In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Longitude (Cayman) Ltd. reported 22 stock positions worth $63.5 million . Its top holding was Sofi Technologies (SOFI) at 13.7% of the portfolio, followed by Palantir Technologies Class A (PLTR, 13.1% ) and Advanced Micro Devices (AMD, 10.5% ). Compared with Q1 2024, it opened 3 new positions, sold out of 8, added to 10 and reduced 9. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale Strategy (MSTR, shares −23% ).
Location GRAND CAYMAN, E9
CIK 0001664999
Portfolio Value $63.5M (Q2 2024) Holdings 22 stocks · $63.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 SOFI Sofi Technologies Inc. 1,311,500 $8.7M Add +2.3% PLTR Palantir Technologies Inc. Class A 328,625 $8.3M Reduce -0.6% AMD Advanced Micro Devices 41,100 $6.7M Add +28.0% TSLA Tesla Inc. 33,160 $6.6M Add +6.8% MSTR Strategy Inc. filed as MICROSTRATEGY INC 3,700 $5.1M Reduce -22.9% IBIT iShares Bitcoin Trust ETF 104,000 $3.6M New NVDA Nvidia Corp. 21,000 $2.6M Reduce -36.4% ARM Arm Holdings PLC-ADR 15,500 $2.5M Reduce -32.6% META Meta Platforms Inc. Class A 5,000 $2.5M Reduce -0.7% AAPL Apple Inc. 11,560 $2.4M Reduce -17.8% XYZ Block Inc. 32,000 $2.1M Add +39.1% MU Micron Technology Inc. 15,000 $2.0M Reduce -16.7% CROX Crocs Inc. 11,500 $1.7M Add +15.0% AMARIN CORP PLC 2,390,000 $1.6M Add +1.5% JBLU Jetblue Airways Corp. 246,000 $1.5M Reduce -22.1% LILMF Lilium NV 1,514,672 $1.2M Add +12.2% ONON On Holding AG Class A filed as ON HLDG AG 29,000 $1.1M Add +45.0% COIN Coinbase Global Inc. Class A 4,000 $889K Reduce -63.6% PINS Pinterest Inc. Class A 20,000 $881K Add +33.3% AMZN Amazon.com Inc. 4,000 $773K Add +33.3% ABNB Airbnb Inc. Class A 3,000 $455K New MELI MercadoLibre Inc. 200 $329K New
Options reported separately and not counted above: PAYPAL HLDGS INC calls ($23.2M), SOFI TECHNOLOGIES INC calls ($10.8M), JETBLUE AIRWAYS CORP calls ($8.5M), TESLA INC calls ($8.3M), ALIBABA GROUP HLDG LTD calls ($7.2M), FERRARI N V calls ($5.1M), PALANTIR TECHNOLOGIES INC calls ($4.5M), EMBRAER S.A. calls ($3.9M), AIRBNB INC calls ($3.0M), SNOWFLAKE INC calls ($2.7M), APPLE INC calls ($2.5M), AMAZON COM INC calls ($2.4M), and 11 more.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ MSTR Strategy Inc. Reduce -22.9% 8.03% −3.88 ARKG ARK Genomic Revolution ETF Sold out 0.00% −3.64 COIN Coinbase Global Inc. Class A Reduce -63.6% 1.40% −2.85 TTWO Take-Two Interactive Softwre Sold out 0.00% −1.41 GOOGL Alphabet Inc. Class A Sold out 0.00% −1.12 JBLU Jetblue Airways Corp. Reduce -22.1% 2.36% −1.05 EMBJ Embraer SA-Spon ADR Sold out 0.00% −0.78 ADBE Adobe Inc. Sold out 0.00% −0.73 SHAK Shake Shack Inc. Class A Sold out 0.00% −0.38 NVDA Nvidia Corp. Reduce -36.4% 4.09% −0.25 ARM Arm Holdings PLC-ADR Reduce -32.6% 4.00% −0.19 AKLI Akili Inc. Sold out 0.00% −0.15 NVTAQ Invitae Corp. Sold out 0.00% −0.00 MU Micron Technology Inc. Reduce -16.7% 3.11% +0.02 AAPL Apple Inc. Reduce -17.8% 3.84% +0.32 META Meta Platforms Inc. Class A Reduce -0.7% 3.97% +0.41 PLTR Palantir Technologies Inc. Class A Reduce -0.6% 13.11% +2.04
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ IBIT iShares Bitcoin Trust ETF New 5.59% +5.59 TSLA Tesla Inc. Add +6.8% 10.34% +2.39 AMD Advanced Micro Devices Add +28.0% 10.50% +2.07 ONON On Holding AG Class A Add +45.0% 1.77% +0.74 ABNB Airbnb Inc. Class A New 0.72% +0.72 PINS Pinterest Inc. Class A Add +33.3% 1.39% +0.63 CROX Crocs Inc. Add +15.0% 2.64% +0.55 MELI MercadoLibre Inc. New 0.52% +0.52 AMZN Amazon.com Inc. Add +33.3% 1.22% +0.43 XYZ Block Inc. Add +39.1% 3.25% +0.42 SOFI Sofi Technologies Inc. Add +2.3% 13.66% +0.03 LILMF Lilium NV Add +12.2% 1.90% +0.01 AMARIN CORP PLC Add +1.5% 2.60% −0.45
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ PAYPAL HLDGS INC call Add +1900.0% 400,000 $23.2M SOFI TECHNOLOGIES INC call Add +31.2% 1,640,000 $10.8M JETBLUE AIRWAYS CORP call Reduce -19.5% 1,400,000 $8.5M TESLA INC call Add +320.0% 42,000 $8.3M ALIBABA GROUP HLDG LTD call Reduce -60.0% 100,000 $7.2M FERRARI N V call New 12,500 $5.1M PALANTIR TECHNOLOGIES INC call Add +14.9% 177,000 $4.5M EMBRAER S.A. call Add +275.0% 150,000 $3.9M AIRBNB INC call New 20,000 $3.0M SNOWFLAKE INC call Add +471.4% 20,000 $2.7M APPLE INC call Reduce -52.0% 12,000 $2.5M AMAZON COM INC call New 12,500 $2.4M BLOCK INC call New 30,000 $1.9M RIOT PLATFORMS INC call Add +16.7% 210,000 $1.9M SHAKE SHACK INC call New 20,000 $1.8M RIVIAN AUTOMOTIVE INC call Sold out 137,500 $1.5Mbefore exit ADVANCED MICRO DEVICES INC call New 9,000 $1.5M CELSIUS HLDGS INC call Add +33.3% 20,000 $1.1M V F CORP call New 60,000 $810K ON HLDG AG call New 20,000 $776K LULULEMON ATHLETICA INC call New 2,500 $747K PINTEREST INC call Reduce -58.3% 12,500 $551K META PLATFORMS INC call New 1,000 $504K ROBINHOOD MKTS INC call Reduce -65.0% 17,500 $397K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 27 $151.4M AMD, SOFI, IBIT, TSLA, ARM Q1 2026 29 $114.6M AMD, IBIT, TSLA, SOFI, ARM Q4 2025 21 $115.5M IBIT, AMD, TSLA, SOFI, NVDA Q4 2024 19 $87.2M SOFI, TSLA, AMD, IBIT, PLTR Q3 2024 18 $69.8M SOFI, PLTR, TSLA, AMD, IBIT Q2 2024 22 $63.5M SOFI, PLTR, AMD, TSLA, MSTR Q1 2024 27 $68.7M SOFI, MSTR, PLTR, AMD, TSLA