Readystate Asset Management LP

Reported value$2.46Bas of Jun 30, 2026

Positions509 252 new, 147 sold out

Top 10 weight26%Rivian Automotive INC alone is 4%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Rivian Automotive INC

Rivian Automotive INC

4.3%Trimmed

WBD

Warner Bros Discovery INC

4.2%Added

SMCIP

Super Micro Computer INC

2.7%New

Merit Med Sys INC

Merit Med Sys INC

2.6%New

Blackberry Ltd

Blackberry Ltd

2.4%

NSC

Norfolk Southn Corp

2.3%Trimmed

Granite Constr INC

Granite Constr INC

2.0%Trimmed

Lantheus Hldgs INC

Lantheus Hldgs INC

1.9%

HSY

GOOGM

499 others

73.8%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

SMCIP $66.7M
Merit Med Sys INC $64.2M
GOOGM $45.4M
GOOGN $45.4M

arrow_upwardAdded

VOYG +1464%
RBLX +686%
FISV +467%
CMCSA +380%

arrow_downwardTrimmed

Mirum Pharmaceuticals INC −80%
Centrus Energy Corp −56%
SHOP −55%
SIRI −55%

remove_circleSold out

Soleno Therapeutics INC $31.9M
Masimo Corp $30.4M
Super Micro Computer INC $21.8M
EA $19.3M