ADAPT Investment Managers SA Hedge Fund

Location: Geneva, Switzerland

CIK: 0002029917 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $13.59B (100.0% shares, 0.0% debt)

Holdings (142)

NVDA NVIDIA CORPORATION 13.2%
Value $1.796B Shares 9,630,200 Est. Cost $140.25 Unrealized +32.7%
HYG ISHARES TR 9.5%
Value $1.29B Shares 16,000,000 Est. Cost Unrealized
TSLA TESLA INC 7.9%
Value $1.068B Shares 2,375,000 Est. Cost $335.65 Unrealized +32.1%
AMD ADVANCED MICRO DEVICES INC 5.6%
Value $766M Shares 3,575,000 Est. Cost $161.38 Unrealized +39.2%
AAPL APPLE INC 5.4%
Value $734M Shares 2,700,000 Est. Cost $268.34 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 4.2%
Value $576M Shares 4,000,000 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 3.2%
Value $428M Shares 1,500,000 Est. Cost $127.82 Unrealized +79.4%
META META PLATFORMS INC 2.6%
Value $350M Shares 530,000 Est. Cost $691.46 Unrealized -3.5%
FXI ISHARES TR 2.3%
Value $306M Shares 8,000,000 Est. Cost $38.29 Unrealized
AVGO BROADCOM INC 2.2%
Value $303M Shares 875,000 Est. Cost $233.34 Unrealized +53.0%
FXI ISHARES TR 2.0%
Value $268M Shares 7,000,000 Est. Cost $38.29 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.9%
Value $263M Shares 1,482,200 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.7%
Value $225M Shares 465,000 Est. Cost $470.97 Unrealized +6.3%
AMZN AMAZON COM INC 1.6%
Value $219M Shares 950,000 Est. Cost $219.55 Unrealized +4.2%
MRVL MARVELL TECHNOLOGY INC 1.6%
Value $217M Shares 2,550,000 Est. Cost $87.46 Unrealized 0.0%
ORCL ORACLE CORP 1.5%
Value $204M Shares 1,044,900 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 1.4%
Value $195M Shares 1,550,000 Est. Cost Unrealized
EEM ISHARES TR 1.2%
Value $164M Shares 3,000,000 Est. Cost Unrealized
AAPL APPLE INC 1.1%
Value $152M Shares 560,000 Est. Cost $268.34 Unrealized 0.0%
COIN COINBASE GLOBAL INC 1.0%
Value $138M Shares 610,000 Est. Cost $297.98 Unrealized 0.0%
AVGO BROADCOM INC 1.0%
Value $130M Shares 375,000 Est. Cost $233.34 Unrealized +53.0%
XOM EXXON MOBIL CORP 0.8%
Value $108M Shares 900,000 Est. Cost $109.70 Unrealized +5.3%
TXN TEXAS INSTRS INC 0.8%
Value $104M Shares 600,300 Est. Cost $193.30 Unrealized -11.7%
TFC TRUIST FINL CORP 0.7%
Value $93.5M Shares 1,900,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.7%
Value $92.33M Shares 400,000 Est. Cost $219.55 Unrealized +4.2%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value $88.86M Shares 300,000 Est. Cost Unrealized
AMGN AMGEN INC 0.6%
Value $81.83M Shares 250,000 Est. Cost Unrealized
GOOG ALPHABET INC 0.6%
Value $78.45M Shares 250,000 Est. Cost $187.13 Unrealized +53.0%
ROKU ROKU INC 0.6%
Value $75.94M Shares 700,000 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.5%
Value $74.25M Shares 1,350,000 Est. Cost $41.45 Unrealized +27.1%
TXN TEXAS INSTRS INC 0.5%
Value $73.73M Shares 425,000 Est. Cost $193.30 Unrealized -11.7%
XOM EXXON MOBIL CORP 0.5%
Value $72.28M Shares 600,600 Est. Cost $109.70 Unrealized +5.3%
RBLX ROBLOX CORP 0.5%
Value $64.82M Shares 800,000 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.5%
Value $64.19M Shares 375,000 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value $60.95M Shares 1,200,000 Est. Cost $43.20 Unrealized +0.3%
KRE SPDR SERIES TRUST 0.4%
Value $58.33M Shares 900,000 Est. Cost $63.30 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value $56.64M Shares 100,000 Est. Cost Unrealized
ZS ZSCALER INC 0.4%
Value $56.23M Shares 250,000 Est. Cost $282.25 Unrealized 0.0%
OKTA OKTA INC 0.4%
Value $56.21M Shares 650,000 Est. Cost $87.83 Unrealized -0.6%
MSFT MICROSOFT CORP 0.4%
Value $55.53M Shares 114,825 Est. Cost $470.97 Unrealized +6.3%
GLD SPDR GOLD TR 0.4%
Value $55.44M Shares 139,900 Est. Cost $396.31 Unrealized
INTC INTEL CORP 0.4%
Value $55.36M Shares 1,500,200 Est. Cost Unrealized
C CITIGROUP INC 0.4%
Value $52.51M Shares 450,000 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.4%
Value $51.76M Shares 795,200 Est. Cost Unrealized
XYZ BLOCK INC 0.4%
Value $48.82M Shares 750,000 Est. Cost $58.18 Unrealized +18.6%
ADSK AUTODESK INC 0.3%
