InvestInfoAI
Ariadne Wealth Management, LP

Q4 2025 · 13F-HR

Ariadne Wealth Management, LPholdings as filed

Filed 2026-02-13 · accession 0002034793-26-000001

$242.0M
Reported value
261
Positions
2025-12-31
Period end
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The Brief · Ariadne Wealth Management, LP · Q4 2025

AI · grounded in 13F

Ariadne Wealth Management, LP closed its position in VEA, reducing its holdings by $1,020,100. The fund increased its exposure to American Centy ETF TR, accumulating shares in AVUV by 251.98% and AVDV by 172.22%. Additionally, the fund established a new position in VanEck ETF Trust valued at $653,474.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46428Q109SLVISHARES SILVER TR$14.6M6.04%215,850CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$8.1M3.36%162,914CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$6.9M2.86%59,930CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$6.8M2.83%104,100CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$6.6M2.72%72,830CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$6.5M2.68%128,176CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.3M2.58%33,449CommonSOLE
78463V107GLDSPDR GOLD TR$5.9M2.44%13,060CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$5.7M2.34%149,889CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$5.5M2.27%135,002CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$5.1M2.10%68,444CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$4.3M1.79%40,409CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$4.3M1.78%77,997CommonSOLE
46434V878ICSHISHARES TR$3.7M1.53%73,279CommonSOLE
594918104MSFTMICROSOFT CORP$3.6M1.48%8,899CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$3.3M1.36%90,535CommonSOLE
02079K305GOOGLALPHABET INC$3.2M1.31%10,237CommonSOLE
11135F101AVGOBROADCOM INC$3.2M1.30%9,516CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$2.8M1.17%32,850CommonSOLE
037833100AAPLAPPLE INC$2.8M1.16%10,693CommonSOLE
30303M102METAMETA PLATFORMS INC$2.6M1.07%3,974CommonSOLE
464286319DVYEISHARES INC$2.5M1.05%73,201CommonSOLE
02079K107GOOGALPHABET INC$2.5M1.03%8,074CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$2.4M1.00%21,249CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$2.2M0.90%28,996CommonSOLE
023135106AMZNAMAZON COM INC$2.2M0.90%10,870CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.1M0.86%40,926CommonSOLE
025072141AVEEAMERICAN CENTY ETF TR$1.8M0.74%26,397CommonSOLE
464288281EMBISHARES TR$1.8M0.73%18,256CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$1.7M0.71%42,334CommonSOLE
92826C839VVISA INC$1.7M0.71%5,268CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$1.6M0.66%43,513CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$1.6M0.65%31,128CommonSOLE
464288687PFFISHARES TR$1.6M0.65%49,850CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.64%12,084CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.56%3,461CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$1.3M0.56%120,977CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.3M0.55%49,482CommonSOLE
464287226AGGISHARES TR$1.3M0.54%12,998CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.3M0.54%5,624CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.2M0.51%946CommonSOLE
09290D101BLKBLACKROCK INC$1.2M0.50%1,154CommonSOLE
29287L700FLXRTCW ETF TRUST$1.2M0.49%30,165CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.49%1,152CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$1.2M0.49%25,100CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.48%5,019CommonSOLE
25434V823DFARDIMENSIONAL ETF TRUST$1.1M0.47%46,502CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.45%3,626CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.44%2,136CommonSOLE
464288513HYGISHARES TR$1.1M0.43%13,000CommonSOLE
00206R102TAT&T INC$1.0M0.43%36,343CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$1.0M0.42%27,743CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.0M0.42%6,679CommonSOLE
88160R101TSLATESLA INC$1.0M0.42%2,416CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.0M0.41%2,720CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$973,5630.40%16,264CommonSOLE
