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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

Concentric Capital Strategies, LP

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001851869-24-000004

Total Value
$1.78B
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY716,000$259.2M14.58%
2RTX CORPORATIONRTX473,600$46.2M2.60%
3ECOLAB INCECL163,096$37.7M2.12%
4LINDE PLCLIN75,092$34.9M1.96%
5LOUISIANA PAC CORPLPX363,211$30.5M1.71%
6PARKER-HANNIFIN CORPPH48,202$26.8M1.51%
7SPDR S&P 500 ETF TRSPY50,000$26.2M1.47%
8ISHARES TR464287655123,200$25.9M1.46%
9MICROSOFT CORPMSFT58,909$24.8M1.39%
10TD SYNNEX CORPORATIONSNX205,836$23.3M1.31%
11AMAZON COM INCAMZN126,051$22.7M1.28%
12STARBUCKS CORPSBUX246,800$22.6M1.27%
13INVESCO QQQ TRIVZ50,000$22.2M1.25%
14LOUISIANA PAC CORPLPX257,700$21.6M1.22%
15ALPHABET INCGOOG122,343$18.5M1.04%
16DUPONT DE NEMOURS INCDD223,882$17.2M0.97%
17DELL TECHNOLOGIES INCDELL149,247$17.0M0.96%
18UBER TECHNOLOGIES INCUBER219,069$16.9M0.95%
19VULCAN MATLS CO92916010961,708$16.8M0.95%
20NVIDIA CORPORATIONNVDA18,252$16.5M0.93%
21INVESCO EXCHANGE TRADED FD TIVZ386,475$16.3M0.92%
22WALMART INCWMT260,324$15.7M0.88%
23WASTE MGMT INC DEL94106L10973,019$15.6M0.88%
24HUNTSMAN CORPHUN592,000$15.4M0.87%
25MARTIN MARIETTA MATLS INC57328410624,332$14.9M0.84%
26SHERWIN WILLIAMS COSHW42,520$14.8M0.83%
27BROADCOM INCAVGO10,516$13.9M0.78%
28WESTERN DIGITAL CORP.WDC196,695$13.4M0.75%
29SALESFORCE INCCRM43,142$13.0M0.73%
30PINTEREST INCPINS366,415$12.7M0.71%
31SELECT SECTOR SPDR TR81369Y886192,711$12.7M0.71%
32PACKAGING CORP AMER69515610963,247$12.0M0.68%
33TRANSDIGM GROUP INCTDG9,711$12.0M0.67%
34META PLATFORMS INCMETA24,031$11.7M0.66%
35INTERNATIONAL FLAVORS&FRAGRA459506101131,754$11.3M0.64%
36SPOTIFY TECHNOLOGY S ASPOT42,325$11.2M0.63%
37RTX CORPORATIONRTX113,041$11.0M0.62%
38BARCLAYS BANK PLC06748F324844,917$11.0M0.62%
39ELEMENT SOLUTIONS INCESI437,954$10.9M0.62%
40MASTERCARD INCORPORATEDMA22,657$10.9M0.61%
41APTARGROUP INCATR74,995$10.8M0.61%
42RELIANCE INCRS31,786$10.6M0.60%
43DOMINOS PIZZA INCDPZ20,243$10.1M0.57%
44REPUBLIC SVCS INC76075910052,267$10.0M0.56%
45CF INDS HLDGS INC125269100114,908$9.6M0.54%
46L3HARRIS TECHNOLOGIES INCLHX44,568$9.5M0.53%
47GENERAL MTRS CO37045V100208,879$9.5M0.53%
48WASTE CONNECTIONS INCWCN54,896$9.4M0.53%
49DISNEY WALT CO25468710676,746$9.4M0.53%
