Maplelane Capital, LLC
Net buyer this quarter
$5.51B
48
+$608M
23.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $184M | 3.34% | Not reported | New | Q2 2026 |
 TXN | $173M | 3.15% | 0.06% | Not reported | Q1 2015 |
 AMZN | $156M | 2.83% | 0.01% | Not reported | Q4 2014 |
 NVDA | $155M | 2.82% | 0.00% | -17.8% | Q4 2014 |
 FOXA | $120M | 2.17% | 229300000.00% | New | Q2 2026 |
 CLS | $117M | 2.12% | 0.28% | +189.2% | Q1 2026 |
 LSCC | $113M | 2.05% | 0.54% | Not reported | Q3 2019 |
 TTMI | $106M | 1.92% | 0.54% | New | Q2 2026 |
 ECHO | $89.3M | 1.62% | 1.85% | Not reported | Q4 2024 |
 SNOW | $88.1M | 1.60% | 0.10% | Not reported | Q3 2020 |
 CRDO | $81.3M | 1.47% | 0.16% | Not reported | Q4 2023 |
 NTRA | $60.3M | 1.09% | 0.15% | -34.5% | Q2 2024 |
 MSFT | $58.9M | 1.07% | 0.00% | Not reported | Q2 2014 |
 LYV | $58M | 1.05% | 0.13% | -41.1% | Q2 2020 |
 SNPS | $55.3M | 1.00% | 0.06% | +0.8% | Q4 2024 |
 AMD | $54.6M | 0.99% | 0.01% | -48.4% | Q4 2015 |
 V | $53.9M | 0.98% | 0.01% | +292.5% | Q2 2013 |
 MSI | $49.8M | 0.90% | 0.07% | Not reported | Q2 2021 |
 SGI | $45.4M | 0.82% | 0.28% | Not reported | Q2 2013 |
 GOOGL | $42.9M | 0.78% | 0.00% | Not reported | Q4 2015 |
| GOOG | $42.4M | 0.77% | Not reported | Not reported | Q4 2015 |
 MTZ | $36.9M | 0.67% | 0.11% | Not reported | Q3 2025 |
 COHR | $32.7M | 0.59% | 0.04% | -81.4% | Q1 2018 |
 ENTG | $29.7M | 0.54% | 0.11% | +6.5% | Q2 2025 |
 LION | $29.2M | 0.53% | 0.66% | New | Q2 2026 |
 CBRS | $29.2M | 0.53% | Not reported | New | Q2 2026 |
 DDOG | $27.9M | 0.51% | 0.14% | Not reported | Q3 2021 |
 TSM | $26.6M | 0.48% | 0.00% | -55.8% | Q2 2014 |
 SE | $26.2M | 0.48% | 0.16% | -61.3% | Q1 2019 |
 STX | $24.1M | 0.44% | 0.01% | Not reported | Q4 2013 |
 TLN | $23.5M | 0.43% | 0.13% | Not reported | Q3 2024 |
 ROKU | $22.1M | 0.40% | 0.11% | +125.4% | Q4 2019 |
 WULF | $19.3M | 0.35% | 0.16% | New | Q2 2026 |
 FPS | $17.9M | 0.32% | Not reported | -71.3% | Q1 2026 |
 COMP | $17.1M | 0.31% | 0.18% | New | Q2 2026 |
 FWONK | $16.2M | 0.29% | Not reported | -0.6% | Q2 2024 |
 DASH | $15.9M | 0.29% | Not reported | Not reported | Q3 2024 |
 FTAI | $15.5M | 0.28% | 0.06% | Not reported | Q3 2024 |
 JHX | $13.6M | 0.25% | 0.09% | New | Q2 2026 |
 HUT | $13.1M | 0.24% | 0.09% | New | Q2 2026 |
 QNT | $12.3M | 0.22% | Not reported | New | Q2 2026 |
 SG | $9.25M | 0.17% | 1.09% | -28.2% | Q1 2022 |
 DLR | $7.01M | 0.13% | 0.01% | New | Q2 2026 |
 STM | $5.99M | 0.11% | 0.01% | Not reported | Q4 2016 |
