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Capitolis Advisors LLC

SEC CIK
0001858879
Latest filing
Nov 13, 2023

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
404
−38 vs. Q1 2021
Portfolio value
$8.51B
+$2.73B (+47.2%) vs. Q1 2021
Filed
Aug 11, 2021
SEC
Holdings of Capitolis Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock1,561,184$422.9M5.0%−149,197−8.7%ReducedHistory
ALXNAlexion Pharmaceuticals, Inc.COM2,247,287$412.8M4.9%+1,005,666+81.0%AddedHistory
BACBank of America CorpStock6,124,281$252.5M3.0%+2,425,303+65.6%AddedHistory
AAPLApple Inc.Stock1,736,435$237.8M2.8%+246,767+16.6%AddedHistory
AMZNAmazon Com IncStock65,195$224.3M2.6%−18,825−22.4%ReducedHistory
GOOGLAlphabet Inc.Stock81,297$198.5M2.3%+12,383+18.0%AddedHistory
GSGoldman Sachs Group IncStock459,105$174.2M2.0%+116,567+34.0%AddedHistory
iShares Tr464288257MSCI ACWI ETF1,660,000$168.0M2.0%+1,660,000New–
SBACSba Communications CorpCL A480,254$153.1M1.8%+301,998+169.4%AddedHistory
BABAAlibaba Group Holding LtdADR632,288$143.4M1.7%+632,288NewHistory
WFCWells Fargo & CompanyStock3,034,283$137.4M1.6%+1,778,708+141.7%AddedHistory
PLDPrologis, Inc.REIT1,146,848$137.1M1.6%+680,957+146.2%AddedHistory
METAMeta Platforms, Inc.Stock378,588$131.6M1.5%−140,164−27.0%ReducedHistory
NKENIKE, Inc.Stock799,950$123.6M1.5%+443,605+124.5%AddedHistory
JPMJPMorgan Chase & CoStock698,188$108.6M1.3%+283,492+68.4%AddedHistory
JNJJohnson & JohnsonStock639,844$105.4M1.2%+213,527+50.1%AddedHistory
AMTAmerican Tower CorpREIT389,731$105.3M1.2%+389,731NewHistory
AXPAmerican Express CoStock590,335$97.5M1.1%+457,526+344.5%AddedHistory
MSMorgan StanleyStock1,035,868$95.0M1.1%+687,580+197.4%AddedHistory
ICEIntercontinental Exchange, Inc.Stock778,634$92.4M1.1%+514,605+194.9%AddedHistory
BRK.BBerkshire Hathaway IncStock331,772$92.2M1.1%+215,189+184.6%AddedHistory
PGProcter & Gamble CoStock666,950$90.0M1.1%+108,492+19.4%AddedHistory
PSAPublic StorageCOM273,559$82.3M1.0%+240,229+720.8%AddedHistory
AMATApplied Materials IncStock576,549$82.1M1.0%+193,807+50.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW87,777$80.7M0.9%+65,844+300.2%AddedHistory
ABTAbbott LaboratoriesStock649,761$75.3M0.9%+621,921+2,233.9%AddedHistory
KOCoca Cola CoStock1,297,054$70.2M0.8%+820,596+172.2%AddedHistory
INTCIntel CorpStock1,241,680$69.7M0.8%+600,120+93.5%AddedHistory
COFCapital One Financial CorpStock448,913$69.4M0.8%+280,763+167.0%AddedHistory
GOOGAlphabet Inc.Stock27,211$68.2M0.8%−29,123−51.7%ReducedHistory
PANWPalo Alto Networks IncStock182,881$67.9M0.8%+150,080+457.5%AddedHistory
CMECME Group Inc.COM304,778$64.8M0.8%+269,938+774.8%AddedHistory
MUMicron Technology IncStock760,924$64.7M0.8%+255,802+50.6%AddedHistory
EQIXEquinix IncCOM78,687$63.2M0.7%+73,997+1,577.8%AddedHistory
MCHPMicrochip Technology IncStock409,107$61.3M0.7%+394,398+2,681.3%AddedHistory
ADBEAdobe Inc.Stock103,917$60.9M0.7%−44,720−30.1%ReducedHistory
GSKGSK plcSPONSORED ADR1,525,000$60.7M0.7%+1,525,000NewHistory
VERVEREIT, Inc.COM1,225,123$56.3M0.7%+1,224,594+231,492.2%AddedHistory
