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Asset Manager ← All Institutions

Quadrature Capital Ltd

Q2 2025 · Filed 2025-08-13
Market Value
$5.8B
+29.9%
Holdings
1,540
+35
New Purchases
553
Added To
214
Closed
577
Reduced
195
Top 10 Concentration
28.0%
Turnover
73.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.87% 0.00% +5.87% $339M
AAPL 5.30% 0.00% +5.30% $306M
UNH 3.07% 0.10% +2.97% $177M
MSFT 2.66% 0.00% +2.66% $153M
NFLX 2.08% 0.00% +2.08% $120M
SOFI 1.99% 0.00% +1.99% $115M
GLD 1.73% 0.00% +1.73% $100M
MU 1.48% 0.00% +1.48% $85M
IAU 1.14% 0.00% +1.14% $66M
CM 1.98% 0.91% +1.07% $114M
PLTR 1.83% 0.77% +1.06% $106M
FI 1.00% 0.00% +1.00% $58M
CLS 0.91% 0.00% +0.91% $53M
MA 1.26% 0.35% +0.90% $73M
CRM 0.87% 0.00% +0.87% $50M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 0.00% 4.78% -4.78% $0
CNI 0.17% 4.87% -4.69% $10M
CNQ 0.01% 2.51% -2.50% $471K
XLB 0.00% 2.23% -2.23% $0
CVE 0.00% 1.93% -1.93% $0
STLA 0.04% 1.69% -1.65% $2M
TD 0.06% 1.65% -1.60% $3M
META 1.30% 2.73% -1.43% $75M
EQIX 0.00% 1.14% -1.14% $0
SOXX 0.02% 1.11% -1.09% $1M
RY 0.56% 1.64% -1.08% $33M
VNQ 0.00% 0.91% -0.91% $0
APP 0.04% 0.93% -0.89% $2M
IYR 0.00% 0.88% -0.88% $0
KRE 0.00% 0.87% -0.87% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $2.0B 34.0%
Large Cap 484 $2.6B 45.0%
Mid Cap 459 $956M 16.6%
Small Cap 387 $221M 3.8%
Micro Cap 155 $35M 0.6%

Portfolio Analytics

Avg Market Cap
$46.3B
Median Market Cap
$4.5B
Avg P/E
30.6
Median P/E
20.5
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
1,235
# ETFs / Funds
305

