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Asset Manager ← All Institutions

MOORE CAPITAL MANAGEMENT, LP

Q3 2025 · Filed 2025-11-14
Market Value
$4.6B
+5.9%
Holdings
529
+54
New Purchases
163
Added To
90
Closed
123
Reduced
76
Top 10 Concentration
25.2%
Turnover
54.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FCX 1.37% 0.03% +1.34% $63M
NU 1.20% 0.00% +1.20% $55M
C 1.17% 0.00% +1.17% $54M
FUTU 1.16% 0.00% +1.16% $53M
XHB 1.07% 0.00% +1.07% $50M
B 0.95% 0.00% +0.95% $44M
TT 0.93% 0.00% +0.93% $43M
CG 0.91% 0.00% +0.91% $42M
TLN 0.87% 0.00% +0.87% $40M
RBLX 1.52% 0.73% +0.79% $70M
EMB 0.77% 0.00% +0.77% $36M
TSLA 1.08% 0.33% +0.74% $50M
UNM 1.11% 0.41% +0.70% $51M
MSFT 5.39% 4.71% +0.69% $249M
AL 1.02% 0.44% +0.59% $47M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MDY 4.39% 8.23% -3.84% $203M
VST 0.82% 2.35% -1.53% $38M
JPM 0.00% 1.48% -1.48% $0
AMZN 1.04% 2.49% -1.45% $48M
HON 0.00% 1.40% -1.40% $0
JHX 0.00% 1.12% -1.12% $0
IEF 0.00% 1.03% -1.03% $0
JBTM 0.00% 0.94% -0.94% $0
LPLA 0.00% 0.86% -0.86% $0
CORZ 0.00% 0.86% -0.86% $0
NVDA 2.60% 3.35% -0.75% $120M
TTWO 0.00% 0.75% -0.75% $0
SQ 0.00% 0.70% -0.70% $0
DB 0.48% 1.17% -0.69% $22M
MRP 0.20% 0.82% -0.63% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 39 $1.0B 22.5%
Large Cap 214 $2.6B 56.3%
Mid Cap 114 $604M 13.1%
Small Cap 88 $294M 6.4%
Micro Cap 74 $80M 1.7%

Portfolio Analytics

Avg Market Cap
$108.6B
Median Market Cap
$9.5B
Avg P/E
41.1
Median P/E
30.3
Avg Dividend Yield
0.01%
Avg Beta
1.12
# Stocks
507
# ETFs / Funds
22

