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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alphadyne Asset Management LP

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001535943-25-000013

Total Value
$1.26B
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALIBABA GROUP HLDG LTDBBAAY840,300$150.2M12.28%
2ISHARES TR4642874321,017,800$91.0M7.44%
3ISHARES TR464287432867,800$77.6M6.34%
4SPDR S&P 500 ETF TRSPY76,491$51.0M4.17%
5ISHARES TR464287655162,320$39.3M3.21%
6CANADIAN IMPERIAL BK COMMCNDIF273,900$21.9M1.79%
7INVESCO QQQ TRIVZ35,836$21.5M1.76%
8ISHARES TR46428765588,400$21.4M1.75%
9NEWMONT CORPNEMCL163,600$13.8M1.13%
10NEWMONT CORPNEMCL162,100$13.7M1.12%
11CONSTELLATION ENERGY CORPCEG38,500$12.7M1.04%
12INTERNATIONAL BUSINESS MACHSINTR44,400$12.5M1.02%
13ISHARES TR46428765544,500$10.8M0.88%
14APPLOVIN CORPAPP14,800$10.6M0.87%
15INTEL CORPINTC308,000$10.3M0.84%
16CITIGROUP INCC-PR98,300$10.0M0.82%
17NETFLIX INCNFLX8,300$10.0M0.81%
18ADOBE INCADBE26,800$9.5M0.77%
19NETFLIX INCNFLX7,500$9.0M0.74%
20VISTRA CORPVST45,200$8.9M0.72%
21ADOBE INCADBE24,500$8.6M0.71%
22DISNEY WALT CO25468710671,000$8.1M0.66%
23INTERNATIONAL BUSINESS MACHSINTR28,100$7.9M0.65%
24INTEL CORPINTC235,200$7.9M0.65%
25MCDONALDS CORPMCD25,700$7.8M0.64%
26UNITEDHEALTH GROUP INCUNH22,600$7.8M0.64%
27ALPHABET INCGOOG31,700$7.7M0.63%
28WALMART INCWMT73,500$7.6M0.62%
29ALPHABET INCGOOG30,200$7.4M0.60%
30ALPHABET INCGOOG29,400$7.1M0.58%
31ALPHABET INCGOOG28,000$6.8M0.56%
32ADVANCED MICRO DEVICES INCAMD41,600$6.7M0.55%
33CROWDSTRIKE HLDGS INCCRWD13,500$6.6M0.54%
34BROADCOM INCAVGO20,000$6.6M0.54%
35VISTRA CORPVST32,900$6.4M0.53%
36STARBUCKS CORPSBUX75,500$6.4M0.52%
37SERVICENOW INCNOW6,900$6.3M0.52%
38GOLDMAN SACHS GROUP INCGSCE7,900$6.3M0.51%
39TARGET CORPTGT67,100$6.0M0.49%
40DISNEY WALT CO25468710652,500$6.0M0.49%
41UNITEDHEALTH GROUP INCUNH16,800$5.8M0.47%
42ELI LILLY & COLLY7,600$5.8M0.47%
43PALANTIR TECHNOLOGIES INCPLTR31,600$5.8M0.47%
44ISHARES TR46428875251,700$5.5M0.45%
45APPLOVIN CORPAPP7,600$5.5M0.45%
46CISCO SYS INCCSCO78,100$5.3M0.44%
47MARVELL TECHNOLOGY INCMRVL63,400$5.3M0.44%
48SERVICENOW INCNOW5,700$5.2M0.43%
49GE VERNOVA INCGEV8,100$5.0M0.41%
50UNITY SOFTWARE INCU123,600$4.9M0.40%
51ETSY INCETSY74,200$4.9M0.40%
52CISCO SYS INCCSCO71,700$4.9M0.40%
53MCDONALDS CORPMCD16,100$4.9M0.40%
54ADVANCED MICRO DEVICES INCAMD30,100$4.9M0.40%
55UNITED PARCEL SERVICE INCUPS57,400$4.8M0.39%
56ETSY INCETSY71,900$4.8M0.39%
