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Asset Manager ← All Institutions

Tidal Investments LLC

Q2 2025 · Filed 2025-08-14
Market Value
$15.2B
+29.4%
Holdings
1,897
+20
New Purchases
225
Added To
883
Closed
169
Reduced
608
Top 10 Concentration
19.4%
Turnover
20.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 1.22% 0.39% +0.83% $184M
CDE 1.21% 0.67% +0.54% $184M
COIN 0.81% 0.39% +0.42% $122M
GLXY 0.32% 0.00% +0.32% $48M
OR 0.32% 0.00% +0.32% $48M
GE 0.40% 0.12% +0.28% $61M
AVGO 1.10% 0.82% +0.28% $166M
KLAC 0.34% 0.06% +0.28% $51M
TSLA 1.05% 0.77% +0.27% $159M
PLTR 0.72% 0.47% +0.25% $109M
IONQ 0.26% 0.02% +0.24% $40M
MNST 0.27% 0.03% +0.24% $42M
CORZ 0.44% 0.20% +0.24% $66M
HOOY 0.24% 0.00% +0.24% $36M
ASTS 0.26% 0.05% +0.21% $39M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 2.58% 3.27% -0.68% $392M
AAPL 2.24% 2.71% -0.47% $339M
ACN 0.15% 0.52% -0.37% $23M
VTI 1.47% 1.74% -0.27% $223M
QCOM 0.23% 0.47% -0.24% $35M
AGG 0.59% 0.83% -0.23% $90M
CNBS 0.31% 0.51% -0.20% $46M
APD 0.02% 0.22% -0.20% $4M
GLDM 0.41% 0.61% -0.20% $62M
MSCI 0.02% 0.20% -0.18% $2M
RMD 0.02% 0.21% -0.18% $4M
AZEK 0.00% 0.18% -0.18% $0
GWW 0.03% 0.21% -0.18% $5M
TT 0.04% 0.22% -0.17% $7M
GOOGL 1.30% 1.47% -0.17% $197M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $5.1B 33.7%
Large Cap 808 $5.9B 39.2%
Mid Cap 665 $2.4B 15.5%
Small Cap 264 $612M 4.0%
Micro Cap 88 $1.1B 7.6%

Portfolio Analytics

Avg Market Cap
$52.7B
Median Market Cap
$8.8B
Avg P/E
32.6
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
1,680
# ETFs / Funds
217

