Brevan Howard Capital Management Lp Portfolio Stock Holdings

Brevan Howard Capital Management Lp disclosed 2012 stock positions valued at approximately $10.0 billion in its latest SEC 13F filing. The largest holdings include ISHARES BITCOIN TRUST ETF, INVESCO QQQ TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
2012
Portfolio Value
$10.0B
Holdings by Sector
Brevan Howard Capital Management Lp Portfolio Holdings in Q1 2026

1829 holdings in the latest reporting period.

Page 1 of 19
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES BITCOIN TRUST ETFIBITOther9.31%24,304,788+18,756,030+338.02%$933,789,955
INVESCO QQQ TRQQQOther8.53%1,482,035+1,460,035+6636.52%$855,400,961
ISHARES TRHYGOther5.10%6,420,000+6,420,000+100.00%$510,775,200
NVIDIA CORPORATIONNVDATechnology5.02%2,960,428+2,456,276+487.21%$503,405,979
TESLA INCTSLAConsumer Cyclical4.17%1,123,875+986,711+719.37%$417,800,531
PDD HOLDINGS INCPDDConsumer Cyclical2.94%180,500+180,500+100.00%$295,095,840
ISHARES TRTLTOther2.38%2,750,000+2,590,000+1618.75%$238,397,500
ISHARES TRFXIOther2.16%6,030,000+6,030,000+100.00%$216,477,000
ISHARES TRLQDOther2.15%1,975,000+1,660,000+526.98%$215,255,250
SPDR GOLD TRGLDOther1.84%427,603+426,608+42875.18%$183,993,295
SELECT SECTOR SPDR TRXLFOther1.23%2,500,000+2,500,000+100.00%$123,425,000
ISHARES INCEWZOther1.18%3,070,495+3,070,495+100.00%$117,876,303
META PLATFORMS INCMETACommunication Services1.15%208,822+206,895+10736.64%$115,302,112
PALANTIR TECHNOLOGIES INCPLTRTechnology1.12%791,246+745,892+1644.60%$112,048,346
BOEING COBAIndustrials1.01%511,019+505,528+9206.48%$101,708,112
SANDISK CORPSNDKOther0.83%131,559+8,197+6.64%$83,584,695
UBER TECHNOLOGIES INCUBERTechnology0.78%1,116,853+1,056,929+1763.78%$78,615,282
NETFLIX INC.NFLXCommunication Services0.76%811,542+698,981+620.98%$76,581,162
MICRON TECHNOLOGY INCMUTechnology0.75%222,516+206,371+1278.23%$75,174,805
SCHWAB CHARLES CORPSCHWFinancial Services0.72%781,655+778,503+24698.70%$72,283,546
SELECT SECTOR SPDR TRXLUOther0.69%1,500,000+1,380,000+1150.00%$68,835,000
GENERAL MTRS COGMConsumer Cyclical0.68%910,166+906,106+22317.88%$67,807,368
MICROSOFT CORPMSFTTechnology0.58%1,611,410+1,602,025+17070.06%$57,787,239
CROWDSTRIKE HLDGS INCCRWDTechnology0.56%143,829+143,829+100.00%$56,152,280
SELECT SECTOR SPDR TRXLBOther0.50%1,000,000+1,000,000+100.00%$49,970,000
SELECT SECTOR SPDR TRXLPOther0.49%600,000+600,000+100.00%$49,188,000
JD.COM INCJDConsumer Cyclical0.48%1,649,000+1,649,000+100.00%$47,779,776
ORACLE CORPORCLTechnology0.47%317,233+65,058+25.80%$46,668,147
VANECK ETF TRUSTGDXOther0.45%496,884+224,831+82.64%$45,599,045
COINBASE GLOBAL INCCOINFinancial Services0.42%253,685+240,963+1894.07%$41,995,015
CONOCOPHILLIPSCOPEnergy0.40%306,002+306,002+100.00%$40,392,264
APPLE INCAAPLTechnology0.38%151,567-122,466-44.69%$38,466,189
ISHARES INCEWYOther0.36%292,385+292,385+100.00%$35,966,279
PERPETUA RESOURCES CORPPPTABasic Materials0.33%1,225,000+732,800+148.88%$32,854,500
KRANESHARES TRUSTKWEBOther0.32%1,117,500+1,088,500+3753.45%$31,770,525
ISHARES TREEMOther0.32%556,362+556,362+100.00%$31,595,798
