Sumitomo Mitsui Financial Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Sumitomo Mitsui Financial Group, Inc. reported 163 stock positions worth $6.1 billion. Its top holding was Ares Management Class A (ARES) at 37.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.5%) and Jefferies Financial (JEF, 8.3%). Compared with Q1 2025, it opened 35 new positions, sold out of 18, added to 63 and reduced 50. The biggest buy was Ishr Ibx Usd Invgd CB ETF-Ui (LQD, shares +492%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001022837
- Portfolio Value
- $6.1B (Q2 2025)
- SEC Filing
- 0000950123-25-007705 ↗ filed Aug 13, 2025
Holdings Value
Holdings 163 stocks · $6.1B
| ARES Ares Management Corp. Class A | 37.78% | 13,364,740 | $2.3B | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.51% | 1,141,246 | $705.1M | Reduce -34.5% |
| JEF Jefferies Financial Group Inc. | 8.25% | 9,247,081 | $505.7M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 7.91% | 4,423,974 | $484.9M | Add +492.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.93% | 325,412 | $179.5M | Reduce -1.7% |
| GLD SPDR Gold Shares | 2.38% | 477,869 | $145.7M | Add +11.2% |
| XLK SS Technology Select Sector | 2.27% | 550,000 | $139.3M | New |
| CME Cme Group Inc. | 2.12% | 471,846 | $130.1M | No change |
| AGG iShares Core U.S. Aggregate | 1.95% | 1,202,110 | $119.2M | Add +6.2% |
| NVDA Nvidia Corp. | 1.27% | 494,069 | $78.1M | Reduce -4.1% |
| IEF iShares 7-10 Year Treasury B | 1.27% | 814,133 | $78.0M | Add +1.9% |
| AVGO Broadcom Inc. | 1.13% | 251,423 | $69.3M | Reduce -6.0% |
| XYZ Block Inc. | 1.01% | 907,950 | $61.7M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.87% | 72,535 | $53.5M | Add +2.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.86% | 651,552 | $52.5M | Reduce -0.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.84% | 2,023,706 | $51.6M | Add +5.6% |
| MSFT Microsoft Corp. | 0.83% | 101,821 | $50.6M | Reduce -2.5% |
| EWY iShares MSCI South Korea ETF | 0.80% | 680,000 | $48.8M | New |
| ANET Arista Networks Inc. | 0.79% | 470,754 | $48.2M | Add +1.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.78% | 900,636 | $47.5M | Add +4.5% |
| AMZN Amazon.com Inc. | 0.74% | 206,983 | $45.4M | Add +5.7% |
| GOOG Alphabet Inc. Class C | 0.74% | 255,005 | $45.2M | Add +5.1% |
| MBB iShares MBS ETF | 0.67% | 433,948 | $40.7M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.60% | 126,034 | $36.5M | Add +1.6% |
| INTU Intuit Inc. | 0.55% | 42,982 | $33.9M | Add +6.7% |
| TLT iShares 20+ Year Treasury BD | 0.52% | 358,426 | $31.6M | Add +1.5% |
| PFF iShares Preferred & Income S | 0.42% | 836,063 | $25.7M | Reduce -0.3% |
| BSX Boston Scientific Corp. | 0.41% | 235,481 | $25.3M | Add +14.5% |
| AXP American Express Co. | 0.39% | 74,212 | $23.7M | Add +28.1% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 88,965 | $22.9M | Add +30.5% |
| UNH Unitedhealth Group Inc. | 0.36% | 70,910 | $22.1M | Add +35.1% |
| BLK BlackRock Inc. | 0.35% | 20,638 | $21.7M | Add +4.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.33% | 19,422 | $20.2M | Add +4.0% |
| AMGN Amgen Inc. | 0.32% | 70,322 | $19.6M | Add +14.1% |
| DHI D.R. Horton Inc. | 0.31% | 147,826 | $19.1M | Add +13.8% |
| FSLR First Solar Inc. | 0.31% | 113,153 | $18.7M | Add +11.3% |
| APD Air Products & Chemicals Inc. | 0.30% | 65,794 | $18.6M | Add +9.6% |
| BAB Invesco Taxable Municipal Bo | 0.30% | 681,581 | $18.1M | Reduce -8.0% |
