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Portfolio (Quarterly) Guide ↗

ZEGA Investments, LLC

· CIK 0002045703
13F Portfolio $973M AUM 730 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 98 Added 107 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PLTY TIDAL TRUST II 6,307 $243K 0.03% SOLD
22 KGC KINROSS GOLD CORP Basic Materials 7,100 $217K 0.02% SOLD
23 RDDT CALL REDDIT INC Communication Services 1,500 $202K 0.02% SOLD
24 SHEL CALL SHELL PLC Energy 2,000 $186K 0.02% SOLD
25 EMR CALL EMERSON ELEC CO Industrials 900 $118K 0.01% SOLD
26 GS CALL GOLDMAN SACHS GROUP INC Financial Services 100 $85K 0.01% SOLD
27 MU PUT MICRON TECHNOLOGY INC Technology 100 $34K 0.00% SOLD
28 ADBE PUT ADOBE INC Technology 100 $24K 0.00% SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 41.1%
Financial Services 18.1%
Consumer Cyclical 10.5%
Consumer Defensive 7.8%
Healthcare 6.4%
Industrials 5.7%
Communication Services 5.0%
Energy 3.8%
Utilities 0.9%
Basic Materials 0.6%