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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Quantitative Investment Management, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001445911-25-000021

Total Value
$745,983
Positions
296
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (296)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P Financial ETF81369Y6051,118,040$58,5517.85%
2UNITEDHEALTH GROUP INCUNH171,579$53,5277.18%
3Microstrategy IncSTRK92,997$37,5925.04%
4iShares Bitcoin Trust ETFIBIT408,943$25,0313.36%
5Carvana Co Cl ACVNA64,575$21,7592.92%
6Coinbase Global IncCOIN56,790$19,9042.67%
7ELI LILLY AND COLLY24,236$18,8922.53%
8SPDR S&P Health Care ETF81369Y209118,677$15,9962.14%
9NETFLIX INCNFLX11,383$15,2432.04%
10Booking Holdings IncBKNG2,630$15,2252.04%
11SPDR S&P Industrial ETF81369Y70485,779$12,6541.70%
12Intel CorpINTC560,711$12,5591.68%
13Amazon.com IncAMZN42,500$9,3241.25%
14Cvs Health CorpCVS132,185$9,1181.22%
15BECTON DICKINSON AND COBDX50,861$8,7601.17%
16Super Micro Computer IncSMCI165,178$8,0951.09%
17Walmart IncWMT79,708$7,7931.04%
18SPDR S&P Regional Banking ETF78464A698127,400$7,5661.01%
19PALO ALTO NETWORKS INCPANW35,478$7,2600.97%
20SPDR Gold TrustGLD23,788$7,2510.97%
21Zscaler IncZS22,991$7,2170.97%
22J P MORGAN CHASE & COVYLD24,775$7,1820.96%
23ISHARES SILVER TRUSTSLV208,453$6,8390.92%
24Uber Technologies IncUBER71,355$6,6570.89%
25T-Mobile US IncTMUSZ27,934$6,6550.89%
26Kroger Co (The)KR81,346$5,8340.78%
27CHEVRON CORPCVX38,481$5,5100.74%
28DraftKings IncDKNG125,923$5,4000.72%
29Exxon Mobil CorpXOM44,898$4,8400.65%
30CLOROX CO (THE)CLX40,191$4,8250.65%
31ServiceNow IncNOW4,689$4,8200.65%
32Wells Fargo & Co94974610160,164$4,8200.65%
33Snowflake IncSNOW21,503$4,8110.65%
34Apple IncAAPL21,948$4,5030.60%
35SPDR Energy Select Sector Fund81369Y50651,955$4,4060.59%
36CINTAS CORPCTAS19,391$4,3210.58%
37INTUITIVE SURGICAL INCISRG7,694$4,1800.56%
38Elevance Health IncELV10,340$4,0210.54%
39Axon Enterprise IncAXON4,747$3,9300.53%
40Trane Technologies PlcTT8,896$3,8910.52%
41Consolidated Edison IncED36,439$3,6560.49%
42HERSHEY CO (THE)HSY21,608$3,5850.48%
43Coupang IncCPNG119,673$3,5850.48%
44Dollar General Corp25667710530,996$3,5450.48%
45SPDR S&P Utilities ETF81369Y88643,325$3,5370.47%
46Ishr S&P Gs Sftw46428751532,262$3,5320.47%
47NIKE INCNKE48,905$3,4740.47%
48EDISON INTERNATIONAL28102010767,246$3,4690.47%
49Enphase Energy IncENPH87,060$3,4510.46%
50EXELON CORPEXC76,498$3,3210.45%
51THE CHARLES SCHWAB CORPSCHW-PJ35,007$3,1940.43%
52Phillips 66PSX26,158$3,1200.42%
53MercadoLibre IncMELI1,174$3,0680.41%
