Spark Investment Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Spark Investment Management LLC reported 8 stock positions worth $20.6 million. Its top holding was Amazon.com (AMZN) at 45.9% of the portfolio, followed by Spotify Technology (SPOT, 15.2%) and Nvidia (NVDA, 13.7%). Compared with Q3 2024, it opened 1 new position, sold out of 2 and reduced 1. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Spotify Technology (SPOT, shares −44%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001554871
Portfolio Value
$20.6M (Q4 2024)
SEC Filing
0000899140-25-000185 ↗ filed Feb 11, 2025

Holdings Value

0$20.0M$40.0M$60.0M Q1 2024: $18.1M Q1 2024 Q2 2024: $16.7M Q2 2024 Q3 2024: $17.4M Q3 2024 Q4 2024: $20.6M $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 8 stocks · $20.6M

AMZN Amazon.com Inc. 45.89% 43,180 $9.5M No change
SPOT Spotify Technology SA 15.17% 7,000 $3.1M Reduce -44.4%
NVDA Nvidia Corp. 13.72% 21,100 $2.8M New
TSLA Tesla Inc. 11.74% 6,000 $2.4M No change
MNDY Monday.com Ltd. 6.73% 5,900 $1.4M No change
XYZ Block Inc. 3.58% 8,700 $739K No change
TWLO Twilio Inc. Class A 2.72% 5,200 $562K No change
FOSL Fossil Group Inc. 0.45% 55,900 $93K No change

Portfolio Sells Q3 2024 → Q4 2024

SPOT Spotify Technology SA Reduce -44.4% 15.17% −11.54
SPTN Spartannash Co. Sold out 0.00% −2.00
PBI Pitney Bowes Inc. Sold out 0.00% −0.86

Portfolio Buys Q3 2024 → Q4 2024

NVDA Nvidia Corp. New 13.72% +13.72

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