Top Holdings (529 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 5.39% 481,108 $249M $517.95 $44M +68,148 +16.5%
2 MDY 4.39% 340,000 $203M $596.03 -$156M -293,725 -46.4%
3 BAC 2.94% 2,628,480 $136M $51.59 $14M +55,840 +2.2%
4 NVDA 2.60% 642,820 $120M $186.58 -$26M -280,800 -30.4%
5 SPY 1.86% 128,901 $86M $666.18 $20M +22,572 +21.2%
6 ALLY 1.69% 1,991,829 $78M $39.20 $9M +228,900 +13.0%
7 AON 1.64% 212,192 $76M $356.58 $4M +11,168 +5.6%
8 META 1.60% 100,837 $74M $734.38 $12M +16,381 +19.4%
9 SPOT 1.58% 104,470 $73M $698.00 $24M +40,800 +64.1%
10 NFLX 1.55% 59,744 $72M $1,198.92 $16M +18,203 +43.8%
11 RBLX 1.52% 507,761 $70M $138.52 $38M +204,950 +67.7%
12 CSX 1.46% 1,904,818 $68M $35.51 $654K -148,073 -7.2%
13 UBS 1.46% 1,653,290 $68M $40.83 -$16M -812,371 -33.0%
14 CVNA 1.39% 169,907 $64M $377.24 $8M +2,387 +1.4%
15 FCX 1.37% 1,613,495 $63M $39.22 $62M +1,585,300 +5622.6%
16 SCHW 1.27% 614,240 $59M $95.47 $23M +223,360 +57.1%
17 NU 1.20% 3,462,251 $55M $16.01 +3,462,251 NEW
18 C 1.17% 530,480 $54M $101.50 +530,480 NEW
19 FUTU 1.16% 307,120 $53M $173.91 +307,120 NEW
20 UNM 1.11% 658,912 $51M $77.78 $33M +435,552 +195.0%
21 COF 1.11% 241,073 $51M $212.58 -$14M -65,907 -21.5%
22 TSLA 1.08% 111,680 $50M $444.72 $35M +66,239 +145.8%
23 COIN 1.07% 146,932 $50M $337.49 $5M +20,252 +16.0%
24 XHB 1.07% 446,866 $50M $110.80 +446,866 NEW
25 TLT 1.07% 553,858 $49M $89.37 $10M +106,882 +23.9%
26 VRT 1.07% 327,939 $49M $150.86 $14M +48,354 +17.3%
27 AMZN 1.04% 218,371 $48M $219.57 -$61M -276,249 -55.9%
28 AL 1.02% 743,280 $47M $63.65 $28M +417,349 +128.1%
29 GLXY 1.00% 1,362,250 $46M $33.82 $23M +330,000 +32.0%
30 AJG 0.97% 145,184 $45M $309.74 $4M +16,752 +13.0%
31 B 0.95% 1,343,799 $44M $32.77 +1,343,799 NEW
32 KKR 0.94% 335,040 $44M $129.95 $6M +55,840 +20.0%
33 TT 0.93% 102,053 $43M $421.96 +102,053 NEW
34 CG 0.91% 670,080 $42M $62.70 +670,080 NEW
35 TLN 0.87% 94,928 $40M $425.38 +94,928 NEW
36 VST 0.82% 193,624 $38M $195.92 -$65M -335,033 -63.4%
37 APP 0.82% 52,681 $38M $718.54 -$5M -68,745 -56.6%
38 EMB 0.77% 374,000 $36M $95.19 +374,000 NEW
39 PWR 0.71% 79,115 $33M $414.42 $7M +12,107 +18.1%
40 TSM 0.69% 113,295 $32M $279.29 $12M +27,620 +32.2%
41 HUT.TO 0.68% 903,440 $31M $34.81 $22M +411,011 +83.5%
42 CEG 0.68% 94,929 $31M $329.07 -$19M -61,423 -39.3%
43 IWM 0.62% 119,034 $29M $241.96 -$4M -32,046 -21.2%
44 KRE 0.57% 415,650 $26M $63.30 -$26M -459,350 -52.5%
45 RIOT 0.56% 1,368,401 $26M $19.03 +1,368,401 NEW
46 ECL 0.56% 95,063 $26M $273.86 +95,063 NEW
47 XBI 0.54% 250,000 $25M $100.20 $13M +100,000 +66.7%
48 WST 0.54% 95,000 $25M $262.33 +95,000 NEW
49 CVS 0.53% 325,000 $25M $75.39 -$1M -50,000 -13.3%
50 CRS 0.52% 97,923 $24M $245.54 $16M +69,976 +250.4%
51 QQQ 0.52% 40,001 $24M $600.37 $20M +32,191 +412.2%
52 UNP 0.51% 99,447 $24M $236.37 $14M +57,500 +137.1%
53 CRWV 0.50% 167,520 $23M $136.85 +167,520 NEW
54 DB 0.48% 632,001 $22M $35.16 -$29M -1,086,349 -63.2%
55 TIC 0.48% 1,666,939 $22M $13.31 $11M +666,939 +66.7%
56 WWD 0.45% 81,732 $21M $252.71 $11M +42,785 +109.8%
57 SAIA 0.44% 67,901 $20M $299.36 +67,901 NEW
58 HBM 0.42% 1,285,371 $19M $15.15 +1,285,371 NEW
59 RGEN 0.42% 145,000 $19M $133.67 +145,000 NEW
60 GPN 0.42% 231,200 $19M $83.08 $3M +27,200 +13.3%
61 ETN 0.38% 47,206 $18M $374.25 -$988K -5,049 -9.7%
62 UNH 0.37% 50,000 $17M $345.30 -$7M -27,388 -35.4%
63 ATI 0.37% 211,002 $17M $81.34 $3M +48,037 +29.5%
64 RITM-PD 0.37% 1,505,000 $17M $11.39 $3M +275,000 +22.4%
65 SEE 0.36% 475,316 $17M $35.35 +475,316 NEW
66 BLDR 0.36% 135,804 $16M $121.25 -$9M -83,986 -38.2%
67 CNM 0.36% 305,560 $16M $53.83 +305,560 NEW
68 ZBRA 0.35% 54,322 $16M $297.16 +54,322 NEW
69 KBR 0.35% 339,511 $16M $47.29 +339,511 NEW
70 BIO 0.33% 55,000 $15M $280.39 +55,000 NEW
71 MTZ 0.33% 72,393 $15M $212.81 $7M +21,018 +40.9%
72 BCSS 0.33% 1,500,000 $15M $10.09 +1,500,000 NEW
73 JCI 0.32% 135,804 $15M $109.95 -$21M -207,779 -60.5%
74 HUBB 0.32% 33,950 $15M $430.31 +33,950 NEW
75 BX 0.31% 83,760 $14M $170.85 +83,760 NEW
76 AAON 0.30% 149,385 $14M $93.44 +149,385 NEW
77 ABBV 0.30% 60,000 $14M $231.54 -$5M -40,000 -40.0%
78 CI 0.30% 48,079 $14M $288.25 $2M +12,004 +33.3%
79 GDX 0.30% 180,368 $14M $76.40 $1M -62,124 -25.6%
80 AVGO 0.29% 41,133 $14M $329.91 $4M +5,623 +15.8%
81 PRMB 0.29% 611,117 $14M $22.10 -$5M -1
82 GDS 0.28% 335,040 $13M $38.70 +335,040 NEW
83 CCCX 0.28% 1,000,000 $13M $12.86 +1,000,000 NEW
84 TFX 0.28% 104,431 $13M $122.36 $205K -1,797 -1.7%
85 SPXC 0.27% 67,901 $13M $186.78 +67,901 NEW
86 AXTA 0.27% 440,676 $13M $28.62 $9M +304,871 +224.5%
87 ROKU 0.27% 124,975 $13M $100.13 $5M +44,975 +56.2%
88 GTEN 0.27% 1,225,000 $13M $10.21 +1,225,000 NEW
89 PNR 0.27% 111,560 $12M $110.76 +111,560 NEW
90 RGLD 0.27% 61,138 $12M $200.58 +61,138 NEW
91 CME 0.26% 45,000 $12M $270.19 -$244K
92 AEXA 0.26% 1,100,000 $12M $10.93 +1,100,000 NEW
93 MPWR 0.26% 12,894 $12M $920.64 -$3M -7,106 -35.5%
94 MMM 0.25% 74,692 $12M $155.18 $615K +2,594 +3.6%
95 MDB 0.25% 36,953 $11M $310.38 $10M +29,946 +427.4%
96 CRH.L 0.24% 94,230 $11M $119.90 $3M +7,974 +9.2%
97 CYBR 0.24% 23,000 $11M $483.15 $9M +17,853 +346.9%
98 EA 0.24% 55,000 $11M $201.70 $10M +50,136 +1030.8%
99 NVT 0.24% 112,367 $11M $98.64 $1M -23,437 -17.3%
100 ARGX 0.24% 15,000 $11M $737.56 -$15M -32,000 -68.1%

