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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GSGOLDMAN SACHS GROUP INC$1024.864.50%41.00%166.43%$1.0M10.85%HELD
2ADBEADOBE INC$247.90-5.90%-28.98%-62.78%$379K3.96%HELD
3VANECK ETF TRUST$344K3.60%HELD
4GOOGLALPHABET INC$333.66-0.91%76.18%131.67%$339K3.55%HELD
5GLDSPDR GOLD TR$377.161.64%20.05%118.68%$311K3.25%HELD
6GOOGLALPHABET INC$333.66-0.91%76.18%131.67%$297K3.10%HELD
7AAPLAPPLE INC$333.43-1.41%65.41%124.96%$288K3.01%HELD
8CCITIGROUP INC$132.324.08%41.58%108.64%$275K2.88%HELD
9GLDSPDR GOLD TR$377.161.64%20.05%118.68%$245K2.56%HELD
10CCITIGROUP INC$132.324.08%41.58%108.64%$225K2.35%HELD
11METAMETA PLATFORMS INC$539.03-7.95%-21.66%55.72%$211K2.20%HELD
12TSLATESLA INC$308.853.53%-1.42%21.64%$209K2.19%HELD
13VANECK ETF TRUST$198K2.07%HELD
14AMZNAMAZON COM INC$235.503.90%5.54%30.60%$185K1.94%HELD
15MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$171K1.79%HELD
16AMZNAMAZON COM INC$235.503.90%5.54%30.60%$164K1.72%HELD
17GSGOLDMAN SACHS GROUP INC$1024.864.50%41.00%166.43%$161K1.68%HELD
18METAMETA PLATFORMS INC$539.03-7.95%-21.66%55.72%$156K1.63%HELD
19TSLATESLA INC$308.853.53%-1.42%21.64%$146K1.52%HELD
20MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$130K1.36%HELD
21TSMTAIWAN SEMICONDUCTOR MANUFAC$403.317.64%73.36%267.64%$123K1.29%HELD
22BABAALIBABA GROUP HLDG LTD$116.321.12%-0.84%-26.80%$121K1.27%HELD
23NFLXNETFLIX INC.$73.17-0.62%-36.85%28.55%$108K1.13%HELD
24ISHARES INC$101K1.06%HELD
25TSMTAIWAN SEMICONDUCTOR MANUFAC$403.317.64%73.36%267.64%$90K0.94%HELD
26ADBEADOBE INC$247.90-5.90%-28.98%-62.78%$78K0.82%HELD
27NVDANVIDIA CORPORATION$195.042.65%9.52%751.61%$76K0.80%HELD
28SHOPIFY INC$74K0.77%HELD
29ISHARES INC$72K0.75%HELD
30AVGOBROADCOM INC$387.844.73%34.78%753.17%$72K0.75%HELD
31AAPLAPPLE INC$333.43-1.41%65.41%124.96%$71K0.74%HELD
32SBUXSTARBUCKS CORP$105.851.64%$70K0.73%HELD
33MUMICRON TECHNOLOGY INC$874.6618.36%$68K0.71%HELD
34ISHARES TR$63K0.65%HELD
35PLTRPALANTIR TECHNOLOGIES INC$122.26-0.60%$60K0.63%HELD
36SBUXSTARBUCKS CORP$105.851.64%$59K0.62%HELD
37BABAALIBABA GROUP HLDG LTD$116.321.12%-0.84%-26.80%$58K0.61%HELD
38AMDADVANCED MICRO DEVICES INC$485.3913.00%$57K0.59%HELD
39PDDPDD HOLDINGS INC$87.44-1.00%$55K0.57%HELD
