Gsa Capital Partners LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Gsa Capital Partners LLP reported 1,695 stock positions worth $1.4 billion. Its top holding was Nvidia (NVDA) at 1.2% of the portfolio, followed by Microsoft (MSFT, 1.1%) and Apple (AAPL, 1.0%). Compared with Q1 2025, it opened 646 new positions, sold out of 547, added to 572 and reduced 473. The biggest buy was Nvidia (NVDA, shares +2238%) and the biggest sale Blackstone (BX, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001362033
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001362033-25-000007 ↗ filed Jul 22, 2025
Holdings Value
Holdings 1,695 stocks · $1.4B
| NVDA Nvidia Corp. | 1.17% | 105,753 | $16.7M | Add +2238.1% |
| MSFT Microsoft Corp. | 1.06% | 30,429 | $15.1M | Add +598.5% |
| AAPL Apple Inc. | 1.02% | 71,180 | $14.6M | Add +1390.7% |
| JPM JPMorgan Chase & Co. | 0.59% | 29,173 | $8.5M | Add +714.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 16,625 | $8.1M | New |
| AMZN Amazon.com Inc. | 0.44% | 28,406 | $6.2M | Add +149.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 118,956 | $5.6M | Add +1237.5% |
| AVGO Broadcom Inc. | 0.38% | 19,853 | $5.5M | Add +293.2% |
| PUK Prudential PLC-ADR | 0.37% | 211,988 | $5.3M | New |
| SNN Smith & Nephew PLC -Spon ADR | 0.37% | 171,668 | $5.3M | New |
| RELX Relx PLC - Spon ADR | 0.37% | 96,711 | $5.3M | New |
| MA Mastercard Inc. Class A | 0.36% | 9,250 | $5.2M | New |
| WMT Walmart Inc. | 0.36% | 53,082 | $5.2M | Add +56.6% |
| V Visa Inc. Class A | 0.36% | 14,504 | $5.2M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.35% | 86,674 | $5.1M | New |
| BP BP PLC-Spons ADR | 0.35% | 166,679 | $5.0M | New |
| DEO Diageo PLC-Sponsored ADR | 0.35% | 49,100 | $5.0M | New |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.34% | 405,369 | $4.9M | Add +35.9% |
| META Meta Platforms Inc. Class A | 0.34% | 6,555 | $4.8M | Add +187.0% |
| VITL Vital Farms Inc. | 0.34% | 125,099 | $4.8M | Add +54.2% |
| GOOGL Alphabet Inc. Class A | 0.34% | 27,187 | $4.8M | Reduce -15.4% |
| LPG Dorian LPG Ltd. | 0.30% | 173,123 | $4.2M | Add +124.8% |
| HNST The Honest Co. Inc. | 0.28% | 783,454 | $4.0M | Add +187.7% |
| GMS GMS Inc. | 0.27% | 36,008 | $3.9M | Add +580.7% |
| AX Axos Financial Inc. | 0.26% | 49,519 | $3.8M | Add +116.3% |
| LASR Nlight Inc. | 0.26% | 190,013 | $3.7M | Reduce -17.1% |
| TBLA Taboola.com Ltd. | 0.26% | 1,007,928 | $3.7M | Add +1.1% |
| DAVE Dave Inc. | 0.26% | 13,666 | $3.7M | Reduce -9.5% |
| WFC Wells Fargo & Co. | 0.26% | 45,439 | $3.6M | New |
| AZN Astrazeneca PLC-Spons ADR | 0.25% | 51,984 | $3.6M | New |
| ABBV Abbvie Inc. | 0.25% | 19,293 | $3.6M | Add +118.0% |
| CMCSA Comcast Corp. Class A | 0.25% | 98,872 | $3.5M | New |
