DCF Advisers, LLC
Q2 2025 13F Holdings
- Locationgreenwich, CT
- Num holdings
84
- Value ($000)
$215,764
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001802493
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MU MICRON TECHNOLOGY INC | COM | 595112103 | $24.19 M | 11 % | 196,250 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $10.11 M | 5 % | 57,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.87 M | 4 % | 35,850 | ||
ARGX ARGENX SE | SPONSORED ADR | 04016X101 | $7.52 M | 4 % | 13,650 | ||
ORCL ORACLE CORP | COM | 68389X105 | $7.32 M | 3 % | 33,500 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.24 M | 3 % | 100,000 | ||
BAC BK OF AMERICA CORP | COM | 060505104 | $5.65 M | 3 % | 119,500 | ||
ET ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | $5.45 M | 3 % | 300,500 | ||
GDX VANECK VECTORS GOLD MINERS ETF | ETF | 92189F106 | $5.34 M | 3 % | 102,500 | ||
MU MICRON TECHNOLOGY INC | COM | 595112103 | $5.24 M | 2 % | 42,500 | put |
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