Tidal Investments LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,420 positions
Apple Inc | 666,839 | $128.4M | 3.0% | $152.53 | +24.70% | 21 qtrssince 2018-Q4 | Increased 56 |
Microsoft Corp | 340,466 | $128M | 3.0% | $275.89 | +33.45% | 21 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TOTAL STOCK MARKET ETF | 446,669 | $106M | 2.5% | $190.82 | +20.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
SPDR Gold MiniShares Trust | 1.8M | $74.7M | 1.7% | $38.79 | +5.48% | 8 qtrssince 2022-Q1 | Decreased 0 |
Amazon.com Inc | 484,011 | $73.5M | 1.7% | $123.44 | +23.08% | 18 qtrssince 2019-Q3 | Increased 49 |
Tesla Inc | 282,452 | $70.2M | 1.6% | $218.99 | +13.47% | 17 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA Corp | 130,317 | $64.5M | 1.5% | $27.85 | +77.29% | 21 qtrssince 2018-Q4 | Increased 49 |
MicroStrategy Inc | 94,280 | $59.5M | 1.4% | $51.07 | +23.68% | 13 qtrssince 2020-Q4 | Increased 60 |
Coinbase Global Inc | 319,452 | $55.6M | 1.3% | $133.94 | +29.85% | 11 qtrssince 2021-Q2 | Increased 51 |
VANGUARD EMERGING MARKETS ETF | 1.3M | $53.2M | 1.2% | $39.47 | -2.26% | 21 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 372,035 | $52M | 1.2% | $107.87 | +28.28% | 21 qtrssince 2018-Q4 | Increased 50 |
Marathon Patent Group Inc | 2.1M | $48.6M | 1.1% | $25.25 | -6.96% | 12 qtrssince 2021-Q1 | Increased 74 |
Overstock.com Inc | 1.6M | $45.6M | 1.1% | $36.10 | -23.29% | 13 qtrssince 2020-Q4 | Increased 74 |
Facebook Inc | 121,194 | $42.9M | 1.0% | $250.15 | +40.16% | 21 qtrssince 2018-Q4 | Increased 44 |
Advanced Micro Devices Inc | 283,315 | $41.8M | 1.0% | $107.83 | +36.70% | 21 qtrssince 2018-Q4 | Increased 52 |
Broadcom Inc | 34,974 | $39M | 0.9% | $72.03 | +50.70% | 13 qtrssince 2020-Q4 | Increased 54 |
PayPal Holdings Inc | 613,627 | $37.7M | 0.9% | $105.47 | -42.42% | 18 qtrssince 2019-Q3 | Increased 64 |
SPDR S&P 500 ETF Trust | 2,022 | $37.5M | 0.9% | — | — | — | New — |
VANGUARD FTSE DEV MKT ETF | 726,555 | $34.8M | 0.8% | $40.60 | +9.31% | 21 qtrssince 2018-Q4 | Decreased 0 |
Tesla Inc | 34,125 | $34.7M | 0.8% | — | — | — | New — |
Tidal Investments LLC manages $4.3B across 1420 positions as of Q4 2023. Top holdings: AAPL (3.0%), MSFT (3.0%), VTI (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 267 new positions, 160 exits, 675 increased. Top move: MARA (INCREASED, conviction 74). Portfolio: $4.3B across 1420 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR