Parametrica Management Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 12, 2026, Parametrica Management Ltd disclosed 20 stock positions valued at approximately $127.60M as of quarter-end June 30, 2026. The largest holdings include ROUNDHILL ETF TRUST, MICRON TECHNOLOGY INC, and TAIWAN SEMICONDUCTOR MANUFAC.

Report Period
June 30, 2026
No. of Stocks
20
Portfolio Value
$127.60M
Holdings by Sector
Parametrica Management Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ROUNDHILL ETF TRUSTDRAMOther24.66%426,000+426,000+100.00%$31,460,100
MICRON TECHNOLOGY INCMUTechnology18.41%20,349+599+3.03%$23,488,647
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology9.06%24,200+12,000+98.36%$11,557,194
ALPHABET INCGOOGLCommunication Services7.96%28,432+5,038+21.54%$10,160,744
META PLATFORMS INCMETACommunication Services7.13%16,160+8,000+98.04%$9,102,766
NVIDIA CORPORATIONNVDATechnology4.89%31,190-7,000-18.33%$6,240,807
CATERPILLAR INCCATIndustrials4.51%5,400-1,600-22.86%$5,750,460
INTEL CORPINTCTechnology3.28%30,000+30,000+100.00%$4,188,900
BROADCOM INCAVGOTechnology2.97%10,031+1,909+23.50%$3,789,210
APPLE INCAAPLTechnology2.72%12,000+12,000+100.00%$3,472,320
SANDISK CORPSNDKOther2.67%1,500+1,500+100.00%$3,410,595
ISHARES INCEWYOther2.37%15,000+15,000+100.00%$3,028,500
SEAGATE TECHNOLOGY HLDNGS PLSTXOther2.29%3,025+3,025+100.00%$2,919,125
NOKIA CORPNOKTechnology1.67%160,000+160,000+100.00%$2,124,800
ATRENEW INCREREConsumer Cyclical1.65%544,946--$2,108,941
CORNING INCGLWTechnology1.57%7,839+7,839+100.00%$2,002,316
QUALCOMM INCQCOMTechnology1.46%10,070+10,070+100.00%$1,860,835
IOVANCE BIOTHERAPEUTICS INCIOVAHealthcare0.64%195,878--$814,852
CENTURY THERAPEUTICS INCIPSCHealthcare0.05%27,840--$68,208
FATE THERAPEUTICS INCFATEHealthcare0.04%18,472--$49,874
Showing 20 of 20 holdings in the latest reporting period.