ExodusPoint Capital Management, LP

CIK
0001736225
City
NEW YORK
State / Country
NY

Top Portfolio Positions

1,178 positions · $11,144,529,541 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
8,431,578 $1,572,489,297 14.11%
QQQ
Invesco Qqq Trust, Series 1
1,888,000 $1,159,817,280 10.41%
AAPL
Apple Inc.
Technology
1,966,155 $534,518,898 4.80%
AMZN
Amazon Com Inc
Consumer Cyclical
985,555 $227,485,805 2.04%
AVGO
Broadcom Inc.
Technology
564,570 $195,397,677 1.75%
MDY
Spdr S&P Midcap 400 Etf Trust
295,000 $177,967,600 1.60%
WMT
Walmart Inc.
Consumer Defensive
1,419,173 $158,110,063 1.42%
TSLA
Tesla, Inc.
Consumer Cyclical
317,699 $142,875,594 1.28%
WBD
Warner Bros. Discovery, Inc.
Communication Services
4,576,436 $131,892,885 1.18%
META
Meta Platforms, Inc.
Communication Services
185,000 $122,116,650 1.10%

Portfolio Trend

26 quarters · across all stocks

Holdings in LAMR

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2025-12-31 $15,497,695 122,434
2025-03-31 $9,967,696 87,605
2024-12-31 $22,687,953 186,364
2024-09-30 $8,870,505 66,396
2024-06-30 $24,115,894 201,756
2024-03-31 $26,931,611 225,539
2023-12-31 $7,864,613 73,999
2022-12-31 $4,092,145 43,349
2022-09-30 $2,745,102 33,278
2022-06-30 $7,210,021 81,960
2022-03-31 $2,453,256 21,116
2021-12-31 $13,259,545 109,312
2021-09-30 $1,601,573 14,117
2021-06-30 $7,277,029 69,690
2020-12-31 $3,209,212 38,563
2020-09-30 $2,543,905 38,445
2020-06-30 $4,874,281 73,012