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Asset Manager ← All Institutions

Schonfeld Strategic Advisors LLC

Q2 2025 · Filed 2025-08-14
Market Value
$12.9B
-11.5%
Holdings
2,293
+71
New Purchases
442
Added To
645
Closed
587
Reduced
603
Top 10 Concentration
20.3%
Turnover
44.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBTC 3.40% 2.07% +1.33% $438M
IBIT 2.69% 1.74% +0.95% $347M
NVDA 1.16% 0.26% +0.90% $149M
CAT 0.95% 0.07% +0.88% $122M
ARKB 0.92% 0.14% +0.78% $119M
TSM 0.91% 0.22% +0.69% $117M
CSX 0.82% 0.14% +0.68% $106M
BITB 0.89% 0.29% +0.59% $114M
ORCL 0.59% 0.04% +0.55% $76M
INTU 0.58% 0.05% +0.53% $75M
GOOGL 0.58% 0.10% +0.48% $74M
JHX 0.47% 0.00% +0.47% $61M
AME 0.53% 0.06% +0.47% $68M
GD 0.49% 0.04% +0.44% $63M
DKNG 0.44% 0.00% +0.44% $57M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.00% 16.66% -16.66% $0
SPY 7.50% 9.26% -1.77% $965M
META 0.07% 1.10% -1.04% $8M
EEM 0.00% 0.70% -0.70% $0
PBUS 0.00% 0.59% -0.59% $0
JNJ 0.01% 0.46% -0.45% $1M
LUV 0.00% 0.41% -0.41% $639K
JCI 0.23% 0.63% -0.41% $29M
CMG 0.02% 0.42% -0.40% $3M
DLTR 0.02% 0.40% -0.38% $3M
VRT 0.13% 0.51% -0.37% $17M
BRK-B 0.15% 0.50% -0.35% $20M
ITCI 0.00% 0.35% -0.35% $0
CNI 0.06% 0.40% -0.33% $8M
AMD 0.09% 0.42% -0.32% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $2.8B 21.7%
Large Cap 772 $6.9B 53.4%
Mid Cap 793 $2.5B 19.6%
Small Cap 448 $538M 4.2%
Micro Cap 212 $141M 1.1%

Portfolio Analytics

Avg Market Cap
$41.4B
Median Market Cap
$5.4B
Avg P/E
33.6
Median P/E
21.9
Avg Dividend Yield
0.03%
Avg Beta
1.06
# Stocks
2,242
# ETFs / Funds
51

