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Institutional

CMT Capital Markets Trading GmbH

CIK 0001632813
$9.6M
Reported AUM
372
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · CMT Capital Markets Trading GmbH · Q1 2026

AI · grounded in 13F

CMT Capital Markets Trading GmbH increased its position in ALIBABA GROUP HLDG LTD by 150.57%. The fund also accumulated shares in AMAZON COM INC by 123.97% and CITIGROUP INC by 73.63%. On the sell side, the fund trimmed its holdings in ROBINHOOD MKTS INC by 84.44% and JPMORGAN CHASE & CO by 81.97%.

Portfolio · Q1 2026

GS$1.0MADBEVANECKGOOGLGLDGOOGLAAPLCGLDCMETATSLAOther$5.4MCG

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$1.0M10.85%205,800−14.4%
2ADBEADOBE INC$251.44-2.70%-39.69%-59.55%$379K3.96%559,100−26.4%
3VANECK ETF TRUST$344K3.60%+499,900+15.4%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$339K3.55%94,500−7.4%
5GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$311K3.25%+87,500+13.8%
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$297K3.10%+37,600+3.8%
7AAPLAPPLE INC$307.34-1.25%51.31%116.17%$288K3.01%+9,300+0.8%
8CCITIGROUP INC$132.47-1.98%73.11%132.92%$275K2.88%+1,029,800+73.6%
9GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$245K2.56%+131,000+29.9%
10CCITIGROUP INC$132.47-1.98%73.11%132.92%$225K2.35%367,400−15.6%
11METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$211K2.20%169,600−31.5%
12TSLATESLA INC$391.00-6.56%32.48%70.69%$209K2.19%+1,900+0.3%
13VANECK ETF TRUST$198K2.07%+240,600+12.6%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$185K1.94%+119,500+15.5%
15MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$171K1.79%74,000−13.8%
16AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$164K1.72%+436,500+124.0%
17GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$161K1.68%61,600−24.5%
18METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$156K1.63%155,000−36.2%
19TSLATESLA INC$391.00-6.56%32.48%70.69%$146K1.52%+169,000+76.0%
20MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$130K1.36%248,700−41.4%
21TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$123K1.29%121,500−25.0%
22BABAALIBABA GROUP HLDG LTD$121.06-3.88%3.12%-34.69%$121K1.27%173,600−15.2%
23NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$108K1.13%716,100−39.0%
24ISHARES INC$101K1.06%178,800−17.9%
25TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$90K0.94%+123,800+86.3%
26ADBEADOBE INC$251.44-2.70%-39.69%-59.55%$78K0.82%+59,400+22.6%
27NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$76K0.80%46,500−9.6%
28SHOPIFY INC$74K0.77%867,000−58.2%
29ISHARES INC$72K0.75%9,400−1.6%
30AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$72K0.75%+58,600+33.8%
