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Funds (13F)

Exoduspoint Capital Management, LP

Backtest from 15 Feb 2019 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+13.3%
S&P 500 +15.6%
Last 12 months
+12.6%
S&P 500 +12.1%
Sharpe ratio
0.58
S&P 500 0.73
Biggest drop
−35.2%
S&P 500 −31.8%
$10.0k$20.0k 20192020202120222023202420252026 $30.6k$26.3k
StrategyS&P 500 $10,000 in Exoduspoint Capital Management, LP from 15 Feb 2019 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Exoduspoint Capital Management, LP's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Exoduspoint Capital Management, LP's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+13.3%+15.6%
Total return+163%+206%
Last 12 months+12.6%+12.1%
Last 3 months+2.0%—
Last month−1.3%—
This year so far+9.8%—
Volatility a year20.0%18.0%
Sharpe ratio0.580.73
Biggest drop−35.2%−31.8%
Beta to the S&P 5001.041.00
Alpha a year (t-statistic)−2.2% (−0.90)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
AMZN6.6%——
AAPL5.0%——
PEN3.5%——
SPCX3.4%——
NVDA2.8%——
SHOP1.1%——
AEE0.9%——
MSFT0.9%——
ORLY0.8%——
NSC0.8%——
XEL0.8%——
OTIS0.8%——
EVRG0.7%——
INTC0.7%——
CBRS0.7%——
CRM0.7%——
ETR0.6%——
AEP0.6%——
LNT0.6%——
BE0.6%——
ZM0.5%——
MAIR0.5%——
OGE0.5%——
QXO0.5%——
OGS0.5%——
MDB0.5%——
CRDO0.4%——
WM0.4%——
ONON0.4%——
ARMK0.4%——
FRMI0.4%——
ROKU0.3%——
AKAM0.3%——
HD0.3%——
AXTA0.3%——
FPS0.3%——
HLT0.3%——
COST0.3%——
SR0.3%——
WULF0.3%——
FBIN0.3%——
OKTA0.3%——
CRH0.3%——
DY0.3%——
CNH0.3%——
GM0.3%——
GEN0.3%——
CSCO0.3%——
MKSI0.3%——
ORCL0.3%——
XYZ0.3%——
OLLI0.3%——
LFTO0.3%——
STM0.3%——
CAH0.3%——
APTV0.3%——
SMTC0.3%——
ETSY0.3%——
SAIA0.3%——
VGNT0.3%——
SNDK0.3%——
GH0.3%——
NET0.3%——
QCOM0.3%——
V0.3%——
WLK0.2%——
KVUE0.2%——
PPL0.2%——
WFC0.2%——
ISRG0.2%——
UAL0.2%——
NXST0.2%——
BOX0.2%——
AMD0.2%——
SCHW0.2%——
FIGR0.2%——
BSX0.2%——
MMED0.2%——
META0.2%——
AMAT0.2%——
CYTK0.2%——
GNRC0.2%——
PWR0.2%——
PLD0.2%——
VRSK0.2%——
CTVA0.2%——
GRPN0.2%——
WDC0.2%——
ASML0.2%——
WMB0.2%——
VG0.2%——
MAR0.2%——
INVH0.2%——
LCII0.2%——
TMUS0.2%——
AER0.2%——
HWM0.2%——
NUE0.2%——
OPI0.2%——
ESI0.2%——
SMG0.2%——
FWONK0.2%——
CB0.2%——
SNPS0.2%——
PAYC0.2%——
FRVO0.2%——
TFC0.2%——
EME0.2%——
LLY0.2%——
CVX0.2%——
MTCH0.2%——
CAKE0.2%——
LIVN0.2%——
LION0.2%——
BBIO0.2%——
CNC0.2%——
LNTH0.2%——
OPRA0.2%——
VECO0.2%——
VMRK0.2%——
TMO0.2%——
HAL0.2%——
UBER0.2%——
HONA0.2%——
AEM0.2%——
PCTY0.2%——
ONTO0.2%——
TTMI0.2%——
CHKP0.2%——
PPG0.2%——
SIRI0.2%——
CPAY0.2%——
SW0.2%——
ZBH0.2%——
NOC0.1%——
DOCN0.1%——
PCOR0.1%——
MRSH0.1%——
VTR0.1%——
HUM0.1%——
CSX0.1%——
CMC0.1%——
OMC0.1%——
SPGI0.1%——
ELV0.1%——
FDX0.1%——
BMY0.1%——
KO0.1%——
TENB0.1%——
NEE0.1%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest15 Feb 2019 to 2 Nov 2026+13.3%+15.6%0.580.73−35.2%1.04−2.2% (−0.90)
Last three years3 Nov 2023 to 2 Nov 2026+17.6%+21.8%0.901.16−17.3%0.90−1.9% (−0.50)
Last year7 Nov 2025 to 2 Nov 2026+13.8%+14.2%0.750.84−7.6%0.93+0.6% (0.08)
DateCompanyAction
21 Aug 2026ZSBought
21 Aug 2026ZNTLBought
21 Aug 2026ZIONBought
21 Aug 2026ZIMBought
21 Aug 2026ZENABought
21 Aug 2026ZBRABought
21 Aug 2026YSWYBought
21 Aug 2026YORWBought
21 Aug 2026XYZBought
21 Aug 2026XPERBought
21 Aug 2026XEBought
21 Aug 2026WYBought
21 Aug 2026WUBought
21 Aug 2026WSBought
21 Aug 2026WMBBought
21 Aug 2026WMBought
21 Aug 2026WLTHBought
21 Aug 2026WLKBought
21 Aug 2026WHRBought
21 Aug 2026WGSBought
21 Aug 2026WEXBought
21 Aug 2026WEAVBought
21 Aug 2026WDAYBought
21 Aug 2026WCCBought
21 Aug 2026WAYBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026ZYMESold
21 Aug 2026ZVRASold
21 Aug 2026ZGNSold
21 Aug 2026YUMCSold
21 Aug 2026YUMSold
21 Aug 2026YMMSold
21 Aug 2026XYLSold
21 Aug 2026XRXSold
21 Aug 2026XRNSold
21 Aug 2026XNCRSold
21 Aug 2026XFORSold
21 Aug 2026XERSSold
21 Aug 2026WYFISold
21 Aug 2026WWWSold
21 Aug 2026WTWSold
21 Aug 2026WSBCSold
21 Aug 2026WRBYSold
21 Aug 2026WPMSold
21 Aug 2026WMSSold
21 Aug 2026WMGSold
21 Aug 2026WLDNSold
21 Aug 2026WKSold
21 Aug 2026WHSold
21 Aug 2026WGOSold
21 Aug 2026WESTSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest