13F filings
Samlyn Capital
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 79 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| LPLALPL Finl Hldgs Inc | Shares | $677.6M | 2,405,639 | 11% |
| PRMBPrimo Brands Corporation | Shares | $404.1M | 16,534,731 | 6.6% |
| FSLRFirst Solar Inc | Shares | $246.7M | 1,045,479 | 4% |
| TSMTaiwan Semiconductor Manufac | Shares | $210.5M | 440,842 | 3.4% |
| BLKBlackrock Inc | Shares | $201.2M | 209,195 | 3.3% |
| FWONKLiberty Media Corp Del | Shares | $200.8M | 2,110,487 | 3.3% |
| JPMJpmorgan Chase & Co | Shares | $166.2M | 507,845 | 2.7% |
| MSMorgan Stanley | Shares | $151.2M | 723,118 | 2.5% |
| VSECVSE Corp | Shares | $147.9M | 647,205 | 2.4% |
| BACBank Of Amer Corp | Shares | $142.3M | 2,497,807 | 2.3% |
| MSGSMadison Square Grdn Sprt Cor | Shares | $137.9M | 343,183 | 2.2% |
| WSCWillscot Hldgs Corp | Shares | $134.2M | 4,651,344 | 2.2% |
| KKS.FKaspi Kz Jsc | Shares | $129.8M | 1,498,332 | 2.1% |
| BWABorgwarner Inc | Shares | $127.3M | 1,917,390 | 2.1% |
| MKSIMKS Inc. | Shares | $125.4M | 281,893 | 2% |
| COFCapital One Finl Corp | Shares | $122.8M | 611,971 | 2% |
| CRSCarpenter Technology Corp | Shares | $112.9M | 183,069 | 1.8% |
| AMZNAmazon Com Inc | Shares | $99.0M | 415,515 | 1.6% |
| METAMETA Platforms Inc | Call | $91.1M | 161,800 | 1.5% |
| MRXMarex Group PLC | Shares | $90.4M | 1,483,250 | 1.5% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| JPMJPMORGAN CHASE & CO | Trimmed | -62.1% | -$272.4M | $166.2M |
| BWABORGWARNER INC | New | n/a | $127.3M | $127.3M |
| FSLRFIRST SOLAR INC | Added | +104.6% | $126.1M | $246.7M |
| MSMORGAN STANLEY | Trimmed | -45.4% | -$125.5M | $151.2M |
| COFCAPITAL ONE FINL CORP | Trimmed | -49.1% | -$118.5M | $122.8M |
| BACBANK OF AMER CORP | Added | +427.8% | $115.4M | $142.3M |
| NVDANVIDIA CORPORATION | Exited | n/a | -$113.0M | $0 |
| AMZNAMAZON COM INC | Trimmed | -52.7% | -$110.2M | $99.0M |
| LYVLIVE NATION ENTERTAINMENT IN | Exited | n/a | -$108.9M | $0 |
| MKSIMKS INC. | Trimmed | -43.2% | -$95.5M | $125.4M |
| MSFTMICROSOFT CORP | Exited | n/a | -$93.6M | $0 |
| METAMETA PLATFORMS INC | New | n/a | $91.1M | $91.1M |
| METAMETA PLATFORMS INC | Trimmed | -51.3% | -$84.0M | $79.8M |
| RBARB GLOBAL INC | Trimmed | -58.2% | -$79.8M | $57.2M |
| ITUBITAU UNIBANCO HLDG S A | New | n/a | $79.4M | $79.4M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Samlyn Capital hold?
Samlyn Capital disclosed 79 positions worth $6.1B in the Q2 2026 13F filing. The largest is LPLA at 11% of the disclosed book. A 13F lists long US equity positions only.
What did Samlyn Capital buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were Trimmed JPM, New BWA, Added FSLR, Trimmed MS. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.