54Roblox CorpRBLX28,616$3,0100.40%
55Resmed IncRSMDF11,564$2,9830.40%
56BRISTOL-MYERS SQUIBB COCELG-RI63,398$2,9340.39%
57Sea LtdSE18,188$2,9080.39%
58Duolingo IncDUOL6,989$2,8650.38%
59Rockwell Automation IncROK8,486$2,8180.38%
60Monday.Com LtdMNDY8,901$2,7990.38%
61DoorDash IncDASH11,003$2,7120.36%
62Humana IncHUM11,013$2,6920.36%
63Stryker CorpSYK6,764$2,6760.36%
64Live Nation Entertainment IncLYV17,257$2,6100.35%
65Pinterest IncPINS70,966$2,5440.34%
66Corteva IncCTVA33,618$2,5050.34%
67O'reilly Automotive Inc67103H10727,489$2,4770.33%
68Boston Scientific CorpBSX23,050$2,4750.33%
69Toast IncTOST55,639$2,4640.33%
70Hilton Worldwide Holdings IncHLT8,686$2,3130.31%
71Veeva Systems IncVEEV7,974$2,2960.31%
72The Kraft Heinz CoKHC85,866$2,2170.30%
73Somnigroup Intl IncSGI32,338$2,2000.29%
74Natera IncNTRA12,510$2,1130.28%
75PARKER-HANNIFIN CORPPH2,968$2,0730.28%
76Pfizer IncPFE85,183$2,0640.28%
77TJX COMPANIES INC (THE)87254010916,461$2,0320.27%
78Ulta Beauty IncULTA4,332$2,0260.27%
79Ecolab IncECL7,460$2,0100.27%
80ConAgra Brands IncCAG97,428$1,9940.27%
81Westinghouse Air Brake Technologies Corp9297401089,462$1,9800.27%
82WILLIAMS COMPANIES INC (THE)96945710031,447$1,9750.26%
83Xtrackers Harvest CSI 300 China A-Shares23305187971,669$1,9730.26%
84Chewy IncCHWY45,940$1,9570.26%
85ISHARES MSCI CANADA INDEX FUND46428650941,959$1,9380.26%
86Ast Spacemobile IncASTS41,143$1,9220.26%
87ELECTRONIC ARTS INCEA11,916$1,9020.26%
88CENTERPOINT ENERGY INCCNP50,613$1,8590.25%
89Royal Caribbean Cruises LtdV7780T1035,892$1,8450.25%
90Aptiv Holdings Ltd.APTV26,701$1,8210.24%
91Intuit IncINTU2,287$1,8010.24%
92Autodesk IncADSK5,813$1,7990.24%
93UNION PACIFIC CORPUNP7,613$1,7510.23%
94Li Auto Inc ADSLAAOF63,974$1,7340.23%
95The Communication Services Sel Sec SPDR81369Y85215,657$1,6990.23%
96Aercap Holdings N.V.AER14,275$1,6700.22%
97Vanguard FTSE Emerging Markets ETF92204285833,597$1,6610.22%
98Church & Dwight Co IncCHD17,071$1,6400.22%
99BANK AMER CORP COM06050510434,351$1,6250.22%
100Corning IncGLW30,783$1,6180.22%
101CITIGROUP INC COM NEWC-PR18,346$1,5610.21%
102PROGRESSIVE CORP (THE)7433151035,847$1,5600.21%
103Sprouts Farmers Market Inc85208M1029,418$1,5500.21%
104IREN LtdIREN99,871$1,4550.20%
105THE AES CORPAES137,881$1,4500.19%
106Cencora IncCOR4,826$1,4470.19%
107TKO Group Holdings IncTKO7,638$1,3890.19%
108BOEING CO (THE)BA-PA6,547$1,3710.18%
109CAPITAL ONE FINANCIAL CORP14040H1056,443$1,3700.18%
110Valero Energy CorpVLO10,188$1,3690.18%
111EDWARDS LIFESCIENCES CORPEW17,362$1,3570.18%
112eBay IncEBAY17,955$1,3360.18%
113iShares MSCI India46429B59823,815$1,3260.18%
