Longitude (Cayman) Ltd.

13F filer · CIK 0001664999

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$314MU.S. long equity reported on 13F

Positions242 new · 4 closed

Net flow last quarter-$10.2MBuys minus sells

Top 10 positions weight34.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202624 positions
AMDAdvanced Micro Devices Inc	$29M	9.24%	0.00%	-35.2%	Q4 2020
SOFISoFi Technologies, Inc.	$14.5M	4.61%	0.06%	+25.2%	Q2 2021
IBITiShares Bitcoin Trust ETF	$13.4M	4.27%	0.03%	+16.5%	Q2 2024
TSLATesla, Inc.	$12.9M	4.09%	0.00%	+3.4%	Q1 2021
ARMArm Holdings PLC	$7.27M	2.31%	0.00%	-62.7%	Q3 2023
NVDANvidia Corp	$6.82M	2.17%	0.00%	-9.6%	Q4 2020
AAPLApple Inc.	$6.42M	2.04%	0.00%	-0.5%	Q4 2020
METAMeta Platforms, Inc.	$5.91M	1.88%	Not reported	+18.6%	Q4 2020
GOOGLAlphabet Inc.	$5.57M	1.77%	0.00%	-11.9%	Q2 2021
BMNRBitmine Immersion Technologies, Inc.	$5.24M	1.67%	0.07%	+52.1%	Q4 2025
AMZNAmazon Com Inc	$5.05M	1.61%	0.00%	-12.8%	Q4 2020
MSTRStrategy Inc	$4.78M	1.52%	Not reported	+42.1%	Q2 2022
SPCXSpace Exploration Technologies Corp	$4.07M	1.29%	Not reported	New	Q2 2026
NUNu Holdings Ltd.	$4.05M	1.29%	Not reported	+1682.4%	Q1 2026
RACEFerrari N.V.	$3.16M	1.01%	0.00%	+22.3%	Q4 2025
JBLUJetblue Airways Corp	$3.04M	0.97%	0.14%	-6.2%	Q2 2021
NVONovo Nordisk A S	$2.16M	0.69%	Not reported	+7.1%	Q4 2025
BABAAlibaba Group Holding Ltd	$1.46M	0.47%	0.00%	+138.3%	Q2 2022
HOODRobinhood Markets, Inc.	$1.4M	0.45%	0.01%	+75.0%	Q1 2026
MUMicron Technology Inc	$1.33M	0.42%	0.00%	-23.3%	Q4 2020
SPCHSport Chalet Inc	$1.09M	0.35%	Not reported	New	Q2 2026
PINSPinterest, Inc.	$631K	0.20%	0.02%	+7.1%	Q2 2022
RIVNRivian Automotive, Inc. / DE	$607K	0.19%	0.00%	+1650.0%	Q3 2022
SMCISuper Micro Computer, Inc.	$528K	0.17%	0.00%	-23.4%	Q4 2025
Q1 2026Reported May 5, 202626 positions
AMDAdvanced Micro Devices Inc	$15.7M	6.42%	0.00%	+13.4%	Q4 2020
IBITiShares Bitcoin Trust ETF	$13.3M	5.44%	0.03%	+10.2%	Q2 2024
TSLATesla, Inc.	$11M	4.50%	0.00%	+5.7%	Q1 2021
SOFISoFi Technologies, Inc.	$10.2M	4.19%	0.05%	+50.0%	Q2 2021
ARMArm Holdings PLC	$8.32M	3.41%	0.01%	+10.0%	Q3 2023
NVDANvidia Corp	$6.57M	2.69%	0.00%	-0.8%	Q4 2020
AAPLApple Inc.	$5.66M	2.32%	0.00%	+8.3%	Q4 2020
BMNRBitmine Immersion Technologies, Inc.	$5.12M	2.10%	0.05%	+38.5%	Q4 2025
GOOGLAlphabet Inc.	$5.09M	2.08%	0.00%	+8.6%	Q2 2021
METAMeta Platforms, Inc.	$5.06M	2.07%	Not reported	+10.6%	Q4 2020
AMZNAmazon Com Inc	$5.06M	2.07%	0.00%	+5.2%	Q4 2020
MSTRStrategy Inc	$4.83M	1.98%	Not reported	+37.2%	Q2 2022
JBLUJetblue Airways Corp	$2.5M	1.02%	0.15%	Not reported	Q2 2021
RACEFerrari N.V.	$2.35M	0.96%	0.00%	-0.7%	Q4 2025
NVONovo Nordisk A S	$1.54M	0.63%	Not reported	+27.3%	Q4 2025
BABAAlibaba Group Holding Ltd	$803K	0.33%	0.00%	+28.0%	Q2 2022
HOODRobinhood Markets, Inc.	$554K	0.23%	0.00%	New	Q1 2026
SMCISuper Micro Computer, Inc.	$535K	0.22%	0.00%	+17.5%	Q4 2025