40SELECT SECTOR SPDR TR$54K0.56%HELD
41ISHARES TR$51K0.54%HELD
42AVGOBROADCOM INC$387.844.73%34.78%753.17%$51K0.53%HELD
43SHOPIFY INC$50K0.52%HELD
44AXPAMERICAN EXPRESS CO$337.521.82%$49K0.51%HELD
45CRMSALESFORCE INC$180.71-4.07%$45K0.48%HELD
46NFLXNETFLIX INC.$73.17-0.62%-36.85%28.55%$45K0.47%HELD
47JPMJPMORGAN CHASE & CO$350.851.78%$44K0.46%HELD
48AXPAMERICAN EXPRESS CO$337.521.82%$43K0.45%HELD
49VALE S A$42K0.44%HELD
50WFCWELLS FARGO & CO$85.431.86%$41K0.43%HELD
51JPMJPMORGAN CHASE & CO$350.851.78%$41K0.43%HELD
52UBERUBER TECHNOLOGIES INC$70.37-1.17%$39K0.41%HELD
53RIVNRIVIAN AUTOMOTIVE INC$16.833.06%$38K0.40%HELD
54MUMICRON TECHNOLOGY INC$874.6618.36%$37K0.39%HELD
55NVDANVIDIA CORPORATION$195.042.65%9.52%751.61%$35K0.37%HELD
56PYPLPAYPAL HLDGS INC$57.65-1.20%$35K0.36%HELD
57SPYSTATE STR SPDR S&P 500 ETF T$741.691.68%$35K0.36%HELD
58COINCOINBASE GLOBAL INC$163.582.18%$34K0.36%HELD
59AMDADVANCED MICRO DEVICES INC$485.3913.00%$33K0.34%HELD
60ASML HLDG NV$33K0.34%HELD
61INTCINTEL CORP$91.1311.30%$32K0.34%HELD
62ASML HLDG NV$32K0.34%HELD
63DELLDELL TECHNOLOGIES INC$404.819.51%$32K0.33%HELD
64PLTRPALANTIR TECHNOLOGIES INC$122.26-0.60%$32K0.33%HELD
65APPLIED MATLS INC$31K0.33%HELD
66FCXFREEPORT MCMORAN INC$63.445.75%$31K0.32%HELD
67JPMJPMORGAN CHASE & CO$350.851.78%$29K0.30%HELD
68PBRPETROLEO BRASILEIRO S A$19.122.85%$28K0.30%HELD
69PBRPETROLEO BRASILEIRO S A$19.122.85%$28K0.29%HELD
70INTCINTEL CORP$91.1311.30%$27K0.29%HELD
71VALE S A$27K0.28%HELD
72ARMARM HOLDINGS PLC$241.547.40%$26K0.27%HELD
73QQQINVESCO QQQ TR$26K0.27%HELD
74QQQINVESCO QQQ TR$26K0.27%HELD
75NIONIO INC$4.841.68%$25K0.27%HELD
76ABNBAIRBNB INC$152.08-0.61%$25K0.26%HELD
77ARMARM HOLDINGS PLC$241.547.40%$24K0.25%HELD
78PYPLPAYPAL HLDGS INC$57.65-1.20%$24K0.25%HELD
79COINCOINBASE GLOBAL INC$163.582.18%$24K0.25%HELD
80BANK AMERICA CORP$23K0.24%HELD
81BANK AMERICA CORP$22K0.23%HELD
82APPLIED MATLS INC$21K0.22%HELD
83RIVNRIVIAN AUTOMOTIVE INC$16.833.06%$19K0.20%HELD
84AXPAMERICAN EXPRESS CO$337.521.82%$19K0.20%HELD
85SPYSTATE STR SPDR S&P 500 ETF T$741.691.68%$19K0.20%HELD
86CRMSALESFORCE INC$180.71-4.07%$19K0.20%HELD
87PDDPDD HOLDINGS INC$87.44-1.00%$18K0.19%HELD
88METAMETA PLATFORMS INC$539.03-7.95%-21.66%55.72%$18K0.19%HELD
