Institutions / Qsemble Capital Management, LP / Holdings
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Qsemble Capital Management, LP

All holdings · as of Dec 31, 2025

465 positions

CompanyClassValueShares% of portfolio
MercadoLibre, Inc.—$201.4K1000.0%
Molina Healthcare Inc—$205.0K1,1810.0%
FMC CORP—$205.3K14,8040.0%
CHEMED CORP—$206.7K4830.0%
Acuity Inc—$209.2K5810.0%
Valaris Ltd—$215.7K4,2800.0%
Installed Building Products, Inc.—$219.7K8470.0%
Fabrinet—$223.1K4900.0%
Lucid Group, Inc.LCIDCommon Stock$225.7K21,3520.0%
SOLAREDGE TECHNOLOGIES, INC.—$231.4K8,0210.0%
West Pharmaceutical Services Inc—$236.1K8580.0%
BADGER METER INC—$245.7K1,4090.0%
Loar Holdings Inc.LOARCommon Stock$249.6K3,6700.0%
WARRIOR MET COAL, INC.—$250.0K2,8350.0%
Seagate Technology Holdings PLC—$253.4K9200.0%
WEX Inc—$259.1K1,7390.0%
Q2 Holdings, Inc.—$259.3K3,5930.0%
CMS ENERGY CORP—$267.7K3,8280.0%
FTI CONSULTING, INC—$269.1K1,5750.0%
Meritage Homes CORP—$274.1K4,1660.0%
CULLEN/FROST BANKERS, INC.—$277.2K2,1890.0%
Essential Utilities, Inc.—$278.1K7,2500.0%
ARMSTRONG WORLD INDUSTRIES INC—$283.0K1,4810.0%
Baker Hughes Co—$284.8K6,2530.0%
Summit Therapeutics Inc.SMMTCommon Stock$287.2K16,4190.0%
ARROW ELECTRONICS, INC.—$291.0K2,6410.0%
Herc Holdings Inc—$293.2K1,9760.0%
GRANITE CONSTRUCTION INC—$295.8K2,5640.0%
ZIM INTEGRATED SHIPPING SERV—$300.4K14,1520.0%
MKS Inc—$302.2K1,8910.0%
Duolingo, Inc.—$302.9K1,7260.0%
RELIANCE, INC.—$303.9K1,0520.0%
VAXCYTE, INC.—$309.2K6,7010.0%
East West Bancorp Inc—$310.9K2,7660.0%
REVVITY, INC.—$312.5K3,2300.0%
PAGSEGURO DIGITAL LTD—$313.9K32,5630.0%
RYDER SYSTEM INC—$314.5K1,6430.0%
TELEFLEX INC—$316.7K2,5950.0%
Hamilton Lane INC—$317.9K2,3670.0%
PORTLAND GENERAL ELECTRIC CO /OR—$319.1K6,6500.0%
ADVANCED DRAINAGE SYSTEMS, INC.—$320.2K2,2110.0%
PELOTON INTERACTIVE, INC.—$322.3K52,3270.0%
Phillips 66—$322.7K2,5010.0%
UNIVERSAL HEALTH SERVICES INC—$327.7K1,5030.0%
JBT MAREL Corp—$331.9K2,2030.0%
Freshpet, Inc.—$335.2K5,5010.0%
Lantheus Holdings, Inc.—$336.6K5,0580.0%
Applied Industrial Technologies Inc—$340.5K1,3260.0%
SPX Technologies, Inc.—$342.7K1,7130.0%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$342.7K3,3800.0%
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