Alyeska Investment Group, L.P. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 23 quarters from 2012-09-30 to 2026-06-30, Alyeska Investment Group, L.P. opened 2,718 positions, added to 2,063, reduced 1,990 and sold out of 2,321.
- Q2 2026: Stock CRM; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock ANET; Country of operation United States; Class COM SHS; Shares before 0.
- Q2 2026: Stock SPOT; Country of operation —; Class SHS; Shares before 0.
- Q2 2026: Stock LITE; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1453072), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30); 2012-09-30 to 2013-06-30 (missing 2012-12-31, 2013-03-31).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 0 | 4,662,005 | +4,662,005 | $0 | $730,349,703 | +$730,349,703 | 2026-08-14 |
|---|
| Q2 2026 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 3,165,387 | +3,165,387 | $0 | $537,735,944 | +$537,735,944 | 2026-08-14 |
|---|
| Q2 2026 | SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 0 | 775,431 | +775,431 | $0 | $356,023,635 | +$356,023,635 | 2026-08-14 |
|---|
| Q2 2026 | LITE
LUMENTUM HLDGS INC | United States | COM | 0 | 225,032 | +225,032 | $0 | $193,090,958 | +$193,090,958 | 2026-08-14 |
|---|
| Q2 2026 | KRMN
KARMAN HLDGS INC | United States | COMMON STOCK | 0 | 3,584,479 | +3,584,479 | $0 | $178,937,192 | +$178,937,192 | 2026-08-14 |
|---|
| Q2 2026 | SNPS
SYNOPSYS INC | United States | COM | 0 | 398,350 | +398,350 | $0 | $177,691,985 | +$177,691,985 | 2026-08-14 |
|---|
| Q2 2026 | SBAC
SBA COMMUNICATIONS CORP | United States | CL A | 0 | 992,057 | +992,057 | $0 | $175,058,378 | +$175,058,378 | 2026-08-14 |
|---|
| Q2 2026 | CVS
CVS HEALTH CORP | United States | COM | 0 | 1,685,440 | +1,685,440 | $0 | $174,358,768 | +$174,358,768 | 2026-08-14 |
|---|
| Q2 2026 | SBUX
STARBUCKS CORP | United States | COM | 0 | 1,668,315 | +1,668,315 | $0 | $170,485,110 | +$170,485,110 | 2026-08-14 |
|---|
| Q2 2026 | PH
PARKER-HANNIFIN CORP | United States | COM | 0 | 165,536 | +165,536 | $0 | $161,914,072 | +$161,914,072 | 2026-08-14 |
|---|
| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 0 | 1,429,953 | +1,429,953 | $0 | $141,965,734 | +$141,965,734 | 2026-08-14 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 0 | 449,621 | +449,621 | $0 | $126,437,921 | +$126,437,921 | 2026-08-14 |
|---|
| Q2 2026 | CIEN
CIENA CORP | United States | COM NEW | 0 | 220,966 | +220,966 | $0 | $108,397,081 | +$108,397,081 | 2026-08-14 |
|---|
| Q2 2026 | A
AGILENT TECHNOLOGIES INC | United States | COM | 0 | 814,971 | +814,971 | $0 | $108,252,598 | +$108,252,598 | 2026-08-14 |
|---|
| Q2 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 0 | 1,176,080 | +1,176,080 | $0 | $106,717,499 | +$106,717,499 | 2026-08-14 |
|---|
| Q2 2026 | UDR
UDR INC | United States | COM | 0 | 2,665,782 | +2,665,782 | $0 | $106,418,017 | +$106,418,017 | 2026-08-14 |
