SLT Holdings LLC
Net seller this quarter
$160M
123
-$739K
37.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $14.6M | 9.12% | 0.00% | -18.9% | Q4 2024 |
 AAPL | $11.3M | 7.05% | 0.00% | -15.3% | Q4 2024 |
 GBTC | $5.32M | 3.32% | 0.06% | -5.7% | Q4 2024 |
 AMZN | $5.12M | 3.20% | 0.00% | -3.0% | Q4 2024 |
 AVGO | $4.78M | 2.98% | 0.00% | +4.0% | Q4 2024 |
 QBTS | $4.47M | 2.79% | 0.05% | -4.5% | Q1 2025 |
 MSFT | $4.4M | 2.74% | 0.00% | -8.6% | Q4 2024 |
 ASML | $4.04M | 2.52% | 0.00% | +1.9% | Q4 2024 |
 AMD | $3.19M | 1.99% | 0.00% | -38.8% | Q4 2024 |
 UNH | $2.87M | 1.79% | 0.00% | -0.4% | Q4 2024 |
 GOOG | $2.7M | 1.69% | Not reported | -1.0% | Q4 2024 |
 TSLA | $2.66M | 1.66% | 0.00% | -1.3% | Q4 2024 |
 INFQ | $2.62M | 1.64% | 0.09% | New | Q2 2026 |
 QQQ | $1.9M | 1.19% | Not reported | -43.5% | Q4 2024 |
 SNDK | $1.82M | 1.14% | 0.00% | -13.0% | Q4 2025 |
 GS | $1.68M | 1.05% | 0.00% | -2.4% | Q1 2025 |
 QUBT | $1.65M | 1.03% | 0.08% | -9.3% | Q1 2025 |
 AMPX | $1.63M | 1.02% | 0.08% | +16.5% | Q2 2025 |
 NBIS | $1.49M | 0.93% | 0.00% | -8.5% | Q3 2025 |
 META | $1.44M | 0.90% | Not reported | -4.9% | Q4 2024 |
 RKLB | $1.42M | 0.89% | 0.00% | -14.6% | Q2 2025 |
 CPAI | $1.34M | 0.84% | 0.02% | New | Q2 2026 |
 IREN | $1.32M | 0.83% | 0.01% | +88.7% | Q2 2025 |
 TSM | $1.28M | 0.80% | 0.00% | +0.9% | Q4 2024 |
 HOOD | $1.28M | 0.80% | 0.01% | +52.8% | Q2 2025 |
 BKSY | $1.24M | 0.77% | 0.11% | +243.8% | Q1 2026 |
 PM | $1.19M | 0.74% | 0.00% | +17.4% | Q4 2024 |
 ABBV | $1.16M | 0.72% | 0.00% | +11.8% | Q4 2024 |
 LLY | $1.16M | 0.72% | 0.00% | +83.1% | Q1 2025 |
 URI | $1.12M | 0.70% | 0.00% | +52.3% | Q4 2024 |
 IONQ | $1.08M | 0.67% | 0.01% | +102.7% | Q3 2025 |
 AXON | $1.02M | 0.63% | 0.00% | Not reported | Q2 2025 |
 PLTR | $962K | 0.60% | 0.00% | -0.3% | Q4 2024 |
 OKLO | $951K | 0.59% | 0.01% | +27.3% | Q2 2025 |
 RDDT | $937K | 0.59% | Not reported | -4.4% | Q4 2024 |
 MP | $873K | 0.54% | 0.01% | -4.7% | Q4 2025 |
 CRWD | $867K | 0.54% | 0.00% | -0.6% | Q4 2024 |
 AGQ | $864K | 0.54% | 0.01% | +11.3% | Q2 2025 |
 COST | $840K | 0.52% | 0.00% | -2.2% | Q4 2024 |
 ONDS | $823K | 0.51% | 0.02% | +0.5% | Q1 2025 |
 VST | $805K | 0.50% | 0.00% | +37.7% | Q4 2024 |
 SHOP | $789K | 0.49% | 0.00% | +11.1% | Q4 2024 |
 JPM | $772K | 0.48% | 0.00% | -2.5% | Q4 2024 |
 XOM | $758K | 0.47% | 0.00% | -8.5% | Q4 2024 |
 TECK | $703K | 0.44% | Not reported | New | Q2 2026 |
 DELL | $701K | 0.44% | 0.00% | +16.1% | Q4 2025 |
 TMC | $676K | 0.42% | 0.04% | -2.6% | Q4 2025 |
 FTAI | $643K | 0.40% | 0.00% | Not reported | Q4 2024 |
 GEV | $637K | 0.40% | 0.00% | +8.0% | Q4 2025 |
