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Asset Manager ← All Institutions

Hunting Hill Global Capital, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$180M
+129.0%
Holdings
81
+2
New Purchases
18
Added To
29
Closed
9
Reduced
3
Top 10 Concentration
65.6%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBIT 9.53% 0.60% +8.93% $17M
GLD 8.85% 0.78% +8.07% $16M
HODL 6.77% 0.00% +6.77% $12M
BITB 6.76% 0.00% +6.76% $12M
FBTC 6.76% 0.00% +6.76% $12M
SPYV 5.34% 0.00% +5.34% $10M
GOOG 4.63% 0.00% +4.63% $8M
COIN 2.52% 1.08% +1.44% $5M
MRVL 1.09% 0.00% +1.09% $2M
APP 1.60% 0.75% +0.85% $3M
EWZ 0.84% 0.00% +0.84% $2M
HUBS 0.74% 0.00% +0.74% $1M
RKT 0.35% 0.00% +0.35% $633K
AKRO 0.31% 0.00% +0.31% $550K
RDDT 0.23% 0.00% +0.23% $412K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FOX 12.09% 28.26% -16.17% $22M
GOOGL 0.00% 7.73% -7.73% $0
ITCI 0.00% 4.67% -4.67% $0
NWSA 2.32% 4.86% -2.54% $4M
BECN 0.00% 2.04% -2.04% $0
CRH.L 1.40% 2.52% -1.12% $3M
ARES 1.79% 2.85% -1.06% $3M
DASH 1.51% 2.56% -1.05% $3M
VEEV 1.78% 2.67% -0.90% $3M
TW 0.94% 1.80% -0.85% $2M
LNG 1.06% 1.88% -0.82% $2M
TTD 1.76% 2.58% -0.82% $3M
X 0.00% 0.79% -0.79% $0
DESP 0.00% 0.77% -0.77% $0
KKR 0.78% 1.54% -0.77% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $8M 4.6%
Large Cap 50 $139M 77.3%
Mid Cap 11 $18M 9.9%
Small Cap 7 $13M 7.5%
Micro Cap 10 $1M 0.7%

Portfolio Analytics

Avg Market Cap
$208.2B
Median Market Cap
$15.7B
Avg P/E
43.6
Median P/E
34.4
Avg Dividend Yield
0.02%
Avg Beta
1.25
# Stocks
69
# ETFs / Funds
12

