FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.240.13%
RUT2,788.120.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001803916

Aquatic Capital Management LLC

CHICAGO, IL · File #028-22161

Latest AUM
$3.52B
Positions
1,360
Top-10 Concentration
30.6%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEVISA INCV-185,512-$65.1M+$1.9M
EXITEDCOINBASE GLOBAL INC19260Q107-176,605-$59.6M$0
REDUCEBRISTOL-MYERS SQUIBB COCELG-RI-1,029,029-$55.5M+$9.4M
EXITEDGE VERNOVA INC36828A101-77,865-$47.9M$0
REDUCEMICROSOFT CORPMSFT-95,515-$46.2M-$5.3M
EXITEDMERCK & CO INC58933Y105-545,395-$45.8M$0
NEWUBER TECHNOLOGIES INCUBER+528,340+$43.2M$0
REDUCETESLA INCTSLA-92,271-$41.5M+$733,236
REDUCESALESFORCE INCCRM-149,008-$39.5M+$4.9M
REDUCEROBINHOOD MKTS INC770700102-340,446-$38.5M-$16.9M

Sector Allocation

Technology
19.6%$692.0M
Healthcare
11.4%$400.7M
Industrials
10.5%$368.6M
Financials
5.0%$177.6M
Materials
3.5%$122.1M
Energy
3.0%$105.3M
Consumer Staples
3.0%$104.5M
Utilities
1.8%$64.3M
Real Estate
0.1%$5.0M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PALANTIR TECHNOLOGIES INCPLTR306,154$54.4M4.15%
2FISERV INCFISV719,036$48.3M3.68%
3UBER TECHNOLOGIES INCUBER528,340$43.2M3.29%
4THERMO FISHER SCIENTIFIC INCTMO69,080$40.0M3.05%
5SERVICENOW INCNOW248,132$38.0M2.90%
6NETFLIX INCNFLX399,987$37.5M2.86%
7MOTOROLA SOLUTIONS INCMSI95,279$36.5M2.78%
8META PLATFORMS INCMETA52,790$34.8M2.65%
9OREILLY AUTOMOTIVE INC67103H107380,177$34.7M2.64%
10UNITEDHEALTH GROUP INCUNH103,852$34.3M2.61%
11SOFI TECHNOLOGIES INCSOFI1,292,444$33.8M2.58%
12ROPER TECHNOLOGIES INCROP72,810$32.4M2.47%
13SHERWIN WILLIAMS COSHW98,390$31.9M2.43%
14TJX COS INC NEW872540109196,436$30.2M2.30%
15NVIDIA CORPORATIONNVDA161,638$30.1M2.30%
16ADVANCED MICRO DEVICES INCAMD134,956$28.9M2.20%
17MICROSOFT CORPMSFT57,585$27.8M2.12%
18BOEING COBA-PA124,339$27.0M2.06%
19INTERACTIVE BROKERS GROUP IN45841N107399,721$25.7M1.96%
20ROBINHOOD MKTS INC770700102220,263$24.9M1.90%