Shay Capital LLC

CIK
0001723643
City
New York
State / Country
NY

Top Portfolio Positions

350 positions · $908,991,848 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
BARK
Bark, Inc.
Consumer Cyclical
5,511,600 $66,469,896 7.31%
FTAI
FTAI Aviation Ltd.
Industrials
315,000 $62,007,750 6.82%
PCT
PureCycle Technologies, Inc.
Industrials
4,652,758 $39,967,191 4.40%
MSFT
Microsoft Corp
Technology
56,250 $27,203,625 2.99%
META
Meta Platforms, Inc.
Communication Services
40,300 $26,601,627 2.93%
SPY
Spdr S&P 500 Etf Trust
37,550 $25,606,096 2.82%
IBIT
iShares Bitcoin Trust ETF
515,000 $25,569,750 2.81%
TSLA
Tesla, Inc.
Consumer Cyclical
50,000 $22,486,000 2.47%
BABA
Alibaba Group Holding Ltd
Consumer Cyclical
120,100 $17,604,258 1.94%
AMZN
Amazon Com Inc
Consumer Cyclical
71,856 $16,585,801 1.82%

Portfolio Trend

21 quarters · across all stocks

Holdings in NVRI

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Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2025-12-31 $1,182,720 66,000
2025-09-30 $12,728,070 1,003,000
2025-06-30 $572,880 66,000