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Asset Manager ← All Institutions

Schonfeld Strategic Advisors LLC

Q3 2025 · Filed 2025-11-14
Market Value
$13.9B
+7.8%
Holdings
2,218
-75
New Purchases
512
Added To
613
Closed
452
Reduced
634
Top 10 Concentration
22.4%
Turnover
43.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 9.39% 7.50% +1.89% $1.3B
ETHA 2.43% 0.66% +1.78% $338M
IVV 0.98% 0.00% +0.98% $136M
AVGO 0.88% 0.02% +0.86% $122M
UNP 0.80% 0.01% +0.78% $110M
MRVL 0.79% 0.04% +0.76% $110M
META 0.67% 0.07% +0.60% $93M
AMAT 0.54% 0.00% +0.54% $75M
LUV 0.53% 0.00% +0.53% $74M
V 0.61% 0.08% +0.53% $84M
JNJ 0.51% 0.01% +0.50% $71M
IBIT 3.18% 2.69% +0.48% $441M
BE 0.43% 0.00% +0.43% $60M
VST 0.63% 0.23% +0.39% $87M
GDX 0.38% 0.00% +0.38% $53M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBTC 1.58% 3.40% -1.83% $219M
QQQ 0.21% 1.03% -0.82% $30M
CAT 0.20% 0.95% -0.74% $28M
BITB 0.35% 0.89% -0.53% $49M
INTU 0.05% 0.58% -0.53% $7M
APP 0.11% 0.61% -0.50% $15M
GD 0.00% 0.49% -0.48% $650K
JHX 0.00% 0.47% -0.47% $0
TXN 0.03% 0.50% -0.46% $4M
AAPL 0.40% 0.86% -0.46% $56M
MA 0.25% 0.71% -0.46% $35M
LLY 0.13% 0.58% -0.45% $18M
AMZN 0.16% 0.60% -0.44% $22M
MS 0.00% 0.43% -0.43% $0
DKNG 0.01% 0.44% -0.43% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $3.0B 21.9%
Large Cap 748 $6.7B 48.6%
Mid Cap 797 $3.4B 24.3%
Small Cap 429 $565M 4.1%
Micro Cap 176 $153M 1.1%

Portfolio Analytics

Avg Market Cap
$42.6B
Median Market Cap
$5.6B
Avg P/E
34.0
Median P/E
21.8
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
2,165
# ETFs / Funds
53

