Lattice Capital Management, LLC — 13F Holdings & Portfolio

CIK 1710207 · latest 13F-HR filed 2026-05-15

Lattice Capital Management, LLC manages $56.9M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (23.00%), AAPL (17.69%), GOOGL (16.09%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 3, added to 2, and trimmed 12.

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

$56.9M

Long-equity book

Holdings

18

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −3 / ↑2 / ↓12

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PROSHARES TR$93.8K +5.3%
  • ARM HOLDINGS PLC$91.5K +41.9%
Show all 2

Top Trims

  • APPLE INC-$2.7M -21.2%
  • NVIDIA CORPORATION-$2.7M -16.9%
  • PALANTIR TECHNOLOGIES INC-$2.1M -37.9%
  • MICROSOFT CORP-$1.4M -23.6%
  • INTUITIVE SURGICAL INC-$570.7K -18.0%
Show all 12

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • NETFLIX INC$1.9M
  • ELI LILLY & CO$1.3M
  • COSTCO WHOLESALE CORP$517.4K
Show all 3
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 $13.1M 23.00% 74,500 SH
2 APPLE INC AAPL 037833100 $10.1M 17.69% 39,400 SH
3 ALPHABET INC GOOGL 02079K305 $9.2M 16.09% 30,800 SH
4 MICROSOFT CORP MSFT 594918104 $4.5M 7.98% 12,300 SH
5 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.4M 5.92% 23,000 SH
6 CELESTICA INC CLS 15101Q207 $3.2M 5.63% 11,100 SH
7 AMAZON COM INC AMZN 023135106 $2.9M 5.14% 13,900 SH
8 INTUITIVE SURGICAL INC ISRG 46120E602 $2.6M 4.57% 5,600 SH
9 PROSHARES TR SH 74349Y753 $2.1M 3.64% 55,000 SH
10 PROSHARES TR PSQ 74349Y837 $1.9M 3.29% 59,000 SH
11 BROADCOM INC AVGO 11135F101 $1.3M 2.20% 4,000 SH
12 MASTERCARD INCORPORATED MA 57636Q104 $491.6K 0.86% 1,000 SH
13 QUALCOMM INC QCOM 747525103 $483.7K 0.85% 3,800 SH
14 META PLATFORMS INC META 30303M102 $463.4K 0.81% 800 SH
15 ADVANCED MICRO DEVICES INC AMD 007903107 $462.5K 0.81% 2,200 SH
16 APPLOVIN CORP APP 03831W108 $310.3K 0.55% 800 SH
17 ARM HOLDINGS PLC ARM 042068205 $310.1K 0.54% 2,000 SH
18 FERRARI N V RACE N3167Y103 $239.7K 0.42% 700 SH
Filing History
Period Filed AUM Holdings Accession
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