Graticule Asia Macro Advisors LLC Hedge Fund

CIK: 0001619390 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 17, 2015

Total Value ($000): $2,073,584 (100.0% shares, 0.0% debt)

Holdings (91)

FXI ISHARES TR 27.6%
Value ($000) $571,640 Shares 12,400,000 Est. Cost $44.45 Unrealized
AAPL APPLE INC 9.6%
Value ($000) $198,057 Shares 1,579,100 Est. Cost $28.55 Unrealized 0.0%
IEF ISHARES TR 6.8%
Value ($000) $140,188 Shares 1,335,000 Est. Cost $105.01 Unrealized
AAPL APPLE INC 6.2%
Value ($000) $127,871 Shares 1,019,500 Est. Cost $28.55 Unrealized 0.0%
LQD ISHARES TR 5.8%
Value ($000) $120,350 Shares 1,040,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 4.4%
Value ($000) $90,574 Shares 440,000 Est. Cost Unrealized
GOOGLE INC 2.7%
Value ($000) $55,623 Shares 103,000 Est. Cost $540.00 Unrealized
AMZN AMAZON COM INC 2.6%
Value ($000) $53,919 Shares 124,210 Est. Cost $20.90 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 1.6%
Value ($000) $34,132 Shares 1,400,000 Est. Cost $24.35 Unrealized
ABBV ABBVIE INC 1.5%
Value ($000) $30,236 Shares 450,000 Est. Cost $42.33 Unrealized 0.0%
AAPL APPLE INC 1.3%
Value ($000) $27,017 Shares 215,400 Est. Cost $28.55 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 1.1%
Value ($000) $23,239 Shares 375,900 Est. Cost $45.50 Unrealized 0.0%
IBB ISHARES TR 1.1%
Value ($000) $23,061 Shares 62,500 Est. Cost Unrealized
ILMN ILLUMINA INC 1.0%
Value ($000) $20,526 Shares 94,000 Est. Cost $195.32 Unrealized 0.0%
TABLEAU SOFTWARE INC 1.0%
Value ($000) $20,515 Shares 177,932 Est. Cost $115.30 Unrealized
JD JD COM INC 0.9%
Value ($000) $19,368 Shares 568,000 Est. Cost $33.23 Unrealized
CRM SALESFORCE COM INC 0.9%
Value ($000) $19,100 Shares 274,300 Est. Cost $70.36 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.9%
Value ($000) $18,170 Shares 282,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $17,363 Shares 40,000 Est. Cost $20.90 Unrealized 0.0%
ALLERGAN PLC 0.8%
Value ($000) $17,311 Shares 57,046 Est. Cost $303.46 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.8%
Value ($000) $17,226 Shares 214,524 Est. Cost $53.51 Unrealized 0.0%
MSFT MICROSOFT CORP 0.8%
Value ($000) $16,335 Shares 370,000 Est. Cost $39.29 Unrealized 0.0%
BAC BANK AMER CORP 0.8%
Value ($000) $16,318 Shares 958,800 Est. Cost $13.13 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.7%
Value ($000) $14,572 Shares 330,000 Est. Cost $44.15 Unrealized
EWG ISHARES 0.7%
Value ($000) $13,781 Shares 494,300 Est. Cost $27.88 Unrealized
QUNAR CAYMAN IS LTD 0.6%
Value ($000) $12,427 Shares 290,000 Est. Cost Unrealized
QUNAR CAYMAN IS LTD 0.6%
Value ($000) $12,427 Shares 290,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $12,280 Shares 110,500 Est. Cost $87.09 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.6%
Value ($000) $11,917 Shares 140,500 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.6%
Value ($000) $11,763 Shares 150,000 Est. Cost $65.44 Unrealized -7.9%
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $10,992 Shares 175,597 Est. Cost $36.56 Unrealized +6.5%
MSFT MICROSOFT CORP 0.5%
Value ($000) $10,971 Shares 248,500 Est. Cost $39.29 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.5%
Value ($000) $10,942 Shares 80,000 Est. Cost $123.92 Unrealized 0.0%
UBS UBS GROUP AG 0.5%
Value ($000) $10,906 Shares 550,000 Est. Cost $20.89 Unrealized 0.0%
LLY LILLY ELI & CO 0.5%
Value ($000) $10,562 Shares 126,500 Est. Cost Unrealized
INCY INCYTE CORP 0.5%
Value ($000) $9,680 Shares 92,882 Est. Cost $103.51 Unrealized 0.0%
GOOGLE INC 0.5%
Value ($000) $9,666 Shares 17,900 Est. Cost $540.00 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.5%
Value ($000) $9,619 Shares 350,684 Est. Cost $27.44 Unrealized
MAS MASCO CORP 0.5%
Value ($000) $9,601 Shares 360,000 Est. Cost $20.22 Unrealized 0.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $9,549 Shares 22,000 Est. Cost $20.90 Unrealized 0.0%
CTRIP COM INTL LTD 0.4%
Value ($000) $9,165 Shares 126,200 Est. Cost $72.62 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $8,868 Shares 13,500 Est. Cost $6.07 Unrealized +38.0%
JD JD COM INC 0.4%
Value ($000) $8,525 Shares 250,000 Est. Cost $33.23 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $8,143 Shares 39,000 Est. Cost $164.61 Unrealized 0.0%