| KO The Coca-Cola Co. | 0.27% | 235,234 | $16.6M | Add +4.0% |
| GOVT iShares US Treasury Bond ETF | 0.25% | 666,851 | $15.3M | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.22% | 124,612 | $13.8M | Add +27.5% |
| IYR iShares US Real Estate ETF | 0.20% | 128,337 | $12.2M | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.18% | 16,674 | $11.1M | Add +4.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 118,005 | $9.8M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.16% | 9,687 | $9.6M | Reduce -0.8% |
| XLP SS Consumer Staples Sel Sect | 0.15% | 117,071 | $9.5M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.15% | 16,445 | $9.3M | Reduce -4.0% |
| ULTA Ulta Beauty Inc. | 0.15% | 19,775 | $9.3M | Reduce -3.8% |
| QCOM Qualcomm Inc. | 0.14% | 54,471 | $8.7M | Reduce -1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 92,355 | $7.3M | Reduce -9.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.12% | 93,825 | $7.1M | Reduce -0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 85,676 | $7.0M | Reduce -6.0% |
| IGV iShares Expanded Tech-Softwa | 0.11% | 61,128 | $6.7M | Reduce -21.3% |
| INDA iShares MSCI India ETF | 0.11% | 119,378 | $6.6M | Add +11.6% |
| VCLT Vanguard Long-Term Corp. Bond | 0.10% | 81,693 | $6.2M | Reduce -11.0% |
| TIP iShares Tips Bond ETF | 0.09% | 50,811 | $5.6M | Add +20.0% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 38,836 | $5.3M | Add +105.3% |
| TXN Texas Instruments Inc. | 0.08% | 24,503 | $5.1M | Add +0.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 38,219 | $4.6M | Add +6.1% |
| HD Home Depot Inc. | 0.07% | 11,632 | $4.3M | Reduce -4.9% |
| SOXX iShares Semiconductor ETF | 0.07% | 16,785 | $4.0M | Reduce -18.1% |
| PG The Procter & Gamble Co. | 0.06% | 23,726 | $3.8M | Add +5.7% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 142,223 | $3.8M | Reduce -20.8% |
| IYE iShares U.S. Energy ETF | 0.06% | 82,709 | $3.7M | Add +1.8% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 44,499 | $3.7M | Reduce -12.0% |
| RL Ralph Lauren Corp. | 0.05% | 11,730 | $3.2M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.05% | 45,917 | $3.2M | Add +37.7% |
| PFE Pfizer Inc. | 0.05% | 124,200 | $3.0M | Add +10.1% |
| PEP Pepsico Inc. | 0.04% | 20,200 | $2.7M | Reduce -10.8% |
| SKYY First Trust Cloud Computing | 0.04% | 21,922 | $2.7M | Reduce -31.0% |
| SGOV iShares 0-3 Month Treasury B | 0.04% | 26,060 | $2.6M | Reduce -51.2% |
| REET iShares Global REIT ETF | 0.04% | 100,850 | $2.5M | Add +4.0% |
| T AT&T Inc. | 0.04% | 84,642 | $2.4M | Reduce -2.6% |
| EEM iShares MSCI Emerging Market | 0.04% | 47,876 | $2.3M | Add +4.4% |
| WCLD Wisdomtree Cloud Computing | 0.03% | 58,506 | $2.1M | Reduce -19.3% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 43,454 | $2.0M | Add +9.8% |
| KW Kennedy-Wilson Holdings Inc. | 0.03% | 272,238 | $2.0M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 19,666 | $1.8M | Add +12.6% |
| BOND PIMCO Active Bond Exchange-T | 0.03% | 18,030 | $1.7M | Reduce -0.3% |
| OMC Omnicom Group | 0.03% | 22,658 | $1.6M | Add +50.3% |
| IHI iShares U.S. Medical Devices | 0.02% | 24,150 | $1.5M | Reduce -6.8% |
| SYY Sysco Corp. | 0.02% | 17,808 | $1.3M | Reduce -13.5% |
| EMB iShares JP Morgan Usd Emergi | 0.02% | 14,295 | $1.3M | Reduce -5.9% |
| IEMG iShares Core MSCI Emerging | 0.02% | 19,513 | $1.2M | Add +1.9% |
| VNQ Vanguard Real Estate ETF | 0.02% | 12,525 | $1.1M | Add +6.6% |
