ZEGA Investments, LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$888.5M
Holdings
191
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 218.0k shares)
23.9%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 1.04M shares)
13.9%
03
$HYBL
SSGA ACTIVE TR
Q1 2026: Exited (was 1.69M shares)
5.9%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 279.3k shares)
5.7%
05
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Exited (was 21.8k shares)
4.7%
06
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 172.3k shares)
3.1%
07
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 147.7k shares)
2.5%
08
$ZHDG
TIDAL TRUST I
Q1 2026: Exited (was 941.8k shares)
2.5%
09
$TSLA
TESLA INC
Q1 2026: Exited (was 31.9k shares)
2.0%
10
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 28.6k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.