Fund Holdings — Simplify Asset Management Inc.

Total Portfolio Value
$6.49B
Total Bought
$627.07M
Total Sold
$205.87M
Net Transaction
+$421.20M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SIMPLIFY EXCHANGE TRADED FUN
GOVT MONE MA ETF
43,649,04046,038,775+2,389,7354,368,8324,606,64071.02%+237,807
ISHARES TR2,800,1314,100,066+1,299,935279,677407,0146.28%+127,336
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
05,528,700+5,528,7000116,6561.80%+116,656
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
01,700,000+1,700,000039,9590.62%+39,959
ISHARES TR1,010,1061,092,266+82,160691,862713,47911.00%+21,617
NOVO-NORDISK A S(NVO)0327,357+327,357012,0300.19%+12,030
UNITED THERAPEUTICS CORP DEL(UTHR)23,83934,251+10,41211,61620,3100.31%+8,695
PLAINS GP HLDGS L P(PAGP)1,272,3601,272,360024,35330,8930.48%+6,540
THERMO FISHER SCIENTIFIC INC(TMO)4,61917,409+12,7902,6768,5570.13%+5,881
3M CO(MMM)4,48544,241+39,7567186,4250.10%+5,707
ABBVIE INC(ABBV)23,77748,621+24,8445,43310,5750.16%+5,142
ASTRAZENECA PLC(AZN)025,818+25,81805,0920.08%+5,092
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
0151,381+151,38104,5750.07%+4,575
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
1,859,1272,109,127+250,00038,48442,9210.66%+4,437
BENITEC BIOPHARMA INC(BNTC)151,163562,242+411,0792,0365,9880.09%+3,952
GILEAD SCIENCES INC(GILD)37,47961,345+23,8664,6008,5500.13%+3,949
JOHNSON & JOHNSON(JNJ)21,96033,121+11,1614,5458,0960.12%+3,551
RITHM CAPITAL CORP(RITM)116,593336,593+220,0001,2713,1910.05%+1,920
ALIGN TECHNOLOGY INC107,194106,897-29716,73818,3250.28%+1,587
CORCEPT THERAPEUTICS INC(CORT)037,763+37,76301,5220.02%+1,522
BERKSHIRE HATHAWAY INC DEL02,622+2,62201,2560.02%+1,256
OXFORD LANE CAP CORP(OXLC)0100,000+100,00009780.02%+978
AQUESTIVE THERAPEUTICS INC0234,279+234,27909720.01%+972
VOR BIOPHARMA INC(VOR)053,510+53,51009550.01%+955
ORCHESTRA BIOMED HLDGS INC(OBIO)0219,387+219,38709320.01%+932
MERCK & CO INC(MRK)06,544+6,54407870.01%+787
TREVI THERAPEUTICS INC(TRVI)065,412+65,41207800.01%+780
OCULAR THERAPEUTIX INC(OCUL)090,000+90,00007620.01%+762
UPSTREAM BIO INC(UPB)077,793+77,79307000.01%+700
4D MOLECULAR THERAPEUTICS IN070,430+70,43006560.01%+656
PALO ALTO NETWORKS INC(PANW)03,967+3,96706360.01%+636
PALISADE BIO INC(PALI)0350,000+350,00006130.01%+613
ZEVRA THERAPEUTICS INC(ZVRA)42,365100,630+58,2653809380.01%+558
ADOBE INC(ADBE)02,266+2,26605510.01%+551
COMCAST CORP NEW(CCZ)018,691+18,69105240.01%+524
IMMUNIC INC(IMUX)0438,932+438,93204870.01%+487
COHERUS ONCOLOGY INC(CHRS)0253,140+253,14004280.01%+428
CATERPILLAR INC(CAT)0574+57404070.01%+407
LEONABIO INC(LONA)149,279149,27901,1301,5350.02%+405
KALARIS THERAPEUTICS INC(KLRS)20,07487,426+67,3521695040.01%+335
CORVUS PHARMACEUTICALS INC(CRVS)020,242+20,24202960.00%+296
OVID THERAPEUTICS INC(OVID)0130,813+130,81302900.00%+290
SNOWFLAKE INC(SNOW)01,728+1,72802610.00%+261
HONEYWELL INTL INC(HON)01,027+1,02702320.00%+232
CIENA CORP(CIEN)0581+58102260.00%+226
BLACKROCK INC(BLK)0214+21402060.00%+206
