Rokos Capital Management

$5.6B 13F equity value
167 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
GOOGLALPHABET INC3,272,093$941M16.8%
AAPLAPPLE INC1,512,744$384M6.8%
NVDANVIDIA CORPORATION1,857,059$324M5.8%
METAMETA PLATFORMS INC309,319$177M3.2%
XLVSELECT SECTOR SPDR TR1,036,116$152M2.7%
RSPINVESCO EXCHANGE TRADED FD T701,812$135M2.4%
CCITIGROUP INC1,055,043$120M2.1%
SATSECHOSTAR CORP956,487$112M2.0%
EQTEQT CORP1,740,515$111M2.0%
RTXRTX CORPORATION556,152$107M1.9%

Track Rokos Capital Management's 13F portfolio: $5.6B in reported holdings, 167 positions. Top holdings and quarterly changes on SentiSense.