Myda Advisors LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Myda Advisors LLC disclosed 118 US equity positions worth $423.6m in its Q1 2026 13F filing. The largest position was DVY at 9.3% of the reported book, followed by DIA and CORZ.
What did Myda Advisors LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DVY ISHARES TR | 9.3% | $39.4m | 260,000 | – | ||
| 2 | DIA STATE STR SPDR DOW JONES IND | 8.2% | $34.7m | 75,000 | – | ||
| 3 | CORZ CORE SCIENTIFIC INC NEW | Technology | 4.1% | $17.4m | 1,160,000 | – | |
| 4 | MSFT MICROSOFT CORP | Technology | 3.5% | $14.8m | 40,000 | – | |
| 5 | AMPX AMPRIUS TECHNOLOGIES INC | Industrials | 2.9% | $12.4m | 735,000 | – | |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 2.7% | $11.2m | 54,000 | – | |
| 7 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 2.5% | $10.8m | 291,000 | – | |
| 8 | BHVN BIOHAVEN LTD | Healthcare | 2.4% | $10.4m | 1,225,000 | – | |
| 9 | PROCAP ACQUISITION CORP | 2.2% | $9.2m | 900,000 | – | ||
| 10 | WULF TERAWULF INC | Financial Services | 2.1% | $9.0m | 625,000 | – | |
| 11 | XHB SPDR SERIES TRUST | 1.9% | $7.9m | 80,000 | – | ||
| 12 | AVAV AEROVIRONMENT INC | Industrials | 1.8% | $7.7m | 42,000 | – | |
| 13 | MANE VERADERMICS INC | Healthcare | 1.8% | $7.6m | 120,000 | – | |
| 14 | T AT&T INC | Communication Services | 1.8% | $7.5m | 260,000 | – | |
| 15 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1.6% | $6.9m | 35,000 | – | |
| 16 | XLU SELECT SECTOR SPDR TR | 1.5% | $6.4m | 140,000 | – | ||
| 17 | CNK CINEMARK HLDGS INC | Communication Services | 1.5% | $6.4m | 225,000 | – | |
| 18 | LLY ELI LILLY & CO | Healthcare | 1.5% | $6.3m | 6,800 | – | |
| 19 | FEIM FREQUENCY ELECTRS INC | 1.5% | $6.2m | 140,000 | – | ||
| 20 | CEG CONSTELLATION ENERGY CORP | Utilities | 1.4% | $6.1m | 21,800 | – | |
| 21 | LEU CENTRUS ENERGY CORP | Energy | 1.4% | $6.1m | 35,000 | – | |
| 22 | ZM ZOOM COMMUNICATIONS INC | Technology | 1.4% | $6.0m | 75,000 | – | |
| 23 | EUAD SPINNAKER ETF SERIES | 1.3% | $5.7m | 140,000 | – | ||
| 24 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.3% | $5.7m | 240,000 | – | |
| 25 | GLNG GOLAR LNG LTD | Energy | 1.3% | $5.5m | 101,100 | – | |
| 26 | OI O-I GLASS INC | Consumer Cyclical | 1.3% | $5.3m | 507,000 | – | |
| 27 | VG VENTURE GLOBAL INC | Energy | 1.3% | $5.3m | 338,000 | – | |
| 28 | MSGS MADISON SQUARE GRDN SPRT COR | Communication Services | 1.2% | $5.1m | 16,000 | – | |
| 29 | LNG CHENIERE ENERGY INC | Energy | 1.2% | $5.1m | 17,999 | – | |
| 30 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 1.2% | $5.0m | 100,000 | – | |
| 31 | AMERICAN EXCEPTIONALISM ACQU | 1.2% | $4.9m | 450,000 | – | ||
| 32 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 1.1% | $4.8m | 1,115,000 | – | |
| 33 | NFLX NETFLIX INC. | Communication Services | 1.1% | $4.6m | 48,000 | – | |
| 34 | IYR ISHARES TR | 1.1% | $4.5m | 48,000 | – | ||
| 35 | EYPT EYEPOINT INC | Healthcare | 1.0% | $4.3m | 330,000 | – | |
| 36 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 1.0% | $4.1m | 35,000 | – | |
| 37 | PUMP PROPETRO HLDG CORP | Energy | 0.9% | $4.0m | 275,000 | – | |
| 38 | PROSHARES TR II | 0.9% | $4.0m | 475,000 | – | ||
| 39 | VLO VALERO ENERGY CORP | Energy | 0.9% | $3.7m | 15,000 | – | |
| 40 | PCYO PURE CYCLE CORP | 0.8% | $3.6m | 357,742 | – | ||
| 41 | TTMI TTM TECHNOLOGIES INC | Technology | 0.8% | $3.2m | 33,000 | – | |
| 42 | WATT ENERGOUS CORP | 0.7% | $3.1m | 200,000 | – | ||
| 43 | HAL HALLIBURTON CO | Energy | 0.7% | $3.1m | 80,000 | – | |
| 44 | REAL THE REALREAL INC | Consumer Cyclical | 0.7% | $3.1m | 340,000 | – | |
| 45 | BLUE WTR ACQUISITION CORP. I | 0.7% | $3.1m | 300,000 | – | ||
| 46 | VIAV VIAVI SOLUTIONS INC | Technology | 0.7% | $3.1m | 92,000 | – | |
| 47 | ECHO ECHOSTAR CORP | Communication Services | 0.6% | $2.6m | 22,000 | – | |
| 48 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 0.6% | $2.4m | 60,000 | – | |
| 49 | BENITEC BIOPHARMA INC | 0.6% | $2.4m | 225,000 | – | ||
| 50 | HST HOST HOTELS & RESORTS INC | Real Estate | 0.5% | $2.3m | 120,000 | – |
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.