# Readystate Asset Management LP 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 404 long-equity positions.
> CIK 1900923. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $1.7B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | RIVN 3.625 10/15/30 | Rivian Automotive Inc | $99.9M | 5.8% | Reduced |
| 2 | MIRM 4 05/01/29 | Mirum Pharmaceuticals Inc | $83.8M | 4.9% | Reduced |
| 3 | NSC | Norfolk Southn Corp | $52.8M | 3.1% | New |
| 4 | GVA 3.75 05/15/28 | Granite Constr Inc | $46.0M | 2.7% | Reduced |
| 5 | WBD | Warner Bros Discovery Inc | $45.6M | 2.7% | Added |
| 6 | TMDX 1.5 06/01/28 | Transmedics Group Inc | $38.9M | 2.3% | Held |
| 7 | LNTH 2.625 12/15/27 | Lantheus Hldgs Inc | $38.5M | 2.2% | Added |
| 8 | BSY 0.375 07/01/27 | Bentley Sys Inc | $38.0M | 2.2% | Held |
| 9 | CENX 2.75 05/01/28 | Century Alum Co | $38.0M | 2.2% | Held |
| 10 | LEU 2.25 11/01/30 | Centrus Energy Corp | $37.2M | 2.2% | Held |

## Latest moves

Bought: NSC, MASI, ARWR 0 01/15/32
Sold: RIVN 3.625 10/15/30, MIRM 4 05/01/29, GVA 3.75 05/15/28

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1900923/000121465926006468/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/readystate-asset-management-lp-1900923
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._