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.
Longitude (Cayman) Ltd. (CIK 1664999) reported $244.4M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SOFI ($28.3M, 11.57%), AMD ($15.7M, 6.42%), MSTR ($15.7M, 6.42%), NFLX ($14.4M, 5.91%), IBIT ($14.1M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SOFI | SOFI TECHNOLOGIES INC | $28.3M | 11.57% | 1.8M | Added |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $15.7M | 6.42% | 77,100 | Added |
| 3 | MSTR | STRATEGY INC | $15.7M | 6.42% | 125,700 | Added |
| 4 | NFLX | NETFLIX INC. | $14.4M | 5.91% | 150,100 | New |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | $14.1M | 5.75% | 366,000 | Added |
| 6 | PYPL | PAYPAL HLDGS INC | $13.6M | 5.56% | 300,500 | Added |
| 7 | IGV | ISHARES TR | $12.0M | 4.93% | 150,500 | New |
| 8 | TSLA | TESLA INC | $11.0M | 4.50% | 29,600 | Added |
| 9 | NU | NU HLDGS LTD | $10.4M | 4.28% | 727,000 | Added |
| 10 | BMNRD | BITMINE IMMERSION TECNOLOGIE | $10.4M | 4.25% | 525,500 | Added |
| 11 | CMG | CHIPOTLE MEXICAN GRILL INC | $9.7M | 3.96% | 302,000 | Added |
| 12 | ARM | ARM HOLDINGS PLC | $8.3M | 3.41% | 55,000 | Trimmed |
| 13 | RACE | FERRARI N V | $7.9M | 3.25% | 23,450 | Added |
| 14 | AMZN | AMAZON COM INC | $7.6M | 3.09% | 36,300 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $6.6M | 2.69% | 37,700 | Trimmed |
| 16 | NVO | NOVO-NORDISK A S | $6.3M | 2.57% | 170,900 | Trimmed |
| 17 | JBLU | JETBLUE AIRWAYS CORP | $5.8M | 2.38% | 1.3M | Trimmed |
| 18 | AAPL | APPLE INC | $5.7M | 2.32% | 22,300 | Added |
| 19 | GOOGL | ALPHABET INC | $5.1M | 2.08% | 17,700 | Added |
| 20 | META | META PLATFORMS INC | $5.1M | 2.07% | 8,850 | Added |
| 21 | IVES | WEDBUSH SER TR | $4.5M | 1.83% | 158,000 | Added |
| 22 | GRNY | TIDAL TRUST I | $4.2M | 1.70% | 174,000 | Added |
| 23 | HOOD | ROBINHOOD MKTS INC | $4.0M | 1.64% | 58,000 | New |
| 24 | MU | MICRON TECHNOLOGY INC | $3.9M | 1.59% | 11,500 | New |
| 25 | BABA | ALIBABA GROUP HLDG LTD | $3.8M | 1.54% | 29,900 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31