Fund Universe

Greenland Capital Management LP

CIK 0001896430 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.029
AUM ($M)
529
Positions
237
Turnover
0.41
Top-10 wt
30%
Herfindahl
0.016
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 309 positions · portfolio value $529M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
EA funds › ELECTRONIC ARTS INC TRIM 5.1% -0.4% 27.2 132,554 -3,339 4
NSC funds › NORFOLK SOUTHN CORP TRIM 4.9% -1.1% 26.2 83,140 -22,695 5
XHB funds › SPDR SERIES TRUST NEW 3.3% +3.3% 17.3 150,000 +150,000 1
CUSIP:767292AB1 funds › RIOT PLATFORMS INC HOLD 3.0% +1.2% 16.1 8,000,000 +0 3
LQDA funds › LIQUIDIA CORPORATION ADD 2.6% +1.5% 13.7 172,000 +22,000 5
D funds › DOMINION ENERGY INC ADD 2.5% +0.3% 13.2 193,710 +17,139 4
ETR funds › ENTERGY CORP NEW TRIM 2.4% -0.1% 12.9 112,146 -2,132 5
STRK funds › STRATEGY INC ADD 2.2% +1.1% 11.4 193,480 +121,799 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 2.0% +0.6% 10.5 76,954 +25,477 4
ED funds › CONSOLIDATED EDISON INC NEW 2.0% +2.0% 10.5 94,950 +94,950 1
ITB funds › ISHARES TR NEW 2.0% +2.0% 10.4 100,000 +100,000 1
PPL funds › PPL CORP TRIM 1.9% -0.3% 10.2 281,789 -6,389 2
CTRE funds › CARETRUST REIT INC ADD 1.8% +0.4% 9.7 240,000 +46,000 4
AHR funds › AMERICAN HEALTHCARE REIT INC ADD 1.8% +0.9% 9.6 185,000 +90,000 5
ARI funds › APOLLO COML REAL ESTATE FIN NEW 1.7% +1.7% 9.2 865,000 +865,000 1
LNT funds › ALLIANT ENERGY CORP TRIM 1.6% -1.2% 8.4 110,522 -81,952 5
EVRG funds › EVERGY INC ADD 1.6% +1.3% 8.2 95,220 +78,500 5
AMZN funds › AMAZON COM INC TRIM 1.5% -0.8% 8.2 34,374 -21,074 5
BRSP funds › BRIGHTSPIRE CAPITAL INC TRIM 1.5% -0.2% 7.9 1,455,000 -60,000 5
OHI funds › OMEGA HEALTHCARE INVS INC TRIM 1.5% -0.4% 7.9 165,000 -47,600 5
SRE funds › SEMPRA NEW 1.4% +1.4% 7.2 78,150 +78,150 1
XIFR funds › XPLR INFRASTRUCTURE LP TRIM 1.3% -1.1% 7.0 592,722 -550,810 4
CUSIP:594972AL5 funds › STRATEGY INC ADD 1.3% +0.5% 6.9 7,500,000 +3,500,000 5
XEL funds › XCEL ENERGY INC NEW 1.3% +1.3% 6.9 86,371 +86,371 1
RGTIW funds › RIGETTI COMPutING INC HOLD 1.3% +0.5% 6.8 750,000 +0 5
PEN funds › PENUMBRA INC HOLD 1.2% -0.1% 6.2 19,750 +0 2
AQN funds › ALGONQUIN POWER & UTILITIES ADD 1.1% -0.0% 5.7 975,010 +46,020 4
FE funds › FIRSTENERGY CORP NEW 1.1% +1.1% 5.6 118,606 +118,606 1
DLR funds › DIGITAL RLTY TR INC NEW 1.0% +1.0% 5.3 29,451 +29,451 1
RSG funds › REPUBLIC SVCS INC NEW 1.0% +1.0% 5.3 24,660 +24,660 1
CUSIP:594972AQ4 funds › STRATEGY INC HOLD 1.0% -0.1% 5.1 5,000,000 +0 3
OGS funds › ONE GAS INC ADD 0.9% +0.6% 4.6 60,070 +43,074 5
ECHO funds › ECHOSTAR CORP ADD 0.8% +0.7% 4.2 41,000 +39,000 2
GOOG funds › ALPHABET INC ADD 0.7% +0.4% 3.9 10,965 +5,948 4
