Teramo Advisors, LLC — 13F Holdings & Portfolio

CIK 1904821 · latest 13F-HR filed 2026-07-23

Teramo Advisors, LLC manages $529.2M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (50.94%), SPY (26.10%), SPY (22.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 1.

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
9132 STRADA PLACE
SUITE 11103
NAPLES, FL 34108
Phone
(239) 734-3625
Filing Manager
Teramo Advisors, LLC
Naples, FL
Signatory
Ron Santella
Chief Executive Officer
Loading holdings…
AUM

$529.2M

Long-equity book

Holdings

4

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+0 / −0 / ↑1 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$76.9M +39.9%
Show all 1

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$37.4M -21.3%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

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 ISHARES TR IVV 464287200 $269.6M 50.94% 360,000 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $138.2M 26.10% 185,000 SH
3 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $119.5M 22.58% 160,000 SH
4 ETF SER SOLUTIONS OPER 26922A453 $2.0M 0.38% 20,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $529.2M 4 0001172661-26-002768
2026-03-31 2026-05-13 $474.3M 4 0001172661-26-001750
2025-12-31 2026-02-06 $388.3M 12 0001172661-26-000528
2025-09-30 2025-11-14 $367.5M 15 0001172661-25-004871