EXODUSPOINT CAPITAL MANAGEMENT, LP

PrivateCIK: 1736225
Location

NEW YORK, NY

1390
Positions
$12.40B
Total AUM (reported)
212.97M
Total Shares

Allocation by class

TOTAL AUM$12.40B1390 positions
COM$8.83B71.2%
MSCI EMG MKT ETF$512.08M4.1%
CL A$440.81M3.6%
COM NEW$319.58M2.6%
IBOXX HI YD ETF$243.90M2.0%
SHS$238.56M1.9%
RUSSELL 2000 ETF$166.52M1.3%

Portfolio Concentration

Top 328.7%4–109.8%11–258.7%Rest52.7%TOP 1038.5%0%100%
Top 3$3.56B28.7%
4–10$1.22B9.8%
11–25$1.08B8.7%
Rest$6.54B52.7%

Top 3 weight

28.7%

Top 10 weight

38.5%

Voting Authority Distribution

Total shares with voting rights: 212.97M

Sole

Full voting authority

212.97M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole1390
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1390
Rows:

TESLA INC

SOLE
COM
Shares4.94M
TypeSH
Market value$1.83B
14.80%
Sole
4.94M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares6.95M
TypeSH
Market value$1.21B
9.78%
Sole
6.95M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EMG MKT ETF
Shares9.02M
TypeSH
Market value$512.08M
4.13%
Sole
9.02M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares3.06M
TypeSH
Market value$243.90M
1.97%
Sole
3.06M
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares366.63K
TypeSH
Market value$232.93M
1.88%
Sole
366.63K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares876.94K
TypeSH
Market value$182.64M
1.47%
Sole
876.94K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares683.63K
TypeSH
Market value$166.52M
1.34%
Sole
683.63K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
COM
Shares465.21K
TypeSH
Market value$152.76M
1.23%
Sole
465.21K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares4.40M
TypeSH
Market value$120.76M
0.97%
Sole
4.40M
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares201.93K
TypeSH
Market value$119.69M
0.97%
Sole
201.93K
Shared
0.00
None
0.00

PPL CORP

SOLE
COM
Shares2.65M
TypeSH
Market value$101.13M
0.82%
Sole
2.65M
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares831.58K
TypeSH
Market value$91.41M
0.74%
Sole
831.58K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares442.89K
TypeSH
Market value$90.26M
0.73%
Sole
442.89K
Shared
0.00
None
0.00

SOUTHERN CO

SOLE
COM
Shares834.96K
TypeSH
Market value$80.59M
0.65%
Sole
834.96K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares994.11K
TypeSH
Market value$78.97M
0.64%
Sole
994.11K
Shared
0.00
None
0.00

EVERGY INC

SOLE
COM
Shares959.42K
TypeSH
Market value$78.60M
0.63%
Sole
959.42K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares677.61K
TypeSH
Market value$76.14M
0.61%
Sole
677.61K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares1.39M
TypeSH
Market value$68.63M
0.55%
Sole
1.39M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares198.82K
TypeSH
Market value$67.17M
0.54%
Sole
198.82K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares228.29K
TypeSH
Market value$65.65M
0.53%
Sole
228.29K
Shared
0.00
None
0.00

OGE ENERGY CORP

SOLE
COM
Shares1.29M
TypeSH
Market value$61.87M
0.50%
Sole
1.29M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares163.18K
TypeSH
Market value$60.41M
0.49%
Sole
163.18K
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares766.68K
TypeSH
Market value$59.10M
0.48%
Sole
766.68K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
COM
Shares194.96K
TypeSH
Market value$55.95M
0.45%
Sole
194.96K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares445.65K
TypeSH
Market value$46.85M
0.38%
Sole
445.65K
Shared
0.00
None
0.00
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