Rokos Capital Management LLP Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$19.0B

Holdings

77

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (77 positions)

StockValue
NDQINVESCO QQQ TR
$12.3B
IWMISHARES TR
$2.3B
XLESELECT SECTOR SPDR TR
$370.0M
GOOGALPHABET INC
$223.2M
MRVLMARVELL TECHNOLOGY INC
$185.4M
METAMETA PLATFORMS INC
$183.4M
MSFTMICROSOFT CORP
$182.4M
UBSUBS GROUP AG
$170.9M
XLFSELECT SECTOR SPDR TR
$167.4M
PDDPDD HOLDINGS INC
$165.7M
AAPLAPPLE INC
$164.9M
WFCWELLS FARGO CO NEW
$151.9M
ITBISHARES TR
$144.8M
NVDANVIDIA CORPORATION
$134.5M
CBCHUBB LIMITED
$115.3M
BACBANK AMERICA CORP
$114.9M
AMZNAMAZON COM INC
$112.9M
INTCINTEL CORP
$100.4M
MUMICRON TECHNOLOGY INC
$98.0M
LSCCLATTICE SEMICONDUCTOR CORP
$94.9M
LLYELI LILLY & CO
$93.8M
WDAYWORKDAY INC
$90.8M
CIENCIENA CORP
$75.4M
DISHDISH NETWORK CORPORATION
$66.9M
VKTXVIKING THERAPEUTICS INC
$65.4M
SNOWSNOWFLAKE INC
$58.2M
GDXJVANECK ETF TRUST
$55.1M
STZCONSTELLATION BRANDS INC
$53.7M
FTNTFORTINET INC
$51.2M
TLTISHARES TR
$47.3M
TRVCCITIGROUP INC
$45.1M
JPMJPMORGAN CHASE & CO
$43.8M
GSGOLDMAN SACHS GROUP INC
$41.2M
DWDMORGAN STANLEY
$41.2M
NTLAINTELLIA THERAPEUTICS INC
$40.2M
DDOGDATADOG INC
$37.5M
TEAMATLASSIAN CORPORATION
$35.7M
ARWRARROWHEAD PHARMACEUTICALS IN
$35.2M
SPGIS&P GLOBAL INC
$33.0M
MPWRMONOLITHIC PWR SYS INC
$32.0M
PANWPALO ALTO NETWORKS INC
$31.9M
CRMSALESFORCE INC
$27.3M
TJXTJX COS INC NEW
$26.5M
EXPEEXPEDIA GROUP INC
$25.5M
AMDADVANCED MICRO DEVICES INC
$25.2M
CRWDCROWDSTRIKE HLDGS INC
$21.6M
BKLNINVESCO EXCH TRADED FD TR II
$21.1M
MAMASTERCARD INCORPORATED
$20.0M
EWZISHARES INC
$19.9M
URNMSPROTT FDS TR
$18.1M
ZSZSCALER INC
$17.9M
GDXVANECK ETF TRUST
$17.4M
MDBMONGODB INC
$16.2M
DKNGDRAFTKINGS INC NEW
$15.7M
LOWLOWES COS INC
$14.6M
GGALGRUPO FINANCIERO GALICIA S.A
$14.6M
MARMARRIOTT INTL INC NEW
$10.7M
U6ZURANIUM ENERGY CORP
$10.4M
CMGCHIPOTLE MEXICAN GRILL INC
$10.2M
BRBRBELLRING BRANDS INC
$10.1M
MDGLMADRIGAL PHARMACEUTICALS INC
$10.1M
EWWISHARES INC
$9.1M
BHCBAUSCH HEALTH COS INC
$7.3M
AALAMERICAN AIRLS GROUP INC
$6.3M
YPFYPF SOCIEDAD ANONIMA
$6.3M
CCOCAMECO CORP
$6.0M
BLCOBAUSCH PLUS LOMB CORP
$5.6M
SNAPSNAP INC
$4.8M
CRBUCARIBOU BIOSCIENCES INC
$4.3M
TBBBBBB FOODS INC
$3.3M
RIGTRANSOCEAN LTD
$3.1M
SDHCSMITH DOUGLAS HOMES CORP
$1.8M
ALABASTERA LABS INC
$1.5M
BFPBANCO BBVA ARGENTINA S A
$500K
RDDTREDDIT INC
$369K
ONON SEMICONDUCTOR CORP
$327K
BMABANCO MACRO SA
$296K