| ZD Ziff Davis Inc. | 0.25% | 115,781 | $3.5M | Add +75.5% |
| SCHW Schwab (charles) Corp. | 0.24% | 38,080 | $3.5M | New |
| COST Costco Wholesale Corp. | 0.24% | 3,498 | $3.5M | New |
| PAGS Pagseguro Digital Ltd. Class A | 0.24% | 350,488 | $3.4M | Add +577.9% |
| PG The Procter & Gamble Co. | 0.23% | 20,719 | $3.3M | Add +111.1% |
| GDOT Green Dot Corp. Class A | 0.23% | 300,821 | $3.2M | Add +133.1% |
| NUVB Nuvation Bio Inc. | 0.22% | 1,627,122 | $3.2M | Add +146.1% |
| TNET Trinet Group Inc. | 0.22% | 43,364 | $3.2M | Add +105.3% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.22% | 74,460 | $3.1M | Reduce -11.2% |
| APH Amphenol Corp. Class A | 0.22% | 31,285 | $3.1M | Add +128.6% |
| OEC Orion SA | 0.21% | 289,844 | $3.0M | Add +32.4% |
| PARAA Paramount Global Class B | 0.21% | 234,238 | $3.0M | Reduce -18.9% |
| DEI Douglas Emmett Inc. | 0.21% | 199,980 | $3.0M | Add +25.1% |
| JNJ Johnson & Johnson | 0.21% | 19,579 | $3.0M | Add +490.1% |
| STNG Scorpio Tankers Inc. | 0.21% | 75,379 | $3.0M | Add +3.8% |
| PRG Prog Holdings Inc. | 0.20% | 98,392 | $2.9M | Add +33.7% |
| TIGR Up Fintech Holding Ltd. - ADR | 0.20% | 298,009 | $2.9M | Add +70.0% |
| ASPI Asp Isotopes Inc. | 0.20% | 384,326 | $2.8M | Reduce -32.5% |
| WPP WPP PLC-Sponsored ADR | 0.20% | 80,430 | $2.8M | New |
| TOST Toast Inc. Class A | 0.20% | 62,995 | $2.8M | Reduce -6.2% |
| OPFI Oppfi Inc. | 0.19% | 198,087 | $2.8M | Add +53.1% |
| BZH Beazer Homes USA Inc. | 0.19% | 122,508 | $2.7M | Add +71.9% |
| CDP Copt Defense Properties | 0.19% | 98,814 | $2.7M | Add +7.5% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.19% | 6,730 | $2.7M | New |
| CLDT Chatham Lodging Trust | 0.19% | 388,424 | $2.7M | Add +37.1% |
| GLDD Great Lakes Dredge & Dock Co. | 0.19% | 220,881 | $2.7M | Add +272.0% |
| TSLA Tesla Inc. | 0.19% | 8,438 | $2.7M | Add +66.0% |
| LXRX Lexicon Pharmaceuticals Inc. | 0.19% | 2,830,659 | $2.7M | Add +250.6% |
| VICR Vicor Corp. | 0.19% | 58,485 | $2.7M | New |
| SOFI Sofi Technologies Inc. | 0.19% | 145,149 | $2.6M | Add +129.1% |
| LLY Eli Lilly & Co. | 0.18% | 3,388 | $2.6M | New |
| CTOS Custom Truck One Source Inc. | 0.18% | 533,223 | $2.6M | Add +19.7% |
| ZTS Zoetis Inc. | 0.18% | 16,672 | $2.6M | Add +28.3% |
| ORCL Oracle Corp. | 0.18% | 11,842 | $2.6M | Add +41.5% |
| CGNX Cognex Corp. | 0.18% | 81,032 | $2.6M | Reduce -7.6% |
| SRI Stoneridge Inc. | 0.18% | 362,996 | $2.6M | Add +32.7% |
| JOYY Joyy Inc.-ADR | 0.18% | 49,843 | $2.5M | New |
| GOOG Alphabet Inc. Class C | 0.18% | 14,274 | $2.5M | New |
| POR Portland General Electric Co. | 0.18% | 62,200 | $2.5M | Add +148.1% |
| ATYR Atyr Pharma Inc. | 0.18% | 496,289 | $2.5M | Add +49.3% |
| QCOM Qualcomm Inc. | 0.17% | 15,489 | $2.5M | Add +1009.5% |
