Headlands Technologies LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.3T

Holdings

594

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (594 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
415,371$77.5B6.19%
2
AMZNAMAZON COM INC
201,695$44.3B3.54%
3
HOODROBINHOOD MKTS INC
172,661$24.7B1.97%
4
GOOGLALPHABET INC
99,935$24.3B1.94%
5
ISRGINTUITIVE SURGICAL INC
52,607$23.5B1.88%
6
GOOGALPHABET INC
95,635$23.3B1.86%
7
AAPLAPPLE INC
88,990$22.7B1.81%
8
METAMETA PLATFORMS INC
30,370$22.3B1.78%
9
TSLATESLA INC
45,492$20.2B1.62%
10
WMTWALMART INC
185,686$19.1B1.53%
11
NDQINVESCO QQQ TR
30,470$18.3B1.46%
12
ROSTROSS STORES INC
114,580$17.5B1.39%
13
VOOVANGUARD INDEX FDS
25,187$15.4B1.23%
14
HONHONEYWELL INTL INC
68,188$14.4B1.15%
15
FCXFREEPORT-MCMORAN INC
303,150$11.9B0.95%
16
VRTXVERTEX PHARMACEUTICALS INC
29,864$11.7B0.93%
17
SPYSPDR S&P 500 ETF TR
17,296$11.5B0.92%
18
IVVISHARES TR
17,116$11.5B0.91%
19
KDPKEURIG DR PEPPER INC
421,302$10.7B0.86%
20
MSFTMICROSOFT CORP
20,515$10.6B0.85%
21
BSXBOSTON SCIENTIFIC CORP
108,046$10.5B0.84%
22
INTCINTEL CORP
307,043$10.3B0.82%
23
ROPROPER TECHNOLOGIES INC
20,195$10.1B0.80%
24
XOMEXXON MOBIL CORP
88,085$9.9B0.79%
25
APLDAPPLIED DIGITAL CORP
425,532$9.8B0.78%
26
BACBANK AMERICA CORP
179,095$9.2B0.74%
27
VRSKVERISK ANALYTICS INC
34,759$8.7B0.70%
28
LQDISHARES TR
78,189$8.7B0.70%
29
NDAQNASDAQ INC
96,652$8.5B0.68%
30
QQQMINVESCO EXCH TRADED FD TR II
33,153$8.2B0.65%
31
PLTRPALANTIR TECHNOLOGIES INC
43,827$8.0B0.64%
32
AVGOBROADCOM INC
23,083$7.6B0.61%
33
EQIXEQUINIX INC
9,609$7.5B0.60%
34
AGGISHARES TR
73,572$7.4B0.59%
35
RGTIRIGETTI COMPUTING INC
238,833$7.1B0.57%
36
TMUST-MOBILE US INC
29,073$7.0B0.56%
37
XLKSELECT SECTOR SPDR TR
24,461$6.9B0.55%
38
TRVCCITIGROUP INC
65,585$6.7B0.53%
39
CSCOCISCO SYS INC
95,983$6.6B0.52%
40
SMRNUSCALE PWR CORP
181,733$6.5B0.52%
41
FYBRFRONTIER COMMUNICATIONS PARE
170,400$6.4B0.51%
42
ACWIISHARES TR
45,991$6.4B0.51%
43
TQQQPROSHARES TR
59,722$6.2B0.49%
44
CMCSACOMCAST CORP NEW
192,764$6.1B0.48%
45
SSNCSS&C TECHNOLOGIES HLDGS INC
66,867$5.9B0.47%
46
BKNGBOOKING HOLDINGS INC
1,099$5.9B0.47%
47
NIONIO INC
762,023$5.8B0.46%
48
UBERUBER TECHNOLOGIES INC
58,249$5.7B0.46%
