Spark Investment Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Spark Investment Management LLC reported 13 stock positions worth $18.1 million. Its top holding was Amazon.com (AMZN) at 43.1% of the portfolio, followed by Spotify Technology (SPOT, 18.4%) and Monday.com (MNDY, 7.4%). Compared with Q4 2023, it opened 2 new positions and reduced 2. The biggest buy was a new position in Grayscale Bitcoin Trust ETF (GBTC) and the biggest sale J. Jill (JILL, shares −53%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001554871
Portfolio Value
$18.1M (Q1 2024)
SEC Filing
0000899140-24-000556 ↗ filed May 13, 2024

Holdings Value

0$20.0M$40.0M$60.0M Q1 2024: $18.1M $18.1M Q1 2024 Q2 2024: $16.7M Q2 2024 Q3 2024: $17.4M Q3 2024 Q4 2024: $20.6M Q4 2024 Q1 2025: $29.4M Q1 2025 Q2 2025: $36.5M Q2 2025 Q3 2025: $39.8M Q3 2025 Q4 2025: $40.2M Q4 2025 Q1 2026: $41.6M Q1 2026 Q2 2026: $51.2M Q2 2026

Holdings 13 stocks · $18.1M
AMZN Amazon.com Inc. 43.12% 43,180 $7.8M No change
SPOT Spotify Technology SA 18.41% 12,600 $3.3M No change
MNDY Monday.com Ltd. 7.38% 5,900 $1.3M No change
JILL J. Jill Inc. 7.08% 40,000 $1.3M Reduce -52.9%
GBTC Grayscale Bitcoin Trust ETF 5.95% 17,000 $1.1M New
TSLA Tesla Inc. 5.84% 6,000 $1.1M No change
XYZ Block Inc. 4.07% 8,700 $736K No change
JAKK Jakks Pacific Inc. 3.84% 28,110 $694K Reduce -29.9%
TWLO Twilio Inc. Class A 1.76% 5,200 $318K No change
SPTN Spartannash Co. 1.73% 15,500 $313K No change
PBI Pitney Bowes Inc. 0.50% 21,000 $91K No change
FOSL Fossil Group Inc. 0.32% 55,900 $57K No change
SVA Sinovac Biotech Ltd. 0.00% 29,100 $0 New

Portfolio Sells Q4 2023 → Q1 2024
JILL J. Jill Inc. Reduce -52.9% 7.08% −6.01
JAKK Jakks Pacific Inc. Reduce -29.9% 3.84% −4.67

Portfolio Buys Q4 2023 → Q1 2024
GBTC Grayscale Bitcoin Trust ETF New 5.95% +5.95
SVA Sinovac Biotech Ltd. New 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$51.2MAMZN, BB, SPOT, TSLA, CGAU
Q1 2026 28$41.6MAMZN, VET, SPOT, CGAU, PDS
Q4 2025 27$40.2MAMZN, SPOT, TSLA, CLS, NGD
Q3 2025 20$39.8MAMZN, CLS, SPOT, TFPM, TSLA
Q2 2025 23$36.5MAMZN, SPOT, CLS, TFPM, NVDA
Q1 2025 18$29.4MAMZN, SPOT, AGI, ORLA, EFXT
Q4 2024 8$20.6MAMZN, SPOT, NVDA, TSLA, MNDY
Q3 2024 9$17.4MAMZN, SPOT, MNDY, TSLA, XYZ
Q2 2024 11$16.7MAMZN, SPOT, MNDY, TSLA, XYZ
Q1 2024 13$18.1MAMZN, SPOT, MNDY, JILL, GBTC