# MAPLELANE CAPITAL, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1512173. Source: https://holderbook.com/funds/1512173-maplelane-capital-llc/

- Reported value: $5.5B
- Positions: 57
- Weight of the ten largest: 53.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $587.7M | 777,000 | 10.7% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $406.4M | 655,000 | 7.4% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $303.4M | 0 | 5.5% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $301.7M | 0 | 5.5% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $282.7M | 157,900 | 5.1% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $256.9M | 582,000 | 4.7% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $252.7M | 1,078,800 | 4.6% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $191.1M | 157,000 | 3.5% | 3 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $173.6M | 321,000 | 3.1% | 2 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $167.6M | 566,000 | 3.0% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $162.0M | 0 | 2.9% | 1 |
| LATTICE SEMICONDUCTOR CORP | [LSCC](https://holderbook.com/stocks/LSCC/) | $158.8M | 738,000 | 2.9% | 1 |
| FOX CORP | [FOXA](https://holderbook.com/stocks/FOXA/) | $156.1M | 2,293,000 | 2.8% | 1 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $149.6M | 317,000 | 2.7% | 20 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $149.1M | 346,000 | 2.7% | 1 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $148.5M | 222,000 | 2.7% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $124.3M | 94,000 | 2.3% | 2 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $103.1M | 299,000 | 1.9% | 1 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $89.3M | 880,000 | 1.6% | 1 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $83.6M | 165,000 | 1.5% | 3 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $82.1M | 124,000 | 1.5% | 4 |
| SOMNIGROUP INTERNATIONAL INC | [SGI](https://holderbook.com/stocks/SGI/) | $76.7M | 578,600 | 1.4% | 1 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $70.2M | 88,800 | 1.3% | 1 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $63.1M | 83,000 | 1.1% | 2 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $59.1M | 107,001 | 1.1% | 1 |
| FTAI AVIATION LTD | [FTAI](https://holderbook.com/stocks/FTAI/) | $58.8M | 57,200 | 1.1% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $57.7M | 0 | 1.0% | 2 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $53.6M | 0 | 1.0% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $52.3M | 0 | 0.9% | 1 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $50.3M | 1 | 0.9% | 1 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $49.8M | 120,000 | 0.9% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $42.9M | 120,000 | 0.8% | 2 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $42.7M | 61,192 | 0.8% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $42.4M | 120,000 | 0.8% | 1 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $37.3M | 0 | 0.7% | 1 |
| LIONSGATE STUDIOS CORP | [LION](https://holderbook.com/stocks/LION/) | $35.3M | 1,905,800 | 0.6% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $34.3M | 86,000 | 0.6% | 1 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $29.2M | 132,000 | 0.5% | 1 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $29.0M | 70,000 | 0.5% | 1 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $27.9M | 80,000 | 0.5% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $26.6M | 55,700 | 0.5% | 3 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $26.2M | 273,900 | 0.5% | 6 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $24.1M | 25,001 | 0.4% | 1 |
| ROKU INC | [ROKU](https://holderbook.com/stocks/ROKU/) | $22.1M | 160,000 | 0.4% | 3 |
| CHARTER COMMUNICATIONS INC | [CHTR](https://holderbook.com/stocks/CHTR/) | $21.3M | 0 | 0.4% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $19.3M | 780,000 | 0.3% | 1 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $17.9M | 320,000 | 0.3% | 2 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $17.1M | 1,390,000 | 0.3% | 1 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $16.2M | 170,400 | 0.3% | 7 |
| JAMES HARDIE INDS PLC | [JHX](https://holderbook.com/stocks/JHX/) | $13.6M | 518,400 | 0.2% | 1 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $13.1M | 113,800 | 0.2% | 1 |
| QUANTINUUM INC | [QNT](https://holderbook.com/stocks/QNT/) | $12.3M | 150,000 | 0.2% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $10.9M | 0 | 0.2% | 1 |
| SWEETGREEN INC | [SG](https://holderbook.com/stocks/SG/) | $9.3M | 1,050,200 | 0.2% | 4 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $8.5M | 1 | 0.2% | 1 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $7.0M | 39,054 | 0.1% | 1 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $5.9M | 340,000 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2026 | -7.5% | -4.6% | -2.9% | 63% |
| Q4 2024 | +13.1% | +2.1% | +10.9% | 63% |
| Q2 2023 | +17.3% | +8.3% | +9.0% | 62% |
| Q4 2020 | +12.8% | +11.6% | +1.1% | 62% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.5B | 57 |
| Q1 2026 | $2.8B | 40 |
| Q4 2025 | $2.8B | 50 |
| Q3 2025 | $4.2B | 61 |
| Q2 2025 | $3.6B | 51 |
| Q1 2025 | $2.4B | 49 |
| Q4 2024 | $3.4B | 68 |
| Q3 2024 | $1.7B | 50 |
| Q2 2024 | $2.9B | 57 |
| Q1 2024 | $3.1B | 62 |
| Q4 2023 | $2.2B | 43 |
| Q3 2023 | $2.0B | 31 |