Back to DBA TRADING, LLC
Q2 2026 13F filing
Updated 52 days ago39 disclosed positions worth $198.9M
Portfolio value
$198.9M
Total holdings
39
New positions
1
Closed positions
1
Increased
0
Decreased
0
Turnover
5.1%
Filed
2026-07-20
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APLD APPLIED DIGITAL CORP | $132.4M | 5.58M | 66.54% | Unchanged |
| 2 | ? N/A BRC GROUP HOLDINGS INC | $23.6M | 3.23M | 11.88% | Unchanged |
| 3 | G GOOGN ALPHABET INC | $5.6M | 19.6K | 2.83% | Unchanged |
| 4 | ? N/A SEQUANS COMMUNICATIONS S A | $3.5M | 1.40M | 1.78% | Unchanged |
| 5 | M MSFT MICROSOFT CORP | $3.2M | 8.6K | 1.60% | Unchanged |
| 6 | G GOOGN ALPHABET INC | $2.9M | 10.2K | 1.47% | Unchanged |
| 7 | G GSM FERROGLOBE PLC | $1.9M | 460.0K | 0.95% | Unchanged |
| 8 | D DRVN DRIVEN BRANDS HLDGS INC | $1.9M | 150.0K | 0.95% | Unchanged |
| 9 | O OLN OLIN CORP | $1.8M | 60.0K | 0.90% | Unchanged |
| 10 | ? N/A MAGNITE INC | $1.8M | 150.0K | 0.90% | Unchanged |
| 11 | ? N/A KAYNE ANDERSON BDC INC | $1.7M | 122.0K | 0.84% | Unchanged |
| 12 | A AMN AMN HEALTHCARE SVCS INC | $1.6M | 87.0K | 0.80% | Unchanged |
| 13 | ? N/A SUPER MICRO COMPUTER INC | $1.3M | 58.0K | 0.66% | Unchanged |
| 14 | S SPY STATE STR SPDR S&P 500 ETF T | $1.3M | 2.0K | 0.65% | Unchanged |
| 15 | G GEL GENESIS ENERGY L P | $1.3M | 72.5K | 0.65% | Unchanged |
| 16 | ? N/A EURONET WORLDWIDE INC | $1.2M | 18.5K | 0.62% | Unchanged |
| 17 | I IREN IREN LIMITED | $1.2M | 35.7K | 0.62% | Unchanged |
| 18 | S STRD STRATEGY INC | $1.1M | 9.2K | 0.58% | Unchanged |
| 19 | N NVDA NVIDIA CORPORATION | $1M | 6.0K | 0.53% | Unchanged |
| 20 | A AMTM AMENTUM HOLDINGS INC | $814K | 31.2K | 0.41% | Unchanged |
| 21 | ? N/A XPONENTIAL FITNESS INC | $800K | 132.9K | 0.40% | Unchanged |
| 22 | R RYZ RYERSON HLDG CORP | $787K | 35.0K | 0.40% | Unchanged |
| 23 | ? N/A THE REAL BROKERAGE INC | $750K | 300.0K | 0.38% | Unchanged |
| 24 | G GLNG GOLAR LNG LTD | $649K | 12.0K | 0.33% | Unchanged |
| 25 | G GME-WT GAMESTOP CORP | $645K | 28.0K | 0.32% | Unchanged |
| 26 | E EFXT ENERFLEX LTD | $502K | 24.0K | 0.25% | Unchanged |
| 27 | G GLAS GLASS HOUSE BRANDS INC | $490K | 60.0K | 0.25% | — |
| 28 | B BYND BEYOND MEAT INC | $478K | 681.4K | 0.24% | Unchanged |
| 29 | ? N/A ASTERA LABS INC | $373K | 3.4K | 0.19% | Unchanged |
| 30 | A ACVA ACV AUCTIONS INC | $297K | 70.0K | 0.15% | Unchanged |
| 31 | L LFCR LIFECORE BIOMEDICAL INC | $279K | 75.0K | 0.14% | Unchanged |
| 32 | O ORN ORION S.A. | $257K | 39.5K | 0.13% | Unchanged |
| 33 | C CVNA CARVANA CO | $252K | 800 | 0.13% | Unchanged |
| 34 | C CRWV COREWEAVE INC | $232K | 3.0K | 0.12% | Unchanged |
| 35 | C CDZIP CADIZ INC | $226K | 46.0K | 0.11% | Unchanged |
| 36 | C CRCL CIRCLE INTERNET GROUP INC | $210K | 2.2K | 0.11% | Unchanged |
| 37 | J JBI JANUS INTERNATIONAL GROUP IN | $206K | 40.0K | 0.10% | Unchanged |
| 38 | ? N/A AMC ENTMT HLDGS INC | $139K | 142.0K | 0.07% | Unchanged |
| 39 | I INTC INTEL CORP | $79K | 1.8K | 0.04% | Unchanged |