Fund Holdings

CTC Alternative Strategies, Ltd.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ARM HOLDINGS PLC015,346+15,34602,321,5435.27%+2,321,543
COINBASE GLOBAL INC(COIN)2,96215,423+12,461669,8272,693,0106.12%+2,023,183
SELECT SECTOR SPDR TR
ST STR DISCR ETF
017,677+17,67701,926,4394.37%+1,926,439
TECHNIPFMC PLC(FTI)016,223+16,22301,121,4962.55%+1,121,496
MEDLINE INC(MDLN)023,541+23,54101,047,5752.38%+1,047,575
AUTODESK INC04,320+4,32001,034,2082.35%+1,034,208
AFLAC INC(AFL)2,0009,789+7,789220,5401,073,9512.44%+853,411
COREWEAVE INC(CRWV)011,000+11,0000852,1701.94%+852,170
CHIME FINL INC(CHYM)042,610+42,6100798,0851.81%+798,085
BERKSHIRE HATHAWAY INC DEL01,622+1,6220777,2621.77%+777,262
SNOWFLAKE INC(SNOW)04,900+4,9000739,0181.68%+739,018
TRUIST FINL CORP(TFC)014,905+14,9050685,1831.56%+685,183
XPO INC(XPO)03,500+3,5000680,9251.55%+680,925
META PLATFORMS INC(META)01,171+1,1710669,9641.52%+669,964
AUTOZONE INC(AZO)78257+179264,537868,0891.97%+603,552
MILLICOM INTL CELLULAR S A
COM STK
08,000+8,0000599,5201.36%+599,520
GFL ENVIRONMENTAL INC(GFL)014,100+14,1000588,2521.34%+588,252
BITMINE IMMERSION TECNOLOGIE(BMNP)028,600+28,6000565,7081.28%+565,708
SIMON PPTY GROUP INC NEW(SPG)02,900+2,9000540,9371.23%+540,937
BLOOM ENERGY CORP03,900+3,9000528,4111.20%+528,411
MASTEC INC(MTZ)01,620+1,6200521,2191.18%+521,219
FIGURE TECHNOLOGY SOLUTIO(FGRS)015,063+15,0630511,3891.16%+511,389
XCEL ENERGY INC(XEL)06,300+6,3000500,4721.14%+500,472
SOUTHERN CO(SO)04,603+4,6030444,2821.01%+444,282
COHERENT CORP(COHR)1,3302,833+1,503245,478674,8491.53%+429,371
JBS N.V.(JBS)023,300+23,3000418,4680.95%+418,468
AMERICAN INTL GROUP INC05,300+5,3000398,8250.91%+398,825
BECTON DICKINSON & CO(BDX)02,500+2,5000393,0750.89%+393,075
PUBLIC STORAGE OPER CO(PSA)01,440+1,4400390,0670.89%+390,067
METLIFE INC(MET)05,400+5,4000381,8880.87%+381,888
CIRCLE INTERNET GROUP INC(CRCL)04,000+4,0000381,6400.87%+381,640
NETFLIX INC.(NFLX)03,967+3,9670381,4270.87%+381,427
COEUR MNG INC(CDE)019,100+19,1000358,5070.81%+358,507
WOODWARD INC(WWD)0990+9900354,3410.80%+354,341
CARRIER GLOBAL CORPORATION(CARR)06,200+6,2000349,1220.79%+349,122
SHARKNINJA INC(SN)03,200+3,2000338,8800.77%+338,880
JPMORGAN CHASE & CO(JPM)01,120+1,1200329,4590.75%+329,459
EDWARDS LIFESCIENCES CORP04,100+4,1000328,3280.75%+328,328
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0821+8210321,6350.73%+321,635
DOMINION ENERGY INC(D)05,200+5,2000321,4640.73%+321,464
KIMBERLY-CLARK CORP(KMB)03,300+3,3000318,3510.72%+318,351
UBS GROUP AG(UBS)08,208+8,2080315,1320.72%+315,132
VISA INC(V)01,008+1,0080304,6580.69%+304,658
ARGAN INC0552+5520300,6470.68%+300,647
UL SOLUTIONS INC(ULS)03,500+3,5000299,9850.68%+299,985
PRAXIS PRECISION MEDICINES I(PRAX)0925+9250298,0260.68%+298,026
FISERV INC(FISV)05,300+5,3000295,7400.67%+295,740
SANDISK CORP(SNDK)1,7391,100-639412,804698,8741.59%+286,070
