Adapt Investment Managers' Portfolio Changes in Q2 2026
This report details the significant purchases and sales observed by Adapt Investment Managers during the second quarter of 2026, based on their disclosed holdings.
As reported for the period ending June 30, 2026, Adapt Investment Managers' portfolio saw notable shifts in stock positions during Q2. The total portfolio value stood at approximately $441 million.
Significant Purchases This Quarter
Adapt demonstrated substantial buying activity across several sectors, most notably within Technology and Communication Services. Key purchases included:
- NVIDIA Corporation (NVDA), which saw a significant increase of over 329% in its portfolio allocation, rising to 13.4%. This suggests strong confidence in the stock's performance.
- Microsoft Corporation (MSFT), with a nearly 200% increase in shares, boosting its allocation to 10.96%. This tech giant remains a core holding.
- SPDR Gold Trust ETF (GLD), which increased by over 74% in shares, raising its allocation to 5.86%. This indicates a potential strategic move towards gold exposure.
Major Sales and Exits Observed
In contrast to the buying activity, Adapt also divested from several positions during Q2:
- Amazon.com Inc. (AMZN) experienced a substantial reduction of over 63% in its portfolio allocation, down to 3.89%. This was one of the largest decreases.
- Texas Instruments Inc. (TXN) saw a significant sell-off, with over 64% reduction in shares and allocation dropping to 3.54%. This tech holding was notably exited.
New Positions Entered by Adapt
The investor also initiated new positions or significantly increased existing ones that were not previously highlighted:
- Pfizer Inc. (PFE) was added with a full percentage point allocation increase, suggesting an entry into the healthcare sector.
- PALANTIR Technologies Inc. (PLTR), another Technology player, showed a massive increase of over 36,000% in its portfolio weight, jumping to 2.87%. This is one of the most dramatic changes observed.
Holdings with Moderate Changes
Several other holdings saw moderate adjustments:
- Kraneshares Trust ETF (KWEB) maintained its allocation but increased shares by a full 100%, indicating strong confidence in this specific trust.
- Broadcom Inc. (AVGO), already a Technology holding, saw an increase of over 13,000% in portfolio weight, reinforcing its position at nearly 9%.
- Verizon Communications Inc. (VZ) increased by almost 174%, adding to the Communication Services sector allocation.
No Activity Disclosed in Certain Categories
Based on the available data, Adapt did not disclose any purchases or sales activity for specific sectors like Energy (CONOCOPHILLIPS - COP) and Financial Services (other than GLD), nor were there changes reported for certain other stocks.