Capital Markets Trading UK LLP

CIK: 0001719165Latest portfolio: $6.8B · Q4 2025

Holdings

295

Total Value

$6.8B

New Positions

15

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP
927,000$448.3M6.61%-115,100Call
2
MSFTMICROSOFT CORP
774,300$374.5M5.52%-198,500Put
3
MUMICRON TECHNOLOGY INC
869,500$248.2M3.66%-122,700Put
4
AMDADVANCED MICRO DEVICES INC
878,900$188.2M2.78%+322KPut
5
TSMTAIWAN SEMICONDUCTOR MFG LTD
577,200$175.4M2.59%+63KPut
6
INTCINTEL CORP
4,512,500$166.5M2.45%+1.2MPut
7
VANECK ETF TRUST
1,765,700$151.4M2.23%+409KPut
8
BROADCOM INC
406,700$140.8M2.08%-306,600Put
9
AMAZON COM INC
571,400$131.9M1.94%+290KCall
10
NVDANVIDIA CORPORATION
620,700$115.8M1.71%-1,436,400Put
11
AMZNAMAZON COM INC
499,400$115.3M1.70%+75KPut
12
MUMICRON TECHNOLOGY INC
358,200$102.2M1.51%+27KCall
13
INTCINTEL CORP
2,769,600$102.2M1.51%+283KCall
14
ISHARES INC
2,877,100$91.4M1.35%+1.7MCall
15
CATCATERPILLAR INC
145,000$83.1M1.22%+124KPut
16
AMDADVANCED MICRO DEVICES INC
385,200$82.5M1.22%-64,000Call
17
GOOGLALPHABET INC
259,400$81.2M1.20%+18KPut
18
TSLATESLA INC
169,500$76.2M1.12%-158,000Put
19
BABOEING CO
346,800$75.3M1.11%-31,400Put
20
TSLATESLA INC
166,300$74.8M1.10%+82KCall
21
SHOPSHOPIFY INC
438,800$70.6M1.04%+45KPut
22
NIONIO INC
13,389,200$68.3M1.01%+1.0MPut
23
CATCATERPILLAR INC
116,700$66.9M0.99%+46KCall
24
SNOWSNOWFLAKE INC
304,600$66.8M0.99%-26,500Put
25
METAMETA PLATFORMS INC
97,000$64.0M0.94%+4KPut

Quarterly Changes

New Positions

  • CISCO SYS INCNEW
    $17.7M
  • ALIBABA GROUP HLDG LTDNEW
    $8.1M
  • ALIBABA GROUP HLDG LTDNEW
    $6.6M
  • TTDNEW
    $6.1M
  • BXNEW
    $4.8M
  • AALNEW
    $2.7M
  • KLACNEW
    $2.4M
  • BXNEW
    $2.4M
  • MELINEW
    $2.0M
  • TTDNEW
    $1.9M

Closed Positions

  • SPYCLOSED
    $13.3M
  • ADICLOSED
    $8.6M
  • LICLOSED
    $6.5M
  • LRCXCLOSED
    $5.4M
  • MCDCLOSED
    $4.3M
  • APPLIED MATLS INCCLOSED
    $3.6M
  • HIMSCLOSED
    $3.1M
  • WFCCLOSED
    $2.7M
  • AMATCLOSED
    $1.9M
  • CCLCLOSED
    $1.8M

Increased Positions

NameSharesChange
ISHARES INC2.9M+1.7M
INTC4.5M+1.2M
NIO13.4M+1.0M
FORD MTR CO3.2M+640K
KRANESHARES TRUST757K+439K
VANECK ETF TRUST1.8M+409K
FCX859K+385K
SOFI849K+385K
AMD879K+322K
SOFI587K+320K

Decreased Positions

NameSharesChange
VALE4.5M-1729100
FORD MTR CO1.3M-693600
BAC440K-429100
CCL1.5M-339100
BROADCOM INC407K-306600
AMERICAN AIRLS GROUP INC2.8M-246800
SNAP200K-200000
MSFT774K-198500
VANECK ETF TRUST634K-198000
JD.COM INC1.1M-173900

Sector Breakdown

TechnologyNaN% ($InfinityT)
Unknown0.0% ($1.514441407591319e+208T)
Consumer Cyclical0.0% ($1.1527276228747887e+188T)
Financial Services0.0% ($4.2294327412773725e+173T)
Communication Services0.0% ($8.119264029461053e+61T)
Healthcare0.0% ($4.631938194300582e+40T)
Industrials0.0% ($8.306675297668543e+35T)
Energy0.0% ($3.1713166741429676e+30T)
Basic Materials0.0% ($5.8443436392827826e+29T)
Consumer Defensive0.0% ($276832659815497.1T)
Utilities0.0% ($2582.0T)
Real Estate0.0% ($57.9T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$6.8B295
Q3 2025Nov 12, 2025$6.8B289
Q2 2025Aug 13, 2025$5.9B0
Q1 2025May 15, 2025$5.3B304
Q4 2024Feb 14, 2025$6.6B283

Fund Information

CIK0001719165
Most Recent FilingFeb 12, 2026
Number of Filings5

Capital Markets Trading UK LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.8B across 295 holdings. The largest position is MICROSOFT CORP (MSFT), representing 6.6% of the portfolio. Compared to the previous quarter, the fund opened 39 new positions and closed 33 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.