SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Sassicaia Capital Advisers LLC

CIK 0001692751 · 2 JERICHO PLAZA, SUITE 100, JERICHO, NY, 11753 · 5169422483

Reported Value
$24M
Q1 2024
Positions
24
Filings on Record
22
2021–present window
Filed
May 15, 2024
original filing

Summary

Sassicaia Capital Advisers LLC reported $24M in U.S.-listed holdings across 24 positions for Q1 2024.

Its largest position, NVDA, represents 16.9% of the portfolio.

Compared with Q4 2023, the fund opened 19 new positions and exited 8.

Portfolio Metrics

Turnover
+27.2%
vs prior filed quarter
Top-10 Concentration
+76.2%
share of reported value
Largest Position
+16.9%
Nvidia Corporation
New / Exited
19 / 8
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
Q4 ’20: $48MQ4 ’20Q1 ’21: $177MQ2 ’21: $96MQ3 ’21: $35MQ3 ’21Q4 ’21: $15MQ1 ’22: $20MQ2 ’22: $16MQ2 ’22Q3 ’22: $3MQ4 ’22: $40MQ1 ’23: $115MQ1 ’23Q2 ’23: $117MQ4 ’23: $12MQ1 ’24: $24MQ1 ’24Q2 ’24: $25MQ3 ’24: $34MQ4 ’24: $4MQ4 ’24Q1 ’25: $28MQ2 ’25: $160MQ3 ’25: $224MQ3 ’25Q4 ’25: $46MQ1 ’26: $89Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 57.1%ETP: 42.9%Other: 0.0%
  • Common Stock · 57.1% · $13M
  • ETP · 42.9% · $10M
  • Other · 0.0% · $3,690

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IBITISHARES BITCOIN TRNEW+64.0K64.0K+$3M$3M
GLDSPDR GOLD TRNEW+9.4K9.4K+$2M$2M
COINCOINBASE GLOBAL INCNEW+4.3K4.3K+$1M$1M
GBTCGRAYSCALE BITCOIN TR BTCNEW+17.6K17.6K+$1M$1M
VOLATILITY SHS TRNEW+16.0K16.0K+$852,000$852,000
SHOCKWAVE MED INCNEW+2.3K2.3K+$762,625$762,625
GDXVANECK ETF TRUSTNEW+22.4K22.4K+$708,288$708,288
CATCATERPILLAR INCNEW+1.8K1.8K+$659,574$659,574

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

Holdings — Q1 2024

24 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM16.86%$4M4.4K
2VKTXVIKING THERAPEUTICS INChistory →COM14.02%$3M40.3K
3IBITISHARES BITCOIN TRhistory →SHS10.99%$3M64.0K
4GLDSPDR GOLD TRhistory →GOLD SHS8.20%$2M9.4K
5QQQINVESCO QQQ TRhistory →UNIT SER 15.27%$1M2.8K
6COINCOINBASE GLOBAL INChistory →COM CL A4.84%$1M4.3K
7GBTCGRAYSCALE BITCOIN TR BTChistory →SHS REP COM UT4.72%$1M17.6K
8BITOPROSHARES TRhistory →BITCOIN STRATE4.41%$1M32.2K
9VOLATILITY SHS TR2X BITCOIN STRAT3.61%$852,00016.0K
10SHOCKWAVE MED INCCOM3.23%$762,6252.3K
11GDXVANECK ETF TRUSThistory →GOLD MINERS ETF3.00%$708,28822.4K
12CATCATERPILLAR INChistory →COM2.80%$659,5741.8K
13FFORD MTR CO DELhistory →COM2.73%$642,75248.4K
14SPYSPDR S&P 500 ETF TRhistory →TR UNIT2.66%$627,6841.2K
15FCXFREEPORT-MCMORAN INChistory →CL B2.59%$611,30713.0K
16PIONEER NAT RES COCOM2.12%$498,7501.9K
17TILRAY BRANDS INCCOM1.57%$370,500150.0K
18WBAWALGREENS BOOTS ALLIANCE INChistory →COM1.56%$368,73017.0K
19NFLXNETFLIX INChistory →COM1.50%$353,466582
20TGTTARGET CORPhistory →COM1.17%$276,4481.6K
21MAMASTERCARD INCORPORATEDhistory →CL A1.02%$240,785500
22MDGLMADRIGAL PHARMACEUTICALS INChistory →COM1.02%$240,336900
23OPKOPKO HEALTH INCCOM0.08%$19,20016.0K
24CONNEXA SPORTS TECHNOLOGIESCOM NEW0.02%$3,69016.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$89M34May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$46M34Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$224M37Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$160M38Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$28M27May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$4M7Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$34M18Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$25M20Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$24M24May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$12M13Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review6Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$117M30Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$115M39May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$40M27Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3M5Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$16M16Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$20M21May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$15M19Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$35M40Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$96M36Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$177M65May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$48M31Feb 12, 202113F-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 ↗.