Tidal Investments LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,420 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 666,839 | $128.4M | 3.0% | $155.25 | +22.52% | 21 qtrssince 2018-Q4 | Increased 56 |
MICROSOFT CORP | 340,466 | $128M | 3.0% | $275.94 | +34.28% | 21 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TOTAL STOCK MARKET VIPERS | 446,669 | $106M | 2.5% | $190.65 | +21.30% | 21 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD MINISHARES TRUST | 1.8M | $74.7M | 1.7% | $37.68 | +8.58% | 13 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 484,011 | $73.5M | 1.7% | $109.19 | +39.16% | 18 qtrssince 2019-Q3 | Increased 49 |
TESLA INC | 282,452 | $70.2M | 1.6% | $218.88 | +13.52% | 17 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORP | 130,317 | $64.5M | 1.5% | $28.88 | +71.38% | 21 qtrssince 2018-Q4 | Increased 49 |
STRATEGY INC | 94,280 | $59.5M | 1.4% | $50.83 | +24.27% | 13 qtrssince 2020-Q4 | Increased 60 |
COINBASE GLOBAL INC -CLASS A | 319,452 | $55.6M | 1.3% | $133.28 | +30.49% | 11 qtrssince 2021-Q2 | Increased 51 |
VANGUARD FTSE EMERGING MARKETS | 1.3M | $53.2M | 1.2% | $39.69 | -2.48% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 372,035 | $52M | 1.2% | $102.49 | +35.27% | 21 qtrssince 2018-Q4 | Increased 50 |
MARA HOLDINGS INC | 2.1M | $48.6M | 1.1% | $24.66 | -4.73% | 12 qtrssince 2021-Q1 | Increased 74 |
BED BATH & BEYOND INC | 1.6M | $45.6M | 1.1% | $36.10 | -23.29% | 13 qtrssince 2020-Q4 | Increased 74 |
META PLATFORMS INC-CLASS A | 121,194 | $42.9M | 1.0% | $250.28 | +40.44% | 21 qtrssince 2018-Q4 | Increased 44 |
ADVANCED MICRO DEVICES | 283,315 | $41.8M | 1.0% | $107.83 | +36.70% | 21 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 34,974 | $39M | 0.9% | $72.09 | +51.41% | 13 qtrssince 2020-Q4 | Increased 54 |
PAYPAL HOLDINGS INC | 613,627 | $37.7M | 0.9% | $105.18 | -41.75% | 18 qtrssince 2019-Q3 | Increased 64 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2,022 | $37.5M | 0.9% | — | — | — | New — |
VANGUARD FTSE DEVELOPED ETF | 726,555 | $34.8M | 0.8% | $40.99 | +9.32% | 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: Diversified Scout. HoldingsIntel Rating: 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
Best and worst performing positions by estimated return
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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