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
468 檔
5.6%
As reported in its official Q1 2026 Form 13F filing, Susquehanna Fundamental Investments, LLC's tracked investment portfolio stood at $5.3B with 468 total positions.
In Q1 2026, Susquehanna Fundamental Investments, LLC adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 72 holdings to manage risk exposure.
Showing top 200 holdings (of 468 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -1.02% | — | |
| 2 | ADBE | Adobe Inc | Stock-Tech | 2.28% | -2.18% | +79.37% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 2.26% | -0.82% | — | |
| 4 | NOW | Servicenow Inc | Stock-Tech | 2.15% | -2.15% | EXIT | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 2.13% | -0.76% | +29.63% | |
| 6 | MCO | Moody's CORP | Stock-Financials | 2.12% | -0.98% | +927.15% | |
| 7 | CME | Cme Group Inc | Stock-Financials | 2.09% | -1.27% | +4.37% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 1.98% | -0.99% | +2533.76% | |
| 9 | FAST | Fastenal Co | Stock-Industrials | 1.91% | -1.12% | +33.16% | |
| 10 | TDG | Transdigm Group Inc | Stock-Industrials | 1.91% | -0.64% | +1163.05% | |
| 11 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.85% | -1.18% | +4.50% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 1.81% | -0.39% | +740.13% | |
| 13 | CCJ | Cameco CORP | Stock-Energy | 1.67% | -1.59% | — | |
| 14 | PCAR | Paccar Inc | Stock-Industrials | 1.61% | -0.94% | +2.83% | |
| 15 | MET | Metlife Inc | Stock-Financials | 1.37% | -0.55% | — | |
| 16 | ADSK | Autodesk Inc | Stock-Tech | 1.32% | -0.22% | +8125.22% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.28% | +0.04% | -2.63% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.25% | -0.04% | +110.91% | |
| 19 | KEY | Keycorp | Stock-Financials | 1.17% | -0.38% | — | |
| 20 | VLTO | Veralto CORP | Stock-Industrials | 1.14% | -0.67% | +1240.49% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.11% | +0.25% | +54.40% | |
| 22 | CNH | CNH Industrial N.V. | Stock-Industrials | 1.04% | -0.57% | — | |
| 23 | MSI | Motorola Solutions Inc | Stock-Tech | 1.03% | -0.71% | -35.71% | |
| 24 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.03% | -0.58% | +29.07% | |
| 25 | XYZ | Block Inc | Stock-Financials | 1.00% | -0.37% | — | |
| 26 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.93% | +0.32% | — | |
| 27 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.93% | +0.13% | -11.90% | |
| 28 | LII | Lennox International Inc | Stock-Industrials | 0.87% | -0.33% | -8.40% | |
| 29 | AON | Aon plc | Stock-Financials | 0.87% | -0.87% | EXIT | |
| 30 | GWRE | Guidewire Software Inc | Stock-Tech | 0.86% | -0.63% | — | |
| 31 | CNQ | Canadian Natural Resources | Stock-Energy | 0.85% | -0.02% | — | |
| 32 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.81% | -0.35% | — | |
| 33 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.80% | -0.30% | — | |
| 34 | RY | Royal Bank Of Canada | Stock-Financials | 0.80% | -0.18% | +20.39% | |
| 35 | SU | Suncor Energy Inc | Stock-Energy | 0.76% | -0.45% | +45.52% | |
| 36 | WAB | Wabtec CORP | Stock-Industrials | 0.76% | -0.03% | -23.92% | |
| 37 | STLD | Steel Dynamics Inc | Stock-Materials | 0.67% | -0.67% | EXIT | |
| 38 | TRU | Transunion | Stock-Financials | 0.67% | -0.37% | +44.35% | |
| 39 | VRSN | Verisign Inc | Stock-Tech | 0.65% | -0.32% | -44.07% | |
| 40 | OC | Owens Corning | Stock-Industrials | 0.65% | -0.19% | — | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.64% | -0.38% | -55.93% | |
| 42 | IOT | Samsara Inc-cl A | Stock-Tech | 0.64% | -0.26% | — | |
| 43 | GE | General Electric | Stock-Industrials | 0.63% | +0.87% | — | |
| 44 | DT | Dynatrace Inc | Stock-Tech | 0.62% | -0.09% | +302.75% | |
| 45 | NTNX | Nutanix Inc - A | Stock-Tech | 0.60% | -0.12% | — | |
| 46 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.56% | -0.14% | +12.48% | |
| 47 | OMF | Onemain Holdings Inc | Stock-Financials | 0.55% | -0.34% | +15.96% | |
| 48 | AL | Air Lease CORP | Stock-Other | 0.54% | -0.54% | EXIT | |
| 49 | TOST | Toast Inc-class A | Stock-Tech | 0.54% | -0.08% | — | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.53% | -0.53% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFC | Truist Financial CORP | +1.9% | +2533.76% | Add |
| 2 | MCO | Moody's CORP | +1.9% | +927.15% | Add |
| 3 | TDG | Transdigm Group Inc | +1.8% | +1163.05% | Add |
| 4 | UBER | Uber Technologies Inc | +1.6% | +740.13% | Add |
| 5 | ADSK | Autodesk Inc | +1.3% | +8125.22% | Add |
| 6 | VLTO | Veralto CORP | +1.1% | +1240.49% | Add |
| 7 | FAST | Fastenal Co | +0.8% | +33.16% | Add |
| 8 | TT | Trane Technologies plc | +0.8% | +110.91% | Add |
| 9 | ADBE | Adobe Inc | +0.6% | +79.37% | Add |
| 10 | AON | Aon plc | +0.6% | +187.39% | Add |
| 11 | WM | Waste Management Inc | +0.5% | +54.40% | Add |
| 12 | DT | Dynatrace Inc | +0.5% | +302.75% | Add |
| 13 | SU | Suncor Energy Inc | +0.4% | +45.52% | Add |
| 14 | TTAN | Servicetitan Inc-a | +0.4% | +1003.46% | Add |
| 15 | CME | Cme Group Inc | +0.4% | +4.37% | Add |
| 16 | CCJ | Cameco CORP | +0.4% | — | Unchanged |
| 17 | CRBG | Corebridge Financial Inc | +0.4% | +1265.88% | Add |
| 18 | CCC | Ccc Intelligent Solutions Ho | +0.4% | +1037.45% | Add |
| 19 | BMO | Bank Of Montreal | +0.4% | +373.94% | Add |
| 20 | OKTA | Okta Inc | +0.4% | +250.32% | Add |
| 21 | KNSL | Kinsale Capital Group Inc | +0.4% | +220.34% | Add |
| 22 | RELY | Remitly Global Inc | +0.3% | +574.87% | Add |
| 23 | WRB | Wr Berkley CORP | +0.3% | +265.48% | Add |
| 24 | IR | Ingersoll-rand Inc | +0.3% | +29.07% | Add |
| 25 | CM | Can Imperial Bk Of Commerce | +0.3% | +4.50% | Add |
| 26 | ENPH | Enphase Energy Inc | +0.3% | +412.62% | Add |
| 27 | ARW | Arrow Electronics Inc | +0.3% | +102.92% | Add |
| 28 | PJT | Pjt Partners Inc - A | +0.3% | +1092.42% | Add |
| 29 | HLNE | Hamilton Lane Inc-class A | +0.3% | +145.86% | Add |
| 30 | GNRC | Generac Holdings Inc | +0.3% | +12.48% | Add |
| 31 | ERIE | Erie Indemnity Company-cl A | +0.2% | +299.35% | Add |
| 32 | HEI-A | Heico Corp-class A | +0.2% | +615.69% | Add |
| 33 | QCOM | Qualcomm Inc | +0.2% | +328.40% | Add |
| 34 | JHG | Janus Henderson Group plc | +0.2% | +39.58% | Add |
| 35 | HOMB | Home Bancshares Inc | +0.2% | +1228.35% | Add |
| 36 | IMO | Imperial Oil LTD | +0.2% | +54.10% | Add |
| 37 | MLI | Mueller Industries Inc | +0.2% | +349.41% | Add |
| 38 | HLI | Houlihan Lokey Inc | +0.2% | +412.22% | Add |
| 39 | TD | Toronto-dominion Bank | +0.2% | +112.50% | Add |
| 40 | FDX | Fedex CORP | +0.2% | +234.97% | Add |
| 41 | NPO | Enpro Inc | +0.1% | +60.73% | Add |
| 42 | TEAM | Atlassian Corp-cl A | -0.1% | +25.39% | Add |
| 43 | WTS | Watts Water Technologies-a | -0.1% | -94.57% | Trim |
| 44 | APPN | Appian Corp-a | -0.1% | -85.61% | Trim |
| 45 | HUBS | Hubspot Inc | -0.1% | -5.35% | Trim |
| 46 | DKS | Dick's Sporting Goods Inc | -0.1% | -72.45% | Trim |
| 47 | RUN | Sunrun Inc | -0.1% | -74.60% | Trim |
| 48 | DOCU | Docusign Inc | -0.1% | -43.74% | Trim |
| 49 | MCY | Mercury General CORP | -0.1% | -63.38% | Trim |
| 50 | BILL | Bill Holdings Inc | -0.2% | -28.62% | Trim |
According to official SEC Form 13F filings, Susquehanna Fundamental Investments, LLC reported a total U.S. public equity portfolio value of $5.3B across 468 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, ADBE, V) accounted for 5.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
MSFT
市值: $61.2M
Top Position Liquidated / Trimmed
CRM
前期市值: $60.2M
During Q1 2026, Susquehanna Fundamental Investments, LLC's top holdings by market value included MSFT (2.3%)、ADBE (2.3%)、V (2.3%). The largest single position, MSFT, represented 2.3% of total portfolio value.
In Q1 2026, Susquehanna Fundamental Investments, LLC made 199 total portfolio adjustments, initiating 45 new buys, adding to 41 positions, trimming 41 holdings, and fully liquidating 72 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.
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.