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Portfolio (Quarterly) Guide ↗

MAPLELANE CAPITAL, LLC

· CIK 0001512173
13F Portfolio $2.8B AUM 190 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 11 Added 20 Reduced 45 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ADI CALL ANALOG DEVICES INC Technology 79,814.0 $63.6M 2.28% -20K -20.2% $797.20 -51.8%
2 SE CALL SEA LTD Consumer Cyclical 259,841.0 $53.8M 1.93% -295K -53.2% $207.15 -57.9%
3 VST CALL VISTRA CORP Utilities 119,919.0 $45.1M 1.62% -430K -78.2% $376.08 -61.7%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 126,022.0 $42.6M 1.53% -16K -11.2% $337.95 +18.8%
5 SHW SHERWIN WILLIAMS CO Basic Materials 122,000.0 $39.1M 1.40% -42K -25.6% $320.55 -4.0%
6 UAL CALL UNITED AIRLS HLDGS INC Industrials 167,847.0 $38.7M 1.39% -20K -10.5% $230.38 -57.5%
7 ZG CALL ZILLOW GROUP INC Communication Services 367,778.0 $38.1M 1.36% -52K -12.4% $103.54 -64.3%
8 ADI ANALOG DEVICES INC Technology 104,000.0 $33.1M 1.19% -130K -55.6% $318.14 +20.8%
9 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 79,913.0 $30.5M 1.09% -270K -77.2% $381.69 -56.5%
10 ASML ASML HLDG NV Technology 15,000.0 $19.8M 0.71% -12K -45.5% $1320.83 +20.5%
11 CHWY CALL CHEWY INC Consumer Cyclical 291,826.0 $19.7M 0.71% -708K -70.8% $67.54 -70.5%
12 ENTG ENTEGRIS INC Technology 155,000.0 $18.2M 0.65% -95K -38.0% $117.24 +12.1%
13 CHWY CHEWY INC Consumer Cyclical 640,000.0 $17.3M 0.62% -508K -44.2% $27.00 -26.2%
14 V VISA INC Financial Services 40,000.0 $12.1M 0.43% -163K -80.3% $302.24 +9.4%
15 INFY CALL INFOSYS LTD Technology 319,850.0 $10.8M 0.39% -280K -46.7% $33.79 -62.6%
16 ROKU ROKU INC Communication Services 71,000.0 $6.7M 0.24% -186K -72.4% $94.62 +31.2%
17 VST VISTRA CORP Utilities 40,000.0 $6.0M 0.21% -483K -92.3% $150.33 -4.2%
18 Z ZILLOW GROUP INC Communication Services 115,000.0 $4.8M 0.17% -43K -27.2% $41.38 -11.9%
19 ZG ZILLOW GROUP INC Communication Services 114,600.0 $4.7M 0.17% -638K -84.8% $41.39 -10.8%
20 SG CALL SWEETGREEN INC Consumer Cyclical 159,925.0 $2.1M 0.07% -370K -69.8% $12.98 -30.6%

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 58.4%
Communication Services 14.9%
Consumer Cyclical 7.2%
Industrials 6.7%
Healthcare 5.8%
Basic Materials 3.6%
Financial Services 3.0%
Utilities 0.5%