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AlphaGrep UK Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002148988

$336.5M

disclosed book value

698

positions

0.8%

largest position share

Positions, as of 2026-06-30

top 100 of 698 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MSFTMICROSOFT CORP6,841$2.6M0.8%
2MUMICRON TECHNOLOGY INC1,979$2.3M0.7%
3METAMETA PLATFORMS INC3,652$2.1M0.6%
4SOLSSOLSTICE ADVANCED MATLS INC21,868$1.9M0.6%
5INTCINTEL CORP12,718$1.8M0.5%
6NVDANVIDIA CORPORATION8,500$1.7M0.5%
7AAPLAPPLE INC5,807$1.7M0.5%
8MCKMCKESSON CORP2,219$1.7M0.5%
9QQNITY ELECTRONICS INC9,313$1.5M0.5%
10NEMNEWMONT CORP16,198$1.5M0.4%
11LVSLAS VEGAS SANDS CORP31,056$1.4M0.4%
12IDXXIDEXX LABS INC2,630$1.4M0.4%
13ADBEADOBE INC6,338$1.3M0.4%
14NFLXNETFLIX INC.18,164$1.3M0.4%
15GSGOLDMAN SACHS GROUP INC1,272$1.3M0.4%
16AVAVAEROVIRONMENT INC7,736$1.3M0.4%
17BILLBILL HOLDINGS INC35,238$1.3M0.4%
18ZTSZOETIS INC17,696$1.3M0.4%
19HLHECLA MINING COMPANY82,239$1.3M0.4%
20OHIOMEGA HEALTHCARE INVS INC26,138$1.2M0.4%
21SNDKSANDISK CORP545$1.2M0.4%
22AMZNAMAZON COM INC5,122$1.2M0.4%
23LITELUMENTUM HLDGS INC1,417$1.2M0.4%
24REGNREGENERON PHARMACEUTICALS1,943$1.2M0.4%
25FIVEFIVE BELOW INC6,589$1.2M0.4%
26CORCENCORA INC4,174$1.2M0.4%
27NUENUCOR CORP5,285$1.2M0.3%
28TSLATESLA INC2,759$1.2M0.3%
29NRGNRG ENERGY INC7,745$1.1M0.3%
30WDCWESTERN DIGITAL CORP1,761$1.1M0.3%
31XYLXYLEM INC9,240$1.1M0.3%
32HCAHCA HEALTHCARE INC2,767$1.1M0.3%
33FIXCOMFORT SYS USA INC533$1.1M0.3%
34HALHALLIBURTON CO31,091$1.1M0.3%
35NOCNORTHROP GRUMMAN CORP2,069$1.1M0.3%
36LDOSLEIDOS HOLDINGS INC10,093$1.0M0.3%
37ITTITT INC5,234$1.0M0.3%
38PLDPROLOGIS INC.7,522$1.0M0.3%
39COPCONOCOPHILLIPS9,735$1.0M0.3%
40PLTRPALANTIR TECHNOLOGIES INC8,663$1.0M0.3%
41GEVGE VERNOVA INC841$988,0570.3%
42TPLTEXAS PACIFIC LAND CORPORATI2,237$979,0010.3%
43BSXBOSTON SCIENTIFIC CORP22,906$977,6280.3%
44HIGHARTFORD INSURANCE GROUP INC7,334$971,9020.3%
45EVREVERCORE INC2,844$971,0550.3%
46CARAVIS BUDGET GROUP INC6,549$968,1390.3%
47JBHTHUNT J B TRANS SVCS INC3,344$967,8540.3%
48TE CONNECTIVITY PLC4,769$961,4780.3%
49CMICUMMINS INC1,334$951,4220.3%
50INTUINTUIT3,640$950,0400.3%
51TSNTYSON FOODS INC16,394$938,5570.3%
52EXPEEXPEDIA GROUP INC3,655$935,2410.3%
53ATIATI INC4,725$931,2980.3%
54GMGENERAL MTRS CO12,001$925,0370.3%
55WFCWELLS FARGO & CO11,163$922,5100.3%
56RJFRAYMOND JAMES FINL INC6,045$919,0210.3%
57LMTLOCKHEED MARTIN CORP1,782$907,8580.3%
58WLKWESTLAKE CORPORATION12,289$897,0970.3%
59NKENIKE INC21,771$893,7000.3%
60INVESCO LTD33,812$892,2990.3%
61PEPPEPSICO INC6,583$891,3380.3%
62ICEINTERCONTINENTAL EXCHANGE IN7,222$889,1000.3%
63DELLDELL TECHNOLOGIES INC2,055$886,6500.3%
64BCOBRINKS CO9,363$884,7100.3%
65KMIKINDER MORGAN INC DEL27,586$881,9240.3%
66AMPAMERIPRISE FINL INC1,904$873,4790.3%
67CATCATERPILLAR INCCALL800$851,9200.3%
68CATCATERPILLAR INCPUT800$851,9200.3%
69LLYELI LILLY & CO710$851,5950.3%
70WBDWARNER BROS DISCOVERY INC31,866$849,5480.3%
71FHNFIRST HORIZON CORPORATION33,096$848,5810.3%
72VSTVISTRA CORP5,333$845,9740.3%
73TFCTRUIST FINL CORP16,969$845,3960.3%
74PODDINSULET CORP5,531$842,0950.3%
75MZTIMARZETTI COMPANY7,357$839,8750.2%
76UTHRUNITED THERAPEUTICS CORP DEL1,543$836,0440.2%
77SFSTIFEL FINL CORP11,941$833,1240.2%
78TERTERADYNE INC1,706$825,4310.2%
79WELLWELLTOWER INC3,634$824,8090.2%
80OREALTY INCOME CORP13,253$821,1560.2%
81HIIHUNTINGTON INGALLS INDS INC2,912$815,0400.2%
82EMEEMCOR GROUP INC975$809,1330.2%
83GSGOLDMAN SACHS GROUP INCCALL800$809,0960.2%
84GSGOLDMAN SACHS GROUP INCPUT800$809,0960.2%
85VRSNVERISIGN INC3,209$807,2560.2%
86VICIVICI PPTYS INC30,378$806,5360.2%
87GISGENERAL MILLS INC23,106$804,0890.2%
88BLKBLACKROCK INC835$802,9030.2%
89SRESEMPRA8,633$800,3650.2%
90GAPGAP INC42,434$792,6670.2%
91RMBSRAMBUS INC DEL5,945$789,1390.2%
92SYFSYNCHRONY FINANCIAL10,282$781,9460.2%
93DOWDOW HLDGS INC28,166$770,6220.2%
94ROSTROSS STORES INC3,607$767,7500.2%
95TRMBTRIMBLE INC14,940$764,6290.2%
96NVENT ELEC PLC4,501$763,4150.2%
97SEAGATE TECHNOLOGY HLDNGS PL787$759,4550.2%
98VFCV F CORP44,854$748,1650.2%
99RRYDER SYS INC2,831$746,7330.2%
100UHSUNIVERSAL HLTH SVCS INC5,014$745,5320.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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