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GSA CAPITAL PARTNERS LLP

STRATTON HOUSE 5 STRATTON STREET, LONDON, X0 W1J 8LA • 0011 44 207 959 8800

Q4 2025 · Filed 2026-02-06
Market Value
$1.1B
-4.4%
Holdings
2,072
-36
New Purchases
538
Added To
500
Closed
539
Reduced
486
Top 10 Concentration
4.3%
Turnover
52.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FLOT 0.62% 0.00% +0.62% $7M
VCSH 0.43% 0.00% +0.43% $5M
RELY 0.45% 0.03% +0.41% $5M
LNG 0.41% 0.02% +0.39% $5M
MBLY 0.39% 0.05% +0.33% $4M
PFE 0.36% 0.08% +0.28% $4M
DK 0.32% 0.04% +0.28% $4M
CARR 0.25% 0.00% +0.25% $3M
KTB 0.25% 0.00% +0.25% $3M
ZBRA 0.27% 0.02% +0.25% $3M
UNM 0.23% 0.00% +0.23% $3M
STNG 0.29% 0.06% +0.23% $3M
PLYM 0.22% 0.00% +0.22% $3M
MET 0.22% 0.00% +0.22% $2M
AVA 0.25% 0.04% +0.22% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACN 0.03% 0.48% -0.45% $379K
SFM 0.07% 0.45% -0.38% $785K
JEF 0.00% 0.32% -0.32% $0
QRVO 0.02% 0.34% -0.32% $212K
NUVB 0.01% 0.33% -0.32% $126K
FYBR 0.00% 0.31% -0.31% $0
INFA 0.00% 0.30% -0.30% $0
TJX 0.02% 0.29% -0.27% $253K
GM 0.02% 0.27% -0.26% $206K
CRVS 0.01% 0.25% -0.24% $109K
BMY 0.00% 0.24% -0.24% $0
SMLR 0.00% 0.23% -0.23% $0
TSN 0.00% 0.22% -0.22% $0
CMCSA 0.02% 0.24% -0.22% $235K
UAL 0.09% 0.30% -0.21% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 26.6%
Technology 13.0%
Industrials 12.9%
Healthcare 12.5%
Consumer Cyclical 10.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 56 $60M 5.3%
Large Cap 460 $280M 25.0%
Mid Cap 569 $342M 30.6%
Small Cap 662 $339M 30.3%
Micro Cap 325 $98M 8.8%

Portfolio Analytics

Avg Market Cap
$36.9B
Median Market Cap
$2.3B
Avg P/E
31.5
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,019
# ETFs / Funds
53

