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Quantbot Technologies LP

SEC CIK
0001512991
Latest filing
Aug 12, 2026

Holdings changes from Q2 2024 to Q3 2024

Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.

Choose two quarters to compare

New
549
Est. +$742.8M
Added
496
Est. +$712.0M
Reduced
355
Est. −$586.4M
Sold out
522
Est. −$512.3M

Portfolio value went from $2.07B to $2.54B (+$468.8M (+22.7%)); positions from 1,373 to 1,400 (+27).

All Q3 2024 holdingsAll Q2 2024 holdings

In the shares, value and % of portfolio columns, the top figure is Q3 2024 and the gray one below is Q2 2024. For stocks that split between the two quarters, Q2 2024 shares are converted at the split ratio before comparing.

Holdings of Quantbot Technologies LP in Q2 2024 and Q3 2024 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
CORCencora, Inc.AddedHistory131,55781,560+49,997+61.3%$29.6M$18.4M+$11.3M1.2%0.9%+0.28
APHAmphenol CorpAddedHistory396,981119,736+277,245+231.5%$25.9M$8.07M+$18.1M1.0%0.4%+0.63
GOOGLAlphabet Inc.AddedHistory126,97456,565+70,409+124.5%$21.1M$10.3M+$11.7M0.8%0.5%+0.33
CVXChevron CorpAddedHistory123,43615,447+107,989+699.1%$18.2M$2.42M+$15.9M0.7%0.1%+0.60
KLACKLA CorpNewHistory21,9330+21,933$17.0M$0+$17.0M0.7%0.0%+0.67
VLTOVeralto CorpAddedHistory149,75684,543+65,213+77.1%$16.8M$8.07M+$7.29M0.7%0.4%+0.27
MRSHMarsh & McLennan Companies, Inc.NewHistory69,8810+69,881$15.6M$0+$15.6M0.6%0.0%+0.61
BACBank of America CorpNewHistory370,9010+370,901$14.7M$0+$14.7M0.6%0.0%+0.58
CMGChipotle Mexican Grill IncAddedHistory243,4448,696+234,748+2,699.5%$14.0M$544.8K+$13.5M0.6%<0.1%+0.53
EWEdwards Lifesciences CorpNewHistory206,6250+206,625$13.6M$0+$13.6M0.5%0.0%+0.54
SCCOSouthern Copper CorpAddedHistory117,584103,419+14,165+13.7%$13.6M$11.1M+$1.64M0.5%0.5%0.00
WCNWaste Connections, Inc.AddedHistory75,9915,804+70,187+1,209.3%$13.6M$1.02M+$12.6M0.5%<0.1%+0.49
MELIMercadolibre IncAddedHistory6,3284,903+1,425+29.1%$13.0M$8.06M+$2.92M0.5%0.4%+0.12
SNOWSnowflake Inc.AddedHistory111,43078,718+32,712+41.6%$12.8M$10.6M+$3.76M0.5%0.5%−0.01
FERGFerguson Enterprises Inc.AddedHistory63,9927,720+56,272+728.9%$12.7M$1.49M+$11.2M0.5%0.1%+0.43
DASHDoorDash, Inc.AddedHistory86,62670,190+16,436+23.4%$12.4M$7.64M+$2.35M0.5%0.4%+0.12
NDAQNasdaq, Inc.AddedHistory164,986143,545+21,441+14.9%$12.0M$8.65M+$1.57M0.5%0.4%+0.06
NVDANVIDIA CorpAddedHistory97,56812,592+84,976+674.8%$11.8M$1.56M+$10.3M0.5%0.1%+0.39
