ADAPT INVESTMENT MANAGERS SA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 684K | $127.56M |
 | TTD | 270K | $13.23M |
 | MU | 184K | $30.75M |
 | AVGO | 160K | $52.78M |
 | TXN | 129K | $23.71M |
 | XYZ | 124K | $8.98M |
 | FCX | 114K | $4.49M |
 | GOOG | 100K | $24.36M |
 | AMZN | 92K | $20.30M |
 | TSLA | 83K | $36.99M |
 | AMD | 71K | $11.43M |
 | BAC | 67K | $3.46M |
 | TGT | 50K | $4.47M |
 | META | 47K | $34.23M |
 | MSFT | 36K | $18.44M |
 | LOW | 28K | $7.16M |
 | HUBS | 27K | $12.50M |
 | INTU | 18K | $12.57M |
 | NKE | 16K | $1.14M |
 | HD | 12K | $4.86M |
NVIDIA Corporation
NVDA
Shares Held
684K
Value
$127.56M
The Trade Desk, Inc.
TTD
Shares Held
270K
Value
$13.23M
Micron Technology, Inc.
MU
Shares Held
184K
Value
$30.75M
Broadcom Inc.
AVGO
Shares Held
160K
Value
$52.78M
Texas Instruments Incorporated
TXN
Shares Held
129K
Value
$23.71M
Block, Inc.
XYZ
Shares Held
124K
Value
$8.98M
Freeport-McMoRan Inc.
FCX
Shares Held
114K
Value
$4.49M
Alphabet Inc.
GOOG
Shares Held
100K
Value
$24.36M
Amazon.com, Inc.
AMZN
Shares Held
92K
Value
$20.30M
Tesla, Inc.
TSLA
Shares Held
83K
Value
$36.99M
Advanced Micro Devices, Inc.
AMD
Shares Held
71K
Value
$11.43M
Bank of America Corporation
BAC
Shares Held
67K
Value
$3.46M
Target Corporation
TGT
Shares Held
50K
Value
$4.47M
Meta Platforms, Inc.
META
Shares Held
47K
Value
$34.23M
Microsoft Corporation
MSFT
Shares Held
36K
Value
$18.44M
Lowe's Companies, Inc.
LOW
Shares Held
28K
Value
$7.16M
HubSpot, Inc.
HUBS
Shares Held
27K
Value
$12.50M
Intuit Inc.
INTU
Shares Held
18K
Value
$12.57M
NIKE, Inc.
NKE
Shares Held
16K
Value
$1.14M
The Home Depot, Inc.
HD
Shares Held
12K
Value
$4.86M