CQS (US), LLC

data from 30/06/2024

Capitalization

$ 367.340 M -5.43 %

Average holding period

9 ans

Performance

$ 6.379 B 408.47 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CQS (US), LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/06/30 ON SEMICONDUCTOR CORP 9.03% 33.165 M $ 23700000 2022/06/30 -1.659 M $ -4.76 %
2024/06/30 BOOKING HOLDINGS INC 8.57% 31.470 M $ 14950000 2021/06/30 2.691 M $ 9.31 %
2024/06/30 AKAMAI TECHNOLOGIES INC 8.49% 31.170 M $ 29650000 2019/12/31 -3.854 M $ -10.99 %
2024/06/30 FORD MTR CO DEL 8.47% 31.103 M $ 30700000 2022/03/31 -928.500 K $ -2.89 %
2024/06/30 EURONET WORLDWIDE INC 7.59% 27.878 M $ 28796000 2020/03/31 -143.980 K $ -0.51 %
2024/06/30 SOUTHWEST AIRLS CO 7.33% 26.934 M $ 26850000 2021/03/31 -273.500 K $ -0.99 %
2024/06/30 URG UR-ENERGY INC 4.66% 17.114 M $ 12223939 2019/12/31 -3.040 M $ -15.63 %
2024/06/30 WAYFAIR INC 3.60% 13.228 M $ 14178000 2021/09/30 31.191 K $ 0.24 %
2024/06/30 SEMTECH CORP 3.38% 12.417 M $ 11700000 2023/12/31 409.659 K $ 7.27 %
2024/06/30 BURLINGTON STORES INC 2.79% 10.238 M $ 8750000 2021/06/30 -87.500 K $ -0.85 %
2024/06/30 UEC URANIUM ENERGY CORP 2.62% 9.615 M $ 1599865 2019/12/31 -2.096 M $ -19.41 %
2024/06/30 ENPHASE ENERGY INC 2.54% 9.317 M $ 11200000 2023/03/31 -370.944 K $ -3.83 %
2024/06/30 ARRAY TECHNOLOGIES INC 2.42% 8.883 M $ 11000000 2022/12/31 -1.293 M $ -12.70 %
2024/06/30 DATADOG INC 2.37% 8.696 M $ 6000000 2021/06/30 240.000 K $ 2.84 %
2024/06/30 FANG DIAMONDBACK ENERGY INC 1.95% 7.147 M $ 35700 2021/12/31 164.862 K $ 2.15 %
2024/06/30 RIG TRANSOCEAN LTD 1.89% 6.928 M $ 1295000 2022/06/30 -1.709 M $ -21.02 %
2024/06/30 CCJ CAMECO CORP 1.81% 6.642 M $ 135000 2022/03/31 468.449 K $ 8.01 %
2024/06/30 JETBLUE AIRWAYS CORP 1.79% 6.561 M $ 7434000 2022/06/30 55.754 K $ 0.86 %
2024/06/30 ON SEMICONDUCTOR CORP 1.77% 6.493 M $ 6750000 2024/03/31 -166.530 K $ -2.59 %
2024/06/30 AKAMAI TECHNOLOGIES INC 1.52% 5.578 M $ 5750000 2023/12/31 -450.000 K $ -8.53 %
2024/06/30 EOG EOG RES INC 1.46% 5.362 M $ 42600 2021/12/31 -137.171 K $ -2.52 %
2024/06/30 TELADOC HEALTH INC 1.33% 4.893 M $ 5900000 2021/06/30 -106.908 K $ -2.14 %
2024/06/30 ZTO EXPRESS CAYMAN INC 1.25% 4.597 M $ 4700000 2023/09/30 -4.553 K $ -0.09 %
2024/06/30 WPM WHEATON PRECIOUS METALS CORP 1.08% 3.984 M $ 76000 2022/09/30 323.000 K $ 9.02 %
2024/06/30 BLOCK INC 1.05% 3.860 M $ 4000000 2021/06/30 -219.959 K $ -5.38 %
2024/06/30 UUUU ENERGY FUELS INC 0.99% 3.652 M $ 602697 2019/12/31 -271.213 K $ -7.15 %
2024/06/30 BLOCK INC 0.92% 3.363 M $ 3750000 2021/12/31 0.000 $ 0.00 %
2024/06/30 EQX EQUINOX GOLD CORP 0.85% 3.138 M $ 600000 2024/06/30 0.000 $ 0.00 %
2024/06/30 MIDDLEBY CORP 0.81% 2.989 M $ 2800000 2021/09/30 -700.000 K $ -19.00 %
2024/06/30 BTU PEABODY ENERGY CORP 0.78% 2.876 M $ 130000 2021/12/31 -50.700 K $ -1.61 %
2024/06/30 LIVENT CORP 0.71% 2.593 M $ 2200000 2021/06/30 -308.000 K $ -10.63 %
2024/06/30 SGML SIGMA LITHIUM CORPORATION 0.70% 2.586 M $ 215000 2024/03/31 -264.999 K $ -16.36 %
2024/06/30 HUBSPOT INC 0.50% 1.833 M $ 877000 2021/06/30 -140.320 K $ -7.12 %
2024/06/30 OR OSISKO GOLD ROYALTIES LTD 0.42% 1.558 M $ 100000 2023/06/30 -108.999 K $ -6.64 %
2024/06/30 PLG PLATINUM GROUP METALS LTD 0.41% 1.502 M $ 883365 2019/12/31 326.845 K $ 31.62 %
2024/06/30 SPOTIFY USA INC 0.39% 1.429 M $ 1500000 2022/06/30 48.000 K $ 3.48 %
2024/06/30 MAG MAG SILVER CORP 0.36% 1.330 M $ 114000 2019/12/31 88.919 K $ 7.37 %
2024/06/30 ETSY INC 0.34% 1.236 M $ 1250000 2023/09/30 -71.250 K $ -6.73 %
2024/06/30 JAZZ INVESTMENTS I LTD 0.33% 1.205 M $ 1250000 2024/03/31 -35.150 K $ -2.83 %
2024/06/30 AIRBNB INC 0.31% 1.145 M $ 1250000 2022/03/31 -26.249 K $ -1.88 %
2024/06/30 DEXCOM INC 0.20% 751.410 K $ 750000 2023/09/30 -100.000 K $ -9.08 %
2024/06/30 MARRIOTT VACATIONS WORLDWIDE 0.19% 689.175 K $ 750000 2022/03/31 -36.124 K $ -3.05 %
2024/06/30 GORO GOLD RESOURCE CORP 0.03% 118.018 K $ 315978 2021/12/31 -36.463 K $ -26.55 %
2024/06/30 GFR GREENFIRE RES LTD NEW 0.02% 74.892 K $ 11051 2023/09/30 9.503 K $ 14.39 %
2024/06/30 LUMENTUM HLDGS INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/06/30 PIONEER NAT RES CO 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2024/06/30 PXD PIONEER NAT RES CO 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2024/06/30 NICE LTD 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %