account_balance
Investment manager · 13F filer · SEC CIK 1664999
Longitude (Cayman) Ltd.
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Reported value$170Mas of Sep 30, 2026
Positions23 4 new, 8 sold out
Top 10 weight76.0%AMD alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
15.3%Trimmed −15%
SPCXSpace Exploration Technologies Corp
13.6%Added +545%
IBITiShares Bitcoin Trust ETF
10.8%Trimmed −4%
SOFISoFi Technologies, Inc.
8.3%Added +11%
BMNRBitmine Immersion Technologies, Inc.
6.3%Added +3%
MSTRStrategy Inc
4.8%Trimmed −2%
MUMicron Technology Inc
4.7%Added +550%
METAMeta Platforms, Inc.
4.4%
NVDANVIDIA Corp
4.1%−11%
TSLATesla, Inc.
3.8%−41%
ARMArm Holdings PLC
3.7%+5%
AMZNAmazon.com Inc
3.5%+14%
AMDAdvanced Micro Devices Inc
15.3%Trimmed −15%
SPCXSpace Exploration Technologies Corp
13.6%Added +545%
IBITiShares Bitcoin Trust ETF
10.8%−4%
SOFISoFi Technologies, Inc.
8.3%+11%
BMNRBitmine Immersion Technologies, Inc.
6.3%+3%
MSTRStrategy Inc
4.8%
MUMicron Technology Inc
4.7%
METAMeta Platforms, Inc.
4.4%
NVDA4.1%TSLAARM3.7%AMZNBoxes 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
AMD Advanced Micro Devices Inc 15.3% Trimmed −15%SPCX Space Exploration Technologies Corp 13.6% Added +545%IBIT iShares Bitcoin Trust ETF 10.8% Trimmed −4%SOFI SoFi Technologies, Inc. 8.3% Added +11%BMNR Bitmine Immersion Technologies, Inc. 6.3% Added +3%MSTR Strategy Inc 4.8% Trimmed −2%MU Micron Technology Inc 4.7% Added +550%META Meta Platforms, Inc. 4.4% HeldNVDA NVIDIA Corp 4.1% Trimmed −11%TSLA Tesla, Inc. 3.8% Trimmed −41%ARM Arm Holdings PLC 3.7% Added +5%AMZN Amazon.com Inc 3.5% Added +14%
What changed
Biggest moves since Jun 30, 2026
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