Resolute Advisors LLC reported 44 positions worth $202.43M for the quarter ended Jun 30, 2026, up 249.1% on the prior quarter. It opened 14 new positions, added to 5, trimmed 13 and exited 23. Its largest holding is Unity Software Inc. at 67.3% 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 |
|---|---|---|---|---|
| U Unity Software Inc. | +3.93M | +473.3% | $112.46M | 67.29% |
| MRVL Marvell Technology, Inc. | +31.9K | – | $9.50M | 4.69% |
| WDC Western Digital Corp | +12.3K | – | $7.86M | 3.88% |
| BE Bloom Energy Corp | +23.6K | – | $7.16M | 3.54% |
| FRVO Fervo Energy Co | +180.8K | – | $5.28M | 2.61% |
| ECHO EchoStar CORP | +37.2K | – | $3.77M | 1.86% |
| GOOG Alphabet Inc. | +1,226 | +14.2% | $433.18K | 1.72% |
| TWLO Twilio Inc | +1,897 | – | $391.41K | 0.193% |
| HIMS Hims & Hers Health, Inc. | +9,289 | – | $322.05K | 0.159% |
| BMNR Bitmine Immersion Technologies, Inc. | +20.0K | +66.7% | $266.20K | 0.329% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -5,976 | -77.1% | $1.73M | 0.254% |
| NVDA Nvidia Corp | -8,480 | -64.6% | $1.70M | 0.459% |
| MSFT Microsoft Corp | -2,537 | -57.3% | $946.35K | 0.349% |
| AVGO Broadcom Inc. | -2,684 | -100.0% | $830.72K | Exited |
| AMZN Amazon Com Inc | -3,167 | -50.3% | $754.82K | 0.369% |
| META Meta Platforms, Inc. | -1,325 | -72.2% | $746.36K | 0.142% |
| MU Micron Technology Inc | -522 | -63.5% | $602.54K | 0.171% |
| TSLA Tesla, Inc. | -1,266 | -24.0% | $532.48K | 0.832% |
| AER AerCap Holdings N.V. | -3,473 | -100.0% | $476.43K | Exited |
| JPM Jpmorgan Chase & Co | -1,413 | -100.0% | $415.65K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +31.9K | $9.50M | 4.69% |
| WDC Western Digital Corp | +12.3K | $7.86M | 3.88% |
| BE Bloom Energy Corp | +23.6K | $7.16M | 3.54% |
| FRVO Fervo Energy Co | +180.8K | $5.28M | 2.61% |
| ECHO EchoStar CORP | +37.2K | $3.77M | 1.86% |
| TWLO Twilio Inc | +1,897 | $391.41K | 0.193% |
| HIMS Hims & Hers Health, Inc. | +9,289 | $322.05K | 0.159% |
| AMBQ Ambiq Micro, Inc. | +3,000 | $264.90K | 0.131% |
| DBX Dropbox, Inc. | +9,467 | $260.06K | 0.128% |
| FAST Fastenal Co | +4,762 | $228.72K | 0.113% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AVGO Broadcom Inc. | -2,684 | $830.72K | 1.43% |
| AER AerCap Holdings N.V. | -3,473 | $476.43K | 0.822% |
| JPM Jpmorgan Chase & Co | -1,413 | $415.65K | 0.717% |
| BRK-B Berkshire Hathaway Inc | -793 | $380.01K | 0.655% |
| LLY ELI LILLY & Co | -382 | $351.35K | 0.606% |
| WMT Walmart Inc. | -2,598 | $323.52K | 0.558% |
| SPIR Spire Global, Inc. | -23.0K | $289.34K | 0.499% |
| GE General Electric Co | -924 | $262.64K | 0.453% |
| AMD Advanced Micro Devices Inc | -1,288 | $262.02K | 0.452% |
| BABA Alibaba Group Holding Ltd | -2,000 | $250.92K | 0.433% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | U Unity Software Inc. | Technology | 4.77M | $136.22M | 67.29% | +3.93M | +473.3% | Added | 1.08% |
| 2 | MRVL Marvell Technology, Inc. | Technology | 31.9K | $9.50M | 4.69% | +31.9K | – | New | 0% |
| 3 | RBLX Roblox Corp | Technology | 144.9K | $7.88M | 3.89% | -5,700 | -3.8% | Reduced | 0.02% |
| 4 | WDC Western Digital Corp | Technology | 12.3K | $7.86M | 3.88% | +12.3K | – | New | 0% |
| 5 | BE Bloom Energy Corp | Industrials | 23.6K | $7.16M | 3.54% | +23.6K | – | New | 0.01% |
| 6 | FRVO Fervo Energy Co | Utilities | 180.8K | $5.28M | 2.61% | +180.8K | – | New | 0.06% |
| 7 | ECHO EchoStar CORP | Communication Services | 37.2K | $3.77M | 1.86% | +37.2K | – | New | 0.01% |
| 8 | GOOG Alphabet Inc. | Technology | 9,850 | $3.48M | 1.72% | +1,226 | +14.2% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 7,300 | $2.61M | 1.29% | +102 | +1.4% | Added | 0% |
| 10 | SHOP Shopify Inc. | Technology | 21.2K | $2.42M | 1.19% | 0 | 0.0% | Unchanged | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 4,005 | $1.68M | 0.832% | -1,266 | -24.0% | Reduced | 0% |
| 12 | SATL Satellogic Inc. | Others | 197.1K | $1.13M | 0.557% | 0 | 0.0% | Unchanged | 0.13% |
| 13 | MO Altria Group, Inc. | Consumer Staples | 13.3K | $971.62K | 0.48% | -1,005 | -7.0% | Reduced | 0% |
| 14 | NVDA Nvidia Corp | Technology | 4,644 | $929.22K | 0.459% | -8,480 | -64.6% | Reduced | 0% |
| 15 | KLAC Kla Corp | Technology | 2,780 | $838.75K | 0.414% | -680 | -19.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Resolute Advisors.
As of its Q2 2026 13F filing, Resolute Advisors LLC’s five largest positions were Unity Software Inc. (U) at 67.3%, Marvell Technology, Inc. (MRVL) at 4.7%, Roblox Corp (RBLX) at 3.9%, Western Digital Corp (WDC) at 3.9%, Bloom Energy Corp (BE) at 3.5% of the reported portfolio.
Resolute Advisors LLC reported a 13F portfolio worth $202.43M across 44 positions for Q2 2026. That is up 249.1% from the previous quarter.
Its largest purchases by value were Unity Software Inc. ($112.46M), Marvell Technology, Inc. ($9.50M), Western Digital Corp ($7.86M). It opened 14 new positions.
Its largest sales by value were Apple Inc. ($1.73M), Nvidia Corp ($1.70M), Microsoft Corp ($946.35K). It exited 23 positions entirely.
From the Form 13F-HR reports Resolute 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.