Aquatic Capital Management LLC

data from 30/09/2025

Capitalization

$ 5.389 B 8.94 %

Average holding period

5 ans

Performance

$ 740.741 M 6.05 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Aquatic Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.52% 81.998 M $ 449501 2022/12/31 12.622 M $ 33.82 %
2025/09/30 HOOD ROBINHOOD MKTS INC 1.49% 80.282 M $ 560709 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 1.47% 79.298 M $ 153100 2024/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 1.29% 69.289 M $ 94351 2022/09/30 -1.617 K $ -0.50 %
2025/09/30 V VISA INC 1.28% 68.760 M $ 201419 2022/06/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 1.21% 65.217 M $ 146647 2025/09/30 0.000 $ 0.00 %
2025/09/30 COIN COINBASE GLOBAL INC 1.11% 59.602 M $ 176605 2023/12/31 -957.697 K $ -3.71 %
2025/09/30 NFLX NETFLIX INC 1.06% 56.898 M $ 47458 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.98% 52.555 M $ 56778 2022/06/30 0.000 $ 0.00 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.90% 48.362 M $ 99711 2022/09/30 11.689 M $ 19.62 %
2025/09/30 GEV GE VERNOVA INC 0.89% 47.879 M $ 77865 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.89% 47.763 M $ 1059045 2025/06/30 -247.861 K $ -2.57 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.85% 45.853 M $ 283409 2023/09/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK & CO INC 0.85% 45.775 M $ 545395 2025/03/31 1.211 M $ 6.03 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.80% 43.304 M $ 183447 2025/03/31 4.847 M $ 63.56 %
2025/09/30 CNC CENTENE CORP DEL 0.80% 43.274 M $ 1212850 2023/12/31 -2.797 M $ -34.27 %
2025/09/30 F FORD MTR CO 0.78% 41.885 M $ 3502084 2023/09/30 4.032 M $ 10.23 %
2025/09/30 CRM SALESFORCE INC 0.77% 41.428 M $ 174801 2023/09/30 -5.375 M $ -13.09 %
2025/09/30 TTD THE TRADE DESK INC 0.74% 39.833 M $ 812752 2025/03/31 -6.051 M $ -31.92 %
2025/09/30 CVX CHEVRON CORP NEW 0.74% 39.730 M $ 255846 2024/03/31 926.109 K $ 8.45 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.71% 38.431 M $ 155843 2024/06/30 -3.222 M $ -17.49 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 0.71% 38.331 M $ 84059 2023/03/31 0.000 $ 0.00 %
2025/09/30 FI FISERV INC 0.68% 36.439 M $ 282626 2025/06/30 -926.167 K $ -25.22 %
2025/09/30 LLY ELI LILLY & CO 0.65% 35.151 M $ 46070 2025/09/30 0.000 $ 0.00 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.65% 35.035 M $ 1373371 2022/06/30 0.000 $ 0.00 %
2025/09/30 ABNB AIRBNB INC 0.65% 34.848 M $ 287003 2025/03/31 -2.904 M $ -8.25 %
2025/09/30 APH AMPHENOL CORP NEW 0.63% 33.887 M $ 273832 2025/06/30 8.804 M $ 25.32 %
2025/09/30 AMZN AMAZON COM INC 0.61% 33.018 M $ 150377 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.61% 32.794 M $ 162725 2024/09/30 -459.283 K $ -7.83 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.60% 32.325 M $ 331100 2024/06/30 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.60% 32.120 M $ 469451 2024/06/30 0.000 $ 0.00 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.59% 31.825 M $ 1204597 2024/12/31 23.407 M $ 45.09 %