 BTC | $628K | 0.39% | 0.02% | -5.2% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $15.7M | 10.63% | 0.00% | +16.7% | Q4 2024 |
| AAPL | $11.7M | 7.91% | 0.00% | +20.2% | Q4 2024 |
| GBTC | $6.54M | 4.43% | 0.06% | +1.0% | Q4 2024 |
| MSFT | $4.77M | 3.23% | 0.00% | +26.5% | Q4 2024 |
| AMZN | $4.61M | 3.12% | 0.00% | +20.1% | Q4 2024 |
| AVGO | $3.76M | 2.54% | 0.00% | +2.3% | Q4 2024 |
| QBTS | $2.81M | 1.90% | 0.05% | +1.8% | Q1 2025 |
| QQQ | $2.64M | 1.79% | Not reported | +2.7% | Q4 2024 |
| ASML | $2.63M | 1.78% | 0.00% | +6.7% | Q4 2024 |
| TSLA | $2.38M | 1.61% | 0.00% | -21.6% | Q4 2024 |
| GOOG | $2.21M | 1.50% | Not reported | +108.2% | Q4 2024 |
| UNH | $1.88M | 1.27% | 0.00% | +0.4% | Q4 2024 |
| AMD | $1.83M | 1.24% | 0.00% | +93.6% | Q4 2024 |
| CRWD | $1.78M | 1.21% | 0.00% | +4.2% | Q4 2024 |
| AMPX | $1.7M | 1.15% | 0.07% | -18.1% | Q2 2025 |
| META | $1.54M | 1.04% | Not reported | -2.7% | Q4 2024 |
| GS | $1.44M | 0.97% | 0.00% | +4.1% | Q1 2025 |
| AGQ | $1.37M | 0.92% | 0.00% | Not reported | Q2 2025 |
| QUBT | $1.29M | 0.87% | 0.08% | +11.1% | Q1 2025 |
| PLTR | $1.21M | 0.82% | 0.00% | -14.0% | Q4 2024 |
| RKLB | $1.05M | 0.71% | 0.00% | +27.1% | Q2 2025 |
| XOM | $1.03M | 0.70% | 0.00% | +8.5% | Q4 2024 |
| PM | $929K | 0.63% | 0.00% | +17.0% | Q4 2024 |
| COST | $914K | 0.62% | 0.00% | +6.5% | Q4 2024 |
| TSM | $899K | 0.61% | 0.00% | +8.6% | Q4 2024 |
| ONDS | $898K | 0.61% | 0.02% | +23.4% | Q1 2025 |
| ABBV | $896K | 0.61% | 0.00% | +158.0% | Q4 2024 |
 CRCL | $813K | 0.55% | Not reported | New | Q1 2026 |
 GME | $802K | 0.54% | 0.01% | -4.1% | Q4 2024 |
 MCD | $792K | 0.54% | 0.00% | +248.7% | Q1 2025 |
| MP | $789K | 0.53% | 0.01% | -1.2% | Q4 2025 |
 MU | $774K | 0.52% | 0.00% | Not reported | Q2 2025 |
| BTC | $765K | 0.52% | 0.02% | -14.1% | Q4 2024 |
| RDDT | $761K | 0.51% | Not reported | -5.8% | Q4 2024 |
| SHOP | $738K | 0.50% | 0.00% | +9.9% | Q4 2024 |
 ZS | $734K | 0.50% | 0.00% | -34.4% | Q4 2024 |
| TMC | $732K | 0.50% | 0.04% | -20.9% | Q4 2025 |
| JPM | $712K | 0.48% | 0.00% | +2.3% | Q4 2024 |
| OKLO | $708K | 0.48% | 0.01% | +18.7% | Q2 2025 |
 SIDU | $626K | 0.42% | 149.92% | New | Q1 2026 |
| NBIS | $612K | 0.41% | 0.00% | +87.3% | Q3 2025 |
| SNDK | $585K | 0.40% | 0.00% | -24.3% | Q4 2025 |
| FTAI | $582K | 0.39% | 0.00% | Not reported | Q4 2024 |
| HOOD | $577K | 0.39% | 0.00% | +26.6% | Q2 2025 |
| AAAU | $573K | 0.39% | 0.02% | -27.7% | Q4 2024 |
 SFM | $557K | 0.38% | 0.01% | -14.9% | Q4 2024 |
| ETHE | $557K | 0.38% | 0.03% | -0.4% | Q4 2024 |
 SPY | $555K | 0.38% | Not reported | +7.0% | Q4 2024 |
| VST | $554K | 0.37% | 0.00% | -38.6% | Q4 2024 |
| IREN | $525K | 0.36% | 0.00% | +31.8% | Q2 2025 |
| Q4 2025 | |||||
| NVDA | $14.4M | 9.26% | 0.00% | -0.9% | Q4 2024 |
| AAPL | $10.4M | 6.70% | 0.00% | -0.5% | Q4 2024 |
| GBTC | $8.39M | 5.40% | 0.06% | +0.1% | Q4 2024 |
| QBTS | $5.01M | 3.22% | 0.05% | 0.0% | Q1 2025 |
| MSFT | $4.93M | 3.17% | 0.00% | +4.6% | Q4 2024 |
| AMZN | $4.26M | 2.74% | 0.00% | +6.1% | Q4 2024 |
| AVGO | $4.11M | 2.65% | 0.00% | +2.2% | Q4 2024 |
| TSLA | $3.68M | 2.37% | 0.00% | -7.1% | Q4 2024 |
| QQQ | $2.74M | 1.76% | Not reported | -1.3% | Q4 2024 |
| UNH | $2.28M | 1.47% | 0.00% | +0.5% | Q4 2024 |
| CRWD | $2.06M | 1.32% | 0.00% | +3.3% | Q4 2024 |
| ASML | $2M | 1.29% | 0.00% | Not reported | Q4 2024 |
| BOIL | $1.98M | 1.27% | Not reported | New | Q4 2025 |
| META | $1.82M | 1.17% | Not reported | -10.2% | Q4 2024 |
| ZS | $1.79M | 1.15% | 0.01% | +9.3% | Q4 2024 |
| QUBT | $1.74M | 1.12% | 0.08% | +1028.7% | Q1 2025 |
| PLTR | $1.71M | 1.10% | 0.00% | +1.0% | Q4 2024 |
| GS | $1.44M | 0.93% | 0.00% | +5.8% | Q1 2025 |
| RDDT | $1.38M | 0.89% | Not reported | +5.3% | Q4 2024 |
| TMC | $1.22M | 0.79% | 0.05% | New | Q4 2025 |
| GOOG | $1.16M | 0.75% | Not reported | +8.8% | Q4 2024 |
| BTC | $1.15M | 0.74% | 0.03% | +17.2% | Q4 2024 |
| AMD | $993K | 0.64% | 0.00% | Not reported | Q4 2024 |
| AMPX | $973K | 0.63% | 0.09% | +2.5% | Q2 2025 |
| VST | $969K | 0.62% | 0.00% | +23.5% | Q4 2024 |
| SHOP | $910K | 0.59% | 0.00% | Not reported | Q4 2024 |
| RKLB | $901K | 0.58% | 0.00% | +1.0% | Q2 2025 |
 BMNR | $867K | 0.56% | 0.01% | +55.2% | Q3 2025 |
| OKLO | $863K | 0.56% | 0.01% | -14.9% | Q2 2025 |
 SOFI | $845K | 0.54% | 0.00% | +27.9% | Q4 2024 |
| MP | $836K | 0.54% | 0.01% | New | Q4 2025 |
 OPEN | $834K | 0.54% | 0.01% | +58.1% | Q3 2025 |
 AXP | $830K | 0.53% | 0.00% | +75.5% | Q4 2024 |
| ETHE | $798K | 0.51% | 0.03% | -0.6% | Q4 2024 |
| ONDS | $786K | 0.51% | 0.02% | +373.5% | Q1 2025 |
| PM | $770K | 0.50% | 0.00% | +9.3% | Q4 2024 |
 CELH | $770K | 0.50% | 0.01% | +7.7% | Q1 2025 |
| JPM | $763K | 0.49% | 0.00% | +26.1% | Q4 2024 |
| TSM | $744K | 0.48% | 0.00% | +8.9% | Q4 2024 |
| HOOD | $744K | 0.48% | 0.00% | +0.8% | Q2 2025 |
| COST | $744K | 0.48% | 0.00% | +26.6% | Q4 2024 |
| AAAU | $730K | 0.47% | 0.03% | +9.6% | Q4 2024 |
| GME | $729K | 0.47% | 0.01% | -19.1% | Q4 2024 |
| SFM | $676K | 0.44% | 0.01% | +30.3% | Q4 2024 |
| XOM | $672K | 0.43% | 0.00% | -6.7% | Q4 2024 |
| MU | $654K | 0.42% | 0.00% | Not reported | Q2 2025 |
 OMEX | $571K | 0.37% | 0.52% | +4.9% | Q3 2025 |
| GOOGL | $569K | 0.37% | 0.00% | +31.0% | Q4 2024 |
 TFC | $547K | 0.35% | 0.00% | Not reported | Q4 2024 |
