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AUTO-SYNCED 13F-HR / 13DTop 25 Holdings, Weightings & Quarter-over-Quarter Moves
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Fund holdings · 13F
‹ Portfolios

Surveyor Capital (Citadel L/S Arm)

Latest filing: 1 new · 5 added · 0 trimmed · 0 sold outLargest: VRT 21.0%

For information only · Important disclosures · Request a correction or removal

Citadel Fundamental Equities Arm. Mirrors the latest 13F-HR: long U.S. stock positions weighted by reported market value.

Return over
+1.8%
SPY +0.7% Live
1D
+1.8%
Live
1W
-3.3%
Live
1M
-14.7%
Live
3M
-4.0%
Live
6M
-1.9%
Live
YTD
+32.0%
Live
1Y
+49.8%
Live
Incep.
+58.7%
Live
Prices as of Oct 26, 20266 holdings
|
i
+21.60%
Total return this year
Consolidated across 6 holdings · SPY +13.11% (+8.49% vs SPY)
0.00% +22.50% +45.00%
Filing: 13F-HR filed Oct 17, 2026 for the quarter ending Sep 30, 2026. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded).

Live since inception vs SPY

Published and tracked from Oct 1, 2025 close

-5%+24%+53%+81%+110%Oct 2025Oct 2026Apr 2026
PortfolioSPY

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

-5%+24%+53%+82%+111%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY
/

Surveyor Capital (Citadel L/S Arm) · Allocation Pie

6 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

VRT (Vertiv): 21.00% COHR (Coherent Corp.): 18.50% ALAB (Astera Labs, Inc.): 16.50% LLY (Lilly (Eli)): 15.50% AMZN (Amazon): 14.50% NTRA (Natera, Inc.): 14.00% Healthcare: 29.50% High-Voltage Grid & Thermal: 21.00% Information Technology: 18.50% Technology: 16.50% Consumer Discretionary: 14.50% 100% 6 POSITIONS
Top weight: VRT (21.0%) · Lead sleeve: Healthcare (29.5%)
VRT
VRT
21.0%
High-Voltage Grid & Thermal
18.5%
Information Technology
16.5%
Technology
LLY
LLY
15.5%
Healthcare
14.5%
Consumer Discretionary
14.0%
Healthcare
Healthcare
2 holdings: LLY, NTRA
29.5%
High-Voltage Grid & Thermal
1 holding: VRT
21.0%
Information Technology
1 holding: COHR
18.5%
Technology
1 holding: ALAB
16.5%
Consumer Discretionary
1 holding: AMZN
14.5%

Holdings (6)

VRT Vertiv 21.0%
+2.8% today
Industrials · $199.78 · 1M -21.1% · 1Y +7.5% · stock page →
COHR Coherent Corp. 18.5%
+5.8% today
Information Technology · $221.50 · 1M -25.1% · 1Y +71.3% · stock page →
ALAB Astera Labs, Inc. 16.5%
-0.3% today
Technology · $257.16 · 1M -28.7% · 1Y +57.1% · stock page →
LLY Lilly (Eli) 15.5%
+0.4% today
Health Care · $1,279.14 · 1M +8.1% · 1Y +55.9% · stock page →
AMZN Amazon 14.5%
+0.4% today
Consumer Discretionary · $249.09 · 1M -0.2% · 1Y +11.1% · stock page →
NTRA Natera, Inc. 14.0%
+0.2% today
Healthcare · $404.90 · 1M -1.9% · 1Y +110.3% · stock page →

Full 13F filing on SEC EDGAR ↗

Changes vs prior quarter

VRT Vertiv HoldingsAdded+27%
COHR Coherent CorpNew
ALAB Astera LabsAdded+21%
LLY Eli LillyAdded+12%
AMZN Amazon.com IncAdded+8%
NTRA Natera IncAdded+15%

13D and 13G stakes · last 12 months

WAVE Eco Wave Power Global AB (publ)
13G (passive) · filed Oct 6, 2026 · filing
9.99%
of class
FJET STARFIGHTERS SPACE, INC.
13G (passive) · filed Oct 6, 2026 · filing
6.3%
of class
ALOY REALLOYS INC.
13G (passive) · filed Oct 6, 2026 · filing
6.1%
of class
QNT Quantinuum Inc.
13G (passive) · filed Oct 6, 2026 · filing
7.3%
of class
VENU Venu Holding Corporation
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
3.8%
of class
SPRB Spruce Biosciences, Inc.
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
1.9%
of class
MNTS Momentus Inc.
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
1.6%
of class
XCH XCHG Limited
13G (passive) · filed Aug 14, 2026 · filing
9.7%
of class
VFF VILLAGE FARMS INTERNATIONAL, INC.
13G (passive) · filed Aug 14, 2026 · filing
5.5%
of class
SPAI Safe Pro Group Inc.
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
3.6%
of class
PLRX PLIANT THERAPEUTICS, INC.
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
3.5%
of class
GLND Greenland Energy Company
13G amendment (passive) · filed Aug 14, 2026 · filing
5.8%
of class
ASST Strive, Inc.
13G amendment (passive) · filed Aug 14, 2026 · filing
7.6%
of class
FGC FG NEXUS INC.
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
4.2%
of class
DPRO DRAGANFLY INC.
13G amendment (passive) · now under 5% · filed Aug 14, 2026 · filing
1%
of class

Latest 15 of 80. A 13D or 13G is filed when a holder passes 5% of a company's shares; the 13G is the passive form.

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026