| ADC Agree Realty Corp. | 0.17% | 33,644 | $2.5M | Add +219.5% |
| RSG Republic Services Inc. | 0.17% | 9,947 | $2.5M | Add +596.1% |
| GLNG Golar LNG Ltd. | 0.17% | 59,406 | $2.4M | Add +690.5% |
| MS Morgan Stanley | 0.17% | 17,254 | $2.4M | Add +252.8% |
| LMND Lemonade Inc. | 0.17% | 55,054 | $2.4M | Add +7.5% |
| AMT American Tower Corp. | 0.17% | 10,895 | $2.4M | Add +186.6% |
| IMMR Immersion Corporation | 0.17% | 305,271 | $2.4M | Add +371.3% |
| KMPR Kemper Corp. | 0.17% | 37,137 | $2.4M | Add +67.9% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 17,413 | $2.4M | New |
| MU Micron Technology Inc. | 0.17% | 19,233 | $2.4M | New |
| APPN Appian Corp. Class A | 0.17% | 79,267 | $2.4M | Add +69.4% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.17% | 279,418 | $2.4M | Add +214.3% |
| VMEO Vimeo Inc. | 0.17% | 585,713 | $2.4M | Add +31.3% |
| CNC Centene Corp. | 0.16% | 43,325 | $2.4M | Add +0.6% |
| GRPN Groupon Inc. | 0.16% | 69,858 | $2.3M | New |
| MYRG MYR Group Inc./Delaware | 0.16% | 12,881 | $2.3M | Reduce -30.0% |
| RBLX Roblox Corp. Class A | 0.16% | 22,065 | $2.3M | Add +65.7% |
| MTW Manitowoc Company Inc. | 0.16% | 192,291 | $2.3M | Reduce -20.0% |
| TCOM Trip.com Group Ltd.-ADR | 0.16% | 38,824 | $2.3M | Add +202.6% |
| THR Thermon Group Holdings Inc. | 0.16% | 80,889 | $2.3M | Add +192.1% |
| AMR Alpha Metallurgical Resource | 0.16% | 20,068 | $2.3M | Add +190.1% |
| ARE Alexandria Real Estate Equit | 0.16% | 31,031 | $2.3M | Add +163.8% |
| MNSO Miniso Group Holding Ltd.-ADR | 0.16% | 123,531 | $2.3M | Add +608.5% |
| NTRA Natera Inc. | 0.16% | 13,305 | $2.2M | Add +43.9% |
| QLYS Qualys Inc. | 0.16% | 15,723 | $2.2M | Add +441.4% |
| HPK Highpeak Energy Inc. | 0.16% | 228,743 | $2.2M | Add +36.3% |
| CPNG Coupang Inc. | 0.16% | 74,018 | $2.2M | Reduce -10.8% |
Portfolio Sells Q1 2025 → Q2 2025
| BX Blackstone Inc. | Reduce -91.3% | 0.03% | −0.37 |
| CSX CSX Corp. | Reduce -90.3% | 0.03% | −0.37 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.29 |
| PGR Progressive Corp. | Reduce -51.8% | 0.15% | −0.28 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −0.26 |
| PFE Pfizer Inc. | Reduce -88.6% | 0.02% | −0.26 |
| GO Grocery Outlet Holding Corp. | Reduce -89.9% | 0.02% | −0.24 |
| FRO Frontline PLC | Reduce -62.7% | 0.11% | −0.24 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.23 |
| SBLK Star Bulk Carriers Corp. | Sold out | 0.00% | −0.23 |
| BAP Credicorp Ltd. | Sold out | 0.00% | −0.21 |
| LBTYA Liberty Global Ltd. Class A | Sold out | 0.00% | −0.21 |
| NEE Nextera Energy Inc. | Reduce -64.4% | 0.08% | −0.21 |
| ENR Energizer Holdings Inc. | Sold out | 0.00% | −0.20 |
| OPK Opko Health Inc. | Sold out | 0.00% | −0.20 |