PEPSICO INC(PEP)01,305+1,30502030.00%+203
DATADOG INC(DDOG)01,707+1,70702020.00%+202
ARTIVA BIOTHERAPEUTICS INC(ARTV)023,230+23,23001500.00%+150
CONNECT BIOPHARMA HLDGS LTD(CNTB)051,475+51,47501350.00%+135
WESTERN DIGITAL CORP(WDC)1,6391,533-1062824150.01%+132
MFA FINL INC(MFA)202,500209,000+6,5001,8852,0020.03%+117
SIMPLIFY EXCHANGE TRADED FUN
US EQUI PLUS ETF
100,000100,00002,5622,6780.04%+117
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,026985-412833860.01%+103
APPLIED MATLS INC1,005975-302583330.01%+75
LAM RESEARCH CORP(LRCX)1,4781,526+482533260.01%+73
XCF GLOBAL INC(SAFX)0188,857+188,8570690.00%+69
WALMART INC(WMT)15,49414,217-1,2771,7261,7670.03%+41
GE VERNOVA INC(GEV)418359-592733130.00%+40
DELL TECHNOLOGIES INC(DELL)3,7123,073-6394675040.01%+37
BIT DIGITAL INC(BTBT)023,443+23,4430310.00%+31
CHIMERA INVT CORP(CIM)51,02551,02506346400.01%+6
IRONWOOD PHARMACEUTICALS INC(IRWD)10,94611,447+50137400.00%+3
COCA COLA CO(KO)4,4534,034-4193113070.00%-5
PHILIP MORRIS INTL INC(PM)1,5161,427-892432360.00%-7
ELECTRONIC ARTS INC1,2961,248-482652540.00%-10
CISCO SYS INC(CSCO)20,36019,859-5011,5521,5410.02%-11
PALANTIR TECHNOLOGIES INC(PLTR)9,74111,704+1,9631,7311,7120.03%-19
FORTINET INC(FTNT)4,0593,676-3833223000.00%-22
ROCKWELL AUTOMATION INC(ROK)588568-202292040.00%-25
FUBOTV INC(FUBO)12,6020-12,602320—-32
FLUOR CORP(FLR)7,2805,451-1,8292892540.00%-34
AURORA INNOVATION INC10,9690-10,969420—-42
CLOUDFLARE INC(NET)1,8731,566-3073693230.00%-46
HOME DEPOT INC(HD)1,1601,027-1333993380.01%-61
SAB BIOTHERAPEUTICS INC(SABS)208,227187,230-20,9977797170.01%-62
AUTODESK INC1,1481,102-463402640.00%-76
BOOKING HOLDINGS INC(BKNG)5754-33052270.00%-78
CADENCE DESIGN SYSTEM INC(CDNS)1,4901,382-1084663840.01%-82
SPOTIFY TECHNOLOGY S A(SPOT)1,0421,074+326055210.01%-84
SIMPLIFY EXCHANGE TRADED FUN
PIPE SAND SM ETF
91,46491,46402,7012,6130.04%-89
ZIMMER BIOMET HOLDINGS INC(ZBH)4,5003,315-1,1854053000.00%-105
EXXON MOBIL CORP7,8584,871-2,9879468260.01%-119
CELLDEX THERAPEUTICS INC NEW(CLDX)85,00068,994-16,0062,3092,1880.03%-120
UBER TECHNOLOGIES INC(UBER)4,4273,291-1,1363622370.00%-125
GE AEROSPACE(GE)1,9501,667-2836014730.01%-128
AMERICAN EXPRESS CO(AXP)1,065846-2193922560.00%-136
AGILON HEALTH INC(AGL)218,8100-218,8101510—-151
NEUROCRINE BIOSCIENCES INC(NBIX)3,4042,505-8994833300.01%-153
TG THERAPEUTICS INC(TGTX)23,23316,049-7,1846935330.01%-159
QVC GROUP INC(QVCAQ)16,6960-16,6961750—-175
OCULIS HOLDING AG(OCS)98,76566,667-32,0981,9721,7730.03%-200
FAIR ISAAC CORP(FICO)1200-1202030—-203
MASTERCARD INCORPORATED(MA)1,6951,526-1699687620.01%-205
QUALCOMM INC(QCOM)5,4035,574+1719247180.01%-206
DELCATH SYS INC(DCTH)261,126261,12602,6372,4230.04%-214
ATLASSIAN CORPORATION1,3510-1,3512190—-219
REDDIT INC(RDDT)9820-9822260—-226
NATERA INC(NTRA)1,0410-1,0412380—-238
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)9690-9692480—-248
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Simplify Asset Management Inc. — 13F Holdings — Q1 2026 | TickerTrail