Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gyon Technologies Capital Management, LP (CIK 1790782) reported $267.2M across 483 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: WCC ($4.4M, 1.66%), SNY ($3.8M, 1.41%), KBR ($3.6M, 1.34%), META ($3.5M, 1.33%), WBS ($3.2M, 1.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WCC | WESCO INTL INC | $4.4M | 1.66% | 35,447 | Trimmed |
| 2 | SNY | SANOFI | $3.8M | 1.41% | 77,722 | Trimmed |
| 3 | KBR | KBR INC | $3.6M | 1.34% | 67,918 | Added |
| 4 | META | META PLATFORMS INC | $3.5M | 1.33% | 29,446 | Added |
| 5 | WBS | WEBSTER FINL CORP | $3.2M | 1.19% | 67,253 | Trimmed |
| 6 | VYX | NCR CORP NEW | $3.0M | 1.12% | 128,144 | Added |
| 7 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $2.9M | 1.09% | 64,518 | Added |
| 8 | SCHW | SCHWAB CHARLES CORP | $2.9M | 1.07% | 34,429 | New |
| 9 | AXP | AMERICAN EXPRESS CO | $2.8M | 1.05% | 18,914 | New |
| 10 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.8M | 1.04% | 26,584 | Added |
| 11 | CNI | CANADIAN NATL RY CO | $2.8M | 1.04% | 23,485 | Added |
| 12 | TDG | TRANSDIGM GROUP INC | $2.7M | 1.01% | 4,302 | Added |
| 13 | QCOM | QUALCOMM INC | $2.7M | 1.01% | 24,639 | Trimmed |
| 14 | MIR | MIRION TECHNOLOGIES INC | $2.7M | 1.01% | 409,626 | Added |
| 15 | FTAI | FTAI AVIATION LTD | $2.7M | 1.00% | 156,708 | New |
| 16 | AIG | AMERICAN INTL GROUP INC | $2.6M | 0.97% | 41,148 | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.97% | 39,994 | Added |
| 18 | PH | PARKER-HANNIFIN CORP | $2.6M | 0.96% | 8,812 | New |
| 19 | CBOE | CBOE GLOBAL MKTS INC | $2.6M | 0.96% | 20,419 | Trimmed |
| 20 | ASML | ASML HOLDING N V | $2.5M | 0.94% | 4,590 | Added |
| 21 | C | CITIGROUP INC | $2.5M | 0.92% | 54,215 | New |
| 22 | ESAB | ESAB CORPORATION | $2.4M | 0.91% | 52,079 | Trimmed |
| 23 | VMC | VULCAN MATLS CO | $2.4M | 0.90% | 13,810 | Trimmed |
| 24 | MRK | MERCK & CO INC | $2.4M | 0.90% | 21,796 | Added |
| 25 | FLEX | FLEX LTD | $2.4M | 0.89% | 110,625 | Trimmed |
Source: SEC Form 13F filings · as of 2022-12-31