89SELECT SECTOR SPDR TR$18K0.19%HELD
90ROBINHOOD MKTS INC$18K0.19%HELD
91WYNNWYNN RESORTS LTD$100.701.71%$18K0.18%HELD
92ORCLORACLE CORP$127.568.34%$17K0.18%HELD
93DISNEY WALT CO$17K0.18%HELD
94NIONIO INC$4.841.68%$16K0.17%HELD
95DELLDELL TECHNOLOGIES INC$404.819.51%$16K0.17%HELD
96MRVLMARVELL TECHNOLOGY INC$183.3012.18%$15K0.16%HELD
97SLVISHARES SILVER TR$53.503.34%$15K0.16%HELD
98LRCXLAM RESEARCH CORP$297.7217.98%$15K0.16%HELD
99FCXFREEPORT MCMORAN INC$63.445.75%$15K0.16%HELD
100LULULULULEMON ATHLETICA INC$15K0.15%HELD
101KRANESHARES TRUST$14K0.15%HELD
102CISCO SYS INC$14K0.15%HELD
103PFEPFIZER INC$24.91-0.95%$14K0.15%HELD
104QCOMQUALCOMM INC$151.60-2.62%$14K0.14%HELD
105JDJD.COM INC$32.310.34%$14K0.14%HELD
106ORCLORACLE CORP$127.568.34%$13K0.14%HELD
107GWWWW GRAINGER INC$1355.49-0.25%$13K0.14%HELD
108INTERNATIONAL BUSINESS MACHS$12K0.13%HELD
109ROBINHOOD MKTS INC$12K0.13%HELD
110AMERICAN AIRLINES GROUP INC$12K0.13%HELD
111NVONOVO-NORDISK A S$51.610.06%$12K0.12%HELD
112SPOTSPOTIFY TECHNOLOGY S A$522.61-0.27%$11K0.12%HELD
113KRANESHARES TRUST$11K0.12%HELD
114LRCXLAM RESEARCH CORP$297.7217.98%$11K0.12%HELD
115GE AEROSPACE$11K0.12%HELD
116NVONOVO-NORDISK A S$51.610.06%$11K0.12%HELD
117SPOTSPOTIFY TECHNOLOGY S A$522.61-0.27%$11K0.12%HELD
118PFEPFIZER INC$24.91-0.95%$11K0.11%HELD
119STXSEAGATE TECHNOLOGY HLDNGS PL$851.6811.41%$11K0.11%HELD
120QCOMQUALCOMM INC$151.60-2.62%$11K0.11%HELD
121MRVLMARVELL TECHNOLOGY INC$183.3012.18%$10K0.11%HELD
122CISCO SYS INC$10K0.10%HELD
123IBITISHARES BITCOIN TRUST ETF$36.701.94%$10K0.10%HELD
124LULULULULEMON ATHLETICA INC$9K0.10%HELD
125JDJD.COM INC$32.310.34%$9K0.09%HELD
126NXPINXP SEMICONDUCTORS N V$245.161.73%$9K0.09%HELD
127BAIDU INC$9K0.09%HELD
128SNDKSANDISK CORP$8K0.09%HELD
129NXPINXP SEMICONDUCTORS N V$245.161.73%$8K0.09%HELD
130STXSEAGATE TECHNOLOGY HLDNGS PL$851.6811.41%$8K0.09%HELD
131GENERAL MTRS CO$8K0.08%HELD
132CRMSALESFORCE INC$180.71-4.07%$8K0.08%HELD
133NU HLDGS LTD$8K0.08%HELD
134WDCWESTERN DIGITAL CORP$8K0.08%HELD
135SNOWSNOWFLAKE INC$8K0.08%HELD
136NU HLDGS LTD$8K0.08%HELD
137BIDUBAIDU INC$7K0.08%HELD
138DISNEY WALT CO$7K0.07%HELD
139COPCONOCOPHILLIPS$7K0.07%HELD
140TEVATEVA PHARMACEUTICAL INDS LTD$7K0.07%HELD
141BABAALIBABA GROUP HLDG LTD$116.321.12%-0.84%-26.80%$7K0.07%HELD
