Gsa Capital Partners LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Gsa Capital Partners LLP reported 1,554 stock positions worth $1.3 billion. Its top holding was Progressive (PGR) at 0.4% of the portfolio, followed by Amazon.com (AMZN, 0.4%) and Root Inc./Oh Class A (ROOT, 0.4%). Compared with Q4 2023, it opened 639 new positions, sold out of 520, added to 458 and reduced 456. The biggest buy was Monster Beverage (MNST, shares +1060%) and the biggest sale an exit from Aon Class A (AON).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001362033
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0001362033-24-000004 ↗ filed May 3, 2024
Holdings Value
Holdings 1,554 stocks · $1.3B
| PGR Progressive Corp. | 0.40% | 24,627 | $5.1M | Add +86.9% |
| AMZN Amazon.com Inc. | 0.39% | 27,314 | $4.9M | Reduce -30.9% |
| ROOT Root Inc./Oh Class A | 0.38% | 77,938 | $4.8M | Reduce -25.8% |
| META Meta Platforms Inc. Class A | 0.36% | 9,286 | $4.5M | Add +89.5% |
| MNST Monster Beverage Corp. | 0.30% | 64,736 | $3.8M | Add +1060.1% |
| UGI Ugi Corp. | 0.29% | 149,186 | $3.7M | Add +962.1% |
| MGNI Magnite Inc. | 0.29% | 339,293 | $3.6M | Reduce -29.4% |
| JBSS John B. Sanfilippo & Son Inc. filed as SANFILIPPO JOHN B & SON INC | 0.27% | 32,195 | $3.4M | Add +676.9% |
| DTM DT Midstream Inc. | 0.27% | 55,764 | $3.4M | Add +551.3% |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.26% | 51,614 | $3.3M | Add +22.4% |
| APA Apa Corp. | 0.26% | 96,340 | $3.3M | New |
| APPF Appfolio Inc. Class A | 0.26% | 13,404 | $3.3M | Reduce -36.7% |
| HIMS Hims & Hers Health Inc. | 0.26% | 210,965 | $3.3M | Add +160.5% |
| ZTS Zoetis Inc. | 0.25% | 18,907 | $3.2M | New |
| VITL Vital Farms Inc. | 0.25% | 136,958 | $3.2M | Add +10.3% |
| CLBT Cellebrite Di Ltd. | 0.25% | 286,930 | $3.2M | Add +574.0% |
| RIG Transocean Ltd. | 0.25% | 506,105 | $3.2M | Add +23.9% |
| LMND Lemonade Inc. | 0.25% | 188,895 | $3.1M | New |
| NFLX Netflix Inc. | 0.24% | 5,059 | $3.1M | Add +491.0% |
| NVDA Nvidia Corp. | 0.24% | 3,400 | $3.1M | Reduce -46.1% |
| SBAC SBA Communications Corp. | 0.24% | 13,854 | $3.0M | Reduce -7.0% |
| SPOT Spotify Technology SA | 0.23% | 11,193 | $3.0M | Reduce -17.8% |
| G Genpact Ltd. | 0.23% | 89,462 | $2.9M | Add +65.6% |
| DOCU Docusign Inc. | 0.23% | 48,223 | $2.9M | Add +274.0% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.23% | 52,941 | $2.9M | Add +32.0% |
| NBR Nabors Industries Ltd. | 0.23% | 32,992 | $2.8M | Add +29.2% |
| BGS B&G Foods Inc. | 0.23% | 247,796 | $2.8M | New |
| MNKD Mannkind Corp. | 0.23% | 625,410 | $2.8M | Add +24.9% |
| EPAM Epam Systems Inc. | 0.22% | 10,226 | $2.8M | New |
| BTU Peabody Energy Corp. | 0.22% | 115,709 | $2.8M | Reduce -13.8% |
| JD Jd.com Inc.-ADR | 0.22% | 101,905 | $2.8M | Reduce -3.9% |
