13F
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Invenomic Capital Management LP

13F equity value
$2.2B
Positions
148
Top 10 concentration
25.5%
Quarters / total new picks
24 / 657
13F equity value over time
$0M$1B$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +4.3% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 58.3% of quarters (excess t = 0.27, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.4%
t-stat
0.27
Quarterly win rate
58%
Annualized excess
+1.2%
$1 → follow vs universe
$2.44 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.21920200630: follow 1.35820200930: follow 1.72420201231: follow 1.88620210331: follow 1.74520210630: follow 1.94620210930: follow 1.92420211231: follow 1.88720220331: follow 1.78820220630: follow 1.59820220930: follow 1.85620221231: follow 1.70820230331: follow 1.85820230630: follow 1.89620230930: follow 2.04620231231: follow 2.01820240331: follow 1.86620240630: follow 2.02120240930: follow 2.03820241231: follow 1.83920250331: follow 2.03220250630: follow 2.09820250930: follow 2.53520251231: follow 2.438 0.92 1.83 2.74 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 148 · 2026 Q1

Ticker Value Weight QoQ
CHRD $73M
3.4%
ADD
WDAY $73M
3.4%
NEW
GPN $62M
2.8%
ADD
PVH $53M
2.5%
ADD
TFX $52M
2.4%
ADD
XRAY $51M
2.4%
TRIM
EGO $49M
2.3%
TRIM
FIS $49M
2.2%
ADD
AKAM $47M
2.1%
TRIM
VTRS $44M
2.0%
TRIM
CRM $42M
1.9%
ADD
BILL $40M
1.8%
ADD
LYFT $39M
1.8%
ADD
WIX $38M
1.8%
ADD
HAE $37M
1.7%
NEW
FISV $35M
1.6%
ADD
CLVT $34M
1.6%
ADD
OMC $34M
1.6%
HOLD
ST $33M
1.6%
TRIM
UHS $33M
1.5%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.