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QCM Cayman, Ltd.

SEC CIK
0001166340
Latest filing
Nov 4, 2024

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 6, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
85
+11 vs. Q4 2021
Portfolio value
$22.8M
+$6.33M (+38.4%) vs. Q4 2021
Filed
May 6, 2022
SEC
Holdings of QCM Cayman, Ltd. in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock328$1.07M4.7%+328NewHistory
GOOGLAlphabet Inc.Stock344$957.0K4.2%+229+199.1%AddedHistory
iShares Tr464287184CHINA LG-CAP ETF24,969$798.0K3.5%+19,321+342.1%Added–
BKNGBooking Holdings Inc.Stock334$784.0K3.4%+88+35.8%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF12,462$599.0K2.6%+1,236+11.0%Added–
VanEck ETF Trust92189H607OIL SERVICES ETF2,001$565.0K2.5%+2,001New–
CMGChipotle Mexican Grill IncCOM339$536.0K2.3%+46+15.7%AddedHistory
LINLinde PLCSHS1,343$429.0K1.9%+1,343NewHistory
AVGOBroadcom Inc.Stock680$428.0K1.9%+680NewHistory
FFord Motor CoStock24,446$413.0K1.8%+24,446NewHistory
UNHUnitedHealth Group IncStock795$405.0K1.8%+795NewHistory
MSFTMicrosoft CorpStock1,298$400.0K1.8%+1,298NewHistory
iShares Tr464287234MSCI EMG MKT ETF8,844$399.0K1.7%−2,587−22.6%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,097$380.0K1.7%+5,097New–
IDXXIDEXX Laboratories IncCOM682$373.0K1.6%+682NewHistory
SLViShares Silver TrustETF16,243$372.0K1.6%+16,243NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM513$358.0K1.6%+72+16.3%AddedHistory
INTUIntuit Inc.Stock735$353.0K1.5%+735NewHistory
DEDeere & CoStock841$349.0K1.5%+841NewHistory
METAMeta Platforms, Inc.Stock1,563$348.0K1.5%+1,563NewHistory
Global X Uranium ETF37954Y871ETF12,982$340.0K1.5%+12,982New–
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD59,365$339.0K1.5%+59,365NewHistory
Kraneshares Trust500767306CSI CHI INTERNET11,440$326.0K1.4%+11,440New–
ADBEAdobe Inc.Stock664$303.0K1.3%+664NewHistory
NOWServiceNow, Inc.Stock525$292.0K1.3%+525NewHistory
HONHoneywell International IncCOM1,483$289.0K1.3%+1,483NewHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL4,113$276.0K1.2%+4,113New–
BRK.BBerkshire Hathaway IncStock764$270.0K1.2%−26−3.3%ReducedHistory
EQIXEquinix IncCOM363$269.0K1.2%+126+53.2%AddedHistory
LMTLockheed Martin CorpStock606$267.0K1.2%+606NewHistory
DHRDanaher CorpStock906$266.0K1.2%+906NewHistory
HUMHumana IncStock605$263.0K1.2%+605NewHistory
EFXEquifax IncCOM1,108$263.0K1.2%+1,108NewHistory
GOOGAlphabet Inc.Stock93$260.0K1.1%+93NewHistory
REGIRenewable Energy Group, Inc.COM NEW4,281$260.0K1.1%+4,281NewHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,905$250.0K1.1%+2,905New–
iShares Tips Bond ETF464287176ETF2,000$249.0K1.1%+2,000New–
CBChubb LtdStock1,158$248.0K1.1%+1,158NewHistory
DPZDominos Pizza IncCOM593$241.0K1.1%+593NewHistory
BABAAlibaba Group Holding LtdADR2,203$240.0K1.1%+2,203NewHistory
ZSZscaler, Inc.Stock991$239.0K1.0%+991NewHistory
FCELFuelcell Energy IncCOM40,288$232.0K1.0%+24,849+160.9%AddedHistory
CICigna GroupStock957$229.0K1.0%+957NewHistory