|---|
| Q2 2026 | CCJ
CAMECO CORP | | COM | 0 | 1,040,878 | +1,040,878 | $0 | $106,023,833 | +$106,023,833 | 2026-08-14 |
|---|
| Q2 2026 | MDB
MONGODB INC | United States | CL A | 0 | 307,588 | +307,588 | $0 | $103,318,809 | +$103,318,809 | 2026-08-14 |
|---|
| Q2 2026 | WYNN
WYNN RESORTS LTD | United States | COM | 0 | 1,022,524 | +1,022,524 | $0 | $99,276,855 | +$99,276,855 | 2026-08-14 |
|---|
| Q2 2026 | CCL
CARNIVAL CORP LTD | United States | COMMON SHARES | 0 | 3,355,108 | +3,355,108 | $0 | $95,855,436 | +$95,855,436 | 2026-08-14 |
|---|
| Q2 2026 | MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 0 | 230,628 | +230,628 | $0 | $95,777,502 | +$95,777,502 | 2026-08-14 |
|---|
| Q2 2026 | VRT
VERTIV HOLDINGS CO | United States | COM CL A | 0 | 285,889 | +285,889 | $0 | $95,721,355 | +$95,721,355 | 2026-08-14 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 0 | 227,010 | +227,010 | $0 | $95,480,406 | +$95,480,406 | 2026-08-14 |
|---|
| Q2 2026 | INIO
INNIO NV | | ORDINARY SHARES | 0 | 2,273,091 | +2,273,091 | $0 | $89,900,749 | +$89,900,749 | 2026-08-14 |
|---|
| Q2 2026 | FAC
FACTORIAL ENERGY INC | United States | COM CL A | 0 | 7,196,266 | +7,196,266 | $0 | $84,915,939 | +$84,915,939 | 2026-08-14 |
|---|
| Q2 2026 | FN
FABRINET | | SHS | 0 | 147,498 | +147,498 | $0 | $82,905,676 | +$82,905,676 | 2026-08-14 |
|---|
| Q2 2026 | RMIX
SUNCRETE INC | United States | COM SHS CL A | 0 | 3,464,007 | +3,464,007 | $0 | $78,044,077 | +$78,044,077 | 2026-08-14 |
|---|
| Q2 2026 | FDX
FEDEX CORP | United States | COM | 0 | 249,009 | +249,009 | $0 | $77,972,188 | +$77,972,188 | 2026-08-14 |
|---|
| Q2 2026 | ASML
ASML HLDG NV | | N Y REGISTRY SHS | 0 | 38,434 | +38,434 | $0 | $76,462,137 | +$76,462,137 | 2026-08-14 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC | United States | COM | 0 | 104,742 | +104,742 | $0 | $75,728,466 | +$75,728,466 | 2026-08-14 |
|---|
| Q2 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 0 | 308,200 | +308,200 | $0 | $75,595,296 | +$75,595,296 | 2026-08-14 |
|---|
| Q2 2026 | HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 0 | 1,583,074 | +1,583,074 | $0 | $71,412,468 | +$71,412,468 | 2026-08-14 |
|---|
| Q2 2026 | SMCI
SUPER MICRO COMPUTER INC | United States | COM NEW | 0 | 2,409,339 | +2,409,339 | $0 | $70,665,913 | +$70,665,913 | 2026-08-14 |
|---|
| Q2 2026 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 0 | 201,767 | +201,767 | $0 | $68,275,935 | +$68,275,935 | 2026-08-14 |
|---|
| Q2 2026 | MAIR
MADISON AIR SOLUTIONS CORP | United States | COM SHS CL A | 0 | 1,728,497 | +1,728,497 | $0 | $67,411,383 | +$67,411,383 | 2026-08-14 |
|---|
| Q2 2026 | SUI
SUN CMNTYS INC | United States | COM | 0 | 557,257 | +557,257 | $0 | $66,820,687 | +$66,820,687 | 2026-08-14 |
|---|
| Q2 2026 | WCN
WASTE CONNECTIONS INC | | COM | 0 | 377,377 | +377,377 | $0 | $62,904,972 | +$62,904,972 | 2026-08-14 |
