1y return+23.5%S&P 500 +20.9%
3y return+58.0%S&P 500 +68.5%
5y return+53.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $275 against $280 in the S&P 500.2
Holocene Advisors, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $3.3B | 7.6% | +6.2% |
| MSFTMicrosoft Corp | $1.6B | 3.7% | +282.6% |
| TSLATesla Inc | $1.5B | 3.4% | |
| NVDANvidia Corporation | $1.2B | 2.8% | −35.3% |
| GEGe Aerospace | $740.0M | 1.7% | +30.1% |
| AMDAdvanced Micro Devices Inc | $693.3M | 1.6% | +528.1% |
| DHRDanaher Corp Del | $684.4M | 1.6% | −11.0% |
| VVisa Inc | $668.6M | 1.5% | −10.3% |
| SHWSherwin Williams Co | $614.0M | 1.4% | +42.6% |
| PHParker-hannifin Corp | $516.2M | 1.2% | +13.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $496.7M | 1.1% | −15.2% |
| SOXXIshares Tr | $487.0M | 1.1% | New |
| Astrazeneca PLCCUSIP G0593M107 | $460.7M | 1.1% | −8.8% |
| CSXCsx Corp | $458.3M | 1.0% | +93.2% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $444.1M | 1.0% | −57.7% |
| MMM3m Co | $443.0M | 1.0% | +509.0% |
| GILDGilead Sciences Inc | $406.4M | 0.9% | +23.2% |
| HLTHilton Worldwide Hldgs Inc | $405.7M | 0.9% | −21.3% |
| STLDSteel Dynamics Inc | $378.3M | 0.9% | −28.0% |
| CVXChevron Corporation | $352.3M | 0.8% | +230.2% |
| Nebius Group N.v.CUSIP N97284108 | $332.3M | 0.8% | New |
| URIUnited Rentals Inc | $330.1M | 0.8% | +80.0% |
| PLTRPalantir Technologies Inc | $319.0M | 0.7% | −19.8% |
| WATWaters Corp | $317.9M | 0.7% | −7.6% |
| ISRGIntuitive Surgical Inc | $310.8M | 0.7% | −24.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines Inc | March 31, 2023 | +764.6% | $254.6M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2021 | +754.1% | $444.1M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $247.8M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $693.3M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $306.0M |
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $267.4M |
| HLTHilton Worldwide Hldgs Inc | December 31, 2020 | +197.0% | $405.7M |
| PHParker-hannifin Corp | March 31, 2023 | +191.0% | $516.2M |
| CVSCvs Health Corp | December 31, 2024 | +130.5% | $310.5M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.2B |
Sold off last quarter
- AAPLApple Inc was $632.7M
- PEPPepsico Inc was $546.6M
- GSKGsk PLC was $304.6M
- FDXFedex Corp was $281.8M
- METAMeta Platforms Inc was $278.7M
- CORCencora Inc was $264.2M
- Lyondellbasell Industries NvCUSIP N53745100 was $228.4M
- Accenture PLC IrelandCUSIP G1151C101 was $221.1M
- ADIAnalog Devices Inc was $220.7M
- Terns Pharmaceuticals IncCUSIP 880881107 was $217.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +3.8% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −3.3% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +13.3% | +11.2% |
| September 30, 2023 | −5.4% | −3.6% |
| June 30, 2023 | +7.0% | +8.3% |
| March 31, 2023 | +7.9% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −3.5% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Holocene Advisors, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1700574&type=13F-HR&dateb=&owner=include&count=40CIK 1700574
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1700574/000117266126003735/Filed August 14, 2026 · accession 0001172661-26-003735