KVUE funds › KENVUE INC HOLD 0.7% +0.0% 3.8 201,087 +0 3
LBRDK funds › LIBERTY BROADBAND CORP ADD 0.7% -0.2% 3.8 113,872 +24,184 5
FTS funds › FORTIS INC TRIM 0.7% -0.1% 3.8 65,500 -3,040 5
OGE funds › OGE ENERGY CORP ADD 0.7% +0.4% 3.6 74,700 +48,700 2
WBD funds › WARNER BROS DISCOVERY INC TRIM 0.6% -0.1% 3.4 127,000 -8,428 4
JLL funds › JONES LANG LASALLE INC ADD 0.6% +0.4% 3.3 10,700 +7,600 2
BATRK funds › ATLANTA BRAVES HLDGS INC TRIM 0.6% -0.0% 3.0 58,750 -10,802 5
NMRK funds › NEWMARK GROUP INC ADD 0.5% +0.0% 2.8 182,000 +22,000 5
TEVA funds › TEVA PHARMACEUTICAL INDS LTD TRIM 0.5% -0.1% 2.7 80,000 -27,500 4
TMUS funds › T-MOBILE US INC TRIM 0.5% -0.8% 2.7 16,086 -13,975 4
IVT funds › INVENTRUST PPTYS CORP ADD 0.5% +0.2% 2.7 75,000 +27,000 4
SUI funds › SUN CMNTYS INC HOLD 0.5% -0.1% 2.6 22,000 +0 5
RVMD funds › REVOLUTION MEDICINES INC ADD 0.5% +0.2% 2.6 14,000 +568 2
BXP funds › BXP INC NEW 0.5% +0.5% 2.6 38,980 +38,980 1
SR funds › SPIRE INC ADD 0.5% +0.4% 2.6 32,910 +27,260 2
EMA funds › EMERA INC NEW 0.5% +0.5% 2.6 48,310 +48,310 1
NVDA funds › NVIDIA CORPORATION TRIM 0.5% -0.1% 2.5 12,672 -4,770 2
INFQWS funds › INFLEQTION INC ADD 0.5% +0.3% 2.5 362,435 +144,287 2
SBAC funds › SBA COMMUNICATIONS CORP NEW 0.4% +0.4% 2.3 13,000 +13,000 1
AES funds › AES CORP HOLD Common Stock 0.4% -0.0% 2.2 153,233 +0 3
BULLW funds › WEBULL CORP ADD 0.4% +0.1% 2.2 1,158,725 +2,912 5
V funds › VISA INC TRIM 0.4% -0.4% 2.2 6,449 -6,731 4
MSTR funds › STRATEGY INC NEW 0.4% +0.4% 2.2 25,426 +25,426 1
CUSIP:98421MAE6 funds › XEROX HOLDINGS CORP NEW 0.4% +0.4% 2.2 6,000,000 +6,000,000 1
CURB funds › CURBLINE PPTYS CORP ADD 0.4% +0.4% 2.2 71,150 +61,150 2
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.4% -0.3% 2.1 4,432 -5,959 5
PSA funds › PUBLIC STORAGE ADD 0.4% +0.3% 2.1 6,600 +4,950 2
ABVX funds › ABIVAX SA ADD 0.4% +0.3% 2.0 15,000 +10,000 4
GTLS funds › CHART INDS INC HOLD 0.4% -0.0% 2.0 9,429 +0 4
CUSIP:565788AH9 funds › MARA HOLDINGS INC HOLD 0.4% -0.0% 1.9 2,000,000 +0 3
AIV funds › APARTMENT INVT & MGMT CO TRIM 0.4% -0.2% 1.9 650,000 -15,200 4
NTST funds › NETSTREIT CORP TRIM 0.4% -0.1% 1.9 90,000 -20,000 5
CORZW funds › CORE SCIENTIFIC INC NEW TRIM 0.4% +0.2% 1.9 100,495 -8,769 2
MCO funds › MOODYS CORP TRIM 0.3% -0.1% 1.8 4,060 -950 2
CUSIP:09940T118 funds › BOOST RUN INC NEW 0.3% +0.3% 1.8 67,379 +67,379 1
APH funds › AMPHENOL CORP ADD 0.3% +0.1% 1.8 10,289 +2,439 3
ADI funds › ANALOG DEVICES INC TRIM 0.3% -0.3% 1.8 4,536 -6,194 3
MELI funds › MERCADOLIBRE INC TRIM 0.3% -0.4% 1.6 970 -1,060 5
BULL funds › WEBULL CORP TRIM 0.3% -0.1% 1.6 250,000 -150,000 2
