Holdings
Sassicaia Capital Advisers LLC
As of Jun 30, 2026, Sassicaia Capital Advisers LLC reported 20 positions worth US$209M. Largest: Sandisk Corporation, Advanced Micro Devices Inc and Intel Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 36,402 | US$82.8M | +18,902 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 87,370 | US$50.8M | new | Jun 30, 2026 |
| Intel Corporation | 126K | US$17.6M | new | Jun 30, 2026 |
| Micron Technology, Inc. | 15,115 | US$17.4M | −18,675 | Jun 30, 2026 |
| Space Exploration Technologies Corp | 72,874 | US$12.5M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 13,180 | US$6.29M | +9,376 | Jun 30, 2026 |
| Nvidia Corporation | 27,000 | US$5.4M | −60,292 | Jun 30, 2026 |
| Applied Materials, Inc. | 5,690 | US$4.11M | new | Jun 30, 2026 |
| Marvell Technology, Inc. | 10,808 | US$3.22M | −21,892 | Jun 30, 2026 |
| Kla Corporation | 10,250 | US$3.09M | new | Jun 30, 2026 |