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.
Qsemble Capital Management, LP (CIK 1766159) reported $1.31B across 429 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COST ($14.8M, 1.13%), BSX ($14.2M, 1.08%), META ($13.3M, 1.01%), CPRT ($13.0M, 1.00%), C ($13.1M, 1.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHOLESALE CORPORATION | $14.8M | 1.13% | 14,819 | Added |
| 2 | BSX | BOSTON SCIENTIFIC CORP | $14.2M | 1.08% | 225,867 | Added |
| 3 | META | META PLATFORMS INC | $13.3M | 1.01% | 23,166 | New |
| 4 | CPRT | COPART INC | $13.0M | 1.00% | 392,870 | Added |
| 5 | C | CITIGROUP INC | $13.1M | 1.00% | 115,677 | New |
| 6 | AIG | AMERICAN INTL GROUP INC | $13.0M | 0.99% | 172,773 | New |
| 7 | DHR | DANAHER CORP DEL | $12.8M | 0.98% | 67,489 | Added |
| 8 | OXY | OCCIDENTAL PETE CORP | $12.7M | 0.97% | 195,871 | Added |
| 9 | MSFT | MICROSOFT CORP | $12.6M | 0.96% | 34,030 | Added |
| 10 | DVN | DEVON ENERGY CORP NEW | $12.5M | 0.96% | 248,860 | Added |
| 11 | PNC | PNC FINL SVCS GROUP INC | $12.0M | 0.92% | 57,886 | New |
| 12 | A | AGILENT TECHNOLOGIES INC | $11.9M | 0.91% | 104,535 | Added |
| 13 | IBKR | INTERACTIVE BROKERS GROUP IN | $11.6M | 0.89% | 173,632 | New |
| 14 | GM | GENERAL MTRS CO | $11.6M | 0.89% | 156,019 | Added |
| 15 | BAC | BANK AMERICA CORP | $11.7M | 0.89% | 240,250 | Added |
| 16 | COF | CAPITAL ONE FINL CORP | $11.6M | 0.88% | 63,412 | Added |
| 17 | DIS | DISNEY WALT CO | $11.4M | 0.87% | 118,706 | New |
| 18 | HWM | HOWMET AEROSPACE INC | $11.3M | 0.86% | 48,988 | New |
| 19 | DUK | DUKE ENERGY CORP NEW | $11.3M | 0.86% | 86,443 | New |
| 20 | AMGN | AMGEN INC | $11.3M | 0.86% | 32,165 | New |
| 21 | MO | ALTRIA GROUP INC | $11.3M | 0.86% | 170,866 | Added |
| 22 | PGR | PROGRESSIVE CORP | $11.2M | 0.85% | 56,395 | Added |
| 23 | PR | PERMIAN RESOURCES CORP | $10.8M | 0.82% | 506,456 | Added |
| 24 | SSNC | SS&C TECH HLDGS | $10.3M | 0.79% | 152,723 | Added |
| 25 | APA | APA CORPORATION | $10.4M | 0.79% | 244,027 | New |
Source: SEC Form 13F filings · as of 2026-03-31