Graham Capital Management, L.P.

CIK
1315421
City
ROWAYTON
State / Country
CT

Top Portfolio Positions

1,034 positions · $2,292,418,627 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
IBIT
iShares Bitcoin Trust ETF
3,254,662 $125,044,114 5.45%
AMZN
Amazon Com Inc
Consumer Cyclical
418,824 $87,228,474 3.81%
CLMT
Calumet, Inc. /DE
Basic Materials
1,713,400 $61,511,060 2.68%
NVDA
Nvidia Corp
Technology
303,871 $52,995,102 2.31%
CRM
Salesforce, Inc.
Technology
255,292 $47,655,357 2.08%
C
Citigroup Inc
Financial Services
389,193 $44,138,378 1.93%
FBTC
Fidelity Wise Origin Bitcoin Fund
696,200 $41,096,686 1.79%
GME
GameStop Corp.
Consumer Cyclical
1,675,300 $38,598,912 1.68%
LCID
Lucid Group, Inc.
Consumer Cyclical
3,625,500 $34,551,015 1.51%
NFLX
Netflix Inc
Communication Services
346,906 $33,355,011 1.46%

Portfolio Trend

25 quarters · across all stocks

Holdings in ETHA

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2026-03-31 $4,907,300 310,000
2025-12-31 $6,729,000 300,000
2025-09-30 $16,602,745 526,904
2025-06-30 $10,011,750 525,000
2025-03-31 $5,735,300 415,000
2024-12-31 $7,587,000 300,000
2024-09-30 $5,901,000 300,000