Morgan Creek Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Morgan Creek Capital Management, LLC reported 15 stock positions worth $148.4 million. Its top holding was Figure Technology Solut Class A (FIGR) at 91.9% of the portfolio, followed by Uber Technologies (UBER, 2.2%) and Gemini Space Station Class A (GEMI, 1.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 1, added to 2 and reduced 1. The biggest buy was Figure Technology Solut Class A (FIGR, shares +15%) and the biggest sale Gemini Space Station Class A (GEMI, shares −79%).

Most Recent 13F
Q2 2026
Location
CHAPEL HILL, NC
CIK
0001623781
Portfolio Value
$148.4M (Q2 2026)
SEC Filing
0001398344-26-014541 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2025: $365.8M Q4 2025 Q1 2026: $151.4M Q1 2026 Q2 2026: $148.4M $148.4M Q2 2026

Holdings 15 stocks · $148.4M

FIGR Figure Technology Solut Class A 91.93% 4,442,317 $136.4M Add +14.6%
UBER Uber Technologies Inc. 2.19% 45,023 $3.2M No change
GEMI Gemini Space Station Inc. Class A 1.61% 562,229 $2.4M Reduce -78.8%
LYFT LYFT Inc. Class A 0.96% 97,716 $1.4M No change
YMM Full Truck Alliance -SPN ADR 0.95% 174,105 $1.4M No change
IHS Ihs Holding Ltd. 0.86% 154,963 $1.3M No change
PAA Plains All Amer Pipeline LP 0.26% 17,642 $393K No change
BHVN Biohaven Ltd. 0.18% 18,193 $271K New
ACAD Acadia Pharmaceuticals Inc. 0.16% 9,395 $238K New
MANE Veradermics Inc. 0.16% 1,925 $237K New
AVBP Arrivent Biopharma Inc. 0.15% 6,600 $229K New
PTCT PTC Therapeutics Inc. 0.15% 2,752 $224K New
TSM Taiwan Semiconductor-SP ADR 0.15% 453 $216K New
REGN Regeneron Pharmaceuticals 0.14% 332 $207K New
INSM Insmed Inc. 0.14% 1,929 $206K Add +54.2%

Portfolio Sells Q1 2026 → Q2 2026

GEMI Gemini Space Station Inc. Class A Reduce -78.8% 1.61% −6.12
U Unity Software Inc. Sold out 0.00% −0.14

Portfolio Buys Q1 2026 → Q2 2026

FIGR Figure Technology Solut Class A Add +14.6% 91.93% +4.99
BHVN Biohaven Ltd. New 0.18% +0.18
ACAD Acadia Pharmaceuticals Inc. New 0.16% +0.16
MANE Veradermics Inc. New 0.16% +0.16
AVBP Arrivent Biopharma Inc. New 0.15% +0.15
PTCT PTC Therapeutics Inc. New 0.15% +0.15
TSM Taiwan Semiconductor-SP ADR New 0.15% +0.15
REGN Regeneron Pharmaceuticals New 0.14% +0.14
INSM Insmed Inc. Add +54.2% 0.14% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$148.4MFIGR, UBER, GEMI, LYFT, YMM
Q1 2026 9$151.4MFIGR, GEMI, UBER, YMM, LYFT
Q4 2025 14$365.8MFIGR, GEMI, COIN, ETOR, UBER