Spark Investment Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Spark Investment Management LLC disclosed 27 US equity positions worth $41.6m in its Q1 2026 13F filing. The largest position was AMZN at 21.6% of the reported book, followed by VET and SPOT.
What did Spark Investment Management LLC own in Q1 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 21.6% | $9.0m | 43,180 | – | |
| 2 | VET VERMILION ENERGY INC | Energy | 9.4% | $3.9m | 285,000 | – | |
| 3 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 8.2% | $3.4m | 7,000 | – | |
| 4 | CGAU CENTERRA GOLD INC | Basic Materials | 6.3% | $2.6m | 147,000 | – | |
| 5 | PDS PRECISION DRILLING CORP | Energy | 5.7% | $2.4m | 24,000 | – | |
| 6 | TSLA TESLA INC | Consumer Cyclical | 5.4% | $2.2m | 6,000 | – | |
| 7 | LSPD LIGHTSPEED COMMERCE INC | Technology | 5.3% | $2.2m | 246,000 | – | |
| 8 | KGC KINROSS GOLD CORP | Basic Materials | 4.6% | $1.9m | 63,000 | – | |
| 9 | DOO BRP INC | Consumer Cyclical | 4.5% | $1.9m | 26,000 | – | |
| 10 | EFXT ENERFLEX LTD | Energy | 3.9% | $1.6m | 78,000 | – | |
| 11 | B BARRICK MNG CORP | Basic Materials | 3.7% | $1.6m | 38,000 | – | |
| 12 | OTEX OPEN TEXT CORP | Technology | 3.3% | $1.4m | 61,000 | – | |
| 13 | OBE OBSIDIAN ENERGY LTD | 2.5% | $1.0m | 108,000 | – | ||
| 14 | SII SPROTT INC | Financial Services | 2.4% | $998.6k | 7,000 | – | |
| 15 | NVDA NVIDIA CORPORATION | Technology | 1.8% | $749.9k | 4,300 | – | |
| 16 | TWLO TWILIO INC | Technology | 1.6% | $654.3k | 5,200 | – | |
| 17 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 1.5% | $608.7k | 3,000 | – | |
| 18 | XYZ BLOCK INC | Technology | 1.3% | $523.6k | 8,700 | – | |
| 19 | DCBO DOCEBO INC | Technology | 1.1% | $473.0k | 27,000 | – | |
| 20 | MGA MAGNA INTL INC | Consumer Cyclical | 1.1% | $446.6k | 8,000 | – | |
| 21 | GOOS CANADA GOOSE HLDGS INC | Consumer Cyclical | 1.0% | $417.2k | 38,000 | – | |
| 22 | MNDY MONDAY COM LTD | Technology | 1.0% | $407.7k | 5,900 | – | |
| 23 | RCI ROGERS COMMUNICATIONS INC | Communication Services | 0.8% | $346.0k | 9,000 | – | |
| 24 | MAKO MAKO MNG CORP | 0.7% | $283.3k | 44,000 | – | ||
| 25 | FOSL FOSSIL GROUP INC | Consumer Cyclical | 0.6% | $240.9k | 55,900 | – | |
| 26 | EGO ELDORADO GOLD CORP NEW | Basic Materials | 0.5% | $206.0k | 6,000 | – | |
| 27 | ALLBIRDS INC | 0.4% | $173.5k | 57,634 | – |
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.