WMTWalmart Inc.Stock385,966$54.4M0.6%+59,960+18.4%AddedHistory
SBUXStarbucks CorpStock477,967$53.4M0.6%−214,070−30.9%ReducedHistory
PFEPfizer IncStock1,322,054$51.8M0.6%+470,639+55.3%AddedHistory
CCICrown Castle Inc.REIT264,669$51.6M0.6%+254,722+2,560.8%AddedHistory
CSXCSX CorpStock1,609,500$51.6M0.6%+1,475,079+1,097.4%AddedConverted for a 3-for-1 splitHistory
ALLAllstate CorpStock392,000$51.1M0.6%+289,916+284.0%AddedHistory
HWMHowmet Aerospace Inc.Stock1,442,427$49.7M0.6%+1,419,558+6,207.3%AddedHistory
XOMExxonMobil Holdings CorpCOM743,451$46.9M0.6%−122,078−14.1%ReducedHistory
UNHUnitedHealth Group IncStock115,572$46.3M0.5%−27,736−19.4%ReducedHistory
KSUKansas City SouthernCOM NEW155,965$44.2M0.5%+150,467+2,736.8%AddedHistory
MCDMcDonalds CorpStock191,224$44.2M0.5%−177,823−48.2%ReducedHistory
VRSKVerisk Analytics, Inc.COM249,971$43.7M0.5%−373,714−59.9%ReducedHistory
CATCaterpillar IncStock197,581$43.0M0.5%−135,703−40.7%ReducedHistory
AVBAvalonbay Communities IncCOM203,470$42.5M0.5%+155,533+324.5%AddedHistory
DLRDigital Realty Trust, Inc.COM274,348$41.3M0.5%+254,116+1,256.0%AddedHistory
TGTTarget CorpStock167,260$40.4M0.5%−7,121−4.1%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM220,104$40.0M0.5%+220,104NewHistory
CBChubb LtdStock245,822$39.1M0.5%+154,074+167.9%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS307,210$39.0M0.5%+307,210NewHistory
AJGArthur J. Gallagher & Co.COM277,069$38.8M0.5%+201,658+267.4%AddedHistory
MRVLMarvell Technology, Inc.COM658,682$38.4M0.5%+658,682NewHistory
SWKSSkyworks Solutions, Inc.Stock200,308$38.4M0.5%+200,175+150,507.5%AddedHistory
PBCTPeople's United Financial, Inc.COM2,227,037$38.2M0.4%+2,223,142+57,076.8%AddedHistory
INFOIHS Markit Ltd.SHS333,130$37.5M0.4%+134,485+67.7%AddedHistory
DALDelta Air Lines, Inc.COM NEW861,049$37.2M0.4%+823,886+2,217.0%AddedHistory
HONHoneywell International IncCOM169,629$37.2M0.4%+114,599+208.2%AddedHistory
SGISomnigroup International Inc.COM917,959$36.0M0.4%+561,838+157.8%AddedHistory
AVGOBroadcom Inc.Stock72,658$34.6M0.4%+26,599+57.7%AddedHistory
DHIHorton D R IncCOM363,994$32.9M0.4%+150,820+70.7%AddedHistory
NUANNuance Communications, Inc.COM601,468$32.7M0.4%+601,468NewHistory
TMUST-Mobile US, Inc.Stock224,156$32.5M0.4%−163−0.1%ReducedHistory
BXPBXP, Inc.COM280,156$32.1M0.4%+87,655+45.5%AddedHistory
ADSKAutodesk, Inc.COM109,457$31.9M0.4%−22,008−16.7%ReducedHistory
SWKStanley Black & Decker, Inc.COM153,511$31.5M0.4%+151,000+6,013.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock107,096$31.2M0.4%−43,710−29.0%ReducedHistory
USBUS Bancorp DECOM NEW546,438$31.1M0.4%−148,080−21.3%ReducedHistory
KEYKeycorpCOM1,491,127$30.8M0.4%+1,013,946+212.5%AddedHistory
HDHome Depot, Inc.Stock96,195$30.7M0.4%−10,740−10.0%ReducedHistory
PEPPepsiCo IncStock197,254$29.2M0.3%+147,021+292.7%AddedHistory
QCOMQualcomm IncStock204,258$29.2M0.3%+203,452+25,242.2%AddedHistory
SPGSimon Property Group Inc.REIT222,088$29.0M0.3%+222,088NewHistory
PGRProgressive CorpStock281,000$27.6M0.3%+281,000NewHistory
