MYDA Advisors LLC reported 124 positions worth $357.03M for the quarter ended Jun 30, 2026, up 14.9% on the prior quarter. It opened 61 new positions, added to 23, trimmed 22 and exited 36. Its largest holding is MGM Resorts International at 5.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +77.0K | – | $15.41M | 4.32% |
| AEXA American Exceptionalism Acquisition Corp. A | +725.3K | +161.2% | $8.57M | 3.89% |
| SPCX Space Exploration Technologies Corp | +35.0K | – | $5.98M | 1.67% |
| VIA Via Transportation, Inc. | +300.0K | – | $5.44M | 1.52% |
| MGM MGM Resorts International | +109.0K | +37.5% | $5.21M | 5.36% |
| NFLX Netflix Inc | +72.0K | +150.0% | $5.14M | 2.4% |
| MSGS Madison Square Garden Sports Corp. | +12.0K | +75.0% | $4.82M | 3.15% |
| LNG Cheniere Energy, Inc. | +20.1K | +111.7% | $4.80M | 2.55% |
| SEDG Solaredge Technologies, Inc. | +75.0K | – | $4.38M | 1.23% |
| ARM Arm Holdings Plc | +12.0K | – | $4.25M | 1.19% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -40.0K | -100.0% | $14.81M | Exited |
| WULF Terawulf Inc. | -525.0K | -84.0% | $12.97M | 0.692% |
| AMPX Amprius Technologies, Inc. | -735.0K | -100.0% | $12.39M | Exited |
| CORZ Core Scientific, Inc. | -460.0K | -39.7% | $11.77M | 5.02% |
| TTWO Take Two Interactive Software Inc | -35.0K | -100.0% | $6.91M | Exited |
| LLY ELI LILLY & Co | -6,800 | -100.0% | $6.25M | Exited |
| FEIM Frequency Electronics Inc | -140.0K | -100.0% | $6.20M | Exited |
| LEU Centrus Energy Corp | -35.0K | -100.0% | $6.08M | Exited |
| OI O-I Glass, Inc. | -507.0K | -100.0% | $5.33M | Exited |
| VG Venture Global, Inc. | -338.0K | -100.0% | $5.33M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corp | +77.0K | $15.41M | 4.32% |
| SPCX Space Exploration Technologies Corp | +35.0K | $5.98M | 1.67% |
| VIA Via Transportation, Inc. | +300.0K | $5.44M | 1.52% |
| SEDG Solaredge Technologies, Inc. | +75.0K | $4.38M | 1.23% |
| ARM Arm Holdings Plc | +12.0K | $4.25M | 1.19% |
| BIDU Baidu, Inc. | +35.0K | $4.00M | 1.12% |
| VICR Vicor Corp | +10.0K | $3.80M | 1.06% |
| VEEV Veeva Systems Inc | +20.0K | $3.55M | 0.994% |
| CCOI Cogent Communications Holdings, Inc. | +240.0K | $3.33M | 0.933% |
| MWH SOLV Energy, Inc. | +80.0K | $2.72M | 0.763% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MSFT Microsoft Corp | -40.0K | $14.81M | 4.76% |
| AMPX Amprius Technologies, Inc. | -735.0K | $12.39M | 3.99% |
| TTWO Take Two Interactive Software Inc | -35.0K | $6.91M | 2.22% |
| LLY ELI LILLY & Co | -6,800 | $6.25M | 2.01% |
| FEIM Frequency Electronics Inc | -140.0K | $6.20M | 1.99% |
| LEU Centrus Energy Corp | -35.0K | $6.08M | 1.95% |
| OI O-I Glass, Inc. | -507.0K | $5.33M | 1.71% |
| VG Venture Global, Inc. | -338.0K | $5.33M | 1.71% |
| VZ Verizon Communications Inc | -100.0K | $5.02M | 1.62% |
| PUMP ProPetro Holding Corp. | -275.0K | $3.96M | 1.27% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MGM MGM Resorts International | Consumer Discretionary | 400.0K | $19.12M | 5.36% | +109.0K | +37.5% | Added | 0.16% |
| 2 | CORZ Core Scientific, Inc. | Technology | 700.0K | $17.91M | 5.02% | -460.0K | -39.7% | Reduced | 0.22% |
| 3 | BHVN Biohaven Ltd. | Healthcare | 1.15M | $17.11M | 4.79% | -75.0K | -6.1% | Reduced | 0.76% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 65.0K | $15.49M | 4.34% | +11.0K | +20.4% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 77.0K | $15.41M | 4.32% | +77.0K | – | New | 0% |
| 6 | AEXA American Exceptionalism Acquisition Corp. A | Financial Services | 1.18M | $13.89M | 3.89% | +725.3K | +161.2% | Added | 2.38% |
| 7 | MANE Veradermics, Inc | Healthcare | 100.0K | $12.29M | 3.44% | -20.0K | -16.7% | Reduced | 0.24% |
| 8 | MSGS Madison Square Garden Sports Corp. | Consumer Discretionary | 28.0K | $11.25M | 3.15% | +12.0K | +75.0% | Added | 0.12% |
| 9 | LNG Cheniere Energy, Inc. | Energy | 38.1K | $9.11M | 2.55% | +20.1K | +111.7% | Added | 0.02% |
| 10 | NFLX Netflix Inc | Technology | 120.0K | $8.57M | 2.4% | +72.0K | +150.0% | Added | 0% |
| 11 | PCAP ProCap Acquisition Corp | Financial Services | 750.0K | $7.71M | 2.16% | -150.0K | -16.7% | Reduced | 1.18% |
| 12 | CNK Cinemark Holdings, Inc. | Communication Services | 233.0K | $7.39M | 2.07% | +8,000 | +3.6% | Added | 0.13% |
| 13 | ARQT Arcutis Biotherapeutics, Inc. | Healthcare | 240.0K | $6.29M | 1.76% | 0 | 0.0% | Unchanged | 0.18% |
| 14 | SPCX Space Exploration Technologies Corp | Industrials | 35.0K | $5.98M | 1.67% | +35.0K | – | New | 0% |
| 15 | SNOW Snowflake Inc. | Technology | 23.0K | $5.85M | 1.64% | +11.0K | +91.7% | Added | 0.01% |
Tip. Select a row to see that position’s full history at MYDA Advisors.
As of its Q2 2026 13F filing, MYDA Advisors LLC’s five largest positions were MGM Resorts International (MGM) at 5.4%, Core Scientific, Inc. (CORZ) at 5.0%, Biohaven Ltd. (BHVN) at 4.8%, Amazon Com Inc (AMZN) at 4.3%, Nvidia Corp (NVDA) at 4.3% of the reported portfolio.
MYDA Advisors LLC reported a 13F portfolio worth $357.03M across 124 positions for Q2 2026. That is up 14.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($15.41M), American Exceptionalism Acquisition Corp. A ($8.57M), Space Exploration Technologies Corp ($5.98M). It opened 61 new positions.
Its largest sales by value were Microsoft Corp ($14.81M), Terawulf Inc. ($12.97M), Amprius Technologies, Inc. ($12.39M). It exited 36 positions entirely.
From the Form 13F-HR reports MYDA Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.