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Atlatl Advisers LLC

Q3 2025 · 13F-HR

Atlatl Advisers LLCholdings as filed

Filed 2025-11-04 · accession 0002023168-25-000007

$251.7M
Reported value
164
Positions
2025-09-30
Period end
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The Brief · Atlatl Advisers LLC · Q3 2025

AI · grounded in 13F

Atlatl Advisers LLC established a new position in VOO valued at $19.0M. The fund also initiated new stakes in IBIT for $18.1M and QQQ for $11.4M. Additional new positions include SPY at $11.1M and VEA at $10.0M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD S&P 500 ETF$19.0M7.55%31,041CommonSOLE
46438F101IBITISHARES BITCOIN ETF$18.1M7.19%278,296CommonSOLE
46090E103QQQINVSC QQQ TRUST SRS 1$11.4M4.54%19,049CommonSOLE
78462F103SPYSPDR S&P 500 ETF$11.1M4.42%16,681CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED$10.0M3.97%166,946CommonSOLE
46434V613IUSBISHARES TOTAL USD BOND$8.6M3.42%184,136CommonSOLE
464288414MUBISHARES NATIONAL MUNI$7.9M3.13%74,050CommonSOLE
037833100AAPLAPPLE INC$5.4M2.13%21,074CommonSOLE
594918104MSFTMICROSOFT CORP$5.1M2.01%9,784CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES IN$4.3M1.72%23,714CommonSOLE
464288653TLHISHARES 10-20 YEAR TSURY$4.0M1.59%38,892CommonSOLE
922042858VWOVANGUARD FTSE EMERGING$3.8M1.53%71,020CommonSOLE
92203J407BNDXVANGUARD TOTAL$3.8M1.49%76,001CommonSOLE
67066G104NVDANVIDIA CORP$3.7M1.48%19,926CommonSOLE
023135106AMZNAMAZON.COM INC$3.7M1.46%16,681CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND$3.6M1.44%45,811CommonSOLE
464288588MBBISHARES MBS ETF$3.0M1.19%31,501CommonSOLE
464287200IVVISHARES CORE S&P 500$2.8M1.13%4,251CommonSOLE
11135F101AVGOBROADCOM INC$2.8M1.10%8,372CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET$2.7M1.08%12,955CommonSOLE
032095101APHAMPHENOL CORP NEW$2.7M1.08%21,900CommonSOLE
03831W108APPAPPLOVIN CORP$2.7M1.07%3,739CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY H F$2.4M0.95%10,131CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.3M0.93%19,414CommonSOLE
85208R101CEFSPROTT PHYSICAL GLD SLVR$2.3M0.91%62,255CommonSOLE
092528603BINCISHARES FLEXIBLE INCME$2.3M0.90%42,492CommonSOLE
219350105GLWCORNING INC$2.1M0.85%26,106CommonSOLE
09259K401BLACKSTONE REAL ESTATE$2.1M0.83%150,253CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.1M0.82%14,402CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.0M0.81%12,144CommonSOLE
09261H305BLPRCRIBLACKSTONE PRIVATE CREDI$1.9M0.77%76,966CommonSOLE
651639106NEMNEWMONT CORP$1.9M0.76%22,817CommonSOLE
88160R101TSLATESLA INC$1.9M0.76%4,322CommonSOLE
09290C103DYNFISHS US EQTY FACTR$1.9M0.75%31,690CommonSOLE
512807306LRCXLAM RESH CORP$1.8M0.73%13,705CommonSOLE
02079K305GOOGLALPHABET INC$1.8M0.72%7,441CommonSOLE
68389X105ORCLORACLE CORP$1.8M0.71%6,343CommonSOLE
876030107TPRTAPESTRY INC$1.7M0.70%15,456CommonSOLE
92206C771VMBSVANGUARD MORTGAGE BACKED$1.7M0.69%37,087CommonSOLE
921937819BIVVANGUARD INTERMEDIATE$1.7M0.69%22,115CommonSOLE
921937793BLVVANGUARD LONG TERM BOND$1.7M0.68%24,129CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M0.68%2,318CommonSOLE
46435G672IAGGISHARES INTERNTINL$1.7M0.68%33,177CommonSOLE
464287309IVWISHARES S&P 500 GROWTH$1.7M0.67%14,068CommonSOLE
36828A101GEVGE VERNOVA INC$1.7M0.66%2,712CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS$1.6M0.62%15,058CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE$1.5M0.61%22,676CommonSOLE
46432F339QUALISHARES MSCI USA QLTY$1.5M0.61%7,903CommonSOLE