BABoeing CoStock109,414$26.2M0.3%−30,913−22.0%ReducedHistory
MDTMedtronic plcStock208,424$25.9M0.3%+67,089+47.5%AddedHistory
LENLennar CorpCL A256,418$25.5M0.3%00.0%UnchangedHistory
MAAMid America Apartment Communities Inc.COM150,781$25.4M0.3%+133,870+791.6%AddedHistory
MASIMasimo CorpCOM103,058$25.0M0.3%+91,700+807.4%AddedHistory
NOCNorthrop Grumman CorpStock64,862$23.6M0.3%+48,421+294.5%AddedHistory
NTESNetEase, Inc.SPONSORED ADS200,000$23.1M0.3%+200,000NewHistory
TRVTravelers Companies, Inc.Stock151,362$22.7M0.3%+18,168+13.6%AddedHistory
MPWRMonolithic Power Systems, Inc.COM57,831$21.6M0.3%+57,831NewHistory
PFPTProofpoint IncCOM123,057$21.4M0.3%+123,057NewHistory
ROKURoku, IncCOM CL A46,547$21.4M0.3%+46,547NewHistory
ELEstee Lauder Companies IncCL A66,351$21.1M0.2%−32,618−33.0%ReducedHistory
GEGeneral Electric CoCOM1,556,826$21.0M0.2%−589,438−27.5%ReducedHistory
BNYBank of New York Mellon CorpStock405,799$20.8M0.2%−51,739−11.3%ReducedHistory
QRVOQorvo, Inc.Stock106,027$20.7M0.2%−8,434−7.4%ReducedHistory
NVDANVIDIA CorpStock25,883$20.7M0.2%−14,073−35.2%ReducedHistory
FEFirstenergy CorpCOM556,082$20.7M0.2%+14,470+2.7%AddedHistory
TMOThermo Fisher Scientific Inc.Stock40,477$20.4M0.2%+13,869+52.1%AddedHistory
VMRKVivmark ResidentialSH BEN INT265,055$20.4M0.2%+116,121+78.0%AddedHistory
CTVACorteva, Inc.Stock458,255$20.3M0.2%+315,500+221.0%AddedHistory

Sold out since Q1 2021 (91)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Capitolis Advisors LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
WTWWillis Towers Watson PLCSHS933,081$213.6M3.7%History
XLNXXilinx IncCOM252,945$31.3M0.5%History
SLBSLB LimitedStock985,104$26.8M0.5%History
Inphi Corp45772F107COM121,746$21.7M0.4%–
TFCTruist Financial CorpCOM369,302$21.5M0.4%History
BKRBaker Hughes CoCL A917,993$19.8M0.3%History
PHMPultegroup IncCOM341,593$17.9M0.3%History
ENPHEnphase Energy, Inc.Stock74,752$12.1M0.2%History
WELLWelltower Inc.REIT148,158$10.6M0.2%History
MTBM&T Bank CorpCOM61,023$9.25M0.2%History
COPConocoPhillipsStock174,489$9.24M0.2%History
Athene Holding Ltd.G0684D107CL A174,012$8.77M0.2%–
LEALear CorpCOM NEW30,255$5.48M0.1%History
ACGLArch Capital Group Ltd.Stock126,098$4.84M0.1%History
BGBunge Global SACOM60,479$4.79M0.1%History
MKTXMarketaxess Holdings IncCOM9,173$4.57M0.1%History
ZTSZoetis Inc.Stock27,684$4.36M0.1%History
VLOValero Energy CorpStock58,472$4.19M0.1%History
FCXFreeport-McMoran IncStock118,510$3.90M0.1%History
WRBBerkley W R CorpCOM47,600$3.59M0.1%History
CPTCamden Property TrustREIT31,469$3.46M0.1%History
PMPhilip Morris International Inc.Stock36,908$3.27M0.1%History
NTAPNetApp, Inc.Stock43,125$3.13M0.1%History
NEMNEWMONT CorpStock48,179$2.90M0.1%History
Grubhub Inc400110102COM46,815$2.81M<0.1%–
BIIBBiogen Inc.COM9,291$2.60M<0.1%History
CVXChevron CorpStock24,601$2.58M<0.1%History
Varian Med Sys Inc92220P105COM13,387$2.36M<0.1%–
TWTRTwitter, Inc.COM36,828$2.34M<0.1%History
AGNCAGNC Investment Corp.REIT133,990$2.25M<0.1%History
CMICummins IncStock8,605$2.23M<0.1%History
