Scout Investments, Inc 13F annual report
Scout Investments, Inc is an investment fund managing more than $3.73 trillion ran by Damian Sousa. There are currently 194 companies in Mr. Sousa’s portfolio. The largest investments include Palantir Technologies Inc-a and Edwards Lifesciences Corp, together worth $149 billion.
$3.73 trillion Assets Under Management (AUM)
As of 5th August 2024, Scout Investments, Inc’s top holding is 3,018,021 shares of Palantir Technologies Inc-a currently worth over $76.4 billion and making up 2.1% of the portfolio value.
In addition, the fund holds 780,657 shares of Edwards Lifesciences Corp worth $72.1 billion, whose value fell 25.8% in the past six months.
The third-largest holding is First Horizon worth $69.6 billion and the next is Viper Inc worth $68.8 billion, with 1,833,876 shares owned.
Currently, Scout Investments, Inc's portfolio is worth at least $3.73 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Scout Investments, Inc
The Scout Investments, Inc office and employees reside in Kansas City, Missouri. According to the last 13-F report filed with the SEC, Damian Sousa serves as the CCO at Scout Investments, Inc.
Recent trades
In the most recent 13F filing, Scout Investments, Inc revealed that it had opened a new position in
Edwards Lifesciences Corp and bought 780,657 shares worth $72.1 billion.
This means they effectively own approximately 0.1% of the company.
Edwards Lifesciences Corp makes up
18.0%
of the fund's Health Care sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Mid-america Apartment Comm by buying
80,184 additional shares.
This makes their stake in Mid-america Apartment Comm total 357,961 shares worth $51 billion.
On the other hand, there are companies that Scout Investments, Inc is getting rid of from its portfolio.
Scout Investments, Inc closed its position in Edwards Lifesciences Corp on 12th August 2024.
It sold the previously owned 835,997 shares for $78.8 billion.
Damian Sousa also disclosed a decreased stake in Palantir Technologies Inc-a by 0.5%.
This leaves the value of the investment at $76.4 billion and 3,018,021 shares.
One of the largest hedge funds
The two most similar investment funds to Scout Investments, Inc are Channing Capital Management and Scs Capital Management. They manage $3.73 trillion and $3.73 trillion respectively.
Damian Sousa investment strategy
Scout Investments, Inc’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Industrials — making up 15.3% of
the total portfolio value.
The fund focuses on investments in the United States as
72.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
30% of the total holdings value.
On the other hand, small-cap stocks make up only 0.5% of the portfolio.
The average market cap of the portfolio companies is close to $12 billion.
