Lido Advisors, LLC

New 13F: Q3 2026

Lido Advisors, LLC filed its 13F for the quarter ended Sep 30, 2026 on Nov 4, 2026: $7.7B in AI and semiconductor stocks; $520.7M bought and $39.6M sold against its previous quarter, at the quarter's prices.

• added to Apple (AAPL): +$80.3M at the quarter's price
• added to Microsoft (MSFT): +$73.9M at the quarter's price
• added to Alphabet (GOOGL): +$46.0M at the quarter's price
• added to SpaceX (SPCX): +$44.5M at the quarter's price
• added to Amazon (AMZN): +$38.4M at the quarter's price
• added to Micron (MU): +$27.1M at the quarter's price
• added to Broadcom (AVGO): +$24.8M at the quarter's price
• sold out of Wolfspeed (WOLF): -$18.6M at the quarter's price
• added to AMD (AMD): +$11.6M at the quarter's price
• added to Quanta Services (PWR): +$9.3M at the quarter's price

Lido Advisors, LLC declares $6.8B in 149 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 18.4% of its $36.8B 13F portfolio. Largest positions: Apple (0.03% of the company) and NVIDIA (0.02% of the company). Over time: $6.8B in 149 of these companies for Q2 2026, against $254.6M in 43 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $294.9M and sold $69.6M of these stocks, at the quarter's prices: a net purchase of $225.3M; 14 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Lido Advisors, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +7.2% in Q3 2026 (SMH -7.1%), ranked 312 of 1,785 active managers. Over the last 12 months, quarter after quarter: +27.7% (SMH +87.2%), ranked 752 of 1,360 active managers. Over three years, quarter after quarter: +148.7% (SMH +325.8%), ranked 365 of 784 active managers. Over five years, quarter after quarter: +178.5% (SMH +389.8%), ranked 149 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL): $1.1B, 3.8M shares, 0.03% of the company, 3.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
2. NVIDIA (NVDA): $1.1B, 5.4M shares, 0.02% of the company, 2.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Microsoft (MSFT): $747.9M, 2.0M shares, 0.03% of the company, 2.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. Alphabet (GOOGL): $654.6M, 1.8M shares, 0.01% of the company, 1.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN): $426.3M, 1.8M shares, 0.02% of the company, 1.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
6. Micron (MU): $290.3M, 251,538 shares, 0.02% of the company, 0.79% of its portfolio (added this quarter); held since Q4 2019 or earlier
7. Broadcom (AVGO): $285.0M, 754,541 shares, 0.02% of the company, 0.77% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. Meta Platforms (META): $140.4M, 249,275 shares, 0.01% of the company, 0.38% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. Applied Materials (AMAT): $136.6M, 188,967 shares, 0.02% of the company, 0.37% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
10. Lam Research (LRCX): $111.1M, 256,239 shares, 0.02% of the company, 0.30% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
11. TSMC (TSM): $107.1M, 223,763 shares, 0.00% of the company, 0.29% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
12. Palo Alto Networks (PANW): $90.9M, 266,639 shares, 0.03% of the company, 0.25% of its portfolio (trimmed this quarter); held since Q3 2022
13. AMD (AMD): $86.9M, 149,578 shares, 0.01% of the company, 0.24% of its portfolio (added this quarter); held since Q4 2019 or earlier
14. Caterpillar (CAT): $81.6M, 76,670 shares, 0.02% of the company, 0.22% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
15. KLA (KLAC): $78.1M, 258,939 shares, 0.02% of the company, 0.21% of its portfolio (trimmed this quarter); held since Q4 2021

By sector

• Cloud & AI giants: $3.1B, 45% of its AI holdings, 6 companies
• Chips & compute: $1.8B, 27% of its AI holdings, 25 companies
• Power, electrical & cooling: $405.6M, 6% of its AI holdings, 38 companies
• AI software: $383.0M, 6% of its AI holdings, 19 companies
• Equipment & test: $377.9M, 6% of its AI holdings, 14 companies
• Memory & storage: $374.5M, 6% of its AI holdings, 7 companies
• Interconnect: $134.9M, 2% of its AI holdings, 9 companies
• Servers & systems: $77.9M, 1% of its AI holdings, 10 companies
• Neoclouds & data centers: $71.7M, 1% of its AI holdings, 14 companies
• Optics: $56.4M, 1% of its AI holdings, 7 companies

Biggest changes this quarter

• added to Micron (MU): +$46.9M at the quarter's price
• added to Microsoft (MSFT): +$32.8M at the quarter's price
• added to Alphabet (GOOGL): +$22.7M at the quarter's price
• added to AMD (AMD): +$21.1M at the quarter's price
• added to Seagate (STX): +$18.6M at the quarter's price
• opened a position in Wolfspeed (WOLF): +$18.6M at the quarter's price
• added to Intel (INTC): +$18.2M at the quarter's price
• added to Sandisk (SNDK): +$11.5M at the quarter's price
• trimmed Apple (AAPL): -$11.2M at the quarter's price
• added to Broadcom (AVGO): +$10.9M at the quarter's price

Other holders of this size

• GATES FOUNDATION TRUST: $6.8B in 1 of these companies
• Migdal Insurance & Financial Holdings Ltd.: $6.9B in 68 of these companies
• GUGGENHEIM CAPITAL LLC: $6.7B in 172 of these companies
• FORT WASHINGTON INVESTMENT ADVISORS INC /OH/: $6.9B in 51 of these companies
• VIKING GLOBAL INVESTORS LP: $6.7B in 10 of these companies
• VOLORIDGE INVESTMENT MANAGEMENT, LLC: $6.9B in 91 of these companies
• SCOTIA CAPITAL INC.: $6.6B in 97 of these companies
• AMALGAMATED BANK: $7.0B in 177 of these companies

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