Arkolith/Funds/XTX Topco Ltd

XTX Topco Ltd

CIK 1828301
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

XTX Topco Ltd holds a diversified book of 3773 stocks worth $5.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Duke Energy Corp and trimmed Nvidia Corp. Their largest long position is Ishares Msci South Korea ETF at 1% of the equity book. Cloning the disclosed picks since 2021 would be +82% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show XTX Topco Ltd's latest
holdings, largest changes, and filing provenance.
Opened
1,353
new positions
Added to
1,436
existing
Trimmed
982
reduced
Sold out
764
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+81.9%
+12.2%/yr · since May '21
Their reported book
-10.5%
held from quarter-end
S&P 500
+89.9%
same window
$7K$10K$13K$16K$19KMay '21Jun '22Jun '23Jun '24Jul '25Jul '26
XTX Topco Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 92.5 points over this window.

Growth of $10,000 cloning XTX Topco Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
2%
Top 10 holdings
4%
Top 20 holdings
7%

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

Direct sector allocation

92% mapped to company sectors

Industrials
16%
Financials
15%
Information Technology
15%
Health Care
11%
Consumer Discretionary
9%
ETF / fund or unclassified
8%
Materials
8%
Utilities
4%

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 XTX Topco Ltd

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$1.0T
FMR LLC80 / 80$419.6B
MORGAN STANLEY80 / 80$261.6B
JPMORGAN CHASE & CO80 / 80$255.2B
BANK OF AMERICA CORP /DE/80 / 80$173.1B
GOLDMAN SACHS GROUP INC80 / 80$134.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$99.6B
Bank of New York Mellon Corp80 / 80$97.8B

Ranked by how many of XTX Topco Ltd'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.

