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Asset Manager ← All Institutions

Tidal Investments LLC

Q3 2025 · Filed 2025-11-14
Market Value
$23.3B
+54.0%
Holdings
1,932
+35
New Purchases
204
Added To
965
Closed
139
Reduced
608
Top 10 Concentration
18.9%
Turnover
17.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 0.87% 0.09% +0.78% $204M
RKLB 0.79% 0.01% +0.78% $185M
PLTR 1.39% 0.72% +0.67% $325M
HL 1.46% 0.80% +0.66% $340M
HIMS 0.69% 0.05% +0.64% $162M
U 0.60% 0.00% +0.60% $139M
HOOD 1.73% 1.22% +0.51% $404M
SMR 0.63% 0.14% +0.48% $146M
BMNR 0.46% 0.00% +0.46% $108M
MP 0.47% 0.01% +0.46% $111M
SOUN 0.46% 0.00% +0.46% $107M
SYM 0.43% 0.00% +0.43% $101M
BLSH 0.43% 0.00% +0.43% $100M
RGTI 0.61% 0.19% +0.42% $142M
RKT 0.42% 0.00% +0.42% $97M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 1.82% 2.58% -0.76% $425M
AMZN 1.21% 1.83% -0.62% $282M
META 1.05% 1.59% -0.53% $246M
VTI 1.07% 1.47% -0.40% $251M
CORZ 0.04% 0.44% -0.39% $10M
MAG 0.00% 0.32% -0.32% $0
PYPL 0.19% 0.47% -0.28% $45M
ISRG 0.08% 0.35% -0.26% $20M
TNA 0.00% 0.26% -0.26% $0
ASTS 0.01% 0.26% -0.25% $1M
PGR 0.05% 0.30% -0.25% $13M
GOOG 0.20% 0.45% -0.25% $47M
RDDT 0.03% 0.27% -0.24% $8M
IONQ 0.03% 0.26% -0.23% $8M
FICO 0.01% 0.22% -0.21% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $7.5B 32.3%
Large Cap 810 $9.8B 42.1%
Mid Cap 683 $3.7B 15.9%
Small Cap 274 $913M 3.9%
Micro Cap 91 $1.4B 5.8%

Portfolio Analytics

Avg Market Cap
$52.2B
Median Market Cap
$8.5B
Avg P/E
32.7
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
1,704
# ETFs / Funds
228

