MondegarAI
Silicon Valley Capital Partners

Q1 2025 · 13F-HR

Silicon Valley Capital Partnersholdings as filed

Filed 2025-05-28 · accession 0001398344-25-010181

$765.3M
Reported value
247
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$123.2M16.1%221,713CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$63.5M8.29%135,344CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$55.7M7.28%102,529CommonSOLE
037833100AAPLAPPLE INC COM$48.2M6.29%221,058CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$42.6M5.57%276,145CommonSOLE
594918104MSFTMICROSOFT CORP COM$39.3M5.13%103,727CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$34.9M4.56%318,354CommonSOLE
023135106AMZNAMAZON COM INC COM$31.8M4.15%164,895CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$25.6M3.34%276,358CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$21.1M2.76%36,576CommonSOLE
46137V431SPGPINVESCO S&P 500 GARP ETF$19.0M2.49%192,261CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$16.6M2.17%17,829CommonSOLE
381430503GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF$14.9M1.94%135,886CommonSOLE
922908736VUGVANGUARD GROWTH ETF$14.9M1.94%40,119CommonSOLE
11135F101AVGOBROADCOM INC COM$13.8M1.80%81,576CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$13.7M1.79%132,529CommonSOLE
532457108LLYELI LILLY & CO COM$13.3M1.73%16,131CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$11.8M1.55%44,615CommonSOLE
437076102HDHOME DEPOT INC COM$11.8M1.54%32,812CommonSOLE
902973304USBUS BANCORP DEL COM NEW$11.5M1.51%273,301CommonSOLE
81762P102NOWSERVICENOW INC COM$11.5M1.50%14,412CommonSOLE
060505104BACBANK AMERICA CORP COM$11.3M1.47%273,302CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$11.0M1.44%37,700CommonSOLE
68389X105ORCLORACLE CORP COM$9.8M1.27%69,217CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$9.3M1.21%78,732CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$8.9M1.17%18,167CommonSOLE
315912808ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF$8.5M1.11%124,719CommonSOLE
79466L302CRMSALESFORCE INC COM$7.8M1.02%28,972CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$5.9M0.77%11,125CommonSOLE
855244109SBUXSTARBUCKS CORP COM$3.9M0.51%40,099CommonSOLE
921910840MGVVANGUARD MEGA CAP VALUE ETF$3.3M0.43%25,798CommonSOLE
771049103RBLXROBLOX CORP CL A$3.0M0.40%51,613CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTH ETF$2.9M0.38%9,422CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$2.9M0.37%11,808CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$2.1M0.27%33,571CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$1.8M0.24%11,706CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$1.8M0.24%3,521CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$1.7M0.23%10,672CommonSOLE
461202103INTUINTUIT COM$1.6M0.20%2,611CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$1.4M0.19%21,985CommonSOLE
92826C839VVISA INC COM CL A$1.3M0.17%3,889CommonSOLE
00724F101ADBEADOBE INC COM$1.2M0.16%3,234CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$1.2M0.16%16,592CommonSOLE
166764100CVXCHEVRON CORP NEW COM$1.1M0.15%6,915CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.1M0.15%2,187CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$1.1M0.14%3,026CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$1.0M0.14%1,854CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$916,6940.12%1,696CommonSOLE
674599105OXYOCCIDENTAL PETE CORP COM$891,0830.12%18,249CommonSOLE
29444U700EQIXEQUINIX INC COM$776,4320.10%967CommonSOLE
052769106ADSKAUTODESK INC COM$625,0340.08%2,389CommonSOLE
64110L106NFLXNETFLIX INC COM$619,1430.08%663CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$598,5530.08%7,680CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$562,5300.07%8,500CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$556,3170.07%5,599CommonSOLE
75513E101RTXRTX CORPORATION COM$541,0480.07%4,108CommonSOLE
88160R101TSLATESLA INC COM$443,1240.06%1,681CommonSOLE
M7S64H106MNDYMONDAY COM LTD SHS$413,3170.05%1,673CommonSOLE
