ADAPT Investment Managers SA Hedge Fund

Location: Geneva, Switzerland

CIK: 0002029917 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 29, 2025

Total Value: $10.63B (100.0% shares, 0.0% debt)

Holdings (124)

NVDA NVIDIA CORPORATION 15.1%
Value $1.601B Shares 8,580,000 Est. Cost $140.25 Unrealized +24.3%
TSLA TESLA INC 12.0%
Value $1.281B Shares 2,880,000 Est. Cost $335.65 Unrealized +3.3%
HYG ISHARES TR 6.1%
Value $650M Shares 8,000,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 5.2%
Value $552M Shares 1,065,000 Est. Cost $405.08 Unrealized +25.6%
AAPL APPLE INC 5.1%
Value $547M Shares 2,150,000 Est. Cost $230.77 Unrealized -2.3%
AMD ADVANCED MICRO DEVICES INC 4.4%
Value $465M Shares 2,875,000 Est. Cost $161.38 Unrealized 0.0%
META META PLATFORMS INC 3.2%
Value $338M Shares 460,000 Est. Cost $691.46 Unrealized +7.5%
FXI ISHARES TR 3.1%
Value $329M Shares 8,000,200 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 2.8%
Value $293M Shares 1,750,000 Est. Cost $127.82 Unrealized 0.0%
AVGO BROADCOM INC 2.7%
Value $289M Shares 875,000 Est. Cost $233.34 Unrealized +31.0%
PLTR PALANTIR TECHNOLOGIES INC 2.1%
Value $228M Shares 1,250,000 Est. Cost $117.28 Unrealized +38.2%
COIN COINBASE GLOBAL INC 1.9%
Value $206M Shares 610,000 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 1.9%
Value $206M Shares 1,450,000 Est. Cost Unrealized
AMZN AMAZON COM INC 1.8%
Value $187M Shares 850,000 Est. Cost $212.05 Unrealized +6.7%
MRVL MARVELL TECHNOLOGY INC 1.7%
Value $177M Shares 2,100,000 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $128M Shares 683,698 Est. Cost $140.25 Unrealized +24.3%
AAPL APPLE INC 1.1%
Value $115M Shares 450,000 Est. Cost $230.77 Unrealized -2.3%
RBLX ROBLOX CORP 1.0%
Value $111M Shares 800,000 Est. Cost Unrealized
ZS ZSCALER INC 1.0%
Value $105M Shares 350,000 Est. Cost Unrealized
FXI ISHARES TR 1.0%
Value $103M Shares 2,500,000 Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.9%
Value $91.07M Shares 625,000 Est. Cost $86.52 Unrealized +48.8%
QCOM QUALCOMM INC 0.8%
Value $83.18M Shares 500,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $78.92M Shares 700,000 Est. Cost $109.70 Unrealized 0.0%
MSFT MICROSOFT CORP 0.7%
Value $77.69M Shares 150,000 Est. Cost $405.08 Unrealized +25.6%
AVGO BROADCOM INC 0.7%
Value $74.23M Shares 225,000 Est. Cost $233.34 Unrealized +31.0%
ROKU ROKU INC 0.7%
Value $70.09M Shares 700,000 Est. Cost Unrealized
ZS ZSCALER INC 0.6%
Value $59.93M Shares 200,000 Est. Cost Unrealized
OKTA OKTA INC 0.6%
Value $59.6M Shares 650,000 Est. Cost $93.37 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.5%
Value $55.12M Shares 300,000 Est. Cost $193.30 Unrealized 0.0%
XYZ BLOCK INC 0.5%
Value $54.2M Shares 750,000 Est. Cost $58.18 Unrealized +28.7%
INTC INTEL CORP 0.5%
Value $53.69M Shares 1,600,200 Est. Cost Unrealized
AVGO BROADCOM INC 0.5%
Value $52.78M Shares 159,996 Est. Cost $233.34 Unrealized +31.0%
MRVL MARVELL TECHNOLOGY INC 0.5%
Value $50.44M Shares 600,000 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value $50.2M Shares 300,000 Est. Cost $127.82 Unrealized 0.0%
ADSK AUTODESK INC 0.4%
Value $47.65M Shares 150,000 Est. Cost $304.73 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.4%
Value $46.07M Shares 225,000 Est. Cost Unrealized
C CITIGROUP INC 0.4%
Value $45.67M Shares 450,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $45.17M Shares 400,600 Est. Cost $109.70 Unrealized 0.0%
AMZN AMAZON COM INC 0.4%
Value $43.91M Shares 200,000 Est. Cost $212.05 Unrealized +6.7%
DELL DELL TECHNOLOGIES INC 0.4%
Value $42.53M Shares 300,000 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.4%
