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Quantessence Capital LLC

CIK:0002009590
Asset Manager
$576M AUM
181 holdings
New York, NY, US
Founded:2024
8 employees
Latest filing:Jun 30, 2025

Quantessence Capital LLC is an investment advisory firm headquartered in New York, NY. Organized as a Delaware limited liability company and founded in January 2024, the firm manages assets for pooled vehicles and non-US persons, with a small employee count. As of March 2025, Quantessence Capital manages over half a billion dollars in client assets, serving sophisticated institutional and pooled vehicle clients.

Investment Strategy

Quantessence Capital employs a quantitative, multi-asset investment strategy, deploying systematic and data-driven models to identify investment opportunities across global equity and equity-linked markets. The firm focuses on delivering absolute returns by leveraging advanced analytics, technology, and proprietary algorithms, primarily for pooled investment vehicles and institutional clients. The portfolio is diversified across sectors and issuers, reflecting a systematic risk management approach for non-U.S. client accounts.

Top Buys
A
AZEKAZEK CO INC
+$63.6M
R
RDFNREDFIN CORP
+$40.6M
G
GOOGALPHABET INC
+$9.2M
I
INSMINSMED INC
+$7.6M
S
SFMSPROUTS FMRS MKT INC
+$7.5M
Top Sells
I
ITCIINTRA-CELLULAR THERAPIES INC
-$30.3M
X
XLCSELECT SECTOR SPDR TR
-$12.3M
X
XOMEXXON MOBIL CORP
-$11.3M
B
BECNBEACON ROOFING SUPPLY INC
-$10.8M
P
PFEPFIZER INC
-$10.6M

Top Holdings

A
AZEKAZEK CO INC
+18.7%$63.6M
R
RDFNREDFIN CORP
+12.0%$40.6M
G
GOOGALPHABET INC
+2.7%$9.2M
I
INSMINSMED INC
+2.2%$7.6M
S
SFMSPROUTS FMRS MKT INC
+2.2%$7.5M

Equity Positions (178)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AZEK
AZEK CO INC18.73%$63.6M1,170,131$54.35$54.35+$63.6M
R
RDFN
REDFIN CORP11.97%$40.6M3,630,735$11.19$11.19+$40.6M
G
GOOG
ALPHABET INC2.70%$9.2M51,643$177.39$177.39+$9.2M
I
INSM
INSMED INC2.24%$7.6M75,728$100.64$100.64+$7.6M
S
SFM
SPROUTS FMRS MKT INC2.21%$7.5M45,609$164.64$164.64+$7.5M

Industry Allocation

PLASTICS PRODUCTS, NEC
+18.9%
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS)
+12.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.5%
PHARMACEUTICAL PREPARATIONS
+5.7%
RETAIL-GROCERY STORES
+3.2%