Graham Capital Management, L.P. Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$2.5B

Holdings

972

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (972 positions)

StockValue
IWMISHARES TR
$222.1M
Z 0.75 09/01/24ZILLOW GROUP INC
$125.9M
PR 3.25 04/01/28CENTENNIAL RESOURCE DEV INC
$91.5M
$85.4M
CCL 5.75 04/01/23CARNIVAL CORP
$78.4M
MSTR 0.75 12/15/25MICROSTRATEGY INC
$55.5M
OPK 4.5 02/15/25OPKO HEALTH INC
$53.8M
SPWR 4 01/15/23SUNPOWER CORP
$47.6M
DGDOLLAR GEN CORP NEW
$39.5M
RIG 4 12/15/25 *TRANSOCEAN INC
$34.4M
STWD 4.375 04/01/23STARWOOD PPTY TR INC
$32.6M
GPRE 2.25 03/15/27GREEN PLAINS INC
$32.3M
BACBK OF AMERICA CORP
$31.1M
PERSHING SQUARE TONTINE HLDG
$26.0M
TILRAY BRANDS INC
$23.4M
ASOACADEMY SPORTS & OUTDOORS IN
$22.2M
DVNDEVON ENERGY CORP NEW
$21.1M
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
$19.3M
PRECIGEN INC
$19.1M
BTUPEABODY ENGR CORP
$18.1M
MNKD 2.5 03/01/26MANNKIND CORP
$17.8M
CMECME GROUP INC
$17.0M
MSFTMICROSOFT CORP
$16.8M
CGCCANOPY GROWTH CORP
$15.1M
EWZISHARES INC
$14.9M
MAXN 6.5 07/15/25MAXEON SOLAR TECHNOLOGIES LT
$13.8M
ENPHENPHASE ENERGY INC
$13.4M
TSLATESLA INC
$13.2M
GREENLIGHT CAP RE LTD
$13.2M
CCIVGBPLUCID GROUP INC
$13.0M
GMGENERAL MTRS CO
$11.8M
DVAX 2.5 05/15/26DYNAVAX TECHNOLOGIES CORP
$11.7M
IOVAIOVANCE BIOTHERAPEUTICS INC
$10.7M
LNGCHENIERE ENERGY INC
$10.6M
SOCIAL CAPITAL HEDOSOPHA HLD
$10.5M
XLFSELECT SECTOR SPDR TR
$10.1M
EWYISHARES INC
$9.8M
LMTLOCKHEED MARTIN CORP
$9.4M
ABNBAIRBNB INC
$9.0M
HRUSDHEALTHCARE RLTY TR
$8.7M
$8.1M
THOTHOR INDS INC
$8.0M
AGREURAVANGRID INC
$7.6M
IYTISHARES TR
$7.6M
XHBSPDR SER TR
$7.5M
$7.3M
MIGAMICROSTRATEGY INC
$6.8M
SHAKSHAKE SHACK INC
$6.4M
AMZNAMAZON COM INC
$6.1M
ENVXENOVIX CORPORATION
$6.0M
SENS 5.25 02/01/23SENSEONICS HLDGS INC
$5.7M
PBFPBF ENERGY INC
$5.7M
CHWYCHEWY INC
$5.6M
LSCCLATTICE SEMICONDUCTOR CORP
$5.3M
BEAMBEAM THERAPEUTICS INC
$5.2M
NHINATIONAL HEALTH INVS INC
$5.2M
ONON SEMICONDUCTOR CORP
$5.1M
OKEONEOK INC NEW
$5.1M
UNITUNITI GROUP INC
$4.9M
ATDALLEGHENY TECHNOLOGIES INC
$4.8M
JPMJPMORGAN CHASE & CO
$4.8M
SMTCSEMTECH CORP
$4.6M
CCOCAMECO CORP
$4.6M
LUMNLUMEN TECHNOLOGIES INC
$4.6M
TMOTHERMO FISHER SCIENTIFIC INC
$4.6M
SPAQUSDFISKER INC
$4.5M
PTONPELOTON INTERACTIVE INC
$4.5M
NXPINXP SEMICONDUCTORS N V
$4.4M
TSAACI WORLDWIDE INC
$4.4M
0C3ENDEAVOR GROUP HLDGS INC
$4.4M
LXPUSDLXP INDUSTRIAL TRUST
$4.3M
NEOGNEOGEN CORP
$4.2M
RKLBROCKET LAB USA INC
$4.2M
ADMARCHER DANIELS MIDLAND CO
$4.1M
OTLYOATLY GROUP AB
$4.1M
MUMICRON TECHNOLOGY INC
$4.1M
CBRECBRE GROUP INC
$4.0M
VRTXVERTEX PHARMACEUTICALS INC
$4.0M
UNVREURUNIVAR SOLUTIONS INC
$4.0M
EEMISHARES TR
$4.0M
XBISPDR SER TR
$3.9M
BBIOBRIDGEBIO PHARMA INC
$3.9M
ADIANALOG DEVICES INC
$3.8M
ICLNISHARES TR
$3.8M
AMDADVANCED MICRO DEVICES INC
$3.8M
SHLSSHOALS TECHNOLOGIES GROUP IN
$3.8M
ATGEADTALEM GLOBAL ED INC
$3.8M
TALOTALOS ENERGY INC
$3.7M
PXDEURPIONEER NAT RES CO
$3.7M
RNGRINGCENTRAL INC
$3.6M
ORCLORACLE CORP
$3.6M
MMM3M CO
$3.6M
FANGDIAMONDBACK ENERGY INC
$3.5M
FDSFACTSET RESH SYS INC
$3.4M
PINCPREMIER INC
$3.4M
CDNSCADENCE DESIGN SYSTEM INC
$3.4M
MCHPMICROCHIP TECHNOLOGY INC.
$3.4M
NTSTNETSTREIT CORP
$3.4M
FLT1EURFLEETCOR TECHNOLOGIES INC
$3.4M
GOOGALPHABET INC
$3.3M
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