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Quinn Opportunity Partners LLC

Q2 2026 13F filing

Updated 27 days ago

359 disclosed positions worth $2.2B

Portfolio value
$2.2B
Total holdings
359
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

C
1.CCZ

COMCAST CORP-CLASS A

Value
$79.9M
Shares
3.25M
% Port
3.70%
P

PELOTON INTERACTIVE INC-A

Value
$79M
Shares
13.37M
% Port
3.66%
A

AIRBNB INC-CLASS A

Value
$64.9M
Shares
453.5K
% Port
3.01%
D

DUOLINGO

Value
$63.9M
Shares
555.7K
% Port
2.96%
T

TAYLOR MORRISON HOME CORP

Value
$63M
Shares
878.4K
% Port
2.92%
E
6.EA

ELECTRONIC ARTS INC

Value
$61.1M
Shares
298.0K
% Port
2.83%
M

META PLATFORMS INC-CLASS A

Value
$59.7M
Shares
105.9K
% Port
2.77%
M

MICROSOFT CORP

Value
$53.4M
Shares
143.3K
% Port
2.48%
F

FUTU HOLDINGS LTD-ADR

Value
$48.7M
Shares
519.1K
% Port
2.26%
W
10.WMT

WARNER BROS DISCOVERY INC

Value
$45.1M
Shares
1.69M
% Port
2.09%
R
11.ROKU

ROKU INC

Value
$42.1M
Shares
305.1K
% Port
1.95%
P
12.PZZA

PAPA JOHN'S INTL INC

Value
$36.7M
Shares
999.0K
% Port
1.70%
R
13.RDDT

REDDIT INC-CL A

Value
$34.8M
Shares
200.4K
% Port
1.61%
P
14.PYPL

PAYPAL HOLDINGS INC

Value
$34.7M
Shares
804.2K
% Port
1.61%
L
15.LULU

LULULEMON ATHLETICA INC

Value
$33.6M
Shares
294.4K
% Port
1.56%
M

MID-AMERICA APARTMENT COMM

Value
$33.3M
Shares
240.0K
% Port
1.55%
C
17.CHTR

CHARTER COMMUNICATIONS INC-A

Value
$30.8M
Shares
216.5K
% Port
1.43%
S

SCHWAB (CHARLES) CORP

Value
$29.5M
Shares
320.0K
% Port
1.37%
A
19.ADBE

ADOBE INC

Value
$25.7M
Shares
125.5K
% Port
1.19%
S
20.SHAK

SHAKE SHACK INC - CLASS A

Value
$24.7M
Shares
441.6K
% Port
1.15%
N

NOVO-NORDISK A/S-SPONS ADR

Value
$24.3M
Shares
507.6K
% Port
1.13%
G
22.GRND

GRINDR INC

Value
$21.3M
Shares
1.48M
% Port
0.99%
N

NEWS CORP - CLASS A

Value
$20M
Shares
807.2K
% Port
0.93%
N
24.NFLX

NETFLIX INC

Value
$19.7M
Shares
276.6K
% Port
0.92%
G
25.GTLB

GITLAB INC-CL A

Value
$19.6M
Shares
641.2K
% Port
0.91%
A
26.AVB

AVALONBAY COMMUNITIES INC

Value
$17.9M
Shares
94.7K
% Port
0.83%
D
27.DOCU

DOCUSIGN INC

Value
$17.8M
Shares
401.3K
% Port
0.83%
N
28.NYT

NEW YORK TIMES CO-A

Value
$17.7M
Shares
253.4K
% Port
0.82%
C
29.CAG

CONAGRA BRANDS INC

Value
$17.3M
Shares
1.28M
% Port
0.80%
S
30.SPOT

SPOTIFY TECHNOLOGY SA

Value
$16.3M
Shares
35.6K
% Port
0.76%
P
31.PEP

PEPSICO INC

Value
$16.1M
Shares
119.0K
% Port
0.75%
E
32.ETHA

ISHARES 20 YEAR TREASURY BD

Value
$15.3M
Shares
176.9K
% Port
0.71%
M

MCCORMICK & CO-NON VTG SHRS

Value
$15.2M
Shares
301.6K
% Port
0.71%
V
34.VICI

VICI PROPERTIES INC

Value
$14.6M
Shares
548.2K
% Port
0.67%
B
35.BNTX

BIONTECH SE-ADR

Value
$14.3M
Shares
153.8K
% Port
0.66%
N
36.NKE

NIKE INC -CL B

Value
$14.2M
Shares
345.1K
% Port
0.66%
D
37.DECK

DECKERS OUTDOOR CORP

Value
$13.7M
Shares
137.5K
% Port
0.63%
F
38.FICO

FAIR ISAAC CORP

Value
$13.6M
Shares
11.4K
% Port
0.63%
C
39.CRM

SALESFORCE INC

Value
$13.3M
Shares
85.0K
% Port
0.62%
H
40.HRL

HORMEL FOODS CORP

Value
$13.3M
Shares
536.3K
% Port
0.62%
B
41.BKD

BROOKDALE SENIOR LIVING INC

Value
$13.1M
Shares
815.5K
% Port
0.61%
P
42.PFE

PFIZER INC

Value
$12.9M
Shares
536.7K
% Port
0.60%
K
43.KHC

KRAFT HEINZ CO/THE

Value
$12.5M
Shares
527.2K
% Port
0.58%
C
44.CLX

CLOROX COMPANY

Value
$12.4M
Shares
130.2K
% Port
0.58%
S
45.SNAP

SNAP INC - A

Value
$12.1M
Shares
2.72M
% Port
0.56%
B

BLOCK INC

Value
$11.8M
Shares
155.5K
% Port
0.55%
C
47.CONE

COMPASS INC - CLASS A

Value
$11.5M
Shares
935.3K
% Port
0.53%
A
48.ARE

ALEXANDRIA REAL ESTATE EQUIT

Value
$11.3M
Shares
214.0K
% Port
0.52%
O
49.ONON

ON HOLDING AG-CLASS A

Value
$11.1M
Shares
314.7K
% Port
0.52%
V
50.VSNT

VERSANT MEDIA GROUP INC

Value
$11.1M
Shares
308.2K
% Port
0.51%