Quantessence Capital LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    16

  • Value ($000)

    $8,646

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002009590
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PANW

PALO ALTO NETWORKS INC

COM
$1.04M
12 %

5,659

AVGO

BROADCOM INC

COM
$1.02M
12 %

2,938

WMT

WALMART INC

COM
$1M
12 %

9,000

LULU

LULULEMON ATHLETICA INC

COM
$986.47K
11 %

4,747

ON

ON SEMICONDUCTOR CORP

COM
$932.9K
11 %

17,228

VNM

VANECK ETF TRUST

VANECK VIETNAM
$919.18K
11 %

48,175

---

GLOBALFOUNDRIES INC

ORDINARY SHARES
$711.88K
8 %

20,386

CDW

CDW CORP

COM
$639.46K
7 %

4,695

GDXJ

VANECK ETF TRUST

JUNIOR GOLD MINE
$476.97K
6 %

4,192

---

TKO GROUP HOLDINGS INC

CL A
$259.58K
3 %

1,242

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