50TAIWAN SEMICONDUCTOR MFG LTD87403910068,551$9.3M0.52%
51EAGLE MATLS INC26969P10833,968$9.2M0.52%
52TARGET CORPTGT51,735$9.2M0.52%
53BERKSHIRE HATHAWAY INC DELBRK-A21,627$9.1M0.51%
54SELECT SECTOR SPDR TR81369Y50693,947$8.9M0.50%
55BEACON ROOFING SUPPLY INC07368510990,265$8.8M0.50%
56MERCK & CO INCMRK66,638$8.8M0.49%
57CSX CORPCSX234,025$8.7M0.49%
58NETFLIX INCNFLX13,874$8.4M0.47%
59MADISON SQUARE GRDN SPRT COR55825T10345,553$8.4M0.47%
60JPMORGAN CHASE & COVYLD41,395$8.3M0.47%
61CHECK POINT SOFTWARE TECH LTM2246510450,029$8.2M0.46%
62ITT INCITT58,557$8.0M0.45%
63ADVANCED MICRO DEVICES INCAMD43,661$7.9M0.44%
64VISA INCV27,817$7.8M0.44%
65GENERAL ELECTRIC CO36960430144,119$7.7M0.44%
66NUTANIX INCNTNX123,042$7.6M0.43%
67WILLIS TOWERS WATSON PLC LTDWTW25,876$7.1M0.40%
68ALLSTATE CORPALL-PJ39,273$6.8M0.38%
69WORKDAY INCWDAY23,326$6.4M0.36%
70AZEK CO INC05478C105125,571$6.3M0.35%
71ISHARES SILVER TRSLV271,310$6.2M0.35%
72ADIENT PLCADNT183,600$6.0M0.34%
73ADOBE INCADBE11,759$5.9M0.33%
74EASTMAN CHEM COEMN59,000$5.9M0.33%
75LEIDOS HOLDINGS INCLDOS44,992$5.9M0.33%
76TAKE-TWO INTERACTIVE SOFTWARTTWO38,829$5.8M0.32%
77PUBLIC SVC ENTERPRISE GRP IN74457310686,132$5.8M0.32%
78ORACLE CORPORCL-PD44,268$5.6M0.31%
79DOCUSIGN INCDOCU91,651$5.5M0.31%
80THE TRADE DESK INC88339J10562,390$5.5M0.31%
81ETF SER SOLUTIONS26922A842259,548$5.5M0.31%
82VERIZON COMMUNICATIONS INCVZ128,723$5.4M0.30%
83TRANE TECHNOLOGIES PLCTT17,829$5.4M0.30%
84BLACKROCK INCBLK6,419$5.4M0.30%
85MARATHON PETE CORPMARA25,965$5.2M0.29%
86XYLEM INCXYL39,828$5.1M0.29%
87KLA CORPKLAC7,246$5.1M0.28%
88SNOWFLAKE INCSNOW31,223$5.0M0.28%
89HUNTSMAN CORPHUN187,382$4.9M0.27%
90APPLIED MATLS INC03822210523,598$4.9M0.27%
91NEWMONT CORPNEMCL134,347$4.8M0.27%
92SPDR SER TR78464A78992,110$4.8M0.27%
93CELESTICA INCCLS106,438$4.8M0.27%
94ROCKWELL AUTOMATION INCROK16,400$4.8M0.27%
95ACCENTURE PLC IRELANDACN13,778$4.8M0.27%
96MASCO CORPMAS57,834$4.6M0.26%
97AECOMACM46,363$4.5M0.26%
98ALPHABET INCGOOG29,500$4.5M0.25%
99GENERAL MLS INC37033410463,471$4.4M0.25%
100EATON CORP PLCETN14,024$4.4M0.25%
101INTEGRAL AD SCIENCE HLDNG CO45828L108434,348$4.3M0.24%
102ADVANCED MICRO DEVICES INCAMD23,600$4.3M0.24%
103ELI LILLY & COLLY5,446$4.2M0.24%
104DEXCOM INCDXCM30,345$4.2M0.24%
105WEST PHARMACEUTICAL SVSC INC95530610510,622$4.2M0.24%
106COSTCO WHSL CORP NEW22160K1055,710$4.2M0.24%
