GRATICULE ASIA MACRO ADVISORS LLC

PrivateCIK: 1619390
Location

NEW YORK, NY

208
Positions
$1.33B
Total AUM (reported)
4.76M
Total Shares

Allocation by class

TOTAL AUM$1.33B208 positions
CLASS A COMMON STOCK$1.27B95.5%
COMMON STOCK$38.23M2.9%
COM$18.11M1.4%
CL A$1.23M0.1%
COM NEW$680.7K0.1%
COM SHS$322.6K0.0%
COM CL A$320.3K0.0%

Portfolio Concentration

Top 398.4%4–100.1%11–250.3%Rest1.2%TOP 1098.5%0%100%
Top 3$1.31B98.4%
4–10$1.62M0.1%
11–25$3.41M0.3%
Rest$16.54M1.2%

Top 3 weight

98.4%

Top 10 weight

98.5%

Voting Authority Distribution

Total shares with voting rights: 4.76M

Sole

Full voting authority

364.64K

shares

% of voting shares7.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.40M

shares

% of voting shares92.3%

Investment Discretion (by position count)

Sole208
Shared0
Other0
Dominant voting typeNone · 92.3% of voting shares
Institutional Holdings208
Rows:

BLOOM ENERGY CORP

SOLE
Class A Common Stock
Shares4.21M
TypeSH
Market value$1.27B
95.51%
Sole
0.00
Shared
0.00
None
4.21M

NVIDIA CORPORATION

SOLE
Common Stock
Shares189.90K
TypeSH
Market value$38.00M
2.85%
Sole
0.00
Shared
0.00
None
189.90K

DXP ENTERPRISES INC

SOLE
COM NEW
Shares1.41K
TypeSH
Market value$237.1K
0.02%
Sole
1.41K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION INC

SOLE
COM
Shares471.00
TypeSH
Market value$233.2K
0.02%
Sole
471.00
Shared
0.00
None
0.00

LEIDOS HOLDINGS INC

SOLE
COM
Shares2.26K
TypeSH
Market value$232.3K
0.02%
Sole
2.26K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares2.52K
TypeSH
Market value$231.2K
0.02%
Sole
2.52K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares853.00
TypeSH
Market value$230.6K
0.02%
Sole
853.00
Shared
0.00
None
0.00

SPX TECHNOLOGIES INC

SOLE
COM
Shares940.00
TypeSH
Market value$230.5K
0.02%
Sole
940.00
Shared
0.00
None
0.00

NOVANTA INC

SOLE
COM
Shares1.42K
TypeSH
Market value$230.4K
0.02%
Sole
1.42K
Shared
0.00
None
0.00

ABERCROMBIE & FITCH CO

SOLE
CL A
Shares2.56K
TypeSH
Market value$230.2K
0.02%
Sole
2.56K
Shared
0.00
None
0.00

BLUE BIRD CORP

SOLE
COM
Shares2.91K
TypeSH
Market value$230.0K
0.02%
Sole
2.91K
Shared
0.00
None
0.00

XPO INC

SOLE
COM
Shares1.12K
TypeSH
Market value$229.1K
0.02%
Sole
1.12K
Shared
0.00
None
0.00

VERISK ANALYTICS INC

SOLE
COM
Shares1.27K
TypeSH
Market value$228.9K
0.02%
Sole
1.27K
Shared
0.00
None
0.00

ALBERTSONS COMPANIES INC

SOLE
COMMON STOCK
Shares16.89K
TypeSH
Market value$228.5K
0.02%
Sole
16.89K
Shared
0.00
None
0.00

PRIMORIS SVCS CORP

SOLE
COM
Shares2.30K
TypeSH
Market value$228.4K
0.02%
Sole
2.30K
Shared
0.00
None
0.00

TYLER TECHNOLOGIES INC

SOLE
COM
Shares780.00
TypeSH
Market value$228.1K
0.02%
Sole
780.00
Shared
0.00
None
0.00

GENWORTH FINL INC

SOLE
COM SHS
Shares24.08K
TypeSH
Market value$228.0K
0.02%
Sole
24.08K
Shared
0.00
None
0.00

BENTLEY SYS INC

SOLE
COM CL B
Shares7.63K
TypeSH
Market value$228.0K
0.02%
Sole
7.63K
Shared
0.00
None
0.00

EXPEDITORS INTL WASH INC

SOLE
COM
Shares1.40K
TypeSH
Market value$227.5K
0.02%
Sole
1.40K
Shared
0.00
None
0.00

FIDELITY NATL INFORMATION SV

SOLE
COM
Shares5.84K
TypeSH
Market value$227.0K
0.02%
Sole
5.84K
Shared
0.00
None
0.00

DAVITA INC

SOLE
COM
Shares1.02K
TypeSH
Market value$226.9K
0.02%
Sole
1.02K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares401.00
TypeSH
Market value$225.9K
0.02%
Sole
401.00
Shared
0.00
None
0.00

SOUTHWEST AIRLS CO

SOLE
COM
Shares4.39K
TypeSH
Market value$225.8K
0.02%
Sole
4.39K
Shared
0.00
None
0.00

UNITED AIRLS HLDGS INC

SOLE
COM
Shares1.66K
TypeSH
Market value$225.3K
0.02%
Sole
1.66K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares552.00
TypeSH
Market value$224.8K
0.02%
Sole
552.00
Shared
0.00
None
0.00
Page 1 of 9