FEDEX CORP(FDX)0800+8000284,9440.65%+284,944
KEURIG DR PEPPER INC(KDP)010,100+10,1000265,9330.60%+265,933
UMB FINL CORP(UMBF)02,300+2,3000259,4170.59%+259,417
COPART INC(CPRT)07,800+7,8000258,9600.59%+258,960
FORTINET INC(FTNT)03,100+3,1000253,3320.58%+253,332
ALBEMARLE CORP(ALB)01,400+1,4000251,3420.57%+251,342
OLD NATL BANCORP IND(ONB)010,400+10,4000229,8400.52%+229,840
GENERAL DYNAMICS CORP(GD)0633+6330217,2580.49%+217,258
NEXTERA ENERGY INC(NEE)02,300+2,3000213,6240.49%+213,624
ROYAL BK CDA(RY)01,300+1,3000209,7840.48%+209,784
REALTY INCOME CORP(O)03,300+3,3000201,8940.46%+201,894
NAVAN INC(NAVN)013,400+13,4000177,4160.40%+177,416
DOLE PLC(DOLE)010,400+10,4000148,6160.34%+148,616
SELECT SECTOR SPDR TR
ST STR SVC ETF
24,18726,609+2,4222,847,2942,949,8746.70%+102,580
CHIPOTLE MEXICAN GRILL INC(CMG)8,37012,600+4,230309,690403,3260.92%+93,636
NAUTILUS BIOTECHNOLOGY INC012,397+12,397048,1000.11%+48,100
OCUGEN INC018,633+18,633033,7260.08%+33,726
CLEAR CHANNEL OUTDOOR HLDGS(CCO)013,698+13,698032,4640.07%+32,464
UR-ENERGY INC021,126+21,126031,4780.07%+31,478
PALISADE BIO INC017,441+17,441030,5220.07%+30,522
ZENTALIS PHARMACEUTICALS INC012,500+12,500029,2500.07%+29,250
CARIBOU BIOSCIENCES INC015,076+15,076028,6440.07%+28,644
C4 THERAPEUTICS INC010,792+10,792028,3830.06%+28,383
MICROBOT MED INC011,718+11,718028,2400.06%+28,240
LEXICON PHARMACEUTICALS INC(LXRX)017,544+17,544027,3690.06%+27,369
TRON INC011,999+11,999027,2380.06%+27,238
IMMUNIC INC024,390+24,390027,0730.06%+27,073
VIRGIN GALACTIC HOLDINGS INC011,111+11,111027,0000.06%+27,000
PLAYBOY INC017,751+17,751026,9820.06%+26,982
SMARTRENT INC017,241+17,241025,8620.06%+25,862
SES AI CORPORATION026,548+26,548025,5390.06%+25,539
AMERICAN RES CORP010,238+10,238024,7760.06%+24,776
LINEAGE CELL THERAPEUTICS IN015,307+15,307024,1850.05%+24,185
PROKIDNEY CORP013,453+13,453024,0810.05%+24,081
ALT5 SIGMA CORP021,126+21,126023,4500.05%+23,450
INVIVYD INC017,648+17,648022,9420.05%+22,942
VERITONE INC010,033+10,033019,7650.04%+19,765
RANI THERAPEUTICS HLDGS INC023,622+23,622017,3570.04%+17,357
RING ENERGY INC011,278+11,278017,2550.04%+17,255
EIGHTCO HOLDINGS INC013,274+13,274012,3740.03%+12,374
AGNC INVT CORP(AGNC)15,00015,0000160,800150,4500.34%-10,350
PAYPAL HLDGS INC(PYPL)5,1206,100+980298,906275,9030.63%-23,003
STRATEGY INC(MSTR)4,3665,008+642663,414624,9981.42%-38,416
MANNKIND CORP(MNKD)16,40016,400092,98840,1800.09%-52,808
NEW GOLD INC CDA12,8000-12,800111,4880-111,488
BROADCOM INC(AVGO)6,0206,228+2082,083,5221,927,6284.38%-155,894
TOAST INC(TOST)5,9000-5,900209,5090-209,509
WORKDAY INC(WDAY)1,0410-1,041223,5860-223,586
AIR PRODS & CHEMS INC1,0230-1,023252,7010-252,701
GLOBE LIFE INC1,8090-1,809253,0070-253,007
ZOETIS INC(ZTS)2,1000-2,100264,2220-264,222
MARTIN MARIETTA MATLS INC(MLM)4400-440273,9700-273,970
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