Alphadyne Asset Management LP

CIK 0001535943 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Alphadyne Asset Management LP reported 857 positions worth $10.46B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (12.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.46B
2026 Q2
Positions
857
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.1%
Est. Net Flow (Q)
2026 Q2
10 / 857 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$1.27B12.11%1,695,591
2QQQINVESCO QQQ TRPUT$930.8M8.90%1,264,000
3QQQINVESCO QQQ TRCALL$846.6M8.09%1,149,700
4QQQINVESCO QQQ TRSH$400.7M3.83%544,110
5MUMICRON TECHNOLOGY INCCALL$189.8M1.81%164,400
6MSFTMICROSOFT CORPCALL$177.2M1.69%475,000
7SNDKSANDISK CORPCALL$116.0M1.11%51,000
8IWMISHARES TRCALL$94.6M0.90%314,900
9IWMISHARES TRSH$88.5M0.85%294,461
10GOOGLALPHABET INCPUT$88.2M0.84%246,700

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Alphadyne Asset Management LP hold as of Q2 2026?

Alphadyne Asset Management LP reported 857 positions worth $10.46B in its Q2 2026 13F filing. Largest positions: SPY (12.1%), QQQ (8.9%), QQQ (8.1%), QQQ (3.8%) and MU (1.8%).

What did Alphadyne Asset Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Alphadyne Asset Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.