— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

PEAK6 LLC

Q2 2025 · Filed 2026-03-26
Market Value
$2.6B
+2.3%
Holdings
1,005
-49
New Purchases
269
Added To
188
Closed
297
Reduced
222
Top 10 Concentration
39.2%
Turnover
56.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 12.45% 0.04% +12.41% $322M
TSLA 4.68% 0.00% +4.68% $121M
GS 4.75% 0.22% +4.53% $123M
HOOD 5.72% 1.91% +3.81% $148M
ORCL 2.75% 0.21% +2.54% $71M
AVGO 2.59% 0.08% +2.51% $67M
BABA 2.09% 0.00% +2.09% $54M
IBKR 1.58% 0.00% +1.58% $41M
PDD 1.36% 0.00% +1.36% $35M
PEP 1.12% 0.00% +1.12% $29M
LULU 1.06% 0.05% +1.01% $27M
HLT 1.24% 0.24% +1.00% $32M
XLU 0.93% 0.06% +0.87% $24M
SLV 0.77% 0.00% +0.77% $20M
REGN 0.75% 0.00% +0.75% $20M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSM 0.00% 10.64% -10.64% $1K
QQQ 0.00% 9.54% -9.54% $1K
ARM 0.00% 4.95% -4.95% $0
NVDA 0.00% 1.96% -1.96% $0
DELL 0.00% 1.82% -1.82% $0
MSTR 0.00% 1.76% -1.76% $1K
AMD 0.00% 1.47% -1.47% $611
MSFT 0.00% 1.11% -1.11% $2K
AMZN 0.00% 1.08% -1.08% $628
BA 0.00% 1.00% -1.00% $0
GE 0.00% 0.99% -0.99% $0
MDB 0.48% 1.46% -0.97% $13M
PINS 0.00% 0.94% -0.94% $126K
GOOGL 0.00% 0.93% -0.93% $0
COIN 0.00% 0.87% -0.87% $766

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $601M 23.2%
Large Cap 443 $1.6B 61.8%
Mid Cap 322 $317M 12.2%
Small Cap 145 $68M 2.6%
Micro Cap 36 $5M 0.2%

Portfolio Analytics

Avg Market Cap
$72.7B
Median Market Cap
$10.0B
Avg P/E
36.2
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
1.16
# Stocks
975
# ETFs / Funds
30

