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SYMMETRY PEAK MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$8M
Holdings
30
+24
New Purchases
26
Added To
1
Closed
1
Reduced
2
Top 10 Concentration
83.0%
Turnover
90.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ASML 18.80% 0.00% +18.80% $2M
TSLA 13.07% 0.00% +13.07% $1M
SNPS 9.00% 0.00% +9.00% $749K
SPOT 8.89% 0.00% +8.89% $739K
FBTC 7.94% 0.00% +7.94% $660K
IPX 7.33% 0.00% +7.33% $610K
CYBR 6.75% 0.00% +6.75% $561K
AMBA 4.66% 0.00% +4.66% $387K
MELI 3.77% 0.00% +3.77% $314K
TSLL 2.77% 0.00% +2.77% $230K
SNOW 2.66% 0.00% +2.66% $222K
SBUX 2.12% 0.00% +2.12% $176K
ALAB 1.90% 0.00% +1.90% $158K
CRDO 1.08% 0.00% +1.08% $90K
RKT 1.04% 0.00% +1.04% $86K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $3M 32.6%
Large Cap 17 $4M 49.4%
Mid Cap 8 $860K 10.3%
Small Cap 1 $610K 7.3%
Micro Cap 1 $25K 0.3%

Portfolio Analytics

Avg Market Cap
$128.8B
Median Market Cap
$29.8B
Avg P/E
104.5
Median P/E
77.4
Avg Dividend Yield
0.00%
Avg Beta
2.06
# Stocks
27
# ETFs / Funds
3

Top Holdings (30 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ASML 18.80% 1,950 $2M $801.39 +1,950 NEW
2 TSLA 13.07% 3,420 $1M $317.66 -$818K -3,927 -53.5%
3 SNPS 9.00% 1,460 $749K $512.68 +1,460 NEW
4 SPOT 8.89% 963 $739K $767.34 +963 NEW
5 FBTC 7.94% 7,020 $660K $93.99 +7,020 NEW
6 IPX 7.33% 19,355 $610K $31.50 +19,355 NEW
7 CYBR 6.75% 1,380 $561K $406.88 +1,380 NEW
8 AMBA 4.66% 5,860 $387K $66.07 +5,860 NEW
9 MELI 3.77% 120 $314K $2,613.63 +120 NEW
10 TSLL 2.77% 19,500 $230K $11.81 $184K +14,610 +298.8%
11 SNOW 2.66% 990 $222K $223.77 +990 NEW
12 SBUX 2.12% 1,920 $176K $91.63 +1,920 NEW
13 ALAB 1.90% 1,750 $158K $90.42 +1,750 NEW
14 CRDO 1.08% 970 $90K $92.59 +970 NEW
15 RKT 1.04% 6,100 $86K $14.18 +6,100 NEW
16 XMTR 0.99% 2,430 $82K $33.79 +2,430 NEW
17 GRAL 0.90% 1,460 $75K $51.42 +1,460 NEW
18 DASH 0.86% 290 $71K $246.51 +290 NEW
19 LITE 0.85% 740 $70K $95.06 +740 NEW
20 ORCL 0.76% 290 $63K $218.63 +290 NEW
21 CFLT 0.73% 2,440 $61K $24.93 +2,440 NEW
22 NET 0.68% 290 $57K $195.83 +290 NEW
23 ROKU 0.52% 490 $43K $87.89 -$3K -170 -25.8%
24 NVTS 0.40% 5,120 $34K $6.55 +5,120 NEW
25 SHOP 0.40% 290 $33K $115.35 +290 NEW
26 TEM 0.37% 490 $31K $63.54 +490 NEW
27 CLBR-WT 0.30% 12,220 $25K $2.05 +12,220 NEW
28 AMDL 0.25% 2,440 $21K $8.51 +2,440 NEW
29 YNDX 0.19% 290 $16K $55.33 +290 NEW
30 DOCU —% -$16K -200 -100.0% SOLD

Options Breakdown

65 Calls $183M Call Value 9 Puts $13M Put Value 0.07 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 195,400 $31M
TSLA 95,500 $30M
SNOW 92,900 $21M NEW
DASH 34,300 $8M
RBLX 56,200 $6M NEW
TSM 22,000 $5M NEW
MSTR 12,200 $5M NEW
SPOT 6,400 $5M NEW
CRDO 52,300 $5M NEW
ANET 47,100 $5M NEW

Top Puts

SymbolSharesValueStatus
TSLA 24,400 $8M
BX 17,200 $3M NEW
MRNA 29,400 $811K NEW
TSLL 48,900 $578K NEW
ARES 2,500 $433K NEW
APO 2,500 $355K NEW
KKR 2,500 $333K NEW
TPG 4,900 $257K NEW
PFE $0 SOLD

New Positions

SymbolValue% Port
ASML $2M 18.80%
SNPS $749K 9.00%
SPOT $739K 8.89%
FBTC $660K 7.94%
IPX $610K 7.33%
CYBR $561K 6.75%
AMBA $387K 4.66%
MELI $314K 3.77%
SNOW $222K 2.66%
SBUX $176K 2.12%
ALAB $158K 1.90%
CRDO $90K 1.08%
RKT $86K 1.04%
XMTR $82K 0.99%
GRAL $75K 0.90%

Sold Out Positions

SymbolValue% Port
DOCU —%
View SEC EDGAR Filings for SYMMETRY PEAK MANAGEMENT LLC →

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