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Graham Capital Management, L.P. - Portfolio Stock Holdings

Graham Capital Management, L.P. disclosed 1461 stock positions in a recent SEC 13F filing. $2,611,531,422 of stock holdings were filed, with the largest holdings including NVDA, AMZN, and GOOG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $42,865,979,000 and has 209 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

1461

Est. Stock Holding Value:

$2,611,531,422

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Graham Capital Management, L.P.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Graham Capital Management, L.P.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.