Lattice Capital Management, LLC — 13F Holdings & Portfolio

CIK 1710207 · latest 13F-HR filed 2026-08-13

Lattice Capital Management, LLC manages $49.5M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (26.10%), GOOGL (19.73%), AAPL (18.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 7, added to 2, and trimmed 6.

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.

Filer Information
Address
1014 MARKET ST.
SUITE 100
KIRKLAND, WA 98033
Phone
(425) 828-4300
Filing Manager
Lattice Capital Management, LLC
KIRKLAND, WA
Signatory
Allan Memaran-Dadgar
Chief Compliance Officer
Loading holdings…
AUM

$49.5M

Long-equity book

Holdings

11

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+0 / −7 / ↑2 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$596.6K +6.5%
  • AMAZON COM INC$386.0K +13.2%
Show all 2 →

Top Trims

  • APPLE INC-$696.6K -6.9%
  • PALANTIR TECHNOLOGIES INC-$685.9K -20.4%
  • INTUITIVE SURGICAL INC-$373.9K -14.4%
  • BROADCOM INC-$309.6K -24.7%
  • CELESTICA INC-$250.0K -7.8%
Show all 6 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • PROSHARES TR$2.1M
  • PROSHARES TR$1.9M
  • MASTERCARD INCORPORATED$491.6K
  • QUALCOMM INC$483.7K
  • ADVANCED MICRO DEVICES INC$462.5K
Show all 7 →
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 NVIDIA CORPORATION NVDA 67066G104 $12.9M 26.10% 64,500 SH
2 ALPHABET INC GOOGL 02079K305 $9.8M 19.73% 27,300 SH
3 APPLE INC AAPL 037833100 $9.4M 18.96% 32,400 SH
4 MICROSOFT CORP MSFT 594918104 $4.6M 9.28% 12,300 SH
5 AMAZON COM INC AMZN 023135106 $3.3M 6.70% 13,900 SH
6 CELESTICA INC CLS 15101Q207 $3.0M 5.97% 8,100 SH
7 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.7M 5.43% 23,000 SH
8 INTUITIVE SURGICAL INC ISRG 46120E602 $2.2M 4.50% 5,600 SH
9 BROADCOM INC AVGO 11135F101 $944.4K 1.91% 2,500 SH
10 META PLATFORMS INC META 30303M102 $450.6K 0.91% 800 SH
11 APPLOVIN CORP APP 03831W108 $257.6K 0.52% 500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $49.5M 11 0001710207-26-000004
2026-03-31 2026-05-15 $56.9M 18 0001710207-26-000003
2025-12-31 2026-02-02 $71.3M 21 0001710207-26-000002
2025-09-30 2025-10-27 $104.3M 23 0001710207-25-000009