Terminal · Institutions

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

STEVENS CAPITAL MANAGEMENT LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

STEVENS CAPITAL MANAGEMENT LP (CIK 1134813) reported $649.2M across 222 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($76.1M, 11.72%), TSLA ($67.7M, 10.43%), GOOGL ($29.0M, 4.47%), ORCL ($25.3M, 3.90%), GOOG ($24.0M, 3.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$76.1M11.72%436,096Added
2TSLATESLA INC$67.7M10.43%182,080Added
3GOOGLALPHABET INC$29.0M4.47%100,947Added
4ORCLORACLE CORP$25.3M3.90%172,106Added
5GOOGALPHABET INC$24.0M3.70%83,651Added
6CMECME GROUP INC$22.2M3.41%75,000Hold
7PLTRPALANTIR TECHNOLOGIES INC$22.1M3.40%150,981Added
8SPYSTATE STR SPDR S&P 500 ETF T$17.8M2.74%27,381New
9HYGISHARES TR$15.6M2.41%196,300New
10AVGOBROADCOM INC$13.8M2.13%44,649New
11SHOPSHOPIFY INC$11.1M1.71%93,425New
12XLESELECT SECTOR SPDR TR$11.0M1.70%179,700Added
13HOODROBINHOOD MKTS INC$10.8M1.67%156,346Added
14AMZNAMAZON COM INC$10.7M1.65%51,539New
15COINCOINBASE GLOBAL INC$9.4M1.45%54,041New
16LLYELI LILLY & CO$9.3M1.44%10,162Added
17APPAPPLOVIN CORP$8.6M1.32%21,515Added
18BABAALIBABA GROUP HLDG LTD$8.6M1.32%68,200Added
19AAPLAPPLE INC$8.0M1.23%31,458Added
20TSMTAIWAN SEMICONDUCTOR MANUFAC$7.9M1.22%23,417Added
21SNDKSANDISK CORP$7.8M1.20%12,245New
22CRMSALESFORCE INC$7.5M1.16%40,413Added
23NVONOVO-NORDISK A S$7.0M1.09%191,736New
24XLFSELECT SECTOR SPDR TR$6.8M1.05%138,500Added
25JPMJPMORGAN CHASE & CO$6.8M1.05%23,275Added

Source: SEC Form 13F filings · as of 2026-03-31