Arkolith/Funds/Moore Capital Management, LP

Moore Capital Management, LP

CIK 1448574
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Moore Capital Management, LP holds a diversified book of 715 stocks worth $4.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares 7-10 Year Treasury B and trimmed UBS Group AG-Reg. Their largest long position is Nvidia Corp at 2% of the equity book. They also disclosed $1.2B in put options (a bearish bet) and $1.2B in call options (bullish), shown separately below and excluded from the equity book.

Opened
418
bought for the first time
Added to
91
already held, bought more
Trimmed
71
sold some, still holds it
Sold out
138
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
10%
Top 10 holdings
18%
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

86% mapped to company sectors

Financials
28%
Information Technology
19%
Industrials
16%
ETF / fund or unclassified
14%
Health Care
9%
Materials
4%
Consumer Discretionary
3%
Energy
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 Moore Capital Management, LP

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO74 / 80$273.3B
BNP PARIBAS FINANCIAL MARKETS74 / 80$27.5B
IFP Advisors, Inc74 / 80$693.0M
FMR LLC73 / 80$492.7B
MORGAN STANLEY73 / 80$285.8B
UBS Group AG73 / 80$84.1B
WELLS FARGO & COMPANY/MN73 / 80$61.2B
MILLENNIUM MANAGEMENT LLC73 / 80$11.8B

Ranked by how many of Moore Capital Management, LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

715 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$101.3M506.1K
2.3%
+73%
Added · +213K sh
2UBS Group AG
SHS
$92.1M1.86M
2.1%
−8.9%
Reduced · −181K sh
3Applied Matls Inc
COM
$88.4M122.2K
2.0%
+24%
Added · +23K sh
4Hut 8 Corp
COM
$81.6M706.5K
1.9%
−2.3%
Reduced · −17K sh
5Ishares TR
7-10 YR TRSY BD
$72.8M770.0K
1.7%
New
New position
6Regal Rexnord Corporation
COM
$72.1M302.7K
1.6%
New
New position
7Devon Energy Corp New
COM
$69.2M1.67M
1.6%
New
New position
8Apollo Global Mgmt Inc
COM
$69.0M583.0K
1.6%
+10%
Added · +53K sh
9Lam Research Corp
COM NEW
$67.4M155.5K
1.5%
+404%
Added · +125K sh
10Bloom Energy Corp
COM CL A
$66.0M218.2K
1.5%
+161%
Added · +135K sh
11CSX Corp
COM
$58.0M1.22M
1.3%
+349%
Added · +949K sh
12Galaxy Digital Inc.
CL A
$56.9M2.08M
1.3%
+53%
Added · +720K sh
13Bridgebio Pharma Inc
NOTE 2.500% 3/1
$56.9M31.93M
1.3%
New
New position
14Ally Finl Inc
COM
$56.6M1.23M
1.3%
−29%
Reduced · −500K sh
15Amazon Com Inc
COM
$53.3M223.4K
1.2%
+2.5%
Added · +6K sh
16Capital One Finl Corp
COM
$53.0M264.2K
1.2%
+58%
Added · +97K sh
17Ralliant Corp
COM
$50.6M687.0K
1.2%
New
New position
18Ishares TR
20 YR TR BD ETF
$48.0M555.0K
1.1%
+640%
Added · +480K sh
19Taiwan Semiconductor Manufac
SPONSORED ADS
$47.6M99.6K
1.1%
−41%
Reduced · −69K sh
20Hub Group Inc
CL A
$44.3M1.01M
1.0%
+140%
Added · +590K sh
21Ducommun Inc Del
COM
$44.2M238.8K
1.0%
New
New position
22Versigent PLC
ORDINARY SHARES
$39.5M940.8K
0.9%
New
New position
23Riot Platforms Inc
COM
$39.5M1.44M
0.9%
−28%
Reduced · −565K sh
24Cipher Digital Inc
COM
$35.1M1.43M
0.8%
New
New position
25Sensient Technologies Corp
COM
$34.4M278.8K
0.8%
New
New position
26Itt Inc
COM
$34.3M173.6K
0.8%
+48%
Added · +56K sh
27Golar LNG Ltd
NOTE 2.750%12/1
$33.6M29.50M
0.8%
New
New position
28Universal HLTH Svcs Inc
CL B
$33.1M222.4K
0.8%
+83%
Added · +101K sh
29Invesco Exchange Traded FD T
S&P500 EQL WGT
$32.2M151.2K
0.7%
+763%
Added · +134K sh
30Qnity Electronics Inc
COMMON STOCK
$32.1M196.3K
0.7%
15×
Added · +184K sh
31Freeport McMoran Inc
CL B
$27.9M444.3K
0.6%
New
New position
32Woodward Inc
COM
$27.8M65.4K
0.6%
+42%
Added · +19K sh
33Terex Corp New
COM
$27.7M383.3K
0.6%
New
New position
34State STR SPDR S&P 500 ETF T
TR UNIT
$27.5M36.8K
0.6%
24×
Added · +35K sh
35Fluor Corp
COM
$27.2M520.0K
0.6%
+220%
Added · +358K sh
36Global PMTS Inc
COM
$26.8M369.9K
0.6%
−35%
Reduced · −201K sh
37Advanced Micro Devices Inc
COM
$25.7M44.3K
0.6%
New
New position
38Flex Ltd
ORD
$25.1M155.0K
0.6%
+276%
Added · +114K sh
39Snowflake Inc
COM SHS
$24.1M94.6K
0.5%
New
New position
40RBC Bearings Inc
COM
$23.3M36.2K
0.5%
49×
Added · +35K sh
41Ishares TR
EXPANDED TECH
$23.3M257.0K
0.5%
New
New position
42Prologis Inc.
COM
$22.9M169.3K
0.5%
+12%
Added · +19K sh
43Viatris Inc
COM
$22.7M1.43M
0.5%
New
New position
44Select Sector SPDR TR
ST STR STAPL ETF
$22.3M268.9K
0.5%
+115%
Added · +144K sh
45Qxo Inc
COM NEW
$22.3M1.29M
0.5%
52×
Added · +1.3M sh
46Tenet Healthcare Corp
COM NEW
$22.0M117.7K
0.5%
New
New position
47Fedex FGHT Hldg Co Inc
COMMON STOCK
$21.0M139.4K
0.5%
New
New position
48Huntington Bancshares Inc
COM
$21.0M1.19M
0.5%
+9.1%
Added · +99K sh
49Fidelity Natl Information SV
COM
$20.9M537.5K
0.5%
−29%
Reduced · −224K sh
50Welltower Inc
COM
$20.5M90.3K
0.5%
New
New position
Showing 50 of 715 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$1.2B
Call notional (bullish)$1.2B
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishISHARES 20+ YEAR TREASURY BDTLT$864.2M10.0M
PUT · bearishISHARES 20+ YEAR TREASURY BDTLT$554.8M6.4M
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$335.9M456K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$122.0M406K
PUT · bearishCITIGROUP INCC$58.6M419K
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$56.0M700K
CALL · bullishSPDR GOLD SHARESGLD$55.3M150K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$48.5M65K
CALL · bullishFREEPORT-MCMORAN INCFCX$37.7M600K
CALL · bullishSS FINANCIAL SELECT SECTORXLF$26.8M500K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$25.2M84K
PUT · bearishVIATRIS INCVTRS$21.1M1.3M
CALL · bullishVANECK GOLD MINERS ETFGDX$18.9M250K
PUT · bearishDIREX DAIL SEMI BU 3X ET-USDSOXL$18.7M70K
PUT · bearishSTRATEGY INCMSTR$17.4M200K
PUT · bearishTAIWAN SEMICONDUCTOR-SP ADRTSM$17.0M36K
CALL · bullishJAMES HARDIE IND PLCJHX$14.6M558K
PUT · bearishSS SPDR DOW JONES INDUS AVGDIA$10.4M20K
PUT · bearishWARNER BROS DISCOVERY INCWBD$8.0M300K
CALL · bullishNEXTNAV INCNN$7.2M402K
CALL · bullishNUVALENT INC-ANUVL$4.9M40K
PUT · bearishGLOBALSTAR INCGSAT$4.9M60K
PUT · bearishAMERICAN AIRLINES GROUP INCAAL$4.5M250K
CALL · bullishFERMI INCFRMI$3.2M350K
CALL · bullishUBER TECHNOLOGIES INCUBER$2.9M40K

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. Showing the largest 25 of 30 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026745$6.7B13F-HR
Q1 2026Mar 31, 2026May 15, 2026635$4.9B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026666$6.9B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025618$7.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025541$8.0B13F-HR
Q1 2025Mar 31, 2025Aug 12, 2025469$4.8B13F-HR/A
Q4 2024Dec 31, 2024Feb 14, 2025494$8.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024454$5.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024444$5.8B13F-HR
Q1 2024Mar 31, 2024May 15, 2024435$6.3B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024422$5.8B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023488$5.4B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023508$5.8B13F-HR
Q1 2023Mar 31, 2023May 15, 2023483$4.7B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023543$4.2B13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022686$4.3B13F-HR/A
Q2 2022Jun 30, 2022Aug 15, 2022690$3.8B13F-HR
Q1 2022Mar 31, 2022May 16, 2022743$3.9B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022727$5.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021787$6.5B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021809$7.1B13F-HR
Amended / restated
  • Q1 2025 · filed May 15, 202513F-HR · superseded
  • Q3 2022 · filed Nov 14, 202213F-HR · superseded
  • Q1 2021 · filed Aug 16, 202113F-HR/A · superseded

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.