StockDriftsStockDriftsTop 50 Cantor Fitzgerald L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 16.92% | 2.90M | $862.9M | +3767.63%(+2.82M) | $189.67(+17.14%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 12.69% | 1.11M | $647.3M | +48.22%(+362.48K) | $239.11(+102.00%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.1% | 1.81M | $362.3M | +1.80%(+32.03K) | $130.32(+72.88%) | 2026-06-30 | |
| INTC | INTEL CORP | 6.32% | 2.31M | $322.5M | +47.57%(+744.54K) | $49.39(+111.70%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 3.54% | 1.82M | $180.6M | +205.46%(+1.22M) | $113.47(+12.15%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.46% | 467.0K | $176.4M | +67.71%(+188.53K) | $312.71(+33.61%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 2.51% | 1.28M | $128.1M | +40.29%(+366.71K) | $78.74(+26.20%) | 2026-06-30 | |
| IREN | IREN LIMITED | 2.26% | 2.51M | $115.0M | -14.39%(-422.68K) | $41.63(+7.53%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.14% | 458.7K | $109.3M | +2.14%(+9.63K) | $219.07(+21.02%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.13% | 144.9K | $108.5M | +5.37%(+7.38K) | $661.89(+18.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.47% | +38.51% | — | — | -1.55% |
| Top 20 Holdings Unweighted | +12.79% | +43.49% | — | — | +38.74% |
Cantor Fitzgerald L P reports $9.23B in US-listed equity holdings across 251 positions in its most recent 13F filing. Its largest disclosed positions are MRVL (16.9%), AMD (12.7%) and NVDA (7.1%). The top 20 holdings account for 71.28% of reported assets. Its disclosed equity book has returned +38.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cantor Fitzgerald L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1024896). View Cantor Fitzgerald L P’s 13F filings on SEC