Top Holdings (2,218 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 9.39% 1,955,648 $1.3B $666.18 $338M +394,074 +25.2%
2 IBIT 3.18% 6,782,398 $441M $65.00 $94M +1,118,183 +19.7%
3 ETHA 2.43% 10,712,591 $338M $31.51 $253M +6,283,778 +141.9%
4 FBTC 1.58% 2,189,931 $219M $99.81 -$219M -2,468,035 -53.0%
5 NVDA 1.29% 958,254 $179M $186.58 $30M +15,265 +1.6%
6 ARKB 1.09% 3,986,279 $152M $38.02 $32M +659,692 +19.8%
7 IVV 0.98% 202,655 $136M $669.30 +202,655 NEW
8 AVGO 0.88% 370,360 $122M $329.91 $119M +358,910 +3134.6%
9 UNP 0.80% 466,879 $110M $236.37 $109M +459,242 +6013.4%
10 MRVL 0.79% 1,307,610 $110M $84.07 $105M +1,246,350 +2034.5%
11 MSFT 0.71% 190,033 $98M $517.95 $51M +94,810 +99.6%
12 TSM 0.70% 346,291 $97M $279.29 -$21M -172,061 -33.2%
13 META 0.67% 126,578 $93M $734.38 $85M +115,185 +1011.0%
14 BSX 0.66% 940,624 $92M $97.63 $25M +319,943 +51.5%
15 WMS 0.64% 642,208 $89M $138.70 $40M +217,881 +51.4%
16 VST 0.63% 443,517 $87M $195.92 $57M +288,605 +186.3%
17 WDC 0.62% 712,614 $86M $120.06 $51M +174,047 +32.3%
18 V 0.61% 246,251 $84M $341.38 $74M +217,760 +764.3%
19 CSX 0.56% 2,174,509 $77M $35.51 -$29M -1,079,035 -33.2%
20 AMAT 0.54% 368,389 $75M $204.74 $75M +364,957 +10634.0%
21 CNM 0.54% 1,379,820 $74M $53.83 $53M +1,022,864 +286.6%
22 LUV 0.53% 2,315,028 $74M $31.91 $73M +2,295,328 +11651.4%
23 JNJ 0.51% 381,737 $71M $185.42 $70M +375,166 +5709.4%
24 AME 0.50% 368,385 $69M $188.00 $2M -5,283 -1.4%
25 BE 0.43% 710,082 $60M $84.57 $59M +685,003 +2731.4%
26 JAZZ 0.41% 436,443 $58M $131.80 $51M +373,383 +592.1%
27 CRH.L 0.41% 469,225 $56M $119.90 $2M -118,373 -20.1%
28 AAPL 0.40% 218,607 $56M $254.63 -$55M -322,579 -59.6%
29 GDX 0.38% 698,471 $53M $76.40 +698,471 NEW
30 U 0.38% 1,325,797 $53M $40.04 $34M +548,580 +70.6%
31 BMY 0.38% 1,178,101 $53M $44.90 $52M +1,152,283 +4463.1%
32 FLS 0.38% 991,151 $53M $53.14 $13M +225,820 +29.5%
33 FETH 0.37% 1,227,277 $51M $41.55 $47M +1,066,477 +663.2%
34 TSEM 0.37% 702,993 $51M $72.30 $36M +349,759 +99.0%
35 TTMI 0.36% 876,239 $50M $57.60 $49M +829,894 +1790.7%
36 BITB 0.35% 789,652 $49M $62.22 -$65M -1,154,620 -59.4%
37 TMUS 0.35% 200,093 $48M $239.38 $14M +55,823 +38.7%
38 SPOT 0.34% 67,321 $47M $698.00 $46M +66,668 +10209.5%
39 VRNA 0.34% 438,062 $47M $106.71 $43M +395,112 +919.9%
40 ORCL 0.33% 162,895 $46M $281.24 -$30M -186,045 -53.3%
41 UTHR 0.33% 108,951 $46M $419.21 $45M +106,471 +4293.2%
42 BIIB 0.32% 320,154 $45M $140.08 $37M +256,165 +400.3%
43 RBLX 0.32% 320,247 $44M $138.52 $11M +2,400 +0.8%
44 NVT 0.32% 444,435 $44M $98.64 -$9M -283,165 -38.9%
45 ELS 0.31% 716,007 $43M $60.70 $42M +694,566 +3239.4%
46 LBRDK 0.31% 675,081 $43M $63.54 $7M +307,233 +83.5%
47 LITE 0.31% 261,910 $43M $162.71 $6M -124,234 -32.2%
48 AXTA 0.30% 1,464,564 $42M $28.62 $37M +1,304,973 +817.7%
49 AON 0.30% 115,509 $41M $356.58 $16M +43,733 +60.9%
50 VRSN 0.30% 147,065 $41M $279.57 +147,065 NEW
51 ACLX 0.30% 500,315 $41M $82.10 $18M +153,587 +44.3%
52 PKG 0.29% 185,514 $40M $217.93 $36M +159,898 +624.2%
53 COF 0.29% 188,442 $40M $212.58 $23M +110,585 +142.0%
54 VLTO 0.28% 366,812 $39M $106.61 $39M +362,030 +7570.7%
55 STLD 0.28% 274,861 $38M $139.43 $38M +270,473 +6163.9%
56 LRCX 0.27% 283,033 $38M $133.90 $20M +102,626 +56.9%
57 REG 0.27% 511,302 $37M $72.90 $20M +267,277 +109.5%
58 RIO 0.27% 562,259 $37M $66.01 +562,259 NEW
59 UNH 0.27% 106,866 $37M $345.30 $32M +91,948 +616.4%
60 SMA 0.26% 956,893 $36M $37.64 $18M +455,978 +91.0%
61 MRK 0.26% 427,765 $36M $83.93 $32M +377,266 +747.1%
62 EBAY 0.26% 393,348 $36M $90.95 $31M +324,749 +473.4%
63 FIS 0.25% 536,249 $35M $65.94 $18M +319,332 +147.2%
64 MA 0.25% 61,693 $35M $568.81 -$57M -101,851 -62.3%
65 OMC 0.25% 428,110 $35M $81.53 -$272K -60,854 -12.4%
66 NSC 0.25% 114,970 $35M $300.41 -$26M -120,947 -51.3%
67 CMI 0.25% 81,719 $35M $422.37 $2M -17,354 -17.5%
68 FCX 0.25% 878,777 $34M $39.22 $21M +574,884 +189.2%
69 RARE 0.25% 1,144,589 $34M $30.08 $14M +577,414 +101.8%
70 CVNA 0.25% 90,202 $34M $377.24 -$11M -44,465 -33.0%
71 MU 0.24% 202,076 $34M $167.32 -$26M -283,035 -58.3%
72 DHR 0.24% 169,993 $34M $198.26 $12M +61,610 +56.8%
73 TTWO 0.24% 129,638 $33M $258.36 $13M +45,294 +53.7%
74 VRSK 0.24% 131,885 $33M $251.51 $32M +129,171 +4759.4%
75 ESAB 0.24% 295,745 $33M $111.74 $20M +191,029 +182.4%
76 RAL 0.24% 752,940 $33M $43.73 $29M +677,133 +893.2%
77 CB 0.23% 115,339 $33M $282.25 $11M +41,484 +56.2%
78 NSA 0.23% 1,067,548 $32M $30.22 $28M +937,939 +723.7%
79 GVA 0.23% 292,641 $32M $109.65 -$7M -123,486 -29.7%
80 URI 0.23% 33,151 $32M $954.66 $21M +19,081 +135.6%
81 VRT 0.23% 208,812 $32M $150.86 $14M +73,626 +54.5%
82 TSLA 0.23% 70,318 $31M $444.72 $30M +66,788 +1892.0%
83 MCO 0.22% 65,099 $31M $476.48 -$64K +3,132 +5.0%
84 NVO 0.22% 557,519 $31M $55.49 +557,519 NEW
85 WPC 0.22% 456,623 $31M $67.57 $30M +438,078 +2362.2%
86 Z 0.22% 396,737 $31M $77.05 +396,737 NEW
87 CNK 0.22% 1,082,389 $30M $28.02 $28M +1,011,412 +1425.0%
88 MOS 0.22% 865,698 $30M $34.68 $6M +217,524 +33.6%
89 QQQ 0.21% 49,639 $30M $600.37 -$103M -190,836 -79.4%
90 ZK 0.21% 975,101 $30M $30.48 $20M +612,844 +169.2%
91 DIS 0.21% 258,465 $30M $114.50 -$8M -42,665 -14.2%
92 WELL 0.21% 165,668 $30M $178.14 $22M +118,860 +253.9%
93 WRE 0.21% 1,722,148 $29M $16.86 +1,722,148 NEW
94 DLTR 0.21% 305,081 $29M $94.37 $26M +278,811 +1061.3%
95 CYBR 0.21% 59,245 $29M $483.15 $8M +7,940 +15.5%
96 SKT 0.20% 832,777 $28M $33.84 $27M +796,411 +2190.0%
97 HAS 0.20% 368,618 $28M $75.85 $24M +308,405 +512.2%
98 EPR 0.20% 480,859 $28M $58.01 +480,859 NEW
99 CAT 0.20% 58,410 $28M $477.15 -$94M -255,118 -81.4%
100 AMD 0.20% 171,850 $28M $161.79 $16M +85,795 +99.7%

