One River Asset Management, LLC Hedge Fund

CIK: 0001616336 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $649,999 (100.0% shares, 0.0% debt)

Holdings (83)

MSFT MICROSOFT CORP 10.5%
Value ($000) $68,471 Shares 182,400 Est. Cost $408.52 Unrealized -0.8%
AMD ADVANCED MICRO DEVICES INC 9.5%
Value ($000) $61,808 Shares 601,600 Est. Cost $143.89 Unrealized -22.7%
CVX CHEVRON CORP NEW 5.1%
Value ($000) $33,207 Shares 198,500 Est. Cost Unrealized
CVX CHEVRON CORP NEW 5.1%
Value ($000) $32,839 Shares 196,300 Est. Cost Unrealized
GOOG ALPHABET INC 4.7%
Value ($000) $30,699 Shares 196,500 Est. Cost $170.99 Unrealized +6.7%
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $26,124 Shares 46,700 Est. Cost Unrealized
XYZ BLOCK INC 3.9%
Value ($000) $25,421 Shares 467,900 Est. Cost $78.35 Unrealized -4.7%
PANW PALO ALTO NETWORKS INC 3.3%
Value ($000) $21,364 Shares 125,200 Est. Cost $184.64 Unrealized +0.2%
AMZN AMAZON COM INC 2.8%
Value ($000) $18,474 Shares 97,100 Est. Cost $208.25 Unrealized +4.2%
PANW PALO ALTO NETWORKS INC 2.4%
Value ($000) $15,870 Shares 93,000 Est. Cost $184.64 Unrealized +0.2%
CAT CATERPILLAR INC 2.4%
Value ($000) $15,303 Shares 46,400 Est. Cost $381.74 Unrealized -7.8%
AMD ADVANCED MICRO DEVICES INC 2.3%
Value ($000) $14,949 Shares 145,500 Est. Cost $143.89 Unrealized -22.7%
META META PLATFORMS INC 2.3%
Value ($000) $14,928 Shares 25,900 Est. Cost $483.31 Unrealized +33.1%
CAT CATERPILLAR INC 2.2%
Value ($000) $14,313 Shares 43,400 Est. Cost $381.74 Unrealized -7.8%
GOOG ALPHABET INC 2.1%
Value ($000) $13,811 Shares 88,400 Est. Cost $170.99 Unrealized +6.7%
AVGO BROADCOM INC 2.0%
Value ($000) $13,076 Shares 78,100 Est. Cost $182.87 Unrealized +14.7%
MSFT MICROSOFT CORP 2.0%
Value ($000) $12,876 Shares 34,300 Est. Cost $408.52 Unrealized -0.8%
AMZN AMAZON COM INC 2.0%
Value ($000) $12,709 Shares 66,800 Est. Cost $208.25 Unrealized +4.2%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $10,942 Shares 92,000 Est. Cost $112.05 Unrealized -4.3%
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $9,690 Shares 148,500 Est. Cost $78.65 Unrealized -1.2%
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $9,601 Shares 46,500 Est. Cost $225.10 Unrealized
BKNG BOOKING HOLDINGS INC 1.3%
Value ($000) $8,753 Shares 1,900 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $7,765 Shares 17,825 Est. Cost $408.52 Unrealized -0.8%
GOOGL ALPHABET INC 1.2%
Value ($000) $7,765 Shares 49,700 Est. Cost $153.20 Unrealized +17.9%
GOOGL ALPHABET INC 1.2%
Value ($000) $7,702 Shares 49,300 Est. Cost $153.20 Unrealized +17.9%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $7,261 Shares 67,000 Est. Cost $137.79 Unrealized -8.0%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $7,000 Shares 33,900 Est. Cost $225.10 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $6,991 Shares 64,500 Est. Cost $137.79 Unrealized -8.0%
CCL CARNIVAL CORP 1.0%
Value ($000) $6,293 Shares 322,200 Est. Cost $23.78 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $6,203 Shares 36,400 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $6,203 Shares 36,400 Est. Cost Unrealized
CCL CARNIVAL CORP 1.0%
Value ($000) $6,181 Shares 316,500 Est. Cost $23.78 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $5,989 Shares 1,300 Est. Cost Unrealized
INTC INTEL CORP 0.9%
Value ($000) $5,780 Shares 254,500 Est. Cost $28.20 Unrealized -22.4%
AVGO BROADCOM INC 0.8%
Value ($000) $5,023 Shares 30,000 Est. Cost $182.87 Unrealized +14.7%
BABA ALIBABA GROUP HLDG LTD 0.8%
