TUDOR INVESTMENT CORP ET AL

CIK 0000923093 · Q1 2026

13F Equity AUM

$53.9B

-0.3% QoQ

Positions

2,122

+44 QoQ

AUM Rank

#228

Top 2%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #3,797 · Top 46%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 29.5%Top 10: 36.7%Top 20: 45.8%

IWM15.0%

NDQ6.6%

SPY3.5%

GQ92.3%

NVDA2.1%

XLE2.0%

EEM1.5%

MSFT1.3%

XLF1.3%

TSLA1.2%

Others (2112)63.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services48.5%

Technology16.7%

Consumer Cyclical7.3%

Healthcare5.6%

Industrials5.2%

Communication Services4.8%

Energy3.8%

Basic Materials2.4%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2122Median: 0.01%Avg: 0.05%

0–0.5%

2093(49.0%)

0.5–1%

17(12.1%)

1–3%

9(13.8%)

3–5%

1(3.5%)

5%+

2(21.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,091Unique: 31vs 20 funds

28.5%Moderate

2,122

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

38.1%

BlackRock, Inc.

47.6%

BANK OF AMERICA CORP /DE/

40.1%

JPMORGAN CHASE & CO

37%

STATE STREET CORP

48.6%

GEODE CAPITAL MANAGEMENT, LLC

48%

VANGUARD CAPITAL MANAGEMENT LLC

46.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

51%

FMR LLC

47.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New451Increased844Decreased789Exited404

New Positions

PEN0.3%

+411K

IGV0.2%

+1.5M

WTRG0.1%

+1.4M

Integer Holdings Cor…0.1%

+50.5M

TTEK 2.25 08/15/280.1%

+30.1M

Cheesecake Factory I…0.1%

+33.0M

HDB0.1%

+1.1M

WWD0.1%

+69K

BX0.0%

+184K

MOG/A0.0%

+77K

Increased

MCHP 0.75 06/01/300.1%

+26.0M(+51%)

IREN 3.25 06/15/300.1%

+11.6M(+57%)

UBER 0.875 12/01/28 0.1%

+10.0M(+20%)

RIG0.1%

+8.0M(+4537%)

FXI1.1%

+5.6M(+49%)

XLF1.3%

+4.2M(+44%)

WBD0.4%

+4.2M(+123%)

PCG0.1%

+3.9M(+582%)

OWL0.1%

+3.7M(+509%)

KVUE0.4%

+3.5M(+45%)

Decreased

LYV 2.875 01/15/300.1%

-11,500,000(-27%)

SMCI 3.5 03/01/290.1%

-7,500,000(-8%)

AKAM 0.375 09/01/270.1%

-6,000,000(-11%)

SNAP0.0%

-5,954,121(-87%)

IWM15.0%

-5,277,231(-14%)

KWEB0.3%

-3,324,897(-34%)

XLU0.7%

-3,236,345(-27%)

CNHI0.0%

-3,211,113(-99%)

7HP0.0%

-2,238,516(-94%)

URA0.0%

-2,153,902(-99%)

Exited

-1,987,828

-372,161

-4,284,225

-1,209,200

-1,136,771

-4,276,741

-2,217,804

-737,510

-43,250,000

-31,000,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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