← k velkým investorům
Dymon Asia Capital (Singapore) Pte. Ltd.
správce aktiv · portfolio $2.21 mld. · 186 pozic · zpráva k 30.09.2026
Akciové pozice zpráva za 30.09.2026, podána 04.11.2026; změna — oproti 30.06.2026 · 224
| Společnost | Akcie | Hodnota | % portfolia | Změna za čtvrtletí |
|---|---|---|---|---|
| Intel Corporation US:INTC | 572 272 | $68.8 mil. | 7.51% | +332 172 |
| Amazon.com, Inc. US:AMZN | 245 492 | $61.2 mil. | 6.68% | +223 306 |
| Microsoft Corporation US:MSFT | 110 450 | $56.6 mil. | 6.19% | nová |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 59 148 | $54.6 mil. | 5.96% | +23 908 |
| Lam Research Corp US:LRCX | 140 700 | $46.2 mil. | 5.05% | +120 700 |
| NVIDIA Corporation US:NVDA | 183 568 | $41.9 mil. | 4.58% | nová |
| Broadcom Inc. US:AVGO | 108 000 | $37.9 mil. | 4.14% | nová |
| BERKSHIRE HATHAWAY INC US:BRK-A | 74 000 | $36.8 mil. | 4.02% | nová |
| Alibaba Group Holding Limite… US:BABA | 302 479 | $32.5 mil. | 3.55% | +238 600 |
| Uber Technologies Inc US:UBER | 415 234 | $28.4 mil. | 3.11% | +359 381 |
| Alphabet Inc. US:GOOGL | 68 795 | $23.7 mil. | 2.58% | +61 612 |
| Nokia Oyj US:NOK | 2 210 172 | $22.4 mil. | 2.45% | −364 668 |
| Boss Zhipin-W US:BZ | 1 296 763 | $19.2 mil. | 2.10% | +595 979 |
| GENCO SHIPPING & TRADING LTD CUSIP Y2685T131 | 645 420 | $16.9 mil. | 1.84% | +618 420 |
| Coherent Inc US:COHR | 58 040 | $16.7 mil. | 1.82% | nová |
| STAR BULK CARRIERS CORP. CUSIP Y8162K204 | 537 892 | $15.8 mil. | 1.72% | +127 192 |
| ZTO Express (Cayman) Inc US:ZTO | 750 000 | $14.6 mil. | 1.59% | nová |
| Allegheny Technologies Incor… US:ATI | 76 750 | $14.5 mil. | 1.59% | +34 830 |
| Delek US Energy Inc US:DK | 192 419 | $13.7 mil. | 1.50% | −364 681 |
| Valero Energy Corporation US:VLO | 34 551 | $13.4 mil. | 1.46% | −46 849 |
| Carpenter Technology Corpora… US:CRS | 32 308 | $12.6 mil. | 1.37% | +13 632 |
| Sea Ltd US:SE | 128 100 | $12.5 mil. | 1.36% | nová |
| Marathon Petroleum Corp US:MPC | 31 486 | $12.5 mil. | 1.36% | −38 343 |
| AMER SPORTS INC CUSIP G0260P102 | 360 100 | $9.83 mil. | 1.07% | +345 600 |
| Ametek Inc US:AME | 37 520 | $9.29 mil. | 1.02% | +8 120 |
| NAVIOS MARITIME PARTNERS LP CUSIP Y62267409 | 100 105 | $9.00 mil. | 0.98% | +40 405 |
| CrowdStrike Holdings, Inc. US:CRWD | 29 960 | $7.93 mil. | 0.87% | +28 526 |
| Full Truck Alliance Co. Ltd. US:YMM | 940 356 | $7.78 mil. | 0.85% | −792 054 |
| PDD Holdings Inc. US:PDD | 94 300 | $7.35 mil. | 0.80% | −15 700 |
| Hut 8 Corp. US:HUT | 81 889 | $7.05 mil. | 0.77% | nová |
| MasTec Inc US:MTZ | 26 360 | $5.63 mil. | 0.61% | +9 729 |
| Parker-Hannifin Corporation US:PH | 5 744 | $5.49 mil. | 0.60% | −1 456 |