31AAPLAPPLE INC$307.34-1.25%51.31%116.17%$71K0.74%+128,800+85.9%
32SBUXSTARBUCKS CORP$95.291.22%$70K0.73%+248,200+46.3%
33MUMICRON TECHNOLOGY INC$864.01-13.25%$68K0.71%+70,900+54.3%
34ISHARES TR$63K0.65%+746,200+209.8%
35PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$60K0.63%+373,000+927.9%
36SBUXSTARBUCKS CORP$95.291.22%$59K0.62%+8,700+1.3%
37BABAALIBABA GROUP HLDG LTD$121.06-3.88%3.12%-34.69%$58K0.61%36,100−7.2%
38AMDADVANCED MICRO DEVICES INC$466.38-10.86%$57K0.59%79,600−22.2%
39PDDPDD HOLDINGS INC$85.07-0.94%$55K0.57%+87,500+19.6%
40SELECT SECTOR SPDR TR$54K0.56%234,900−21.2%
41ISHARES TR$51K0.54%+145,400+19.2%
42AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$51K0.53%+84,100+105.3%
43SHOPIFY INC$50K0.52%+69,900+20.0%
44AXPAMERICAN EXPRESS CO$310.66-0.60%$49K0.51%41,800−20.5%
45CRMSALESFORCE INC$185.66-1.64%$45K0.48%+18,100+8.0%
46NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$45K0.47%216,600−31.8%
47JPMJPMORGAN CHASE & CO$312.370.48%$44K0.46%98,300−39.5%
48AXPAMERICAN EXPRESS CO$310.66-0.60%$43K0.45%94,200−39.6%
49VALE S A$42K0.44%1,282,500−32.7%
50WFCWELLS FARGO & CO$81.940.39%$41K0.43%164,500−24.1%
51JPMJPMORGAN CHASE & CO$312.370.48%$41K0.43%635,000−82.0%
52UBERUBER TECHNOLOGIES INC$70.71-2.08%$39K0.41%+64,500+13.6%
53RIVNRIVIAN AUTOMOTIVE INC$16.35-9.77%$38K0.40%+327,700+14.8%
54MUMICRON TECHNOLOGY INC$864.01-13.25%$37K0.39%37,100−25.3%
55NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$35K0.37%+109,800+117.7%
56PYPLPAYPAL HLDGS INC$41.29-3.42%$35K0.36%549,100−41.6%
57SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$35K0.36%31,700−37.3%
58COINCOINBASE GLOBAL INC$152.40-7.15%$34K0.36%+1,200+0.6%
59AMDADVANCED MICRO DEVICES INC$466.38-10.86%$33K0.34%+41,900+35.0%
60ASML HLDG NV$33K0.34%10,000−28.8%
61INTCINTEL CORP$99.17-11.28%$32K0.34%289,100−28.2%
62ASML HLDG NV$32K0.34%19,400−44.4%
63DELLDELL TECHNOLOGIES INC$394.39-6.55%$32K0.33%+72,300+59.1%
64PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$32K0.33%+86,400+65.9%
65APPLIED MATLS INC$31K0.33%6,900−7.0%
66FCXFREEPORT MCMORAN INC$63.37-9.07%$31K0.32%+324,600+163.2%
67JPMJPMORGAN CHASE & CO$312.370.48%$29K0.30%+98,586NEW
68PBRPETROLEO BRASILEIRO S A$17.75-1.72%$28K0.30%+90,700+7.1%
69PBRPETROLEO BRASILEIRO S A$17.75-1.72%$28K0.29%+554,000+71.0%
70INTCINTEL CORP$99.17-11.28%$27K0.29%+154,600+33.1%
71VALE S A$27K0.28%222,000−11.7%
72ARMARM HOLDINGS PLC$342.93-12.84%$26K0.27%+41,600+32.4%
73QQQINVESCO QQQ TR$705.06-4.80%$26K0.27%25,500−36.4%
74QQQINVESCO QQQ TR$705.06-4.80%$26K0.27%+10,300+30.4%
75NIONIO INC$5.36-5.80%$25K0.27%2,069,400−32.9%
76ABNBAIRBNB INC$133.54-0.13%$25K0.26%+7,700+4.0%
77ARMARM HOLDINGS PLC$342.93-12.84%$24K0.25%42,400−20.8%