142TEVATEVA PHARMACEUTICAL INDS LTD$7K0.07%HELD
143OCCIDENTAL PETE CORP$7K0.07%HELD
144CCLCARNIVAL CORP$7K0.07%HELD
145MUMICRON TECHNOLOGY INC$874.6618.36%$6K0.07%HELD
146IBMINTERNATIONAL BUSINESS MACHS$6K0.07%HELD
147SNPSSYNOPSYS INC$6K0.06%HELD
148KLACKLA CORP$6K0.06%HELD
149PANWPALO ALTO NETWORKS INC$6K0.06%HELD
150CRWDCROWDSTRIKE HLDGS INC$5K0.06%HELD
151WFCWELLS FARGO & CO$85.431.86%$5K0.06%HELD
152SPYSTATE STR SPDR S&P 500 ETF T$741.691.68%$5K0.06%HELD
153BAIDU INC$5K0.05%HELD
154MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$5K0.05%HELD
155UNITED AIRLS HLDGS INC$5K0.05%HELD
156MASTERCARD INCORPORATED$4K0.05%HELD
157SMCISUPER MICRO COMPUTER INC$4K0.05%HELD
158TGTTARGET CORP$4K0.05%HELD
159DALDELTA AIR LINES INC$4K0.05%HELD
160FORD MTR CO$4K0.05%HELD
161GEVGE VERNOVA INC$4K0.05%HELD
162WMTWALMART INC$4K0.05%HELD
163SNOWSNOWFLAKE INC$4K0.04%HELD
164INTERNATIONAL BUSINESS MACHS$4K0.04%HELD
165SCHWSCHWAB CHARLES CORP$4K0.04%HELD
166NKENIKE INC$4K0.04%HELD
167UPSUNITED PARCEL SVCS INC$4K0.04%HELD
168IBITISHARES BITCOIN TRUST ETF$36.701.94%$4K0.04%HELD
169MSMORGAN STANLEY$4K0.04%HELD
170UBERUBER TECHNOLOGIES INC$70.37-1.17%$4K0.04%HELD
171NFLXNETFLIX INC.$73.17-0.62%-36.85%28.55%$4K0.04%HELD
172NEMNEWMONT CORP$4K0.04%HELD
173SMCISUPER MICRO COMPUTER INC$4K0.04%HELD
174FORD MTR CO$4K0.04%HELD
175SNDKSANDISK CORP$4K0.04%HELD
176GE AEROSPACE$4K0.04%HELD
177WYNNWYNN RESORTS LTD$100.701.71%$4K0.04%HELD
178TSLATESLA INC$308.853.53%-1.42%21.64%$4K0.04%HELD
179LLYELI LILLY & CO$3K0.04%HELD
180FUTUFUTU HLDGS LTD$3K0.04%HELD
181TMUST-MOBILE US INC$3K0.04%HELD
182FDXFEDEX CORP$3K0.04%HELD
183XYZBLOCK INC$3K0.03%HELD
184UNHUNITEDHEALTH GROUP INC$3K0.03%HELD
185ORCLORACLE CORP$127.568.34%$3K0.03%HELD
186WDCWESTERN DIGITAL CORP$3K0.03%HELD
187DALDELTA AIR LINES INC$3K0.03%HELD
188UNITED AIRLS HLDGS INC$3K0.03%HELD
189XOMEXXON MOBIL CORP$3K0.03%HELD
190ADBEADOBE INC$247.90-5.90%-28.98%-62.78%$3K0.03%HELD
191CRWDCROWDSTRIKE HLDGS INC$3K0.03%HELD
192SNPSSYNOPSYS INC$3K0.03%HELD
193ASMLASML HLDG NV$3K0.03%HELD
194QQQINVESCO QQQ TR$3K0.03%HELD
195VALEVALE S A$3K0.03%HELD
196SMHVANECK ETF TRUST$3K0.03%HELD
197MSTRSTRATEGY INC$3K0.03%HELD
198CRWVCOREWEAVE INC$3K0.03%HELD
