Quantitative Investment Management, LLC

data from 30/09/2025

Capitalization

$ 719.192 M -3.57 %

Average holding period

3 ans

Performance

$ 1.556 B 62.64 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Quantitative Investment Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TSLA Tesla Inc 4.87% 35.007 M $ 78719 2024/12/31 0.000 $ 0.00 %
2025/09/30 NVDA Nvidia Corp 3.94% 28.342 M $ 151906 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 3.57% 25.653 M $ 140627 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLU SPDR S&P Utilities ETF 3.06% 21.980 M $ 252036 2024/06/30 240.453 K $ 6.80 %
2025/09/30 XLE SPDR Energy Select Sector Fund 2.96% 21.253 M $ 237894 2025/03/31 235.356 K $ 5.34 %
2025/09/30 MRVL Marvell Technology Group Ltd 2.85% 20.477 M $ 243580 2024/09/30 0.000 $ 0.00 %
2025/09/30 PANW PALO ALTO NETWORKS INC 2.48% 17.805 M $ 87443 2025/06/30 -36.187 K $ -0.50 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.36% 16.946 M $ 104743 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETHA iShares Ethereum Trust ETF 2.23% 16.067 M $ 509918 2025/06/30 432.712 K $ 65.27 %
2025/09/30 LLY ELI LILLY AND CO 2.04% 14.651 M $ 19202 2024/12/31 -400.621 K $ -2.12 %
2025/09/30 RGTI Rigetti Computing Inc 2.01% 14.428 M $ 484337 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMAT Applied Materials Inc 1.94% 13.928 M $ 68028 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC COM 1.83% 13.125 M $ 173877 2024/03/31 47.546 K $ 8.76 %
2025/09/30 IONQ IONQ Inc 1.69% 12.158 M $ 197700 2025/03/31 0.000 $ 0.00 %
2025/09/30 NVO NOVO NORDISK A/S 1.53% 11.025 M $ 198699 2024/12/31 0.000 $ 0.00 %
2025/09/30 HIMS Hims & Hers Health Inc 1.43% 10.302 M $ 181633 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARKK ARK Innovation ETF 1.42% 10.220 M $ 118425 2024/06/30 0.000 $ 0.00 %
2025/09/30 ORCL Oracle Corp 1.20% 8.621 M $ 30655 2023/03/31 0.000 $ 0.00 %
2025/09/30 XLF SPDR S&P Financial ETF 1.18% 8.488 M $ 157580 2025/03/31 1.677 M $ 2.86 %
2025/09/30 WMT Walmart Inc 1.18% 8.482 M $ 82309 2024/12/31 420.858 K $ 5.40 %
2025/09/30 UNP UNION PACIFIC CORP 1.16% 8.362 M $ 35378 2025/06/30 47.885 K $ 2.73 %
2025/09/30 ASML ASML HOLDING N.V. 1.07% 7.679 M $ 7933 2025/09/30 0.000 $ 0.00 %
2025/09/30 DLTR Dollar Tree Inc 1.06% 7.624 M $ 80793 2024/09/30 0.000 $ 0.00 %
2025/09/30 SMCI Super Micro Computer Inc 0.99% 7.139 M $ 148924 2024/12/31 -176.740 K $ -2.18 %
2025/09/30 ACN Accenture Plc 0.98% 7.073 M $ 28685 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT Microsoft Corp 0.88% 6.345 M $ 12252 2025/09/30 0.000 $ 0.00 %
2025/09/30 DG Dollar General Corp 0.86% 6.191 M $ 59911 2023/03/31 -341.885 K $ -9.64 %
2025/09/30 CRWD Crowdstrike Holdings Inc 0.82% 5.928 M $ 12089 2024/12/31 -45.621 K $ -3.72 %
2025/09/30 PM Philip Morris International Inc 0.81% 5.860 M $ 36132 2025/09/30 0.000 $ 0.00 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.78% 5.633 M $ 33667 2025/09/30 0.000 $ 0.00 %
2025/09/30 FI Fiserv Inc 0.78% 5.615 M $ 43557 2025/09/30 0.000 $ 0.00 %
2025/09/30 RIVN Rivian Automotive Inc 0.78% 5.612 M $ 382298 2025/09/30 0.000 $ 0.00 %
2025/09/30 PDD PDD Holdings Inc 0.72% 5.207 M $ 39402 2025/09/30 0.000 $ 0.00 %
2025/09/30 KWEB KraneShares CSI China Internet ETF 0.72% 5.171 M $ 123104 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALD'S CORP 0.69% 4.974 M $ 16371 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBM International Business Machines Corp 0.67% 4.840 M $ 17156 2024/12/31 0.000 $ 0.00 %
2025/09/30 HOOD Robinhood Markets Inc 0.65% 4.661 M $ 32560 2025/03/31 0.000 $ 0.00 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.63% 4.540 M $ 9361 2024/09/30 225.313 K $ 19.63 %
2025/09/30 SMH VanEck Semiconductor ETF 0.62% 4.463 M $ 13678 2025/09/30 0.000 $ 0.00 %
2025/09/30 WBD Warner Bros Disc Inc 0.57% 4.086 M $ 209217 2025/06/30 598.729 K $ 70.44 %
2025/09/30 NU Nu Holdings Ltd Cl A 0.52% 3.750 M $ 234256 2025/06/30 24.876 K $ 16.70 %
2025/09/30 SOXX iShares Semiconductor ETF 0.50% 3.582 M $ 13214 2025/09/30 0.000 $ 0.00 %
2025/09/30 XYZ Block Inc 0.50% 3.570 M $ 49399 2024/09/30 0.000 $ 0.00 %
2025/09/30 WING Wingstop Inc 0.47% 3.385 M $ 13451 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC Wells Fargo & Co 0.44% 3.182 M $ 37972 2025/03/31 222.606 K $ 4.62 %
2025/09/30 CVS Cvs Health Corp 0.43% 3.117 M $ 41355 2025/06/30 847.305 K $ 9.29 %
2025/09/30 SNPS Synopsys Inc 0.43% 3.068 M $ 6219 2025/09/30 0.000 $ 0.00 %
2025/09/30 NTRA Natera Inc 0.42% 3.004 M $ 18662 2024/12/31 -99.704 K $ -4.72 %
2025/09/30 FTNT Fortinet Inc 0.41% 2.976 M $ 35395 2024/09/30 -112.614 K $ -20.48 %
2025/09/30 LMT Lockheed Martin Corp 0.41% 2.963 M $ 5937 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM Qualcomm Inc 0.39% 2.794 M $ 16800 2024/09/30 33.803 K $ 4.46 %
2025/09/30 YUM YUM! BRANDS INC 0.39% 2.769 M $ 18220 2024/03/31 6.215 K $ 2.58 %
2025/09/30 XLK SPDR S&P Technology ETF 0.38% 2.737 M $ 9714 2025/09/30 0.000 $ 0.00 %
2025/09/30 XPEV Xpeng Inc 0.38% 2.720 M $ 116157 2025/03/31 0.000 $ 0.00 %
2025/09/30 LYFT LYFT Inc 0.37% 2.674 M $ 121508 2025/06/30 93.925 K $ 39.80 %
2025/09/30 WAT Waters Corp 0.36% 2.615 M $ 8723 2024/06/30 0.000 $ 0.00 %
2025/09/30 CRM Salesforce Inc 0.36% 2.595 M $ 10951 2024/09/30 0.000 $ 0.00 %
2025/09/30 BTI British American Tobacco Industries 0.36% 2.574 M $ 48494 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETN EATON CORP PLC 0.35% 2.546 M $ 6804 2024/06/30 0.000 $ 0.00 %
2025/09/30 UBER Uber Technologies Inc 0.34% 2.480 M $ 25321 2025/06/30 333.227 K $ 5.01 %
2025/09/30 COO Cooper Companies Inc 0.34% 2.469 M $ 36024 2025/06/30 -44.225 K $ -3.66 %
2025/09/30 IQV Iqvia Holdings Inc 0.34% 2.422 M $ 12754 2025/09/30 0.000 $ 0.00 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.33% 2.390 M $ 28615 2024/09/30 -50.628 K $ -17.28 %
2025/09/30 XOP SPDR S&P Oil & Gas Exploration & Product 0.33% 2.387 M $ 18062 2025/03/31 31.500 K $ 5.09 %
