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Funds / Occudo Quantitative Strategies LP
Institutional Fund

Occudo Quantitative Strategies LP

Fort Lauderdale, FLCIK 18196975 filings on record

Portfolio Value
$1.84B
Q1 2026
Holdings
727
Reported positions
New Buys
306
Opened this quarter
QoQ Change
+23.2%
from $1.49B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Solstice Advanced Matls Inc1.1%
  • Johnson Ctls Intl PLC1.1%
  • Tesla Inc1.1%
  • 3m Co1.1%
  • Cintas Corp1.1%
  • Monster Beverage Corp New1.0%
  • Other93.6%

Portfolio Holdings

727 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Solstice Advanced Matls Inc253.4K$20.76M1.1%+63.3KAdded
2Johnson Ctls Intl PLC138.0K$20.15M1.1%+84.4KAdded
3Tesla Inc52.3K$19.96M1.1%+37.6KAdded
43m Co135.5K$19.86M1.1%+112.8KAdded
5Cintas Corp112.1K$19.59M1.1%+22.8KAdded
6Monster Beverage Corp New236.9K$18.26M1.0%+131.6KAdded
7Qnity Electronics Inc124.5K$17.51M1.0%18.4KReduced
8Republic Svcs Inc81.7K$17.10M0.9%+2.6KAdded
9Alcon AG221.8K$16.61M0.9%+221.8KNew
10Arista Networks Inc90.9K$15.70M0.9%+10.0KAdded

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