57GLOBAL X FDS37954Y871100,000$4.8M0.39%
58ORACLE CORPORCL-PD16,800$4.7M0.39%
59PALO ALTO NETWORKS INCPANW22,300$4.5M0.37%
60REDDIT INCRDDT19,700$4.5M0.37%
61SHOPIFY INCSHOP29,600$4.4M0.36%
62PALO ALTO NETWORKS INCPANW21,300$4.3M0.35%
63CHIPOTLE MEXICAN GRILL INCCMG110,100$4.3M0.35%
64WALMART INCWMT40,800$4.2M0.34%
65ROBINHOOD MKTS INC77070010229,200$4.2M0.34%
66PALANTIR TECHNOLOGIES INCPLTR22,900$4.2M0.34%
67CROWDSTRIKE HLDGS INCCRWD8,500$4.2M0.34%
68GOLDMAN SACHS GROUP INCGSCE5,200$4.1M0.34%
69COSTCO WHSL CORP NEW22160K1054,400$4.1M0.33%
70RIVIAN AUTOMOTIVE INCRIVN275,900$4.1M0.33%
71ROBLOX CORPRBLX29,000$4.0M0.33%
72SOFI TECHNOLOGIES INCSOFI152,000$4.0M0.33%
73SALESFORCE INCCRM16,900$4.0M0.33%
74RIVIAN AUTOMOTIVE INCRIVN272,100$4.0M0.33%
75MORGAN STANLEYMS-PQ25,100$4.0M0.33%
76TARGET CORPTGT43,900$3.9M0.32%
77GE AEROSPACE36960430112,800$3.9M0.31%
78SALESFORCE INCCRM16,200$3.8M0.31%
79HIMS & HERS HEALTH INCHIMS67,600$3.8M0.31%
80UBER TECHNOLOGIES INCUBER38,400$3.8M0.31%
81GE VERNOVA INCGEV6,100$3.8M0.31%
82ROBINHOOD MKTS INC77070010225,500$3.7M0.30%
83SOFI TECHNOLOGIES INCSOFI137,000$3.6M0.30%
84MICROSTRATEGY INCSTRK11,200$3.6M0.30%
85ELI LILLY & COLLY4,700$3.6M0.29%
86QUALCOMM INCQCOM21,100$3.5M0.29%
87CATERPILLAR INCCAT7,300$3.5M0.28%
88VERTIV HOLDINGS COVRT22,500$3.4M0.28%
89CANADIAN IMPERIAL BK COMMCNDIF42,000$3.4M0.27%
90CHIPOTLE MEXICAN GRILL INCCMG85,100$3.3M0.27%
91DELL TECHNOLOGIES INCDELL23,500$3.3M0.27%
92MICROSTRATEGY INCSTRK10,100$3.3M0.27%
93MORGAN STANLEYMS-PQ20,300$3.2M0.26%
94GE AEROSPACE36960430110,700$3.2M0.26%
95JOHNSON & JOHNSONJNJ17,300$3.2M0.26%
96UBER TECHNOLOGIES INCUBER32,600$3.2M0.26%
97AVIS BUDGET GROUPCAR19,500$3.1M0.26%
98ATLASSIAN CORPORATIONTEAM19,600$3.1M0.26%
99AVIS BUDGET GROUPCAR19,400$3.1M0.25%
100UNITY SOFTWARE INCU77,000$3.1M0.25%
101CARVANA COCVNA8,000$3.0M0.25%
102JOHNSON & JOHNSONJNJ16,100$3.0M0.24%
103VERTIV HOLDINGS COVRT19,700$3.0M0.24%
104INTUITIVE SURGICAL INCISRG6,600$3.0M0.24%
105BROADCOM INCAVGO8,900$2.9M0.24%
106DELL TECHNOLOGIES INCDELL20,600$2.9M0.24%
107QUALCOMM INCQCOM17,500$2.9M0.24%
108ADOBE INCADBE8,196$2.9M0.24%
109ATLASSIAN CORPORATIONTEAM17,400$2.8M0.23%
110UNITED PARCEL SERVICE INCUPS33,200$2.8M0.23%
111REDDIT INCRDDT12,000$2.8M0.23%
112NIKE INCNKE39,500$2.8M0.23%
113CARVANA COCVNA7,300$2.8M0.23%
114CLOUDFLARE INCNET12,500$2.7M0.22%
115STARBUCKS CORPSBUX31,500$2.7M0.22%
116HUMANA INCHUM10,100$2.6M0.21%
117SPOTIFY TECHNOLOGY S ASPOT3,700$2.6M0.21%
