QSEMBLE CAPITAL MANAGEMENT, LP

PrivateCIK: 1766159
Location

NEW YORK, NY

430
Positions
$1.31B
Total AUM (reported)
20.47M
Total Shares

Allocation by class

TOTAL AUM$1.31B430 positions
COM$943.62M72.1%
CL A$82.30M6.3%
COM NEW$70.79M5.4%
COM CL A$33.83M2.6%
COM SHS$33.29M2.5%
SHS$24.52M1.9%
COMMON STOCK$15.57M1.2%

Portfolio Concentration

Top 33.2%4–106.9%11–2513.0%Rest76.9%TOP 1010.1%0%100%
Top 3$42.19M3.2%
4–10$89.81M6.9%
11–25$169.81M13.0%
Rest$1.01B76.9%

Top 3 weight

3.2%

Top 10 weight

10.1%

Voting Authority Distribution

Total shares with voting rights: 20.47M

Sole

Full voting authority

20.47M

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)

Sole430
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings430
Rows:

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares14.82K
TypeSH
Market value$14.77M
1.13%
Sole
14.82K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares225.87K
TypeSH
Market value$14.17M
1.08%
Sole
225.87K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares23.17K
TypeSH
Market value$13.25M
1.01%
Sole
23.17K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares115.68K
TypeSH
Market value$13.12M
1.00%
Sole
115.68K
Shared
0.00
None
0.00

COPART INC

SOLE
COM
Shares392.87K
TypeSH
Market value$13.04M
1.00%
Sole
392.87K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM NEW
Shares172.77K
TypeSH
Market value$13.00M
0.99%
Sole
172.77K
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares67.49K
TypeSH
Market value$12.80M
0.98%
Sole
67.49K
Shared
0.00
None
0.00

OCCIDENTAL PETE CORP

SOLE
COM
Shares195.87K
TypeSH
Market value$12.73M
0.97%
Sole
195.87K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares34.03K
TypeSH
Market value$12.60M
0.96%
Sole
34.03K
Shared
0.00
None
0.00

DEVON ENERGY CORP NEW

SOLE
COM
Shares248.86K
TypeSH
Market value$12.52M
0.96%
Sole
248.86K
Shared
0.00
None
0.00

PNC FINL SVCS GROUP INC

SOLE
COM
Shares57.89K
TypeSH
Market value$12.05M
0.92%
Sole
57.89K
Shared
0.00
None
0.00

AGILENT TECHNOLOGIES INC

SOLE
COM
Shares104.53K
TypeSH
Market value$11.91M
0.91%
Sole
104.53K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares240.25K
TypeSH
Market value$11.71M
0.89%
Sole
240.25K
Shared
0.00
None
0.00

INTERACTIVE BROKERS GROUP IN

SOLE
COM CL A
Shares173.63K
TypeSH
Market value$11.65M
0.89%
Sole
173.63K
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares156.02K
TypeSH
Market value$11.62M
0.89%
Sole
156.02K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares63.41K
TypeSH
Market value$11.57M
0.88%
Sole
63.41K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares118.71K
TypeSH
Market value$11.44M
0.87%
Sole
118.71K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares86.44K
TypeSH
Market value$11.32M
0.86%
Sole
86.44K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares32.16K
TypeSH
Market value$11.32M
0.86%
Sole
32.16K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC

SOLE
COM
Shares48.99K
TypeSH
Market value$11.29M
0.86%
Sole
48.99K
Shared
0.00
None
0.00

ALTRIA GROUP INC

SOLE
COM
Shares170.87K
TypeSH
Market value$11.28M
0.86%
Sole
170.87K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares56.40K
TypeSH
Market value$11.18M
0.85%
Sole
56.40K
Shared
0.00
None
0.00

PERMIAN RESOURCES CORP

SOLE
CLASS A COM
Shares506.46K
TypeSH
Market value$10.80M
0.82%
Sole
506.46K
Shared
0.00
None
0.00

APA CORPORATION

SOLE
COM
Shares244.03K
TypeSH
Market value$10.36M
0.79%
Sole
244.03K
Shared
0.00
None
0.00

SS&C TECH HLDGS

SOLE
COM
Shares152.72K
TypeSH
Market value$10.32M
0.79%
Sole
152.72K
Shared
0.00
None
0.00
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