Debussy Capital Management LP
Net seller this quarter
$0
0
-$550M
Not reported
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| Q1 2026 | |||||
 AAPL | $37.4M | 5.16% | 0.00% | -2.3% | Q2 2017 |
 AMAT | $28.3M | 3.91% | 0.01% | -6.7% | Q4 2024 |
 NVDA | $20.9M | 2.89% | 0.00% | -0.6% | Q2 2017 |
 GOOGL | $19.9M | 2.74% | 0.00% | -4.1% | Q2 2017 |
 BWA | $18.6M | 2.57% | 0.17% | -6.9% | Q1 2019 |
 BNY | $18.2M | 2.52% | 0.02% | -5.7% | Q1 2019 |
 SLV | $17.4M | 2.40% | 0.04% | -10.7% | Q4 2024 |
 AMGN | $16.4M | 2.27% | 0.01% | -4.7% | Q4 2018 |
 SCHW | $15M | 2.07% | 0.01% | -7.2% | Q1 2021 |
 MDT | $12.8M | 1.77% | 0.01% | -6.3% | Q3 2020 |
 SPY | $11M | 1.52% | Not reported | -1.9% | Q2 2017 |
| IAU | $10.2M | 1.40% | 0.01% | -4.2% | Q4 2019 |
| GLD | $9.34M | 1.29% | 0.01% | +3.1% | Q2 2017 |
 CAT | $8.89M | 1.23% | 0.00% | -3.4% | Q3 2020 |
 LLY | $8.88M | 1.23% | 0.00% | -0.8% | Q2 2020 |
| SPMD | $8.72M | 1.21% | Not reported | +11.1% | Q1 2018 |
 MRVL | $8.68M | 1.20% | 0.01% | -5.5% | Q2 2025 |
 TSLA | $8.08M | 1.12% | 0.00% | -0.1% | Q3 2017 |
 ON | $8M | 1.11% | 0.03% | -3.0% | Q4 2024 |
 DE | $6.82M | 0.94% | 0.00% | -4.2% | Q4 2020 |
 MSFT | $6.72M | 0.93% | 0.00% | -3.9% | Q2 2017 |
 CVS | $6.59M | 0.91% | 0.01% | -7.8% | Q4 2024 |
 PEP | $6.24M | 0.86% | 0.00% | +0.6% | Q2 2017 |
 WBD | $6.11M | 0.84% | 0.01% | -0.8% | Q4 2024 |
 V | $5.84M | 0.81% | 0.00% | -3.2% | Q4 2018 |
 ZBH | $5.75M | 0.79% | 0.03% | -1.0% | Q4 2024 |
 NUE | $5.02M | 0.69% | 0.01% | -2.0% | Q4 2024 |
| GOOG | $4.91M | 0.68% | Not reported | -1.6% | Q4 2018 |
 UPS | $4.71M | 0.65% | 0.01% | -4.2% | Q4 2020 |
 AMZN | $4.36M | 0.60% | 0.00% | -0.3% | Q2 2017 |
 GLPI | $4.27M | 0.59% | 0.03% | -4.0% | Q2 2017 |
 AAAU | $3.93M | 0.54% | 0.14% | -3.4% | Q2 2025 |
 FNDF | $3.76M | 0.52% | Not reported | -3.9% | Q1 2022 |
 PNR | $3.33M | 0.46% | 0.02% | -3.9% | Q4 2024 |
 SLB | $3.32M | 0.46% | 0.00% | -3.4% | Q1 2019 |
 WMT | $2.89M | 0.40% | 0.00% | -0.9% | Q4 2018 |
 RHI | $2.82M | 0.39% | 0.11% | -6.8% | Q4 2024 |
 BRK.B | $2.8M | 0.39% | Not reported | -0.8% | Q2 2017 |
| IDEV | $2.72M | 0.38% | Not reported | Not reported | Q4 2018 |
 T | $2.63M | 0.36% | 0.00% | -6.9% | Q2 2017 |
 JPM | $2.61M | 0.36% | 0.00% | -2.6% | Q1 2018 |
 LULU | $2.59M | 0.36% | 0.02% | -4.8% | Q3 2025 |
 COIN | $2.53M | 0.35% | 0.01% | +2.6% | Q1 2023 |
| SPTS | $2.38M | 0.33% | Not reported | -4.0% | Q1 2022 |
 META | $2.33M | 0.32% | Not reported | -71.3% | Q2 2018 |
 COST | $1.94M | 0.27% | 0.00% | -1.2% | Q1 2019 |
 AVGO | $1.7M | 0.24% | 0.00% | -0.9% | Q4 2023 |
 PSBD | $1.64M | 0.23% | 0.54% | -22.1% | Q1 2025 |
 HALO | $1.58M | 0.22% | 0.02% | -11.5% | Q4 2022 |
