Deeter Investments LLP
Deeter Investments LLP reported 97 holdings worth US$721M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Oct 8, 2026
Deeter Investments LLP reported 97 holdings worth US$721M as of Jun 30, 2026. Largest: Eqt Corporation, Vale S.a. and United Rentals, Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 97
- Value as reported
- US$721M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eqt Corporation | 714K | US$38M | 5.3% |
| Vale S.a. | 1.34M | US$20.2M | 2.8% |
| United Rentals, Inc. | 13,548 | US$15.3M | 2.1% |
| Interactive Brokers Group, Inc. | 170K | US$14.8M | 2.1% |
| Nu Holdings Ltd. | 1.1M | US$14.7M | 2.0% |
| Energy Transfer Lp | 740K | US$14.1M | 2.0% |
| Bhp Group Ltd | 154K | US$12.8M | 1.8% |
| Intel Corporation | 85,743 | US$12M | 1.7% |
| Nokia Oyj | 897K | US$11.9M | 1.7% |
| Zoetis Inc. | 165K | US$11.9M | 1.6% |
| Fiserv, Inc. | 241K | US$11.8M | 1.6% |
| Jacobs Solutions Inc. | 87,000 | US$11M | 1.5% |
| Adobe Inc. | 50,000 | US$10.3M | 1.4% |
| Regeneron Pharmaceuticals, Inc. | 16,000 | US$9.98M | 1.4% |
| Regal Rexnord Corporation | 40,210 | US$9.58M | 1.3% |
| Bloom Energy Corporation | 30,000 | US$9.08M | 1.3% |
| Cerebras Systems Inc. | 40,000 | US$8.84M | 1.2% |
| Kratos Defense & Security Solutions, Inc. | 170K | US$8.48M | 1.2% |
| Chemocentryx Inc. | 289K | US$7.51M | 1.0% |
| Entegris, Inc. | 37,500 | US$6.74M | 0.94% |
| Solstice Advanced Materials Inc. | 75,921 | US$6.73M | 0.93% |
| Maxlinear, Inc | 50,000 | US$6.4M | 0.89% |
| Better Home & Finance Holding Company | 208K | US$5.71M | 0.79% |
| Cvr Energy Inc. | 200K | US$5.51M | 0.76% |
| Reddit, Inc. | 30,000 | US$5.21M | 0.72% |
| Amkor Technology, Inc. | 60,000 | US$5.17M | 0.72% |
| Archer-daniels-midland Company | 67,500 | US$5.16M | 0.72% |
| Occidental Petroleum Corporation | 100K | US$4.86M | 0.67% |
| Amazon.com, Inc. | 20,000 | US$4.77M | 0.66% |
| Sanmina Corporation | 18,570 | US$4.7M | 0.65% |
| Dell Technologies Inc. | 10,700 | US$4.62M | 0.64% |
| Acadia Healthcare Company, Inc. | 140K | US$4.13M | 0.57% |
| Peabody Energy Corporation | 164K | US$3.79M | 0.53% |
| Abivax Sa | 25,000 | US$3.33M | 0.46% |
| Amphenol Corporation | 18,000 | US$3.17M | 0.44% |
| Nutrien Ltd. | 50,000 | US$3.15M | 0.44% |
| Alcoa Corporation | 50,000 | US$2.61M | 0.36% |
| Sharonai Holdings, Inc. | 30,100 | US$2.55M | 0.35% |
| Rio Tinto Plc | 25,508 | US$2.42M | 0.34% |
| Corteva, Inc. | 27,500 | US$2.33M | 0.32% |
| Global Payments Inc. | 31,000 | US$2.25M | 0.31% |
| Diodes Incorporated | 20,469 | US$2.24M | 0.31% |
| Spring Valley Acquisition Corp. Iv | 200K | US$2.05M | 0.28% |
| Axcelis Technologies, Inc. | 10,000 | US$1.89M | 0.26% |
| C3.ai, Inc. | 200K | US$1.82M | 0.25% |
| Alight, Inc. | 147K | US$1.65M | 0.23% |
| Sarepta Therapeutics, Inc. | 75,567 | US$1.36M | 0.19% |
| Entravision Communications Corporation | 100K | US$1.3M | 0.18% |
| Lamb Weston Holdings, Inc. | 30,000 | US$1.3M | 0.18% |
| Oscar Health, Inc. | 40,000 | US$1.14M | 0.16% |
| Adtran Holdings, Inc. | 81,142 | US$1.13M | 0.16% |
| Kenvue Inc. | 57,412 | US$1.1M | 0.15% |
| Cytokinetics, Incorporated | 12,739 | US$1.09M | 0.15% |
| Kyivstar Group Ltd. | 65,415 | US$1.06M | 0.15% |
| Sunrun Inc. | 78,729 | US$1.05M | 0.15% |
| Figma Inc | 52,556 | US$951K | 0.13% |
| Everpure, Inc. | 10,000 | US$788K | 0.11% |
| Robinhood Markets, Inc. | 7,500 | US$752K | 0.10% |
| Hca Healthcare, Inc. | 1,866 | US$728K | 0.10% |
| Jfb Construction Holdings | 140K | US$674K | 0.09% |
| Vyne Therapeutics Inc. | 1M | US$651K | 0.09% |
| Lisata Therapeutics, Inc. | 119K | US$404K | 0.06% |
| Amer Sports, Inc. | 10,250 | US$347K | 0.05% |
| Corsair Gaming, Inc. | 34,694 | US$335K | 0.05% |
| Freeport-mcmoran, Inc. | 3,832 | US$241K | 0.03% |
| Onto Innovation Inc. | 600 | US$227K | 0.03% |
| Broadwind, Inc. | 36,008 | US$174K | 0.02% |
Source
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