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