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Qsemble Capital Management, LP

All holdings · as of Dec 31, 2025

465 positions

CompanyClassValueShares% of portfolio
HASBRO, INC.—$1.21M14,7760.1%
NEXTERA ENERGY INC—$1.21M15,0230.1%
GATES INDUSTRIAL CORP PLC—$1.20M55,7290.1%
GE Vernova Inc.—$1.18M1,8100.1%
ON Semiconductor Corp—$1.17M21,6290.1%
American Airlines Group Inc.—$1.16M75,8430.1%
Quest Diagnostics Inc—$1.15M6,6450.1%
Cipher Digital Inc.—$1.14M77,2640.1%
AeroVironment Inc—$1.14M4,6970.1%
HUBSPOT INC—$1.13M2,8040.1%
GXO Logistics, Inc.—$1.12M21,2810.1%
THOMSON REUTERS CORP—$1.12M8,4620.1%
ROBLOX Corp—$1.11M13,7440.1%
BellRing Brands Inc—$1.09M40,6990.1%
Principal Financial Group Inc—$1.09M12,3130.1%
ELI LILLY & Co—$1.08M1,0080.1%
HIMS & HERS HEALTH, INC.—$1.08M33,1500.1%
JABIL INC—$1.08M4,7190.1%
FERRARI N V—$1.07M2,8850.1%
Match Group, Inc.—$1.06M32,7030.1%
QUALCOMM INC/DE—$1.05M6,1600.1%
Texas Roadhouse, Inc.—$1.05M6,3250.1%
Mastercard Inc—$1.05M1,8380.1%
GAP INC—$1.04M40,7840.1%
Mirion Technologies, Inc.—$1.04M44,3190.1%
CUMMINS INC—$1.04M2,0320.1%
FactSet Research Systems Inc—$1.03M3,5600.1%
MARTIN MARIETTA MATERIALS INC—$1.03M1,6480.1%
DANAHER CORP /DE—$1.01M4,4130.1%
Comfort Systems USA Inc—$1.01M1,0820.1%
PROGRESSIVE CORP/OH—$1.01M4,4320.1%
DROPBOX, INC.—$1.01M36,2140.1%
Reddit, Inc.—$1.00M4,3600.1%
CoreWeave, Inc.—$994.4K13,8860.1%
IQVIA HOLDINGS INC.—$986.4K4,3760.1%
UiPath, Inc.—$985.4K60,1230.1%
SKYWORKS SOLUTIONS, INC.—$978.4K15,4300.1%
Devon Energy Corp—$972.2K26,5420.1%
Oscar Health, Inc.—$968.1K67,3690.1%
QXO, Inc.—$949.0K49,1950.1%
Amcor PLC—$946.7K113,5110.1%
First American Financial Corp—$941.3K15,3210.1%
Morgan Stanley—$934.9K5,2660.1%
ATI Inc—$928.1K8,0870.1%
Clear Secure, Inc.—$928.0K26,4550.1%
Baxter International Inc—$917.7K48,0230.1%
Expedia Group Inc—$897.8K3,1690.1%
Talen Energy Corp—$894.0K2,3850.1%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC—$882.9K5,9250.1%
Solventum Corp—$881.9K11,1300.1%
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