| PPLI People Inc. filed as IAC INC | 0.22% | 51,434 | $2.7M | Add +258.6% |
| FDN First Trust DJ Internet Ind | 0.22% | 13,358 | $2.7M | Add +59.7% |
| KLG WK Kellogg Co. | 0.22% | 144,107 | $2.7M | New |
| FCX Freeport-McMoran Inc. | 0.21% | 57,128 | $2.7M | Add +34.2% |
| SHW The Sherwin-Williams Co. | 0.21% | 7,729 | $2.7M | New |
| CRK Comstock Resources Inc. | 0.21% | 287,976 | $2.7M | New |
| POWI Power Integrations Inc. | 0.21% | 37,210 | $2.7M | Add +51.5% |
| VICR Vicor Corp. | 0.21% | 69,277 | $2.6M | Add +31.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.21% | 33,247 | $2.6M | Add +348.5% |
| AER Aercap Holdings NV | 0.21% | 30,391 | $2.6M | New |
| MU Micron Technology Inc. | 0.21% | 22,392 | $2.6M | Add +365.8% |
| CRUS Cirrus Logic Inc. | 0.21% | 28,391 | $2.6M | Add +9.2% |
| PACK Ranpak Holdings Corp. | 0.21% | 333,664 | $2.6M | Reduce -0.5% |
| NTRA Natera Inc. | 0.20% | 28,222 | $2.6M | Add +41.8% |
| DRS Leonardo DRS Inc. | 0.20% | 116,008 | $2.6M | Add +52.0% |
| FHI Federated Hermes Inc. | 0.20% | 70,497 | $2.5M | Add +1.0% |
| IRDM Iridium Communications Inc. | 0.20% | 97,031 | $2.5M | Add +880.2% |
| CRTO Criteo SA-Spon | 0.20% | 72,339 | $2.5M | Add +63.0% |
| PRCH Porch Group Inc. | 0.20% | 579,510 | $2.5M | Reduce -18.0% |
| XLV SS Health Care Select Sector | 0.20% | 16,863 | $2.5M | Reduce -50.3% |
| PSN Parsons Corp. | 0.20% | 29,657 | $2.5M | Add +266.9% |
| TECK Teck Resources Ltd.-CLS B | 0.20% | 53,740 | $2.5M | New |
| TDAY USA Today Co. Inc. filed as GANNETT CO INC | 0.19% | 994,888 | $2.4M | Reduce -9.3% |
| UNP Union Pacific Corp. | 0.19% | 9,872 | $2.4M | New |
| ZUMZ Zumiez Inc. | 0.19% | 159,205 | $2.4M | Add +36.2% |
| CNH CNH Industrial NV | 0.19% | 186,454 | $2.4M | Add +89.1% |
| SKX Skechers USA Inc. Class A | 0.19% | 39,357 | $2.4M | New |
| AMAT Applied Materials Inc. | 0.19% | 11,598 | $2.4M | Add +528.6% |
| NPKI NPK International Inc. filed as NEWPARK RES INC | 0.19% | 325,730 | $2.4M | Reduce -15.7% |
| MSFT Microsoft Corp. | 0.19% | 5,583 | $2.3M | Reduce -16.0% |
| GO Grocery Outlet Holding Corp. | 0.19% | 81,232 | $2.3M | Reduce -4.6% |
| PRIM Primoris Services Corp. | 0.18% | 54,510 | $2.3M | Add +177.3% |
| STNG Scorpio Tankers Inc. | 0.18% | 32,397 | $2.3M | Add +71.7% |
| TBLA Taboola.com Ltd. | 0.18% | 518,402 | $2.3M | Reduce -21.2% |
| UHAL U-Haul Holding Co. | 0.18% | 33,545 | $2.3M | Reduce -3.5% |
| HTBK Heritage Commerce Corp. | 0.18% | 264,107 | $2.3M | Add +17.2% |
| AIG American International Group | 0.18% | 28,970 | $2.3M | New |
| AGRO Adecoagro SA | 0.18% | 205,013 | $2.3M | Add +83.1% |
| XRT SS SPDR S&P Retail ETF | 0.18% | 28,528 | $2.3M | Add +259.1% |
| UEC Uranium Energy Corp. | 0.18% | 327,872 | $2.2M | New |
| CVGW Calavo Growers Inc. | 0.18% | 79,498 | $2.2M | Reduce -37.9% |
| TRUP Trupanion Inc. | 0.18% | 80,046 | $2.2M | Add +376.5% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.17% | 14,080 | $2.2M | Add +222.8% |
| SPR Spirit Aerosystems Hold Class A | 0.17% | 60,034 | $2.2M | New |
| EWZ iShares MSCI Brazil ETF | 0.17% | 66,617 | $2.2M | Add +6.4% |
| LBRT Liberty Energy Inc. | 0.17% | 103,789 | $2.2M | New |
| BKH Black Hills Corp. | 0.17% | 39,297 | $2.1M | Add +331.7% |
| ALTR Altair Engineering Inc. Class A | 0.17% | 24,852 | $2.1M | Add +355.9% |
| COLD Americold Realty Trust Inc. | 0.17% | 85,678 | $2.1M | Add +698.1% |
| SIGI Selective Insurance Group | 0.17% | 19,480 | $2.1M | Add +497.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.17% | 70,782 | $2.1M | Add +13.8% |
| WSC Willscot Holdings Corp. | 0.17% | 45,326 | $2.1M | Add +250.1% |
| VCR Vanguard Consumer Discre ETF | 0.17% | 6,623 | $2.1M | Add +39.5% |
| ENPH Enphase Energy Inc. | 0.17% | 17,373 | $2.1M | Add +430.5% |
| AEHR Aehr Test Systems | 0.17% | 169,136 | $2.1M | Add +348.0% |
| JOE The St Joe Co. | 0.17% | 36,166 | $2.1M | New |
| GOOGL Alphabet Inc. Class A | 0.17% | 13,823 | $2.1M | Reduce -29.5% |
| VC Visteon Corp. | 0.17% | 17,734 | $2.1M | Add +476.7% |
| CACC Credit Acceptance Corp. | 0.17% | 3,772 | $2.1M | New |
| OIH Vaneck Oil Services ETF | 0.17% | 6,181 | $2.1M | Add +375.5% |
| SNX TD Synnex Corp. | 0.16% | 18,276 | $2.1M | New |
| ACAD Acadia Pharmaceuticals Inc. | 0.16% | 111,394 | $2.1M | Add +730.9% |
| CHWY Chewy Inc. Class A | 0.16% | 129,352 | $2.1M | Add +256.6% |
| MELI MercadoLibre Inc. | 0.16% | 1,360 | $2.1M | Reduce -18.8% |
| RIGL Rigel Pharmaceuticals Inc. | 0.16% | 1,379,530 | $2.0M | Reduce -3.3% |
| WH Wyndham Hotels & Resorts Inc. | 0.16% | 26,557 | $2.0M | New |
| PDD PDD Holdings Inc. | 0.16% | 17,457 | $2.0M | Reduce -1.2% |
| CRCT Cricut Inc. Class A | 0.16% | 423,849 | $2.0M | Add +584.2% |
| XOP SS SPDR S&P Og Exp & Prod | 0.16% | 12,989 | $2.0M | New |
Portfolio Sells Q4 2023 → Q1 2024
| AON Aon PLC Class A | Sold out | 0.00% | −0.38 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −0.37 |
| URNM Sprott Uranium Miners ETF | Sold out | 0.00% | −0.34 |
| CRH CRH PLC | Reduce -73.5% | 0.15% | −0.34 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.31 |
| DK Delek US Holdings Inc. | Sold out | 0.00% | −0.30 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.30 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.29 |
| RELY Remitly Global Inc. | Reduce -69.8% | 0.13% | −0.29 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.29 |
| BJRI Bj's Restaurants Inc. | Reduce -90.3% | 0.03% | −0.25 |
| EXR Extra Space Storage Inc. | Reduce -88.4% | 0.03% | −0.25 |
| UNH Unitedhealth Group Inc. | Reduce -61.5% | 0.12% | −0.24 |
| TT Trane Technologies PLC | Reduce -92.5% | 0.02% | −0.24 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.23 |
| JACK Jack in the Box Inc. | Sold out | 0.00% | −0.23 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.23 |
| HLF Herbalife Ltd. | Sold out | 0.00% | −0.23 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.23 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.22 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -91.1% | 0.03% | −0.22 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.21 |
| CAH Cardinal Health Inc. | Reduce -93.0% | 0.02% | −0.21 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.21 |
| WDFC WD-40 Co. | Reduce -77.5% | 0.06% | −0.21 |
| CCI Crown Castle Inc. | Reduce -85.2% | 0.03% | −0.20 |
| LNC Lincoln National Corp. | Reduce -85.8% | 0.04% | −0.20 |
| CDXS Codexis Inc. | Reduce -94.1% | 0.01% | −0.20 |
| HESM Hess Midstream LP Class A | Reduce -76.7% | 0.07% | −0.20 |
| WKC World Kinect Corp. | Reduce -84.3% | 0.04% | −0.20 |
| SPWH Sportsman's Warehouse Holdin | Reduce -90.0% | 0.01% | −0.19 |
| DVY iShares Select Dividend ETF | Reduce -87.7% | 0.03% | −0.19 |
| XLV SS Health Care Select Sector | Reduce -50.3% | 0.20% | −0.19 |
| ESPR Esperion Therapeutics Inc. | Reduce -60.2% | 0.10% | −0.19 |
| FEZ State Street SPDR Euro Stoxx | Reduce -89.2% | 0.02% | −0.19 |
| UVE Universal Insurance Holdings | Sold out | 0.00% | −0.19 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.18 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.18 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.18 |
| REZI Resideo Technologies Inc. | Sold out | 0.00% | −0.18 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.18 |
| AAT American Assets Trust Inc. | Sold out | 0.00% | −0.17 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.17 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.17 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.17 |
| VHT Vanguard Health Care ETF | Reduce -53.2% | 0.16% | −0.17 |
| BJ Bj's Wholesale Club Holdings | Reduce -73.0% | 0.07% | −0.17 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -76.9% | 0.06% | −0.17 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.17 |
Portfolio Buys Q4 2023 → Q1 2024
| MNST Monster Beverage Corp. | Add +1060.1% | 0.30% | +0.28 |
| APA Apa Corp. | New | 0.26% | +0.26 |
| UGI Ugi Corp. | Add +962.1% | 0.29% | +0.26 |
| ZTS Zoetis Inc. | New | 0.25% | +0.25 |
| LMND Lemonade Inc. | New | 0.25% | +0.25 |
| JBSS John B. Sanfilippo & Son Inc. | Add +676.9% | 0.27% | +0.23 |
| DTM DT Midstream Inc. | Add +551.3% | 0.27% | +0.23 |
| PGR Progressive Corp. | Add +86.9% | 0.40% | +0.23 |
| BGS B&G Foods Inc. | New | 0.23% | +0.23 |
| EPAM Epam Systems Inc. | New | 0.22% | +0.22 |
| CLBT Cellebrite Di Ltd. | Add +574.0% | 0.25% | +0.22 |
