AiSiWhale

AI & tech investing

Coastal Bridge Advisors, LLC

CIK 1665976

13F filing for Q2 2026・No. 1,906

Holdings
US$1.62B
Quarter change
+US$202.09M
Entries
471
Net bought (estimate)
—

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

469 stocks worth US$1.62B, options and bonds left out.

StockThis quarterValueWeight
LIONLIONSGATE STUDIOS CORPCOM—US$83.14M5.14%
AAPLAppleCOM—US$63.78M3.94%
GOOGALPHABET INCCAP STK CL C—US$47.75M2.95%
SCHWAB STRATEGIC TRUS DIVIDEND EQ—US$38.49M2.38%
NVDANvidiaCOM—US$35.74M2.21%
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM—US$34.06M2.11%
AMZNAmazonCOM—US$31.94M1.98%
MSFTMicrosoftCOM—US$28.24M1.75%
BLACKSTONE STRATEGIC CRED 20COM SHS BEN IN—US$25.53M1.58%
GOOGLAlphabetCAP STK CL A—US$25.02M1.55%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.