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Holders — by stockHoldings — by fund

PDT Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001564702

$1.90B

disclosed book value

489

positions

1.8%

largest position share

Positions, as of 2026-06-30

top 100 of 489 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1STELLANTIS N.V5.9M$33.4M1.8%
2MKSIMKS INC.72,347$32.2M1.7%
3TSNTYSON FOODS INC472,518$27.1M1.4%
4AEISADVANCED ENERGY INDS62,188$23.2M1.2%
5SHARKNINJA INC149,180$22.7M1.2%
6PBFPBF ENERGY INC443,690$20.2M1.1%
7SUSUNCOR ENERGY INC NEW374,452$20.1M1.1%
8SEAGATE TECHNOLOGY HLDNGS PL20,300$19.6M1%
9INTCINTEL CORP135,200$18.9M1%
10CVXCHEVRON CORPORATION111,500$18.5M1%
11LUVSOUTHWEST AIRLS CO348,374$17.9M0.9%
12NVDANVIDIA CORPORATION84,800$17.0M0.9%
13PHPARKER-HANNIFIN CORP17,120$16.7M0.9%
14MCKMCKESSON CORP22,100$16.7M0.9%
15SFSTIFEL FINL CORP229,968$16.0M0.8%
16JBLJABIL INC41,370$15.9M0.8%
17SCHWSCHWAB CHARLES CORP172,200$15.9M0.8%
18MRVLMARVELL TECHNOLOGY INC53,000$15.8M0.8%
19DKDELEK US HLDGS INC NEW308,336$15.7M0.8%
20HUMHUMANA INC37,718$15.0M0.8%
21SOLSSOLSTICE ADVANCED MATLS INC168,082$14.9M0.8%
22RSRELIANCE INC39,417$14.7M0.8%
23ATKRATKORE INC191,253$14.5M0.8%
24CVICVR ENERGY INC526,592$14.5M0.8%
25NEBIUS GROUP N.V.51,900$14.3M0.8%
26MIRMMIRUM PHARMACEUTICALS INC122,041$14.3M0.8%
27LOGITECH INTL S A151,987$14.2M0.7%
28CAKECHEESECAKE FACTORY INC172,778$13.7M0.7%
29DPZDOMINOS PIZZA INC46,354$13.7M0.7%
30IPARINTERPARFUMS INC119,601$13.4M0.7%
31CMECME GROUP INC60,000$13.2M0.7%
32FOXAFOX CORP251,048$13.1M0.7%
33TRNTRINITY INDS INC359,270$12.4M0.7%
34MCHPMICROCHIP TECHNOLOGY INC.135,904$12.4M0.7%
35NKENIKE INC300,129$12.3M0.6%
36MOG/AMOOG INC28,991$12.3M0.6%
37INTUINTUIT46,200$12.1M0.6%
38ACMAECOM172,729$12.1M0.6%
39SIRISIRIUSXM HOLDINGS INC404,711$12.0M0.6%
40WSMWILLIAMS SONOMA INC50,818$11.8M0.6%
41ERIEERIE INDTY CO48,895$11.7M0.6%
42LYONDELLBASELL INDUSTRIES NV220,439$11.6M0.6%
43BBYBEST BUY INC151,472$11.5M0.6%
44PAGPENSKE AUTOMOTIVE GRP INC64,010$11.5M0.6%
45GVAGRANITE CONSTR INC72,265$11.4M0.6%
46OLNOLIN CORP558,806$11.1M0.6%
47MTZMASTEC INC25,533$10.6M0.6%
48DANDANA INC386,747$10.5M0.6%
49BGCBGC GROUP INC981,192$10.5M0.6%
50TJXTJX COS INC NEW69,196$10.5M0.6%
51VFCV F CORP627,931$10.5M0.6%
52ELLAUDER ESTEE COS INC127,247$10.0M0.5%
53RCUSARCUS BIOSCIENCES INC323,567$10.0M0.5%
54MMACYS INC415,586$9.8M0.5%
55PAYCPAYCOM SOFTWARE INC77,774$9.8M0.5%
56PPCPILGRIMS PRIDE CORP347,616$9.8M0.5%
57ALBALBEMARLE CORP72,251$9.8M0.5%
58VIRTVIRTU FINL INC163,189$9.7M0.5%
59JJACOBS SOLUTIONS INC75,397$9.5M0.5%
60TPRTAPESTRY INC64,734$9.5M0.5%
61AMRALPHA METALLURGICAL RESOUR I56,797$9.4M0.5%
62HWMHOWMET AEROSPACE INC34,579$9.3M0.5%
63CMCANADIAN IMPERIAL BANK OF CO80,181$9.2M0.5%
64FPSFORGENT POWER SOLUTIONS INC160,391$9.0M0.5%
65LEVILEVI STRAUSS & CO NEW358,247$8.9M0.5%
66ABBVABBVIE INC35,200$8.9M0.5%
67FGF&G ANNUITIES & LIFE INC318,273$8.5M0.4%
68AIRAAR CORP59,060$8.4M0.4%
69CMB.TECH NV592,918$8.3M0.4%
70SPHRSPHERE ENTERTAINMENT CO47,527$8.2M0.4%
71MWAMUELLER WTR PRODS INC315,786$8.2M0.4%
72CVECENOVUS ENERGY INC327,063$8.1M0.4%
73DRIDARDEN RESTAURANTS INC39,355$8.1M0.4%
74PRPERMIAN RESOURCES CORP438,993$8.1M0.4%
75GLXYGALAXY DIGITAL INC.293,161$8.0M0.4%
76ITWILLINOIS TOOL WKS INC29,131$7.9M0.4%
77PARRPAR PAC HOLDINGS INC140,421$7.9M0.4%
78NSPINSPERITY INC189,366$7.8M0.4%
79OSISOSI SYSTEMS INC34,904$7.6M0.4%
80IRDMIRIDIUM COMMUNICATIONS INC138,207$7.6M0.4%
81KALUKAISER ALUMINIUM CORPORATION38,588$7.5M0.4%
82ALCON AG111,211$7.5M0.4%
83DOOBRP INC122,180$7.5M0.4%
84WHRWHIRLPOOL CORP188,582$7.4M0.4%
85ANDEANDERSONS INC107,500$7.4M0.4%
86XMTRXOMETRY INC75,063$7.2M0.4%
87MILLICOM INTL CELLULAR S A79,481$7.2M0.4%
88VGVENTURE GLOBAL INC646,562$7.2M0.4%
89ELFE L F BEAUTY INC96,924$7.2M0.4%
90SAHSONIC AUTOMOTIVE INC84,474$7.2M0.4%
91GDGENERAL DYNAMICS CORP20,133$7.1M0.4%
92KLICKULICKE & SOFFA INDS INC52,581$7.0M0.4%
93LNTALLIANT ENERGY CORP92,130$7.0M0.4%
94FORMFORMFACTOR INC43,912$7.0M0.4%
95BHEBENCHMARK ELECTRS INC70,494$7.0M0.4%
96HEHAWAIIAN ELEC INDS INC MTN B511,975$6.9M0.4%
97TECHNIPFMC PLC103,212$6.8M0.4%
98SVMSILVERCORP METALS INC659,534$6.7M0.3%
99FMCFMC CORP576,387$6.6M0.3%
100TRONOX HOLDINGS PLC1.0M$6.6M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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