Gyon Technologies Capital Management, LP — Q2 2021 13F Holdings

Name: Gyon Technologies Capital Management, LP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001790782

Total reported value

—

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 341 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.15%	—	+18.55%
2	PYPL	Paypal Holdings INC	Stock-Financials	1.14%	—	+173.04%
3	AYI	Acuity INC	Stock-Industrials	1.11%	—	—
4	HWM	Howmet Aerospace INC	Stock-Industrials	1.11%	—	+59.89%
5	MHK	Mohawk Industries INC	Stock-Consumer Disc	1.05%	—	—
6	PFE	Pfizer INC	Stock-Healthcare	1.05%	—	+193.01%
7	MRVL	Marvell Technology INC	Stock-Tech	1.00%	—	—
8	META	Meta Platforms Inc-class A	Stock-Comm Services	0.98%	—	+53.23%
9	BIIB	Biogen INC	Stock-Healthcare	0.96%	—	+700.19%
10	MDT	Medtronic plc	Stock-Healthcare	0.94%	—	+65.86%
11	ORI	Old Republic Intl CORP	Stock-Financials	0.88%	—	+264.65%
12	CRM	Salesforce INC	Stock-Tech	0.88%	—	+466.58%
13	NUVAGBP	Nuvasive INC	Stock-Other	0.87%	—	+168.04%
14	TER	Teradyne INC	Stock-Tech	0.86%	—	—
15	BRO	Brown & Brown INC	Stock-Financials	0.84%	—	+284.44%
16	HOG	Harley-davidson INC	Stock-Consumer Disc	0.83%	—	—
17	AZO	Autozone INC	Stock-Consumer Disc	0.83%	—	+355.62%
18	BLDR	Builders Firstsource INC	Stock-Industrials	0.82%	—	+733.15%
19	CB	Chubb Limited	Stock-Financials	0.80%	—	—
20	KO	The Coca-Cola Company	Stock-Consumer Staples	0.78%	—	+83.13%
21	AIZ	Assurant INC	Stock-Financials	0.78%	—	-0.71%
22	UBER	Uber Technologies INC	Stock-Industrials	0.78%	—	+161.05%
23	AMD	Advanced Micro Devices	Stock-Tech	0.77%	—	—
24	XPO	Xpo INC	Stock-Industrials	0.75%	—	+396.18%
25	MRK	Merck & Co. INC.	Stock-Healthcare	0.74%	—	+42.49%
26	FNV	Franco-nevada CORP	Stock-Materials	0.73%	—	—
27	ALGN	Align Technology INC	Stock-Healthcare	0.73%	—	+286.39%
28	XYZ	Block INC	Stock-Financials	0.73%	—	+196.83%
29	ZM	Zoom Communications INC	Stock-Tech	0.73%	—	—
30	AMP	Ameriprise Financial INC	Stock-Financials	0.73%	—	—
31	MKL	Markel Group INC	Stock-Financials	0.72%	—	+292.42%
32	IT	Gartner INC	Stock-Tech	0.72%	—	+335.03%
33	YUSD	Alleghany CORP	Stock-Other	0.72%	—	—
34	CZR	Caesars Entertainment INC	Stock-Consumer Disc	0.71%	—	-17.00%
35	VALE	Vale Sa-sp Adr	Stock-Materials	0.70%	—	—
36	MT	Arcelormittal-ny Registered	Stock-Other	0.70%	—	+265.90%
37	AZEK	Azek Co Inc/the	Stock-Other	0.70%	—	—
38	UTHR	United Therapeutics CORP	Stock-Healthcare	0.70%	—	+117.10%
39	MGA	Magna International INC	Stock-Consumer Disc	0.69%	—	+767.97%
40	PACWUSD	Pacwest Bancorp	Stock-Other	0.68%	—	+188.99%
41	WOO	Foot Locker INC	Stock-Other	0.67%	—	+203.40%
42	MMSI	Merit Medical Systems INC	Stock-Healthcare	0.67%	—	-14.99%
43	XLP	Ss Consumer Staples Sel Sect	ETF-Other	0.66%	—	-25.67%
44	STT	State Street CORP	Stock-Financials	0.66%	—	+282.88%