Value $42.19M Shares 125,000 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $41.04M Shares 225,000 Est. Cost $117.28 Unrealized +38.2%
TSLA TESLA INC 0.3%
Value $36.99M Shares 83,166 Est. Cost $335.65 Unrealized +3.3%
ANET ARISTA NETWORKS INC 0.3%
Value $36.43M Shares 250,000 Est. Cost $86.52 Unrealized +48.8%
META META PLATFORMS INC 0.3%
Value $34.23M Shares 46,616 Est. Cost $691.46 Unrealized +7.5%
INTU INTUIT 0.3%
Value $34.15M Shares 50,000 Est. Cost $719.44 Unrealized 0.0%
TTD THE TRADE DESK INC 0.3%
Value $33.33M Shares 680,000 Est. Cost $63.49 Unrealized -0.1%
QCOM QUALCOMM INC 0.3%
Value $33.27M Shares 200,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $32.36M Shares 200,000 Est. Cost $161.38 Unrealized 0.0%
ADSK AUTODESK INC 0.3%
Value $31.77M Shares 100,000 Est. Cost $304.73 Unrealized 0.0%
BAC BANK AMERICA CORP 0.3%
Value $30.95M Shares 600,000 Est. Cost $41.45 Unrealized +16.6%
MU MICRON TECHNOLOGY INC 0.3%
Value $30.75M Shares 183,771 Est. Cost $127.82 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.3%
Value $30.71M Shares 150,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.3%
Value $30.39M Shares 75,000 Est. Cost $389.16 Unrealized 0.0%
INTC INTEL CORP 0.3%
Value $30.2M Shares 900,000 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $29.89M Shares 160,200 Est. Cost $140.25 Unrealized +24.3%
LLY ELI LILLY & CO 0.3%
Value $28.61M Shares 37,500 Est. Cost $742.24 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.3%
Value $28.48M Shares 450,000 Est. Cost $63.30 Unrealized
AMGN AMGEN INC 0.3%
Value $28.22M Shares 100,000 Est. Cost Unrealized
AMGN AMGEN INC 0.3%
Value $28.22M Shares 100,000 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.3%
Value $27.43M Shares 600,000 Est. Cost Unrealized
M MACYS INC 0.3%
Value $26.89M Shares 1,500,000 Est. Cost Unrealized
TTD THE TRADE DESK INC 0.2%
Value $26.47M Shares 540,000 Est. Cost $63.49 Unrealized -0.1%
CCL CARNIVAL CORP 0.2%
Value $26.02M Shares 900,000 Est. Cost Unrealized
PFE PFIZER INC 0.2%
Value $25.48M Shares 1,000,100 Est. Cost Unrealized
LEN LENNAR CORP 0.2%
Value $25.21M Shares 200,000 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value $25.13M Shares 100,000 Est. Cost $244.20 Unrealized 0.0%
LOW LOWES COS INC 0.2%
Value $25.13M Shares 100,000 Est. Cost $244.20 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value $24.36M Shares 100,000 Est. Cost $187.13 Unrealized +12.2%
TXN TEXAS INSTRS INC 0.2%
Value $23.71M Shares 129,069 Est. Cost $193.30 Unrealized 0.0%
CCL CARNIVAL CORP 0.2%
Value $23.13M Shares 800,000 Est. Cost Unrealized
META META PLATFORMS INC 0.2%
Value $22.03M Shares 30,000 Est. Cost $691.46 Unrealized +7.5%
CSCO CISCO SYS INC 0.2%
Value $20.53M Shares 300,000 Est. Cost Unrealized
CSCO CISCO SYS INC 0.2%
Value $20.53M Shares 300,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.2%
Value $20.3M Shares 92,450 Est. Cost $212.05 Unrealized +6.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $19.78M Shares 450,000 Est. Cost Unrealized
LLY ELI LILLY & CO 0.2%
Value $19.07M Shares 25,000 Est. Cost $742.24 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.2%
Value $18.99M Shares 300,000 Est. Cost $63.30 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value $18.87M Shares 200,000 Est. Cost $107.01 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.2%
Value $18.87M Shares 200,000 Est. Cost $107.01 Unrealized 0.0%
MSFT MICROSOFT CORP 0.2%
Value $18.44M Shares 35,600 Est. Cost $405.08 Unrealized +25.6%
OKTA OKTA INC 0.2%
Value $18.34M Shares 200,000 Est. Cost $93.37 Unrealized 0.0%
