PECONIC PARTNERS LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $8.0B in reported equity holdings across 8 positions. The largest holdings are QRVO (42.3%), DY (27.9%), MTZ (19.0%), QQQ (6.5%), FCX (3.1%). The portfolio is concentrated in Other (100.0%), Communication Services (0.0%). Data sourced from SEC EDGAR 13F filings (CIK 1050464).