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Hartree Partners Portfolio holdings

AUM $467M
1-Year Est. Return 66.71%
This Fund
S&P 500
This Quarter Est. Return
+93.96%
1 Year Est. Return
+66.71%
3 Year Est. Return
+163.39%
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$274M
Cap. Flow
+$178M
Cap. Flow %
40.51%
Top 10 Hldgs %
57.11%
Holding
70
New
48
Increased
2
Reduced
7
Closed
9
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QS icon
1
QuantumScape Corp
QS
$3.05B
$76M 17.26%
+900,000
New +$33M
SRLP
2
DELISTED
SPRAGUE RESOURCES LP
SRLP
$40.1M 9.1%
2,115,365
+28,007
+1% +$478K
QELL
3
DELISTED
Qell Acquisition Corp. Class A Ordinary Shares
QELL
$21.5M 4.88%
+1,750,000
New +$20.6M
BFLY icon
4
Butterfly Network
BFLY
$1.86B
$19.8M 4.49%
+1,000,000
New +$12.8M
PCPC.U
5
DELISTED
Periphas Capital Partnering Corporation CAPS, each consisting of one share of Class A common stock and one-quarter of one redeemable warrant
PCPC.U
$18.3M 4.15%
+700,000
New +$18M
NOACU
6
DELISTED
Natural Order Acquisition Corp. Unit
NOACU
$16.3M 3.7%
+1,500,000
New +$16M
FMAC
7
DELISTED
FirstMark Horizon Acquisition Corp.
FMAC
$15.9M 3.61%
+1,500,000
New +$15.6M
RICE.U
8
DELISTED
Rice Acquisition Corp. Units, each consisting of one share of our Class A common stock and one-half
RICE.U
$15.4M 3.49%
+1,359,341
New +$14.6M
MTACU
9
DELISTED
MedTech Acquisition Corporation Unit
MTACU
$14.5M 3.29%
+1,380,000
New +$14.4M
PSTH
10
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
$13.9M 3.15%
500,000
DDMXU
11
DELISTED
DD3 Acquisition Corp. II Unit
DDMXU
$13.1M 2.98%
+1,250,000
New +$13M
STEM icon
12
Stem
STEM
$44.3M
$13.1M 2.97%
+32,000
New +$8.06M
EVGO icon
13
EVgo
EVGO
$219M
$10.7M 2.43%
+1,000,000
New +$10.3M
AJAX.U
14
DELISTED
Capri Listco Units, each consisting of one Class A ordinary share and one-fourth of one redeemable w
AJAX.U
$9.31M 2.11%
+750,000
New +$8.22M
NGA
15
DELISTED
Northern Genesis Acquisition Corp.
NGA
$8.89M 2.02%
+391,800
New +$4.79M
ARCH
16
DELISTED
Arch Resources, Inc.
ARCH
$8.47M 1.92%
193,406
-68,230
-26% -$2.55M
NRDY icon
17
Nerdy
NRDY
$108M
$8.32M 1.89%
+750,000
New +$8.15M
ATA.U
18
DELISTED
Americas Technology Acquisition Corp. Units, each consisting of one Ordinary Share and one half of Redeemable Warrant
ATA.U
$7.71M 1.75%
+750,000
New +$7.66M
RMGBU
19
DELISTED
RMG Acquisition Corp. II Unit
RMGBU
$6.69M 1.52%
+600,000
New +$6.39M
VLTA
20
DELISTED
Volta Inc.
VLTA
$6.39M 1.45%
+600,000
New +$6.28M
NRG icon
21
NRG Energy
NRG
$26.2B
$6.38M 1.45%
170,000
-30,000
-15% -$987K
AEE icon
22
Ameren
AEE
$30.4B
$5.93M 1.35%
76,000
-11,000
-13% -$881K
BWACU
23
DELISTED
Better World Acquisition Corp. Unit
BWACU
$5.8M 1.32%
+525,000
New +$5.41M
ETR icon
24
Entergy
ETR
$50.3B
$5.59M 1.27%
112,000
-18,000
-14% -$947K
RCHGU
25
DELISTED
Recharge Acquisition Corp. Unit
RCHGU
$5.35M 1.21%
+500,000
New +$5.04M

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Hartree Partners's Q4 2020 Portfolio in Review

As of Q4 2020, Hartree Partners held 70 positions worth $440M, up 164% from $167M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Hartree Partners deployed $178M of net new capital in Q4 2020, opening 48 new positions and adding to 2 existing holdings. Its largest new stake was QuantumScape Corp: 900,000 shares worth $76M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, up from 1% a quarter earlier, followed by Financials and Utilities.

On the sell side, the largest reduction was Northern Genesis Acquisition Corp. Units, each consisting of one share of common stock and one-half, an estimated $32.8M trimmed.

  • Hartree Partners's largest Q4 2020 buy was QuantumScape Corp: 900,000 shares worth $76M.
  • Hartree Partners added most to Alussa Energy Acquisition Corp in Q4 2020, an estimated $2.24M increase.
  • Hartree Partners's biggest Q4 2020 reduction was Northern Genesis Acquisition Corp. Units, each consisting of one share of common stock and one-half, cutting an estimated $32.8M.
  • Hartree Partners fully exited Qell Acquisition Corp. Unit in Q4 2020, selling an estimated $17.5M.
  • Hartree Partners's ten largest holdings make up 57% of its $440M portfolio in Q4 2020.
  • Hartree Partners opened 48 new positions and closed 9 in Q4 2020.
  • Hartree Partners's portfolio value rose 164% quarter-over-quarter to $440M.

Based on Hartree Partners's 13F filing for Q4 2020, filed 16 Feb 2021.