2025/09/30 ZM Zoom Communications Inc 0.32% 2.334 M $ 28300 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALL Allstate Corp (The) 0.32% 2.308 M $ 10753 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM Exxon Mobil Corp 0.32% 2.271 M $ 20146 2023/12/31 222.245 K $ 4.59 %
2025/09/30 WDAY Workday Inc 0.31% 2.234 M $ 9281 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUBS HUBSPOT INC 0.31% 2.214 M $ 4733 2025/03/31 0.000 $ 0.00 %
2025/09/30 VTR Ventas Inc 0.30% 2.173 M $ 31059 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRSK Verisk Analytics Inc 0.28% 2.046 M $ 8137 2023/12/31 0.000 $ 0.00 %
2025/09/30 WMB WILLIAMS COMPANIES INC (THE) 0.28% 2.028 M $ 32019 2023/06/30 16.981 K $ 0.86 %
2025/09/30 BAX BAXTER INTERNATIONAL INC 0.28% 2.004 M $ 88021 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLSK Cleanspark Inc 0.27% 1.959 M $ 135126 2025/06/30 318.396 K $ 31.46 %
2025/09/30 KMI Kinder Morgan Inc 0.27% 1.941 M $ 68597 2023/06/30 -36.056 K $ -3.71 %
2025/09/30 FERG Ferguson Enterprises Inc 0.27% 1.938 M $ 8632 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXC EXELON CORP 0.27% 1.935 M $ 43008 2025/06/30 121.631 K $ 3.66 %
2025/09/30 PPL PPL CORP 0.26% 1.894 M $ 50982 2025/03/31 0.000 $ 0.00 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC 0.25% 1.777 M $ 27675 2024/09/30 0.000 $ 0.00 %
2025/09/30 MASI Masimo Corp 0.25% 1.774 M $ 12025 2024/06/30 0.000 $ 0.00 %
2025/09/30 CB Chubb Limited 0.24% 1.741 M $ 6171 2024/09/30 0.000 $ 0.00 %
2025/09/30 ETSY Etsy Inc 0.24% 1.739 M $ 26201 2025/09/30 0.000 $ 0.00 %
2025/09/30 TGT TARGET CORP 0.24% 1.714 M $ 19115 2024/06/30 0.000 $ 0.00 %
2025/09/30 DOW DOW INC 0.24% 1.710 M $ 74597 2025/09/30 0.000 $ 0.00 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.23% 1.647 M $ 14376 2025/09/30 0.000 $ 0.00 %
2025/09/30 WGS GeneDx Holdings Corp 0.23% 1.623 M $ 15071 2025/09/30 0.000 $ 0.00 %
2025/09/30 TEAM Atlassian Corporation PLC 0.22% 1.614 M $ 10110 2023/03/31 0.000 $ 0.00 %
2025/09/30 VRT Vertiv Holdings Co 0.22% 1.601 M $ 10616 2024/12/31 0.000 $ 0.00 %
2025/09/30 CORT CORCEPT THERAPEUTICS INC 0.22% 1.593 M $ 19179 2025/09/30 0.000 $ 0.00 %
2025/09/30 APTV Aptiv Holdings Ltd. 0.22% 1.562 M $ 18121 2024/12/31 480.618 K $ 26.39 %
2025/09/30 EL ESTEE LAUDER COMPANIES INC (THE) 0.22% 1.554 M $ 17646 2025/09/30 0.000 $ 0.00 %
2025/09/30 BDX BECTON DICKINSON AND CO 0.22% 1.548 M $ 8273 2025/06/30 758.846 K $ 8.66 %
2025/09/30 XHB SPDR S&P Homebuilders ETF 0.21% 1.517 M $ 13694 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCL Carnival Corp 0.21% 1.494 M $ 51706 2024/06/30 0.000 $ 0.00 %
2025/09/30 INOD INNODATA INC 0.21% 1.493 M $ 19377 2025/09/30 0.000 $ 0.00 %
2025/09/30 SE Sea Ltd 0.21% 1.478 M $ 8271 2024/12/31 341.752 K $ 11.75 %
2025/09/30 NSC NORFOLK SOUTHERN CORP 0.20% 1.462 M $ 4867 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYX Paychex Inc 0.20% 1.456 M $ 11491 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOCS Doximity Inc 0.20% 1.426 M $ 19503 2025/06/30 236.318 K $ 19.26 %
2025/09/30 UAL United Airlines Holdings Inc 0.20% 1.418 M $ 14702 2023/09/30 0.000 $ 0.00 %