114Futu Holdings LtdFUTU10,596$1,3090.18%
115WALT DISNEY CO (THE)25468710610,514$1,3030.17%
116MARA Holdings IncMARA82,547$1,2940.17%
117Ollie's Bargain Outlet Holdings Inc6811161099,708$1,2790.17%
118Aon Class AAON3,580$1,2770.17%
119Insmed IncINSM12,615$1,2690.17%
120Omnicom Group IncOMC17,407$1,2520.17%
121Crowdstrike Holdings IncCRWD2,410$1,2270.16%
122Doximity IncDOCS20,010$1,2270.16%
123Cooper Companies Inc21664850117,010$1,2100.16%
124EOG RESOURCES INCEOG10,059$1,2030.16%
125ISHARES MSCI HONG KONG INDEX FUND46428687159,004$1,1710.16%
126THERMO FISHER SCIENTIFIC INCTMO2,832$1,1480.15%
127MORGAN STANLEY COM NEWMS-PQ8,074$1,1370.15%
128COSTCO WHOLESALE CORP22160K1051,143$1,1310.15%
129Medtronic PlcMDT12,906$1,1250.15%
130Cleveland-Cliffs IncCLF145,369$1,1040.15%
131Invesco KBW Bank ETFIVZ15,418$1,1040.15%
132TE Connectivity LtdTEL6,130$1,0330.14%
133Cleanspark IncCLSKW91,757$1,0120.14%
134CME Group IncCME3,619$9970.13%
135MERCK & CO INCMRK12,586$9960.13%
1363M COMMM6,542$9950.13%
137Campbell's CoCPB32,403$9930.13%
138Kinder Morgan IncEP-PC33,079$9720.13%
139Affirm Holdings IncAFRM13,674$9450.13%
140SOUTHWEST AIRLINES CO84474110828,658$9290.12%
141Guardant Health IncGH17,749$9230.12%
142MONDELEZ INTERNATIONAL INC60920710513,660$9210.12%
143BridgeBio Pharma IncBBIO21,213$9150.12%
144REPUBLIC SERVICES INC7607591003,609$8900.12%
145PETROLEO BRASILEIRO S.A.- PETROBRAS71654V40870,775$8850.12%
146Airbnb IncABNB6,665$8820.12%
147Intercontinental Exchange Inc45866F1044,783$8770.12%
148iShares MSCI Mexico ETF46428682214,339$8680.12%
149MCKESSON CORPMCK1,185$8680.12%
150GUIDEWIRE SOFTWARE INCGWRE3,623$8530.11%
151GILEAD SCIENCES INCGILD7,688$8520.11%
152TechnipFMC plc Ordinary ShareFTI24,719$8510.11%
153LATTICE SEMICONDUCTOR CORPLSCC17,384$8510.11%
154Warner Bros Disc IncWBD74,192$8500.11%
155BP P.L.C.BPPFF28,359$8480.11%
156MONSTER BEVERAGE CORPMNST13,418$8400.11%
157Hess CorpHESM5,921$8200.11%
158Cigna Group1255231002,451$8100.11%
159Vanguard Financials ETF92204A4056,279$7990.11%
160ISHARES MSCI JAPAN INDEX FUND46434G82210,485$7860.11%
161SPDR S&P Bank ETF78464A79714,022$7810.10%
162Riot Platforms IncRIOT67,815$7660.10%
163Qualcomm IncQCOM4,761$7580.10%
164Mastec IncMTZ4,241$7220.10%
165AutoNation IncAN3,601$7150.10%
166AbbVie IncABBV3,795$7040.09%
167Antero Resources CorpAR16,804$6760.09%
168Paramount Global B92556H20652,117$6720.09%
169ADVANCE AUTO PARTS INCAAP14,416$6700.09%
170COEUR MINING INC19210850475,553$6690.09%
171Twilio Inc Cl ATWLO5,332$6630.09%
172iShares Ethereum Trust ETF46438R10534,784$6630.09%