717081103PFEPFIZER INC COM$371,9010.05%14,752CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$364,1080.05%2,108CommonSOLE
17275R102CSCOCISCO SYS INC COM$331,2320.04%5,443CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$316,3700.04%3,577CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$314,1800.04%6,606CommonSOLE
464287721IYWISHARES U.S. TECHNOLOGY ETF$309,9580.04%2,204CommonSOLE
87612E106TGTTARGET CORP COM$303,2120.04%2,925CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$287,8350.04%4,545CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$282,7110.04%792CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$270,6390.04%811CommonSOLE
896239100TRMBTRIMBLE INC COM$264,9630.03%4,044CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$260,6930.03%4,478CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$242,2750.03%1,466CommonSOLE
458140100INTCINTEL CORP COM$234,7910.03%10,339CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$231,9940.03%2,272CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$223,8560.03%1,038CommonSOLE
25434V401DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$203,9600.03%3,389CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$201,8980.03%662CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$197,0100.03%363CommonSOLE
23908L405DINTDAVIS SELECT INTERNATIONAL ETF$192,9010.03%8,275CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$188,8330.02%2,671CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$187,1150.02%1,610CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$177,1880.02%333CommonSOLE
031162100AMGNAMGEN INC COM$170,9730.02%557CommonSOLE
931142103WMTWALMART INC COM$170,3100.02%2,000CommonSOLE
097023105BABOEING CO COM$169,4970.02%978CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$164,7750.02%1,292CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$163,2890.02%737CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION COM$155,4640.02%10,337CommonSOLE
852234103XYZBLOCK INC CL A$155,0350.02%2,802CommonSOLE
833445109SNOWSNOWFLAKE INC CL A$150,6300.02%1,000CommonSOLE
09260D107BXBLACKSTONE INC COM$141,8500.02%1,027CommonSOLE
00214Q104ARKKARK INNOVATION ETF$140,7180.02%2,889CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$136,7570.02%99CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$127,9600.02%1,750CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$122,2740.02%728CommonSOLE
75734B100RDDTREDDIT INC CL A$120,6350.02%1,120CommonSOLE
00287Y109ABBVABBVIE INC COM$117,6510.02%573CommonSOLE
617446448MSMORGAN STANLEY COM NEW$116,1080.02%1,007CommonSOLE
580135101MCDMCDONALDS CORP COM$112,6260.01%367CommonSOLE
002824100ABTABBOTT LABS COM$107,5250.01%822CommonSOLE
M6191J100FROGJFROG LTD ORD SHS$104,9390.01%3,279CommonSOLE
464287523SOXXISHARES SEMICONDUCTOR ETF$104,5460.01%554CommonSOLE
679295105OKTAOKTA INC CL A$102,2670.01%947CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$96,2220.01%218CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$92,5230.01%304CommonSOLE
055622104BPBP PLC SPONSORED ADR$90,3930.01%2,670CommonSOLE
713448108PEPPEPSICO INC COM$87,6900.01%587CommonSOLE
747525103QCOMQUALCOMM INC COM$77,5710.01%508CommonSOLE
25459Y694FASDIREXION DAILY FINANCIAL BULL 3X SHARES$75,2330.01%494CommonSOLE
038222105AMATAPPLIED MATLS INC COM$73,8450.01%509CommonSOLE
Y2573F102FLEXFLEX LTD ORD$73,5270.01%2,216CommonSOLE
827048109SLGNSILGAN HLDGS INC COM$72,1140.01%1,422CommonSOLE
464288208IMCBISHARES MORNINGSTAR MID-CAP ETF$70,2580.01%954CommonSOLE
78463V107GLDSPDR GOLD SHARES$65,9020.01%232CommonSOLE
142339100CSLCARLISLE COS INC COM$65,8800.01%192CommonSOLE
G0403H108AONAON PLC SHS CL A$63,9900.01%162CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$63,2240.01%1,053CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$62,8800.01%1,500CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$59,0950.01%814CommonSOLE
254687106DISDISNEY WALT CO COM$58,7440.01%599CommonSOLE
48251W104KKRKKR & CO INC COM$58,4830.01%509CommonSOLE
654106103NKENIKE INC CL B$58,2220.01%920CommonSOLE
