Qvt Financial Lp Top Holdings and 13F Report (2026) About Qvt Financial LpInvestment ActivityQvt Financial Lp has $1.37 billion in total holdings as of March 31, 2026.Qvt Financial Lp owns shares of 73 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.22% of the portfolio was purchased this quarter.About 5.93% of the portfolio was sold this quarter.This quarter, Qvt Financial Lp has purchased 55 new stocks and bought additional shares in 21 stocks.Qvt Financial Lp sold shares of 6 stocks and completely divested from 13 stocks this quarter.Largest Holdings Roivant Sciences $696,966,265OKEANIS ECO TANKERS COR $64,836,007Carvana $54,597,117The Goldman Sachs Group $47,630,929Allot $37,284,631 Largest New Holdings this Quarter 45676K103 - INFLEQTION INC $12,303,898 Holding03152W109 - Amicus Therapeutics $10,111,892 HoldingM2029K104 - BIRKENSTOCK HOLDING PLC $9,800,867 Holding68389X204 - ORACLE CORP $8,022,875 HoldingG73944103 - REAL ASSET ACQUISITION CORP $8,008,192 Holding Largest Purchases this Quarter Microsoft 43,350 shares (about $16.05M)INFLEQTION INC 1,254,220 shares (about $12.30M)Blackstone Secured Lending Fund 517,416 shares (about $12.26M)Invesco QQQ 20,685 shares (about $11.94M)Amicus Therapeutics 699,301 shares (about $10.11M) Largest Sales this Quarter Roivant Sciences 1,225,784 shares (about $33.95M)Carvana 36,334 shares (about $11.42M)D-Wave Quantum 281,500 shares (about $4.06M)Janus Henderson AAA CLO ETF 30,000 shares (about $1.51M)IonQ 35,000 shares (about $1.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofQvt Financial Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorROIVRoivant Sciences$696,966,265$33,954,217 â–¼-4.6%25,161,23751.0%MedicalOKEANIS ECO TANKERS COR$64,836,0070.0%1,423,9974.7%SHSCVNACarvana$54,597,117$11,422,683 â–¼-17.3%173,6664.0%Retail/WholesaleGSThe Goldman Sachs Group$47,630,929$3,831,489 â–²8.7%56,3023.5%FinanceALLTAllot$37,284,631$3,568,228 â–²10.6%5,598,2932.7%Business ServicesQQQInvesco QQQ$36,648,044$11,938,968 â–²48.3%63,4952.7%FinanceNNINelnet$29,843,149$225,551 â–²0.8%231,4142.2%FinanceNXSTNexstar Media Group$28,079,4630.0%155,2812.1%Consumer DiscretionaryNYTNew York Times$26,537,9720.0%316,9471.9%Consumer StaplesNVDANVIDIA$23,925,413$94,525 â–²0.4%137,1871.8%Computer and TechnologyAAPLApple$23,035,249$3,661,682 â–²18.9%90,7651.7%Computer and TechnologyBRK.BBerkshire Hathaway$22,975,7230.0%47,9461.7%FinanceATEXAnterix$19,245,5070.0%503,9411.4%Computer and TechnologyBXSLBlackstone Secured Lending Fund$17,758,829$12,257,585 â–²222.8%749,6341.3%FinanceMSFTMicrosoft$16,857,172$16,046,870 â–²1,980.4%45,5391.2%Computer and TechnologyAADIAadi Bioscience$15,924,1960.0%4,615,7091.2%MedicalLILAKLiberty Global$15,430,2990.0%1,749,4671.1%Computer and TechnologyINFLEQTION INC$12,303,898$12,303,898 â–²New Holding1,254,2200.9%COM SHSKMXCarMax$10,848,347$1,284,947 â–²13.4%260,9030.8%Retail/WholesaleIONQIonQ$10,667,100$1,009,050 â–¼-8.6%370,0000.8%Computer and TechnologyNENoble$10,237,6700.0%208,6340.7%EnergyFOLDAmicus Therapeutics$10,111,892$10,111,892 â–²New Holding699,3010.7%MedicalBIRKENSTOCK HOLDING PLC$9,800,867$9,800,867 â–²New Holding273,5380.7%COM SHSORACLE CORP$8,022,875$8,022,875 â–²New Holding175,0000.6%6.5 DEP CUM SR DREAL ASSET ACQUISITION CORP$8,008,192$8,008,192 â–²New Holding762,6850.6%SHS CL AZURAZura Bio$7,798,028$7,798,028 â–²New Holding1,310,5930.6%MedicalMAKEMYTRIP LIMITED MAURITIUS$7,615,2920.0%6,500,0000.6%NOTE 2/1TRINTrinity Capital$7,406,485$7,406,485 â–²New Holding503,5000.5%FinanceSMMTSummit Therapeutics$6,835,5350.0%360,5240.5%MedicalJAAAJanus Henderson AAA CLO ETF$5,972,975$1,511,100 â–¼-20.2%118,5820.4%ETFAVGOBroadcom$5,487,303$45,188 â–²0.8%17,7290.4%Computer and TechnologyMGNIMagnite$5,392,451$4,664,290 â–²640.6%453,9100.4%Computer and TechnologyCMTLComtech