Debussy Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Debussy Capital Management LP reported 279 stock positions worth $707.3 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.3%) and Nvidia (NVDA, 3.2%). Compared with Q2 2025, it opened 11 new positions, sold out of 28, added to 113 and reduced 117. The biggest buy was Alphabet Class A (GOOGL, shares +14%) and the biggest sale Robert Half (RHI, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001682021
- Portfolio Value
- $707.3M (Q3 2025)
- SEC Filing
- 0001682021-25-000013 ↗ filed Nov 17, 2025
Holdings Value
Holdings 279 stocks · $707.3M
| AAPL Apple Inc. | 5.50% | 152,777 | $38.9M | Reduce -1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.31% | 299,053 | $23.4M | Add +14.3% |
| NVDA Nvidia Corp. | 3.16% | 119,844 | $22.4M | Reduce -13.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.00% | 194,423 | $21.2M | Reduce -18.4% |
| AMAT Applied Materials Inc. | 2.73% | 94,358 | $19.3M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 2.50% | 72,862 | $17.7M | Add +14.4% |
| BWA Borgwarner Inc. | 2.42% | 389,625 | $17.1M | Reduce -5.1% |
| SCHW Schwab (charles) Corp. | 2.42% | 179,023 | $17.1M | Reduce -6.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.24% | 370,444 | $15.9M | Add +14.6% |
| MDT Medtronic PLC | 2.19% | 162,642 | $15.5M | Reduce -8.1% |
| AMGN Amgen Inc. | 2.08% | 52,054 | $14.7M | Reduce -8.8% |
| SCHX Schwab US Large-Cap ETF | 2.00% | 536,902 | $14.1M | Add +2.3% |
| GBIL Goldman Sachs Access Treasur | 1.99% | 140,445 | $14.1M | Add +17.6% |
| SLV iShares Silver Trust | 1.92% | 320,953 | $13.6M | Reduce -19.3% |
| SCHO Schwab Short-Term US Treas | 1.73% | 500,122 | $12.2M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 17,150 | $11.4M | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 1.60% | 487,123 | $11.3M | Add +2.3% |
| TSLA Tesla Inc. | 1.38% | 21,952 | $9.8M | Add +1.0% |
| MSFT Microsoft Corp. | 1.38% | 18,778 | $9.7M | Add +5.4% |
| IAU iShares Gold Trust | 1.25% | 121,239 | $8.8M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.20% | 25,880 | $8.5M | Reduce -4.0% |
| CVS CVS Health Corp. | 1.15% | 107,839 | $8.1M | Reduce -26.7% |
| MRVL Marvell Technology Inc. | 1.12% | 94,370 | $7.9M | Add +23.4% |
| LLY Eli Lilly & Co. | 1.08% | 9,967 | $7.6M | Reduce -7.6% |
| GLD SPDR Gold Shares | 1.03% | 20,503 | $7.3M | Reduce -10.4% |
| V Visa Inc. Class A | 1.00% | 20,617 | $7.0M | Reduce -6.8% |
| ON On Semiconductor | 0.98% | 140,743 | $6.9M | Reduce -2.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.97% | 119,512 | $6.8M | Add +10.9% |
| CAT Caterpillar Inc. | 0.95% | 14,139 | $6.7M | Reduce -14.3% |
| SCHA Schwab US Small-Cap ETF | 0.93% | 236,964 | $6.6M | Reduce -1.3% |
| DVY iShares Select Dividend ETF | 0.92% | 45,869 | $6.5M | Reduce -0.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.92% | 65,895 | $6.5M | Reduce -0.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.89% | 136,314 | $6.3M | Add +12.3% |
| RHI Robert Half Inc. | 0.89% | 185,057 | $6.3M | Reduce -15.0% |
| DE Deere & Co. | 0.86% | 13,339 | $6.1M | Reduce -15.8% |
| SCHB Schwab US Broad Market ETF | 0.84% | 230,552 | $5.9M | Add +11.4% |
| INTC Intel Corp. | 0.77% | 162,669 | $5.5M | Reduce -7.8% |
| PEP Pepsico Inc. | 0.77% | 38,803 | $5.4M | Add +13.6% |
| LMBS First Trust Low Duration Opp | 0.76% | 108,243 | $5.4M | Add +6.3% |
