Graham Capital Management, L.P. Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$1.9B

Holdings

102

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
GQ9SPDR GOLD TRUST
$629.0M
TESLA INC
$85.0M
AK STL CORP
$79.6M
CHESAPEAKE ENERGY CORP
$70.3M
POWERSHARES QQQ TRUST
$60.8M
AMD 2.125 09/01/26ADVANCED MICRO DEVICES INC
$58.7M
TWXCHFTIME WARNER INC
$58.3M
NXPINXP SEMICONDUCTORS N V
$57.1M
TESLA INC
$52.2M
XLESELECT SECTOR SPDR TR
$51.2M
SILVER STD RES INC
$43.8M
HERBALIFE LTD
$42.4M
WEATHERFORD INTL LTD
$42.4M
XLYSELECT SECTOR SPDR TR
$40.9M
XLFSELECT SECTOR SPDR TR
$37.4M
REDWOOD TR INC
$33.9M
AAPLAPPLE INC
$33.0M
SOLARCITY CORP
$29.3M
IMMUNOMEDICS INC
$26.0M
VIPSHOP HLDGS LTD
$25.2M
EWZISHARES INC
$20.2M
GOLAR LNG LTD
$18.5M
RADIUS HEALTH INC
$17.7M
PRETIUM RES INC
$16.7M
GDXVANECK VECTORS ETF TR
$16.5M
AMLPUSDALPS ETF TR
$15.9M
RTW HLDGS INC
$14.9M
DHT HOLDINGS INC
$14.6M
ARRAY BIOPHARMA INC
$13.4M
INTERCEPT PHARMACEUTICALS IN
$10.4M
VALEVALE S A
$9.8M
MONSANTO CO NEW
$9.2M
SPWR 4 01/15/23SUNPOWER CORP
$8.8M
TAT&T INC
$7.1M
AKORN INC
$6.9M
RIGTRANSOCEAN LTD
$6.4M
GOGO INC
$6.3M
IBBISHARES TR
$5.3M
CALIFORNIA RES CORP
$5.1M
TWO HBRS INVT CORP
$5.1M
CMECME GROUP INC
$4.9M
GSV CAP CORP
$4.0M
TSLATESLA INC
$4.0M
SUNPOWER CORP
$3.8M
BHCVALEANT PHARMACEUTICALS INTL
$3.2M
EXASEXACT SCIENCES CORP
$3.1M
IRDMIRIDIUM COMMUNICATIONS INC
$2.8M
AEGEAN MARINE PETE NETWORK I
$2.7M
MATMATTEL INC
$2.6M
GOLAR LNG PARTNERS LP
$2.6M
ENDO INTL PLC
$2.3M
EEMISHARES TR
$1.9M
LEE1EURLEE ENTERPRISES INC
$1.8M
TEVA PHARMACEUTICAL FIN LLC
$1.8M
GOGOGOGO INC
$1.7M
ADSKAUTODESK INC
$1.1M
BKNGBOOKING HLDGS INC
$1.1M
DALDELTA AIR LINES INC DEL
$1.1M
MUMICRON TECHNOLOGY INC
$1.1M
XPOXPO LOGISTICS INC
$1.1M
MGMMGM RESORTS INTERNATIONAL
$1.1M
ALLERGAN PLC
$1.0M
STZCONSTELLATION BRANDS INC
$1.0M
NFLXNETFLIX INC
$1.0M
NOWSERVICENOW INC
$1.0M
ALLYALLY FINL INC
$1.0M
DELLDELL TECHNOLOGIES INC
$1.0M
DXCDXC TECHNOLOGY CO
$1.0M
NXSTNEXSTAR MEDIA GROUP INC
$999K
GDDYGODADDY INC
$999K
MAMASTERCARD INCORPORATED
$997K
GOOGLALPHABET INC
$987K
BRK/BBERKSHIRE HATHAWAY INC DEL
$984K
ROCKWELL COLLINS INC
$983K
FLT1EURFLEETCOR TECHNOLOGIES INC
$982K
PYPLPAYPAL HLDGS INC
$976K
VVISA INC
$973K
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
$973K
MSFTMICROSOFT CORP
$970K
AMZNAMAZON COM INC
$965K
AETNA INC NEW
$963K
BABAALIBABA GROUP HLDG LTD
$961K
WFCWELLS FARGO CO NEW
$961K
LBRDKLIBERTY BROADBAND CORP
$955K
ADNTADIENT PLC
$944K
ZAYOEURZAYO GROUP HLDGS INC
$941K
IQVIQVIA HLDGS INC
$940K
CMCSACOMCAST CORP NEW
$938K
JPMJPMORGAN CHASE & CO
$937K
ATVIEURACTIVISION BLIZZARD INC
$936K
BACBANK AMER CORP
$936K
TRVCCITIGROUP INC
$933K
CHTRCHARTER COMMUNICATIONS INC N
$920K
BABOEING CO
$919K
GCI LIBERTY INC
$904K
DOWDUPONT INC
$894K
METAFACEBOOK INC
$879K
QCOMQUALCOMM INC
$875K
CZREURCAESARS ENTMT CORP
$859K
AVGOBROADCOM LTD
$852K
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