Top Holdings (2,072 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FLOT 0.62% 137,329 $7M $50.86 +137,329 NEW
2 NVDA 0.57% 34,066 $6M $186.49 $2M +11,407 +50.3%
3 RELY 0.45% 361,033 $5M $13.80 $5M +338,244 +1484.2%
4 VCSH 0.43% 60,570 $5M $79.73 +60,570 NEW
5 LNG 0.41% 23,812 $5M $194.40 $4M +22,594 +1855.0%
6 MBLY 0.39% 412,488 $4M $10.44 $4M +369,330 +855.8%
7 EOG 0.37% 39,379 $4M $105.01 $255K +4,775 +13.8%
8 PFE 0.36% 161,114 $4M $24.90 $3M +124,411 +339.0%
9 MTCH 0.35% 122,668 $4M $32.29 $2M +72,416 +144.1%
10 FRO 0.33% 167,957 $4M $21.82 $2M +82,248 +96.0%
11 TPC 0.32% 53,367 $4M $67.03 $2M +22,631 +73.6%
12 DK 0.32% 120,119 $4M $29.66 $3M +105,601 +727.4%
13 ALL 0.31% 16,908 $4M $208.13 $2M +11,287 +200.8%
14 MSFT 0.30% 6,986 $3M $483.68 -$1M -2,310 -24.9%
15 COST 0.30% 3,911 $3M $862.44 $1M +1,373 +54.1%
16 STNG 0.29% 63,171 $3M $50.83 $3M +50,902 +414.9%
17 HOLX 0.28% 41,554 $3M $74.48 $2M +25,896 +165.4%
18 ZBRA 0.27% 12,591 $3M $242.79 $3M +11,613 +1187.4%
19 TBLA 0.27% 662,927 $3M $4.61 -$78K -256,127 -27.9%
20 GOOGL 0.27% 9,699 $3M $313.02 $118K -2,304 -19.2%
21 GLNG 0.27% 81,431 $3M $37.21 $59K +7,905 +10.8%
22 JXN 0.27% 28,289 $3M $106.65 $2M +19,563 +224.2%
23 LPG 0.27% 122,133 $3M $24.34 $317K +32,996 +37.0%
24 NMIH 0.26% 72,511 $3M $40.79 $714K +13,971 +23.9%
25 OZK 0.26% 62,139 $3M $46.03 $754K +20,821 +50.4%
26 CALX 0.25% 53,867 $3M $52.93 $2M +33,691 +167.0%
27 CARR 0.25% 53,748 $3M $52.84 +53,748 NEW
28 AON 0.25% 8,007 $3M $352.94 $2M +5,115 +176.9%
29 AVA 0.25% 73,183 $3M $38.53 $2M +62,265 +570.3%
30 NWSA 0.25% 107,835 $3M $26.12 $2M +65,627 +155.5%
31 KTB 0.25% 46,002 $3M $61.08 +46,002 NEW
32 IHS 0.25% 374,362 $3M $7.46 $994K +110,510 +41.9%
33 CNA 0.25% 58,293 $3M $47.74 $1M +24,818 +74.1%
34 TMUS 0.25% 13,699 $3M $203.01 $2M +9,147 +200.9%
35 TSLA 0.25% 6,104 $3M $449.71 -$2M -4,514 -42.5%
36 QFIN 0.24% 139,376 $3M $19.27 $2M +119,036 +585.2%
37 AMZN 0.23% 11,372 $3M $230.83 $208K +365 +3.3%
38 AAPL 0.23% 9,597 $3M $271.86 -$790K -3,751 -28.1%
39 UNM 0.23% 33,124 $3M $77.50 +33,124 NEW
40 PLYM 0.22% 114,898 $3M $21.88 +114,898 NEW
41 BKNG 0.22% 465 $2M $5,354.84 $978K +185 +66.1%
42 MTRX 0.22% 212,213 $2M $11.70 $2M +175,788 +482.6%
43 MET 0.22% 31,152 $2M $78.94 +31,152 NEW
44 IOVA 0.21% 872,985 $2M $2.73 $2M +793,763 +1002.0%
45 PDD 0.21% 20,700 $2M $113.38 $2M +16,134 +353.4%
46 CRTO 0.21% 112,123 $2M $20.61 $2M +92,436 +469.5%
47 RBLX 0.20% 28,186 $2M $81.03 $681K +16,615 +143.6%
48 INT 0.20% 96,774 $2M $23.43 $1M +48,048 +98.6%
49 IPI 0.20% 81,001 $2M $27.73 -$413K -5,944 -6.8%
50 MU 0.20% 7,795 $2M $285.44 $2M +4,971 +176.0%
51 BRBR 0.20% 82,753 $2M $26.73 -$170K +17,221 +26.3%
52 DTE 0.20% 17,102 $2M $128.99 +17,102 NEW
53 UNH 0.20% 6,673 $2M $330.14 $1M +4,472 +203.2%
54 BXSL 0.20% 83,464 $2M $26.33 +83,464 NEW
