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Funds / Rokos Capital Management LLP
Institutional Fund

Rokos Capital Management LLP

London, United KingdomCIK 16663355 filings on record

Portfolio Value
$5.61B
Q1 2026
Holdings
126
Reported positions
New Buys
80
Opened this quarter
QoQ Change
-16.7%
from $6.73B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Alphabet Inc16.8%
  • Apple Inc6.8%
  • Nvidia Corporation5.8%
  • Meta Platforms Inc3.2%
  • Select Sector Spdr Tr2.7%
  • Invesco Exchange Traded Fd T2.4%
  • Other62.3%

Portfolio Holdings

126 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Alphabet Inc3.27M$941.17M16.8%826.3KReduced
2Apple Inc1.51M$383.90M6.8%+869.4KAdded
3Nvidia Corporation1.86M$323.90M5.8%+789.2KAdded
4Meta Platforms Inc309.3K$176.98M3.2%+100.8KAdded
5Select Sector Spdr Tr1.04M$151.89M2.7%621.4KReduced
6Invesco Exchange Traded Fd T701.8K$134.69M2.4%+701.8KNew
7Citigroup Inc1.06M$119.65M2.1%847Reduced
8Echostar Corp956.5K$111.98M2.0%+609.4KAdded
9Eqt Corp1.74M$110.72M2.0%0Held
10Rtx Corporation556.2K$107.27M1.9%+556.2KNew

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