Myda Advisors LLC Top Holdings and 13F Report (2026) About Myda Advisors LLCInvestment ActivityMyda Advisors LLC has $671.87 million in total holdings as of June 30, 2026.Myda Advisors LLC owns shares of 162 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 50.25% of the portfolio was purchased this quarter.About 53.26% of the portfolio was sold this quarter.This quarter, Myda Advisors LLC has purchased 132 new stocks and bought additional shares in 31 stocks.Myda Advisors LLC sold shares of 32 stocks and completely divested from 50 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $101,560,720Invesco QQQ $40,502,000iShares Select Dividend ETF $27,352,500Amazon.com $20,258,900MGM Resorts International $19,124,000 Largest New Holdings this Quarter 92189F676 - VanEck Semiconductor ETF $16,397,250 Holding67066G104 - NVIDIA $15,406,930 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $9,397,300 Holding80004C200 - SANDISK CORP $9,094,920 Holding042068205 - ARM HOLDINGS PLC $7,800,540 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 133,000 shares (about $99.32M)VanEck Semiconductor ETF 25,000 shares (about $16.40M)NVIDIA 77,000 shares (about $15.41M)SPACE EXPLORATION TECHN CORP 55,000 shares (about $9.40M)SANDISK CORP 4,000 shares (about $9.09M) Largest Sales this Quarter Invesco QQQ 55,000 shares (about $40.50M)CORE SCIENTIFIC INC NEW 610,000 shares (about $15.61M)iShares Select Dividend ETF 85,000 shares (about $13.29M)TeraWulf 525,000 shares (about $12.97M)iShares Russell 2000 ETF 38,000 shares (about $11.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMyda Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$101,560,720$99,320,410 â–²4,433.3%136,00015.1%ETFQQQInvesco QQQ$40,502,000$40,502,000 â–¼-50.0%55,0006.0%ETFDVYiShares Select Dividend ETF$27,352,500$13,285,500 â–¼-32.7%175,0004.1%ETFAMZNAmazon.com$20,258,900$7,388,540 â–²57.4%85,0003.0%Consumer DiscretionaryMGMMGM Resorts International$19,124,000$5,211,290 â–²37.5%400,0002.8%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$18,936,600$15,609,900 â–¼-45.2%740,0002.8%COMIWMiShares Russell 2000 ETF$18,027,000$11,417,100 â–¼-38.8%60,0002.7%ETFBHVNBiohaven$17,707,200$520,800 â–¼-2.9%1,190,0002.6%HealthcareSMHVanEck Semiconductor ETF$16,397,250$16,397,250 â–²New Holding25,0002.4%ETFNVDANVIDIA$15,406,930$15,406,930 â–²New Holding77,0002.3%TechnologyAMERICAN EXCEPTIONALISM ACQU$13,891,869$8,572,869 â–²161.2%1,175,2852.1%ORD CL AAVAVAeroVironment$13,700,810$4,291,820 â–²45.6%83,0002.0%IndustrialsVERADERMICS INC$12,294,000$2,458,800 â–¼-16.7%100,0001.8%COMMON STOCKNFLXNetflix$12,138,000$8,710,800 â–²254.2%170,0001.8%Communication ServicesMSGSMadison Square Garden$11,251,520$4,822,080 â–²75.0%28,0001.7%Communication ServicesSPACE EXPLORATION TECHN CORP$9,397,300$9,397,300 â–²New Holding55,0001.4%CLASS A COM STKCHENIERE ENERGY INC$9,106,281$1,170,910 â–¼-11.4%38,1001.4%COM NEWSANDISK CORP$9,094,920$9,094,920 â–²New Holding4,0001.4%COMXHBSPDR