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.
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 |
G GOOGL | 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 |