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Institutional

Alphadyne Asset Management LP

CIK 0001535943
$5.76B
Reported AUM
363
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Alphadyne Asset Management LP · Q1 2026

AI · grounded in 13F

Alphadyne Asset Management LP increased its position in RTX by 14,830.39%. The fund also accumulated shares in TGT and MRK, increasing those holdings by 1,193.85% and 658.91% respectively. On the sell side, the fund trimmed its positions in CVS by 97.06% and SPY by 95.77%. Total AUM for the period ended March 31, 2026, stood at $5.76B across 363 positions.

Portfolio · Q1 2026

MSFTAAPLOther$4.46BAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$188.2M3.27%+115,799+29.5%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$129.7M2.25%+114,263+28.8%
3XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$111.9M1.94%+532,500+419.6%
4JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$110.8M1.92%+281,100+163.2%
5FDXFEDEX CORP$331.000.91%91.20%61.37%$101.6M1.76%+207,113+264.9%
6TLTISHARES TR$85.06-0.51%4.59%-32.66%$100.5M1.75%72,937−5.9%
7AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$99.7M1.73%+44,516+10.3%
8METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$94.6M1.64%+21,742+15.1%
9CFCF INDUSTRIES HOLD$111.91-1.39%25.81%167.00%$94.3M1.64%+545,201+300.5%
10MRKMERCK & CO INC$120.790.44%58.51%82.35%$93.8M1.63%+676,700+658.9%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$93.0M1.62%+141,908+78.1%
12TGTTARGET CORP$122.57-1.03%31.46%-45.36%$84.2M1.46%+641,100+1193.9%
13RTXRTX CORPORATION$180.990.88%32.19%132.37%$81.8M1.42%+421,183+14830.4%
14NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$80.0M1.39%+50,553+12.4%
15AMGNAMGEN INC$349.581.15%24.03%69.41%$72.7M1.26%+204,997+12812.3%
16FANGDIAMONDBACK ENERGY INC$192.62-5.09%40.57%208.71%$70.0M1.21%+304,920+625.1%
17ADBEADOBE INC$251.44-2.70%-39.69%-59.55%$68.4M1.19%+251,726+853.3%
18TXNTEXAS INSTRS INC$285.06-6.65%52.30%72.38%$68.1M1.18%+319,266+1009.7%
19LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$68.0M1.18%+87,761+353.8%
20COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$67.1M1.16%+508,000NEW
21TSLATESLA INC$391.00-6.56%32.48%70.69%$65.0M1.13%+9,771+5.9%
22CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$60.9M1.06%+301,834+1242.1%
23WMTWALMART INC$118.880.97%22.99%166.67%$58.9M1.02%+306,152+182.6%
24UPSUNITED PARCEL SVCS INC$108.54-1.52%18.07%-28.90%$57.2M0.99%+460,106+377.8%
25EEMISHARES TR$64.59-6.53%40.98%40.06%$56.8M0.99%+1,000,000NEW
26ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$56.7M0.98%+151,852+578.5%
27QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$55.9M0.97%748,628−88.6%
28EOGEOG RES INC$137.78-2.20%25.11%141.99%$54.5M0.95%+377,100NEW
29MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$53.8M0.93%+147,200+1226.7%
30GILDGILEAD SCIENCES INC$129.16-0.02%17.90%125.52%$52.3M0.91%+168,808+81.9%
