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Investment manager · 13F filer · SEC CIK 1619390
Graticule Asia Macro Advisors LLC
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Reported value$1.33Bas of Jun 30, 2026
Positions208 206 new, 0 sold out
Top 10 weight98.5%BE alone is 96%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BE Bloom Energy Corp 95.5% Trimmed −7%NVDA NVIDIA Corp 2.8% HeldDXPE DXP Enterprises Inc 0.0% NewROK Rockwell Automation, Inc 0.0% NewLDOS Leidos Holdings, Inc. 0.0% NewKKR KKR & Co. Inc. 0.0% NewMCD McDonald's Corp 0.0% NewSPXC SPX Technologies, Inc. 0.0% NewNOVT Novanta Inc 0.0% NewANF Abercrombie & Fitch Co 0.0% NewBLBD Blue Bird Corp 0.0% NewXPO XPO, Inc. 0.0% New
What changed
Biggest moves since Mar 31, 2026
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