107AXALTA COATING SYS LTDAXTA120,704$4.2M0.23%
108UNIVERSAL TECHNICAL INST INCUTI259,789$4.1M0.23%
109TEXAS ROADHOUSE INCTXRH26,743$4.1M0.23%
110AXALTA COATING SYS LTDAXTA119,800$4.1M0.23%
111VANECK ETF TRUST92189F791106,172$4.1M0.23%
112MOSAIC CO NEWMOS126,217$4.1M0.23%
113DOUBLEVERIFY HLDGS INCDV116,283$4.1M0.23%
114UNITED THERAPEUTICS CORP DELUTHR17,467$4.0M0.23%
115LAUDER ESTEE COS INC51843910425,751$4.0M0.22%
116PAN AMERN SILVER CORP697900108263,225$4.0M0.22%
117PROGRESSIVE CORP74331510318,373$3.8M0.21%
118SBA COMMUNICATIONS CORP NEWSBAC17,517$3.8M0.21%
119FLOWSERVE CORPFLS82,840$3.8M0.21%
120CLEVELAND-CLIFFS INC NEWCLF122,300$3.7M0.21%
121APOLLO GLOBAL MGMT INC03769M10633,172$3.7M0.21%
122GE HEALTHCARE TECHNOLOGIES IGEHC40,792$3.7M0.21%
123XPO INCXPO29,975$3.7M0.21%
124MAPLEBEAR INCCART96,340$3.6M0.20%
125KKR & CO INCKKRT35,186$3.5M0.20%
126GOLD FIELDS LTDGFIOF214,390$3.4M0.19%
127XPEL INCXPEL62,473$3.4M0.19%
128MARVELL TECHNOLOGY INCMRVL47,400$3.4M0.19%
129TREX CO INCTREX33,623$3.4M0.19%
130APPLOVIN CORPAPP48,450$3.4M0.19%
131LAM RESEARCH CORPLRCX3,436$3.3M0.19%
132ULTA BEAUTY INCULTA6,359$3.3M0.19%
133NOVO-NORDISK A SNONOF25,771$3.3M0.19%
134ASML HOLDING N VASMLF3,409$3.3M0.19%
135CARNIVAL CORPCUKPF199,359$3.3M0.18%
136OCCIDENTAL PETE CORP67459910548,815$3.2M0.18%
137ARISTA NETWORKS INCANET10,875$3.2M0.18%
138TRONOX HOLDINGS PLCTROX175,671$3.0M0.17%
139AMPHENOL CORP NEW03209510126,358$3.0M0.17%
140ELANCO ANIMAL HEALTH INCELAN186,029$3.0M0.17%
141LOWES COS INC54866110711,711$3.0M0.17%
142FRANCO NEV CORPFNV24,830$3.0M0.17%
143CHEMOURS COCC111,995$2.9M0.17%
144CONSTELLIUM SECSTM131,896$2.9M0.16%
145GMS INC36251C10329,864$2.9M0.16%
146BARRICK GOLD CORP067901108173,498$2.9M0.16%
147ROKU INCROKU44,046$2.9M0.16%
148SOUTHERN COSOMN39,357$2.8M0.16%
149CYTOKINETICS INCCYTK40,207$2.8M0.16%
150EMCOR GROUP INCEME8,013$2.8M0.16%
151NEXGEN ENERGY LTDNXE355,646$2.8M0.16%
152FREEPORT-MCMORAN INCFCX58,557$2.8M0.15%
153EVEREST GROUP LTDEG6,910$2.7M0.15%
154TEMPUR SEALY INTL INCSGI48,249$2.7M0.15%
155CIENA CORPCIEN54,906$2.7M0.15%
156NXP SEMICONDUCTORS N VNXPI10,926$2.7M0.15%
157AMERICAN AIRLS GROUP INC02376R102175,144$2.7M0.15%
158QUANTA SVCS INC74762E10210,335$2.7M0.15%
159QORVO INCQRVO22,911$2.6M0.15%
160LGI HOMES INCLGIH21,987$2.6M0.14%
161SPDR GOLD TRGLD12,261$2.5M0.14%
