Graticule Asia Macro Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Graticule Asia Macro Advisors LLC reported 2 stock positions worth $648.7 million. Its top holding was Bloom Energy Class A (BE) at 94.9% of the portfolio, followed by Nvidia (NVDA, 5.1%). Compared with Q4 2025, it reduced 1. The biggest sale was Bloom Energy Class A (BE, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001619390
- Portfolio Value
- $648.7M (Q1 2026)
- SEC Filing
- 0001619390-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 2 stocks · $648.7M
Portfolio Sells Q4 2025 → Q1 2026
| BE Bloom Energy Corp. Class A | Reduce -4.5% | 94.89% | +2.78 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||