Debussy Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Debussy Capital Management LP reported 296 stock positions worth $666.1 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Nvidia (NVDA, 3.3%) and Bank of New York Mellon (BNY, 3.3%). Compared with Q1 2025, it opened 26 new positions, sold out of 13, added to 97 and reduced 134. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682021
- Portfolio Value
- $666.1M (Q2 2025)
- SEC Filing
- 0001682021-25-000006 ↗ filed Aug 14, 2025
Holdings Value
Holdings 296 stocks · $666.1M
| AAPL Apple Inc. | 4.75% | 154,269 | $31.7M | Reduce -1.0% |
| NVDA Nvidia Corp. | 3.29% | 138,529 | $21.9M | Reduce -3.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.26% | 238,120 | $21.7M | Reduce -10.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.86% | 261,762 | $19.0M | Reduce -0.7% |
| AMAT Applied Materials Inc. | 2.70% | 98,374 | $18.0M | Reduce -4.3% |
| SCHW Schwab (charles) Corp. | 2.61% | 190,610 | $17.4M | Add +0.2% |
| AMGN Amgen Inc. | 2.39% | 57,077 | $15.9M | Reduce -2.6% |
| MDT Medtronic PLC | 2.32% | 176,914 | $15.4M | Reduce -1.0% |
| BWA Borgwarner Inc. | 2.06% | 410,538 | $13.7M | Add +1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.96% | 323,195 | $13.1M | Reduce -1.4% |
| SLV iShares Silver Trust | 1.96% | 397,518 | $13.0M | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 1.93% | 524,647 | $12.8M | Reduce -2.8% |
| GBIL Goldman Sachs Access Treasur | 1.80% | 119,433 | $12.0M | Reduce -7.5% |
| SCHO Schwab Short-Term US Treas | 1.75% | 478,649 | $11.7M | Reduce -9.5% |
| GOOGL Alphabet Inc. Class A | 1.68% | 63,669 | $11.2M | Add +57.6% |
| SCHF Schwab Intl Equity ETF | 1.58% | 476,016 | $10.5M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.57% | 16,957 | $10.5M | Add +5.4% |
| CVS CVS Health Corp. | 1.52% | 147,059 | $10.1M | Reduce -1.5% |
| RHI Robert Half Inc. | 1.34% | 217,784 | $8.9M | Add +2.8% |
| MSFT Microsoft Corp. | 1.33% | 17,809 | $8.9M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 1.26% | 10,787 | $8.4M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.23% | 26,948 | $8.2M | Reduce -2.4% |
| DE Deere & Co. | 1.21% | 15,838 | $8.1M | Reduce -1.7% |
| V Visa Inc. Class A | 1.18% | 22,121 | $7.9M | Reduce -1.8% |
| IAU iShares Gold Trust | 1.13% | 121,215 | $7.6M | Reduce -21.8% |
| ON On Semiconductor | 1.13% | 143,782 | $7.5M | Add +4.7% |
| GLD SPDR Gold Shares | 1.05% | 22,872 | $7.0M | Reduce -2.0% |
| TSLA Tesla Inc. | 1.04% | 21,737 | $6.9M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 1.02% | 10,955 | $6.8M | Add +2.2% |
| CAT Caterpillar Inc. | 0.96% | 16,498 | $6.4M | Reduce -0.6% |
| UPS United Parcel Service Class B | 0.96% | 63,165 | $6.4M | Reduce -36.1% |
| DVY iShares Select Dividend ETF | 0.92% | 46,311 | $6.2M | Add +47.4% |
| SCHA Schwab US Small-Cap ETF | 0.91% | 239,964 | $6.1M | Reduce -14.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.91% | 66,215 | $6.0M | Add +2.0% |
| PNR Pentair PLC | 0.91% | 58,731 | $6.0M | Reduce -5.2% |
| MRVL Marvell Technology Inc. | 0.89% | 76,505 | $5.9M | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.88% | 107,729 | $5.9M | Reduce -2.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.78% | 121,394 | $5.2M | Reduce -2.4% |
| LMBS First Trust Low Duration Opp | 0.75% | 101,800 | $5.0M | Add +68.6% |
| NUE Nucor Corp. | 0.75% | 38,672 | $5.0M | Reduce -1.8% |
| SCHB Schwab US Broad Market ETF | 0.74% | 206,880 | $4.9M | Reduce -1.8% |
