DP

DSAM Partners (London) Ltd

13F
DSAM Partners (London) Ltd
Last update 2021-11-16 18 Stocks (6 new)
Value $176.00 Mil Turnover 18 %
Countries:
Top Holdings: GFL(14.74%)MSFT(10.30%)GOOG(10.01%)AR(9.68%)LCID(7.93%)
Summary Stock Picks Current Portfolio
DSAM Partners (London) Ltd Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GFL
GFL Environmental Inc
700,000
26,005.0
-44.09%
14.740
-2.96%
0.210
-0.64%
+5.87%
17,275.6
Waste Management
MSFT
Microsoft Corp
64,500
18,184.0
-54.29%
10.300
-3.49%
0.000
+38.00%
+20.34%
3,755,441.4
Software
GOOG
Alphabet Inc
132,600
17,671.0
-53.03%
10.010
-3.15%
0.000
+24.98%
+1.11%
2,324,162.3
Interactive Media
AR
Antero Resources Corp
908,300
17,085.0
-63.73%
9.680
-4.03%
0.290
+1.07%
-5.34%
10,303.3
Oil & Gas
LCID
Lucid Group Inc
551,100
13,987.0
New Holding
7.930
+7.93%
0.030
+34.33%
+3.64%
9,547.3
Vehicles & Parts
STLA
Stellantis NV
650,000
12,415.0
-49.12%
7.030
-2.08%
0.020
+6.11%
-22.75%
27,022.9
Vehicles & Parts
GXO
GXO Logistics Inc
148,000
11,609.0
-1.92%
6.580
-0.04%
0.130
+48.17%
+17.03%
5,825.1
Transportation
CARR
Carrier Global Corp
201,000
10,404.0
-40.17%
5.900
-1.10%
0.020
+29.30%
+12.65%
65,189.5
Construction
STEM
Stem Inc
18,525
8,851.0
-57.95%
5.020
-3.09%
0.240
+93.88%
+28.61%
129.0
Utilities - Independent Power Producers
Utilities - Independent Power Producers
VNT
Vontier Corp
241,600
8,118.0
-77.16%
4.600
-4.47%
0.150
+30.16%
+6.65%
5,744.4
Hardware

DSAM Partners (London) Ltd's Historical Top Holdings Breakdowns

DSAM Partners (London) Ltd Total Holding History ($B)

To

DSAM Partners (London) Ltd's Asset Allocation

To

DSAM Partners (London) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DSAM Partners (London) Ltd's Hypothetical Growth since 2021-09-30

DSAM Partners (London) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

DSAM Partners (London) Ltd's Holdings Heat Map

Size field:

DSAM Partners (London) Ltd's Holdings Bubble Chart

DSAM Partners (London) Ltd News

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