Arkolith/Funds/Diametric Capital, LP

Diametric Capital, LP

CIK 1719087
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Diametric Capital, LP holds a diversified book of 471 stocks worth $381.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened PENN ENTERTAINMENT INC and trimmed BITMINE IMMERSION TECHNOLOGI. Their largest long position is PRECIGEN INC at 7% of the equity book. They also disclosed $1.5M in put options (a bearish bet) and $1.6M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Diametric Capital, LP's latest
holdings, largest changes, and filing provenance.
Opened
250
new positions
Added to
82
existing
Trimmed
136
reduced
Sold out
146
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
21%
Top 20 holdings
30%

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

Direct sector allocation

88% mapped to company sectors

Health Care
19%
Information Technology
14%
Financials
13%
Industrials
13%
Consumer Discretionary
12%
ETF / fund or unclassified
12%
Communication Services
7%
Materials
5%

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

Holdings: largest first

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

471 positions
#SecurityValueShares% PortLast moveHistory
1Precigen Inc
COM
$26.3M6.80M
6.9%
+77%
Added · +3.0M sh
2Bitmine Immersion Tecnologie
COM NEW
$8.9M452.1K
2.3%
−0.7%
Reduced · −3K sh
3Alt5 Sigma Corp
COM
$6.9M6.20M
1.8%
−34%
Reduced · −3.2M sh
4Liquidia Corporation
COM NEW
$6.3M167.8K
1.7%
+83%
Added · +76K sh
5Fulgent Genetics Inc
COM
$5.7M361.0K
1.5%
+80%
Added · +161K sh
6Golar LNG Ltd
SHS
$5.6M103.3K
1.5%
−24%
Reduced · −33K sh
7Penn Entertainment Inc
COM
$4.9M323.8K
1.3%
New
New position
8Wynn Resorts Ltd
COM
$4.8M47.5K
1.3%
+37%
Added · +13K sh
9Brinker Intl Inc
COM
$4.6M32.5K
1.2%
+3.8%
Added · +1K sh
10Forgent Power Solutions Inc
COM SHS CL A
$4.2M144.6K
1.1%
New
New position
11Asp Isotopes Inc
COM
$4.2M953.5K
1.1%
+29%
Added · +216K sh
12Telephone & Data Sys Inc
COM NEW
$4.0M94.8K
1.0%
−7.3%
Reduced · −7K sh
13Harrow Inc
COM
$3.9M110.7K
1.0%
−60%
Reduced · −167K sh
14Eton Pharmaceuticals Inc
COM
$3.9M156.9K
1.0%
−19%
Reduced · −36K sh
15A2z Cust2mate Solutions Corp
COM
$3.8M570.3K
1.0%
New
New position
16Flutter Entmt PLC
SHS
$3.7M36.3K
1.0%
+322%
Added · +28K sh
17Netgear Inc
COM
$3.1M140.0K
0.8%
+780%
Added · +124K sh
18Lionsgate Studios Corp
COM
$3.0M308.6K
0.8%
−22%
Reduced · −86K sh
19Invesco Exch Traded FD TR II
S&P500 LOW VOL
$2.9M39.7K
0.8%
New
New position
20Guardian Metal Res PLC
SPONSORED ADS
$2.8M158.0K
0.7%
New
New position
21Abeona Therapeutics Inc
COM NEW
$2.7M611.5K
0.7%
−12%
Reduced · −83K sh
22Webster Finl Corp
COM
$2.7M39.4K
0.7%
New
New position
23Select Sector SPDR TR
STATE STREET HEA
$2.7M18.2K
0.7%
New
New position
24Boyd Gaming Corp
COM
$2.6M32.1K
0.7%
−13%
Reduced · −5K sh
25Brightstar Lottery PLC
SHS USD
$2.6M200.7K
0.7%
−23%
Reduced · −59K sh
26Proshares TR II
VIX SHT TERM FUT
$2.5M73.2K
0.7%
−43%
Reduced · −55K sh
27Forward Air Corp
COM
$2.3M140.3K
0.6%
+20%
Added · +23K sh
28Norfolk Southn Corp
COM
$2.3M8.0K
0.6%
−1.7%
Reduced · −139 sh
29Versant Media Group Inc
COM CL A
$2.3M61.2K
0.6%
New
New position
30Astera Labs Inc
COM
$2.2M20.1K
0.6%
New
New position
31Liberty Global Ltd
COM CL A
$2.2M181.4K
0.6%
−15%
Reduced · −31K sh
32Stride Inc
COM
$2.1M23.6K
0.5%
+139%
Added · +14K sh
33Viking Therapeutics Inc
COM
$2.1M63.9K
0.5%
New
New position
34Tiptree Inc
COM
$2.0M119.5K
0.5%
+388%
Added · +95K sh
35Vistance Networks Inc
COM
$2.0M110.0K
0.5%
+109%
Added · +57K sh
36Soleno Therapeutics Inc
COM
$1.9M57.8K
0.5%
+85%
Added · +27K sh
37Dauch Corp
COM
$1.9M319.6K
0.5%
+52%
Added · +110K sh
38Flowco Hldgs Inc
COM CL A
$1.9M91.5K
0.5%
New
New position
39Xponential Fitness Inc
COM CL A
$1.8M302.3K
0.5%
+12%
Added · +33K sh
40Dutch Bros Inc
CL A
$1.8M35.1K
0.5%
−34%
Reduced · −18K sh
41Pitney Bowes Inc
COM
$1.7M157.8K
0.5%
−34%
Reduced · −80K sh
42Controladora Vuela Comp De A
SPON ADR RP 10
$1.7M239.8K
0.5%
−2.4%
Reduced · −6K sh
43Gravity Co Ltd
SPONSORED ADS NE
$1.7M27.5K
0.4%
+75%
Added · +12K sh
44Nu Hldgs Ltd
ORD SHS CL A
$1.7M118.2K
0.4%
+98%
Added · +59K sh
45Calumet Inc
COM
$1.6M45.7K
0.4%
+7.5%
Added · +3K sh
46York Space Systems Inc
COM
$1.6M73.9K
0.4%
New
New position
47Qiagen NV
ORD SHARES
$1.6M40.0K
0.4%
New
New position
48Starz Entertainment Corp.
COM
$1.6M138.7K
0.4%
+546%
Added · +117K sh
49Nokia Corp
SPONSORED ADR
$1.6M196.3K
0.4%
+69%
Added · +80K sh
50Bloom Energy Corp
COM CL A
$1.6M11.6K
0.4%
−25%
Reduced · −4K sh
Showing 50 of 471 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.5M
Call notional (bullish)$1.6M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSABLE OFFSHORE CORPSOC$1.6M98K
PUT · bearishREVOLUTION MEDICINES INCRVMD$1.5M15K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026473$384.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026368$373.1M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025374$269.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025316$187.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.