Top Holdings (2,293 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 7.50% 1,561,574 $965M $617.85 -$382M -845,725 -35.1%
2 FBTC 3.40% 4,657,966 $438M $93.99 $136M +470,685 +11.2%
3 IBIT 2.69% 5,664,215 $347M $61.21 $93M +247,534 +4.6%
4 NVDA 1.16% 942,989 $149M $157.99 $112M +599,248 +174.3%
5 QQQ 1.03% 240,475 $133M $551.64 $15M -9,519 -3.8%
6 CAT 0.95% 313,528 $122M $388.21 $112M +284,133 +966.6%
7 ARKB 0.92% 3,326,587 $119M $35.79 $98M +3,076,058 +1227.8%
8 TSM 0.91% 518,352 $117M $226.49 $85M +322,778 +165.0%
9 BITB 0.89% 1,944,272 $114M $58.59 $72M +1,000,000 +105.9%
10 AAPL 0.86% 541,186 $111M $205.17 $19M +125,681 +30.2%
11 CSX 0.82% 3,253,544 $106M $32.63 $85M +2,543,037 +357.9%
12 MA 0.71% 163,544 $92M $561.94 $35M +60,127 +58.1%
13 ETHA 0.66% 4,428,813 $84M $19.07 $46M +1,679,406 +61.1%
14 APP 0.61% 224,506 $79M $350.08 $18M -3,957 -1.7%
15 AMZN 0.60% 354,066 $78M $219.39 $14M +19,220 +5.7%
16 ORCL 0.59% 348,940 $76M $218.63 $71M +309,190 +777.8%
17 INTU 0.58% 94,843 $75M $787.63 $68M +83,778 +757.1%
18 LLY 0.58% 95,049 $74M $779.53 $54M +70,502 +287.2%
19 GOOGL 0.58% 420,105 $74M $176.23 $60M +330,552 +369.1%
20 AME 0.53% 373,668 $68M $180.96 $59M +324,788 +664.5%
21 BSX 0.52% 620,681 $67M $107.41 $43M +388,455 +167.3%
22 TXN 0.50% 307,984 $64M $207.62 $7M -9,885 -3.1%
23 GD 0.49% 214,344 $63M $291.66 $56M +191,640 +844.1%
24 HON 0.48% 267,439 $62M $232.88 $34M +131,776 +97.1%
25 APH 0.48% 628,421 $62M $98.75 $55M +520,201 +480.7%
26 BA 0.47% 291,056 $61M $209.53 $4M -42,253 -12.7%
27 JHX 0.47% 2,253,452 $61M $26.89 +2,253,452 NEW
28 NSC 0.47% 235,917 $60M $255.97 $50M +190,665 +421.3%
29 MU 0.46% 485,111 $60M $123.25 -$30M -552,010 -53.2%
30 ASML 0.45% 72,282 $58M $801.39 $55M +67,582 +1437.9%
31 DKNG 0.44% 1,328,939 $57M $42.89 +1,328,939 NEW
32 MMM 0.44% 370,329 $56M $152.24 $12M +65,031 +21.3%
33 MS 0.43% 395,039 $56M $140.86 $40M +262,378 +197.8%
34 CRH.L 0.42% 587,598 $54M $91.80 $4M +24,075 +4.3%
35 NVT 0.41% 727,600 $53M $73.25 $31M +306,702 +72.9%
36 WCC 0.39% 271,676 $50M $185.20 $44M +231,841 +582.0%
37 NFLX 0.39% 37,079 $50M $1,339.13 $14M -1,331 -3.5%
38 WMS 0.38% 424,327 $49M $114.86 $41M +357,259 +532.7%
39 LEN 0.38% 438,281 $48M $110.61 $23M +219,228 +100.1%
40 IRM 0.37% 463,153 $48M $102.57 $32M +287,249 +163.3%
41 MSFT 0.37% 95,223 $47M $497.41 $37M +66,456 +231.0%
42 HOOD 0.37% 505,809 $47M $93.63 $46M +480,547 +1902.2%
43 GILD 0.36% 422,553 $47M $110.87 $39M +348,432 +470.1%
44 MGNI 0.36% 1,900,598 $46M $24.12 +1,900,598 NEW
45 HLT 0.36% 171,905 $46M $266.34 $40M +147,919 +616.7%
46 CVNA 0.35% 134,667 $45M $336.96 $44M +130,040 +2810.5%
47 NKE 0.34% 621,738 $44M $71.04 $23M +287,157 +85.8%
48 FIX 0.34% 81,497 $44M $536.21 $21M +10,463 +14.7%
49 SNOW 0.33% 189,324 $42M $223.77 $3M -78,682 -29.4%
50 CTRI 0.32% 1,858,504 $42M $22.44 $34M +1,404,848 +309.7%
51 XPO 0.32% 327,739 $41M $126.29 $34M +258,937 +376.4%
52 DOV 0.31% 219,400 $40M $183.23 $23M +119,391 +119.4%
53 FLS 0.31% 765,331 $40M $52.35 $14M +237,754 +45.1%
54 TER 0.31% 443,740 $40M $89.92 $39M +438,467 +8315.3%
55 GVA 0.30% 416,127 $39M $93.51 $26M +246,161 +144.8%
56 CW 0.30% 79,609 $39M $488.55 $27M +42,123 +112.4%
57 FI 0.29% 216,961 $37M $172.41 -$7M +18,116 +9.1%
58 DIS 0.29% 301,130 $37M $124.01 $16M +81,493 +37.1%
59 TDY 0.29% 72,325 $37M $512.31 $4M +6,727 +10.2%
60 LITE 0.29% 386,144 $37M $95.06 $21M +126,185 +48.5%
61 SKX 0.28% 579,311 $37M $63.10 +579,311 NEW
62 BRO 0.28% 327,375 $36M $110.87 $36M +324,748 +12361.9%
63 LBRDK 0.28% 367,848 $36M $98.38 $13M +90,254 +32.5%
64 OMC 0.27% 488,964 $35M $71.94 $22M +326,568 +201.1%
65 WDC 0.27% 538,567 $34M $63.99 $33M +499,364 +1273.8%
66 TMUS 0.27% 144,270 $34M $238.26 $33M +139,266 +2783.1%
67 IP 0.27% 729,328 $34M $46.83 -$4M +22,362 +3.2%
68 AMT 0.26% 154,325 $34M $221.02 $12M +53,945 +53.7%
69 PLTR 0.26% 250,046 $34M $136.32 $10M -39,833 -13.7%
70 T 0.26% 1,177,797 $34M $28.94 $18M +617,289 +110.1%
71 RTX 0.26% 233,317 $34M $146.02 $15M +89,137 +61.8%
72 NUE 0.26% 261,120 $34M $129.54 $29M +218,885 +518.3%
73 RBLX 0.26% 317,847 $33M $105.20 -$18M -556,783 -63.7%
74 MTZ 0.25% 190,647 $32M $170.43 $7M -29,921 -13.6%
75 CRCL 0.25% 179,178 $32M $181.29 +179,178 NEW
76 CMI 0.25% 99,073 $32M $327.50 $18M +54,025 +119.9%
77 DECK 0.24% 301,631 $31M $103.07 $3M +51,582 +20.6%
78 MCO 0.24% 61,967 $31M $501.59 $24M +47,668 +333.4%
79 NDAQ 0.24% 341,105 $31M $89.42 $22M +231,973 +212.6%
80 TOL 0.24% 266,970 $30M $114.13 $23M +200,811 +303.5%
81 VST 0.23% 154,912 $30M $193.81 $4M -70,145 -31.2%
82 CHTR 0.23% 71,951 $29M $408.81 $13M +28,135 +64.2%
83 SBRA 0.23% 1,589,549 $29M $18.44 $17M +903,111 +131.6%
84 JCI 0.23% 276,903 $29M $105.62 -$63M -871,960 -75.9%
85 INCY 0.23% 429,340 $29M $68.10 $27M +385,040 +869.2%
86 BLK 0.22% 27,433 $29M $1,049.25 $17M +15,372 +127.5%
87 MSTR 0.22% 71,173 $29M $404.23 $28M +69,873 +5374.9%
88 ALLE 0.22% 198,082 $29M $144.12 $26M +179,762 +981.2%
89 PNR 0.22% 274,419 $28M $102.66 -$8M -142,786 -34.2%
90 SQ 0.22% 411,738 $28M $67.93 $27M +393,216 +2123.0%
91 SBUX 0.22% 304,543 $28M $91.63 $19M +211,108 +225.9%
92 PKI 0.21% 277,158 $27M $96.72 $9M +110,423 +66.2%
93 ICE 0.21% 144,450 $27M $183.47 -$15M -94,880 -39.6%
94 MBLY 0.20% 1,455,884 $26M $17.98 +1,455,884 NEW
95 CCI 0.20% 251,906 $26M $102.73 -$3M -21,811 -8.0%
96 AON 0.20% 71,776 $26M $356.76 -$20M -42,218 -37.0%
97 BAC 0.20% 540,374 $26M $47.32 $7M +106,175 +24.4%
98 SNDK 0.20% 560,144 $25M $45.35 -$163K +23,156 +4.3%
99 WAB 0.20% 119,912 $25M $209.35 -$19M -122,301 -50.5%
100 CHWY 0.19% 587,575 $25M $42.62 $8M +78,612 +15.4%

