Picton Mahoney Asset Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
931
Total Value
5808165
Accession Number
0001539041-25-000015
Form Type
13F-HR
Manager Name
Picton Mahoney Asset Management
Data Enrichment
79% identified
736 identified195 unidentified

Holdings

931 positions
Manager:
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Page 9 of 47
G0131Y100
Shares:
700000(+0.0%)
Value:
$7.5M(+1.7%)
Palo Alto Networks Inc
Shares:
43423
Value:
$7.4M
464287955
Shares:
90000
Value:
$7.4M
MASIMO CORP
Shares:
44152(+3.6%)
Value:
$7.4M(+4.4%)
MICRON TECHNOLOGY INC
Shares:
84633(-8.9%)
Value:
$7.4M(-6.0%)
G38648104
Shares:
717500(+0.0%)
Value:
$7.3M(+1.7%)
LENNAR CORP /NEW/
Shares:
61796(+22.0%)
Value:
$7.1M(+2.7%)
G5S87A105
Shares:
700000(+0.0%)
Value:
$7.1M(+1.7%)
ONESPAWORLD HOLDINGS Ltd
Shares:
413877(+0.6%)
Value:
$6.9M(-15.2%)
Dun & Bradstreet Holdings, Inc.
Shares:
750443
Value:
$6.7M
UL Solutions Inc.
Shares:
118617(+3.4%)
Value:
$6.7M(+16.9%)
Tesla, Inc.
Shares:
24849(+61.6%)
Value:
$6.4M(+3.7%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
25585(+511600.0%)
Value:
$6.4M(+636100.0%)
Select Water Solutions, Inc.
Shares:
599013(+62.0%)
Value:
$6.3M(+28.6%)
G6439S109
Shares:
625000
Value:
$6.3M
Lumentum Holdings Inc.
Shares:
100164
Value:
$6.2M
52603A908
Shares:
600000
Value:
$6.2M
464287954
Shares:
170000
Value:
$6.1M
nCino, Inc.
Shares:
220437(-43.3%)
Value:
$6.1M(-53.6%)
GENERAC HOLDINGS INC.
Shares:
46141(-4.7%)
Value:
$5.8M(-22.1%)