| SPY | $544K | 0.35% | Not reported | -3.6% | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $14.5M | 9.39% | 0.00% | -7.5% | Q4 2024 |
| GBTC | $11M | 7.12% | 0.05% | +3.5% | Q4 2024 |
| AAPL | $9.81M | 6.34% | 0.00% | -1.8% | Q4 2024 |
| MSFT | $5.05M | 3.26% | 0.00% | -1.8% | Q4 2024 |
| QBTS | $4.73M | 3.06% | 0.06% | -17.8% | Q1 2025 |
| TSLA | $3.91M | 2.53% | 0.00% | +2.5% | Q4 2024 |
| AVGO | $3.84M | 2.48% | 0.00% | -18.4% | Q4 2024 |
| AMZN | $3.82M | 2.47% | 0.00% | -1.3% | Q4 2024 |
 ARQQW | $3.82M | 2.47% | Not reported | -2.1% | Q4 2024 |
| QQQ | $2.71M | 1.75% | Not reported | +92.9% | Q4 2024 |
| UNH | $2.37M | 1.54% | 0.00% | -1.5% | Q4 2024 |
| META | $2.26M | 1.46% | Not reported | Not reported | Q4 2024 |
| ZS | $2.19M | 1.41% | 0.00% | -1.3% | Q4 2024 |
| CRWD | $2.08M | 1.35% | 0.00% | -1.3% | Q4 2024 |
| ASML | $1.81M | 1.17% | 0.00% | +2.9% | Q4 2024 |
| PLTR | $1.74M | 1.12% | 0.00% | -13.5% | Q4 2024 |
| OKLO | $1.58M | 1.02% | 0.01% | +14.6% | Q2 2025 |
| RDDT | $1.31M | 0.85% | Not reported | -9.6% | Q4 2024 |
| BTC | $1.28M | 0.83% | 0.02% | -24.0% | Q4 2024 |
| AMPX | $1.27M | 0.82% | 0.09% | +31.1% | Q2 2025 |
| GS | $1.23M | 0.80% | 0.00% | +7.6% | Q1 2025 |
| GME | $1.22M | 0.79% | 0.01% | +0.5% | Q4 2024 |
| ETHE | $1.13M | 0.73% | 0.03% | +38.7% | Q4 2024 |
| BMNR | $1.07M | 0.69% | 0.01% | New | Q3 2025 |
| VST | $953K | 0.62% | 0.00% | -0.6% | Q4 2024 |
| HOOD | $934K | 0.60% | 0.00% | +13.6% | Q2 2025 |
| IONQ | $926K | 0.60% | 0.00% | New | Q3 2025 |
| CELH | $899K | 0.58% | 0.01% | -6.3% | Q1 2025 |
| SHOP | $841K | 0.54% | 0.00% | +1.9% | Q4 2024 |
| GOOG | $830K | 0.54% | Not reported | -18.2% | Q4 2024 |
| AGQ | $820K | 0.53% | 0.01% | +115.0% | Q2 2025 |
 SMCI | $810K | 0.52% | 0.00% | -30.6% | Q4 2024 |
 BB | $795K | 0.51% | 0.03% | Not reported | Q4 2024 |
| AMD | $750K | 0.49% | 0.00% | +115.1% | Q4 2024 |
| OPEN | $721K | 0.47% | 0.01% | New | Q3 2025 |
 MARA | $719K | 0.46% | 0.01% | +38.9% | Q4 2024 |
| PM | $712K | 0.46% | 0.00% | +24.0% | Q4 2024 |
| SFM | $709K | 0.46% | 0.01% | -0.2% | Q4 2024 |
 APLD | $688K | 0.45% | 0.01% | +71.4% | Q2 2025 |
| XOM | $674K | 0.44% | 0.00% | -20.7% | Q4 2024 |
| SOFI | $667K | 0.43% | 0.00% | +13.8% | Q4 2024 |
 CRWV | $636K | 0.41% | Not reported | +93.8% | Q2 2025 |
| COST | $630K | 0.41% | 0.00% | +0.7% | Q4 2024 |
| TSM | $628K | 0.41% | 0.00% | Not reported | Q4 2024 |
| URI | $619K | 0.40% | 0.00% | -2.7% | Q4 2024 |
| RKLB | $613K | 0.40% | 0.00% | -10.5% | Q2 2025 |
 HIMS | $603K | 0.39% | Not reported | +30.8% | Q2 2025 |
| AAAU | $597K | 0.39% | 0.03% | +2.6% | Q4 2024 |
| JPM | $592K | 0.38% | 0.00% | Not reported | Q4 2024 |
 FVD | $562K | 0.36% | Not reported | -29.6% | Q4 2024 |