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Portfolio (Quarterly) Guide ↗

Lattice Capital Management, LLC

· CIK 0001710207
13F Portfolio $71M AUM 21 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 Added 4 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 84,500.0 $15.8M 22.11% -177K -67.7% $186.50 +13.0%
2 AAPL APPLE INC Technology 47,000.0 $12.8M 17.92% -3K -6.0% $271.86 +9.6%
3 ISRG INTUITIVE SURGICAL INC Healthcare 5,600.0 $3.2M 4.45% -4K -44.0% $566.36 -28.2%
4 QCOM QUALCOMM INC Technology 3,800.0 $650K 0.91% -1K -24.0% $171.05 +32.2%

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 68.8%
Communication Services 17.8%
Healthcare 6.6%
Consumer Cyclical 5.1%
Consumer Defensive 0.8%
Financial Services 0.8%