2025/09/30 ALB ALBEMARLE CORP 0.58% 31.503 M $ 388540 2022/09/30 2.438 M $ 29.38 %
2025/09/30 HON HONEYWELL INTL INC 0.57% 30.447 M $ 144643 2022/09/30 -2.223 M $ -9.61 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.53% 28.805 M $ 301720 2024/09/30 466.543 K $ 4.64 %
2025/09/30 DHR DANAHER CORPORATION 0.53% 28.600 M $ 144255 2024/06/30 102.082 K $ 0.36 %
2025/09/30 ADSK AUTODESK INC 0.53% 28.580 M $ 89968 2022/03/31 490.665 K $ 2.62 %
2025/09/30 TXN TEXAS INSTRS INC 0.50% 27.198 M $ 148034 2025/09/30 0.000 $ 0.00 %
2025/09/30 IT GARTNER INC 0.50% 27.085 M $ 103036 2025/03/31 -5.674 M $ -34.97 %
2025/09/30 RBLX ROBLOX CORP 0.49% 26.602 M $ 192046 2024/12/31 3.363 M $ 31.67 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.49% 26.592 M $ 149450 2025/09/30 0.000 $ 0.00 %
2025/09/30 DASH DOORDASH INC 0.49% 26.399 M $ 97058 2025/09/30 0.000 $ 0.00 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.45% 24.368 M $ 182845 2025/06/30 -1.457 M $ -6.06 %
2025/09/30 UAL UNITED AIRLS HLDGS INC 0.45% 24.310 M $ 251919 2025/03/31 517.909 K $ 21.19 %
2025/09/30 NU NU HLDGS LTD 0.45% 24.035 M $ 1501227 2024/12/31 725.771 K $ 16.69 %
2025/09/30 NVDA NVIDIA CORPORATION 0.44% 23.953 M $ 128380 2024/06/30 9.770 M $ 18.10 %
2025/09/30 CPB THE CAMPBELLS COMPANY 0.44% 23.740 M $ 751738 2021/12/31 453.252 K $ 3.03 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.44% 23.625 M $ 47375 2024/12/31 -2.511 M $ -12.02 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.42% 22.836 M $ 151375 2023/03/31 4.820 M $ 17.48 %
2025/09/30 LRCX LAM RESEARCH CORP 0.42% 22.736 M $ 169799 2024/12/31 10.410 M $ 37.56 %
2025/09/30 CME CME GROUP INC 0.42% 22.645 M $ 83813 2025/06/30 -481.163 K $ -1.97 %
2025/09/30 DOW DOW INC 0.41% 21.961 M $ 957722 2024/03/31 -1.250 M $ -13.41 %
2025/09/30 NTRA NATERA INC 0.40% 21.508 M $ 133618 2022/09/30 -342.980 K $ -4.72 %
2025/09/30 AVGO BROADCOM INC 0.39% 21.157 M $ 64130 2023/12/31 4.800 M $ 19.68 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.39% 21.025 M $ 195018 2025/09/30 0.000 $ 0.00 %
2025/09/30 W WAYFAIR INC 0.39% 21.010 M $ 235191 2024/12/31 4.373 M $ 74.68 %
2025/09/30 TEAM ATLASSIAN CORPORATION 0.39% 20.929 M $ 131052 2022/12/31 -7.334 M $ -21.36 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.39% 20.813 M $ 74522 2022/09/30 0.000 $ 0.00 %
2025/09/30 TMUS T-MOBILE US INC 0.39% 20.783 M $ 86820 2023/03/31 239.678 K $ 0.47 %
2025/09/30 NEE NEXTERA ENERGY INC 0.38% 20.741 M $ 274755 2022/03/31 191.793 K $ 8.74 %
2025/09/30 BCS BARCLAYS PLC 0.38% 20.538 M $ 993633 2023/06/30 1.789 M $ 11.19 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.38% 20.317 M $ 222213 2024/12/31 -639.207 K $ -7.67 %
2025/09/30 CELH CELSIUS HLDGS INC 0.38% 20.287 M $ 352877 2023/12/31 0.000 $ 0.00 %
2025/09/30 TJX TJX COS INC NEW 0.37% 19.720 M $ 136433 2022/12/31 6.042 M $ 17.05 %
2025/09/30 CVNA CARVANA CO 0.36% 19.665 M $ 52128 2024/12/31 3.785 M $ 11.95 %
