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October Effect Ltd

Q2 2026 13F Holdings

  • Location
    virginia beach, VA
  • Num holdings

    64

  • Value ($000)

    $106,350

  • Date Filed
    07/21/2026
  • Form type
    13F-HR
  • CIK
    0002078353
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
W
WDC

WESTERN DIGITAL CORP

COM
958102105
$8.04M
8 %

12,581

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.36M
7 %

36,761

1
1848782D

INTEL CORP

COM
458140100
$5.16M
5 %

36,941

R
RDDT

REDDIT INC

CL A
75734B100
$4.87M
5 %

28,039

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$4.2M
4 %

7,222

G
GE

GE AEROSPACE

COM NEW
369604301
$4.13M
4 %

11,064

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$3.95M
4 %

43,083

M
META

META PLATFORMS INC

CL A
30303M102
$3.9M
4 %

6,916

A
AAOI

APPLIED OPTOELECTRONICS INC

COM
03823U102
$3.73M
4 %

25,191

A
AMAT

APPLIED MATLS INC

COM
038222105
$3.45M
3 %

4,770

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