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.
HAP Trading, LLC (CIK 1484972) reported $1.06B across 17 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: APP ($192.4M, 18.20%), META ($147.0M, 13.91%), COIN ($74.1M, 7.01%), AVGO ($54.0M, 5.10%), NVDA ($39.5M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $192.4M | 18.20% | 649,500 | Trimmed |
| 2 | META | META PLATFORMS INC | $147.0M | 13.91% | 899,566 | Trimmed |
| 3 | COIN | COINBASE GLOBAL INC | $74.1M | 7.01% | 681,886 | Added |
| 4 | AVGO | BROADCOM INC | $54.0M | 5.10% | 783,600 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $39.5M | 3.73% | 1.2M | Trimmed |
| 6 | ABC | CENCORA INC | $27.3M | 2.58% | 442,100 | Trimmed |
| 7 | NFLX | NETFLIX INC | $23.5M | 2.22% | 118,800 | Added |
| 8 | TSLA | TESLA INC | $23.3M | 2.21% | 548,973 | Added |
| 9 | MDB | MONGODB INC | $16.9M | 1.60% | 153,430 | Added |
| 10 | AMZN | AMAZON COM INC | $15.2M | 1.44% | 586,488 | Added |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | $14.9M | 1.41% | 453,582 | Added |
| 12 | PANW | PALO ALTO NETWORKS INC | $14.6M | 1.38% | 354,000 | Trimmed |
| 13 | EWC | ISHARES INC | $13.0M | 1.23% | 2.4M | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $12.5M | 1.19% | 231,305 | Trimmed |
| 15 | SMH | VANECK ETF TRUST | $12.2M | 1.15% | 207,261 | Trimmed |
| 16 | WDC | WESTERN DIGITAL CORP | $11.2M | 1.06% | 485,670 | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $11.2M | 1.06% | 653,558 | Added |
| 18 | W | WAYFAIR INC | $9.7M | 0.91% | 669,854 | Added |
| 19 | SPY | SPDR S&P 500 ETF TR | $9.5M | 0.90% | 595,200 | Added |
| 20 | GVA | GRANITE CONSTR INC | $9.3M | 0.88% | 232,617 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $8.9M | 0.84% | 237,600 | Added |
| 22 | ON | ON SEMICONDUCTOR CORP | $7.4M | 0.70% | 401,146 | Added |
| 23 | CLS | CELESTICA INC | $7.0M | 0.67% | 50,782 | New |
| 24 | GE | GE AEROSPACE | $7.0M | 0.66% | 237,238 | New |
| 25 | QQQ | INVESCO QQQ TR | $6.9M | 0.65% | 189,700 | Added |
Source: SEC Form 13F filings · as of 2025-06-30