31428X106FDXFEDEX CORP$959,8570.40%2,598CommonSOLE
68389X105ORCLORACLE CORP$953,0900.39%6,091CommonSOLE
025072190AVDSAMERICAN CENTY ETF TR$950,3690.39%12,244CommonSOLE
46434V449IMTMISHARES TR$926,5360.38%17,911CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$925,3360.38%11,571CommonSOLE
040413205ANETARISTA NETWORKS INC$887,8740.37%6,571CommonSOLE
37045V100GMGENERAL MTRS CO$878,5110.36%10,991CommonSOLE
66987V109NVSNOVARTIS AG$857,3160.35%5,319CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$853,2030.35%19,851CommonSOLE
595112103MUMICRON TECHNOLOGY INC$850,2940.35%2,054CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$801,2120.33%1,519CommonSOLE
58933Y105MRKMERCK & CO INC$783,6450.32%6,572CommonSOLE
464288877EFVISHARES TR$776,5740.32%9,845CommonSOLE
478160104JNJJOHNSON & JOHNSON$775,9570.32%3,173CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$772,7340.32%1,134CommonSOLE
46435U549EAGGISHARES TR$756,2310.31%15,676CommonSOLE
46432F388VLUEISHARES TR$738,5480.31%4,928CommonSOLE
02209S103MOALTRIA GROUP INC$718,6820.30%10,725CommonSOLE
922908769VTIVANGUARD INDEX FDS$713,2030.29%2,123CommonSOLE
482480100KLACKLA CORP$681,9000.28%470CommonSOLE
15135B101CNCCENTENE CORP DEL$677,2260.28%17,285CommonSOLE
922908637VVVANGUARD INDEX FDS$675,4540.28%2,158CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$662,6820.27%5,911CommonSOLE
458140100INTCINTEL CORP$655,7400.27%14,108CommonSOLE
92189H748CLOIVANECK ETF TRUST$653,4740.27%12,353CommonSOLE
171779309CIENCIENA CORP$640,7040.26%2,187CommonSOLE
78463X426QEMMSPDR INDEX SHS FDS$631,8240.26%8,720CommonSOLE
78464A284HYMBSPDR SERIES TRUST$625,7040.26%24,800CommonSOLE
464286285EMHYISHARES INC$608,3280.25%14,910CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$608,0610.25%12,294CommonSOLE
922908744VTVVANGUARD INDEX FDS$586,6170.24%2,867CommonSOLE
443201108HWMHOWMET AEROSPACE INC$584,3550.24%2,386CommonSOLE
464287614IWFISHARES TR$580,8600.24%1,294CommonSOLE
369604301GEGE AEROSPACE$572,9020.24%1,831CommonSOLE
958102105WDCWESTERN DIGITAL CORP$567,3480.23%1,997CommonSOLE
172967424CCITIGROUP INC$559,2000.23%5,004CommonSOLE
981064108WFWOORI FINL GROUP INC$553,9460.23%7,004CommonSOLE
922908629VOVANGUARD INDEX FDS$551,9480.23%1,850CommonSOLE
882508104TXNTEXAS INSTRS INC$545,4580.23%2,446CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$536,8780.22%2,270CommonSOLE
833445109SNOWSNOWFLAKE INC$531,5250.22%3,074CommonSOLE
281020107EIXEDISON INTL$531,1560.22%7,689CommonSOLE
92189F429PFXFVANECK ETF TRUST$525,8380.22%28,750CommonSOLE
038222105AMATAPPLIED MATLS INC$512,9450.21%1,562CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$512,6230.21%2,565CommonSOLE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$510,7200.21%46,017CommonSOLE
46436E759DMXFISHARES TR$508,2390.21%6,259CommonSOLE
060505104BACBANK AMERICA CORP$505,5050.21%9,625CommonSOLE
36828A101GEVGE VERNOVA INC$501,3680.21%614CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$498,2230.21%1,041CommonSOLE
922908611VBRVANGUARD INDEX FDS$491,1620.20%2,145CommonSOLE
30231G102XOMEXXON MOBIL CORP$490,9220.20%3,252CommonSOLE
452327109ILMNILLUMINA INC$487,9720.20%4,264CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$471,1550.19%6,752CommonSOLE
931142103WMTWALMART INC$464,2650.19%3,474CommonSOLE
46435G409IVLUISHARES TR$464,1110.19%10,910CommonSOLE
69331C108PCGPG&E CORP$459,5800.19%26,172CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$458,1450.19%5,473CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$457,7140.19%45,680CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$456,3560.19%2,803CommonSOLE
876030107TPRTAPESTRY INC$447,7520.19%2,933CommonSOLE
025072356AVREAMERICAN CENTY ETF TR$440,0280.18%9,433CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$436,7060.18%105CommonSOLE
617446448MSMORGAN STANLEY$435,7800.18%2,593CommonSOLE
025072372AVESAMERICAN CENTY ETF TR$434,4750.18%6,726CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$432,2420.18%42,006CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$431,7980.18%1,880CommonSOLE
17275R102CSCOCISCO SYS INC$431,6250.18%5,755CommonSOLE
