October Effect Ltd: 13F holdings
CIK 20783532026Q2
| Positions | 64 |
|---|---|
| Reported value | $106.3m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 12,581 | $8.0m | 7.6% |
| NVDA NVIDIA CORPORATION | 36,761 | $7.4m | 6.9% |
| INTC INTEL CORP | 36,941 | $5.2m | 4.9% |
| RDDT REDDIT INC | 28,039 | $4.9m | 4.6% |
| AMD ADVANCED MICRO DEVICES INC | 7,222 | $4.2m | 3.9% |
| GE GE AEROSPACE | 11,064 | $4.1m | 3.9% |
| BIL SPDR SERIES TRUST | 43,083 | $3.9m | 3.7% |
| META META PLATFORMS INC | 6,916 | $3.9m | 3.7% |
| AAOI APPLIED OPTOELECTRONICS INC | 25,191 | $3.7m | 3.5% |
| AMAT APPLIED MATLS INC | 4,770 | $3.4m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2078353")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.