032654105ADIANALOG DEVICES INC COM$57,8040.01%287CommonSOLE
29084Q100EMEEMCOR GROUP INC COM$55,8170.01%151CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC COM$55,0080.01%425CommonSOLE
057665200BCPCBALCHEM CORP COM$54,6560.01%334CommonSOLE
464287689IWVISHARES RUSSELL 3000 ETF$52,5280.01%166CommonSOLE
670100205NVONOVO-NORDISK A S ADR$51,1580.01%738CommonSOLE
149123101CATCATERPILLAR INC COM$47,5320.01%144CommonSOLE
45784P101PODDINSULET CORP COM$46,5750.01%180CommonSOLE
45073V108ITTITT INC COM$45,4640.01%353CommonSOLE
911363109URIUNITED RENTALS INC COM$44,7370.01%71CommonSOLE
147448104CWSTCASELLA WASTE SYS INC CL A$44,2800.01%400CommonSOLE
23804L103DDOGDATADOG INC CL A COM$43,9790.01%435CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP COM$43,9610.01%243CommonSOLE
882508104TXNTEXAS INSTRS INC COM$43,8610.01%249CommonSOLE
056525108BMIBADGER METER INC COM$43,5290.01%229CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION CL A COM STK$43,4360.01%300CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC COMMON STOCK$43,2580.01%1,203CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC COM$42,7940.01%312CommonSOLE
607828100MODMODINE MFG CO COM$42,1610.01%532CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$42,0760.01%245CommonSOLE
09290C848BIDDISHARES INTERNATIONAL DIVIDEND ACTIVE ETF$41,7590.01%1,609CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$41,2890.01%560CommonSOLE
001055102AFLAFLAC INC COM$40,2880.01%367CommonSOLE
74347R248CSMPROSHARES LARGE CAP CORE PLUS$40,1280.01%632CommonSOLE
379577208GMEDGLOBUS MED INC CL A$39,9030.01%550CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$39,5190.01%91CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$38,6110.01%210CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$38,3230.01%270CommonSOLE
78464A789KIESPDR S&P INSURANCE ETF$36,5650.00%608CommonSOLE
803054204SAPSAP SE SPON ADR$36,5090.00%136CommonSOLE
74347X831TQQQPROSHARES ULTRAPRO QQQ$36,4280.00%635CommonSOLE
438516106HONHONEYWELL INTL INC COM$33,6050.00%160CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$32,0230.00%131CommonSOLE
N3167Y103RACEFERRARI N V COM$31,9410.00%74CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$30,6590.00%228CommonSOLE
127097103CTRACOTERRA ENERGY INC COM$30,3080.00%1,059CommonSOLE
907818108UNPUNION PAC CORP COM$30,2160.00%130CommonSOLE
14040H105COFCAPITAL ONE FINL CORP COM$29,9410.00%173CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$29,0570.00%1,158CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$28,8570.00%256CommonSOLE
74624M102PPURE STORAGE INC CL A$28,1520.00%612CommonSOLE
191098102COKECOCA COLA CONS INC COM$27,2270.00%20CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC COM$26,9620.00%254CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$26,3810.00%1,690CommonSOLE
892331307TMTOYOTA MOTOR CORP ADS$25,8940.00%145CommonSOLE
404280406HSBCHSBC HLDGS PLC SPON ADR NEW$25,5720.00%443CommonSOLE
235851102DHRDANAHER CORPORATION COM$24,8960.00%121CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$23,8650.00%112CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$23,0490.00%513CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$22,1710.00%45CommonSOLE
09073M104TECHBIO-TECHNE CORP COM$22,1470.00%377CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$21,7590.00%32CommonSOLE
668771108GENGEN DIGITAL INC COM$20,9570.00%793CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$20,8180.00%101CommonSOLE
00187Y100APGAPI GROUP CORP COM STK$20,5810.00%572CommonSOLE
548661107LOWLOWES COS INC COM$20,3290.00%89CommonSOLE
443201108HWMHOWMET AEROSPACE INC COM$19,8580.00%153CommonSOLE
126408103CSXCSX CORP COM$19,7720.00%679CommonSOLE
67066Y105NACNUVEEN CA QUALTY MUN INCOME FD COM$19,6880.00%1,759CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$19,3950.00%100CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$19,3420.00%66CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$19,1030.00%231CommonSOLE
