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Maplelane Capital, Llc
správce aktiv · portfolio $5.51 mld. · 338 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 13.08.2026; změna — oproti 31.03.2026 · 67
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 1 078 800 | $184 mil. | 7.72% | nová |
| Texas Instruments Incorporat… US:TXN | 582 000 | $173 mil. | 7.27% | nová |
| Amazon.com, Inc. US:AMZN | 655 000 | $156 mil. | 6.54% | nová |
| NVIDIA Corporation US:NVDA | 777 000 | $155 mil. | 6.51% | −168 000 |
| Fox Corp US:FOXA | 2 293 000 | $120 mil. | 5.01% | nová |
| CELESTICA INC US:CLS | 321 000 | $117 mil. | 4.91% | +210 000 |
| Lattice Semiconductor Corpor… US:LSCC | 738 000 | $113 mil. | 4.73% | nová |
| TTM TECHNOLOGIES INC US:TTMI | 566 000 | $106 mil. | 4.44% | nová |
| EchoStar Corporation US:ECHO | 880 000 | $89.3 mil. | 3.74% | nová |
| Snowflake Inc. US:SNOW | 346 000 | $88.1 mil. | 3.69% | nová |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 299 000 | $81.3 mil. | 3.41% | nová |
| Natera, Inc. US:NTRA | 222 000 | $60.3 mil. | 2.52% | −117 000 |
| Microsoft Corporation US:MSFT | 157 900 | $58.9 mil. | 2.47% | nová |
| Live Nation Entertainment, I… US:LYV | 317 000 | $58.0 mil. | 2.43% | −221 237 |
| Synopsys Inc US:SNPS | 124 000 | $55.3 mil. | 2.32% | +1 000 |
| Advanced Micro Devices Inc US:AMD | 94 000 | $54.6 mil. | 2.29% | −88 000 |
| Visa Inc. Class A US:V | 157 000 | $53.9 mil. | 2.26% | +117 000 |
| Motorola Solutions Inc US:MSI | 120 000 | $49.8 mil. | 2.09% | nová |
| Somnigroup International Inc… US:SGI | 578 600 | $45.4 mil. | 1.90% | nová |
| Alphabet Inc. US:GOOGL | 120 000 | $42.9 mil. | 1.80% | — |
| Alphabet Inc. US:GOOG | 120 000 | $42.4 mil. | 1.78% | nová |
| MasTec Inc US:MTZ | 88 800 | $36.9 mil. | 1.55% | nová |
| Coherent Inc US:COHR | 83 000 | $32.7 mil. | 1.37% | −362 000 |
| Entegris Inc US:ENTG | 165 000 | $29.7 mil. | 1.24% | +10 000 |
| Lionsgate Studios Holding Co… US:LION | 1 905 800 | $29.2 mil. | 1.22% | nová |
| Cerebras Systems Inc. US:CBRS | 132 000 | $29.2 mil. | 1.22% | nová |
| Datadog, Inc. US:DDOG | 107 001 | $27.9 mil. | 1.17% | nová |
| Taiwan Semiconductor Manufac… US:TSM · depozitní certifikát | 55 700 | $26.6 mil. | 1.11% | −70 322 |
| Sea Ltd US:SE · depozitní certifikát | 273 900 | $26.2 mil. | 1.10% | −434 100 |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 25 001 | $24.1 mil. | 1.01% | nová |
| Talen Energy Corporation US:TLN | 61 192 | $23.5 mil. | 0.99% | nová |
| Roku Inc US:ROKU | 160 000 | $22.1 mil. | 0.93% | +89 000 |
| TERAWULF INC. US:WULF | 780 000 | $19.3 mil. | 0.81% | nová |
| Forgent Power Solutions, Inc… US:FPS | 320 000 | $17.9 mil. | 0.75% | −796 246 |
| Compass Inc US:COMP | 1 390 000 | $17.1 mil. | 0.72% | nová |
| Liberty Media Corporation Se… US:FWONK | 170 400 | $16.2 mil. | 0.68% | −1 100 |
| DoorDash, Inc. Class A US:DASH | 86 000 | $15.9 mil. | 0.66% | nová |
| FTAI AVIATION LTD CUSIP G3730V105 | 57 200 | $15.5 mil. | 0.65% | nová |
| JAMES HARDIE INDS PLC CUSIP G4253H101 | 518 400 | $13.6 mil. | 0.57% | nová |
| Hut 8 Corp. US:HUT | 113 800 | $13.1 mil. | 0.55% | nová |
| Quantinuum Inc. Class A US:QNT | 150 000 | $12.3 mil. | 0.51% | nová |
| Sweetgreen Inc US:SG | 1 050 200 | $9.25 mil. | 0.39% | −412 600 |
| Digital Realty Trust Inc US:DLR | 39 054 | $7.01 mil. | 0.29% | nová |
| STMicroelectronics NV ADR US:STM · depozitní certifikát | 80 000 | $5.99 mil. | 0.25% | nová |
| Coupang LLC US:CPNG | 340 000 | $5.91 mil. | 0.25% | nová |
| Carvana Co US:CVNA | 70 000 | $4.61 mil. | 0.19% | nová |
| T-Mobile US Inc US:TMUS | 1 | $168 | 0.00% | nová |
| AT&T Inc. US:T | 1 | $21 | 0.00% | nová |
| Alibaba Group Holding Limite… US:BABA · depozitní certifikát | 0 (bylo 12 000) | — | — | prodána |
| AMER SPORTS INC CUSIP G0260P102 | 0 (bylo 39 233) | — | — | prodána |
| Analog Devices Inc US:ADI | 0 (bylo 104 000) | — | — | prodána |
| BITDEER TECHNOLOGIES GROUP CUSIP G11448100 | 0 (bylo 1) | — | — | prodána |
| ASML HLDG NV CUSIP N07059210 | 0 (bylo 15 000) | — | — | prodána |
| The Boeing Company US:BA | 0 (bylo 120 000) | — | — | prodána |
| Chewy Inc US:CHWY | 0 (bylo 640 000) | — | — | prodána |
| EquipmentShare.com Inc Class… US:EQPT | 0 (bylo 100 000) | — | — | prodána |
| Meta Platforms, Inc. US:META | 0 (bylo 74 500) | — | — | prodána |
| Figure Technology Solutions,… US:FIGR | 0 (bylo 681 000) | — | — | prodána |
| Hyperliquid Strategies Inc US:PURR | 0 (bylo 575 000) | — | — | prodána |
| Lam Research Corp US:LRCX | 0 (bylo 621 000) | — | — | prodána |
| Micron Technology Inc US:MU | 0 (bylo 146 000) | — | — | prodána |
| Okta, Inc. US:OKTA | 0 (bylo 35 000) | — | — | prodána |
| Sherwin-Williams Co US:SHW | 0 (bylo 122 000) | — | — | prodána |
| United Airlines Holdings Inc US:UAL | 0 (bylo 213 000) | — | — | prodána |
| Vistra Corp. US:VST | 0 (bylo 40 000) | — | — | prodána |
| Zillow Group Inc Class C US:Z | 0 (bylo 114 600) | — | — | prodána |
| Zillow Group Inc Class C US:Z | 0 (bylo 115 000) | — | — | prodána |
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