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Weiss Asset Management LP

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 1357550

$9.54B

disclosed book value

616

positions

11%

largest position share

Positions, as of 2026-06-30

top 100 of 616 · 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
1NVDANVIDIA CORPORATION5.3M$1.05B11%
2MUMICRON TECHNOLOGY INC743,769$858.5M9%
3SUPER MICRO COMPUTER INC4.8M$249.1M2.6%
4SUPER MICRO COMPUTER INC249.9M$245.6M2.6%
5SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC231.0M$212.0M2.2%
6SMCISUPER MICRO COMPUTER INCPUT7.0M$206.7M2.2%
7NVDANVIDIA CORPORATIONPUT1.0M$200.1M2.1%
8TSLATESLA INC455,491$191.6M2%
9BA 6 10/15/27BOEING CO2.8M$188.3M2%
10MSTR 0.625 03/15/30STRATEGY INC177.9M$181.9M1.9%
11NEE 7.375 02/15/29NEXTERA ENERGY INC2.7M$129.4M1.4%
12THERAVANCE BIOPHARMA INC7.5M$126.8M1.3%
13CEFSPROTT ASSET MANAGEMENT LP3.1M$124.7M1.3%
14MUMICRON TECHNOLOGY INCPUT105,000$121.2M1.3%
15MSTR 2.25 06/15/32STRATEGY INC121.3M$117.4M1.2%
16SUPER MICRO COMPUTER INC125.4M$111.1M1.2%
17HOODROBINHOOD MKTS INC1.1M$109.4M1.1%
18ENTREPRENEURSHARES SERIES TR5.1M$107.3M1.1%
19ALB 7.25 03/01/27ALBEMARLE CORP1.9M$105.9M1.1%
20MSTR 0.625 09/15/28STRATEGY INC100.2M$102.8M1.1%
21MSTR 0.875 03/15/31STRATEGY INC106.9M$98.7M1%
22ROIVANT SCIENCES LTD2.5M$90.0M0.9%
23HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C750,000$87.4M0.9%
24STRATEGY INC97.3M$86.4M0.9%
25SPCXSPACE EXPLORATION TECHN CORP503,225$86.0M0.9%
26MRVLMARVELL TECHNOLOGY INC286,219$85.3M0.9%
27UGI 5 06/01/28UGI CORP NEW60.2M$80.7M0.8%
28BLD*TOPBUILD COR225,000$79.8M0.8%
29VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC39.3M$78.1M0.8%
30NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION77.2M$77.2M0.8%
31TTEK 2.25 08/15/28TETRA TECH INC NEW68.3M$72.1M0.8%
32GREENBRIER COS INC61.7M$70.8M0.7%
33FRPT 3 04/01/28FRESHPET INC57.5M$67.0M0.7%
34MCEWEN INC.31.3M$60.2M0.6%
35UALUNITED AIRLS HLDGS INC425,223$57.8M0.6%
36MSTRSTRATEGY INC629,895$54.8M0.6%
37EPR PPTYS2.1M$53.4M0.6%
38PSLVSPROTT ASSET MANAGEMENT LP2.8M$52.9M0.6%
39MERIT MED SYS INC47.1M$50.8M0.5%
40MLTXMOONLAKE IMMUNOTHERAPEUTICS2.6M$50.3M0.5%
41FIRSTENERGY CORP44.0M$48.9M0.5%
42PHYSSPROTT ASSET MANAGEMENT LP1.6M$48.6M0.5%
43APO 6.75 07/31/26APOLLO GLOBAL MGMT INC775,000$47.2M0.5%
44IBITISHARES BITCOIN TRUST ETF1.4M$46.6M0.5%
45MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.600,000$46.1M0.5%