| IVV iShares Core S&P 500 ETF | 0.72% | 7,562 | $5.1M | Reduce -31.0% |
| ACWI iShares MSCI Acwi ETF | 0.71% | 36,534 | $5.1M | Add +5.2% |
| PNR Pentair PLC | 0.68% | 43,473 | $4.8M | Reduce -26.0% |
| COIN Coinbase Global Inc. Class A | 0.67% | 14,132 | $4.8M | Add +1.6% |
| WBD Warner Bros Discovery Inc. | 0.67% | 240,931 | $4.7M | Reduce -9.4% |
| AMZN Amazon.com Inc. | 0.66% | 21,329 | $4.7M | Reduce -1.9% |
| GLPI Gaming and Leisure Propertie | 0.66% | 100,026 | $4.7M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 0.65% | 7,524 | $4.6M | Reduce -5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 23,902 | $4.5M | Reduce -7.5% |
| NUE Nucor Corp. | 0.61% | 31,964 | $4.3M | Reduce -17.4% |
| UPS United Parcel Service Class B | 0.60% | 50,836 | $4.2M | Reduce -19.5% |
| GOOG Alphabet Inc. Class C | 0.59% | 17,149 | $4.2M | Reduce -0.1% |
| AAAU Goldman Sachs Physical Gold | 0.59% | 109,524 | $4.2M | Reduce -21.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.56% | 118,999 | $4.0M | Reduce -0.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.55% | 38,774 | $3.9M | Add +30.6% |
| SCHM Schwab US Mid Cap ETF | 0.54% | 127,820 | $3.8M | Add +0.8% |
| LULU Lululemon Athletica Inc. | 0.51% | 20,467 | $3.6M | New |
| VEA Vanguard Ftse Developed ETF | 0.51% | 60,753 | $3.6M | Reduce -2.1% |
| ITOT iShares Core S&P Total U.S. | 0.49% | 23,714 | $3.5M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 0.47% | 70,257 | $3.3M | Add +36.8% |
| GRNY Fundstr Gran SH US LRG Cap | 0.46% | 129,090 | $3.2M | Add +49.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.45% | 73,844 | $3.2M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.44% | 4,261 | $3.1M | Reduce -7.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,912 | $3.0M | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 9,380 | $3.0M | Add +23.2% |
| T AT&T Inc. | 0.40% | 101,220 | $2.9M | Reduce -10.0% |
| K Kellanova | 0.38% | 32,901 | $2.7M | Reduce -3.2% |
| PSBD Palmer Square Capital BDC Inc. | 0.37% | 215,336 | $2.6M | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.35% | 85,540 | $2.5M | Reduce -0.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.35% | 71,792 | $2.5M | Reduce -5.7% |
| HALO Halozyme Therapeutics Inc. | 0.34% | 33,141 | $2.4M | Reduce -5.3% |
| WMT Walmart Inc. | 0.34% | 23,395 | $2.4M | Add +0.9% |
| LENZ Lenz Therapeutics Inc. | 0.34% | 51,752 | $2.4M | Reduce -12.7% |
| XLK SS Technology Select Sector | 0.34% | 8,498 | $2.4M | Add +4.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.33% | 65,279 | $2.4M | Reduce -4.2% |
| IDEV iShares Core MSCI Dev MKTS | 0.33% | 29,410 | $2.4M | Reduce -6.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 8,606 | $2.2M | Reduce -13.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 7,405 | $2.2M | Reduce -18.2% |
| ORCL Oracle Corp. | 0.29% | 7,409 | $2.1M | Reduce -5.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 23,290 | $2.0M | Reduce -8.8% |
| IMCV iShares Morningstar Mid-Cap | 0.28% | 24,665 | $2.0M | Reduce -7.4% |
| SCHH Schwab US REIT ETF | 0.28% | 91,622 | $2.0M | Add +19.9% |
| COST Costco Wholesale Corp. | 0.27% | 2,083 | $1.9M | Add +0.8% |