| VHT Vanguard Health Care ETF | 0.02% | 4,336 | $1.1M | Add +8.8% |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 12,310 | $1.0M | Add +5.9% |
| GDX Vaneck Gold Miners ETF | 0.02% | 19,398 | $1.0M | Add +3.1% |
| PAVE Global X US Infrastructure | 0.02% | 22,672 | $988K | Reduce -22.3% |
| IBB iShares Biotechnology ETF | 0.02% | 7,497 | $948K | Add +23.7% |
| GIS General Mills Inc. | 0.01% | 17,152 | $889K | Reduce -14.8% |
| XLC SS Comm Select Sector SPDR | 0.01% | 7,824 | $849K | Reduce -27.6% |
| VZ Verizon Communications Inc. | 0.01% | 16,688 | $722K | Reduce -0.8% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 1,989 | $721K | Reduce -53.0% |
| DVY iShares Select Dividend ETF | 0.01% | 5,069 | $673K | Reduce -20.7% |
| MDLZ Mondelez International Inc. Class A | 0.01% | 9,126 | $615K | Reduce -16.5% |
| TTAN Servicetitan Inc. Class A | 0.01% | 5,091 | $546K | New |
| KMB Kimberly-Clark Corp. | 0.01% | 4,206 | $542K | Add +0.3% |
| ITW Illinois Tool Works | 0.01% | 2,175 | $538K | Reduce -13.4% |
| NFLX Netflix Inc. | 0.01% | 402 | $532K | Add +101.0% |
Options reported separately and not counted above: NVIDIA CORPORATION calls ($5.7M), ARM HOLDINGS PLC calls ($991K), MICRON TECHNOLOGY INC calls ($594K), ZSCALER INC calls ($524K), MICRON TECHNOLOGY INC puts ($398K), ADVANCED MICRO DEVICES INC calls ($306K), MARVELL TECHNOLOGY INC puts ($266K), TESLA INC calls ($249K), TESLA INC puts ($233K), ADVANCED MICRO DEVICES INC puts ($205K), SHOPIFY INC puts ($191K), BROADCOM INC puts ($174K), and 52 more.
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -34.5% | 11.51% | −6.35 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −4.57 |
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.1% | 0.86% | −0.08 |
| BAB Invesco Taxable Municipal Bo | Reduce -8.0% | 0.30% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -51.2% | 0.04% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -0.3% | 0.42% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.8% | 0.06% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.8% | 0.12% | −0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -11.0% | 0.10% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.6% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -10.8% | 0.04% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -21.3% | 0.11% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -6.0% | 0.11% | −0.02 |
| SKYY First Trust Cloud Computing | Reduce -31.0% | 0.04% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -12.0% | 0.06% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -53.0% | 0.01% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.14% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.16% | −0.01 |
| HD Home Depot Inc. | Reduce -4.9% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.0% | 0.15% | −0.01 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.01 |
| WCLD Wisdomtree Cloud Computing | Reduce -19.3% | 0.03% | −0.01 |
| HUM Humana Inc. | Reduce -72.3% | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -14.8% | 0.01% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -93.3% | 0.00% | −0.01 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.01 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.01 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.01 |
| SYY Sysco Corp. | Reduce -13.5% | 0.02% | −0.01 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -18.1% | 0.07% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -27.6% | 0.01% | −0.01 |
