— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Quantbot Technologies LP

Q4 2025 · Filed 2026-02-10
Market Value
$2.9B
-18.5%
Holdings
2,180
+85
New Purchases
563
Added To
443
Closed
599
Reduced
572
Top 10 Concentration
6.3%
Turnover
53.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TER 0.69% 0.00% +0.69% $20M
LVS 0.74% 0.05% +0.69% $21M
PYPL 0.64% 0.00% +0.64% $19M
OKLO 0.58% 0.00% +0.58% $17M
MU 0.62% 0.12% +0.49% $18M
ETN 0.47% 0.00% +0.47% $14M
RMD 0.52% 0.06% +0.46% $15M
ONDS 0.46% 0.00% +0.46% $13M
RBLX 0.57% 0.14% +0.43% $17M
BRO 0.44% 0.02% +0.41% $13M
FRO 0.41% 0.00% +0.41% $12M
ADP 0.44% 0.04% +0.40% $13M
RE 0.39% 0.00% +0.39% $11M
COHR 0.38% 0.00% +0.38% $11M
CNI 0.39% 0.01% +0.37% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LRCX 0.00% 0.78% -0.78% $685
HON 0.14% 0.78% -0.64% $4M
BMY 0.01% 0.63% -0.62% $299K
SOFI 0.26% 0.82% -0.55% $8M
V 0.15% 0.69% -0.54% $4M
USB 0.00% 0.50% -0.50% $0
CNQ 0.00% 0.49% -0.49% $0
ABNB 0.24% 0.72% -0.49% $7M
WELL 0.05% 0.53% -0.48% $1M
ROP 0.14% 0.59% -0.45% $4M
ADBE 0.00% 0.45% -0.45% $0
GOOGL 0.00% 0.44% -0.44% $0
KO 0.00% 0.43% -0.43% $0
WMB 0.11% 0.53% -0.42% $3M
NCLH 0.00% 0.42% -0.42% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $212M 7.3%
Large Cap 606 $1.5B 52.5%
Mid Cap 756 $903M 31.1%
Small Cap 679 $250M 8.6%
Micro Cap 92 $14M 0.5%

Portfolio Analytics

Avg Market Cap
$35.8B
Median Market Cap
$4.0B
Avg P/E
31.2
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,131
# ETFs / Funds
49

Top Holdings (2,180 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LVS 0.74% 327,727 $21M $65.09 $20M +295,291 +910.4%
2 TER 0.69% 103,276 $20M $193.56 +103,276 NEW
3 MMC 0.65% 102,158 $19M $185.52 $3M +24,093 +30.9%
4 OTIS 0.64% 213,252 $19M $87.35 $4M +56,945 +36.4%
5 PYPL 0.64% 318,531 $19M $58.38 $19M +318,126 +78549.6%
6 PLTR 0.62% 101,240 $18M $177.75 -$6M -28,482 -22.0%
7 MU 0.62% 62,886 $18M $285.41 $14M +36,509 +138.4%
8 OKLO 0.58% 234,776 $17M $71.76 +234,776 NEW
9 RBLX 0.57% 204,629 $17M $81.03 $12M +169,560 +483.5%
10 RMD 0.52% 62,834 $15M $240.87 $13M +55,262 +729.8%
11 TEL 0.48% 61,013 $14M $227.51 -$7M -32,608 -34.8%
12 ETN 0.47% 43,232 $14M $318.51 +43,232 NEW
13 MSFT 0.47% 28,384 $14M $483.62 $8M +16,966 +148.6%
14 ONDS 0.46% 1,360,958 $13M $9.76 +1,360,958 NEW
15 META 0.45% 19,680 $13M $660.09 -$7M -7,259 -26.9%
16 ADP 0.44% 49,691 $13M $257.23 $11M +45,241 +1016.6%
17 BRO 0.44% 158,455 $13M $79.70 $12M +149,540 +1677.4%
18 CPRT 0.42% 308,760 $12M $39.15 $9M +229,840 +291.2%
19 FRO 0.41% 544,298 $12M $21.82 +544,298 NEW
20 TTD 0.40% 307,747 $12M $37.96 $6M +189,710 +160.7%
21 RE 0.39% 33,202 $11M $339.35 +33,202 NEW
22 SOUN 0.39% 1,126,464 $11M $9.97 $10M +1,037,702 +1169.1%
23 CNI 0.39% 113,591 $11M $98.85 $11M +108,474 +2119.9%
24 COHR 0.38% 59,223 $11M $184.57 +59,223 NEW
25 BSX 0.38% 114,575 $11M $95.35 -$17M -166,807 -59.3%
26 HEI 0.38% 33,633 $11M $323.59 -$2M -4,899 -12.7%
27 NVDA 0.37% 57,600 $11M $186.50 $7M +38,881 +207.7%
28 AVGO 0.37% 30,892 $11M $346.10 $6M +15,586 +101.8%
29 KSS 0.37% 521,759 $11M $20.41 $9M +422,379 +425.0%
30 MP 0.37% 210,317 $11M $50.52 $10M +208,329 +10479.3%
31 DT 0.36% 241,218 $10M $43.34 $10M +224,594 +1351.0%
32 CCL 0.36% 341,661 $10M $30.54 +341,661 NEW
33 SNOW 0.36% 47,265 $10M $219.36 $9M +40,007 +551.2%
34 CLF 0.36% 776,395 $10M $13.28 $5M +330,237 +74.0%
35 MO 0.35% 178,206 $10M $57.66 +178,206 NEW
36 OZK 0.35% 219,403 $10M $46.02 $2M +58,022 +36.0%
37 GE 0.35% 32,722 $10M $308.03 +32,722 NEW
38 NET 0.35% 51,083 $10M $197.15 +51,083 NEW
39 PGR 0.34% 43,385 $10M $227.72 -$8M -28,508 -39.6%
40 RSG 0.34% 46,307 $10M $211.93 $4M +21,708 +88.2%
41 DDOG 0.34% 72,140 $10M $135.99 $9M +63,501 +735.0%
42 ZBRA 0.34% 40,316 $10M $242.82 $2M +14,988 +59.2%
43 VLO 0.33% 59,349 $10M $162.79 $570K +5,952 +11.2%
44 DB 0.33% 246,916 $10M $38.56 $9M +221,161 +858.7%
45 NOW 0.33% 61,773 $9M $153.19 $9M +61,303 +13043.2%
46 NFLX 0.32% 100,135 $9M $93.76 -$6M +87,181 +673.0%
47 IBKR 0.32% 145,243 $9M $64.31 $5M +88,754 +157.1%
48 MRVL 0.32% 109,356 $9M $84.98 +109,356 NEW
49 AMZN 0.32% 40,022 $9M $230.82 $3M +11,164 +38.7%
50 WAL 0.31% 108,287 $9M $84.07 $2M +22,014 +25.5%
51 ARCC 0.31% 446,577 $9M $20.23 $7M +354,105 +382.9%
52 CI 0.31% 32,760 $9M $275.23 -$3M -9,977 -23.4%
53 SYK 0.31% 25,530 $9M $351.47 $3M +9,188 +56.2%