| COIN Coinbase Global Inc. Class A | 0.73% | 13,909 | $4.9M | Add +0.4% |
| GLPI Gaming and Leisure Propertie | 0.72% | 103,078 | $4.8M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 0.72% | 21,731 | $4.8M | Add +6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.69% | 25,848 | $4.6M | Add +14.6% |
| AAAU Goldman Sachs Physical Gold | 0.68% | 138,607 | $4.5M | New |
| VOO Vanguard S&P 500 ETF | 0.68% | 7,973 | $4.5M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.68% | 34,158 | $4.5M | Reduce -0.1% |
| ACWI iShares MSCI Acwi ETF | 0.67% | 34,723 | $4.5M | Add +2.0% |
| INTC Intel Corp. | 0.59% | 176,346 | $4.0M | Reduce -1.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.54% | 120,135 | $3.6M | Add +0.2% |
| SCHM Schwab US Mid Cap ETF | 0.53% | 126,749 | $3.6M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.53% | 62,043 | $3.5M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.51% | 4,593 | $3.4M | Reduce -0.4% |
| T AT&T Inc. | 0.49% | 112,470 | $3.3M | Reduce -1.2% |
| ITOT iShares Core S&P Total U.S. | 0.48% | 23,909 | $3.2M | Reduce -27.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 6,374 | $3.1M | Reduce -0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.46% | 76,772 | $3.1M | Add +12.6% |
| WBD Warner Bros Discovery Inc. | 0.46% | 265,994 | $3.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.46% | 17,162 | $3.0M | Add +1.5% |
| PSBD Palmer Square Capital BDC Inc. | 0.45% | 215,336 | $3.0M | Reduce -2.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.42% | 29,699 | $2.8M | Add +42.3% |
| K Kellanova | 0.41% | 34,000 | $2.7M | Reduce -1.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.39% | 76,113 | $2.6M | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 9,051 | $2.5M | Reduce -0.3% |
| SPTS SS SPDR P St Term TSY ETF | 0.38% | 86,172 | $2.5M | Reduce -3.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.36% | 31,557 | $2.4M | Add +2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 9,974 | $2.4M | Add +3.8% |
| WMT Walmart Inc. | 0.34% | 23,188 | $2.3M | Add +1.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.34% | 68,145 | $2.2M | Add +10.6% |
| JPM JPMorgan Chase & Co. | 0.33% | 7,615 | $2.2M | Add +1.8% |
| SPEM State Street SP PTF Em ETF | 0.33% | 51,375 | $2.2M | Add +1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 25,549 | $2.1M | Add +5.6% |
| XLK SS Technology Select Sector | 0.31% | 8,146 | $2.1M | Add +7.6% |
| COST Costco Wholesale Corp. | 0.31% | 2,067 | $2.0M | Add +0.9% |
| IMCV iShares Morningstar Mid-Cap | 0.30% | 26,647 | $2.0M | Add +18.0% |
| GRNY Fundstr Gran SH US LRG Cap | 0.29% | 86,569 | $2.0M | Reduce -37.8% |
| VNQ Vanguard Real Estate ETF | 0.29% | 21,834 | $1.9M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.27% | 11,473 | $1.8M | Reduce -4.5% |
| HALO Halozyme Therapeutics Inc. | 0.27% | 34,978 | $1.8M | No change |
| LENZ Lenz Therapeutics Inc. | 0.26% | 59,252 | $1.7M | No change |
| ORCL Oracle Corp. | 0.26% | 7,850 | $1.7M | Reduce -4.0% |
| SCHH Schwab US REIT ETF | 0.24% | 76,436 | $1.6M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 7,630 | $1.6M | Reduce -1.1% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 19,514 | $1.5M | Add +15.2% |
| IYW iShares Ustechnology ETF | 0.23% | 8,704 | $1.5M | Reduce -9.0% |
| ABBV Abbvie Inc. | 0.23% | 8,080 | $1.5M | Reduce -1.1% |
| DNP DNP Select Income Fund Inc. | 0.22% | 152,219 | $1.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.22% | 5,713 | $1.5M | Reduce -21.1% |
