Aequim Alternative Investments LP

Q1 2021 13F-HR Holdings

Location
Mill Valley, CA
Holdings as of
3/31/2021
Date filed
5/12/2021
Form type
13F-HR
Num holdings
96
Total value ($000)
$1,549,843
Net value change ($000)
+193,720 (14.3%)
New positions
7
Sold out positions
7
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PCG 29,955 35.6%
WDAY 15,555 227.0%
AES 9,779 NEW
F 9,343 NEW
CLF 9,058 43.5%
CNX 7,746 36.1%
EQT 6,575 46.2%
Invitae Corp 5,289 265.2%
BURL 4,427 74.9%
ENOV 3,258 11.5%
Top Reduces (Value $000, Stocks/ETFs)
MDB -26,354 -100.0%
SO -5,190 -100.0%
D -5,017 -100.0%
RPD -1,496 -17.2%
PEB -1,328 -46.1%
SUPN -1,167 -100.0%
BERRY GLOBAL GROUP, INC. -843 -100.0%
Cornerstone Building Brands, Inc. -432 -100.0%
NEE -393 -2.6%
ZS -350 -14.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type