Wook Lee

Peconic Partners Llc

Assets Managed

$5.781B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

37.38%(2Q avg: 26.87%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Peconic Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Peconic Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.781B in assets, with a quarterly growth rate of 37.38% and a 2-quarter average growth rate of 26.87%. The portfolio is managed by Wook Lee, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PWR Quanta Services Inc Recent Activity	47.57%	$2.749B 5.008M shares@ $549.03 avg price
DY Dycom Industries Inc Recent Activity Increased 0.13%	24.11%	$1.394B 4.113M shares@ $338.82 avg price	Increased 0.13%
MTZ Mastec Inc Recent Activity Increased 123.66%	19.92%	$1.151B 3.578M shares@ $321.75 avg price	Increased 123.66%
AMZN Amazon.com Inc Recent Activity Increased 213.65%	3.44%	$198.568M 953,414 shares@ $208.28 avg price	Increased 213.65%
FCX Freeport-mcmoran Inc Recent Activity Increased 65.86%	3.38%	$194.977M 3.317M shares@ $58.78 avg price	Increased 65.86%
FSLR First Solar Inc Recent Activity Increased 33.9%	1.35%	$77.918M 395,000 shares@ $197.26 avg price	Increased 33.9%
CNK Cinemark Holdings Inc Recent Activity	0.2%	$11.408M 400,000 shares@ $28.52 avg price
AMC Amc Entertainment Hlds-cl A Recent Activity	0.06%	$2.94M 3M shares@ $0.98 avg price
GOOGL Alphabet Inc-cl A Recent Activity	0.01%	$517,608 1,800 shares@ $287.56 avg price

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