Moment Partners
Moment Partners reported 101 stocks worth $555M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (23.4%), RSP (20.9%) and XLK (12.2%). Compared with Q1 2026, the fund opened new positions in AMD, LRCX and BX, added to SPY, RSP and QQQ, trimmed XLK, QUAL and DSI and sold out of SHY, MINT and JMBS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $130M | 23.4% | 173K | +6,922 (+4%) | 7 of 7 | |
| 2 |  RSP Invesco Exchange Traded FD T | $116M | 20.9% | 544K | +23K (+4%) | 7 of 7 | |
| 3 |  XLK Select Sector Spdr TR | $67.8M | 12.2% | 356K | −6,461 (−2%) | 7 of 7 | |
| 4 |  QQQ Invesco Qqq TR | $66.3M | 12.0% | 90K | +2,240 (+3%) | 7 of 7 | |
| 5 |  IJK Ishares TR | $46.6M | 8.4% | 396K | +14K (+4%) | 7 of 7 | |
| 6 |  DVY Ishares Select Dividend | $42.2M | 7.6% | 270K | +11K (+4%) | 7 of 7 | |
| 7 |  QUAL Ishares TR | $5.8M | 1.1% | 27K | −29K (−52%) | 7 of 7 | |
| 8 |  DSI Ishares TR | $5.2M | 0.9% | 36K | −491 (−1%) | 7 of 7 | |
| 9 |  AAPL Apple Inc | $4.9M | 0.9% | 17K | −2,093 (−11%) | 7 of 7 | |
| 10 |  ESGU Ishares TR | $4M | 0.7% | 25K | −232 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SHY Ishares 1-3 Year Treasry | $23.8M | 288K |
 MINT Pimco ETF TR | $21.9M | 218K |
 JMBS Janus Henderson Mortgage-Backed Securities ETF | $20.6M | 455K |
 SPIB Spdr Series Trust | $10.7M | 319K |
 BIL ST Stert Spdr Blmbg 1 3 | $3M | 32K |
🔒 Free account: see all 17.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moment Partners 13F FAQ
What does Moment Partners own?
Moment Partners reported 101 stocks worth $555M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (23.4%), RSP (20.9%) and XLK (12.2%). The table above lists every position in the filing (the top 10 without an account).
What did Moment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 41 added to, 32 trimmed and 17 sold out. New positions include AMD, LRCX and BX. It sold all of SHY, MINT and JMBS.
When will Moment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Moment Partners's portfolio worth?
The Q2 2026 filing reports $555M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.