Terminal · Institutions

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

BALESTRA CAPITAL LTD. 13F Holdings -- Portfolio & Top Positions (2015-09-30)

BALESTRA CAPITAL LTD. (CIK 1007446) reported $42.5M across 2 reported positions in its SEC 13F filing for 2015-09-30. Largest positions: SPY ($24.9M, 58.65%), XLY ($8.9M, 20.98%), QQQ ($8.7M, 20.37%), MFIC ($0, 0.00%), AAPL ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$24.9M58.65%130,000New
2XLYSELECT SECTOR SPDR TR$8.9M20.98%120,000New
3QQQPOWERSHARES QQQ TRUST$8.7M20.37%85,000New
4MFICAPOLLO INVT CORP$00.00%0Exited
5AAPLAPPLE INC$00.00%0Exited
6BABOEING CO$00.00%0Exited
7PARACBS CORP NEW$00.00%0Exited
8CSCOCISCO SYS INC$00.00%0Exited
9CMCSACOMCAST CORP NEW$00.00%0Exited
10OCSLFIFTH STREET FINANCE CORP$00.00%0Exited
11OCSIFIFTH STR SR FLOATNG RATE CO$00.00%0Exited
12GEGENERAL ELECTRIC CO$00.00%0Exited
13GOOGGOOGLE INC$00.00%0Exited
14MVNRMAVENIR SYS INC$00.00%0Exited
15XRTSPDR SERIES TRUST$00.00%0Exited
16SNDK1SANDISK CORP$00.00%0Exited
17AERAERCAP HOLDINGS NV$00.00%0Exited
18STLAFIAT CHRYSLER AUTOMOBILES N$00.00%0Exited
19NXPINXP SEMICONDUCTORS N V$00.00%0Exited

Source: SEC Form 13F filings · as of 2015-09-30