3,773 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Inc
MSCI STH KOR ETF
$35.4M287.9K
0.6%
32×
Added · +279K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$28.3M43.6K
0.5%
+21%
Added · +8K sh
3State STR SPDR Dow Jones Ind
UT SER 1
$24.6M53.2K
0.4%
+244%
Added · +38K sh
4Cme Group Inc
COM
$23.0M77.9K
0.4%
+5.3%
Added · +4K sh
5Nvidia Corporation
COM
$22.1M126.7K
0.4%
−5.8%
Reduced · −8K sh
6Citigroup Inc
COM NEW
$19.8M174.5K
0.3%
+243%
Added · +124K sh
7Duke Energy Corp New
COM NEW
$19.7M150.2K
0.3%
New
New position
8Goldman Sachs Group Inc
COM
$18.9M22.3K
0.3%
19×
Added · +21K sh
9Ge Aerospace
COM NEW
$18.9M66.4K
0.3%
64×
Added · +65K sh
10Boston Scientific Corp
COM
$18.2M289.7K
0.3%
+415%
Added · +233K sh
11Parker-Hannifin Corp
COM
$18.1M20.2K
0.3%
+708%
Added · +18K sh
12Amazon Com Inc
COM
$17.1M82.2K
0.3%
+126%
Added · +46K sh
13American Elec PWR Co Inc
COM
$16.6M126.7K
0.3%
28×
Added · +122K sh
14Visa Inc
COM CL A
$16.4M54.2K
0.3%
+211%
Added · +37K sh
15Dow Hldgs Inc
COM
$16.0M384.3K
0.3%
+9.6%
Added · +34K sh
16Honeywell Intl Inc
COM
$16.0M70.7K
0.3%
+465%
Added · +58K sh
17Capital One Finl Corp
COM
$15.8M86.4K
0.3%
New
New position
18Otis Worldwide Corp
COM
$15.5M201.1K
0.3%
84×
Added · +199K sh
19Vistra Corp
COM
$15.5M103.0K
0.3%
+85%
Added · +47K sh
20Unilever PLC
SPON ADR NEW
$15.2M266.7K
0.3%
16×
Added · +250K sh
21Pinterest Inc
CL A
$15.0M818.3K
0.3%
+691%
Added · +715K sh
22PayPal Hldgs Inc
COM
$14.9M329.3K
0.3%
+82%
Added · +148K sh
23Cloudflare Inc
CL A COM
$14.9M72.1K
0.3%
11×
Added · +65K sh
24Abbott Laboratories
COM
$14.3M139.7K
0.2%
+179%
Added · +90K sh
25American Intl Group Inc
COM NEW
$14.3M190.3K
0.2%
New
New position
26Booking Holdings Inc
COM
$14.3M3.4K
0.2%
+191%
Added · +2K sh
27Home Depot Inc
COM
$14.2M43.0K
0.2%
+219%
Added · +30K sh
28HDFC Bank Ltd
SPONSORED ADS
$14.1M566.6K
0.2%
19×
Added · +537K sh
29Toast Inc
CL A
$13.2M499.1K
0.2%
+465%
Added · +411K sh
30Arm Holdings PLC
SPONSORED ADS
$13.2M87.3K
0.2%
New
New position
31Dell Technologies Inc
CL C
$12.6M76.9K
0.2%
+87%
Added · +36K sh
32Colgate Palmolive Co
COM
$12.6M147.9K
0.2%
New
New position
33Liberty Media Corp Del
COM LBTY ONE S C
$12.2M143.9K
0.2%
+206%
Added · +97K sh
34Union Pac Corp
COM
$12.2M50.2K
0.2%
New
New position
35First CTZNS Bancshares Inc D
CL A
$12.2M6.5K
0.2%
−3.6%
Reduced · −240 sh
36Cintas Corp
COM
$12.1M71.6K
0.2%
+739%
Added · +63K sh
37Western Digital Corp
COM
$12.1M44.7K
0.2%
+249%
Added · +32K sh
38National Grid PLC
SPONSORED ADR NE
$12.1M142.6K
0.2%
+825%
Added · +127K sh
39NVR Inc
COM
$11.8M1.8K
0.2%
+36%
Added · +468 sh
40Johnson Controls Internation
SHS
$11.6M88.8K
0.2%
+406%
Added · +71K sh
41ASML Hldg NV
N Y REGISTRY SHS
$11.5M8.7K
0.2%
+306%
Added · +7K sh
42Ishares TR
S&P 100 ETF
$11.5M36.0K
0.2%
New
New position
43Travelers Companies Inc
COM
$11.3M38.9K
0.2%
+20%
Added · +6K sh
44Vaneck ETF Trust
SEMICONDUCTR ETF
$11.3M29.5K
0.2%
+680%
Added · +26K sh
45Starbucks Corp
COM
$11.3M125.6K
0.2%
+624%
Added · +108K sh
46TPG Inc
COM CL A
$11.3M277.7K
0.2%
72×
Added · +274K sh
47ConocoPhillips
COM
$11.2M84.7K
0.2%
−4.3%
Reduced · −4K sh
48Sysco Corp
COM
$11.0M154.7K
0.2%
New
New position
49Deckers Outdoor Corp
COM
$10.9M109.4K
0.2%
+207%
Added · +74K sh
50Texas Instrs Inc
COM
$10.6M54.5K
0.2%
22×
Added · +52K sh
Showing 50 of 3,773 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20263,773$5.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20263,255$3.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20252,490$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 12, 20252,275$2.4B13F-HR
Q1 2025Mar 31, 2025May 8, 20252,331$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20252,216$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20242,019$1.4B13F-HR
Q2 2024Jun 30, 2024Aug 12, 20241,785$1.2B13F-HR
Q1 2024Mar 31, 2024May 13, 20241,775$741.8M13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,511$456.7M13F-HR
Q3 2023Sep 30, 2023Nov 13, 20231,504$585.7M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,355$558.0M13F-HR
Q1 2023Mar 31, 2023May 12, 20231,218$477.1M13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,071$471.2M13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,063$403.9M13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022810$244.7M13F-HR
Q1 2022Mar 31, 2022May 13, 2022633$228.0M13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022641$176.8M13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021649$297.7M13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021769$296.8M13F-HR
Q1 2021Mar 31, 2021May 14, 2021659$205.8M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.