Parkwood LLC Quant / Systematic

CIK: 0001597823 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $549 (100.0% shares, 0.0% debt)

Holdings (142)

VTI VANGUARD TOTAL STOCK MKT ETF 13.6%
Value ($000) $75 Shares 338,846 Est. Cost $178.62 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 4.8%
Value ($000) $26 Shares 650,000 Est. Cost $0.04 Unrealized
VT VANGUARD TOT WORLD STK ETF 2.9%
Value ($000) $16 Shares 164,137 Est. Cost $84.96 Unrealized
ELV ELEVANCE HEALTH INC 2.8%
Value ($000) $16 Shares 35,040 Est. Cost $321.31 Unrealized +37.8%
APO APOLLO GLOBAL MANAGEMENT INC 2.8%
Value ($000) $15 Shares 200,485 Est. Cost $58.51 Unrealized +9.5%
TOTALENERGIES SE -SPON ADR 2.7%
Value ($000) $15 Shares 259,250 Est. Cost $42.38 Unrealized
GE GENERAL ELECTRIC CO 2.7%
Value ($000) $15 Shares 132,701 Est. Cost $57.99 Unrealized +37.7%
AZN ASTRAZENECA PLC-SPONS ADR 2.2%
Value ($000) $12 Shares 172,489 Est. Cost $42.12 Unrealized
NVO NOVO-NORDISK A/S-SPONS ADR 2.2%
Value ($000) $12 Shares 75,569 Est. Cost $0.15 Unrealized
HDB HDFC BANK LTD-ADR 2.2%
Value ($000) $12 Shares 172,521 Est. Cost $27.27 Unrealized
GRAB GRAB HOLDINGS LTD - CL A 2.0%
Value ($000) $11 Shares 3,266,244 Est. Cost $5.57 Unrealized -44.1%
CNQ CANADIAN NATURAL RESOURCES 1.9%
Value ($000) $10 Shares 185,468 Est. Cost $18.49 Unrealized +39.0%
PRI PRIMERICA INC 1.8%
Value ($000) $10 Shares 51,338 Est. Cost $128.54 Unrealized +42.9%
CNX CNX RESOURCES CORP 1.7%
Value ($000) $9 Shares 533,000 Est. Cost $18.72 Unrealized -13.8%
LAD LITHIA MOTORS INC 1.6%
Value ($000) $9 Shares 28,666 Est. Cost $242.39 Unrealized -1.2%
FDX FEDEX CORP 1.6%
Value ($000) $9 Shares 35,036 Est. Cost $213.55 Unrealized +1.2%
FNF FIDELITY NATIONAL FINANCIAL 1.5%
Value ($000) $8 Shares 233,288 Est. Cost $36.17 Unrealized -16.0%
WBD WARNER BROS DISCOVERY INC 1.5%
Value ($000) $8 Shares 668,200 Est. Cost $12.98 Unrealized 0.0%
LEA LEAR CORP 1.5%
Value ($000) $8 Shares 57,122 Est. Cost $122.03 Unrealized +0.6%
STEELCASE INC-CL A 1.5%
Value ($000) $8 Shares 1,042,268 Est. Cost $0.01 Unrealized
MGM MGM RESORTS INTERNATIONAL 1.4%
Value ($000) $8 Shares 178,873 Est. Cost $42.72 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BO 1.4%
Value ($000) $8 Shares 95,000 Est. Cost $0.08 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $8 Shares 22,516 Est. Cost $220.78 Unrealized +39.1%
AMG AFFILIATED MANAGERS GROUP 1.4%
Value ($000) $8 Shares 50,829 Est. Cost $146.12 Unrealized -2.1%
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.4%
Value ($000) $7 Shares 21,797 Est. Cost $298.90 Unrealized +9.2%
UBER UBER TECHNOLOGIES INC 1.3%
Value ($000) $7 Shares 169,318 Est. Cost $39.50 Unrealized -5.9%
