Graham Capital Management, L.P. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$6.3B

Holdings

1,183

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,183 positions)

StockValue
BYND 0 03/15/27BEYOND MEAT INC
$12.3B
MIGASTRATEGY INC
$1.4B
IWMISHARES TR
$1.1B
IBITISHARES BITCOIN TRUST ETF
$304.9M
BE 3 06/01/29BLOOM ENERGY CORP
$213.7M
BE 3 06/01/28BLOOM ENERGY CORP
$164.2M
FBTCFIDELITY WISE ORIGIN BITCOIN
$116.5M
EOSEEOS ENERGY ENTERPRISES INC
$88.2M
PCT 7.25 08/15/30PURECYCLE TECHNOLOGIES INC
$75.2M
GDXVANECK ETF TRUST
$69.7M
TLRY 5.2 06/15/27TILRAY BRANDS INC
$68.6M
RUN 4 03/01/30SUNRUN INC
$63.5M
XLUSELECT SECTOR SPDR TR
$57.6M
RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC
$55.1M
MARAMARA HOLDINGS INC
$50.8M
BITOPROSHARES TR
$49.2M
HYGISHARES TR
$48.7M
CLMTCALUMET INC
$47.6M
GMEGAMESTOP CORP NEW
$45.9M
GPRE 2.25 03/15/27GREEN PLAINS INC
$43.9M
AMZNAMAZON COM INC
$41.0M
$39.2M
SLVISHARES SILVER TR
$38.1M
EEMISHARES TR
$37.4M
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$36.2M
PCTPURECYCLE TECHNOLOGIES INC
$33.1M
VTVVANGUARD INDEX FDS
$32.8M
RUNSUNRUN INC
$30.5M
$26.4M
REAL 4 02/15/31THE REALREAL INC
$25.9M
TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC
$25.1M
XLISELECT SECTOR SPDR TR
$24.7M
NVV1NOVAVAX INC
$22.2M
BYNDBEYOND MEAT INC
$21.3M
CMECME GROUP INC
$20.7M
BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN
$20.4M
OPENOPENDOOR TECHNOLOGIES INC
$19.2M
NVDANVIDIA CORPORATION
$17.7M
BABOEING CO
$16.8M
ETHAISHARES ETHEREUM TR
$16.6M
PLUNPLUG POWER INC
$16.1M
AAPLAPPLE INC
$14.9M
BBIOBRIDGEBIO PHARMA INC
$14.4M
MUMICRON TECHNOLOGY INC
$13.9M
EWYISHARES INC
$13.2M
FSLRFIRST SOLAR INC
$13.2M
LCIDLUCID GROUP INC
$13.1M
TERTERADYNE INC
$12.9M
GOOGALPHABET INC
$12.4M
TLTISHARES TR
$12.3M
RSPINVESCO EXCHANGE TRADED FD T
$12.3M
DGDOLLAR GEN CORP NEW
$11.9M
FDXFEDEX CORP
$11.8M
EMBJEMBRAER S.A.
$11.6M
XLFSELECT SECTOR SPDR TR
$11.5M
TRVCCITIGROUP INC
$11.3M
KOCOCA COLA CO
$11.2M
TVTXTRAVERE THERAPEUTICS INC
$11.2M
XOMEXXON MOBIL CORP
$10.1M
UBERUBER TECHNOLOGIES INC
$10.0M
CMSCMS ENERGY CORP
$9.5M
BXBLACKSTONE INC
$9.4M
MOALTRIA GROUP INC
$9.4M
BTDRBITDEER TECHNOLOGIES GROUP
$9.2M
LNGCHENIERE ENERGY INC
$9.1M
EZAISHARES INC
$8.9M
CMCSACOMCAST CORP NEW
$8.7M
GISGENERAL MLS INC
$8.4M
FXIISHARES TR
$8.3M
AMEAMETEK INC
$7.9M
HDHOME DEPOT INC
$7.9M
GTESGATES INDL CORP PLC
$7.6M
NUNU HLDGS LTD
$7.3M
JPMJPMORGAN CHASE & CO.
$7.1M
KWEBKRANESHARES TRUST
$7.0M
CMICUMMINS INC
$7.0M
HONHONEYWELL INTL INC
$6.7M
TELTE CONNECTIVITY PLC
$6.6M
EWCISHARES INC
$6.5M
APHAMPHENOL CORP NEW
$6.5M
BSXBOSTON SCIENTIFIC CORP
$6.5M
LVLNSPDR SERIES TRUST
$6.3M
VVISA INC
$6.2M
MCDMCDONALDS CORP
$6.0M
CRMSALESFORCE INC
$5.8M
VRSKVERISK ANALYTICS INC
$5.8M
EDCONSOLIDATED EDISON INC
$5.5M
SPCEVIRGIN GALACTIC HOLDINGS INC
$5.4M
JCIJOHNSON CTLS INTL PLC
$5.3M
GRPNGROUPON INC
$5.2M
DDOMINION ENERGY INC
$5.2M
NVTNVENT ELECTRIC PLC
$5.2M
PNRPENTAIR PLC
$5.2M
ICLNISHARES TR
$5.1M
AWIARMSTRONG WORLD INDS INC NEW
$5.0M
XBISPDR SERIES TRUST
$5.0M
AAOI 2.75 01/15/30APPLIED OPTOELECTRONICS INC
$5.0M
HLTHILTON WORLDWIDE HLDGS INC
$5.0M
LOWLOWES COS INC
$5.0M
ALSALLSTATE CORP
$4.9M
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