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Edgestream Partners, L.P.
CIK:0001535061
Investment Adviser
$3B AUM
827 holdings
Princeton, NJ, USA
Edgestream Partners, L.P. is an investment management firm specializing in alternative investment strategies and quantitative methods for institutional investors.
Investment Strategy
Quantitative, alternative investment strategies focusing on liquid markets globally
Latest 13F Filing Activity
Edgestream Partners, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 821 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR, JPMorgan Chase & Co., Goldman Sachs Group Inc. among other positions. Edgestream Partners, L.P. reduced exposure to Mcdonalds Corp., Oneok Inc. New, Cheniere Energy Inc. among others.
Top Buys
Top Holdings
Equity Positions (821)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HYG | ISHARES TR | 0.85% | $30.6M | 379,697 | $79.95 | $80.65 | +$18.8M |
M MSFT | MICROSOFT CORP | 0.83% | $29.7M | 59,727 | $432.92 | $497.41 | +$13.5M |
S SPY | SPDR S&P 500 ETF TR | 0.71% | $25.4M | 41,176 | $452.55 | $617.85 | +$933.2K |
Q QQQ | INVESCO QQQ TR | 0.63% | $22.5M | 40,762 | $404.36 | $551.64 | +$7.8M |
A AAPL | APPLE INC | 0.60% | $21.4M | 104,424 | $208.42 | $205.17 | +$8.4M |
Industry Allocation
REAL ESTATE INVESTMENT TRUSTS
+6.1%
SERVICES-PREPACKAGED SOFTWARE
+4.2%
STATE COMMERCIAL BANKS
+3.2%
PHARMACEUTICAL PREPARATIONS
+3.2%
ELECTRIC SERVICES
+3.1%
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