Holocene Advisors, LP

CIK
0001700574
City
New York
State / Country
NY

Top Portfolio Positions

632 positions · $45,012,921,859 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
TSLA
Tesla, Inc.
Consumer Cyclical
5,584,163 $2,511,309,784 5.58%
NVDA
Nvidia Corp
Technology
13,402,902 $2,499,641,223 5.55%
AMZN
Amazon Com Inc
10,123,400 $2,336,683,188 5.19%
V
Visa Inc.
Financial Services
2,988,582 $1,048,125,593 2.33%
GOOGL
Alphabet Inc.
Communication Services
2,975,147 $931,221,011 2.07%
SPGI
S&P Global Inc.
Financial Services
1,553,595 $811,893,211 1.80%
MSFT
Microsoft Corp
Technology
1,307,913 $632,532,885 1.41%
CPNG
Coupang, Inc.
Consumer Cyclical
22,210,412 $523,943,619 1.16%
PEP
Pepsico Inc
Consumer Defensive
3,647,779 $523,529,242 1.16%
GILD
Gilead Sciences, Inc.
Healthcare
4,164,438 $511,143,120 1.14%

Portfolio Trend

24 quarters · across all stocks

Holdings in ARES

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Shares Held

Position Value (USD)

9 of 9 shown
Report Date Value (USD) Shares
2025-12-31 $38,636,196 239,041
2022-12-31 $19,171,412 280,120
2022-09-30 $19,066,847 307,778
2022-06-30 $18,251,832 320,996
2022-03-31 $31,548,351 388,383
2021-12-31 $31,215,644 384,098
2021-09-30 $26,903,282 364,395
2021-06-30 $13,522,604 212,653
2020-06-30 $684,467 17,241