Spark Investment Management LLC

CIK: 0001554871Latest portfolio: $40.2M · Q4 2025

Holdings

27

Total Value

$40.2M

New Positions

10

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
AMZNAMAZON COM INC
43,180$10.0M24.81%
2
SPOTSPOTIFY TECHNOLOGY S A
7,000$4.1M10.12%
3
TSLATESLA INC
6,000$2.7M6.72%
4
CLSCELESTICA INC
9,000$2.7M6.63%-18,000
5
NGDNEW GOLD INC CDA
279,000$2.4M6.05%NEW
6
VETVERMILION ENERGY INC
277,000$2.3M5.74%NEW
7
KGCKINROSS GOLD CORP
80,000$2.3M5.61%-18,000
8
TFPMTRIPLE FLAG PRECIOUS METAL
58,000$1.9M4.80%-50,000
9
OTXOPEN TEXT CORP
54,000$1.8M4.38%+14K
10
DOOBRP INC
19,000$1.3M3.34%NEW
11
NVDANVIDIA CORPORATION
6,900$1.3M3.20%-1,700
12
LSPDLIGHTSPEED COMMERCE INC
95,000$1.1M2.85%+17K
13
EFXENERFLEX LTD
60,000$925K2.30%NEW
14
MNDYMONDAY COM LTD
5,900$870K2.17%
15
SIISPROTT INC
8,000$783K1.95%
16
TWLOTWILIO INC
5,200$739K1.84%
17
OBEOBSIDIAN ENERGY LTD
97,000$595K1.48%NEW
18
CGCENTERRA GOLD INC
41,000$590K1.47%NEW
19
XYZBLOCK INC
8,700$566K1.41%
20
PDSPRECISION DRILLING CORP
4,000$287K0.71%NEW
21
SLSSOLARIS RES INC
32,000$256K0.64%+5K
22
BIRDALLBIRDS INC
57,634$236K0.59%
23
FOSLFOSSIL GROUP INC
55,900$210K0.52%
24
GOOSCANADA GOOSE HLDGS INC
16,000$207K0.52%NEW
25
HITIHIGH TIDE INC
16,000$42K0.10%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
LSPD95K+17K
OTX54K+14K
SLS32K+5K
CLS9K+-18000
TFPM58K+-50000

Decreased Positions

NameSharesChange
KGC80K-18000
NVDA7K-1700

Sector Breakdown

Consumer Cyclical0.0% ($996626981343.2T)
Technology0.0% ($266212861.1T)
Basic Materials0.0% ($24312.3T)
Energy0.0% ($2.3T)
Communication Services0.0% ($4.1B)
Financial Services0.0% ($783.6M)
Healthcare0.0% ($256.4M)
Unknown0.0% ($1.8M)
Industrials0.0% ($925K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$40.2M27
Q3 2025Nov 12, 2025$39.8B20
Q2 2025Aug 11, 2025$36.5B23
Q1 2025May 12, 2025$29.4B18
Q4 2024Feb 11, 2025$20.6B8

Fund Information

CIK0001554871
Most Recent FilingFeb 11, 2026
Number of Filings5

Spark Investment Management LLC 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 $40.2M across 27 holdings. The largest position is AMAZON COM INC (AMZN), representing 24.8% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 3 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.