2025/09/30 CB CHUBB LIMITED 0.36% 19.248 M $ 68196 2024/12/31 -122.508 K $ -2.58 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.34% 18.480 M $ 38250 2025/06/30 303.325 K $ 18.75 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.34% 18.381 M $ 113323 2022/09/30 -3.732 M $ -10.94 %
2025/09/30 CF CF INDS HLDGS INC 0.34% 18.343 M $ 204496 2024/09/30 -393.642 K $ -2.50 %
2025/09/30 KGC KINROSS GOLD CORP 0.34% 18.243 M $ 734133 2023/09/30 9.921 M $ 58.99 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.34% 18.200 M $ 82906 2025/09/30 0.000 $ 0.00 %
2025/09/30 B BARRICK MNG CORP 0.34% 18.121 M $ 552971 2025/09/30 0.000 $ 0.00 %
2025/09/30 VST VISTRA CORP 0.33% 17.968 M $ 91713 2022/03/31 213.550 K $ 1.09 %
2025/09/30 LITE LUMENTUM HLDGS INC 0.33% 17.710 M $ 108847 2024/09/30 13.437 M $ 71.17 %
2025/09/30 MCK MCKESSON CORP 0.32% 17.280 M $ 22368 2025/09/30 0.000 $ 0.00 %
2025/09/30 TW TRADEWEB MKTS INC 0.32% 17.225 M $ 155205 2023/06/30 -634.478 K $ -24.19 %
2025/09/30 LNG CHENIERE ENERGY INC 0.32% 17.185 M $ 73133 2025/03/31 0.000 $ 0.00 %
2025/09/30 LVS LAS VEGAS SANDS CORP 0.31% 16.953 M $ 315168 2023/03/31 1.542 M $ 23.63 %
2025/09/30 NVO NOVO-NORDISK A S 0.31% 16.838 M $ 303448 2025/03/31 0.000 $ 0.00 %
2025/09/30 MDB MONGODB INC 0.31% 16.702 M $ 53813 2023/09/30 15.229 M $ 47.81 %
2025/09/30 COP CONOCOPHILLIPS 0.30% 16.374 M $ 173104 2024/06/30 409.252 K $ 5.40 %
2025/09/30 ETSY ETSY INC 0.30% 16.006 M $ 241095 2024/12/31 3.445 M $ 32.36 %
2025/09/30 BP BP PLC 0.29% 15.584 M $ 452244 2025/09/30 0.000 $ 0.00 %
2025/09/30 KVUE KENVUE INC 0.29% 15.526 M $ 956632 2025/09/30 0.000 $ 0.00 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.29% 15.453 M $ 68809 2025/09/30 0.000 $ 0.00 %
2025/09/30 CZR CAESARS ENTERTAINMENT INC NE 0.29% 15.448 M $ 571631 2024/12/31 -95.983 K $ -4.79 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.29% 15.362 M $ 75443 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACHR ARCHER AVIATION INC 0.28% 14.893 M $ 1554601 2025/09/30 0.000 $ 0.00 %
2025/09/30 OSCR OSCAR HEALTH INC 0.26% 14.265 M $ 753586 2025/03/31 0.000 $ 0.00 %
2025/09/30 CBRE CBRE GROUP INC 0.26% 14.099 M $ 89483 2024/03/31 1.129 M $ 12.45 %
2025/09/30 SO SOUTHERN CO 0.26% 13.975 M $ 147459 2024/12/31 0.000 $ 0.00 %
2025/09/30 HEI HEICO CORP NEW 0.26% 13.822 M $ 42815 2023/12/31 -202.662 K $ -1.58 %
2025/09/30 IONQ IONQ INC 0.26% 13.794 M $ 224290 2025/06/30 44.787 K $ 43.12 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.26% 13.771 M $ 98938 2023/09/30 2.819 K $ 0.06 %
2025/09/30 VLO VALERO ENERGY CORP 0.25% 13.472 M $ 79127 2024/09/30 3.922 M $ 26.66 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.25% 13.416 M $ 273580 2023/09/30 -2.541 M $ -15.24 %
2025/09/30 BTG B2GOLD CORP 0.25% 13.234 M $ 2673623 2025/09/30 0.000 $ 0.00 %
2025/09/30 IOT SAMSARA INC 0.25% 13.217 M $ 354814 2025/09/30 0.000 $ 0.00 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.24% 13.194 M $ 130155 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIVE FIVE BELOW INC 0.24% 13.132 M $ 84884 2021/12/31 827.010 K $ 17.93 %