Q2 2026 13F · SEC CIK 1589689
MYDA Advisors LLC
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $411.3M
- Reported positions
- 143
- Top holdings a year, 3 yrs
- +23.2%
- Assets under management
- $821.2M
MYDA Advisors LLC is a hedge fund that reported 143 positions worth $411.3M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (DVY, 6.7%), Mgm Resorts International (MGM, 4.7%), Core Scientific Inc New (CORZ, 4.4%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.
MYDA Advisors LLC holdings largest 50 of 143 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What MYDA Advisors LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- AEXA American Exceptionalism Acqu+161.2% shares
- NFLX Netflix Inc.+150.0% shares
- LNG Cheniere Energy Inc+111.7% shares
- MSGK Madison Square Grdn Sprt Corp Cl A+75.0% shares
- MGM Mgm Resorts International+37.5% shares
- LINC Lincoln Educational Srvcs+25.0% shares
- HAL Halliburton Co+25.0% shares
- AMZN Amazon Com Inc+20.4% shares
Reduced
- XLU Select Sector Spdr Tr-46.4% shares
- ZM Zoom Communications Inc-41.3% shares
- CORZ Core Scientific Inc New-39.7% shares
- DVY Ishares Tr-32.7% shares
- PTON Peloton Interactive Inc-30.9% shares
- SPHR Sphere Entertainment Co-28.6% shares
- CEG Constellation Energy Corp-26.6% shares
- EYPT Eyepoint Pharmaceuticals Inc-24.2% shares
Left the top 50
- DIA Spdr Dow Jones Indl Averagewas 8.2%
- MSFT Microsoft Corpwas 3.5%
- AMPX Amprius Technologies Incwas 2.9%
- WULF Terawulf Incwas 2.1%
- TTWO Take-Two Interactive Softwarwas 1.6%
- LLY Eli Lilly & Cowas 1.5%
- FEIM Frequency Electrs Incwas 1.5%
- LEU Centrus Energy Corpwas 1.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +25.7% /yr
- S&P 500 +20.1%
- 3 years
- +23.2% /yr
- S&P 500 +20.4%
- 5 years
- +13.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $411.3M | 143 |
| Q1 2026 | $423.6M | 118 |
| Q4 2025 | $355.3M | 122 |
| Q3 2025 | $332.6M | 123 |
| Q2 2025 | $356.5M | 113 |
| Q1 2025 | $281.7M | 102 |
| Q4 2024 | $350.1M | 112 |
| Q3 2024 | $348.9M | 113 |
| Q2 2024 | $328.2M | 91 |
| Q1 2024 | $287.1M | 104 |
| Q4 2023 | $233.9M | 71 |
| Q3 2023 | $267.2M | 90 |
Questions about MYDA Advisors LLC's portfolio
What stocks does MYDA Advisors LLC own?
MYDA Advisors LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 143 positions worth $411.3M. The largest are Ishares Tr (DVY) at 6.7%, Mgm Resorts International (MGM) at 4.7%, Core Scientific Inc New (CORZ) at 4.4%, Biohaven Ltd (BHVN) at 4.2% and Amazon Com Inc (AMZN) at 3.8%.
What did MYDA Advisors LLC buy last quarter?
In Q2 2026, MYDA Advisors LLC added American Exceptionalism Acqu (AEXA) (+161.2% shares), Netflix Inc. (NFLX) (+150.0% shares) and Cheniere Energy Inc (LNG) (+111.7% shares), compared with its Q1 2026 filing.
What did MYDA Advisors LLC sell last quarter?
In Q2 2026, MYDA Advisors LLC cut from its top 50 Spdr Dow Jones Indl Average (DIA), cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Amprius Technologies Inc (AMPX), cut from its top 50 Terawulf Inc (WULF), cut from its top 50 Take-Two Interactive Softwar (TTWO), Select Sector Spdr Tr (XLU) (-46.4% shares), Zoom Communications Inc (ZM) (-41.3% shares) and Core Scientific Inc New (CORZ) (-39.7% shares), compared with its Q1 2026 filing.
How has MYDA Advisors LLC's portfolio performed?
A portfolio copying MYDA Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.7% against +20.1%. Over 5 years: +13.0% a year against +11.6%.
When is MYDA Advisors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. MYDA Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does MYDA Advisors LLC manage?
MYDA Advisors LLC reported $821.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $411.3M.