Graham Capital Management, L.P. Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$4.8B

Holdings

114

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$1.6B
GQ9SPDR GOLD TRUST
$1.1B
NDQINVESCO QQQ TR
$259.2M
EWZISHARES INC
$194.1M
IWMISHARES TR
$177.0M
AMD 2.125 09/01/26ADVANCED MICRO DEVICES INC
$155.2M
FXIISHARES TR
$98.5M
TESLA INC
$84.3M
CHESAPEAKE ENERGY CORP
$80.4M
EEMISHARES TR
$80.0M
AK STL CORP
$78.8M
TESLA INC
$71.5M
TESLA INC
$51.4M
TWENTY FIRST CENTY FOX INC
$41.7M
IMMUNOMEDICS INC
$36.6M
RESTORATION HARDWARE HLDGS I
$35.7M
SILVER STD RES INC
$35.5M
WEATHERFORD INTL LTD
$33.3M
GOPRO INC
$28.7M
XLYSELECT SECTOR SPDR TR
$27.5M
INTREXON CORP
$27.0M
RWT 5.625 07/15/24REDWOOD TR INC
$19.8M
CGCCANOPY GROWTH CORP
$19.5M
PRETIUM RES INC
$17.9M
XLVSELECT SECTOR SPDR TR
$16.7M
CANADIAN SOLAR INC
$15.8M
KAMAN CORP
$15.1M
RTW HLDGS INC
$15.0M
INTERCEPT PHARMACEUTICALS IN
$14.8M
XLFSELECT SECTOR SPDR TR
$14.7M
RADIUS HEALTH INC
$13.4M
SHIP FIN INTL LTD
$13.0M
ARRAY BIOPHARMA INC
$12.6M
RESTORATION HARDWARE HLDGS I
$12.4M
VIPSHOP HLDGS LTD
$11.5M
TESARO INC
$10.0M
GOLAR LNG LTD
$9.3M
ENCORE CAP EUROPE FIN LTD
$7.7M
SPWR 4 01/15/23SUNPOWER CORP
$7.6M
GEGENERAL ELECTRIC CO
$7.3M
DERMIRA INC
$7.1M
NXPINXP SEMICONDUCTORS N V
$6.9M
TAT&T INC
$5.3M
CMECME GROUP INC
$5.1M
TWO HBRS INVT CORP
$5.0M
OPKOPKO HEALTH INC
$4.7M
PANDORA MEDIA INC
$4.1M
SUNPOWER CORP
$4.0M
MATMATTEL INC
$3.9M
GSV CAP CORP
$3.8M
NFLXNETFLIX INC
$3.7M
XLESELECT SECTOR SPDR TR
$3.7M
TMUST MOBILE US INC
$3.7M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$3.6M
CHTRCHARTER COMMUNICATIONS INC N
$3.6M
GCI LIBERTY INC
$3.6M
LNGCHENIERE ENERGY INC
$3.6M
CRMSALESFORCE COM INC
$3.6M
MSFTMICROSOFT CORP
$3.6M
BIDUNBAIDU INC
$3.6M
XPOXPO LOGISTICS INC
$3.6M
MAMASTERCARD INCORPORATED
$3.6M
T7DTRANSDIGM GROUP INC
$3.6M
WPWORLDPAY INC
$3.6M
EXPRESS SCRIPTS HLDG CO
$3.6M
BKNGBOOKING HLDGS INC
$3.6M
ADSKAUTODESK INC
$3.6M
VVISA INC
$3.6M
GDDYGODADDY INC
$3.6M
ADBEADOBE SYS INC
$3.5M
AMZNAMAZON COM INC
$3.5M
IQVIQVIA HLDGS INC
$3.5M
CZREURCAESARS ENTMT CORP
$3.5M
ELVANTHEM INC
$3.5M
GOOGLALPHABET INC
$3.5M
STZCONSTELLATION BRANDS INC
$3.5M
BABAALIBABA GROUP HLDG LTD
$3.5M
SPOTSPOTIFY TECHNOLOGY S A
$3.5M
AAPLAPPLE INC
$3.5M
ROCKWELL COLLINS INC
$3.5M
TRVCCITIGROUP INC
$3.5M
ZAYOEURZAYO GROUP HLDGS INC
$3.5M
DELLDELL TECHNOLOGIES INC
$3.5M
DALDELTA AIR LINES INC DEL
$3.4M
AETNA INC NEW
$3.4M
ALLERGAN PLC
$3.4M
METAFACEBOOK INC
$3.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.4M
JPMJPMORGAN CHASE & CO
$3.4M
PYPLPAYPAL HLDGS INC
$3.4M
ALLYALLY FINL INC
$3.4M
DLTRDOLLAR TREE INC
$3.4M
CMCSACOMCAST CORP NEW
$3.4M
GMGENERAL MTRS CO
$3.3M
UAAUNDER ARMOUR INC
$3.3M
BACBANK AMER CORP
$3.3M
DOWDUPONT INC
$3.2M
WFCWELLS FARGO CO NEW
$3.1M
TECK/BTECK RESOURCES LTD
$2.8M
GDXVANECK VECTORS ETF TR
$2.1M
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