TFC TRUIST FINL CORP 0.2%
Value $18.29M Shares 400,000 Est. Cost Unrealized
M MACYS INC 0.2%
Value $17.93M Shares 1,000,000 Est. Cost Unrealized
INTU INTUIT 0.2%
Value $17.07M Shares 25,000 Est. Cost $719.44 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value $15.69M Shares 400,000 Est. Cost $43.20 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value $15.22M Shares 150,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $15.19M Shares 37,500 Est. Cost $389.16 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value $14.5M Shares 300,100 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value $14.5M Shares 300,000 Est. Cost Unrealized
HUBS HUBSPOT INC 0.1%
Value $14.03M Shares 30,000 Est. Cost $547.05 Unrealized -8.0%
NKE NIKE INC 0.1%
Value $13.95M Shares 200,000 Est. Cost $73.79 Unrealized 0.0%
NKE NIKE INC 0.1%
Value $13.95M Shares 200,000 Est. Cost $73.79 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value $13.23M Shares 270,001 Est. Cost $63.49 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $13.19M Shares 300,000 Est. Cost Unrealized
PFE PFIZER INC 0.1%
Value $12.74M Shares 500,000 Est. Cost Unrealized
LEN LENNAR CORP 0.1%
Value $12.6M Shares 100,000 Est. Cost Unrealized
INTU INTUIT 0.1%
Value $12.57M Shares 18,413 Est. Cost $719.44 Unrealized 0.0%
HUBS HUBSPOT INC 0.1%
Value $12.5M Shares 26,726 Est. Cost $547.05 Unrealized -8.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value $11.77M Shares 300,000 Est. Cost $43.20 Unrealized 0.0%
HUBS HUBSPOT INC 0.1%
Value $11.7M Shares 25,000 Est. Cost $547.05 Unrealized -8.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $11.43M Shares 70,630 Est. Cost $161.38 Unrealized 0.0%
WMT WALMART INC 0.1%
Value $11.34M Shares 110,000 Est. Cost Unrealized
WMT WALMART INC 0.1%
Value $11.34M Shares 110,000 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.1%
Value $11.24M Shares 34,434 Est. Cost $326.36 Unrealized
XYZ BLOCK INC 0.1%
Value $8.977M Shares 124,219 Est. Cost $58.18 Unrealized +28.7%
TGT TARGET CORP 0.1%
Value $8.97M Shares 100,000 Est. Cost $96.73 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value $8.97M Shares 100,000 Est. Cost $96.73 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $7.766M Shares 24,000 Est. Cost Unrealized
LOW LOWES COS INC 0.1%
Value $7.16M Shares 28,492 Est. Cost $244.20 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $5.177M Shares 16,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $4.864M Shares 12,005 Est. Cost $389.16 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $4.593M Shares 25,000 Est. Cost $193.30 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value $4.489M Shares 114,453 Est. Cost $43.20 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value $4.468M Shares 49,812 Est. Cost $96.73 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $3.956M Shares 3,300 Est. Cost $122.05 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value $3.456M Shares 66,982 Est. Cost $41.45 Unrealized +16.6%
KRE SPDR SERIES TRUST 0.0%
Value $3.281M Shares 51,828 Est. Cost $63.30 Unrealized
ADSK AUTODESK INC 0.0%
Value $1.838M Shares 5,785 Est. Cost $304.73 Unrealized 0.0%
NKE NIKE INC 0.0%
Value $1.141M Shares 16,365 Est. Cost $73.79 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value $678K Shares 6,009 Est. Cost $109.70 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value $624K Shares 6,806 Est. Cost $93.37 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value $201K Shares 2,127 Est. Cost $107.01 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value $152K Shares 199 Est. Cost $742.24 Unrealized 0.0%