49
NVDLGRANITESHARES ETF TR
60,648$5.7B0.45%
50
ADSKAUTODESK INC
17,723$5.6B0.45%
51
TEMTEMPUS AI INC
69,594$5.6B0.45%
52
VISNCOMMSCOPE HLDG CO INC
362,812$5.6B0.45%
53
CBCHUBB LIMITED
19,767$5.6B0.45%
54
ORLYOREILLY AUTOMOTIVE INC
51,539$5.6B0.44%
55
NVTSNAVITAS SEMICONDUCTOR CORP
766,176$5.5B0.44%
56
FISVFISERV INC
41,460$5.3B0.43%
57
SCHWSCHWAB CHARLES CORP
55,476$5.3B0.42%
58
MARMARRIOTT INTL INC NEW
19,133$5.0B0.40%
59
WULFTERAWULF INC
435,739$5.0B0.40%
60
CDWCDW CORP
30,384$4.8B0.39%
61
ALNYALNYLAM PHARMACEUTICALS INC
10,192$4.6B0.37%
62
QUBTQUANTUM COMPUTING INC
249,640$4.6B0.37%
63
RIOTRIOT PLATFORMS INC
236,098$4.5B0.36%
64
TEAMATLASSIAN CORPORATION
27,833$4.4B0.35%
65
ADIANALOG DEVICES INC
17,886$4.4B0.35%
66
MORNMORNINGSTAR INC
18,879$4.4B0.35%
67
ZBRAZEBRA TECHNOLOGIES CORPORATI
14,497$4.3B0.34%
68
IEFISHARES TR
43,254$4.2B0.33%
69
KELKELLANOVA
50,347$4.1B0.33%
70
PNFPPINNACLE FINL PARTNERS INC
44,015$4.1B0.33%
71
IRENIREN LIMITED
87,608$4.1B0.33%
72
SFMSPROUTS FMRS MKT INC
37,351$4.1B0.32%
73
VGKVANGUARD INTL EQUITY INDEX F
50,826$4.1B0.32%
74
BABOEING CO
18,784$4.1B0.32%
75
PLUNPLUG POWER INC
1,739,125$4.1B0.32%
76
HASHASBRO INC
52,637$4.0B0.32%
77
KWEBKRANESHARES TRUST
94,933$4.0B0.32%
78
QCOMQUALCOMM INC
23,922$4.0B0.32%
79
FRSHFRESHWORKS INC
330,564$3.9B0.31%
80
NVDXETF OPPORTUNITIES TRUST
203,581$3.9B0.31%
81
HOLXHOLOGIC INC
54,568$3.7B0.29%
82
PGRPROGRESSIVE CORP
14,662$3.6B0.29%
83
ACGLARCH CAP GROUP LTD
39,006$3.5B0.28%
84
FCNCAFIRST CTZNS BANCSHARES INC D
1,964$3.5B0.28%
85
6RJ0ROCKET LAB CORP
72,774$3.5B0.28%
86
ENPHENPHASE ENERGY INC
96,382$3.4B0.27%
87
LBRDKLIBERTY BROADBAND CORP
52,994$3.4B0.27%
88
QUREUNIQURE NV
57,408$3.4B0.27%
89
ABNBAIRBNB INC
27,378$3.3B0.27%
90
COINCOINBASE GLOBAL INC
9,797$3.3B0.26%
91
PCTYPAYLOCITY HLDG CORP
20,626$3.3B0.26%
92
HLNHALEON PLC
356,750$3.2B0.26%
93
ZMZOOM COMMUNICATIONS INC
38,716$3.2B0.26%
94
ODFLOLD DOMINION FREIGHT LINE IN
22,490$3.2B0.25%
95
JOBYJOBY AVIATION INC
190,648$3.1B0.25%
96
SPGIS&P GLOBAL INC
6,316$3.1B0.25%
97
BCSBARCLAYS PLC
145,379$3.0B0.24%
98
CITCINTAS CORP
14,309$2.9B0.23%
99
DOCUDOCUSIGN INC
40,438$2.9B0.23%
100
GQ9SPDR GOLD TR
8,197$2.9B0.23%
Page 1 of 6Next