| VHT Vanguard Health Care ETF | 0.22% | 5,915 | $1.5M | Add +140.3% |
| AVGO Broadcom Inc. | 0.22% | 5,310 | $1.5M | Add +6.1% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 12,995 | $1.4M | Add +173.6% |
| VT Vanguard Tot World STK ETF | 0.21% | 10,770 | $1.4M | Reduce -25.5% |
| AVUV Avantis US Small Cap Value | 0.21% | 15,081 | $1.4M | Add +22.3% |
| SUB iShares Short-Term National | 0.20% | 12,617 | $1.3M | No change |
| HD Home Depot Inc. | 0.20% | 3,630 | $1.3M | Add +3.0% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 14,463 | $1.3M | Reduce -0.4% |
| EZU iShares MSCI Eurozone ETF | 0.19% | 21,804 | $1.3M | Add +0.6% |
| AVY Avery Dennison Corp. | 0.19% | 7,332 | $1.3M | Reduce -3.7% |
| BA The Boeing Co. | 0.19% | 6,087 | $1.3M | Reduce -6.3% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.0% | 4.75% | −0.82 |
| UPS United Parcel Service Class B | Reduce -36.1% | 0.96% | −0.79 |
| AMGN Amgen Inc. | Reduce -2.6% | 2.39% | −0.55 |
| SCHD Schwab US DVD Equity ETF | Reduce -90.9% | 0.03% | −0.37 |
| BNY Bank of New York Mellon Corp. | Reduce -10.9% | 3.26% | −0.35 |
| IAU iShares Gold Trust | Reduce -21.8% | 1.13% | −0.34 |
| SCHO Schwab Short-Term US Treas | Reduce -9.5% | 1.75% | −0.32 |
| GBIL Goldman Sachs Access Treasur | Reduce -7.5% | 1.80% | −0.29 |
| MDT Medtronic PLC | Reduce -1.0% | 2.32% | −0.27 |
| ITOT iShares Core S&P Total U.S. | Reduce -27.1% | 0.48% | −0.16 |
| GLPI Gaming and Leisure Propertie | Reduce -3.7% | 0.72% | −0.15 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.68% | −0.15 |
| IYH iShares U.S. Healthcare ETF | Reduce -48.0% | 0.12% | −0.14 |
| SCHA Schwab US Small-Cap ETF | Reduce -14.0% | 0.91% | −0.14 |
| SLB SLB Ltd. | Reduce -2.2% | 0.39% | −0.14 |
| GRNY Fundstr Gran SH US LRG Cap | Reduce -37.8% | 0.29% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -8.0% | 0.11% | −0.11 |
| CVS CVS Health Corp. | Reduce -1.5% | 1.52% | −0.11 |
| V Visa Inc. Class A | Reduce -1.8% | 1.18% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.46% | −0.09 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.09 |
| ARKB ARK 21SHARES Bitcoin ETF | Reduce -48.5% | 0.13% | −0.08 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −0.07 |
| SLV iShares Silver Trust | Reduce -2.0% | 1.96% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -32.9% | 0.14% | −0.07 |
| INTC Intel Corp. | Reduce -1.6% | 0.59% | −0.06 |
| VT Vanguard Tot World STK ETF | Reduce -25.5% | 0.21% | −0.06 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 0.27% | −0.06 |
| K Kellanova | Reduce -1.4% | 0.41% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.23% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.15% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -18.4% | 0.11% | −0.05 |
| VAW Vanguard Materials ETF | Sold out | 0.00% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.4% | 0.78% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -3.0% | 0.38% | −0.04 |
| FTXN First Trust Nasdaq Oil & Gas | Sold out | 0.00% | −0.04 |
| JPC Nuveen Prefered & Income Opp | Sold out | 0.00% | −0.04 |
| GLD SPDR Gold Shares | Reduce -2.0% | 1.05% | −0.04 |
| GMOM Cambria Global Momentum ETF | Sold out | 0.00% | −0.03 |
| SPH Suburban Propane Partners LP | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.03 |
| TGT Target Corp. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -4.0% | 0.13% | −0.03 |
