Holdings
Atlatl Advisers LLC
As of Jun 30, 2026, Atlatl Advisers LLC reported 316 positions worth US$173M. Largest: Sandisk Corporation, Micron Technology, Inc. and Western Digital Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 7,624 | US$17.3M | new | Jun 30, 2026 |
| Micron Technology, Inc. | 11,080 | US$12.8M | +9,898 | Jun 30, 2026 |
| Western Digital Corporation | 13,912 | US$8.89M | +12,572 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 13,478 | US$7.83M | new | Jun 30, 2026 |
| Lam Research Corporation | 16,210 | US$7.02M | +14,442 | Jun 30, 2026 |
| Marvell Technology, Inc. | 23,205 | US$6.91M | new | Jun 30, 2026 |
| Applied Materials, Inc. | 9,365 | US$6.77M | new | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 19,438 | US$6.63M | new | Jun 30, 2026 |
| Intel Corporation | 46,787 | US$6.53M | new | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 3,063 | US$6.07M | new | Jun 30, 2026 |