CME GROUP INCCMEFinancial Services0.30%102,706-9,244-8.26%$30,334,218
MASTEC INCMTZIndustrials0.29%94,669+86,020+994.57%$29,488,447
TECHNIPFMC PLCG87110105Other0.29%417,708+417,708+100.00%$28,876,154
MCDONALDS CORPMCDConsumer Cyclical0.28%92,740+91,551+7699.83%$28,552,328
NIOCORP DEVS LTDNBBasic Materials0.28%6,485,000+3,924,584+153.28%$28,047,625
COMCAST CORP NEWCMCSACommunication Services0.27%942,356+799,343+558.93%$27,055,041
ELECTRONIC ARTS INCEACommunication Services0.26%128,540+26,540+26.02%$26,205,450
SELECT SECTOR SPDR TRXLYOther0.25%230,944+230,944+100.00%$25,168,277
DISNEY WALT CODISCommunication Services0.24%254,345+250,530+6566.97%$23,987,277
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.23%23,483+16,522+237.35%$23,399,166
ALPHABET INCGOOGLCommunication Services0.23%80,984-468,900-85.27%$23,287,759
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.21%65,533+24,662+60.34%$21,278,893
EXXON MOBIL CORPXOMEnergy0.20%119,450+92,833+348.77%$20,265,887
CHEVRON CORPORATIONCVXEnergy0.20%97,185+95,331+5141.91%$20,107,577
DIAMONDBACK ENERGY INCFANGEnergy0.20%100,192+97,742+3989.47%$19,816,976
CHENIERE ENERGY INCLNGEnergy0.18%65,278+55,668+579.27%$18,523,285
T-MOBILE US INCTMUSCommunication Services0.18%87,616+82,401+1580.08%$18,401,988
WALMART INCWMTConsumer Defensive0.18%144,495-731,128-83.50%$17,957,839
CAMECO CORPCCJEnergy0.18%162,545+66,320+68.92%$17,654,012
CVB FINL CORPCVBFFinancial Services0.17%895,386+595,386+198.46%$17,361,535
CISCO SYS INCCSCOTechnology0.17%221,143+108,631+96.55%$17,158,485
XPO INCXPOIndustrials0.17%85,603+85,603+100.00%$16,654,064
NORFOLK SOUTHN CORPNSCIndustrials0.17%58,552+534+0.92%$16,570,509
STIFEL FINL CORPSFFinancial Services0.16%221,321+91,176+70.06%$16,360,048
MARVELL TECHNOLOGY INCMRVLTechnology0.16%164,745-62-0.04%$16,317,992
ABBVIE INCABBVHealthcare0.16%73,583+73,583+100.00%$16,003,567
FREEPORT MCMORAN INCFCXBasic Materials0.16%268,503+167,704+166.37%$15,782,606
ELI LILLY & COLLYHealthcare0.16%17,119-1,443-7.77%$15,745,543
SPOTIFY TECHNOLOGY S ASPOTOther0.15%32,363+32,363+100.00%$15,460,938
CITIGROUP INCCFinancial Services0.15%140,370-145,629-50.92%$15,435,085
AMAZON COM INCAMZNConsumer Cyclical0.15%73,640-23,903-24.51%$15,337,003
ENOVA INTL INCENVAFinancial Services0.15%109,793+104,793+2095.86%$14,913,183
ALPHABET INCGOOGCommunication Services0.15%51,594-428,459-89.25%$14,800,255
KENVUE INCKVUEConsumer Defensive0.14%841,248+741,482+743.22%$14,503,116
ROBINHOOD MKTS INCHOODFinancial Services0.14%200,508+197,587+6764.36%$13,895,205
COLUMBIA BKG SYS INCCOLBFinancial Services0.13%468,474+118,474+33.85%$12,850,242
LAM RESEARCH CORPLRCXOther0.13%60,065+60,065+100.00%$12,833,488
CORE SCIENTIFIC INC NEWCORZTechnology0.12%883,432+594,503+205.76%$12,398,968
SERVISFIRST BANCSHARES INCSFBSFinancial Services0.12%170,000+158,546+1384.20%$12,225,550
ENERGY FUELS INCUUUUEnergy0.12%668,755+652,227+3946.19%$12,204,779
NU HLDGS LTDG6683N103Other0.12%834,449+834,449+100.00%$11,991,032
AMERIS BANCORPABCBFinancial Services0.12%150,000+42,412+39.42%$11,698,500
JPMORGAN CHASE & COJPMFinancial Services0.12%39,316-71,920-64.66%$11,565,195