| NXST Nexstar Media Group Inc. | Sold out | 0.00% | −0.20 |
| SMPL The Simply Good Foods Co. | Reduce -88.7% | 0.02% | −0.19 |
| SUPN Supernus Pharmaceuticals Inc. | Reduce -61.0% | 0.08% | −0.19 |
| ALL Allstate Corp. | Reduce -82.9% | 0.03% | −0.19 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.19 |
| PRKS United Parks & Resorts Inc. | Sold out | 0.00% | −0.18 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.18 |
| CRK Comstock Resources Inc. | Sold out | 0.00% | −0.17 |
| NVT Nvent Electric PLC | Reduce -87.0% | 0.03% | −0.17 |
| GSL Global Ship Lease Inc. Class A | Reduce -68.8% | 0.07% | −0.17 |
| CHWY Chewy Inc. Class A | Reduce -84.6% | 0.03% | −0.17 |
| WERN Werner Enterprises Inc. | Sold out | 0.00% | −0.17 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.17 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.17 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.17 |
| CORT Corcept Therapeutics Inc. | Reduce -46.5% | 0.06% | −0.16 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.16 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.16 |
| PGRE Paramount Group Inc. | Sold out | 0.00% | −0.16 |
| MDU Mdu Resources Group Inc. | Reduce -67.3% | 0.05% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -55.9% | 0.07% | −0.15 |
| CADE Cadence Bank | Sold out | 0.00% | −0.15 |
| SIGI Selective Insurance Group | Reduce -60.7% | 0.06% | −0.15 |
| ARCB Arcbest Corp. | Reduce -88.9% | 0.02% | −0.15 |
| APLE Apple Hospitality REIT Inc. | Reduce -69.7% | 0.04% | −0.15 |
| VST Vistra Corp. | Sold out | 0.00% | −0.15 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.15 |
| NE Noble Corp. PLC | Reduce -81.6% | 0.03% | −0.15 |
| TRUP Trupanion Inc. | Reduce -90.3% | 0.02% | −0.15 |
| NVST Envista Holdings Corp. | Sold out | 0.00% | −0.15 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.15 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.15 |
| SPOT Spotify Technology SA | Reduce -71.9% | 0.06% | −0.15 |
| CWT California Water Service Grp | Sold out | 0.00% | −0.15 |
| DHI D.R. Horton Inc. | Reduce -76.0% | 0.03% | −0.14 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2238.1% | 1.17% | +1.13 |
| AAPL Apple Inc. | Add +1390.7% | 1.02% | +0.93 |
| MSFT Microsoft Corp. | Add +598.5% | 1.06% | +0.91 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.57% | +0.57 |
| JPM JPMorgan Chase & Co. | Add +714.0% | 0.59% | +0.51 |
| PUK Prudential PLC-ADR | New | 0.37% | +0.37 |
| SNN Smith & Nephew PLC -Spon ADR | New | 0.37% | +0.37 |
| RELX Relx PLC - Spon ADR | New | 0.37% | +0.37 |
| MA Mastercard Inc. Class A | New | 0.36% | +0.36 |
| BAC Bank of America Corp. | Add +1237.5% | 0.39% | +0.36 |
| V Visa Inc. Class A | New | 0.36% | +0.36 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.35% | +0.35 |