The complete list of Scout Investments, Inc trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Edwards Lifesciences Corp |
Closed
835,997
|
$78,792,717,000 | |
| Palantir Technologies Inc-a |
52.70%
3,018,021
|
$76,446,471,000 | 2.05% |
| Edwards Lifesciences Corp |
Opened
780,657
|
$72,109,287,000 | 1.94% |
| First Horizon Corporation |
13.61%
4,412,072
|
$69,578,375,000 | 1.87% |
| Viper Energy Inc |
5.20%
1,833,876
|
$68,825,366,000 | 1.85% |
| Centerpoint Energy Inc. |
5.72%
1,955,765
|
$60,589,599,000 | 1.63% |
| Casey's General Stores Inc |
11.72%
158,059
|
$60,308,992,000 | 1.62% |
| Quanta Services, Inc. |
9.04%
231,346
|
$58,782,705,000 | 1.58% |
| Cboe Global Markets Inc. |
14.05%
337,712
|
$57,431,302,000 | 1.54% |
| Agree Realty Corp. |
6.03%
910,887
|
$56,420,340,000 | 1.51% |
| Evercore Inc - A |
4.55%
262,147
|
$54,639,299,000 | 1.47% |
| Mid-america Apartment Comm |
28.87%
357,961
|
$51,048,818,000 | 1.37% |
| STAG Industrial Inc |
4.57%
1,386,186
|
$49,985,867,000 | 1.34% |
| Shift4 Payments, Inc. |
25.86%
661,980
|
$48,556,233,000 | 1.30% |
| Encompass Health Corp |
52.52%
537,954
|
$46,151,073,000 | 1.24% |
| Cencora Inc. |
2.37%
200,228
|
$45,111,368,000 | 1.21% |
| Chart Industries Inc |
5.94%
302,834
|
$43,711,059,000 | 1.17% |
| PPL Corp |
18.94%
1,563,063
|
$43,218,691,000 | 1.16% |
| Axis Capital Holdings Ltd |
5.49%
520,035
|
$36,740,472,000 | 0.99% |
| Applovin Corp-class A |
22.49%
435,206
|
$36,217,843,000 | 0.97% |
| Murphy USA Inc |
5.26%
76,585
|
$35,953,594,000 | 0.97% |
| WEC Energy Group Inc |
122.09%
438,781
|
$34,426,757,000 | 0.92% |
| Agilent Technologies Inc. |
4.97%
265,530
|
$34,420,653,000 | 0.92% |
| Huntington Bancshares, Inc. |
1.15%
2,610,009
|
$34,399,918,000 | 0.92% |
| Omnicom Group, Inc. |
0.77%
383,071
|
$34,361,468,000 | 0.92% |
| Hubbell Inc. |
12.68%
94,005
|
$34,356,947,000 | 0.92% |
| Tko Group Holdings Inc |
8.14%
315,708
|
$34,093,306,000 | 0.92% |
| Marvell Technology Inc |
3.36%
477,935
|
$33,407,656,000 | 0.90% |
| Delta Air Lines, Inc. |
5.17%
699,243
|
$33,172,087,000 | 0.89% |
| Ally Financial Inc |
8.07%
824,844
|
$32,721,561,000 | 0.88% |
| Centene Corp. |
4.13%
491,820
|
$32,607,666,000 | 0.88% |
| Biomarin Pharmaceutical Inc. |
42.56%
388,205
|
$31,960,917,000 | 0.86% |
| United Rentals, Inc. |
11.63%
48,893
|
$31,620,569,000 | 0.85% |
| Dr Horton Inc |
5.47%
219,543
|
$30,940,194,000 | 0.83% |
| Booz Allen Hamilton Holdings |
8.63%
195,827
|
$30,137,775,000 | 0.81% |
| Textron Inc. |
5.71%
343,619
|
$29,503,127,000 | 0.79% |
| Take-two Interactive Softwre |
27.57%
189,228
|
$29,423,061,000 | 0.79% |
| Parker-Hannifin Corp. |
20.61%
58,133
|
$29,404,252,000 | 0.79% |
| Xylem Inc |
5.95%
209,980
|
$28,479,587,000 | 0.76% |
| RB Global Inc |
9.30%
360,295
|
$27,512,126,000 | 0.74% |
| White Mountains Insurance Gp |