Top Holdings (1,005 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRWV 12.45% 8,688,502 $322M $37.10 $321M +8,664,002 +35363.3%
2 HOOD 5.72% 1,582,931 $148M $93.63 $100M +420,004 +36.1%
3 GS 4.75% 173,933 $123M $707.75 $117M +163,672 +1595.1%
4 TSLA 4.68% 381,351 $121M $317.66 +381,351 NEW
5 ORCL 2.75% 326,018 $71M $218.63 $66M +288,100 +759.8%
6 AVGO 2.59% 243,275 $67M $275.65 $65M +231,222 +1918.4%
7 BABA 2.09% 476,571 $54M $113.41 +476,571 NEW
8 IBKR 1.58% 738,981 $41M $55.41 +738,981 NEW
9 PDD 1.36% 336,610 $35M $104.66 +336,610 NEW
10 AXP 1.26% 102,078 $33M $318.98 -$17M -82,603 -44.7%
11 HLT 1.24% 120,625 $32M $266.34 $26M +93,729 +348.5%
12 BKNG 1.20% 5,380 $31M $5,789.78 $3M -631 -10.5%
13 PEP 1.12% 219,760 $29M $132.04 +219,760 NEW
14 NKE 1.06% 387,712 $28M $71.04 -$11M -222,449 -36.5%
15 LULU 1.06% 115,388 $27M $237.58 $26M +110,754 +2390.0%
16 KRE 0.97% 423,368 $25M $59.39 $12M +187,886 +79.8%
17 XLU 0.93% 295,034 $24M $81.66 $23M +275,045 +1376.0%
18 ADBE 0.91% 60,701 $23M $386.88 -$4M -10,033 -14.2%
19 IWM 0.88% 106,113 $23M $215.79 -$1M -16,039 -13.1%
20 CTAS 0.86% 99,887 $22M $222.87 $11M +43,362 +76.7%
21 TPR 0.83% 244,940 $22M $87.81 $4M -3,464 -1.4%
22 SLV 0.77% 606,386 $20M $32.81 +606,386 NEW
23 REGN 0.75% 37,230 $20M $525.01 +37,230 NEW
24 EAT 0.71% 101,872 $18M $180.33 $10M +44,077 +76.3%
25 WMT 0.70% 184,108 $18M $97.78 +184,108 NEW
26 BIDU 0.68% 204,337 $18M $85.76 $15M +172,828 +548.5%
27 TLT 0.67% 196,041 $17M $88.25 $2M +27,456 +16.3%
28 MS 0.66% 121,873 $17M $140.86 $2M -4,445 -3.5%
29 CRM 0.64% 60,943 $17M $272.69 $6M +19,847 +48.3%
30 TWLO 0.63% 130,869 $16M $124.36 -$51K -35,875 -21.5%
31 PWR 0.63% 43,023 $16M $378.08 $10M +16,861 +64.5%
32 NVT 0.62% 220,529 $16M $73.25 $13M +152,316 +223.3%
33 APP 0.59% 43,412 $15M $350.08 +43,412 NEW
34 ELF 0.57% 118,618 $15M $124.44 +118,618 NEW
35 KWEB 0.56% 425,518 $15M $34.33 $11M +313,091 +278.5%
36 C 0.56% 170,682 $15M $85.12 +170,682 NEW
37 BURL 0.53% 59,144 $14M $232.64 $3M +14,934 +33.8%
38 WFC 0.53% 170,297 $14M $80.12 $8M +85,452 +100.7%
39 SMCI 0.53% 278,239 $14M $49.01 -$4M -225,133 -44.7%
40 VRTX 0.52% 30,456 $14M $445.20 $6M +14,990 +96.9%
41 CIEN 0.52% 166,306 $14M $81.33 +166,306 NEW
42 LUV 0.52% 415,366 $13M $32.44 $10M +308,104 +287.2%
43 MAR 0.51% 48,201 $13M $273.21 $13M +48,199 +2409950.0%
44 EVR 0.50% 48,396 $13M $270.02 $11M +38,786 +403.6%
45 SLB 0.50% 381,480 $13M $33.80 $9M +288,282 +309.3%
46 MRVL 0.49% 163,632 $13M $77.40 -$2M -69,898 -29.9%
47 TGT 0.49% 127,541 $13M $98.65 -$10M -84,468 -39.8%
48 MDB 0.48% 59,669 $13M $209.99 -$24M -150,682 -71.6%
49 KKR 0.48% 92,800 $12M $133.03 +92,800 NEW
50 HII 0.46% 49,547 $12M $241.46 $5M +14,289 +40.5%
51 PYPL 0.46% 160,154 $12M $74.32 -$315K -27,084 -14.5%
52 WYNN 0.40% 111,939 $10M $93.67 $6M +58,761 +110.5%
53 JEF 0.40% 187,557 $10M $54.69 $7M +135,905 +263.1%
54 HUBS 0.39% 18,171 $10M $556.64 $7M +13,231 +267.8%
55 BP 0.38% 329,982 $10M $29.93 $4M +157,428 +91.2%
56 XBI 0.38% 118,991 $10M $82.93 $57K -1,985 -1.6%
57 GLD 0.36% 30,500 $9M $304.83 $9M +30,497 +1016566.7%
58 CARR 0.35% 125,184 $9M $73.19 +125,184 NEW
59 ADI 0.35% 37,657 $9M $238.02 +37,657 NEW
60 MRNA 0.33% 314,138 $9M $27.59 $1M +48,888 +18.4%
61 SBUX 0.33% 92,528 $8M $91.63 $3M +37,498 +68.1%
62 RIOT 0.33% 746,082 $8M $11.30 $3M +38,616 +5.5%
63 GME 0.32% 339,131 $8M $24.39 +339,131 NEW
64 NOW 0.32% 8,028 $8M $1,028.05 $20K -2,313 -22.4%
65 BX 0.32% 54,984 $8M $149.58 -$850K -9,937 -15.3%
66 STM 0.31% 266,464 $8M $30.41 $2M -18,685 -6.5%
67 IREN 0.31% 548,414 $8M $14.57 $6M +230,088 +72.3%
68 LYV 0.30% 52,103 $8M $151.28 -$692K -13,562 -20.6%
69 AKAM 0.30% 97,209 $8M $79.76 $6M +71,206 +273.8%
70 CYBR 0.30% 18,996 $8M $406.89 $7M +15,371 +424.0%
71 EQH 0.30% 137,452 $8M $56.10 +137,452 NEW
72 AAL 0.29% 668,549 $8M $11.22 $377K -6,700 -1.0%
73 HPE 0.29% 364,390 $7M $20.45 $7M +353,573 +3268.7%
74 ABG 0.29% 31,186 $7M $238.54 $7M +31,184 +1559200.0%
75 J 0.28% 55,844 $7M $131.45 +55,844 NEW
76 OXY 0.27% 169,199 $7M $42.01 -$3M -40,191 -19.2%
77 NVO 0.27% 101,570 $7M $69.02 -$11M -155,213 -60.5%
78 VPG 0.27% 245,666 $7M $28.10 +245,666 NEW
79 NEM 0.26% 114,714 $7M $58.26 $4M +56,444 +96.9%
80 UBER 0.25% 70,050 $7M $93.30 -$14M -205,713 -74.6%
81 TKO 0.25% 35,060 $6M $181.95 +35,060 NEW
82 FXI 0.24% 168,676 $6M $36.76 +168,676 NEW
83 CPB 0.23% 198,142 $6M $30.65 +198,142 NEW
84 BN 0.23% 96,051 $6M $61.85 +96,051 NEW
85 BBY 0.23% 87,884 $6M $67.13 +87,884 NEW
86 GRAB 0.23% 1,169,932 $6M $5.03 $1M +138,841 +13.5%
87 HAL 0.23% 288,505 $6M $20.38 $4M +221,331 +329.5%
88 0YY7.L 0.23% 566,224 $6M $10.35 -$300K -132,208 -18.9%
89 UNH 0.23% 18,784 $6M $311.98 $6M +18,782 +939100.0%
90 FLG 0.22% 528,052 $6M $10.60 +528,052 NEW
91 ENPH 0.21% 137,544 $5M $39.65 $326K +54,914 +66.5%
92 JD 0.21% 166,395 $5M $32.64 $401K +44,059 +36.0%
93 VAL 0.21% 128,261 $5M $42.11 +128,261 NEW
94 WING 0.21% 15,994 $5M $336.74 +15,994 NEW
95 SITM 0.20% 24,689 $5M $213.08 $3M +7,702 +45.3%
96 DOV 0.20% 27,957 $5M $183.23 +27,957 NEW
97 INTC 0.20% 225,607 $5M $22.40 -$2M -91,132 -28.8%
98 CRDO 0.20% 54,554 $5M $92.59 +54,554 NEW
99 LDOS 0.19% 31,526 $5M $157.76 $3M +14,816 +88.7%
100 VZ 0.19% 111,651 $5M $43.27 +111,651 NEW

