ADAPT Investment Managers SA

FundGeneva · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$12.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

63 positions · filed Jul 27, 27 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 27 · against the report before it

New positions

7, biggest 4

SNOW SNOWFLAKE INC 900K shares1.8% of this fund's holdings

GOOG ALPHABET INC 553K shares1.6% of this fund's holdings

INTC INTEL CORP 1.2M shares1.3% of this fund's holdings

SMH VANECK ETF TRUST 63,911 shares0.3% of this fund's holdings

Sold out

LRCX LAM RESEARCH CORP All 375K shares

ZM ZOOM COMMUNICATIONS INC All 750K shares

Added to

24, biggest 4

AMD ADVANCED MICRO DEVICES INC +1.1M shares+33%

EEM ISHARES TR +7.0M shares+350%

HYG ISHARES TR +1.3M shares+20%

DELL DELL TECHNOLOGIES INC +360K shares+72%

Trimmed

18, biggest 4

MU MICRON TECHNOLOGY INC −317K shares−23%

TSLA TESLA INC −784K shares−35%

MRVL MARVELL TECHNOLOGY INC −600K shares−60%

AMZN AMAZON COM INC −324K shares−41%

Top holdings

Reference, not news

Top holdings · 63 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 AMD ADVANCED MICRO DEVICES INC 4.5M 20.8% +33%

2 MU MICRON TECHNOLOGY INC 1.0M 9.6% −23%

3 NVDA NVIDIA CORPORATION 4.8M 7.6% +1%

4 XLK SELECT SECTOR SPDR TR 4.0M 6.1% No change

5 EEM ISHARES TR 9.0M 4.9% +350%

6 TSLA TESLA INC 1.4M 4.8% −35%

7 HYG ISHARES TR 7.5M 4.8% +20%

8 DELL DELL TECHNOLOGIES INC 860K 3.0% +72%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.