Crystal Cove Asset Management, Llc Portfolio Stock Holdings

Crystal Cove Asset Management, Llc disclosed 17 stock positions valued at approximately $75.7 million in its latest SEC 13F filing. The largest holdings include ANTERO RESOURCES CORP, EOS ENERGY ENTERPRISES INC, and APPLE INC. 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
17
Portfolio Value
$75.7M
Holdings by Sector
Crystal Cove Asset Management, Llc Portfolio Holdings in Q1 2026

15 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ANTERO RESOURCES CORPAREnergy31.37%559,555+559,555+100.00%$23,747,514
EOS ENERGY ENTERPRISES INCEOSEIndustrials28.16%4,298,487+4,298,487+100.00%$21,320,496
APPLE INCAAPLTechnology5.28%15,753+15,753+100.00%$3,997,954
TRANSOCEAN LTDH8817H100Other3.26%371,780+371,780+100.00%$2,464,901
VALARIS LTDVALEnergy1.79%13,800+13,800+100.00%$1,352,952
WARRIOR MET COAL INCHCCBasic Materials0.92%7,500+7,500+100.00%$698,625
MICROSOFT CORPMSFTTechnology0.68%1,394+1,394+100.00%$516,017
RANGE RES CORPRRCEnergy0.68%11,383+11,383+100.00%$514,284
EQT CORPEQTEnergy0.50%5,932+5,932+100.00%$377,512
TESLA INCTSLAConsumer Cyclical0.50%1,014+1,014+100.00%$376,955
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.48%733+733+100.00%$360,291
AMAZON COM INCAMZNConsumer Cyclical0.37%1,340+1,340+100.00%$279,082
COMPASS INCCOMPReal Estate0.28%29,218+29,218+100.00%$213,584
SIBANYE STILLWATER LTDSBSWBasic Materials0.25%15,300+15,300+100.00%$188,496
MOONLAKE IMMUNOTHERAPEUTICSMLTXHealthcare0.25%10,000+10,000+100.00%$186,400
Crystal Cove Asset Management, Llc Options Holdings in Q1 2026

1 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026EOSEEos Energy Enterprises, Inc.CALL1,516,500$7,521,840

Notional value represents the total exposure of the options position.