FDXFedEx CorpStock983$227.0K1.0%+983NewHistory
ROPRoper Technologies IncStock481$227.0K1.0%+481NewHistory
DASHDoorDash, Inc.Stock1,928$226.0K1.0%+548+39.7%AddedHistory
Schwab US Tips ETF808524870ETF3,706$225.0K1.0%+3,706New–
CTASCintas CorpStock522$222.0K1.0%+522NewHistory
PLTRPalantir Technologies Inc.Stock16,168$222.0K1.0%+16,168NewHistory
State Street SPDR S&P Biotech ETF78464A870ETF2,438$219.0K1.0%+2,438New–
PGProcter & Gamble CoStock1,422$217.0K1.0%+1,422NewHistory
iShares Tr464288752US HOME CONS ETF3,662$217.0K1.0%+3,662New–
Barrick Gold Corp067901108COM8,853$217.0K1.0%+8,853New–
SWKSSkyworks Solutions, Inc.Stock1,616$215.0K0.9%+1,616NewHistory
VEEVVeeva Systems IncStock1,014$215.0K0.9%+1,014NewHistory
MRNAModerna, Inc.Stock1,244$214.0K0.9%+451+56.9%AddedHistory
DXCMDexcom IncCOM418$214.0K0.9%+418NewHistory
JPMJPMorgan Chase & CoStock1,560$213.0K0.9%+1,560NewHistory
DISWalt Disney CoStock1,541$211.0K0.9%+1,541NewHistory
ZENZendesk, Inc.COM1,713$206.0K0.9%+1,713NewHistory
JNJJohnson & JohnsonStock1,157$205.0K0.9%+1,157NewHistory
BABoeing CoStock1,073$205.0K0.9%+1,073NewHistory
DJTTrump Media & Technology Group Corp.Stock3,150$203.0K0.9%+3,150NewHistory
SNPSSynopsys IncCOM602$201.0K0.9%+602NewHistory
SOFISoFi Technologies, Inc.Stock16,771$158.0K0.7%+16,771NewHistory
VTRSViatris IncStock14,024$153.0K0.7%+14,024NewHistory
SIRISirius XM Holdings Inc.COM22,261$147.0K0.6%+22,261NewHistory
UMCUnited Microelectronics CorpSPON ADR NEW14,751$135.0K0.6%+14,751NewHistory
BEKEKE Holdings Inc.SPONSORED ADS10,641$132.0K0.6%+10,641NewHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN10,922$118.0K0.5%+10,922NewHistory
SPCEVirgin Galactic Holdings, IncCOM11,238$111.0K0.5%+11,238NewHistory
BBIGVinco Ventures, Inc.COM34,457$110.0K0.5%+34,457NewHistory
LULufax Holding LtdADS REP SHS CL A17,565$98.0K0.4%+17,565NewHistory
HLHecla Mining CoCOM13,642$90.0K0.4%+13,642NewHistory
FIRYFiry Inc.COM29,005$87.0K0.4%+16,602+133.9%AddedHistory
CDECoeur Mining, Inc.COM NEW19,084$85.0K0.4%+19,084NewHistory
TELLTellurian Inc.COM13,035$69.0K0.3%+13,035NewHistory
CXCemex SAB de CVSPON ADR NEW10,856$57.0K0.2%+10,856NewHistory
SNFIStark Novus Financial Inc.COM CL A13,179$45.0K0.2%+13,179NewHistory
FSMFortuna Mining Corp.COM11,448$44.0K0.2%+11,448NewHistory
VLDRVelodyne Lidar, Inc.COM14,062$36.0K0.2%+14,062NewHistory
PSFEPaysafe LtdORD10,024$34.0K0.1%−7,222−41.9%ReducedHistory
BNGOBionano Genomics, Inc.COM10,568$27.0K0.1%−7,608−41.9%ReducedHistory
RMORomeo Power, Inc.COM11,162$17.0K0.1%+11,162NewHistory
IDEXIdeanomics, Inc.COM14,147$16.0K0.1%−37,461−72.6%ReducedHistory

Sold out since Q4 2021 (58)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of QCM Cayman, Ltd. sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
TSLATesla, Inc.Stock585$618.0K3.7%History
Vanguard Total Bond Market ETF921937835ETF6,460$547.0K3.3%–
MELIMercadolibre IncCOM372$502.0K3.0%History
iShares Core U.S. Aggregate Bond ETF464287226ETF4,284$489.0K3.0%–
