Pearl River Capital, LLC

data from 30/06/2024

Capitalization

$ 629.711 M -0.51 %

Average holding period

3 ans

Performance

$ 83.090 M 19.98 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Pearl River Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/06/30 MDT MEDTRONIC PLC 1.51% 9.531 M $ 121092 2023/06/30 0.000 $ 0.00 %
2024/06/30 V VISA INC 1.46% 9.197 M $ 35042 2023/09/30 -36.622 K $ -5.39 %
2024/06/30 TEL TE CONNECTIVITY LTD 1.22% 7.694 M $ 51145 2023/09/30 241.799 K $ 3.11 %
2024/06/30 UPS UNITED PARCEL SERVICE INC 1.22% 7.660 M $ 55975 2024/03/31 -381.819 K $ -7.85 %
2024/06/30 OKTA OKTA INC 1.12% 7.080 M $ 75638 2021/09/30 -343.814 K $ -8.55 %
2024/06/30 UNP UNION PAC CORP 1.11% 7.009 M $ 30977 2023/03/31 0.000 $ 0.00 %
2024/06/30 STNG SCORPIO TANKERS INC 1.11% 6.970 M $ 85744 2024/03/31 194.105 K $ 9.25 %
2024/06/30 WAB WABTEC 1.09% 6.873 M $ 43487 2023/12/31 26.746 K $ 7.34 %
2024/06/30 NKE NIKE INC 1.09% 6.855 M $ 90956 2021/03/31 0.000 $ 0.00 %
2024/06/30 GLW CORNING INC 1.08% 6.817 M $ 175472 2024/06/30 0.000 $ 0.00 %
2024/06/30 NOC NORTHROP GRUMMAN CORP 1.08% 6.806 M $ 15612 2023/03/31 -61.104 K $ -7.59 %
2024/06/30 DT DYNATRACE INC 1.08% 6.791 M $ 151778 2023/12/31 0.000 $ 0.00 %
2024/06/30 TWLO TWILIO INC 1.08% 6.779 M $ 119328 2023/06/30 -464.413 K $ -9.32 %
2024/06/30 PFE PFIZER INC 1.05% 6.586 M $ 235388 2024/06/30 0.000 $ 0.00 %
2024/06/30 MA MASTERCARD INCORPORATED 1.04% 6.569 M $ 14891 2024/06/30 0.000 $ 0.00 %
2024/06/30 TTC TORO CO 1.03% 6.488 M $ 69385 2024/06/30 0.000 $ 0.00 %
2024/06/30 NTAP NETAPP INC 1.03% 6.457 M $ 50134 2021/12/31 1.305 M $ 24.01 %
2024/06/30 GM GENERAL MTRS CO 1.01% 6.332 M $ 136285 2021/06/30 35.182 K $ 2.82 %
2024/06/30 FDS FACTSET RESH SYS INC 0.96% 6.032 M $ 14774 2023/06/30 0.000 $ 0.00 %
2024/06/30 CRWD CROWDSTRIKE HLDGS INC 0.91% 5.741 M $ 14982 2024/06/30 0.000 $ 0.00 %
2024/06/30 OKE ONEOK INC NEW 0.89% 5.628 M $ 69012 2023/03/31 100.395 K $ 2.51 %
2024/06/30 UNH UNITEDHEALTH GROUP INC 0.87% 5.495 M $ 10791 2024/06/30 0.000 $ 0.00 %
2024/06/30 LDOS LEIDOS HOLDINGS INC 0.87% 5.472 M $ 37511 2023/12/31 0.000 $ 0.00 %
2024/06/30 ROIV ROIVANT SCIENCES LTD 0.82% 5.184 M $ 490436 2024/06/30 0.000 $ 0.00 %
2024/06/30 AVTR AVANTOR INC 0.82% 5.164 M $ 243581 2022/03/31 0.000 $ 0.00 %
2024/06/30 DVN DEVON ENERGY CORP NEW 0.81% 5.121 M $ 108046 2024/06/30 0.000 $ 0.00 %
2024/06/30 BOX BOX INC 0.78% 4.886 M $ 184797 2024/06/30 0.000 $ 0.00 %
2024/06/30 ACN ACCENTURE PLC IRELAND 0.77% 4.870 M $ 16052 2024/06/30 0.000 $ 0.00 %
2024/06/30 DOCU DOCUSIGN INC 0.77% 4.848 M $ 90620 2022/06/30 -290.265 K $ -5.19 %
2024/06/30 COP CONOCOPHILLIPS 0.77% 4.841 M $ 42326 2024/06/30 0.000 $ 0.00 %
2024/06/30 MU MICRON TECHNOLOGY INC 0.76% 4.804 M $ 36525 2023/12/31 313.752 K $ 6.12 %
2024/06/30 ZS ZSCALER INC 0.76% 4.782 M $ 24880 2024/06/30 0.000 $ 0.00 %
