Maplelane Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Maplelane Capital, LLC disclosed 48 US equity positions worth $2.4bn in its Q2 2026 13F filing. The largest position was SPCX at 7.7% of the reported book, followed by TXN and AMZN. Against the Q1 2026 filing, it opened 32 new positions, added to 5 and reduced 10 among the top 48 holdings.
What did Maplelane Capital, LLC own in Q2 2026? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 7.7% | $184.3m | 1,078,800 | – | new |
| 2 | TXN TEXAS INSTRS INC | Technology | 7.3% | $173.5m | 582,000 | – | new |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 6.5% | $156.1m | 655,000 | – | new |
| 4 | NVDA NVIDIA CORPORATION | Technology | 6.5% | $155.5m | 777,000 | -18% | reduced |
| 5 | FOXA FOX CORP | Communication Services | 5.0% | $119.6m | 2,293,000 | – | new |
| 6 | CLS CELESTICA INC | Technology | 4.9% | $117.1m | 321,000 | 189% | added |
| 7 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 4.7% | $112.9m | 738,000 | – | new |
| 8 | TTMI TTM TECHNOLOGIES INC | Technology | 4.4% | $105.9m | 566,000 | – | new |
| 9 | ECHO ECHOSTAR CORP | Communication Services | 3.7% | $89.3m | 880,000 | – | new |
| 10 | SNOW SNOWFLAKE INC | Technology | 3.7% | $88.1m | 346,000 | – | new |
| 11 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 3.4% | $81.3m | 299,000 | – | new |
| 12 | NTRA NATERA INC | Healthcare | 2.5% | $60.3m | 222,000 | -35% | reduced |
| 13 | MSFT MICROSOFT CORP | Technology | 2.5% | $58.9m | 157,900 | – | new |
| 14 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.4% | $58.0m | 317,000 | -41% | reduced |
| 15 | SNPS SYNOPSYS INC | Technology | 2.3% | $55.3m | 124,000 | 1% | added |
| 16 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.3% | $54.6m | 94,000 | -48% | reduced |
| 17 | V VISA INC | Financial Services | 2.3% | $53.9m | 157,000 | 292% | added |
| 18 | MSI MOTOROLA SOLUTIONS INC | Technology | 2.1% | $49.8m | 120,000 | – | new |
| 19 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 1.9% | $45.4m | 578,600 | – | new |
| 20 | GOOGL ALPHABET INC | Communication Services | 1.8% | $42.9m | 120,000 | 0% | held |
| 21 | GOOG ALPHABET INC | Communication Services | 1.8% | $42.4m | 120,000 | – | new |
| 22 | MTZ MASTEC INC | Industrials | 1.5% | $36.9m | 88,800 | – | new |
| 23 | COHR COHERENT CORP | Technology | 1.4% | $32.7m | 83,000 | -81% | reduced |
| 24 | ENTG ENTEGRIS INC | Technology | 1.2% | $29.7m | 165,000 | 6% | added |
| 25 | LION LIONSGATE STUDIOS CORP | 1.2% | $29.2m | 1,905,800 | – | new | |
| 26 | CBRS CEREBRAS SYSTEMS INC | Technology | 1.2% | $29.2m | 132,000 | – | new |
| 27 | DDOG DATADOG INC | Technology | 1.2% | $27.9m | 107,001 | – | new |
| 28 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1.1% | $26.6m | 55,700 | -56% | reduced |
| 29 | SE SEA LTD | Consumer Cyclical | 1.1% | $26.2m | 273,900 | -61% | reduced |
| 30 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1.0% | $24.1m | 25,001 | – | new |
| 31 | TLN TALEN ENERGY CORP | Utilities | 1.0% | $23.5m | 61,192 | – | new |
| 32 | ROKU ROKU INC | Communication Services | 0.9% | $22.1m | 160,000 | 125% | added |
| 33 | WULF TERAWULF INC | Financial Services | 0.8% | $19.3m | 780,000 | – | new |
| 34 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 0.7% | $17.9m | 320,000 | -71% | reduced |
| 35 | COMP COMPASS INC | Real Estate | 0.7% | $17.1m | 1,390,000 | – | new |
| 36 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 0.7% | $16.2m | 170,400 | -1% | reduced |
| 37 | DASH DOORDASH INC | Consumer Cyclical | 0.7% | $15.9m | 86,000 | – | new |
| 38 | FTAI AVIATION LTD | 0.6% | $15.5m | 57,200 | – | new | |
| 39 | JHX JAMES HARDIE INDS PLC | Basic Materials | 0.6% | $13.6m | 518,400 | – | new |
| 40 | HUT HUT 8 CORP | Financial Services | 0.6% | $13.1m | 113,800 | – | new |
| 41 | QUANTINUUM INC | 0.5% | $12.3m | 150,000 | – | new | |
| 42 | SG SWEETGREEN INC | Consumer Cyclical | 0.4% | $9.3m | 1,050,200 | -28% | reduced |
| 43 | DLR DIGITAL RLTY TR INC | Real Estate | 0.3% | $7.0m | 39,054 | – | new |
| 44 | STM STMICROELECTRONICS N V | Technology | 0.3% | $6.0m | 80,000 | – | new |
| 45 | CPNG COUPANG INC | Consumer Cyclical | 0.2% | $5.9m | 340,000 | – | new |
| 46 | CVNA CARVANA CO | Consumer Cyclical | 0.2% | $4.6m | 70,000 | – | new |
| 47 | TMUS T-MOBILE US INC | Communication Services | 0.0% | $168 | 1 | – | new |
| 48 | T AT&T INC | Communication Services | 0.0% | $21 | 1 | – | new |
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.