78PYPLPAYPAL HLDGS INC$41.29-3.42%$24K0.25%+295,500+123.5%
79COINCOINBASE GLOBAL INC$152.40-7.15%$24K0.25%15,700−10.2%
80BANK AMERICA CORP$23K0.24%+283,800+144.5%
81BANK AMERICA CORP$22K0.23%+109,300+31.8%
82APPLIED MATLS INC$21K0.22%22,200−26.9%
83RIVNRIVIAN AUTOMOTIVE INC$16.35-9.77%$19K0.20%+260,300+25.3%
84AXPAMERICAN EXPRESS CO$310.66-0.60%$19K0.20%+60,603+1683.4%
85SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$19K0.20%7,000−19.1%
86CRMSALESFORCE INC$185.66-1.64%$19K0.20%+31,700+44.5%
87PDDPDD HOLDINGS INC$85.07-0.94%$18K0.19%27,100−13.3%
88METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$18K0.19%+28,629+1099.4%
89SELECT SECTOR SPDR TR$18K0.19%+8,200+2.9%
90ROBINHOOD MKTS INC$18K0.19%1,396,200−84.4%
91WYNNWYNN RESORTS LTD$104.480.85%$18K0.18%+48,200+38.6%
92ORCLORACLE CORP$213.68-9.59%$17K0.18%39,500−25.0%
93DISNEY WALT CO$17K0.18%+86,600+97.2%
94NIONIO INC$5.36-5.80%$16K0.17%2,955,700−52.2%
95DELLDELL TECHNOLOGIES INC$394.39-6.55%$16K0.17%+53,400+120.3%
96MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$15K0.16%19,100−10.9%
97SLVISHARES SILVER TR$61.57-8.08%$15K0.16%+32,000+16.5%
98LRCXLAM RESEARCH CORP$303.28-9.85%$15K0.16%+65,100+1103.4%
99FCXFREEPORT MCMORAN INC$63.37-9.07%$15K0.16%+121,300+89.3%
100LULULULULEMON ATHLETICA INC$114.23-8.56%$15K0.15%23,900−20.0%
101KRANESHARES TRUST$14K0.15%+325,200+181.4%
102CISCO SYS INC$14K0.15%66,700−26.6%
103PFEPFIZER INC$26.041.36%$14K0.15%228,300−31.3%
104QCOMQUALCOMM INC$215.94-10.98%$14K0.14%+6,200+6.1%
105JDJD.COM INC$28.88-1.06%$14K0.14%53,100−10.4%
106ORCLORACLE CORP$213.68-9.59%$13K0.14%5,200−5.4%
107GWWWW GRAINGER INC$1300.010.83%$13K0.14%+9,700+388.0%
108INTERNATIONAL BUSINESS MACHS$12K0.13%132,200−72.1%
109ROBINHOOD MKTS INC$12K0.13%382,100−68.7%
110AMERICAN AIRLINES GROUP INC$12K0.13%427,600−27.6%
111NVONOVO-NORDISK A S$42.96-1.81%$12K0.12%+148,000+87.8%
112SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$11K0.12%19,900−45.7%
113KRANESHARES TRUST$11K0.12%+204,000+103.6%
114LRCXLAM RESEARCH CORP$303.28-9.85%$11K0.12%+41,000+341.7%
115GE AEROSPACE$11K0.12%+20,000+102.6%
116NVONOVO-NORDISK A S$42.96-1.81%$11K0.12%+7,100+2.4%
117SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$11K0.12%71,100−75.6%
118PFEPFIZER INC$26.041.36%$11K0.11%7,500−1.9%
119STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$11K0.11%+12,500+82.2%
120QCOMQUALCOMM INC$215.94-10.98%$11K0.11%22,400−21.5%
121MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$10K0.11%3,400−3.2%
122CISCO SYS INC$10K0.10%37,200−22.4%
123IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$10K0.10%+53,100+27.1%
124LULULULULEMON ATHLETICA INC$114.23-8.56%$9K0.10%2,400−3.8%
125JDJD.COM INC$28.88-1.06%$9K0.09%+210,600+219.4%
