ZEGA Investments, LLC

CIK: 0002045703SEC EDGAR →

Portfolio Value

$848.3B

Holdings

153

As of

Q4 2025

New Positions

153

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SPYPut

SPDR S&P 500 ETF TR

339,963$231.8B
27.33%
2
AAPLPut

APPLE INC

544,155$147.9B
17.44%
3

SSGA ACTIVE TR

1,685,210$47.9B
5.65%
4
NVDACall

NVIDIA CORPORATION

227,069$42.3B
4.99%
5
AMZNCall

AMAZON COM INC

148,438$34.3B
4.04%
6
MSFTCall

MICROSOFT CORP

51,479$24.9B
2.93%
7
COSTCall

COSTCO WHSL CORP NEW

27,050$23.3B
2.75%
8

TIDAL TRUST I

941,836$21.3B
2.51%
9
XOMCall

EXXON MOBIL CORP

135,162$16.3B
1.92%
10

TESLA INC

31,895$14.3B
1.69%

Quarterly Changes

Top Buys

SPYNEW
$231.8B
AAPLNEW
$147.9B
HYBLNEW
$47.9B
NVDANEW
$42.3B
AMZNNEW
$34.3B

Top Sells

No sells this quarter

New Positions (153)

$231.8B · 340K shares
$147.9B · 544K shares
$47.9B · 1.7M shares
$42.3B · 227K shares
$34.3B · 148K shares
$24.9B · 51K shares
$23.3B · 27K shares
$21.3B · 942K shares
$16.3B · 135K shares
$14.3B · 32K shares
$14.2B · 23K shares
$14.0B · 127K shares
$11.8B · 52K shares
$11.1B · 126K shares
$10.9B · 429K shares
$10.6B · 257K shares
$9.4B · 29K shares
$8.7B · 13K shares
$8.2B · 8K shares
$5.3B · 17K shares
$5.2B · 29K shares
$4.9B · 16K shares
$4.3B · 38K shares
$3.8B · 11K shares
$3.7B · 11K shares
$3.4B · 10K shares
$3.3B · 62K shares
$2.7B · 271K shares
$2.6B · 9K shares
$2.4B · 7K shares
$2.4B · 3K shares
$2.2B · 24K shares
$2.2B · 125K shares
$2.2B · 41K shares
$2.1B · 4K shares
$2.0B · 3K shares
$2.0B · 46K shares
$2.0B · 56K shares
$2.0B · 68K shares
$1.9B · 4K shares
$1.8B · 6K shares
$1.7B · 20K shares
$1.6B · 2K shares
$1.6B · 20K shares
$1.6B · 12K shares
$1.5B · 3K shares
$1.4B · 7K shares
$1.3B · 41K shares
$1.3B · 5K shares
$1.3B · 6K shares
$1.3B · 5K shares
$1.3B · 22K shares
$1.3B · 11K shares
$1.3B · 8K shares
$1.2B · 44K shares
$1.2B · 1K shares
$1.2B · 3K shares
$1.2B · 17K shares
$1.2B · 16K shares
$1.2B · 10K shares
$1.2B · 8K shares
$1.2B · 7K shares
$1.2B · 2K shares
$1.2B · 950 shares
$1.2B · 6K shares
$1.1B · 11K shares
$1.1B · 4K shares
$1.1B · 3K shares
$1.1B · 9K shares
$1.1B · 2K shares
$1.0B · 3K shares
$1.0B · 2K shares
$1.0B · 7K shares
$1.0B · 3K shares
$1.0B · 2K shares
$1.0B · 7K shares
$1.0B · 8K shares
$996.0M · 2K shares
$987.0M · 5K shares
$926.0M · 56K shares
$915.0M · 3K shares
$913.0M · 11K shares
$910.0M · 4K shares
$888.0M · 9K shares
$884.0M · 3K shares
$850.0M · 3K shares
$843.0M · 32K shares
$835.0M · 4K shares
$829.0M · 17K shares
$828.0M · 16K shares
$825.0M · 5K shares
$813.0M · 1K shares
$794.0M · 46K shares
$769.0M · 5K shares
$750.0M · 2K shares
$745.0M · 2K shares
$724.0M · 8K shares
$710.0M · 5K shares
$700.0M · 16K shares
$647.0M · 3K shares
$641.0M · 4K shares
$641.0M · 2K shares
$605.0M · 4K shares
$565.0M · 11K shares
$558.0M · 9K shares
$542.0M · 3K shares
$532.0M · 19K shares
$510.0M · 31K shares
$410.0M · 4K shares
$395.0M · 3K shares
$395.0M · 2K shares
$391.0M · 24K shares
$362.0M · 25K shares
$356.0M · 7K shares
$353.0M · 2K shares
$351.0M · 4K shares
$344.0M · 2K shares
$341.0M · 5K shares
$341.0M · 7K shares
$328.0M · 2K shares
$326.0M · 6K shares
$322.0M · 9K shares
$317.0M · 22K shares
$310.0M · 4K shares
$308.0M · 19K shares
$299.0M · 3K shares
$295.0M · 1K shares
$292.0M · 3K shares
$280.0M · 5K shares
$279.0M · 6K shares
$255.0M · 448 shares
$254.0M · 1K shares
$249.0M · 19K shares
$249.0M · 10K shares
$249.0M · 4K shares
$242.0M · 20K shares
$238.0M · 3K shares
$232.0M · 18K shares
$230.0M · 3K shares
$226.0M · 6K shares
$225.0M · 8K shares
$223.0M · 357 shares
$219.0M · 4K shares
$211.0M · 4K shares
$209.0M · 708 shares
$209.0M · 5K shares
$206.0M · 4K shares
$201.0M · 4K shares
$200.0M · 586 shares
$200.0M · 13K shares
$188.0M · 15K shares
$182.0M · 15K shares
$180.0M · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services59$407.8B48.1%
Technology24$239.7B28.3%
Consumer Cyclical8$57.0B6.7%
Consumer Defensive7$32.5B3.8%
Healthcare7$29.7B3.5%
Energy7$21.4B2.5%
Unknown17$21.1B2.5%
Communication Services4$19.8B2.3%
Industrials16$17.1B2.0%
Utilities2$1.8B0.2%
Basic Materials2$405.0M0.0%