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Edgestream Partners, L.P.

CIK:0001535061
Investment Adviser
$3B AUM
827 holdings
Princeton, NJ, USA
Founded:2001
35 employees
Latest filing:Jun 30, 2025

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

Top Buys
H
HYGISHARES TR
+$18.8M
J
JPMJPMORGAN CHASE & CO.
+$17.0M
G
GSGOLDMAN SACHS GROUP INC
+$13.9M
M
MSFTMICROSOFT CORP
+$13.5M
O
ODFLOLD DOMINION FREIGHT LINE IN
+$13.4M
Top Sells
M
MCDMCDONALDS CORP
-$14.2M
O
OKEONEOK INC NEW
-$14.0M
L
LNGCHENIERE ENERGY INC
-$13.3M
T
TRGPTARGA RES CORP
-$13.1M
A
ARWARROW ELECTRS INC
-$12.0M

Top Holdings

H
HYGISHARES TR
+0.9%$30.6M
M
MSFTMICROSOFT CORP
+0.8%$29.7M
S
SPYSPDR S&P 500 ETF TR
+0.7%$25.4M
Q
QQQINVESCO QQQ TR
+0.6%$22.5M
A
AAPLAPPLE INC
+0.6%$21.4M

Equity Positions (821)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
H
HYG
ISHARES TR0.85%$30.6M379,697$79.95$80.65+$18.8M
M
MSFT
MICROSOFT CORP0.83%$29.7M59,727$432.92$497.41+$13.5M
S
SPY
SPDR S&P 500 ETF TR0.71%$25.4M41,176$452.55$617.85+$933.2K
Q
QQQ
INVESCO QQQ TR0.63%$22.5M40,762$404.36$551.64+$7.8M
A
AAPL
APPLE INC0.60%$21.4M104,424$208.42$205.17+$8.4M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+6.0%
SERVICES-PREPACKAGED SOFTWARE
+5.5%
STATE COMMERCIAL BANKS
+3.6%
NATIONAL COMMERCIAL BANKS
+3.5%
ELECTRIC SERVICES
+2.9%