199XYZBLOCK INC$3K0.03%HELD
200NVDANVIDIA CORPORATION$195.042.65%9.52%751.61%$3K0.03%HELD
201GEVGE VERNOVA INC$3K0.03%HELD
202AMERICAN AIRLINES GROUP INC$3K0.03%HELD
203AVGOBROADCOM INC$387.844.73%34.78%753.17%$3K0.03%HELD
204UPSUNITED PARCEL SVCS INC$3K0.03%HELD
205ABNBAIRBNB INC$152.08-0.61%$3K0.03%HELD
206ADIANALOG DEVICES INC$2K0.03%HELD
207LYONDELLBASELL INDUSTRIES NV$2K0.03%HELD
208SOUTHWEST AIRLS CO$2K0.02%HELD
209AALAMERICAN AIRLINES GROUP INC$2K0.02%HELD
210WMTWALMART INC$2K0.02%HELD
211DVNDEVON ENERGY CORP NEW$2K0.02%HELD
212CHRWC H ROBINSON WORLDWIDE IN$2K0.02%HELD
213INTCINTEL CORP$91.1311.30%$2K0.02%HELD
214FUTUFUTU HLDGS LTD$2K0.02%HELD
215ADSKAUTODESK INC$2K0.02%HELD
216SPOTSPOTIFY TECHNOLOGY S A$522.61-0.27%$2K0.02%HELD
217UNHUNITEDHEALTH GROUP INC$2K0.02%HELD
218AMZNAMAZON COM INC$235.503.90%5.54%30.60%$2K0.02%HELD
219CVXCHEVRON CORPORATION$2K0.02%HELD
220LULULULULEMON ATHLETICA INC$2K0.02%HELD
221TXTTEXTRON INC$2K0.02%HELD
222AAPLAPPLE INC$333.43-1.41%65.41%124.96%$2K0.02%HELD
223GEGE AEROSPACE$2K0.02%HELD
224EWZISHARES INC$2K0.02%HELD
225BILIBILIBILI INC$2K0.02%HELD
226SLVISHARES SILVER TR$53.503.34%$2K0.02%HELD
227XYZBLOCK INC$2K0.02%HELD
228GENERAL MTRS CO$2K0.02%HELD
229PYPLPAYPAL HLDGS INC$57.65-1.20%$2K0.02%HELD
230ABNBAIRBNB INC$152.08-0.61%$2K0.02%HELD
231MSTRSTRATEGY INC$2K0.02%HELD
232SCHWSCHWAB CHARLES CORP$2K0.02%HELD
233MDBMONGODB INC$2K0.02%HELD
234GWWWW GRAINGER INC$1355.49-0.25%$2K0.02%HELD
235ADIANALOG DEVICES INC$2K0.02%HELD
236KLACKLA CORP$2K0.02%HELD
237AEMAGNICO EAGLE MINES LTD$2K0.02%HELD
238MRVLMARVELL TECHNOLOGY INC$183.3012.18%$2K0.02%HELD
239XPEVXPENG INC$2K0.02%HELD
240OKTAOKTA INC$2K0.02%HELD
241SLVISHARES SILVER TR$53.503.34%$2K0.02%HELD
242HIMSHIMS & HERS HEALTH INC$2K0.02%HELD
243KHCKRAFT HEINZ CO$2K0.02%HELD
244PLTRPALANTIR TECHNOLOGIES INC$122.26-0.60%$2K0.02%HELD
245GOOGLALPHABET INC$333.66-0.91%76.18%131.67%$2K0.02%HELD
246AMDADVANCED MICRO DEVICES INC$485.3913.00%$1K0.02%HELD
247GDXVANECK ETF TRUST$1K0.02%HELD
248PDDPDD HOLDINGS INC$87.44-1.00%$1K0.02%HELD
249MDBMONGODB INC$1K0.02%HELD
250MDBMONGODB INC$1K0.02%HELD
251CCL1EURCARNIVAL CORP$1K0.02%HELD
252ONON SEMICONDUCTOR CORP$1K0.02%HELD
253UNHUNITEDHEALTH GROUP INC$1K0.02%HELD
254CATCATERPILLAR INC$1K0.01%HELD