Options Breakdown

1,351 Calls $30.5B Call Value 1,159 Puts $20.5B Put Value 0.67 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 11,870,300 $1.9B
META 1,581,100 $1.2B
QQQ 1,976,100 $1.1B
MSFT 2,045,800 $1.0B
COIN 2,469,200 $865M
TSLA 2,205,300 $701M
ARM 3,563,600 $576M
MSTR 1,367,600 $553M
TSM 2,249,000 $509M
AMD 3,579,700 $508M

Top Puts

SymbolSharesValueStatus
NVDA 10,916,700 $1.7B
TSLA 4,829,800 $1.5B
QQQ 1,421,300 $784M
TSM 3,252,800 $737M
MSTR 1,593,800 $644M
COIN 1,541,900 $540M
META 729,900 $539M
AMD 2,511,900 $356M
CRWD 697,400 $355M
MSFT 703,000 $350M

New Positions

SymbolValue% Port
TSLA $121M 4.68%
BABA $54M 2.09%
IBKR $41M 1.58%
PDD $35M 1.36%
PEP $29M 1.12%
SLV $20M 0.77%
REGN $20M 0.75%
WMT $18M 0.70%
APP $15M 0.59%
ELF $15M 0.57%
C $15M 0.56%
CIEN $14M 0.52%
KKR $12M 0.48%
CARR $9M 0.35%
ADI $9M 0.35%

Sold Out Positions

SymbolValue% Port
ABT —%
CPA —%
HRB —%
IBP —%
AIR —%
ACI —%
DIS —%
RH —%
TMHC —%
ARMK —%
EMN —%
FDX —%
GEL —%
GWRE —%
AA —%
View SEC EDGAR Filings for PEAK6 LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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