Graticule Asia Macro Advisors LLC Hedge Fund

CIK: 0001619390 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $1,277,354 (99.5% shares, 0.5% debt)

Holdings (82)

AAPL APPLE INC 12.5%
Value ($000) $160,215 Shares 1,470,000 Est. Cost Unrealized
POWERSHARES QQQ TRUST 8.5%
Value ($000) $108,982 Shares 998,000 Est. Cost Unrealized
ASHR DBX ETF TR 5.9%
Value ($000) $75,541 Shares 3,077,000 Est. Cost $24.54 Unrealized
AMZN AMAZON COM INC 5.5%
Value ($000) $70,583 Shares 118,900 Est. Cost $20.90 Unrealized +35.8%
AAPL APPLE INC 4.5%
Value ($000) $57,765 Shares 530,000 Est. Cost Unrealized
META FACEBOOK INC 4.3%
Value ($000) $54,654 Shares 479,000 Est. Cost $83.25 Unrealized +25.9%
SPDR SERIES TRUST 4.1%
Value ($000) $52,429 Shares 1,727,500 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 2.8%
Value ($000) $35,626 Shares 180,018 Est. Cost $159.08 Unrealized +1.2%
BABA ALIBABA GROUP HLDG LTD 2.6%
Value ($000) $33,632 Shares 425,568 Est. Cost $79.25 Unrealized
RAYTHEON CO 2.6%
Value ($000) $33,509 Shares 273,257 Est. Cost $122.23 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $31,737 Shares 41,600 Est. Cost $36.73 Unrealized -0.5%
FXI ISHARES TR 2.3%
Value ($000) $29,380 Shares 870,000 Est. Cost $39.36 Unrealized
BABA ALIBABA GROUP HLDG LTD 2.2%
Value ($000) $27,898 Shares 353,000 Est. Cost $79.25 Unrealized
ORBITAL ATK INC 2.1%
Value ($000) $26,322 Shares 302,772 Est. Cost $86.37 Unrealized
NORDSTROM INC 2.0%
Value ($000) $25,029 Shares 437,500 Est. Cost $49.82 Unrealized
NFLX NETFLIX INC 1.9%
Value ($000) $23,871 Shares 233,500 Est. Cost $9.82 Unrealized 0.0%
NKE NIKE INC 1.6%
Value ($000) $19,915 Shares 324,000 Est. Cost Unrealized
HARRIS CORP DEL 1.5%
Value ($000) $19,457 Shares 249,882 Est. Cost $77.86 Unrealized
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $19,290 Shares 163,000 Est. Cost Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 1.4%
Value ($000) $18,145 Shares 220,000 Est. Cost $81.36 Unrealized 0.0%
EEM ISHARES TR 1.3%
Value ($000) $17,236 Shares 503,242 Est. Cost $34.25 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $15,410 Shares 432,500 Est. Cost $0.73 Unrealized +1.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.2%
Value ($000) $15,111 Shares 241,000 Est. Cost Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $14,496 Shares 19,000 Est. Cost $36.73 Unrealized -0.5%
BA BOEING CO 1.1%
Value ($000) $13,963 Shares 110,000 Est. Cost Unrealized
XBI SPDR SERIES TRUST 1.0%
Value ($000) $12,915 Shares 250,000 Est. Cost $51.81 Unrealized
GAP GAP INC DEL 1.0%
Value ($000) $12,510 Shares 425,500 Est. Cost $18.60 Unrealized -0.6%
IWM ISHARES TR 1.0%
Value ($000) $12,444 Shares 112,500 Est. Cost Unrealized
IWM ISHARES TR 1.0%
Value ($000) $12,444 Shares 112,500 Est. Cost Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $11,541 Shares 323,930 Est. Cost $0.73 Unrealized +1.6%
BIIB BIOGEN INC 0.8%
Value ($000) $10,672 Shares 41,000 Est. Cost $323.11 Unrealized -18.2%
DIS DISNEY WALT CO 0.8%
Value ($000) $9,931 Shares 100,000 Est. Cost Unrealized
PANDORA MEDIA INC 0.7%
Value ($000) $9,549 Shares 1,067,000 Est. Cost $8.95 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $8,923 Shares 112,261 Est. Cost $102.71 Unrealized -11.9%
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $8,823 Shares 111,000 Est. Cost $102.71 Unrealized -11.9%
PAM PAMPA ENERGIA S A 0.7%
Value ($000) $8,725 Shares 406,965 Est. Cost $17.96 Unrealized
XHB SPDR SERIES TRUST 0.6%
Value ($000) $7,528 Shares 222,458 Est. Cost $34.18 Unrealized
MEDIVATION INC 0.6%
Value ($000) $7,494 Shares 163,000 Est. Cost $45.98 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $7,493 Shares 56,158 Est. Cost $98.37 Unrealized 0.0%
LAM RESEARCH CORP 0.6%
Value ($000) $7,245 Shares 87,705 Est. Cost $82.61 Unrealized
SINA CORP 0.6%
