Graticule Asia Macro Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Graticule Asia Macro Advisors LLC reported 2 stock positions worth $437.9 million. Its top holding was Bloom Energy Class A (BE) at 91.9% of the portfolio, followed by Nvidia (NVDA, 8.1%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001619390
Portfolio Value
$437.9M (Q3 2025)
SEC Filing
0001619390-25-000006 ↗ filed Nov 7, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q3 2025: $437.9M $437.9M Q3 2025 Q4 2025: $449.0M Q4 2025 Q1 2026: $648.7M Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 2 stocks · $437.9M
BE Bloom Energy Corp. Class A 91.91% 4,759,305 $402.5M —
NVDA Nvidia Corp. 8.09% 189,900 $35.4M —

Portfolio Sells Q3 2025

No earlier filing to compare with.

Portfolio Buys Q3 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 208$1.3BBE, NVDA, DXPE, ROK, LDOS
Q1 2026 2$648.7MBE, NVDA
Q4 2025 2$449.0MBE, NVDA
Q3 2025 2$437.9MBE, NVDA