PICTON MAHONEY ASSET MANAGEMENT Q1 2020 Filing
Filed May 6, 2020
Portfolio Value
$1.8B
Holdings
284
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (284 positions)
| Stock | Value |
|---|---|
—BARCLAYS BK PLC | $347.9M |
—MONOCLE ACQUISITION CORP | $90.0M |
—CF FIN ACQUISITION CORP | $81.0M |
—AMCI ACQUISITION CORP | $61.0M |
MSFTMICROSOFT CORP | $59.6M |
—ACAMAR PARTNERS ACQSITION CO | $49.0M |
AMZNAMAZON COM INC | $46.2M |
—ANDINA ACQUISITION CORP III | $44.0M |
—LEGACY ACQUISITION CORP | $37.0M |
—MUDRICK CAP ACQUISITION CORP | $35.0M |
GOOGLALPHABET INC | $32.8M |
AAPLAPPLE INC | $30.1M |
MAMASTERCARD INC | $28.4M |
ISRGINTUITIVE SURGICAL INC | $28.3M |
VRTXVERTEX PHARMACEUTICALS INC | $28.0M |
PYPLPAYPAL HLDGS INC | $27.8M |
—GORDON POINTE ACQUISITION CO | $26.0M |
ZTSZOETIS INC | $23.1M |
—ANDINA ACQUISITION CORP III | $22.0M |
—ALBERTON ACQUISITION CORP | $22.0M |
METAFACEBOOK INC | $20.6M |
BMYBRISTOL-MYERS SQUIBB CO | $20.4M |
NVDANVIDIA CORP | $20.4M |
NEENEXTERA ENERGY INC | $19.4M |
SUISUN CMNTYS INC | $17.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.6M |
MDLZMONDELEZ INTL INC | $17.5M |
AGNALLERGAN PLC | $17.0M |
LHXL3HARRIS TECHNOLOGIES INC | $17.0M |
DISDISNEY WALT CO | $16.4M |
AMDADVANCED MICRO DEVICES INC | $15.9M |
CSGPCOSTAR GROUP INC | $15.9M |
JPMJPMORGAN CHASE AND CO | $15.5M |
MDTMEDTRONIC PLC | $15.2M |
PGRPROGRESSIVE CORP OHIO | $14.2M |
SPGIS AND P GLOBAL INC | $13.7M |
TIFEURTIFFANY AND CO NEW | $13.6M |
ROPROPER TECHNOLOGIES INC | $13.5M |
RNGRINGCENTRAL INC | $13.0M |
NSCNORFOLK SOUTHERN CORP | $12.8M |
NOWSERVICENOW INC | $12.6M |
PGPROCTER AND GAMBLE CO | $12.2M |
AONAON PLC | $12.1M |
UNHUNITEDHEALTH GROUP INC | $11.6M |
COLDAMERICOLD RLTY TR | $11.4M |
BXBLACKSTONE GROUP INC | $11.1M |
DOVDOVER CORP | $10.6M |
—TUSCAN HOLDINGS CORP | $10.5M |
KOCOCA COLA CO | $10.3M |
ATVIEURACTIVISION BLIZZARD INC | $10.2M |
LULULULULEMON ATHLETICA INC | $10.1M |
BIIBBIOGEN INC | $10.1M |
TSNTYSON FOODS INC | $9.9M |
DC4DEXCOM INC | $9.8M |
TTTRANE TECHNOLOGIES PLC | $9.7M |
TWTRADEWEB MKTS INC | $9.5M |
LMEURLEGG MASON INC | $9.4M |
SBUXSTARBUCKS CORP | $9.4M |
HONHONEYWELL INTL INC | $9.4M |
HAEHAEMONETICS CORP | $9.3M |
ADBEADOBE INC | $9.1M |
PINSPINTEREST INC | $9.0M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $8.6M |
BACVERIZON COMMUNICATIONS INC | $8.6M |
GSGOLDMAN SACHS GROUP INC | $8.2M |
AMTTD AMERITRADE HLDG CORP | $8.2M |
BURLBURLINGTON STORES INC | $8.2M |
MTCHEURMATCH GROUP INC | $8.1M |
FRCBFIRST REP BK SAN FRANCISCO C | $7.8M |
—STABLE RD ACQUISITION CORP | $7.5M |
LPLALPL FINL HLDGS INC | $7.5M |
BALLBALL CORP | $7.3M |
SNPSSYNOPSYS INC | $7.2M |
LRCXEURLAM RESEARCH CORP | $7.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $7.0M |
DEDEERE AND CO | $7.0M |
BABAALIBABA GROUP HLDG LTD | $6.9M |
HEIHEICO CORP NEW | $6.8M |
—MERIDA MERGER CORP I | $6.7M |
—FAR PT ACQUISITION CORP | $6.6M |
MSIMOTOROLA SOLUTIONS INC | $6.4M |
BACBK OF AMERICA CORP | $6.4M |
APDAIR PRODS AND CHEMS INC | $6.3M |
WBC1EURWABCO HLDGS INC | $6.3M |
LKQ1LKQ CORP | $6.3M |
RSRELIANCE STEEL AND ALUMINUM CO | $6.3M |
—CYPRESS SEMICONDUCTOR CORP | $6.1M |
ETRAE TRADE FINANCIAL CORP | $6.0M |
—ALBERTON ACQUISITION CORP | $6.0M |
CPRTCOPART INC | $6.0M |
FAFFIRST AMERN FINL CORP | $6.0M |
—LEO HOLDINGS CORP | $5.9M |
GSHDGOOSEHEAD INS INC | $5.8M |
FISFIDELITY NATL INFORMATION SV | $5.6M |
SBACSBA COMMUNICATIONS CORP NEW | $5.5M |
—TAUBMAN CTRS INC | $5.5M |
—OPES ACQUISITION CORP | $5.0M |
—HAYMAKER ACQUISITION CORP II | $5.0M |
—OSPREY TECHNLGY AQUISTION CO | $4.9M |
APOEURAPOLLO GLOBAL MGMT INC | $4.8M |
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