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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
+26.44%
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
$6.18B
AUM Growth
+$2.27B
Cap. Flow
+$1.4B
Cap. Flow %
22.72%
Top 10 Hldgs %
7.21%
Holding
2,699
New
906
Increased
683
Reduced
582
Closed
520

Top Buys

Rank Stock Value
1
BIIB icon
Biogen
BIIB
+$40.9M
2
PFE icon
Pfizer
PFE
+$37.8M
3
HON icon
Honeywell
HON
+$33.2M
4
JPM icon
JPMorgan Chase
JPM
+$32.4M
5
CME icon
CME Group
CME
+$31.7M

Top Sells

Rank Stock Value
1
EXC icon
Exelon
EXC
+$33.3M
2
PYPL icon
PayPal
PYPL
+$33.1M
3
AMZN icon
Amazon
AMZN
+$32.1M
4
PPG icon
PPG Industries
PPG
+$27.6M
5
ADSK icon
Autodesk
ADSK
+$26.4M

Sector Composition

Rank Sector Weight
1 Technology 15.23%
2 Consumer Discretionary 14.63%
3 Healthcare 13.67%
4 Financials 11.93%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MELI icon
2401
Mercado Libre
MELI
$91.3B
-1,274
Closed -$622K
MFA
2402
MFA Financial
MFA
$929M
-15,573
Closed -$97K
MGNI icon
2403
Magnite
MGNI
$2.65B
-16,649
Closed -$92K
MGTX icon
2404
MeiraGTx Holdings
MGTX
$1.09B
-29,225
Closed -$393K
MHK icon
2405
Mohawk Industries
MHK
$6.9B
-12,852
Closed -$980K
MHO icon
2406
M/I Homes
MHO
$3.83B
-48,666
Closed -$804K
MIDD icon
2407
Middleby
MIDD
$6.05B
-18,308
Closed -$1.04M
MRSH
2408
Marsh
MRSH
$86.3B
-34,886
Closed -$3.02M
MMM icon
2409
3M
MMM
$89B
-56,664
Closed -$6.47M
MNST icon
2410
Monster Beverage
MNST
$91.4B
-678,812
Closed -$19.1M
MRC
2411
DELISTED
MRC Global
MRC
-24,000
Closed -$102K
MRCC
2412
DELISTED
Monroe Capital Corp
MRCC
-16,654
Closed -$118K
MRKR icon
2413
Marker Therapeutics
MRKR
$20.3M
-1,324
Closed -$25K
MTH icon
2414
Meritage Homes
MTH
$4.87B
-86,422
Closed -$1.58M
MUSA icon
2415
Murphy USA
MUSA
$11.3B
-34,699
Closed -$2.93M
MYE icon
2416
Myers Industries
MYE
$1.18B
-17,222
Closed -$185K
NBHC icon
2417
National Bank Holdings
NBHC
$1.94B
-15,232
Closed -$364K
NBIX icon
2418
Neurocrine Biosciences
NBIX
$17.7B
-31,660
Closed -$2.74M
NBR icon
2419
Nabors Industries
NBR
$1.23B
-3,987
Closed -$78K
NET icon
2420
Cloudflare
NET
$93B
-16,889
Closed -$397K
NGS icon
2421
Natural Gas Services Group
NGS
$470M
-17,496
Closed -$78K
NKTR icon
2422
Nektar Therapeutics
NKTR
$2.39B
-5,156
Closed -$1.38M
NMFC icon
2423
New Mountain Finance
NMFC
$646M
-21,007
Closed -$143K
NOMD icon
2424
Nomad Foods
NOMD
$1.64B
-68,403
Closed -$1.27M
NOW icon
2425
ServiceNow
NOW
$102B
-52,175
Closed -$2.99M

Similar funds

Squarepoint's Q2 2020 Portfolio in Review

As of Q2 2020, Squarepoint held 2,699 positions worth $6.18B, up 58% from $3.91B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Squarepoint deployed $1.4B of net new capital in Q2 2020, opening 906 new positions and adding to 683 existing holdings. Its largest new stake was Citigroup: 482,502 shares worth $24.7M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was PayPal, an estimated $33.1M trimmed.

  • Squarepoint's largest Q2 2020 buy was Citigroup: 482,502 shares worth $24.7M.
  • Squarepoint added most to Biogen in Q2 2020, an estimated $40.9M increase.
  • Squarepoint's biggest Q2 2020 reduction was PayPal, cutting an estimated $33.1M.
  • Squarepoint fully exited Exelon in Q2 2020, selling an estimated $33.3M.
  • Squarepoint's ten largest holdings make up 7.2% of its $6.18B portfolio in Q2 2020.
  • Squarepoint opened 906 new positions and closed 520 in Q2 2020.
  • Squarepoint's portfolio value rose 58% quarter-over-quarter to $6.18B.

Based on Squarepoint's 13F filing for Q2 2020, filed 14 Aug 2020.