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Funds / One River Asset Management, LLC
Institutional Fund

One River Asset Management, LLC

Stamford, CTCIK 16163365 filings on record

Portfolio Value
$29.37M
Q1 2026
Holdings
77
Reported positions
New Buys
33
Opened this quarter
QoQ Change
-73.9%
from $112.66M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Microsoft Corp12.8%
  • Apple Inc8.9%
  • Nvidia Corporation8.1%
  • Booking Holdings Inc6.4%
  • Meta Platforms Inc5.0%
  • Amazon Com Inc4.1%
  • Other54.6%

Portfolio Holdings

77 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Microsoft Corp10.2K$3.77M12.8%19.4KReduced
2Apple Inc10.3K$2.62M8.9%+6.3KAdded
3Nvidia Corporation13.6K$2.38M8.1%534Reduced
4Booking Holdings Inc447$1.88M6.4%+442Added
5Meta Platforms Inc2.6K$1.48M5.0%+1.2KAdded
6Amazon Com Inc5.8K$1.20M4.1%+5.1KAdded
7Alphabet Inc4.0K$1.14M3.9%+4.0KNew
8Broadcom Inc3.3K$1.02M3.5%+1.5KAdded
9Tesla Inc2.7K$994.8K3.4%+1.7KAdded
10Alphabet Inc3.3K$935.2K3.2%+3.3KNew

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