Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Qsemble Capital Management, LP

Q2 2023 · 13F-HR

Qsemble Capital Management, LPholdings as filed

Filed 2023-08-11 · accession 0001766159-23-000009

$140.9M
Reported value
197
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
H1467J104CBCHUBB LIMITED$1.7M1.20%8,800CommonSOLE
45687V106IRINGERSOLL RAND INC$1.7M1.20%25,900CommonSOLE
594918104MSFTMICROSOFT CORP$1.7M1.20%4,950CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M1.19%7,650CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$1.7M1.19%17,100CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.7M1.19%7,400CommonSOLE
88579Y101MMM3M CO$1.7M1.19%16,700CommonSOLE
907818108UNPUNION PAC CORP$1.7M1.18%8,150CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.7M1.18%3,750CommonSOLE
55354G100MSCIMSCI INC$1.7M1.18%3,550CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.7M1.17%30,600CommonSOLE
G29183103ETNEATON CORP PLC$1.6M1.17%8,200CommonSOLE
00287Y109ABBVABBVIE INC$1.6M1.17%12,200CommonSOLE
172967424CCITIGROUP INC$1.6M1.17%35,700CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.6M1.16%18,600CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.6M1.14%13,400CommonSOLE
427866108HSYHERSHEY CO$1.6M1.11%6,250CommonSOLE
42809H107HESHESS CORP$1.5M1.10%11,400CommonSOLE
579780206MKCMCCORMICK & CO INC$1.5M1.10%17,700CommonSOLE
191216100KOCOCA COLA CO$1.5M1.06%24,800CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.5M1.05%4,800CommonSOLE
761152107RMDRESMED INC$1.5M1.03%6,650CommonSOLE
217204106CPRTCOPART INC$1.4M1.02%15,800CommonSOLE
438516106HONHONEYWELL INTL INC$1.4M0.99%6,750CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.95%2,575CommonSOLE
631103108NDAQNASDAQ INC$1.3M0.95%26,900CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1.3M0.95%2,725CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.3M0.93%7,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.3M0.93%24,000CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1.3M0.92%39,700CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.3M0.92%26,400CommonSOLE
337932107FEFIRSTENERGY CORP$1.3M0.91%33,100CommonSOLE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$1.3M0.90%26,600CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.3M0.90%1,825CommonSOLE
166764100CVXCHEVRON CORP NEW$1.3M0.89%8,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.89%19,800CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.2M0.89%72,500CommonSOLE
682680103OKEONEOK INC NEW$1.2M0.88%20,200CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$1.2M0.86%27,000CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.2M0.86%6,100CommonSOLE
366651107ITGARTNER INC$1.2M0.86%3,450CommonSOLE
717081103PFEPFIZER INC$1.2M0.84%32,400CommonSOLE
314211103FHIFEDERATED HERMES INC$1.2M0.84%32,900CommonSOLE
931142103WMTWALMART INC$1.2M0.83%7,400CommonSOLE
G54950103LINLINDE PLC$1.1M0.81%3,000CommonSOLE
969457100WMBWILLIAMS COS INC$1.1M0.79%34,100CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.1M0.79%18,600CommonSOLE
92826C839VVISA INC$1.1M0.78%4,600CommonSOLE
20825C104COPCONOCOPHILLIPS$1.0M0.73%9,900CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.0M0.73%2,700CommonSOLE
031162100AMGNAMGEN INC$1.0M0.72%4,600CommonSOLE
060505104BACBANK AMERICA CORP$1.0M0.71%35,100CommonSOLE
052769106ADSKAUTODESK INC$1.0M0.71%4,900CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$997,5130.71%31,900CommonSOLE
654106103NKENIKE INC$982,2930.70%8,900CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$979,4840.70%11,300CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$960,2250.68%17,500CommonSOLE
565849106MRO*MARATHON OIL CORP$939,2160.67%40,800CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$938,4000.67%6,900CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$927,2160.66%27,400CommonSOLE
574599106MASMASCO CORP$918,0800.65%16,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$909,0750.65%425CommonSOLE
02079K305GOOGLALPHABET INC$885,7800.63%7,400CommonSOLE
461202103INTUINTUIT$882,0160.63%1,925CommonSOLE
