Rokos Capital Management LLP Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$5.0B

Holdings

125

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (125 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$1.4B
XLFSELECT SECTOR SPDR TR
$415.3M
BIDUNBAIDU INC
$244.1M
AAPLAPPLE INC
$218.6M
XLVSELECT SECTOR SPDR TR
$170.0M
PINSPINTEREST INC
$167.2M
CCLCARNIVAL CORP
$147.6M
XOPSPDR SER TR
$119.9M
CRMSALESFORCE COM INC
$114.7M
XLESELECT SECTOR SPDR TR
$100.3M
VRTXVERTEX PHARMACEUTICALS INC
$97.8M
CVXCHEVRON CORP NEW
$87.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$85.5M
BMYBRISTOL MYERS SQUIBB CO
$76.6M
MRKMERCK & CO INC
$76.5M
JDJD.COM INC
$70.6M
STLASTELLANTIS N.V
$58.4M
PYPLPAYPAL HLDGS INC
$52.6M
PCGPG&E CORP
$51.3M
WTWWILLIS TOWERS WATSON PLC LTD
$49.3M
XLFISELECT SECTOR SPDR TR
$48.3M
KBESPDR SER TR
$32.2M
FEFIRSTENERGY CORP
$30.6M
SNOWSNOWFLAKE INC
$22.7M
ABNBAIRBNB INC
$22.3M
SNPSSYNOPSYS INC
$21.3M
BMBLBUMBLE INC
$20.1M
QSQUANTUMSCAPE CORP
$19.7M
AREALEXANDRIA REAL ESTATE EQ IN
$18.2M
ZIMZIM INTEGRATED SHIPPING SERV
$15.7M
ABBVABBVIE INC
$15.1M
XPOXPO LOGISTICS INC
$14.1M
WSCWILLSCOT MOBIL MINI HLDNG CO
$13.9M
RPRXROYALTY PHARMA PLC
$13.7M
LULUFAX HOLDING LTD
$11.3M
D0ADADA NEXUS LTD
$10.8M
PBRPETROLEO BRASILEIRO SA PETRO
$10.6M
XLNXEURXILINX INC
$10.4M
MDBMONGODB INC
$9.1M
ULCCFRONTIER GROUP HLDGS INC
$9.0M
DIDIYDIDI GLOBAL INC
$8.5M
TALTAL EDUCATION GROUP
$7.0M
AVAHAVEANNA HEALTHCARE HLDGS INC
$6.3M
PGNYPROGYNY INC
$5.9M
PINGUSDPING IDENTITY HLDG CORP
$5.8M
LFSTLIFESTANCE HEALTH GROUP INC
$5.7M
CRCTCRICUT INC
$5.7M
AGILITI INC
$5.3M
DIVERSEY HLDGS LTD
$5.3M
NEXNTREMOR INTL LTD
$5.0M
BNLBROADSTONE NET LEASE INC
$4.7M
DOCSDOXIMITY INC
$4.3M
LSPDEURLIGHTSPEED POS INC
$4.2M
ZETAZETA GLOBAL HOLDINGS CORP
$4.2M
SSENTINELONE INC
$4.0M
CFLTCONFLUENT INC
$3.7M
BRIGHT HEALTH GROUP INC
$3.5M
DISRUPTIVE ACQUISITION CORP
$3.4M
DISDISNEY WALT CO
$3.4M
CC NEUBERGER PRINCIPAL HOLDN
$3.2M
SWIMLATHAM GROUP INC
$3.2M
CCIXCHURCHILL CAPITAL CORP VII
$3.2M
MCWMISTER CAR WASH INC
$3.2M
CONVEY HLDG PARENT INC
$3.1M
PATHUIPATH INC
$3.1M
OGNORGANON & CO
$3.0M
IASINTEGRAL AD SCIENCE HLDNG CO
$2.7M
LPATWO
$2.7M
AUSTERLITZ ACQUISITION CORP
$2.5M
WARBURG PINCUS CAPTAL CORP I
$2.5M
PIVOTAL INVESTMENT CORP III
$2.5M
FINSERV ACQUISITION CORP II
$2.4M
HAYMAKER ACQUISITION CORP II
$2.4M
GLBEGLOBAL E ONLINE LTD
$2.4M
AUSTERLITZ ACQUISITION CORP
$2.3M
WALKME LTD
$2.2M
CXMSPRINKLR INC
$2.1M
FTCIFTC SOLAR INC
$2.1M
HAYWHAYWARD HLDGS INC
$1.9M
DVDOUBLEVERIFY HLDGS INC
$1.9M
EAGLE BULK SHIPPING INC
$1.9M
SOARING EAGLE ACQUISITION CO
$1.7M
TSPHTUSIMPLE HLDGS INC
$1.5M
MQMARQETA INC
$1.5M
FAFIRST ADVANTAGE CORP NEW
$1.3M
JOANJOANN INC
$1.2M
LZLEGALZOOM COM INC
$1.1M
TASKTASKUS INC
$1.0M
FTAC ATHENA ACQUISITION CORP
$931K
COURCOURSERA INC
$820K
DOCNDIGITALOCEAN HLDGS INC
$795K
AGLAGILON HEALTH INC
$789K
VZIOEURVIZIO HLDG CORP
$673K
NAPA1USDDUCKHORN PORTFOLIO INC
$649K
ORTHO CLINICAL DIAGNOSTICS H
$641K
YOUCLEAR SECURE INC
$623K
DIBS1STDIBS COM INC
$528K
XMTRXOMETRY INC
$440K
BZKANZHUN LIMITED
$397K
ZYMERGEN INC
$397K
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