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Crystal Cove Asset Management, LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-15
Market Value
$76M
Holdings
17
New Purchases
17
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
97.4%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $5M 6.8%
Large Cap 4 $43M 56.6%
Mid Cap 7 $27M 35.3%
Small Cap 2 $910K 1.2%

Portfolio Analytics

Avg Market Cap
$728.7B
Median Market Cap
$9.7B
Avg P/E
86.6
Median P/E
28.2
Avg Dividend Yield
0.00%
Avg Beta
1.31
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AR 31.37% 559,555 $24M $42.44
2 EOSE 28.16% 4,298,487 $21M $4.96
3 IREN 24.29% 536,504 $18M $34.28
4 AAPL 5.28% 15,753 $4M $253.79
5 RIG 3.26% 371,780 $2M $6.63
6 VAL 1.79% 13,800 $1M $98.04
7 INV 0.96% 185,000 $723K $3.91
8 HCC 0.92% 7,500 $699K $93.15
9 MSFT 0.68% 1,394 $516K $370.17
10 RRC 0.68% 11,383 $514K $45.18
11 EQT 0.50% 5,932 $378K $63.64
12 TSLA 0.50% 1,014 $377K $371.75
13 TMO 0.48% 733 $360K $491.53
14 AMZN 0.37% 1,340 $279K $208.27
15 COMP 0.28% 29,218 $214K $7.31
16 SBSW 0.25% 15,300 $188K $12.32
17 MLTX 0.25% 10,000 $186K $18.64

New Positions

SymbolValue% Port
AR $24M 31.37%
EOSE $21M 28.16%
IREN $18M 24.29%
AAPL $4M 5.28%
RIG $2M 3.26%
VAL $1M 1.79%
INV $723K 0.96%
HCC $699K 0.92%
MSFT $516K 0.68%
RRC $514K 0.68%
EQT $378K 0.50%
TSLA $377K 0.50%
TMO $360K 0.48%
AMZN $279K 0.37%
COMP $214K 0.28%
View SEC EDGAR Filings for Crystal Cove Asset Management, LLC →

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