Options Breakdown

48 Calls $1.0B Call Value 38 Puts $1.2B Put Value 1.19 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSFT 251,300 $130M NEW
QQQ 181,400 $109M
META 125,600 $92M NEW
TLT 1,000,000 $89M
AMZN 390,800 $86M
FCX 1,567,700 $61M
BABA 320,900 $57M NEW
STLD 362,900 $51M NEW
FXI 1,200,000 $49M NEW
GLD 100,000 $36M

Top Puts

SymbolSharesValueStatus
SPY 966,500 $644M
IWM 949,700 $230M
HYG 700,000 $57M
GS 54,400 $43M NEW
HOOD 272,000 $39M NEW
QQQ 50,000 $30M
XOP 200,000 $26M NEW
CHRW 177,400 $23M NEW
NVDA 100,000 $19M NEW
XLV 100,000 $14M NEW

New Positions

SymbolValue% Port
NU $55M 1.20%
C $54M 1.17%
FUTU $53M 1.16%
XHB $50M 1.07%
B $44M 0.95%
TT $43M 0.93%
CG $42M 0.91%
TLN $40M 0.87%
EMB $36M 0.77%
RIOT $26M 0.56%
ECL $26M 0.56%
WST $25M 0.54%
CRWV $23M 0.50%
SAIA $20M 0.44%
HBM $19M 0.42%

Sold Out Positions

SymbolValue% Port
T —%
NOW —%
WY —%
LHX —%
IQV —%
ZVIA —%
CX —%
ECG —%
SNOW —%
FMC —%
TWLO —%
HII —%
FDS —%
BRO —%
DHR —%
View SEC EDGAR Filings for MOORE CAPITAL MANAGEMENT, LP →

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