46434V266ISCFISHARES TR$430,4840.18%9,558CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$420,5320.17%1,610CommonSOLE
06738E204BCSBARCLAYS PLC$420,3880.17%16,460CommonSOLE
718172109PMPHILIP MORRIS INTL INC$419,6580.17%2,221CommonSOLE
747525103QCOMQUALCOMM INC$416,1020.17%3,005CommonSOLE
500631106KEPKOREA ELEC PWR CORP$413,6410.17%19,438CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$412,7190.17%1,822CommonSOLE
29084Q100EMEEMCOR GROUP INC$407,1240.17%520CommonSOLE
88579Y101MMM3M CO$405,0950.17%2,320CommonSOLE
45337C102INCYINCYTE CORP$405,0150.17%4,020CommonSOLE
403949100DINOHF SINCLAIR CORP$400,0080.17%6,970CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$393,0250.16%16,753CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$387,0550.16%6,386CommonSOLE
099724106BWABORGWARNER INC$381,9970.16%5,740CommonSOLE
75513E101RTXRTX CORPORATION$381,1600.16%1,895CommonSOLE
751212101RLRALPH LAUREN CORP$378,6720.16%1,043CommonSOLE
46429B697USMVISHARES TR$378,4750.16%3,976CommonSOLE
651639106NEMNEWMONT CORP$370,8970.15%3,140CommonSOLE
025072323AVSCAMERICAN CENTY ETF TR$370,8070.15%5,792CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$370,5890.15%8,459CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$369,3510.15%23,646CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$367,2440.15%32,271CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$365,0180.15%16,223CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$363,6160.15%5,861CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$361,4820.15%10,086CommonSOLE
58733R102MELIMERCADOLIBRE INC$351,2250.15%175CommonSOLE
949746101WMT2WELLS FARGO CO NEW$350,7670.14%4,045CommonSOLE
149123101CATCATERPILLAR INC$347,0080.14%457CommonSOLE
92343E102VRSNVERISIGN INC$346,6400.14%1,589CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$343,3220.14%3,043CommonSOLE
889478103TOLTOLL BROTHERS INC$342,4570.14%2,106CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$342,1960.14%1,654CommonSOLE
43010E404HFROHIGHLAND OPPS & INCOME FD$339,5540.14%52,890CommonSOLE
031162100AMGNAMGEN INC$337,6360.14%922CommonSOLE
64110L106NFLXNETFLIX INC$337,5010.14%4,449CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$336,5910.14%337CommonSOLE
464288489IFGLISHARES TR$328,3420.14%13,040CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$326,0890.13%1,435CommonSOLE
464287721IYWISHARES TR$321,6720.13%1,686CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$320,5340.13%3,475CommonSOLE
48268K101KTKT CORP$314,5330.13%13,373CommonSOLE
922020748VCRBVANGUARD MALVERN FDS$312,3230.13%3,973CommonSOLE
009066101ABNBAIRBNB INC$310,5410.13%2,678CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$310,0230.13%1,747CommonSOLE
032654105ADIANALOG DEVICES INC$307,1710.13%927CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$304,6920.13%478CommonSOLE
369550108GDGENERAL DYNAMICS CORP$304,6310.13%894CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$304,1650.13%7,336CommonSOLE
46436E601LDEMISHARES TR$302,8470.13%4,807CommonSOLE
713448108PEPPEPSICO INC$301,9630.12%1,806CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$297,2680.12%1,031CommonSOLE
771049103RBLXROBLOX CORP$295,6680.12%4,682CommonSOLE
78464A508SPYVSPDR SERIES TRUST$295,0300.12%5,029CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$294,5640.12%1,344CommonSOLE
632307104NTRANATERA INC$293,4630.12%1,412CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$289,7070.12%21,302CommonSOLE
04010E109AGXARGAN INC$288,7280.12%698CommonSOLE
34354P105FLSFLOWSERVE CORP$287,8620.12%3,308CommonSOLE
78468R606SPHYSPDR SERIES TRUST$286,3600.12%12,083CommonSOLE
032095101APHAMPHENOL CORP NEW$285,4480.12%1,986CommonSOLE
20030N101CMCSACOMCAST CORP NEW$284,0570.12%8,927CommonSOLE
576323109MTZMASTEC INC$282,2690.12%1,064CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$281,8170.12%11,201CommonSOLE
23804L103DDOGDATADOG INC$280,0090.12%2,220CommonSOLE
464287523SOXXISHARES TR$279,4430.12%795CommonSOLE
34959E109FTNTFORTINET INC$272,3280.11%3,232CommonSOLE
30161Q104EXELEXELIXIS INC$269,9920.11%6,323CommonSOLE
