Holocene Advisors, LP

SEC CIK
0001700574

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
782
−12 vs. Q1 2026
Total value
$43.69B
+$2.4B (+5.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Holocene Advisors, LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMZNAMAZON COM INC COMStock14,012,902$3.34B7.64%+823,502+6.2%AddedView
MSFTMICROSOFT CORP COMStock4,277,000$1.6B3.65%+3,159,000+282.6%AddedView
TSLATESLA INC COMStock3,555,000$1.5B3.42%00.0%UnchangedView
NVDANVIDIA CORPORATION COMStock6,083,601$1.22B2.79%−3,319,232−35.3%ReducedView
GEGE AEROSPACE COM NEWStock1,980,168$740.05M1.69%+457,863+30.1%AddedView
AMDADVANCED MICRO DEVICES INC COMStock1,193,476$693.3M1.59%+1,003,476+528.1%AddedView
DHRDANAHER CORP DEL COMStock3,592,798$684.36M1.57%−446,306−11.0%ReducedView
VVISA INC COM CL AStock1,948,740$668.59M1.53%−222,656−10.3%ReducedView
SHWSHERWIN WILLIAMS COCOM1,783,097$613.96M1.41%+532,624+42.6%AddedView
PHPARKER-HANNIFIN CORP COMStock527,714$516.17M1.18%+64,315+13.9%AddedView
XOMEXXON MOBIL CORPCOM3,632,979$496.7M1.14%−653,496−15.2%ReducedView
ISHARES SEMICONDUCTOR ETF464287523ETF760,000$486.98M1.11%+760,000New–
AZNASTRAZENECA PLC ORDADR2,429,349$460.65M1.05%−233,538−8.8%ReducedView
CSXCSX CORP COMStock9,641,428$458.26M1.05%+4,652,020+93.2%AddedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS460,184$444.08M1.02%−627,433−57.7%ReducedView
MMM3M CO COMStock2,736,218$443.02M1.01%+2,286,910+509.0%AddedView
GILDGILEAD SCIENCES INC COMStock3,216,892$406.42M0.93%+605,066+23.2%AddedView
HLTHILTON WORLDWIDE HLDGS INCCOM1,227,722$405.71M0.93%−332,604−21.3%ReducedView
STLDSTEEL DYNAMICS INCCOM1,648,753$378.32M0.87%−640,195−28.0%ReducedView
CVXCHEVRON CORPORATION COMStock2,125,327$352.29M0.81%+1,481,714+230.2%AddedView
NBISNEBIUS GROUP N.V. SHS CLASS AStock1,203,154$332.28M0.76%+1,203,154NewView
URIUNITED RENTALS INCCOM291,394$330.12M0.76%+129,512+80.0%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock2,734,000$318.98M0.73%−677,000−19.8%ReducedView
WATWATERS CORPCOM847,774$317.95M0.73%−69,292−7.6%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW781,465$310.77M0.71%−258,720−24.9%ReducedView
KLACKLA CORPCOM NEW1,030,000$310.76M0.71%+1,030,000NewView
CVSCVS HEALTH CORP COMStock3,001,684$310.52M0.71%−1,478,441−33.0%ReducedView
FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW1,298,505$308.17M0.71%+324,627+33.3%AddedView
GOOGLALPHABET INC CAP STK CL AStock856,143$305.96M0.70%−194,801−18.5%ReducedView
TGTTARGET CORP COMStock2,337,852$305.35M0.70%+2,114,801+948.1%AddedView
LMTLOCKHEED MARTIN CORP COMStock570,452$290.62M0.67%+207,368+57.1%AddedView
ROKROCKWELL AUTOMATION INC COMStock586,073$290.15M0.66%−201,706−25.6%ReducedView
