Myda Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Myda Advisors LLC disclosed 143 US equity positions worth $411.3m in its Q2 2026 13F filing. The largest position was DVY at 6.7% of the reported book, followed by MGM and CORZ. Against the Q1 2026 filing, it opened 13 new positions, added to 20 and reduced 14 among the top 50 holdings.
What did Myda Advisors LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DVY ISHARES TR | 6.7% | $27.4m | 175,000 | -33% | reduced | |
| 2 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 4.6% | $19.1m | 400,000 | 37% | added |
| 3 | CORZ CORE SCIENTIFIC INC NEW | Technology | 4.4% | $17.9m | 700,000 | -40% | reduced |
| 4 | BHVN BIOHAVEN LTD | Healthcare | 4.2% | $17.1m | 1,150,000 | -6% | reduced |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 3.8% | $15.5m | 65,000 | 20% | added |
| 6 | NVDA NVIDIA CORPORATION | Technology | 3.7% | $15.4m | 77,000 | – | new |
| 7 | AMERICAN EXCEPTIONALISM ACQU | 3.4% | $13.9m | 1,175,285 | 161% | added | |
| 8 | MANE VERADERMICS INC | Healthcare | 3.0% | $12.3m | 100,000 | -17% | reduced |
| 9 | MSGS MADISON SQUARE GRDN SPRT COR | Communication Services | 2.7% | $11.3m | 28,000 | 75% | added |
| 10 | LNG CHENIERE ENERGY INC | Energy | 2.2% | $9.1m | 38,100 | 112% | added |
| 11 | XHB SPDR SERIES TRUST | 2.1% | $8.7m | 75,000 | -6% | reduced | |
| 12 | NFLX NETFLIX INC. | Communication Services | 2.1% | $8.6m | 120,000 | 150% | added |
| 13 | PROCAP ACQUISITION CORP | 1.9% | $7.7m | 750,000 | -17% | reduced | |
| 14 | CNK CINEMARK HLDGS INC | Communication Services | 1.8% | $7.4m | 233,000 | 4% | added |
| 15 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.5% | $6.3m | 240,000 | 0% | held |
| 16 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 1.5% | $6.0m | 35,000 | – | new |
| 17 | SNOW SNOWFLAKE INC | Technology | 1.4% | $5.9m | 23,000 | 92% | added |
| 18 | T AT&T INC | Communication Services | 1.4% | $5.8m | 280,000 | 8% | added |
| 19 | AVAV AEROVIRONMENT INC | Industrials | 1.4% | $5.8m | 35,000 | -17% | reduced |
| 20 | VIA VIA TRANSN INC | 1.3% | $5.4m | 300,000 | – | new | |
| 21 | DDOG DATADOG INC | Technology | 1.3% | $5.2m | 20,000 | 43% | added |
| 22 | MDB MONGODB INC | Technology | 1.1% | $4.7m | 14,000 | 600% | added |
| 23 | ETHD PROSHARES TR | 1.1% | $4.6m | 50,000 | 178% | added | |
| 24 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 1.1% | $4.6m | 770,000 | -31% | reduced |
| 25 | IGV ISHARES TR | 1.1% | $4.5m | 50,000 | – | new | |
| 26 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 1.1% | $4.4m | 75,000 | – | new |
| 27 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 1.1% | $4.3m | 25,000 | -29% | reduced |
| 28 | ARM ARM HOLDINGS PLC | Technology | 1.0% | $4.3m | 12,000 | – | new |
| 29 | PCYO PURE CYCLE CORP | 1.0% | $4.2m | 394,591 | 10% | added | |
| 30 | GLNG GOLAR LNG LTD | Energy | 1.0% | $4.1m | 82,000 | -19% | reduced |
| 31 | REAL THE REALREAL INC | Consumer Cyclical | 1.0% | $4.0m | 340,000 | 0% | held |
| 32 | BIDU BAIDU INC | Communication Services | 1.0% | $4.0m | 35,000 | – | new |
| 33 | CEG CONSTELLATION ENERGY CORP | Utilities | 1.0% | $4.0m | 16,000 | -27% | reduced |
| 34 | VICR VICOR CORP | Technology | 0.9% | $3.8m | 10,000 | – | new |
| 35 | ZM ZOOM COMMUNICATIONS INC | Technology | 0.9% | $3.8m | 44,000 | -41% | reduced |
| 36 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 0.9% | $3.7m | 75,000 | 25% | added |
| 37 | EYPT EYEPOINT INC | Healthcare | 0.9% | $3.6m | 250,000 | -24% | reduced |
| 38 | VEEV VEEVA SYS INC | Healthcare | 0.9% | $3.5m | 20,000 | – | new |
| 39 | XLU SELECT SECTOR SPDR TR | 0.8% | $3.4m | 75,000 | -46% | reduced | |
| 40 | HAL HALLIBURTON CO | Energy | 0.8% | $3.4m | 100,000 | 25% | added |
| 41 | BENITEC BIOPHARMA INC | 0.8% | $3.3m | 250,000 | 11% | added | |
| 42 | CCOI COGENT COMM HOLDINGS INC | Communication Services | 0.8% | $3.3m | 240,000 | – | new |
| 43 | UTI UNIVERSAL TECHNICAL INST INC | Consumer Defensive | 0.8% | $3.2m | 75,000 | 50% | added |
| 44 | BLUE WTR ACQUISITION CORP. I | 0.8% | $3.1m | 300,000 | 0% | held | |
| 45 | SATL SATELLOGIC INC | 0.8% | $3.1m | 540,000 | 350% | added | |
| 46 | INDI INDIE SEMICONDUCTOR INC | 0.7% | $2.9m | 651,126 | 222% | added | |
| 47 | MWH SOLV ENERGY INC | Utilities | 0.7% | $2.7m | 80,000 | – | new |
| 48 | SHIM SHIMMICK CORPORATION | 0.6% | $2.6m | 575,000 | – | new | |
| 49 | CROX CROCS INC | Consumer Cyclical | 0.6% | $2.5m | 21,000 | 91% | added |
| 50 | DSP VIANT TECHNOLOGY INC | Technology | 0.6% | $2.5m | 200,000 | – | 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.