1y return+16.8%S&P 500 +20.9%
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, 2024: $121 against $127 in the S&P 500.2
Susquehanna Fundamental Investments, LLCS&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 |
|---|---|---|---|
| GEGe Aerospace | $79.8M | 1.5% | +261.0% |
| VVisa Inc | $76.5M | 1.4% | +11.6% |
| UBERUber Technologies Inc | $75.7M | 1.4% | +55.9% |
| ADPAutomatic Data Processing In | $72.6M | 1.4% | +16.1% |
| WMWaste Mgmt Inc Del | $72.2M | 1.4% | +150.5% |
| QCOMQualcomm Inc | $71.6M | 1.3% | +514.0% |
| Chubb LimitedCUSIP H1467J104 | $70.1M | 1.3% | +96.8% |
| BLKBlackrock Inc | $69.1M | 1.3% | New |
| MSFTMicrosoft Corp | $68.3M | 1.3% | +10.7% |
| TDGTransdigm Group Inc | $67.7M | 1.3% | +15.9% |
| MAMastercard Incorporated | $67.6M | 1.3% | New |
| ARMArm Holdings PLC | $66.7M | 1.3% | +14.2% |
| FDXFedex Corp | $64.3M | 1.2% | +1308.8% |
| Trane Technologies PLCCUSIP G8994E103 | $64.2M | 1.2% | +63.0% |
| MCOMoodys Corp | $60.4M | 1.1% | +2.8% |
| ADSKAutodesk Inc | $58.7M | 1.1% | +105.7% |
| PYPLPaypal Hldgs Inc | $56.3M | 1.1% | +137.2% |
| SNOWSnowflake Inc | $55.8M | 1.1% | New |
| TFCTruist Finl Corp | $52.8M | 1.0% | −7.6% |
| Eaton Corp PLCCUSIP G29183103 | $51.0M | 1.0% | +1006.4% |
| BMOBank Montreal Medium | $50.8M | 1.0% | +222.9% |
| DDOGDatadog Inc | $48.6M | 0.9% | +158.7% |
| WDAYWorkday Inc | $47.1M | 0.9% | New |
| HPEHewlett Packard Enterprise C | $46.9M | 0.9% | New |
| JPMJpmorgan Chase & Co | $45.4M | 0.9% | +2718.8% |
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 |
|---|---|---|---|
| ARMArm Holdings PLC | March 31, 2026 | +134.4% | $66.7M |
| DDOGDatadog Inc | March 31, 2026 | +120.6% | $48.6M |
| CMCanadian Imperial Bank Of Co | December 31, 2024 | +81.9% | $35.8M |
| WABWabtec | December 31, 2024 | +42.2% | $39.0M |
| BMOBank Montreal Medium | December 31, 2025 | +36.1% | $50.8M |
| Trane Technologies PLCCUSIP G8994E103 | December 31, 2024 | +33.0% | $64.2M |
| GEGe Aerospace | March 31, 2026 | +31.7% | $79.8M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2024 | +28.4% | $51.0M |
| Chubb LimitedCUSIP H1467J104 | December 31, 2024 | +23.3% | $70.1M |
| QCOMQualcomm Inc | December 31, 2024 | +20.3% | $71.6M |
Sold off last quarter
- NOWServicenow Inc was $57.5M
- Aon PLCCUSIP G0403H108 was $23.1M
- STLDSteel Dynamics Inc was $18.0M
- Air Lease CorpCUSIP 00912X302 was $14.4M
- CTASCintas Corp was $14.3M
- Honeywell Intl IncCUSIP 438516106 was $11.6M
- AEMAgnico Eagle Mines Ltd was $11.1M
- AXPAmerican Express Co was $10.1M
- ENPHEnphase Energy Inc was $8.3M
- HSYHershey Co was $6.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | −2.5% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +18.3% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +3.8% | +10.7% |
| September 30, 2021 | −2.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Susquehanna Fundamental Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1446179&type=13F-HR&dateb=&owner=include&count=40CIK 1446179
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1446179/000144617926000008/Filed August 14, 2026 · accession 0001446179-26-000008