October Effect Ltd

CIK: 0002078353Latest portfolio: $90.8M · Q4 2025

Holdings

61

Total Value

$90.8M

New Positions

61

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
64,950$12.1M13.34%NEW
2
METAMETA PLATFORMS INC
9,276$6.1M6.74%NEW
3
BILSPDR SERIES TRUST
55,687$5.1M5.60%NEW
4
SOXLDIREXION SHS ETF TR
95,678$4.0M4.43%NEW
5
CRMDCORMEDIX INC
306,444$3.6M3.92%NEW
6
TQQQPROSHARES TR
61,493$3.2M3.57%NEW
7
GEGE AEROSPACE
9,764$3.0M3.31%NEW
8
PLTRPALANTIR TECHNOLOGIES INC
15,450$2.7M3.02%NEW
9
GEVGE VERNOVA INC
4,148$2.7M2.99%NEW
10
TSLATESLA INC
5,610$2.5M2.78%NEW
11
QFLRINNOVATOR ETFS TRUST
68,255$2.3M2.58%NEW
12
SPYMSPDR SERIES TRUST
28,221$2.3M2.49%NEW
13
SPXLDIREXION SHS ETF TR
9,589$2.1M2.33%NEW
14
IM8NINSMED INC
12,121$2.1M2.32%NEW
15
SPTISPDR SERIES TRUST
71,034$2.0M2.26%NEW
16
GOOGLALPHABET INC
6,361$2.0M2.19%NEW
17
SPYSPDR S&P 500 ETF TR
2,893$2.0M2.17%NEW
18
IWFISHARES TR
3,960$1.9M2.06%NEW
19
ATENA10 NETWORKS INC
100,437$1.8M1.96%NEW
20
AGGISHARES TR
16,854$1.7M1.85%NEW
21
AMDADVANCED MICRO DEVICES INC
7,222$1.5M1.70%NEW
22
AMZNAMAZON COM INC
6,675$1.5M1.70%NEW
23
FBCGFIDELITY COVINGTON TRUST
27,600$1.5M1.67%NEW
24
PANWPALO ALTO NETWORKS INC
8,192$1.5M1.66%NEW
25
LUMNLUMEN TECHNOLOGIES INC
189,945$1.5M1.62%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($5.088402132412263e+82T)
Technology0.0% ($121132746177615478784.0T)
Healthcare0.0% ($3563861234.2T)
Unknown0.0% ($23392109.7T)
Communication Services0.0% ($612219.9T)
Industrials0.0% ($3.0T)
Utilities0.0% ($2.7T)
Consumer Cyclical0.0% ($25.2B)
Consumer Defensive0.0% ($552.5M)
Energy0.0% ($236K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$90.8M61
Q3 2025Oct 31, 2025$90.7B0
Q2 2025Aug 11, 2025$82.9B52

Fund Information

CIK0002078353
Most Recent FilingJan 20, 2026
Number of Filings3

October Effect Ltd 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 $90.8M across 61 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 13.3% of the portfolio. Compared to the previous quarter, the fund opened 61 new positions and closed 0 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.