Qsemble Capital Management, LP Incresed Positions in Q3 2025

Qsemble Capital Management, LP

  • $1.02 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNAP
Snap Inc

Communication Services
197K
+ 270.16%
$6.99 - $10.35 $1.38M - $2.04M
270K $2.08B
LMT
Lockheed Martin Corp

Industrials
1.72K
+ 11.64%
$410.74 - $499.21 $706K - $858K
16.5K $8.23B
APG
A Pi Group Corp

Industrials
60K
+ 134.12%
$33.09 - $36.34 $1.99M - $2.18M
105K $3.6B
TGTX
Tg Therapeutics, Inc.

Healthcare
34.4K
+ 307.83%
$26.39 - $39.19 $909K - $1.35M
45.6K $1.65B
MBLY
Mobileye Global Inc.
97.7K
+ 238.9%
$13.5 - $19.08 $1.32M - $1.86M
139K $1.96B
FCX
Freeport Mcmoran Inc

Basic Materials
33.6K
+ 111.24%
$35.34 - $47.21 $1.19M - $1.59M
63.8K $2.5B
Solventum Corp
16.8K
+ 123.11%
N/A
30.5K $2.23B
VKTX
Viking Therapeutics, Inc.

Healthcare
44.8K
+ 170.49%
$23.09 - $42.09 $1.04M - $1.89M
71.2K $1.87B
HUBS
Hubspot Inc

Technology
2.52K
+ 286.48%
$420.79 - $560.9 $1.06M - $1.41M
3.4K $1.59B
BBIO
Bridge Bio Pharma, Inc.

Healthcare
13K
+ 30.64%
$42.78 - $54.29 $555K - $704K
55.3K $2.87B
KBR
Kbr, Inc.

Industrials
19.7K
+ 73.84%
$45.52 - $51.61 $898K - $1.02M
46.5K $2.2B
APA
Apa Corp

Energy
21K
+ 32.14%
$18.06 - $24.69 $379K - $517K
86.2K $2.09B
ZS
Zscaler, Inc.

Technology
3.17K
+ 70.27%
$267.68 - $316.5 $848K - $1M
7.67K $2.3B
JXN
Jackson Financial Inc.

Financial Services
8.22K
+ 275.39%
$84.06 - $103.8 $691K - $853K
11.2K $1.13B
S
Sentinel One, Inc.

Technology
50.2K
+ 183.85%
$15.81 - $19.78 $794K - $993K
77.5K $1.37B
GWRE
Guidewire Software, Inc.

Technology
3.92K
+ 27.24%
$207.82 - $261.88 $815K - $1.03M
18.3K $4.21B
DUOL
Duolingo, Inc.

Technology
2.38K
+ 242.41%
$271.18 - $403.06 $645K - $958K
3.36K $1.08B
OMC
Omnicom Group Inc.

Communication Services
6.94K
+ 116.6%
$70.41 - $81.53 $489K - $566K
12.9K $1.05B
TDOC
Teladoc Health, Inc.

Healthcare
92.7K
+ 91.74%
$6.78 - $8.85 $628K - $820K
194K $1.5B
HUM
Humana Inc

Healthcare
1.89K
+ 24.57%
$220.41 - $312.0 $417K - $590K
9.58K $2.49B
MTH
Meritage Homes Corp

Consumer Cyclical
7.86K
+ 193.96%
$67.34 - $82.83 $529K - $651K
11.9K $863M
AVTR
Avantor, Inc.

Basic Materials
49K
+ 230.09%
$11.18 - $14.21 $547K - $696K
70.2K $876M
CPRI
Capri Holdings LTD

Consumer Cyclical
20.4K
+ 48.36%
$16.99 - $22.03 $347K - $450K
62.6K $1.25B
IONQ
Ion Q, Inc.

Technology
3.39K
+ 23.33%
$36.79 - $75.14 $125K - $255K
17.9K $1.1B
GL
Globe Life Inc.

Financial Services
2.9K
+ 106.92%
$117.6 - $146.55 $341K - $425K
5.62K $803M
GH
Guardant Health, Inc.

Healthcare
6.63K
+ 171.5%
$40.98 - $67.42 $271K - $447K
10.5K $655M
Noble Corp PLC
10.4K
+ 14.23%
N/A
83.6K $2.36B
ONTO
Onto Innovation Inc.

Technology
2.43K
+ 111.61%
$90.0 - $136.73 $219K - $333K
4.61K $596M
NTRA
Natera, Inc.

Healthcare
2.38K
+ 132.92%
$133.66 - $181.11 $318K - $431K
4.17K $671M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
6.49K
+ 86.37%
$46.25 - $56.87 $300K - $369K
14K $700M
OKTA
Okta, Inc.

Technology
5.82K
+ 27.38%
$88.51 - $101.1 $515K - $588K
27.1K $2.48B
CRM
Salesforce, Inc.

Technology
3.93K
+ 23.36%
$231.66 - $273.65 $910K - $1.08M
20.7K $4.92B
CWAN
Clearwater Analytics Holdings, Inc.

Technology
19.5K
+ 199.45%
$17.97 - $22.57 $351K - $441K
29.3K $529M
ON
On Semiconductor Corp

Technology
6.42K
+ 99.47%
$46.98 - $62.45 $302K - $401K
12.9K $635M
MGA
Magna International Inc

Consumer Cyclical
4.19K
+ 52.87%
$40.03 - $47.38 $168K - $198K
12.1K $574M
LKQ
Lkq Corp

Consumer Cyclical
8.82K
+ 159.35%
$29.24 - $39.21 $258K - $346K
14.4K $438M
MUSA
Murphy Usa Inc.

Consumer Cyclical
629
+ 83.31%
$361.83 - $435.43 $228K - $274K
1.38K $537M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.85K
+ 7.92%
$59.28 - $71.9 $109K - $133K
25.1K $1.66B
WCC
Wesco International Inc

Industrials
842
+ 47.46%
$189.22 - $227.19 $159K - $191K
2.62K $553M
DPZ
Dominos Pizza Inc

Consumer Cyclical
624
+ 23.41%
$422.75 - $485.53 $264K - $303K
3.29K $1.42B
MIDD
Middleby Corp

Industrials
1.7K
+ 69.38%
$118.3 - $150.16 $201K - $255K
4.14K $550M
FOXA
Fox Corp

Communication Services
1.45K
+ 10.62%
$53.87 - $63.06 $78K - $91.3K
15.1K $952M
LPLA
Lpl Financial Holdings Inc.

Financial Services
694
+ 42.73%
$332.69 - $399.0 $231K - $277K
2.32K $771M
RS
Reliance Steel & Aluminum CO

Basic Materials
631
+ 64.45%
$277.33 - $343.66 $175K - $217K
1.61K $452M
RDN
Radian Group Inc

Financial Services
3.01K
+ 5.12%
$32.61 - $37.23 $98K - $112K
61.7K $2.24B
WAL
Western Alliance Bancorporation

Financial Services
507
+ 13.11%
$76.33 - $91.49 $38.7K - $46.4K
4.38K $379M
GLOB
Globant S.A.

Technology
4.08K
+ 86.31%
$55.6 - $93.3 $227K - $381K
8.82K $506M
GPI
Group 1 Automotive Inc

Consumer Cyclical
162
+ 24.04%
$406.1 - $488.25 $65.8K - $79.1K
836 $366M
ACI
Albertsons Companies, Inc.

Consumer Defensive
6.25K
+ 48.0%
$17.45 - $22.74 $109K - $142K
19.3K $337M
Activity Summary
Buys All Purchases 325 New Holdings 223 Increased Positions 102 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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