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Holocene Advisors, LP

13F filer · CIK 1700574 · New York, NY

Summary
Holocene Advisors, LP reported $44.38B across 789 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (7.5%), MSFT (3.6%), TSLA (3.4%). Versus 2026 Q1, leaving options aside, it opened 245 new positions, added to 267, trimmed 253 and sold out of 257.
Reported value$44.38B
Positions789incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions245
Added267
Trimmed253
Sold out257

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 7.5%Value $3.34BPrice $246.67Shares 14.01M +6.24%Since Jun 30 +3.50%
Weight 3.6%Value $1.60BPrice $509.22Shares 4.28M +282.56%Since Jun 30 +36.51%
Weight 3.4%Value $1.50BPrice $357.45Shares 3.56MSince Jun 30 -15.01%
Weight 2.7%Value $1.22BPrice $228.86Shares 6.08M -35.30%Since Jun 30 +14.38%
Weight 1.7%Value $740.05MPrice $318.24Shares 1.98M +30.08%Since Jun 30 -14.85%
Weight 1.6%Value $693.30MPrice $607.57Shares 1.19M +528.15%Since Jun 30 +4.59%
Weight 1.5%Value $684.36MPrice $227.33Shares 3.59M -11.05%Since Jun 30 +19.35%
Weight 1.5%Value $668.59MPrice $367.74Shares 1.95M -10.25%Since Jun 30 +7.18%
Weight 1.4%Value $613.96MPrice $332.79Shares 1.78M +42.59%Since Jun 30 -3.35%
Weight 1.2%Value $516.17MPrice $969.55Shares 528K +13.88%Since Jun 30 -0.88%
Weight 1.1%Value $496.70MPrice $162.52Shares 3.63M -15.25%Since Jun 30 +18.87%
Weight 1.1%Value $486.98MPrice $560.79Shares 760KSince Jun 30 -12.48%
Weight 1.0%Value $460.65MPrice $164.21Shares 2.43M -8.77%Since Jun 30 -13.40%
Weight 1.0%Value $458.26MPrice $46.76Shares 9.64M +93.24%Since Jun 30 -1.62%
Weight 1.0%Value $444.08MPrice $921.51Shares 460K -57.69%Since Jun 30 -4.51%
Weight 1.0%Value $443.02MPrice $169.48Shares 2.74M +508.98%Since Jun 30 +4.68%
Weight 0.9%Value $406.42MPrice $152.21Shares 3.22M +23.17%Since Jun 30 +20.48%
Weight 0.9%Value $405.71MPrice $320.28Shares 1.23M -21.32%Since Jun 30 -3.08%
Weight 0.9%Value $378.32MPrice $230.39Shares 1.65M -27.97%Since Jun 30 +0.41%
Weight 0.8%Value $352.29MPrice $206.37Shares 2.13M +230.22%Since Jun 30 +24.50%
Weight 0.7%Value $332.28MPrice $231.88Shares 1.20MSince Jun 30 -16.04%
Weight 0.7%Value $330.12MPrice $1044Shares 291K +80.00%Since Jun 30 -7.85%
Weight 0.7%Value $318.98MPrice $187.48Shares 2.73M -19.85%Since Jun 30 +60.69%
Weight 0.7%Value $317.95MPrice $442.94Shares 848K -7.56%Since Jun 30 +18.10%
Weight 0.7%Value $310.77MPrice $414.79Shares 781K -24.87%Since Jun 30 +4.30%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

MSFTMSFTMICROSOFT CORP≈ $1.18BAdd
SOXXSOXXISHARES TR≈ $486.98MNew
MMMMMM3M CO≈ $370.27MAdd
NBISNBISNEBIUS GROUP N.V.≈ $332.28MNew

Largest sells in 2026 Q2

AAPLAAPLAPPLE INC≈ $632.70MSold
NVDANVDANVIDIA CORPORATION≈ $578.87MTrim
PEPPEPPEPSICO INC≈ $546.60MSold
GEVGEVGE VERNOVA INC≈ $408.16MTrim

Options

Notional value, listed apart from stocks

GEGEGE AEROSPACECALL$205.55MNew
DHRDHRDANAHER CORP DELCALL$92.86MNew
FFFORD MTR COCALL$59.63MNew
GMGMGENERAL MTRS COCALL$43.16MNew
ALKSALKSALKERMES PLCCALL$18.34MNew

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR