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Capitolis Liquid Global Markets LLC

CIK:0001960050
Hedge Fund
$14B AUM
244 holdings
New York, NY, United States
Founded:2022
10 employees
Latest filing:Jun 30, 2025

Capitolis Liquid Global Markets LLC is a Delaware limited liability company headquartered in New York City. Incorporated in December 2022, the firm operates as a conditionally registered security-based swap dealer, effective January 2023, and began trading in December 2023. It is wholly owned by Capitolis MAPS LLC, a subsidiary of Capitolis Inc., a financial technology company founded in 2016. The firm primarily serves large global banks and swap dealers, providing security-based swap services.

Investment Strategy

Capitolis Liquid Global Markets LLC focuses on entering into security-based swaps, predominantly total return swaps referencing equity securities, with counterparties that are mainly large global banks and registered swap dealers. The firm also carries out hedging activities involving the purchase, sale, or borrowing of securities referenced in these swaps. Its strategy emphasizes risk management and efficient exposure to equity markets, leveraging the expertise and infrastructure of its financial technology parent company.

Top Buys
A
AAPLAPPLE INC
+$360.5M
B
BACBANK AMERICA CORP
+$317.4M
A
AVGOBROADCOM INC
+$230.8M
G
GOOGALPHABET INC
+$162.1M
N
NVDANVIDIA CORPORATION
+$159.7M
Top Sells
F
FXIISHARES TR
-$211.4M
M
MSFTMICROSOFT CORP
-$176.1M
W
WMTWALMART INC
-$118.2M
T
TJXTJX COS INC NEW
-$91.6M
U
UNHUNITEDHEALTH GROUP INC
-$74.1M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.5%$882.2M
A
AAPLAPPLE INC
+6.4%$867.8M
M
METAMETA PLATFORMS INC
+5.7%$782.4M
A
AVGOBROADCOM INC
+4.9%$662.7M
M
MSFTMICROSOFT CORP
+4.1%$560.6M

Equity Positions (242)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION6.46%$882.2M5,583,600$87.28$157.99+$159.7M
A
AAPL
APPLE INC6.36%$867.8M4,229,848$196.45$205.17+$360.5M
M
META
META PLATFORMS INC5.73%$782.4M1,060,050$528.45$738.09+$33.3M
A
AVGO
BROADCOM INC4.85%$662.7M2,404,000$158.15$275.65+$230.8M
M
MSFT
MICROSOFT CORP4.11%$560.6M1,126,960$421.77$497.41-$176.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+15.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.3%
SERVICES-PREPACKAGED SOFTWARE
+7.5%
ELECTRONIC COMPUTERS
+6.4%
PHARMACEUTICAL PREPARATIONS
+5.3%