|---|
| Q2 2026 | LGN
LEGENCE CORP | United States | CL A | 0 | 724,393 | +724,393 | $0 | $61,740,015 | +$61,740,015 | 2026-08-14 |
|---|
| Q2 2026 | SEI
SOLARIS ENERGY INFRAS INC | United States | COM CL A | 0 | 761,755 | +761,755 | $0 | $61,290,807 | +$61,290,807 | 2026-08-14 |
|---|
| Q2 2026 | BOX
BOX INC | United States | CL A | 0 | 2,224,418 | +2,224,418 | $0 | $59,036,054 | +$59,036,054 | 2026-08-14 |
|---|
| Q2 2026 | FSLY
FASTLY INC | United States | CL A | 0 | 3,165,326 | +3,165,326 | $0 | $58,115,385 | +$58,115,385 | 2026-08-14 |
|---|
| Q2 2026 | PPG
PPG INDS INC | United States | COM | 0 | 467,754 | +467,754 | $0 | $56,733,883 | +$56,733,883 | 2026-08-14 |
|---|
| Q2 2026 | SAIA
SAIA INC | United States | COM | 0 | 133,439 | +133,439 | $0 | $56,199,169 | +$56,199,169 | 2026-08-14 |
|---|
| Q2 2026 | GFS
GLOBALFOUNDRIES INC | United States | ORDINARY SHARES | 0 | 659,990 | +659,990 | $0 | $54,389,776 | +$54,389,776 | 2026-08-14 |
|---|
| Q2 2026 | JBHT
HUNT J B TRANS SVCS INC | United States | COM | 0 | 186,679 | +186,679 | $0 | $54,030,503 | +$54,030,503 | 2026-08-14 |
|---|
| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 0 | 167,524 | +167,524 | $0 | $52,743,256 | +$52,743,256 | 2026-08-14 |
|---|
| Q2 2026 | BXDC
BLACKSTONE DIGITAL INFRASTRU | United States | COMMON STOCK | 0 | 2,400,975 | +2,400,975 | $0 | $51,933,089 | +$51,933,089 | 2026-08-14 |
|---|
| Q2 2026 | KMX
CARMAX INC | United States | COM | 0 | 957,980 | +957,980 | $0 | $50,667,562 | +$50,667,562 | 2026-08-14 |
|---|
| Q2 2026 | MSM
MSC INDL DIRECT INC | United States | CL A | 0 | 419,828 | +419,828 | $0 | $49,938,541 | +$49,938,541 | 2026-08-14 |
|---|
| Q2 2026 | EXPE
EXPEDIA GROUP INC | United States | COM NEW | 0 | 194,557 | +194,557 | $0 | $49,783,245 | +$49,783,245 | 2026-08-14 |
|---|
| Q2 2026 | SOLS
SOLSTICE ADVANCED MATLS INC | United States | COM SHS | 0 | 561,715 | +561,715 | $0 | $49,767,949 | +$49,767,949 | 2026-08-14 |
|---|
| Q2 2026 | BWXT
BWX TECHNOLOGIES INC | United States | COM | 0 | 255,328 | +255,328 | $0 | $49,699,595 | +$49,699,595 | 2026-08-14 |
|---|
| Q2 2026 | BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 0 | 1,063,448 | +1,063,448 | $0 | $47,695,643 | +$47,695,643 | 2026-08-14 |
|---|
| Q2 2026 | PCT
PURECYCLE TECHNOLOGIES INC | United States | COM | 0 | 5,708,362 | +5,708,362 | $0 | $46,294,816 | +$46,294,816 | 2026-08-14 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 0 | 1,093,206 | +1,093,206 | $0 | $46,286,342 | +$46,286,342 | 2026-08-14 |
|---|
| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 0 | 242,105 | +242,105 | $0 | $45,934,582 | +$45,934,582 | 2026-08-14 |
|---|
| Q2 2026 | TDC
TERADATA CORP DEL | United States | COM | 0 | 1,283,460 | +1,283,460 | $0 | $44,471,889 | +$44,471,889 | 2026-08-14 |
|---|
| Q2 2026 | PSUS
PERSHING SQUARE USA LTD | United States | COM SHS | 0 | 1,169,674 | +1,169,674 | $0 | $43,722,414 | +$43,722,414 | 2026-08-14 |