Value ($000) $4,893 Shares 37,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $4,455 Shares 9,500 Est. Cost $464.01 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $4,455 Shares 9,500 Est. Cost $464.01 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $4,354 Shares 19,600 Est. Cost $193.65 Unrealized +19.2%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,932 Shares 18,885 Est. Cost $208.25 Unrealized +4.2%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,865 Shares 32,500 Est. Cost $112.05 Unrealized -4.3%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $3,287 Shares 16,300 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $3,287 Shares 16,300 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,122 Shares 15,129 Est. Cost $225.10 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $3,109 Shares 14,700 Est. Cost $209.21 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $3,109 Shares 14,700 Est. Cost $209.21 Unrealized
V VISA INC 0.4%
Value ($000) $2,652 Shares 7,580 Est. Cost $336.32 Unrealized 0.0%
AAPL APPLE INC 0.4%
Value ($000) $2,443 Shares 11,000 Est. Cost $193.65 Unrealized +19.2%
INTC INTEL CORP 0.3%
Value ($000) $2,271 Shares 100,000 Est. Cost $28.20 Unrealized -22.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $2,138 Shares 3,900 Est. Cost Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $2,069 Shares 14,800 Est. Cost Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,789 Shares 70,600 Est. Cost $24.71 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,637 Shares 13,812 Est. Cost $112.05 Unrealized -4.3%
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $1,557 Shares 5,400 Est. Cost Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,536 Shares 60,600 Est. Cost $24.71 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,435 Shares 28,800 Est. Cost $43.92 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,396 Shares 28,370 Est. Cost $43.92 Unrealized
KWEB KRANESHARES TRUST 0.2%
Value ($000) $1,379 Shares 39,500 Est. Cost Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,343 Shares 7,507 Est. Cost $170.99 Unrealized +6.7%
AMGN AMGEN INC 0.2%
Value ($000) $1,314 Shares 4,210 Est. Cost $286.46 Unrealized +0.3%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,310 Shares 12,414 Est. Cost $143.89 Unrealized -22.7%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,254 Shares 15,900 Est. Cost $80.42 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,058 Shares 8,000 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,049 Shares 8,000 Est. Cost $131.92 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,027 Shares 5,200 Est. Cost $225.94 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $969 Shares 8,835 Est. Cost $137.79 Unrealized -8.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $944 Shares 7,200 Est. Cost $131.92 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $922 Shares 1,600 Est. Cost $483.31 Unrealized +33.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $603 Shares 1,100 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $393 Shares 1,880 Est. Cost $209.21 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $361 Shares 4,486 Est. Cost $78.11 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $359 Shares 4,400 Est. Cost $78.11 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $355 Shares 3,600 Est. Cost $106.29 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $284 Shares 10,000 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $270 Shares 13,599 Est. Cost $23.78 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $183 Shares 2,800 Est. Cost $78.65 Unrealized -1.2%
PFE PFIZER INC 0.0%
Value ($000) $140 Shares 5,554 Est. Cost $24.71 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $120 Shares 2,400 Est. Cost $43.92 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $76 Shares 226 Est. Cost $381.74 Unrealized -7.8%
AAPL APPLE INC 0.0%
Value ($000) $73 Shares 334 Est. Cost $193.65 Unrealized +19.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 335 Est. Cost $80.42 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $184.64 Unrealized +0.2%
GOOGL ALPHABET INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $153.20 Unrealized +17.9%