OCCUDO QUANTITATIVE STRATEGIES LP

Quant stat arb Low signal CIK 1819697
League rank
#81
in Quant stat arb · #2062 overall
Long book
$1.84B
Q1 2026
Positions
727
Top-10 weight
10%
concentration
Last quarter
+14.0%
SPY +14.8%
Turnover
57%
of book per quarter

Strategy in plain words

auto-generated from filings

OCCUDO QUANTITATIVE STRATEGIES LP is a quantitative fund whose holdings reflect models, not opinions, running a $1.84B US long book across 727 positions.

The portfolio is broadly diversified across 727 positions (top 10 only 10%). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: SOLSTICE ADV MATERIALS INC, JOHNSON CONTROLS INTERNATION, TESLA INC, 3M CO, CINTAS CORP.

Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.3%
Q2 2024
+8.7%
Q3 2024
+1.6%
Q4 2024
-5.2%
Q1 2025
+9.5%
Q2 2025
+4.0%
Q3 2025
+1.7%
Q4 2025
-1.4%
Q1 2026
+14.0%

Sector allocation

Technology
21%
Industrials
19%
Consumer discretionary
11%
Financials
9%
Healthcare
8%
Utilities
8%
Other
7%
Services media
5%

Long book by quarter

$572.2M
Q1 2024
$563.8M
Q2 2024
$548.9M
Q3 2024
$554.7M
Q4 2024
$752.1M
Q1 2025
$890.6M
Q2 2025
$821.2M
Q3 2025
$1.49B
Q4 2025
$1.84B
Q1 2026

What does OCCUDO QUANTITATIVE own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SOLS SOLSTICE ADV MATERIALS INCMaterials253.4K$20.8M1.1%+33.3%
JCI JOHNSON CONTROLS INTERNATIONIndustrials138.0K$20.1M1.1%+157.5%
TSLA TESLA INCIndustrials52.3K$20.0M1.1%+254.9%
MMM 3M COHealthcare135.5K$19.9M1.1%+495.5%
CTAS CINTAS CORPOther112.1K$19.6M1.1%+25.5%
MNST MONSTER BEVERAGE CORPConsumer staples236.9K$18.3M1.0%+125.0%
Q QNITY ELECTRONICS INCTechnology124.5K$17.5M1.0%-12.9%
RSG REPUBLIC SERVICES INCUtilities81.7K$17.1M0.9%+3.2%
ALC ALCON INCHealthcare221.8K$16.6M0.9%New
ANET ARISTA NETWORKS INCTechnology90.9K$15.7M0.9%+12.4%
PPL PPL CORPUtilities399.8K$15.0M0.8%+452.1%
ABNB AIRBNB INC-CLASS AServices media106.3K$14.9M0.8%+9.4%
FER FERROVIAL NVIndustrials214.3K$14.8M0.8%+70.9%
AMAT APPLIED MATERIALS INCTechnology37.3K$14.7M0.8%-32.8%
AAL AMERICAN AIRLINES GROUP INCIndustrials1.2M$14.5M0.8%+8797.0%
FDX FEDEX CORPIndustrials35.8K$14.4M0.8%+288.3%
HD HOME DEPOT INCConsumer discretionary43.8K$14.4M0.8%New
MET METLIFE INCFinancials170.8K$13.7M0.7%+20.3%
WBS WEBSTER FINANCIAL CORPFinancials185.5K$13.4M0.7%New
EVRG EVERGY INCUtilities159.3K$13.2M0.7%+42.1%
GOOG ALPHABET INC-CL CTechnology33.7K$12.9M0.7%+159.2%
CPRT COPART INCConsumer discretionary374.8K$12.4M0.7%+159.5%
ABT ABBOTT LABORATORIESHealthcare135.5K$12.3M0.7%+145.2%
JHX JAMES HARDIE IND PLCIndustrials569.2K$11.9M0.6%+280.5%
SHW SHERWIN-WILLIAMS CO/THEConsumer discretionary35.9K$11.6M0.6%+7.7%
PCG P G & E CORPUtilities670.5K$11.1M0.6%+226.4%
KEYS KEYSIGHT TECHNOLOGIES INTechnology30.8K$10.8M0.6%New
ADP AUTOMATIC DATA PROCESSINGTechnology50.2K$10.6M0.6%-0.4%
QSR RESTAURANT BRANDS INTERNConsumer discretionary131.9K$10.6M0.6%+102.5%
HRL HORMEL FOODS CORPConsumer staples492.8K$10.6M0.6%+82.7%
UI UBIQUITI INCTechnology10.4K$10.5M0.6%+382.6%
FIVE FIVE BELOWConsumer discretionary44.3K$10.4M0.6%+661.3%
AS AMER SPORTS INCOther295.9K$10.4M0.6%+88.6%
RTX RTX CORPIndustrials58.4K$10.3M0.6%New
LEN LENNAR CORP-AIndustrials112.0K$10.1M0.5%New
MRVL MARVELL TECHNOLOGY INCTechnology59.2K$9.8M0.5%New
MTZ MASTEC INCIndustrials24.7K$9.7M0.5%New
FERG FERGUSON ENTERPRISES INCConsumer discretionary36.1K$9.7M0.5%+5.3%
HEI/A HEICO CORP-CLASS AIndustrials46.1K$9.6M0.5%+28.8%
CLF CLEVELAND-CLIFFS INCMaterials929.9K$9.5M0.5%+1021.1%
AMZN AMAZON.COM INCConsumer discretionary35.6K$9.4M0.5%-51.4%
MGA MAGNA INTERNATIONAL INCIndustrials146.6K$9.3M0.5%+45.0%
ROKU ROKU INCCommunications79.7K$9.3M0.5%+110.3%
TXN TEXAS INSTRUMENTS INCTechnology32.9K$9.2M0.5%New
TER TERADYNE INCTechnology25.9K$8.9M0.5%-37.2%
VSNT VERSANT MEDIA GROUP INCCommunications220.6K$8.9M0.5%New
ZTS ZOETIS INCHealthcare76.7K$8.8M0.5%+408.6%
BSX BOSTON SCIENTIFIC CORPHealthcare153.0K$8.8M0.5%-13.6%
GIS GENERAL MILLS INCConsumer staples248.7K$8.8M0.5%+585.3%
GRMN GARMIN LTDTechnology34.9K$8.8M0.5%-5.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 2026728$1.84B canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026670$1.49B canonicalSEC ↗
Q3 202513F-HRNov 14, 2025643$821.2M canonicalSEC ↗
Q2 202513F-HRAug 14, 2025606$890.6M canonicalSEC ↗
Q1 202513F-HRMay 15, 2025627$752.1M canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025654$554.7M canonicalSEC ↗
Q3 202413F-HRNov 14, 2024670$548.9M canonicalSEC ↗
Q2 202413F-HRAug 14, 2024715$563.8M canonicalSEC ↗
Q1 202413F-HRMay 15, 2024703$572.2M canonicalSEC ↗