9.45%
14,972
|
$27,210,861,000 | 0.73% |
| Sharkninja Inc |
Opened
353,887
|
$26,594,608,000 | 0.71% |
| Noble Corp Plc |
4.39%
595,499
|
$26,589,030,000 | 0.71% |
| Dell Technologies -c |
31.47%
190,057
|
$26,210,760,000 | 0.70% |
| Neurocrine Biosciences, Inc. |
78.24%
189,870
|
$26,139,402,000 | 0.70% |
| Brunswick Corp. |
1.92%
355,647
|
$25,880,432,000 | 0.69% |
| Teradyne, Inc. |
19.25%
173,250
|
$25,691,242,000 | 0.69% |
| Copart, Inc. |
19.27%
469,912
|
$25,450,433,000 | 0.68% |
| Eastgroup Properties, Inc. |
6.38%
149,550
|
$25,438,455,000 | 0.68% |
| Atmos Energy Corp. |
6.33%
215,895
|
$25,184,151,000 | 0.68% |
| Clean Harbors, Inc. |
12.26%
110,955
|
$25,092,473,000 | 0.67% |
| ATI Inc |
Opened
444,305
|
$24,636,712,000 | 0.66% |
| Texas Roadhouse Inc |
16.15%
142,109
|
$24,401,536,000 | 0.66% |
| Boyd Gaming Corp. |
9.41%
441,582
|
$24,331,168,000 | 0.65% |
| Insulet Corporation |
Closed
144,606
|
$24,308,268,000 | |
| Ulta Beauty Inc |
6.51%
61,884
|
$23,879,179,000 | 0.64% |
| Owens Corning |
6.82%
134,799
|
$23,417,282,000 | 0.63% |
| U-haul Holding Co-non Voting |
Closed
343,636
|
$23,013,302,000 | |
| Citizens Financial Group, Inc. |
6.60%
637,896
|
$22,983,392,000 | 0.62% |
| Ametek Inc |
6.45%
136,985
|
$22,836,769,000 | 0.61% |
| EQT Corp |
Opened
609,910
|
$22,554,471,000 | 0.61% |
| Super Micro Computer Inc |
47.91%
27,377
|
$22,431,344,000 | 0.60% |
| Las Vegas Sands Corp |
6.52%
501,680
|
$22,199,340,000 | 0.60% |
| Cheniere Energy Inc. |
20.18%
125,116
|
$21,874,030,000 | 0.59% |
| Gartner, Inc. |
2.57%
48,546
|
$21,800,066,000 | 0.59% |
| Hershey Co/the |
110.38%
118,316
|
$21,750,030,000 | 0.58% |
| Celsius Holdings Inc |
Opened
371,988
|
$21,236,794,000 | 0.57% |
| Kirby Corp. |
62.37%
176,679
|
$21,153,776,000 | 0.57% |
| Live Nation Entertainment In |
9.67%
224,237
|
$21,019,976,000 | 0.56% |
| Monolithic Power Systems Inc |
35.45%
25,540
|
$20,985,707,000 | 0.56% |
| O'reilly Automotive Inc |
43.54%
19,834
|
$20,945,894,000 | 0.56% |
| Vertiv Holdings Co-a |
2.88%
241,039
|
$20,866,746,000 | 0.56% |
| Carrier Global Corporation |
2.71%
330,383
|
$20,840,559,000 | 0.56% |
| Eagle Materials Inc. |
35.11%
94,286
|
$20,503,433,000 | 0.55% |
| Pure Storage Inc |
46.32%
312,318
|
$20,053,938,000 | 0.54% |
| Vulcan Materials Co |
2.56%
80,371
|
$19,986,660,000 | 0.54% |
| Robinhood Markets Inc - A |
8.00%
879,912
|
$19,982,801,000 | 0.54% |
| Microchip Technology, Inc. |
9.78%
217,673
|
$19,917,079,000 | 0.53% |
| Darling Ingredients Inc |
69.32%
537,514
|
$19,753,639,000 | 0.53% |
| Arch Capital Group Ltd |
18.13%
193,797
|
$19,552,179,000 | 0.52% |
| Everest Group Ltd |
7.37%
51,151
|
$19,489,554,000 | 0.52% |
| U-haul Holding Co-non Voting |
Opened
319,759
|
$19,191,935,000 | 0.52% |
| CIENA Corp. |
11.26%
398,022
|