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.3% +0.3% 1.6 3,900 +3,900 1
KRE funds › SPDR SERIES TRUST NEW 0.3% +0.3% 1.6 21,418 +21,418 1
CUBE funds › CUBESMART TRIM 0.3% -0.3% 1.6 40,000 -40,000 5
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.3% +0.3% 1.5 6,887 +6,887 1
FERG funds › FERGUSON ENTERPRISES INC NEW 0.3% +0.3% 1.5 6,242 +6,242 1
KYIVW funds › KYIVSTAR GROUP LTD ADD 0.3% +0.1% 1.5 227,729 +5,258 2
ACA funds › ARCOSA INC NEW 0.3% +0.3% 1.5 10,000 +10,000 1
ROKU funds › ROKU INC TRIM 0.3% -0.0% 1.4 10,000 -5,332 4
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.2% +0.2% 1.3 1,354 +1,354 1
COF funds › CAPITAL ONE FINL CORP ADD 0.2% +0.0% 1.3 6,500 +200 3
SLAB funds › SILICON LABORATORIES INC HOLD 0.2% -0.0% 1.3 5,931 +0 2
FDUS funds › FIDUS INVT CORP ADD 0.2% +0.0% 1.3 67,000 +9,000 5
AAPL funds › APPLE INC TRIM 0.2% -0.0% 1.2 4,313 -1,279 3
BN funds › BROOKFIELD CORP TRIM 0.2% -0.0% 1.2 29,150 -3,850 4
AON funds › AON PLC TRIM 0.2% -0.0% 1.2 3,650 -675 3
DTE funds › DTE ENERGY CO NEW 0.2% +0.2% 1.2 7,940 +7,940 1
CSCO funds › CISCO SYS INC TRIM 0.2% -0.0% 1.2 10,112 -6,347 2
CRH funds › CRH PLC NEW 0.2% +0.2% 1.2 11,011 +11,011 1
LLYVK funds › LIBERTY LIVE HOLDINGS INC NEW 0.2% +0.2% 1.2 11,008 +11,008 1
HRI funds › HERC HLDGS INC NEW 0.2% +0.2% 1.1 8,000 +8,000 1
BMRN funds › BIOMARIN PHARMACEUTICAL INC ADD 0.2% +0.0% 1.1 20,000 +1,900 2
AVT funds › AVNET INC TRIM 0.2% -0.1% 1.1 12,613 -9,525 2
PINS funds › PINTEREST INC NEW 0.2% +0.2% 1.1 52,842 +52,842 1
XLV funds › SELECT SECTOR SPDR TR NEW 0.2% +0.2% 1.1 7,000 +7,000 1
ABNB funds › AIRBNB INC TRIM 0.2% -0.4% 1.1 7,638 -16,604 4
TAC funds › TRANSALTA CORP NEW 0.2% +0.2% 1.1 77,990 +77,990 1
JCI funds › JOHNSON CONTROLS INTERNATION TRIM 0.2% +0.0% 1.1 7,250 -150 3
BNL funds › BROADSTONE NET LEASE INC TRIM 0.2% -0.1% 1.0 50,000 -30,000 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.1% 1.0 1,403 +995 2
CPT funds › CAMDEN PPTY TR ADD 0.2% +0.0% 1.0 9,000 +1,000 3
ERIC funds › TELEFONAKTIEBOLAGET LM ERICS NEW 0.2% +0.2% 1.0 89,272 +89,272 1
PCG funds › PG&E CORP ADD 0.2% +0.2% 1.0 59,110 +49,110 4
CDNS funds › CADENCE DESIGN SYSTEM INC TRIM 0.2% -0.3% 1.0 2,625 -5,780 3
AGNC funds › AGNC INVT CORP ADD REIT 0.2% +0.0% 1.0 90,000 +2,900 2
VST funds › VISTRA CORP NEW 0.2% +0.2% 1.0 6,060 +6,060 1
FDMT funds › 4D MOLECULAR THERAPEUTICS IN NEW 0.2% +0.2% 1.0 72,257 +72,257 1
NTAP funds › NETAPP INC NEW 0.2% +0.2% 0.9 6,116 +6,116 1
LEG funds › LEGGETT & PLATT INC NEW 0.2% +0.2% 0.9 78,951 +78,951 1
JBL funds › JABIL INC TRIM 0.2% -0.0% 0.9 2,395 -1,060 2
VRDN funds › VIRIDIAN THERAPEUTICS INC TRIM 0.2% -0.0% 0.9 50,000 -5,000 2
BAM funds › BROOKFIELD ASSET MANAGMT LTD HOLD 0.2% -0.0% 0.9 20,000 +0 5