Top Holdings (1,897 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.21% 3,078,239 $486M $157.99 $130M -212,914 -6.5%
2 MSFT 2.77% 842,563 $419M $497.41 $113M +28,079 +3.5%
3 IVV 2.58% 630,541 $392M $620.90 $9M -50,512 -7.4%
4 AAPL 2.24% 1,651,143 $339M $205.17 $22M +223,395 +15.7%
5 AMZN 1.83% 1,262,071 $277M $219.39 $69M +168,467 +15.4%
6 META 1.59% 326,301 $241M $738.09 $41M -20,651 -6.0%
7 VTI 1.47% 735,324 $223M $303.93 $19M -7,670 -1.0%
8 GOOGL 1.30% 1,118,905 $197M $176.23 $25M +3,449 +0.3%
9 HOOD 1.22% 1,967,307 $184M $93.63 $139M +873,772 +79.9%
10 CDE 1.21% 20,734,671 $184M $8.86 $105M +7,382,955 +55.3%
11 MSTR 1.12% 419,846 $170M $404.23 $31M -61,077 -12.7%
12 AVGO 1.10% 603,662 $166M $275.65 $70M +29,965 +5.2%
13 TSLA 1.05% 499,988 $159M $317.66 $68M +150,709 +43.1%
14 AG 1.01% 18,433,836 $152M $8.27 $35M +890,153 +5.1%
15 COIN 0.81% 348,950 $122M $350.49 $77M +85,067 +32.2%
16 HL 0.80% 20,118,397 $121M $5.99 $23M +2,574,855 +14.7%
17 PLTR 0.72% 799,642 $109M $136.32 $55M +153,945 +23.8%
18 VXUS 0.67% 1,463,993 $101M $69.09 $10M -2,273 -0.2%
19 ORCL 0.65% 447,698 $98M $218.63 $25M -70,751 -13.7%
20 V 0.64% 271,149 $96M $355.05 $42M +117,634 +76.6%
21 AMD 0.63% 674,093 $96M $141.90 $31M +44,738 +7.1%
22 AXP 0.61% 290,167 $93M $318.98 $43M +104,923 +56.6%
23 AGG 0.59% 911,028 $90M $98.88 -$7M -70,134 -7.2%
24 FBY 0.58% 5,184,899 $88M $16.98 $20M +970,673 +23.0%
25 NFLX 0.57% 64,646 $87M $1,339.13 $34M +8,604 +15.3%
26 GOOY 0.56% 7,012,087 $85M $12.17 $20M +1,469,623 +26.5%
27 NVDY 0.56% 5,037,519 $84M $16.77 $24M +1,078,550 +27.2%
28 JPM 0.55% 286,605 $83M $289.91 $19M +24,715 +9.4%
29 AMZY 0.54% 5,078,182 $83M $16.25 $15M +870,517 +20.7%
30 COST 0.54% 83,241 $82M $989.94 $12M +8,947 +12.0%
31 APLY 0.54% 6,322,654 $81M $12.87 $6M +1,343,623 +27.0%
32 MSFO 0.52% 4,440,018 $79M $17.83 $12M +133,283 +3.1%
33 WPM 0.52% 879,248 $79M $89.80 $3M -101,004 -10.3%
34 TSLY 0.49% 9,039,193 $74M $8.17 $6M +843,105 +10.3%
35 MA 0.48% 128,525 $72M $561.94 $36M +61,762 +92.5%
36 PYPL 0.47% 955,397 $71M $74.32 $21M +189,622 +24.8%
37 EXK 0.45% 13,982,021 $69M $4.92 $8M -312,088 -2.2%
38 LLY 0.45% 88,205 $69M $779.53 $1M +6,437 +7.9%
39 GOOG 0.45% 385,675 $68M $177.39 $21M +83,568 +27.7%
40 CORZ 0.44% 3,885,750 $66M $17.07 $43M +630,829 +19.4%
41 BKLC 0.43% 553,746 $65M $118.10 -$2M -80,744 -12.7%
42 GEV 0.42% 121,521 $64M $529.15 $25M -7,620 -5.9%
43 GLDM 0.41% 946,772 $62M $65.52 -$9M -202,156 -17.6%
44 GE 0.40% 237,572 $61M $257.39 $47M +166,417 +233.9%
45 ANET 0.39% 578,664 $59M $102.31 $3M -148,947 -20.5%
46 ABT 0.39% 432,621 $59M $136.01 $10M +63,747 +17.3%
47 CRWD 0.38% 114,099 $58M $509.31 $26M +23,771 +26.3%
48 ISRG 0.35% 96,821 $53M $543.41 $17M +24,374 +33.6%
49 PANW 0.34% 248,922 $51M $204.64 $14M +31,731 +14.6%
50 KLAC 0.34% 56,727 $51M $895.74 $44M +46,701 +465.8%
51 BRK-B 0.33% 104,395 $51M $485.77 $30M +64,718 +163.1%
52 MAG 0.32% 2,313,359 $49M $21.13 $10M -259,979 -10.1%
53 GLXY 0.32% 2,212,434 $48M $21.90 +2,212,434 NEW
54 OR 0.32% 1,872,920 $48M $25.71 +1,872,920 NEW
55 MARA 0.32% 3,053,474 $48M $15.68 $25M +1,034,031 +51.2%
56 TSM 0.31% 209,119 $47M $226.49 $18M +34,934 +20.1%
57 CAT 0.31% 121,697 $47M $388.21 $13M +19,189 +18.7%
58 SSRM 0.31% 3,707,246 $47M $12.74 $14M +437,329 +13.4%
59 GS 0.31% 66,492 $47M $707.75 $18M +13,683 +25.9%
60 BVN 0.31% 2,858,519 $47M $16.42 $7M +302,523 +11.8%
61 CNBS 0.31% 3,016,098 $46M $15.36 -$13M -514,478 -14.6%
62 PGR 0.30% 173,157 $46M $266.86 $4M +23,710 +15.9%
63 SMCI 0.30% 937,267 $46M $49.01 $33M +562,030 +149.8%
64 FSM 0.29% 6,809,337 $45M $6.54 -$6M -1,522,943 -18.3%
65 PWR 0.29% 117,351 $44M $377.98 $16M +7,683 +7.0%
66 IBM 0.29% 149,479 $44M $294.78 $5M -5,848 -3.8%
67 MELI 0.29% 16,857 $44M $2,613.63 $13M +1,038 +6.6%
68 SCYB 0.29% 1,647,085 $43M $26.38 $17M +652,496 +65.6%
69 EMR 0.28% 322,037 $43M $133.33 $13M +45,402 +16.4%
70 AXON 0.28% 51,499 $43M $827.94 $19M +6,217 +13.7%
71 APP 0.28% 121,389 $42M $350.08 $32M +80,561 +197.3%
72 NU 0.28% 3,096,299 $42M $13.72 $13M +265,844 +9.4%
73 CLSK 0.28% 3,846,728 $42M $11.03 $16M -82,064 -2.1%
74 XOM 0.28% 391,185 $42M $107.80 -$2M +18,144 +4.9%
75 VWO 0.28% 851,938 $42M $49.46 -$2M -125,813 -12.9%
76 MNST 0.27% 664,831 $42M $62.64 $38M +597,119 +881.9%
77 RDDT 0.27% 276,084 $42M $150.57 $33M +191,229 +225.4%
78 FNV 0.27% 253,011 $41M $163.92 $2M +2,351 +0.9%
79 CDNS 0.27% 133,765 $41M $308.15 $11M +14,625 +12.3%
80 SPGI 0.27% 78,030 $41M $527.29 $5M +6,838 +9.6%
81 RBLX 0.27% 388,339 $41M $105.20 $22M +61,369 +18.8%
82 UPST 0.27% 629,285 $41M $64.68 $31M +411,654 +189.2%
83 AON 0.27% 113,657 $41M $356.76 $28M +81,405 +252.4%
84 ETN 0.27% 112,852 $40M $356.99 $10M +1,608 +1.4%
85 BK 0.27% 442,107 $40M $91.11 $8M +59,438 +15.5%
86 IONQ 0.26% 925,601 $40M $42.97 $37M +815,219 +738.5%
87 SA 0.26% 2,731,868 $40M $14.52 $2M -466,360 -14.6%
88 TNA 0.26% 1,176,068 $39M $33.54 $29M +811,068 +222.2%
89 ASTS 0.26% 842,257 $39M $46.73 $34M +609,644 +262.1%
90 SQ 0.26% 571,475 $39M $67.93 $16M +160,159 +38.9%
91 GRMN 0.25% 184,024 $38M $208.72 $8M +45,590 +32.9%
92 SVM 0.25% 8,827,883 $37M $4.22 $2M -390,268 -4.2%
93 RSG 0.24% 149,069 $37M $246.61 $25M +98,494 +194.8%
94 VCIT 0.24% 436,177 $36M $82.60 $10M +116,948 +36.6%
95 BJ 0.24% 333,893 $36M $107.83 $1M +28,865 +9.5%
96 YBIT 0.24% 3,387,288 $36M $10.58 $7M +417,900 +14.1%
97 HOOY 0.24% 529,734 $36M $67.60 +529,734 NEW
98 JPMO 0.24% 2,081,934 $36M $17.13 $7M +302,488 +17.0%
99 TFPM.TO 0.23% 1,502,632 $36M $23.69 -$3M -503,514 -25.1%
100 CRM 0.23% 129,849 $35M $272.69 $3M +7,668 +6.3%

