StockDriftsStockDriftsTop 50 Myda Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | 6.65% | 175.0K | $27.4M | -32.69%(-85.00K) | $144.26(+14.13%) | 2026-06-30 | |
| MGM | MGM RESORTS INTERNATIONAL | 4.65% | 400.0K | $19.1M | +37.46%(+109.00K) | $40.03(+9.36%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 4.36% | 700.0K | $17.9M | -39.66%(-460.00K) | $8.66(+132.92%) | 2026-06-30 | |
| BHVN | BIOHAVEN LTD | 4.16% | 1.15M | $17.1M | -6.12%(-75.00K) | $13.64(+7.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.77% | 65.0K | $15.5M | +20.37%(+11.00K) | $207.49(+26.53%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.75% | 77.0K | $15.4M | new | $166.50(+35.78%) | 2026-06-30 | |
| AEAC | AMERICAN EXCEPTIONALISM ACQU | 3.38% | 1.18M | $13.9M | +161.17%(+725.28K) | $10.13(+0.00%) | 2026-06-30 | |
| MANE | VERADERMICS INC | 2.99% | 100.0K | $12.3M | -16.67%(-20.00K) | $63.15(+78.48%) | 2026-06-30 | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 2.74% | 28.0K | $11.3M | +75.00%(+12.00K) | $260.22(+56.47%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 2.21% | 38.1K | $9.1M | +111.68%(+20.10K) | $253.45(+7.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.14% | +110.40% | +14.82% | +99.59% |
| Top 20 Holdings Unweighted | +22.52% | +83.92% | +10.43% | +64.26% |
Myda Advisors LLC reports $671.87M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are DVY (6.7%), MGM (4.7%) and CORZ (4.4%). The top 20 holdings account for 54.87% of reported assets. Its disclosed equity book has returned +110.40% 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 Myda Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1589689). View Myda Advisors LLC’s 13F filings on SEC