BRIDGECREEK INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADBE | 35K | $20.91M |
 | STZ | 35K | $8.41M |
 | MSCI | 30K | $16.99M |
 | FANG | 30K | $4.65M |
 | JD | 29K | $837.81K |
 | BROS | 29K | $916.85K |
 | NLY | 27K | $513.30K |
 | UNH | 26K | $13.53M |
 | XOM | 26K | $2.57M |
 | MA | 25K | $10.83M |
 | KDP | 22K | $726.81K |
 | SNEX | 19K | $1.38M |
 | MAR | 17K | $3.91M |
 | MSFT | 17K | $6.46M |
 | AMT | 17K | $3.69M |
 | HPQ | 16K | $475.42K |
 | HPE | 16K | $268.28K |
 | PANW | 15K | $4.47M |
 | CSCO | 15K | $759.67K |
 | MKTX | 15K | $4.40M |
Adobe Inc.
ADBE
Shares Held
35K
Value
$20.91M
Constellation Brands, Inc.
STZ
Shares Held
35K
Value
$8.41M
MSCI Inc.
MSCI
Shares Held
30K
Value
$16.99M
Diamondback Energy, Inc.
FANG
Shares Held
30K
Value
$4.65M
JD.com, Inc.
JD
Shares Held
29K
Value
$837.81K
Dutch Bros Inc.
BROS
Shares Held
29K
Value
$916.85K
Annaly Capital Management, Inc.
NLY
Shares Held
27K
Value
$513.30K
UnitedHealth Group Incorporated
UNH
Shares Held
26K
Value
$13.53M
Exxon Mobil Corporation
XOM
Shares Held
26K
Value
$2.57M
Mastercard Incorporated
MA
Shares Held
25K
Value
$10.83M
Keurig Dr Pepper Inc.
KDP
Shares Held
22K
Value
$726.81K
StoneX Group Inc.
SNEX
Shares Held
19K
Value
$1.38M
Marriott International, Inc.
MAR
Shares Held
17K
Value
$3.91M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.46M
American Tower Corporation
AMT
Shares Held
17K
Value
$3.69M
HP Inc.
HPQ
Shares Held
16K
Value
$475.42K
Hewlett Packard Enterprise Company
HPE
Shares Held
16K
Value
$268.28K
Palo Alto Networks, Inc.
PANW
Shares Held
15K
Value
$4.47M
Cisco Systems, Inc.
CSCO
Shares Held
15K
Value
$759.67K
MarketAxess Holdings Inc.
MKTX
Shares Held
15K
Value
$4.40M