 CPNG | $5.91M | 0.11% | Not reported | Not reported | Q1 2021 |
 CVNA | $4.61M | 0.08% | Not reported | Not reported | Q1 2019 |
 TMUS | $168 | 0.00% | 0.00% | Not reported | Q2 2014 |
 T | $21 | 0.00% | 0.00% | Not reported | Q1 2015 |
| Q1 2026 | |||||
| NVDA | $165M | 5.90% | 0.00% | +52.4% | Q4 2014 |
 LRCX | $133M | 4.75% | 0.05% | +265.3% | Q4 2014 |
| COHR | $106M | 3.80% | 0.24% | Not reported | Q1 2018 |
| LYV | $82.1M | 2.94% | 0.23% | +36.7% | Q2 2020 |
| NTRA | $67.8M | 2.43% | 0.24% | Not reported | Q2 2024 |
| SE | $58.6M | 2.10% | 0.40% | +11.7% | Q1 2019 |
 MU | $49.3M | 1.77% | 0.01% | Not reported | Q4 2014 |
| SNPS | $48.8M | 1.75% | 0.06% | +138.8% | Q4 2024 |
 META | $42.6M | 1.53% | Not reported | Not reported | Q2 2013 |
| TSM | $42.6M | 1.53% | 0.00% | -11.3% | Q2 2014 |
 SHW | $39.1M | 1.40% | 0.05% | -25.6% | Q3 2022 |
| AMD | $37M | 1.33% | 0.01% | Not reported | Q4 2015 |
| GOOGL | $34.5M | 1.24% | 0.00% | Not reported | Q4 2015 |
 ADI | $33.1M | 1.19% | 0.02% | -55.6% | Q4 2014 |
| FPS | $32.7M | 1.17% | Not reported | New | Q1 2026 |
| CLS | $31.3M | 1.12% | 0.10% | New | Q1 2026 |
 BA | $23.9M | 0.86% | 0.02% | +328.6% | Q4 2015 |
 FIGR | $23.1M | 0.83% | Not reported | Not reported | Q3 2025 |
 ASML | $19.8M | 0.71% | 0.00% | -45.5% | Q2 2014 |
 UAL | $19.6M | 0.70% | 0.07% | +16.4% | Q3 2013 |
| ENTG | $18.2M | 0.65% | 0.10% | -38.0% | Q2 2025 |
 CHWY | $17.3M | 0.62% | 640000.00% | -44.3% | Q2 2019 |
| FWONK | $14.6M | 0.52% | Not reported | +21.6% | Q2 2024 |
| V | $12.1M | 0.43% | 0.00% | -80.3% | Q2 2013 |
| SG | $7.59M | 0.27% | 1.52% | +34.6% | Q1 2022 |
| ROKU | $6.72M | 0.24% | 0.05% | -72.4% | Q4 2019 |
 VST | $6.01M | 0.22% | 0.01% | -92.4% | Q1 2024 |
 Z | $4.76M | 0.17% | Not reported | -27.2% | Q4 2014 |
| ZG | $4.74M | 0.17% | Not reported | -84.8% | Q1 2015 |
 PURR | $2.93M | 0.10% | 0.46% | New | Q1 2026 |
 OKTA | $2.75M | 0.10% | Not reported | Not reported | Q1 2024 |
 EQPT | $2.04M | 0.07% | 0.13% | New | Q1 2026 |
 BABA | $1.51M | 0.05% | 0.00% | Not reported | Q3 2014 |
 AS | $1.29M | 0.05% | 0.01% | Not reported | Q3 2025 |
 BTDR | $9 | 0.00% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $277M | 9.76% | 0.01% | +255.3% | Q4 2014 |
| NVDA | $116M | 4.07% | 0.00% | +443.9% | Q4 2014 |
 CSCO | $98.7M | 3.47% | 0.03% | Not reported | Q3 2013 |
| VST | $84.4M | 2.97% | 0.15% | +14.4% | Q1 2024 |
| SE | $80.9M | 2.85% | 0.36% | +52.0% | Q1 2019 |
| V | $71.2M | 2.51% | 0.01% | Not reported | Q2 2013 |
