Qsemble Capital Management, LP — 13F holdings

Qsemble Capital Management, LP reported 371 holdings worth $781M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. CTSH COGNIZANT TECHNOLOGY SOLUTIO — $8.12M (1.0%)
2. AIG AMERICAN INTL GROUP INC — $7.98M (1.0%)
3. CME CME GROUP INC — $7.94M (1.0%)
4. ICE INTERCONTINENTAL EXCHANGE IN — $7.67M (1.0%)
5. COF CAPITAL ONE FINL CORP — $7.62M (1.0%)
6. HAL HALLIBURTON CO — $7.34M (0.9%)
7. NVT NVENT ELECTRIC PLC — $7.34M (0.9%)
8. TJX TJX COS INC NEW — $7.29M (0.9%)
9. MCK MCKESSON CORP — $7.21M (0.9%)
10. ABT ABBOTT LABS — $7.18M (0.9%)