255BARRICK MNG CORP$1K0.01%HELD
256UPSUNITED PARCEL SVCS INC$1K0.01%HELD
257NKENIKE INC$1K0.01%HELD
258TMUST-MOBILE US INC$1K0.01%HELD
259SOFISOFI TECHNOLOGIES INC$1K0.01%HELD
260CVXCHEVRON CORPORATION$1K0.01%HELD
261SOUTHWEST AIRLS CO$1K0.01%HELD
262MCDMCDONALDS CORP$1K0.01%HELD
263CENTENE CORP DEL$1K0.01%HELD
264TGTTARGET CORP$1K0.01%HELD
265URIUNITED RENTALS INC$1K0.01%HELD
266BXBLACKSTONE INC$1K0.01%HELD
267EAELECTRONIC ARTS INC$1K0.01%HELD
268CRWVCOREWEAVE INC$1K0.01%HELD
269GDXJVANECK ETF TRUST$1K0.01%HELD
270RBLXROBLOX CORP$1K0.01%HELD
271TEVATEVA PHARMACEUTICAL INDS LTD$1K0.01%HELD
272PANWPALO ALTO NETWORKS INC$1K0.01%HELD
273HIMSHIMS & HERS HEALTH INC$1K0.01%HELD
274URIUNITED RENTALS INC$1K0.01%HELD
275HUMHUMANA INC$1K0.01%HELD
276KWEBKRANESHARES TRUST$9990.01%HELD
277DALDELTA AIR LINES INC$9850.01%HELD
278FCXFREEPORT MCMORAN INC$63.445.75%$9830.01%HELD
279WHRWHIRLPOOL CORP$9760.01%HELD
280ARMARM HOLDINGS PLC$241.547.40%$9710.01%HELD
281GEVGE VERNOVA INC$9630.01%HELD
282SNOWSNOWFLAKE INC$9620.01%HELD
283COINCOINBASE GLOBAL INC$163.582.18%$9460.01%HELD
284LLYELI LILLY & CO$9200.01%HELD
285BARRICK MNG CORP$9180.01%HELD
286STXSEAGATE TECHNOLOGY HLDNGS PL$851.6811.41%$9180.01%HELD
287OXY/WSOCCIDENTAL PETE CORP$9020.01%HELD
288CNCCENTENE CORP DEL$9000.01%HELD
289XOMEXXON MOBIL CORP$8990.01%HELD
290KHCKRAFT HEINZ CO$8940.01%HELD
291FXIISHARES TR$8840.01%HELD
292SNAPSNAP INC$8780.01%HELD
293SOFISOFI TECHNOLOGIES INC$8650.01%HELD
294FUTUFUTU HLDGS LTD$8640.01%HELD
295CDNSCADENCE DESIGN SYSTEM INC$8610.01%HELD
296NEMNEWMONT CORP$8130.01%HELD
297KLACKLA CORP$7920.01%HELD
298MCDMCDONALDS CORP$7770.01%HELD
299CATCATERPILLAR INC$7740.01%HELD
300WDCWESTERN DIGITAL CORP$7390.01%HELD
301WWAYFAIR INC$7220.01%HELD
302CDNSCADENCE DESIGN SYSTEM INC$6950.01%HELD
303COPCONOCOPHILLIPS$6860.01%HELD
304QCOMQUALCOMM INC$151.60-2.62%$6680.01%HELD
305FDXFEDEX CORP$6410.01%HELD
306CATCATERPILLAR INC$6380.01%HELD
307MSMORGAN STANLEY$5880.01%HELD
308BILIBILIBILI INC$5870.01%HELD
309ADSKAUTODESK INC$5860.01%HELD
310UBERUBER TECHNOLOGIES INC$70.37-1.17%$5830.01%HELD
311SNPSSYNOPSYS INC$5830.01%HELD
312GFSGLOBALFOUNDRIES INC$5830.01%HELD
313CSCOCISCO SYS INC$5750.01%HELD
314HDHOME DEPOT INC$5590.01%HELD