PINSPinterest, Inc.	$514K	0.21%	0.02%	+27.3%	Q2 2022
MUMicron Technology Inc	$507K	0.21%	0.00%	Not reported	Q4 2020
SCONClearday, Inc.	$291K	0.12%	0.13%	New	Q1 2026
NUNu Holdings Ltd.	$244K	0.10%	Not reported	New	Q1 2026
CMGChipotle Mexican Grill Inc	$64K	0.03%	0.00%	Not reported	Q2 2022
RIVNRivian Automotive, Inc. / DE	$30.1K	0.01%	0.00%	Not reported	Q3 2022
PYPLPayPal Holdings, Inc.	$22.6K	0.01%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$9.62K	0.00%	0.00%	Not reported	Q3 2022
Q4 2025Reported Feb 12, 202619 positions
IBITiShares Bitcoin Trust ETF	$15.6M	6.73%	0.02%	+77.4%	Q2 2024
AMDAdvanced Micro Devices Inc	$14.6M	6.29%	0.00%	-17.1%	Q4 2020
TSLATesla, Inc.	$12.6M	5.44%	0.00%	+11.1%	Q1 2021
SOFISoFi Technologies, Inc.	$11.3M	4.86%	0.03%	-37.7%	Q2 2021
NVDANvidia Corp	$7.09M	3.06%	0.00%	-14.6%	Q4 2020
AAPLApple Inc.	$5.6M	2.42%	0.00%	+47.1%	Q4 2020
ARMArm Holdings PLC	$5.47M	2.36%	0.00%	+23.5%	Q3 2023
AMZNAmazon Com Inc	$5.33M	2.30%	0.00%	+106.3%	Q4 2020
METAMeta Platforms, Inc.	$5.28M	2.28%	Not reported	+19.4%	Q4 2020
GOOGLAlphabet Inc.	$5.1M	2.20%	0.00%	+129.6%	Q2 2021
BMNRBitmine Immersion Technologies, Inc.	$5.08M	2.19%	0.05%	New	Q4 2025
MSTRStrategy Inc	$4.28M	1.85%	Not reported	+840.0%	Q2 2022
RACEFerrari N.V.	$2.59M	1.12%	0.00%	New	Q4 2025
JBLUJetblue Airways Corp	$2.57M	1.11%	0.15%	+73.9%	Q2 2021
COINCoinbase Global, Inc.	$1.88M	0.81%	0.00%	+121.3%	Q2 2021
NVONovo Nordisk A S	$1.68M	0.73%	Not reported	New	Q4 2025
BABAAlibaba Group Holding Ltd	$733K	0.32%	0.00%	Not reported	Q2 2022
SMCISuper Micro Computer, Inc.	$585K	0.25%	0.00%	New	Q4 2025
PINSPinterest, Inc.	$570K	0.25%	0.02%	Not reported	Q2 2022
Q4 2024Reported Jan 29, 202519 positions
SOFISoFi Technologies, Inc.	$10.6M	2.23%	0.06%	-46.0%	Q2 2021
TSLATesla, Inc.	$10.2M	2.14%	0.00%	-9.6%	Q1 2021
AMDAdvanced Micro Devices Inc	$9.9M	2.08%	0.01%	+99.5%	Q4 2020
IBITiShares Bitcoin Trust ETF	$9.39M	1.97%	0.02%	+26.3%	Q2 2024
PLTRPalantir Technologies Inc.	$6.96M	1.46%	0.00%	-65.1%	Q1 2021
MUMicron Technology Inc	$6.4M	1.34%	0.01%	+117.1%	Q4 2020
NVDANvidia Corp	$5.98M	1.26%	0.00%	+18.7%	Q4 2020
ARMArm Holdings PLC	$5M	1.05%	0.00%	+52.8%	Q3 2023
METAMeta Platforms, Inc.	$3.92M	0.82%	Not reported	+76.3%	Q4 2020
AAPLApple Inc.	$3.51M	0.74%	0.00%	+32.6%	Q4 2020
ETHAiShares Ethereum Trust ETF	$3.11M	0.65%	0.20%	+141.2%	Q3 2024
XYZBlock, Inc.	$2.68M	0.56%	Not reported	-19.2%	Q4 2020
JBLUJetblue Airways Corp	$2.55M	0.54%	0.09%	+6.0%	Q2 2021
AMZNAmazon Com Inc	$2.46M	0.52%	0.00%	+60.0%	Q4 2020
GOOGLAlphabet Inc.	$1.34M	0.28%	0.00%	Not reported	Q2 2021
COINCoinbase Global, Inc.	$931K	0.20%	0.00%	-37.5%	Q2 2021
MSTRStrategy Inc	$869K	0.18%	Not reported	-85.5%	Q2 2022
AMRNAmarin Corp Plc\uk	$786K	0.17%	0.39%	-31.7%	Q4 2020
ABNBAirbnb, Inc.	$657K	0.14%	Not reported	Not reported	Q1 2022

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