Advanced Portfolio Management, LLC Quant / Systematic

CIK: 0001940461 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $118,985 (100.0% shares, 0.0% debt)

Holdings (70)

MSFT MICROSOFT CORP 5.3%
Value ($000) $6,274 Shares 19,869 Est. Cost $310.92 Unrealized +4.4%
RPRX ROYALTY PHARMA PLC 5.2%
Value ($000) $6,242 Shares 230,000 Est. Cost $32.42 Unrealized -8.4%
DIS DISNEY WALT CO 5.1%
Value ($000) $6,079 Shares 75,000 Est. Cost $91.94 Unrealized -9.2%
PYPL PAYPAL HLDGS INC 4.8%
Value ($000) $5,681 Shares 97,170 Est. Cost $72.79 Unrealized -10.7%
VALE VALE S A 4.5%
Value ($000) $5,360 Shares 400,000 Est. Cost $13.40 Unrealized
TFC TRUIST FINL CORP 4.4%
Value ($000) $5,293 Shares 185,000 Est. Cost $27.15 Unrealized 0.0%
IBN ICICI BANK LIMITED 4.4%
Value ($000) $5,202 Shares 225,000 Est. Cost $23.12 Unrealized
GM GENERAL MTRS CO 4.2%
Value ($000) $4,946 Shares 150,000 Est. Cost $35.52 Unrealized -2.5%
AMZN AMAZON COM INC 4.1%
Value ($000) $4,905 Shares 38,584 Est. Cost $117.51 Unrealized +14.0%
VOD VODAFONE GROUP PLC NEW 3.6%
Value ($000) $4,266 Shares 450,000 Est. Cost $9.45 Unrealized
ROK ROCKWELL AUTOMATION INC 3.5%
Value ($000) $4,131 Shares 14,450 Est. Cost $296.68 Unrealized 0.0%
AAPL APPLE INC 3.3%
Value ($000) $3,946 Shares 23,047 Est. Cost $172.06 Unrealized +5.4%
BABA ALIBABA GROUP HLDG LTD 2.9%
Value ($000) $3,470 Shares 40,000 Est. Cost $83.35 Unrealized
NU NU HLDGS LTD 2.9%
Value ($000) $3,444 Shares 475,000 Est. Cost $6.53 Unrealized +14.6%
STLA STELLANTIS N.V 2.9%
Value ($000) $3,443 Shares 180,000 Est. Cost $17.86 Unrealized
ENPH ENPHASE ENERGY INC 2.8%
Value ($000) $3,304 Shares 27,500 Est. Cost $182.81 Unrealized -22.1%
GOOGL ALPHABET INC 2.4%
Value ($000) $2,832 Shares 21,639 Est. Cost $115.79 Unrealized +10.9%
NFE NEW FORTESS ENERGY INC 2.2%
Value ($000) $2,622 Shares 80,000 Est. Cost $32.13 Unrealized -8.5%
LNG CHENIERE ENERGY INC 2.1%
Value ($000) $2,489 Shares 15,000 Est. Cost $149.92 Unrealized +7.6%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $2,238 Shares 15,000 Est. Cost $158.88 Unrealized 0.0%
HTZ HERTZ GLOBAL HLDGS INC 1.7%
Value ($000) $1,968 Shares 160,693 Est. Cost $16.72 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.6%
Value ($000) $1,955 Shares 22,500 Est. Cost $92.34 Unrealized
XYZ BLOCK INC 1.5%
Value ($000) $1,770 Shares 40,000 Est. Cost $61.92 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $1,619 Shares 3,723 Est. Cost $44.77 Unrealized 0.0%
V VISA INC 1.3%
Value ($000) $1,587 Shares 6,898 Est. Cost $225.93 Unrealized +4.5%
NFLX NETFLIX INC 1.2%
Value ($000) $1,401 Shares 3,711 Est. Cost $42.39 Unrealized 0.0%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $1,364 Shares 3,733 Est. Cost $368.65 Unrealized +4.7%
EQIX EQUINIX INC 1.1%
Value ($000) $1,341 Shares 1,847 Est. Cost $735.97 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.1%
Value ($000) $1,306 Shares 5,520 Est. Cost $271.51 Unrealized 0.0%
BBWI BATH & BODY WORKS INC 1.1%
Value ($000) $1,304 Shares 38,584 Est. Cost $33.85 Unrealized 0.0%
LOW LOWES COS INC 1.1%
Value ($000) $1,288 Shares 6,198 Est. Cost $214.91 Unrealized 0.0%
PWR QUANTA SVCS INC 1.0%
Value ($000) $1,243 Shares 6,642 Est. Cost $199.88 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $429 Shares 1,714 Est. Cost $256.88 Unrealized 0.0%