531229854FWONKUSDLIBERTY MEDIA CORP DEL$850,6640.60%11,300CommonSOLE
871607107SNPSSYNOPSYS INC$849,0500.60%1,950CommonSOLE
68389X105ORCLORACLE CORP$845,5390.60%7,100CommonSOLE
87612E106TGTTARGET CORP$844,1600.60%6,400CommonSOLE
277432100EMNEASTMAN CHEM CO$837,2000.59%10,000CommonSOLE
444859102HUMHUMANA INC$827,1910.59%1,850CommonSOLE
690742101OCOWENS CORNING NEW$809,1000.57%6,200CommonSOLE
11135F101AVGOBROADCOM INC$806,7100.57%930CommonSOLE
G3922B107GGENPACT LIMITED$777,6990.55%20,700CommonSOLE
384109104GGGGRACO INC$768,5150.55%8,900CommonSOLE
37959E102GLGLOBE LIFE INC$767,3400.54%7,000CommonSOLE
775711104ROLROLLINS INC$715,2610.51%16,700CommonSOLE
437076102HDHOME DEPOT INC$714,4720.51%2,300CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$707,5440.50%9,300CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$706,9220.50%740CommonSOLE
513272104LWLAMB WESTON HLDGS INC$701,1950.50%6,100CommonSOLE
98419M100XYLXYLEM INC$698,2440.50%6,200CommonSOLE
889478103TOLTOLL BROTHERS INC$695,8160.49%8,800CommonSOLE
37045V100GMGENERAL MTRS CO$686,3680.49%17,800CommonSOLE
87612G101TRGPTARGA RES CORP$684,9000.49%9,000CommonSOLE
233331107DTEDTE ENERGY CO$682,1240.48%6,200CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$677,2740.48%3,900CommonSOLE
526057104LENLENNAR CORP$676,6740.48%5,400CommonSOLE
23345M107DTMDT MIDSTREAM INC$674,1520.48%13,600CommonSOLE
33829M101FIVEFIVE BELOW INC$668,2360.47%3,400CommonSOLE
311900104FASTFASTENAL CO$648,8900.46%11,000CommonSOLE
92343E102VRSNVERISIGN INC$632,7160.45%2,800CommonSOLE
629377508NRGNRG ENERGY INC$631,8910.45%16,900CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$629,5380.45%4,200CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$624,1620.44%6,600CommonSOLE
369550108GDGENERAL DYNAMICS CORP$613,1780.44%2,850CommonSOLE
858119100STLDSTEEL DYNAMICS INC$610,0080.43%5,600CommonSOLE
172062101CINFCINCINNATI FINL CORP$603,3840.43%6,200CommonSOLE
127097103CTRACOTERRA ENERGY INC$599,6100.43%23,700CommonSOLE
254687106DISDISNEY WALT CO$598,1760.42%6,700CommonSOLE
780287108RGLDROYAL GOLD INC$562,4220.40%4,900CommonSOLE
291011104EMREMERSON ELEC CO$560,4180.40%6,200CommonSOLE
747525103QCOMQUALCOMM INC$547,5840.39%4,600CommonSOLE
88033G407THCTENET HEALTHCARE CORP$545,2460.39%6,700CommonSOLE
871829107SYYSYSCO CORP$541,6600.38%7,300CommonSOLE
67066G104NVDANVIDIA CORPORATION$539,3510.38%1,275CommonSOLE
29364G103ETRENTERGY CORP NEW$525,7980.37%5,400CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$510,2620.36%20,600CommonSOLE
115236101BROBROWN & BROWN INC$502,5320.36%7,300CommonSOLE
718172109PMPHILIP MORRIS INTL INC$493,4690.35%5,055CommonSOLE
82489T104SWAVUSDSHOCKWAVE MED INC$485,1970.34%1,700CommonSOLE
406216101HALHALLIBURTON CO$475,0560.34%14,400CommonSOLE
G3223R108EGEVEREST RE GROUP LTD$461,5110.33%1,350CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$459,1360.33%6,400CommonSOLE
235851102DHRDANAHER CORPORATION$456,0000.32%1,900CommonSOLE
244199105DEDEERE & CO$455,8390.32%1,125CommonSOLE
58733R102MELIMERCADOLIBRE INC$450,1480.32%380CommonSOLE
704326107PAYXPAYCHEX INC$447,4800.32%4,000CommonSOLE
723787107PXDEURPIONEER NAT RES CO$445,4370.32%2,150CommonSOLE
880779103TEXTEREX CORP NEW$436,7590.31%7,300CommonSOLE
30034W106EVRGEVERGY INC$432,3080.31%7,400CommonSOLE
149123101CATCATERPILLAR INC$430,5880.31%1,750CommonSOLE
679295105OKTAOKTA INC$429,9700.31%6,200CommonSOLE
87901J105TGNATEGNA INC$425,4880.30%26,200CommonSOLE
209115104EDCONSOLIDATED EDISON INC$415,8400.30%4,600CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$414,3420.29%900CommonSOLE
345370860FFORD MTR CO DEL$413,0490.29%27,300CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$408,8160.29%1,600CommonSOLE
90138F102TWLOTWILIO INC$407,1680.29%6,400CommonSOLE
759916109RGENREPLIGEN CORP$396,0880.28%2,800CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$393,5680.28%2,800CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$391,5480.28%145CommonSOLE
72703H101PLNTPLANET FITNESS INC$391,1520.28%5,800CommonSOLE