Options Breakdown

102 Calls $1.3B Call Value 48 Puts $6M Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSTR 125,632 $460M
NVDA 226,463 $240M
COIN 69,981 $131M
IBIT 23,820 $75M
AMZN 26,012 $46M
AMD 23,927 $39M
SMCI 92,448 $36M
HOOD 16,340 $34M NEW
TSLA 61,404 $30M
NFLX 2,680 $28M

Top Puts

SymbolSharesValueStatus
TSLA 3,388 $2M
ASTS 8,356 $965K
MSTR 1,244 $574K
SPY 400 $424K
COIN 3,015 $295K
HOOD 5,186 $286K
OKLO 6,134 $274K
MBLY 6,000 $222K NEW
PLTR 2,577 $188K
IONQ 8,314 $179K NEW

New Positions

SymbolValue% Port
GLXY $48M 0.32%
OR $48M 0.32%
HOOY $36M 0.24%
RGTI $28M 0.19%
IJR $16M 0.11%
WT $16M 0.10%
LABU $16M 0.10%
HYG $13M 0.09%
SCHA $12M 0.08%
EXOD $9M 0.06%
ANGL $8M 0.05%
SJNK $8M 0.05%
STEP $8M 0.05%
SEIC $8M 0.05%
OGI $4M 0.02%

Sold Out Positions

SymbolValue% Port
ESTC —%
UNFI —%
GEL —%
UI —%
AMN —%
EPC —%
SHV —%
INN —%
CNR —%
AUB —%
MAIN —%
WES —%
PAM —%
HP —%
YPF —%
View SEC EDGAR Filings for Tidal Investments LLC →

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