 DNP | $1.57M | 0.22% | Not reported | Not reported | Q4 2018 |
| Q4 2025 | |||||
| AAPL | $40.9M | 5.57% | 0.00% | -1.5% | Q2 2017 |
| AMAT | $22.8M | 3.10% | 0.01% | -6.1% | Q4 2024 |
| GOOGL | $22.5M | 3.06% | 0.00% | -1.2% | Q2 2017 |
| NVDA | $22.5M | 3.06% | 0.00% | +0.5% | Q2 2017 |
| BNY | $18.9M | 2.57% | 0.02% | -16.3% | Q1 2019 |
| SLV | $18.4M | 2.50% | 0.05% | -11.0% | Q4 2024 |
| SCHW | $17.2M | 2.33% | 0.01% | -4.0% | Q1 2021 |
| BWA | $16.6M | 2.26% | 0.18% | -5.4% | Q1 2019 |
| AMGN | $16M | 2.18% | 0.01% | -5.9% | Q4 2018 |
| MDT | $15.1M | 2.05% | 0.01% | -3.3% | Q3 2020 |
| SPY | $11.8M | 1.60% | Not reported | +0.7% | Q2 2017 |
| LLY | $10.5M | 1.42% | 0.00% | -2.3% | Q2 2020 |
| TSLA | $9.79M | 1.33% | 0.00% | -0.9% | Q3 2017 |
| IAU | $9.76M | 1.33% | 0.01% | -0.9% | Q4 2019 |
| META | $9.37M | 1.27% | Not reported | +233.3% | Q2 2018 |
| MSFT | $9.13M | 1.24% | 0.00% | +0.5% | Q2 2017 |
| GLD | $8.35M | 1.13% | 0.01% | +2.7% | Q2 2017 |
| CVS | $7.89M | 1.07% | 0.01% | -7.8% | Q4 2024 |
| MRVL | $7.88M | 1.07% | 0.01% | -1.8% | Q2 2025 |
| SPMD | $7.67M | 1.04% | Not reported | +10.9% | Q1 2018 |
| CAT | $7.45M | 1.01% | 0.00% | -8.1% | Q3 2020 |
| ON | $7.22M | 0.98% | 0.03% | -5.3% | Q4 2024 |
| V | $7M | 0.95% | 0.00% | -3.2% | Q4 2018 |
| WBD | $6.46M | 0.88% | 0.01% | -7.0% | Q4 2024 |
| DE | $5.88M | 0.80% | 0.00% | -5.3% | Q4 2020 |
| ZBH | $5.77M | 0.79% | 0.03% | -2.6% | Q4 2024 |
| PEP | $5.73M | 0.78% | 0.00% | +2.9% | Q2 2017 |
| GOOG | $5.46M | 0.74% | Not reported | +1.4% | Q4 2018 |
| UPS | $4.96M | 0.67% | 0.01% | -1.7% | Q4 2020 |
| NUE | $4.95M | 0.67% | 0.01% | -5.1% | Q4 2024 |
| AMZN | $4.85M | 0.66% | 0.00% | -1.5% | Q2 2017 |
| GLPI | $4.47M | 0.61% | 0.04% | +0.1% | Q2 2017 |
| PNR | $4.14M | 0.56% | 0.02% | -8.6% | Q4 2024 |
| AAAU | $3.75M | 0.51% | 0.15% | -19.5% | Q2 2025 |
| LULU | $3.69M | 0.50% | 0.02% | -13.3% | Q3 2025 |
| FNDF | $3.62M | 0.49% | Not reported | +8.4% | Q1 2022 |
| RHI | $3.23M | 0.44% | 0.12% | -35.7% | Q4 2024 |
| COIN | $3.19M | 0.43% | 0.01% | -0.1% | Q1 2023 |
| BRK.B | $2.96M | 0.40% | Not reported | -0.5% | Q2 2017 |
| JPM | $2.93M | 0.40% | 0.00% | -3.0% | Q1 2018 |
 FBTC | $2.89M | 0.39% | 0.02% | -2.4% | Q1 2024 |
| IDEV | $2.68M | 0.36% | Not reported | +10.5% | Q4 2018 |
| PSBD | $2.62M | 0.36% | 0.69% | Not reported | Q1 2025 |
| WMT | $2.62M | 0.36% | 0.00% | +0.4% | Q4 2018 |
| SLB | $2.57M | 0.35% | 0.00% | -6.9% | Q1 2019 |
| SPTS | $2.49M | 0.34% | Not reported | -0.6% | Q1 2022 |
| T | $2.42M | 0.33% | 0.00% | -3.9% | Q2 2017 |
| AVGO | $1.92M | 0.26% | 0.00% | -0.6% | Q4 2023 |
| HALO | $1.86M | 0.25% | 0.02% | -16.5% | Q4 2022 |
| COST | $1.7M | 0.23% | 0.00% | -5.6% | Q1 2019 |
