SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK

1446194

City

BALA CYNWYD

State / Country

Stock

ALRM — Alarm.com Holdings, Inc.

Top Portfolio Positions

4,091 positions · $785,802,193,055 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	190,466,180	$123,867,775,501	15.76%
QQQ	Invesco Qqq Trust, Series 1	82,233,568	$47,463,570,778	6.04%
NVDA	Nvidia Corp Technology	182,947,844	$31,906,103,992	4.06%
TSLA	Tesla, Inc. Consumer Cyclical	81,497,621	$30,296,740,606	3.86%
MSFT	Microsoft Corp Technology	52,684,180	$19,502,102,909	2.48%
GLD	Spdr Gold Trust	45,013,678	$19,368,935,506	2.46%
META	Meta Platforms, Inc. Communication Services	31,598,305	$18,078,338,239	2.30%
AAPL	Apple Inc. Technology	63,644,634	$16,152,371,662	2.06%
MU	Micron Technology Inc Technology	45,262,263	$15,291,402,931	1.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	37,381,760	$12,633,165,791	1.61%

Portfolio Trend

25 quarters · across all stocks

Holdings in ALRM

Compact Export CSV

Shares Held

Position Value (USD)

50 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,613,276	37,353	+46.6%	Shares	Other	2026-05-15
2025-12-31	$1,300,346	25,487	+15.8%	Shares	Other	2026-02-17
2025-09-30	$1,167,760	22,000	-8.8%	Call	Other	2025-11-14
2025-09-30	$1,280,555	24,125	+18.3%	Shares	Other	2025-11-14
2025-06-30	$1,154,028	20,400	-67.5%	Call	Other	2025-08-14
2025-06-30	$3,548,692	62,731	+783.5%	Shares	Other	2025-08-14
2025-03-31	$395,115	7,100	-88.3%	Call	Other	2025-05-14
2025-03-31	$3,382,685	60,785	+447.6%	Shares	Other	2025-05-14
2024-12-31	$674,880	11,100	+236.4%	Call	Other	2025-02-14
2024-12-31	$200,640	3,300	-90.1%	Put	Other	2025-02-14
2024-12-31	$2,026,403	33,329	+333.1%	Shares	Other	2025-02-14
2024-09-30	$420,685	7,695	+14.8%	Shares	Defined	2024-11-14
2024-06-30	$425,972	6,704	-23.8%	Shares	Defined	2024-08-15
2024-06-30	$559,152	8,800	-37.1%	Put	Defined	2024-08-15
2024-06-30	$889,560	14,000	+154.5%	Call	Defined	2024-08-15
2024-03-31	$398,585	5,500	-48.1%	Put	Defined	2024-05-07
2024-03-31	$768,182	10,600	+48.3%	Call	Defined	2024-05-07
2024-03-31	$518,088	7,149	-61.7%	Shares	Defined	2024-05-07
2023-12-31	$1,205,744	18,659	+109.7%	Shares	Defined	2024-02-14
2023-12-31	$575,118	8,900	-62.8%	Call	Defined	2024-02-14
2023-09-30	$1,462,101	23,914	-7.3%	Shares	Defined	2023-11-14
2023-09-30	$1,577,412	25,800	+160.6%	Call	Defined	2023-11-14
2023-09-30	$605,286	9,900	-64.0%	Put	Defined	2023-11-14
2023-06-30	$1,419,649	27,470	-7.3%	Shares	Defined	2023-08-11
2023-03-31	$1,490,148	29,637	+157.7%	Shares	Defined	2023-05-16
2023-03-31	$578,220	11,500	+82.5%	Put	Defined	2023-05-16
2022-12-31	$311,724	6,300	-38.6%	Call	Defined	2023-02-14
2022-12-31	$507,516	10,257	-37.5%	Shares	Defined	2023-02-14
2022-12-31	$811,472	16,400	+50.5%	Put	Defined	2023-02-14
2022-09-30	$706,974	10,900	+105.7%	Put	Defined	2022-11-14
2022-09-30	$343,758	5,300	-69.1%	Call	Defined	2022-11-14
2022-09-30	$1,111,181	17,132	+298.9%	Shares	Defined	2022-11-14
2022-06-30	$265,688	4,295	-63.0%	Shares	Defined	2022-08-15
2022-06-30	$717,576	11,600	+163.6%	Put	Defined	2022-08-15
2022-06-30	$272,184	4,400	-18.7%	Call	Defined	2022-08-15
2022-03-31	$359,880	5,415	+42.5%	Shares	Defined	2022-05-16
2022-03-31	$252,548	3,800	-9.5%	Call	Defined	2022-05-16
2022-03-31	$279,132	4,200	-84.9%	Put	Defined	2022-05-16
2021-12-31	$2,366,199	27,900	+372.9%	Call	Defined	2022-04-05
2021-12-31	$500,379	5,900	-56.1%	Put	Defined	2022-04-05
2021-12-31	$1,140,864	13,452	-45.2%	Shares	Defined	2022-04-05
2021-09-30	$1,917,766	24,527	-26.3%	Shares	Defined	2021-11-15
2021-09-30	$2,603,727	33,300	+40.5%	Call	Defined	2021-11-15
2021-09-30	$1,853,103	23,700	+91.3%	Put	Defined	2021-11-15
2021-06-30	$1,049,178	12,387	-60.2%	Shares	Defined	2021-08-11
2021-06-30	$2,634,170	31,100	-0.6%	Put	Defined	2021-08-11
2021-06-30	$2,651,110	31,300	-43.4%	Call	Defined	2021-08-11
2021-03-31	$4,776,814	55,300	+181.6%	Call	Defined	2021-05-17
2021-03-31	$1,696,589	19,641	-60.6%	Shares	Defined	2021-05-17
2021-03-31	$4,310,362	49,900	—	Put	Defined	2021-05-17
No 13F history on record for this holder in this stock.