| Micron Technology Inc US:MU | 4 879 | $5.20 mil. | 0.57% | −2 941 |
| American Express Company US:AXP | 16 810 | $5.11 mil. | 0.56% | +1 990 |
| Deere & Company US:DE | 7 480 | $5.02 mil. | 0.55% | nová |
| Progressive Corp US:PGR | 24 200 | $5.02 mil. | 0.55% | +3 100 |
| MORGAN STANLEY US:MS | 26 550 | $4.99 mil. | 0.55% | +2 550 |
| Emerson Electric Company US:EMR | 30 520 | $4.73 mil. | 0.52% | +17 720 |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 31 600 | $4.70 mil. | 0.51% | +18 200 |
| TERAWULF INC. US:WULF | 278 562 | $4.12 mil. | 0.45% | nová |
| Capital One Financial Corpor… US:COF | 21 100 | $4.07 mil. | 0.44% | +18 085 |
| PACCAR Inc US:PCAR | 36 933 | $4.06 mil. | 0.44% | nová |
| ATRenew Inc DRC US:RERE | 1 073 297 | $4.00 mil. | 0.44% | +647 841 |
| HIMALAYA SHIPPING LTD CUSIP G4660A103 | 219 296 | $3.81 mil. | 0.42% | −245 783 |
| Charles River Laboratories I… US:CRL | 12 150 | $3.58 mil. | 0.39% | nová |
| Thermo Fisher Scientific Inc US:TMO | 5 194 | $3.51 mil. | 0.38% | −2 806 |
| Atour Lifestyle Holdings Lim… US:ATAT | 106 511 | $3.47 mil. | 0.38% | −220 263 |
| Meta Platforms, Inc. US:META | 4 650 | $3.37 mil. | 0.37% | +3 512 |
| Danaher Corporation US:DHR | 15 000 | $3.32 mil. | 0.36% | nová |
| Sony Corp US:SONY | 137 400 | $3.23 mil. | 0.35% | nová |
| IQVIA Holdings Inc US:IQV | 12 000 | $3.23 mil. | 0.35% | +5 000 |
| Bank of America Corp US:BAC | 53 500 | $2.91 mil. | 0.32% | nová |
| Yum China Holdings Inc US:YUMC | 70 351 | $2.89 mil. | 0.32% | +24 327 |
| PayPay Corporation American… US:PAYP | 170 800 | $2.68 mil. | 0.29% | — |
| Bilibili Inc US:BILI | 176 939 | $2.66 mil. | 0.29% | nová |
| CELESTICA INC US:CLS | 6 738 | $2.44 mil. | 0.27% | nová |
| JOYY Inc US:JOYY | 29 852 | $2.40 mil. | 0.26% | +21 146 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 12 895 | $2.36 mil. | 0.26% | nová |
| Corteva, Inc. US:CTVA | 30 048 | $2.33 mil. | 0.25% | nová |
| Bloom Energy Corp US:BE | 8 100 | $2.24 mil. | 0.25% | −2 306 |
| Cadence Design Systems Inc US:CDNS | 6 700 | $2.21 mil. | 0.24% | nová |
| Marvell Technology, Inc. US:MRVL | 8 300 | $2.19 mil. | 0.24% | −19 300 |
| Johnson & Johnson US:JNJ | 8 000 | $2.12 mil. | 0.23% | −10 300 |
| TD SYNNEX CORP US:SNX | 7 800 | $2.00 mil. | 0.22% | nová |
| Vertex Pharmaceuticals Inc US:VRTX | 3 800 | $1.99 mil. | 0.22% | −1 746 |
| Deckers Outdoor Corporation US:DECK | 25 047 | $1.96 mil. | 0.21% | +1 397 |
| Vulcan Materials Company US:VMC | 8 000 | $1.96 mil. | 0.21% | nová |
| Nutrien Ltd US:NTR | 27 000 | $1.90 mil. | 0.21% | nová |
| The Boeing Company US:BA | 9 983 | $1.86 mil. | 0.20% | nová |
