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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
+5.92%
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
$37.8B
AUM Growth
+$3.01B
Cap. Flow
+$2.29B
Cap. Flow %
6.05%
Top 10 Hldgs %
28.5%
Holding
3,708
New
866
Increased
1,032
Reduced
1,024
Closed
599

Top Sells

Rank Stock Value
1
ABNB icon
Airbnb
ABNB
+$236M
2
TJX icon
TJX Companies
TJX
+$119M
3
AMZN icon
Amazon
AMZN
+$113M
4
KO icon
Coca-Cola
KO
+$104M
5
TGT icon
Target
TGT
+$95.8M

Sector Composition

Rank Sector Weight
1 Technology 8.91%
2 Consumer Discretionary 6.49%
3 Healthcare 3.98%
4 Industrials 3.64%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TEAD
3426
Teads Holding Co
TEAD
$75.2M
-35,000
Closed -$518K
OCFC icon
3427
OceanFirst Financial
OCFC
$1.7B
-14,218
Closed -$304K
OCSL icon
3428
Oaktree Specialty Lending
OCSL
$1.03B
-3,793
Closed -$80K
OCUL icon
3429
Ocular Therapeutix
OCUL
$1.86B
-19,913
Closed -$199K
OESX icon
3430
Orion Energy Systems
OESX
$41.1M
-2,977
Closed -$116K
OLN icon
3431
Olin
OLN
$2.64B
-64,773
Closed -$3.13M
ACH
3432
Accendra Health
ACH
$240M
-28,614
Closed -$895K
ONEW icon
3433
OneWater Marine
ONEW
$214M
-9,199
Closed -$370K
ORA icon
3434
Ormat Technologies
ORA
$6.11B
-4,091
Closed -$273K
OSPN icon
3435
OneSpan
OSPN
$562M
-25,816
Closed -$485K
OTLK icon
3436
Outlook Therapeutics
OTLK
$264M
-565
Closed -$25K
OVV icon
3437
Ovintiv
OVV
$17.7B
-39,500
Closed -$1.3M
PAGS icon
3438
PagSeguro Digital
PAGS
$2.57B
-9,933
Closed -$514K
PAYO icon
3439
Payoneer
PAYO
$2.41B
-46,914
Closed -$401K
PCG icon
3440
PG&E
PCG
$47.8B
-10,830
Closed -$104K
PCH
3441
DELISTED
PotlatchDeltic
PCH
-4,783
Closed -$247K
PDD icon
3442
CALL
Pinduoduo
PDD
$118B
-59,700
Closed -$5.41M
PEN icon
3443
Penumbra
PEN
$12.5B
-4,771
Closed -$1.27M
PH icon
3444
CALL
Parker-Hannifin
PH
$125B
-900
Closed -$252K
PH icon
3445
PUT
Parker-Hannifin
PH
$125B
-900
Closed -$252K
PHR icon
3446
Phreesia
PHR
$632M
-17,392
Closed -$1.07M
PK icon
3447
Park Hotels & Resorts
PK
$2.97B
-26,293
Closed -$503K
AGPU
3448
Axe Compute Inc
AGPU
$78M
-45
Closed -$18K
PRCT icon
3449
Procept Biorobotics
PRCT
$950M
-26,549
Closed -$1.01M
PRDO icon
3450
Perdoceo Education
PRDO
$1.9B
-26,092
Closed -$276K

Similar funds

Squarepoint's Q4 2021 Portfolio in Review

As of Q4 2021, Squarepoint held 3,708 positions worth $37.8B, up 8.7% from $34.8B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Squarepoint deployed $2.29B of net new capital in Q4 2021, opening 866 new positions and adding to 1,032 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 7,787,959 shares worth $3.7B.

By sector, the portfolio is most concentrated in Technology at 8.9% of assets, up from 7.6% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Airbnb, an estimated $236M trimmed.

  • Squarepoint's largest Q4 2021 buy was State Street SPDR S&P 500 ETF Trust: 7,787,959 shares worth $3.7B.
  • Squarepoint added most to iShares Core S&P 500 ETF in Q4 2021, an estimated $921M increase.
  • Squarepoint's biggest Q4 2021 reduction was Airbnb, cutting an estimated $236M.
  • Squarepoint fully exited Invesco QQQ Trust in Q4 2021, selling an estimated $77.8M.
  • Squarepoint's ten largest holdings make up 28% of its $37.8B portfolio in Q4 2021.
  • Squarepoint opened 866 new positions and closed 599 in Q4 2021.
  • Squarepoint's portfolio value rose 8.7% quarter-over-quarter to $37.8B.

Based on Squarepoint's 13F filing for Q4 2021, filed 14 Feb 2022.