Options Breakdown

123 Calls $904M Call Value 103 Puts $2.4B Put Value 2.62 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 222,100 $148M
BABA 423,300 $76M
FCX 1,119,400 $44M NEW
FXI 991,600 $41M
EEM 700,000 $37M NEW
ASHR 1,000,000 $33M
QQQ 50,300 $30M
EWZ 910,100 $28M
XBI 275,000 $28M NEW
KWEB 600,000 $25M

Top Puts

SymbolSharesValueStatus
HYG 17,750,000 $1.4B NEW
SPY 317,000 $211M
QQQ 186,300 $112M
TSLA 154,500 $69M
MCD 200,000 $61M NEW
FXI 991,600 $41M
EWZ 985,300 $31M
GDX 385,000 $29M
PFE 1,049,000 $27M NEW
BABA 128,700 $23M NEW

New Positions

SymbolValue% Port
IVV $136M 0.98%
GDX $53M 0.38%
VRSN $41M 0.30%
RIO $37M 0.27%
NVO $31M 0.22%
Z $31M 0.22%
WRE $29M 0.21%
EPR $28M 0.20%
SBAC $27M 0.20%
AMP $26M 0.19%
ERJ $26M 0.18%
CIEN $22M 0.16%
GPC $18M 0.13%
MNDY $18M 0.13%
EXPD $15M 0.11%

Sold Out Positions

SymbolValue% Port
YUM —%
AVB —%
BDX —%
AIR —%
ARMK —%
DY —%
HLI —%
JHG —%
QXO —%
SA —%
VOYG —%
ALV —%
ATI —%
EGP —%
ESRT —%
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