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Holders — by stockHoldings — by fund

OceanIQ Capital, LLC

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 2149849

$165.5M

disclosed book value

99

positions

30.6%

largest position share

Positions, as of 2026-06-30

top 100 of 99 · 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 CORPORATION232,775$50.6M30.6%
2MSFTMICROSOFT CORP17,018$8.6M5.2%
3BOXXEA SERIES TRUST65,276$7.7M4.6%
4AAPLAPPLE INC24,297$7.4M4.5%
5BABAALIBABA GROUP HLDG LTD52,456$6.7M4.1%
6IVVISHARES TR8,416$6.5M3.9%
7GOOGLALPHABET INC18,126$6.2M3.8%
8AMZNAMAZON COM INC15,090$4.1M2.5%
9BRK/ABERKSHIRE HATHAWAY INC DEL5$3.9M2.3%
10TSLATESLA INC11,124$3.7M2.2%
11TSMTAIWAN SEMICONDUCTOR MANUFAC8,640$3.6M2.2%
12SGOVISHARES TR23,020$2.3M1.4%
13ABBVABBVIE INC8,588$2.1M1.3%
14GOOGALPHABET INC5,311$1.8M1.1%
15FTNTFORTINET INC10,224$1.7M1%
16MELIMERCADOLIBRE INC840$1.6M1%
17SPYSTATE STR SPDR S&P 500 ETF T1,977$1.5M0.9%
18CRWDCROWDSTRIKE HLDGS INC6,830$1.5M0.9%
19BRK/BBERKSHIRE HATHAWAY INC DEL2,930$1.5M0.9%
20FLYFIREFLY AEROSPACE INC53,337$1.4M0.8%
21VOOVANGUARD INDEX FDS1,764$1.2M0.8%
22ETENERGY TRANSFER L P55,825$1.2M0.7%
23LOWLOWES COS INC4,689$1.0M0.6%
24GTLBGITLAB INC24,045$1.0M0.6%
25IRSIRSA INVERSIONES Y REP S A66,588$968,1900.6%
26METAMETA PLATFORMS INC1,558$933,4290.6%
27QQQINVESCO QQQ TR1,249$897,4500.5%
28VHTVANGUARD WORLD FD2,832$894,0530.5%
29AVGOBROADCOM INC2,124$883,7540.5%
30ZTSZOETIS INC11,208$844,5230.5%
31ABTABBOTT LABORATORIES7,494$822,2010.5%
32IBITISHARES BITCOIN TRUST ETF22,715$816,3770.5%
33APPAPPLOVIN CORP2,523$804,0140.5%
34VTIVANGUARD INDEX FDS2,079$791,3560.5%
35ASML HLDG NV425$764,7370.5%
36WMTWALMART INC6,655$753,7450.5%
37ZECPZACKS TRUST19,339$744,9380.5%
38PGPROCTER & GAMBLE CO4,792$695,8630.4%
39XLESELECT SECTOR SPDR TR11,400$694,6020.4%
40DEODIAGEO PLC7,052$669,5170.4%
41ARGTGLOBAL X FDS7,200$666,7200.4%
42RMDRESMED INC2,944$661,9290.4%
43SYYSYSCO CORP7,730$651,3510.4%
44UPSUNITED PARCEL SVCS INC6,236$651,2250.4%
45CRESYCRESUD S A C I F Y A61,448$650,1200.4%
46DEUTSCHE BK AG15,865$606,5190.4%
47SOXSGBPDIREXION SHARES ETF TRUST13,449$592,1590.4%
48MANHMANHATTAN ASSOCIATES INC3,026$590,6750.4%
49VZVERIZON COMMUNICATIONS INC12,462$589,0790.4%
50ABEVAMBEV SA207,320$588,7890.4%
51SUBISHARES TR5,457$579,9970.4%
52BWXSPDR SERIES TRUST25,600$558,8480.3%
53SPTSSPDR SERIES TRUST18,225$527,0670.3%
54AVMAAMERICAN CENTY ETF TR7,084$523,0150.3%
55BMYBRISTOL-MYERS SQUIBB CO7,970$506,9720.3%
56GLDSPDR GOLD TR1,245$499,1950.3%
57AVGEAMERICAN CENTY ETF TR4,900$496,8110.3%
58VWOVANGUARD INTL EQUITY INDEX F8,000$480,9600.3%
59DBRGDIGITALBRIDGE GROUP INC28,930$461,1440.3%
60CPBTHE CAMPBELLS COMPANY20,113$456,9670.3%
61MUMICRON TECHNOLOGY INC515$447,2880.3%
62HONHONEYWELL INTL INC1,786$410,9940.2%
63NU HLDGS LTD30,000$409,5000.2%
64QQQMINVESCO EXCH TRADED FD TR II1,370$405,2870.2%
65SMHVANECK ETF TRUST700$401,0510.2%
66PFEPFIZER INC14,479$385,4370.2%
67VVISA INC974$353,3870.2%
68JPMJPMORGAN CHASE & CO934$338,1450.2%
69VUSBVANGUARD BD INDEX FDS6,600$327,8550.2%
70MKCMCCORMICK & CO INC6,098$322,5230.2%
71LLYELI LILLY & CO260$315,9050.2%
72GISGENERAL MILLS INC8,039$304,9250.2%
73JDJD.COM INC9,410$300,3730.2%
74DRAMROUNDHILL ETF TRUST5,870$298,7240.2%
75INTCINTEL CORPCALL3,000$293,1300.2%
76BABOEING CO1,226$285,9520.2%
77COSTCOSTCO WHOLESALE CORPORATION298$281,4070.2%
78MMM3M CO1,529$280,0160.2%
79CLXCLOROX CO DEL2,380$257,6350.2%
80UBERUBER TECHNOLOGIES INC3,225$253,2920.2%
81BZKANZHUN LIMITED15,000$251,2500.2%
82AVGOBROADCOM INCCALL600$249,6480.2%
83EPDENTERPRISE PRODS PARTNERS L6,563$248,4750.2%
84VSTVISTRA CORP1,685$244,1900.1%
85WFCWELLS FARGO & CO2,779$243,0240.1%
86AAGILENT TECHNOLOGIES INC1,573$235,1480.1%
87INTCINTEL CORP2,393$233,8200.1%
88APHAMPHENOL CORP1,385$231,6140.1%
89PLTRPALANTIR TECHNOLOGIES INC1,312$229,5210.1%
90GDSGDS HLDGS LTD7,000$228,4100.1%
91ETHAISHARES ETHEREUM TR15,601$221,2230.1%
92VGKVANGUARD INTL EQUITY INDEX F2,330$215,0320.1%
93CSXCSX CORP4,285$213,9930.1%
94SPGIS&P GLOBAL INC519$212,1100.1%
95BBARBANCO BBVA ARGENTINA S A12,700$209,0420.1%
96RBLXROBLOX CORP5,651$204,6790.1%
97PAGPPLAINS GP HLDGS L P8,100$203,3910.1%
98NVDANVIDIA CORPORATIONCALL800$174,0000.1%
99TSMTAIWAN SEMICONDUCTOR MANUFACCALL400$168,8240.1%
100TSMTAIWAN SEMICONDUCTOR MANUFACPUT400$168,8240.1%

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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