Systrade AG — 13F Holdings & Portfolio

CIK 1818160 · latest 13F-HR filed 2026-07-07

Systrade AG manages $159.7M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMR (28.91%), IBKR (27.24%), UBS (19.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 0, added to 5, and trimmed 3.

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
LANDSTRASSE 63
VADUZ, N2 9490
Phone
004237923020
Filing Manager
Systrade AG
VADUZ, N2
Signatory
Helmut A. Friedrich
CEO
Loading holdings…
AUM

$159.7M

Long-equity book

Holdings

14

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+3 / −0 / ↑5 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INTERACTIVE BROKERS GROUP IN$10.0M +29.8%
  • UBS GROUP AG$6.6M +26.8%
  • NATERA INC$3.6M +35.7%
  • GRUPO FINANCIERO GALICIA S.A$149.4K +7.1%
  • GLOBAL PMTS INC$105.2K +7.8%
Show all 5

Top Trims

  • ALPHA METALLURGICAL RESOUR I-$11.3M -19.6%
  • CRESUD S A C I F Y A-$1.7M -11.9%
  • TESLA INC-$29.1K -6.5%
Show all 3

New Positions

  • AMAZON COM INC$2.4M
  • TRANSPORTADORA DE GAS DEL SU$743.2K
  • NU HLDGS LTD$133.6K
Show all 3

Exited Positions

  • No exits this quarter.
Show all 0
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 ALPHA METALLURGICAL RESOUR I AMR 020764106 $46.2M 28.91% 280,000 SH
2 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $43.5M 27.24% 500,000 SH
3 UBS GROUP AG UBS H42097107 $31.1M 19.46% 627,300 SH
4 NATERA INC NTRA 632307104 $13.6M 8.50% 50,000 SH
5 CRESUD S A C I F Y A CRESY 226406106 $12.3M 7.72% 1,100,000 SH
6 LOMA NEGRA C I A S A MTN 14 LOMA 54150E104 $2.9M 1.79% 250,000 SH
7 AMAZON COM INC AMZN 023135106 $2.4M 1.51% 10,100 SH
8 GRUPO FINANCIERO GALICIA S.A GGAL 399909100 $2.3M 1.41% 45,000 SH
9 IRSA INVERSIONES Y REP S A IRS 450047303 $1.8M 1.16% 119,780 SH
10 GLOBAL PMTS INC GPN 37940X102 $1.5M 0.91% 20,000 SH
11 BIONTECH SE BNTX 09075V102 $930.5K 0.58% 10,000 SH
12 TRANSPORTADORA DE GAS DEL SU TGS 893870204 $743.2K 0.47% 25,000 SH
13 TESLA INC TSLA 88160R101 $420.6K 0.26% 1,000 SH
14 NU HLDGS LTD NU G6683N103 $133.6K 0.08% 10,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $159.7M 14 0001818160-26-000003
2026-03-31 2026-04-08 $149.0M 11 0001818160-26-000002
2025-12-31 2026-01-12 $163.9M 15 0001818160-26-000001