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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
+4.45%
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
$24.5B
AUM Growth
-$766M
Cap. Flow
+$1.16B
Cap. Flow %
4.71%
Top 10 Hldgs %
14.99%
Holding
4,039
New
907
Increased
1,143
Reduced
1,068
Closed
874

Sector Composition

Rank Sector Weight
1 Technology 10.7%
2 Consumer Discretionary 10.58%
3 Healthcare 6.83%
4 Industrials 5.75%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DM
3926
DELISTED
Desktop Metal, Inc.
DM
-18,871
Closed -$257K
SASR
3927
DELISTED
Sandy Spring Bancorp Inc
SASR
-29,426
Closed -$1.04M
MTTR
3928
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
-22,224
Closed -$62.2K
NKLA
3929
DELISTED
Nikola Corporation Common Stock
NKLA
-2,173
Closed -$141K
ROIC
3930
DELISTED
Retail Opportunity Investments Corp.
ROIC
-35,245
Closed -$530K
HTLF
3931
DELISTED
Heartland Financial USA, Inc.
HTLF
-10,522
Closed -$491K
CTLT
3932
DELISTED
CATALENT, INC.
CTLT
-500,600
Closed -$22.5M
TCS
3933
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
-1,523
Closed -$98.5K
MRO
3934
DELISTED
Marathon Oil Corporation
MRO
-256,017
Closed -$6.54M
DNMR
3935
DELISTED
Danimer Scientific, Inc.
DNMR
-317
Closed -$22.7K
LILM
3936
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
-35,471
Closed -$40.4K
PETQ
3937
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
-11,183
Closed -$103K
ME
3938
DELISTED
23andMe Holding Co
ME
-9,833
Closed -$425K
CHUY
3939
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
-7,555
Closed -$214K
TELL
3940
DELISTED
Tellurian Inc.
TELL
-31,492
Closed -$52.9K
TUP
3941
DELISTED
Tupperware Brands Corporation
TUP
-17,713
Closed -$73.3K
EGIO
3942
DELISTED
Edgio, Inc. Common Stock
EGIO
-2,622
Closed -$119K
BIG
3943
DELISTED
Big Lots, Inc.
BIG
-81,695
Closed -$1.2M
LL
3944
DELISTED
LL Flooring Holdings, Inc.
LL
-28,545
Closed -$160K
CONN
3945
DELISTED
Conn's Inc.
CONN
-24,439
Closed -$168K
VWE
3946
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
-20,477
Closed -$66.8K
SLCA
3947
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
-37,699
Closed -$471K
ASTR
3948
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
-1,760
Closed -$11.5K
AIRC
3949
DELISTED
Apartment Income REIT Corp.
AIRC
-70,232
Closed -$2.41M
SP
3950
DELISTED
SP Plus Corporation
SP
-6,615
Closed -$230K

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Squarepoint's Q1 2023 Portfolio in Review

As of Q1 2023, Squarepoint held 4,039 positions worth $24.5B, down 3% from $25.3B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Squarepoint deployed $1.16B of net new capital in Q1 2023, opening 907 new positions and adding to 1,143 existing holdings. Its largest new stake was iShares iBoxx $ High Yield Corporate Bond ETF: 2,782,957 shares worth $210M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was State Street Materials Select Sector SPDR ETF, an estimated $233M trimmed.

  • Squarepoint's largest Q1 2023 buy was iShares iBoxx $ High Yield Corporate Bond ETF: 2,782,957 shares worth $210M.
  • Squarepoint added most to CVS Health in Q1 2023, an estimated $132M increase.
  • Squarepoint's biggest Q1 2023 reduction was State Street Materials Select Sector SPDR ETF, cutting an estimated $233M.
  • Squarepoint fully exited Mondelez International in Q1 2023, selling an estimated $95.9M.
  • Squarepoint's ten largest holdings make up 15% of its $24.5B portfolio in Q1 2023.
  • Squarepoint opened 907 new positions and closed 874 in Q1 2023.
  • Squarepoint's portfolio value fell 3% quarter-over-quarter to $24.5B.

Based on Squarepoint's 13F filing for Q1 2023, filed 15 May 2023.