EWEDWARDS LIFESCIENCES CORP COMStock3,139,285$283.98M0.65%+2,401,186+325.3%AddedView
COFCAPITAL ONE FINL CORP COMStock1,403,424$281.55M0.64%+1,230,823+713.1%AddedView
ABNBAIRBNB INC COM CL AStock1,951,914$279.32M0.64%+1,160,490+146.6%AddedView
AMATAPPLIED MATLS INC COMStock369,894$267.43M0.61%−330,781−47.2%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock527,000$263.71M0.60%00.0%UnchangedView
DHID R HORTON INCCOM1,566,685$255.18M0.58%+487,376+45.2%AddedView
RVMDREVOLUTION MEDICINES INCCOM1,359,269$254.56M0.58%−1,109,375−44.9%ReducedView
GEVGE VERNOVA INC COMStock210,914$247.79M0.57%−467,586−68.9%ReducedView
CPNGCOUPANG INCCL A14,135,375$245.53M0.56%−4,005,279−22.1%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF326,000$244.14M0.56%+326,000New–
DGDOLLAR GEN CORP NEWCOM2,087,289$240.27M0.55%+918,928+78.7%AddedView
FLEXFLEX LTD ORDStock1,443,212$233.9M0.54%+1,214,529+531.1%AddedView
GSGOLDMAN SACHS GROUP INC COMStock230,000$232.62M0.53%+230,000NewView
RSGREPUBLIC SVCS INCCOM1,063,294$226.57M0.52%−840,368−44.1%ReducedView
ABTABBOTT LABORATORIES COMStock2,490,670$226M0.52%+1,699,754+214.9%AddedView
WFCWELLS FARGO & CO COMStock2,663,586$220.12M0.50%+2,663,586NewView
MSMORGAN STANLEY COM NEWStock1,052,219$219.96M0.50%+440,802+72.1%AddedView
TOLTOLL BROTHERS INCCOM1,331,245$219.32M0.50%+271,660+25.6%AddedView
PFGCPERFORMANCE FOOD GROUP COCOM1,958,801$218.97M0.50%+1,265,987+182.7%AddedView
AZOAUTOZONE INCCOM68,382$218.54M0.50%+6,453+10.4%AddedView
WELLWELLTOWER INC COMREIT958,107$217.46M0.50%+514,342+115.9%AddedView
GKOSGLAUKOS CORPCOM1,514,931$211.73M0.48%+131,216+9.5%AddedView
LLYELI LILLY & CO COMStock176,517$211.72M0.48%−10,842−5.8%ReducedView
SHELSHELL PLC SPON ADSADR2,633,066$204.17M0.47%+2,633,066NewView
CHDCHURCH & DWIGHT CO INCCOM2,075,943$201.12M0.46%+1,135,008+120.6%AddedView
CRSCARPENTER TECHNOLOGY CORPCOM314,483$193.99M0.44%−234,402−42.7%ReducedView
ALKSALKERMES PLCSHS3,601,472$188.7M0.43%+1,284,146+55.4%AddedView
SNDKSANDISK CORPCOM82,945$188.59M0.43%−222,825−72.9%ReducedView
STMSTMICROELECTRONICS N VNY REGISTRY2,495,565$186.89M0.43%+2,468,950+9,276.5%AddedView
EATBRINKER INTL INC COMStock1,106,997$185.98M0.43%−34,036−3.0%ReducedView
XPOXPO INCCOM904,678$185.72M0.43%−344,753−27.6%ReducedView
UALUNITED AIRLS HLDGS INCCOM1,320,123$179.52M0.41%+1,320,123NewView
RGENREPLIGEN CORPCOM1,292,191$176.31M0.40%+583,302+82.3%AddedView
MASMASCO CORPCOM2,157,324$175.54M0.40%−462,443−17.7%ReducedView
EOGEOG RES INC COMStock1,319,829$171.22M0.39%+788,636+148.5%AddedView
HUMHUMANA INC COMStock415,489$165.04M0.38%+415,489NewView
RBARB GLOBAL INCCOM1,409,745$164.16M0.38%+712,418+102.2%AddedView
NVSNOVARTIS AG SPONSORED ADRADR1,037,332$162.57M0.37%+1,037,332NewView
