Quinn Opportunity Partners Llc Portfolio Stock Holdings

Quinn Opportunity Partners Llc disclosed 355 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include ELECTRONIC ARTS INC, NETFLIX INC, and COMCAST CORP-CLASS A. 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
355
Portfolio Value
$1.9B
Holdings by Sector
Quinn Opportunity Partners Llc Portfolio Holdings in Q1 2026

324 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ELECTRONIC ARTS INCEACommunication Services5.71%533,852-996,824-65.12%$108,836,407
NETFLIX INCNFLXCommunication Services4.21%834,320+186,358+28.76%$80,219,868
COMCAST CORP-CLASS ACMCSACommunication Services4.16%2,764,021-216,000-7.25%$79,355,043
AIRBNB INC-CLASS AABNBConsumer Cyclical3.31%500,000+50,500+11.23%$63,140,000
PELOTON INTERACTIVE INC-APTONConsumer Cyclical3.16%14,051,730+8,260,614+142.64%$60,281,922
MICROSOFT CORPMSFTTechnology2.78%143,250+89,750+167.76%$53,026,853
DUOLINGODUOLTechnology2.57%497,362+369,863+290.09%$49,024,972
PAYPAL HOLDINGS INCPYPLFinancial Services1.91%804,200+361,000+81.45%$36,373,966
PAPA JOHN'S INTL INCPZZAConsumer Cyclical1.83%1,074,651+742,966+224.00%$34,829,439
SCHWAB (CHARLES) CORPSCHWFinancial Services1.58%320,000+221,000+223.23%$30,073,600
NEW YORK TIMES CO-ANYTCommunication Services1.54%350,282-194,733-35.73%$29,329,112
REDDIT INC-CL ARDDTCommunication Services1.52%214,452+125,300+140.55%$28,875,962
MID-AMERICA APARTMENT COMMMAAReal Estate1.50%233,500--$28,515,020
CROCS INCCROXConsumer Cyclical1.29%295,846-4,026-1.34%$24,561,135
GOLDEN ENTERTAINMENT INCGDENConsumer Cyclical1.23%875,773--$23,374,381
SPOTIFY TECHNOLOGY SASPOTOther1.20%47,200+33,500+244.53%$22,887,752
GRINDR INCGRNDTechnology1.18%1,858,700+339,897+22.38%$22,471,683
META PLATFORMS INC-CLASS AMETACommunication Services1.14%37,905+17,500+85.76%$21,686,588
ADOBE INCADBETechnology1.12%87,466+85,466+4273.30%$21,261,235
BIONTECH SE-ADRBNTXHealthcare1.07%228,832+172,332+305.01%$20,338,588
NEWS CORP - CLASS ANWSACommunication Services1.03%787,234+15,500+2.01%$19,625,744
MAPLEBEAR INCCARTConsumer Cyclical0.98%498,555-17,000-3.30%$18,675,870
DOCUSIGN INCDOCUTechnology0.95%381,280+316,280+486.58%$18,076,485
ARM HOLDINGS PLC-ADRARMTechnology0.92%115,850-48,137-29.35%$17,525,788
BLOCK INCSQTechnology0.91%289,500+289,500+100.00%$17,422,110
CIRCLE INTERNET GROUP INCCRCLOther0.89%177,984-48,670-21.47%$16,981,453
CONAGRA BRANDS INCCAGConsumer Defensive0.87%1,049,049+349,549+49.97%$16,491,050
NOVO-NORDISK A/S-SPONS ADRNVOHealthcare0.86%447,600+118,600+36.05%$16,449,300
JANUS HENDERSON GROUP PLCJHGOther0.84%311,367-674,633-68.42%$15,994,923
SALESFORCE INCCRMTechnology0.83%85,000+66,000+347.37%$15,866,950
