Stone Ridge Holdings Group LP — 13F Holdings & Portfolio

CIK 2019841 · latest 13F-HR filed 2026-07-31

Stone Ridge Holdings Group LP manages $18.6M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LDDR (44.07%), LIBD (8.43%), LFAW (8.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 2.

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
ONE VANDERBILT AVE
65TH FL.
NEW YORK, NY 10017
Phone
(212) 257-4750
Filing Manager
Stone Ridge Holdings Group LP
New York, NY
Signatory
Yan Zhao Lee
President
Loading holdings…
AUM

$18.6M

Long-equity book

Holdings

12

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+0 / −0 / ↑0 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • STONE RIDGE TR-$78.6K -9.0%
  • STONE RIDGE TR-$52.9K -5.4%
Show all 2

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 STONE RIDGE TR LDDR 86172A249 $8.2M 44.07% 103,635 SH
2 STONE RIDGE TR LIBD 86172B627 $1.6M 8.43% 5,632 SH
3 STONE RIDGE TR LFAW 86172B676 $1.5M 8.24% 8,723 SH
4 STONE RIDGE TR LFBE 86172B668 $1.5M 7.92% 7,948 SH
5 STONE RIDGE TR LIAM 86172B643 $1.1M 5.92% 4,664 SH
6 STONE RIDGE TR LFAO 86172B684 $937.5K 5.03% 5,699 SH
7 STONE RIDGE TR BCKT 86172B585 $920.6K 4.94% 22,000 SH
8 STONE RIDGE TR LIAU 86172B635 $799.1K 4.29% 3,050 SH
9 STONE RIDGE TR LIFT 86172B593 $798.2K 4.29% 33,000 SH
10 STONE RIDGE TR LFAI 86172B692 $613.5K 3.29% 4,075 SH
11 STONE RIDGE TR LFDR 86172B619 $337.7K 1.81% 1,818 SH
12 STONE RIDGE TR LIAE 86172B650 $328.2K 1.76% 1,578 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $18.6M 12 0001172661-26-002969
2026-03-31 2026-05-13 $19.0M 12 0001172661-26-001811
2025-12-31 2026-02-17 $1.37B 14 0001172661-26-001076
2025-09-30 2025-11-03 $140.1M 13 0001172661-25-004545