| ADI | $63.5M | 2.23% | 0.05% | +136.4% | Q4 2014 |
| LYV | $56.1M | 1.97% | 0.17% | +51.0% | Q2 2020 |
| SHW | $53.1M | 1.87% | 0.07% | Not reported | Q3 2022 |
 ADSK | $52.1M | 1.83% | 0.08% | Not reported | Q2 2013 |
| ZG | $51.4M | 1.81% | Not reported | +75.1% | Q1 2015 |
| TXN | $45.6M | 1.61% | 0.03% | Not reported | Q1 2015 |
| TSM | $43.2M | 1.52% | 0.00% | Not reported | Q2 2014 |
| SNOW | $43M | 1.51% | 0.06% | -15.2% | Q3 2020 |
 AVGO | $42.9M | 1.51% | 0.00% | -86.7% | Q1 2016 |
 PRMB | $42.7M | 1.50% | 0.72% | -0.3% | Q4 2024 |
| TLN | $40.9M | 1.44% | 0.24% | -13.5% | Q3 2024 |
| CHWY | $37.9M | 1.34% | 1148000.00% | Not reported | Q2 2019 |
 SPOT | $36.9M | 1.30% | 0.03% | Not reported | Q3 2018 |
| ASML | $29.4M | 1.04% | 0.01% | Not reported | Q2 2014 |
| LRCX | $29.1M | 1.02% | 0.01% | +84.8% | Q4 2014 |
| ECHO | $28.5M | 1.00% | 0.55% | -59.2% | Q4 2024 |
| ROKU | $27.9M | 0.98% | 0.17% | Not reported | Q4 2019 |
 NU | $26.1M | 0.92% | Not reported | New | Q4 2025 |
 SCHW | $25.5M | 0.90% | 0.01% | -41.4% | Q4 2024 |
| SNPS | $24.2M | 0.85% | 0.03% | +171.1% | Q4 2024 |
| ENTG | $21.1M | 0.74% | 0.16% | Not reported | Q2 2025 |
| UAL | $20.5M | 0.72% | 0.06% | Not reported | Q3 2013 |
 PM | $20.4M | 0.72% | 0.01% | +8.6% | Q2 2024 |
| CVNA | $20.3M | 0.71% | Not reported | -75.4% | Q1 2019 |
 RDDT | $19.5M | 0.69% | Not reported | +107.3% | Q3 2024 |
 FFIV | $17.1M | 0.60% | 0.12% | Not reported | Q1 2015 |
 APP | $15.8M | 0.56% | 0.01% | -85.9% | Q4 2024 |
| FWONK | $13.9M | 0.49% | Not reported | +8.5% | Q2 2024 |
 FLR | $13.7M | 0.48% | 0.23% | -50.1% | Q3 2025 |
 UBER | $12.3M | 0.43% | 0.01% | Not reported | Q4 2020 |
| Z | $10.8M | 0.38% | Not reported | Not reported | Q4 2014 |
| SG | $7.35M | 0.26% | 1.13% | +8.7% | Q1 2022 |
 TEVA | $6.4M | 0.23% | 0.02% | -75.7% | Q2 2019 |
| BA | $6.08M | 0.21% | 0.00% | Not reported | Q4 2015 |
 LLYVK | $5.57M | 0.20% | Not reported | +3.1% | Q4 2023 |
 AMAT | $5.4M | 0.19% | 0.00% | Not reported | Q2 2014 |
 SAP | $5.34M | 0.19% | 0.00% | Not reported | Q2 2020 |
 TE | $5.21M | 0.18% | 0.29% | New | Q4 2025 |
 CCL | $2.26M | 0.08% | 0.01% | Not reported | Q2 2023 |
 SMR | $2.14M | 0.08% | 0.06% | -60.2% | Q3 2025 |
| Q3 2025 | |||||
| AVGO | $307M | 7.35% | 0.02% | Not reported | Q1 2016 |
| MSFT | $228M | 5.44% | 0.01% | +44.7% | Q2 2014 |
| APP | $120M | 2.87% | 0.05% | +44.9% | Q4 2024 |
| META | $113M | 2.70% | Not reported | Not reported | Q2 2013 |
| VST | $89.5M | 2.14% | 0.13% | +61.5% | Q1 2024 |
