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Portfolio (Quarterly) Guide ↗

Tudor Investment Corp

· CIK 0000923093
13F Portfolio $54.0B AUM 3,423 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3419 New 2 Added 1 Reduced
Page 4 of 171  ·  3,419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU PUT Micron Technology Inc - US Technology 393,700.0 $112.4M 0.21% NEW $285.41 +171.9%
62 TSLA PUT Tesla Inc - US Consumer Cyclical 243,100.0 $109.3M 0.20% NEW $449.72 -1.4%
63 CVX PUT Chevron Corp - US Energy 711,700.0 $108.5M 0.20% NEW $152.41 +22.5%
64 NFLX CALL Netflix Inc - US Communication Services 1,155,200.0 $108.3M 0.20% NEW $93.76 -7.3%
65 GDX PUT Vaneck Gold Miners Etf/Usa - US ETP 1,212,300.0 $104.0M 0.19% NEW $85.77 +1.8%
66 SMH PUT Vaneck Semiconductor Etf - US ETP 287,400.0 $103.5M 0.19% NEW $360.13 +54.5%
67 LBRDK Liberty Broadband C Communication Services 2,107,652.0 $102.4M 0.19% NEW $48.60 -28.9%
68 LVS Las Vegas Sands Corp - US Consumer Cyclical 1,524,135.0 $99.2M 0.18% NEW $65.09 -22.2%
69 JPM Jpmorgan Chase & Co - US Financial Services 300,524.0 $96.8M 0.18% NEW $322.22 -6.9%
70 Comerica Inc - US 1,106,871.0 $96.2M 0.18% NEW $86.93
71 ADBE CALL Adobe Inc - US Technology 272,600.0 $95.4M 0.18% NEW $349.99 -29.3%
72 CVX Chevron Corp - US Energy 617,943.0 $94.2M 0.17% NEW $152.41 +22.5%
73 XLI CALL State Street Industrial Select Sector SPDR ETF - U 600,000.0 $93.1M 0.17% NEW $155.12 +10.5%
74 AMD Advanced Micro Devices Inc - US Technology 434,056.0 $93.0M 0.17% NEW $214.16 +98.0%
75 CSCO PUT Cisco Systems Inc/Delaware - US Technology 1,204,000.0 $92.7M 0.17% NEW $77.03 +50.0%
76 MCD PUT Mcdonald's Corp - US Consumer Cyclical 302,100.0 $92.3M 0.17% NEW $305.63 -10.0%
77 MS PUT Morgan Stanley - US Financial Services 518,900.0 $92.1M 0.17% NEW $177.53 +9.6%
78 UNH CALL Unitedhealth Group Inc - US Healthcare 277,000.0 $91.4M 0.17% NEW $330.11 +20.9%
79 XOP CALL State Street SPDR S&P Oil & Gas Exploration & Prod 722,800.0 $91.3M 0.17% NEW $126.26 +37.9%
80 URA CALL Global X Uranium Etf - US ETP 2,105,000.0 $89.9M 0.17% NEW $42.73 +16.7%
Page 4 of 171  ·  3,419 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 21.3%
Financial Services 20.2%
Consumer Cyclical 12.8%
Industrials 11.5%
Healthcare 9.8%
Communication Services 7.4%
Energy 5.4%
Basic Materials 4.1%
Real Estate 3.5%
Consumer Defensive 2.2%