13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001446179
Total reported value
$5.3B
$5.3B
1064 檔
23.8%
During the Q4 2024 filing period, Susquehanna Fundamental Investments, LLC (CIK: 0001446179) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 1064 reported positions.
In Q4 2024, Susquehanna Fundamental Investments, LLC displayed an active expansion posture, initiating 66 new positions and adding to 76 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including V, JPM, TSLA) accounted for 23.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
V
市值: $1.0B
Top Position Liquidated / Trimmed
CRWD
前期市值: $43.1M
Showing top 200 holdings (of 1064 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 14.84% | -0.82% | — | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.80% | — | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.06% | NEW | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 0.69% | +0.02% | NEW | |
| 5 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.68% | +0.13% | — | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | — | -25.52% | |
| 7 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.62% | — | -20.73% | |
| 8 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | +0.10% | NEW | |
| 9 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.59% | -0.02% | +12.39% | |
| 10 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.58% | — | -1.30% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | — | +73.42% | |
| 12 | MMM | 3m Co | Stock-Industrials | 0.58% | — | -7.11% | |
| 13 | PLD | Prologis Inc | Stock-Real Estate | 0.57% | +0.01% | NEW | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | — | +315.49% | |
| 15 | AON | Aon plc | Stock-Financials | 0.54% | -0.87% | EXIT | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | — | +28.42% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.53% | — | +6.13% | |
| 18 | C | Citigroup Inc | Stock-Financials | 0.52% | +0.01% | NEW | |
| 19 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.52% | — | — | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 0.52% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | — | +515.88% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 0.52% | — | -2.82% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.50% | +0.44% | +159.66% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 0.50% | — | +122.49% | |
| 25 | CRH | CRH plc | Stock-Materials | 0.50% | +0.44% | NEW | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | +0.36% | NEW | |
| 27 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.49% | — | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | +0.22% | NEW | |
| 29 | PCAR | Paccar Inc | Stock-Industrials | 0.47% | -0.94% | -17.67% | |
| 30 | SLB | Slb LTD | Stock-Energy | 0.47% | — | — | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 32 | RY | Royal Bank Of Canada | Stock-Financials | 0.46% | -0.18% | +644.66% | |
| 33 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.44% | — | +3.14% | |
| 34 | ETR | Entergy CORP | Stock-Utilities | 0.43% | — | +120.69% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.42% | — | -1.26% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.40% | — | -5.55% | |
| 37 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 0.40% | -1.18% | — | |
| 38 | STT | State Street CORP | Stock-Financials | 0.40% | -0.03% | +9.72% | |
| 39 | NEM | Newmont CORP | Stock-Materials | 0.40% | +0.06% | NEW | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.40% | — | +343.80% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.39% | — | — | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.39% | — | +35.40% | |
| 43 | KR | Kroger Co | Stock-Consumer Staples | 0.39% | — | -3.94% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.39% | +1.05% | NEW | |