Options Breakdown

96 Calls $847M Call Value 84 Puts $608M Put Value 0.72 P/C Ratio

Top Calls

SymbolSharesValueStatus
IWM 539,000 $116M NEW
SPY 169,000 $104M
QQQ 125,000 $69M
FXI 1,675,000 $62M NEW
BA 222,400 $47M
GDX 820,000 $43M NEW
SLV 1,200,000 $39M
ASHR 1,200,000 $33M
XLF 500,000 $26M
GOOGL 130,000 $23M

Top Puts

SymbolSharesValueStatus
SMH 250,000 $70M
FXI 1,725,000 $63M
GDX 929,000 $48M NEW
SPY 72,000 $44M
QQQ 78,500 $43M
COIN 119,000 $42M NEW
EEM 727,500 $35M NEW
XLF 500,000 $26M
GOOGL 105,000 $19M
SLV 500,000 $16M

New Positions

SymbolValue% Port
JHX $61M 0.47%
DKNG $57M 0.44%
MGNI $46M 0.36%
SKX $37M 0.28%
CRCL $32M 0.25%
MBLY $26M 0.20%
NCLH $24M 0.19%
TTAN $21M 0.17%
FRT $19M 0.15%
SMA $18M 0.14%
REG $17M 0.14%
EXPE $17M 0.13%
AVB $16M 0.13%
WGS $16M 0.12%
EFX $15M 0.12%

Sold Out Positions

SymbolValue% Port
UAMY —%
AAP —%
EXPD —%
ARCO —%
ATEN —%
UNFI —%
ED —%
GNK —%
FLR —%
HMC —%
WTM —%
ALG —%
AGCO —%
ABG —%
SLVM —%
View SEC EDGAR Filings for Schonfeld Strategic Advisors LLC →

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