55 LAND 0.20% 239,733 $2M $9.15 $1M +153,375 +177.6%
56 AAL 0.20% 142,407 $2M $15.33 +142,407 NEW
57 COMM 0.20% 120,340 $2M $18.13 $2M +83,894 +230.2%
58 LQDA 0.19% 63,176 $2M $34.49 $1M +24,555 +63.6%
59 CNC 0.19% 52,904 $2M $41.15 $298K +230 +0.4%
60 BBVA 0.19% 93,359 $2M $23.31 +93,359 NEW
61 PLXS 0.19% 14,638 $2M $147.01 $1M +8,999 +159.6%
62 AVGO 0.19% 6,216 $2M $346.04 $264K +497 +8.7%
63 TOST 0.19% 60,259 $2M $35.51 -$216K -4,282 -6.6%
64 MNSO 0.19% 113,895 $2M $18.75 -$226K +8,918 +8.5%
65 FLR 0.19% 53,518 $2M $39.63 +53,518 NEW
66 STKL 0.19% 556,816 $2M $3.80 $160K +222,977 +66.8%
67 NTST 0.19% 119,803 $2M $17.64 -$901K -47,082 -28.2%
68 AUPH 0.19% 131,948 $2M $15.95 $2M +120,484 +1051.0%
69 JBLU 0.19% 462,258 $2M $4.55 $1M +300,522 +185.8%
70 CPA 0.19% 17,397 $2M $120.60 -$253K -2,389 -12.1%
71 NTLA 0.19% 233,080 $2M $8.99 $798K +157,989 +210.4%
72 LEVI 0.19% 100,722 $2M $20.74 -$49K +8,978 +9.8%
73 ABC 0.19% 6,177 $2M $337.70 +6,177 NEW
74 POR 0.19% 43,282 $2M $47.99 $2M +37,758 +683.5%
75 ATYR 0.18% 2,630,638 $2M $0.78 $2M +1,923,907 +272.2%
76 UBER 0.18% 25,155 $2M $81.69 -$206K +2,073 +9.0%
77 UAA 0.18% 413,053 $2M $4.97 $2M +352,436 +581.4%
78 HUYA 0.18% 712,468 $2M $2.88 $840K +348,419 +95.7%
79 CNR 0.18% 23,125 $2M $88.52 -$181K -3,563 -13.3%
80 GLBE 0.18% 51,856 $2M $39.30 $918K +20,539 +65.6%
81 BAP 0.18% 7,053 $2M $286.97 $2M +5,548 +368.6%
82 IIIN 0.18% 63,800 $2M $31.68 $630K +27,525 +75.9%
83 RYAM 0.18% 342,135 $2M $5.89 $670K +155,902 +83.7%
84 AVT 0.18% 41,830 $2M $48.08 $1M +30,052 +255.2%
85 MOMO 0.18% 305,465 $2M $6.55 -$969K -94,798 -23.7%
86 ARLO 0.18% 141,372 $2M $13.99 $2M +119,857 +557.1%
87 VST 0.18% 12,215 $2M $161.36 $1M +8,792 +256.9%
88 VITL 0.18% 61,559 $2M $31.94 -$1M -21,188 -25.6%
89 PG 0.18% 13,663 $2M $143.31 $2M +10,921 +398.3%
90 ADP 0.17% 7,546 $2M $257.22 +7,546 NEW
91 UCB 0.17% 62,180 $2M $31.22 +62,180 NEW
92 MAGN 0.17% 128,095 $2M $15.14 $2M +115,062 +882.9%
93 IRWD 0.17% 571,613 $2M $3.37 $2M +262,084 +84.7%
94 BRKS 0.17% 57,731 $2M $33.26 $2M +47,824 +482.7%
95 LC 0.17% 99,656 $2M $18.94 -$738K -73,129 -42.3%
96 DHT 0.17% 154,496 $2M $12.21 -$449K -40,942 -20.9%
97 PRI 0.17% 7,293 $2M $258.33 +7,293 NEW
98 CRBG 0.17% 61,643 $2M $30.17 +61,643 NEW
99 AMP 0.17% 3,781 $2M $490.35 +3,781 NEW
100 MEI 0.17% 278,463 $2M $6.64 -$996K -98,314 -26.1%

New Positions

SymbolValue% Port
FLOT $7M 0.62%
VCSH $5M 0.43%
CARR $3M 0.25%
KTB $3M 0.25%
UNM $3M 0.23%
PLYM $3M 0.22%
MET $2M 0.22%
DTE $2M 0.20%
BXSL $2M 0.20%
AAL $2M 0.20%
BBVA $2M 0.19%
FLR $2M 0.19%
ABC $2M 0.19%
UCB $2M 0.17%
ADP $2M 0.17%

Sold Out Positions

SymbolValue% Port
UAMY —%
EXPD —%
ALB —%
APAM —%
RSI —%
AR —%
DY —%
MANU —%
ALSN —%
ARES —%
DECK —%
HRTG —%
AA —%
CODI —%
UI —%
View SEC EDGAR Filings for GSA CAPITAL PARTNERS LLP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms