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X-Square Capital, LLC 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

X-Square Capital, LLC disclosed 161 US equity positions worth $227.6m in its Q3 2024 13F filing. The largest position was IBIT at 3.5% of the reported book, followed by SPY and FBP.

· Q4 2024 →

What did X-Square Capital, LLC own in Q3 2024? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 IBIT ISHARES BITCOIN TRUST 3.5%$8.1m223,396 –
2 SPY SPDR S&P 500 ETF 3.5%$8.0m13,866 –
3 FBP FIRST BANCORP F Financial Services 2.9%$6.7m314,170 –
4 OFG OFG BANCORP F Financial Services 2.8%$6.4m142,733 –
5 META META PLATFORMS INC CLASS A Communication Services 2.6%$6.0m10,510 –
6 AMD ADVANCED MICRO DEVICES I Technology 2.3%$5.3m32,406 –
7 BRK/B BERKSHIRE HATHAWAY CLASS B 2.2%$4.9m10,691 –
8 COST COSTCO WHOLESALE CO Consumer Defensive 2.1%$4.7m5,354 –
9 JPM JPMORGAN CHASE & CO Financial Services 2.0%$4.6m21,661 –
10 AMGN AMGEN INC. Healthcare 2.0%$4.5m13,955 –
11 URI UNITED RENTALS INC Industrials 1.8%$4.0m4,988 –
12 TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1.7%$4.0m220,163 –
13 MU MICRON TECHNOLOGY Technology 1.7%$3.9m37,824 –
14 NVDA NVIDIA CORP Technology 1.7%$3.9m31,852 –
15 TJX TJX COMPANIES INC Consumer Cyclical 1.7%$3.8m32,044 –
16 AMZN AMAZON.COM INC Consumer Cyclical 1.6%$3.8m20,127 –
17 RH RH Consumer Cyclical 1.6%$3.6m10,697 –
18 MELI MERCADOLIBRE INC Consumer Cyclical 1.5%$3.5m1,704 –
19 GD GENERAL DYNAMICS CO Industrials 1.5%$3.4m11,087 –
20 AAPL APPLE INC Technology 1.4%$3.2m13,636 –
21 CPRT COPART INC Industrials 1.4%$3.1m59,330 –
22 TPL TEXAS PACIFIC LAND CORP Energy 1.4%$3.1m3,507 –
23 LEN LENNAR CORP CLASS A Consumer Cyclical 1.3%$3.0m16,255 –
24 SU SUNCOR ENERGY INC F Energy 1.3%$3.0m82,453 –
25 TDG TRANSDIGM GROUP INC Industrials 1.3%$2.9m2,061 –
26 ABBV ABBVIE INC Healthcare 1.3%$2.9m14,710 –
27 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1.3%$2.9m49,644 –
28 SKAA SKECHERS U S A INC CLASS A 1.3%$2.9m42,625 –
29 WMT WALMART INC Consumer Defensive 1.2%$2.8m34,460 –
30 PYPL PAYPAL HOLDINGS INCORPOR Financial Services 1.2%$2.7m34,638 –
31 MSFT MICROSOFT CORP Technology 1.2%$2.6m6,108 –
32 XLE ENERGY SELECT SECTOR SPDR ETF 1.1%$2.4m27,691 –
33 XPO XPO INC Industrials 1.1%$2.4m22,353 –
34 GNRC GENERAC HOLDINGS INC Industrials 1.0%$2.3m14,227 –
35 KO THE COCA-COLA CO Consumer Defensive 1.0%$2.2m30,699 –
36 VLO VALERO ENERGY CORP Energy 0.9%$2.1m15,630 –
37 X-SQUARE MUNI INC TAX FR ETF 0.9%$2.1m79,498 –
38 MSTR MICROSTRATEGY INC-CL A Technology 0.9%$2.1m12,200 –
39 URNM SPROTT URANIUM MINERS ETF 0.9%$2.0m43,850 –
40 KMB KIMBERLY CLARK CORP Consumer Defensive 0.9%$2.0m14,027 –
41 DPZ DOMINOS PIZZA INC Consumer Cyclical 0.8%$1.9m4,460 –
42 GOOG ALPHABET INC. CLASS C Communication Services 0.8%$1.9m11,465 –
43 NOC NORTHROP GRUMMAN CORP Industrials 0.8%$1.8m3,427 –
44 BAH BOOZ ALLEN HAMILTON HOLDINGS Industrials 0.8%$1.8m10,891 –
45 OXY OCCIDENTAL PETROLEUM CORP Energy 0.8%$1.8m34,265 –
46 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 0.8%$1.8m1,530 –
47 VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 0.8%$1.7m149,231 –
48 NFE NEW FORTRESS ENERGY A CLASS A Energy 0.7%$1.7m184,746 –
49 BKNG BOOKING HOLDINGS INC Consumer Cyclical 0.7%$1.6m383 –
50 BPOP POPULAR INC F Financial Services 0.7%$1.6m16,067 –

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.