Brevan Howard Capital Management LP

CIK: 0001512857Latest portfolio: $9.2B · Q4 2025

Holdings

1,644

Total Value

$9.2B

New Positions

428

Closed Positions

600

#StockSharesValue% PortfolioChangeType
1
IBITISHARES BITCOIN TRUST ETF
18,607,558$922.0M10.07%-23,345,690Put
2
LQDISHARES TR
5,915,000$650.0M7.10%-85,000Put
3
NVDANVIDIA CORPORATION
2,603,652$482.0M5.26%+583KPut
4
FTKIFIRST TR EXCHANGE TRADED FD
57,081,120$450.0M4.91%NEW
5
HYGISHARES TR
4,903,200$394.0M4.30%-3,708,600Put
6
PDDPDD HOLDINGS INC
197,000$357.0M3.90%-871,375Put
7
NDQINVESCO QQQ TR
400,000$244.0M2.66%NEWCall
8
TLTISHARES TR
2,160,000$187.0M2.04%+160KPut
9
BABAALIBABA GROUP HLDG LTD
1,240,550$178.0M1.94%+476KPut
10
GOOGLALPHABET INC
549,884$171.0M1.87%NEW
11
BACBANK AMERICA CORP
3,062,959$167.0M1.82%NEWCall
12
GOOGALPHABET INC
480,053$149.0M1.63%NEW
13
IVVISHARES TR
162,970$112.0M1.22%NEW
14
WMTWALMART INC
975,623$108.0M1.18%NEWCall
15
XLUSELECT SECTOR SPDR TR
1,920,000$81.0M0.88%NEWPut
16
BIDUNBAIDU INC
613,003$77.0M0.84%-2,085,602Put
17
ORCLORACLE CORP
402,175$77.0M0.84%NEWCall
18
AAPLAPPLE INC
274,033$73.0M0.80%NEW
19
AVGOBROADCOM INC
211,631$73.0M0.80%+161K
20
XHBSPDR SERIES TRUST
660,000$67.0M0.73%+496KCall
21
BBARRICK MNG CORP
1,499,501$65.0M0.71%NEW
22
TSLATESLA INC
147,564$65.0M0.71%NEWPut
23
AGNCAGNC INVT CORP
5,549,356$59.0M0.64%+3.4MPut
24
ASHRDBX ETF TR
1,606,857$52.0M0.57%-10,605,577Call
25
XLBSELECT SECTOR SPDR TR
1,000,000$44.0M0.48%NEWPut

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AGNC5.5M+3.4M
CAN7.0M+2.2M
NVDA2.6M+583K
XHB660K+496K
SNDX515K+391K
IRS396K+385K
ADPT371K+354K
CVBF300K+287K
EQX293K+275K
CIFR390K+274K

Decreased Positions

NameSharesChange
IBIT18.6M-23345690
HYG4.9M-3708600
MSFT17K-2766387
EFR17K-820240
ALIT220K-639584
PLUN182K-376366
F24K-319912
SABR115K-300965
XRX28K-292127
PTLO18K-216079

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Energy0.0% ($2.8000160001200067e+164T)
Real Estate0.0% ($5.9000500050004e+159T)
Basic Materials0.0% ($6.500040000190002e+152T)
Consumer Defensive0.0% ($1.080001100060006e+138T)
Communication Services0.0% ($1.710001490003e+132T)
Utilities0.0% ($1.4000600050004e+114T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$9.2B1,878
Q3 2025Nov 14, 2025$22.4T2,007
Q2 2025Aug 14, 2025$17.3T1,894
Q1 2025May 15, 2025$10.4T1,752
Q4 2024Feb 14, 2025$15.6T1,263
Q3 2024Nov 14, 2024$14365.1T1,179
Q2 2024Aug 14, 2024$11191.8T1,022
Q1 2024May 15, 2024$11097.7T987
Q4 2023Feb 14, 2024$8183.0T1,030
Q3 2023Nov 14, 2023$7760.6T403
Q2 2023Aug 14, 2023$4790.0T209
Q1 2023May 15, 2023$3809.3T127
Q4 2022Feb 14, 2023$2991.6T88
Q3 2022Nov 14, 2022$2.7T76
Q2 2022Aug 15, 2022$2.4T48
Q1 2022May 16, 2022$1.9T34
Q4 2021Feb 14, 2022$138.0B20
Q3 2021Nov 12, 2021$769.6B36
Q2 2021Aug 13, 2021$364.9B41
Q1 2021May 14, 2021$680.6B55
Q4 2020Feb 12, 2021$498.6B26
Q3 2017Nov 14, 2017$43.5B30
Q2 2017Aug 14, 2017$19.7B3
Q1 2017May 15, 2017$20.5B2
Q4 2016Feb 14, 2017$33.9B2
Q3 2016Nov 14, 2016$1.2T13
Q2 2016Aug 15, 2016$913.4B5
Q1 2016May 16, 2016$1.3T17
Q4 2015Feb 16, 2016$198.1B12
Q3 2015Nov 16, 2015$198.4B19
Q2 2015Aug 14, 2015$324.4B28
Q1 2015May 15, 2015$277.1B20
Q4 2014Feb 17, 2015$180.2B9
Q3 2014Nov 14, 2014$287.6B13
Q2 2014Aug 14, 2014$215.8B14
Q1 2014May 15, 2014$207.4B14
Q4 2013Feb 14, 2014$287.7B23
Q3 2013Nov 14, 2013$214.3B32
Q2 2013Aug 14, 2013$573.4B29

Fund Information

CIK0001512857
Most Recent FilingFeb 17, 2026
Number of Filings39

Brevan Howard Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $9.2B across 1,644 holdings. The largest position is ISHARES BITCOIN TRUST ETF (IBIT), representing 10.1% of the portfolio. Compared to the previous quarter, the fund opened 486 new positions and closed 659 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.