31AAALCOA CORP$74.784.02%$49.3M0.86%+618,371+494.7%
32ROSTROSS STORES INC$230.37-1.15%$48.7M0.85%+225,000NEW
33NUENUCOR CORP$253.62-0.30%$45.8M0.80%+196,474+264.1%
34VLOVALERO ENERGY CORP$255.82-1.17%$44.8M0.78%+115,428+175.1%
35HWMHOWMET AEROSPACE INC$251.901.03%$44.7M0.78%+153,000+372.3%
36COHRCOHERENT CORP$376.99-10.64%$44.6M0.78%+185,826+11806.0%
37MRNAMODERNA INC$47.480.08%$44.2M0.77%+554,200+175.1%
38NOCNORTHROP GRUMMAN CORP$544.40-0.14%$44.0M0.76%+64,421NEW
39AMATAPPLIED MATLS INC$453.01-9.71%$43.4M0.75%+56,883+81.0%
40SATSECHOSTAR CORP$116.28-6.71%$42.5M0.74%+358,535+7967.4%
41DGDOLLAR GEN CORP$103.700.17%$42.2M0.73%+270,635+319.1%
42GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$40.7M0.71%+5,752+13.6%
43MCHPMICROCHIP TECHNOLOGY INC.$88.34-8.27%$40.5M0.70%+627,535NEW
44GOOGALPHABET INC$365.76-0.95%$40.5M0.70%192,534−57.7%
45HALHALLIBURTON CO$40.032.17%$39.0M0.68%+456,900+84.2%
46NOWSERVICENOW INC$112.45-5.79%$39.0M0.68%+290,000+350.7%
47SAPSAP SE$184.77-1.27%$35.9M0.62%+209,604NEW
48ULTAULTA BEAUTY INC$467.070.98%$35.5M0.62%+67,942NEW
49WDCWESTERN DIGITAL CORP$511.72-11.08%$35.4M0.62%+116,100+779.2%
50DLTRDOLLAR TREE INC$108.80-0.43%$34.9M0.61%+253,295+384.9%
51PEPPEPSICO INC$141.92-0.16%$33.3M0.58%+152,370+244.8%
52TOLTOLL BROTHERS INC$137.51-0.29%$33.2M0.58%+203,399+512.4%
53ALGNALIGN TECHNOLOGY INC$169.240.89%$32.4M0.56%+188,999NEW
54VRTVERTIV HOLDINGS CO$300.51-7.23%$32.1M0.56%+75,165+142.2%
55BABOEING CO$215.45-0.91%$32.1M0.56%+119,426+286.2%
56LITELUMENTUM HLDGS INC$863.66-8.62%$31.6M0.55%+40,261+856.6%
57SBUXSTARBUCKS CORP$95.291.22%$31.3M0.54%+265,922+318.7%
58CLCOLGATE PALMOLIVE CO$88.584.09%$31.3M0.54%+366,700NEW
59DEDEERE & CO$583.44-1.40%$31.2M0.54%+54,002+4100.4%
60HONHONEYWELL INTL INC$213.97-1.69%$31.0M0.54%+137,226NEW
61CCITIGROUP INC$132.47-1.98%$30.7M0.53%6,863−2.5%
62LYBLYONDELLBASELL INDUSTRIES NV$64.50-2.54%$30.1M0.52%+356,244+2040.8%
63NEMNEWMONT CORP$99.71-7.96%$28.1M0.49%+87,960+51.1%
64MUFGMITSUBISHI UFJ FINANCIAL GRO$19.91-0.70%$28.0M0.49%+1,652,000NEW
65GEVGE VERNOVA INC$933.61-3.09%$27.7M0.48%3,900−11.0%
66STLDSTEEL DYNAMICS INC$268.50-3.02%$27.6M0.48%+129,596+546.8%
67SNDKSANDISK CORP$1559.32-11.39%$27.3M0.47%+42,998NEW
68DHRDANAHER CORP DEL$184.30-1.25%$27.1M0.47%+119,881+523.5%
69PSXPHILLIPS 66$183.08-0.58%$26.7M0.46%89,998−38.0%
70CMECME GROUP INC$257.400.52%$26.7M0.46%+90,309NEW
71MARMARRIOTT INTL INC NEW$392.511.87%$26.1M0.45%+79,795NEW
72CAVACAVA GROUP INC$72.880.39%$25.7M0.45%+299,683+1618.4%
73HSYHERSHEY CO$184.581.02%$25.7M0.45%+87,419+242.0%
74SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$25.6M0.44%890,462−95.8%
75JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%$24.9M0.43%+161,200+563.6%
76ISRGINTUITIVE SURGICAL INC$422.060.77%$24.8M0.43%+49,899+1247.5%
77OKEONEOK INC NEW$88.25-0.79%$24.7M0.43%+223,100+440.0%
78CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$24.5M0.42%+53,914+618.5%
79LINLINDE PLC$507.900.09%$24.3M0.42%+49,000NEW