DGDollar General CorpNewHistory138,0600+138,060$11.7M$0+$11.7M0.5%0.0%+0.46
CCitigroup IncNewHistory185,9110+185,911$11.6M$0+$11.6M0.5%0.0%+0.46
OZKBank OZKAddedHistory270,132188,867+81,265+43.0%$11.6M$7.74M+$3.49M0.5%0.4%+0.08
FTNTFortinet, Inc.AddedHistory148,525120,840+27,685+22.9%$11.5M$7.28M+$2.15M0.5%0.4%+0.10
BSXBoston Scientific CorpReducedHistory132,223133,350−1,127−0.8%$11.1M$10.3M−$94.4K0.4%0.5%−0.06
CAHCardinal Health IncReducedHistory92,506170,808−78,302−45.8%$10.2M$16.8M−$8.65M0.4%0.8%−0.41
TEAMAtlassian CorpAddedHistory63,89016,945+46,945+277.0%$10.1M$3.00M+$7.46M0.4%0.1%+0.26
ELEstee Lauder Companies IncAddedHistory101,77396,097+5,676+5.9%$10.1M$10.2M+$565.8K0.4%0.5%−0.09
FOXAFox CorpAddedHistory239,675197,781+41,894+21.2%$10.1M$6.80M+$1.77M0.4%0.3%+0.07
WFCWells Fargo & CompanyNewHistory178,7720+178,772$10.1M$0+$10.1M0.4%0.0%+0.40
HUMHumana IncNewHistory31,5840+31,584$10.0M$0+$10.0M0.4%0.0%+0.39
BROBrown & Brown, Inc.NewHistory94,9040+94,904$9.83M$0+$9.83M0.4%0.0%+0.39
ISRGIntuitive Surgical IncNewHistory19,8250+19,825$9.74M$0+$9.74M0.4%0.0%+0.38
MSFTMicrosoft CorpAddedHistory22,61814,900+7,718+51.8%$9.73M$6.66M+$3.32M0.4%0.3%+0.06
CFGCitizens Financial Group IncAddedHistory234,155139,033+95,122+68.4%$9.62M$5.01M+$3.91M0.4%0.2%+0.14
IPInternational Paper CoNewHistory195,9200+195,920$9.57M$0+$9.57M0.4%0.0%+0.38
CRBGCorebridge Financial, Inc.AddedHistory326,47832,905+293,573+892.2%$9.52M$958.2K+$8.56M0.4%<0.1%+0.33
ZIMZIM Integrated Shipping Services Ltd.AddedHistory370,4773,830+366,647+9,573.0%$9.51M$84.9K+$9.41M0.4%<0.1%+0.37
LNCLincoln National CorpAddedHistory299,626198,557+101,069+50.9%$9.44M$6.18M+$3.18M0.4%0.3%+0.07
MHKMohawk Industries IncAddedHistory58,25719,690+38,567+195.9%$9.36M$2.24M+$6.20M0.4%0.1%+0.26
KEYKeycorpAddedHistory554,646306,556+248,090+80.9%$9.29M$4.36M+$4.16M0.4%0.2%+0.16
DRIDarden Restaurants IncAddedHistory55,3637,014+48,349+689.3%$9.09M$1.06M+$7.94M0.4%0.1%+0.31
AAAlcoa CorpAddedHistory233,192130,500+102,692+78.7%$9.00M$5.19M+$3.96M0.4%0.3%+0.10
DVADavita Inc.NewHistory54,4410+54,441$8.92M$0+$8.92M0.4%0.0%+0.35
WINGWingstop Inc.AddedHistory21,3946,909+14,485+209.7%$8.90M$2.92M+$6.03M0.4%0.1%+0.21
HALHalliburton CoNewHistory302,0810+302,081$8.78M$0+$8.78M0.3%0.0%+0.35
SCHWSchwab Charles CorpNewHistory135,0760+135,076$8.75M$0+$8.75M0.3%0.0%+0.35
ORLYO Reilly Automotive IncAddedHistory7,5133,885+3,628+93.4%$8.65M$4.10M+$4.18M0.3%0.2%+0.14
DXCMDexcom IncAddedHistory128,68216,115+112,567+698.5%$8.63M$1.83M+$7.55M0.3%0.1%+0.25
GSKGSK plcAddedHistory210,81026,606+184,204+692.3%$8.62M$1.02M+$7.53M0.3%<0.1%+0.29
VVisa Inc.ReducedHistory31,22068,269−37,049−54.3%$8.58M$17.9M−$10.2M0.3%0.9%−0.53
OWLBlue Owl Capital Inc.AddedHistory442,287137,495+304,792+221.7%$8.56M$2.44M+$5.90M0.3%0.1%+0.22
NFLXNetflix IncAddedHistory11,9753,981+7,994+200.8%$8.49M$2.69M+$5.67M0.3%0.1%+0.21
CVNACarvana Co.AddedHistory47,6107,816+39,794+509.1%$8.29M$1.01M+$6.93M0.3%<0.1%+0.28
DDOGDatadog, Inc.AddedHistory71,92934,845+37,084+106.4%$8.28M$4.52M+$4.27M0.3%0.2%+0.11
FCXFreeport-McMoran IncReducedHistory163,573321,839−158,266−49.2%$8.17M$15.6M−$7.90M0.3%0.8%−0.43
MSIMotorola Solutions, Inc.AddedHistory18,0718,926+9,145+102.5%$8.13M$3.45M+$4.11M0.3%0.2%+0.15
CBOECboe Global Markets, Inc.AddedHistory38,95515,429+23,526+152.5%$7.98M$2.62M+$4.82M0.3%0.1%+0.19
ANETArista Networks, Inc.AddedHistory20,74819,369+1,379+7.1%$7.96M$6.79M+$529.3K0.3%0.3%−0.01
IFFInternational Flavors & Fragrances IncNewHistory75,7130+75,713$7.94M$0+$7.94M0.3%0.0%+0.31
ONONOn Holding AGAddedHistory156,09467,651+88,443+130.7%$7.83M$2.62M+$4.44M0.3%0.1%+0.18
FHNFirst Horizon CorpNewHistory502,0560+502,056$7.80M$0+$7.80M0.3%0.0%+0.31
AHRAmerican Healthcare REIT, Inc.AddedHistory296,81795,064+201,753+212.2%$7.75M$1.39M+$5.27M0.3%0.1%+0.24
TDGTransDigm Group INCReducedHistory5,37311,775−6,402−54.4%$7.67M$15.0M−$9.14M0.3%0.7%−0.43
PGRProgressive CorpReducedHistory30,01137,204−7,193−19.3%$7.62M$7.73M−$1.83M0.3%0.4%−0.07
MOSMosaic CoAddedHistory282,331104,038+178,293+171.4%$7.56M$3.01M+$4.77M0.3%0.1%+0.15
NCLHNorwegian Cruise Line Holdings Ltd.AddedHistory365,84519,087+346,758+1,816.7%$7.50M$358.6K+$7.11M0.3%<0.1%+0.28
SPOTSpotify Technology S.A.ReducedHistory19,97730,199−10,222−33.8%$7.36M$9.48M−$3.77M0.3%0.5%−0.17
VMCVulcan Materials COAddedHistory29,3024,056+25,246+622.4%$7.34M$1.01M+$6.32M0.3%<0.1%+0.24
LOGILogitech International S.A.AddedHistory81,59636,889+44,707+121.2%$7.32M$3.57M+$4.01M0.3%0.2%+0.12
ADCAgree Realty CorpAddedHistory96,34641,129+55,217+134.3%$7.26M$2.55M+$4.16M0.3%0.1%+0.16
RDDTReddit, Inc.NewHistory109,5870+109,587$7.22M$0+$7.22M0.3%0.0%+0.28
CTLTCatalent, Inc.NewHistory119,2280+119,228$7.22M$0+$7.22M0.3%0.0%+0.28
AONAon plcAddedHistory20,65213,417+7,235+53.9%$7.15M$3.94M+$2.50M0.3%0.2%+0.09
RYANRyan Specialty Holdings, Inc.AddedHistory107,41879,686+27,732+34.8%$7.13M$4.61M+$1.84M0.3%0.2%+0.06