162MACOM TECH SOLUTIONS HLDGS I55405Y10026,299$2.5M0.14%
163CADENCE DESIGN SYSTEM INCCDNS8,018$2.5M0.14%
164CHART INDS INC16115Q30815,144$2.5M0.14%
165CREDO TECHNOLOGY GROUP HOLDICRDO117,700$2.5M0.14%
166PBF ENERGY INCPBF43,081$2.5M0.14%
167AVIENT CORPORATIONAVNT56,862$2.5M0.14%
168ALIBABA GROUP HLDG LTDBBAAY33,725$2.4M0.14%
169ISHARES TR46429B59846,726$2.4M0.14%
170LOCKHEED MARTIN CORPLMT5,297$2.4M0.14%
171BUILDERS FIRSTSOURCE INCBLDR11,547$2.4M0.14%
172CITIGROUP INCC-PR35,529$2.2M0.13%
173GOLDMAN SACHS GROUP INCGSCE5,364$2.2M0.13%
174MORGAN STANLEYMS-PQ23,703$2.2M0.13%
175HECLA MNG CO422704106462,979$2.2M0.13%
176AVANTOR INCAVTR87,069$2.2M0.13%
177BANK AMERICA CORP06050510458,674$2.2M0.13%
178SCHWAB CHARLES CORPSCHW-PJ30,733$2.2M0.13%
179THERMO FISHER SCIENTIFIC INCTMO3,824$2.2M0.13%
180OSCAR HEALTH INCOSCR149,130$2.2M0.12%
181BOSTON SCIENTIFIC CORPBSX32,312$2.2M0.12%
182VERMILION ENERGY INCVET177,733$2.2M0.12%
183DANAHER CORPORATION2358511028,836$2.2M0.12%
184INTUITIVE SURGICAL INCISRG5,508$2.2M0.12%
185ADVANCED DRAIN SYS INC DEL00790R10412,607$2.2M0.12%
186NEXTRACKER INCNXT38,550$2.2M0.12%
187SEALED AIR CORP NEWSE56,828$2.1M0.12%
188S&P GLOBAL INCSPGI4,906$2.1M0.12%
189ANGLOGOLD ASHANTI PLCAU93,593$2.1M0.12%
190FIRST SOLAR INCFSLR12,281$2.1M0.12%
191ZOOMINFO TECHNOLOGIES INCGTM129,261$2.1M0.12%
192INVESTMENT MANAGERS SER TR I46144X62876,592$2.1M0.12%
193INGREDION INCINGR17,509$2.0M0.12%
194FIFTH THIRD BANCORPFITBM54,813$2.0M0.11%
195KYNDRYL HLDGS INCKD93,340$2.0M0.11%
196MATCH GROUP INC NEWMTCH55,747$2.0M0.11%
197AMETEK INCAME11,022$2.0M0.11%
198DELTA AIR LINES INC DELDAL41,606$2.0M0.11%
199PAR TECHNOLOGY CORPPAR43,680$2.0M0.11%
200ISHARES TR4642876559,388$2.0M0.11%
201COUPANG INCCPNG106,353$1.9M0.11%
202CREDO TECHNOLOGY GROUP HOLDICRDO88,427$1.9M0.11%
203CAMECO CORPCCJ42,734$1.9M0.10%
204ARM HOLDINGS PLC04206820514,761$1.8M0.10%
205JABIL INCJBL13,536$1.8M0.10%
206FERROGLOBE PLCGSM358,300$1.8M0.10%
207MASTEC INCMTZ19,043$1.8M0.10%
208MOBILEYE GLOBAL INCMBLY54,794$1.8M0.10%
209PATTERSON-UTI ENERGY INCPTEN146,637$1.8M0.10%
210PALANTIR TECHNOLOGIES INCPLTR75,236$1.7M0.10%
211YUM CHINA HLDGS INCYUMC43,207$1.7M0.10%
212HEXCEL CORP NEW42829110823,423$1.7M0.10%
213VISTRA CORPVST24,313$1.7M0.10%
214ALBEMARLE CORPALB-PA12,831$1.7M0.10%
215HUBBELL INCHUBB4,002$1.7M0.09%
216VIKING THERAPEUTICS INCVKTX19,724$1.6M0.09%