126NXPINXP SEMICONDUCTORS N V$295.96-8.15%$9K0.09%+44,800NEW
127BAIDU INC$9K0.09%80,200−50.9%
128SNDKSANDISK CORP$1559.32-11.39%$8K0.09%9,944−42.8%
129NXPINXP SEMICONDUCTORS N V$295.96-8.15%$8K0.09%+42,400NEW
130STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$8K0.09%+7,900+60.3%
131GENERAL MTRS CO$8K0.08%+20,500+23.8%
132CRMSALESFORCE INC$185.66-1.64%$8K0.08%+40,850+2664.7%
133NU HLDGS LTD$8K0.08%128,000−19.1%
134WDCWESTERN DIGITAL CORP$8K0.08%36,800−56.2%
135SNOWSNOWFLAKE INC$8K0.08%+41,500+441.5%
136NU HLDGS LTD$8K0.08%+45,600+9.5%
137BIDUBAIDU INC$7K0.08%+61,978+1953.9%
138DISNEY WALT CO$7K0.07%88,000−54.3%
139COPCONOCOPHILLIPS$7K0.07%+53,700NEW
140TEVATEVA PHARMACEUTICAL INDS LTD$7K0.07%+32,000+16.0%
141BABAALIBABA GROUP HLDG LTD$121.06-3.88%3.12%-34.69%$7K0.07%+11,286+25.8%
142TEVATEVA PHARMACEUTICAL INDS LTD$7K0.07%132,500−36.7%
143OCCIDENTAL PETE CORP$7K0.07%+83,800+412.8%
144CCLCARNIVAL CORP$7K0.07%+195,400+344.6%
145MUMICRON TECHNOLOGY INC$864.01-13.25%$6K0.07%+8,736+85.8%
146IBMINTERNATIONAL BUSINESS MACHS$6K0.07%+24,031+1092.3%
147SNPSSYNOPSYS INC$6K0.06%+1,300+9.8%
148KLACKLA CORP$6K0.06%4,200−52.5%
149PANWPALO ALTO NETWORKS INC$6K0.06%+19,700+129.6%
150CRWDCROWDSTRIKE HLDGS INC$5K0.06%+11,300+452.0%
151WFCWELLS FARGO & CO$81.940.39%$5K0.06%+34,000+102.4%
152SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$5K0.06%+7,016+584.7%
153BAIDU INC$5K0.05%132,200−74.5%
154MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$5K0.05%+8,764+205.7%
155UNITED AIRLS HLDGS INC$5K0.05%+45,800+803.5%
156MASTERCARD INCORPORATED$4K0.05%+1,000+12.5%
157SMCISUPER MICRO COMPUTER INC$4K0.05%+39,300+24.9%
158TGTTARGET CORP$4K0.05%2,800−7.0%
159DALDELTA AIR LINES INC$4K0.05%18,500−21.6%
160FORD MTR CO$4K0.05%466,400−54.7%
161GEVGE VERNOVA INC$4K0.05%+5,000NEW
162WMTWALMART INC$4K0.05%132,900−79.2%
163SNOWSNOWFLAKE INC$4K0.04%+8,600+43.7%
164INTERNATIONAL BUSINESS MACHS$4K0.04%66,300−79.0%
165SCHWSCHWAB CHARLES CORP$4K0.04%+35,300+360.2%
166NKENIKE INC$4K0.04%25,400−24.1%
167UPSUNITED PARCEL SVCS INC$4K0.04%+30,900+321.9%
168IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$4K0.04%180,100−64.0%
169MSMORGAN STANLEY$4K0.04%2,500−9.8%
170UBERUBER TECHNOLOGIES INC$70.71-2.08%$4K0.04%+24,000+84.2%
171NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$4K0.04%+26,024+201.3%
172NEMNEWMONT CORP$4K0.04%41,100−54.5%
173SMCISUPER MICRO COMPUTER INC$4K0.04%+58,100+55.6%
174FORD MTR CO$4K0.04%+300+0.1%
175SNDKSANDISK CORP$1559.32-11.39%$4K0.04%1,592−21.5%
176GE AEROSPACE$4K0.04%+8,900+222.5%
177WYNNWYNN RESORTS LTD$104.480.85%$4K0.04%20,500−36.6%
178TSLATESLA INC$391.00-6.56%32.48%70.69%$4K0.04%+864+9.9%
179LLYELI LILLY & CO$3K0.04%+3,800NEW
