SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
SEC Form 13F institutional filer · CIK 0001446179
13F-HR · 76 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.41B
Top-10 concentration
40.1%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC — $1.41B AUM allocation strategy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC files SEC Form 13F and reports $1.41B of long US equity value across 76 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 24.4%, followed by Financials 23.3% and Information Technology 17.2%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.41B
total across 76 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TFC +1.1M sh · +$50.6M+$UBER +593K sh · +$41.9M+$AIG +436K sh · +$10.2M
Biggest trims (shares)
−$PAYX −236K sh · −$30.2M−$BX −225K sh · −$21.3M−$TXT −199K sh · −$17.3M
Exited to nil (held last quarter, gone now)
$CRM ($60.2M last qtr)$GD ($57.6M last qtr)$C ($52.4M last qtr)$MRSH ($49.7M last qtr)$MNST ($48.7M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software8.4%—
- Financial Exchanges & Data8.0%—
- Application Software6.8%—
- Transaction & Payment Processing Services4.3%—
- Environmental & Facilities Services4.3%—
- Human Resource & Employment Services4.0%—
- Diversified Banks3.8%—
- Trading Companies & Distributors3.6%—
- Other holdings56.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 165K | $61.2M | — | 4.4% |
| $ADBE | Adobe Inc | 251K | $60.9M | +111K | 4.3% |
| $V | Visa Inc | 200K | $60.4M | — | 4.3% |
| $NOW | ServiceNow Inc | 550K | $57.5M | — | 4.1% |
| $ADP | Automatic Data Processing Inc | 279K | $56.7M | +63.8K | 4.0% |
| $MCO | Moody's Corporation | 130K | $56.5M | +117K | 4.0% |
| $CME | CME Group Inc | 189K | $55.9M | +7.92K | 4.0% |
| $TFC | Truist Financial Corporation | 1.15M | $52.8M | +1.1M | 3.8% |
| $FAST | Fastenal Company | 1.1M | $50.9M | +273K | 3.6% |
| $TDG | Transdigm Group Incorporated | 43.9K | $50.8M | +40.4K | 3.6% |
…and 66 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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