Arkolith/Funds/Capitolis Liquid Global Markets LLC

Capitolis Liquid Global Markets LLC

CIK 2094379
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Capitolis Liquid Global Markets LLC holds a diversified book of 320 stocks worth $23.0B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Ishares Msci Brazil ETF and trimmed Apple Inc. Their largest long position is Nvidia Corp at 7% of the equity book.

Opened
135
bought for the first time
Added to
96
already held, bought more
Trimmed
97
sold some, still holds it
Sold out
87
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
51%

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

Direct sector allocation

95% mapped to company sectors

Information Technology
46%
Financials
16%
Consumer Discretionary
8%
Health Care
8%
Industrials
6%
ETF / fund or unclassified
5%
Materials
3%
Consumer Staples
3%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Capitolis Liquid Global Markets LLC

Manager / fundShared namesTheir $ in those
Steward Partners Investment Advisory, LLC80 / 80$5.8B
Arax Advisory Partners80 / 80$3.0B
Integrated Wealth Concepts LLC80 / 80$2.6B
IFP Advisors, Inc80 / 80$1.1B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$13.5B
ASSETMARK, INC79 / 80$9.8B
NewEdge Advisors, LLC79 / 80$9.1B
MML INVESTORS SERVICES, LLC79 / 80$8.5B

Ranked by the share of each fund's own book sitting in the names it shares with Capitolis Liquid Global Markets 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 stock's share of the portfolio. Click a row for its position history.

320 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.6B8.10M
7.1%
+45%
Added · +2.5M sh
2Microsoft Corp
COM
$999.4M2.68M
4.3%
+47%
Added · +852K sh
3Meta Platforms Inc
CL A
$958.2M1.70M
4.2%
+74%
Added · +725K sh
4Micron Technology Inc
COM
$931.2M806.8K
4.1%
+189%
Added · +527K sh
5Apple Inc
COM
$761.9M2.63M
3.3%
−20%
Reduced · −674K sh
6Alphabet Inc
CAP STK CL A
$685.6M1.92M
3.0%
+16%
Added · +268K sh
7Tesla Inc
COM
$683.0M1.62M
3.0%
+554%
Added · +1.4M sh
8Broadcom Inc
COM
$545.9M1.45M
2.4%
−43%
Reduced · −1.1M sh
9JPMorgan Chase & Co
COM
$527.4M1.61M
2.3%
+12%
Added · +174K sh
10Advanced Micro Devices Inc
COM
$492.2M847.3K
2.1%
+161%
Added · +522K sh
11Alphabet Inc
CAP STK CL C
$445.2M1.26M
1.9%
−19%
Reduced · −293K sh
12Goldman Sachs Group Inc
COM
$439.3M434.4K
1.9%
+411%
Added · +349K sh
13Palantir Technologies Inc
CL A
$378.8M3.25M
1.6%
+562%
Added · +2.8M sh
14Analog Devices Inc
COM
$373.2M939.6K
1.6%
+99%
Added · +467K sh
15Bank Of Amer Corp
COM
$362.1M6.36M
1.6%
−37%
Reduced · −3.8M sh
16Costco Wholesale Corporation
COM
$355.2M379.7K
1.5%
−14%
Reduced · −62K sh
17Ishares Inc
MSCI BRAZIL ETF
$283.6M8.22M
1.2%
New
New position
18Unitedhealth Group Inc
COM
$270.5M650.7K
1.2%
+135%
Added · +374K sh
19Amazon Com Inc
COM
$268.4M1.13M
1.2%
−8.1%
Reduced · −100K sh
20Johnson & Johnson
COM
$267.7M1.05M
1.2%
+86%
Added · +487K sh
21Honeywell Intl Inc
COM
$264.0M1.18M
1.1%
New
New position
22Mastercard Incorporated
CL A
$262.7M511.5K
1.1%
+9.1%
Added · +43K sh
23Honeywell Aerospace Inc
COM
$250.6M1.13M
1.1%
New
New position
24Kla Corp
COM NEW
$246.4M816.6K
1.1%
14×
Added · +757K sh
25Applied Matls Inc
COM
$242.8M335.8K
1.1%
+138%
Added · +194K sh
26Elevance Health Inc Formerly
COM
$237.5M614.2K
1.0%
+844%
Added · +549K sh
27Intel Corp
COM
$234.2M1.68M
1.0%
+301%
Added · +1.3M sh
28Wells Fargo & Co
COM
$231.7M2.80M
1.0%
18×
Added · +2.6M sh
29NXP Semiconductors N V
COM
$230.8M821.4K
1.0%
+196%
Added · +544K sh
30Cisco Sys Inc
COM
$224.6M1.91M
1.0%
−21%
Reduced · −503K sh
31Eli Lilly & Co
COM
$213.4M177.9K
0.9%
−52%
Reduced · −190K sh
32Citigroup Inc
COM NEW
$204.5M1.46M
0.9%
−11%
Reduced · −171K sh
33Coca Cola Co
COM
$201.6M2.48M
0.9%
+61%
Added · +942K sh
34Webster Finl Corp
COM
$185.0M2.42M
0.8%
+297%
Added · +1.8M sh
35Procter & Gamble Co
COM
$169.7M1.16M
0.7%
+263%
Added · +838K sh
36Qualcomm Inc
COM
$168.0M909.0K
0.7%
+44%
Added · +280K sh
37Walmart Inc
COM
$163.2M1.44M
0.7%
+46%
Added · +454K sh
38Pepsico Inc
COM
$152.7M1.13M
0.7%
+3.5%
Added · +38K sh
39Lockheed Martin Corp
COM
$149.7M293.9K
0.7%
+137%
Added · +170K sh
40Texas Instrs Inc
COM
$145.7M488.8K
0.6%
−30%
Reduced · −206K sh
41Norwegian Cruise Line Hldgs
SHS
$136.4M6.46M
0.6%
+60%
Added · +2.4M sh
42Schwab Charles Corp
COM
$130.9M1.42M
0.6%
−0.9%
Reduced · −13K sh
43Raymond James Finl Inc
COM
$125.6M826.0K
0.5%
New
New position
44Home Depot Inc
COM
$125.1M354.8K
0.5%
+360%
Added · +278K sh
45Corning Inc
COM
$122.5M479.5K
0.5%
+505%
Added · +400K sh
46Philip Morris Intl Inc
COM
$121.8M673.2K
0.5%
+628%
Added · +581K sh
47Teradyne Inc
COM
$121.6M251.3K
0.5%
+242%
Added · +178K sh
48Lam Research Corp
COM NEW
$114.5M264.3K
0.5%
+84%
Added · +121K sh
49T-Mobile US Inc
COM
$113.2M675.0K
0.5%
12×
Added · +619K sh
50Ge Aerospace
COM NEW
$110.5M295.6K
0.5%
+64%
Added · +116K sh
Showing 50 of 320 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026320$23.0B13F-HR
Q1 2026Mar 31, 2026May 15, 2026329$15.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026317$16.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025237$12.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025244$13.7B13F-HR
Q1 2025Mar 31, 2025May 15, 2025214$11.3B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025124$10.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024109$9.4B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024111$8.1B13F-HR
Q1 2024Mar 31, 2024May 13, 2024115$6.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202474$2.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.