| ABBV Abbvie Inc. | 0.26% | 8,044 | $1.9M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.26% | 5,592 | $1.8M | Add +5.3% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 5,723 | $1.7M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.24% | 11,191 | $1.7M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 0.24% | 8,715 | $1.7M | Add +0.1% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 18,513 | $1.6M | Reduce -5.1% |
| VNQ Vanguard Real Estate ETF | 0.23% | 17,914 | $1.6M | Reduce -17.9% |
| VHT Vanguard Health Care ETF | 0.23% | 6,271 | $1.6M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 7,381 | $1.6M | Reduce -3.3% |
| DNP DNP Select Income Fund Inc. | 0.22% | 152,219 | $1.5M | No change |
| EZU iShares MSCI Eurozone ETF | 0.21% | 23,795 | $1.5M | Add +9.1% |
| VT Vanguard Tot World STK ETF | 0.21% | 10,694 | $1.5M | Reduce -0.7% |
| HD Home Depot Inc. | 0.21% | 3,631 | $1.5M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 12,272 | $1.5M | Reduce -5.6% |
| AVUV Avantis US Small Cap Value | 0.21% | 14,575 | $1.5M | Reduce -3.4% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 14,463 | $1.4M | No change |
| BA The Boeing Co. | 0.19% | 6,276 | $1.4M | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 2,465 | $1.2M | Add +0.7% |
Portfolio Sells Q2 2025 → Q3 2025
| RHI Robert Half Inc. | Reduce -15.0% | 0.89% | −0.45 |
| CVS CVS Health Corp. | Reduce -26.7% | 1.15% | −0.37 |
| UPS United Parcel Service Class B | Reduce -19.5% | 0.60% | −0.36 |
| DE Deere & Co. | Reduce -15.8% | 0.86% | −0.35 |
| AMGN Amgen Inc. | Reduce -8.8% | 2.08% | −0.32 |
| IVV iShares Core S&P 500 ETF | Reduce -31.0% | 0.72% | −0.31 |
| BNY Bank of New York Mellon Corp. | Reduce -18.4% | 3.00% | −0.26 |
| PNR Pentair PLC | Reduce -26.0% | 0.68% | −0.22 |
| SCHW Schwab (charles) Corp. | Reduce -6.1% | 2.42% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -7.6% | 1.08% | −0.19 |
| V Visa Inc. Class A | Reduce -6.8% | 1.00% | −0.18 |
| ON On Semiconductor | Reduce -2.1% | 0.98% | −0.15 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.14 |
| NUE Nucor Corp. | Reduce -17.4% | 0.61% | −0.14 |
| MDT Medtronic PLC | Reduce -8.1% | 2.19% | −0.13 |
| NVDA Nvidia Corp. | Reduce -13.5% | 3.16% | −0.12 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.10 |
| AAAU Goldman Sachs Physical Gold | Reduce -21.0% | 0.59% | −0.09 |
| MSI Motorola Solutions Inc. | Reduce -61.1% | 0.06% | −0.09 |
| SUB iShares Short-Term National | Reduce -40.5% | 0.11% | −0.09 |
| T AT&T Inc. | Reduce -10.0% | 0.40% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -18.2% | 0.31% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -7.2% | 0.44% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -49.5% | 0.06% | −0.07 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.06 |
| GLPI Gaming and Leisure Propertie | Reduce -3.0% | 0.66% | −0.06 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.06 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -17.9% | 0.23% | −0.06 |
| KO The Coca-Cola Co. | Reduce -53.5% | 0.04% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.5% | 0.63% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 0.66% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.05 |
| GMS GMS Inc. | Sold out | 0.00% | −0.05 |
| UNP Union Pacific Corp. | Reduce -54.8% | 0.04% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -43.3% | 0.06% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -13.7% | 0.31% | −0.05 |
| MMM 3M Co. | Sold out | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.3% | 0.42% | −0.04 |
