Filed: 2/17/2026ACC: 0000929638-26-000656
📋 What this filing means
CANTOR FITZGERALD, L. P. filed this quarterly 13F‑HR report disclosing 164 equity positions with a total reported market value of $6.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
164
Positions
$6.59B
Total AUM (reported)
151.39M
Total Shares
Allocation by class
COM$3.67B55.6%
COM CL A$860.35M13.1%
CL A NEW$521.49M7.9%
ORDINARY SHARES$320.85M4.9%
COM NEW$299.78M4.5%
CL A$192.04M2.9%
COMMON STOCK$112.41M1.7%
Portfolio Concentration
Top 3$2.25B34.1%
4–10$1.70B25.8%
11–25$1.60B24.3%
Rest$1.04B15.8%
Top 3 weight
34.1%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 151.39M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
151.39M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other164
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings164
Rows:
NVIDIA CORPORATION
DFNDShares7.55M
TypeSH
Market value$1.41B
21.36%
Sole
0.00
Shared
7.55M
None
0.00
STRATEGY INC
DFNDShares3.43M
TypeSH
Market value$521.28M
7.91%
Sole
0.00
Shared
3.43M
None
0.00
IREN LIMITED
DFNDShares8.49M
TypeSH
Market value$320.85M
4.87%
Sole
0.00
Shared
8.49M
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares1.47M
TypeSH
Market value$313.89M
4.76%
Sole
0.00
Shared
1.47M
None
0.00
TESLA INC
DFNDShares637.38K
TypeSH
Market value$286.64M
4.35%
Sole
0.00
Shared
637.38K
None
0.00
BROADCOM INC
DFNDShares715.05K
TypeSH
Market value$247.48M
3.75%
Sole
0.00
Shared
715.05K
None
0.00
ORACLE CORP
DFNDShares1.23M
TypeSH
Market value$239.03M
3.63%
Sole
0.00
Shared
1.23M
None
0.00
ROBINHOOD MKTS INC
DFNDShares2.08M
TypeSH
Market value$235.07M
3.57%
Sole
0.00
Shared
2.08M
None
0.00
BITMINE IMMERSION TECNOLOGIE
DFNDShares6.95M
TypeSH
Market value$188.79M
2.86%
Sole
0.00
Shared
6.95M
None
0.00
IONQ INC
DFNDShares4.19M
TypeSH
Market value$188.02M
2.85%
Sole
0.00
Shared
4.19M
None
0.00
ROCKET LAB CORP
DFNDShares2.69M
TypeSH
Market value$187.47M
2.84%
Sole
0.00
Shared
2.69M
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares543.95K
TypeSH
Market value$179.56M
2.72%
Sole
0.00
Shared
543.95K
None
0.00
INTEL CORP
DFNDShares4.56M
TypeSH
Market value$168.11M
2.55%
Sole
0.00
Shared
4.56M
None
0.00
CIRCLE INTERNET GROUP INC
DFNDShares1.64M
TypeSH
Market value$129.71M
1.97%
Sole
0.00
Shared
1.64M
None
0.00
RIGETTI COMPUTING INC
DFNDShares5.07M
TypeSH
Market value$112.41M
1.71%
Sole
0.00
Shared
5.07M
None
0.00
OKLO INC
DFNDShares1.45M
TypeSH
Market value$104.11M
1.58%
Sole
0.00
Shared
1.45M
None
0.00
FIDELITY WISE ORIGIN BITCOIN
DFNDShares1.28M
TypeSH
Market value$97.65M
1.48%
Sole
0.00
Shared
1.28M
None
0.00
HIMS & HERS HEALTH INC
DFNDShares2.68M
TypeSH
Market value$86.90M
1.32%
Sole
0.00
Shared
2.68M
None
0.00
SUPER MICRO COMPUTER INC
DFNDShares2.90M
TypeSH
Market value$84.77M
1.29%
Sole
0.00
Shared
2.90M
None
0.00
M3BRIGADE ACQUISITION V CORP
DFNDShares7.78M