040413205ANETARISTA NETWORKS INC$1.4M0.54%9,383CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.3M0.53%4,290CommonSOLE
934423104WBDWARNER BROS DISCOVERY IN$1.3M0.52%66,814CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.50%3,992CommonSOLE
464287101OEFISHARES S&P 100 ETF$1.3M0.50%3,772CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR M F$1.3M0.50%4,477CommonSOLE
92826C839VVISA INC$1.3M0.50%3,662CommonSOLE
46434G103IEMGISHARES CORE MSCI$1.2M0.49%18,887CommonSOLE
880770102TERTERADYNE INC$1.2M0.48%8,741CommonSOLE
464287408IVEISHARES S&P 500 VALUE$1.2M0.47%5,668CommonSOLE
46429B267GOVTISHARES US TREASURY BOND$1.2M0.46%50,217CommonSOLE
82509L107SHOPSHOPIFY INC F$1.1M0.46%7,717CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$1.1M0.44%1,579CommonSOLE
464285204IAUISHARES GOLD ETF$1.1M0.43%14,723CommonSOLE
458140100INTCINTEL CORP$1.1M0.42%31,639CommonSOLE
91917A207WGMICOINSHARES BITCOIN$1.1M0.42%23,785CommonSOLE
81762P102NOWSERVICENOW INC$1.0M0.41%1,113CommonSOLE
171779309CIENCIENA CORP$1.0M0.40%6,883CommonSOLE
092528843HIMUISHARES HIGH YIELD MUNI$972,8310.39%19,777CommonSOLE
443201108HWMHOWMET AEROSPACE INC$915,6090.36%4,666CommonSOLE
74347R206QLDPROSHARES ULTRA QQQ ETF$885,4890.35%6,454CommonSOLE
62482R10707WAMR COOPER GROUP INC$857,0720.34%4,066CommonSOLE
464288281EMBISHARES JPMORGAN USD MTS$842,2410.33%8,848CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$811,7970.32%5,172CommonSOLE
G54950103LINLINDE PLC F$796,5750.32%1,677CommonSOLE
09290C806THROISHARES US THMATIC$729,7140.29%19,274CommonSOLE
78409V104SPGIS&P GLOBAL INC$727,6310.29%1,495CommonSOLE
74347R107SSOPROSHARES ULTRA S&P 500$715,3890.28%6,380CommonSOLE
02079K107GOOGALPHABET INC$697,5270.28%2,864CommonSOLE
09290C780BAIISHARES AI INVATN AND$683,5760.27%20,011CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANG$679,3110.27%4,032CommonSOLE
18915M107NETCLOUDFLARE INC$678,1040.27%3,160CommonSOLE
G51502105JCIJOHNSON CONTROLS INT F$673,4440.27%6,125CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$655,4880.26%6,714CommonSOLE
74435K204PUKPRUDENTIAL PLC F$613,9610.24%21,935CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS$605,0770.24%6,817CommonSOLE
88032Q109TCEHYTENCENT HLDGS LTD F$600,9040.24%7,057CommonSOLE
443251103HOCPYHOYA CORP F$599,0890.24%4,351CommonSOLE
464288760ITAISHARES US AEROSPACE$582,7890.23%2,785CommonSOLE
12572Q105CMECME GROUP INC$574,4240.23%2,126CommonSOLE
G25508105CRHCRH PUBLIC LIMITED CO F$572,5230.23%4,775CommonSOLE
N07059210ASMLASML HLDG N V F$572,1410.23%591CommonSOLE
46435G102ICVTISHARES CONVERTIBLE BOND$558,5790.22%5,583CommonSOLE
166764100CVXCHEVRON CORP NEW$520,6870.21%3,353CommonSOLE
92537N108VRTVERTIV HLDGS CO$514,4330.20%3,410CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY$510,2810.20%1,015CommonSOLE
927320101VCISYVINCI S A F$505,1350.20%14,574CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC F$501,1430.20%5,543CommonSOLE
418056107HASHASBRO INC$491,6600.20%6,482CommonSOLE
35473P504INCEFRANKLIN INCOME EQUITY$490,3360.19%8,272CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE$477,2360.19%5,466CommonSOLE
57636Q104MAMASTERCARD INC$468,6990.19%824CommonSOLE
654445303NTDOYNINTENDO LTD F$462,2670.18%21,662CommonSOLE
20449X401CMPGYCOMPASS GROUP PLC F$459,4620.18%13,372CommonSOLE
74347R842UWMPROSHARES ULTRA RUSSELL$458,0370.18%9,880CommonSOLE
046353108AZNNASTRAZENECA PLC F$451,5740.18%5,886CommonSOLE
009158106APDAIR PRODS & CHEMS INC$441,5340.18%1,619CommonSOLE
21037T109CEGCONSTELLATION ENERGY COR$437,6630.17%1,330CommonSOLE
