ADAPT Investment Managers SA Hedge Fund

Location: Geneva, Switzerland

CIK: 0002029917 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value: $2.926B (100.0% shares, 0.0% debt)

Holdings (60)

HYG ISHARES TR 16.2%
Value $473M Shares 6,000,000 Est. Cost Unrealized
IEF ISHARES TR 9.8%
Value $286M Shares 3,000,000 Est. Cost Unrealized
FXI ISHARES TR 6.1%
Value $179M Shares 5,000,000 Est. Cost $31.28 Unrealized
ADBE ADOBE INC 5.2%
Value $153M Shares 400,000 Est. Cost $429.97 Unrealized -0.3%
NVDA NVIDIA CORPORATION 3.3%
Value $97.54M Shares 900,000 Est. Cost $126.77 Unrealized -0.0%
AAPL APPLE INC 3.0%
Value $88.85M Shares 400,000 Est. Cost $230.77 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 2.7%
Value $79.62M Shares 775,000 Est. Cost $111.19 Unrealized 0.0%
AAPL APPLE INC 2.7%
Value $77.75M Shares 350,000 Est. Cost $230.77 Unrealized 0.0%
ADBE ADOBE INC 2.6%
Value $76.71M Shares 200,000 Est. Cost $429.97 Unrealized -0.3%
GOOG ALPHABET INC 2.2%
Value $62.92M Shares 402,715 Est. Cost $182.46 Unrealized 0.0%
AAPL APPLE INC 2.0%
Value $57.06M Shares 256,892 Est. Cost $230.77 Unrealized 0.0%
EWZ ISHARES INC 1.8%
Value $51.7M Shares 2,000,000 Est. Cost $22.56 Unrealized
ADBE ADOBE INC 1.7%
Value $51.14M Shares 133,349 Est. Cost $429.97 Unrealized -0.3%
AMD ADVANCED MICRO DEVICES INC 1.7%
Value $48.8M Shares 475,000 Est. Cost $111.19 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.7%
Value $48.77M Shares 450,000 Est. Cost $126.77 Unrealized -0.0%
INTC INTEL CORP 1.6%
Value $47.69M Shares 2,100,000 Est. Cost $21.88 Unrealized 0.0%
GOOG ALPHABET INC 1.6%
Value $46.87M Shares 300,000 Est. Cost $182.46 Unrealized 0.0%
OKTA OKTA INC 1.6%
Value $45.42M Shares 431,700 Est. Cost Unrealized
FXI ISHARES TR 1.5%
Value $42.63M Shares 1,189,398 Est. Cost $31.28 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value $42M Shares 387,522 Est. Cost $126.77 Unrealized -0.0%
ABBV ABBVIE INC 1.4%
Value $41.9M Shares 200,000 Est. Cost Unrealized
ABBV ABBVIE INC 1.4%
Value $41.9M Shares 200,000 Est. Cost Unrealized
AMZN AMAZON COM INC 1.3%
Value $38.05M Shares 200,000 Est. Cost $217.00 Unrealized 0.0%
AMZN AMAZON COM INC 1.3%
Value $38.05M Shares 200,000 Est. Cost $217.00 Unrealized 0.0%
MSFT MICROSOFT CORP 1.3%
Value $37.24M Shares 99,200 Est. Cost $405.08 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 1.3%
Value $36.94M Shares 600,000 Est. Cost $96.69 Unrealized 0.0%
AVGO BROADCOM INC 1.1%
Value $33.49M Shares 200,000 Est. Cost $182.87 Unrealized +14.7%
AVGO BROADCOM INC 1.1%
Value $33.49M Shares 200,000 Est. Cost $182.87 Unrealized +14.7%
BAC BANK AMERICA CORP 1.1%
Value $31.3M Shares 750,000 Est. Cost $42.83 Unrealized +1.9%
BAC BANK AMERICA CORP 1.1%
Value $31.3M Shares 750,000 Est. Cost $42.83 Unrealized +1.9%
DELL DELL TECHNOLOGIES INC 0.9%
Value $27.34M Shares 300,000 Est. Cost $104.22 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.9%
Value $27.34M Shares 300,000 Est. Cost $104.22 Unrealized 0.0%
OKTA OKTA INC 0.9%
Value $26.3M Shares 250,000 Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.8%
Value $24.63M Shares 400,000 Est. Cost $96.69 Unrealized 0.0%
EBAY EBAY INC. 0.8%
Value $23.71M Shares 350,000 Est. Cost Unrealized
EBAY EBAY INC. 0.8%
Value $23.71M Shares 350,000 Est. Cost Unrealized
INTC INTEL CORP 0.8%
Value $22.71M Shares 1,000,000 Est. Cost $21.88 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.7%
Value $20.77M Shares 337,303 Est. Cost $96.69 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.7%
Value $20.66M Shares 123,500 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.7%
Value $20.66M Shares 123,500 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value $18.92M Shares 20,000 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value $18.92M Shares 20,000 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.6%
Value $17.97M Shares 100,000 Est. Cost $182.23 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.6%
Value $17.97M Shares 100,000 Est. Cost $182.23 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value $17.84M Shares 150,000 Est. Cost $112.36 Unrealized -4.6%
XOM EXXON MOBIL CORP 0.6%
Value $17.84M Shares 150,000 Est. Cost $112.36 Unrealized -4.6%
MU MICRON TECHNOLOGY INC 0.6%
Value $17.38M Shares 200,000 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value $17.38M Shares 200,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.6%
Value $16.48M Shares 86,604 Est. Cost $217.00 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $14.32M Shares 139,422 Est. Cost $111.19 Unrealized 0.0%
META META PLATFORMS INC 0.5%
Value $14.27M Shares 24,761 Est. Cost $643.25 Unrealized 0.0%
EWZ ISHARES INC 0.5%
Value $14.02M Shares 542,176 Est. Cost $22.56 Unrealized
AVGO BROADCOM INC 0.5%
Value $13.77M Shares 82,268 Est. Cost $182.87 Unrealized +14.7%
ADSK AUTODESK INC 0.4%
Value $11M Shares 42,000 Est. Cost $284.54 Unrealized -0.0%
ADSK AUTODESK INC 0.4%
Value $11M Shares 42,000 Est. Cost $284.54 Unrealized -0.0%
ADSK AUTODESK INC 0.3%
Value $10.21M Shares 39,000 Est. Cost $284.54 Unrealized -0.0%
TSLA TESLA INC 0.3%
Value $8.228M Shares 31,750 Est. Cost $333.26 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.2%
Value $5.417M Shares 59,430 Est. Cost $104.22 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value $3.919M Shares 21,811 Est. Cost $182.23 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value $64,610 Shares 2,845 Est. Cost $21.88 Unrealized 0.0%