Value $44.4M Shares 150,000 Est. Cost $302.78 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $42.77M Shares 1,050,000 Est. Cost $40.48 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.3%
Value $42.58M Shares 325,000 Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $42.49M Shares 500,000 Est. Cost $87.46 Unrealized 0.0%
BAC BANK AMERICA CORP 0.3%
Value $41.25M Shares 750,000 Est. Cost $41.45 Unrealized +27.1%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $40.63M Shares 228,600 Est. Cost Unrealized
LLY ELI LILLY & CO 0.3%
Value $40.3M Shares 37,500 Est. Cost $742.24 Unrealized +28.7%
SMH VANECK ETF TRUST 0.3%
Value $39.34M Shares 109,241 Est. Cost $349.49 Unrealized
ORCL ORACLE CORP 0.3%
Value $38.98M Shares 200,000 Est. Cost Unrealized
KRE SPDR SERIES TRUST 0.3%
Value $38.89M Shares 600,000 Est. Cost $63.30 Unrealized
AMZN AMAZON COM INC 0.3%
Value $38.67M Shares 167,550 Est. Cost $219.55 Unrealized +4.2%
CCL CARNIVAL CORP 0.3%
Value $38.17M Shares 1,250,000 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.3%
Value $37.76M Shares 300,000 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value $37.11M Shares 570,200 Est. Cost Unrealized
RTX RTX CORPORATION 0.3%
Value $36.68M Shares 200,000 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.3%
Value $35.55M Shares 700,000 Est. Cost $43.20 Unrealized +0.3%
AVGO BROADCOM INC 0.3%
Value $35.53M Shares 102,652 Est. Cost $233.34 Unrealized +53.0%
QCOM QUALCOMM INC 0.3%
Value $34.21M Shares 200,000 Est. Cost Unrealized
INTU INTUIT 0.2%
Value $33.12M Shares 50,000 Est. Cost $699.29 Unrealized -5.5%
M MACYS INC 0.2%
Value $33.08M Shares 1,500,000 Est. Cost Unrealized
AMGN AMGEN INC 0.2%
Value $32.73M Shares 100,000 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $29.88M Shares 160,200 Est. Cost $140.25 Unrealized +32.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $29.76M Shares 300,000 Est. Cost Unrealized
ADSK AUTODESK INC 0.2%
Value $29.6M Shares 100,000 Est. Cost $302.78 Unrealized -0.1%
TFC TRUIST FINL CORP 0.2%
Value $29.53M Shares 600,000 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $28.32M Shares 50,000 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value $28.27M Shares 125,000 Est. Cost $297.98 Unrealized 0.0%
DDOG DATADOG INC 0.2%
Value $27.2M Shares 200,000 Est. Cost $158.02 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.2%
Value $27.12M Shares 100,000 Est. Cost $250.62 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value $26.87M Shares 25,000 Est. Cost $742.24 Unrealized +28.7%
F FORD MTR CO 0.2%
Value $26.24M Shares 2,000,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.2%
Value $25.81M Shares 75,000 Est. Cost $369.47 Unrealized -1.3%
AMAT APPLIED MATLS INC 0.2%
Value $25.7M Shares 100,000 Est. Cost $239.49 Unrealized 0.0%
ZS ZSCALER INC 0.2%
Value $25.28M Shares 112,413 Est. Cost $282.25 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value $24.9M Shares 1,000,100 Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.2%
Value $24.6M Shares 200,000 Est. Cost $107.01 Unrealized +0.1%
DLTR DOLLAR TREE INC 0.2%
Value $24.6M Shares 200,000 Est. Cost $107.01 Unrealized +0.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $24.44M Shares 600,000 Est. Cost $40.48 Unrealized 0.0%
CCL CARNIVAL CORP 0.2%
Value $24.43M Shares 800,000 Est. Cost Unrealized
GM GENERAL MTRS CO 0.2%
Value $24.4M Shares 300,000 Est. Cost Unrealized
GM GENERAL MTRS CO 0.2%
Value $24.4M Shares 300,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.2%
Value $24.18M Shares 50,000 Est. Cost $470.97 Unrealized +6.3%
LOW LOWES COS INC 0.2%
Value $24.12M Shares 100,000 Est. Cost $241.94 Unrealized -0.9%
LOW LOWES COS INC 0.2%
Value $24.12M Shares 100,000 Est. Cost $241.94 Unrealized -0.9%
NEE NEXTERA ENERGY INC 0.2%
Value $24.08M Shares 300,000 Est. Cost $82.50 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.2%
Value $23.71M Shares 104,840 Est. Cost $297.98 Unrealized 0.0%
ZS ZSCALER INC 0.2%
Value $22.49M Shares 100,000 Est. Cost $282.25 Unrealized 0.0%
M MACYS INC 0.2%
Value $22.05M Shares 1,000,000 Est. Cost Unrealized
DDOG DATADOG INC 0.2%