| 45 | MFC | Manulife Financial CORP | Stock-Financials | 0.38% | +0.02% | -2.81% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | +0.65% | NEW | |
| 47 | EQT | Eqt CORP | Stock-Energy | 0.38% | — | +20.92% | |
| 48 | ADSK | Autodesk Inc | Stock-Tech | 0.37% | -0.22% | +44.99% | |
| 49 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.37% | — | +192.54% | |
| 50 | VICI | Vici Properties Inc | Stock-Real Estate | 0.37% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +14.8% | NEW | New buy |
| 2 | PYPL | Paypal Holdings Inc | +0.7% | NEW | New buy |
| 3 | EPD | Enterprise Products Partners | +0.5% | NEW | New buy |
| 4 | EW | Edwards Lifesciences CORP | +0.5% | NEW | New buy |
| 5 | MRK | Merck & Co. Inc. | +0.5% | NEW | New buy |
| 6 | SLB | Slb LTD | +0.5% | NEW | New buy |
| 7 | TJX | Tjx Companies Inc | +0.5% | NEW | New buy |
| 8 | AON | Aon plc | +0.4% | +645.32% | Add |
| 9 | CM | Can Imperial Bk Of Commerce | +0.4% | NEW | New buy |
| 10 | NEM | Newmont CORP | +0.4% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.4% | +515.88% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.4% | NEW | New buy |
| 13 | SNOW | Snowflake Inc | +0.4% | NEW | New buy |
| 14 | IBM | Intl Business Machines CORP | +0.4% | +315.49% | Add |
| 15 | RY | Royal Bank Of Canada | +0.4% | +644.66% | Add |
| 16 | VICI | Vici Properties Inc | +0.4% | NEW | New buy |
| 17 | APH | Amphenol Corp-cl A | +0.4% | NEW | New buy |
| 18 | QCOM | Qualcomm Inc | +0.3% | +3521.42% | Add |
| 19 | ET | Energy Transfer LP | +0.3% | NEW | New buy |
| 20 | EXC | Exelon CORP | +0.3% | NEW | New buy |
| 21 | BX | Blackstone Inc | +0.3% | +159.66% | Add |
| 22 | CLX | Clorox Company | +0.3% | NEW | New buy |
| 23 | VLO | Valero Energy CORP | +0.3% | NEW | New buy |
| 24 | MCK | Mckesson CORP | +0.3% | +343.80% | Add |
| 25 | DOW | Dow Inc | +0.3% | +571.72% | Add |
| 26 | DXCM | Dexcom Inc | +0.3% | +819.86% | Add |
| 27 | RKLB | Rocket Lab Corporation | +0.2% | +896.07% | Add |
| 28 | ADP | Automatic Data Processing | +0.2% | NEW | New buy |
| 29 | OKTA | Okta Inc | +0.2% | NEW | New buy |
| 30 | SLF | Sun Life Financial Inc | +0.2% | +349.50% | Add |
| 31 | ETN | Eaton Corporation plc | +0.2% | +643.88% | Add |
| 32 | NBIX | Neurocrine Biosciences Inc | +0.2% | +3003.14% | Add |
| 33 | INCY | Incyte CORP | +0.2% | NEW | New buy |
| 34 | AZO | Autozone Inc | +0.2% | +355.33% | Add |
| 35 | JEF | Jefferies Financial Group In | +0.2% | +219.75% | Add |
| 36 | YUM | Yum! Brands Inc | +0.2% | NEW | New buy |
| 37 | MET | Metlife Inc | +0.2% | NEW | New buy |
| 38 | BNTX | Biontech Se-adr | +0.2% | NEW | New buy |
| 39 | BG | Bunge Global SA | +0.2% | NEW | New buy |
| 40 | MBLY | Mobileye Global Inc-a | +0.2% | NEW | New buy |
| 41 | VEEV | Veeva Systems Inc-class A | +0.2% | +192.54% | Add |
| 42 | TWLO | Twilio Inc - A | +0.2% | +157.55% | Add |
| 43 | PSA | Public Storage | +0.2% | +572.30% | Add |
| 44 | CHTR | Charter Communications Inc-a | +0.2% | +692.00% | Add |
| 45 | PRU | Prudential Financial Inc | +0.2% | NEW | New buy |
| 46 | JKHY | Jack Henry & Associates Inc | +0.2% | NEW | New buy |
| 47 | AME | Ametek Inc | +0.2% | +229.85% | Add |
| 48 | EXPE | Expedia Group Inc | +0.2% | NEW | New buy |
| 49 | EXK | Exact Sciences CORP | +0.2% | NEW | New buy |
| 50 | WBA | Walgreens Boots Alliance Inc | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Susquehanna Fundamental Investments, LLC reported a total U.S. public equity portfolio value of $5.3B across 1064 disclosed positions in Q4 2024.
During Q4 2024, Susquehanna Fundamental Investments, LLC's top holdings by market value included V (14.8%)、JPM (1.0%)、TSLA (0.8%). The largest single position, V, represented 14.8% of total portfolio value.
In Q4 2024, Susquehanna Fundamental Investments, LLC made 196 total portfolio adjustments, initiating 66 new buys, adding to 76 positions, trimming 31 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.