account_balance
Investment manager · 13F filer · SEC CIK 2045703
ZEGA Investments, LLC
Reported value$534Mas of Sep 30, 2026
Positions189 23 new, 49 sold out
Top 10 weight63.4%AAPL alone is 18%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
18.1%Trimmed −11%
HYBLSsga Active Tr
9.7%Trimmed −3%
NVDANVIDIA Corp
9.0%Added +17%
SPYSPDR S&P 500 ETF Trust
6.6%Trimmed −28%
COSTCostco Wholesale Corp
5.5%Added +21%
MUMicron Technology Inc
3.2%Added +51%
ZHDGTidal Trust I
3.2%Trimmed −29%
AMZNAmazon.com Inc
3.0%Trimmed −28%
MSFTMicrosoft Corp
2.9%Trimmed −20%
XOMExxonMobil Holdings Corp
2.2%
TSLATesla, Inc.
2.1%
CATCaterpillar Inc
2.1%
AAPLApple Inc.
18.1%Trimmed −11%
HYBLSsga Active Tr
9.7%−3%
NVDANVIDIA Corp
9.0%+17%
SPYSPDR S&P 500 ETF Trust
6.6%−28%
COSTCostco Wholesale Corp
5.5%+21%
MU3.2%ZHDG3.2%
AMZN3.0%MSFT2.9%XOMTSLACAT2.1%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
AAPL Apple Inc. 18.1% Trimmed −11%
HYBL Ssga Active Tr 9.7% Trimmed −3%
NVDA NVIDIA Corp 9.0% Added +17%SPY SPDR S&P 500 ETF Trust 6.6% Trimmed −28%COST Costco Wholesale Corp 5.5% Added +21%MU Micron Technology Inc 3.2% Added +51%ZHDG Tidal Trust I 3.2% Trimmed −29%
AMZN Amazon.com Inc 3.0% Trimmed −28%MSFT Microsoft Corp 2.9% Trimmed −20%XOM ExxonMobil Holdings Corp 2.2% HeldTSLA Tesla, Inc. 2.1% Trimmed −14%CAT Caterpillar Inc 2.1% Added +303%What changed
Biggest moves since Jun 30, 2026
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