S&P Homebuilders ETF$8,667,000$577,800 â–¼-6.3%75,0001.3%ETFTAT&T$7,866,000$2,484,000 â–²46.2%380,0001.2%Communication ServicesARM HOLDINGS PLC$7,800,540$7,800,540 â–²New Holding22,0001.2%SPONSORED ADSPROCAP ACQUISITION CORP$7,710,000$1,542,000 â–¼-16.7%750,0001.1%SHS CL ACNKCinemark$7,393,090$253,840 â–²3.6%233,0001.1%Communication ServicesPALANTIR TECHNOLOGIES INC$7,000,200$7,000,200 â–²New Holding60,0001.0%CL ABIDUBaidu$6,857,400$6,857,400 â–²New Holding60,0001.0%Communication ServicesARQTArcutis Biotherapeutics$6,292,8000.0%240,0000.9%HealthcareSNOWSnowflake$5,853,500$2,799,500 â–²91.7%23,0000.9%TechnologyAAPLApple$5,787,200$5,787,200 â–²New Holding20,0000.9%TechnologyCOREWEAVE INC$5,773,320$4,280,220 â–²286.7%58,0000.9%COM CL AVIA TRANSN INC$5,442,000$5,442,000 â–²New Holding300,0000.8%COM CL ADDOGDatadog$5,207,200$1,562,160 â–²42.9%20,0000.8%TechnologyPTONPeloton Interactive$5,141,700$2,038,950 â–¼-28.4%870,0000.8%Consumer DiscretionaryMDBMongoDB$4,702,600$4,030,800 â–²600.0%14,0000.7%TechnologyPROSHARES TR$4,645,500$2,973,120 â–²177.8%50,0000.7%ULTRA ETHER ETFIGViShares Expanded Tech-Software Sector ETF$4,530,000$4,530,000 â–²New Holding50,0000.7%ETFFUELCELL ENERGY INC$4,483,245$4,483,245 â–²New Holding124,5000.7%COM NEWSEDGSolarEdge Technologies$4,383,000$4,383,000 â–²New Holding75,0000.7%IndustrialsSPHRSphere Entertainment$4,325,750$1,730,300 â–¼-28.6%25,0000.6%Communication ServicesCHTRCharter Communications$4,266,300$3,981,880 â–²1,400.0%30,0000.6%Communication ServicesPCYOPure Cycle$4,226,070$394,653 â–²10.3%394,5910.6%UtilitiesGLNGGolar LNG$4,086,880$3,443,944 â–¼-45.7%82,0000.6%EnergyREALRealReal$4,008,6000.0%340,0000.6%Consumer DiscretionaryCEGConstellation Energy$3,973,920$1,440,546 â–¼-26.6%16,0000.6%UtilitiesVICRVicor$3,797,800$3,797,800 â–²New Holding10,0000.6%IndustrialsZMZoom Communications$3,797,640$2,675,610 â–¼-41.3%44,0000.6%TechnologyLINCLincoln Educational Services$3,742,500$748,500 â–²25.0%75,0000.6%Consumer DiscretionaryEYPTEyepoint Pharmaceuticals$3,575,000$1,144,000 â–¼-24.2%250,0000.5%HealthcareVEEVVeeva Systems$3,549,400$3,549,400 â–²New Holding20,0000.5%HealthcareXLUUtilities Select Sector SPDR Fund$3,400,500$2,947,100 â–¼-46.4%75,0000.5%ETFHALHalliburton$3,395,000$679,000 â–²25.0%100,0000.5%EnergyBENITEC BIOPHARMA INC$3,345,000$334,500 â–²11.1%250,0000.5%COM NEWCCOICogent Communications$3,331,200$2,082,000 â–²166.7%240,0000.5%Communication ServicesUTIUniversal Technical Institute$3,207,750$1,069,250 â–²50.0%75,0000.5%Consumer DiscretionaryBLUE WTR ACQUISITION CORP. I$3,096,0000.0%300,0000.5%ORD SHS CL ASATELLOGIC INC$3,088,800$2,402,400 â–²350.0%540,0000.5%COM CL ASUPER MICRO COMPUTER INC$2,933,000$2,933,000 â–²New Holding100,0000.4%COM NEWINDIindie Semiconductor$2,923,556$2,014,852 â–²221.7%651,1260.4%TechnologyBLDPBallard Power Systems$2,761,900$2,761,900 â–²New Holding710,0000.4%IndustrialsTTWOTake-Two Interactive Software$2,749,780$7,999,360 â–¼-74.4%11,0000.4%Communication