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
+0.37%
+6.10%
17,312.2
Waste Management
MSFT
Microsoft Corp
64,500
18,184.0
-54.29%
10.300
-3.49%
0.000
+41.96%
+21.19%
3,782,272.9
Software
GOOG
Alphabet Inc
132,600
17,671.0
-53.03%
10.010
-3.15%
0.000
+26.58%
-0.28%
2,293,183.9
Interactive Media
AR
Antero Resources Corp
908,300
17,085.0
-63.73%
9.680
-4.03%
0.290
+7.70%
-1.48%
10,722.5
Oil & Gas
LCID
Lucid Group Inc
551,100
13,987.0
New Holding
7.930
+7.93%
0.030
+29.11%
-0.82%
9,136.5
Vehicles & Parts
STLA
Stellantis NV
650,000
12,415.0
-49.12%
7.030
-2.08%
0.020
+6.77%
-24.24%
26,237.9
Vehicles & Parts
GXO
GXO Logistics Inc
148,000
11,609.0
-1.92%
6.580
-0.04%
0.130
+52.66%
+16.13%
5,779.9
Transportation
CARR
Carrier Global Corp
201,000
10,404.0
-40.17%
5.900
-1.10%
0.020
+32.18%
+12.66%
65,198.0
Construction
STEM
Stem Inc
18,525
8,851.0
-57.95%
5.020
-3.09%
0.240
+149.08%
+45.85%
146.3
Utilities - Independent Power Producers
Utilities - Independent Power Producers
VNT
Vontier Corp
241,600
8,118.0
-77.16%
4.600
-4.47%
0.150
+31.64%
+5.91%
5,704.5
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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