Havemeyer Place LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HP Havemeyer Place LP | Institutional Filer | ▲ 70.82% | $866.7M | 498 |
Current Portfolio Holdings
Showing all 498 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ARM | Arm Holdings plc American Depositary Shares | Technology | 64K | $9.7M | 1.12% |
| 2 | CMI | Cummins Inc. | Industrials | 18K | $9.6M | 1.10% |
| 3 | ADSK | Autodesk, Inc. | Technology | 38K | $9.1M | 1.05% |
| 4 | NVDA | NVIDIA Corporation | Technology | 48K | $8.4M | 0.96% |
| 5 | BX | Blackstone Inc. | Financial Services | 72K | $8.2M | 0.95% |
| 6 | JNJ | Johnson & Johnson | Healthcare | 30K | $7.3M | 0.84% |
| 7 | DOW | Dow Inc. | Basic Materials | 172K | $7.2M | 0.83% |
| 8 | TT | Trane Technologies plc | Industrials | 17K | $7.0M | 0.80% |
| 9 | AMD | Advanced Micro Devices, Inc. | Technology | 33K | $6.7M | 0.77% |
| 10 | COF | Capital One Financial Corporation | Financial Services | 36K | $6.6M | 0.76% |
| 11 | VEEV | Veeva Systems Inc. | Healthcare | 36K | $6.3M | 0.73% |
| 12 | TTMI | TTM Technologies, Inc. | Technology | 63K | $6.1M | 0.71% |
| 13 | TEL | TE Connectivity Ltd. | Technology | 29K | $6.1M | 0.71% |
| 14 | ELV | Elevance Health Inc. | Healthcare | 20K | $5.9M | 0.68% |
| 15 | DKNG | DraftKings Inc. | Consumer Cyclical | 269K | $5.8M | 0.67% |
Showing 1 to 15 of 498 holdings