DBA TRADING, LLC: 13F holdings
CIK 20676082026Q2
| Positions | 39 |
|---|
| Reported value | $198.9m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 39 (+0 vs prior quarter) |
|---|
| Reported value | $198.9m (-1.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APLD APPLIED DIGITAL CORP | 5,576,235 | $132.4m | 66.5% |
| RILY BRC GROUP HOLDINGS INC | 3,227,869 | $23.6m | 11.9% |
| GOOG ALPHABET INC | 19,600 | $5.6m | 2.8% |
| SEQUANS COMMUNICATIONS S A | 1,400,111 | $3.5m | 1.8% |
| MSFT MICROSOFT CORP | 8,600 | $3.2m | 1.6% |
| GOOGL ALPHABET INC | 10,200 | $2.9m | 1.5% |
| FERROGLOBE PLC | 460,000 | $1.9m | 1.0% |
| DRVN DRIVEN BRANDS HLDGS INC | 150,000 | $1.9m | 1.0% |
| OLN OLIN CORP | 60,000 | $1.8m | 0.9% |
| MGNI MAGNITE INC | 150,000 | $1.8m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067608")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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