MENLO ADVISORS LLC
All 13F Filings
- Location
- Menlo Park, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 227,921
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 9/10/2026 | 30 | 227,921 | 13F-HR | MENLO ADVISORS LLC |
| Q1 2026 | 9/10/2026 | 30 | 222,578 | 13F-HR | MENLO ADVISORS LLC |
| Q4 2025 | 9/10/2026 | 30 | 222,578 | 13F-HR | MENLO ADVISORS LLC |
| Q3 2025 | 9/10/2026 | 30 | 210,634 | 13F-HR | MENLO ADVISORS LLC |
| Q2 2014 | 7/16/2014 | 35 | 136,692 | 13F-HR | MENLO ADVISORS LLC |
| Q1 2014 | 4/22/2014 | 32 | 130,016 | 13F-HR | MENLO ADVISORS LLC |
| Q4 2013 | 1/10/2014 | 31 | 131,567 | 13F-HR | MENLO ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.5 K | 80.5% | 11.88 K | 0 | 11.88 K |
| ETFs | 44.44 K | 19.5% | 0 | 5.959 K | -5.959 K |
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Fund Snapshot
Q2 2026
Latest filed
9/10/2026
Total value ($000)
227,921
Holdings
30
QoQ value change ($000)
5,343
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.