118LOCKHEED MARTIN CORPLMT5,100$2.5M0.21%
119FIRST SOLAR INCFSLR11,300$2.5M0.20%
120HIMS & HERS HEALTH INCHIMS43,800$2.5M0.20%
121ALCOA CORPAA75,000$2.5M0.20%
122MICRON TECHNOLOGY INCMU14,600$2.4M0.20%
123LOCKHEED MARTIN CORPLMT4,800$2.4M0.20%
124CHARTER COMMUNICATIONS INC N16119P1088,700$2.4M0.20%
125JPMORGAN CHASE & CO.VYLD7,500$2.4M0.19%
126HUMANA INCHUM9,000$2.3M0.19%
127BOEING COBA-PA10,700$2.3M0.19%
128BANK AMERICA CORP06050510444,200$2.3M0.19%
129AMAZON COM INCAMZN10,200$2.2M0.18%
130BOEING COBA-PA10,100$2.2M0.18%
131ABBVIE INCABBV9,400$2.2M0.18%
132NIKE INCNKE30,800$2.1M0.18%
133CELESTICA INCCLS8,700$2.1M0.18%
134VISTRA CORPVST10,936$2.1M0.18%
135ORACLE CORPORCL-PD7,600$2.1M0.17%
136COINBASE GLOBAL INCCOIN6,300$2.1M0.17%
137WELLS FARGO CO NEW94974610125,200$2.1M0.17%
138CHEVRON CORP NEWCVX13,600$2.1M0.17%
139CAVA GROUP INCCAVA34,600$2.1M0.17%
140ROBLOX CORPRBLX15,000$2.1M0.17%
141SNOWFLAKE INCSNOW9,200$2.1M0.17%
142COINBASE GLOBAL INCCOIN6,000$2.0M0.17%
143ABBVIE INCABBV8,700$2.0M0.16%
144FIRST SOLAR INCFSLR9,100$2.0M0.16%
145MARVELL TECHNOLOGY INCMRVL23,800$2.0M0.16%
146RIO TINTO PLCRTNTF30,000$2.0M0.16%
147CHEVRON CORP NEWCVX12,500$1.9M0.16%
148AMERICAN EXPRESS COAXP5,800$1.9M0.16%
1493M COMMM12,200$1.9M0.15%
150HOME DEPOT INCHD4,600$1.9M0.15%
151ROCKET LAB CORPREGN3,300$1.9M0.15%
152CLOUDFLARE INCNET8,500$1.8M0.15%
153SPOTIFY TECHNOLOGY S ASPOT2,600$1.8M0.15%
154CHARTER COMMUNICATIONS INC N16119P1086,500$1.8M0.15%
155APPLIED MATLS INC0382221058,600$1.8M0.14%
156WYNN RESORTS LTDWYNN13,200$1.7M0.14%
1573M COMMM10,800$1.7M0.14%
158AMAZON COM INCAMZN7,400$1.6M0.13%
159INTUITIVE SURGICAL INCISRG3,600$1.6M0.13%
160SNOWFLAKE INCSNOW7,000$1.6M0.13%
161TEXAS INSTRS INC8825081048,500$1.6M0.13%
162THERMO FISHER SCIENTIFIC INCTMO3,200$1.6M0.13%
163ARISTA NETWORKS INCANET10,500$1.5M0.13%
164CELESTICA INCCLS6,200$1.5M0.12%
165ARISTA NETWORKS INCANET10,400$1.5M0.12%
166UNITED PARCEL SERVICE INCUPS17,609$1.5M0.12%
167RIOT PLATFORMS INCRIOT76,400$1.5M0.12%
168IONQ INCIONQ-WT23,500$1.4M0.12%
169CATERPILLAR INCCAT3,000$1.4M0.12%
170APPLIED MATLS INC0382221056,800$1.4M0.11%
171CAVA GROUP INCCAVA22,900$1.4M0.11%
172RHRH6,700$1.4M0.11%
173UNITED AIRLS HLDGS INCUNTCW14,100$1.4M0.11%
174FAIR ISAAC CORPFICO900$1.3M0.11%
175ATLASSIAN CORPORATIONTEAM8,344$1.3M0.11%
176MASTERCARD INCORPORATEDMA2,300$1.3M0.11%
177IREN LIMITEDIREN27,700$1.3M0.11%
178SALESFORCE INCCRM5,169$1.2M0.10%
179DOLLAR TREE INCDLTR12,300$1.2M0.09%
180AXON ENTERPRISE INCAXON1,600$1.1M0.09%
181HOME DEPOT INCHD2,800$1.1M0.09%
182MERCK & CO INCMRK13,400$1.1M0.09%
183TARGET CORPTGT12,169$1.1M0.09%
184ENPHASE ENERGY INCENPH30,700$1.1M0.09%
185JPMORGAN CHASE & CO.VYLD3,400$1.1M0.09%
186DOLLAR TREE INCDLTR11,300$1.1M0.09%
187FAIR ISAAC CORPFICO700$1.0M0.09%
188INTUITINTU1,500$1.0M0.08%
189VISA INCV3,000$1.0M0.08%
190COSTCO WHSL CORP NEW22160K1051,100$1.0M0.08%
191ROYAL BK CDA7800871026,900$1.0M0.08%
192SUPER MICRO COMPUTER INCSMCI21,200$1.0M0.08%
193ADVANCED MICRO DEVICES INCAMD6,281$1.0M0.08%
194RHRH5,000$1.0M0.08%
195DISNEY WALT CO2546871068,690$995,0050.08%
196MICROSTRATEGY INCSTRK2,999$966,3080.08%
197ENPHASE ENERGY INCENPH27,300$966,1470.08%
198VISA INCV2,700$921,7260.08%
199REGENERON PHARMACEUTICALSREGN1,600$899,6320.07%
200META PLATFORMS INCMETA1,200$881,2560.07%
201ELEVANCE HEALTH INCELV2,700$872,4240.07%
202TEMPUS AI INCTEM10,800$871,6680.07%
203AIRBNB INCABNB7,000$849,9400.07%
204SHOPIFY INCSHOP5,700$847,0770.07%
205MARA HOLDINGS INCMARA46,100$841,7860.07%
206GRUPO FINANCIERO GALICIA S.AGGAL30,000$826,8000.07%
207MICROSOFT CORPMSFT1,589$823,0230.07%
208PFIZER INCPFE32,300$823,0040.07%
209UNITED AIRLS HLDGS INCUNTCW8,500$820,2500.07%
210BRISTOL-MYERS SQUIBB COCELG-RI18,100$816,3100.07%
211MODERNA INCMRNA30,800$795,5640.07%
212AIRBNB INCABNB6,500$789,2300.06%
213LOWES COS INC5486611073,100$779,0610.06%
214THE TRADE DESK INC88339J10515,600$764,5560.06%
215MICRON TECHNOLOGY INCMU4,500$752,9400.06%
216BRISTOL-MYERS SQUIBB COCELG-RI16,600$748,6600.06%
217ASTERA LABS INCALAB3,800$744,0400.06%
218ELEVANCE HEALTH INCELV2,300$743,1760.06%
219BLACKSTONE INCBX4,300$734,6550.06%
220THERMO FISHER SCIENTIFIC INCTMO1,500$727,5300.06%
221ON SEMICONDUCTOR CORPON14,700$724,8570.06%
222BANK NOVA SCOTIA HALIFAX06414910710,700$691,7550.06%
223MARA HOLDINGS INCMARA37,000$675,6200.06%
224IONQ INCIONQ-WT10,700$658,0500.05%
225DOORDASH INCDASH2,400$652,7760.05%
226AXON ENTERPRISE INCAXON900$645,8760.05%
227SUPER MICRO COMPUTER INCSMCI13,400$642,3960.05%
228AMAZON COM INCAMZN2,913$639,6070.05%
229STARBUCKS CORPSBUX7,367$623,2480.05%
230ROCKET LAB CORPRKLB11,900$570,1290.05%
231TEXAS INSTRS INC8825081043,100$569,5630.05%
232BANK MONTREAL QUE0636711014,200$547,0500.04%
233TORONTO DOMINION BK ONTTORO6,100$487,6950.04%
234MODERNA INCMRNA18,800$485,6040.04%
235BLACKROCK INCBLK400$466,3480.04%
236BLACKROCK INCBLK400$466,3480.04%
237CELSIUS HLDGS INCCELH7,800$448,4220.04%
238INTUITIVE SURGICAL INCISRG998$446,3360.04%
239CONSTELLATION BRANDS INCSTZ3,300$444,4110.04%
240BANK AMERICA CORP0605051048,600$443,6740.04%
241AMERICAN EXPRESS COAXP1,300$431,8080.04%
242UNITY SOFTWARE INCU10,673$427,3470.03%
243BANCO MACRO SA05961W10510,000$422,9000.03%
244SUPER MICRO COMPUTER INCSMCI8,801$421,9200.03%
245ROCKET LAB CORPRKLB8,700$416,8170.03%
246ROCKET LAB CORPRH2,015$409,3670.03%
247PFIZER INCPFE15,100$384,7480.03%
248THE TRADE DESK INC88339J1057,800$382,2780.03%
249AFFIRM HLDGS INCAFRM5,200$380,0160.03%
250ASTERA LABS INCALAB1,900$372,0200.03%
251DATADOG INCDDOG2,600$370,2400.03%
252CONSTELLATION BRANDS INCSTZ2,700$363,6090.03%
253MERCK & CO INCMRK4,200$352,5060.03%
254INTUITINTU500$341,4550.03%
255MONGODB INCMDB1,100$341,4180.03%
256ROYAL BK CDA7800871022,100$309,3720.03%
257OCCIDENTAL PETE CORP6745991056,400$302,4000.02%
258REGENERON PHARMACEUTICALSREGN508$285,6330.02%
259CHIPOTLE MEXICAN GRILL INCCMG7,087$277,7400.02%
260CELESTICA INCCLS1,117$275,2060.02%
261ROKU INCROKU2,700$270,3510.02%
262BLACKSTONE INCBX1,500$256,2750.02%
263ARCHER AVIATION INCACHR-WT26,400$252,9120.02%
264CAMECO CORPCCJ3,000$251,5800.02%
265ASTERA LABS INCALAB1,283$251,2110.02%
266AIRBNB INCABNB2,046$248,4250.02%
267SERVICENOW INCNOW267$245,7150.02%
268TORONTO DOMINION BK ONTTORO3,000$239,8500.02%
269SHOPIFY INCSHOP1,569$233,1690.02%
270CAPITAL ONE FINL CORP14040H1051,000$212,5800.02%
271PAYPAL HLDGS INCPYPL3,100$207,8860.02%
272TEMPUS AI INCTEM2,467$199,1120.02%
273CAPITAL ONE FINL CORP14040H105900$191,3220.02%
274BRISTOL-MYERS SQUIBB COCELG-RI3,982$179,5880.01%
275APPLE INCAAPL700$178,2410.01%
276NIKE INCNKE2,248$156,7530.01%
277AMERICAN AIRLS GROUP INC02376R10213,400$150,6160.01%
278CHEVRON CORP NEWCVX834$129,5120.01%
279ENPHASE ENERGY INCENPH3,583$126,8020.01%
2803M COMMM777$120,5750.01%
281MARA HOLDINGS INCMARA6,579$120,1330.01%
282BANK MONTREAL QUE063671101800$104,2000.01%
283MICROSOFT CORPMSFT200$103,5900.01%
284FAIR ISAAC CORPFICO69$103,2610.01%
285AXON ENTERPRISE INCAXON112$80,3760.01%
286VISA INCV217$74,0790.01%
287APPLE INCAAPL279$71,0420.01%
288CONSTELLATION BRANDS INCSTZ503$67,7390.01%
289DOLLAR TREE INCDLTR667$62,9450.01%
290CITIGROUP INCC-PR500$50,7500.00%
291HOME DEPOT INCHD119$48,2180.00%
292CAVA GROUP INCCAVA454$27,4260.00%
293SPOTIFY TECHNOLOGY S ASPOT39$27,2220.00%
294UNITED AIRLS HLDGS INCUNTCW237$22,8710.00%
295TEMPUS AI INCTEM200$16,1420.00%
296CLOUDFLARE INCNET53$11,3730.00%
297ELEVANCE HEALTH INCELV16$5,1700.00%
298TEXAS INSTRS INC88250810421$3,8580.00%