Value $21.77M Shares 160,121 Est. Cost $158.02 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $21.42M Shares 100,000 Est. Cost $161.38 Unrealized +39.2%
HD HOME DEPOT INC 0.2%
Value $20.81M Shares 60,470 Est. Cost $369.47 Unrealized -1.3%
LEN LENNAR CORP 0.2%
Value $20.56M Shares 200,000 Est. Cost $120.70 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $19.84M Shares 200,000 Est. Cost Unrealized
META META PLATFORMS INC 0.1%
Value $19.8M Shares 30,000 Est. Cost $691.46 Unrealized -3.5%
NVDA NVIDIA CORPORATION 0.1%
Value $19.22M Shares 103,032 Est. Cost $140.25 Unrealized +32.7%
INTU INTUIT 0.1%
Value $18.56M Shares 28,023 Est. Cost $699.29 Unrealized -5.5%
INTC INTEL CORP 0.1%
Value $18.45M Shares 500,000 Est. Cost Unrealized
RTX RTX CORPORATION 0.1%
Value $18.34M Shares 100,000 Est. Cost Unrealized
FXI ISHARES TR 0.1%
Value $17.75M Shares 463,524 Est. Cost $38.29 Unrealized
C CITIGROUP INC 0.1%
Value $17.5M Shares 150,000 Est. Cost Unrealized
OKTA OKTA INC 0.1%
Value $17.29M Shares 200,000 Est. Cost $87.83 Unrealized -0.6%
QCOM QUALCOMM INC 0.1%
Value $17.11M Shares 100,000 Est. Cost Unrealized
INTU INTUIT 0.1%
Value $16.56M Shares 25,000 Est. Cost $699.29 Unrealized -5.5%
ADSK AUTODESK INC 0.1%
Value $16.47M Shares 55,648 Est. Cost $302.78 Unrealized -0.1%
NEE NEXTERA ENERGY INC 0.1%
Value $16.06M Shares 200,000 Est. Cost $82.50 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value $16.01M Shares 300,100 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value $16.01M Shares 300,000 Est. Cost Unrealized
TSLA TESLA INC 0.1%
Value $15.08M Shares 33,530 Est. Cost $335.65 Unrealized +32.1%
LOW LOWES COS INC 0.1%
Value $14.22M Shares 58,970 Est. Cost $241.94 Unrealized -0.9%
DDOG DATADOG INC 0.1%
Value $13.6M Shares 100,000 Est. Cost $158.02 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value $13.56M Shares 50,000 Est. Cost $250.62 Unrealized 0.0%
F FORD MTR CO 0.1%
Value $13.12M Shares 1,000,000 Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $13.1M Shares 100,000 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value $12.9M Shares 37,500 Est. Cost $369.47 Unrealized -1.3%
NKE NIKE INC 0.1%
Value $12.74M Shares 200,000 Est. Cost $66.21 Unrealized -2.0%
NKE NIKE INC 0.1%
Value $12.74M Shares 200,000 Est. Cost $66.21 Unrealized -2.0%
PFE PFIZER INC 0.1%
Value $12.45M Shares 500,000 Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value $12.34M Shares 45,400 Est. Cost $268.34 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value $11.73M Shares 114,143 Est. Cost $120.70 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value $11.39M Shares 300,000 Est. Cost $63.49 Unrealized -30.2%
LEN LENNAR CORP 0.1%
Value $10.28M Shares 100,000 Est. Cost $120.70 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value $9.545M Shares 14,460 Est. Cost $691.46 Unrealized -3.5%
TTD THE TRADE DESK INC 0.1%
Value $8.026M Shares 211,437 Est. Cost $63.49 Unrealized -30.2%
TTD THE TRADE DESK INC 0.1%
Value $7.592M Shares 200,000 Est. Cost $63.49 Unrealized -30.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $7.298M Shares 200,000 Est. Cost Unrealized
NKE NIKE INC 0.1%
Value $7.085M Shares 111,213 Est. Cost $66.21 Unrealized -2.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $6.694M Shares 24,000 Est. Cost Unrealized
OKTA OKTA INC 0.0%
Value $6.381M Shares 73,789 Est. Cost $87.83 Unrealized -0.6%
XYZ BLOCK INC 0.0%
Value $6.321M Shares 97,114 Est. Cost $58.18 Unrealized +18.6%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $5.473M Shares 150,000 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $4.463M Shares 16,000 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $4.457M Shares 16,435 Est. Cost $250.62 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $4.075M Shares 47,955 Est. Cost $87.46 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $3.094M Shares 33,000 Est. Cost $109.23 Unrealized -1.3%
AMAT APPLIED MATLS INC 0.0%
Value $2.615M Shares 10,177 Est. Cost $239.49 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $1.489M Shares 36,555 Est. Cost $40.48 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value $145K Shares 1,801 Est. Cost $82.50 Unrealized 0.0%