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SYMMETRY PEAK MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$13M
+57.0%
Holdings
42
+12
New Purchases
13
Added To
5
Closed
23
Reduced
1
Top 10 Concentration
86.7%
Turnover
85.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 34.78% 13.07% +21.71% $5M
IWM 9.27% 0.00% +9.27% $1M
SNOW 8.57% 2.66% +5.90% $1M
SRFM 5.14% 0.00% +5.14% $671K
ZM 4.32% 0.00% +4.32% $564K
IPX 11.12% 7.33% +3.79% $1M
PCOR 3.56% 0.00% +3.56% $464K
DOCU 3.53% 0.00% +3.53% $461K
CAN 3.30% 0.00% +3.30% $431K
OPEN 2.61% 0.00% +2.61% $341K
CPNG 1.69% 0.00% +1.69% $220K
BLND 1.64% 0.00% +1.64% $214K
WTF 1.15% 0.00% +1.15% $151K
SBUX 3.15% 2.12% +1.03% $411K
GRO 1.01% 0.00% +1.01% $132K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ASML 2.08% 18.80% -16.72% $271K
SNPS 0.00% 9.00% -9.00% $0
SPOT 0.00% 8.89% -8.89% $0
FBTC 0.00% 7.94% -7.94% $0
CYBR 0.00% 6.75% -6.75% $0
AMBA 0.00% 4.66% -4.66% $0
MELI 0.00% 3.77% -3.77% $0
TSLL 0.00% 2.77% -2.77% $0
ALAB 0.00% 1.90% -1.90% $0
CRDO 0.00% 1.08% -1.08% $0
RKT 0.00% 1.04% -1.04% $0
XMTR 0.00% 0.99% -0.99% $0
GRAL 0.00% 0.90% -0.90% $0
DASH 0.00% 0.86% -0.86% $0
LITE 0.00% 0.85% -0.85% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $5M 38.4%
Large Cap 20 $4M 27.0%
Mid Cap 10 $1M 9.7%
Small Cap 3 $2M 13.4%
Micro Cap 6 $1M 11.4%

Portfolio Analytics

Avg Market Cap
$95.6B
Median Market Cap
$16.4B
Avg P/E
99.3
Median P/E
76.3
Avg Dividend Yield
0.00%
Avg Beta
1.96
# Stocks
38
# ETFs / Funds
4

Top Holdings (42 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSLA 34.78% 10,210 $5M $444.72 $3M +6,790 +198.5%
2 IPX 11.12% 29,425 $1M $49.35 $842K +10,070 +52.0%
3 IWM 9.27% 5,000 $1M $241.96 +5,000 NEW
4 SNOW 8.57% 4,960 $1M $225.55 $897K +3,970 +401.0%
5 SRFM 5.14% 156,410 $671K $4.29 +156,410 NEW
6 ZM 4.32% 6,840 $564K $82.50 +6,840 NEW
7 PCOR 3.56% 6,370 $464K $72.92 +6,370 NEW
8 DOCU 3.53% 6,400 $461K $72.09 +6,400 NEW
9 CAN 3.30% 488,800 $431K $0.88 +488,800 NEW
10 SBUX 3.15% 4,860 $411K $84.60 $235K +2,940 +153.1%
11 OPEN 2.61% 42,760 $341K $7.97 +42,760 NEW
12 ASML 2.08% 280 $271K $968.09 -$1M -1,670 -85.6%
13 CPNG 1.69% 6,840 $220K $32.20 +6,840 NEW
14 BLND 1.64% 58,660 $214K $3.65 +58,660 NEW
15 ORCL 1.57% 730 $205K $281.24 $142K +440 +151.7%
16 WTF 1.15% 24,440 $151K $6.17 +24,440 NEW
17 GRO 1.01% 48,900 $132K $2.69 +48,900 NEW
18 DUOT 0.83% 14,670 $108K $7.36 +14,670 NEW
19 BITF 0.69% 31,770 $90K $2.82 +31,770 NEW
20 SPOT —% -$739K -963 -100.0% SOLD
21 ROKU —% -$43K -490 -100.0% SOLD
22 CYBR —% -$561K -1,380 -100.0% SOLD
23 ALAB —% -$158K -1,750 -100.0% SOLD
24 LITE —% -$70K -740 -100.0% SOLD
25 GRAL —% -$75K -1,460 -100.0% SOLD
26 TEM —% -$31K -490 -100.0% SOLD
27 SNPS —% -$749K -1,460 -100.0% SOLD
28 AMBA —% -$387K -5,860 -100.0% SOLD
29 CFLT —% -$61K -2,440 -100.0% SOLD
30 RKT —% -$86K -6,100 -100.0% SOLD
31 XMTR —% -$82K -2,430 -100.0% SOLD
32 DASH —% -$71K -290 -100.0% SOLD
33 SHOP —% -$33K -290 -100.0% SOLD
34 YNDX —% -$16K -290 -100.0% SOLD
35 FBTC —% -$660K -7,020 -100.0% SOLD
36 TSLL —% -$230K -19,500 -100.0% SOLD
37 NVTS —% -$34K -5,120 -100.0% SOLD
38 MELI —% -$314K -120 -100.0% SOLD
39 AMDL —% -$21K -2,440 -100.0% SOLD
40 CRDO —% -$90K -970 -100.0% SOLD
41 NET —% -$57K -290 -100.0% SOLD
42 CLBR-WT —% -$25K -12,220 -100.0% SOLD

Options Breakdown

109 Calls $320M Call Value 25 Puts $131M Put Value 0.41 P/C Ratio

Top Calls

SymbolSharesValueStatus
TSLA 219,900 $98M
NVDA 340,000 $63M
SNOW 73,400 $17M
SHOP 106,600 $16M
YNDX 70,900 $8M
BIDU 56,800 $7M NEW
CRWV 48,900 $7M
MU 39,100 $7M NEW
FBTC 64,500 $6M NEW
TSLL 278,500 $6M

Top Puts

SymbolSharesValueStatus
QQQ 59,200 $36M NEW
TSLA 48,000 $21M
SPY 29,400 $20M NEW
BIDU 112,500 $15M NEW
AMZN 29,300 $6M NEW
FBTC 61,300 $6M NEW
YNDX 34,300 $4M NEW
HOOD 24,500 $4M NEW
SNOW 14,700 $3M NEW
SHOP 19,500 $3M NEW

New Positions

SymbolValue% Port
IWM $1M 9.27%
SRFM $671K 5.14%
ZM $564K 4.32%
PCOR $464K 3.56%
DOCU $461K 3.53%
CAN $431K 3.30%
OPEN $341K 2.61%
CPNG $220K 1.69%
BLND $214K 1.64%
WTF $151K 1.15%
GRO $132K 1.01%
DUOT $108K 0.83%
BITF $90K 0.69%

Sold Out Positions

SymbolValue% Port
SPOT —%
RKT —%
CRDO —%
AMDL —%
GRAL —%
ALAB —%
DASH —%
MELI —%
FBTC —%
NET —%
LITE —%
SHOP —%
ROKU —%
NVTS —%
TSLL —%
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