PBR PETROLEO BRASILEIRO-SPON ADR 1.3%
Value ($000) $7 Shares 522,998 Est. Cost $11.21 Unrealized
BDC BELDEN INC 1.3%
Value ($000) $7 Shares 72,759 Est. Cost $85.20 Unrealized 0.0%
NOW SERVICENOW INC 1.2%
Value ($000) $7 Shares 11,958 Est. Cost $100.65 Unrealized -0.7%
DEO DIAGEO PLC-SPONSORED ADR 1.2%
Value ($000) $7 Shares 37,951 Est. Cost $132.37 Unrealized
ENB ENBRIDGE INC 1.1%
Value ($000) $6 Shares 168,310 Est. Cost $34.57 Unrealized -7.2%
RJF RAYMOND JAMES FINANCIAL INC 1.1%
Value ($000) $6 Shares 58,937 Est. Cost $69.40 Unrealized +28.6%
OMF ONEMAIN HOLDINGS INC 1.1%
Value ($000) $6 Shares 137,030 Est. Cost $36.29 Unrealized +7.5%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $6 Shares 40,859 Est. Cost $99.53 Unrealized +30.3%
BABA ALIBABA GROUP HOLDING-SP ADR 1.1%
Value ($000) $6 Shares 69,910 Est. Cost $0.08 Unrealized
AMD ADVANCED MICRO DEVICES 1.0%
Value ($000) $6 Shares 49,276 Est. Cost $86.92 Unrealized +19.6%
V VISA INC-CLASS A SHARES 0.9%
Value ($000) $5 Shares 20,698 Est. Cost $203.35 Unrealized +10.4%
VEEV VEEVA SYSTEMS INC-CLASS A 0.9%
Value ($000) $5 Shares 24,358 Est. Cost $266.45 Unrealized -31.6%
FOX FOX CORP - CLASS B 0.9%
Value ($000) $5 Shares 146,952 Est. Cost $27.72 Unrealized +5.4%
GOOG ALPHABET INC-CL C 0.8%
Value ($000) $5 Shares 37,237 Est. Cost $109.48 Unrealized +4.9%
MCK MCKESSON CORP 0.8%
Value ($000) $4 Shares 10,470 Est. Cost $371.19 Unrealized +2.2%
PEP PEPSICO INC 0.8%
Value ($000) $4 Shares 23,061 Est. Cost $137.41 Unrealized +24.1%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $4 Shares 69,470 Est. Cost $39.95 Unrealized +30.7%
SNY SANOFI-ADR 0.7%
Value ($000) $4 Shares 69,617 Est. Cost $30.48 Unrealized
META META PLATFORMS INC-CLASS A 0.7%
Value ($000) $4 Shares 12,839 Est. Cost $245.05 Unrealized 0.0%
GLBE GLOBAL-E ONLINE LTD 0.6%
Value ($000) $3 Shares 85,226 Est. Cost $26.25 Unrealized +25.4%
YMM FULL TRUCK ALLIANCE -SPN ADR 0.6%
Value ($000) $3 Shares 543,421 Est. Cost $6.67 Unrealized
MELI MERCADOLIBRE INC 0.6%
Value ($000) $3 Shares 2,809 Est. Cost $929.89 Unrealized +35.3%
VEA VANGUARD FTSE DEVELOPED ETF 0.6%
Value ($000) $3 Shares 71,990 Est. Cost $26.68 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3 Shares 6,675 Est. Cost $459.89 Unrealized +1.1%
AMZN AMAZON.COM INC 0.6%
Value ($000) $3 Shares 24,323 Est. Cost $123.89 Unrealized -7.8%
SHOP SHOPIFY INC - CLASS A 0.5%
Value ($000) $3 Shares 46,147 Est. Cost $56.53 Unrealized 0.0%
FTNT FORTINET INC 0.5%
Value ($000) $3 Shares 38,958 Est. Cost $68.00 Unrealized 0.0%
CPNG COUPANG INC 0.5%
Value ($000) $3 Shares 157,907 Est. Cost $14.83 Unrealized +9.9%
HOOD ROBINHOOD MARKETS INC - A 0.5%