Top Holdings (1,540 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.87% 2,147,396 $339M $157.87 +2,147,396 NEW
2 AAPL 5.30% 1,493,459 $306M $205.12 +1,493,459 NEW
3 UNH 3.07% 568,869 $177M $311.72 $173M +560,241 +6493.3%
4 MSFT 2.66% 308,619 $153M $497.26 +308,619 NEW
5 NFLX 2.08% 89,735 $120M $1,339.38 +89,735 NEW
6 SOFI 1.99% 6,328,992 $115M $18.20 +6,328,992 NEW
7 CM 1.98% 1,622,200 $114M $70.50 $74M +907,100 +126.8%
8 PLTR 1.83% 776,514 $106M $136.36 $72M +370,671 +91.3%
9 GLD 1.73% 328,060 $100M $304.81 +328,060 NEW
10 HOOD 1.49% 919,191 $86M $93.63 $37M -249,578 -21.4%
11 MU 1.48% 693,658 $85M $123.19 +693,658 NEW
12 GOOG 1.43% 467,238 $83M $177.33 $21M +70,117 +17.7%
13 META 1.30% 101,706 $75M $738.01 -$47M -109,200 -51.8%
14 MA 1.26% 129,329 $73M $561.69 $57M +100,640 +350.8%
15 IAU 1.14% 1,058,060 $66M $62.36 +1,058,060 NEW
16 MELI 1.11% 24,654 $64M $2,611.40 $30M +6,981 +39.5%
17 HIMS 1.10% 1,275,854 $64M $49.87 $43M +566,760 +79.9%
18 BNS 1.07% 1,128,100 $62M $55.03 $13M +99,600 +9.7%
19 FI 1.00% 335,697 $58M $172.38 +335,697 NEW
20 RDDT 0.96% 368,502 $55M $150.52 $34M +164,666 +80.8%
21 COIN 0.92% 151,040 $53M $350.53 -$8M -200,737 -57.1%
22 CLS 0.91% 338,900 $53M $155.45 +338,900 NEW
23 CRM 0.87% 183,815 $50M $272.66 +183,815 NEW
24 BPMC 0.85% 382,677 $49M $128.20 +382,677 NEW
25 SE 0.82% 296,109 $47M $159.95 $19M +78,652 +36.2%
26 NU 0.79% 3,311,134 $45M $13.72 +3,311,134 NEW
27 ORCL 0.76% 201,248 $44M $218.56 +201,248 NEW
28 NOW 0.74% 41,541 $43M $1,027.50 $26M +21,193 +104.2%
29 TSM 0.70% 178,955 $41M $226.46 +178,955 NEW
30 QLD 0.69% 339,321 $40M $117.66 +339,321 NEW
31 HYG 0.68% 489,749 $39M $80.64 +489,749 NEW
32 WCN 0.68% 212,400 $39M $185.87 +212,400 NEW
33 GLDM 0.68% 601,421 $39M $65.51 $18M +255,124 +73.7%
34 B 0.67% 1,869,000 $39M $20.72 +1,869,000 NEW
35 SGOL 0.66% 1,216,015 $38M $31.54 $24M +720,140 +145.2%
36 MCK 0.65% 51,499 $38M $732.84 +51,499 NEW
37 REGN 0.64% 70,449 $37M $524.82 +70,449 NEW
38 ASHR 0.63% 1,320,469 $36M $27.54 $1M +6,352 +0.5%
39 JNK 0.63% 372,848 $36M $97.27 +372,848 NEW
40 TQQQ 0.62% 428,532 $36M $82.96 +428,532 NEW
41 BA 0.58% 160,553 $34M $209.49 +160,553 NEW
42 FLOT 0.58% 654,191 $33M $51.02 $33M +650,127 +15997.2%
43 TECL 0.58% 356,842 $33M $93.50 +356,842 NEW
44 RY 0.56% 248,400 $33M $130.98 -$40M -395,300 -61.4%
45 VEEV 0.55% 110,197 $32M $287.99 $25M +79,907 +263.8%
46 SHV 0.55% 286,440 $32M $110.43 +286,440 NEW
47 AMZN 0.54% 140,979 $31M $219.36 +140,979 NEW
48 V 0.52% 85,034 $30M $354.88 +85,034 NEW
49 AAAU 0.52% 920,490 $30M $32.68 +920,490 NEW
50 ANTM 0.52% 77,244 $30M $388.96 +77,244 NEW
51 WPM 0.52% 333,400 $30M $89.49 $27M +299,300 +877.7%
52 INTC 0.51% 1,324,942 $30M $22.39 +1,324,942 NEW
53 FDX 0.51% 129,572 $29M $227.32 $8M +40,323 +45.2%
54 ADBE 0.51% 75,624 $29M $386.71 +75,624 NEW
55 UBER 0.46% 286,358 $27M $93.28 $9M +37,989 +15.3%
