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Asset Manager ← All Institutions

PEAK6 LLC

Q3 2025 · Filed 2026-03-31
Market Value
$3.6B
+37.4%
Holdings
984
-21
New Purchases
276
Added To
193
Closed
294
Reduced
194
Top 10 Concentration
34.4%
Turnover
57.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 2.97% 0.00% +2.97% $106M
MSTR 2.72% 0.00% +2.72% $97M
META 2.52% 0.00% +2.52% $90M
GOOGL 2.17% 0.00% +2.17% $77M
SMH 2.04% 0.00% +2.04% $73M
AMZN 1.64% 0.00% +1.64% $58M
AVGO 4.13% 2.59% +1.55% $147M
AAPL 1.00% 0.00% +1.00% $35M
DUOL 0.95% 0.01% +0.93% $34M
NFLX 0.91% 0.00% +0.91% $33M
ARM 0.86% 0.00% +0.86% $31M
BMNR 0.84% 0.00% +0.84% $30M
JPM 0.93% 0.17% +0.76% $33M
DKNG 0.74% 0.00% +0.74% $26M
MSFT 0.63% 0.00% +0.63% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 1.02% 5.72% -4.70% $36M
CRWV 7.92% 12.45% -4.53% $282M
BABA 0.00% 2.09% -2.09% $0
TSLA 3.20% 4.68% -1.47% $114M
PDD 0.09% 1.36% -1.27% $3M
PEP 0.00% 1.12% -1.12% $0
XLU 0.00% 0.93% -0.93% $0
GS 3.92% 4.75% -0.83% $140M
SLV 0.00% 0.77% -0.77% $0
CTAS 0.10% 0.86% -0.76% $4M
EAT 0.00% 0.71% -0.71% $0
BIDU 0.00% 0.68% -0.68% $0
TLT 0.00% 0.67% -0.67% $0
HLT 0.58% 1.24% -0.66% $21M
APP 0.00% 0.59% -0.59% $951

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 53 $1.2B 34.3%
Large Cap 446 $1.9B 53.2%
Mid Cap 299 $345M 9.7%
Small Cap 144 $87M 2.5%
Micro Cap 42 $12M 0.3%

Portfolio Analytics

Avg Market Cap
$70.9B
Median Market Cap
$10.4B
Avg P/E
35.9
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
1.18
# Stocks
954
# ETFs / Funds
30