| SE | $74.5M | 1.78% | 0.24% | -27.2% | Q1 2019 |
| AMZN | $74.2M | 1.77% | 0.00% | +89.5% | Q4 2014 |
| CVNA | $73.6M | 1.76% | Not reported | Not reported | Q1 2019 |
| PRMB | $57.9M | 1.38% | 0.71% | -16.2% | Q4 2024 |
| TLN | $53.6M | 1.28% | 0.28% | +0.8% | Q3 2024 |
| SNOW | $52.1M | 1.24% | 0.07% | +24.9% | Q3 2020 |
| ECHO | $49M | 1.17% | 1.35% | +703.1% | Q4 2024 |
 CNM | $46.8M | 1.12% | Not reported | +55.3% | Q2 2025 |
 NBIS | $45.7M | 1.09% | 0.17% | Not reported | Q2 2013 |
 CRS | $45.2M | 1.08% | 0.37% | -4.1% | Q3 2024 |
| LYV | $42.6M | 1.02% | 0.11% | +231.2% | Q2 2020 |
| SCHW | $41.5M | 0.99% | 0.02% | -39.2% | Q4 2024 |
 ORLY | $41.4M | 0.99% | 0.05% | Not reported | Q4 2015 |
| ZG | $32M | 0.76% | Not reported | Not reported | Q1 2015 |
 KVUE | $31.1M | 0.74% | 0.10% | -54.2% | Q3 2023 |
 DIS | $29.7M | 0.71% | 0.01% | Not reported | Q1 2016 |
| FLR | $29.1M | 0.70% | 0.43% | New | Q3 2025 |
 GEO | $27M | 0.65% | 0.95% | -31.4% | Q4 2024 |
 HPE | $24.9M | 0.60% | 0.08% | Not reported | Q2 2016 |
| ADI | $24.3M | 0.58% | 0.02% | Not reported | Q4 2014 |
| CPNG | $24.1M | 0.57% | Not reported | -28.4% | Q1 2021 |
| FIGR | $23.6M | 0.56% | Not reported | New | Q3 2025 |
 PRIM | $21.7M | 0.52% | 0.29% | New | Q3 2025 |
| MTZ | $21.5M | 0.51% | 0.13% | New | Q3 2025 |
| NVDA | $21.3M | 0.51% | 0.00% | -91.7% | Q4 2014 |
| NTRA | $20.1M | 0.48% | 0.09% | -33.2% | Q2 2024 |
 QXO | $19.4M | 0.46% | 0.15% | -41.5% | Q2 2025 |
| PM | $19M | 0.45% | 0.01% | Not reported | Q2 2024 |
| TEVA | $17M | 0.41% | 0.07% | Not reported | Q2 2019 |
 NOW | $15.2M | 0.36% | 0.01% | Not reported | Q3 2015 |
| SMR | $13.6M | 0.33% | 0.16% | New | Q3 2025 |
| FWONK | $13.6M | 0.32% | Not reported | Not reported | Q2 2024 |
| LRCX | $12.3M | 0.29% | 0.01% | Not reported | Q4 2014 |
| RDDT | $9.43M | 0.23% | Not reported | Not reported | Q3 2024 |
| SNPS | $9.37M | 0.22% | 0.01% | Not reported | Q4 2024 |
 TAC | $8.31M | 0.20% | 0.20% | -22.5% | Q3 2024 |
| SG | $7.98M | 0.19% | 1.04% | Not reported | Q1 2022 |
 GDS | $7.12M | 0.17% | 0.02% | +183.1% | Q1 2020 |
 AGX | $7.02M | 0.17% | 0.19% | New | Q3 2025 |
 GRAB | $6.5M | 0.16% | Not reported | New | Q3 2025 |
| LLYVK | $6.3M | 0.15% | Not reported | -17.5% | Q4 2023 |
| BA | $6.04M | 0.14% | 0.00% | Not reported | Q4 2015 |
| AS | $5.8M | 0.14% | 0.03% | New | Q3 2025 |
 SHOP | $4.46M | 0.11% | 0.01% | Not reported | Q2 2017 |
 PTON | $3.5M | 0.08% | Not reported | -10.6% | Q4 2019 |