46CVXCHEVRON CORPORATION271,962$45.1M0.5%
47GAMESTOP CORP44.0M$44.6M0.5%
48BMNRBITMINE IMMERSION TECHS INC3.1M$41.8M0.4%
49VERTEX INC41.2M$36.9M0.4%
50PPL CORP730,000$35.7M0.4%
51SPYSTATE STR SPDR S&P 500 ETF TPUT46,500$34.7M0.4%
52QXOQXO INC2.0M$34.5M0.4%
53XLPSELECT SECTOR SPDR TR415,000$34.5M0.4%
54KKRKKR & CO INC343,941$31.6M0.3%
55PATK 1.75 12/01/28PATRICK INDS INC21.2M$31.4M0.3%
56CEGCONSTELLATION ENERGY CORP124,008$30.8M0.3%
57IREN LIMITED652,350$29.8M0.3%
58PSN 2.625 03/01/29PARSONS CORP DEL30.0M$29.6M0.3%
59BRK/BBERKSHIRE HATHAWAY INC DEL58,646$29.3M0.3%
60RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC24.3M$28.7M0.3%
61CELLEBRITE DI LTD1.9M$28.1M0.3%
62GDGENERAL DYNAMICS CORP77,814$27.6M0.3%
63CDECOEUR MNG INC1.7M$27.4M0.3%
64BARON ETF TR1.1M$26.5M0.3%
65SAROSTANDARDAERO INC866,740$25.9M0.3%
66IJRISHARES TR171,653$25.5M0.3%
67SWXSOUTHWEST GAS HLDGS INC283,242$25.1M0.3%
68AIVAPARTMENT INVT & MGMT CO8.2M$24.2M0.3%
69CORZCORE SCIENTIFIC INC NEW936,495$24.0M0.3%
70VIAVVIAVI SOLUTIONS INC501,507$23.9M0.3%
71BBIOBRIDGEBIO PHARMA INC320,184$23.8M0.2%
72TXNMTXNM ENERGY INC411,513$23.4M0.2%
73AAOIAPPLIED OPTOELECTRONICS INC151,868$22.5M0.2%
74CEREBRAS SYSTEMS INC96,780$21.4M0.2%
75LTHLIFE TIME GROUP HOLDINGS INC521,782$21.3M0.2%
76EPR PPTYS640,439$20.9M0.2%
77TGTXTG THERAPEUTICS INC375,082$20.6M0.2%
78ZIM INTEGRATED SHIPPING SERV787,799$20.5M0.2%
79RUBRIK INC.20.0M$20.4M0.2%
80SMTCSEMTECH CORP125,430$20.3M0.2%
81CNCCENTENE CORP DEL315,006$20.2M0.2%
82AXSMAXSOME THERAPEUTICS INC.80,000$19.6M0.2%
83ACLSAXCELIS TECHNOLOGIES INC103,258$19.6M0.2%
84ARCH CAP GROUP LTD201,479$19.6M0.2%
85BITWISE SOLANA STAKING ETF1.8M$18.5M0.2%
86HLTHILTON WORLDWIDE HLDGS INC55,187$18.2M0.2%
87STLDSTEEL DYNAMICS INC78,740$18.1M0.2%
88FANGDIAMONDBACK ENERGY INC102,698$18.1M0.2%
89NEW AMER ACQUISITION I CORP1.8M$17.9M0.2%
90DLTRDOLLAR TREE INC148,307$17.9M0.2%
91STZCONSTELLATION BRANDS INC127,413$17.7M0.2%
92AEISADVANCED ENERGY INDS46,911$17.5M0.2%
93WDCWESTERN DIGITAL CORP27,376$17.5M0.2%
94MSTRSTRATEGY INCPUT200,000$17.4M0.2%
95WTSWATTS WATER TECHNOLOGIES INC44,331$17.4M0.2%
96ENSGENSIGN GROUP INC105,664$16.9M0.2%
97HSTHOST HOTELS & RESORTS INC700,872$16.6M0.2%
98GHGUARDANT HEALTH INC109,876$16.5M0.2%
99SOSOUTHERN CO171,203$16.4M0.2%
100BEBLOOM ENERGY CORP53,019$16.0M0.2%

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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