Value ($000) $3 Shares 272,391 Est. Cost $14.51 Unrealized -35.8%
TEAM ATLASSIAN CORP-CL A 0.5%
Value ($000) $2 Shares 14,759 Est. Cost $160.13 Unrealized 0.0%
COIN COINBASE GLOBAL INC -CLASS A 0.4%
Value ($000) $2 Shares 33,307 Est. Cost $53.28 Unrealized +12.0%
ARKK ARK INNOVATION ETF 0.4%
Value ($000) $2 Shares 53,300 Est. Cost $0.04 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $2 Shares 31,669 Est. Cost $68.75 Unrealized +1.8%
APPN APPIAN CORP-A 0.4%
Value ($000) $2 Shares 47,564 Est. Cost $49.76 Unrealized -15.3%
ROKU ROKU INC 0.4%
Value ($000) $2 Shares 34,289 Est. Cost $90.06 Unrealized -32.6%
WOLFSPEED INC 0.4%
Value ($000) $2 Shares 34,970 Est. Cost $28.82 Unrealized
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $2 Shares 21,228 Est. Cost $108.44 Unrealized -14.7%
ASND ASCENDIS PHARMA A/S - ADR 0.3%
Value ($000) $2 Shares 18,612 Est. Cost $123.01 Unrealized
SEAGEN INC 0.3%
Value ($000) $2 Shares 8,567 Est. Cost $126.75 Unrealized
UDMY UDEMY INC 0.3%
Value ($000) $1 Shares 135,480 Est. Cost $12.11 Unrealized -21.3%
BYND BEYOND MEAT INC 0.3%
Value ($000) $1 Shares 5,400,000 Est. Cost $12.70 Unrealized 0.0%
ATEC ALPHATEC HOLDINGS INC 0.3%
Value ($000) $1 Shares 1,200,000 Est. Cost $15.57 Unrealized 0.0%
INCY INCYTE CORP 0.3%
Value ($000) $1 Shares 22,401 Est. Cost $78.17 Unrealized -14.5%
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $1 Shares 1,300,000 Est. Cost $78.01 Unrealized 0.0%
SNOW SNOWFLAKE INC-CLASS A 0.2%
Value ($000) $1 Shares 7,500 Est. Cost $181.39 Unrealized -10.4%
GTM ZOOMINFO TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 51,515 Est. Cost $36.89 Unrealized -35.8%
NFE NEW FORTRESS ENERGY INC 0.2%
Value ($000) $1 Shares 41,299 Est. Cost $16.58 Unrealized +74.9%
ONC BEIGENE LTD-ADR 0.2%
Value ($000) $1 Shares 5,995 Est. Cost $219.64 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $1 Shares 32,133 Est. Cost $25.73 Unrealized +4.1%
TRGP TARGA RESOURCES CORP 0.2%
Value ($000) $1 Shares 13,764 Est. Cost $58.85 Unrealized +16.3%
PAGP PLAINS GP HOLDINGS LP-CL A 0.2%
Value ($000) $1 Shares 70,398 Est. Cost $11.21 Unrealized
ENLINK MIDSTREAM LLC 0.2%
Value ($000) $1 Shares 97,054 Est. Cost $7.95 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.2%
Value ($000) $1 Shares 16,348 Est. Cost $48.40 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1 Shares 6,645 Est. Cost $126.79 Unrealized +16.8%
OKE ONEOK INC 0.2%
Value ($000) $1 Shares 16,151 Est. Cost $52.56 Unrealized +3.0%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $1 Shares 31,533 Est. Cost $28.25 Unrealized 0.0%
KMI KINDER MORGAN INC 0.2%
Value ($000) $1 Shares 57,413 Est. Cost $14.27 Unrealized +3.6%
MPLX MPLX LP 0.2%
