Arkolith/Funds/Atlatl Advisers LLC

Atlatl Advisers LLC

CIK 2023168
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Atlatl Advisers LLC holds a focused book of 459 reported positions worth $421.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened SS SPDR S&P 500 ETF Trust-US and trimmed Ishr CR Unvrse Usd BD ETF-Ui. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
49%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

46% mapped to company sectors

No sector on file yet
54%
Information Technology
32%
Industrials
5%
Communication Services
3%
Financials
3%
Materials
2%
Consumer Discretionary
1%
Health Care
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Atlatl Advisers LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Oriental Harbor Investment Master Fund12 / 80$1.6B
Anther Capital Ltd13 / 80$3.7B
Swiss Re Ltd34 / 80$1.0B
Uhlmann Price Securities, LLC29 / 80$2.4B
Hoffman, Alan N Investment Management8 / 80$154.1M
Sassicaia Capital Advisers LLC15 / 80$203.6M
Trivest Advisors Ltd8 / 80$2.8B

Ranked by the share of each fund's own book sitting in the names it shares with Atlatl Advisers LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

459 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ Trust Series I
ETF
$54.7M74.3K
13.0%
123×
Added · +74K sh
2State Street SPDR S&P 500 ETF
ETF
$44.2M59.1K
10.5%
New
New position
3Ishares National Muni Bond ETF
ETF
$28.1M260.8K
6.7%
~0%
Added · +19 sh
4Sandisk Corp Com
Stock
$17.3M7.6K
4.1%
New
New position
5Vanguard S&P 500 ETF
ETF
$14.5M21.1K
3.4%
+87%
Added · +10K sh
6Micron Technology Inc Com
Stock
$12.8M11.1K
3.0%
+837%
Added · +10K sh
7Ishares Core Total Usd Bond Market ETF
ETF
$11.5M248.9K
2.7%
−6.9%
Reduced · −19K sh
8Western Digital Corp Com
Stock
$8.9M13.9K
2.1%
10×
Added · +13K sh
9Advanced Micro Devices Inc Com
Stock
$7.8M13.5K
1.9%
New
New position
10Seagate Technology HLDNGS PLC Ord SHS
Stock
$7.7M8.0K
1.8%
New
New position
11Lam Research Corp Com New
Stock
$7.0M16.2K
1.7%
+817%
Added · +14K sh
12Marvell Technology Inc Com
Stock
$6.9M23.2K
1.6%
New
New position
13Applied Matls Inc Com
Stock
$6.8M9.4K
1.6%
New
New position
14Palo Alto Networks Inc Com
Stock
$6.6M19.4K
1.6%
New
New position
15Ishares Long-Term National Muni Bond ETF
ETF
$6.6M128.4K
1.6%
+2.0%
Added · +3K sh
16Intel Corp Com
Stock
$6.5M46.8K
1.6%
New
New position
17Comfort Sys USA Inc Com
Stock
$6.1M3.1K
1.4%
New
New position
18Corning Inc Com
Stock
$6.0M23.3K
1.4%
New
New position
19Teradyne Inc Com
Stock
$5.9M12.2K
1.4%
New
New position
20Ciena Corp Com New
Stock
$5.9M12.0K
1.4%
+498%
Added · +10K sh
21Ishares U.S. Treasury Bond ETF
ETF
$5.6M247.7K
1.3%
+0.3%
Added · +622 sh
22Dell Technologies Inc CL C
Stock
$5.6M13.0K
1.3%
New
New position
23Hewlett Packard Enterprise Co Com
Stock
$5.5M122.0K
1.3%
New
New position
24Kla Corp Com New
Stock
$5.5M18.1K
1.3%
New
New position
25Arm Holdings PLC Sponsored Ads
ADR
$5.1M14.3K
1.2%
New
New position
26Apple Inc Com
Stock
$5.0M17.3K
1.2%
−9.9%
Reduced · −2K sh
27Lumentum Hldgs Inc Com
Stock
$4.8M5.6K
1.2%
New
New position
28Invesco S&P 500 Momentum ETF
ETF
$4.7M29.2K
1.1%
New
New position
29Coherent Corp Com
Stock
$4.4M11.2K
1.0%
New
New position
30Ishares MBS ETF
ETF
$4.1M43.0K
1.0%
−0.5%
Reduced · −220 sh
31Abrdn Physical Gold Shares ETF
ETF
$3.7M96.7K
0.9%
+1.0%
Added · +952 sh
32Vanguard Ftse Developed Markets ETF
ETF
$3.5M49.7K
0.8%
−29%
Reduced · −20K sh
33Vanguard Growth ETF
ETF
$3.1M36.5K
0.7%
New
New position
34Ishares Core S&P 500 ETF
ETF
$2.7M3.6K
0.6%
+44%
Added · +1K sh
35Amazon Com Inc Com
Stock
$2.6M11.1K
0.6%
+1.5%
Added · +166 sh
36Ishares 0-5 Year Tips Bond ETF
ETF
$2.6M25.2K
0.6%
+61%
Added · +10K sh
37Nvidia Corporation Com
Stock
$2.5M12.7K
0.6%
+0.6%
Added · +78 sh
38Sprott Asset Management LP Physical Gold An
CEF
$2.5M61.9K
0.6%
+0.3%
Added · +208 sh
39State Street Real Estate Select Sector SPDR ETF
ETF
$2.4M53.8K
0.6%
New
New position
40State Street Health Care Select Sector SPDR ETF
ETF
$2.2M14.0K
0.5%
New
New position
41State Street Industrial Select Sector SPDR ETF
ETF
$1.8M9.9K
0.4%
New
New position
42Alphabet Inc Cap STK CL A
Stock
$1.8M5.0K
0.4%
−1.2%
Reduced · −61 sh
43Microsoft Corp Com
Stock
$1.7M4.6K
0.4%
−5.4%
Reduced · −267 sh
44Ishares 10-20 Year Treasury Bond ETF
ETF
$1.6M15.6K
0.4%
+0.5%
Added · +83 sh
45Ishares Flexible Income Active ETF
ETF
$1.6M29.8K
0.4%
−32%
Reduced · −14K sh
46Ishares Systematic Bond ETF
ETF
$1.6M17.6K
0.4%
−0.3%
Reduced · −57 sh
47Ishares Global Government Bond Usd Hedged Active ETF
ETF
$1.6M31.0K
0.4%
New
New position
48Ishares Systematic Alternatives Active ETF
ETF
$1.5M55.0K
0.4%
New
New position
49Palantir Technologies Inc CL A
Stock
$1.5M13.1K
0.4%
−1.0%
Reduced · −130 sh
50State Street Energy Select Sector SPDR ETF
ETF
$1.4M27.2K
0.3%
New
New position
Showing 50 of 459 positions
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Filing history

As-of date vs the date the SEC received each filing

$421.1M · Q2 2026Q4 2024 · $170.5MQ2 2026 · $421.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d459$421.1M13F-HR
Q1 2026Mar 31, 2026May 7, 202637d95$134.8M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d179$260.8M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d164$251.7M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d138$211.5M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d114$153.8M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202531d459$170.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.