SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Qsemble Capital Management, LP

CIK 0001766159 · 1 ROCKEFELLER PLAZA, SUITE 2304, NEW YORK, NY, 10020 · 6468133501

Reported Value
$527M
Q2 2024
Positions
405
Filings on Record
14
2019–present window
Filed
Aug 7, 2024
original filing

Summary

Qsemble Capital Management, Lp reported $527M in U.S.-listed holdings across 405 positions for Q2 2024.

Its largest position, PYPL, represents 1.1% of the portfolio.

Compared with Q1 2024, the fund opened 208 new positions and exited 197.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $143.9BQ4 ’22Q1 ’23: $148MQ2 ’23: $141MQ2 ’23Q3 ’23: $535MQ4 ’23: $399MQ4 ’23Q1 ’24: $457MQ2 ’24: $527MQ2 ’24Q3 ’24: $543MQ4 ’24: $751MQ4 ’24Q1 ’25: $941MQ2 ’25: $1.0BQ2 ’25Q3 ’25: $1.0BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.3Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 94.1%Other: 5.9%
  • Common Stock · 94.1% · $496M
  • Other · 5.9% · $31M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B430May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B465Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B434Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B410Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$941M418May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$751M371Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$543M357Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$527M405Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$457M394May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$399M334Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$535M313Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$141M197Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$148M227May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$143.9B214Feb 9, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.