TypeSH
Market value$82.70M
1.25%
Sole
0.00
Shared
7.78M
None
0.00
ISHARES BITCOIN TRUST ETF
DFNDShares1.62M
TypeSH
Market value$80.64M
1.22%
Sole
0.00
Shared
1.62M
None
0.00
AMAZON COM INC
DFNDShares326.02K
TypeSH
Market value$75.25M
1.14%
Sole
0.00
Shared
326.02K
None
0.00
GCM GROSVENOR INC
DFNDShares6.45M
TypeSH
Market value$73.03M
1.11%
Sole
0.00
Shared
6.45M
None
0.00
NETFLIX INC
DFNDShares757.94K
TypeSH
Market value$71.06M
1.08%
Sole
0.00
Shared
757.94K
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares383.20K
TypeSH
Market value$68.11M
1.03%
Sole
0.00
Shared
383.20K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 7.55M | SH | $1.41B 21.36% | 0.00 | 7.55M | 0.00 |
STRATEGY INCDFND | CL A NEW | 3.43M | SH | $521.28M 7.91% | 0.00 | 3.43M | 0.00 |
IREN LIMITEDDFND | ORDINARY SHARES | 8.49M | SH | $320.85M 4.87% | 0.00 | 8.49M | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 1.47M | SH | $313.89M 4.76% | 0.00 | 1.47M | 0.00 |
TESLA INCDFND | COM | 637.38K | SH | $286.64M 4.35% | 0.00 | 637.38K | 0.00 |
BROADCOM INCDFND | COM | 715.05K | SH | $247.48M 3.75% | 0.00 | 715.05K | 0.00 |
ORACLE CORPDFND | COM | 1.23M | SH | $239.03M 3.63% | 0.00 | 1.23M | 0.00 |
ROBINHOOD MKTS INCDFND | COM CL A | 2.08M | SH | $235.07M 3.57% | 0.00 | 2.08M | 0.00 |
BITMINE IMMERSION TECNOLOGIEDFND | COM NEW | 6.95M | SH | $188.79M 2.86% | 0.00 | 6.95M | 0.00 |
IONQ INCDFND | COM | 4.19M | SH | $188.02M 2.85% | 0.00 | 4.19M | 0.00 |
ROCKET LAB CORPDFND | COM | 2.69M | SH | $187.47M 2.84% | 0.00 | 2.69M | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 543.95K | SH | $179.56M 2.72% | 0.00 | 543.95K | 0.00 |
INTEL CORPDFND | COM | 4.56M | SH | $168.11M 2.55% | 0.00 | 4.56M | 0.00 |
CIRCLE INTERNET GROUP INCDFND | COM CL A | 1.64M | SH | $129.71M 1.97% | 0.00 | 1.64M | 0.00 |
RIGETTI COMPUTING INCDFND | COMMON STOCK | 5.07M | SH | $112.41M 1.71% | 0.00 | 5.07M | 0.00 |
OKLO INCDFND | COM CL A | 1.45M | SH | $104.11M 1.58% | 0.00 | 1.45M | 0.00 |
FIDELITY WISE ORIGIN BITCOINDFND | SHS | 1.28M | SH | $97.65M 1.48% | 0.00 | 1.28M | 0.00 |
HIMS & HERS HEALTH INCDFND | COM CL A | 2.68M | SH | $86.90M 1.32% | 0.00 | 2.68M | 0.00 |
SUPER MICRO COMPUTER INCDFND | COM NEW | 2.90M | SH | $84.77M 1.29% | 0.00 | 2.90M | 0.00 |
M3BRIGADE ACQUISITION V CORPDFND | CL A | 7.78M | SH | $82.70M 1.25% | 0.00 | 7.78M | 0.00 |
ISHARES BITCOIN TRUST ETFDFND | SHS BEN INT | 1.62M | SH | $80.64M 1.22% | 0.00 | 1.62M | 0.00 |
AMAZON COM INCDFND | COM | 326.02K | SH | $75.25M 1.14% | 0.00 | 326.02K | 0.00 |
GCM GROSVENOR INCDFND | COM CL A | 6.45M | SH | $73.03M 1.11% | 0.00 | 6.45M | 0.00 |
NETFLIX INCDFND | COM | 757.94K | SH | $71.06M 1.08% | 0.00 | 757.94K | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 383.20K | SH | $68.11M 1.03% | 0.00 | 383.20K | 0.00 |
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