Institutions / Qsemble Capital Management, LP
Qsemble Capital Management, LP
CIK 1766159 · Institution · as of Dec 31, 2025
Portfolio value
$1.21B
Positions
465
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 465 →
| Company | Value | % of portfolio |
|---|---|---|
| Cheniere Energy, Inc. | $13.08M | 1.1% |
| Sherwin Williams Co | $12.76M | 1.1% |
| Eaton Corp plc | $12.54M | 1.0% |
| ServiceNow Inc | $12.31M | 1.0% |
| Verisk Analytics, Inc. | $12.28M | 1.0% |
| Boston Scientific Corp | $12.20M | 1.0% |
| Public Service Enterprise Group Inc | $12.11M | 1.0% |
| Arch Capital Group Ltd. | $12.05M | 1.0% |
| Adobe Inc. | $11.98M | 1.0% |
| Microsoft Corp | $11.89M | 1.0% |
| Agilent Technologies Inc | $11.56M | 1.0% |
| Coca Cola Co | $11.39M | 0.9% |
| Otis Worldwide Corp | $11.19M | 0.9% |
| Bank of America Corp /De | $11.16M | 0.9% |
| First Horizon Corp | $10.79M | 0.9% |
| Omnicom Group Inc. | $10.71M | 0.9% |
| AT&T Inc. | $10.57M | 0.9% |
| Las Vegas Sands Corp | $10.29M | 0.9% |
| Alphabet Inc. | $10.28M | 0.9% |
| Walmart Inc. | $9.57M | 0.8% |
| Chevron Corp | $9.56M | 0.8% |
| CF Industries Holdings Inc | $9.35M | 0.8% |
| Xcel Energy Inc | $8.91M | 0.7% |
| O Reilly Automotive Inc | $8.88M | 0.7% |
| Netflix Inc | $8.73M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.