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Qsemble Capital Management, LP

All holdings · as of Dec 31, 2025

465 positions

CompanyClassValueShares% of portfolio
TORO CO—$606.2K7,7010.1%
Guardant Health, Inc.—$600.8K5,8820.0%
AUTOZONE INC—$600.3K1770.0%
Xylem Inc.—$598.0K4,3910.0%
ROYAL GOLD INC—$590.8K2,6580.0%
Amentum Holdings, Inc.—$583.9K20,1360.0%
TERADYNE, INC—$583.4K3,0140.0%
PRUDENTIAL FINANCIAL INC—$582.0K5,1560.0%
Penumbra Inc—$574.6K1,8480.0%
FAIR ISAAC CORP—$552.8K3270.0%
Coupang, Inc.—$548.1K23,2360.0%
Hess Midstream LP—$547.7K15,8740.0%
Noble Corp plc—$545.2K19,3050.0%
Cytokinetics Inc—$543.9K8,5600.0%
VAIL RESORTS INC—$540.5K4,0700.0%
Okta, Inc.—$540.1K6,2460.0%
MACOM Technology Solutions Holdings, Inc.—$538.5K3,1440.0%
ONTO INNOVATION INC.—$537.8K3,4070.0%
Academy Sports & Outdoors, Inc.—$528.8K10,5840.0%
Marvell Technology, Inc.—$527.9K6,2120.0%
NUTRIEN LTD—$522.0K8,4570.0%
RENAISSANCERE HOLDINGS LTD—$518.2K1,8430.0%
Marketaxess Holdings Inc—$518.0K2,8580.0%
Murphy USA Inc.—$510.0K1,2640.0%
Permian Resources Corp—$502.7K35,8280.0%
DYCOM INDUSTRIES INC—$491.3K1,4540.0%
ITT INC.—$491.0K2,8300.0%
Wynn Resorts, Limited—$488.2K4,0570.0%
ICON plc—$484.5K2,6590.0%
Rocket Lab CorpRKLBCommon Stock$466.6K6,6890.0%
RH—$461.8K2,5780.0%
TENET HEALTHCARE CORP—$457.1K2,3000.0%
AMERICAN EAGLE OUTFITTERS INC—$455.3K17,2650.0%
Commvault Systems Inc—$450.7K3,5950.0%
SouthState Bank CorpSSBCommon Stock$447.5K4,7550.0%
LEAR CORP—$446.4K3,8950.0%
MIDDLEBY CORP—$445.4K2,9960.0%
MANHATTAN ASSOCIATES INC—$444.0K2,5620.0%
Sharplink, Inc.—$440.7K49,2990.0%
LITHIA MOTORS INC—$438.7K1,3200.0%
Genius Sports Ltd—$432.4K39,2340.0%
Group 1 Automotive, Inc.—$427.9K1,0880.0%
Paylocity Holding Corp—$418.9K2,7470.0%
Axalta Coating Systems Ltd—$417.5K12,9220.0%
Glaukos Corp—$415.7K3,6820.0%
OSHKOSH CORP—$411.8K3,2780.0%
LAM RESEARCH CORP—$410.5K2,3980.0%
COHERENT CORP—$408.1K2,2110.0%
PROCORE TECHNOLOGIES, INC.—$400.9K5,5110.0%
Envista Holdings Corp—$392.3K18,0690.0%
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