HEADLANDS TECHNOLOGIES LLC

PrivateCIK: 1570271
Location

CHICAGO, IL

712
Positions
$877.92M
Total AUM (reported)
26.92M
Total Shares

Allocation by class

TOTAL AUM$877.92M712 positions
COM$491.90M56.0%
CL A$44.90M5.1%
CAP STK CL A$29.68M3.4%
COM NEW$25.92M3.0%
COM CL A$22.86M2.6%
SPONSORED ADR$14.40M1.6%
SHS$13.43M1.5%

Portfolio Concentration

Top 311.1%4–1013.2%11–2513.3%Rest62.4%TOP 1024.3%0%100%
Top 3$97.27M11.1%
4–10$115.95M13.2%
11–25$116.95M13.3%
Rest$547.75M62.4%

Top 3 weight

11.1%

Top 10 weight

24.3%

Voting Authority Distribution

Total shares with voting rights: 26.92M

Sole

Full voting authority

26.92M

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)

Sole712
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings712
Rows:

MICRON TECHNOLOGY INC

SOLE
COM
Shares102.68K
TypeSH
Market value$34.69M
3.95%
Sole
102.68K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares88.49K
TypeSH
Market value$32.90M
3.75%
Sole
88.49K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares103.23K
TypeSH
Market value$29.68M
3.38%
Sole
103.23K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares70.88K
TypeSH
Market value$26.24M
2.99%
Sole
70.88K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares92.61K
TypeSH
Market value$19.29M
2.20%
Sole
92.61K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares150.42K
TypeSH
Market value$18.69M
2.13%
Sole
150.42K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares65.91K
TypeSH
Market value$13.64M
1.55%
Sole
65.91K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares475.06K
TypeSH
Market value$13.05M
1.49%
Sole
475.06K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares208.29K
TypeSH
Market value$12.76M
1.45%
Sole
208.29K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares154.51K
TypeSH
Market value$12.29M
1.40%
Sole
154.51K
Shared
0.00
None
0.00

STRATEGY INC

SOLE
CL A NEW
Shares94.17K
TypeSH
Market value$11.75M
1.34%
Sole
94.17K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares38.97K
TypeSH
Market value$11.18M
1.27%
Sole
38.97K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares48.11K
TypeSH
Market value$10.87M
1.24%
Sole
48.11K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares48.83K
TypeSH
Market value$9.95M
1.13%
Sole
48.83K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares123.63K
TypeSH
Market value$9.10M
1.04%
Sole
123.63K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares15.03K
TypeSH
Market value$8.98M
1.02%
Sole
15.03K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares58.96K
TypeSH
Market value$6.99M
0.80%
Sole
58.96K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares27.07K
TypeSH
Market value$6.87M
0.78%
Sole
27.07K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares108.17K
TypeSH
Market value$6.60M
0.75%
Sole
108.17K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares71.47K
TypeSH
Market value$6.60M
0.75%
Sole
71.47K
Shared
0.00
None
0.00

NASDAQ INC

SOLE
COM
Shares75.15K
TypeSH
Market value$6.38M
0.73%
Sole
75.15K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares73.89K
TypeSH
Market value$6.11M
0.70%
Sole
73.89K
Shared
0.00
None
0.00

ROSS STORES INC

SOLE
COM
Shares28.02K
TypeSH
Market value$6.07M
0.69%
Sole
28.02K
Shared
0.00
None
0.00

COINBASE GLOBAL INC

SOLE
COM CL A
Shares27.64K
TypeSH
Market value$4.83M
0.55%
Sole
27.64K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares41.01K
TypeSH
Market value$4.65M
0.53%
Sole
41.01K
Shared
0.00
None
0.00
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