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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 7 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 C CITIGROUP ORD Financial Services 5,260.0 $736K 0.27% -850.0 -13.9% $139.92 -1.0%
122 TWLO TWILIO CL A ORD Communication Services 3,500.0 $722K 0.26% NEW $206.29 +10.8%
123 VIAV VIAVI SOLUTIONS ORD Technology 15,010.0 $716K 0.26% NEW $47.70 -3.0%
124 AMKR AMKOR TECHNOLOGY ORD Technology 8,311.0 $716K 0.26% NEW $86.15 -28.8%
125 PENG PENGUIN SOLUTIONS ORD Technology 9,396.0 $714K 0.26% NEW $75.99 -17.0%
126 SPACE EXPLORATION TECH CL A ORD 4,161.0 $710K 0.26% NEW $170.63
127 JHX JAMES HARDIE ORD Basic Materials 26,400.0 $691K 0.25% +24K +1220.0% $26.17 +16.3%
128 UWMC UWM HOLDINGS CL A ORD Financial Services 302,000.0 $691K 0.25% +16K +5.5% $2.29 -34.9%
129 FLUTTER ENTERTAINMENT ORD 6,600.0 $674K 0.24% -3K -33.0% $102.12
130 USAR USA RARE EARTH CL A ORD Basic Materials 30,900.0 $666K 0.24% +31K +10000.0% $21.55 -10.5%
131 APOGEE THERAPEUTICS ORD 5,000.0 $663K 0.24% NEW $132.60
132 RENATUS TACTICAL ACQN I CL A ORD 62,666.0 $656K 0.24% $10.47
133 AMPG AMPLITECH GROUP ORD Technology 92,500.0 $643K 0.23% NEW $6.95 -46.8%
134 MXL MAXLINEAR ORD Technology 5,000.0 $640K 0.23% NEW $128.00 -33.8%
135 CRH CRH PUBLIC LIMITED ORD Basic Materials 5,978.0 $639K 0.23% +5K +497.8% $106.89 -10.1%
136 BE BLOOM ENERGY CL A ORD Industrials 2,052.0 $621K 0.22% NEW $302.63 -23.3%
137 BKSY BLACKSKY TECHNOLOGY CL A ORD Technology 21,891.0 $611K 0.22% +17K +323.0% $27.91 +10.2%
138 CRDO CREDO TECHNOLOGY GROUP HOLDING ORD Technology 2,250.0 $611K 0.22% NEW $271.56 +4.1%
139 CRWD CROWDSTRIKE HOLDINGS CL A ORD Technology 3,200.0 $610K 0.22% +1K +72.0% $47.66 +348.8%
140 GBANK FINL HLDGS ORD 20,100.0 $609K 0.22% NEW $30.30
Page 7 of 50  ·  981 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%