account_balance
Investment manager · 13F filer · SEC CIK 2029917
Adapt Investment Managers SA
Reported value$457Mas of Sep 30, 2026
Positions18 4 new, 13 sold out
Top 10 weight83.8%SMH alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SMHVaneck ETF Trust
14.3%Added +67%
METAMeta Platforms, Inc.
13.0%Added +30%
MUMicron Technology Inc
10.9%New
TSLATesla, Inc.
8.1%Added +3532%
GOOGAlphabet Inc.
7.3%Added +85%
ORCLOracle Corp
7.3%Added +275%
GLDSPDR Gold Trust
6.2%Added +6%
AMZNAmazon.com Inc
6.0%Added +53%
NFLXNetflix Inc
5.4%New
MSFTMicrosoft Corp
5.3%Trimmed −63%
NVDANVIDIA Corp
5.0%Trimmed −66%
IBMInternational Business Machines Corp
4.6%New
SMHVaneck ETF Trust
14.3%Added +67%
METAMeta Platforms, Inc.
13.0%Added +30%
MUMicron Technology Inc
10.9%New
TSLATesla, Inc.
8.1%+3532%
GOOGAlphabet Inc.
7.3%+85%
ORCLOracle Corp
7.3%
GLDSPDR Gold Trust
6.2%
AMZNAmazon.com Inc
6.0%
NFLXNetflix Inc
5.4%
MSFT5.3%NVDAIBM4.6%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
SMH Vaneck ETF Trust 14.3% Added +67%
META Meta Platforms, Inc. 13.0% Added +30%MU Micron Technology Inc 10.9% NewTSLA Tesla, Inc. 8.1% Added +3532%GOOG Alphabet Inc. 7.3% Added +85%ORCL Oracle Corp 7.3% Added +275%GLD SPDR Gold Trust 6.2% Added +6%AMZN Amazon.com Inc 6.0% Added +53%NFLX Netflix Inc 5.4% NewMSFT Microsoft Corp 5.3% Trimmed −63%NVDA NVIDIA Corp 5.0% Trimmed −66%IBM International Business Machines Corp 4.6% NewWhat changed
Biggest moves since Jun 30, 2026
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