AXOS FINANCIAL INCAXFinancial Services0.11%135,129+110,129+440.52%$11,498,127
CREDICORP LTDBAPOther0.11%33,802+33,802+100.00%$11,464,962
CIRCLE INTERNET GROUP INCCRCLOther0.11%120,114+36,820+44.20%$11,460,077
GRUPO FINANCIERO GALICIA S.AGGALFinancial Services0.11%252,650+154,794+158.19%$11,235,346
TERAWULF INCWULFFinancial Services0.11%775,366+627,766+425.32%$11,188,532
APPLIED MATLS INCAMATTechnology0.11%32,721+16,279+99.01%$11,183,711
WOODWARD INCWWDIndustrials0.11%30,711+20,920+213.67%$10,992,081
PARKER-HANNIFIN CORPPHIndustrials0.11%12,168+8,448+227.10%$10,893,280
WILLIAMS COS INCWMBEnergy0.11%148,081+107,161+261.88%$10,777,335
BOSTON SCIENTIFIC CORPBSXHealthcare0.11%171,568-29,188-14.54%$10,765,892
CAPITAL ONE FINL CORPCOFFinancial Services0.11%58,439+49,043+521.96%$10,661,027
QCR HLDGS INCQCRHFinancial Services0.11%124,507+44,507+55.63%$10,639,123
BRISTOL-MYERS SQUIBB COBMYHealthcare0.10%170,511-105,722-38.27%$10,341,492
NEBIUS GROUP N.V.NBISOther0.10%99,400+22,375+29.05%$10,313,744
ALBEMARLE CORPALBBasic Materials0.10%57,318+34,234+148.30%$10,290,300
ROYAL GOLD INCRGLDBasic Materials0.10%39,225+25,333+182.36%$9,982,370
COASTAL FINL CORP WACCBFinancial Services0.10%130,000+20,000+18.18%$9,893,000
SPROTT INCSIIFinancial Services0.10%70,000-5,000-6.67%$9,782,500
BWX TECHNOLOGIES INCBWXTIndustrials0.10%47,453+42,530+863.90%$9,703,664
TERADYNE INCTERTechnology0.10%32,726+4,635+16.50%$9,701,950
PATHWARD FINANCIAL INCCASHFinancial Services0.09%105,867-9,638-8.34%$9,446,512
Brevan Howard Capital Management Lp Options Holdings in Q1 2026

87 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026LQDiShares iBoxx $ Investment GradPUT2,750,000$299,722,500
Q1 2026TLTiShares 20+ Year Treasury Bond CALL3,250,000$281,742,500
Q1 2026HYGiShares iBoxx $ High Yield CorpCALL2,500,000$198,900,000
Q1 2026AGNCAGNC Investment Corp.PUT9,524,200$95,527,726
Q1 2026AGNCAGNC Investment Corp.CALL3,000,000$30,090,000
Q1 2026BABAAlibaba Group Holding LimitedCALL233,300$28,546,588
Q1 2026BABAAlibaba Group Holding LimitedPUT233,200$28,534,352
Q1 2026EEMiShares MSCI Emerging Index FunPUT500,000$28,395,000
Q1 2026AMZNAmazon.com, Inc.CALL100,000$20,827,000
Q1 2026ASMLASMLCALL15,000$19,812,450
Q1 2026ABNBAirbnb, Inc.PUT143,300$17,703,999
Q1 2026ABNBAirbnb, Inc.CALL143,100$17,679,290
Q1 2026XLFSPDR Select Sector Fund - FinanPUT332,358$16,408,514
Q1 2026EEMiShares MSCI Emerging Index FunCALL279,453$15,870,136
Q1 2026AAPLApple Inc.CALL60,000$15,227,400
Q1 2026NOWServiceNow, Inc.CALL92,331$9,653,206
Q1 2026XLESPDR Select Sector Fund - EnergCALL150,000$9,189,000
Q1 2026PEPPepsico, Inc.PUT55,501$8,618,750
Q1 2026RLRalph Lauren CorporationCALL19,837$6,823,730
Q1 2026CIThe Cigna GroupPUT24,745$6,600,729
Q1 2026BACBank of America CorporationCALL135,200$6,430,788
Q1 2026SYYSysco CorporationPUT72,778$5,191,255
Q1 2026AMATApplied Materials, Inc.CALL15,000$5,126,850
Q1 2026SREDBA SempraCALL46,488$4,517,239
Q1 2026JCIJohnson Controls International CALL29,772$3,898,643
Q1 2026TIGOMillicomCALL40,700$3,050,058
Q1 2026CSXCSX CorporationPUT72,341$2,969,598
