1y return+31.8%S&P 500 +20.9%
3y return+56.7%S&P 500 +68.5%
5y return+89.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $500 against $299 in the S&P 500.2
Aequim Alternative Investments LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Hewlett Packard Enterprise CCUSIP 42824C208 | $473.9M | 21.6% | +15.7% |
| Bruker CorpCUSIP 116794207 | $258.8M | 11.8% | +16.0% |
| Super Micro Computer IncCUSIP 86800U500 | $223.4M | 10.2% | New |
| Oracle CorpCUSIP 68389X204 | $184.3M | 8.4% | +82.2% |
| Microchip Technology Inc.CUSIP 595017302 | $130.4M | 5.9% | +61.9% |
| Albemarle CorpCUSIP 012653200 | $123.2M | 5.6% | +71.2% |
| Novanta IncCUSIP 67000B203 | $95.6M | 4.4% | +40.0% |
| Pg&e CorpCUSIP 69331C306 | $91.0M | 4.1% | |
| Nextera Energy IncCUSIP 65339F655 | $67.1M | 3.1% | +26.1% |
| Whirlpool CorpCUSIP 963320205 | $61.5M | 2.8% | +191.7% |
| Nextera Energy IncCUSIP 65339F663 | $57.9M | 2.6% | +50.3% |
| CRWVCoreweave Inc | $45.7M | 2.1% | +120.1% |
| MKSIMks Inc. | $40.4M | 1.8% | +7.7% |
| Ppl CorpCUSIP 69351T866 | $31.9M | 1.5% | +62.5% |
| PANWPalo Alto Networks Inc | $25.0M | 1.1% | +3.7% |
| Warner Bros Discovery IncCUSIP 934423104 | $24.4M | 1.1% | +108.1% |
| Electronic Arts IncCUSIP 285512109 | $20.4M | 0.9% | |
| CAKECheesecake Factory Inc | $19.4M | 0.9% | |
| FLRFluor Corp | $18.5M | 0.8% | |
| NTNXNutanix Inc | $16.3M | 0.7% | |
| SOSouthern Co | $16.3M | 0.7% | +78.3% |
| IBITIshares Bitcoin Trust Etf | $15.1M | 0.7% | +40.0% |
| COINCoinbase Global Inc | $14.6M | 0.7% | |
| CORZWCore Scientific Inc New | $13.9M | 0.6% | |
| FOXFox Corp | $12.1M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MKSIMks Inc. | December 31, 2025 | +178.3% | $40.4M |
| CORZWCore Scientific Inc New | December 31, 2025 | +122.2% | $13.9M |
| PANWPalo Alto Networks Inc | March 31, 2026 | +112.7% | $25.0M |
| Hewlett Packard Enterprise CCUSIP 42824C208 | September 30, 2024 | +91.1% | $473.9M |
| Bruker CorpCUSIP 116794207 | September 30, 2025 | +64.8% | $258.8M |
| FLRFluor Corp | September 30, 2023 | +42.8% | $18.5M |
| CRWVCoreweave Inc | December 31, 2025 | +39.0% | $45.7M |
| Microchip Technology Inc.CUSIP 595017302 | March 31, 2026 | +34.6% | $130.4M |
| HAEHaemonetics Corp Mass | March 31, 2026 | +33.1% | $3.8M |
| CAKECheesecake Factory Inc | June 30, 2025 | +26.9% | $19.4M |
Sold off last quarter
- ETSYEtsy Inc was $7.6M
- ORAOrmat Technologies Inc was $5.9M
- SLABSilicon Laboratories Inc was $2.1M
- Hologic IncCUSIP 436440101 was $2.0M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $1.2M
- OIO-i Glass Inc was $210K
- DCHDauch Corp was $21K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +27.5% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +12.7% | +10.5% |
| March 31, 2025 | −0.0% | −4.6% |
| December 31, 2024 | +10.3% | +2.1% |
| September 30, 2024 | −5.1% | +5.4% |
| June 30, 2024 | −5.6% | +4.0% |
| March 31, 2024 | +12.1% | +10.0% |
| December 31, 2023 | −7.9% | +11.2% |
| September 30, 2023 | +3.5% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | −3.9% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | +10.8% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | +7.8% | −4.9% |
| December 31, 2021 | +9.7% | +10.7% |
| September 30, 2021 | −3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aequim Alternative Investments LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1728201&type=13F-HR&dateb=&owner=include&count=40CIK 1728201
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1728201/000142050626001517/Filed August 11, 2026 · accession 0001420506-26-001517