13F-HR filed by PECONIC PARTNERS LLC
PECONIC PARTNERS LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 16 holding rows worth $2,070,262,049.
- Accession
- 0001050464-23-000011
- Filer
- CIK 1050464
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 16 entries on the cover page, a total value of $2,070,262,049 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,070,262,049 with VALUE read as dollars as filed, 13F file number 028-06618. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| QUANTA SVCS INC | 74762E102 | COM | 5,528,365 | $1,086,047,304 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 2,450,143 | $438,722,606 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 3,152,954 | $358,333,222 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 650,000 | $76,680,500 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,180,437 | $50,959,465 | dollars as filed | |
| EQUITRANS MIDSTREAM CORP NPV | 294600101 | COM | 4,051,061 | $38,728,143 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 105,000 | $6,680,100 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 15,000 | $2,366,100 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 6,000 | $2,247,840 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 10,000 | $1,977,300 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 30,000 | $1,961,100 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 30,000 | $1,938,000 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 40,000 | $1,799,600 | dollars as filed | |
| RH | 74967X103 | COM | 3,000 | $988,770 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 200,000 | $452,000 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,915 | $379,999 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001050464-23-000011 | this filing | 2023-08-14 | acceptance time not in the bulk data set |