2024/06/30 EHC ENCOMPASS HEALTH CORP 0.76% 4.761 M $ 55491 2023/09/30 72.424 K $ 2.58 %
2024/06/30 DBX DROPBOX INC 0.75% 4.723 M $ 210206 2024/03/31 -27.299 K $ -7.33 %
2024/06/30 SMAR SMARTSHEET INC 0.74% 4.691 M $ 106417 2023/06/30 411.664 K $ 15.84 %
2024/06/30 PENN PENN ENTERTAINMENT INC 0.74% 4.662 M $ 240877 2023/12/31 22.758 K $ 2.80 %
2024/06/30 TJX TJX COS INC NEW 0.73% 4.592 M $ 41708 2023/12/31 114.620 K $ 10.73 %
2024/06/30 WFC WELLS FARGO CO NEW 0.72% 4.557 M $ 76731 2023/06/30 102.413 K $ 5.14 %
2024/06/30 QLYS QUALYS INC 0.69% 4.376 M $ 30686 2024/06/30 0.000 $ 0.00 %
2024/06/30 TSLA TESLA INC 0.68% 4.313 M $ 21794 2024/06/30 0.000 $ 0.00 %
2024/06/30 NVDA NVIDIA CORPORATION 0.66% 4.169 M $ 33749 2024/03/31 475.159 K $ 37.56 %
2024/06/30 APA APA CORPORATION 0.66% 4.150 M $ 140965 2024/06/30 0.000 $ 0.00 %
2024/06/30 SM SM ENERGY CO 0.66% 4.148 M $ 95962 2022/09/30 -840.966 K $ -13.88 %
2024/06/30 BROS DUTCH BROS INC 0.66% 4.142 M $ 100048 2023/12/31 220.700 K $ 27.00 %
2024/06/30 APD AIR PRODS & CHEMS INC 0.63% 3.991 M $ 15467 2024/06/30 0.000 $ 0.00 %
2024/06/30 MEDP MEDPACE HLDGS INC 0.62% 3.920 M $ 9519 2022/09/30 69.264 K $ 2.29 %
2024/06/30 MOS MOSAIC CO NEW 0.62% 3.908 M $ 135240 2023/12/31 0.000 $ 0.00 %
2024/06/30 EL LAUDER ESTEE COS INC 0.62% 3.891 M $ 36574 2024/06/30 0.000 $ 0.00 %
2024/06/30 ZM ZOOM VIDEO COMMUNICATIONS IN 0.61% 3.833 M $ 64750 2022/12/31 -406.531 K $ -8.44 %
2024/06/30 GPS GAP INC 0.61% 3.816 M $ 159736 2023/09/30 -61.920 K $ -14.45 %
2024/06/30 CCL CARNIVAL CORP 0.59% 3.744 M $ 200018 2023/06/30 15.514 K $ 8.87 %
2024/06/30 FND FLOOR & DECOR HLDGS INC 0.59% 3.709 M $ 37311 2023/06/30 0.000 $ 0.00 %
2024/06/30 URI UNITED RENTALS INC 0.59% 3.690 M $ 5706 2024/03/31 -173.552 K $ -9.61 %
2024/06/30 DOCS DOXIMITY INC 0.58% 3.680 M $ 131559 2024/03/31 11.425 K $ 3.94 %
2024/06/30 KBH KB HOME 0.57% 3.583 M $ 51049 2019/06/30 -93.742 K $ -3.43 %
2024/06/30 RTX RTX CORPORATION 0.56% 3.505 M $ 34911 2023/06/30 0.000 $ 0.00 %
2024/06/30 VEEV VEEVA SYS INC 0.54% 3.421 M $ 18691 2022/06/30 -787.071 K $ -21.03 %
2024/06/30 GWW GRAINGER W W INC 0.54% 3.370 M $ 3735 2022/06/30 -301.776 K $ -11.15 %
2024/06/30 AR ANTERO RESOURCES CORP 0.53% 3.368 M $ 103230 2024/03/31 135.227 K $ 9.45 %
2024/06/30 MKC MCCORMICK & CO INC 0.53% 3.345 M $ 47149 2024/06/30 0.000 $ 0.00 %
2024/06/30 U UNITY SOFTWARE INC 0.53% 3.308 M $ 203438 2023/09/30 0.000 $ 0.00 %
2024/06/30 DIS DISNEY WALT CO 0.52% 3.265 M $ 32888 2023/12/31 -377.084 K $ -19.20 %
2024/06/30 G GENPACT LIMITED 0.52% 3.262 M $ 101332 2023/06/30 -48.359 K $ -1.73 %
2024/06/30 CXM SPRINKLR INC 0.50% 3.163 M $ 328743 2023/03/31 -578.209 K $ -19.40 %
2024/06/30 ABC CENCORA INC 0.49% 3.109 M $ 13801 2024/06/30 0.000 $ 0.00 %
2024/06/30 MCD MCDONALDS CORP 0.49% 3.059 M $ 12005 2023/09/30 -381.774 K $ -10.72 %