| MongoDB US:MDB | 5 100 | $1.78 mil. | 0.19% | nová |
| Marriott International, Inc. US:MAR | 4 810 | $1.71 mil. | 0.19% | nová |
| UNITEDHEALTH GROUP INC US:UNH | 4 453 | $1.63 mil. | 0.18% | nová |
| Amphenol Corporation US:APH | 19 000 | $1.60 mil. | 0.17% | +5 000 |
| Arista Networks US:ANET | 7 600 | $1.55 mil. | 0.17% | nová |
| Cardinal Health Inc US:CAH | 6 450 | $1.44 mil. | 0.16% | nová |
| Lumentum Holdings Inc. US:LITE | 1 350 | $1.31 mil. | 0.14% | nová |
| Rocket Companies Inc US:RKT | 112 500 | $1.29 mil. | 0.14% | −37 500 |
| Baker Hughes Co US:BKR | 22 980 | $1.26 mil. | 0.14% | +1 980 |
| ServiceNow Inc US:NOW | 9 000 | $1.21 mil. | 0.13% | nová |
| SHARKNINJA INC CUSIP G8068L108 | 6 500 | $1.17 mil. | 0.13% | nová |
| Twist Bioscience Corp US:TWST | 6 000 | $1.16 mil. | 0.13% | nová |
| UWM Holdings Corp US:UWMC | 967 800 | $1.14 mil. | 0.12% | nová |
| Hubbell Inc US:HUBB | 2 500 | $1.13 mil. | 0.12% | nová |
| Ross Stores Inc US:ROST | 4 800 | $1.12 mil. | 0.12% | nová |
| CoStar Group Inc US:CSGP | 40 000 | $1.10 mil. | 0.12% | nová |
| Microchip Technology Inc US:MCHP | 13 951 | $1.08 mil. | 0.12% | nová |
| Western Digital Corporation US:WDC | 2 345 | $1.07 mil. | 0.12% | nová |
| Okta, Inc. US:OKTA | 5 000 | $1.05 mil. | 0.11% | nová |
| FormFactor Inc US:FORM | 7 000 | $1.05 mil. | 0.11% | nová |
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 13 000 | $1.02 mil. | 0.11% | nová |
| SailPoint, Inc. US:SAIL | 50 000 | $1.02 mil. | 0.11% | nová |
| Huazhu Group Ltd US:HTHT | 22 646 | $969 tis. | 0.11% | nová |
| ASTRAZENECA PLC CUSIP G0593M107 | 6 000 | $969 tis. | 0.11% | −24 000 |
| MaxLinear Inc US:MXL | 10 200 | $921 tis. | 0.10% | nová |
| SEMTECH CORP US:SMTC | 5 000 | $892 tis. | 0.10% | −4 600 |
| Alamar Biosciences, Inc. US:ALMR | 26 000 | $886 tis. | 0.10% | +9 400 |
| MERCK & CO INC US:MRK | 6 000 | $872 tis. | 0.10% | −25 173 |
| Applied Materials Inc US:AMAT | 1 700 | $869 tis. | 0.09% | nová |
| Victoria's Secret & Co US:VSXY | 9 700 | $858 tis. | 0.09% | nová |
| Snowflake Inc. US:SNOW | 2 500 | $849 tis. | 0.09% | −7 500 |
| Fastly, Inc. US:FSLY | 30 000 | $770 tis. | 0.08% | nová |
| Caseys General Stores Inc US:CASY | 1 250 | $761 tis. | 0.08% | nová |
| Booking Holdings Inc US:BKNG | 4 280 | $697 tis. | 0.08% | nová |
| UNITED THERAPEUTICS Corp US:UTHR | 1 260 | $683 tis. | 0.07% | — |
| FRONTLINE PLC CUSIP M46528101 | 13 400 | $660 tis. | 0.07% | — |
| Zscaler, Inc. US:ZS | 3 000 | $598 tis. | 0.07% | nová |
| Eli Lilly and Company US:LLY | 500 | $579 tis. | 0.06% | −1 000 |
| MACOM Technology Solutions H… US:MTSI | 2 000 | $570 tis. | 0.06% | nová |
| Caterpillar Inc US:CAT | 700 | $568 tis. | 0.06% | nová |
