— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Schonfeld Strategic Advisors LLC

Q4 2025 · Filed 2026-02-17
Market Value
$19.4B
+40.0%
Holdings
2,272
+54
New Purchases
506
Added To
516
Closed
643
Reduced
592
Top 10 Concentration
46.8%
Turnover
50.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 28.78% 0.98% +27.80% $5.6B
NVDA 2.92% 1.29% +1.63% $568M
GOOG 0.96% 0.05% +0.91% $187M
AMZN 1.04% 0.16% +0.88% $202M
TSLA 0.95% 0.23% +0.72% $184M
MSFT 1.38% 0.71% +0.67% $268M
GOOGL 0.81% 0.15% +0.66% $157M
NFLX 0.71% 0.14% +0.57% $138M
MDLN 0.42% 0.00% +0.42% $82M
CARR 0.41% 0.03% +0.37% $79M
TEX 0.36% 0.00% +0.36% $70M
EEM 0.35% 0.00% +0.35% $68M
FXI 0.38% 0.04% +0.34% $73M
EXAS 0.31% 0.00% +0.31% $60M
FSLR 0.32% 0.01% +0.30% $62M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 6.98% 9.39% -2.41% $1.4B
ETHA 0.84% 2.43% -1.59% $163M
IBIT 2.07% 3.18% -1.11% $402M
UNP 0.03% 0.80% -0.76% $7M
AVGO 0.15% 0.88% -0.73% $28M
MRVL 0.13% 0.79% -0.67% $24M
FBTC 0.92% 1.58% -0.65% $179M
V 0.03% 0.61% -0.58% $6M
VST 0.05% 0.63% -0.57% $10M
CSX 0.02% 0.56% -0.53% $4M
LUV 0.00% 0.53% -0.53% $0
JNJ 0.00% 0.51% -0.51% $0
WDC 0.19% 0.62% -0.43% $36M
CNM 0.13% 0.54% -0.40% $25M
ARKB 0.71% 1.09% -0.38% $138M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $9.3B 47.8%
Large Cap 720 $6.5B 33.4%
Mid Cap 792 $3.0B 15.2%
Small Cap 508 $587M 3.0%
Micro Cap 186 $100M 0.5%

Portfolio Analytics

Avg Market Cap
$41.1B
Median Market Cap
$4.8B
Avg P/E
34.1
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,226
# ETFs / Funds
46

Top Holdings (2,272 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 28.78% 8,161,918 $5.6B $684.94 $5.5B +7,959,263 +3927.5%
2 SPY 6.98% 1,988,120 $1.4B $681.92 $53M +32,472 +1.7%
3 NVDA 2.92% 3,043,717 $568M $186.50 $389M +2,085,463 +217.6%
4 IBIT 2.07% 8,100,589 $402M $49.65 -$39M +1,318,191 +19.4%
5 MSFT 1.38% 553,435 $268M $483.62 $169M +363,402 +191.2%
6 AMZN 1.04% 874,681 $202M $230.82 $180M +774,403 +772.3%
7 GOOG 0.96% 596,339 $187M $313.80 $180M +568,296 +2026.5%
8 TSLA 0.95% 410,000 $184M $449.72 $153M +339,682 +483.1%
9 FBTC 0.92% 2,349,936 $179M $76.23 -$39M +160,005 +7.3%
10 ETHA 0.84% 7,274,831 $163M $22.43 -$174M -3,437,760 -32.1%
11 GOOGL 0.81% 503,146 $157M $313.00 $136M +415,763 +475.8%
12 ARKB 0.71% 4,768,707 $138M $29.04 -$13M +782,428 +19.6%
13 NFLX 0.71% 1,474,776 $138M $93.76 $119M +1,458,830 +9148.6%
14 CRH.L 0.57% 881,550 $110M $124.80 $54M +412,325 +87.9%
15 AMAT 0.55% 413,382 $106M $256.99 $31M +44,993 +12.2%
16 MDLN 0.42% 1,945,050 $82M $42.00 +1,945,050 NEW
17 CARR 0.41% 1,501,855 $79M $52.84 $75M +1,423,152 +1808.3%
18 META 0.38% 112,411 $74M $660.09 -$19M -14,167 -11.2%
19 FXI 0.38% 1,916,549 $73M $38.29 $68M +1,791,730 +1435.5%
20 WMS 0.38% 503,777 $73M $144.83 -$16M -138,431 -21.6%
21 TEX 0.36% 1,307,641 $70M $53.38 +1,307,641 NEW
22 EEM 0.35% 1,240,374 $68M $54.71 +1,240,374 NEW
23 EQIX 0.34% 85,966 $66M $766.16 $51M +66,950 +352.1%
24 TSM 0.34% 216,295 $66M $303.89 -$31M -129,996 -37.5%
25 FSLR 0.32% 235,504 $62M $261.23 $60M +227,556 +2863.1%
26 EXAS 0.31% 592,847 $60M $101.56 +592,847 NEW
27 VRT 0.31% 369,513 $60M $162.01 $28M +160,701 +77.0%
28 HOLX 0.31% 799,388 $60M $74.49 $58M +783,256 +4855.3%
29 BA 0.30% 272,375 $59M $217.12 $40M +182,638 +203.5%
30 URI 0.30% 72,900 $59M $809.32 $27M +39,749 +119.9%
31 BSX 0.29% 599,281 $57M $95.35 -$35M -341,343 -36.3%
32 NOW 0.29% 364,971 $56M $153.19 $43M +350,444 +2412.4%
33 RKLB 0.29% 799,739 $56M $69.76 $55M +785,957 +5702.8%
34 TRU 0.28% 632,286 $54M $85.75 $52M +600,433 +1885.0%
35 OMC 0.28% 668,854 $54M $80.75 $19M +240,744 +56.2%
36 A 0.28% 396,145 $54M $136.07 $53M +386,340 +3940.2%
37 FLS 0.28% 773,374 $54M $69.38 $987K -217,777 -22.0%
38 HON 0.27% 273,601 $53M $195.09 $31M +165,771 +153.7%
39 IEX 0.27% 295,711 $53M $177.94 $51M +285,506 +2797.7%
40 BITB 0.27% 1,105,512 $53M $47.56 $3M +315,860 +40.0%
41 WRE 0.26% 2,952,822 $51M $17.40 $22M +1,230,674 +71.5%
42 UAL 0.26% 457,972 $51M $111.82 $46M +399,652 +685.3%
43 AYI 0.25% 134,345 $48M $360.04 $31M +84,850 +171.4%
44 ELS 0.25% 793,023 $48M $60.61 $5M +77,016 +10.8%
45 EA 0.25% 234,456 $48M $204.33 +234,456 NEW
46 CBRE 0.24% 293,064 $47M $160.79 $22M +132,022 +82.0%
47 ALSN 0.24% 480,496 $47M $97.90 $46M +470,555 +4733.5%
48 ENTG 0.24% 553,259 $47M $84.25 $41M +488,395 +753.0%
49 VICI 0.23% 1,613,510 $45M $28.12 +1,613,510 NEW
50 RBRK 0.23% 592,364 $45M $76.48 +592,364 NEW
51 PH 0.23% 50,245 $44M $878.96 +50,245 NEW
52 TTWO 0.22% 170,519 $44M $256.03 $10M +40,881 +31.5%
53 JKHY 0.22% 235,566 $43M $182.48 $23M +102,829 +77.5%
54 SYK 0.22% 121,545 $43M $351.47 +121,545 NEW
55 MCO 0.21% 79,258 $40M $510.85 $9M +14,159 +21.8%
56 CMCSA 0.21% 1,350,987 $40M $29.89 $29M +983,727 +267.9%
57 CRM 0.21% 150,646 $40M $264.91 $29M +105,771 +235.7%
58 LBRDK 0.20% 814,855 $40M $48.60 -$3M +139,774 +20.7%
59 MAA 0.20% 282,694 $39M $138.91 $32M +228,838 +424.9%
60 ROKU 0.20% 361,751 $39M $108.49 $36M +332,020 +1116.8%
61 WMT 0.20% 351,277 $39M $111.41 $34M +297,708 +555.8%
62 EMR 0.20% 294,611 $39M $132.72 $39M +291,848 +10562.7%
63 PTON 0.20% 6,331,853 $39M $6.16 $12M +3,370,183 +113.8%
64 VRSN 0.20% 159,800 $39M $242.95 -$2M +12,735 +8.7%
65 ENS 0.20% 262,444 $39M $146.75 $34M +222,977 +565.0%
66 ROAD 0.20% 351,259 $38M $108.55 $20M +210,517 +149.6%
67 EPRT 0.19% 1,260,566 $37M $29.66 $37M +1,250,185 +12043.0%
68 COHR 0.19% 201,189 $37M $184.57 +201,189 NEW
69 LYV 0.19% 258,207 $37M $142.50 $15M +125,832 +95.1%
70 NSC 0.19% 127,266 $37M $288.72 $2M +12,296 +10.7%
71 CHYM 0.19% 1,436,579 $36M $25.17 +1,436,579 NEW
72 FETH 0.19% 1,220,042 $36M $29.61 -$15M -7,235 -0.6%
73 WDC 0.19% 208,981 $36M $172.27 -$50M -503,633 -70.7%
74 AME 0.18% 173,538 $36M $205.31 -$34M -194,847 -52.9%
75 BAC 0.18% 646,236 $36M $55.00 $14M +237,255 +58.0%
76 GM 0.18% 436,350 $35M $81.32 $10M +14,432 +3.4%
77 LITE 0.18% 95,427 $35M $368.59 -$7M -166,483 -63.6%
78 TT 0.18% 89,253 $35M $389.20 $18M +50,648 +131.2%
79 MASI 0.18% 265,036 $34M $130.06 $33M +254,152 +2335.1%
80 MCHP 0.18% 540,306 $34M $63.72 $23M +361,097 +201.5%
81 C 0.18% 294,641 $34M $116.69 $25M +201,896 +217.7%
82 MDB 0.17% 79,562 $33M $419.69 $17M +27,725 +53.5%
83 NDAQ 0.17% 343,667 $33M $97.13 $22M +213,842 +164.7%
84 TWLO 0.17% 226,033 $32M $142.24 +226,033 NEW
85 RNAM 0.16% 439,812 $32M $72.13 +439,812 NEW
86 GDX 0.16% 366,962 $31M $85.77 -$22M -331,509 -47.5%
87 BE 0.16% 360,189 $31M $86.89 -$29M -349,893 -49.3%
88 TSEM 0.16% 265,277 $31M $117.42 -$20M -437,716 -62.3%
89 CDNL 0.16% 1,285,430 $31M $24.18 +1,285,430 NEW
90 BLD 0.16% 74,324 $31M $417.19 $5M +7,991 +12.1%
91 USB 0.16% 580,929 $31M $53.36 $8M +97,415 +20.1%
92 NVT 0.16% 302,152 $31M $101.97 -$13M -142,283 -32.0%
93 U 0.16% 690,655 $31M $44.17 -$23M -635,142 -47.9%
94 TERN 0.16% 754,237 $30M $40.40 $16M -1,137,688 -60.1%
95 ICE 0.16% 188,113 $30M $161.96 $12M +76,687 +68.8%
96 HUBG 0.16% 709,273 $30M $42.61 $16M +297,775 +72.4%
97 GLPI 0.16% 676,149 $30M $44.69 $30M +661,257 +4440.4%
98 WCN 0.15% 170,373 $30M $175.36 $9M +53,822 +46.2%
99 LULU 0.15% 143,454 $30M $207.81 +143,454 NEW
100 RAL 0.15% 584,462 $30M $50.91 -$3M -168,478 -22.4%

