Capitolis Liquid Global Markets LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Capitolis Liquid Global Markets LLC maintained a portfolio of 383 distinct positions. The most significant new addition to the portfolio was ELECTRONIC ARTS INC, which now represents 0.89% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 7.6%. Conversely, Capitolis Liquid Global Markets LLC completely exited their position in VANGUARD INDEX FDS.
PCA Score Concentration Risk
Risk ENB
Total Positions
383
Quarter
2025 Q4
Top Holding
NVDA (6.6%)
Top 10 Concentration
41.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 383
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 6.62% 8.24% #1
Prev: #1
4.7 420,681 7.6%
P
S
5,954,156 $1,110,450,094 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 5.02% 4.98% #2 3
Prev: #5
4.2 424,441 49.9%
P
S
1,274,241 $841,113,742 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.73% 4.45% #3 3
Prev: #6
4.0 728,679 33.3%
P
S
2,919,147 $793,599,303 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 4.67% 5.94% #4 2
Prev: #2
3.9 9,728 0.4%
P
S
2,262,678 $783,112,856 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.57% 4.99% #5 1
Prev: #4
3.9 375,268 31.1%
P
S
1,582,878 $765,511,458 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 4.35% 3.46% #6 2
Prev: #8
3.8 544,562 30.5%
P
S
2,328,259 $728,745,067 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 4.07% 5.15% #7 4
Prev: #3
1.6 -89,381 -0.7%
P
S
12,406,855 $682,377,025 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.36% 3.74% #8 1
Prev: #7
3.4 305,816 14.3%
P
S
2,440,703 $563,363,066 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 2.14% 2.25% #9
Prev: #9
3.0 111,546 36.7%
P
S
415,428 $358,240,182 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.82% 1.93% #10 1
Prev: #11
2.8 180,477 23.6%
P
S
944,735 $304,412,512 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.70% 2.16% #11 1
Prev: #10
0.8 -88,801 -25.1%
P
S
265,299 $285,111,529 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
INTUITIVE SURGI...
Healthcare 1.70% 0.15% #12 82
Prev: #94
3.0 460,171 1070.2%
P
S
503,171 $284,975,928 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.68% 1.19% #13 6
Prev: #19
2.8 286,867 47.0%
P
S
897,067 $281,499,625 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 1.55% 1.83% #14 2
Prev: #12
2.7 51,200 12.7%
P
S
454,500 $259,464,960 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 1.40% 1.57% #15 1
Prev: #16
2.6 182,172 6.4%
P
S
3,048,500 $234,825,955 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHW
SCHWAB CHARLES ...
Financial Services 1.19% 0.95% #16 8
Prev: #24
2.7 750,000 60.1%
P
S
1,997,600 $199,580,216 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KVUE
KENVUE INC
Consumer Defensive 1.13% 0.12% #17 95
Prev: #112
2.8 10,050,999 1116.8%
P
S
10,950,999 $188,904,733 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 1.13% 0.76% #18 11
Prev: #29
2.7 633,008 92.8%
P
S
1,315,008 $188,729,948 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 1.10% 1.18% #19 1
Prev: #20
2.5 7,067 25.9%
P
S
34,367 $184,046,626 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 1.09% 1.35% #20 3
Prev: #17
0.4 -3,197 -0.2%
P
S
1,641,803 $182,913,272 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.01% 1.76% #21 8
Prev: #13
0.5 -101,133 -23.1%
P
S
337,227 $169,507,152 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Financial Services 0.97% 0.38% #22 30
Prev: #52
2.7 617,795 204.6%
P
S
919,795 $163,291,206 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.94% 0.22% #23 50
Prev: #73
2.7 740,460 494.4%
P
S
890,229 $158,238,205 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.92% 1.09% #24 3
Prev: #21
2.4 82,246 13.9%
P
S
673,317 $153,846,201 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EA
ELECTRONIC ARTS...
Communication Services 0.89% #25
Prev: #—
2.4 733,738 no change
NEW
733,738 $149,924,686 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 0.00% 0.97%
Sold All 😨
(Was: #23)
0.3 -654,500 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOBL
PROSHARES TR
ETF 0.00% 0.82%
Sold All 😨
(Was: #28)
0.3 -1,000,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTHT
H WORLD GROUP L...
Consumer Cyclical 0.00% 0.70%
Sold All 😨
(Was: #33)
0.3 -2,228,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 0.00% 0.47%
Sold All 😨
(Was: #44)
0.3 -780,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
KROGER CO
Consumer Defensive 0.00% 0.46%
Sold All 😨
(Was: #46)
0.3 -847,738 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 0.00% 0.32%
Sold All 😨
(Was: #60)
0.3 -563,400 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFC
TRUIST FINL COR...
Financial Services 0.00% 0.24%
Sold All 😨
(Was: #68)
0.3 -665,900 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 0.00% 0.21%
Sold All 😨
(Was: #74)
0.3 -105,800 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNK
SPDR SERIES TRU...