|---|
| Q2 2026 | MRLN
MERLIN INC | United States | COM | 0 | 7,402,996 | +7,402,996 | $0 | $42,123,047 | +$42,123,047 | 2026-08-14 |
|---|
| Q2 2026 | EQT
EQT CORP | United States | COM | 0 | 771,928 | +771,928 | $0 | $41,043,412 | +$41,043,412 | 2026-08-14 |
|---|
| Q2 2026 | S
SENTINELONE INC | United States | CL A | 0 | 2,383,635 | +2,383,635 | $0 | $40,450,286 | +$40,450,286 | 2026-08-14 |
|---|
| Q2 2026 | BPOP
POPULAR INC | United States | COM NEW | 0 | 240,796 | +240,796 | $0 | $39,533,887 | +$39,533,887 | 2026-08-14 |
|---|
| Q2 2026 | WSM
WILLIAMS SONOMA INC | United States | COM | 0 | 168,382 | +168,382 | $0 | $39,249,844 | +$39,249,844 | 2026-08-14 |
|---|
| Q2 2026 | AZO
AUTOZONE INC | United States | COM | 0 | 11,712 | +11,712 | $0 | $37,430,849 | +$37,430,849 | 2026-08-14 |
|---|
| Q2 2026 | NHP
NATIONAL HEALTHCARE PPTYS IN | United States | COM CLASS A | 0 | 2,544,543 | +2,544,543 | $0 | $37,277,555 | +$37,277,555 | 2026-08-14 |
|---|
| Q2 2026 | ELAN
ELANCO ANIMAL HEALTH INC | United States | COM | 0 | 1,498,380 | +1,498,380 | $0 | $36,875,132 | +$36,875,132 | 2026-08-14 |
|---|
| Q2 2026 | GMRS
GMR SOLUTIONS INC | United States | COM CL A | 0 | 2,381,425 | +2,381,425 | $0 | $36,816,831 | +$36,816,831 | 2026-08-14 |
|---|
| Q2 2026 | TNL
TRAVEL PLUS LEISURE CO | United States | COM | 0 | 470,940 | +470,940 | $0 | $35,993,944 | +$35,993,944 | 2026-08-14 |
|---|
| Q2 2026 | LTC
LTC PPTYS INC | United States | COM | 0 | 894,561 | +894,561 | $0 | $34,395,870 | +$34,395,870 | 2026-08-14 |
|---|
| Q2 2026 | CBRS
CEREBRAS SYSTEMS INC | United States | COM CL A | 0 | 152,247 | +152,247 | $0 | $33,646,587 | +$33,646,587 | 2026-08-14 |
|---|
| Q2 2026 | WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 0 | 84,203 | +84,203 | $0 | $32,961,264 | +$32,961,264 | 2026-08-14 |
|---|
| Q2 2026 | AESI
ATLAS ENERGY SOLUTIONS INC | United States | COM NEW | 0 | 1,983,643 | +1,983,643 | $0 | $32,948,310 | +$32,948,310 | 2026-08-14 |
|---|
| Q2 2026 | CBSH
COMMERCE BANCSHARES INC | United States | COM | 0 | 562,834 | +562,834 | $0 | $32,503,664 | +$32,503,664 | 2026-08-14 |
|---|
| Q2 2026 | CRH
CRH PLC | | ORD | 0 | 295,542 | +295,542 | $0 | $31,622,994 | +$31,622,994 | 2026-08-14 |
|---|
| Q2 2026 | SMA
SMARTSTOP SELF STORAG REIT I | United States | COMMON STOCK | 0 | 956,577 | +956,577 | $0 | $31,088,753 | +$31,088,753 | 2026-08-14 |
|---|
| Q2 2026 | BELFB
BEL FUSE INC | United States | CL B | 0 | 91,478 | +91,478 | $0 | $30,465,833 | +$30,465,833 | 2026-08-14 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 0 | 29,851 | +29,851 | $0 | $30,190,406 | +$30,190,406 | 2026-08-14 |
|---|
| Q2 2026 | TREX
TREX INC | United States | COM | 0 | 599,679 | +599,679 | $0 | $30,007,937 | +$30,007,937 | 2026-08-14 |
|---|
| Q2 2026 | QMCO
QUANTUM CORP | United States | COM | 0 | 2,653,928 | +2,653,928 | $0 | $29,193,208 | +$29,193,208 | 2026-08-14 |
