Rokos Capital Management LLP

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Rokos Capital Management LLP maintained a portfolio of 210 distinct positions. The most significant new addition to the portfolio was ALPHABET INC, which now represents 2.44% of the total fund value. They heavily accumulated shares in INVESCO QQQ TR, increasing their position by 56.0%. Conversely, Rokos Capital Management LLP completely exited their position in SPDR S&P 500 ETF TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
210
Quarter
2025 Q4
Top Holding
QQQ (36.2%)
Top 10 Concentration
70.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 210
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
QQQ
INVESCO QQQ TR
PUT
PUT Option 36.23% 25.02% #1
Prev: #1
10.0 5,435,000 56.0%
P
S
15,135,000 $9,295,992,675 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
CALL
CALL Option 14.97% 13.67% #2
Prev: #2
8.0 955,000 18.0%
P
S
6,255,000 $3,841,852,275 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 5.00% 4.16% #3 1
Prev: #4
4.0 110,809 2.8%
P
S
4,098,395 $1,282,797,635 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
CALL
CALL Option 2.88% 3.46% #4 2
Prev: #6
1.2 -360,396 -8.3%
P
S
3,957,400 $738,154,035 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
CALL
CALL Option 2.66% 2.29% #5 5
Prev: #10
3.1 4,300,000 25.0%
P
S
21,500,000 $683,162,500 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
PUT
PUT Option 2.44% #6
Prev: #—
3.0 2,000,000 no change
NEW
2,000,000 $626,000,000 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.63% 2.47% #7 2
Prev: #9
0.7 -276,846 -28.9%
P
S
682,056 $418,922,206 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
CALL
CALL Option 1.56% 2.04% #8 4
Prev: #12
2.7 370,000 21.9%
P
S
2,056,800 $400,983,445 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.54% 1.30% #9 7
Prev: #16
2.7 224,098 24.5%
P
S
1,139,796 $394,506,192 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.28% 1.85% #10 3
Prev: #13
0.6 -531,937 -27.2%
P
S
1,426,909 $329,359,135 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
PUT
PUT Option 1.26% 2.04% #11
Prev: #11
0.5 -30,000 -1.8%
P
S
1,656,800 $323,001,445 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.11% 3.93% #12 7
Prev: #5
0.6 -1,175,526 -66.6%
P
S
590,275 $285,430,428 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
CALL
CALL Option 1.00% #13
Prev: #—
2.4 4,700,000 no change
NEW
4,700,000 $257,395,500 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 1.00% #14
Prev: #—
2.4 1,657,495 no change
NEW
1,657,495 $256,588,514 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
CALL
CALL Option 0.96% #15
Prev: #—
2.4 1,000,000 no change
NEW
1,000,000 $246,125,000 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XBI
SPDR SERIES TRU...
CALL
CALL Option 0.91% 0.65% #16 8
Prev: #24
2.5 425,000 28.3%
P
S
1,925,000 $234,744,125 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
CALL
CALL Option 0.91% 0.09% #17 67
Prev: #84
2.7 957,000 708.9%
P
S
1,092,000 $233,813,580 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 0.78% 0.06% #18 84
Prev: #102
2.6 5,851,923 1259.8%
P
S
6,316,451 $200,705,231 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.78% 4.22% #19 16
Prev: #3
0.5 -4,192,595 -79.7%
P
S
1,067,897 $199,189,488 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
PUT
PUT Option 0.77% 0.12% #20 54
Prev: #74
2.6 525,000 322.1%
P
S
688,000 $196,358,640 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.68% 0.67% #21 2
Prev: #23
2.3 26,923 4.4%
P
S
643,312 $174,932,616 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
PUT
PUT Option 0.68% #22
Prev: #—
2.3 817,000 no change
NEW
817,000 $174,931,955 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 0.63% 0.71% #23 2
Prev: #21
0.4 -417,425 -42.3%
P
S
569,743 $162,607,501 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
PUT
PUT Option 0.62% 2.73% #24 16
Prev: #8
0.5 -2,550,000 -75.0%
P
S
850,000 $158,546,250 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.54% 1.28% #25 8
Prev: #17
0.4 -198,610 -48.8%
P
S
208,552 $137,650,577 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 0.00% 2.86%
Sold All 😨
(Was: #7)
0.3 -1,000,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
CALL
CALL Option 0.00% 1.01%
Sold All 😨
(Was: #18)
0.3 -966,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KRE
SPDR SERIES TRU...
CALL
CALL Option 0.00% 0.84%
Sold All 😨
(Was: #20)
0.3 -3,100,000 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASHR
DBX ETF TR
CALL
CALL Option 0.00% 0.69%
Sold All 😨
(Was: #22)
0.3 -4,900,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DB
DEUTSCHE BANK A...
CALL
CALL Option 0.00% 0.62%
Sold All 😨
(Was: #25)
0.3 -4,068,045 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HII
HUNTINGTON INGA...
Industrials 0.00% 0.45%
Sold All 😨
(Was: #31)
0.3 -363,824 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WDC
WESTERN DIGITAL...
Technology 0.00% 0.45%
Sold All 😨
(Was: #32)
0.3 -870,742 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.35%
Sold All 😨
(Was: #37)
0.3 -276,713 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NRG
NRG ENERGY INC
Utilities 0.00% 0.34%
Sold All 😨
(Was: #39)
0.3 -485,919 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 0.00% 0.34%
Sold All 😨
(Was: #40)
0.3 -1,522,204 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
CALL
CALL Option 0.00% 0.27%
Sold All 😨
(Was: #45)
0.3 -250,000 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 0.00% 0.27%
Sold All 😨
(Was: #46)
0.3 -374,593 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CEG
CONSTELLATION E...
Utilities 0.00% 0.27%
Sold All 😨
(Was: #47)
0.3 -190,440 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RACE
FERRARI N V
Consumer Cyclical 0.00% 0.24%
Sold All 😨
(Was: #50)
0.3 -114,723 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
ETF 0.00% 0.19%
Sold All 😨
(Was: #61)
0.3 -1,054,967 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ATI
ATI INC
Industrials 0.00% 0.18%
Sold All 😨
(Was: #62)
0.3 -527,256 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETR
ENTERGY CORP NE...
Utilities 0.00% 0.16%
Sold All 😨
(Was: #64)
0.3 -409,793 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
CALL
CALL Option 0.00% 0.15%
Sold All 😨
(Was: #66)
0.3 -145,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #69)
0.3 -1,212,288 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DXCM
DEXCOM INC
PUT
PUT Option 0.00% 0.12%
Sold All 😨
(Was: #76)
0.3 -400,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFRM
AFFIRM HLDGS IN...
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #87)
0.3 -281,840 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UPST
UPSTART HLDGS I...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #89)
0.3 -360,719 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #90)
0.3 -71,821 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRM
SALESFORCE INC
CALL
CALL Option 0.00% 0.08%
Sold All 😨
(Was: #91)
0.3 -75,000 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
NIKE INC
PUT
PUT Option 0.00% 0.07%
Sold All 😨
(Was: #92)
0.3 -250,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAM
ATLASSIAN CORPO...
Technology 0.00% 0.07%
Sold All 😨
(Was: #94)
0.3 -100,659 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TEVA
TEVA PHARMACEUT...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #99)
0.3 -743,929 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOC
NORTHROP GRUMMA...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #100)
0.3 -24,146 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GGAL
GRUPO FINANCIER...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #104)
0.3 -489,593 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYPL
PAYPAL HLDGS IN...
PUT
PUT Option 0.00% 0.06%
Sold All 😨
(Was: #105)
0.3 -200,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
S
SENTINELONE INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #108)
0.3 -724,228 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALARM COM HLDGS...
Bond/Debt 0.00% 0.05%
Sold All 😨
(Was: #109)
0.3 -12,509,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #110)
0.3 -38,775 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
CALL
CALL Option 0.00% 0.05%
Sold All 😨
(Was: #112)
0.3 -30,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #113)
0.3 -30,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #114)
0.3 -52,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
SERVICENOW INC
Technology 0.00% 0.04%
Sold All 😨
(Was: #118)
0.3 -11,183 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
PUT
PUT Option 0.00% 0.04%
Sold All 😨
(Was: #119)
0.3 -61,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BLOOM ENERGY CO...
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #121)
0.3 -2,500,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
PUT
PUT Option 0.00% 0.04%
Sold All 😨
(Was: #127)
0.3 -18,400 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GEO
GEO GROUP INC N...
CALL
CALL Option 0.00% 0.04%
Sold All 😨
(Was: #128)
0.3 -425,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PYPL
PAYPAL HLDGS IN...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #129)
0.3 -118,499 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GD
GENERAL DYNAMIC...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #130)
0.3 -20,995 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEO
GEO GROUP INC N...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #131)
0.3 -318,038 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
PUT
PUT Option 0.00% 0.03%
Sold All 😨
(Was: #132)
0.3 -30,000 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #133)
0.3 -30,000 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASHR
DBX ETF TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #135)
0.3 -174,863 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOW
SNOWFLAKE INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #136)
0.3 -24,465 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NET
CLOUDFLARE INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #137)
0.3 -23,523 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GME
GAMESTOP CORP N...
PUT
PUT Option 0.00% 0.02%
Sold All 😨
(Was: #141)
0.3 -154,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TROX
TRONOX HOLDINGS...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #143)
0.3 -1,000,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
PUT
PUT Option 0.00% 0.01%
Sold All 😨
(Was: #145)
0.3 -45,400 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #146)
0.3 -45,400 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #147)
0.3 -10,659 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TXN
TEXAS INSTRS IN...
PUT
PUT Option 0.00% 0.01%
Sold All 😨
(Was: #148)
0.3 -12,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TXN
TEXAS INSTRS IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #152)
0.3 -4,803 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DXCM
DEXCOM INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #154)
0.3 -9,591 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #156)
0.3 -141 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #157)
0.3 -333 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 210 holdings

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