Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Atlatl Advisers LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Atlatl Advisers LLC (CIK 2023168) reported $421.1M across 459 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($54.7M, 12.98%), SPY ($44.2M, 10.49%), MUB ($28.1M, 6.66%), SNDK ($17.3M, 4.12%), VOO ($14.5M, 3.44%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TRUST SERIES I$54.7M12.98%74,258Added
2SPYSTATE STREET SPDR S&P 500 ETF$44.2M10.49%59,131New
3MUBISHARES NATIONAL MUNI BOND ETF$28.1M6.66%260,812Added
4SNDKSANDISK CORP COM$17.3M4.12%7,624New
5VOOVANGUARD S&P 500 ETF$14.5M3.44%21,099Added
6MUMICRON TECHNOLOGY INC COM$12.8M3.04%11,080Added
7IUSBISHARES CORE TOTAL USD BOND MARKET ETF$11.5M2.73%248,945Trimmed
8WDCWESTERN DIGITAL CORP COM$8.9M2.11%13,912Added
9AMDADVANCED MICRO DEVICES INC COM$7.8M1.86%13,478New
10STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$7.7M1.82%7,951New
11LRCXLAM RESEARCH CORP COM NEW$7.0M1.67%16,210Added
12MRVLMARVELL TECHNOLOGY INC COM$6.9M1.64%23,205New
13AMATAPPLIED MATLS INC COM$6.8M1.61%9,365New
14PANWPALO ALTO NETWORKS INC COM$6.6M1.57%19,438New
15LMUBISHARES LONG-TERM NATIONAL MUNI BOND ETF$6.6M1.56%128,359Added
16INTCINTEL CORP COM$6.5M1.55%46,787New
17FIXCOMFORT SYS USA INC COM$6.1M1.44%3,063New
18GLWCORNING INC COM$6.0M1.42%23,349New
19TERTERADYNE INC COM$5.9M1.40%12,198New
20CIENCIENA CORP COM NEW$5.9M1.39%11,976Added
21GOVTISHARES U.S. TREASURY BOND ETF$5.6M1.34%247,655Added
22DELLDELL TECHNOLOGIES INC CL C$5.6M1.33%13,016New
23HPEHEWLETT PACKARD ENTERPRISE CO COM$5.5M1.31%122,008New
24KLACKLA CORP COM NEW$5.5M1.30%18,120New
25ARMARM HOLDINGS PLC SPONSORED ADS$5.1M1.20%14,276New

Source: SEC Form 13F filings · as of 2026-06-30