MOORE CAPITAL MANAGEMENT, LP — 13F Holdings & Portfolio

CIK 1448574 · latest 13F-HR filed 2026-05-15

MOORE CAPITAL MANAGEMENT, LP manages $4.92B in 13F-reported U.S. long-equity assets across 635 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (13.74%), TLT (8.81%), QQQ (5.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 215 new positions, exited 232, added to 81, and trimmed 187.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$4.92B

Long-equity book

Holdings

635

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+215 / −232 / ↑81 / ↓187

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APOLLO GLOBAL MGMT INC$51.8M +715.9%
  • APPLIED MATLS INC$20.9M +162.8%
  • BUILDERS FIRSTSOURCE INC$18.2M +1039.8%
  • FIDELITY NATL INFORMATION SV$12.2M +52.0%
  • GLOBAL PMTS INC$11.1M +40.5%
Show all 81

Top Trims

  • INVESCO EXCHANGE TRADED FD T-$230.8M -98.6%
  • STATE STR SPDR S&P 500 ETF T-$107.2M -99.1%
  • ALPHABET INC-$82.2M -77.3%
  • AMAZON COM INC-$60.8M -57.2%
  • BROADCOM INC-$47.6M -90.7%
Show all 187

New Positions

  • COINBASE GLOBAL INC$60.8M
  • ETSY INC$45.9M
  • VNET GROUP INC$34.7M
  • BOX INC$29.0M
  • GENUINE PARTS CO$28.7M
Show all 215

Exited Positions

  • AON PLC$49.3M
  • DEUTSCHE BANK A G$45.8M
  • TELEDYNE TECHNOLOGIES INC$41.6M
  • TRANE TECHNOLOGIES PLC$39.6M
  • PACKAGING CORP AMER$36.9M
Show all 232
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $675.8M 13.74% 1,039,200 SH
2 ISHARES TR Call TLT 464287432 $433.4M 8.81% 5,000,000 SH
3 INVESCO QQQ TR Call QQQ 46090E103 $289.7M 5.89% 501,900 SH
4 INVESCO QQQ TR Put QQQ 46090E103 $164.4M 3.34% 284,900 SH
5 STATE STR SPDR S&P 500 ETF T Call SPY 78462F103 $162.6M 3.31% 250,000 SH
6 ISHARES TR Put TLT 464287432 $149.5M 3.04% 1,725,000 SH
7 BANK AMERICA CORP BAC 060505104 $80.3M 1.63% 1,646,720 SH
8 UBS GROUP AG UBS H42097107 $78.3M 1.59% 2,039,599 SH
9 ISHARES TR Put HYG 464288513 $75.6M 1.54% 950,000 SH
10 ALLY FINL INC ALLY 02005N100 $67.9M 1.38% 1,730,629 SH
11 COINBASE GLOBAL INC COIN 19260QAB3 $60.8M 1.24% 61,282,000 PRN
12 APOLLO GLOBAL MGMT INC APO 03769M106 $59.1M 1.20% 530,000 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $57.1M 1.16% 168,920 SH
14 NVIDIA CORPORATION NVDA 67066G104 $51.2M 1.04% 293,362 SH
15 ETSY INC ETSY 29786AAJ5 $45.9M 0.93% 46,900,000 PRN
16 AMAZON COM INC AMZN 023135106 $45.4M 0.92% 217,905 SH
17 GLOBAL PMTS INC GPN 37940X102 $38.4M 0.78% 571,200 SH
18 FIDELITY NATL INFORMATION SV FIS 31620M106 $35.7M 0.73% 761,600 SH
19 SPDR SERIES TRUST Call KRE 78464A698 $35.4M 0.72% 544,000 SH
20 CAMECO CORP CCJ 13321L108 $34.8M 0.71% 320,504 SH
21 VNET GROUP INC VNET 90138AAE3 $34.7M 0.71% 30,500,000 PRN
22 HUT 8 CORP HUT 44812J104 $33.9M 0.69% 723,000 SH
23 APPLIED MATLS INC AMAT 038222105 $33.8M 0.69% 98,793 SH
24 UNUM GROUP Call UNM 91529Y106 $31.3M 0.64% 428,100 SH
25 CAPITAL ONE FINL CORP COF 14040H105 $30.5M 0.62% 167,100 SH
26 SELECT SECTOR SPDR TR Put XLE 81369Y506 $29.6M 0.60% 483,800 SH
27 BOX INC BOX 10316TAD6 $29.0M 0.59% 31,500,000 PRN
28 GENUINE PARTS CO GPC 372460105 $28.7M 0.58% 271,608 SH
29 SANDISK CORP SNDK 80004C200 $26.9M 0.55% 42,290 SH
30 NLIGHT INC LASR 65487K100 $26.5M 0.54% 465,000 SH
31 THE CIGNA GROUP CI 125523100 $26.5M 0.54% 99,167 SH
32 GALAXY DIGITAL INC. GLXY 36317J209 $25.1M 0.51% 1,362,250 SH
33 RIOT PLATFORMS INC RIOT 767292105 $24.8M 0.50% 2,006,343 SH
34 ALPHABET INC GOOGL 02079K305 $24.2M 0.49% 84,000 SH
35 VANECK ETF TRUST Put SMH 92189F676 $23.4M 0.48% 61,000 SH
36 MICROSOFT CORP MSFT 594918104 $23.3M 0.47% 62,941 SH
37 AMENTUM HOLDINGS INC AMTM 023939101 $22.8M 0.46% 873,610 SH
38 ITT INC ITT 45073V108 $22.3M 0.45% 117,263 SH
39 UNIVERSAL HLTH SVCS INC UHS 913903100 $21.7M 0.44% 121,300 SH
40 FORGENT POWER SOLUTIONS INC FPS 34631F102 $21.6M 0.44% 736,424 SH
41 CALLAWAY GOLF CO CALY 131193AE4 $21.0M 0.43% 21,000,000 PRN
42 KKR & CO INC KKR 48251W104 $20.1M 0.41% 217,600 SH
43 PROLOGIS INC. PLD 74340W103 $19.9M 0.41% 150,768 SH
44 BUILDERS FIRSTSOURCE INC BLDR 12008R107 $19.9M 0.40% 241,793 SH
45 RITHM CAPITAL CORP RITM 64828T201 $18.7M 0.38% 1,975,000 SH
46 MILLROSE PPTYS INC MRP 601137102 $18.4M 0.37% 658,651 SH
47 META PLATFORMS INC META 30303M102 $17.7M 0.36% 30,955 SH
48 HUNTINGTON BANCSHARES INC HBAN 446150104 $17.0M 0.35% 1,088,000 SH
49 WOODWARD INC WWD 980745103 $16.5M 0.34% 46,195 SH
50 ICON PLC ICLR G4705A100 $16.3M 0.33% 147,208 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $4.92B 635 0001448574-26-000002
2025-12-31 2026-02-17 $6.95B 666 0001448574-26-000001
2025-09-30 2025-11-14 $7.27B 618 0001448574-25-000008