922908512VOEVANGUARD MID CAP VALUE$435,5770.17%2,495CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD F$429,6670.17%2,404CommonSOLE
80687P106SBGSYSCHNEIDER ELEC SA F$423,0630.17%7,552CommonSOLE
835699307SONYSONY GROUP CORP F$396,0350.16%13,756CommonSOLE
87256C101TKOTKO GROUP HLDGS INC$394,0240.16%1,951CommonSOLE
87422Q109TLNTALEN ENERGY CORP NEW$387,0960.15%910CommonSOLE
G93A5A101VIKVIKING HLDGS LTD F$385,0810.15%6,195CommonSOLE
369604301GEGE AEROSPACE$385,0500.15%1,280CommonSOLE
46432F396MTUMISHARES MSCI USA MOMNTUM$368,7750.15%1,438CommonSOLE
46435G250HYDBISHARES HIGH YIELD SYS$364,6270.14%7,621CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$361,8250.14%746CommonSOLE
949746101WMT2WELLS FARGO & CO$353,6370.14%4,219CommonSOLE
110448107BTIBRITISH AMERN TOB PLC F$339,6590.13%6,399CommonSOLE
441593100HLIHOULIHAN LOKEY INC$335,4930.13%1,634CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$333,6340.13%746CommonSOLE
58733R102MELIMERCADOLIBRE INC$331,8450.13%142CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET$328,3420.13%12,771CommonSOLE
46429B663HDVISHARES CORE HIGH$327,9210.13%2,678CommonSOLE
904767704UNILEVER PLC F$321,3570.13%5,421CommonSOLE
883219206THLLYTHALES F$319,6720.13%5,079CommonSOLE
228903100AORTARTIVION INC$313,1040.12%7,395CommonSOLE
871607107SNPSSYNOPSYS INC$310,3420.12%629CommonSOLE
422806208HEI/AHEICO CORP NEW$307,9570.12%1,212CommonSOLE
G3730V105FTAIFTAI AVIATION LTD F$298,6790.12%1,790CommonSOLE
444859102HUMHUMANA INC$296,0730.12%1,138CommonSOLE
931142103WMTWALMART INC$293,5150.12%2,848CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$289,8790.12%1,140CommonSOLE
031100100AMEAMETEK INC NEW$285,5720.11%1,519CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$280,7950.11%305CommonSOLE
30231G102XOMEXXON MOBIL CORP$280,6350.11%2,489CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES IN$276,6110.11%472CommonSOLE
742718109PGPROCTER & GAMBLE CO$270,8850.11%1,763CommonSOLE
532457108LLYELI LILLY AND CO$260,9460.10%342CommonSOLE
580135101MCDMCDONALDS CORP$254,3560.10%837CommonSOLE
00214Q104ARKKARK INNOVATION ETF$253,7220.10%2,940CommonSOLE
09174C104BITBBITWISE BITCOIN ETF$252,3020.10%4,055CommonSOLE
036752103ELVELEVANCE HEALTH INC$247,1870.10%765CommonSOLE
17275R102CSCOCISCO SYS INC$244,4650.10%3,573CommonSOLE
461202103INTUINTUIT$243,1160.10%356CommonSOLE
13646K108CPCANADIAN PACIFIC KAN F$230,9190.09%3,100CommonSOLE
929740108WABWABTEC$230,3400.09%1,149CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM$229,1990.09%4,014CommonSOLE
670100205NVONOVO-NORDISK A S F$226,3990.09%4,080CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$225,5750.09%460CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND$224,5330.09%1,593CommonSOLE
922908629VOVANGUARD MID CAP ETF$219,1300.09%746CommonSOLE
02209S103MOALTRIA GROUP INC$216,8750.09%3,283CommonSOLE
478160104JNJJOHNSON & JOHNSON$213,4180.08%1,151CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTH$213,1830.08%1,872CommonSOLE
G7S00T104PNRPENTAIR PLC F$210,8870.08%1,904CommonSOLE
319390100FBIZFIRST BUSINESS FINL SVCS$210,1660.08%4,100CommonSOLE
G5960L103MDTMEDTRONIC PLC F$208,7660.08%2,192CommonSOLE
294429105EFXEQUIFAX INC$205,2240.08%800CommonSOLE
75513E101RTXRTX CORP$204,8120.08%1,224CommonSOLE
69120V309BLUE OWL CREDIT INCOME C$169,2770.07%17,913CommonSOLE
67090S108NCDLNUVEEN CHURCHILL DIRECT$147,3980.06%10,681CommonSOLE
72703X106PLPLANET LABS PBC$129,8000.05%10,000CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES I$113,9000.05%10,000CommonSOLE

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.