Maplelane Capital, LLC
- SEC CIK
- 0001512173
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 48
- +13 vs. Q1 2026
- Portfolio value
- $2.39B
- +$1.19B (+100.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,078,800 | $184.3M | 7.7% | +1,078,800 | New | History |
| TXNTexas Instruments Inc | Stock | 582,000 | $173.5M | 7.3% | +582,000 | New | History |
| AMZNAmazon Com Inc | Stock | 655,000 | $156.1M | 6.5% | +655,000 | New | History |
| NVDANVIDIA Corp | Stock | 777,000 | $155.5M | 6.5% | −168,000−17.8% | Reduced | History |
| FOXAFox Corp | CL A COM | 2,293,000 | $119.6M | 5.0% | +2,293,000 | New | History |
| CLSCelestica Inc | Stock | 321,000 | $117.1M | 4.9% | +210,000+189.2% | Added | History |
| LSCCLattice Semiconductor Corp | COM | 738,000 | $112.9M | 4.7% | +738,000 | New | History |
| TTMITTM Technologies Inc | COM | 566,000 | $105.9M | 4.4% | +566,000 | New | History |
| ECHOEchoStar CORP | CL A | 880,000 | $89.3M | 3.7% | +880,000 | New | History |
| SNOWSnowflake Inc. | Stock | 346,000 | $88.1M | 3.7% | +346,000 | New | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 299,000 | $81.3M | 3.4% | +299,000 | New | History |
| NTRANatera, Inc. | COM | 222,000 | $60.3M | 2.5% | −117,000−34.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 157,900 | $58.9M | 2.5% | +157,900 | New | History |
| LYVLive Nation Entertainment, Inc. | COM | 317,000 | $58.0M | 2.4% | −221,237−41.1% | Reduced | History |
| SNPSSynopsys Inc | COM | 124,000 | $55.3M | 2.3% | +1,000+0.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 94,000 | $54.6M | 2.3% | −88,000−48.4% | Reduced | History |
| VVisa Inc. | Stock | 157,000 | $53.9M | 2.3% | +117,000+292.5% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 120,000 | $49.8M | 2.1% | +120,000 | New | History |
| SGISomnigroup International Inc. | COM | 578,600 | $45.4M | 1.9% | +578,600 | New | History |
| GOOGLAlphabet Inc. | Stock | 120,000 | $42.9M | 1.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 120,000 | $42.4M | 1.8% | +120,000 | New | History |
| MTZMastec Inc | COM | 88,800 | $36.9M | 1.5% | +88,800 | New | History |
| COHRCoherent Corp. | COM | 83,000 | $32.7M | 1.4% | −362,000−81.3% | Reduced | History |
| ENTGEntegris Inc | COM | 165,000 | $29.7M | 1.2% | +10,000+6.5% | Added | History |
| LIONLionsgate Studios Corp. | COM | 1,905,800 | $29.2M | 1.2% | +1,905,800 | New | History |
| CBRSCerebras Systems Inc. | COM CL A | 132,000 | $29.2M | 1.2% | +132,000 | New | History |
| DDOGDatadog, Inc. | CL A COM | 107,001 | $27.9M | 1.2% | +107,001 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 55,700 | $26.6M | 1.1% | −70,322−55.8% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 273,900 | $26.2M | 1.1% | −434,100−61.3% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 25,001 | $24.1M | 1.0% | +25,001 | New | History |
| TLNTalen Energy Corp | COM | 61,192 | $23.5M | 1.0% | +61,192 | New | History |
| ROKURoku, Inc | COM CL A | 160,000 | $22.1M | 0.9% | +89,000+125.4% | Added | History |
| WULFTerawulf Inc. | COM | 780,000 | $19.3M | 0.8% | +780,000 | New | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 320,000 | $17.9M | 0.7% | −796,246−71.3% | Reduced | History |
| COMPCompass, Inc. | CL A | 1,390,000 | $17.1M | 0.7% | +1,390,000 | New | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 170,400 | $16.2M | 0.7% | −1,100−0.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 86,000 | $15.9M | 0.7% | +86,000 | New | History |
| FTAIFTAI Aviation Ltd. | SHS | 57,200 | $15.5M | 0.6% | +57,200 | New | History |
| JHXJames Hardie Industries plc | Stock | 518,400 | $13.6M | 0.6% | +518,400 | New | History |
| HUTHut 8 Corp. | COM | 113,800 | $13.1M | 0.6% | +113,800 | New | History |
| QNTQuantinuum Inc. | CL A COM | 150,000 | $12.3M | 0.5% | +150,000 | New | History |
