EdgeMarket › What Myda Advisors Llc reported owning

What Myda Advisors Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

607.9M

Positions

151

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
DVY
iShares Select Dividend ETF
39.4M6.5%260.0K164.09+17.7%
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
34.7M5.7%75.0K532.22+18.4%
CORZ
Core Scientific, Inc./tx
17.4M2.9%1.2M17.81+26.5%
MSFT
MICROSOFT CORP
14.8M2.4%40.0K483.24-4.4%
AMPX
Amprius Technologies, Inc.
12.4M2.0%735.0K10.34+53.4%
AMZN
AMAZON COM INC
11.2M1.9%54.0K258.63+15.6%
MGM
MGM Resorts International
10.8M1.8%291.0K43.74+20.5%
BHVN
Biohaven Ltd.
10.4M1.7%1.2M13.85-5.8%
PCAP
ProCap Acquisition Corp
9.2M1.5%900.0K10.36+1.6%
WULF
TERAWULF INC.
9.0M1.5%625.0K15.64+68.5%
XHB
State Street SPDR S&P Homebuilders ETF
7.9M1.3%80.0K106.50-5.2%
AVAV
AeroVironment Inc
7.7M1.3%42.0K160.22-31.0%
MANE
Veradermics, Inc
7.6M1.2%120.0K102.82
T
AT&T INC.
7.5M1.2%260.0K25.29-13.6%
TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
6.9M1.1%35.0K239.62+4.8%
XLU
State Street Utilities Select Sector SPDR ETF
6.4M1.1%140.0K42.77-0.7%
CNK
Cinemark Holdings, Inc.
6.4M1.1%225.0K36.60+37.7%
LLY
ELI LILLY & Co
6.3M1.0%6.8K1,255.40+78.0%
FEIM
FREQUENCY ELECTRONICS INC
6.2M1.0%140.0K61.69+128.5%
CEG
Constellation Energy Corp
6.1M1.0%21.8K272.88-13.2%
LEU
CENTRUS ENERGY CORP
6.1M1.0%35.0K186.26+5.8%
ZM
Zoom Communications, Inc.
6.0M1.0%75.0K107.43+48.9%
EUAD
Select STOXX Europe Aerospace & Defense ETF
5.7M0.9%140.0K46.12+11.9%
ARQT
Arcutis Biotherapeutics, Inc.
5.7M0.9%240.0K25.08+58.8%
GLNG
GOLAR LNG LTD
5.5M0.9%101.1K52.00+24.8%
OI
O-I Glass, Inc. /DE/
5.3M0.9%507.0K7.18-44.5%
VG
Venture Global, Inc.
5.3M0.9%338.0K14.21+13.1%
MSGS
Madison Square Garden Sports Corp.
5.1M0.8%16.0K406.16+107.7%
LNG
Cheniere Energy, Inc.
5.1M0.8%18.0K277.51+17.6%
VZ
VERIZON COMMUNICATIONS INC
5.0M0.8%100.0K49.45+9.7%
AEXA
American Exceptionalism Acquisition Corp. A
4.9M0.8%450.0K11.68
PTON
PELOTON INTERACTIVE, INC.
4.8M0.8%1.1M5.41-30.0%
NFLX
NETFLIX INC
4.6M0.8%48.0K79.59-34.4%
IYR
iShares U.S. Real Estate ETF
4.5M0.7%48.0K104.73+8.6%
EYPT
EyePoint, Inc.
4.3M0.7%330.0K5.32-53.8%
SPHR
Sphere Entertainment Co.
4.1M0.7%35.0K158.36+295.8%
PUMP
ProPetro Holding Corp.
4.0M0.7%275.0K11.33+143.1%
SCO
ProShares Trust II
4.0M0.7%475.0K23.61-66.2%
VLO
VALERO ENERGY CORP/TX
3.7M0.6%15.0K348.86+148.3%
PCYO
PURE CYCLE CORP
3.6M0.6%357.7K11.32+10.4%
TTMI
TTM TECHNOLOGIES INC
3.2M0.5%33.0K110.54+175.9%
WATT
Energous Corp
3.1M0.5%200.0K12.63+69.5%
HAL
HALLIBURTON CO
3.1M0.5%80.0K35.34+67.5%
REAL
TheRealReal, Inc.
3.1M0.5%340.0K11.12+36.9%
unmapped CUSIP G1368E1063.1M0.5%300.0K
VIAV
VIAVI SOLUTIONS INC.
3.1M0.5%92.0K38.90+268.7%
ECHO
EchoStar CORP
2.6M0.4%22.0K86.81+214.0%
LINC
LINCOLN EDUCATIONAL SERVICES CORP
2.4M0.4%60.0K25.72+31.9%
BNTC
Benitec Biopharma Inc.
2.4M0.4%225.0K13.48+4.7%
HST
HOST HOTELS & RESORTS, INC.
2.3M0.4%120.0K23.21+44.0%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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