SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Glaxis Capital Management, LLC

CIK 0001542161 · 443 JOHN RINGLING BLVD, SUITE G, SARASOTA, FL, 34236 · 941-556-5333

Reported Value
$16M
Q3 2023
Positions
19
Filings on Record
29
2019–present window
Filed
Nov 8, 2023
original filing

Summary

Glaxis Capital Management, LLC reported $16M in U.S.-listed holdings across 19 positions for Q3 2023.

The portfolio is heavily concentrated: SPY alone accounts for 27.3% of reported value.

Compared with Q2 2023, the fund opened 3 new positions and exited 27.

Portfolio Metrics

Turnover
+38.6%
vs prior filed quarter
Top-10 Concentration
+91.0%
share of reported value
Largest Position
+27.3%
Spdr S P 500 Etf Tr
New / Exited
3 / 27
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $34MQ1 ’19Q2 ’19: $24MQ3 ’19: $115MQ4 ’19: $118MQ1 ’20: $24MQ1 ’20Q2 ’20: $75MQ3 ’20: $14MQ4 ’20: $50MQ1 ’21: $92MQ1 ’21Q2 ’21: $80MQ3 ’21: $48MQ4 ’21: $38MQ1 ’22: $71MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ1 ’23: $7MQ1 ’23Q2 ’23: $26MQ3 ’23: $16MQ4 ’23: $29MQ1 ’24: $54MQ1 ’24Q2 ’24: $58MQ3 ’24: $26MQ4 ’24: $36MQ1 ’25: $26MQ1 ’25Q2 ’25: $75MQ3 ’25: $60MQ4 ’25: $58MQ1 ’26: $80MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 79.2%Common Stock: 20.8%
  • ETP · 79.2% · $12M
  • Common Stock · 20.8% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPYSPDR S&P 500 ETF TRNEW+10.0K10.0K+$4M$4M
WOLFSPEED INCNEW+15.7K15.7K+$597,218$597,218
PGXINVESCO EXCH TRADED FD TR IINEW+12.0K12.0K+$131,400$131,400
QQQINVESCO QQQ TRADDED+7.5K10.0K+$3M$4M
JPMJPMORGAN CHASE & COSOLD OUT15.0K0$2M$0
ASMLASML HOLDING N VSOLD OUT3.0K0$2M$0
SMHVANECK ETF TRUSTSOLD OUT8.0K0$1M$0
ONONON HLDG AGSOLD OUT35.0K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

15 positions (from 18 filing rows — )
#IssuerClass% PortfolioValueShares
1SPYSPDR S&P 500 ETF TRhistory →TR UNIT27.26%$4M10.0K
2QQQINVESCO QQQ TRhistory →UNIT SER 122.84%$4M10.0K
3VOOVANGUARD INDEX FDSS&P 500 ETF SHS · SMALL CP ETF7.93%$1M4.4K
4PFGPRINCIPAL FINANCIAL GROUP INhistory →COM6.49%$1M14.1K
5PFFISHARES TRhistory →PFD AND INCM SEC5.77%$904,50030.0K
6VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE SMCAP ETF5.49%$860,75812.2K
7MSFTMICROSOFT CORPhistory →COM5.23%$820,9502.6K
8EWYISHARES INCMSCI STH KOR ETF · MSCI SINGPOR ETF4.18%$656,34322.7K
9MDYSPDR S&P MIDCAP 400 ETF TRhistory →UTSER1 S&PDCRP3.13%$490,8881.1K
10SYYSYSCO CORPhistory →COM2.70%$422,7206.4K
11SCHASCHWAB STRATEGIC TRhistory →US SML CAP ETF1.72%$269,1066.5K
12GRMNGARMIN LTDhistory →SHS1.41%$220,9202.1K
13INDIINDIE SEMICONDUCTOR INChistory →CLASS A COM1.21%$189,00030.0K
14PGXINVESCO EXCH TRADED FD TR IIPFD ETF0.84%$131,40012.0K
15WOLFSPEED INCCOM0.16%$25,718675

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$80M41May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$58M43Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$60M48Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$75M51Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$26M23May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$36M36Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$26M31Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$58M57Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$54M61May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$29M33Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$16M19Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$26M42Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$7M15May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$7M13Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$7M17Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$7M17Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$71M39May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$38M25Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$48M32Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$80M42Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$92M32May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$50M25Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$14M2Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$75M29Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$24M5Apr 21, 202013F-HRchanges · EDGAR ↗
Q4 2019$118M25Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$115M23Oct 30, 201913F-HRchanges · EDGAR ↗
Q2 2019$24M14Jul 16, 201913F-HRchanges · EDGAR ↗
Q1 2019$34M14Apr 22, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.