2024/06/30 LEVI LEVI STRAUSS & CO NEW 0.47% 2.982 M $ 154673 2024/06/30 0.000 $ 0.00 %
2024/06/30 NCNO NCINO INC 0.47% 2.974 M $ 94577 2024/03/31 -391.611 K $ -10.97 %
2024/06/30 MAT MATTEL INC 0.44% 2.763 M $ 169951 2023/12/31 -234.210 K $ -17.47 %
2024/06/30 LNTH LANTHEUS HLDGS INC 0.44% 2.763 M $ 34415 2022/03/31 887.631 K $ 31.96 %
2024/06/30 CDNS CADENCE DESIGN SYSTEM INC 0.42% 2.666 M $ 8664 2023/09/30 0.000 $ 0.00 %
2024/06/30 ARCC ARES CAPITAL CORP 0.41% 2.602 M $ 124853 2022/03/31 0.000 $ 0.00 %
2024/06/30 HIMS HIMS & HERS HEALTH INC 0.41% 2.576 M $ 127585 2024/06/30 0.000 $ 0.00 %
2024/06/30 ITW ILLINOIS TOOL WKS INC 0.41% 2.571 M $ 10849 2022/06/30 0.000 $ 0.00 %
2024/06/30 SON SONOCO PRODS CO 0.40% 2.548 M $ 50241 2022/06/30 -173.130 K $ -12.60 %
2024/06/30 PCAR PACCAR INC 0.40% 2.510 M $ 24381 2024/06/30 0.000 $ 0.00 %
2024/06/30 AMZN AMAZON COM INC 0.39% 2.434 M $ 12593 2024/06/30 0.000 $ 0.00 %
2024/06/30 CRUS CIRRUS LOGIC INC 0.38% 2.418 M $ 18939 2024/03/31 600.085 K $ 38.27 %
2024/06/30 AKAM AKAMAI TECHNOLOGIES INC 0.37% 2.340 M $ 25974 2024/03/31 -157.469 K $ -18.21 %
2024/06/30 DCI DONALDSON INC 0.37% 2.315 M $ 32350 2023/06/30 0.000 $ 0.00 %
2024/06/30 ORCL ORACLE CORP 0.37% 2.314 M $ 16388 2023/06/30 812.208 K $ 14.02 %
2024/06/30 KKR KKR & CO INC 0.37% 2.313 M $ 21975 2019/06/30 25.328 K $ 4.48 %
2024/06/30 ANF ABERCROMBIE & FITCH CO 0.37% 2.305 M $ 12960 2023/12/31 307.849 K $ 42.09 %
2024/06/30 LPX LOUISIANA PAC CORP 0.34% 2.170 M $ 26352 2024/06/30 0.000 $ 0.00 %
2024/06/30 TECH BIO-TECHNE CORP 0.34% 2.127 M $ 29680 2024/06/30 0.000 $ 0.00 %
2024/06/30 ALV AUTOLIV INC 0.34% 2.116 M $ 19778 2022/12/31 -104.674 K $ -11.28 %
2024/06/30 MSTR MICROSTRATEGY INC 0.33% 2.059 M $ 1495 2024/06/30 0.000 $ 0.00 %
2024/06/30 CHDN CHURCHILL DOWNS INC 0.32% 2.029 M $ 14537 2023/12/31 210.051 K $ 11.84 %
2024/06/30 ZBH ZIMMER BIOMET HOLDINGS INC 0.32% 2.029 M $ 18694 2023/03/31 0.000 $ 0.00 %
2024/06/30 YOU CLEAR SECURE INC 0.31% 1.948 M $ 104137 2022/09/30 -105.677 K $ -10.25 %
2024/06/30 SQ BLOCK INC 0.30% 1.898 M $ 29433 2024/06/30 0.000 $ 0.00 %
2024/06/30 PAGS PAGSEGURO DIGITAL LTD 0.30% 1.866 M $ 159661 2023/03/31 -264.638 K $ -17.30 %
2024/06/30 SYY SYSCO CORP 0.29% 1.852 M $ 25941 2023/09/30 -53.364 K $ -13.17 %
2024/06/30 HWM HOWMET AEROSPACE INC 0.29% 1.843 M $ 23736 2024/06/30 0.000 $ 0.00 %
2024/06/30 RGA REINSURANCE GRP OF AMERICA I 0.29% 1.825 M $ 8892 2024/06/30 0.000 $ 0.00 %
2024/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.29% 1.823 M $ 4482 2023/12/31 0.000 $ 0.00 %
2024/06/30 BC BRUNSWICK CORP 0.29% 1.812 M $ 24900 2024/06/30 0.000 $ 0.00 %
2024/06/30 MSFT MICROSOFT CORP 0.29% 1.806 M $ 4040 2023/09/30 0.000 $ 0.00 %
2024/06/30 PM PHILIP MORRIS INTL INC 0.29% 1.803 M $ 17796 2024/06/30 0.000 $ 0.00 %
2024/06/30 MNDY MONDAY COM LTD 0.28% 1.791 M $ 7440 2023/06/30 168.927 K $ 8.40 %