account_balance
Investment manager · 13F filer · SEC CIK 2078353
October Effect Ltd
Reported value$98.3Mas of Sep 30, 2026
Positions62 4 new, 6 sold out
Top 10 weight46.8%NVDA alone is 8%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.5%
WDCWestern Digital Corp
5.5%Trimmed −6%
METAMeta Platforms, Inc.
5.1%
BILSPDR Series Trust
4.7%Added +18%
AMDAdvanced Micro Devices Inc
4.5%
INTCIntel Corp
4.2%Trimmed −6%
QQQINeos ETF Trust
3.7%Added +324%
RDDTReddit, Inc.
3.6%Trimmed −11%
GEGeneral Electric Co
3.5%
SPYSPDR S&P 500 ETF Trust
3.5%Added +9%
GOOGLAlphabet Inc.
3.2%+12%
PSLVSprott Physical Silver Trust
2.8%+8%
NVDANVIDIA Corp
8.5%
WDCWestern Digital Corp
5.5%−6%
METAMeta Platforms, Inc.
5.1%
BILSPDR Series Trust
4.7%+18%
AMDAdvanced Micro Devices Inc
4.5%
INTCIntel Corp
4.2%
QQQINeos ETF Trust
3.7%
RDDTReddit, Inc.
3.6%
GEGeneral Electric Co
3.5%
SPY3.5%GOOGLPSLVBoxes 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
NVDA NVIDIA Corp 8.5% HeldWDC Western Digital Corp 5.5% Trimmed −6%META Meta Platforms, Inc. 5.1% Held
BIL SPDR Series Trust 4.7% Added +18%
AMD Advanced Micro Devices Inc 4.5% HeldINTC Intel Corp 4.2% Trimmed −6%QQQI Neos ETF Trust 3.7% Added +324%
RDDT Reddit, Inc. 3.6% Trimmed −11%GE General Electric Co 3.5% HeldSPY SPDR S&P 500 ETF Trust 3.5% Added +9%GOOGL Alphabet Inc. 3.2% Added +12%PSLV Sprott Physical Silver Trust 2.8% Added +8%What changed
Biggest moves since Jun 30, 2026
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