461202103INTUINTUIT$268,2250.11%674CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$267,7870.11%3,760CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$263,4450.11%611CommonSOLE
78409V104SPGIS&P GLOBAL INC$262,1520.11%660CommonSOLE
78440P306SKMSK TELECOM CO LTD$261,8150.11%8,506CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$259,6090.11%624CommonSOLE
33829M101FIVEFIVE BELOW INC$256,9710.11%1,277CommonSOLE
767204100RIORIO TINTO PLC$255,4720.11%2,609CommonSOLE
233051846HAUZDBX ETF TR$254,5000.11%10,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$254,2300.11%1,567CommonSOLE
90384S303ULTAULTA BEAUTY INC$254,1960.11%381CommonSOLE
166764100CVXCHEVRON CORP NEW$251,8940.10%1,381CommonSOLE
303250104FICOFAIR ISAAC CORP$251,4760.10%188CommonSOLE
980745103WWDWOODWARD INC$248,8010.10%654CommonSOLE
438516106HONHONEYWELL INTL INC$244,6270.10%1,020CommonSOLE
25434V674DFSBDIMENSIONAL ETF TRUST$244,2210.10%4,655CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$240,1270.10%3,488CommonSOLE
247361702DALDELTA AIR LINES INC DEL$238,3850.10%3,430CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$233,9990.10%4,653CommonSOLE
231021106CMICUMMINS INC$232,5720.10%395CommonSOLE
803866300SSLSASOL LTD$230,9910.10%30,077CommonSOLE
404280406HSBCHSBC HLDGS PLC$230,4270.10%2,655CommonSOLE
880770102TERTERADYNE INC$228,6070.09%735CommonSOLE
46432F339QUALISHARES TR$228,4420.09%1,138CommonSOLE
191216100KOCOCA COLA CO$227,6780.09%2,882CommonSOLE
624756102MLIMUELLER INDS INC$226,7660.09%1,908CommonSOLE
00214Q708ARKFARK ETF TR$226,7000.09%6,132CommonSOLE
72703X106PLPLANET LABS PBC$226,5680.09%10,637CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$225,1060.09%11,485CommonSOLE
143658300CCL1EURCARNIVAL CORP$224,5490.09%6,888CommonSOLE
58155Q103MCKMCKESSON CORP$224,4200.09%245CommonSOLE
67059N108NTNXNUTANIX INC$223,9940.09%5,446CommonSOLE
05964H105SANBANCO SANTANDER SA$222,8050.09%18,490CommonSOLE
922908736VUGVANGUARD INDEX FDS$221,3320.09%481CommonSOLE
013872106AAALCOA CORP$220,2560.09%3,640CommonSOLE
65339F101NEENEXTERA ENERGY INC$219,3450.09%2,386CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$217,1150.09%456CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$216,6900.09%762CommonSOLE
418056107HASHASBRO INC$216,6490.09%2,133CommonSOLE
464287655IWMISHARES TR$216,1970.09%833CommonSOLE
37959E102GLGLOBE LIFE INC$216,1500.09%1,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$216,1430.09%1,247CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$213,8130.09%3,295CommonSOLE
883203101TXTTEXTRON INC$211,2260.09%2,139CommonSOLE
98459U103YALAYALLA GROUP LTD$211,0270.09%29,764CommonSOLE
37637K108GTLBGITLAB INC$210,6690.09%7,122CommonSOLE
343412102FLRFLUOR CORP NEW$209,7620.09%4,593CommonSOLE
92206C599VTHRVANGUARD SCOTTSDALE FDS$208,9590.09%694CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$208,8410.09%677CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$206,4330.09%297CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$206,1700.09%1,077CommonSOLE
91529Y106UNMUNUM GROUP$204,2170.08%2,865CommonSOLE
88033G407THCTENET HEALTHCARE CORP$203,2280.08%875CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$203,0620.08%3,115CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$201,0980.08%896CommonSOLE
68268W103OMFONEMAIN HLDGS INC$200,3420.08%3,508CommonSOLE
345370860FFORD MTR CO$170,0860.07%12,149CommonSOLE
29278D105ENICENEL CHILE S.A.$153,6160.06%36,060CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$153,5370.06%26,381CommonSOLE
55087P104LYFTLYFT INC$149,3700.06%11,446CommonSOLE
00090Q103ADTADT INC DEL$130,3540.05%17,062CommonSOLE
64828T201RITMRITHM CAPITAL CORP$123,8170.05%11,714CommonSOLE
97651M109WITWIPRO LTD$64,1090.03%28,118CommonSOLE
651229106NWLNEWELL BRANDS INC$62,0600.03%13,791CommonSOLE
54975P201LULUFAX HOLDING LTD$57,1350.02%20,701CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$56,3530.02%12,224CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$49,8400.02%20,595CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$45,2660.02%17,682CommonSOLE
528877103LXLEXINFINTECH HLDGS LTD$44,5550.02%16,027CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$30,5760.01%13,650CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.