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Portfolio (Quarterly) Guide ↗

FNY Investment Advisers, LLC

· CIK 0001742998
13F Portfolio $278M AUM 989 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 148 Added 199 Reduced 262 Exited
Page 9 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BRKR BRUKER ORD Healthcare 1,000.0 $60K 0.02% NEW $60.00 -3.9%
162 MA MASTERCARD CL A ORD Financial Services 115.0 $59K 0.02% NEW $513.04 +9.6%
163 AVAV AEROVIRONMENT ORD Industrials 359.0 $59K 0.02% NEW $164.35 +10.2%
164 NTRA NATERA ORD Healthcare 220.0 $59K 0.02% NEW $268.18 +17.2%
165 MLTX MOONLAKE IMMUNOTHERAPEUTICS CL A ORD Healthcare 3,000.0 $58K 0.02% NEW $19.33 -15.4%
166 OSCR OSCAR HEALTH CL A ORD Healthcare 2,000.0 $57K 0.02% NEW $28.50 +10.7%
167 HLT HILTON WORLDWIDE HOLDINGS ORD Consumer Cyclical 171.0 $56K 0.02% NEW $327.49 -0.4%
168 MSAI MULTISENSOR AI HOLDINGS ORD Technology 10,500.0 $54K 0.02% NEW $5.14 +5.4%
169 M3 BRIGADE ACQUISITION VI UNT 5,288.0 $54K 0.02% NEW $10.21
170 TCBI TEXAS CAPITAL BANCSHARES ORD Financial Services 495.0 $51K 0.02% NEW $103.03 -1.9%
171 MTB M&T BANK ORD Financial Services 218.0 $51K 0.02% NEW $233.94 +8.1%
172 SOUTHSTATE BANK ORD 504.0 $50K 0.02% NEW $99.21
173 QWEST 6 500 SENIOR NTS 3,000.0 $50K 0.02% NEW $16.67
174 ONB OLD NATIONAL BANCORP ORD Financial Services 1,915.0 $49K 0.02% NEW $25.59 +5.8%
175 USIO USIO ORD Technology 20,000.0 $49K 0.02% NEW $2.45 +0.0%
176 VRTX VERTEX PHARMACEUTICALS ORD Healthcare 100.0 $49K 0.02% NEW $490.00 +5.2%
177 WTFC WINTRUST FINANCIAL ORD Financial Services 311.0 $49K 0.02% NEW $157.56 +2.2%
178 ENPH ENPHASE ENERGY ORD Energy 995.0 $48K 0.02% NEW $48.24 -19.9%
179 CALL SEABRIDGE GOLD ORD 1,864.0 $47K 0.02% NEW $25.21
180 DSC HOLDINGS ADR 8,650.0 $47K 0.02% NEW $5.43
Page 9 of 21  ·  405 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 32.1%
Healthcare 16.0%
Financial Services 11.1%
Industrials 10.3%
Consumer Cyclical 6.8%
Utilities 5.8%
Basic Materials 5.3%
Consumer Defensive 5.2%
Communication Services 4.1%
Energy 2.6%