Graticule Asia Macro Advisors LLC — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Graticule Asia Macro Advisors LLCholdings as filed

Filed 2026-02-06 · accession 0001619390-26-000001

$449.0M

Reported value

Positions

2025-12-31

Period end

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The Brief · Graticule Asia Macro Advisors LLC · Q4 2025

AI · grounded in 13F

Graticule Asia Macro Advisors LLC reported no changes to its 13F holdings for 2025-12-31 relative to 2025-09-30.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
093712107	BE	BLOOM ENERGY CORP	$413.5M	92.1%	4,759,305	Common	NONE
67066G104	NVDA	NVIDIA CORPORATION	$35.4M	7.89%	189,900	Common	NONE

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.