Oxinas Partners, LLC reported 69 positions worth $79.59M for the quarter ended Jun 30, 2026, up 20.8% on the prior quarter. It opened 10 new positions, added to 19, trimmed 28 and exited 10. Its largest holding is Apple Inc. at 10.1% 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 |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +12.4K | – | $2.11M | 2.66% |
| MU Micron Technology Inc | +738 | +37.2% | $851.80K | 3.95% |
| GOOG Alphabet Inc. | +1,324 | +6.4% | $467.81K | 9.76% |
| CRDO Credo Technology Group Holding Ltd | +1,688 | +63.1% | $459.05K | 1.49% |
| WDC Western Digital Corp | +626 | – | $399.86K | 0.502% |
| AMD Advanced Micro Devices Inc | +611 | – | $354.94K | 0.446% |
| LITE Lumentum Holdings Inc. | +392 | – | $336.36K | 0.423% |
| META Meta Platforms, Inc. | +562 | +16.6% | $316.56K | 2.8% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +675 | – | $256.75K | 0.323% |
| CSTM Constellium Se | +7,775 | – | $247.79K | 0.311% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -1,439 | -21.5% | $543.60K | 2.49% |
| APLD Applied Digital Corp. | -13.9K | -55.7% | $518.47K | 0.519% |
| CCL Carnival Corp Ltd. | -16.9K | -31.6% | $482.86K | 1.31% |
| AMZN Amazon Com Inc | -1,759 | -6.8% | $419.23K | 7.23% |
| NVDA Nvidia Corp | -2,055 | -14.3% | $411.19K | 3.09% |
| UAL United Airlines Holdings, Inc. | -2,888 | -6.9% | $392.74K | 6.68% |
| SMCI Super Micro Computer, Inc. | -13.2K | -65.5% | $386.34K | 0.255% |
| GOOGL Alphabet Inc. | -895 | -10.0% | $319.85K | 3.61% |
| PLTR Palantir Technologies Inc. | -2,370 | -49.2% | $276.51K | 0.358% |
| VXX Barclays Bank Plc | -7,250 | -100.0% | $258.83K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +12.4K | $2.11M | 2.66% |
| WDC Western Digital Corp | +626 | $399.86K | 0.502% |
| AMD Advanced Micro Devices Inc | +611 | $354.94K | 0.446% |
| LITE Lumentum Holdings Inc. | +392 | $336.36K | 0.423% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +675 | $256.75K | 0.323% |
| CSTM Constellium Se | +7,775 | $247.79K | 0.311% |
| CAR Avis Budget Group, Inc. | +1,666 | $246.29K | 0.309% |
| DY Dycom Industries Inc | +477 | $241.17K | 0.303% |
| LRCX Lam Research Corp | +495 | $214.50K | 0.269% |
| INTC Intel Corp | +1,441 | $201.21K | 0.253% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| VXX Barclays Bank Plc | -7,250 | $258.83K | 0.393% |
| COIN Coinbase Global, Inc. | -1,365 | $238.34K | 0.362% |
| USB Us Bancorp \De\ | -4,582 | $238.30K | 0.362% |
| BNO United States Brent Oil Fund, LP | -4,450 | $231.45K | 0.351% |
| SCCO Southern Copper Corp/ | -1,266 | $217.83K | 0.331% |
| NCLH Norwegian Cruise Line Holdings Ltd. | -11.6K | $216.92K | 0.329% |
| SLV iShares Silver Trust | -3,183 | $216.89K | 0.329% |
| COP Conocophillips | -1,594 | $210.47K | 0.32% |
| LOW Lowes Companies Inc | -870 | $205.47K | 0.312% |
| SNPS Synopsys Inc | -515 | $204.19K | 0.31% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 27.7K | $8.02M | 10.08% | -492 | -1.7% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 22.0K | $7.77M | 9.76% | +1,324 | +6.4% | Added | 0% |
| 3 | TSLA Tesla, Inc. | Consumer Discretionary | 14.7K | $6.19M | 7.78% | +546 | +3.9% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 24.1K | $5.75M | 7.23% | -1,759 | -6.8% | Reduced | 0% |
| 5 | UAL United Airlines Holdings, Inc. | Industrials | 39.1K | $5.32M | 6.68% | -2,888 | -6.9% | Reduced | 0.01% |
| 6 | MU Micron Technology Inc | Technology | 2,723 | $3.14M | 3.95% | +738 | +37.2% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 8,034 | $2.87M | 3.61% | -895 | -10.0% | Reduced | 0% |
| 8 | MSFT Microsoft Corp | Technology | 7,660 | $2.86M | 3.59% | +175 | +2.3% | Added | 0% |
| 9 | NVDA Nvidia Corp | Technology | 12.3K | $2.46M | 3.09% | -2,055 | -14.3% | Reduced | 0% |
| 10 | DAL Delta Air Lines, Inc. | Industrials | 25.2K | $2.36M | 2.96% | -1,625 | -6.1% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 3,954 | $2.23M | 2.8% | +562 | +16.6% | Added | 0% |
| 12 | SPCX Space Exploration Technologies Corp | Industrials | 12.4K | $2.11M | 2.66% | +12.4K | – | New | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 5,247 | $1.98M | 2.49% | -1,439 | -21.5% | Reduced | 0% |
| 14 | MAR Marriott International Inc | Consumer Discretionary | 5,296 | $1.96M | 2.47% | -46 | -0.9% | Reduced | 0% |
| 15 | CLS Celestica Inc | Technology | 3,900 | $1.42M | 1.79% | +388 | +11.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Oxinas Partners.
As of its Q2 2026 13F filing, Oxinas Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 10.1%, Alphabet Inc. (GOOG) at 9.8%, Tesla, Inc. (TSLA) at 7.8%, Amazon Com Inc (AMZN) at 7.2%, United Airlines Holdings, Inc. (UAL) at 6.7% of the reported portfolio.
Oxinas Partners, LLC reported a 13F portfolio worth $79.59M across 69 positions for Q2 2026. That is up 20.8% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($2.11M), Micron Technology Inc ($851.80K), Alphabet Inc. ($467.81K). It opened 10 new positions.
Its largest sales by value were Broadcom Inc. ($543.60K), Applied Digital Corp. ($518.47K), Carnival Corp Ltd. ($482.86K). It exited 10 positions entirely.
From the Form 13F-HR reports Oxinas Partners, 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.