180FUTUFUTU HLDGS LTD$3K0.04%1,000−3.8%
181TMUST-MOBILE US INC$3K0.04%15,100−48.4%
182FDXFEDEX CORP$3K0.04%9,300−49.7%
183XYZBLOCK INC$3K0.03%13,100−19.3%
184UNHUNITEDHEALTH GROUP INC$3K0.03%2,000−14.3%
185ORCLORACLE CORP$213.68-9.59%$3K0.03%+21,852NEW
186WDCWESTERN DIGITAL CORP$3K0.03%19,700−62.7%
187DALDELTA AIR LINES INC$3K0.03%+9,600+25.3%
188UNITED AIRLS HLDGS INC$3K0.03%13,600−29.2%
189XOMEXXON MOBIL CORP$3K0.03%21,200−54.6%
190ADBEADOBE INC$251.44-2.70%-39.69%-59.55%$3K0.03%+7,652+168.8%
191CRWDCROWDSTRIKE HLDGS INC$3K0.03%HELD
192SNPSSYNOPSYS INC$3K0.03%2,400−25.0%
193ASMLASML HLDG NV$3K0.03%+1,720+407.6%
194QQQINVESCO QQQ TR$705.06-4.80%$3K0.03%+3,212+191.1%
195VALEVALE S A$3K0.03%+123,990+238.2%
196SMHVANECK ETF TRUST$3K0.03%+7,006NEW
197MSTRSTRATEGY INC$3K0.03%4,000−15.7%
198CRWVCOREWEAVE INC$3K0.03%+12,200+55.0%
199XYZBLOCK INC$3K0.03%69,600−61.2%
200NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$3K0.03%+6,888+84.3%
201GEVGE VERNOVA INC$3K0.03%+3,000NEW
202AMERICAN AIRLINES GROUP INC$3K0.03%243,700−50.4%
203AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$3K0.03%1,266−13.3%
204UPSUNITED PARCEL SVCS INC$3K0.03%11,600−31.1%
205ABNBAIRBNB INC$133.54-0.13%$3K0.03%11,600−36.8%
206ADIANALOG DEVICES INC$2K0.03%11,900−61.0%
207LYONDELLBASELL INDUSTRIES NV$2K0.03%+29,800NEW
208SOUTHWEST AIRLS CO$2K0.02%+61,900NEW
209AALAMERICAN AIRLINES GROUP INC$2K0.02%39,450−15.4%
210WMTWALMART INC$2K0.02%169,500−90.2%
211DVNDEVON ENERGY CORP NEW$2K0.02%+45,000NEW
212CHRWC H ROBINSON WORLDWIDE IN$2K0.02%47,800−78.0%
213INTCINTEL CORP$99.17-11.28%$2K0.02%+20,182+66.3%
214FUTUFUTU HLDGS LTD$2K0.02%+9,500+148.4%
215ADSKAUTODESK INC$2K0.02%20,100−69.1%
216SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$2K0.02%+794+22.2%
217UNHUNITEDHEALTH GROUP INC$2K0.02%3,600−31.6%
218AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2K0.02%+5,639+130.1%
219CVXCHEVRON CORPORATION$2K0.02%10,600−52.0%
220LULULULULEMON ATHLETICA INC$114.23-8.56%$2K0.02%+9,430+270.1%
221TXTTEXTRON INC$2K0.02%+22,500NEW
222AAPLAPPLE INC$307.34-1.25%51.31%116.17%$2K0.02%1,221−13.7%
223GEGE AEROSPACE$2K0.02%+6,771NEW
224EWZISHARES INC$2K0.02%47,925−49.0%
225BILIBILIBILI INC$2K0.02%66,200−44.2%
226SLVISHARES SILVER TR$61.57-8.08%$2K0.02%20,500−42.6%
227XYZBLOCK INC$2K0.02%+24,781+393.3%
228GENERAL MTRS CO$2K0.02%17,500−41.7%
229PYPLPAYPAL HLDGS INC$41.29-3.42%$2K0.02%+5,079+14.7%
230ABNBAIRBNB INC$133.54-0.13%$2K0.02%+8,830+175.5%
231MSTRSTRATEGY INC$2K0.02%12,000−46.5%
232SCHWSCHWAB CHARLES CORP$2K0.02%9,400−33.9%
233MDBMONGODB INC$2K0.02%+639+10.2%
234GWWWW GRAINGER INC$1300.010.83%$2K0.02%+1,500NEW
235ADIANALOG DEVICES INC$2K0.02%5,400−51.4%
236KLACKLA CORP$2K0.02%2,800−71.8%
237AEMAGNICO EAGLE MINES LTD$2K0.02%HELD
238MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$2K0.02%5,205−24.5%
239XPEVXPENG INC$2K0.02%58,700−39.1%
240OKTAOKTA INC$2K0.02%17,500−47.0%
241SLVISHARES SILVER TR$61.57-8.08%$2K0.02%+22,725NEW
242HIMSHIMS & HERS HEALTH INC$2K0.02%+32,200+76.3%
243KHCKRAFT HEINZ CO$2K0.02%25,500−27.2%
244PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$2K0.02%+9,000+703.7%
245GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$2K0.02%8,565−62.1%
246AMDADVANCED MICRO DEVICES INC$466.38-10.86%$1K0.02%+2,828+62.8%
247GDXVANECK ETF TRUST$1K0.02%8,302−34.0%
248PDDPDD HOLDINGS INC$85.07-0.94%$1K0.02%49,075−77.3%
249MDBMONGODB INC$1K0.02%20,000−76.9%
250MDBMONGODB INC$1K0.02%6,000−50.0%
251CCL1EURCARNIVAL CORP$1K0.02%+29,347+108.9%
252ONON SEMICONDUCTOR CORP$1K0.02%+23,500NEW
253UNHUNITEDHEALTH GROUP INC$1K0.02%+5,357NEW
254CATCATERPILLAR INC$1K0.01%15,000−88.2%
255BARRICK MNG CORP$1K0.01%26,300−43.5%
256UPSUNITED PARCEL SVCS INC$1K0.01%+8,572+165.3%
257NKENIKE INC$1K0.01%4,600−15.5%
258TMUST-MOBILE US INC$1K0.01%1,700−21.3%
259SOFISOFI TECHNOLOGIES INC$1K0.01%25,800−24.2%
260CVXCHEVRON CORPORATION$1K0.01%31,100−83.4%
261SOUTHWEST AIRLS CO$1K0.01%+33,400NEW
262MCDMCDONALDS CORP$1K0.01%10,700−72.8%
263CENTENE CORP DEL$1K0.01%89,700−70.4%
264TGTTARGET CORP$1K0.01%+10,200NEW
265URIUNITED RENTALS INC$1K0.01%+1,684NEW
266BXBLACKSTONE INC$1K0.01%+10,652NEW
267EAELECTRONIC ARTS INC$1K0.01%HELD
268CRWVCOREWEAVE INC$1K0.01%+15,600NEW
269GDXJVANECK ETF TRUST$1K0.01%+9,878NEW
270RBLXROBLOX CORP$1K0.01%+20,000NEW
271TEVATEVA PHARMACEUTICAL INDS LTD$1K0.01%+2,151+6.2%
272PANWPALO ALTO NETWORKS INC$1K0.01%24,200−77.8%
273HIMSHIMS & HERS HEALTH INC$1K0.01%36,100−40.6%
274URIUNITED RENTALS INC$1K0.01%+1,500NEW
275HUMHUMANA INC$1K0.01%+5,905NEW
276KWEBKRANESHARES TRUST$9990.01%+35,147NEW
277DALDELTA AIR LINES INC$9850.01%+14,815NEW
278FCXFREEPORT MCMORAN INC$63.37-9.07%$9830.01%+16,723NEW
279WHRWHIRLPOOL CORP$9760.01%+18,097NEW
280ARMARM HOLDINGS PLC$342.93-12.84%$9710.01%+6,419NEW
281GEVGE VERNOVA INC$9630.01%+1,103NEW
282SNOWSNOWFLAKE INC$9620.01%+6,380NEW
283COINCOINBASE GLOBAL INC$152.40-7.15%$9460.01%+882+19.4%
284LLYELI LILLY & CO$9200.01%+1,000NEW
285BARRICK MNG CORP$9180.01%HELD
286STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$9180.01%5,977−71.8%
287OXY/WSOCCIDENTAL PETE CORP$9020.01%+13,882NEW
288CNCCENTENE CORP DEL$9000.01%+27,504NEW
289XOMEXXON MOBIL CORP$8990.01%96,300−94.8%
290KHCKRAFT HEINZ CO$8940.01%+39,755NEW
291FXIISHARES TR$8840.01%+17,820+262.1%
292SNAPSNAP INC$8780.01%368,700−65.9%
293SOFISOFI TECHNOLOGIES INC$8650.01%40,100−42.4%
294FUTUFUTU HLDGS LTD$8640.01%+285+4.7%
295CDNSCADENCE DESIGN SYSTEM INC$8610.01%4,100−56.9%
