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Holocene Advisors, LP
Holocene Advisors, LP is a hedge fund and investment management firm based in New York, NY, founded by J. Brandon Haley in 2016. The firm specializes in diversified long/short and concentrated long-only equity strategies with a strong emphasis on deep, fundamental research conducted by sector-focused teams. Holocene serves primarily institutional clients, such as pension funds, endowments, and family offices, and is known for its methodical research-driven investment process, integration of quantitative tools and data science, and a collaborative, high-performance culture. As of 2025, the firm employs approximately 86 people.
Investment Strategy
Holocene Advisors employs a diversified long/short equity strategy as well as a concentrated long-only equity strategy, aiming to generate superior risk-adjusted returns across market conditions. The firm emphasizes deep fundamental research by industry sector teams, supported by advanced quantitative tools and data science, to identify and isolate alpha opportunities. Holocene's approach incorporates embedded hedging and careful risk management, aiming for consistent, uncorrelated performance. Analytical portfolio construction and factor modeling are used to minimize systematic risk, with a focus on both generating returns and isolating idiosyncratic risks.
Latest 13F Filing Activity
Holocene Advisors, LP filed their most recent 13F report on Jun 30, 2025 disclosing 724 equity positions and 5 options positions with a total 13F market value of $41B. The fund increased holdings in Amazon Com Inc., Ishares TR, Microsoft Corp. among other positions. Holocene Advisors, LP reduced exposure to Cisco SYS Inc., Unitedhealth Group Inc., Carmax Inc. among others.
Top Holdings
Equity Positions (724)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 5.52% | $2.26B | 10,318,495 | $219.39 | $219.39 | +$1.38B |
N NVDA | NVIDIA CORPORATION | 3.74% | $1.53B | 9,703,940 | $144.54 | $157.99 | +$984.2M |
M MSFT | MICROSOFT CORP | 3.58% | $1.47B | 2,945,271 | $473.66 | $497.41 | +$1.10B |
| ALPHABET INC | 3.41% | $1.40B | 7,922,020 | $164.88 | $176.23 | +$636.0M | |
I IWM | ISHARES TR | 3.00% | $1.23B | 5,700,000 | $215.79 | $215.79 | +$1.23B |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BSX | BOSTON SCIENTIFIC CORP | New | Call | $158.5M | 14,760 | $107.41 | $107.41 | +14,760 | +$158.5M |
G GILD | GILEAD SCIENCES INC | New | Call | $133.0M | 12,000 | $110.87 | $110.87 | +12,000 | +$133.0M |
K KVUE | KENVUE INC | Bought | Call | $79.2M | 37,864 | $20.93 | $21.96 | +25,131 | +$48.7M |
C CSX | CSX CORP | New | Call | $38.3M | 11,738 | $32.63 | $32.63 | +11,738 | +$38.3M |
J JBLU | JETBLUE AWYS CORP | New | Call | $12.5M | 29,647 | $4.23 | $4.23 | +29,647 | +$12.5M |
Industry Allocation
Investment Team (31)
| Name | Role | Location | |
|---|---|---|---|
B Beau Gambel | Investment Analyst | New York, NY , United States | |
B Brandon Hass | Investment Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
D Daniel Henriques | Portfolio Manager | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States |
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