WUXI PHARMATECH CAYMAN INC 0.4%
Value ($000) $7,924 Shares 187,500 Est. Cost $42.26 Unrealized
FXI ISHARES TR 0.4%
Value ($000) $7,375 Shares 159,971 Est. Cost $44.45 Unrealized
RED HAT INC 0.4%
Value ($000) $7,326 Shares 96,500 Est. Cost $75.83 Unrealized
TETRAPHASE PHARMACEUTICALS I 0.3%
Value ($000) $7,247 Shares 152,788 Est. Cost $36.64 Unrealized
ADVAXIS INC 0.3%
Value ($000) $6,767 Shares 332,874 Est. Cost $20.33 Unrealized
JUNO THERAPEUTICS INC 0.3%
Value ($000) $6,747 Shares 126,500 Est. Cost $53.34 Unrealized
IRSA INVERSIONES Y REP S A 0.3%
Value ($000) $6,721 Shares 374,407 Est. Cost $18.16 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.3%
Value ($000) $6,566 Shares 48,000 Est. Cost $123.92 Unrealized 0.0%
ADBE ADOBE SYS INC 0.3%
Value ($000) $6,561 Shares 81,000 Est. Cost Unrealized
TEO TELECOM ARGENTINA S A 0.3%
Value ($000) $5,832 Shares 324,282 Est. Cost $20.70 Unrealized
PRICELINE GRP INC 0.3%
Value ($000) $5,757 Shares 5,000 Est. Cost Unrealized
KRE SPDR SERIES TRUST 0.3%
Value ($000) $5,740 Shares 130,000 Est. Cost $44.15 Unrealized
ASHR DBX ETF TR 0.3%
Value ($000) $5,291 Shares 115,000 Est. Cost $46.01 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $5,233 Shares 61,000 Est. Cost $81.09 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value ($000) $5,112 Shares 46,000 Est. Cost $87.09 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value ($000) $5,112 Shares 46,000 Est. Cost $87.09 Unrealized 0.0%
IYT ISHARES TR 0.2%
Value ($000) $5,073 Shares 35,000 Est. Cost Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $4,528 Shares 56,195 Est. Cost $49.25 Unrealized +9.0%
META FACEBOOK INC 0.2%
Value ($000) $4,288 Shares 50,000 Est. Cost $81.09 Unrealized 0.0%
LINKEDIN CORP 0.2%
Value ($000) $4,133 Shares 20,000 Est. Cost $249.82 Unrealized
HOLLYSYS AUTOMATION TECHNOLO 0.2%
Value ($000) $3,845 Shares 160,000 Est. Cost $24.03 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $3,810 Shares 5,800 Est. Cost $6.07 Unrealized +38.0%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $3,781 Shares 38,500 Est. Cost $78.27 Unrealized +16.4%
PAM PAMPA ENERGIA S A 0.2%
Value ($000) $3,688 Shares 267,057 Est. Cost $17.16 Unrealized
WESTERN REFNG INC 0.2%
Value ($000) $3,177 Shares 72,845 Est. Cost $49.39 Unrealized
NEW RELIC INC 0.2%
Value ($000) $3,133 Shares 89,000 Est. Cost $35.20 Unrealized
BMA BANCO MACRO SA 0.1%
Value ($000) $3,029 Shares 66,455 Est. Cost $45.58 Unrealized
GGAL GRUPO FINANCIERO GALICIA S A 0.1%
Value ($000) $3,016 Shares 160,553 Est. Cost $18.79 Unrealized
JUMEI INTL HLDG LTD 0.1%
Value ($000) $3,015 Shares 132,000 Est. Cost $22.84 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $2,587 Shares 50,000 Est. Cost Unrealized
EEM ISHARES TR 0.1%
Value ($000) $2,495 Shares 62,980 Est. Cost $39.80 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,974 Shares 24,000 Est. Cost $82.25 Unrealized
TGS TRANSPORTADORA DE GAS SUR 0.1%
Value ($000) $1,839 Shares 406,877 Est. Cost $5.14 Unrealized
E-COMMERCE CHINA DANGDANG IN 0.1%
Value ($000) $1,438 Shares 160,000 Est. Cost $8.99 Unrealized
WHITEWAVE FOODS CO 0.1%
Value ($000) $1,334 Shares 27,300 Est. Cost Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $1,073 Shares 42,458 Est. Cost $25.18 Unrealized
IKANG HEALTHCARE GROUP INC 0.0%
Value ($000) $966 Shares 50,000 Est. Cost $19.32 Unrealized
CNINSURE INC 0.0%
Value ($000) $928 Shares 105,000 Est. Cost $8.84 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $907 Shares 13,500 Est. Cost $42.33 Unrealized 0.0%
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $890 Shares 40,000 Est. Cost $22.25 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $766 Shares 30,175 Est. Cost $25.52 Unrealized
LEJU HLDGS LTD 0.0%
Value ($000) $642 Shares 77,000 Est. Cost $8.34 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $409 Shares 16,400 Est. Cost $25.12 Unrealized
PHOENIX NEW MEDIA LTD 0.0%
Value ($000) $396 Shares 50,000 Est. Cost $7.92 Unrealized
NATIONAL WESTMINSTER BK PLC 0.0%
Value ($000) $271 Shares 10,550 Est. Cost $25.88 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $209 Shares 8,342 Est. Cost $25.05 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $138 Shares 5,399 Est. Cost $26.30 Unrealized