45	AA	Alcoa CORP	Stock-Materials	0.66%	—	+338.92%
46	XLRN	Acceleron Pharma INC	Stock-Other	0.66%	—	+510.29%
47	XLF	Ss Financial Select Sector	ETF-Other	0.64%	—	+173.62%
48	EWBC	East West Bancorp INC	Stock-Financials	0.62%	—	—
49	HIG	Hartford Insurance Group INC	Stock-Financials	0.62%	—	+4.02%
50	HLI	Houlihan Lokey INC	Stock-Financials	0.62%	—	-5.06%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Gyon Technologies Capital Management, LP for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AMZN	Amazon.com INC	—	EXIT	Sold out
2	MU	Micron Technology INC	—	EXIT	Sold out
3	XLP	Ss Consumer Staples Sel Sect	—	EXIT	Sold out
4	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
5	BALL	Ball CORP	—	EXIT	Sold out
6	LNC	Lincoln National CORP	—	EXIT	Sold out
7	PCT	Purecycle Technologies INC	—	EXIT	Sold out
8	STL	Sterling Bancorp/de	—	EXIT	Sold out
9	MMSI	Merit Medical Systems INC	—	EXIT	Sold out
10	HO1	Hologic INC	—	EXIT	Sold out
11	CZR	Caesars Entertainment INC	—	EXIT	Sold out
12	AIZ	Assurant INC	—	EXIT	Sold out
13	AQUAUSD	Evoqua Water Technologies Co	—	EXIT	Sold out
14	HRC	Hill-rom Holdings INC	—	EXIT	Sold out
15	RETAEUR	Reata Pharmaceuticals Inc-a	—	EXIT	Sold out
16	GS	Goldman Sachs Group INC	—	EXIT	Sold out
17	HWM	Howmet Aerospace INC	—	EXIT	Sold out
18	HIG	Hartford Insurance Group INC	—	EXIT	Sold out
19	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
20	INCY	Incyte CORP	—	EXIT	Sold out
21	✓	Bancorpsouth INC	—	EXIT	Sold out
22	ETN	Eaton Corporation plc	—	EXIT	Sold out
23	MDT	Medtronic plc	—	EXIT	Sold out
24	META	Meta Platforms Inc-class A	—	EXIT	Sold out
25	HLI	Houlihan Lokey INC	—	EXIT	Sold out
26	MRK	Merck & Co. INC.	—	EXIT	Sold out
27	INGN	Inogen INC	—	EXIT	Sold out
28	MA	Mastercard INC - A	—	EXIT	Sold out
29	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
30	AAMI	Acadian Asset Management INC	—	EXIT	Sold out
31	HSY	Hershey Co/the	—	EXIT	Sold out
32	LW	Lamb Weston Holdings INC	—	EXIT	Sold out
33	AXNX*	Axonics INC	—	EXIT	Sold out
34	GD	General Dynamics CORP	—	EXIT	Sold out
35	CSIIEUR	Cardiovascular Systems INC	—	EXIT	Sold out
36	VNT	Vontier CORP	—	EXIT	Sold out
37	KO	The Coca-Cola Company	—	EXIT	Sold out
38	MCD	Mcdonald's CORP	—	EXIT	Sold out
39	BDX	Becton Dickinson And Co	—	EXIT	Sold out
40	KBR	Kbr INC	—	EXIT	Sold out
41	SIMO	Silicon Motion Technol-adr	—	EXIT	Sold out
42	PYPL	Paypal Holdings INC	—	EXIT	Sold out
43	GILD	Gilead Sciences INC	—	EXIT	Sold out
44	DG	Dollar General CORP	—	EXIT	Sold out
45	EQH	Equitable Holdings INC	—	EXIT	Sold out
46	DUK	Duke Energy CORP	—	EXIT	Sold out
47	PFE	Pfizer INC	—	EXIT	Sold out
48	IONS	Ionis Pharmaceuticals INC	—	EXIT	Sold out
49	JNJ	Johnson & Johnson	—	EXIT	Sold out
50	ODFL	Old Dominion Freight Line	—	EXIT	Sold out