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.83%157,928-6,500-3.95%$15,807,014
PFIZER INCPFEHealthcare0.83%561,728--$15,773,322
JBS NV-AN4732M103Other0.82%872,901+27,000+3.19%$15,677,302
CLEARWATER ANALYTICS HDS-ACWANTechnology0.81%656,448-1,333,552-67.01%$15,524,995
AVALONBAY COMMUNITIES INCAVBReal Estate0.77%90,000--$14,701,500
WARNER BROS DISCOVERY INCWBDCommunication Services0.77%534,900+534,900+100.00%$14,688,354
SNAP INC - ASNAPCommunication Services0.72%2,992,634+1,138,728+61.42%$13,766,116
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.72%89,032+5,500+6.58%$13,630,799
HEWLETT PACKARD ENTERPRISEHPETechnology0.70%556,465--$13,249,432
CHARTER COMMUNICATIONS INC-ACHTRCommunication Services0.66%58,000+7,500+14.85%$12,521,040
KRAFT HEINZ CO/THEKHCConsumer Defensive0.62%527,238+25,000+4.98%$11,857,583
STAAR SURGICAL COSTAAHealthcare0.62%633,316+177,930+39.07%$11,843,009
KEURIG DR PEPPER INCKDPConsumer Defensive0.61%438,100+50,000+12.88%$11,535,173
WENDY'S CO/THEWENConsumer Cyclical0.58%1,586,865+120,054+8.18%$11,028,712
NERDWALLET INC-CL ANRDSCommunication Services0.54%989,149-44,937-4.35%$10,267,367
FAIR ISAAC CORPFICOTechnology0.54%9,600+7,800+433.33%$10,248,384
MATTHEWS INTL CORP-CLASS AMATWIndustrials0.54%396,863-5,456-1.36%$10,247,003
ON HOLDING AGONONOther0.52%293,655+130,000+79.44%$9,990,143
ISHARES 20 PLUS YEAR TREASURY BDTLTOther0.52%115,000--$9,969,350
HORMEL FOODS CORPHRLConsumer Defensive0.52%439,728+20,000+4.76%$9,959,839
FORD MOTOR COFConsumer Cyclical0.51%845,153-30,000-3.43%$9,753,066
CROSS COUNTRY HEALTHCARE INCCCRNHealthcare0.51%1,025,620-20,000-1.91%$9,640,828
BROOKDALE SENIOR LIVING INCBKDHealthcare0.50%700,005-15,000-2.10%$9,576,068
ALEXANDRIA REAL ESTATE EQUITAREReal Estate0.49%201,000--$9,330,420
MOLSON COORS BEVERAGE CO - BTAPConsumer Defensive0.48%210,563-7,000-3.22%$9,066,843
T ROWE PRICE GROUP INCTROWFinancial Services0.45%95,098--$8,572,134
OCCIDENTAL PETROLEUM CORPOXYEnergy0.43%126,410-34,000-21.20%$8,216,650
TRUMP MEDIA & TECHNOLOGY GRODJTCommunication Services0.43%876,000+10,000+1.15%$8,129,280
GITLAB INC-CL AGTLBTechnology0.42%371,234+194,635+110.21%$8,033,504
EQUITY RESIDENTIALEQRReal Estate0.42%134,065--$7,929,945
INTUIT INCINTUTechnology0.41%18,000+7,500+71.43%$7,782,840
ABERCROMBIE & FITCH CO-CL AANFConsumer Cyclical0.40%83,237-61,000-42.29%$7,605,365
SHAKE SHACK INC - CLASS ASHAKConsumer Cyclical0.40%85,478+1,707+2.04%$7,562,239
MCCORMICK & CO-NON VTG SHRSMKCConsumer Defensive0.38%144,770+144,770+100.00%$7,302,199
HOLOGIC INCHOLXHealthcare0.36%91,779-601,821-86.77%$6,937,575
SHUTTERSTOCK INCSSTKCommunication Services0.36%413,353+1,325+0.32%$6,865,793
PEPSICO INCPEPConsumer Defensive0.36%44,000-288,329-86.76%$6,832,760
