SYMMETRY PEAK MANAGEMENT LLC

Wealth advisor Mechanical CIK 1389234
Long book
$9.7M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+30.5%
SPY +14.8%
Turnover
96%
of book per quarter

Strategy in plain words

auto-generated from filings

SYMMETRY PEAK MANAGEMENT LLC is a wealth-management firm allocating client money, running a $9.7M US long book across 10 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: INVESCO QQQ TRUST SERIES 1, ISHARES RUSSELL 2000 ETF, POLYPID LTD, TESLA INC, VISHAY PRECISION GROUP.

Over the last 8 quarters its long book ran on average 5.4pp per quarter ahead of the S&P 500, beating the index in 5 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.4%
Q2 2024
+18.9%
Q3 2024
+11.2%
Q1 2025
+22.5%
Q2 2025
+21.8%
Q3 2025
-6.9%
Q4 2025
-10.4%
Q1 2026
+30.5%

Sector allocation

Technology
40%
Industrials
37%
Healthcare
22%
Financials
1%

Long book by quarter

$5.1M
Q1 2024
$1.3M
Q2 2024
$1.6M
Q3 2024
$2.0M
Q1 2025
$8.8M
Q2 2025
$13.6M
Q3 2025
$4.7M
Q4 2025
$9.7M
Q1 2026

What does SYMMETRY PEAK own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
PYPD POLYPID LTDHealthcare87.2K$382K3.9%-31.5%
TSLA TESLA INCIndustrials1.0K$372K3.8%New
VPG VISHAY PRECISION GROUPTechnology7.0K$304K3.1%New
MRVL MARVELL TECHNOLOGY INCTechnology3.0K$297K3.1%New
ASML ASML HOLDING NV-NY REG SHSIndustrials200$264K2.7%New
INDI INDIE SEMICONDUCTOR INC-ATechnology30.1K$97K1.0%New
ORBS EIGHTCO HOLDINGS INCFinancials15.0K$14K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202690$358.6M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202665$377.4M canonicalSEC ↗
Q3 202513F-HRNov 14, 2025123$465.2M canonicalSEC ↗
Q2 202513F-HRAug 14, 2025108$209.8M canonicalSEC ↗
Q1 202513F-HRMay 15, 202527$86.9M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202532$94.3M canonicalSEC ↗
Q3 202413F-HRNov 14, 202470$218.0M canonicalSEC ↗
Q2 202413F-HRAug 14, 202481$56.7M canonicalSEC ↗
Q1 202413F-HRMay 15, 2024118$335.0M canonicalSEC ↗