| BP BP PLC-Spons ADR | New | 0.35% | +0.35 |
| DEO Diageo PLC-Sponsored ADR | New | 0.35% | +0.35 |
| AVGO Broadcom Inc. | Add +293.2% | 0.38% | +0.31 |
| WFC Wells Fargo & Co. | New | 0.26% | +0.26 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.25% | +0.25 |
| CMCSA Comcast Corp. Class A | New | 0.25% | +0.25 |
| SCHW Schwab (charles) Corp. | New | 0.24% | +0.24 |
| COST Costco Wholesale Corp. | New | 0.24% | +0.24 |
| AMZN Amazon.com Inc. | Add +149.2% | 0.44% | +0.24 |
| GMS GMS Inc. | Add +580.7% | 0.27% | +0.24 |
| META Meta Platforms Inc. Class A | Add +187.0% | 0.34% | +0.22 |
| PAGS Pagseguro Digital Ltd. Class A | Add +577.9% | 0.24% | +0.20 |
| WPP WPP PLC-Sponsored ADR | New | 0.20% | +0.20 |
| MSTR Strategy Inc. | New | 0.19% | +0.19 |
| VICR Vicor Corp. | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | New | 0.18% | +0.18 |
| JOYY Joyy Inc.-ADR | New | 0.18% | +0.18 |
| GOOG Alphabet Inc. Class C | New | 0.18% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | New | 0.17% | +0.17 |
| MU Micron Technology Inc. | New | 0.17% | +0.17 |
| GRPN Groupon Inc. | New | 0.16% | +0.16 |
| HNST The Honest Co. Inc. | Add +187.7% | 0.28% | +0.16 |
| JNJ Johnson & Johnson | Add +490.1% | 0.21% | +0.16 |
| LXRX Lexicon Pharmaceuticals Inc. | Add +250.6% | 0.19% | +0.15 |
| QCOM Qualcomm Inc. | Add +1009.5% | 0.17% | +0.15 |
| XOM Exxon Mobil Corp. | New | 0.15% | +0.15 |
| ACN Accenture PLC Class A | New | 0.15% | +0.15 |
| FWRG First Watch Restaurant Group | New | 0.15% | +0.15 |
| KRUS Kura Sushi USA Inc. Class A | New | 0.15% | +0.15 |
| GLNG Golar LNG Ltd. | Add +690.5% | 0.17% | +0.15 |
| GLDD Great Lakes Dredge & Dock Co. | Add +272.0% | 0.19% | +0.14 |
| RSG Republic Services Inc. | Add +596.1% | 0.17% | +0.14 |
| LPG Dorian LPG Ltd. | Add +124.8% | 0.30% | +0.14 |
| PDYN Palladyne AI Corp. | New | 0.14% | +0.14 |
| ERO Ero Copper Corp. | New | 0.14% | +0.14 |
| NXPI NXP Semiconductors NV | New | 0.14% | +0.14 |
| WM Waste Management Inc. | New | 0.14% | +0.14 |
| APH Amphenol Corp. Class A | Add +128.6% | 0.22% | +0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,692 | $1.6B | VCSH, IGSB, VCIT, SPSB, FLOT |
| Q1 2026 | 1,664 | $1.6B | VCSH, VCIT, LQD, HYG, IGSB |
| Q4 2025 | 1,617 | $1.2B | FLOT, NVDA, RELY, VCSH, LNG |
| Q3 2025 | 1,596 | $1.2B | ACN, SFM, MSFT, TSLA, NVDA |
| Q2 2025 | 1,695 | $1.4B | NVDA, MSFT, AAPL, JPM, BRK.B |
| Q1 2025 | 1,596 | $1.1B | GOOGL, PGR, CSX, BX, FRO |
| Q4 2024 | 1,558 | $1.4B | IVV, AMZN, MSFT, NVDA, AAPL |
| Q3 2024 | 1,537 | $1.3B | NVDA, MSFT, GOOGL, AMZN, GSL |
| Q2 2024 | 1,577 | $1.4B | DVN, VITL, FISV, PGR, SBLK |
| Q1 2024 | 1,554 | $1.3B | PGR, AMZN, ROOT, META, MNST |