$19,176,699,000 | 0.51% |
| Crowdstrike Holdings Inc - A |
59.58%
49,823
|
$19,091,675,000 | 0.51% |
| Championx Corp |
Closed
535,512
|
$18,957,124,000 | |
| Thor Industries, Inc. |
8.90%
201,055
|
$18,788,589,000 | 0.50% |
| Interactive Brokers Gro-cl A |
7.63%
151,146
|
$18,530,499,000 | 0.50% |
| NVR Inc. |
43.63%
2,372
|
$18,000,064,000 | 0.48% |
| Arista Networks Inc |
57.57%
51,341
|
$17,993,993,000 | 0.48% |
| Ge Vernova Inc |
Opened
104,635
|
$17,945,948,000 | 0.48% |
| Ww Grainger Inc |
Closed
17,502
|
$17,670,719,000 | |
| Baker Hughes Co |
12.99%
497,132
|
$17,484,132,000 | 0.47% |
| Cognex Corp. |
Opened
370,607
|
$17,329,583,000 | 0.47% |
| Martin Marietta Materials, Inc. |
2.54%
31,698
|
$17,173,976,000 | 0.46% |
| Freeport-McMoRan Inc |
7.71%
349,681
|
$16,994,496,000 | 0.46% |
| Corebridge Financial Inc |
Opened
578,636
|
$16,849,880,000 | 0.45% |
| Brown & Brown, Inc. |
8.43%
187,831
|
$16,793,969,000 | 0.45% |
| Corteva Inc |
20.49%
307,817
|
$16,603,648,000 | 0.45% |
| Kinsale Capital Group, Inc. |
2.71%
42,592
|
$16,409,845,000 | 0.44% |
| Lululemon Athletica inc. |
Closed
40,048
|
$15,426,489,000 | |
| Nucor Corp. |
7.51%
97,289
|
$15,379,445,000 | 0.41% |
| Henry Schein Inc. |
62.95%
229,891
|
$14,736,013,000 | 0.40% |
| Alamos Gold Inc. |
8.44%
932,608
|
$14,623,293,000 | 0.39% |
| Applied Industrial Tech Inc |
8.70%
75,296
|
$14,607,424,000 | 0.39% |
| Monster Beverage Corp. |
Closed
252,406
|
$14,573,922,000 | |
| Brown-forman Corp-class B |
162.89%
337,134
|
$14,560,817,000 | 0.39% |
| Dycom Industries, Inc. |
8.72%
84,171
|
$14,204,697,000 | 0.38% |
| Church & Dwight Co., Inc. |
Opened
136,861
|
$14,189,748,000 | 0.38% |
| Agnico Eagle Mines Ltd |
8.85%
216,272
|
$14,144,188,000 | 0.38% |
| Ingersoll Rand Inc. |
8.82%
155,631
|
$14,137,520,000 | 0.38% |
| Credo Technology Group Holdi |
13.54%
438,756
|
$14,013,866,000 | 0.38% |
| BWX Technologies Inc |
8.97%
146,345
|
$13,902,775,000 | 0.37% |
| Westlake Corporation |
2.59%
95,086
|
$13,770,354,000 | 0.37% |
| LKQ Corp |
7.90%
329,357
|
$13,697,957,000 | 0.37% |
| Nextracker Inc-cl A |
2.52%
289,964
|
$13,593,512,000 | 0.36% |
| Jack Henry & Associates, Inc. |
9.23%
80,995
|
$13,446,789,000 | 0.36% |
| Evergy Inc |
Closed
252,921
|
$13,339,053,000 | |
| Fabrinet |
21.34%
54,105
|
$13,244,362,000 | 0.36% |
| UDR Inc |
Opened
320,844
|
$13,202,730,000 | 0.35% |
| Align Technology, Inc. |
8.31%
54,656
|
$13,195,598,000 | 0.35% |
| Mosaic Co/the |
Closed
401,848
|
$13,031,930,000 | |
| Impinj Inc |
8.71%
81,151
|
$12,722,042,000 | 0.34% |
| Lemaitre Vascular Inc |
8.75%
154,519
|
$12,713,823,000 | 0.34% |
| Vail Resorts Inc. |
2.71%
70,493
|
$12,697,904,000 | 0.34% |
| Morningstar Inc |
0.81%
42,893
|
$12,689,894,000 | 0.34% |
| Knight-Swift Transportation Holdings Inc |
5.61%
251,747
|
$12,567,210,000 | 0.34% |