NU funds › NU HLDGS LTD TRIM 0.2% -0.0% 0.9 67,000 -3,000 3
DEI funds › DOUGLAS EMMETT INC ADD 0.2% +0.1% 0.9 75,000 +25,000 3
NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD 0.2% +0.0% 0.9 39,000 +9,000 2
SHO funds › SUNSTONE HOTEL INVS INC NEW HOLD 0.2% +0.0% 0.9 75,000 +0 5
GTLB funds › GITLAB INC NEW 0.2% +0.2% 0.9 27,908 +27,908 1
NXST funds › NEXSTAR MEDIA GROUP INC TRIM 0.2% -0.0% 0.8 4,708 -196 5
JKHY funds › HENRY JACK & ASSOC INC NEW 0.2% +0.2% 0.8 6,084 +6,084 1
TXN funds › TEXAS INSTRS INC NEW 0.2% +0.2% 0.8 2,809 +2,809 1
MAIN funds › MAIN STR CAP CORP ADD 0.2% +0.0% 0.8 16,000 +5,200 3
MSFT funds › MICROSOFT CORP TRIM 0.2% -0.0% 0.8 2,225 -300 5
ST funds › SENSATA TECHNOLOGIES HLDG PL NEW 0.2% +0.2% 0.8 17,306 +17,306 1
ASML funds › ASML HLDG NV NEW 0.2% +0.2% 0.8 410 +410 1
MLYS funds › MINERALYS THERAPEUTICS INC TRIM 0.2% -0.2% 0.8 30,000 -27,500 5
AVGO funds › BROADCOM INC TRIM 0.2% -0.2% 0.8 2,117 -4,001 5
EXPE funds › EXPEDIA GROUP INC TRIM 0.1% -0.1% 0.8 3,060 -2,915 3
NXPI funds › NXP SEMICONDUCTORS N V TRIM 0.1% -0.1% 0.8 2,706 -3,000 3
ARES funds › ARES MANAGEMENT CORPORATION ADD 0.1% +0.0% 0.8 6,800 +2,350 3
RKT funds › ROCKET COS INC ADD 0.1% +0.1% 0.8 48,000 +22,000 4
KGS funds › KODIAK GAS SVCS INC NEW 0.1% +0.1% 0.8 10,000 +10,000 1
CPNG funds › COUPANG INC TRIM 0.1% -0.0% 0.7 42,500 -3,550 2
FLEX funds › FLEX LTD NEW 0.1% +0.1% 0.7 4,524 +4,524 1
ANET funds › ARISTA NETWORKS INC NEW 0.1% +0.1% 0.7 4,085 +4,085 1
MTSI funds › MACOM TECH SOLUTIONS HLDGS I NEW 0.1% +0.1% 0.7 1,814 +1,814 1
CSWC funds › CAPITAL SOUTHWEST CORP ADD 0.1% +0.0% 0.7 29,000 +3,000 2
BHVN funds › BIOHAVEN LTD ADD 0.1% +0.1% 0.7 46,000 +4,800 2
GFS funds › GLOBALFOUNDRIES INC NEW 0.1% +0.1% 0.7 8,282 +8,282 1
AMAT funds › APPLIED MATLS INC TRIM 0.1% -0.2% 0.7 944 -4,369 2
SMH funds › VANECK ETF TRUST NEW 0.1% +0.1% 0.7 1,034 +1,034 1
NOK funds › NOKIA CORP NEW 0.1% +0.1% 0.7 50,062 +50,062 1
LRCX funds › LAM RESEARCH CORP TRIM 0.1% -0.2% 0.7 1,508 -5,843 4
STM funds › STMICROELECTRONICS N V TRIM 0.1% -0.2% 0.7 8,723 -41,249 2
KLAC funds › KLA CORP NEW 0.1% +0.1% 0.7 2,155 +2,155 1
MPWR funds › MONOLITHIC PWR SYS INC TRIM 0.1% -0.2% 0.6 469 -1,166 3
MU funds › MICRON TECHNOLOGY INC TRIM 0.1% -0.2% 0.6 558 -3,815 3
LSCC funds › LATTICE SEMICONDUCTOR CORP NEW 0.1% +0.1% 0.6 4,121 +4,121 1
CVNA funds › CARVANA CO NEW 0.1% +0.1% 0.6 9,509 +9,509 1
BILL funds › BILL HOLDINGS INC NEW 0.1% +0.1% 0.6 16,814 +16,814 1
P funds › EVERPURE INC NEW 0.1% +0.1% 0.6 7,664 +7,664 1
SANM funds › SANMINA CORP NEW 0.1% +0.1% 0.6 2,373 +2,373 1
VRT funds › VERTIV HOLDINGS CO NEW 0.1% +0.1% 0.6 1,785 +1,785 1
DELL funds › DELL TECHNOLOGIES INC NEW 0.1% +0.1% 0.6 1,365 +1,365 1
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% -0.2% 0.6 993 -5,671 3
JAN funds › JANUS LIVING INC NEW 0.1% +0.1% 0.6 20,000 +20,000 1
U funds › UNITY SOFTWARE INC NEW 0.1% +0.1% 0.6 19,892 +19,892 1
GLW funds › CORNING INC TRIM 0.1% -0.2% 0.6 2,208 -8,396 2
CRMLW funds › CRITICAL METALS CORP ADD 0.1% +0.0% 0.6 155,924 +5,404 2
UBER funds › UBER TECHNOLOGIES INC TRIM 0.1% -0.2% 0.6 7,750 -13,739 5
CIEN funds › CIENA CORP TRIM 0.1% -0.1% 0.6 1,139 -1,878 2
APP funds › APPLOVIN CORP NEW 0.1% +0.1% 0.5 1,063 +1,063 1
LNG funds › CHENIERE ENERGY INC TRIM 0.1% -0.1% 0.5 2,240 -607 5
QRVO funds › QORVO INC TRIM 0.1% -0.5% 0.5 5,726 -32,276 2
FN funds › FABRINET NEW 0.1% +0.1% 0.5 950 +950 1
VIAV funds › VIAVI SOLUTIONS INC NEW 0.1% +0.1% 0.5 11,100 +11,100 1
XYZ funds › BLOCK INC NEW 0.1% +0.1% 0.5 6,827 +6,827 1
ELS funds › EQUITY LIFESTYLE PROPERTIES TRIM 0.1% -0.3% 0.5 8,000 -24,000 3
WDC funds › WESTERN DIGITAL CORP TRIM 0.1% -0.0% 0.5 791 -1,022 3
BABA funds › ALIBABA GROUP HLDG LTD NEW 0.1% +0.1% 0.5 5,262 +5,262 1
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.5 3,607 +3,607 1
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.1% +0.0% 0.5 1,661 -2,630 2
COHR funds › COHERENT CORP TRIM 0.1% -0.0% 0.5 1,250 -720 2
SMTC funds › SEMTECH CORP NEW 0.1% +0.1% 0.5 3,028 +3,028 1
SITM funds › SITIME CORP TRIM 0.1% -0.0% 0.5 650 -800 2
RDDT funds › REDDIT INC NEW 0.1% +0.1% 0.5 2,738 +2,738 1
SE funds › SEA LTD TRIM 0.1% -0.1% 0.5 4,932 -6,790 3
HIW funds › HIGHWOODS PPTYS INC HOLD 0.1% +0.0% 0.5 15,000 +0 2
LITE funds › LUMENTUM HLDGS INC TRIM 0.1% -0.1% 0.4 510 -711 2
AMH funds › AMERICAN HOMES 4 RENT TRIM 0.1% -0.0% 0.4 13,000 -6,898 3
AMBA funds › AMBARELLA INC NEW 0.1% +0.1% 0.4 5,051 +5,051 1
AKR funds › ACADIA RLTY TR NEW 0.1% +0.1% 0.4 20,000 +20,000 1
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW 0.1% +0.1% 0.4 1,526 +1,526 1
KDKRW funds › KODIAK AI INC. NEW 0.1% +0.1% 0.4 550,000 +550,000 1
EGP funds › EASTGROUP PPTYS INC NEW 0.1% +0.1% 0.4 2,000 +2,000 1
SNDK funds › SANDISK CORP TRIM 0.1% -0.1% 0.4 177 -1,316 5
VLO funds › VALERO ENERGY CORP NEW 0.1% +0.1% 0.4 1,530 +1,530 1
TER funds › TERADYNE INC NEW 0.1% +0.1% 0.4 819 +819 1
CUSIP:858927106 funds › STELLAR BANCORP INC HOLD 0.1% +0.0% 0.4 10,000 +0 2
KMI funds › KINDER MORGAN INC DEL NEW 0.1% +0.1% 0.4 12,000 +12,000 1
IDA funds › IDACORP INC HOLD 0.1% +0.0% 0.4 2,510 +0 5
BKNG funds › BOOKING HOLDINGS INC NEW 0.1% +0.1% 0.4 2,129 +2,129 1
CUSIP:32054K103 funds › FIRST INDL RLTY TR INC NEW 0.1% +0.1% 0.4 6,000 +6,000 1