| KLG WK Kellogg Co. | New | 0.22% | +0.22 |
| SHW The Sherwin-Williams Co. | New | 0.21% | +0.21 |
| META Meta Platforms Inc. Class A | Add +89.5% | 0.36% | +0.21 |
| CRK Comstock Resources Inc. | New | 0.21% | +0.21 |
| AER Aercap Holdings NV | New | 0.21% | +0.21 |
| NFLX Netflix Inc. | Add +491.0% | 0.24% | +0.21 |
| HIMS Hims & Hers Health Inc. | Add +160.5% | 0.26% | +0.20 |
| TECK Teck Resources Ltd.-CLS B | New | 0.20% | +0.20 |
| UNP Union Pacific Corp. | New | 0.19% | +0.19 |
| SKX Skechers USA Inc. Class A | New | 0.19% | +0.19 |
| AIG American International Group | New | 0.18% | +0.18 |
| UEC Uranium Energy Corp. | New | 0.18% | +0.18 |
| MU Micron Technology Inc. | Add +365.8% | 0.21% | +0.18 |
| SPR Spirit Aerosystems Hold Class A | New | 0.17% | +0.17 |
| LBRT Liberty Energy Inc. | New | 0.17% | +0.17 |
| IRDM Iridium Communications Inc. | Add +880.2% | 0.20% | +0.17 |
| JOE The St Joe Co. | New | 0.17% | +0.17 |
| CACC Credit Acceptance Corp. | New | 0.17% | +0.17 |
| AMAT Applied Materials Inc. | Add +528.6% | 0.19% | +0.16 |
| SNX TD Synnex Corp. | New | 0.16% | +0.16 |
| DOCU Docusign Inc. | Add +274.0% | 0.23% | +0.16 |
| OLLI Ollie's Bargain Outlet Holdi | Add +348.5% | 0.21% | +0.16 |
| WH Wyndham Hotels & Resorts Inc. | New | 0.16% | +0.16 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.16% | +0.16 |
| STT State Street Corp. | New | 0.16% | +0.16 |
| AM Antero Midstream Corp. | New | 0.16% | +0.16 |
| NTES Netease Inc.-ADR | New | 0.16% | +0.16 |
| WES Western Midstream Partners L | New | 0.16% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.16% | +0.16 |
| SCHH Schwab US REIT ETF | New | 0.16% | +0.16 |
| VIGI Vanguard Int Div App Indx FD | New | 0.15% | +0.15 |
| PPLI People Inc. | Add +258.6% | 0.22% | +0.15 |
| IQLT iShares MSCI International Q | New | 0.15% | +0.15 |
| HAIN Hain Celestial Group Inc. | New | 0.15% | +0.15 |
| KSPI JSC Kaspi.kz ADR | New | 0.15% | +0.15 |
| EWH iShares MSCI Hong Kong ETF | New | 0.15% | +0.15 |
| RXST Rxsight Inc. | New | 0.15% | +0.15 |
| PSN Parsons Corp. | Add +266.9% | 0.20% | +0.15 |
| TMUS T-Mobile US Inc. | New | 0.15% | +0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,692 | $1.6B | VCSH, IGSB, VCIT, SPSB, FLOT |
| Q1 2026 | 1,664 | $1.6B | VCSH, VCIT, LQD, HYG, IGSB |
| Q4 2025 | 1,617 | $1.2B | FLOT, NVDA, RELY, VCSH, LNG |
| Q3 2025 | 1,596 | $1.2B | ACN, SFM, MSFT, TSLA, NVDA |
| Q2 2025 | 1,695 | $1.4B | NVDA, MSFT, AAPL, JPM, BRK.B |
| Q1 2025 | 1,596 | $1.1B | GOOGL, PGR, CSX, BX, FRO |
| Q4 2024 | 1,558 | $1.4B | IVV, AMZN, MSFT, NVDA, AAPL |
| Q3 2024 | 1,537 | $1.3B | NVDA, MSFT, GOOGL, AMZN, GSL |
| Q2 2024 | 1,577 | $1.4B | DVN, VITL, FISV, PGR, SBLK |
| Q1 2024 | 1,554 | $1.3B | PGR, AMZN, ROOT, META, MNST |