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Fny Investment Advisers, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1742998) · Explore on the interactive board

Fny Investment Advisers, LLC disclosed 833 US equity positions worth $276.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 8, 2026). Its largest position is NUVALENT CL A ORD at 4.9% of the reported book, followed by NEE, CODERE ONLINE LUXEMBOURG ORD. The top ten holdings are 21.7% of the book, and the portfolio behaves like about 108 equal-weight positions. Versus the prior filing it opened 276 new positions, added to 130, reduced 168 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$276.5mreported US equity book
833positions
4.9%largest position
21.7%top 10 weight
108.43effective positions (1/HHI)
2quarters on file since Q1 2026

What does Fny Investment Advisers, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 276 new, 130 added, 168 reduced, 25 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 NUVALENT CL A ORD 4.9%$13.5m108,951 new
2 NEE NEXTERA ENERGY ORD Utilities 3.4%$9.5m108,000 new
3 CODERE ONLINE LUXEMBOURG ORD 2.3%$6.2m652,116 -32% reduced
4 CNI CANADIAN NATIONAL RAILWAY ORD Industrials 1.9%$5.2m43,300 new
5 PM PHILIP MORRIS INTERNATIONAL ORD Consumer Defensive 1.8%$5.0m27,690 new
6 SA SEABRIDGE GOLD ORD 1.8%$5.0m194,285 new
7 SNDK SANDISK ORD Technology 1.6%$4.3m1,896 new
8 FUTURECREST ACQUISITION UNT 1.4%$3.9m377,530 -0% held
9 NVDA NVIDIA ORD Technology 1.4%$3.8m19,143 183% added
10 ARCHIMEDES TECH SPAC PARTNERS II ORD 1.3%$3.5m327,200 new
11 FNV FRANCO NEVADA ORD Basic Materials 1.2%$3.4m16,457 new
12 SPRING VALEY ACQUISTION III CL A ORD 1.2%$3.3m325,270 39% added
13 NSC NORFOLK SOUTHERN ORD Industrials 1.2%$3.2m10,290 -9% reduced
14 D BORAL ARC ACQUISITION I CL A ORD 1.1%$3.0m288,889 219% added
15 BA BOEING ORD Industrials 1.0%$2.8m13,132 34% added
16 AZN ASTRAZENECA CVR Healthcare 1.0%$2.8m200 0% held
17 COPPER PPTY CTL PASS THRU ORD 1.0%$2.7m250,000 -3% reduced
18 8HH AVANOS MEDICAL ORD 0.9%$2.6m103,500 new
19 PROCAP ACQUISITION CL A ORD 0.8%$2.2m208,930 40% added
20 KVUE KENVUE ORD Consumer Defensive 0.8%$2.1m111,350 -4% reduced
21 FDRL NTNL MRTGG ASCTN SRS O PRF 0.8%$2.1m120,562 0% held
22 DELL DELL TECHNOLOGIES CL C ORD Technology 0.8%$2.1m4,885 48750% added
23 ASTS AST SPACEMOBILE CL A ORD Technology 0.8%$2.1m23,602 403% added
24 AUR AURORA INNOVATION CL A ORD Consumer Cyclical 0.7%$2.0m298,497 20% added
25 SPYI NEOS S AND P 500 HIGH INCOME ETF 0.7%$2.0m37,000 new
26 MU MICRON TECHNOLOGY ORD Technology 0.7%$2.0m1,699 3298% added
27 IMXI INTERNATIONAL MONEY EXPRESS ORD Technology 0.7%$1.9m135,000 new
28 GNSS GENASYS ORD 0.7%$1.9m1,145,726 70% added
29 BLEICHROEDER ACQUISITN II CL A ORD 0.7%$1.9m187,620 26703% added
30 WBD WARNER BROS. DISCOVERY SRS A ORD Communication Services 0.7%$1.8m69,250 -35% reduced
31 PERCEPTIVE CAPITAL SOLUTION CL A ORD 0.6%$1.7m160,465 145% added
32 LRCX LAM RESEARCH ORD Technology 0.6%$1.7m4,000 new
33 KINS KINGSTONE COMPANIES ORD Financial Services 0.6%$1.7m89,011 -20% reduced
34 LLY ELI LILLY ORD Healthcare 0.6%$1.7m1,393 -13% reduced
35 EA ELECTRONIC ARTS ORD Communication Services 0.6%$1.6m8,010 291% added
36 ZM ZOOM COMMUNICATIONS CL A ORD Technology 0.6%$1.6m18,603 new
37 AMZN AMAZON COM ORD Consumer Cyclical 0.6%$1.6m6,720 288% added
38 FUTURECREST ACQUISITION CL A ORD 0.6%$1.5m150,045 1% added
39 AES THE AES CORPORATION Utilities 0.5%$1.5m100,100 49950% added
40 CHURCHILL CAPITAL XI CL A ORD 0.5%$1.5m83,941 new
41 SPARK I ACQUISITION CL A ORD 0.5%$1.5m116,031 new
42 AMD ADVANCED MICRO DEVICES ORD Technology 0.5%$1.5m2,500 -63% reduced
43 AVGO BROADCOM ORD Technology 0.5%$1.4m3,797 178% added
44 TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.5%$1.4m16,580 -45% reduced
45 SYNA SYNAPTICS ORD Technology 0.5%$1.4m11,500 new
46 JD JD.COM ADR REP 2 CL A ORD Consumer Cyclical 0.5%$1.4m55,400 new
47 SNOW SNOWFLAKE ORD Technology 0.5%$1.4m5,500 new
48 LQDA LIQUIDIA ORD Healthcare 0.5%$1.4m17,500 new
49 NFG NATL FUEL GAS ORD Energy 0.5%$1.4m17,500 new
50 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.5%$1.3m50,300 -1% reduced