Top Holdings (81 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FOX 12.09% 420,853 $22M $51.63 -$455K
2 IBIT 9.53% 279,966 $17M $61.21 $17M +269,866 +2671.9%
3 GLD 8.85% 52,177 $16M $304.83 $15M +50,045 +2347.3%
4 HODL 6.77% 399,089 $12M $30.47 +399,089 NEW
5 BITB 6.76% 207,495 $12M $58.59 +207,495 NEW
6 FBTC 6.76% 129,326 $12M $93.99 +129,326 NEW
7 SPYV 5.34% 183,379 $10M $52.34 +183,379 NEW
8 GOOG 4.63% 46,912 $8M $177.39 +46,912 NEW
9 COIN 2.52% 12,900 $5M $350.49 $4M +7,996 +163.1%
10 NWSA 2.32% 140,174 $4M $29.72 $350K
11 ARES 1.79% 18,600 $3M $173.20 $985K +3,343 +21.9%
12 VEEV 1.78% 11,100 $3M $287.98 $1M +2,038 +22.5%
13 TTD 1.76% 43,900 $3M $71.99 $1M +6,900 +18.6%
14 APP 1.60% 8,200 $3M $350.08 $2M +5,988 +270.7%
15 DASH 1.51% 11,000 $3M $246.51 $701K
16 FERG 1.41% 11,600 $3M $217.75 $998K +2,065 +21.7%
17 CRH.L 1.40% 27,500 $3M $91.80 $545K +5,000 +22.2%
18 DDOG 1.35% 18,000 $2M $134.33 $957K +3,274 +22.2%
19 VRT 1.29% 18,100 $2M $128.41 $1M +3,296 +22.3%
20 HEI 1.13% 6,200 $2M $328.00 $670K +1,098 +21.5%
21 MRVL 1.09% 25,200 $2M $77.40 +25,200 NEW
22 LNG 1.06% 7,800 $2M $243.52 $422K +1,417 +22.2%
23 TW 0.94% 11,600 $2M $146.40 $286K +2,085 +21.9%
24 FCNCA 0.87% 800 $2M $1,956.47 $386K +164 +25.8%
25 CRWD 0.85% 3,017 $2M $509.31 $473K
26 EWZ 0.84% 52,234 $2M $28.85 +52,234 NEW
27 SWTX 0.81% 31,119 $1M $46.99 $829K +16,761 +116.7%
28 IWM 0.79% 6,560 $1M $215.79 $707K +3,006 +84.6%
29 HOOD 0.78% 14,900 $1M $93.63 $886K +2,667 +21.8%
30 KKR 0.78% 10,471 $1M $133.03 $182K
31 HUBS 0.74% 2,400 $1M $556.63 +2,400 NEW
32 OWL 0.73% 68,100 $1M $19.21 $190K +12,312 +22.1%
33 JNPR 0.71% 32,003 $1M $39.93 $455K +9,270 +40.8%
34 SQ 0.69% 18,300 $1M $67.93 $430K +3,341 +22.3%
35 HEI-A 0.58% 4,000 $1M $258.75 $341K +712 +21.6%
36 SRG 0.52% 300,942 $927K $3.08 $16K +18,923 +6.7%
37 LPLA 0.48% 2,300 $862K $374.97 $250K +429 +22.9%
38 CVNA 0.45% 2,400 $809K $336.96 $390K +397 +19.8%
39 ZM 0.40% 9,300 $725K $77.98 $164K +1,693 +22.3%
40 RKT 0.35% 44,623 $633K $14.18 +44,623 NEW
41 RPRX 0.32% 15,934 $574K $36.03 $78K
42 AKRO 0.31% 10,301 $550K $53.36 +10,301 NEW
43 CNHI 0.30% 41,684 $540K $12.96 $28K
44 PINS 0.28% 13,875 $498K $35.86 $67K
45 SUI 0.27% 3,825 $484K $126.49 -$8K
46 LBRDK 0.26% 4,736 $466K $98.38 -$76K -1,638 -25.7%
47 TRU 0.25% 5,040 $444K $88.00 $25K
48 RDDT 0.23% 2,734 $412K $150.57 +2,734 NEW
49 SKX 0.23% 6,500 $410K $63.10 +6,500 NEW
50 MKL 0.22% 200 $399K $1,997.36 $78K +28 +16.3%
51 SRDX 0.20% 12,232 $363K $29.71 -$50K -1,311 -9.7%
52 BAH 0.20% 3,402 $354K $104.13 -$2K
53 AZEK 0.19% 6,313 $343K $54.35 +6,313 NEW
54 SLV 0.19% 10,178 $334K $32.81 -$286K -9,822 -49.1%
55 SGRY 0.18% 14,435 $321K $22.23 +14,435 NEW
56 DCTH 0.17% 22,668 $308K $13.60 $129K +8,550 +60.6%
57 ENTG 0.17% 3,764 $304K $80.65 -$26K
58 BMRN 0.17% 5,491 $302K $54.97 -$86K
59 AVTR 0.15% 20,387 $274K $13.46 -$56K
60 BSY 0.15% 4,894 $264K $53.97 +4,894 NEW
61 MFC 0.12% 6,600 $211K $31.97 $9K
62 MSTZ 0.11% 48,674 $203K $4.18 -$479K
63 CEPT 0.10% 16,605 $183K $11.03 +16,605 NEW
64 CUBA 0.06% 43,576 $110K $2.53 $4K +3,760 +9.4%
65 PCF 0.05% 14,317 $91K $6.35 -$4K
66 SGML 0.05% 19,033 $86K $4.50 +19,033 NEW
67 GDX 0.04% 1,481 $77K $52.06 +1,481 NEW
68 GRRRW —% 11,615 $9K $0.76 -$4K
69 ONMDW —% 30,200 $815 $0.03 $42
70 COCHW —% 18,395 $649 $0.04 $42
71 COEPW —% 16,382 $472 $0.03 $295
72 BARK-WT —% 10,000 $130 $0.01 -$570
73 ITCI —% -$4M -27,810 -100.0% SOLD
74 GOOGL —% -$6M -39,259 -100.0% SOLD
75 WBA —% -$343K -30,732 -100.0% SOLD
76 NVDA —% -$11K -100 -100.0% SOLD
77 TGT —% -$205K -1,967 -100.0% SOLD
78 BECN —% -$2M -12,961 -100.0% SOLD
79 X —% -$617K -14,589 -100.0% SOLD
80 BPT —% -$9K -16,953 -100.0% SOLD
81 DESP —% -$604K -32,160 -100.0% SOLD

Options Breakdown

16 Calls $50M Call Value 42 Puts $128M Put Value 2.58 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 41,000 $25M NEW
GLD 31,000 $9M
IWM 40,200 $9M
IBIT 51,000 $3M
SRG 255,800 $788K
APP 2,000 $700K NEW
JNPR 16,800 $671K NEW
DKS 1,900 $376K NEW
SLV 8,000 $262K
GDX 4,900 $255K NEW

Top Puts

SymbolSharesValueStatus
IBIT 728,800 $45M
SPY 45,000 $28M NEW
GLD 54,000 $16M NEW
COIN 26,500 $9M NEW
IWM 29,000 $6M
TLT 60,500 $5M NEW
EFA 41,500 $4M
DJT 101,900 $2M NEW
GDX 21,900 $1M NEW
AKRO 20,000 $1M NEW

New Positions

SymbolValue% Port
HODL $12M 6.77%
BITB $12M 6.76%
FBTC $12M 6.76%
SPYV $10M 5.34%
GOOG $8M 4.63%
MRVL $2M 1.09%
EWZ $2M 0.84%
HUBS $1M 0.74%
RKT $633K 0.35%
AKRO $550K 0.31%
RDDT $412K 0.23%
SKX $410K 0.23%
AZEK $343K 0.19%
SGRY $321K 0.18%
BSY $264K 0.15%

Sold Out Positions

SymbolValue% Port
TGT —%
GOOGL —%
NVDA —%
BECN —%
DESP —%
WBA —%
X —%
ITCI —%
BPT —%
View SEC EDGAR Filings for Hunting Hill Global Capital, LLC →

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