| Paycom Software Inc |
2.71%
85,477
|
$12,226,630,000 | 0.33% |
| XPO Inc |
128.31%
114,153
|
$12,117,340,000 | 0.33% |
| Vericel Corp |
8.74%
261,225
|
$11,985,003,000 | 0.32% |
| Vistra Corp |
Opened
139,187
|
$11,967,298,000 | 0.32% |
| Installed Building Products Inc |
10.25%
58,045
|
$11,938,695,000 | 0.32% |
| Healthequity Inc |
8.73%
137,388
|
$11,842,845,000 | 0.32% |
| Host Hotels & Resorts Inc |
10.15%
651,957
|
$11,722,186,000 | 0.31% |
| Halozyme Therapeutics Inc. |
10.97%
218,881
|
$11,460,609,000 | 0.31% |
| Allegro Microsystems Inc |
Opened
389,390
|
$10,996,373,000 | 0.30% |
| Kratos Defense & Security |
8.75%
537,626
|
$10,757,896,000 | 0.29% |
| Teradata Corp |
Closed
265,221
|
$10,187,138,000 | |
| Lear Corp. |
Closed
69,449
|
$10,026,352,000 | |
| Integer Holdings Corp |
8.72%
86,487
|
$10,014,329,000 | 0.27% |
| Patrick Industries, Inc. |
8.72%
92,214
|
$10,009,829,000 | 0.27% |
| Costar Group, Inc. |
10.30%
132,537
|
$9,826,293,000 | 0.26% |
| Molina Healthcare Inc |
2.70%
32,820
|
$9,757,386,000 | 0.26% |
| Coherent Corp |
Closed
162,014
|
$9,720,840,000 | |
| Balchem Corp. |
8.70%
62,624
|
$9,640,964,000 | 0.26% |
| Descartes Systems Grp/the |
10.69%
99,367
|
$9,622,700,000 | 0.26% |
| Builders Firstsource Inc |
44.94%
68,942
|
$9,542,262,000 | 0.26% |
| ePlus Inc |
8.73%
126,803
|
$9,342,845,000 | 0.25% |
| Tractor Supply Co. |
60.19%
33,211
|
$8,966,970,000 | 0.24% |
| Onespaworld Holdings Ltd |
10.86%
579,086
|
$8,900,551,000 | 0.24% |
| Pjt Partners Inc - A |
8.70%
82,450
|
$8,897,179,000 | 0.24% |
| Cohen & Steers Inc. |
8.73%
121,460
|
$8,813,137,000 | 0.24% |
| Insperity Inc |
8.71%
95,482
|
$8,708,913,000 | 0.23% |
| Krystal Biotech Inc |
8.68%
46,553
|
$8,548,992,000 | 0.23% |
| Timken Co. |
35.58%
104,146
|
$8,345,218,000 | 0.22% |
| Ross Stores, Inc. |
55.43%
56,907
|
$8,269,725,000 | 0.22% |
| Texas Pacific Land Corporation |
53.47%
11,085
|
$8,139,382,000 | 0.22% |
| CareTrust REIT Inc |
8.74%
321,963
|
$8,081,271,000 | 0.22% |
| Aris Water Solutions Inc-a |
8.75%
505,169
|
$7,915,998,000 | 0.21% |
| Box Inc |
8.74%
299,225
|
$7,911,509,000 | 0.21% |
| Advanced Energy Industries Inc. |
8.70%
70,859
|
$7,706,624,000 | 0.21% |
| Chefs' Warehouse Inc/the |
8.72%
195,819
|
$7,658,481,000 | 0.21% |
| Insmed Inc |
58.85%
113,431
|
$7,599,877,000 | 0.20% |
| Skyworks Solutions, Inc. |
Closed
69,228
|
$7,410,165,000 | |
| Qualys Inc |
14.18%
51,029
|
$7,276,735,000 | 0.20% |
| Axos Financial Inc. |
8.72%
126,023
|
$7,202,214,000 | 0.19% |
| Lantheus Holdings Inc |
8.72%
89,605
|
$7,194,385,000 | 0.19% |
| Workday Inc-class A |
13.52%
31,708
|
$7,088,640,000 | 0.19% |
| Albany Intl Corp-cl A |
8.71%
83,606
|
$7,060,526,000 | 0.19% |
| Plexus Corp. |
8.70%
66,972
|
$6,910,170,000 | 0.19% |
| Materion Corp |
8.70%
63,851
|
