SIG BROKERAGE, LP

CIK: 0001094429Latest portfolio: $3.2B · Q4 2025

Holdings

453

Total Value

$3.2B

New Positions

111

Closed Positions

153

#StockSharesValue% PortfolioChangeType
1
GQ9SPDR GOLD TR
1,042,100$412.0M12.81%+887KPut
2
METAMETA PLATFORMS INC
385,600$253.0M7.87%+43KPut
3
NVDANVIDIA CORPORATION
578,600$107.0M3.33%-79,100Put
4
TSLATESLA INC
207,500$92.0M2.86%+9KPut
5
APOAPOLLO GLOBAL MGMT INC
552,341$79.0M2.46%-78,059Call
6
SPYSPDR S&P 500 ETF TR
112,400$76.0M2.36%-235,600Put
7
MSFTMICROSOFT CORP
157,400$75.0M2.33%-55,700Put
8
EWZISHARES INC
2,281,242$71.0M2.21%-55,476Put
9
PLTRPALANTIR TECHNOLOGIES INC
360,800$63.0M1.96%+257KPut
10
AMDADVANCED MICRO DEVICES INC
275,818$58.0M1.80%+100KPut
11
CRMSALESFORCE INC
218,300$57.0M1.77%+24KPut
12
ARMARM HOLDINGS PLC
481,600$52.0M1.62%NEWPut
13
UNHUNITEDHEALTH GROUP INC
152,494$49.0M1.52%+12KPut
14
HYGISHARES TR
544,300$43.0M1.34%-94,700Put
15
GDXVANECK ETF TRUST
511,752$42.0M1.31%+102KPut
16
XLVSELECT SECTOR SPDR TR
283,581$42.0M1.31%NEWPut
17
ORCLORACLE CORP
210,400$40.0M1.24%-376,212Put
18
ADBEADOBE INC
95,500$33.0M1.03%-13,200Put
19
AXPAMERICAN EXPRESS CO
89,700$32.0M1.00%NEWPut
20
GOOGLALPHABET INC
108,307$32.0M1.00%+11KPut
21
AVGOBROADCOM INC
92,900$31.0M0.96%+43KPut
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
102,000$30.0M0.93%+23KPut
23
NFLXNETFLIX INC
295,100$27.0M0.84%+280KPut
24
INTUINTUIT
39,888$25.0M0.78%+15KPut
25
AMZNAMAZON COM INC
109,822$24.0M0.75%-6,678Put

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SLB440K+298K
NFLX295K+280K
PLTR361K+257K
LCID600K+250K
WULF335K+218K
XLU215K+200K
IREN532K+168K
GDX512K+102K
AMD276K+100K
WBD261K+94K

Decreased Positions

NameSharesChange
RIOT15K-400000
ORCL210K-376212
CORZ425K-313085
SABR20K-269362
VALE15K-264398
SPY112K-235600
LVLN108K-220176
EEM379K-178151
HPE17K-167414
CRWV324K-155008

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.0700075000630006e+247T)
Healthcare0.0% ($4.9000130001300005e+130T)
Consumer Cyclical0.0% ($9.200024000220002e+106T)
Industrials0.0% ($1.50001100030003e+80T)
Unknown0.0% ($4.1200014000130005e+75T)
Communication Services0.0% ($2.5300032000270004e+73T)
Energy0.0% ($1.60001200070004e+69T)
Basic Materials0.0% ($1.8000200009999998e+21T)
Consumer Defensive0.0% ($900020002000199936.0T)
Utilities0.0% ($700040002000099968.0T)
Real Estate0.0% ($20001.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$3.2B656
Q3 2025Nov 14, 2025$3.5T728
Q2 2025Aug 14, 2025$3.8T675
Q1 2025May 14, 2025$2.0T526
Q4 2024Feb 14, 2025$1.9T462

Fund Information

CIK0001094429
Most Recent FilingFeb 17, 2026
Number of Filings5

SIG BROKERAGE, LP 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 $3.2B across 453 holdings. The largest position is SPDR GOLD TR (GQ9), representing 12.8% of the portfolio. Compared to the previous quarter, the fund opened 176 new positions and closed 217 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.