Moment Partners, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$560,528
Net value change ($000)
+74,528 (15.3%)
New positions
15
Sold out positions
6
Turnover %
15.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHY 23,784 NEW
MINT 21,907 NEW
JMBS 20,635 NEW
SPIB 10,698 NEW
BIL 2,960 NEW
DVY 2,876 7.9%
FTSM 2,868 NEW
FTGC 2,429 NEW
IJK 1,549 4.2%
IAU 725 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -4,608 -4.1%
XLK -4,140 -7.9%
QQQ -3,349 -6.2%
QUAL -1,356 -11.3%
MSFT -803 -25.0%
FVD -531 -10.4%
DSI -301 -6.3%
VGT -295 -20.0%
AXP -270 -18.2%
JPM -249 -10.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type