ETF 0.00% 0.21%
Sold All 😨
(Was: #75)
0.3 -271,900 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Industrials 0.00% 0.21%
Sold All 😨
(Was: #78)
0.3 -1,337,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 0.20%
Sold All 😨
(Was: #81)
0.3 -268,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WT
WISDOMTREE INC
Financial Services 0.00% 0.19%
Sold All 😨
(Was: #85)
0.3 -1,735,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOD
VODAFONE GROUP ...
Communication Services 0.00% 0.19%
Sold All 😨
(Was: #86)
0.3 -2,025,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 0.00% 0.17%
Sold All 😨
(Was: #89)
0.3 -110,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NDAQ
NASDAQ INC
Financial Services 0.00% 0.17%
Sold All 😨
(Was: #90)
0.3 -244,152 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.16%
Sold All 😨
(Was: #92)
0.3 -95,200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CFG
CITIZENS FINL G...
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #101)
0.3 -319,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RIGL
RIGEL PHARMACEU...
Healthcare 0.00% 0.13%
Sold All 😨
(Was: #102)
0.3 -591,553 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EMB
ISHARES TR
ETF 0.00% 0.12%
Sold All 😨
(Was: #109)
0.3 -157,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WAY
WAYSTAR HLDG CO...
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #111)
0.3 -385,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COLB
COLUMBIA BKG SY...
Financial Services 0.00% 0.12%
Sold All 😨
(Was: #113)
0.3 -559,636 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #116)
0.3 -165,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMP
AMERIPRISE FINL...
Financial Services 0.00% 0.11%
Sold All 😨
(Was: #117)
0.3 -28,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BYD
BOYD GAMING COR...
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #118)
0.3 -154,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VPL
VANGUARD INTL E...
ETF 0.00% 0.10%
Sold All 😨
(Was: #119)
0.3 -148,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #122)
0.3 -164,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EIX
EDISON INTL
Utilities 0.00% 0.10%
Sold All 😨
(Was: #126)
0.3 -217,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRZE
BRAZE INC
Technology 0.00% 0.09%
Sold All 😨
(Was: #128)
0.3 -397,700 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
L
LOEWS CORP
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #131)
0.3 -106,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TOST
TOAST INC
Technology 0.00% 0.08%
Sold All 😨
(Was: #134)
0.3 -285,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RLI
RLI CORP
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #141)
0.3 -144,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD INDEX ...
ETF 0.00% 0.06%
Sold All 😨
(Was: #155)
0.3 -26,100 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMPX
AMPRIUS TECHNOL...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #158)
0.3 -680,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDBC
INVESCO ACTVELY...
ETF 0.00% 0.06%
Sold All 😨
(Was: #159)
0.3 -530,300 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AROC
ARCHROCK INC
Energy 0.00% 0.06%
Sold All 😨
(Was: #161)
0.3 -267,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STEP
STEPSTONE GROUP...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #163)
0.3 -104,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #167)
0.3 -54,300 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WTFC
WINTRUST FINL C...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #168)
0.3 -48,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TARS
TARSUS PHARMACE...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #170)
0.3 -102,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CTLP
CANTALOUPE INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #172)
0.3 -562,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGE
ISHARES INC
ETF 0.00% 0.04%
Sold All 😨
(Was: #177)
0.3 -128,900 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHLB
BEACON FINANCIA...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #183)
0.3 -218,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #184)
0.3 -18,935 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFFD
GLOBAL X FDS
Preferred 0.00% 0.04%
Sold All 😨
(Was: #185)
0.3 -260,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKU
BANKUNITED INC
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #189)
0.3 -121,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHQ
WORLD GOLD TR
ETF 0.00% 0.04%
Sold All 😨
(Was: #192)
0.3 -140,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMLC
VANECK ETF TRUS...
ETF 0.00% 0.04%
Sold All 😨
(Was: #193)
0.3 -175,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALLY
ALLY FINL INC
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #195)
0.3 -111,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KDP
KEURIG DR PEPPE...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #196)
0.3 -170,300 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 0.00% 0.03%
Sold All 😨
(Was: #197)
0.3 -83,700 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DBMF
LITMAN GREGORY ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #198)
0.3 -149,300 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOE
VANGUARD INDEX ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #199)
0.3 -22,900 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WLFC
WILLIS LEASE FI...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #200)
0.3 -28,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #204)
0.3 -16,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDO
CREDO TECHNOLOG...
Technology 0.00% 0.02%
Sold All 😨
(Was: #205)
0.3 -21,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MLI
MUELLER INDS IN...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #211)
0.3 -26,250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TUYA
TUYA INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #216)
0.3 -992,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #217)
0.3 -34,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IX
ORIX CORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #218)
0.3 -64,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #220)
0.3 -45,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGIB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #223)
0.3 -21,100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #227)
0.3 -13,900 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
URA
GLOBAL X FDS
ETF 0.00% 0.01%
Sold All 😨
(Was: #229)
0.3 -20,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZH
ZHIHU INC
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #231)
0.3 -148,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HONE
HARBORONE BANCO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #235)
0.3 -20,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FCFS
FIRSTCASH HOLDI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #236)
0.3 -1,700 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 383 holdings

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