217FERROGLOBE PLCGSM320,955$1.6M0.09%
218TYSON FOODS INCTSN26,936$1.6M0.09%
219TAL EDUCATION GROUPTAL138,643$1.6M0.09%
220CARDLYTICS INCCDLX106,610$1.5M0.09%
221FERGUSON PLC NEWG3421J1066,870$1.5M0.08%
222CROWDSTRIKE HLDGS INCCRWD4,567$1.5M0.08%
223ITRON INCITRI15,513$1.4M0.08%
224CANADIAN PACIFIC KANSAS CITYCP16,115$1.4M0.08%
225HONDA MOTOR LTDHNDAF36,696$1.4M0.08%
226NEW ORIENTAL ED & TECHNOLOGY64758120615,679$1.4M0.08%
227SYNOPSYS INCSNPS2,347$1.3M0.08%
228RAPID7 INCRPD27,064$1.3M0.07%
229ATI INCATI25,496$1.3M0.07%
230LENNOX INTL INC5261071072,643$1.3M0.07%
231NORFOLK SOUTHN CORP6558441084,923$1.3M0.07%
232LAMB WESTON HLDGS INCLW11,314$1.2M0.07%
233BALL CORPBALL17,457$1.2M0.07%
234EQT CORPEQT31,148$1.2M0.06%
235JOHNSON CTLS INTL PLCG5150210517,567$1.1M0.06%
236ICON PLCICLR3,339$1.1M0.06%
237METTLER TOLEDO INTERNATIONALMTD840$1.1M0.06%
238LINDSAY CORPLNN9,369$1.1M0.06%
239AGNICO EAGLE MINES LTDAEM18,303$1.1M0.06%
240JACOBS SOLUTIONS INCJ7,090$1.1M0.06%
241HF SINCLAIR CORPDINO17,745$1.1M0.06%
242MYR GROUP INC DELMYRG5,898$1.0M0.06%
243VIKING THERAPEUTICS INCVKTX11,800$967,6000.05%
244WYNN RESORTS LTDWYNN9,430$964,0290.05%
245NUTRIEN LTDNTR17,567$954,0640.05%
246LARIMAR THERAPEUTICS INCLRMR123,325$936,0370.05%
247ZEBRA TECHNOLOGIES CORPORATIZBRA3,063$923,3110.05%
248WEATHERFORD INTL PLCG488331187,876$909,0480.05%
249UNITED AIRLS HLDGS INCUNTCW18,619$891,4780.05%
250VANECK ETF TRUST92189F10626,291$831,3210.05%
251ASTERA LABS INCALAB11,177$829,2220.05%
252BIOHAVEN LTDBHVN14,912$815,5370.05%
253MARVELL TECHNOLOGY INCMRVL11,182$792,5800.04%
254TIDEWATER INC NEWTDGMW8,511$783,0120.04%
255ENDAVA PLCDAVA19,930$758,1370.04%
256JD.COM INCJDCMF27,501$753,2520.04%
257JFROG LTDFROG16,664$736,8820.04%
258PVH CORPORATIONPVH5,101$717,2520.04%
259BRIDGEBIO PHARMA INCBBIO21,329$659,4930.04%
260PERIMETER SOLUTIONS SAPRM80,504$597,3400.03%
261TG THERAPEUTICS INCTGTX38,033$578,4820.03%
262SOCIEDAD QUIMICA Y MINERA DE83363510511,390$559,9320.03%
263FASTENAL COFAST7,057$544,3770.03%
264APPLIED OPTOELECTRONICS INCAAOI38,746$537,0200.03%
265ENPHASE ENERGY INCENPH4,393$531,4650.03%
266CELLDEX THERAPEUTICS INC NEWCLDX11,710$491,4690.03%
267SYMBOTIC INCSYM10,554$474,9300.03%
268INFINERA CORP45667G10377,576$467,7830.03%
269MADRIGAL PHARMACEUTICALS INCMDGL1,499$400,2930.02%
270TRINSEO PLCTSEOF53,053$200,5400.01%