Graham Capital Management, L.P. Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$3.8B

Holdings

118

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (118 positions)

StockValue
GQ9SPDR GOLD TRUST
$1.9B
HYGISHARES TR
$481.6M
SPYSPDR S&P 500 ETF TR
$400.3M
AK STL CORP
$85.5M
TESLA INC
$85.1M
AMD 2.125 09/01/26ADVANCED MICRO DEVICES INC
$60.1M
TWXCHFTIME WARNER INC
$58.6M
TESLA INC
$58.2M
XLESELECT SECTOR SPDR TR
$50.7M
SILVER STD RES INC
$43.4M
WEATHERFORD INTL LTD
$41.4M
XLFSELECT SECTOR SPDR TR
$36.4M
REDWOOD TR INC
$33.9M
AMLPUSDALPS ETF TR
$30.8M
SOLARCITY CORP
$29.6M
IMMUNOMEDICS INC
$28.6M
HERBALIFE LTD
$25.1M
CZREURCAESARS ENTMT CORP
$22.5M
EWZISHARES INC
$20.2M
BLACKSTONE MTG TR INC
$19.2M
GDXVANECK VECTORS ETF TR
$19.1M
RADIUS HEALTH INC
$18.9M
XMESPDR SERIES TRUST
$14.5M
XLYSELECT SECTOR SPDR TR
$14.4M
POWERSHARES QQQ TRUST
$14.1M
EEMISHARES TR
$11.7M
RTW HLDGS INC
$11.7M
ARRAY BIOPHARMA INC
$11.3M
INTERCEPT PHARMACEUTICALS IN
$10.3M
VIPSHOP HLDGS LTD
$10.0M
NXPINXP SEMICONDUCTORS N V
$9.8M
SPWR 4 01/15/23SUNPOWER CORP
$9.4M
GOGO INC
$6.4M
OSVEURVANECK VECTORS ETF TR
$5.2M
TWO HBRS INVT CORP
$5.1M
TSLATESLA INC
$4.7M
CMECME GROUP INC
$4.4M
CYHCOMMUNITY HEALTH SYS INC NEW
$4.4M
AEGEAN MARINE PETE NETWORK I
$4.1M
GOLAR LNG PARTNERS LP
$3.4M
RIGTRANSOCEAN LTD
$2.9M
RADIUS HEALTH INC
$2.9M
NOVEURNATIONAL OILWELL VARCO INC
$2.7M
CVXCHEVRON CORP NEW
$2.7M
TAT&T INC
$2.6M
IPINTL PAPER CO
$2.6M
ACNACCENTURE PLC IRELAND
$2.6M
TROWPRICE T ROWE GROUP INC
$2.6M
EXREXTRA SPACE STORAGE INC
$2.6M
XOMEXXON MOBIL CORP
$2.5M
9990302DAPACHE CORP
$2.5M
CINFCINCINNATI FINL CORP
$2.5M
SYKSTRYKER CORP
$2.5M
BBTUSDBB&T CORP
$2.5M
ROPROPER TECHNOLOGIES INC
$2.5M
KIMKIMCO RLTY CORP
$2.5M
MMM3M CO
$2.5M
DDOMINION ENERGY INC
$2.4M
MRSHMARSH & MCLENNAN COS INC
$2.4M
VENVENTAS INC
$2.3M
ICPTUSDINTERCEPT PHARMACEUTICALS IN
$2.3M
SRESEMPRA ENERGY
$2.2M
XL GROUP LTD
$2.2M
LEE1EURLEE ENTERPRISES INC
$2.2M
BHCVALEANT PHARMACEUTICALS INTL
$2.1M
SPWRQSUNPOWER CORP
$1.9M
MALLINCKRODT PUB LTD CO
$1.8M
SUNPOWER CORP
$1.6M
ENDO INTL PLC
$1.4M
XPOXPO LOGISTICS INC
$1.2M
NXSTNEXSTAR MEDIA GROUP INC
$1.2M
WFCWELLS FARGO CO NEW
$1.1M
DALDELTA AIR LINES INC DEL
$1.1M
ALLYALLY FINL INC
$1.1M
BACBANK AMER CORP
$1.1M
CMCSACOMCAST CORP NEW
$1.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.1M
JPMJPMORGAN CHASE & CO
$1.1M
FLT1EURFLEETCOR TECHNOLOGIES INC
$1.1M
RSX1USDVANECK VECTORS ETF TR
$1.1M
MPCMARATHON PETE CORP
$1.1M
STZCONSTELLATION BRANDS INC
$1.0M
TRVCCITIGROUP INC
$1.0M
T7DTRANSDIGM GROUP INC
$1.0M
AMZNAMAZON COM INC
$1.0M
ELVANTHEM INC
$1.0M
VVISA INC
$1.0M
MSFTMICROSOFT CORP
$1.0M
ADNTADIENT PLC
$1.0M
GOOGLALPHABET INC
$1.0M
MGMMGM RESORTS INTERNATIONAL
$1.0M
DOWDUPONT INC
$999K
GDDYGODADDY INC
$996K
CHTRCHARTER COMMUNICATIONS INC N
$993K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$990K
DELLDELL TECHNOLOGIES INC
$988K
MONSANTO CO NEW
$986K
NFLXNETFLIX INC
$978K
AAPLAPPLE INC
$977K
SBACSBA COMMUNICATIONS CORP NEW
$973K
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