| Quanta Services Inc US:PWR | 880 | $565 tis. | 0.06% | −248 |
| Acm Research Inc US:ACMR | 6 951 | $562 tis. | 0.06% | nová |
| Axsome Therapeutics Inc US:AXSM | 3 000 | $553 tis. | 0.06% | −1 000 |
| TAL Education Group US:TAL | 44 000 | $531 tis. | 0.06% | — |
| STRYKER CORP US:SYK | 1 900 | $523 tis. | 0.06% | −1 200 |
| BridgeBio Pharma Inc US:BBIO | 7 800 | $513 tis. | 0.06% | nová |
| Immunovant, Inc. US:IMVT | 15 100 | $510 tis. | 0.06% | −34 705 |
| Belite Bio, Inc US:BLTE | 3 000 | $509 tis. | 0.06% | +1 100 |
| ABIVAX US:ABVX | 5 100 | $505 tis. | 0.06% | nová |
| Airbnb Inc US:ABNB | 2 900 | $466 tis. | 0.05% | nová |
| ERMENEGILDO ZEGNA N V CUSIP N30577105 | 35 500 | $444 tis. | 0.05% | +17 500 |
| The TJX Companies Inc US:TJX | 3 350 | $443 tis. | 0.05% | — |
| ArcelorMittal S.A. US:MT | 6 500 | $434 tis. | 0.05% | +100 |
| MEDTRONIC PLC CUSIP G5960L103 | 5 000 | $431 tis. | 0.05% | −58 130 |
| Welltower Inc US:WELL | 1 700 | $391 tis. | 0.04% | nová |
| British American Tobacco p.l… US:BTI | 6 800 | $370 tis. | 0.04% | −26 900 |
| SK Hynix Inc. American Depos… US:SKHY | 2 000 | $368 tis. | 0.04% | nová |
| CHUBB LIMITED CUSIP H1467J104 | 1 100 | $358 tis. | 0.04% | +261 |
| SPDR® S&P Retail ETF US:XRT · ETF | 4 340 | $357 tis. | 0.04% | nová |
| Philip Morris International… US:PM | 1 800 | $343 tis. | 0.04% | nová |
| Solstice Advanced Materials,… US:SOLS | 5 900 | $332 tis. | 0.04% | nová |
| NIO Inc. US:NIO | 91 700 | $315 tis. | 0.03% | −91 700 |
| ON HLDG AG CUSIP H5919C104 | 10 000 | $296 tis. | 0.03% | nová |
| Tango Therapeutics, Inc. US:TNGX | 10 000 | $250 tis. | 0.03% | — |
| Burlington Stores Inc US:BURL | 880 | $235 tis. | 0.03% | nová |
| LOGITECH INTL S A CUSIP H50430232 | 2 252 | $227 tis. | 0.02% | nová |
| Hilton Worldwide Holdings In… US:HLT | 640 | $204 tis. | 0.02% | nová |
| Live Nation Entertainment, I… US:LYV | 1 200 | $203 tis. | 0.02% | nová |
| TRANSOCEAN LTD CUSIP H8817H100 | 36 800 | $193 tis. | 0.02% | — |
| Cognex Corporation US:CGNX | 0 (bylo 123 227) | — | — | prodána |
| Teradyne Inc US:TER | 0 (bylo 12 100) | — | — | prodána |
| International Business Machi… US:IBM | 0 (bylo 3 300) | — | — | prodána |
| NVENT ELEC PLC CUSIP G6700G107 | 0 (bylo 2 400) | — | — | prodána |
| abrdn Physical Silver Shares… US:SIVR · ETF | 0 (bylo 12 906) | — | — | prodána |
| Mueller Industries Inc US:MLI | 0 (bylo 3 700) | — | — | prodána |
| Cognizant Technology Solutio… US:CTSH | 0 (bylo 20 000) | — | — | prodána |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 0 (bylo 60 000) | — | — | prodána |
| International Flavors & Frag… US:IFF | 0 (bylo 25 000) | — | — | prodána |
| SEADRILL LTD CUSIP G7997W102 | 0 (bylo 222 300) | — | — | prodána |
| Advanced Micro Devices Inc US:AMD | 0 (bylo 36 231) | — | — | prodána |
| NetEase Inc US:NTES | 0 (bylo 4 269) | — | — | prodána |
| Coinbase Global Inc US:COIN | 0 (bylo 15 700) | — | — | prodána |
| Trevi Therapeutics Inc US:TRVI | 0 (bylo 35 300) | — | — | prodána |
| Invesco QQQ Trust US:QQQ · ETF | 0 (bylo 3 037) | — | — | prodána |
| BUNGE GLOBAL SA CUSIP H11356104 | 0 (bylo 6 971) | — | — | prodána |
| Affirm Holdings Inc US:AFRM | 0 (bylo 30 000) | — | — | prodána |
| New Oriental Education & Tec… US:EDU | 0 (bylo 10 000) | — | — | prodána |
| Comfort Systems USA Inc US:FIX | 0 (bylo 5 357) | — | — | prodána |
| Trip.com Group Limited US:TCOM | 0 (bylo 140 429) | — | — | prodána |
| Intuit Inc US:INTU | 0 (bylo 4 000) | — | — | prodána |
| AERCAP HOLDINGS NV CUSIP N00985106 | 0 (bylo 7 500) | — | — | prodána |
| Apple Inc. US:AAPL | 0 (bylo 2 570) | — | — | prodána |
| Novartis AG US:NVS | 0 (bylo 16 800) | — | — | prodána |
| Compass Inc US:COMP | 0 (bylo 481 800) | — | — | prodána |
| VNET Group Inc DRC US:VNET | 0 (bylo 29 368) | — | — | prodána |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 0 (bylo 8 228) | — | — | prodána |
| INNIO NV CUSIP N52A8C105 | 0 (bylo 223 600) | — | — | prodána |
| Applovin Corp US:APP | 0 (bylo 13 320) | — | — | prodána |
| PTC Inc US:PTC | 0 (bylo 27 000) | — | — | prodána |
| Palantir Technologies Inc. US:PLTR | 0 (bylo 19 607) | — | — | prodána |
| CoreWeave, Inc. US:CRWV | 0 (bylo 2 362) | — | — | prodána |
| VanEck Gold Miners ETF US:GDX · ETF | 0 (bylo 2 900) | — | — | prodána |
| Invesco KBW Bank ETF US:KBWB · ETF | 0 (bylo 9 218) | — | — | prodána |
| IREN LIMITED CUSIP Q4982L109 | 0 (bylo 33 300) | — | — | prodána |
| Arm Holdings plc US:ARM | 0 (bylo 3 832) | — | — | prodána |
| Revolution Medicines, Inc. US:RVMD | 0 (bylo 6 500) | — | — | prodána |
| Corning Incorporated US:GLW | 0 (bylo 10 800) | — | — | prodána |
| VanEck Semiconductor ETF US:SMH · ETF | 0 (bylo 15 603) | — | — | prodána |
| iShares 20+ Year Treasury Bo… US:TLT · ETF | 0 (bylo 8 434) | — | — | prodána |
| Astera Labs, Inc. US:ALAB | 0 (bylo 1 000) | — | — | prodána |
| Roundhill Memory ETF US:DRAM · ETF | 0 (bylo 10 000) | — | — | prodána |
| Definium Therapeutics, Inc. US:DFTX | 0 (bylo 13 289) | — | — | prodána |
| Vipshop Holdings Limited US:VIPS | 0 (bylo 42 071) | — | — | prodána |
| iShares iBoxx $ High Yield C… US:HYG · ETF | 0 (bylo 7 400) | — | — | prodána |
| AVIS BUDGET GROUP, INC. US:CAR | 0 (bylo 4 413) | — | — | prodána |
| Sandisk Corp US:SNDK | 0 (bylo 1 613) | — | — | prodána |
| Dell Technologies Inc. US:DELL | 0 (bylo 4 700) | — | — | prodána |
| Vishay Intertechnology Inc US:VSH | 0 (bylo 47 900) | — | — | prodána |
| JPMorgan Chase & Co. US:JPM | 0 (bylo 1 709) | — | — | prodána |
| W. R. Berkley Corp US:WRB | 0 (bylo 4 020) | — | — | prodána |
| Sanofi US:SNY | 0 (bylo 33 400) | — | — | prodána |
| Erasca Inc US:ERAS | 0 (bylo 52 300) | — | — | prodána |
| Walmart Inc. US:WMT | 0 (bylo 16 000) | — | — | prodána |
| Jackson Financial Inc US:JXN | 0 (bylo 2 675) | — | — | prodána |
| Biomarin Pharmaceutical Inc US:BMRN | 0 (bylo 11 000) | — | — | prodána |
| Savara Inc US:SVRA | 0 (bylo 46 000) | — | — | prodána |
| FEDEX CORP US:FDX | 0 (bylo 1 279) | — | — | prodána |
| Williams Companies Inc US:WMB | 0 (bylo 3 400) | — | — | prodána |
| KLA Corporation US:KLAC | 0 (bylo 30 000) | — | — | prodána |
| BioNTech SE US:BNTX | 0 (bylo 20 000) | — | — | prodána |
| Blackstone Inc. US:BX | 0 (bylo 1 808) | — | — | prodána |
| Space Exploration Technologi… US:SPCX | 0 (bylo 14 159) | — | — | prodána |
| FIVE BELOW, INC US:FIVE | 0 (bylo 8 233) | — | — | prodána |
| Wolfspeed, Inc. US:WOLF | 0 (bylo 4 196) | — | — | prodána |
| Keysight Technologies, Inc. US:KEYS | 0 (bylo 43 140) | — | — | prodána |
| Cameco Corp US:CCJ | 0 (bylo 32 400) | — | — | prodána |
| Block Inc US:XYZ | 0 (bylo 20 000) | — | — | prodána |
| Futu Holdings Ltd US:FUTU | 0 (bylo 31 870) | — | — | prodána |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 0 (bylo 44 000) | — | — | prodána |
| Estee Lauder Companies Inc US:EL | 0 (bylo 3 431) | — | — | prodána |
| Chemours Co US:CC | 0 (bylo 27 600) | — | — | prodána |
| Sun Life Financial Inc. US:SLF | 0 (bylo 3 682) | — | — | prodána |
| Gilead Sciences Inc US:GILD | 0 (bylo 80 000) | — | — | prodána |
| AXIS CAP HLDGS LTD CUSIP G0692U109 | 0 (bylo 2 630) | — | — | prodána |
| Levi Strauss & Co Class A US:LEVI | 0 (bylo 20 000) | — | — | prodána |
| Chevron Corp US:CVX | 0 (bylo 3 088) | — | — | prodána |
| Synopsys Inc US:SNPS | 0 (bylo 4 282) | — | — | prodána |
| Gildan Activewear Inc. US:GIL | 0 (bylo 18 200) | — | — | prodána |
| FTAI AVIATION LTD CUSIP G3730V105 | 0 (bylo 2 150) | — | — | prodána |
| MKS Instruments Inc US:MKSI | 0 (bylo 13 100) | — | — | prodána |
| Cogent Biosciences Inc US:COGT | 0 (bylo 22 700) | — | — | prodána |
| Tapestry Inc US:TPR | 0 (bylo 27 780) | — | — | prodána |
| The Hartford Insurance Group… US:HIG | 0 (bylo 2 141) | — | — | prodána |
| GRAB HOLDINGS LIMITED CUSIP G4124C109 | 0 (bylo 150 000) | — | — | prodána |
| Manulife Financial Corp US:MFC | 0 (bylo 7 134) | — | — | prodána |
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