ExodusPoint Capital Management, LP

CIK
1736225
City
NEW YORK
State / Country
NY

Top Portfolio Positions

1,369 positions · $11,366,405,366 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TSLA
Tesla, Inc.
Consumer Cyclical
4,936,000 $1,834,958,000 16.14%
NVDA
Nvidia Corp
Technology
6,948,638 $1,211,842,467 10.66%
SNDK
Sandisk Corp
Technology
366,626 $232,932,162 2.05%
AMZN
Amazon Com Inc
Consumer Cyclical
876,941 $182,640,502 1.61%
PEN
Penumbra Inc
Healthcare
465,215 $152,762,649 1.34%
WBD
Warner Bros. Discovery, Inc.
Communication Services
4,399,851 $120,819,908 1.06%
QQQ
Invesco Qqq Trust, Series 1
201,929 $116,549,380 1.03%
PPL
PPL Corp
Utilities
2,647,453 $101,132,704 0.89%
AEE
Ameren Corp
Utilities
831,584 $91,407,713 0.80%
EA
Electronic Arts Inc.
Communication Services
442,895 $90,293,003 0.79%

Portfolio Trend

27 quarters · across all stocks

Holdings in OGS

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $21,938,344 254,712
2025-12-31 $16,285,845 210,820
2025-09-30 $4,118,712 50,886
2025-06-30 $6,624,270 92,183
2025-03-31 $7,145,144 94,525
2023-09-30 $10,094,583 147,841
2023-06-30 $4,001,493 52,096
2023-03-31 $3,496,261 44,128
2022-12-31 $1,041,225 13,751
2022-09-30 $13,937,571 198,005
2022-06-30 $14,283,350 175,925
2022-03-31 $11,155,742 126,425
2021-12-31 $4,842,469 62,411
2021-09-30 $1,202,952 18,983
2020-09-30 $227,387 3,295
2020-06-30 $677,192 8,789