Trexquant Investment LP

Diversified mechanical Mechanical CIK 1633445
League rank
#43
in Diversified mechanical · #1487 overall
Long book
$13.82B
Q1 2026
Positions
1577
Top-10 weight
14%
concentration
Last quarter
+15.2%
SPY +14.8%
Turnover
43%
of book per quarter

Strategy in plain words

auto-generated from filings

Trexquant Investment LP is a mechanically diversified allocator, running a $13.82B US long book across 1577 positions.

The portfolio is broadly diversified across 1577 positions (top 10 only 14%). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, MICRON TECHNOLOGY INC, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 6 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
-1.6%
Q2 2024
+7.5%
Q3 2024
+2.8%
Q4 2024
-5.5%
Q1 2025
+12.1%
Q2 2025
+6.4%
Q3 2025
+2.9%
Q4 2025
-2.6%
Q1 2026
+15.2%

Sector allocation

Technology
27%
Industrials
13%
Financials
13%
Healthcare
10%
Consumer discretionary
10%
Services media
7%
Other
5%
Utilities
4%

Long book by quarter

$5.02B
Q1 2024
$6.56B
Q2 2024
$7.90B
Q3 2024
$8.57B
Q4 2024
$8.60B
Q1 2025
$8.86B
Q2 2025
$9.70B
Q3 2025
$11.22B
Q4 2025
$13.82B
Q1 2026

What does Trexquant Investment own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology2.4M$411.6M3.0%+44.2%
AAPL APPLE INCTechnology1.2M$293.8M2.1%+20.3%
MSFT MICROSOFT CORPTechnology644.9K$238.7M1.7%+83.6%
MU MICRON TECHNOLOGY INCTechnology559.5K$189.0M1.4%+270.5%
AMZN AMAZON.COM INCConsumer discretionary897.3K$186.9M1.4%+25.2%
TSLA TESLA INCIndustrials420.7K$156.4M1.1%+133.9%
AVGO BROADCOM INCTechnology492.8K$152.5M1.1%+106.1%
GOOGL ALPHABET INC-CL ATechnology490.3K$141.0M1.0%+30.5%
C CITIGROUP INCFinancials1.0M$116.2M0.8%+1106.2%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology791.3K$115.8M0.8%+44.5%
PEP PEPSICO INCConsumer staples624.2K$96.9M0.7%+161.3%
ACN ACCENTURE PLC-CL AServices media438.4K$86.9M0.6%+738.5%
GOOG ALPHABET INC-CL CTechnology293.0K$84.0M0.6%+18.2%
CMG CHIPOTLE MEXICAN GRILL INCConsumer discretionary2.5M$79.1M0.6%+3950.8%
LLY ELI LILLY & COHealthcare84.9K$78.1M0.6%+177.2%
JNJ JOHNSON & JOHNSONHealthcare288.4K$70.5M0.5%-15.5%
HSY HERSHEY CO/THEConsumer staples334.9K$69.6M0.5%+7055.3%
CPRT COPART INCConsumer discretionary2.1M$68.5M0.5%+218.5%
LVS LAS VEGAS SANDS CORPServices media1.2M$64.1M0.5%+7.3%
ROST ROSS STORES INCConsumer discretionary295.6K$64.0M0.5%+1.0%
FIVE FIVE BELOWConsumer discretionary279.2K$63.8M0.5%+48.3%
INTU INTUIT INCTechnology146.2K$63.2M0.5%New
GM GENERAL MOTORS COIndustrials848.4K$63.2M0.5%+217.2%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials122.3K$58.6M0.4%+109.9%
COF CAPITAL ONE FINANCIAL CORPFinancials320.8K$58.5M0.4%+382.2%
ANET ARISTA NETWORKS INCTechnology471.7K$57.9M0.4%+219.6%
GE GENERAL ELECTRICIndustrials202.0K$57.3M0.4%+35.5%
HON HONEYWELL INTERNATIONAL INCIndustrials253.5K$57.3M0.4%+660.4%
FDX FEDEX CORPIndustrials155.9K$55.5M0.4%+42.7%
WFC WELLS FARGO & COFinancials688.6K$54.8M0.4%New
VRT VERTIV HOLDINGS CO-ATechnology216.7K$54.3M0.4%+403.2%
KO COCA-COLA CO/THEConsumer staples697.9K$53.1M0.4%New
SPOT SPOTIFY TECHNOLOGY SACommunications107.0K$51.9M0.4%New
TOST TOAST INC-CLASS ATechnology1.9M$49.8M0.4%+93.9%
FISV FISERV INCServices media888.8K$49.6M0.4%+509.3%
CVX CHEVRON CORPEnergy239.5K$49.6M0.4%+10.1%
RTX RTX CORPIndustrials256.2K$49.4M0.4%+95.0%
ADBE ADOBE INCTechnology200.5K$48.7M0.4%+13.9%
CNC CENTENE CORPFinancials1.5M$48.3M0.3%+119.5%
AMKR AMKOR TECHNOLOGY INCTechnology1.1M$48.0M0.3%New
ADP AUTOMATIC DATA PROCESSINGTechnology230.7K$46.9M0.3%+268.2%
BAC BANK OF AMERICA CORPFinancials938.2K$45.7M0.3%New
EFX EQUIFAX INCServices media248.0K$44.7M0.3%+47.9%
TJX TJX COMPANIES INCConsumer discretionary279.5K$44.6M0.3%+24.0%
VEEV VEEVA SYSTEMS INC-CLASS ATechnology252.3K$44.3M0.3%New
EW EDWARDS LIFESCIENCES CORPHealthcare547.1K$43.8M0.3%+3701.5%
KGC KINROSS GOLD CORPMaterials1.4M$43.1M0.3%+180.5%
WMT WALMART INCConsumer discretionary331.1K$41.2M0.3%+1407.4%
DOCU DOCUSIGN INCTechnology854.9K$40.5M0.3%+226.0%
META META PLATFORMS INC-CLASS ATechnology66.1K$37.8M0.3%-50.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20261716$13.92B canonicalSEC ↗
Q4 202513F-HRFeb 17, 20261551$11.22B canonicalSEC ↗
Q3 202513F-HRNov 14, 20251540$9.71B canonicalSEC ↗
Q2 202513F-HRAug 12, 20251479$8.87B canonicalSEC ↗
Q1 202513F-HRMay 14, 20251514$8.60B canonicalSEC ↗
Q4 202413F-HRFeb 12, 20251513$8.58B canonicalSEC ↗
Q3 202413F-HRNov 12, 20241488$7.90B canonicalSEC ↗
Q2 202413F-HRAug 13, 20241482$6.56B canonicalSEC ↗
Q1 202413F-HRMay 14, 20241392$5.02B canonicalSEC ↗