Value ($000) $7,106 Shares 150,000 Est. Cost Unrealized
CITRIX SYS INC 0.5%
Value ($000) $6,757 Shares 86,000 Est. Cost Unrealized
WDAY WORKDAY INC 0.5%
Value ($000) $6,723 Shares 87,500 Est. Cost Unrealized
INTC INTEL CORP 0.5%
Value ($000) $6,470 Shares 200,000 Est. Cost Unrealized
ING GROEP N V 0.5%
Value ($000) $6,460 Shares 7,000,000 Est. Cost $0.92 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $6,388 Shares 100,000 Est. Cost Unrealized
BARCLAYS BK PLC 0.4%
Value ($000) $5,360 Shares 304,400 Est. Cost Unrealized
VIPS VIPSHOP HLDGS LTD 0.4%
Value ($000) $5,152 Shares 400,000 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $5,094 Shares 23,000 Est. Cost $165.37 Unrealized -0.1%
PENNEY J C INC 0.4%
Value ($000) $4,977 Shares 450,000 Est. Cost Unrealized
TEO TELECOM ARGENTINA S A 0.4%
Value ($000) $4,729 Shares 264,361 Est. Cost $19.66 Unrealized
GGAL GRUPO FINANCIERO GALICIA S A 0.3%
Value ($000) $4,406 Shares 155,688 Est. Cost $19.90 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $4,404 Shares 38,599 Est. Cost $83.25 Unrealized +25.9%
CME CME GROUP INC 0.3%
Value ($000) $4,322 Shares 45,000 Est. Cost $63.10 Unrealized -0.2%
BMA BANCO MACRO SA 0.3%
Value ($000) $4,172 Shares 64,716 Est. Cost $47.90 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $4,089 Shares 40,000 Est. Cost $9.82 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value ($000) $3,956 Shares 100,000 Est. Cost $48.33 Unrealized -17.9%
BMRN BIOMARIN PHARMACEUTICAL INC 0.3%
Value ($000) $3,928 Shares 47,620 Est. Cost $81.36 Unrealized 0.0%
ALLERGAN PLC 0.3%
Value ($000) $3,902 Shares 14,557 Est. Cost $311.42 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value ($000) $3,678 Shares 92,991 Est. Cost $48.33 Unrealized -17.9%
INTERCEPT PHARMACEUTICALS IN 0.3%
Value ($000) $3,473 Shares 27,038 Est. Cost $128.45 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.3%
Value ($000) $3,366 Shares 62,200 Est. Cost $46.29 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.2%
Value ($000) $2,706 Shares 50,000 Est. Cost $46.29 Unrealized 0.0%
ALDER BIOPHARMACEUTICALS INC 0.2%
Value ($000) $2,449 Shares 100,000 Est. Cost Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $1,694 Shares 23,529 Est. Cost $70.47 Unrealized -9.2%
ASHR DBX ETF TR 0.1%
Value ($000) $1,659 Shares 67,591 Est. Cost $24.54 Unrealized
EWZ ISHARES 0.1%
Value ($000) $1,624 Shares 61,739 Est. Cost $26.30 Unrealized
PORTOLA PHARMACEUTICALS INC 0.1%
Value ($000) $1,592 Shares 78,000 Est. Cost $48.73 Unrealized
TGS TRANSPORTADORA DE GAS SUR 0.1%
Value ($000) $1,517 Shares 259,706 Est. Cost $5.11 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,423 Shares 54,327 Est. Cost $26.19 Unrealized
RADIUS HEALTH INC 0.1%
Value ($000) $1,413 Shares 44,920 Est. Cost $31.46 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $714 Shares 28,050 Est. Cost $25.52 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $683 Shares 35,000 Est. Cost $32.42 Unrealized -46.1%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $543 Shares 10,512 Est. Cost $51.81 Unrealized
INOTEK PHARMACEUTICALS CORP 0.0%
Value ($000) $492 Shares 66,517 Est. Cost $9.41 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $390 Shares 15,650 Est. Cost $25.12 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $273 Shares 13,971 Est. Cost $32.42 Unrealized -46.1%
NATIONAL WESTMINSTER BK PLC 0.0%
Value ($000) $255 Shares 9,875 Est. Cost $25.88 Unrealized
VITAE PHARMACEUTICALS INC 0.0%
Value ($000) $224 Shares 33,777 Est. Cost $11.00 Unrealized
PORTOLA PHARMACEUTICALS INC 0.0%
Value ($000) $206 Shares 10,118 Est. Cost $48.73 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $129 Shares 5,049 Est. Cost $26.30 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $23 Shares 663 Est. Cost $34.69 Unrealized