What did Fny Investment Advisers, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
SEALED AIR ORD7.7%$6.4m
CWAN CLEARWATER ANALYTICS HOLDIN CL A ORD6.1%$5.0m
FOA FONAR ORD5.6%$4.7m
WIX WIX.COM ORD5.4%$4.5m
DE DEERE ORD5.1%$4.3m
AM6 AMICUS THERAPEUTICS ORD4.8%$4.0m
CME CME GROUP CL A ORD4.5%$3.7m
SA SEABRIDGE GOLD ORD4.4%$3.7m
WILLOW LANE ACQUISITION CL A ORD3.7%$3.1m
430 TERNS PHARMACEUTICALS ORD3.6%$3.0m
SKYWATER TECHNOLOGY ORD3.3%$2.7m
APLSUSD APELLIS PHARMACEUTICALS INC3.0%$2.5m
ASML ASML HOLDING ADR REP ORD2.5%$2.0m
RF ACQUISITION III UNT2.4%$2.0m
RACE FERRARI ORD2.0%$1.7m
MCD MCDONALD'S ORD2.0%$1.6m
AZN ASTRAZENECA ORD1.7%$1.4m
TTEN TOTALENERGIES ORD1.7%$1.4m
AIR LEASE CL A ORD1.7%$1.4m
BP BP ADR EACH REPSTNG SIX ORD1.4%$1.1m
PEP PEPSICO ORD1.3%$1.1m
RANGE GLOBAL COAL INDEX ETF1.2%$1.0m
APTV APTIV ORD1.1%$882.0k
CROX CROCS ORD1.0%$830.0k
SPHR SPHERE ENTERTAINMENT CL A ORD0.9%$763.0k

Sector mix

SectorWeight
Technology22.4%
Industrials7.8%
Healthcare5.9%
Financial Services4.5%
Utilities4.1%
Consumer Defensive4.0%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 2026834$276.5m
Q1 2026730$228.1m

How concentrated is Fny Investment Advisers, LLC's portfolio?

Across every quarter Fny Investment Advisers, LLC has filed, its median largest position is 4.4% of the book and its median top-ten weight is 22.8%, which WhaleCreep classifies as diversified (the gate is a median largest position of 5%). Of 196.0 completed holding spells, the median lasted 1.0 quarters; 758.0 positions are still open and their final length is unknown.