876030107TPRTAPESTRY INC$385,2000.27%9,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$378,5600.27%2,600CommonSOLE
30231G102XOMEXXON MOBIL CORP$375,3750.27%3,500CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$368,3900.26%2,200CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$363,5060.26%1,550CommonSOLE
201723103CMCCOMMERCIAL METALS CO$363,3540.26%6,900CommonSOLE
888787108TOSTTOAST INC$356,6060.25%15,800CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$350,6070.25%1,900CommonSOLE
379577208GMEDGLOBUS MED INC$345,3320.25%5,800CommonSOLE
682189105ONON SEMICONDUCTOR CORP$331,0300.23%3,500CommonSOLE
N00985106AERAERCAP HOLDINGS NV$330,3040.23%5,200CommonSOLE
959802109WUWESTERN UN CO$324,9210.23%27,700CommonSOLE
830566105SKAASKECHERS U S A INC$321,2260.23%6,100CommonSOLE
228368106CCKCROWN HLDGS INC$312,7320.22%3,600CommonSOLE
15135B101CNCCENTENE CORP DEL$310,2700.22%4,600CommonSOLE
00508Y102AYIACUITY BRANDS INC$309,8520.22%1,900CommonSOLE
872590104TMUST-MOBILE US INC$305,5800.22%2,200CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$305,3480.22%1,150CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$303,8100.22%2,600CommonSOLE
91529Y106UNMUNUM GROUP$300,5100.21%6,300CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$291,7120.21%8,600CommonSOLE
26210C104DBXDROPBOX INC$290,7030.21%10,900CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$288,2100.20%3,000CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$288,0850.20%1,102CommonSOLE
422806109HEIHEICO CORP NEW$283,1040.20%1,600CommonSOLE
26969P108EXPEAGLE MATLS INC$279,6300.20%1,500CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$277,3800.20%2,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$276,3680.20%575CommonSOLE
B38564108CMBTEURONAV NV$270,9160.19%17,800CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$269,8920.19%5,400CommonSOLE
25754A201DPZDOMINOS PIZZA INC$269,5920.19%800CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$264,0490.19%7,100CommonSOLE
73278L105POOLPOOL CORP$262,2480.19%700CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$258,7040.18%2,300CommonSOLE
855244109SBUXSTARBUCKS CORP$257,5560.18%2,600CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$254,2500.18%4,500CommonSOLE
29355A107ENPHENPHASE ENERGY INC$251,2200.18%1,500CommonSOLE
912008109USFDUS FOODS HLDG CORP$250,8000.18%5,700CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$250,1590.18%1,300CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$248,2700.18%5,500CommonSOLE
88339J105TTDTHE TRADE DESK INC$247,1040.18%3,200CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$246,9150.18%5,900CommonSOLE
370334104GISGENERAL MLS INC$245,4400.17%3,200CommonSOLE
23918K108DVADAVITA INC$241,1280.17%2,400CommonSOLE
860630102SFSTIFEL FINL CORP$238,6800.17%4,000CommonSOLE
806407102HSICHENRY SCHEIN INC$235,1900.17%2,900CommonSOLE
819047101SHAKSHAKE SHACK INC$233,1600.17%3,000CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$228,7120.16%2,200CommonSOLE
45167R104IEXIDEX CORP$226,0230.16%1,050CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$223,9750.16%2,500CommonSOLE
285512109EAELECTRONIC ARTS INC$220,4900.16%1,700CommonSOLE
343412102FLRFLUOR CORP NEW$219,0400.16%7,400CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$213,3320.15%1,900CommonSOLE
69351T106PPLPPL CORP$211,6800.15%8,000CommonSOLE
117043109BCBRUNSWICK CORP$207,9360.15%2,400CommonSOLE
81730H109SSENTINELONE INC$206,8700.15%13,700CommonSOLE
22052L104CTVACORTEVA INC$206,2800.15%3,600CommonSOLE
093671105HRBBLOCK H & R INC$203,9680.14%6,400CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$200,8320.14%2,400CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$172,4730.12%12,900CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$155,4400.11%13,400CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$148,8880.11%14,800CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$120,4560.09%12,600CommonSOLE
477143101JBLUJETBLUE AWYS CORP$103,6620.07%11,700CommonSOLE
904311107UAAUNDER ARMOUR INC$87,3620.06%12,100CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.