315GLDSPDR GOLD TR$377.161.64%20.05%118.68%$5590.01%HELD
316IBKRINTERACTIVE BROKERS GROUP IN$5370.01%HELD
317CCITIGROUP INC$132.324.08%41.58%108.64%$5330.01%HELD
318COPCONOCOPHILLIPS$5280.01%HELD
319PANWPALO ALTO NETWORKS INC$5120.01%HELD
320ONON SEMICONDUCTOR CORP$5080.01%HELD
321SNAPSNAP INC$5030.01%HELD
322UALUNITED AIRLS HLDGS INC$5010.01%HELD
323WMTWALMART INC$4910.01%HELD
324CRWDCROWDSTRIKE HLDGS INC$4820.01%HELD
325LRCXLAM RESEARCH CORP$297.7217.98%$4590.00%HELD
326CELHCELSIUS HLDGS INC$4540.00%HELD
327LVSLAS VEGAS SANDS CORP$4470.00%HELD
328HUMHUMANA INC$4330.00%HELD
329WWAYFAIR INC$4200.00%HELD
330ETENERGY TRANSFER L P$4130.00%HELD
331CVNACARVANA CO$4090.00%HELD
332CCLCARNIVAL CORP$4010.00%HELD
333LYFTLYFT INC$3990.00%HELD
334DICKS SPORTING GOODS INC$3970.00%HELD
335APOAPOLLO GLOBAL MGMT INC$3960.00%HELD
336UIPATH INC$3890.00%HELD
337CVNACARVANA CO$3770.00%HELD
338PLNTPLANET FITNESS MASTER ISSUER$3720.00%HELD
339RIVNRIVIAN AUTOMOTIVE INC$16.833.06%$3680.00%HELD
340URIUNITED RENTALS INC$3640.00%HELD
341SMCISUPER MICRO COMPUTER INC$3620.00%HELD
342MSTRSTRATEGY INC$3550.00%HELD
343NOWSERVICENOW INC$3430.00%HELD
344KHCKRAFT HEINZ CO$3420.00%HELD
345XPEVXPENG INC$3380.00%HELD
346CMGCHIPOTLE MEXICAN GRILL INC$3360.00%HELD
347CHRWC H ROBINSON WORLDWIDE IN$3320.00%HELD
348MAMASTERCARD INCORPORATED$3230.00%HELD
349IGVISHARES TR$3200.00%HELD
350SNAPSNAP INC$3170.00%HELD
351UUNITY SOFTWARE INC$3020.00%HELD
352LILI AUTO INC$2940.00%HELD
353ETHAISHARES ETHEREUM TR$2910.00%HELD
354XPEVXPENG INC$2890.00%HELD
355NUNU HLDGS LTD$2870.00%HELD
356LUVSOUTHWEST AIRLS CO$2820.00%HELD
357NUSCALE PWR CORP$2720.00%HELD
358WORWORTHINGTON ENTERPRISES INC$2710.00%HELD
359ELLAUDER ESTEE COS INC$2690.00%HELD
360CARAVIS BUDGET GROUP INC$2630.00%HELD
361XOMEXXON MOBIL CORP$2630.00%HELD
362FFORD MTR CO$2620.00%HELD
363DELLDELL TECHNOLOGIES INC$404.819.51%$2610.00%HELD
364LYFTLYFT INC$2490.00%HELD
365LILI AUTO INC$2440.00%HELD
366GRPNGROUPON INC$2380.00%HELD
367LLYELI LILLY & CO$2370.00%HELD
368MSMORGAN STANLEY$2140.00%HELD
369SHOPSHOPIFY INC$2060.00%HELD
370DVNDEVON ENERGY CORP NEW$2060.00%HELD
371MARAMARA HOLDINGS INC$2040.00%HELD
372BBAIBIGBEAR AI HLDGS INC$1890.00%HELD

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