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Graticule Asia Macro Advisors LLC

Q3 2025 · 13F-HR

Graticule Asia Macro Advisors LLCholdings as filed

Filed 2025-11-07 · accession 0001619390-25-000006

$437.9M
Reported value
2
Positions
2025-09-30
Period end
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The Brief · Graticule Asia Macro Advisors LLC · Q3 2025

AI · grounded in 13F

Graticule Asia Macro Advisors LLC established a new position in Bloom Energy Corp BE valued at $402.5M. The fund also initiated a new stake in NVIDIA Corporation NVDA totaling $35.4M. These two holdings comprise the fund's total AUM of $437.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
093712107BEBLOOM ENERGY CORP$402.5M91.9%4,759,305CommonNONE
67066G104NVDANVIDIA CORPORATION$35.4M8.09%189,900CommonNONE

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.