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Portfolio (Quarterly) Guide ↗

FNY Investment Advisers, LLC

· CIK 0001742998
13F Portfolio $278M AUM 989 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 148 Added 199 Reduced 262 Exited
Page 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JHX JAMES HARDIE ORD Basic Materials 26,400.0 $691K 0.25% +24K +1220.0% $26.17 +14.3%
42 UWMC UWM HOLDINGS CL A ORD Financial Services 302,000.0 $691K 0.25% +16K +5.5% $2.29 -36.1%
43 USAR USA RARE EARTH CL A ORD Basic Materials 30,900.0 $666K 0.24% +31K +10000.0% $21.55 -11.9%
44 CRH CRH PUBLIC LIMITED ORD Basic Materials 5,978.0 $639K 0.23% +5K +497.8% $106.89 -11.8%
45 BKSY BLACKSKY TECHNOLOGY CL A ORD Technology 21,891.0 $611K 0.22% +17K +323.0% $27.91 +4.1%
46 CRWD CROWDSTRIKE HOLDINGS CL A ORD Technology 3,200.0 $610K 0.22% +1K +72.0% $47.66 +349.8%
47 QCOM QUALCOMM ORD Technology 2,990.0 $552K 0.20% +190.0 +6.8% $184.62 -13.3%
48 AMPX AMPRIUS TECHNOLOGIES ORD Industrials 39,302.0 $544K 0.20% +19K +89.3% $13.84 -20.0%
49 MHLA MAIDEN HOLDINGS LTD Financial Services 44,566.0 $497K 0.18% +8K +21.6% $11.15 -3.4%
50 AMT AMERICAN TOWER REIT Real Estate 3,000.0 $490K 0.18% +1K +50.0% $163.33 +6.3%
51 IREN IREN ORD Financial Services 10,500.0 $480K 0.17% +10K +1066.7% $45.71 -3.6%
52 FICO FAIR ISAAC ORD Technology 398.0 $475K 0.17% +14.0 +3.6% $1193.47 -9.6%
53 ANGLO AMERICAN ADR (PNK) 18,622.0 $460K 0.17% +8K +75.0% $24.70
54 OWLET CL A ORD 75,979.0 $436K 0.16% +72K +2070.8% $5.74
55 CRM SALESFORCE ORD Technology 2,687.0 $420K 0.15% +87.0 +3.4% $156.31 +24.8%
56 BMNR BITMINE IMMERSION TECHNOLOGIES ORD Financial Services 30,001.0 $399K 0.14% +3K +13.2% $13.30 +38.7%
57 TDW TIDEWATER ORD Energy 6,000.0 $399K 0.14% +4K +200.0% $66.50 +42.2%
58 APP APPLOVIN CL A ORD Technology 750.0 $386K 0.14% +427.0 +132.2% $514.67 -39.8%
59 NKTR NEKTAR THERAPEUTICS ORD Healthcare 5,500.0 $383K 0.14% +750.0 +15.8% $69.64 +2.8%
60 BELFA BEL FUSE CL A ORD Technology 1,239.0 $360K 0.13% +179.0 +16.9% $290.56 -18.4%
Page 3 of 8  ·  148 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 32.1%
Healthcare 16.0%
Financial Services 11.1%
Industrials 10.3%
Consumer Cyclical 6.8%
Utilities 5.8%
Basic Materials 5.3%
Consumer Defensive 5.2%
Communication Services 4.1%
Energy 2.6%