80MPCMARATHON PETE CORP$262.01-1.89%$24.0M0.42%+78,130+385.4%
81COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$23.8M0.41%+22,046+1224.8%
82TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$23.5M0.41%+69,500NEW
83ONON SEMICONDUCTOR CORP$117.26-11.05%$22.7M0.39%+361,038+6812.0%
84PGPROCTER & GAMBLE CO$146.544.09%$22.4M0.39%+147,481+1986.5%
85GLWCORNING INC$177.58-10.18%$22.2M0.39%+33,944+26.3%
86SCCOSOUTHERN COPPER CORP$172.97-10.88%$22.2M0.39%+120,792+1491.3%
87STZCONSTELLATION BRANDS INC$139.51-1.00%$22.1M0.38%+103,098+234.4%
88SUSUNCOR ENERGY INC NEW$62.22-4.96%$21.9M0.38%+303,810+1134.0%
89RGLDROYAL GOLD INC$209.041.44%$21.6M0.37%+84,810NEW
90MNSTMONSTER BEVERAGE CORP NEW$89.551.14%$21.3M0.37%+293,917NEW
91ADMARCHER DANIELS MIDLAND CO$80.92-2.94%$21.1M0.37%+145,816+101.3%
92VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$20.6M0.36%+42,222+1055.5%
93STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$20.1M0.35%+48,679+1811.0%
94AXPAMERICAN EXPRESS CO$310.66-0.60%$19.5M0.34%+34,095+112.2%
95JPMJPMORGAN CHASE & CO$312.370.48%$19.2M0.33%76,579−54.0%
96FTAIFTAI AVIATION LTD$234.05-6.41%$19.0M0.33%+77,518NEW
97CIENCIENA CORP$488.21-8.85%$18.8M0.33%+29,400+154.7%
98HUBSHUBSPOT INC$212.64-3.51%$18.4M0.32%+74,361+7436.1%
99GNRCGENERAC HLDGS INC$261.54-5.97%$18.4M0.32%+68,086+261.3%
100BABAALIBABA GROUP HLDG LTD$121.06-3.88%$17.5M0.30%539,119−79.5%
101AKAMAKAMAI TECHNOLOGIES INC$17.4M0.30%+70,350+86.4%
102LNGCHENIERE ENERGY INC$17.0M0.30%+35,195+141.9%
103NTRNUTRIEN LTD$17.0M0.29%+140,719+166.8%
104CVXCHEVRON CORPORATION$16.8M0.29%+81,400NEW
105DOWDOW HLDGS INC$16.4M0.29%+394,600NEW
106ELLAUDER ESTEE COS INC$16.3M0.28%+208,006+1050.5%
107DVNDEVON ENERGY CORP NEW$16.1M0.28%234,686−42.3%
108TEAMATLASSIAN CORPORATION$16.0M0.28%+177,436+310.2%
109CDNSCADENCE DESIGN SYSTEM INC$16.0M0.28%+34,150+146.7%
110AAOIAPPLIED OPTOELECTRONICS INC$16.0M0.28%+188,600NEW
111SNPSSYNOPSYS INC$15.5M0.27%+39,084NEW
112APAAPA CORPORATION$15.2M0.26%+286,600+400.3%
113FCXFREEPORT MCMORAN INC$15.2M0.26%+209,791+429.9%
114LHXL3HARRIS TECHNOLOGIES INC$15.1M0.26%+29,353+203.8%
115TJXTJX COS INC NEW$15.0M0.26%+79,623+565.6%
116ANFABERCROMBIE & FITCH CO$15.0M0.26%+163,665NEW
117TERTERADYNE INC$14.9M0.26%+44,500+780.7%
118OXYOCCIDENTAL PETE CORP$14.0M0.24%+24,552+12.8%
119GPNGLOBAL PMTS INC$13.6M0.24%+122,323+152.7%
120ALBALBEMARLE CORP$13.6M0.24%+7,249+10.6%
121AEPAMERICAN ELEC PWR CO INC$13.5M0.23%+92,374+877.6%
122MSMORGAN STANLEY$13.4M0.23%166,554−67.2%
123BMYBRISTOL-MYERS SQUIBB CO$13.0M0.23%+17,900+9.1%
124EQTEQT CORP$13.0M0.23%+121,674+147.8%
125JBHTHUNT J B TRANS SVCS INC$13.0M0.23%+61,261NEW
126LLYELI LILLY & CO$12.5M0.22%+10,338+313.3%
127NXPINXP SEMICONDUCTORS N V$12.5M0.22%+57,869+1021.2%
128SYYSYSCO CORP$12.5M0.22%+175,153NEW
129PNCPNC FINL SVCS GROUP INC$12.3M0.21%+58,910NEW
130GMGENERAL MTRS CO$12.1M0.21%+87,639+118.0%
131WMT2WELLS FARGO & CO$12.0M0.21%785,403−83.9%
132TPRTAPESTRY INC$11.8M0.21%+43,294+106.9%