| Q3 2025 | |||||
| AAPL | $38.9M | 5.50% | 0.00% | -1.0% | Q2 2017 |
| NVDA | $22.4M | 3.16% | 0.00% | -13.5% | Q2 2017 |
| BNY | $21.2M | 3.00% | 0.03% | -18.4% | Q1 2019 |
| AMAT | $19.3M | 2.73% | 0.01% | -4.1% | Q4 2024 |
| GOOGL | $17.7M | 2.50% | 0.00% | +14.4% | Q2 2017 |
| BWA | $17.1M | 2.42% | 0.18% | -5.1% | Q1 2019 |
| SCHW | $17.1M | 2.42% | 0.01% | -6.1% | Q1 2021 |
| MDT | $15.5M | 2.19% | 0.01% | -8.1% | Q3 2020 |
| AMGN | $14.7M | 2.08% | 0.01% | -8.8% | Q4 2018 |
| SLV | $13.6M | 1.92% | 0.06% | -19.3% | Q4 2024 |
| SPY | $11.4M | 1.62% | Not reported | +1.1% | Q2 2017 |
| TSLA | $9.76M | 1.38% | 0.00% | +1.0% | Q3 2017 |
| MSFT | $9.73M | 1.38% | 0.00% | +5.4% | Q2 2017 |
| IAU | $8.82M | 1.25% | 0.02% | 0.0% | Q4 2019 |
| CVS | $8.13M | 1.15% | 0.01% | -26.7% | Q4 2024 |
| MRVL | $7.93M | 1.12% | 0.01% | +23.4% | Q2 2025 |
| LLY | $7.6M | 1.08% | 0.00% | -7.6% | Q2 2020 |
| GLD | $7.29M | 1.03% | 0.01% | -10.4% | Q2 2017 |
| V | $7.04M | 1.00% | 0.00% | -6.8% | Q4 2018 |
| ON | $6.94M | 0.98% | 0.03% | -2.1% | Q4 2024 |
| SPMD | $6.83M | 0.97% | Not reported | +10.9% | Q1 2018 |
| CAT | $6.75M | 0.95% | 0.00% | -14.3% | Q3 2020 |
| ZBH | $6.49M | 0.92% | 0.03% | -0.5% | Q4 2024 |
| RHI | $6.29M | 0.89% | 0.18% | -15.0% | Q4 2024 |
| DE | $6.1M | 0.86% | 0.00% | -15.8% | Q4 2020 |
 INTC | $5.46M | 0.77% | 0.00% | -7.8% | Q3 2017 |
| PEP | $5.45M | 0.77% | 0.00% | +13.6% | Q2 2017 |
| PNR | $4.82M | 0.68% | 0.03% | -26.0% | Q4 2024 |
| COIN | $4.77M | 0.67% | 0.01% | +1.6% | Q1 2023 |
| WBD | $4.71M | 0.67% | 0.01% | -9.4% | Q4 2024 |
| AMZN | $4.68M | 0.66% | 0.00% | -1.9% | Q2 2017 |
| GLPI | $4.66M | 0.66% | 0.04% | -3.0% | Q2 2017 |
| NUE | $4.33M | 0.61% | 0.01% | -17.4% | Q4 2024 |
| UPS | $4.25M | 0.60% | 0.01% | -19.5% | Q4 2020 |
| GOOG | $4.18M | 0.59% | Not reported | -0.1% | Q4 2018 |
| AAAU | $4.18M | 0.59% | 0.21% | -21.0% | Q2 2025 |
| FBTC | $3.87M | 0.55% | 0.02% | +30.6% | Q1 2024 |
| LULU | $3.64M | 0.51% | 0.02% | New | Q3 2025 |
| FNDF | $3.17M | 0.45% | Not reported | -3.8% | Q1 2022 |
| META | $3.13M | 0.44% | Not reported | -7.2% | Q2 2018 |
| BRK.B | $2.97M | 0.42% | Not reported | -7.3% | Q2 2017 |
| JPM | $2.96M | 0.42% | 0.00% | +23.2% | Q1 2018 |
| T | $2.86M | 0.40% | 0.00% | -10.0% | Q2 2017 |
| PSBD | $2.64M | 0.37% | 0.68% | Not reported | Q1 2025 |
| SPTS | $2.51M | 0.35% | Not reported | -0.7% | Q1 2022 |
| SLB | $2.47M | 0.35% | 0.00% | -5.7% | Q1 2019 |
| HALO | $2.43M | 0.34% | 0.03% | -5.3% | Q4 2022 |
| WMT | $2.41M | 0.34% | 0.00% | +0.9% | Q4 2018 |
 LENZ | $2.41M | 0.34% | 0.18% | -12.7% | Q1 2024 |
| IDEV | $2.36M | 0.33% | Not reported | -6.8% | Q4 2018 |