Top Holdings (1,932 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.11% 3,893,055 $726M $186.58 $240M +814,816 +26.5%
2 MSFT 2.63% 1,184,825 $614M $517.95 $195M +342,262 +40.6%
3 AAPL 2.29% 2,097,502 $534M $254.63 $195M +446,359 +27.0%
4 IVV 1.82% 635,609 $425M $669.30 $34M +5,068 +0.8%
5 HOOD 1.73% 2,819,235 $404M $143.18 $219M +851,928 +43.3%
6 GOOGL 1.55% 1,485,177 $361M $243.10 $164M +366,272 +32.7%
7 CDE 1.46% 18,200,190 $341M $18.76 $158M -2,534,481 -12.2%
8 HL 1.46% 28,081,754 $340M $12.10 $219M +7,963,357 +39.6%
9 AVGO 1.42% 1,004,053 $331M $329.91 $165M +400,391 +66.3%
10 PLTR 1.39% 1,783,369 $325M $182.42 $216M +983,727 +123.0%
11 AMZN 1.21% 1,282,796 $282M $219.57 $5M +20,725 +1.6%
12 AG 1.11% 21,014,859 $258M $12.29 $106M +2,581,023 +14.0%
13 VTI 1.07% 764,090 $251M $328.17 $27M +28,766 +3.9%
14 MSTR 1.07% 771,465 $249M $322.21 $79M +351,619 +83.8%
15 META 1.05% 335,010 $246M $734.38 $5M +8,709 +2.7%
16 COIN 1.03% 711,919 $240M $337.49 $118M +362,969 +104.0%
17 ORCL 1.01% 836,622 $235M $281.24 $137M +388,924 +86.9%
18 TSLA 0.94% 490,780 $218M $444.72 $59M -9,208 -1.8%
19 CRWV 0.87% 1,491,905 $204M $136.85 $191M +1,408,246 +1683.3%
20 RKLB 0.79% 3,851,712 $185M $47.91 $183M +3,809,347 +8991.7%
21 HIMS 0.69% 2,859,233 $162M $56.72 $155M +2,707,111 +1779.6%
22 AXP 0.66% 463,922 $154M $332.16 $62M +173,755 +59.9%
23 V 0.63% 429,855 $147M $341.38 $50M +158,706 +58.5%
24 SMR 0.63% 4,064,976 $146M $36.00 $125M +3,515,129 +639.3%
25 AMD 0.63% 903,937 $146M $161.79 $51M +229,844 +34.1%
26 RGTI 0.61% 4,759,290 $142M $29.79 $114M +2,377,981 +99.9%
27 U 0.60% 3,478,415 $139M $40.04 +3,478,415 NEW
28 EXK 0.59% 17,555,622 $138M $7.84 $69M +3,573,601 +25.6%
29 WPM 0.59% 1,229,212 $137M $111.84 $59M +349,964 +39.8%
30 JPM 0.54% 399,244 $126M $315.43 $43M +112,639 +39.3%
31 NFLX 0.53% 103,957 $125M $1,198.92 $38M +39,311 +60.8%
32 LRCX 0.52% 899,924 $120M $133.90 $103M +720,169 +400.6%
33 ANET 0.51% 821,079 $120M $145.71 $60M +242,415 +41.9%
34 VXUS 0.51% 1,606,848 $118M $73.46 $17M +142,855 +9.8%
35 BRK-B 0.50% 232,508 $117M $502.74 $66M +128,113 +122.7%
36 SSRM 0.49% 4,700,592 $115M $24.42 $68M +993,346 +26.8%
37 FSLR 0.49% 518,827 $114M $220.53 $85M +339,064 +188.6%
38 COST 0.49% 122,425 $113M $925.63 $31M +39,184 +47.1%
39 GE 0.48% 375,951 $113M $300.82 $52M +138,379 +58.2%
40 MP 0.47% 1,647,891 $111M $67.07 $109M +1,593,018 +2903.1%
41 FNV 0.47% 493,651 $110M $222.91 $69M +240,640 +95.1%
42 BMNR 0.46% 2,080,851 $108M $51.93 +2,080,851 NEW
43 SOUN 0.46% 6,662,298 $107M $16.08 $107M +6,632,396 +22180.4%
44 GEV 0.45% 168,909 $104M $614.90 $40M +47,388 +39.0%
45 CRWD 0.44% 211,502 $104M $490.38 $46M +97,403 +85.4%
46 SYM 0.43% 1,871,430 $101M $53.90 $101M +1,866,184 +35573.5%
47 PANW 0.43% 494,015 $101M $203.62 $50M +245,093 +98.5%
48 BLSH 0.43% 1,573,082 $100M $63.61 +1,573,082 NEW
49 CDNS 0.43% 283,152 $99M $351.26 $58M +149,387 +111.7%
50 KLAC 0.42% 90,517 $98M $1,078.60 $47M +33,790 +59.6%
51 RKT 0.42% 5,000,000 $97M $19.38 +5,000,000 NEW
52 TSLY 0.41% 10,267,343 $97M $9.43 $23M +1,228,150 +13.6%
53 NVDY 0.41% 5,691,911 $96M $16.80 $11M +654,392 +13.0%
54 MSFO 0.41% 5,441,007 $95M $17.42 $16M +1,000,989 +22.5%
55 AGG 0.40% 945,638 $94M $99.92 $4M +34,610 +3.8%
56 OR 0.40% 2,347,760 $94M $40.08 $46M +474,840 +25.4%
57 CNBS 0.40% 3,146,879 $93M $29.57 $47M +130,781 +4.3%
58 CAT 0.40% 194,023 $93M $477.15 $45M +72,326 +59.4%
59 GOOY 0.39% 6,465,574 $91M $14.15 $6M -546,513 -7.8%
60 APLY 0.39% 6,708,284 $91M $13.62 $10M +385,630 +6.1%
61 FBY 0.39% 5,766,035 $91M $15.72 $3M +581,136 +11.2%
62 PWR 0.38% 213,868 $89M $414.32 $44M +96,517 +82.2%
63 WTW 0.38% 255,679 $88M $345.45 $76M +216,124 +546.4%
64 AMZY 0.38% 6,206,317 $88M $14.23 $6M +1,128,135 +22.2%
65 GLXY 0.38% 2,589,642 $88M $33.81 $39M +377,208 +17.1%
66 BKLC 0.37% 675,429 $86M $128.05 $21M +121,683 +22.0%
67 GS 0.37% 107,009 $85M $796.35 $38M +40,517 +60.9%
68 VST 0.36% 433,467 $85M $195.92 $71M +359,141 +483.2%
69 LLY 0.36% 109,811 $84M $763.00 $15M +21,606 +24.5%
70 BK 0.36% 763,073 $83M $108.96 $43M +320,966 +72.6%
71 MNST 0.35% 1,222,048 $82M $67.31 $41M +557,217 +83.8%
72 GLDM 0.35% 1,074,102 $82M $76.45 $20M +127,330 +13.4%
73 MA 0.35% 141,847 $81M $568.81 $8M +13,322 +10.4%
74 ETN 0.34% 215,062 $80M $374.25 $40M +102,210 +90.6%
75 FSM 0.34% 8,947,480 $80M $8.96 $36M +2,138,143 +31.4%
76 GRMN 0.34% 318,583 $78M $246.22 $40M +134,559 +73.1%
77 EMR 0.33% 590,391 $77M $131.18 $35M +268,354 +83.3%
78 BVN 0.33% 3,158,341 $77M $24.33 $30M +299,822 +10.5%
79 CIFR 0.33% 6,097,823 $77M $12.59 $43M -886,615 -12.7%
80 EXPE 0.33% 357,635 $76M $213.75 $73M +340,050 +1933.8%
81 LYV 0.32% 463,901 $76M $163.40 $72M +440,148 +1853.0%
82 SA 0.32% 3,071,781 $74M $24.15 $35M +339,913 +12.4%
83 AXON 0.31% 101,105 $73M $717.64 $30M +49,606 +96.3%
84 TFPM.TO 0.30% 2,396,198 $70M $29.26 $35M +893,566 +59.5%
85 OPEN 0.30% 8,730,552 $70M $7.97 +8,730,552 NEW
86 QUBT 0.30% 3,767,600 $69M $18.41 +3,767,600 NEW
87 SVM 0.30% 10,966,184 $69M $6.32 $32M +2,138,301 +24.2%
88 MCK 0.30% 89,197 $69M $772.54 $37M +45,794 +105.5%
89 OXY 0.29% 1,437,419 $68M $47.25 $50M +1,000,362 +228.9%
90 PONY 0.29% 3,000,000 $67M $22.49 +3,000,000 NEW
91 SPGI 0.29% 138,277 $67M $486.71 $26M +60,247 +77.2%
92 TSM 0.28% 235,970 $66M $279.29 $19M +26,851 +12.8%
93 FI 0.27% 496,969 $64M $128.93 $47M +395,987 +392.1%
94 CLSK 0.27% 4,366,437 $63M $14.50 $21M +519,709 +13.5%
95 CB 0.27% 223,704 $63M $282.25 $41M +146,564 +190.0%
96 IBIT 0.27% 965,074 $63M $65.00 $31M +451,019 +87.7%
97 HUT.TO 0.27% 1,795,785 $63M $34.81 $34M +267,126 +17.5%
98 FIG 0.27% 1,200,000 $62M $51.87 +1,200,000 NEW
99 PAAS 0.26% 1,538,413 $60M $38.73 $34M +627,343 +68.9%
100 CME 0.25% 219,472 $59M $270.19 $31M +117,161 +114.5%

