PARKWOOD LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEN | 69K | $8.69M |
 | DDOG | 68K | $9.67M |
 | CTSH | 60K | $4.00M |
 | BLDR | 59K | $7.21M |
 | DASH | 58K | $15.89M |
 | TSM | 55K | $15.39M |
 | ELV | 54K | $17.46M |
 | CDNS | 49K | $17.33M |
 | PGR | 47K | $11.54M |
 | TXN | 46K | $8.51M |
 | AN | 45K | $9.84M |
 | AXON | 38K | $27.45M |
 | META | 37K | $27.22M |
 | PEP | 36K | $5.04M |
 | KKR | 36K | $4.62M |
 | MNDY | 35K | $6.85M |
 | PG | 35K | $5.33M |
 | PRI | 33K | $9.14M |
 | NDAQ | 33K | $2.88M |
 | MSFT | 29K | $15.11M |
Lennar Corporation
LEN
Shares Held
69K
Value
$8.69M
Datadog, Inc.
DDOG
Shares Held
68K
Value
$9.67M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
60K
Value
$4.00M
Builders FirstSource, Inc.
BLDR
Shares Held
59K
Value
$7.21M
DoorDash, Inc.
DASH
Shares Held
58K
Value
$15.89M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
55K
Value
$15.39M
Elevance Health Inc.
ELV
Shares Held
54K
Value
$17.46M
Cadence Design Systems, Inc.
CDNS
Shares Held
49K
Value
$17.33M
The Progressive Corporation
PGR
Shares Held
47K
Value
$11.54M
Texas Instruments Incorporated
TXN
Shares Held
46K
Value
$8.51M
AutoNation, Inc.
AN
Shares Held
45K
Value
$9.84M
Axon Enterprise, Inc.
AXON
Shares Held
38K
Value
$27.45M
Meta Platforms, Inc.
META
Shares Held
37K
Value
$27.22M
PepsiCo, Inc.
PEP
Shares Held
36K
Value
$5.04M
KKR & Co. Inc.
KKR
Shares Held
36K
Value
$4.62M
monday.com Ltd.
MNDY
Shares Held
35K
Value
$6.85M
The Procter & Gamble Company
PG
Shares Held
35K
Value
$5.33M
Primerica, Inc.
PRI
Shares Held
33K
Value
$9.14M
Nasdaq, Inc.
NDAQ
Shares Held
33K
Value
$2.88M
Microsoft Corporation
MSFT
Shares Held
29K
Value
$15.11M