Q1 2026OSKOshkosh Corporation (Holding CoPUT19,319$2,843,950
Q1 2026JBLJabil Inc.CALL10,119$2,687,910
Q1 2026DLTRDollar Tree, Inc.PUT24,308$2,661,969
Q1 2026FDSFactSet Research Systems Inc.CALL9,666$2,097,425
Q1 2026UAAUnder Armour, Inc.PUT337,312$1,993,514
Q1 2026BHPBHP Group LimitedCALL25,000$1,774,125
Q1 2026KDKyndryl Holdings, Inc.PUT132,294$1,735,697
Q1 2026CHYMChime FinancialCALL89,117$1,669,161
Q1 2026TTDThe Trade Desk, Inc.PUT67,792$1,538,200
Q1 2026BTSGBrightSpring Health Services, IPUT31,482$1,341,448
Q1 2026CRAICRA International,Inc.PUT8,286$1,341,338
Q1 2026BABoeing Company (The)CALL6,357$1,265,234
Q1 2026SENEASeneca Foods Corp.CALL7,891$1,192,488
Q1 2026LSTRLandstar System, Inc.CALL7,335$1,175,874
Q1 2026BABoeing Company (The)PUT5,500$1,094,665
Q1 2026JXNJackson Financial Inc.PUT9,308$984,042
Q1 2026JHGJanus HendersonCALL18,730$962,160
Q1 2026IQiQIYI, Inc.CALL670,146$901,346
Q1 2026VRSKVerisk Analytics, Inc.CALL4,578$868,676
Q1 2026GFLGFL Environmental Inc. SubordinPUT20,698$863,521
Q1 2026CRKComstock Resources, Inc.CALL34,625$729,895
Q1 2026STSensata TechnologiesPUT20,723$729,864
Q1 2026BCCBoise Cascade, L.L.C.CALL9,557$724,898
Q1 2026JACKJack In The Box Inc.PUT74,192$717,437
Q1 2026MEDPMedpace Holdings, Inc.CALL1,404$674,187
Q1 2026PLAYDave & Buster's Entertainment, CALL61,946$670,875
Q1 2026ITBiShares U.S. Home Construction PUT6,885$623,919
Q1 2026MRPMillrose PropertiesCALL21,949$614,572
Q1 2026OGEOGE Energy CorpCALL12,548$601,802
Q1 2026DDominion Energy, Inc.CALL9,026$557,987
Q1 2026KYTXKyverna Therapeutics, Inc.CALL63,516$548,143
Q1 2026IPGPIPG Photonics CorporationPUT4,635$531,125
Q1 2026EFCEllington Financial Inc.CALL38,994$462,079
Q1 2026CIGIColliers International Group InCALL3,996$427,132
Q1 2026STWDSTARWOOD PROPERTY TRUST, INC. SPUT24,540$422,579
Q1 2026MARAMARA Holdings, Inc.CALL51,417$419,563
Q1 2026AEPAmerican Electric Power CompanyPUT3,100$403,636
Q1 2026LZLegalZoom.com, Inc.PUT68,735$389,727
Q1 2026GTYGetty Realty CorporationCALL10,954$348,337
Q1 2026RBLXRoblox CorporationCALL5,507$311,476
Q1 2026KIDSOrthoPediatrics Corp.CALL19,586$310,830
Q1 2026SNXTD SYNNEX CorporationCALL1,782$300,641
Q1 2026AEPAmerican Electric Power CompanyCALL2,300$299,472
Q1 2026IOVAIovance Biotherapeutics, Inc.CALL80,353$282,039
Q1 2026VLGEAVillage Super Market, Inc.CALL6,603$278,845
Q1 2026ASMLASMLPUT200$264,166
Q1 2026TTANServiceTitanPUT4,076$258,663
Q1 2026JXNJackson Financial Inc.CALL2,365$250,028
Q1 2026CTASCintas CorporationCALL1,477$249,820
Q1 2026PKBKParke Bancorp, Inc.CALL7,950$225,780
Q1 2026IEIvanhoe Electric Inc.CALL19,063$225,325
Q1 2026NBNNortheast BankCALL1,854$208,334
Q1 2026MTXMinerals Technologies Inc.CALL2,918$206,945
Q1 2026CTOCTO Realty Growth, Inc.CALL10,055$185,917
Q1 2026JBIJanus International Group, Inc.CALL29,762$153,274
Q1 2026SPTSprout Social, IncCALL19,197$109,423
Q1 2026CNTXContext Therapeutics Inc.PUT41,100$107,682
Q1 2026MBOTMicrobot Medical Inc.CALL35,931$86,594
Q1 2026VERIVeritone, Inc.CALL29,213$57,550
Q1 2026CNTXContext Therapeutics Inc.CALL20,220$52,976

Notional value represents the total exposure of the options position.