133WMBWILLIAMS COS INC$11.8M0.20%+157,563+3471.3%
134DUKDUKE ENERGY CORP NEW$11.5M0.20%+88,037NEW
135SMFGSUMITOMO MITSUI FIN GRP INC$11.2M0.20%+568,900NEW
136HUTHUT 8 CORP$11.0M0.19%+173,070+277.7%
137QUREQUANTA SVCS INC$11.0M0.19%2,473−11.0%
138TECKTECK RESOURCES LTD$10.9M0.19%+40,142+23.6%
139REGNREGENERON PHARMACEUTICALS$10.8M0.19%+5,754+70.2%
140XPOXPO INC$10.7M0.19%+51,000+1342.1%
141USBUS BANCORP$10.5M0.18%+177,288+720.7%
142UNPUNION PAC CORP$10.5M0.18%+43,199NEW
143BACBANK AMERICA CORP$9.8M0.17%+11,677+6.1%
144GDGENERAL DYNAMICS CORP$9.5M0.17%13,471−32.7%
145ENPHENPHASE ENERGY INC$9.5M0.17%+228,608+994.6%
146ABBVABBVIE INC$9.3M0.16%4,060−8.7%
147RYROYAL BK CDA$9.1M0.16%+39,532+235.3%
148LULULULULEMON ATHLETICA INC$9.1M0.16%+31,848+116.2%
149SLVISHARES SILVER TR$9.1M0.16%+133,000NEW
150DECKDECKERS OUTDOOR CORP$8.8M0.15%+88,262NEW
151CATCATERPILLAR INC$8.8M0.15%4,002−24.4%
152EUADSPINNAKER ETF SERIES$8.5M0.15%+209,079NEW
153VFCV F CORP$8.5M0.15%+475,821+1866.0%
154CVNACARVANA CO$8.4M0.15%+19,125+248.4%
155MDTMEDTRONIC PLC$8.2M0.14%+68,558+261.7%
156LOWLOWES COS INC$8.2M0.14%+34,603NEW
157CBCHUBB LTD SWITZ$7.7M0.13%8,545−26.5%
158TFCTRUIST FINL CORP$7.7M0.13%+167,326NEW
159TDTORONTO DOMINION BK ONT$7.7M0.13%+73,238+804.8%
160LRCXLAM RESEARCH CORP$7.6M0.13%12,620−26.2%
161RKLBROCKET LAB CORP$7.5M0.13%+95,151+424.8%
162BEBLOOM ENERGY CORP$7.5M0.13%+51,746+1326.8%
163EXEEXPAND ENERGY CORPORATION$7.4M0.13%4,300−6.0%
164CSXCSX CORP$7.3M0.13%+178,169NEW
165FASTFASTENAL CO$7.2M0.12%+154,203NEW
166WMWASTE MGMT INC DEL$7.1M0.12%+31,100NEW
167AEMAGNICO EAGLE MINES LTD$7.1M0.12%+31,484+847.3%
168WDAYWORKDAY INC$7.1M0.12%+36,080+196.8%
169KMIKINDER MORGAN INC DEL$6.9M0.12%+99,141+92.0%
170AAPADVANCE AUTO PARTS INC$6.8M0.12%+129,400NEW
171SWKSTANLEY BLACK & DECKER INC$6.8M0.12%+95,842NEW
172LUVSOUTHWEST AIRLS CO$6.8M0.12%+121,818+207.2%
173NEENEXTERA ENERGY INC$6.7M0.12%+9,579+15.2%
174RIGTRANSOCEAN LTD$6.7M0.12%+1,014,200NEW
175SOXXISHARES TR$6.6M0.11%+20,000NEW
176TSEMTOWER SEMICONDUCTOR LTD$5.9M0.10%+33,700NEW
177ILMNILLUMINA INC$5.9M0.10%+47,800NEW
178CLXCLOROX CO DEL$5.8M0.10%+46,820+537.4%
179DRIDARDEN RESTAURANTS INC$5.7M0.10%+28,995NEW
180XLUSELECT SECTOR SPDR TR$5.6M0.10%3,089−2.5%
181CMICUMMINS INC$5.6M0.10%+5,263+101.2%
182IBMINTERNATIONAL BUSINESS MACHS$5.3M0.09%47,589−68.6%
183KOCOCA COLA CO$5.3M0.09%96,466−58.2%
184PBFPBF ENERGY INC$5.2M0.09%+110,000NEW
185WHRWHIRLPOOL CORP$5.2M0.09%+97,058NEW
186TMUST-MOBILE US INC$5.2M0.09%+20,773+532.6%
187ROKUROKU INC$4.9M0.08%12,545−19.6%
188APHAMPHENOL CORP$4.9M0.08%34,341−47.2%
189TAT&T INC$4.8M0.08%+141,899+630.6%
190DISDISNEY WALT CO$4.7M0.08%10,615−17.8%
191ITBISHARES TR$4.7M0.08%HELD
192AFLAFLAC INC$4.6M0.08%+41,872NEW
193HLTHILTON WORLDWIDE HLDGS INC$4.4M0.08%+14,443NEW
194FIVEFIVE BELOW INC$4.4M0.08%8,600−31.0%
195MTBM & T BK CORP$4.3M0.07%+15,504+295.9%
196BKRBAKER HUGHES COMPANY$4.2M0.07%+42,400+163.1%
197DDOMINION ENERGY INC$4.0M0.07%+65,000NEW
198EXPEEXPEDIA GROUP INC$3.9M0.07%+17,096NEW
199NXTNEXTPOWER INC$3.9M0.07%+32,147NEW
200FSLRFIRST SOLAR INC$3.8M0.07%38,822−66.6%
201RSPINVESCO EXCHANGE TRADED FD T$3.8M0.07%+20,000NEW
202MPWRMONOLITHIC PWR SYS INC$3.8M0.07%2,667−43.2%
203APLDAPPLIED DIGITAL CORP$3.8M0.07%+112,008+228.2%
204BKBANK NEW YORK MELLON CORP$3.8M0.07%91,000−74.1%
205RHRH$3.7M0.07%42,112−61.1%
206RIORIO TINTO PLC$3.7M0.06%HELD
207ATIATI INC$3.6M0.06%+24,576NEW
208BALLBALL CORP$3.5M0.06%+60,000NEW
209BGBUNGE GLOBAL SA$3.5M0.06%9,281−25.2%
210DOCNDIGITALOCEAN HLDGS INC$3.5M0.06%+40,600NEW
211GISGENERAL MILLS INC$3.4M0.06%+65,321+251.2%
212BIIBBIOGEN INC$3.4M0.06%+18,518NEW
213DALDELTA AIR LINES INC$3.4M0.06%+12,269+32.0%
214FFORD MTR CO$3.4M0.06%+236,075+429.8%
215XLPSELECT SECTOR SPDR TR$3.4M0.06%+40,884NEW
216XLVSELECT SECTOR SPDR TR$3.3M0.06%+22,773NEW
217LQDALIQUIDIA CORPORATION$3.3M0.06%+88,398NEW
218WPMWHEATON PRECIOUS METALS CORP$3.3M0.06%+22,151+787.5%
219SLBSLB LIMITED$3.2M0.06%+62,100NEW
220TMOTHERMO FISHER SCIENTIFIC INC$3.2M0.06%+6,492NEW
221PDDPDD HOLDINGS INC$3.2M0.05%+30,849NEW
222GLDSPDR GOLD TR$3.0M0.05%+7,000NEW
223MDLZMONDELEZ INTL INC$3.0M0.05%+38,450+280.7%
224KLACKLA CORP$2.9M0.05%+1,700+566.7%
225CYTKCYTOKINETICS INC$2.9M0.05%+34,767+357.2%
226WWAYFAIR INC$2.9M0.05%+38,437NEW
227CEGCONSTELLATION ENERGY CORP$2.9M0.05%51,089−83.2%
228DHID R HORTON INC$2.9M0.05%12,854−38.0%
229SHAKSHAKE SHACK INC$2.8M0.05%48,513−60.1%
230CSCOCISCO SYS INC$2.8M0.05%351,800−90.6%
231CMCANADIAN IMPERIAL BANK OF CO$2.8M0.05%367,300−92.4%
232ALKALASKA AIR GROUP INC$2.8M0.05%+76,569NEW
233ALABASTERA LABS INC$2.8M0.05%+10,400+68.4%
234KRKROGER CO$2.7M0.05%+37,404NEW
235KTOSKRATOS DEFENSE & SEC SOLUTIO$2.7M0.05%46,361−54.9%
236EBAYEBAY INC.$2.7M0.05%47,236−61.7%
237QCOMQUALCOMM INC$2.6M0.05%+2,881+16.4%
238EMREMERSON ELEC CO$2.6M0.05%+13,996+238.4%
239COINCOINBASE GLOBAL INC$2.5M0.04%11,314−44.2%
240JBLJABIL INC$2.4M0.04%18,800−67.1%
241ARANTERO RESOURCES CORP$2.4M0.04%373,178−86.8%
242AUANGLOGOLD ASHANTI PLC$2.4M0.04%+24,220NEW
243PCGPG&E CORP$2.3M0.04%13,922−9.4%
244GGALGRUPO FINANCIERO GALICIA S.A$2.3M0.04%HELD
245CRWVCOREWEAVE INC$2.3M0.04%+30,000NEW
246NFLXNETFLIX INC.$2.3M0.04%9,523−28.3%
247AAGILENT TECHNOLOGIES INC$2.2M0.04%+19,374NEW
248CHWYCHEWY INC$2.2M0.04%+81,545NEW
249KSSKOHLS CORP$2.2M0.04%+169,147NEW
250NETCLOUDFLARE INC$2.2M0.04%9,966−48.6%
251INSMINSMED INC$2.1M0.04%+5,755+80.3%
252MFGMIZUHO FINANCIAL GROUP INC$2.1M0.04%+260,000NEW
253GEHCGE HEALTHCARE TECHNOLOGIES I$2.0M0.03%+13,366+89.7%
254AESAES CORP$2.0M0.03%+139,509NEW
255SEDGSOLAREDGE TECHNOLOGIES INC$1.9M0.03%+36,500NEW
256NKENIKE INC$1.9M0.03%51,153−59.3%
257HOODROBINHOOD MKTS INC$1.8M0.03%819−3.1%
258MCOMOODYS CORP$1.7M0.03%+4,000NEW
259TTTRANE TECHNOLOGIES PLC$1.7M0.03%8,044−66.1%
260AEOAMERICAN EAGLE OUTFITTERS IN$1.7M0.03%+102,259NEW
261RLRALPH LAUREN CORP$1.7M0.03%+4,918NEW
262AIGAMERICAN INTL GROUP INC$1.6M0.03%+21,877NEW
263GMEGAMESTOP CORP$1.6M0.03%+33,200+88.1%
264VGVENTURE GLOBAL INC$1.6M0.03%+101,762NEW
265GAPGAP INC$1.6M0.03%501,160−88.4%
266RCLROYAL CARIBBEAN GROUP$1.6M0.03%7,271−56.1%
267CCKCROWN HLDGS INC$1.5M0.03%+15,000NEW
268ETNEATON CORP PLC$1.5M0.03%+2,200+115.8%
269WSMWILLIAMS SONOMA INC$1.5M0.03%5,298−39.8%
270MCKMCKESSON CORP$1.4M0.02%2,494−60.4%
271FIXCOMFORT SYS USA INC$1.4M0.02%+1,025NEW
272ASTSAST SPACEMOBILE INC$1.4M0.02%+17,036NEW
273PATHUIPATH INC$1.4M0.02%+126,807NEW
274APPAPPLOVIN CORP$1.4M0.02%7,915−69.4%
275TWLOTWILIO INC$1.4M0.02%+8,244+324.8%
276IPINTERNATIONAL PAPER CO$1.4M0.02%+21,498+131.1%
277PLPLANET LABS PBC$1.3M0.02%+47,300NEW
278CHTRCHARTER COMMUNICATIONS INC$1.3M0.02%21,293−77.7%
279METMETLIFE INC$1.3M0.02%+18,441NEW
280MTCHMATCH GROUP INC NEW$1.3M0.02%91,198−68.3%
281CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.02%31,241−61.2%
282MMACYS INC$1.2M0.02%178,389−72.7%
283PLTRPALANTIR TECHNOLOGIES INC$1.2M0.02%104,673−92.7%
284FOURSHIFT4 PMTS INC$1.2M0.02%56,047−67.6%
285CENXCENTURY ALUM CO$1.2M0.02%+20,000NEW
286SOFISOFI TECHNOLOGIES INC$1.2M0.02%451,384−86.0%
287INTCINTEL CORP$1.2M0.02%234,555−89.9%
288FTNTFORTINET INC$1.2M0.02%209,769−93.7%
289CNCCENTENE CORP DEL$1.1M0.02%19,229−35.5%
290AEHRAEHR TEST SYS$1.1M0.02%+29,716NEW
291CRCLCIRCLE INTERNET GROUP INC$1.1M0.02%+11,508NEW
292CCJCAMECO CORP$1.1M0.02%56,781−85.0%
293AVGOBROADCOM INC$1.1M0.02%18,251−83.9%
294BLDRBUILDERS FIRSTSOURCE INC$1.1M0.02%48,515−78.7%
295BBIOBRIDGEBIO PHARMA INC$1.1M0.02%+14,214NEW
296CVSCVS HEALTH CORP$1.0M0.02%473,060−97.1%
297LYFTLYFT INC$1.0M0.02%393,250−83.7%
298SNAPSNAP INC$1.0M0.02%67,862−23.8%
299JDJD.COM INC$970K0.02%+32,789NEW
300VSCOVICTORIAS SECRET AND CO$919K0.02%+19,816NEW
301VEEVVEEVA SYS INC$878K0.02%18,795−79.0%
302CZRCAESARS ENTERTAINMENT INC NE$862K0.01%+8,842+37.2%
303RDDTREDDIT INC$852K0.01%23,971−79.1%
304HPQHP INC$807K0.01%25,321−37.6%
305IGVISHARES TR$801K0.01%+10,000NEW
306PAYCPAYCOM SOFTWARE INC$790K0.01%+6,500NEW
307APPFAPPFOLIO INC$789K0.01%+5,000NEW
308BMABANCO MACRO S A$781K0.01%HELD
309TRGPTARGA RES CORP$777K0.01%+3,100NEW
310CARAVIS BUDGET GROUP INC$775K0.01%42,534−88.9%
311LYVLIVE NATION ENTERTAINMENT IN$768K0.01%+3,036+151.8%
312DXCMDEXCOM INC$760K0.01%+12,100NEW
313MSTRSTRATEGY INC$749K0.01%31,378−83.9%
314ZETAZETA GLOBAL HOLDINGS CORP$705K0.01%193,628−81.4%
315TROWPRICE T ROWE GROUP INC$697K0.01%+7,737NEW
316BROSDUTCH BROS INC$694K0.01%11,993−46.7%
317UUNITY SOFTWARE INC$693K0.01%19,817−38.6%
318IOTSAMSARA INC$640K0.01%+20,200NEW
319RUNSUNRUN INC$611K0.01%125,208−73.5%
320BBYBEST BUY INC$603K0.01%35,207−78.9%
321NIONIO INC$602K0.01%+99,784NEW
322ADSKAUTODESK INC$584K0.01%+2,441NEW
323KHCKRAFT HEINZ CO$584K0.01%+25,973NEW
324COFCAPITAL ONE FINL CORP$584K0.01%115,900−97.3%
325LUNRINTUITIVE MACHINES INC$532K0.01%+28,645NEW
326RIOTRIOT PLATFORMS INC$530K0.01%116,376−73.1%
327UALUNITED AIRLS HLDGS INC$528K0.01%100,368−94.6%
328PBRPETROLEO BRASILEIRO S A$519K0.01%+25,000NEW
329APDAIR PRODUCTS AND CHEMICALS I$504K0.01%7,466−81.2%
330EATBRINKER INTL INC$500K0.01%+1,833+110.0%
331AMKRAMKOR TECHNOLOGY INC$496K0.01%+11,015NEW
332FMCFMC CORP$488K0.01%+28,351NEW
333MDBMONGODB INC$466K0.01%1,897−49.9%
334JOBYJOBY AVIATION INC$455K0.01%+9,789+21.6%
335PAYXPAYCHEX INC$442K0.01%+4,800NEW
336KVUEKENVUE INC$441K0.01%388,000−93.8%
337XYZBLOCK INC$428K0.01%+7,107NEW
338JBLUJETBLUE AIRWAYS CORP$395K0.01%+89,400NEW
339NBISNEBIUS GROUP N.V.$386K0.01%+370+11.0%
340PANWPALO ALTO NETWORKS INC$375K0.01%43,947−94.9%
341GDXVANECK ETF TRUST$367K0.01%16,000−80.0%
342HLHECLA MINING COMPANY$358K0.01%131,200−87.2%
343RDWREDWIRE CORPORATION$350K0.01%+41,189NEW
344VALEVALE S A$349K0.01%+21,923NEW
345CTRACOTERRA ENERGY INC$337K0.01%+9,600NEW
346WIXWIX COM LTD$328K0.01%+3,641NEW
347KEYKEYCORP$313K0.01%637,383−97.6%
348HPEHEWLETT PACKARD ENTERPRISE C$312K0.01%237,700−94.8%
349UNHUNITEDHEALTH GROUP INC$298K0.01%22,610−95.4%
350BIDUBAIDU INC$290K0.01%+2,606NEW
351INTUINTUIT$288K0.01%2,734−80.4%
352CPCANADIAN PACIFIC KANSAS CITY$286K0.00%+3,636NEW
353BUDANHEUSER BUSCH INBEV SA NV$271K0.00%+3,901NEW
354MDGLMADRIGAL PHARMACEUTICALS INC$262K0.00%+500NEW
355AVAVAEROVIRONMENT INC$256K0.00%9,987−87.7%
356ZNGAZOOM COMMUNICATIONS INC$248K0.00%60,218−95.1%
357BJBJS WHSL CLUB HLDGS INC$236K0.00%39,819−94.3%
358SFMSPROUTS FMRS MKT INC$207K0.00%4,539−62.9%
359WULFTERAWULF INC$199K0.00%69,493−83.4%
360MARAMARA HOLDINGS INC$181K0.00%+22,173NEW
361STLASTELLANTIS N.V$180K0.00%+25,432NEW
362NTLAINTELLIA THERAPEUTICS INC$131K0.00%+10,182NEW
363MBLYMOBILEYE GLOBAL INC$91K0.00%+13,194NEW
364GEGE AEROSPACE80,100EXITED
365HYGISHARES TR266,833EXITED
366UBERUBER TECHNOLOGIES INC178,569EXITED
367VSTVISTRA CORP88,446EXITED
368SWKSSKYWORKS SOLUTIONS INC213,937EXITED
369NUNU HLDGS LTD796,942EXITED
370SHOPSHOPIFY INC81,284EXITED
371SPOTSPOTIFY TECHNOLOGY S A21,614EXITED
372PRUPRUDENTIAL FINL INC109,017EXITED
373IWMISHARES TR43,900EXITED
374PYPLPAYPAL HLDGS INC175,877EXITED
375ANETARISTA NETWORKS INC71,600EXITED
376BDXBECTON DICKINSON & CO40,200EXITED
377AALAMERICAN AIRLS GROUP INC503,900EXITED
378NTAPNETAPP INC71,002EXITED
379BXBLACKSTONE INC46,600EXITED
380CYBRCYBERARK SOFTWARE LTD15,655EXITED
381LMNDLEMONADE INC92,314EXITED
382NRGNRG ENERGY INC40,718EXITED
383HUMHUMANA INC24,550EXITED
384SCHWSCHWAB CHARLES CORP62,600EXITED
385DELLDELL TECHNOLOGIES INC49,611EXITED
386CROXCROCS INC72,293EXITED
387TTWOTAKE-TWO INTERACTIVE SOFTWAR22,200EXITED
388CPRICAPRI HOLDINGS LIMITED231,049EXITED
389IBKRINTERACTIVE BROKERS GROUP IN87,244EXITED
390RBLXROBLOX CORP66,779EXITED
391CMACOMERICA INC59,300EXITED
392ABNBAIRBNB INC35,200EXITED
393SYFSYNCHRONY FINANCIAL53,400EXITED
394DOCUDOCUSIGN INC62,514EXITED
395SNOWSNOWFLAKE INC18,900EXITED
396MCDMCDONALDS CORP13,518EXITED
397LEUCENTRUS ENERGY CORP16,800EXITED
398MOALTRIA GROUP INC70,395EXITED
399ACNACCENTURE PLC IRELAND14,900EXITED
400ZSZSCALER INC17,134EXITED
401TLNTALEN ENERGY CORP9,656EXITED
402TKOTKO GROUP HOLDINGS INC17,133EXITED
403DKNGDRAFTKINGS INC NEW102,100EXITED
404CORCENCORA INC9,975EXITED
405XLCSELECT SECTOR SPDR TR28,524EXITED
406SPGIS&P GLOBAL INC6,400EXITED
407XLFSELECT SECTOR SPDR TR60,915EXITED
408OKTAOKTA INC37,342EXITED
409HIMSHIMS & HERS HEALTH INC94,860EXITED
410AMDADVANCED MICRO DEVICES INC14,285EXITED
411AFRMAFFIRM HLDGS INC40,800EXITED
412NCLHNORWEGIAN CRUISE LINE HLDG L115,400EXITED
413CLHCLEAN HARBORS INC10,683EXITED
414HCAHCA HEALTHCARE INC5,300EXITED
415MOHMOLINA HEALTHCARE INC14,019EXITED
416HDHOME DEPOT INC7,005EXITED
417BLKBLACKROCK INC2,178EXITED
418ELVELEVANCE HEALTH INC FORMERLY6,556EXITED
419MMM3M CO14,117EXITED
420DTDYNATRACE INC51,897EXITED
421CMGCHIPOTLE MEXICAN GRILL INC60,369EXITED
422CLSCELESTICA INC7,500EXITED
423CIFRCIPHER MINING INC131,489EXITED
424WYNNWYNN RESORTS LTD15,700EXITED
425DKSDICKS SPORTING GOODS INC9,215EXITED
426CITHE CIGNA GROUP6,400EXITED
427PLNTPLANET FITNESS INC16,077EXITED
428IRENIREN LIMITED42,968EXITED
429BKNGBOOKING HOLDINGS INC300EXITED
430BMOBANK MONTREAL QUE11,900EXITED
431MAMASTERCARD INCORPORATED2,600EXITED
432DUOLDUOLINGO INC8,438EXITED
433RIVNRIVIAN AUTOMOTIVE INC74,761EXITED
434LENLENNAR CORP14,272EXITED
435LWLAMB WESTON HLDGS INC34,017EXITED
436PFEPFIZER INC51,400EXITED
437WBDWARNER BROS DISCOVERY INC43,700EXITED
438CPNGCOUPANG INC53,268EXITED
439TTDTHE TRADE DESK INC32,281EXITED
440HIGHARTFORD INSURANCE GROUP INC7,856EXITED
441TEMTEMPUS AI INC18,160EXITED
442VVISA INC3,000EXITED
443EWEDWARDS LIFESCIENCES CORP11,949EXITED
444ZTSZOETIS INC7,800EXITED
445QRVOQORVO INC11,295EXITED
446CRDOCREDO TECHNOLOGY GROUP HOLDI6,600EXITED
447DASHDOORDASH INC4,000EXITED
448UECURANIUM ENERGY CORP77,400EXITED
449KMXCARMAX INC23,300EXITED
450OKLOOKLO INC12,500EXITED
451CLFCLEVELAND-CLIFFS INC NEW62,632EXITED
452BNSBANK NOVA SCOTIA HALIFAX10,700EXITED
453PENNPENN ENTERTAINMENT INC51,000EXITED
454AXONAXON ENTERPRISE INC1,298EXITED
455IFFINTERNATIONAL FLAVORS&FRAGRA10,000EXITED
456KKRKKR & CO INC5,100EXITED
457ORLYOREILLY AUTOMOTIVE INC6,422EXITED
458ORCLORACLE CORP3,000EXITED
459FISFIDELITY NATL INFORMATION SV8,020EXITED
460MPMP MATERIALS CORP10,500EXITED
461DDDUPONT DE NEMOURS INC13,166EXITED
4628QRCONFLUENT INC17,200EXITED
463DDOGDATADOG INC3,568EXITED
464ETSYETSY INC8,583EXITED
465UPSTUPSTART HLDGS INC8,800EXITED
466ZZILLOW GROUP INC5,589EXITED
467MOSMOSAIC CO NEW15,800EXITED
468PHMPULTE GROUP INC2,800EXITED
469MRVLMARVELL TECHNOLOGY INC3,800EXITED
470QSQUANTUMSCAPE CORP29,000EXITED
471QXOQXO INC13,832EXITED
472OLEDUNIVERSAL DISPLAY CORP2,100EXITED
473ABTABBOTT LABS1,852EXITED
474TOSTTOAST INC6,532EXITED
475BTUPEABODY ENERGY CORP7,397EXITED
476CCL1EURCARNIVAL CORP6,792EXITED
477APOAPOLLO GLOBAL MGMT INC1,400EXITED
478ONONON HLDG AG4,340EXITED
479AONAON PLC571EXITED
480OPENOPENDOOR TECHNOLOGIES INC29,100EXITED

Source: SEC EDGAR · accession 0001535943-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.