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Debussy Capital Management LP 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Debussy Capital Management LP disclosed 281 US equity positions worth $723.2m in its Q1 2026 13F filing. The largest position was AAPL at 5.2% of the reported book, followed by AMAT and SPYM.

What did Debussy Capital Management LP own in Q1 2026? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 AAPL APPLE INC Technology 5.2%$37.4m147,173
2 AMAT APPLIED MATLS INC Technology 3.9%$28.3m82,664
3 SPYM SPDR SERIES TRUST 3.8%$27.8m362,979
4 SPDW SPDR INDEX SHS FDS 3.3%$23.5m515,727
5 NVDA NVIDIA CORPORATION Technology 2.9%$20.9m119,726
6 GOOGL ALPHABET INC Communication Services 2.7%$19.9m69,033
7 BWA BORGWARNER INC Consumer Cyclical 2.6%$18.6m343,010
8 BNY BANK NEW YORK MELLON CORP Financial Services 2.5%$18.2m153,489
9 GBIL GOLDMAN SACHS ETF TR 2.4%$17.4m174,028
10 SLV ISHARES SILVER TR 2.4%$17.4m255,271
11 AMGN AMGEN INC Healthcare 2.3%$16.4m46,681
12 SCHW SCHWAB CHARLES CORP Financial Services 2.1%$15.0m159,402
13 SCHX SCHWAB STRATEGIC TR 2.0%$14.2m552,463
14 SCHO SCHWAB STRATEGIC TR 1.9%$13.5m555,616
15 MDT MEDTRONIC PLC Healthcare 1.8%$12.8m147,393
16 SCHF SCHWAB STRATEGIC TR 1.7%$12.5m506,326
17 SPY STATE STR SPDR S&P 500 ETF T 1.5%$11.0m16,945
18 IAU ISHARES GOLD TR 1.4%$10.2m115,195
19 GLD SPDR GOLD TR 1.3%$9.3m21,706
20 CAT CATERPILLAR INC Industrials 1.2%$8.9m12,551
21 LLY ELI LILLY & CO Healthcare 1.2%$8.9m9,656
22 SPMD SPDR SERIES TRUST 1.2%$8.7m147,263
23 MRVL MARVELL TECHNOLOGY INC Technology 1.2%$8.7m87,606
24 SPSM SPDR SERIES TRUST 1.2%$8.3m172,345
25 TSLA TESLA INC Consumer Cyclical 1.1%$8.1m21,736
26 ON ON SEMICONDUCTOR CORP Technology 1.1%$8.0m129,197
27 VTI VANGUARD INDEX FDS 1.1%$7.8m24,353
28 DVY ISHARES TR 1.0%$6.9m45,668
29 SCHA SCHWAB STRATEGIC TR 1.0%$6.9m237,413
30 DE DEERE & CO Industrials 0.9%$6.8m12,106
31 MSFT MICROSOFT CORP Technology 0.9%$6.7m18,144
32 CVS CVS HEALTH CORP Healthcare 0.9%$6.6m91,700
33 PEP PEPSICO INC Consumer Defensive 0.9%$6.2m40,151
34 WBD WARNER BROS DISCOVERY INC Communication Services 0.8%$6.1m222,341
35 LMBS FIRST TR EXCHANGE-TRADED FD 0.8%$6.0m120,305
36 V VISA INC Financial Services 0.8%$5.8m19,317
37 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 0.8%$5.7m63,540
38 SCHB SCHWAB STRATEGIC TR 0.8%$5.7m228,098
39 ACWI ISHARES TR 0.7%$5.4m39,054
40 SPEM SPDR INDEX SHS FDS 0.7%$5.2m111,237
41 VTV VANGUARD INDEX FDS 0.7%$5.1m25,764
42 NUE NUCOR CORP Basic Materials 0.7%$5.0m29,711
43 GOOG ALPHABET INC Communication Services 0.7%$4.9m17,111
44 IVV ISHARES TR 0.7%$4.8m7,340
45 UPS UNITED PARCEL SVCS INC Industrials 0.7%$4.7m47,899
46 AMZN AMAZON COM INC Consumer Cyclical 0.6%$4.4m20,951
47 GLPI GAMING & LEISURE P Real Estate 0.6%$4.3m96,128
48 SCHE SCHWAB STRATEGIC TR 0.6%$4.2m126,019
49 SCHM SCHWAB STRATEGIC TR 0.6%$4.1m131,751
50 VOO VANGUARD INDEX FDS 0.6%$4.0m6,675

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.