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QVT Financial LP

All holdings · as of Mar 31, 2026

67 positions

CompanyClassValueShares% of portfolio
MongoDB, Inc.$769.1K3,1420.1%
Airbnb, Inc.$698.8K5,5340.1%
SHOPIFY INC$668.9K5,6390.1%
Netflix Inc$569.2K5,9200.0%
CORNING INC /NY$566.2K4,1640.0%
Snowflake Inc.$495.7K3,2870.0%
Cloudflare, Inc.$472.5K2,2900.0%
Alphabet Inc.$438.0K1,5270.0%
Palantir Technologies Inc$422.3K2,8870.0%
CrowdStrike Holdings, Inc.$400.2K1,0250.0%
RAMBUS INC$399.9K4,6480.0%
AMPHENOL CORP /DE$351.3K2,7800.0%
LUMENTUM HLDGS INC$312.0K4440.0%
Akamai Technologies Inc$272.4K2,3720.0%
INFLEQTION INC$221.3K50,0000.0%
Zscaler, Inc.$204.7K1,4590.0%
NOKIA CORP$97.0K12,0700.0%
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