| T AT&T Inc. | Reduce -2.6% | 0.04% | −0.01 |
| GLW Corning Inc. | Sold out | 0.00% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -20.7% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -22.3% | 0.02% | −0.00 |
| IHI iShares U.S. Medical Devices | Reduce -6.8% | 0.02% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -5.9% | 0.02% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.5% | 0.01% | −0.00 |
| BOND PIMCO Active Bond Exchange-T | Reduce -0.3% | 0.03% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.00 |
| ITW Illinois Tool Works | Reduce -13.4% | 0.01% | −0.00 |
| FCX Freeport-McMoran Inc. | Reduce -77.5% | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.01% | −0.00 |
| MMM 3M Co. | Sold out | 0.00% | −0.00 |
| XLE SS Energy Select Sector | Reduce -56.3% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +492.2% | 7.91% | +6.43 |
| XLK SS Technology Select Sector | New | 2.27% | +2.27 |
| EWY iShares MSCI South Korea ETF | New | 0.80% | +0.80 |
| ANET Arista Networks Inc. | Add +1.9% | 0.79% | +0.13 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.87% | +0.13 |
| GE General Electric | Add +30.5% | 0.37% | +0.12 |
| GLD SPDR Gold Shares | Add +11.2% | 2.38% | +0.11 |
| XYZ Block Inc. | Add +0.0% | 1.01% | +0.10 |
| AXP American Express Co. | Add +28.1% | 0.39% | +0.10 |
| INTU Intuit Inc. | Add +6.7% | 0.55% | +0.10 |
| FSLR First Solar Inc. | Add +11.3% | 0.31% | +0.07 |
| AMZN Amazon.com Inc. | Add +5.7% | 0.74% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +5.1% | 0.74% | +0.04 |
| SDY SS SPDR S&P Dividend ETF | Add +105.3% | 0.09% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 0.60% | +0.04 |
| BSX Boston Scientific Corp. | Add +14.5% | 0.41% | +0.03 |
| KW Kennedy-Wilson Holdings Inc. | New | 0.03% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | Add +27.5% | 0.22% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +4.3% | 0.18% | +0.02 |
| CSCO Cisco Systems Inc. | Add +37.7% | 0.05% | +0.01 |
| BLK BlackRock Inc. | Add +4.8% | 0.35% | +0.01 |
| TTAN Servicetitan Inc. Class A | New | 0.01% | +0.01 |
| ALGN Align Technology Inc. | New | 0.01% | +0.01 |
| DHI D.R. Horton Inc. | Add +13.8% | 0.31% | +0.01 |
| INDA iShares MSCI India ETF | Add +11.6% | 0.11% | +0.01 |
| HCA HCA Healthcare Inc. | New | 0.01% | +0.01 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
| SNOW Snowflake Inc. | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | New | 0.01% | +0.01 |
| FXI iShares China Large-Cap ETF | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +101.0% | 0.01% | +0.01 |
| RL Ralph Lauren Corp. | Add +0.2% | 0.05% | +0.01 |
| TIP iShares Tips Bond ETF | Add +20.0% | 0.09% | +0.01 |
| KLAC KLA Corp. | New | 0.01% | +0.01 |
| ADSK Autodesk Inc. | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +8577.8% | 0.00% | +0.00 |
| OMC Omnicom Group | Add +50.3% | 0.03% | +0.00 |
| CHTR Charter Communications Inc. Class A | New | 0.00% | +0.00 |
| TGT Target Corp. | New | 0.00% | +0.00 |
| COP Conocophillips | New | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | Add +0.9% | 0.08% | +0.00 |
| ADBE Adobe Inc. | New | 0.00% | +0.00 |
| AMD Advanced Micro Devices | New | 0.00% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +12.6% | 0.03% | +0.00 |
| ORCL Oracle Corp. | New | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | New | 0.00% | +0.00 |
| AAPL Apple Inc. | Add +254.9% | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | Add +56.1% | 0.00% | +0.00 |
Options Activity Q1 2025 → Q2 2025
| NVIDIA CORPORATION | call | Add +102.1% | 319,454 | $5.7M |
| ARM HOLDINGS PLC | call | Add +56.4% | 35,200 | $991K |
| MICRON TECHNOLOGY INC | call | Add +975.0% | 43,000 | $594K |
| ZSCALER INC | call | Reduce -16.8% | 7,511 | $524K |
| MICRON TECHNOLOGY INC | put | Add +181.3% | 45,000 | $398K |
| ADVANCED MICRO DEVICES INC | call | New | 9,400 | $306K |
| MARVELL TECHNOLOGY INC | put | New | 25,000 | $266K |
| TESLA INC | call | New | 15,227 | $249K |
| TESLA INC | put | New | 6,000 | $233K |
| ADVANCED MICRO DEVICES INC | put | New | 22,000 | $205K |
| SHOPIFY INC | put | New | 20,000 | $191K |
| BROADCOM INC | put | Add +46.7% | 11,000 | $174K |
| TAIWAN SEMICONDUCTOR MANUFAC | put | Sold out | 10,000 | $169Kbefore exit |
| BROADCOM INC | call | Add +132.0% | 5,800 | $166K |
| MARVELL TECHNOLOGY INC | call | New | 10,000 | $166K |
| KLA CORP | put | New | 2,100 | $143K |
| LAM RESEARCH CORP | put | Add +212.5% | 25,000 | $135K |
| ARM HOLDINGS PLC | put | Add +237.5% | 13,500 | $134K |
| AMAZON COM INC | call | Reduce -21.1% | 14,776 | $125K |
| LAM RESEARCH CORP | call | Add +60.0% | 8,000 | $121K |
| INVESCO QQQ TR | put | Add +140.0% | 12,000 | $120K |
| ARISTA NETWORKS INC | put | Add +20.0% | 18,000 | $119K |
| TEXAS INSTRS INC | put | New | 11,000 | $117K |
| UNITEDHEALTH GROUP INC | put | Sold out | 7,500 | $115Kbefore exit |
| JPMORGAN CHASE & CO | put | Sold out | 7,000 | $110Kbefore exit |
| PALANTIR TECHNOLOGIES INC | put | New | 10,000 | $104K |
| CROWDSTRIKE HLDGS INC | put | Sold out | 3,000 | $101Kbefore exit |
| FREEPORT MCMORAN INC | put | New | 45,000 | $94K |
| CAPITAL ONE FINL CORP | put | Add +100.0% | 10,000 | $94K |
| ANALOG DEVICES INC | put | New | 9,000 | $92K |
| TEXAS INSTRS INC | call | New | 3,900 | $90K |
| ANALOG DEVICES INC | call | New | 2,200 | $88K |
| CARNIVAL CORP | put | New | 45,000 | $87K |
| FREEPORT MCMORAN INC | call | New | 10,600 | $79K |
| CONOCOPHILLIPS | put | New | 10,000 | $79K |
| META PLATFORMS INC | call | Add +10.8% | 3,070 | $75K |
| ARISTA NETWORKS INC | call | Reduce -16.7% | 5,000 | $75K |
| NVIDIA CORPORATION | put | New | 10,000 | $73K |
| CARNIVAL CORP | call | New | 12,400 | $65K |
| UBER TECHNOLOGIES INC | call | Add +100.0% | 7,399 | $64K |
| CORNING INC | put | Sold out | 20,000 | $61Kbefore exit |
| MORGAN STANLEY | put | New | 8,000 | $53K |
| APPLIED MATLS INC | call | Reduce -62.5% | 1,500 | $53K |
| KLA CORP | call | New | 300 | $51K |
| ZOOM COMMUNICATIONS INC | call | New | 10,549 | $49K |
| PALANTIR TECHNOLOGIES INC | call | New | 4,000 | $48K |
| ZSCALER INC | put | New | 7,000 | $47K |
| TWILIO INC | put | Sold out | 4,000 | $47Kbefore exit |
| MORGAN STANLEY | call | New | 2,500 | $47K |
| CROWDSTRIKE HLDGS INC | call | Reduce -48.0% | 1,007 | $42K |
Showing the first 50 of 70.
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 | 175 | $5.2B | ARES, SPY, JEF, QQQ, GLD |
| Q1 2026 | 167 | $4.9B | ARES, SPY, JEF, GLD, PSNY |
| Q4 2025 | 164 | $5.6B | ARES, JEF, SPY, GLD, AGG |
| Q3 2025 | 151 | $5.7B | ARES, JEF, SPY, QQQ, GLD |
| Q2 2025 | 163 | $6.1B | ARES, SPY, JEF, LQD, QQQ |
| Q1 2025 | 146 | $5.5B | ARES, SPY, JEF, IWF, QQQ |
| Q4 2024 | 134 | $7.5B | ARES, SPY, JEF, QQQ, VOO |
| Q3 2024Amended | 137 | $4.4B | ARES, JEF, SPY, CME, AGG |
| Q2 2024 | 142 | $3.2B | ARES, CME, LQD, AGG, GLD |
| Q1 2024 | 138 | $3.2B | ARES, ESGU, CME, XYZ, AGG |