13F HOLDINGS REPORT
Longitude (Cayman) Ltd.
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001664999-26-000005
Total Value
$231.5M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PINTEREST INC | PINS | 910,000 | $23.6M | 10.18% |
| 2 | NOVO-NORDISK A S | NONOF | 381,800 | $19.4M | 8.39% |
| 3 | ISHARES BITCOIN TRUST ETF | IBIT | 314,000 | $15.6M | 6.73% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 68,000 | $14.6M | 6.29% |
| 5 | JETBLUE AWYS CORP | 477143101 | 2,780,000 | $12.6M | 5.46% |
| 6 | TESLA INC | TSLA | 28,000 | $12.6M | 5.44% |
| 7 | SOFI TECHNOLOGIES INC | SOFI | 430,000 | $11.3M | 4.86% |
| 8 | PAYPAL HLDGS INC | PYPL | 160,000 | $9.3M | 4.04% |
| 9 | NVIDIA CORPORATION | NVDA | 38,000 | $7.1M | 3.06% |
| 10 | SUPER MICRO COMPUTER INC | SMCI | 230,000 | $6.7M | 2.91% |
| 11 | ARM HOLDINGS PLC | 042068205 | 60,000 | $6.6M | 2.83% |
| 12 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 225,000 | $6.1M | 2.64% |
| 13 | CHIPOTLE MEXICAN GRILL INC | CMG | 160,000 | $5.9M | 2.56% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 40,000 | $5.9M | 2.53% |
| 15 | APPLE INC | AAPL | 20,600 | $5.6M | 2.42% |
| 16 | NU HLDGS LTD | NU | 330,000 | $5.5M | 2.39% |
| 17 | ARM HOLDINGS PLC | 042068205 | 50,000 | $5.5M | 2.36% |
| 18 | AMAZON COM INC | AMZN | 23,100 | $5.3M | 2.30% |
| 19 | META PLATFORMS INC | META | 8,000 | $5.3M | 2.28% |
| 20 | ALPHABET INC | GOOG | 16,300 | $5.1M | 2.20% |
| 21 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 187,000 | $5.1M | 2.19% |
| 22 | FERRARI N V | RACE | 13,000 | $4.8M | 2.08% |
| 23 | STRATEGY INC | STRK | 28,200 | $4.3M | 1.85% |
| 24 | CROCS INC | CROX | 50,000 | $4.3M | 1.85% |
| 25 | WEDBUSH SER TR | 947913109 | 133,000 | $4.2M | 1.82% |
| 26 | TIDAL TRUST I | 886364231 | 140,000 | $3.5M | 1.50% |
| 27 | SHAKE SHACK INC | SHAK | 40,000 | $3.2M | 1.40% |
| 28 | FERRARI N V | RACE | 7,000 | $2.6M | 1.12% |
| 29 | JETBLUE AWYS CORP | 477143101 | 565,000 | $2.6M | 1.11% |
| 30 | COINBASE GLOBAL INC | COIN | 8,300 | $1.9M | 0.81% |
| 31 | NOVO-NORDISK A S | NONOF | 33,000 | $1.7M | 0.73% |
| 32 | ISHARES BITCOIN TRUST ETF | IBIT | 20,000 | $993,000 | 0.43% |
| 33 | RIVIAN AUTOMOTIVE INC | RIVN | 50,000 | $985,500 | 0.43% |
| 34 | ALIBABA GROUP HLDG LTD | BBAAY | 5,000 | $732,900 | 0.32% |
| 35 | SUPER MICRO COMPUTER INC | SMCI | 20,000 | $585,400 | 0.25% |
| 36 | PINTEREST INC | PINS | 22,000 | $569,580 | 0.25% |