56 ASTS 0.46% 569,785 $27M $46.72 $22M +359,335 +170.8%
57 BKLN 0.44% 1,202,593 $25M $20.92 +1,202,593 NEW
58 USO 0.43% 342,680 $25M $73.11 $23M +311,687 +1005.7%
59 JEPQ 0.43% 452,088 $25M $54.40 $24M +442,025 +4392.6%
60 FNV 0.40% 142,000 $23M $163.36 +142,000 NEW
61 AMD 0.39% 160,522 $23M $141.89 $15M +82,719 +106.3%
62 ZS 0.39% 71,743 $23M $313.94 $7M -7,669 -9.7%
63 PYPL 0.39% 302,606 $22M $74.31 +302,606 NEW
64 TEM 0.38% 344,590 $22M $63.52 -$13M -380,227 -52.5%
65 SRLN 0.37% 510,156 $21M $41.60 +510,156 NEW
66 GE 0.37% 82,077 $21M $257.38 $12M +36,769 +81.2%
67 GEV 0.36% 39,752 $21M $529.01 -$3M -37,734 -48.7%
68 COF 0.36% 97,044 $21M $212.71 $18M +81,989 +544.6%
69 OUNZ 0.35% 636,339 $20M $31.89 +636,339 NEW
70 SHLD 0.35% 333,665 $20M $60.27 +333,665 NEW
71 CVS 0.34% 284,859 $20M $68.97 +284,859 NEW
72 RBLX 0.32% 178,140 $19M $105.18 -$2M -171,507 -49.0%
73 FXI 0.32% 509,348 $19M $36.76 +509,348 NEW
74 RACE 0.32% 37,984 $19M $487.96 +37,984 NEW
75 OIH 0.32% 79,947 $18M $230.18 $16M +71,371 +832.2%
76 KWEB 0.31% 528,311 $18M $34.32 +528,311 NEW
77 BIL 0.31% 197,039 $18M $91.73 +197,039 NEW
78 LNG 0.31% 72,822 $18M $243.50 $12M +49,386 +210.7%
79 SLF 0.31% 267,500 $18M $66.20 +267,500 NEW
80 SIVR 0.30% 506,714 $17M $34.40 $13M +362,296 +250.9%
81 SNOW 0.30% 77,790 $17M $223.66 -$6M -82,462 -51.5%
82 DBC 0.30% 796,744 $17M $21.81 $13M +612,267 +331.9%
83 USD 0.30% 231,220 $17M $74.03 +231,220 NEW
84 DIS 0.29% 133,821 $17M $123.96 $13M +99,785 +293.2%
85 HUM 0.28% 66,609 $16M $244.46 $14M +56,695 +571.9%
86 C 0.28% 187,446 $16M $85.09 $15M +170,710 +1020.0%
87 CAT 0.28% 40,996 $16M $388.13 +40,996 NEW
88 SJNK 0.27% 617,893 $16M $25.49 +617,893 NEW
89 ABBV 0.27% 83,542 $16M $185.67 +83,542 NEW
90 OKLO 0.27% 275,311 $15M $55.99 +275,311 NEW
91 IAUM 0.27% 466,896 $15M $32.99 +466,896 NEW
92 JPM 0.26% 52,522 $15M $289.77 +52,522 NEW
93 PDBC 0.26% 1,160,203 $15M $13.03 $15M +1,117,229 +2599.8%
94 MS 0.26% 104,915 $15M $140.79 +104,915 NEW
95 TEAM 0.25% 70,103 $14M $203.30 -$19M -87,589 -55.5%
96 PZA 0.24% 615,447 $14M $22.38 +615,447 NEW
97 RBRK 0.23% 150,843 $14M $89.56 $10M +92,611 +159.0%
98 F-PD 0.23% 1,235,818 $13M $10.84 -$15M -1,566,108 -55.9%
99 CMG 0.23% 238,006 $13M $56.16 $11M +186,213 +359.5%
100 EUAD 0.23% 306,539 $13M $43.07 +306,539 NEW

New Positions

SymbolValue% Port
NVDA $339M 5.87%
AAPL $306M 5.30%
MSFT $153M 2.66%
NFLX $120M 2.08%
SOFI $115M 1.99%
GLD $100M 1.73%
MU $85M 1.48%
IAU $66M 1.14%
FI $58M 1.00%
CLS $53M 0.91%
CRM $50M 0.87%
BPMC $49M 0.85%
NU $45M 0.79%
ORCL $44M 0.76%
TSM $41M 0.70%

Sold Out Positions

SymbolValue% Port
AME —%
ESTC —%
AAP —%
NVT —%
EXR —%
HRB —%
AMP —%
ARCO —%
ATEN —%
ARW —%
RH —%
TMHC —%
AIZ —%
ARES —%
EMN —%
View SEC EDGAR Filings for Quadrature Capital Ltd →

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