account_balance
Investment manager · 13F filer · SEC CIK 1692751
Sassicaia Capital Advisers LLC
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Reported value$227Mas of Jun 30, 2026
Positions32 23 new, 25 sold out
Top 10 weight90.9%SNDK alone is 36%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
36.5%Added +108%
AMDAdvanced Micro Devices Inc
22.4%New
INTCIntel Corp
7.8%New
MUMicron Technology Inc
7.7%Trimmed −55%
SPCXSpace Exploration Technologies Corp
5.5%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.8%
QQQInvesco QQQ Tr
2.7%+15%
NVDANVIDIA Corp
2.4%−69%
AMAT1.8%MRVLKLAC1.4%NBISSNDKSandisk Corp
36.5%Added +108%
AMDAdvanced Micro Devices Inc
22.4%New
INTCIntel Corp
7.8%
MUMicron Technology Inc
7.7%
SPCXSpace Exploration Technologies Corp
5.5%
TSM2.8%QQQ2.7%
NVDAAMATMRVLBoxes 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
SNDK Sandisk Corp 36.5% Added +108%AMD Advanced Micro Devices Inc 22.4% NewINTC Intel Corp 7.8% NewMU Micron Technology Inc 7.7% Trimmed −55%SPCX Space Exploration Technologies Corp 5.5% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 2.8% Added +246%
QQQ Invesco QQQ Tr 2.7% Added +15%
NVDA NVIDIA Corp 2.4% Trimmed −69%AMAT Applied Materials Inc 1.8% NewMRVL Marvell Technology, Inc. 1.4% Trimmed −67%KLAC KLA Corp 1.4% NewNBIS Nebius Group N.V. 1.1% Added +80%What changed
Biggest moves since Mar 31, 2026
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