Value ($000) $1 Shares 29,101 Est. Cost $0.03 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.2%
Value ($000) $1 Shares 37,450 Est. Cost $22.30 Unrealized
DTM DT MIDSTREAM INC 0.2%
Value ($000) $1 Shares 19,882 Est. Cost $45.81 Unrealized -6.3%
ET ENERGY TRANSFER LP 0.2%
Value ($000) $1 Shares 77,176 Est. Cost $10.88 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.2%
Value ($000) $1 Shares 36,926 Est. Cost $23.27 Unrealized
GH GUARDANT HEALTH INC 0.2%
Value ($000) $1 Shares 1,300,000 Est. Cost $28.72 Unrealized 0.0%
JAMF HOLDING CORP 0.2%
Value ($000) $1 Shares 43,340 Est. Cost $24.32 Unrealized
DICE THERAPEUTICS INC 0.2%
Value ($000) $1 Shares 18,052 Est. Cost $0.03 Unrealized
DDOG DATADOG INC - CLASS A 0.1%
Value ($000) $1 Shares 7,742 Est. Cost $114.52 Unrealized -27.0%
DASH DOORDASH INC - A 0.1%
Value ($000) $1 Shares 9,860 Est. Cost $66.34 Unrealized 0.0%
PCVX VAXCYTE INC 0.1%
Value ($000) $1 Shares 14,778 Est. Cost $34.13 Unrealized +38.9%
NET CLOUDFLARE INC - CLASS A 0.1%
Value ($000) $1 Shares 11,106 Est. Cost $69.06 Unrealized -13.6%
KARYOPHARM THERAPEUTICS INC 0.1%
Value ($000) $1 Shares 1,000,000 Est. Cost $0.00 Unrealized
VACASA INC -CL A 0.1%
Value ($000) $1 Shares 970,301 Est. Cost $2.02 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $1 Shares 8,724 Est. Cost $62.48 Unrealized 0.0%
NCNO NCINO INC 0.1%
Value ($000) $1 Shares 18,537 Est. Cost $25.46 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1 Shares 3,325 Est. Cost $211.00 Unrealized -15.3%
NFLX NETFLIX INC 0.1%
Value ($000) $1 Shares 1,231 Est. Cost $36.83 Unrealized 0.0%
CHGG CHEGG INC 0.1%
Value ($000) $1 Shares 60,431 Est. Cost $22.80 Unrealized -46.8%
ZS ZSCALER INC 0.1%
Value ($000) $1 Shares 3,612 Est. Cost $158.43 Unrealized -22.9%
ACI ALBERTSONS COS INC - CLASS A 0.1%
Value ($000) $1 Shares 23,256 Est. Cost $19.31 Unrealized 0.0%
CARG CARGURUS INC 0.1%
Value ($000) $0 Shares 21,631 Est. Cost $26.00 Unrealized -27.2%
89BIO INC 0.1%
Value ($000) $0 Shares 23,525 Est. Cost $0.02 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.1%
Value ($000) $0 Shares 18,535 Est. Cost $28.87 Unrealized -23.0%
DOCU DOCUSIGN INC 0.1%
Value ($000) $0 Shares 8,645 Est. Cost $58.25 Unrealized -9.1%
PD PAGERDUTY INC 0.1%
Value ($000) $0 Shares 19,218 Est. Cost $27.80 Unrealized 0.0%
CTKB CYTEK BIOSCIENCES INC 0.1%
Value ($000) $0 Shares 48,244 Est. Cost $14.48 Unrealized -38.1%
UCB UNITED COMMUNITY BANKS/GA 0.1%
Value ($000) $0 Shares 16,155 Est. Cost $33.24 Unrealized -25.4%
REPX RILEY EXPLORATION PERMIAN IN 0.1%
Value ($000) $0 Shares 11,113 Est. Cost $21.84 Unrealized +54.4%
AEROVATE THERAPEUTICS INC 0.1%
Value ($000) $0 Shares 22,832 Est. Cost $12.44 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $0 Shares 1,273 Est. Cost $205.76 Unrealized +44.8%
VERONA PHARMA PLC - ADR 0.1%
Value ($000) $0 Shares 17,166 Est. Cost $0.02 Unrealized
KTOS KRATOS DEFENSE & SECURITY 0.1%
Value ($000) $0 Shares 24,500 Est. Cost $13.55 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $0 Shares 27,103 Est. Cost $7.81 Unrealized +14.5%
LEGN LEGEND BIOTECH CORP-ADR 0.1%
Value ($000) $0 Shares 4,479 Est. Cost $0.07 Unrealized
VOR BIOPHARMA INC 0.0%
Value ($000) $0 Shares 73,930 Est. Cost $0.00 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 8,696 Est. Cost $36.58 Unrealized -39.3%
NGM BIOPHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 68,314 Est. Cost $8.49 Unrealized
NORTHVIEW ACQUISITION CO-RTS 0.0%
Value ($000) $0 Shares 1,000,000 Est. Cost $0.10 Unrealized
KOD KODIAK SCIENCES INC 0.0%
Value ($000) $0 Shares 10,887 Est. Cost $6.12 Unrealized 0.0%
JAGUAR GLOBAL GROWTH CO-RGTS 0.0%
Value ($000) $0 Shares 500,000 Est. Cost $0.18 Unrealized
CLEAN EARTH ACQUISITION-RGHT 0.0%
Value ($000) $0 Shares 500,000 Est. Cost $0.19 Unrealized
SAGALIAM ACQUISITION CO-RGTS 0.0%
Value ($000) $0 Shares 333,334 Est. Cost $0.15 Unrealized
BLUE WORLD ACQUISITION - RTS 0.0%
Value ($000) $0 Shares 199,200 Est. Cost $0.08 Unrealized
IGTAR INCEPTION GROWTH ACQ LTD -RT 0.0%
Value ($000) $0 Shares 234,900 Est. Cost $0.10 Unrealized
BLUEACACIA LTD - RIGHTS 0.0%
Value ($000) $0 Shares 660,200 Est. Cost $0.13 Unrealized
CONSILIUM ACQUISITION -RIGHT 0.0%
Value ($000) $0 Shares 368,176 Est. Cost $0.00 Unrealized
ALSTF ALPHA STAR ACQ CORP - RIGHTS 0.0%
Value ($000) $0 Shares 400,600 Est. Cost $0.12 Unrealized
RPID RAPID MICRO BIOSYSTEMS INC-A 0.0%
Value ($000) $0 Shares 24,511 Est. Cost $7.36 Unrealized -86.3%
DEEP MEDICINE ACQUITION-RTS 0.0%
Value ($000) $0 Shares 157,100 Est. Cost $0.05 Unrealized
A SPAC I ACQUISITION CO-RTS 0.0%
Value ($000) $0 Shares 144,283 Est. Cost $0.19 Unrealized
GLOBALINK INVESTMENT INC-RTS 0.0%
Value ($000) $0 Shares 230,620 Est. Cost $0.11 Unrealized
GROWTH FOR GOOD ACQUISIT-RTS 0.0%
Value ($000) $0 Shares 129,000 Est. Cost $0.14 Unrealized
AURORA TECHNOLOGY ACQUISI-R 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.11 Unrealized
AIB ACQUISITION CORP- RTS 0.0%
Value ($000) $0 Shares 71,600 Est. Cost $0.07 Unrealized
ADIT EDTECH ACQUISITION 0.0%
Value ($000) $0 Shares 90,000 Est. Cost $0.00 Unrealized
ASCRF A SPAC II ACQUISITION-RIGHT 0.0%
Value ($000) $0 Shares 33,200 Est. Cost $0.06 Unrealized
FINTECH ECOSYSTEM DEVELO-RTS 0.0%
Value ($000) $0 Shares 15,600 Est. Cost $0.13 Unrealized
AXIOS SUSTAINABLE GROWTH-RGT 0.0%
Value ($000) $0 Shares 284,827 Est. Cost $0.09 Unrealized