| SGSweetgreen, Inc. | COM CL A | 1,050,200 | $9.25M | 0.4% | −412,600−28.2% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 39,054 | $7.01M | 0.3% | +39,054 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 80,000 | $5.99M | 0.3% | +80,000 | New | History |
| CPNGCoupang, Inc. | CL A | 340,000 | $5.91M | 0.2% | +340,000 | New | History |
| CVNACarvana Co. | CL A | 70,000 | $4.61M | 0.2% | +70,000 | New | History |
| TMUST-Mobile US, Inc. | Stock | 1 | $168 | <0.1% | +1 | New | History |
| TAT&T Inc. | Stock | 1 | $21 | <0.1% | +1 | New | History |
Options (38)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | – | $432.2M |
| ASMLASML Holding NV | ADR | – | $303.4M |
| VanEck Semiconductor ETF92189F676 | ETF | $301.7M | – |
| AMZNAmazon Com Inc | Stock | – | $250.3M |
| MSFTMicrosoft Corp | Stock | – | $223.8M |
| Invesco QQQ Trust Series I46090E103 | ETF | $162.0M | – |
| VVisa Inc. | Stock | – | $137.2M |
| LYVLive Nation Entertainment, Inc. | COM | – | $91.6M |
| NTRANatera, Inc. | COM | – | $88.2M |
| TXNTexas Instruments Inc | Stock | – | $83.5M |
| AMDAdvanced Micro Devices Inc | Stock | – | $69.7M |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | – | $68.3M |
| TTMITTM Technologies Inc | COM | – | $61.7M |
| SNOWSnowflake Inc. | Stock | – | $61.1M |
| MUMicron Technology Inc | Stock | – | $57.7M |
| CLSCelestica Inc | Stock | – | $56.5M |
| ENTGEntegris Inc | COM | – | $54.0M |
| VRTVertiv Holdings Co | COM CL A | – | $53.6M |
| SNDKSandisk Corp | COM | – | $52.3M |
| TMUST-Mobile US, Inc. | Stock | – | $50.3M |
| LSCCLattice Semiconductor Corp | COM | – | $45.9M |
| FTAIFTAI Aviation Ltd. | SHS | – | $43.3M |
| WSMWilliams Sonoma Inc | COM | – | $37.3M |
| FOXAFox Corp | CL A COM | – | $36.5M |
| MTZMastec Inc | COM | – | $33.3M |
| SGISomnigroup International Inc. | COM | – | $31.4M |
| DDOGDatadog, Inc. | CL A COM | – | $31.2M |
| COHRCoherent Corp. | COM | – | $30.4M |
| SNPSSynopsys Inc | COM | – | $26.8M |
| CVNACarvana Co. | CL A | – | $24.4M |
| STMSTMicroelectronics N.V. | NY REGISTRY | – | $21.9M |
| CRDOCredo Technology Group Holding Ltd | Stock | – | $21.8M |
| CHTRCharter Communications, Inc. | CL A | – | $21.3M |
| TLNTalen Energy Corp | COM | – | $19.2M |
| DASHDoorDash, Inc. | Stock | – | $18.5M |
| VZVerizon Communications Inc | Stock | – | $10.9M |
| TAT&T Inc. | Stock | – | $8.48M |
| LIONLionsgate Studios Corp. | COM | – | $6.12M |
Sold out since Q1 2026 (19)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 621,000 | $132.7M | 11.1% | History |
| MUMicron Technology Inc | Stock | 146,000 | $49.3M | 4.1% | History |
| METAMeta Platforms, Inc. | Stock | 74,500 | $42.6M | 3.6% | History |
| SHWSherwin Williams Co | COM | 122,000 | $39.1M | 3.3% | History |
| ADIAnalog Devices Inc | Stock | 104,000 | $33.1M | 2.8% | History |
| BABoeing Co | Stock | 120,000 | $23.9M | 2.0% | History |
| FIGRFigure Technology Solutions, Inc. | Stock | 681,000 | $23.1M | 1.9% | History |
| ASMLASML Holding NV | ADR | 15,000 | $19.8M | 1.7% | History |
| UALUnited Airlines Holdings, Inc. | COM | 213,000 | $19.6M | 1.6% | History |
| CHWYChewy, Inc. | CL A | 640,000 | $17.3M | 1.4% | History |
| VSTVistra Corp. | Stock | 40,000 | $6.01M | 0.5% | History |
| ZZillow Group, Inc. | CL C CAP STK | 115,000 | $4.76M | 0.4% | History |
| ZGZillow Group, Inc. | CL A | 114,600 | $4.74M | 0.4% | History |
| PURRHyperliquid Strategies Inc | COM | 575,000 | $2.93M | 0.2% | History |
| OKTAOkta, Inc. | CL A | 35,000 | $2.75M | 0.2% | History |
| EQPTEquipmentShare.com Inc | COM CL A | 100,000 | $2.04M | 0.2% | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,000 | $1.51M | 0.1% | History |
| ASAmer Sports, Inc. | COM SHS | 39,233 | $1.29M | 0.1% | History |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 1 | $9 | <0.1% | History |