HQWWW funds › HORIZON QUANTUM HOLDINGS LTD NEW 0.1% +0.1% 0.4 22,646 +22,646 1
BKH funds › BLACK HILLS CORP TRIM 0.1% -0.1% 0.4 4,790 -10,210 5
FWONK funds › LIBERTY MEDIA CORP DEL NEW 0.1% +0.1% 0.3 3,669 +3,669 1
HLT funds › HILTON WORLDWIDE HLDGS INC TRIM 0.1% -0.1% 0.3 1,000 -1,000 3
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.1% -0.4% 0.3 700 -3,739 4
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.1% -0.1% 0.3 2,260 -2,400 3
IWM funds › ISHARES TR NEW 0.1% +0.1% 0.3 1,000 +1,000 1
ADAM funds › ADAMAS TRUST INC. NEW 0.1% +0.1% 0.3 30,000 +30,000 1
MTCH funds › MATCH GROUP INC NEW NEW 0.1% +0.1% 0.3 7,250 +7,250 1
CUSIP:74102N119 funds › PRESIDIO PRODTN CO ADD 0.1% +0.0% 0.3 199,851 +500 2
AAOI funds › APPLIED OPTOELECTRONICS INC NEW 0.1% +0.1% 0.3 1,846 +1,846 1
APC funds › ARKO PETE CORP HOLD 0.0% -0.0% 0.3 14,000 +0 2
ZIM funds › ZIM INTEGRATED SHIPPING SERV TRIM 0.0% -0.0% 0.3 9,678 -2,163 2
DASH funds › DOORDASH INC NEW 0.0% +0.0% 0.2 1,333 +1,333 1
GSAT funds › GLOBALSTAR INC NEW 0.0% +0.0% 0.2 3,000 +3,000 1
TRP funds › TC ENERGY CORP HOLD 0.0% +0.0% 0.2 3,500 +0 2
TSLX funds › SIXTH STREET SPECIALTY LENDI NEW 0.0% +0.0% 0.2 13,000 +13,000 1
SPY funds › STATE STR SPDR S&P 500 ETF T NEW 0.0% +0.0% 0.2 297 +297 1
DTM funds › DT MIDSTREAM INC HOLD 0.0% +0.0% 0.2 1,500 +0 3
CUSIP:98421M114 funds › XEROX HOLDINGS CORP NEW 0.0% +0.0% 0.2 800,000 +800,000 1
CART funds › MAPLEBEAR INC NEW 0.0% +0.0% 0.2 4,400 +4,400 1
NUCLW funds › EAGLE NUCLEAR ENERGY CORP NEW 0.0% +0.0% 0.1 101,154 +101,154 1
OPTXW funds › SYNTEC OPTICS HLDGS INC HOLD 0.0% +0.0% 0.1 37,500 +0 5
PDM funds › PIEDMONT REALTY TRUST INC TRIM 0.0% -0.0% 0.1 10,000 -5,000 5
VWAVW funds › VISIONWAVE HOLDINGS INC HOLD 0.0% -0.0% 0.1 112,644 +0 2
BDN funds › BRANDYWINE RLTY TR HOLD 0.0% +0.0% 0.1 20,000 +0 2
GCTSWS funds › GCT SEMICONDUCTOR HLDG INC HOLD 0.0% +0.0% 0.1 117,048 +0 5
TVGNW funds › TEVOGEN BIO HLDGS INC HOLD 0.0% +0.0% 0.0 703,029 +0 5
CUSIP:68386H111 funds › OPPFI INC TRIM 0.0% -0.0% 0.0 1,161,725 -10,329 5
PLUG funds › PLUG PWR INC HOLD 0.0% +0.0% 0.0 10,000 +0 5
BAERW funds › BRIDGER AEROSPACE GRP HLDGS HOLD 0.0% -0.0% 0.0 85,546 +0 5
SKYHWS funds › SKY HARBOUR GROUP CORPORATIO HOLD 0.0% -0.0% 0.0 45,648 +0 5
ANNAW funds › ALEANNA INC NEW 0.0% +0.0% 0.0 42,158 +42,158 1
PDYNW funds › PALLADYNE AI CORP HOLD 0.0% -0.0% 0.0 306,565 +0 5
VFSWW funds › VINFAST AUTO LTD HOLD 0.0% -0.0% 0.0 15,199 +0 5
CXAIW funds › CXAPP INC HOLD 0.0% +0.0% 0.0 99,192 +0 5
CUSIP:30049H110 funds › EVOLV TECHNOLOGIES HLDNGS IN HOLD 0.0% -0.0% 0.0 383,530 +0 4
MOBXW funds › MOBIX LABS INC HOLD 0.0% -0.0% 0.0 16,788 +0 5
CUSIP:G9503X111 funds › WALDENCAST PLC HOLD 0.0% +0.0% 0.0 30,799 +0 5