| UTG Reaves Utility Income Fund | Reduce -34.5% | 0.09% | −0.04 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -51.1% | 0.04% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -8.8% | 0.15% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −0.04 |
| SLB SLB Ltd. | Reduce -5.7% | 0.35% | −0.04 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +14.4% | 2.50% | +0.82 |
| LULU Lululemon Athletica Inc. | New | 0.51% | +0.51 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.3% | 3.31% | +0.46 |
| TSLA Tesla Inc. | Add +1.0% | 1.38% | +0.34 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +14.6% | 2.24% | +0.28 |
| MRVL Marvell Technology Inc. | Add +23.4% | 1.12% | +0.23 |
| GBIL Goldman Sachs Access Treasur | Add +17.6% | 1.99% | +0.19 |
| GRNY Fundstr Gran SH US LRG Cap | Add +49.1% | 0.46% | +0.16 |
| SPEM State Street SP PTF Em ETF | Add +36.8% | 0.47% | +0.14 |
| FBTC Fidelity Wise Origin Bitcoin | Add +30.6% | 0.55% | +0.13 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +12.3% | 0.89% | +0.12 |
| IAU iShares Gold Trust | Add +0.0% | 1.25% | +0.11 |
| GALT Galectin Therapeutics Inc. | Add +48.3% | 0.15% | +0.10 |
| SCHB Schwab US Broad Market ETF | Add +11.4% | 0.84% | +0.10 |
| PEP Pepsico Inc. | Add +13.6% | 0.77% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +23.2% | 0.42% | +0.09 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +10.9% | 0.97% | +0.09 |
| SCHX Schwab US Large-Cap ETF | Add +2.3% | 2.00% | +0.07 |
| ALM Almonty Industries Inc. | New | 0.07% | +0.07 |
| AUSM Allspring Ultra SH Muni ETF | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +5.4% | 1.38% | +0.05 |
| ACWI iShares MSCI Acwi ETF | Add +5.2% | 0.71% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 1.62% | +0.04 |
| ADP Automatic Data Processing | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +5.3% | 0.26% | +0.04 |
| NSC Norfolk Southern Corp. | Add +57.0% | 0.09% | +0.04 |
| SCHH Schwab US REIT ETF | Add +19.9% | 0.28% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| ETHE Grayscale Ethereum Staking E | New | 0.03% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| TPL Texas Pacific Land Corp. | New | 0.03% | +0.03 |
| VPL Vanguard Ftse Pacific ETF | New | 0.03% | +0.03 |
| LOW Lowe's Cos Inc. | New | 0.03% | +0.03 |
| NOC Northrop Grumman Corp. | Add +70.7% | 0.06% | +0.03 |
| XLK SS Technology Select Sector | Add +4.3% | 0.34% | +0.03 |
| BN Brookfield Corp. | New | 0.03% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +2.3% | 1.60% | +0.02 |
| GE General Electric | Add +0.2% | 0.24% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 0.17% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +8.9% | 0.06% | +0.02 |
| LRCX Lam Research Corp. | Add +0.3% | 0.07% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | Add +0.1% | 0.06% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.0% | 0.08% | +0.02 |
| IYW iShares Ustechnology ETF | Add +0.1% | 0.24% | +0.01 |
| EZU iShares MSCI Eurozone ETF | Add +9.1% | 0.21% | +0.01 |
| JNJ Johnson & Johnson | Add +3.0% | 0.09% | +0.01 |
| RTX RTX Corp. | Add +9.1% | 0.09% | +0.01 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +9.5% | 0.15% | +0.01 |
| ROBT First Trust Nasdaq Artificia | Add +12.8% | 0.08% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +23.4% | 0.06% | +0.01 |
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 |