Parkwood Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Parkwood Llc disclosed 65 stock positions valued at approximately $1.40B as of quarter-end June 30, 2026. The largest holdings include ISHARES MSCI ACWI ETF, INVSC S P 500 EQUAL WEIGHT ETF, and VANGUARD FTSE EMERGING MARKETS ETF.

Report Period
June 30, 2026
No. of Stocks
65
Portfolio Value
$1.40B
Holdings by Sector
Parkwood Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES MSCI ACWI ETFACWIOther9.44%839,961+658,591+363.12%$131,849,000
INVSC S P 500 EQUAL WEIGHT ETFRSPOther5.22%342,680--$72,912,000
VANGUARD FTSE EMERGING MARKETS ETFVWOOther5.09%1,190,229--$71,045,000
ALPHABET CL C ORDGOOGCommunication Services3.85%152,103+69,768+84.74%$53,743,000
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDTSMTechnology3.69%107,889-10,027-8.50%$51,525,000
ISHARES MSCI EMERGING MARKETS ETFEEMOther3.48%710,000--$48,571,000
AMAZON COM ORDAMZNConsumer Cyclical3.33%195,323+79,268+68.30%$46,553,000
NVIDIA ORDNVDATechnology2.43%169,420-16,798-9.02%$33,899,000
ST STERT SPDR BLMBG 1 3 MN T BL ETFBILOther2.16%329,500+268,400+439.28%$30,195,000
ADVANCE AUTO PARTS ORDAAPConsumer Cyclical2.14%479,201+99,046+26.05%$29,816,000
AMPHENOL CL A ORDAPHTechnology2.09%165,206-27,537-14.29%$29,129,000
NOVARTIS ADR REPSG 1 ORDNVSHealthcare2.05%182,462+19,098+11.69%$28,595,000
TD SYNNEX ORDSNXTechnology1.92%100,519-18,588-15.61%$26,873,000
SEAGATE TECHNOLOGY HOLDINGS ORDSTXOther1.90%27,492-21,242-43.59%$26,530,000
INVSC CHINA TECHNOLOGY ETFCQQQOther1.86%456,000--$26,006,000
META PLATFORMS CL A ORDMETACommunication Services1.81%44,922+7,637+20.48%$25,304,000
USA TODAY ORDGCICommunication Services1.81%2,954,300+624,300+26.79%$25,259,000
PHILIP MORRIS INTERNATIONAL ORDPMConsumer Defensive1.71%131,711+4,975+3.93%$23,828,000
ICON ORDICLROther1.68%134,842+134,842+100.00%$23,423,000
ONEMAIN HOLDINGS ORDOMFFinancial Services1.60%365,580-5,860-1.58%$22,289,000
AEVA TECHNOLOGIES ORDAEVATechnology1.53%743,627-517,000-41.01%$21,357,000
SHOPIFY CL A SUB VTG ORDSHOPTechnology1.53%186,647+62,498+50.34%$21,311,000
SPOTIFY TECHNOLOGY ORDSPOTOther1.45%44,183+1,769+4.17%$20,286,000
AXON ENTERPRISE ORDAXONIndustrials1.42%35,277-13,310-27.39%$19,777,000
CLOUDFLARE CL A ORDNETTechnology1.41%80,411-29,589-26.90%$19,723,000
ISHARES BITCOIN ETFIBITOther1.40%589,000--$19,608,000
SPECTRUM BRANDS HOLDINGS ORDSPBConsumer Defensive1.38%225,374+61,833+37.81%$19,326,000
VANGUARD FTSE DEVELOPED MARKETS ETFVEAOther1.34%262,127--$18,677,000
CITIGROUP ORDCFinancial Services1.24%123,424-3,024-2.39%$17,274,000
CVS HEALTH ORDCVSHealthcare1.22%164,882-17,127-9.41%$17,057,000
Showing 30 of 65 holdings in the latest reporting period.
Parkwood Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026KWEBKraneShares Trust KraneShares CCALL26,000$650,000
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.