AES CORPAESUtilities0.35%479,867-311,355-39.35%$6,761,326
YELP INCYELPCommunication Services0.35%272,299+13,000+5.01%$6,736,677
ADVANCED MICRO DEVICESAMDTechnology0.35%33,000--$6,713,190
TYSON FOODS INC-CL ATSNConsumer Defensive0.34%102,296+6,200+6.45%$6,554,105
INTERACTIVE BROKERS GRO-CL AIBKRFinancial Services0.32%92,000--$6,170,440
APA CORPAPAEnergy0.31%140,762-159,565-53.13%$5,973,939
GOODYEAR TIRE & RUBBER COGTConsumer Cyclical0.31%893,917-30,623-3.31%$5,926,670
CVS HEALTH CORPCVSHealthcare0.31%81,499-29,500-26.58%$5,853,258
COINBASE GLOBAL INC -CLASS ACOINFinancial Services0.30%33,195+33,195+100.00%$5,796,179
FISERV INCFITechnology0.30%103,493--$5,774,909
ROBLOX CORP -CLASS ARBLXCommunication Services0.30%99,499+65,500+192.65%$5,627,663
WEIBO CORP-SPON ADRWBCommunication Services0.29%638,745--$5,589,019
WHIRLPOOL CORPWHRConsumer Cyclical0.29%102,273--$5,514,560
ORACLE CORPORCLTechnology0.29%37,000+7,000+23.33%$5,443,070
CAPRICOR THERAPEUTICS INCCAPRHealthcare0.28%178,383-64,500-26.56%$5,422,843
ALPHABET INC-CL AGOOGLCommunication Services0.28%18,843-162,157-89.59%$5,418,493
SUPER MICRO COMPUTER INCSMCIOther0.28%235,000+235,000+100.00%$5,350,950
THE CAMPBELL'S COMPANYCPBConsumer Defensive0.28%236,900+80,000+50.99%$5,275,763
SONY GROUP CORP - SP ADRSONYTechnology0.26%240,000+210,000+700.00%$4,968,000
SURGERY PARTNERS INCSGRYHealthcare0.26%413,860--$4,933,211
RHRHConsumer Cyclical0.26%35,000-12,000-25.53%$4,893,700
S&P GLOBAL INCSPGIFinancial Services0.26%11,500+11,500+100.00%$4,891,410
NEXTDOOR HOLDINGS INCKINDCommunication Services0.25%3,390,954+306,736+9.95%$4,747,336
DOORDASH INC - ADASHCommunication Services0.23%29,399--$4,414,260
KIMCO REALTY CORPKIMReal Estate0.23%194,581--$4,372,235
ISHARES MSCI BRAZIL ETFEWZOther0.22%111,470-168,530-60.19%$4,279,333
BAIDU INC - SPON ADRBIDUCommunication Services0.22%38,141-50,859-57.14%$4,249,670
ORION SAL72967109Other0.22%647,563--$4,209,160
LIBERTY LATIN AMERIC-CL ALILACommunication Services0.22%476,245--$4,114,757
PINTEREST INC- CLASS APINSCommunication Services0.21%219,939+219,939+100.00%$4,033,681
ESSEX PROPERTY TRUST INCESSReal Estate0.21%16,650--$4,029,300
UP FINTECH HOLDING LTD - ADRTIGRFinancial Services0.21%633,921+15,000+2.42%$3,993,702
CENTERSPACECSRReal Estate0.21%69,225--$3,976,976
Quinn Opportunity Partners Llc Options Holdings in Q1 2026

5 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026HRLHormel Foods CorporationCALL210,800$4,774,620
Q1 2026AMZNAmazon.com, Inc.CALL20,000$4,165,400
Q1 2026IBITiShares Bitcoin Trust ETFCALL85,000$3,265,700
Q1 2026METAMeta Platforms, Inc.CALL1,000$572,130
Q1 2026UNHUnitedHealth Group IncorporatedCALL2,000$541,180

Notional value represents the total exposure of the options position.