296NEMNEWMONT CORP$8130.01%+7,512NEW
297KLACKLA CORP$7920.01%306−36.3%
298MCDMCDONALDS CORP$7770.01%+1,000+66.7%
299CATCATERPILLAR INC$7740.01%4,469−80.3%
300WDCWESTERN DIGITAL CORP$7390.01%5,301−66.0%
301WWAYFAIR INC$7220.01%30,000−75.8%
302CDNSCADENCE DESIGN SYSTEM INC$6950.01%+2,500NEW
303COPCONOCOPHILLIPS$6860.01%+5,200NEW
304QCOMQUALCOMM INC$215.94-10.98%$6680.01%+549+11.8%
305FDXFEDEX CORP$6410.01%16,400−90.1%
306CATCATERPILLAR INC$6380.01%9,100−91.0%
307MSMORGAN STANLEY$5880.01%+3,572NEW
308BILIBILIBILI INC$5870.01%44,600−63.2%
309ADSKAUTODESK INC$5860.01%+1,346+122.4%
310UBERUBER TECHNOLOGIES INC$70.71-2.08%$5830.01%16,345−66.8%
311SNPSSYNOPSYS INC$5830.01%+980+199.6%
312GFSGLOBALFOUNDRIES INC$5830.01%+13,100NEW
313CSCOCISCO SYS INC$5750.01%8,590−53.7%
314HDHOME DEPOT INC$5590.01%+1,700NEW
315GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$5590.01%2,601−66.7%
316IBKRINTERACTIVE BROKERS GROUP IN$5370.01%+8,000NEW
317CCITIGROUP INC$132.47-1.98%73.11%132.92%$5330.01%22,797−82.9%
318COPCONOCOPHILLIPS$5280.01%+4,000NEW
319PANWPALO ALTO NETWORKS INC$5120.01%+3,191NEW
320ONON SEMICONDUCTOR CORP$5080.01%+1,400+20.6%
321SNAPSNAP INC$5030.01%102,200−48.3%
322UALUNITED AIRLS HLDGS INC$5010.01%+493+10.0%
323WMTWALMART INC$4910.01%+750+23.4%
324CRWDCROWDSTRIKE HLDGS INC$4820.01%+1,234NEW
325LRCXLAM RESEARCH CORP$303.28-9.85%$4590.00%+829+62.8%
326CELHCELSIUS HLDGS INC$4540.00%1,700−11.7%
327LVSLAS VEGAS SANDS CORP$4470.00%24,700−74.8%
328HUMHUMANA INC$4330.00%1,000−28.6%
329WWAYFAIR INC$4200.00%+5,578NEW
330ETENERGY TRANSFER L P$4130.00%+21,400NEW
331CVNACARVANA CO$4090.00%10,200−88.7%
332CCLCARNIVAL CORP$4010.00%75,100−82.9%
333LYFTLYFT INC$3990.00%80,300−72.8%
334DICKS SPORTING GOODS INC$3970.00%7,500−78.9%
335APOAPOLLO GLOBAL MGMT INC$3960.00%+3,554NEW
336UIPATH INC$3890.00%+35,000NEW
337CVNACARVANA CO$3770.00%600−33.3%
338PLNTPLANET FITNESS MASTER ISSUER$3720.00%+5,000NEW
339RIVNRIVIAN AUTOMOTIVE INC$16.35-9.77%$3680.00%+24,421NEW
340URIUNITED RENTALS INC$3640.00%5,600−91.8%
341SMCISUPER MICRO COMPUTER INC$3620.00%+15,879NEW
342MSTRSTRATEGY INC$3550.00%+2,845NEW
343NOWSERVICENOW INC$3430.00%+3,279NEW
344KHCKRAFT HEINZ CO$3420.00%69,300−82.0%
345XPEVXPENG INC$3380.00%+1,161+6.2%
346CMGCHIPOTLE MEXICAN GRILL INC$3360.00%10,500−50.0%
347CHRWC H ROBINSON WORLDWIDE IN$3320.00%1,500−42.9%
348MAMASTERCARD INCORPORATED$3230.00%+647NEW
349IGVISHARES TR$3200.00%+4,000NEW
350SNAPSNAP INC$3170.00%271,148−79.7%
351UUNITY SOFTWARE INC$3020.00%+13,761NEW
352LILI AUTO INC$2940.00%97,367−85.5%
353ETHAISHARES ETHEREUM TR$2910.00%71,500−79.5%
354XPEVXPENG INC$2890.00%70,800−80.7%
355NUNU HLDGS LTD$2870.00%+19,947NEW
356LUVSOUTHWEST AIRLS CO$2820.00%+7,500NEW