Telecommunications$5,344,349$952,871 â–²21.7%1,694,4670.4%Computer and TechnologyQBTSD-Wave Quantum$5,194,800$4,062,045 â–¼-43.9%360,0000.4%Computer and TechnologyEAElectronic Arts$4,077,400$4,077,400 â–²New Holding20,0000.3%Consumer DiscretionaryARGXargenex$3,810,4440.0%5,2180.3%MedicalTSLXSixth Street Specialty Lending$3,676,000$3,676,000 â–²New Holding200,0000.3%FinanceSPYSPDR S&P 500 ETF Trust$3,053,997$3,053,997 â–²New Holding4,6960.2%FinanceSNPSSynopsys$2,993,820$662,914 â–²28.4%7,5510.2%Computer and TechnologyMAYFAIR GOLD CORP$2,671,275$2,671,275 â–²New Holding909,9990.2%COM NEWRGTIRigetti Computing$2,527,200$1,123,200 â–²80.0%180,0000.2%Computer and TechnologyDOORDASH INC$2,418,766$949,398 â–²64.6%16,1090.2%CL AIOVAIovance Biotherapeutics$2,381,7600.0%678,5640.2%MedicalAMDAdvanced Micro Devices$1,532,438$551,499 â–²56.2%7,5330.1%Computer and TechnologyGOOGLAlphabet$1,440,100$317,754 â–²28.3%5,0080.1%Computer and TechnologyBHVNBiohaven$1,438,2510.0%170,0060.1%MedicalGTNGray Media$1,264,9020.0%291,4520.1%Consumer DiscretionaryGLWCorning$1,246,029$1,246,029 â–²New Holding9,1640.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,230,138$1,230,138 â–²New Holding3,6400.1%Computer and TechnologyCDNSCadence Design Systems$1,193,452$1,193,452 â–²New Holding4,2950.1%Computer and TechnologyAMATApplied Materials$1,123,122$1,123,122 â–²New Holding3,2860.1%Computer and TechnologyKKRKKR & Co. Inc.$1,040,162$1,040,162 â–²New Holding11,2450.1%FinanceMTSIMACOM Technology Solutions$1,030,405$245,609 â–²31.3%4,6400.1%Computer and TechnologyBXBlackstone$1,030,080$1,030,080 â–²New Holding8,9580.1%FinancePANWPalo Alto Networks$1,019,956$772,743 â–²312.6%6,3620.1%Computer and TechnologyARESAres Management$1,005,793$1,005,793 â–²New Holding9,2190.1%FinanceSANDISK CORP$864,062$864,062 â–²New Holding1,3600.1%COMMDBMongoDB$769,067$15,421 â–¼-2.0%3,1420.1%Computer and TechnologyABNBAirbnb$698,834$47,355 â–²7.3%5,5340.1%Consumer DiscretionarySHOPIFY INC$668,898$174,846 â–²35.4%5,6390.0%CL A SUB VTG SHSNFLXNetflix$569,2080.0%5,9200.0%Consumer DiscretionarySNOWSnowflake$495,745$495,745 â–²New Holding3,2870.0%Computer and TechnologyNETCloudflare$472,519$472,519 â–²New Holding2,2900.0%Computer and TechnologyGOOGAlphabet$438,035$438,035 â–²New Holding1,5270.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$422,310$422,310 â–²New Holding2,8870.0%CL ACRWDCrowdStrike$400,170$400,170 â–²New Holding1,0250.0%Computer and TechnologyRMBSRambus$399,867$399,867 â–²New Holding4,6480.0%Computer and TechnologyAPHAmphenol$351,253$351,253 â–²New Holding2,7800.0%Computer and TechnologyLITELumentum$312,025$312,025 â–²New Holding4440.0%Computer and TechnologyAKAMAkamai Technologies$272,424$272,424 â–²New Holding2,3720.0%Computer and TechnologyINFLEQTION INC$221,250$221,250 â–²New Holding50,0000.0%*W EXP 02/17/203ZSZscaler$204,683$204,683 â–²New Holding1,4590.0%Computer and TechnologyNOKNokia$97,043$97,043 â–²New Holding12,0700.0%Computer and TechnologyCHURCHILL CAP CORP X$0$22,978,301 â–¼-100.0%00.0%SHS CL AIQIYI INC$0$1,007,889 â–¼-100.0%00.0%NOTE 6.500% 3/1CYBRCyberArk Software$0$881,861 â–¼-100.0%00.0%Computer and TechnologyPDDPDD$0$685,102 â–¼-100.0%00.0%Retail/WholesaleAPPLOVIN CORP$0$659,670 â–¼-100.0%00.0%COM CL ADDOGDatadog$0$621,474 â–¼-100.0%00.0%Computer and TechnologyCOHRCoherent$0$398,856 â–¼-100.0%00.0%Business ServicesCHURCHILL CAP CORP X$0$385,000 â–¼-100.0%00.0%*W EXP 05/14/203SESEA$0$359,875 â–¼-100.0%00.0%Computer and TechnologyNTNXNutanix$0$296,184 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$253,529 â–¼-100.0%00.0%Computer and TechnologyTCOMTrip.com Group$0$206,166 â–¼-100.0%00.0%Consumer DiscretionaryUUnity Software$0$204,507 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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