Quantbot Technologies LP

Diversified mechanical Mechanical CIK 1512991
League rank
#204
in Diversified mechanical · #5082 overall
Long book
$2.44B
Q1 2026
Positions
1650
Top-10 weight
6%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
55%
of book per quarter

Strategy in plain words

auto-generated from filings

Quantbot Technologies LP is a mechanically diversified allocator, running a $2.44B US long book across 1650 positions.

The portfolio is broadly diversified across 1650 positions (top 10 only 6%). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: MICROSOFT CORP, NORFOLK SOUTHERN CORP, GENERAL DYNAMICS CORP, ALPHABET INC-CL A, COPART INC.

Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.7%
Q2 2024
+9.2%
Q3 2024
+1.0%
Q4 2024
-3.2%
Q1 2025
+9.1%
Q2 2025
+5.4%
Q3 2025
+1.2%
Q4 2025
-2.1%
Q1 2026
+10.1%

Sector allocation

Industrials
17%
Technology
17%
Financials
17%
Consumer discretionary
8%
Healthcare
7%
Other
6%
Services media
6%
Utilities
5%

Long book by quarter

$1.77B
Q1 2024
$2.07B
Q2 2024
$2.54B
Q3 2024
$2.74B
Q4 2024
$3.14B
Q1 2025
$3.90B
Q2 2025
$3.68B
Q3 2025
$3.01B
Q4 2025
$2.44B
Q1 2026

What does Quantbot Technologies own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MSFT MICROSOFT CORPTechnology63.8K$23.6M1.0%+124.8%
NSC NORFOLK SOUTHERN CORPIndustrials60.7K$17.4M0.7%+280.5%
GD GENERAL DYNAMICS CORPIndustrials48.7K$16.7M0.7%+483.4%
GOOGL ALPHABET INC-CL ATechnology52.4K$15.1M0.6%New
CPRT COPART INCConsumer discretionary448.2K$14.9M0.6%+45.2%
FIVE FIVE BELOWConsumer discretionary62.5K$14.3M0.6%+223.0%
AAPL APPLE INCTechnology54.4K$13.8M0.6%+76.8%
A AGILENT TECHNOLOGIES INCHealthcare119.9K$13.7M0.6%+246.2%
TJX TJX COMPANIES INCConsumer discretionary83.7K$13.4M0.5%+1517.6%
AME AMETEK INCTechnology61.4K$13.2M0.5%+644.6%
VLTO VERALTO CORPTechnology144.8K$12.8M0.5%+123.7%
OZK BANK OZK273.2K$12.5M0.5%+24.5%
V VISA INC-CLASS A SHARESServices media40.0K$12.1M0.5%+214.9%
CNI CANADIAN NATL RAILWAY COIndustrials115.0K$11.8M0.5%+1.2%
ABT ABBOTT LABORATORIESHealthcare113.6K$11.7M0.5%+261.4%
WRB WR BERKLEY CORPFinancials172.5K$11.4M0.5%+1447.6%
AMP AMERIPRISE FINANCIAL INCFinancials25.1K$11.2M0.5%+66.2%
SSNC SS&C TECHNOLOGIES HOLDINGSTechnology163.1K$11.0M0.5%+387.9%
MMM 3M COHealthcare75.9K$11.0M0.5%+482.7%
OXY OCCIDENTAL PETROLEUM CORPEnergy168.1K$10.9M0.4%New
OTIS OTIS WORLDWIDE CORPIndustrials134.8K$10.4M0.4%-36.8%
GM GENERAL MOTORS COIndustrials138.3K$10.3M0.4%+61.5%
CBRE CBRE GROUP INC - AReal estate74.4K$10.1M0.4%+112.1%
TOL TOLL BROTHERS INCIndustrials73.6K$10.0M0.4%+113113.8%
BRO BROWN & BROWN INCFinancials153.9K$10.0M0.4%-2.9%
MET METLIFE INCFinancials141.4K$10.0M0.4%+241.7%
RMD RESMED INCHealthcare44.1K$9.9M0.4%-29.9%
CMI CUMMINS INCIndustrials18.3K$9.9M0.4%+323.1%
SYK STRYKER CORPHealthcare29.8K$9.8M0.4%+16.6%
ECL ECOLAB INCOther36.7K$9.8M0.4%+1312.8%
CMG CHIPOTLE MEXICAN GRILL INCConsumer discretionary302.9K$9.7M0.4%+43.2%
BCE BCE INCCommunications374.0K$9.4M0.4%+118.8%
STT STATE STREET CORPFinancials74.5K$9.4M0.4%New
ADBE ADOBE INCTechnology38.6K$9.4M0.4%New
DOW DOW INCMaterials222.3K$9.3M0.4%+10.9%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology62.6K$9.2M0.4%-38.2%
LVS LAS VEGAS SANDS CORPServices media163.1K$8.8M0.4%-50.2%
TSLA TESLA INCIndustrials23.5K$8.7M0.4%New
AES AES CORPUtilities619.5K$8.7M0.4%+412.5%
B BARRICK MINING CORPMaterials212.8K$8.7M0.4%+104.2%
DAR DARLING INGREDIENTS INCConsumer staples137.5K$8.5M0.3%+152.5%
HIG HARTFORD INSURANCE GROUP INCFinancials62.6K$8.5M0.3%New
ZTS ZOETIS INCHealthcare70.0K$8.3M0.3%New
PNW PINNACLE WEST CAPITALUtilities81.2K$8.2M0.3%+151.2%
AMZN AMAZON.COM INCConsumer discretionary39.2K$8.2M0.3%-2.0%
ACGL ARCH CAPITAL GROUP LTDFinancials82.4K$7.9M0.3%+43.2%
VMI VALMONT INDUSTRIESIndustrials19.6K$7.9M0.3%New
WCN WASTE CONNECTIONS INCUtilities48.2K$7.8M0.3%+605.3%
TEL TE CONNECTIVITY PLCConsumer discretionary37.3K$7.8M0.3%-38.8%
MA MASTERCARD INC - AServices media15.3K$7.7M0.3%+59.1%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 20261650$2.44B canonicalSEC ↗
Q4 202513F-HRFeb 10, 20261654$3.01B canonicalSEC ↗
Q3 202513F-HRNov 12, 20251690$3.68B canonicalSEC ↗
Q2 202513F-HRAug 13, 20251595$3.90B canonicalSEC ↗
Q1 202513F-HRMay 13, 20251417$3.14B canonicalSEC ↗
Q4 202413F-HRFeb 11, 20251424$2.74B canonicalSEC ↗
Q3 202413F-HRNov 13, 20241400$2.54B canonicalSEC ↗
Q2 202413F-HRAug 9, 20241373$2.07B canonicalSEC ↗
Q1 202413F-HRMay 6, 20241505$1.77B canonicalSEC ↗