Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Graticule Asia Macro Advisors LLC (CIK 1619390) reported $648.7M across 2 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BE ($615.6M, 94.89%), NVDA ($33.1M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | $615.6M | 94.89% | 4.5M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $33.1M | 5.11% | 189,900 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31