54 SSRM 0.30% 400,946 $9M $21.92 +400,946 NEW
55 KMB 0.30% 87,110 $9M $100.89 +87,110 NEW
56 TT 0.30% 22,479 $9M $389.20 $8M +20,881 +1306.7%
57 BLK 0.30% 8,092 $9M $1,070.34 +8,092 NEW
58 VRT 0.30% 53,408 $9M $162.01 $6M +33,664 +170.5%
59 MEDP 0.30% 15,359 $9M $561.65 $291K -853 -5.3%
60 DVA 0.29% 74,925 $9M $113.61 $5M +45,760 +156.9%
61 ADC 0.29% 116,417 $8M $72.03 -$2M -29,950 -20.5%
62 RPM 0.29% 80,448 $8M $104.00 +80,448 NEW
63 AAPL 0.29% 30,741 $8M $271.86 $3M +10,204 +49.7%
64 O 0.28% 146,150 $8M $56.37 +146,150 NEW
65 TXT 0.28% 92,500 $8M $87.17 $2M +16,716 +22.1%
66 URI 0.28% 9,921 $8M $809.32 +9,921 NEW
67 HPQ 0.28% 360,024 $8M $22.28 +360,024 NEW
68 CRBG 0.28% 264,647 $8M $30.17 $3M +96,832 +57.7%
69 WBD 0.27% 276,530 $8M $28.82 +276,530 NEW
70 ZS 0.27% 35,196 $8M $224.92 $5M +25,468 +261.8%
71 PHM 0.27% 66,991 $8M $117.26 $7M +63,628 +1892.0%
72 CMG 0.27% 211,564 $8M $37.00 -$781K -8,112 -3.7%
73 CBSH 0.27% 149,428 $8M $52.34 $4M +87,199 +140.1%
74 SHW 0.27% 24,114 $8M $324.03 +24,114 NEW
75 HOOD 0.27% 68,522 $8M $113.10 -$9M -48,004 -41.2%
76 GPI 0.26% 19,445 $8M $393.30 -$579K +642 +3.4%
77 SOFI 0.26% 291,202 $8M $26.18 -$21M -808,922 -73.5%
78 HD 0.26% 22,153 $8M $344.10 +22,153 NEW
79 GRMN 0.26% 37,189 $8M $202.85 $6M +31,967 +612.2%
80 ALLY 0.26% 166,425 $8M $45.29 -$3M -97,996 -37.1%
81 MRP 0.26% 251,204 $8M $29.87 $627K +46,594 +22.8%
82 FAST 0.26% 186,978 $8M $40.13 +186,978 NEW
83 SNDK 0.26% 31,333 $7M $237.38 $3M -10,953 -25.9%
84 AMP 0.26% 15,115 $7M $490.34 -$5M -9,843 -39.4%
85 ESTC 0.26% 98,219 $7M $75.44 $5M +64,382 +190.3%
86 MASI 0.26% 56,925 $7M $130.06 +56,925 NEW
87 ASB 0.25% 287,110 $7M $25.76 +287,110 NEW
88 TSCO 0.25% 147,329 $7M $50.01 $6M +117,441 +392.9%
89 FIG 0.25% 195,026 $7M $37.37 +195,026 NEW
90 ORLY 0.25% 79,745 $7M $91.21 -$9M -69,735 -46.6%
91 TEAM 0.25% 44,544 $7M $162.14 -$5M -34,563 -43.7%
92 AMD 0.25% 33,524 $7M $214.16 +33,524 NEW
93 GEV 0.25% 10,911 $7M $653.57 -$6M -11,140 -50.5%
94 FMC 0.25% 512,719 $7M $13.87 +512,719 NEW
95 RAL 0.24% 138,838 $7M $50.91 $4M +69,473 +100.2%
96 HAS 0.24% 85,995 $7M $82.00 $4M +50,437 +141.8%
97 BBY 0.24% 105,066 $7M $66.93 $6M +96,104 +1072.3%
98 GH 0.24% 68,755 $7M $102.14 +68,755 NEW
99 LOGI 0.24% 69,772 $7M $100.22 $382K +9,499 +15.8%
100 CACI 0.24% 13,095 $7M $532.81 +13,095 NEW

New Positions

SymbolValue% Port
TER $20M 0.69%
OKLO $17M 0.58%
ETN $14M 0.47%
ONDS $13M 0.46%
FRO $12M 0.41%
RE $11M 0.39%
COHR $11M 0.38%
CCL $10M 0.36%
MO $10M 0.35%
GE $10M 0.35%
NET $10M 0.35%
MRVL $9M 0.32%
SSRM $9M 0.30%
KMB $9M 0.30%
BLK $9M 0.30%

Sold Out Positions

SymbolValue% Port
ABM —%
T —%
CCS —%
EXPD —%
HRB —%
IBP —%
ACN —%
NFG —%
ACI —%
CB —%
CSV —%
AR —%
ED —%
LYV —%
ARES —%
View SEC EDGAR Filings for Quantbot Technologies LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms