SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

PrivateCIK: 1446179
Location

BALA CYNWYD, PA

468
Positions
$2.67B
Total AUM (reported)
53.75M
Total Shares

Allocation by class

TOTAL AUM$2.67B468 positions
COM$1.91B71.6%
CL A$194.81M7.3%
COM CL A$118.97M4.5%
COM NEW$118.56M4.4%
SHS$79.96M3.0%
COM SHS$63.36M2.4%
SHS CL A$35.71M1.3%

Portfolio Concentration

Top 36.8%4–1014.3%11–2519.7%Rest59.2%TOP 1021.1%0%100%
Top 3$182.61M6.8%
4–10$381.14M14.3%
11–25$525.20M19.7%
Rest$1.58B59.2%

Top 3 weight

6.8%

Top 10 weight

21.1%

Voting Authority Distribution

Total shares with voting rights: 53.75M

Sole

Full voting authority

53.75M

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)

Sole468
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings468
Rows:

MICROSOFT CORP

SOLE
COM
Shares165.45K
TypeSH
Market value$61.24M
2.30%
Sole
165.45K
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares250.72K
TypeSH
Market value$60.94M
2.28%
Sole
250.72K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares199.90K
TypeSH
Market value$60.42M
2.26%
Sole
199.90K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares549.75K
TypeSH
Market value$57.48M
2.15%
Sole
549.75K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares279.28K
TypeSH
Market value$56.74M
2.13%
Sole
279.28K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares129.61K
TypeSH
Market value$56.54M
2.12%
Sole
129.61K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares189.19K
TypeSH
Market value$55.88M
2.09%
Sole
189.19K
Shared
0.00
None
0.00

TRUIST FINL CORP

SOLE
COM
Shares1.15M
TypeSH
Market value$52.78M
1.98%
Sole
1.15M
Shared
0.00
None
0.00

FASTENAL CO

SOLE
COM
Shares1.10M
TypeSH
Market value$50.90M
1.91%
Sole
1.10M
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares43.85K
TypeSH
Market value$50.82M
1.91%
Sole
43.85K
Shared
0.00
None
0.00

CANADIAN IMPERIAL BANK OF CO

SOLE
COM
Shares522K
TypeSH
Market value$49.46M
1.85%
Sole
522K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares673.06K
TypeSH
Market value$48.41M
1.81%
Sole
673.06K
Shared
0.00
None
0.00

CAMECO CORP

SOLE
COM
Shares411.40K
TypeSH
Market value$44.68M
1.67%
Sole
411.40K
Shared
0.00
None
0.00

PACCAR INC

SOLE
COM
Shares370.92K
TypeSH
Market value$42.84M
1.61%
Sole
370.92K
Shared
0.00
None
0.00

METLIFE INC

SOLE
COM
Shares515.41K
TypeSH
Market value$36.45M
1.37%
Sole
515.41K
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares146.74K
TypeSH
Market value$35.13M
1.32%
Sole
146.74K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares104.53K
TypeSH
Market value$34.07M
1.28%
Sole
104.53K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares80.23K
TypeSH
Market value$33.44M
1.25%
Sole
80.23K
Shared
0.00
None
0.00

KEYCORP

SOLE
COM
Shares1.56M
TypeSH
Market value$31.21M
1.17%
Sole
1.56M
Shared
0.00
None
0.00

VERALTO CORP

SOLE
COM SHS
Shares344.32K
TypeSH
Market value$30.44M
1.14%
Sole
344.32K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares129.27K
TypeSH
Market value$29.71M
1.11%
Sole
129.27K
Shared
0.00
None
0.00

CNH INDL N V

SOLE
SHS
Shares2.53M
TypeSH
Market value$27.81M
1.04%
Sole
2.53M
Shared
0.00
None
0.00

MOTOROLA SOLUTIONS INC

SOLE
COM NEW
Shares63.52K
TypeSH
Market value$27.57M
1.03%
Sole
63.52K
Shared
0.00
None
0.00

INGERSOLL RAND INC

SOLE
COM
Shares341.32K
TypeSH
Market value$27.35M
1.03%
Sole
341.32K
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares442.56K
TypeSH
Market value$26.63M
1.00%
Sole
442.56K
Shared
0.00
None
0.00
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