PIIIW funds › P3 HEALTH PARTNERS INC HOLD 0.0% +0.0% 0.0 141,412 +0 5
RNWWW funds › RENEW ENERGY GLOBAL PLC HOLD 0.0% -0.0% 0.0 425,946 +0 5
KIDZW funds › KIDZ AI INC HOLD 0.0% -0.0% 0.0 100,000 +0 5
AERTW funds › AERIES TECHNOLOGY INC HOLD 0.0% +0.0% 0.0 48,600 +0 5
HBM funds › HUDBAY MINERALS INC EXIT 0.0% -0.2% 0.0 0 -50,000 0
CRWV funds › COREWEAVE INC EXIT 0.0% -0.1% 0.0 0 -3,383 0
CUSIP:138103106 funds › CANTALOUPE INC EXIT 0.0% -0.1% 0.0 0 -30,000 0
VECO funds › VEECO INSTRS INC DEL EXIT 0.0% -0.1% 0.0 0 -19,000 0
CE funds › CELANESE CORP DEL EXIT 0.0% -0.3% 0.0 0 -23,000 0
DOW funds › DOW HLDGS INC EXIT 0.0% -0.1% 0.0 0 -14,170 0
CUSIP:594972AU5 funds › STRATEGY INC EXIT 0.0% -3.5% 0.0 0 -20,000,000 0
WTRG funds › ESSENTIAL UTILS INC EXIT 0.0% -0.1% 0.0 0 -16,610 0
VSNT funds › VERSANT MEDIA GROUP INC EXIT 0.0% -0.1% 0.0 0 -15,714 0
CUSIP:594972AS0 funds › STRATEGY INC EXIT 0.0% -0.8% 0.0 0 -5,000,000 0
CMTG funds › CLAROS MTG TR INC EXIT 0.0% -0.0% 0.0 0 -30,000 0
FSLR funds › FIRST SOLAR INC EXIT 0.0% -0.1% 0.0 0 -2,750 0
AVA funds › AVISTA CORP EXIT 0.0% -0.2% 0.0 0 -24,724 0
CZR funds › CAESARS ENTERTAINMENT INC NE EXIT 0.0% -0.0% 0.0 0 -9,000 0
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.2% 0.0 0 -31,388 0
PLD funds › PROLOGIS INC. EXIT 0.0% -0.1% 0.0 0 -5,000 0
MAC funds › MACERICH CO EXIT 0.0% -0.2% 0.0 0 -55,000 0
ET funds › ENERGY TRANSFER L P EXIT 0.0% -0.3% 0.0 0 -65,000 0
BLK funds › BLACKROCK INC EXIT 0.0% -0.1% 0.0 0 -331 0
CUSIP:152309100 funds › CENTESSA PHARMACEUTICALS PLC EXIT 0.0% -0.1% 0.0 0 -15,000 0
CUSIP:09174P113 funds › BITCOIN DEPOT INC EXIT 0.0% -0.0% 0.0 0 -500,000 0
PACS funds › PACS GROUP INC EXIT 0.0% -0.1% 0.0 0 -15,200 0
AN funds › AUTONATION INC EXIT 0.0% -0.3% 0.0 0 -7,884 0
HYG funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -2,700 0
FHN funds › FIRST HORIZON CORPORATION EXIT 0.0% -0.1% 0.0 0 -13,200 0
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -0.1% 0.0 0 -11,407 0
FIS funds › FIDELITY NATL INFORMATION SV EXIT 0.0% -0.4% 0.0 0 -38,901 0
CUSIP:185123106 funds › CLEARWATER ANALYTICS HLDGS I EXIT 0.0% -0.2% 0.0 0 -33,150 0
WCN funds › WASTE CONNECTIONS INC EXIT 0.0% -0.2% 0.0 0 -7,200 0
FTI funds › TECHNIPFMC PLC EXIT 0.0% -0.1% 0.0 0 -5,727 0
CUSIP:594972AJ0 funds › STRATEGY INC EXIT 0.0% -1.2% 0.0 0 -5,000,000 0
CUSIP:436440101 funds › HOLOGIC INC EXIT 0.0% -0.3% 0.0 0 -17,200 0
RSP funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.6% 0.0 0 -14,699 0
BRX funds › BRIXMOR PPTY GROUP INC EXIT 0.0% -0.3% 0.0 0 -47,000 0
STAG funds › STAG INDUSTRIAL INC EXIT 0.0% -0.2% 0.0 0 -30,000 0
STWD funds › STARWOOD PPTY TR INC EXIT 0.0% -0.2% 0.0 0 -56,000 0
