Maplelane Capital, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Maplelane Capital, LLC disclosed 35 US equity positions worth $1.2bn in its Q1 2026 13F filing. The largest position was NVDA at 13.8% of the reported book, followed by LRCX and COHR.
What did Maplelane Capital, LLC own in Q1 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 13.8% | $164.8m | 945,000 | – | |
| 2 | LRCX LAM RESEARCH CORP | Technology | 11.1% | $132.7m | 621,000 | – | |
| 3 | COHR COHERENT CORP | Technology | 8.9% | $106.0m | 445,000 | – | |
| 4 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 6.9% | $82.1m | 538,237 | – | |
| 5 | NTRA NATERA INC | Healthcare | 5.7% | $67.8m | 339,000 | – | |
| 6 | SE SEA LTD | Consumer Cyclical | 4.9% | $58.6m | 708,000 | – | |
| 7 | MU MICRON TECHNOLOGY INC | Technology | 4.1% | $49.3m | 146,000 | – | |
| 8 | SNPS SYNOPSYS INC | Technology | 4.1% | $48.8m | 123,000 | – | |
| 9 | META META PLATFORMS INC | Communication Services | 3.6% | $42.6m | 74,500 | – | |
| 10 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.6% | $42.6m | 126,022 | – | |
| 11 | SHW SHERWIN WILLIAMS CO | Basic Materials | 3.3% | $39.1m | 122,000 | – | |
| 12 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.1% | $37.0m | 182,000 | – | |
| 13 | GOOGL ALPHABET INC | Communication Services | 2.9% | $34.5m | 120,000 | – | |
| 14 | ADI ANALOG DEVICES INC | Technology | 2.8% | $33.1m | 104,000 | – | |
| 15 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 2.7% | $32.7m | 1,116,246 | – | |
| 16 | CLS CELESTICA INC | Technology | 2.6% | $31.3m | 111,000 | – | |
| 17 | BA BOEING CO | Industrials | 2.0% | $23.9m | 120,000 | – | |
| 18 | FIGR FIGURE TECHNOLOGY SOLUTIO | Financial Services | 1.9% | $23.1m | 681,000 | – | |
| 19 | ASML ASML HLDG NV | Technology | 1.7% | $19.8m | 15,000 | – | |
| 20 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.6% | $19.6m | 213,000 | – | |
| 21 | ENTG ENTEGRIS INC | Technology | 1.5% | $18.2m | 155,000 | – | |
| 22 | CHWY CHEWY INC | Consumer Cyclical | 1.4% | $17.3m | 640,000 | – | |
| 23 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 1.2% | $14.6m | 171,500 | – | |
| 24 | V VISA INC | Financial Services | 1.0% | $12.1m | 40,000 | – | |
| 25 | SG SWEETGREEN INC | Consumer Cyclical | 0.6% | $7.6m | 1,462,800 | – | |
| 26 | ROKU ROKU INC | Communication Services | 0.6% | $6.7m | 71,000 | – | |
| 27 | VST VISTRA CORP | Utilities | 0.5% | $6.0m | 40,000 | – | |
| 28 | Z ZILLOW GROUP INC | Communication Services | 0.4% | $4.8m | 115,000 | – | |
| 29 | ZG ZILLOW GROUP INC | Communication Services | 0.4% | $4.7m | 114,600 | – | |
| 30 | PURR HYPERLIQUID STRATEGIES INC | Financial Services | 0.2% | $2.9m | 575,000 | – | |
| 31 | OKTA OKTA INC | Technology | 0.2% | $2.8m | 35,000 | – | |
| 32 | EQPT EQUIPMENTSHARE COM INC | Industrials | 0.2% | $2.0m | 100,000 | – | |
| 33 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.1% | $1.5m | 12,000 | – | |
| 34 | AS AMER SPORTS INC | Consumer Cyclical | 0.1% | $1.3m | 39,233 | – | |
| 35 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 0.0% | $9 | 1 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.