WMTWALMART INC COMStock1,405,000$159.13M0.36%+1,405,000NewView
ROSTROSS STORES INCCOM735,078$156.46M0.36%−587,725−44.4%ReducedView
QQNITY ELECTRONICS INCCOMMON STOCK945,505$154.41M0.35%+220,181+30.4%AddedView
ETSYETSY INCCOM2,004,438$150.99M0.35%+2,004,438NewView
CBCHUBB LIMITED COMStock435,164$148.28M0.34%−238,798−35.4%ReducedView
TXRHTEXAS ROADHOUSE INCCOM755,654$146.02M0.33%−365,983−32.6%ReducedView
WMBWILLIAMS COS INCCOM1,963,696$145.98M0.33%+979,281+99.5%AddedView
USFDUS FOODS HLDG CORPCOM1,418,397$145.03M0.33%+1,418,397NewView
CCITIGROUP INC COM NEWStock1,024,833$143.44M0.33%+1,024,833NewView
SNXTD SYNNEX CORPORATIONCOM517,234$138.28M0.32%+509,005+6,185.5%AddedView
LRCXLAM RESEARCH CORP COM NEWStock317,652$137.65M0.32%+226,943+250.2%AddedView
BUDANHEUSER BUSCH INBEV SA NV SPONSORED ADRADR1,654,178$136.3M0.31%+293,655+21.6%AddedView
KNXKNIGHT-SWIFT TRANSN HLDGS INCL A1,748,797$136.18M0.31%−9,928−0.6%ReducedView
BIDUBAIDU INC SPON ADR REP AADR1,190,286$136.04M0.31%+1,026,867+628.4%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock142,637$133.43M0.31%+142,637NewView
EQIXEQUINIX INCCOM127,210$132.6M0.30%−133,611−51.2%ReducedView
LPLALPL FINL HLDGS INCCOM462,479$130.27M0.30%+44,832+10.7%AddedView
VIKVIKING HOLDINGS LTDORD SHS1,233,224$129.08M0.30%−1,236,815−50.1%ReducedView
PMPHILIP MORRIS INTL INC COMStock697,816$126.24M0.29%+697,816NewView
VRSNVERISIGN INCCOM496,573$124.92M0.29%+407,036+454.6%AddedView
FOXAFOX CORPCL A COM2,311,698$120.58M0.28%−1,557,953−40.3%ReducedView
CARTMAPLEBEAR INCCOM2,528,945$119.75M0.27%−1,382,927−35.4%ReducedView
KRKROGER CO COMStock2,137,790$118.71M0.27%+39,267+1.9%AddedView
APDAIR PRODUCTS AND CHEMICALS INC COMStock403,069$118.17M0.27%−707,843−63.7%ReducedView
COINCOINBASE GLOBAL INCCOM CL A804,000$117.54M0.27%00.0%UnchangedView
CPTCAMDEN PPTY TR SH BEN INTREIT993,727$113.77M0.26%−424,710−29.9%ReducedView
SNOWSNOWFLAKE INC COM SHSStock447,022$113.77M0.26%+274,596+159.3%AddedView
TFXTELEFLEX INCORPORATEDCOM886,281$112.34M0.26%+470,946+113.4%AddedView
VLOVALERO ENERGY CORP COMStock430,579$112.14M0.26%+430,579NewView
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESStock404,734$110.07M0.25%+404,734NewView

Options (7)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Holocene Advisors, LP option positions in Q2 2026
SecurityClassPutsCalls
GEGE AEROSPACE COM NEWStock–$205.55M
BSXBOSTON SCIENTIFIC CORP COMStock–$180.43M
DHRDANAHER CORP DEL COMStock–$92.86M
GILDGILEAD SCIENCES INC COMStock–$88.44M
FFORD MTR CO COMStock–$59.63M
GMGENERAL MTRS COCOM–$43.16M
ALKSALKERMES PLCSHS–$18.34M

Sold out since Q1 2026 (257)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 257 by value.