$6,904,208,000 | 0.19% |
| Ultra Clean Hldgs Inc |
8.73%
138,880
|
$6,805,120,000 | 0.18% |
| ICU Medical, Inc. |
7.67%
55,796
|
$6,625,775,000 | 0.18% |
| Supernus Pharmaceuticals Inc |
8.74%
242,329
|
$6,482,300,000 | 0.17% |
| Construction Partners Inc-a |
Opened
111,814
|
$6,173,250,000 | 0.17% |
| Addus HomeCare Corporation |
Opened
53,033
|
$6,157,661,000 | 0.17% |
| MGP Ingredients, Inc. |
5.48%
81,120
|
$6,035,328,000 | 0.16% |
| i3 Verticals Inc |
8.74%
273,109
|
$6,030,246,000 | 0.16% |
| Intapp Inc |
1.33%
160,582
|
$5,888,541,000 | 0.16% |
| Fox Corp - Class A |
Closed
185,875
|
$5,827,181,000 | |
| Global Industrial Co |
8.74%
182,934
|
$5,736,810,000 | 0.15% |
| G-III Apparel Group Ltd. |
8.74%
211,717
|
$5,731,179,000 | 0.15% |
| Ceco Environmental Corp. |
Opened
198,571
|
$5,728,773,000 | 0.15% |
| Power Integrations Inc. |
8.72%
80,887
|
$5,677,458,000 | 0.15% |
| Axsome Therapeutics Inc |
Opened
69,558
|
$5,599,419,000 | 0.15% |
| UFP Technologies Inc. |
8.64%
21,044
|
$5,552,880,000 | 0.15% |
| Cheesecake Factory Inc/the |
8.74%
138,965
|
$5,459,934,000 | 0.15% |
| LGI Homes Inc |
8.70%
60,860
|
$5,446,361,000 | 0.15% |
| Envestnet Inc. |
8.72%
86,575
|
$5,418,729,000 | 0.15% |
| Magnite Inc |
8.75%
405,437
|
$5,388,257,000 | 0.14% |
| Core Laboratories Inc |
8.74%
256,993
|
$5,214,387,000 | 0.14% |
| Hilltop Holdings Inc |
8.72%
166,240
|
$5,199,987,000 | 0.14% |
| Pagerduty Inc |
0.14%
220,273
|
$5,050,859,000 | 0.14% |
| U.s. Physical Therapy Inc |
8.70%
54,367
|
$5,024,598,000 | 0.13% |
| AMN Healthcare Services Inc. |
8.73%
96,182
|
$4,927,403,000 | 0.13% |
| Ambarella Inc |
12.28%
90,520
|
$4,883,554,000 | 0.13% |
| Kimbell Royalty Partners LP |
8.65%
289,640
|
$4,738,510,000 | 0.13% |
| Ziff Davis Inc |
8.72%
85,707
|
$4,718,170,000 | 0.13% |
| Verint Systems, Inc. |
8.73%
138,716
|
$4,466,655,000 | 0.12% |
| Certara, Inc. |
8.74%
316,438
|
$4,382,666,000 | 0.12% |
| Axonics Inc |
Closed
62,507
|
$4,326,109,000 | |
| Excelerate Energy Inc-a |
8.74%
231,326
|
$4,265,651,000 | 0.11% |
| Enovis Corp |
8.73%
90,867
|
$4,107,188,000 | 0.11% |
| Vicor Corp. |
8.72%
123,819
|
$4,105,838,000 | 0.11% |
| UMH Properties Inc |
8.74%
228,457
|
$3,653,027,000 | 0.10% |
| Pacira BioSciences Inc |
8.73%
125,571
|
$3,592,586,000 | 0.10% |
| Stoneridge Inc. |
8.74%
214,627
|
$3,425,446,000 | 0.09% |
| Evolent Health Inc - A |
8.75%
164,605
|
$3,147,247,000 | 0.08% |
| Kiniksa Pharmaceuticals Intl Plc |
Opened
143,705
|
$2,682,972,000 | 0.07% |
| Lindblad Expeditions Holding |
8.74%
265,667
|
$2,563,686,000 | 0.07% |
| TTEC Holdings Inc |
Closed
145,168
|
$1,483,616,000 | |
| Commerce Bancshares, Inc. |
Closed
16,059
|
$841,973,000 | |
| No transactions found | |||
| Showing first 500 out of 211 holdings | |||
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