| T AT&T Inc. | Reduce -1.2% | 0.49% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.29% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.2% | 0.88% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 0.10% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| MRVL Marvell Technology Inc. | New | 0.89% | +0.89 |
| AAAU Goldman Sachs Physical Gold | New | 0.68% | +0.68 |
| GOOGL Alphabet Inc. Class A | Add +57.6% | 1.68% | +0.68 |
| COIN Coinbase Global Inc. Class A | Add +0.4% | 0.73% | +0.35 |
| LMBS First Trust Low Duration Opp | Add +68.6% | 0.75% | +0.27 |
| DVY iShares Select Dividend ETF | Add +47.4% | 0.92% | +0.24 |
| ON On Semiconductor | Add +4.7% | 1.13% | +0.23 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 2.61% | +0.21 |
| BWA Borgwarner Inc. | Add +1.6% | 2.06% | +0.20 |
| FBTC Fidelity Wise Origin Bitcoin | Add +42.3% | 0.42% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +173.6% | 0.21% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.4% | 1.57% | +0.12 |
| VHT Vanguard Health Care ETF | Add +140.3% | 0.22% | +0.12 |
| AMZN Amazon.com Inc. | Add +6.2% | 0.72% | +0.09 |
| IYJ iShares U.S. Industrials ETF | New | 0.09% | +0.09 |
| UBER Uber Technologies Inc. | New | 0.09% | +0.09 |
| NOW ServiceNow Inc. | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +6.1% | 0.22% | +0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +12.6% | 0.46% | +0.06 |
| IGM iShares Expanded Tech Sector | New | 0.06% | +0.06 |
| IYE iShares U.S. Energy ETF | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.6% | 0.69% | +0.06 |
| XLK SS Technology Select Sector | Add +7.6% | 0.31% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +2.2% | 1.02% | +0.05 |
| INSM Insmed Inc. | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | New | 0.05% | +0.05 |
| IYM iShares U.S. Basic Materials | New | 0.04% | +0.04 |
| GALT Galectin Therapeutics Inc. | Add +210.0% | 0.05% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.04% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +15.2% | 0.23% | +0.04 |
| SYK Stryker Corp. | New | 0.04% | +0.04 |
| TBG TBG Dividend Focus ETF | New | 0.04% | +0.04 |
| MET Metlife Inc. | New | 0.04% | +0.04 |
| ISRG Intuitive Surgical Inc. | New | 0.04% | +0.04 |
| IXP iShares Global Comm Services | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.33% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| VPU Vanguard Utilities ETF | New | 0.03% | +0.03 |
| IMCV iShares Morningstar Mid-Cap | Add +18.0% | 0.30% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +22.3% | 0.21% | +0.03 |
| ETN Eaton Corp. PLC | New | 0.03% | +0.03 |
| ACWI iShares MSCI Acwi ETF | Add +2.0% | 0.67% | +0.03 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +10.6% | 0.34% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.46% | +0.03 |
| MDLZ Mondelez International Inc. Class A | New | 0.03% | +0.03 |
| CSX CSX Corp. | New | 0.03% | +0.03 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
| MCK McKesson Corp. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 281 | $723.2M | AAPL, AMAT, SPYM, SPDW, NVDA |
| Q4 2025 | 278 | $735.4M | AAPL, SPYM, AMAT, GOOGL, NVDA |
| Q3 2025 | 279 | $707.3M | AAPL, SPYM, NVDA, BNY, AMAT |
| Q2 2025 | 296 | $666.1M | AAPL, NVDA, BNY, SPYM, AMAT |
| Q1 2025 | 283 | $620.9M | AAPL, BNY, AMGN, SPYM, MDT |
| Q4 2024 | 287 | $652.2M | AAPL, BNY, AMAT, SPYM, AMGN |
| Q3 2024 | 226 | $344.4M | SPYM, AAPL, SPDW, SCHX, SCHO |
| Q2 2024 | 229 | $351.1M | SPYM, AAPL, SPDW, SCHO, SHY |
| Q1 2024 | 220 | $342.8M | SPYM, SCHO, SPDW, SHY, AAPL |