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Headlands Technologies LLC

13F filer · CIK 1570271 · Chicago, IL

Summary
Headlands Technologies LLC reported $942.51M across 695 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are AMZN (3.5%), TLT (1.8%), MU (1.6%). Versus 2026 Q1, leaving options aside, it opened 343 new positions, added to 189, trimmed 161 and sold out of 360.
Reported value$942.51M
Positions695
Report period2026 Q2
FiledAug 13, 2026
New positions343
Added189
Trimmed161
Sold out360

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 3.5%Value $33.29MPrice $246.67Shares 140K +50.83%Since Jun 30 +3.50%
Weight 1.8%Value $16.91MPrice $78.62Shares 196KSince Jun 30 -9.03%
Weight 1.6%Value $15.10MPrice $1054Shares 13K -87.26%Since Jun 30 -8.69%
Weight 1.4%Value $13.46MPrice $607.57Shares 23K +962.28%Since Jun 30 +4.59%
Weight 1.3%Value $12.30MPrice $263.24Shares 56KSince Jun 30 +19.20%
Weight 1.2%Value $11.12MPrice $116.03Shares 80K +322.48%Since Jun 30 -16.90%
Weight 1.1%Value $10.30MPrice $86.51Shares 112K +56.51%Since Jun 30 -6.06%
Weight 1.0%Value $9.88MPrice $291.25Shares 33KSince Jun 30 -3.78%
Weight 1.0%Value $9.76MPrice $736.53Shares 13K +127.51%Since Jun 30 +0.02%
Weight 0.9%Value $8.80MPrice $87.08Shares 101KSince Jun 30 +0.05%
Weight 0.9%Value $8.35MPrice $132.60Shares 57KSince Jun 30 -9.52%
Weight 0.9%Value $8.26MPrice $703.61Shares 12K -19.97%Since Jun 30 +2.45%
Weight 0.9%Value $8.17MPrice $108.73Shares 72K -52.04%Since Jun 30 -4.00%
Weight 0.8%Value $7.95MPrice $111.51Shares 58K +198.71%Since Jun 30 -18.00%
Weight 0.8%Value $7.93MPrice $46.76Shares 167KSince Jun 30 -1.62%
Weight 0.8%Value $7.54MPrice $166.45Shares 45K +312.80%Since Jun 30 -0.76%
Weight 0.8%Value $7.46MPrice $13.34Shares 512K +214.75%Since Jun 30 -8.32%
Weight 0.8%Value $7.36MPrice $152.67Shares 53KSince Jun 30 +10.52%
Weight 0.8%Value $7.32MPrice $209.70Shares 36K -26.88%Since Jun 30 +2.27%
Weight 0.8%Value $7.26MPrice $60.18Shares 126KSince Jun 30 +4.05%
Weight 0.8%Value $7.22MPrice $106.74Shares 62KSince Jun 30 -9.13%
Weight 0.7%Value $6.78MPrice $41.86Shares 71KSince Jun 30 -56.45%
Weight 0.7%Value $6.58MPrice $752.25Shares 11KSince Jun 30 +20.64%
Weight 0.7%Value $6.35MPrice $509.22Shares 17K -75.98%Since Jun 30 +36.51%
Weight 0.7%Value $6.35MPrice $174.78Shares 39KSince Jun 30 +7.99%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

TLTTLTISHARES TR≈ $16.91MNew
CMECMECME GROUP INC≈ $12.30MNew
AMZNAMZNAMAZON COM INC≈ $11.22MAdd
BEBEBLOOM ENERGY CORP≈ $9.88MNew

Largest sells in 2026 Q2

TSLATSLATESLA INC≈ $31.04MTrim
GOOGLGOOGLALPHABET INC≈ $29.68MSold
MSFTMSFTMICROSOFT CORP≈ $19.93MTrim
HYGHYGISHARES TR≈ $12.29MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR