Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Princeton Alpha Management LP 13F Holdings -- Portfolio & Top Positions (2017-03-31)

Princeton Alpha Management LP (CIK 1590346) reported $298.8M across 529 reported positions in its SEC 13F filing for 2017-03-31. Largest positions: MXIM ($3.3M, 1.09%), HD ($3.2M, 1.09%), JNJ ($3.0M, 1.00%), WMT ($2.8M, 0.95%), NUE ($2.8M, 0.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MXIMMAXIM INTEGRATED PRODS INC$3.3M1.09%72,462Trimmed
2HDHOME DEPOT INC$3.2M1.09%22,083Trimmed
3JNJJOHNSON & JOHNSON$3.0M1.00%23,953Trimmed
4WMTWAL-MART STORES INC$2.8M0.95%39,418Trimmed
5NUENUCOR CORP$2.8M0.95%47,607Added
6MAMASTERCARD INCORPORATED$2.4M0.82%21,711Trimmed
7ESRXEXPRESS SCRIPTS HLDG CO$2.4M0.81%36,941Trimmed
8CELGCELGENE CORP$2.1M0.72%17,216Trimmed
9YUMYUM BRANDS INC$2.1M0.71%33,333Trimmed
10INTUINTUIT$2.1M0.70%18,112New
11APDAIR PRODS & CHEMS INC$2.1M0.70%15,468Added
12KRKROGER CO$2.1M0.69%69,819New
13NKENIKE INC$2.0M0.68%36,464Trimmed
14MRKMERCK & CO INC$2.0M0.66%30,846Trimmed
15BABOEING CO$2.0M0.66%11,155Added
16BMYBRISTOL MYERS SQUIBB CO$1.9M0.65%35,766Added
17RHTRED HAT INC$1.9M0.64%22,040Trimmed
18AKAMAKAMAI TECHNOLOGIES INC$1.9M0.62%31,043Added
19STZCONSTELLATION BRANDS INC$1.8M0.61%11,229Added
20LMTLOCKHEED MARTIN CORP$1.8M0.60%6,746Trimmed
21AMATAPPLIED MATLS INC$1.8M0.60%46,251Trimmed
22PNCPNC FINL SVCS GROUP INC$1.8M0.59%14,576Trimmed
23JPMJPMORGAN CHASE & CO$1.7M0.57%19,417New
24OXYOCCIDENTAL PETE CORP DEL$1.7M0.56%26,632New
25KKELLOGG CO$1.7M0.56%23,064New

Source: SEC Form 13F filings · as of 2017-03-31