Options Breakdown

160 Calls $22.9B Call Value 56 Puts $3.6B Put Value 0.16 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSTR 18,195,700 $5.9B
NVDA 17,854,100 $3.3B
COIN 8,333,000 $2.8B
TSLA 5,970,300 $2.7B
PLTR 7,432,200 $1.4B
SMCI 15,053,400 $722M
AMZN 2,843,000 $624M
HOOD 3,673,200 $526M
AAPL 1,466,500 $373M
AMD 2,289,800 $370M

Top Puts

SymbolSharesValueStatus
COIN 692,000 $234M
HOOD 1,518,100 $217M
PLTR 1,018,700 $186M
RKLB 3,726,600 $179M NEW
TSLA 400,600 $178M
CRWV 1,299,600 $178M NEW
HIMS 2,750,000 $156M NEW
MSTR 478,100 $154M
SMR 4,042,000 $146M
GLXY 4,169,900 $141M NEW

New Positions

SymbolValue% Port
U $139M 0.60%
BMNR $108M 0.46%
BLSH $100M 0.43%
RKT $97M 0.42%
OPEN $70M 0.30%
QUBT $69M 0.30%
PONY $67M 0.29%
FIG $62M 0.27%
BRKC $32M 0.14%
RBLY $31M 0.13%
SBET $30M 0.13%
DRAY $27M 0.11%
FIGR $25M 0.11%
XME $19M 0.08%
UHAL-B $17M 0.07%

Sold Out Positions

SymbolValue% Port
AHRT —%
JHG —%
ALV —%
SLVM —%
BROS —%
SLGN —%
CUBE —%
NXRT —%
SGOV —%
AFG —%
TPB —%
PBF —%
DKL —%
INSP —%
ICL —%
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