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Squarepoint

Squarepoint Portfolio holdings

AUM $85.1B
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
+7.84%
1 Year Est. Return
+20.93%
3 Year Est. Return
+51.38%
5 Year Est. Return
+34.63%
10 Year Est. Return
+146.23%
AUM
$16.8B
AUM Growth
+$5.61B
Cap. Flow
+$4.76B
Cap. Flow %
28.29%
Top 10 Hldgs %
34.53%
Holding
3,002
New
714
Increased
860
Reduced
861
Closed
563

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 14.5%
2 Technology 7.92%
3 Financials 7.86%
4 Healthcare 7.07%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LAND
2651
Gladstone Land Corp
LAND
$368M
-16,051
Closed -$191K
HAPN
2652
Happen Inc
HAPN
$2.08B
-84,600
Closed -$1.11M
LCII icon
2653
LCI Industries
LCII
$2.51B
-21,428
Closed -$1.97M
LDOS icon
2654
Leidos
LDOS
$14.1B
-116,301
Closed -$9.99M
LFT
2655
Lument Finance Trust
LFT
$41.9M
-10,008
Closed -$34K
LIN icon
2656
Linde
LIN
$237B
-18,256
Closed -$3.54M
LLY icon
2657
Eli Lilly
LLY
$1.07T
-148,729
Closed -$17.2M
LMAT icon
2658
LeMaitre Vascular
LMAT
$2.18B
-13,716
Closed -$469K
LMB icon
2659
Limbach Holdings
LMB
$867M
-21,894
Closed -$108K
LMT icon
2660
CALL
Lockheed Martin
LMT
$134B
-800
Closed -$312K
LMT icon
2661
Lockheed Martin
LMT
$134B
-21,170
Closed -$8.26M
LMT icon
2662
PUT
Lockheed Martin
LMT
$134B
-800
Closed -$312K
LOW icon
2663
CALL
Lowe's Companies
LOW
$116B
-1,900
Closed -$209K
LOW icon
2664
PUT
Lowe's Companies
LOW
$116B
-1,900
Closed -$209K
LXFR icon
2665
Luxfer Holdings
LXFR
$460M
-17,537
Closed -$273K
MAR icon
2666
Marriott International
MAR
$98.7B
-265,681
Closed -$33M
MAS icon
2667
Masco
MAS
$16B
-440,754
Closed -$18.4M
MCHI icon
2668
iShares MSCI China ETF
MCHI
$6.04B
-209,366
Closed -$11.7M
MCS icon
2669
Marcus Corp
MCS
$732M
-50,957
Closed -$1.89M
MEC icon
2670
Mayville Engineering Co
MEC
$772M
-28,821
Closed -$380K
MGPI icon
2671
MGP Ingredients
MGPI
$378M
-23,482
Closed -$1.17M
MLCO icon
2672
Melco Resorts & Entertainment
MLCO
$2.1B
-34,312
Closed -$666K
MNKD icon
2673
MannKind Corp
MNKD
$1.28B
-130,400
Closed -$163K
MO icon
2674
CALL
Altria Group
MO
$122B
-4,900
Closed -$200K
MO icon
2675
Altria Group
MO
$122B
-989,184
Closed -$40.5M

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Squarepoint's Q4 2019 Portfolio in Review

As of Q4 2019, Squarepoint held 3,002 positions worth $16.8B, up 50% from $11.2B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Squarepoint deployed $4.76B of net new capital in Q4 2019, opening 714 new positions and adding to 860 existing holdings. Its largest new stake was State Street Technology Select Sector SPDR ETF: 13,207,978 shares worth $605M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, down from 21% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Starbucks, an estimated $89.1M trimmed.

  • Squarepoint's largest Q4 2019 buy was State Street Technology Select Sector SPDR ETF: 13,207,978 shares worth $605M.
  • Squarepoint added most to iShares Core S&P 500 ETF in Q4 2019, an estimated $3.61B increase.
  • Squarepoint's biggest Q4 2019 reduction was Starbucks, cutting an estimated $89.1M.
  • Squarepoint fully exited State Street Communication Services Select Sector SPDR ETF in Q4 2019, selling an estimated $161M.
  • Squarepoint's ten largest holdings make up 35% of its $16.8B portfolio in Q4 2019.
  • Squarepoint opened 714 new positions and closed 563 in Q4 2019.
  • Squarepoint's portfolio value rose 50% quarter-over-quarter to $16.8B.

Based on Squarepoint's 13F filing for Q4 2019, filed 14 Feb 2020.