173BARCLAYS PLC-SPONS ADRBCLYF35,611$6620.09%
174OCCIDENTAL PETROLEUM CORP67459910515,531$6520.09%
175Reliance Inc.RS2,049$6430.09%
176XP IncXP31,787$6420.09%
177Truist Financial Corp89832Q10914,836$6370.09%
178Quest Diagnostics IncDGX3,452$6200.08%
179SPDR S&P Oil & Gas Exploration & Product78468R5564,922$6190.08%
180Roku IncROKU6,874$6040.08%
181Laboratory Corporation of America HoldinLH2,275$5970.08%
182ONTO Innovation IncONTO5,882$5930.08%
183Core & Main IncCNM9,776$5890.08%
184First Trust DJ Internet Index Fund33733E3022,180$5870.08%
185Linde PLCLIN1,238$5800.08%
186S&P GLOBAL INCSPGI1,086$5720.08%
187Xylem IncXYL4,326$5590.07%
188Marathon Petroleum CorpMARA3,361$5580.07%
189HP IncHPQ22,653$5540.07%
190Mohawk Industries Inc6081901045,291$5540.07%
191Duke Energy CorpDUKB4,683$5520.07%
192SAREPTA THERAPEUTICS INCSRPT32,237$5510.07%
193Fortinet IncFTNT5,204$5500.07%
194SOUTHERN CO (THE)SOMN5,994$5500.07%
195NEXTERA ENERGY INC COMNEE-PW7,833$5430.07%
196Johnson Controls IncG515021055,124$5410.07%
197Analog Devices IncADI2,233$5310.07%
198Blackrock IncBLK506$5300.07%
199CONSTELLATION BRANDS INC-ASTZ3,247$5280.07%
200PG&E CorpPCG-PX37,596$5240.07%
201TEXAS ROADHOUSE INCTXRH2,769$5180.07%
202Bath & Body Works IncBBWI17,296$5180.07%
203METLIFE INCMET-PF6,224$5000.07%
204Shopify IncSHOP4,324$4980.07%
205Dynatrace IncDT8,976$4950.07%
206Cognizant Technology Solutions CorpCTSH6,230$4860.07%
207Pool CorpPOOL1,656$4820.06%
208Barrick Mining Corporation06849F10822,956$4770.06%
209STANLEY BLACK & DECKER INCSWK7,039$4760.06%
210SPDR DJ EURO STOXX 50 ETF78463X2027,926$4730.06%
211Applovin CorpAPP1,351$4720.06%
212Gen Digital IncGENVR15,703$4610.06%
213Upstart Holdings IncUPST7,123$4600.06%
214Honeywell International Inc4385161061,960$4560.06%
215Tractor Supply CoTSCO8,627$4550.06%
216Comfort Systems USA Inc199908104817$4380.06%
217Oscar Health IncOSCR20,180$4320.06%
218DICK'S SPORTING GOODS INC2533931022,183$4310.06%
219Annaly Cap Management IncNLY-PJ22,806$4290.06%
220DexCom IncDXCM4,812$4200.06%
221BJ's Wholesale Club Hldgs Inc05550J1013,857$4150.06%
222Pepsico IncPEP3,126$4120.06%
223Sweetgreen IncSG27,535$4090.05%
224MARSH & MCLENNAN COMPANIES INC5717481021,868$4080.05%
225ALNYLAM PHARMACEUTICALS INCALNY1,238$4030.05%
226DaVita IncDVA2,829$4020.05%
227Planet Fitness IncPLNT3,669$4000.05%
228NXP Semiconductors N.V.NXPI1,803$3930.05%
229Insulet CorpPODD1,246$3910.05%
230Consumer Discretionary Select Sector SPD81369Y4071,757$3810.05%
231ZoomInfo Technologies IncGTM36,982$3740.05%
232WILLIAMS-SONOMA INCWSM2,275$3710.05%
233Sirius XM Inc82993310016,147$3700.05%
