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Brooklands Fund Management Ltd

Q1 2025 · 13F-HR

Brooklands Fund Management Ltdholdings as filed

Filed 2025-05-13 · accession 0002036388-25-000006

$160.0M
Reported value
78
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
12510Q100CCCCCC Intelligent Solutions Holdings Inc$24.7M15.4%2,732,636CALLSOLE
172967424CCITIGROUP INC$15.8M9.88%15,004,960CALLSOLE
743315103PGRProgressive Corp/The$8.5M5.30%29,944CALLSOLE
50212V100LPLALPL Financial Holdings Inc$8.2M5.11%25,000CALLSOLE
036752903Elevance Health Inc$7.3M4.56%16,797CALLSOLE
60855R100MOHMolina Healthcare Inc$7.1M4.45%21,599CALLSOLE
743312AB6PRGS 1 04/15/26Progress Software Corp$6.6M4.10%6,000,000CALLSOLE
165167735EXEExpand Energy Corp$5.0M3.11%44,739CALLSOLE
91324P102UNHUnitedHealth Group Inc$4.5M2.78%8,510CALLSOLE
G9456A900Golar LNG Ltd$4.4M2.73%115,000CALLSOLE
217204106CPRTCopart Inc$4.3M2.66%75,194CALLSOLE
46625H900JPMorgan Chase & Co$4.1M2.58%4,000,000CALLSOLE
237266101DARDarling Ingredients Inc$4.1M2.55%130,484CALLSOLE
Y41053902International Seaways Inc$3.6M2.23%107,283CALLSOLE
62909BAA5New Fortress Energy Inc$3.5M2.22%4,000,000CALLSOLE
336433107FSLRFirst Solar Inc$3.5M2.21%28,000CALLSOLE
49714P108KNSLKinsale Capital Group Inc$3.4M2.13%7,004CALLSOLE
48581R905Kaspi.KZ JSC$3.4M2.11%36,379CALLSOLE
G85727108SDASunCar Technology Group Inc$3.3M2.09%810,725CALLSOLE
78409V104SPGIS&P Global Inc$3.1M1.95%6,159CALLSOLE
447324104HURCHurco Cos Inc$3.1M1.91%197,209CALLSOLE
15135B101CNCCentene Corp$2.9M1.83%48,242CALLSOLE
M46528901Frontline PLC$2.8M1.74%187,094CALLSOLE
16115Q308GTLSChart Industries Inc$2.1M1.31%14,500CALLSOLE
12685J105CABOCable One Inc$1.9M1.19%7,149CALLSOLE
01609W102BABAAlibaba Group Holding Ltd$1.6M0.99%12,000CALLSOLE
83404D109SFTBYSoftBank Group Corp$1.1M0.71%45,000CALLSOLE
67066G104NVDANVIDIA Corp$975,5000.61%9,000CALLSOLE
530307305LBRDKLiberty Broadband Corp$914,2020.57%10,749CALLSOLE
02156K103OPTUAltice USA Inc$884,7980.55%332,631CALLSOLE
783513203RYAAYRyanair Holdings PLC$845,0610.53%20,000CALLSOLE
Y2990R901Hafnia Ltd$832,4590.52%200,000CALLSOLE
722304102PDDPDD Holdings Inc$828,4500.52%7,000CALLSOLE
74762E902Quanta Services Inc$826,0850.52%3,250CALLSOLE
G29201103ECXECARX Holdings Inc$808,8730.51%641,963CALLSOLE
Y7542C900Scorpio Tankers Inc$751,5980.47%20,000CALLSOLE
46438F101IBITiShares Bitcoin Trust ETF$716,1930.45%15,300CALLSOLE
90353T100UBERUber Technologies Inc$692,1700.43%9,500CALLSOLE
770700102HOODRobinhood Markets Inc$665,9200.42%16,000CALLSOLE
023135906Amazon.com Inc$665,9100.42%3,500CALLSOLE
Y2065G901DHT Holdings Inc$605,6990.38%57,686CALLSOLE
74915M100QVCAUSDQVC Group Inc$455,0640.28%2,262,875CALLSOLE
872590904T-Mobile US Inc$450,0000.28%1,000CALLSOLE
615369105MCOMoody's Corp$428,4320.27%920CALLSOLE
38964R203ETHGrayscale Ethereum Mini Trust ETF$420,1680.26%24,400CALLSOLE
21874A106CORZCore Scientific Inc$398,2000.25%55,000CALLSOLE
496902404KGCKinross Gold Corp$327,8600.20%26,000CALLSOLE
852234103XYZBlock Inc$268,9340.17%4,950CALLSOLE
02376R102AALAmerican Airlines Group Inc$263,5920.16%24,985CALLSOLE
19260Q107COINCoinbase Global Inc$198,0650.12%1,150CALLSOLE
74347Y755ProShares Ultra VIX Short-Term Futures ETF$140,5800.09%6,000CALLSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$125,4250.08%750CALLSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$124,0760.08%692CALLSOLE
433921103HIVEHive Digital Technologies Ltd$123,2500.08%85,000CALLSOLE
032095901AMPHENOL CORP-CL A$118,0620.07%1,800CALLSOLE
25746U109DDominion Energy Inc$111,7390.07%2,000CALLSOLE
12572Q105CMECME Group Inc$105,2820.07%400CALLSOLE
482480100KLACKLA CORP$100,6100.06%148CALLSOLE
152006102CGAUCenterra Gold Inc$95,2500.06%15,000CALLSOLE
747525103QCOMQUALCOMM Inc$92,0130.06%600CALLSOLE
70450Y103PYPLPayPal Holdings Inc$80,5840.05%1,235CALLSOLE
81762P102NOWSERVICENOW INC$80,4100.05%101CALLSOLE
038222905APPLIED MATERIALS INC$78,2200.05%539CALLSOLE
40609P105HNRGHallador Energy Co$73,6800.05%6,000CALLSOLE
09173B1071B2Bitfarms Ltd/Canada$59,1150.04%75,000CALLSOLE
81684M104SMLRSemler Scientific Inc$47,0600.03%1,300CALLSOLE
373737105GGBGerdau SA$42,6000.03%15,000CALLSOLE
064058900BANK OF NEW YORK MELLON CORP$40,2580.03%480CALLSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$40,0800.03%812CALLSOLE
37045V100GMGENERAL MOTORS CO$40,0700.03%852CALLSOLE
718546104PSXPHILLIPS 66$39,5140.02%320CALLSOLE
48251W104KKRKKR & CO INC$39,4230.02%341CALLSOLE
03027X100AMTAMERICAN TOWER CORP$39,3860.02%181CALLSOLE
46625H100JPMJPMORGAN CHASE & CO$39,2480.02%160CALLSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$39,1390.02%172CALLSOLE
594918104MSFTMICROSOFT CORP$37,9140.02%101CALLSOLE
Q4982L909IREN Ltd$36,5400.02%6,000CALLSOLE
1375861039C0ACango Inc/KY$30,3200.02%8,000CALLSOLE

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.