Kirkoswald Asset Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Kirkoswald Asset Management Llc disclosed 2 stock positions valued at approximately $16.79M as of quarter-end June 30, 2026. The largest holdings include GLOBAL X FDS and VISTA ENERGY S.A.B. DE C.V..

Report Period
June 30, 2026
No. of Stocks
2
Portfolio Value
$16.79M
Holdings by Sector
Kirkoswald Asset Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GLOBAL X FDSARGTOther54.39%100,000+100,000+100.00%$9,130,000
VISTA ENERGY S.A.B. DE C.V.VISTEnergy45.61%120,000+63,099+110.89%$7,656,000
Showing 2 of 2 holdings in the latest reporting period.
Kirkoswald Asset Management Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AMZNAmazon.com, Inc.CALL4,325,000$1,030,820,500
Q2 2026EEMiShares MSCI Emerging Index FunCALL1,455,000$99,536,550
Q2 2026HYGiShares iBoxx $ High Yield CorpPUT660,000$52,780,200
Q2 2026SMHVanEck Semiconductor ETFPUT20,000$13,117,800
Q2 2026GDXVanEck Gold Miners ETFCALL75,000$5,658,750
Q2 2026ARGTGlobal X MSCI Argentina ETFCALL50,000$4,565,000
Showing 6 of 6 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Kirkoswald Asset Management Llc Portfolio Stock Holdings | InsiderSet