KLAC KLA CORP 0.4%
Value ($000) $424 Shares 925 Est. Cost $469.45 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.4%
Value ($000) $424 Shares 4,115 Est. Cost $109.50 Unrealized 0.0%
IVZ INVESCO LTD 0.4%
Value ($000) $424 Shares 29,194 Est. Cost $14.36 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $423 Shares 3,053 Est. Cost $140.40 Unrealized 0.0%
NOW SERVICENOW INC 0.4%
Value ($000) $423 Shares 756 Est. Cost $114.08 Unrealized 0.0%
ADSK AUTODESK INC 0.4%
Value ($000) $422 Shares 2,040 Est. Cost $210.13 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $420 Shares 2,113 Est. Cost $196.69 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $420 Shares 3,813 Est. Cost $111.18 Unrealized 0.0%
EFX EQUIFAX INC 0.4%
Value ($000) $418 Shares 2,282 Est. Cost $200.72 Unrealized 0.0%
NDSN NORDSON CORP 0.4%
Value ($000) $417 Shares 1,870 Est. Cost $232.15 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $417 Shares 1,777 Est. Cost $118.33 Unrealized 0.0%
CERIDIAN HCM HLDG INC 0.4%
Value ($000) $416 Shares 6,138 Est. Cost $70.32 Unrealized 0.0%
ANSYS INC 0.3%
Value ($000) $416 Shares 1,398 Est. Cost $297.55 Unrealized
PAYC PAYCOM SOFTWARE INC 0.3%
Value ($000) $416 Shares 1,604 Est. Cost $299.32 Unrealized 0.0%
META META PLATFORMS INC 0.3%
Value ($000) $415 Shares 1,383 Est. Cost $245.05 Unrealized +22.1%
ALLE ALLEGION PLC 0.3%
Value ($000) $415 Shares 3,984 Est. Cost $109.30 Unrealized 0.0%
MCO MOODYS CORP 0.3%
Value ($000) $415 Shares 1,313 Est. Cost $333.80 Unrealized 0.0%
IR INGERSOLL RAND INC 0.3%
Value ($000) $415 Shares 6,511 Est. Cost $66.38 Unrealized 0.0%
ECL ECOLAB INC 0.3%
Value ($000) $415 Shares 2,449 Est. Cost $177.30 Unrealized 0.0%
INTU INTUIT 0.3%
Value ($000) $414 Shares 811 Est. Cost $498.82 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $413 Shares 1,043 Est. Cost $396.22 Unrealized 0.0%
IDXX IDEXX LABS INC 0.3%
Value ($000) $412 Shares 943 Est. Cost $498.67 Unrealized 0.0%
MMM 3M CO 0.3%
Value ($000) $412 Shares 4,400 Est. Cost $79.56 Unrealized 0.0%
GIS GENERAL MLS INC 0.3%
Value ($000) $412 Shares 6,431 Est. Cost $64.57 Unrealized 0.0%
INVH INVITATION HOMES INC 0.3%
Value ($000) $410 Shares 12,940 Est. Cost $31.38 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $410 Shares 3,793 Est. Cost $103.23 Unrealized 0.0%
ETN EATON CORP PLC 0.3%
Value ($000) $409 Shares 1,920 Est. Cost $209.69 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.3%
Value ($000) $409 Shares 3,859 Est. Cost $110.00 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $409 Shares 1,774 Est. Cost $230.07 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $408 Shares 2,798 Est. Cost $144.12 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $408 Shares 2,548 Est. Cost $48.96 Unrealized +5.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $407 Shares 2,613 Est. Cost $148.89 Unrealized +3.0%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $400 Shares 2,032 Est. Cost $200.78 Unrealized +8.1%
EIX EDISON INTL 0.3%
Value ($000) $399 Shares 6,311 Est. Cost $62.39 Unrealized 0.0%
SOUTHWEST AIRLS CO 0.1%
Value ($000) $157 Shares 2,500 Est. Cost Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $117.51 Unrealized +14.0%
GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized