OCCUDO QUANTITATIVE STRATEGIES LP

CIK
1819697
City
FORT LAUDERDALE
State / Country
FL

Top Portfolio Positions

710 positions · $1,693,989,705 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MMM
3M Co
Industrials
135,539 $19,684,328 1.16%
TSLA
Tesla, Inc.
Consumer Cyclical
52,307 $19,445,127 1.15%
SOLS
Solstice Advanced Materials Inc.
Basic Materials
253,378 $19,297,268 1.14%
CTAS
Cintas Corp
Industrials
112,101 $18,960,763 1.12%
JCI
Johnson Controls International plc
Industrials
137,955 $18,065,207 1.07%
RSG
Republic Services, Inc.
Industrials
81,746 $17,904,008 1.06%
MNST
Monster Beverage Corp
Consumer Defensive
236,900 $17,165,774 1.01%
ALC
Alcon Inc
Healthcare
221,830 $16,714,890 0.99%
PPL
PPL Corp
Utilities
399,818 $15,273,047 0.90%
HD
Home Depot, Inc.
Consumer Cyclical
43,805 $14,407,026 0.85%

Portfolio Trend

22 quarters · across all stocks

Holdings in CAKE

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $2,527,479 46,164
2025-12-31 $783,348 15,518
2025-09-30 $961,062 17,589
2025-03-31 $883,276 18,152
2023-12-31 $410,842 11,735
2023-09-30 $357,509 11,799
2023-06-30 $1,586,634 45,883
2023-03-31 $329,014 9,387
2022-06-30 $290,778 11,006
2022-03-31 $601,465 15,116
2021-06-30 $1,367,015 25,231
2020-12-31 $403,398 10,885