Options Breakdown

131 Calls $1.4B Call Value 104 Puts $1.3B Put Value 0.94 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 438,400 $299M
FXI 2,591,600 $99M
TLT 978,300 $85M
KRE 1,296,600 $84M
HYG 900,000 $73M NEW
SLV 1,062,800 $68M
IWM 250,000 $62M
QQQ 75,000 $46M
XLE 918,200 $41M
XLF 700,000 $38M NEW

Top Puts

SymbolSharesValueStatus
SPY 237,500 $162M
FXI 2,576,900 $99M
SLV 1,462,800 $94M
HYG 900,000 $73M
GDX 754,200 $65M
ORCL 320,100 $62M NEW
GLD 155,800 $62M
TLT 707,300 $62M
IWM 250,000 $62M NEW
KRE 946,600 $61M NEW

New Positions

SymbolValue% Port
MDLN $82M 0.42%
TEX $70M 0.36%
EEM $68M 0.35%
EXAS $60M 0.31%
EA $48M 0.25%
VICI $45M 0.23%
RBRK $45M 0.23%
PH $44M 0.23%
SYK $43M 0.22%
COHR $37M 0.19%
CHYM $36M 0.19%
TWLO $32M 0.17%
RNAM $32M 0.16%
CDNL $31M 0.16%
LULU $30M 0.15%

Sold Out Positions

SymbolValue% Port
BKKT —%
PAC —%
AHRT —%
EXR —%
EXPD —%
HRB —%
APAM —%
IBP —%
ACN —%
NFG —%
ARW —%
DECK —%
FDX —%
CVS —%
AA —%
View SEC EDGAR Filings for Schonfeld Strategic Advisors LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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