MDYSPDR S&P Midcap 400 ETF TrustETF944$489.0K3.0%History
iShares Tr4642874407-10 YR TRSY BD3,829$440.0K2.7%–
BBDBank BradescoSP ADR PFD NEW110,341$377.0K2.3%History
ProShares Tr74347G861ULTRAPRO SHT QQQ61,684$366.0K2.2%–
MNDYmonday.com Ltd.SHS1,082$334.0K2.0%History
AZOAutoZone IncCOM156$327.0K2.0%History
NFLXNetflix IncStock506$305.0K1.9%History
COSTCostco Wholesale CorpStock517$294.0K1.8%History
iShares Tr464287515EXPANDED TECH725$288.0K1.7%–
Vanguard Star FDS921909768VG TL INTL STK F4,503$286.0K1.7%–
iShares Inc464286806MSCI GERMANY ETF8,592$282.0K1.7%–
iShares Core MSCI Eafe ETF46432F842ETF3,771$281.0K1.7%–
TAT&T Inc.Stock11,362$280.0K1.7%History
SPDR Series Trust78468R622ST BLOO HIGH ETF2,535$275.0K1.7%–
LRCXLam Research CorpCOM379$273.0K1.7%History
CHTRCharter Communications, Inc.CL A394$257.0K1.6%History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,154$255.0K1.5%–
XOMExxonMobil Holdings CorpCOM4,141$253.0K1.5%History
ARK Innovation ETF00214Q104ETF2,629$249.0K1.5%–
NVDANVIDIA CorpStock834$245.0K1.5%History
SPDR Series Trust78464A664ST LON TREAS ETF5,735$242.0K1.5%–
NOKNokia CorpSPONSORED ADR38,572$240.0K1.5%History
RHRHCOM443$237.0K1.4%History
CLOVClover Health Investments, Corp.COM CL A62,073$231.0K1.4%History
SIVBSVB Financial GroupCOM332$225.0K1.4%History
GNRCGenerac Holdings Inc.Stock630$222.0K1.3%History
iShares Global Clean Energy ETF464288224ETF10,374$220.0K1.3%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF9,916$219.0K1.3%–
FTNTFortinet, Inc.Stock602$216.0K1.3%History
YUMYum Brands IncStock1,532$213.0K1.3%History
BURLBurlington Stores, Inc.COM730$213.0K1.3%History
ORLYO Reilly Automotive IncStock291$206.0K1.2%History
Vanguard Morningstar Total Stock Market ETF922908769ETF838$202.0K1.2%–
ERICEricsson LM Telephone CoADR B SEK 1013,130$143.0K0.9%History
DIDIYDiDi Global Inc.SPONSORED ADS23,227$116.0K0.7%History
CIGEnergy Co of Minas GeraisSP ADR N-V PFD43,890$107.0K0.6%History
RLXRLX Technology Inc.SPONSORED ADS24,425$95.0K0.6%History
IQiQIYI, Inc.SPONSORED ADS20,253$92.0K0.6%History
SOSSOS LtdSPNSORD ADS NEW71,994$59.0K0.4%History
DOYUDouYu International Holdings LtdSPONSORED ADS20,804$55.0K0.3%History
WKHSWorkhorse Group Inc.COM NEW10,756$47.0K0.3%History
ABUSArbutus Biopharma CorpCOM10,205$40.0K0.2%History
CNTXContext Therapeutics Inc.COM14,041$37.0K0.2%History
ATOSAtossa Therapeutics, Inc.COM22,301$36.0K0.2%History
WIMIWiMi Hologram Cloud Inc.SPON ADS CL B11,688$36.0K0.2%History
MILEMetromile, LLCCOM15,496$34.0K0.2%History
IAGIamgold CorpCOM10,668$33.0K0.2%History
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS10,898$21.0K0.1%History
UAVSAgEagle Aerial Systems Inc.COM12,382$19.0K0.1%History
FRSXForesight Autonomous Holdings Ltd.SPONSORED ADS10,740$18.0K0.1%History
CBATCBAK Energy Technology LtdCOM11,186$17.0K0.1%History
TCRTAlaunos Therapeutics, Inc.COM11,187$12.0K0.1%History
EBONEbang International Holdings Inc.CL A SHS10,691$11.0K0.1%History
AEIAlset Inc.COM15,142$8.00K<0.1%History