Top Holdings (984 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRWV 7.92% 2,059,361 $282M $136.85 -$41M -6,629,141 -76.3%
2 AVGO 4.13% 446,009 $147M $329.91 $80M +202,734 +83.3%
3 GS 3.92% 175,295 $140M $796.35 $16M +1,362 +0.8%
4 TSLA 3.20% 256,292 $114M $444.72 -$7M -125,059 -32.8%
5 QQQ 2.97% 176,193 $106M $600.37 $106M +176,191 +8809550.0%
6 ORCL 2.81% 355,638 $100M $281.24 $29M +29,620 +9.1%
7 MSTR 2.72% 300,454 $97M $322.21 $97M +300,451 +10015033.3%
8 META 2.52% 122,072 $90M $734.38 $90M +122,071 +12207100.0%
9 GOOGL 2.17% 317,531 $77M $243.10 +317,531 NEW
10 SMH 2.04% 222,741 $73M $326.36 +222,741 NEW
11 AMZN 1.64% 266,116 $58M $219.57 $58M +266,113 +8870433.3%
12 IBKR 1.43% 739,573 $51M $68.81 $10M +592 +0.1%
13 ADBE 1.21% 121,750 $43M $352.75 $19M +61,049 +100.6%
14 C 1.12% 393,095 $40M $101.50 $25M +222,413 +130.3%
15 HOOD 1.02% 254,370 $36M $143.18 -$112M -1,328,561 -83.9%
16 AAPL 1.00% 139,200 $35M $254.63 +139,200 NEW
17 MRVL 0.98% 415,125 $35M $84.07 $22M +251,493 +153.7%
18 TPR 0.97% 305,000 $35M $113.22 $13M +60,060 +24.5%
19 DUOL 0.95% 104,573 $34M $321.84 $33M +103,648 +11205.2%
20 JPM 0.93% 104,857 $33M $315.43 $29M +89,598 +587.2%
21 NKE 0.92% 470,966 $33M $69.73 $5M +83,254 +21.5%
22 NFLX 0.91% 27,146 $33M $1,198.94 +27,146 NEW
23 NVT 0.87% 312,922 $31M $98.64 $15M +92,393 +41.9%
24 ARM 0.86% 217,068 $31M $141.49 +217,068 NEW
25 BKNG 0.85% 5,571 $30M $5,399.27 -$1M +191 +3.5%
26 BMNR 0.84% 572,869 $30M $51.93 +572,869 NEW
27 UNH 0.77% 79,435 $27M $345.30 $22M +60,651 +322.9%
28 AXP 0.77% 82,249 $27M $332.16 -$5M -19,829 -19.4%
29 CRM 0.74% 111,503 $26M $237.00 $10M +50,560 +83.0%
30 DKNG 0.74% 706,374 $26M $37.40 +706,374 NEW
31 LITE 0.73% 159,993 $26M $162.71 $21M +111,231 +228.1%
32 LULU 0.73% 145,046 $26M $177.93 -$2M +29,658 +25.7%
33 SMCI 0.70% 517,702 $25M $47.94 $11M +239,463 +86.1%
34 SNDK 0.68% 214,948 $24M $112.20 $22M +166,410 +342.8%
35 KRE 0.68% 380,963 $24M $63.30 -$1M -42,405 -10.0%
36 WYNN 0.67% 185,018 $24M $128.27 $13M +73,079 +65.3%
37 MSFT 0.63% 43,486 $23M $517.95 $23M +43,483 +1449433.3%
38 FCX 0.61% 549,869 $22M $39.22 +549,869 NEW
39 IWM 0.59% 87,400 $21M $241.96 -$2M -18,713 -17.6%
40 HLT 0.58% 80,098 $21M $259.44 -$11M -40,527 -33.6%
41 CLS 0.58% 83,389 $21M $246.38 +83,389 NEW
42 INTC 0.55% 585,520 $20M $33.55 $15M +359,913 +159.5%
43 HWM 0.54% 97,139 $19M $196.23 +97,139 NEW
44 LDOS 0.53% 100,608 $19M $188.96 $14M +69,082 +219.1%
45 TGT 0.52% 205,636 $18M $89.70 $6M +78,095 +61.2%
46 PWR 0.50% 43,056 $18M $414.42 $2M +33 +0.1%
47 ELF 0.50% 133,598 $18M $132.48 $3M +14,980 +12.6%
48 JD 0.49% 496,160 $17M $34.98 $12M +329,765 +198.2%
49 WMT 0.48% 165,969 $17M $103.06 -$897K -18,139 -9.8%
50 BX 0.48% 99,715 $17M $170.85 $9M +44,731 +81.3%
51 SOFI 0.45% 611,751 $16M $26.42 +611,751 NEW
52 HII 0.45% 55,646 $16M $287.91 $4M +6,099 +12.3%
53 TSM 0.44% 56,088 $16M $279.29 $16M +56,082 +934700.0%
54 PYPL 0.43% 228,640 $15M $67.06 $3M +68,486 +42.8%
55 BA 0.41% 67,837 $15M $215.83 +67,837 NEW
56 WFC 0.41% 172,825 $14M $83.82 $842K +2,528 +1.5%
57 MS 0.39% 87,752 $14M $158.96 -$3M -34,121 -28.0%
58 KKR 0.38% 103,764 $13M $129.95 $1M +10,964 +11.8%
59 JEF 0.37% 200,895 $13M $65.42 $3M +13,338 +7.1%
60 MBVIU 0.36% 1,250,000 $13M $10.12 +1,250,000 NEW
61 OWL 0.35% 739,669 $13M $16.93 +739,669 NEW
62 DELL 0.35% 87,366 $12M $141.77 +87,366 NEW
63 ONON 0.34% 284,872 $12M $42.35 $10M +236,027 +483.2%
64 W 0.34% 135,027 $12M $89.33 +135,027 NEW
65 SLB 0.34% 350,342 $12M $34.37 -$853K -31,138 -8.2%
66 PANW 0.34% 58,590 $12M $203.62 +58,590 NEW
67 KGC 0.33% 472,577 $12M $24.85 +472,577 NEW
68 BURL 0.32% 45,220 $12M $254.50 -$2M -13,924 -23.5%
69 GE 0.31% 36,899 $11M $300.82 +36,899 NEW
70 AG 0.31% 887,406 $11M $12.29 +887,406 NEW
71 HAL 0.30% 436,269 $11M $24.60 $5M +147,764 +51.2%
72 SNPS 0.30% 21,538 $11M $493.39 $10M +20,878 +3163.3%
73 TWLO 0.29% 102,893 $10M $100.09 -$6M -27,976 -21.4%
74 LUV 0.29% 318,318 $10M $31.91 -$3M -97,048 -23.4%
75 ANET 0.28% 67,910 $10M $145.71 +67,910 NEW
76 ETHA 0.28% 312,599 $10M $31.51 +312,599 NEW
77 STZ 0.27% 71,103 $10M $134.67 $8M +62,443 +721.0%
78 VRTX 0.27% 24,416 $10M $391.64 -$4M -6,040 -19.8%
79 CRDO 0.27% 65,297 $10M $145.61 $4M +10,743 +19.7%
80 TTD 0.26% 187,559 $9M $49.01 +187,559 NEW
81 MAR 0.26% 35,202 $9M $260.44 -$4M -12,999 -27.0%
82 GRAB 0.26% 1,518,148 $9M $6.02 $3M +348,216 +29.8%
83 IBM 0.25% 31,780 $9M $282.16 $9M +31,778 +1588900.0%
84 CNC 0.24% 242,178 $9M $35.68 +242,178 NEW
85 CART 0.24% 231,817 $9M $36.76 +231,817 NEW
86 BP 0.24% 243,137 $8M $34.46 -$1M -86,845 -26.3%
87 KTOS 0.23% 89,253 $8M $91.37 +89,253 NEW
88 NVO 0.23% 146,546 $8M $55.49 $1M +44,976 +44.3%
89 SGHC 0.23% 607,447 $8M $13.20 +607,447 NEW
90 GRMN 0.22% 32,363 $8M $246.22 +32,363 NEW
91 EXE 0.22% 74,846 $8M $106.24 $5M +46,941 +168.2%
92 MDB 0.22% 24,708 $8M $310.38 -$5M -34,961 -58.6%
93 LYV 0.22% 46,919 $8M $163.40 -$216K -5,184 -9.9%
94 VPG 0.21% 234,719 $8M $32.05 $620K -10,947 -4.5%
95 SQ 0.21% 101,533 $7M $72.27 +101,533 NEW
96 ABNB 0.20% 58,303 $7M $121.42 +58,303 NEW
97 IMSRW 0.20% 1,169,212 $7M $6.00 $6M +594,124 +103.3%
98 ETOR 0.20% 168,878 $7M $41.27 +168,878 NEW
99 UAL 0.19% 69,945 $7M $96.50 +69,945 NEW
100 IREN 0.19% 143,457 $7M $46.93 -$1M -404,957 -73.8%

