Qube Research & Technologies Ltd
Institutional investor · Portfolio as of Q4 2023
Top Holdings4,300 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.2M | $2B | 3.9% | — | — | — | Increased — |
APPLE INC | 3.5M | $672.2M | 1.3% | $178.76 | +6.40% | 16 qtrssince 2020-Q1 | Increased 65 |
MICROSOFT CORP | 1.4M | $518.8M | 1.0% | $319.17 | +16.09% | 3 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORP | 976,654 | $483.7M | 0.9% | $42.90 | +15.37% | 4 qtrssince 2023-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 765,973 | $403.3M | 0.8% | $497.42 | +1.71% | 6 qtrssince 2022-Q3 | Increased 71 |
VISA INC-CLASS A SHARES | 1.5M | $397.1M | 0.8% | $216.65 | +17.71% | 9 qtrssince 2021-Q4 | Increased 46 |
AMAZON.COM INC | 2.6M | $389.9M | 0.8% | $124.63 | +21.91% | 9 qtrssince 2021-Q4 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 1M | $369.1M | 0.7% | $352.30 | +1.24% | 3 qtrssince 2023-Q2 | Increased 71 |
META PLATFORMS INC-CLASS A | 1M | $364.4M | 0.7% | $292.10 | +20.34% | 3 qtrssince 2023-Q2 | Increased 45 |
STARBUCKS CORP | 3.6M | $347.3M | 0.7% | $89.56 | -0.05% | 12 qtrssince 2021-Q1 | Increased 61 |
BRISTOL-MYERS SQUIBB CO | 6.7M | $343.5M | 0.7% | $49.92 | -9.85% | 5 qtrssince 2022-Q4 | Increased 69 |
PEPSICO INC | 2M | $341.7M | 0.7% | $159.54 | -0.81% | 5 qtrssince 2022-Q4 | Increased 61 |
MASTERCARD INC - A | 796,321 | $339.6M | 0.7% | $391.82 | +7.45% | 8 qtrssince 2022-Q1 | Increased 71 |
PROCTER & GAMBLE CO/THE | 2.3M | $338.9M | 0.7% | $136.12 | +0.11% | 4 qtrssince 2023-Q1 | Increased 71 |
APPLIED MATERIALS INC | 2.1M | $335.6M | 0.7% | $143.71 | +10.52% | 9 qtrssince 2021-Q4 | Increased 63 |
JOHNSON & JOHNSON | 2.1M | $329.7M | 0.6% | $145.59 | +1.26% | 15 qtrssince 2020-Q2 | Increased 50 |
LINDE PLC | 789,154 | $324.1M | 0.6% | $386.29 | +3.64% | 4 qtrssince 2023-Q1 | Increased 70 |
ALPHABET INC-CL C | 2.3M | $318.3M | 0.6% | $132.35 | +5.69% | 7 qtrssince 2022-Q2 | Increased 70 |
EXXON MOBIL CORP | 3.2M | $317.7M | 0.6% | $92.77 | -0.14% | 3 qtrssince 2023-Q2 | Increased 70 |
BECTON DICKINSON AND CO | 1.2M | $293.1M | 0.6% | $182.10 | -0.03% | 2 qtrssince 2023-Q3 | Increased 70 |
Qube Research & Technologies Ltd manages $51.4B across 4300 positions as of Q4 2023. Top holdings: SPY (3.9%), AAPL (1.3%), MSFT (1.0%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 2/5.0.
Active quarter - 759 new positions, 515 exits, 1445 increased. Top move: UNH (INCREASED, conviction 71). Portfolio: $51.4B across 4300 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer