNACCENTURE PLC IRELAND
21,646$5.6M0.43%
25
UAAUNDER ARMOUR INC
826,790$5.5M0.43%
26
EVHEVOLENT HEALTH INC
152,326$5.5M0.43%
27
TERTERADYNE INC
72,784$5.5M0.43%
28
RHIROBERT HALF INTL INC
70,517$5.4M0.42%
29
HUNHUNTSMAN CORP
218,728$5.4M0.42%
30
CMCSACOMCAST CORP NEW
179,731$5.3M0.41%
31
ZSZSCALER INC
31,910$5.2M0.41%
32
PCTYPAYLOCITY HLDG CORP
20,997$5.1M0.39%
33
PGPROCTER AND GAMBLE CO
40,053$5.1M0.39%
34
CFGCITIZENS FINL GROUP INC
144,136$5.0M0.38%
35
POOLPOOL CORP
15,472$4.9M0.38%
36
SMTCSEMTECH CORP
167,306$4.9M0.38%
37
HUBSHUBSPOT INC
17,815$4.8M0.37%
38
CELHCELSIUS HLDGS INC
52,193$4.7M0.37%
39
ISRGINTUITIVE SURGICAL INC
25,226$4.7M0.37%
40
SSNCSS&C TECHNOLOGIES HLDGS INC
98,062$4.7M0.36%
41
ENPHENPHASE ENERGY INC
16,859$4.7M0.36%
42
CMECME GROUP INC
26,310$4.7M0.36%
43
MSFTMICROSOFT CORP
19,950$4.6M0.36%
44
ADPAUTOMATIC DATA PROCESSING IN
20,494$4.6M0.36%
45
ZBRAZEBRA TECHNOLOGIES CORPORATI
17,603$4.6M0.36%
46
USBUS BANCORP DEL
113,761$4.6M0.36%
47
SPGIS&P GLOBAL INC
14,745$4.5M0.35%
48
PACWUSDPACWEST BANCORP DEL
196,116$4.4M0.34%
49
PRUPRUDENTIAL FINL INC
50,361$4.3M0.34%
50
EFXEQUIFAX INC
25,177$4.3M0.34%
51
CLHCLEAN HARBORS INC
38,424$4.2M0.33%
52
LYVLIVE NATION ENTERTAINMENT IN
55,143$4.2M0.33%
53
SHWSHERWIN WILLIAMS CO
20,311$4.2M0.32%
54
SYNASYNAPTICS INC
41,943$4.2M0.32%
55
CECELANESE CORP DEL
45,535$4.1M0.32%
56
SITESITEONE LANDSCAPE SUPPLY INC
39,187$4.1M0.32%
57
OKTAOKTA INC
71,624$4.1M0.32%
58
GLNGGOLAR LNG LTD
159,593$4.0M0.31%
59
AOSSMITH A O CORP
81,706$4.0M0.31%
60
UAUNDER ARMOUR INC
656,656$3.9M0.30%
61
NKENIKE INC
46,968$3.9M0.30%
62
SWAVUSDSHOCKWAVE MED INC
13,824$3.8M0.30%
63
CEGCONSTELLATION ENERGY CORP
46,196$3.8M0.30%
64
UHSUNIVERSAL HLTH SVCS INC
43,559$3.8M0.30%
65
TDOCTELADOC HEALTH INC
151,215$3.8M0.30%
66
HAINHAIN CELESTIAL GROUP INC
224,901$3.8M0.29%
67
WDCWESTERN DIGITAL CORP.
115,669$3.8M0.29%
68
NTRNUTRIEN LTD
44,630$3.7M0.29%
69
TREXTREX CO INC
84,657$3.7M0.29%
70
NFENEW FORTRESS ENERGY INC
83,613$3.7M0.28%
71
WWAYFAIR INC
112,124$3.6M0.28%
72
WSTWEST PHARMACEUTICAL SVSC INC
14,825$3.6M0.28%
73
SRPTSAREPTA THERAPEUTICS INC
32,976$3.6M0.28%
74
MCOMOODYS CORP
14,957$3.6M0.28%
75
NTAPNETAPP INC
58,463$3.6M0.28%
76
IARTINTEGRA LIFESCIENCES HLDGS C
84,848$3.6M0.28%
77
ROPROPER TECHNOLOGIES INC
9,869$3.5M0.28%
78
FASTFASTENAL CO
76,542$3.5M0.27%
79
SHOOMADDEN STEVEN LTD
131,652$3.5M0.27%
80
FSLRFIRST SOLAR INC
26,031$3.4M0.27%
81
LRCXEURLAM RESEARCH CORP
9,395$3.4M0.27%
82
SSDSIMPSON MFG INC
43,805$3.4M0.27%
83
MDBMONGODB INC
17,219$3.4M0.27%
84
LMTLOCKHEED MARTIN CORP
8,798$3.4M0.26%
85
CRKCOMSTOCK RES INC
195,828$3.4M0.26%
86
FBINFORTUNE BRANDS HOME & SEC IN
62,794$3.4M0.26%
87
SITMSITIME CORP
42,758$3.4M0.26%
88
BLKCHFBLACKROCK INC
6,106$3.4M0.26%
89
TFCTRUIST FINL CORP
76,294$3.3M0.26%
90
AEEAMEREN CORP
41,201$3.3M0.26%
91
BROBROWN & BROWN INC
54,655$3.3M0.26%
92
FRONTLINE LTD
302,358$3.3M0.26%
93
AZEKAZEK CO INC
193,395$3.2M0.25%
94
VLYVALLEY NATL BANCORP
296,803$3.2M0.25%
95
ARRYARRAY TECHNOLOGIES INC
192,114$3.2M0.25%
96
PSTGPURE STORAGE INC
116,127$3.2M0.25%
97
HEIHEICO CORP NEW
22,069$3.2M0.25%
98
FSLYFASTLY INC
346,671$3.2M0.25%
99
ALKSALKERMES PLC
141,467$3.2M0.25%
100
EXECHESAPEAKE ENERGY CORP
33,525$3.2M0.25%
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