Options Breakdown

1,401 Calls $36.0B Call Value 1,089 Puts $28.0B Put Value 0.78 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 6,208,800 $3.7B
NVDA 10,107,100 $1.9B
TSLA 3,273,600 $1.5B
GLD 3,576,400 $1.3B
CRWV 9,223,900 $1.3B
META 1,692,700 $1.2B
AAPL 3,793,600 $966M
SMH 1,927,100 $629M
FSLR 2,835,800 $625M
GOOGL 2,150,400 $523M

Top Puts

SymbolSharesValueStatus
QQQ 5,740,200 $3.4B
NVDA 10,255,000 $1.9B
TSLA 2,805,900 $1.2B
META 1,189,300 $873M
TSM 2,894,900 $809M
MSFT 1,297,600 $672M
AMZN 3,012,500 $661M
GOOGL 2,694,400 $655M
MSTR 1,700,100 $548M
AAPL 2,059,800 $524M

New Positions

SymbolValue% Port
GOOGL $77M 2.17%
SMH $73M 2.04%
AAPL $35M 1.00%
NFLX $33M 0.91%
ARM $31M 0.86%
BMNR $30M 0.84%
DKNG $26M 0.74%
FCX $22M 0.61%
CLS $21M 0.58%
HWM $19M 0.54%
SOFI $16M 0.45%
BA $15M 0.41%
MBVIU $13M 0.36%
OWL $13M 0.35%
DELL $12M 0.35%

Sold Out Positions

SymbolValue% Port
ESTC —%
T —%
BDX —%
FMX —%
UAMY —%
AMP —%
ACN —%
GLW —%
UNFI —%
AN —%
ALL —%
UBER —%
HMC —%
CVS —%
DINO —%
View SEC EDGAR Filings for PEAK6 LLC →

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