422806109HEIHEICO CORP NEW COM$18,8990.00%71CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$18,6950.00%4CommonSOLE
38173M102GBDCGOLUB CAP BDC INC COM$18,3310.00%1,202CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A COM$16,6130.00%385CommonSOLE
36828A101GEVGE VERNOVA INC COM$16,3590.00%54CommonSOLE
74348A467NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$15,5490.00%154CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC COM SHS$15,2850.00%502CommonSOLE
947890109WBSWEBSTER FINL CORP COM$14,6880.00%288CommonSOLE
631103108NDAQNASDAQ INC COM$14,0950.00%188CommonSOLE
98138H101WDAYWORKDAY INC CL A$13,3550.00%56CommonSOLE
79589L106IOTSAMSARA INC COM CL A$12,6190.00%324CommonSOLE
92556V106VTRSVIATRIS INC COM$12,0850.00%1,392CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TRUST ETF$11,8620.00%320CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$11,6810.00%88CommonSOLE
125523100CITHE CIGNA GROUP COM$11,2940.00%35CommonSOLE
570535104MKLMARKEL GROUP INC COM$11,1330.00%6CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR FUND$9,9820.00%108CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$9,8150.00%112CommonSOLE
58933Y105MRKMERCK & CO INC COM$9,7200.00%109CommonSOLE
056752108BIDUBAIDU INC SPON ADR REP A$9,3370.00%100CommonSOLE
878742204TECKTECK RESOURCES LTD CL B$8,7470.00%234CommonSOLE
690742101OCOWENS CORNING NEW COM$8,5340.00%60CommonSOLE
H1467J104CBCHUBB LIMITED COM$8,4140.00%28CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$8,1880.00%95CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC COM$7,6880.00%46CommonSOLE
98980G102ZSZSCALER INC COM$7,5040.00%36CommonSOLE
03076C106AMPAMERIPRISE FINL INC COM$7,1090.00%15CommonSOLE
464287101OEFISHARES S&P 100 ETF$6,7830.00%25CommonSOLE
20825C104COPCONOCOPHILLIPS COM$6,3350.00%62CommonSOLE
33737J117FEPFIRST TRUST EUROPE ALPHADEX FUND$5,6540.00%137CommonSOLE
345370860FFORD MTR CO COM$5,5660.00%573CommonSOLE
032108656IPAYAMPLIFY DIGITAL PAYMENTS ETF$5,5330.00%104CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$5,4840.00%21CommonSOLE
31428X106FDXFEDEX CORP COM$5,4460.00%23CommonSOLE
78433H303SPYINEOS S&P 500 HIGH INCOME ETF$4,8590.00%102CommonSOLE
50155Q100KDKYNDRYL HLDGS INC COMMON STOCK$4,8230.00%154CommonSOLE
88634T493YIELDMAX MSTR OPTION INCOME STRATEGY ETF$4,3510.00%214CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$3,7040.00%31CommonSOLE
418056107HASHASBRO INC COM$3,3780.00%56CommonSOLE
55024U109LITELUMENTUM HLDGS INC COM$3,1290.00%50CommonSOLE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF$2,9830.00%101CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TRUST ETF$2,9810.00%169CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COM$2,9330.00%254CommonSOLE
988498101YUMYUM BRANDS INC COM$2,5610.00%16CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2,5530.00%4CommonSOLE
90138F102TWLOTWILIO INC CL A$2,1780.00%22CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$1,3340.00%62CommonSOLE
009066101ABNBAIRBNB INC COM CL A$1,2070.00%10CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC COM$7310.00%14CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$6720.00%46CommonSOLE
278768106SATSECHOSTAR CORP CL A$5170.00%21CommonSOLE
336433107FSLRFIRST SOLAR INC COM$5090.00%4CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$4030.00%1CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$3570.00%5CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A$2480.00%30CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$1630.00%1CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$1490.00%2CommonSOLE
00444T209TLPHTALPHERA INC COM NEW$800.00%137CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$410.00%1CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$330.00%1CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$310.00%1CommonSOLE
31609A107FELVFIDELITY ENHANCED LARGE CAP VALUE ETF$190.00%1CommonSOLE
82655M206SIFYSIFY TECHNOLOGIES LTD SPONSORED ADR$90.00%2CommonSOLE
676118201OMEXODYSSEY MARINE EXPL INC COM NEW$40.00%9CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.