Holocene Advisors, LP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
AAPLAPPLE INC COMStock2,493,000$632.7M1.53%
PEPPEPSICO INC COMStock3,519,891$546.6M1.32%
GSKGSK PLC SPONSORED ADRADR5,518,433$304.56M0.74%
FDXFEDEX CORP COMStock791,178$281.8M0.68%
METAMETA PLATFORMS INC CL AStock487,086$278.68M0.67%
CORCENCORA INC COMStock841,122$264.23M0.64%
LYBLYONDELLBASELL INDUSTRIES NVSHS - A -2,835,183$228.4M0.55%
ACNACCENTURE PLC IRELAND SHS CLASS AStock1,115,000$221.09M0.54%
ADIANALOG DEVICES INC COMStock693,623$220.67M0.53%
TERNS PHARMACEUTICALS INC880881107COM4,115,828$216.99M0.53%
DOWDOW HLDGS INC COMStock5,120,568$213.27M0.52%
CATCATERPILLAR INC COMStock292,937$207.53M0.50%
SBUXSTARBUCKS CORP COMStock2,132,307$191.03M0.46%
YUMYUM BRANDS INC COMStock1,013,010$157.5M0.38%
GMGENERAL MTRS COCOM1,972,099$146.92M0.36%
SPGIS&P GLOBAL INC COMStock344,482$146.52M0.35%
DASHDOORDASH INC CL AStock877,940$131.82M0.32%
QCOMQUALCOMM INC COMStock857,000$110.36M0.27%
NOCNORTHROP GRUMMAN CORP COMStock161,558$110.22M0.27%
AVGOBROADCOM INC COMStock341,804$105.79M0.26%
FANGDIAMONDBACK ENERGY INC COMStock523,874$103.62M0.25%
BGBUNGE GLOBAL SACOM SHS773,811$98.43M0.24%
ADPAUTOMATIC DATA PROCESSING INC COMStock482,000$97.93M0.24%
ADBEADOBE INC COMStock388,000$94.32M0.23%
ICLRICON PLCCOM840,845$93.05M0.23%
XENEXENON PHARMACEUTICALS INCCOM1,518,686$88.31M0.21%
WLKWESTLAKE CORPORATIONCOM730,035$85.28M0.21%
GLWCORNING INCCOM611,522$83.15M0.20%
TERTERADYNE INC COMStock264,814$78.51M0.19%
CPCANADIAN PACIFIC KANSAS CITYCOM976,278$76.79M0.19%
COPCONOCOPHILLIPS COMStock579,282$76.47M0.19%
ROKUROKU INCCOM CL A743,529$70.35M0.17%
PSXPHILLIPS 66 COMStock382,100$69.61M0.17%
CASYCASEYS GEN STORES INCCOM92,914$67.63M0.16%
CDNSCADENCE DESIGN SYSTEM INC COMStock242,968$67.51M0.16%
NVONOVO-NORDISK A S ADRADR1,745,580$64.15M0.16%
CCLCARNIVAL CORPUNIT 99/99/99992,436,663$63.06M0.15%
DEDEERE & CO COMStock107,711$60.67M0.15%
GNRCGENERAC HLDGS INC COMStock301,367$58.87M0.14%
AAALCOA CORP COMStock844,195$56M0.14%
WDAYWORKDAY INCCL A423,028$54.96M0.13%
DISDISNEY WALT CO COMStock518,786$50M0.12%
ENTGENTEGRIS INCCOM415,311$48.69M0.12%
VSTVISTRA CORP COMStock320,602$48.2M0.12%
CAHCARDINAL HEALTH INC COMStock222,789$47.08M0.11%
SCHWCHARLES SCHWAB CORP (THE) COMStock481,172$45.22M0.11%
ECHOECHOSTAR CORPCL A374,596$43.85M0.11%
ALLYALLY FINL INC COMStock1,017,897$39.93M0.10%
HDBHDFC BANK LTDSPONSORED ADS1,587,186$39.49M0.10%
BTSGBRIGHTSPRING HEALTH SVCS INCCOM892,200$38.02M0.09%
MDLNMEDLINE INCCOM CL A832,316$37.04M0.09%
CBOECBOE GLOBAL MKTS INCCOM131,247$36.89M0.09%
LBRTLIBERTY ENERGY INCCOM CL A1,274,139$36.7M0.09%
BNYBANK OF NY MELLON CORP COMStock308,934$36.65M0.09%
MRSHMARSH & MCLENNAN COS INC COMStock203,290$35.26M0.09%
LMNDLEMONADE INC COMStock553,566$34.7M0.08%
EBAYEBAY INC.COM374,019$34.04M0.08%
CEGCONSTELLATION ENERGY CORP COMStock121,520$33.93M0.08%
ALBALBEMARLE CORP COMStock185,472$33.3M0.08%
WFRDWEATHERFORD INTL PLCORD SHS349,659$33.07M0.08%
MTZMASTEC INCCOM101,724$32.73M0.08%