ServicesSOLV ENERGY INC$2,724,000$2,724,000 â–²New Holding80,0000.4%COM SHS CL ASHIMMICK CORPORATION$2,627,750$2,627,750 â–²New Holding575,0000.4%COMCROXCrocs$2,533,440$1,206,400 â–²90.9%21,0000.4%Consumer DiscretionaryDSPViant Technology$2,532,000$2,532,000 â–²New Holding200,0000.4%TechnologyWULFTeraWulf$2,470,000$12,967,500 â–¼-84.0%100,0000.4%TechnologyENERGOUS CORP$2,405,000$2,405,000 â–¼-50.0%100,0000.4%COM NEWHSTHost Hotels & Resorts$2,371,000$474,200 â–¼-16.7%100,0000.4%Real EstateJAMES HARDIE INDS PLC$2,356,200$2,356,200 â–²New Holding90,0000.4%ORD SHSINSMInsmed$2,345,640$1,599,300 â–²214.3%22,0000.3%HealthcareBWABorgWarner$2,257,600$2,257,600 â–²New Holding34,0000.3%Consumer DiscretionarySRADSportradar Group$2,245,500$2,245,500 â–²New Holding150,0000.3%Consumer DiscretionaryOYSTER ENTERPRISES II ACQUIS$2,047,7100.0%199,0000.3%ORD SHS CL ALFSTLifeStance Health Group$2,034,9000.0%190,0000.3%HealthcareAPPFAppFolio$1,924,200$1,924,200 â–²New Holding12,0000.3%TechnologyPOCIPrecision Optics$1,912,500$127,500 â–¼-6.3%375,0000.3%HealthcareELECTROVAYA INC$1,785,000$1,012,442 â–¼-36.2%170,0000.3%COM NEWOIO-I Glass$1,733,400$3,726,810 â–¼-68.3%180,0000.3%MaterialsMUMicron Technology$1,731,435$2,885,725 â–¼-62.5%1,5000.3%TechnologyUNUSUAL MACHS INC$1,672,500$1,672,500 â–²New Holding75,0000.2%COM SHSCOFCapital One Financial$1,522,505$1,522,505 â–²New Holding7,5890.2%FinanceBEBloom Energy$1,513,500$1,513,500 â–²New Holding5,0000.2%IndustrialsENPHEnphase Energy$1,477,200$1,477,200 â–²New Holding30,0000.2%TechnologyKYIVSTAR GROUP LTD$1,464,153$49,575 â–²3.5%228,4170.2%*W EXP 08/14/203GPCGenuine Parts$1,415,760$1,415,760 â–²New Holding12,0000.2%Consumer DiscretionaryWSMWilliams-Sonoma$1,398,600$1,398,600 â–²New Holding6,0000.2%Consumer DiscretionaryCENXCentury Aluminum$1,380,300$1,380,300 â–²New Holding30,0000.2%MaterialsPROKIDNEY CORP$1,307,181$432,480 â–²49.4%640,7750.2%SHS CL APESIPerma-Fix Environmental Services$1,286,100$428,700 â–¼-25.0%90,0000.2%IndustrialsXTI AEROSPACE INC$1,267,000$72,400 â–¼-5.4%700,0000.2%COM NEWTURTLE BEACH CORP$1,245,000$1,245,000 â–²New Holding100,0000.2%COM NEWLTHLife Time Group$1,225,200$735,120 â–¼-37.5%30,0000.2%Consumer DiscretionaryIMTXImmatics$1,215,6000.0%120,0000.2%HealthcareSMURFIT WESTROCK PLC$1,202,760$1,202,760 â–²New Holding26,0000.2%SHSISHARES ETHEREUM TR$1,189,000$1,189,000 â–²New Holding100,0000.2%SHSGNRCGenerac$1,171,240$1,171,240 â–²New Holding4,0000.2%IndustrialsPROSHARES TR$1,161,200$1,161,200 â–²New Holding40,0000.2%SHOR BITC ET NEWMOAltria Group$1,079,250$1,079,250 â–²New Holding15,0000.2%Consumer StaplesGOOGLAlphabet$1,072,110$1,072,110 â–²New Holding3,0000.2%Communication ServicesJMIAJumia Technologies$1,069,3580.0%151,6820.2%Consumer DiscretionaryGLWCorning$1,021,720$1,021,720 â–²New Holding4,0000.2%TechnologyROCKET LAB CORP$1,016,500$1,016,500 â–²New Holding10,0000.2%COMShowing largest 100 holdings. 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