357NUSCALE PWR CORP$2720.00%+25,100NEW
358WORWORTHINGTON ENTERPRISES INC$2710.00%+5,200NEW
359ELLAUDER ESTEE COS INC$2690.00%+3,753NEW
360CARAVIS BUDGET GROUP INC$2630.00%5,100−73.9%
361XOMEXXON MOBIL CORP$2630.00%+1,548NEW
362FFORD MTR CO$2620.00%+22,689NEW
363DELLDELL TECHNOLOGIES INC$394.39-6.55%$2610.00%+1,590NEW
364LYFTLYFT INC$2490.00%88,628−82.6%
365LILI AUTO INC$2440.00%103,000−88.3%
366GRPNGROUPON INC$2380.00%+20,000NEW
367LLYELI LILLY & CO$2370.00%+258NEW
368MSMORGAN STANLEY$2140.00%14,100−91.6%
369SHOPSHOPIFY INC$2060.00%8,536−83.1%
370DVNDEVON ENERGY CORP NEW$2060.00%+4,100NEW
371MARAMARA HOLDINGS INC$2040.00%+25,000NEW
372BBAIBIGBEAR AI HLDGS INC$1890.00%+53,800NEW
373SBUXSTARBUCKS CORP$95.291.22%223,500EXITED
374ELECTRONIC ARTS INC32,200EXITED
375EAELECTRONIC ARTS INC26,500EXITED
376LAS VEGAS SANDS CORP67,000EXITED
377WMT2WELLS FARGO CO NEW46,000EXITED
378DISDISNEY WALT CO36,195EXITED
379LI AUTO INC238,200EXITED
380GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%3,850EXITED
381KE HLDGS INC213,000EXITED
382NVONOVO-NORDISK A S$42.96-1.81%62,226EXITED
383WAYFAIR INC21,500EXITED
384NIONIO INC$5.36-5.80%412,959EXITED
385ZOOM COMMUNICATIONS INC21,500EXITED
386PFEPFIZER INC$26.041.36%64,100EXITED
387KE HLDGS INC100,000EXITED
388HUMANA INC5,700EXITED
389BILIBILIBILI INC53,203EXITED
390AUTODESK INC4,300EXITED
391ZSCALER INC4,700EXITED
392CMGCHIPOTLE MEXICAN GRILL INC28,375EXITED
393TARGET CORP10,400EXITED
394RTX CORPORATION5,000EXITED
395YETI HLDGS INC20,000EXITED
396LVSLAS VEGAS SANDS CORP12,500EXITED
397CENTENE CORP DEL19,100EXITED
398TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%104.85%285.24%2,505EXITED
399BEKEKE HLDGS INC40,007EXITED
400RGLDROYAL GOLD INC2,775EXITED
401ZOOM COMMUNICATIONS INC7,000EXITED
402HIMSHIMS & HERS HEALTH INC18,500EXITED
403JDJD.COM INC$28.88-1.06%20,350EXITED
404EXPEDIA GROUP INC2,000EXITED
405DICKS SPORTING GOODS INC2,600EXITED
406ASANA INC36,700EXITED
407LYFT INC24,600EXITED
408AMATAPPLIED MATLS INC1,849EXITED
409AT&T INC18,700EXITED
410TERADATA CORP DEL15,000EXITED
411ROYAL GOLD INC2,000EXITED
412FIVEFIVE BELOW INC2,164EXITED
413NEWMONT CORP4,000EXITED
414CARAVIS BUDGET GROUP2,937EXITED
415PBRPETROLEO BRASILEIRO SA PETRO$17.75-1.72%31,702EXITED
416ISHARES ETHEREUM TR15,500EXITED
417OKTA INC4,000EXITED
418VISTRA CORP2,000EXITED
419NKENIKE INC4,486EXITED
420FDXFEDEX CORP956EXITED
421CHRWC H ROBINSON WORLDWIDE INC1,426EXITED
422ZSCALER INC1,000EXITED
423CVNACARVANA CO510EXITED
424ASANA INC15,100EXITED
425AIC3 AI INC14,237EXITED
426C3 AI INC13,100EXITED
427FMC CORP11,100EXITED
428GOGO INC30,000EXITED
429PROSHARES TR10,300EXITED

Source: SEC EDGAR · accession 0001632813-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.