234CoStar Group IncCSGP4,556$3660.05%
235SCHLUMBERGER N.V.SLB10,688$3610.05%
236REGENERON PHARMACEUTICALS INCREGN678$3550.05%
237Brookfield Corp11271J1075,731$3540.05%
238CARPENTER TECHNOLOGY CORPCRS1,274$3520.05%
239ISHARES MSCI GERMANY INDEX FUND4642868068,059$3400.05%
240Citizens Financial Group IncCIA7,523$3360.05%
241AMERICAN EXPRESS COAXP1,047$3330.04%
242Recursion Pharmaceuticals IncRXRX65,771$3320.04%
243Murphy Usa IncMUSA808$3280.04%
244SOLAREDGE TECHNOLOGIES INCSEDG16,003$3260.04%
245SPDR Port Emerging Markets ETF78463X5097,466$3190.04%
246Saia IncSAIA1,159$3170.04%
247Bunge GlblBG3,947$3160.04%
248CBRE Group Inc Common Stock Class ACBRE2,234$3130.04%
249iShares U.S. Medical Devices ETF4642888104,849$3030.04%
250Expand Energy CorpEXE2,537$2960.04%
251UNITED PARCEL SERVICE INCUPS2,908$2930.04%
252Sunrun IncRUN35,208$2880.04%
253Entegris IncENTG3,572$2880.04%
254Shell PLCRYDAF3,979$2800.04%
255AUTOZONE INCAZO74$2740.04%
256WYNN RESORTS LTDWYNN2,932$2740.04%
257CyberArk Software LtdM2682V108651$2640.04%
258Vistra Energy CorpVST1,357$2630.04%
259CNH Industrial NVN2094410920,349$2630.04%
260MOODY'S CORPMCO521$2610.03%
261Globe Life IncGL-PD2,098$2600.03%
262Sysco CorpSYY3,444$2600.03%
263MSCI IncMSCI436$2510.03%
264Invesco Solar ETFIVZ7,316$2500.03%
265Fastenal CoFAST5,959$2500.03%
266Canadian Pacific Kansas City LimitedCP3,123$2470.03%
267ARK Genomic Revolution ETF00214Q30210,109$2460.03%
268YUM! BRANDS INCYUM1,627$2410.03%
269Unity Software IncU9,863$2380.03%
270American Eagle Outfitters IncAEO24,663$2370.03%
271LYFT IncLYFT15,028$2360.03%
272LyondellBasell Industries NVLYB4,072$2350.03%
273AMTEK INCAME1,301$2350.03%
274Ally Financial Inc02005N1006,048$2350.03%
275DuPont de Nemours IncDD3,269$2240.03%
276Okta IncOKTA2,237$2230.03%
277Stride IncLRN1,536$2230.03%
278ICICI BANK LTDIBN6,652$2230.03%
279Mastercard Incorp Common StockMA398$2230.03%
280EQUINIX INCEQIX279$2210.03%
281DIGITAL RLTY TR INC COM2538681031,272$2210.03%
282Range Resources CorpRRC5,351$2170.03%
283MARRIOTT INTERNATIONAL571903202791$2160.03%
284TAL Education Group American DepositaryTAL21,211$2160.03%
285iShares Biotechnology ETF4642875561,628$2050.03%
286V.F. CORPVFC17,110$2010.03%
287First HorizonFHN-PH9,526$2010.03%
288HUNTINGTON BANCSHARES INCHBANP11,896$1990.03%
289AGNC Investment Corp00123Q10420,202$1850.02%
290KEYCORP49326710810,620$1850.02%
291QuantumScapeQS26,248$1760.02%
292Enovix CorpENVX15,301$1580.02%
293Nu Holdings Ltd Cl ANU10,863$1490.02%
294Uipath IncPATH10,410$1330.02%
295Teladoc Health IncTDOC12,685$1100.01%
296JetBlue Airways Corp47714310118,263$770.01%