ADAPT INVESTMENT MANAGERS SA
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTD | 211K | $8.03M |
 | AMZN | 168K | $38.67M |
 | DDOG | 160K | $21.77M |
 | MSFT | 115K | $55.53M |
 | LEN | 114K | $11.73M |
 | ZS | 112K | $25.28M |
 | NKE | 111K | $7.09M |
 | COIN | 105K | $23.71M |
 | NVDA | 103K | $19.22M |
 | AVGO | 103K | $35.53M |
 | XYZ | 97K | $6.32M |
 | OKTA | 74K | $6.38M |
 | HD | 60K | $20.81M |
 | LOW | 59K | $14.22M |
 | ADSK | 56K | $16.47M |
 | MRVL | 48K | $4.08M |
 | AAPL | 45K | $12.34M |
 | VZ | 37K | $1.49M |
 | TSLA | 34K | $15.08M |
 | NFLX | 33K | $3.09M |
The Trade Desk, Inc.
TTD
Shares Held
211K
Value
$8.03M
Amazon.com, Inc.
AMZN
Shares Held
168K
Value
$38.67M
Datadog, Inc.
DDOG
Shares Held
160K
Value
$21.77M
Microsoft Corporation
MSFT
Shares Held
115K
Value
$55.53M
Lennar Corporation
LEN
Shares Held
114K
Value
$11.73M
Zscaler, Inc.
ZS
Shares Held
112K
Value
$25.28M
NIKE, Inc.
NKE
Shares Held
111K
Value
$7.09M
Coinbase Global, Inc.
COIN
Shares Held
105K
Value
$23.71M
NVIDIA Corporation
NVDA
Shares Held
103K
Value
$19.22M
Broadcom Inc.
AVGO
Shares Held
103K
Value
$35.53M
Block, Inc.
XYZ
Shares Held
97K
Value
$6.32M
Okta, Inc.
OKTA
Shares Held
74K
Value
$6.38M
The Home Depot, Inc.
HD
Shares Held
60K
Value
$20.81M
Lowe's Companies, Inc.
LOW
Shares Held
59K
Value
$14.22M
Autodesk, Inc.
ADSK
Shares Held
56K
Value
$16.47M
Marvell Technology, Inc.
MRVL
Shares Held
48K
Value
$4.08M
Apple Inc.
AAPL
Shares Held
45K
Value
$12.34M
Verizon Communications Inc.
VZ
Shares Held
37K
Value
$1.49M
Tesla, Inc.
TSLA
Shares Held
34K
Value
$15.08M
Netflix, Inc.
NFLX
Shares Held
33K
Value
$3.09M