OKEONEOK INC NEWCOM357,260$32.29M0.08%
PTENPATTERSON-UTI ENERGY INCCOM2,858,245$30.95M0.07%
JLLJONES LANG LASALLE INCCOM101,368$30.85M0.07%
CCJCAMECO CORP COMStock283,224$30.76M0.07%
CMCSACOMCAST CORP NEW CL AStock1,047,065$30.06M0.07%
BROSDUTCH BROS INCCL A583,237$29.55M0.07%
TAT&T INC COMStock1,000,966$29.02M0.07%
FITBFIFTH THIRD BANCORPCOM603,786$28.05M0.07%
DARDARLING INGREDIENTS INCCOM442,969$27.4M0.07%
FLGFLAGSTAR BANK NATIONAL ASSOCIA COM NEWStock2,056,050$27.08M0.07%
ORCLORACLE CORP COMStock179,752$26.44M0.06%
WHWYNDHAM HOTELS & RESORTS INCCOM281,031$22.83M0.06%
FUTUFUTU HLDGS LTDSPON ADS CL A166,800$22.81M0.06%
KVUEKENVUE INC COMStock1,289,288$22.23M0.05%
CHYMCHIME FINL INCCOM SHS CL A1,045,060$19.57M0.05%
NEMNEWMONT CORP COMStock176,777$19.14M0.05%
AKAMAKAMAI TECHNOLOGIES INCCOM166,226$19.09M0.05%
DKNGDRAFTKINGS INC NEW COM CL AStock875,541$18.93M0.05%
KGSKODIAK GAS SVCS INCCOM321,595$18.76M0.05%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF214,658$17.6M0.04%
TWSTTWIST BIOSCIENCE CORPCOM344,758$16.38M0.04%
NDAQNASDAQ INCCOM184,023$15.62M0.04%
CGCARLYLE GROUP INCCOM317,967$15.39M0.04%
LIONLIONSGATE STUDIOS CORPCOM1,596,749$15.31M0.04%
GAPGAP INCCOM599,927$14.52M0.04%
ULUNILEVER PLCSPON ADR NEW250,000$14.24M0.03%
MOALTRIA GROUP INC COMStock214,092$14.13M0.03%
ANAUTONATION INCCOM72,354$14.13M0.03%
CUBECUBESMART COMREIT365,906$13.41M0.03%
RUNSUNRUN INCCOM944,705$12.81M0.03%
BDXBECTON DICKINSON & CO COMStock76,973$12.1M0.03%
EQPTEQUIPMENTSHARE COM INCCOM CL A588,450$11.99M0.03%
RHPRYMAN HOSPITALITY PPTYS INCCOM125,662$11.59M0.03%
CHRDCHORD ENERGY CORPORATIONCOM NEW70,971$10.09M0.02%
CIENCIENA CORPCOM NEW25,550$9.92M0.02%
CDWCDW CORPCOM80,296$9.72M0.02%
GLIBKLIBERTY CAP CORPSER C GCI GROUP250,000$9.3M0.02%
GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS159,009$7.66M0.02%
BWABORGWARNER INCCOM137,237$7.45M0.02%

13F filings by quarter

Holocene Advisors, LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026782$43.69Bvs. Q1 2026SEC
Q1 2026May 15, 2026794$41.29Bvs. Q4 2025SEC
Q4 2025Feb 17, 2026724$47.41Bvs. Q3 2025SEC
Q3 2025Nov 14, 2025725$43.51Bvs. Q2 2025SEC
Q2 2025Aug 14, 2025734$40.56Bvs. Q1 2025SEC
Q1 2025May 15, 2025720$33.89Bvs. Q4 2024SEC
Q4 2024Feb 14, 2025734$30.82Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024695$24.75Bvs. Q2 2024SEC
Q2 2024Aug 14, 2024673$23.93Bvs. Q1 2024SEC
Q1 2024May 15, 2024690$27.07Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024678$25.52Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023696$22.39Bvs. Q2 2023SEC
Q2 2023Aug 14, 2023701$22.86Bvs. Q1 2023SEC
Q1 2023May 15, 2023681$19.97Bvs. Q4 2022SEC
Q4 2022Feb 14, 2023668$16.2Bvs. Q3 2022SEC
Q3 2022Nov 14, 2022782$15.54Bvs. Q2 2022SEC
Q2 2022Aug 15, 2022784$16.4Bvs. Q1 2022SEC
Q1 2022May 16, 2022844$18.88Bvs. Q4 2021SEC
Q4 2021Feb 14, 2022838$18.83Bvs. Q3 2021SEC
Q3 2021Nov 15, 2021779$17.35Bvs. Q2 2021SEC
Q2 2021Aug 16, 2021784$16.33Bvs. Q1 2021SEC
Q1 2021May 17, 2021771$15.58B–SEC