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Portfolio (Quarterly) Guide ↗

MAPLELANE CAPITAL, LLC

· CIK 0001512173
13F Portfolio $2.8B AUM 190 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 11 Added 20 Reduced 45 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRCX CALL LAM RESEARCH CORP Technology 251,721.0 $134.6M 4.82% NEW $534.74 -43.5%
2 COHR COHERENT CORP Technology 445,000.0 $106.0M 3.80% NEW $238.21 +58.7%
3 V CALL VISA INC Financial Services 119,919.0 $90.7M 3.25% NEW $756.11 -56.3%
4 GOOGL CALL ALPHABET INC Communication Services 95,856.0 $69.0M 2.47% NEW $719.98 -46.2%
5 NTRA CALL NATERA INC Healthcare 135,862.0 $68.0M 2.44% NEW $500.48 -59.3%
6 NTRA NATERA INC Healthcare 339,000.0 $67.8M 2.43% NEW $199.99 +1.9%
7 AMD CALL ADVANCED MICRO DEVICES INC Technology 119,919.0 $61.0M 2.19% NEW $508.92 -11.7%
8 OKTA CALL OKTA INC Technology 277,814.0 $54.7M 1.96% NEW $196.91 -54.6%
9 MU CALL MICRON TECHNOLOGY INC Technology 62,955.0 $53.2M 1.91% NEW $845.20 -9.8%
10 MU MICRON TECHNOLOGY INC Technology 146,000.0 $49.3M 1.77% NEW $337.84 +125.6%
11 META META PLATFORMS INC Communication Services 74,500.0 $42.6M 1.53% NEW $572.13 +6.2%
12 META CALL META PLATFORMS INC Communication Services 27,925.0 $40.0M 1.44% NEW $1434.17 -57.6%
13 AMD ADVANCED MICRO DEVICES INC Technology 182,000.0 $37.0M 1.33% NEW $203.43 +121.0%
14 COHR CALL COHERENT CORP Technology 59,910.0 $35.7M 1.28% NEW $596.42 -36.6%
15 GOOGL ALPHABET INC Communication Services 120,000.0 $34.5M 1.24% NEW $287.56 +34.8%
16 FPS FORGENT POWER SOLUTIONS INC Industrials 1,116,246.0 $32.7M 1.17% NEW $29.27 +65.8%
17 SHW CALL SHERWIN WILLIAMS CO Basic Materials 39,907.0 $32.1M 1.15% NEW $803.24 -61.7%
18 CLS CELESTICA INC Technology 111,000.0 $31.3M 1.12% NEW $281.68 +25.9%
19 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 92,910.0 $29.2M 1.04% NEW $313.95 -58.1%
20 CLS CALL CELESTICA INC Technology 37,976.0 $26.8M 0.96% NEW $704.65 -49.7%
Page 1 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.4%
Communication Services 14.9%
Consumer Cyclical 7.2%
Industrials 6.7%
Healthcare 5.8%
Basic Materials 3.6%
Financial Services 3.0%
Utilities 0.5%