NEENextera Energy IncAddedHistory83,62330,757+52,866+171.9%$7.07M$2.18M+$4.47M0.3%0.1%+0.17
KSSKOHLS CorpAddedHistory334,150119,194+214,956+180.3%$7.05M$2.74M+$4.54M0.3%0.1%+0.15
SNSharkNinja, Inc.ReducedHistory63,89389,621−25,728−28.7%$6.95M$6.74M−$2.80M0.3%0.3%−0.05
CVSCVS Health CorpNewHistory109,7640+109,764$6.90M$0+$6.90M0.3%0.0%+0.27
NXPINXP Semiconductors N.V.AddedHistory28,58716,082+12,505+77.8%$6.86M$4.33M+$3.00M0.3%0.2%+0.06
NKENIKE, Inc.NewHistory77,4200+77,420$6.84M$0+$6.84M0.3%0.0%+0.27
TSMTaiwan Semiconductor Manufacturing Co LtdNewHistory39,3720+39,372$6.84M$0+$6.84M0.3%0.0%+0.27
CNICanadian National Railway CoAddedHistory57,48446,001+11,483+25.0%$6.73M$5.43M+$1.35M0.3%0.3%0.00
WDAYWorkday, Inc.AddedHistory27,50921,798+5,711+26.2%$6.72M$4.87M+$1.40M0.3%0.2%+0.03
ASMLASML Holding NVAddedHistory8,0566,525+1,531+23.5%$6.71M$6.67M+$1.28M0.3%0.3%−0.06
ARCCAres Capital CorpAddedHistory319,223189,324+129,899+68.6%$6.68M$3.95M+$2.72M0.3%0.2%+0.07
TPHTri Pointe Homes, Inc.AddedHistory147,23822,240+124,998+562.0%$6.67M$828.4K+$5.66M0.3%<0.1%+0.22
HOGHarley-Davidson, Inc.AddedHistory172,25859,310+112,948+190.4%$6.64M$1.99M+$4.35M0.3%0.1%+0.17
NTRNutrien Ltd.AddedHistory137,38098,146+39,234+40.0%$6.60M$5.00M+$1.89M0.3%0.2%+0.02
VTRVentas, Inc.NewHistory102,9400+102,940$6.60M$0+$6.60M0.3%0.0%+0.26
ACNAccenture plcReducedHistory18,62425,624−7,000−27.3%$6.58M$7.77M−$2.47M0.3%0.4%−0.12
QCOMQualcomm IncAddedHistory38,70815,035+23,673+157.5%$6.58M$2.99M+$4.03M0.3%0.1%+0.11
RSGRepublic Services, Inc.NewHistory32,7550+32,755$6.58M$0+$6.58M0.3%0.0%+0.26
VLOValero Energy CorpNewHistory48,6800+48,680$6.57M$0+$6.57M0.3%0.0%+0.26
ETNEaton Corp plcReducedHistory19,65431,609−11,955−37.8%$6.51M$9.91M−$3.96M0.3%0.5%−0.22
VRNSVaronis Systems IncAddedHistory113,67170,413+43,258+61.4%$6.42M$3.38M+$2.44M0.3%0.2%+0.09
MCOMoodys CorpNewHistory13,4450+13,445$6.38M$0+$6.38M0.3%0.0%+0.25
IPGInterpublic Group of Companies, Inc.ReducedHistory200,650248,650−48,000−19.3%$6.35M$7.23M−$1.52M0.3%0.4%−0.10
SGISomnigroup International Inc.AddedHistory114,73453,045+61,689+116.3%$6.26M$2.51M+$3.37M0.2%0.1%+0.13
WSMWilliams Sonoma IncAddedConverted for a 2-for-1 splitHistory40,33114,124+26,207+185.5%$6.25M$1.99M+$4.06M0.2%0.1%+0.15
MCKMcKesson CorpReducedHistory12,56320,747−8,184−39.4%$6.21M$12.1M−$4.05M0.2%0.6%−0.34
CAVACava Group, Inc.AddedHistory49,62711,721+37,906+323.4%$6.15M$1.09M+$4.69M0.2%0.1%+0.19

Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.