CBRE funds › CBRE GROUP INC EXIT 0.0% -0.1% 0.0 0 -3,000 0
XLP funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.5% 0.0 0 -31,610 0
TLN funds › TALEN ENERGY CORP EXIT 0.0% -0.1% 0.0 0 -1,000 0
SBRA funds › SABRA HEALTH CARE REIT INC EXIT 0.0% -0.8% 0.0 0 -205,000 0
MDLN funds › MEDLINE INC EXIT 0.0% -0.2% 0.0 0 -19,195 0
Q funds › QNITY ELECTRONICS INC EXIT 0.0% -0.0% 0.0 0 -1,811 0
LPLA funds › LPL FINL HLDGS INC EXIT 0.0% -0.2% 0.0 0 -2,600 0
AEE funds › AMEREN CORP EXIT 0.0% -2.7% 0.0 0 -120,979 0
CEG funds › CONSTELLATION ENERGY CORP EXIT 0.0% -0.0% 0.0 0 -890 0
PEG funds › PUBLIC SVC ENTERPRISE GROUP EXIT 0.0% -0.3% 0.0 0 -19,990 0
JBLU funds › JETBLUE AIRWAYS CORP EXIT 0.0% -0.0% 0.0 0 -15,000 0
AWK funds › AMERICAN WTR WKS CO INC NEW EXIT 0.0% -1.7% 0.0 0 -63,238 0
IJH funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -5,878 0
GLD funds › SPDR GOLD TR EXIT 0.0% -0.1% 0.0 0 -731 0
SPG funds › SIMON PPTY GROUP INC NEW EXIT 0.0% -0.1% 0.0 0 -2,000 0
WEC funds › WEC ENERGY GROUP INC EXIT 0.0% -1.2% 0.0 0 -51,008 0
META funds › META PLATFORMS INC EXIT 0.0% -0.1% 0.0 0 -445 0
NFG funds › NATIONAL FUEL GAS CO EXIT 0.0% -0.2% 0.0 0 -13,000 0
CMS funds › CMS ENERGY CORP EXIT 0.0% -2.1% 0.0 0 -137,060 0
MAR funds › MARRIOTT INTL INC NEW EXIT 0.0% -0.1% 0.0 0 -2,000 0
WMB funds › WILLIAMS COS INC EXIT 0.0% -0.2% 0.0 0 -13,410 0
FRMI funds › FERMI INC EXIT 0.0% -0.0% 0.0 0 -20,000 0
TRGP funds › TARGA RES CORP EXIT 0.0% -0.1% 0.0 0 -1,120 0
CUSIP:91060H116 funds › UNITED HOMES GROUP INC EXIT 0.0% -0.0% 0.0 0 -650,000 0
CUSIP:72703X114 funds › PLANET LABS PBC EXIT 0.0% -0.3% 0.0 0 -77,426 0
WSR funds › WHITESTONE REIT EXIT 0.0% -0.1% 0.0 0 -45,000 0
MLM funds › MARTIN MARIETTA MATLS INC EXIT 0.0% -0.1% 0.0 0 -820 0
XRN funds › CHIRON REAL ESTATE INC EXIT 0.0% -0.1% 0.0 0 -8,760 0
WM funds › WASTE MGMT INC DEL EXIT 0.0% -0.5% 0.0 0 -10,400 0
INTU funds › INTUIT EXIT 0.0% -0.1% 0.0 0 -1,225 0
CNP funds › CENTERPOINT ENERGY INC EXIT 0.0% -1.0% 0.0 0 -120,561 0
MPC funds › MARATHON PETE CORP EXIT 0.0% -0.1% 0.0 0 -1,564 0
CC funds › CHEMOURS CO EXIT 0.0% -0.2% 0.0 0 -36,000 0
DUK funds › DUKE ENERGY CORP NEW EXIT 0.0% -1.8% 0.0 0 -67,739 0
WLK funds › WESTLAKE CORPORATION EXIT 0.0% -0.0% 0.0 0 -1,812 0
CUSIP:00912X302 funds › AIR LEASE CORP EXIT 0.0% -0.3% 0.0 0 -23,196 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 529 237 0.41 30% 0.016 0.029 in
2026Q1 500 222 0.52 32% 0.018 0.015 in
2025Q4 692 241 0.52 23% 0.011 0.008 in
2025Q3 681 227 0.58 23% 0.012 0.005 in
2025Q2 776 236 0.57 22% 0.011 0.008 entered
2025Q1 583 232 0.00 22% 0.011 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status