|---|
| Q2 2026 | NOVT
NOVANTA INC | United States | COM | 0 | 178,571 | +178,571 | $0 | $28,971,359 | +$28,971,359 | 2026-08-14 |
|---|
| Q2 2026 | CSHR
COINSHARES PLC | | COM | 0 | 7,564,809 | +7,564,809 | $0 | $28,519,330 | +$28,519,330 | 2026-08-14 |
|---|
| Q2 2026 | LOGI
LOGITECH INTL S A | United States | SHS | 0 | 295,309 | +295,309 | $0 | $27,770,858 | +$27,770,858 | 2026-08-14 |
|---|
| Q2 2026 | VOYA
VOYA FINANCIAL INC | United States | COM | 0 | 300,000 | +300,000 | $0 | $27,159,000 | +$27,159,000 | 2026-08-14 |
|---|
| Q2 2026 | NSIT
INSIGHT ENTERPRISES INC | United States | COM | 0 | 218,405 | +218,405 | $0 | $26,601,729 | +$26,601,729 | 2026-08-14 |
|---|
| Q2 2026 | ENVA
ENOVA INTL INC | United States | COM | 0 | 106,963 | +106,963 | $0 | $25,749,203 | +$25,749,203 | 2026-08-14 |
|---|
| Q2 2026 | IREN
IREN LIMITED | | ORDINARY SHARES | 0 | 550,000 | +550,000 | $0 | $25,151,500 | +$25,151,500 | 2026-08-14 |
|---|
| Q2 2026 | MET
METLIFE INC | United States | COM | 0 | 293,172 | +293,172 | $0 | $24,805,283 | +$24,805,283 | 2026-08-14 |
|---|
| Q2 2026 | PPL
PPL CORP | United States | COM | 0 | 659,607 | +659,607 | $0 | $23,976,714 | +$23,976,714 | 2026-08-14 |
|---|
| Q2 2026 | TMUS
T-MOBILE US INC | United States | COM | 0 | 140,914 | +140,914 | $0 | $23,635,505 | +$23,635,505 | 2026-08-14 |
|---|
| Q2 2026 | IR
INGERSOLL RAND INC | United States | COM | 0 | 285,985 | +285,985 | $0 | $23,447,910 | +$23,447,910 | 2026-08-14 |
|---|
| Q2 2026 | ALLY
ALLY FINL INC | United States | COM | 0 | 502,039 | +502,039 | $0 | $23,068,692 | +$23,068,692 | 2026-08-14 |
|---|
| Q2 2026 | ETOR
ETORO GROUP LTD | | SHS CL A | 0 | 570,771 | +570,771 | $0 | $22,528,331 | +$22,528,331 | 2026-08-14 |
|---|
| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 0 | 53,893 | +53,893 | $0 | $21,948,463 | +$21,948,463 | 2026-08-14 |
|---|
| Q2 2026 | NXST
NEXSTAR MEDIA GROUP INC | United States | COMMON STOCK | 0 | 119,345 | +119,345 | $0 | $21,313,824 | +$21,313,824 | 2026-08-14 |
|---|
| Q2 2026 | PUMP
PROPETRO HLDG CORP | United States | COM | 0 | 1,416,763 | +1,416,763 | $0 | $20,316,381 | +$20,316,381 | 2026-08-14 |
|---|
| Q2 2026 | AVT
AVNET INC | United States | COM | 0 | 226,556 | +226,556 | $0 | $20,122,704 | +$20,122,704 | 2026-08-14 |
|---|
| Q2 2026 | AVEX
AEVEX CORP | United States | COM CL A | 0 | 952,774 | +952,774 | $0 | $19,903,449 | +$19,903,449 | 2026-08-14 |
|---|
| Q2 2026 | OHI
OMEGA HEALTHCARE INVS INC | United States | COM | 0 | 414,881 | +414,881 | $0 | $19,781,526 | +$19,781,526 | 2026-08-14 |
|---|
| Q2 2026 | KDK
KODIAK AI INC. | United States | COM | 0 | 3,846,153 | +3,846,153 | $0 | $19,538,457 | +$19,538,457 | 2026-08-14 |
|---|
| Q2 2026 | AMLX
AMYLYX PHARMACEUTICALS INC | United States | COM | 0 | 1,053,015 | +1,053,015 | $0 | $18,912,149 | +$18,912,149 | 2026-08-14 |
|---|