Stock Taper

ALPHADYNE ASSET MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Kroger Co.KR33.6K$1.87M
Space Exploration Technologies Corp.SPCX36.12K$6.17M
Palo Alto Networks, Inc.PANW36.41K$12.42M
Autodesk, Inc.ADSK38.01K$7.39M
Adobe Inc.ADBE40.08K$8.22M
EQT CorporationEQT40.21K$2.14M
Workday, Inc.WDAY41.87K$5.13M
Salesforce, Inc.CRM42.3K$6.63M
Occidental Petroleum CorporationOXY44.8K$2.18M
Baker Hughes CompanyBKR45.1K$2.5M
Taiwan Semiconductor Manufacturing Company LimitedTSM48.72K$23.27M
Walmart Inc.WMT54.13K$6.13M
Exxon Mobil CorporationXOM56.81K$7.77M
Suncor Energy Inc.SU62.29K$3.34M
Micron Technology, Inc.MU67.13K$77.49M
UiPath Inc.PATH74.46K$809.41K
Microsoft CorporationMSFT75.85K$28.29M
CF Industries Holdings, Inc.CF78.57K$8.51M
Sumitomo Mitsui Financial Group, Inc.SMFG82.75K$1.95M
LyondellBasell Industries N.V.LYB92.79K$4.89M