GAPGap IncCOM72,140$2.15M<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM4,448$2.10M<0.1%History
ZSZscaler, Inc.Stock11,494$1.97M<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock12,064$1.93M<0.1%History
DEDeere & CoStock4,928$1.84M<0.1%History
EOGEOG Resources IncStock24,660$1.79M<0.1%History
VICIVici Properties Inc.COM54,164$1.53M<0.1%History
ZBRAZebra Technologies CorpCL A3,109$1.51M<0.1%History
CDNSCadence Design Systems IncStock9,815$1.34M<0.1%History
EFXEquifax IncCOM7,078$1.28M<0.1%History
KMXCarMax IncCOM9,502$1.26M<0.1%History
PAYXPaychex IncStock12,631$1.24M<0.1%History
DTEDte Energy CoCOM8,884$1.18M<0.1%History
WDCWestern Digital CorpCOM17,627$1.18M<0.1%History
APOApollo Global Management, Inc.COM CL A24,623$1.16M<0.1%History
HLFHerbalife Ltd.COM SHS25,951$1.15M<0.1%History
KEYSKeysight Technologies, Inc.Stock7,821$1.12M<0.1%History
ITWIllinois Tool Works IncStock4,524$1.00M<0.1%History
JJacobs Solutions Inc.COM7,587$981.0K<0.1%History
ORealty Income CorpREIT15,067$957.0K<0.1%History
VRTXVertex Pharmaceuticals IncStock4,096$880.0K<0.1%History
BAXBaxter International IncStock9,535$804.0K<0.1%History
WHRWhirlpool CorpStock3,630$800.0K<0.1%History
FFord Motor CoStock61,444$753.0K<0.1%History
WSTWest Pharmaceutical Services IncCOM2,552$719.0K<0.1%History
BIOBio-Rad Laboratories, Inc.CL A1,248$713.0K<0.1%History
HPQHP IncStock21,598$686.0K<0.1%History
ITGartner IncCOM3,729$681.0K<0.1%History
IQVIQVIA Holdings Inc.Stock3,007$581.0K<0.1%History
NWSANews CorpCL A22,663$576.0K<0.1%History
WRKWestRock CoCOM10,846$565.0K<0.1%History
ZIONZions Bancorporation, National AssociationCOM9,554$525.0K<0.1%History
WYNNWynn Resorts LtdCOM4,130$518.0K<0.1%History
URIUnited Rentals, Inc.COM1,358$447.0K<0.1%History
MTDMettler Toledo International IncCOM377$436.0K<0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW4,011$407.0K<0.1%History
IEXIdex CorpCOM1,790$375.0K<0.1%History
VRSNVerisign IncCOM1,589$316.0K<0.1%History
XYLXylem Inc.COM2,830$298.0K<0.1%History
COOCooper Companies, Inc.COM NEW773$297.0K<0.1%History
HALHalliburton CoStock13,814$296.0K<0.1%History
TYLTyler Technologies IncCOM633$269.0K<0.1%History
Flir Sys Inc302445101COM4,532$256.0K<0.1%–
VNTVontier CorpStock7,855$238.0K<0.1%History
ATOAtmos Energy CorpCOM2,323$230.0K<0.1%History
CNPCenterpoint Energy IncCOM8,567$194.0K<0.1%History
HASHasbro, Inc.COM2,004$193.0K<0.1%History
NOVNOV Inc.COM13,419$184.0K<0.1%History
UAAUnder Armour, Inc.Stock7,433$165.0K<0.1%History
AEPAmerican Electric Power Co IncStock1,787$151.0K<0.1%History
JBLJabil IncStock2,559$133.0K<0.1%History
BKNGBooking Holdings Inc.Stock53$123.0K<0.1%History
MDUMdu Resources Group IncStock3,845$122.0K<0.1%History
MANManpowerGroup Inc.COM1,082$107.0K<0.1%History
CZRCaesars Entertainment, Inc.COM1,117$98.0K<0.1%History
KMIKinder Morgan, Inc.Stock5,052$84.0K<0.1%History
EXPEExpedia Group, Inc.Stock192$33.0K<0.1%History
DOXAmdocs LtdSHS321$23.0K<0.1%History
AIVApartment Investment & Management CoCL A3,507$22.0K<0.1%History
LULUlululemon athletica inc.Stock60$18.0K<0.1%History