account_balance
Investment manager · 13F filer · SEC CIK 2009590
Quantessence Capital LLC
Reported value$34Mas of Jun 30, 2026
Positions75 69 new, 58 sold out
Top 10 weight27.8%AMZN alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
3.0%New
GLWCorning Inc
3.0%New
AAPLApple Inc.
2.9%New
VRTVertiv Holdings Co
2.9%New
CRMSalesforce, Inc.
2.8%New
JHXJames Hardie Industries PLC
2.7%New
BEBloom Energy Corp
2.7%New
WDCWestern Digital Corp
2.7%New
COSTCostco Wholesale Corp
2.6%New
STXSeagate Technology Holdings PLC
2.5%Trimmed −25%
HWMHowmet Aerospace Inc.
2.4%New
CRDOCredo Technology Group Holding Ltd
2.3%New
AMZNAmazon.com Inc
3.0%New
GLWCorning Inc
3.0%
AAPLApple Inc.
2.9%
VRTVertiv Holdings Co
2.9%New
CRMSalesforce, Inc.
2.8%New
JHXJames Hardie Industries PLC
2.7%New
BEBloom Energy Corp
2.7%
WDCWestern Digital Corp
2.7%
COSTCostco Wholesale Corp
2.6%
STXSeagate Technology Holdings PLC
2.5%
HWMHowmet Aerospace Inc.
2.4%
CRDOCredo Technology Group Holding Ltd
2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 3.0% NewGLW Corning Inc 3.0% NewAAPL Apple Inc. 2.9% NewVRT Vertiv Holdings Co 2.9% NewCRM Salesforce, Inc. 2.8% NewJHX James Hardie Industries PLC 2.7% NewBE Bloom Energy Corp 2.7% NewWDC Western Digital Corp 2.7% NewCOST Costco Wholesale Corp 2.6% NewSTX Seagate Technology Holdings PLC 2.5% Trimmed −25%HWM Howmet Aerospace Inc. 2.4% NewCRDO Credo Technology Group Holding Ltd 2.3% New
What changed
Biggest moves since Mar 31, 2026
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