SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Lattice Capital Management, LLC

CIK 0001710207 · 1014 MARKET ST., SUITE 100, KIRKLAND, WA, 98033 · 425-828-4300

Reported Value
$1.4B
Q1 2024
Positions
21
Filings on Record
18
2022–present window
Filed
Apr 24, 2024
original filing

Summary

Lattice Capital Management, LLC reported $1.4B in U.S.-listed holdings across 21 positions for Q1 2024.

Its largest position, NVDA, represents 2.0% of the portfolio.

Compared with Q4 2023, the fund opened 1 new position and exited 4.

Portfolio Metrics

Turnover
+0.9%
vs prior filed quarter
Top-10 Concentration
+6.7%
share of reported value
Largest Position
+2.0%
Nvidia
New / Exited
1 / 4
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 ’21: $1.4BQ4 ’21Q1 ’22: $70MQ2 ’22: $780MQ3 ’22: $62MQ3 ’22Q4 ’22: $606MQ1 ’23: $693MQ2 ’23: $785MQ2 ’23Q3 ’23: $806MQ4 ’23: $1.4BQ1 ’24: $1.4BQ1 ’24Q2 ’24: $2.4BQ3 ’24: $111MQ4 ’24: $121MQ4 ’24Q1 ’25: $97MQ2 ’25: $91MQ3 ’25: $104MQ3 ’25Q4 ’25: $71MQ1 ’26: $57Mfilingsflow.com

Portfolio Composition

By security type
ETP: 92.9%Common Stock: 7.1%
  • ETP · 92.9% · $1.3B
  • Common Stock · 7.1% · $98M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BOTZGLOBAL X ROBOTICS & ARTIFICINEW+6.5K6.5K+$205,175$205,175
QLDPROSHARES ULTRA QQQSOLD OUT46.0K0$3M$0
ZSZSCALER INCSOLD OUT4.6K0$1M$0
IONQIONQ INCSOLD OUT17.7K0$219,303$0
MESOBLAST LTD- SPON ADRSOLD OUT30.1K0$33,110$0
AMZNAMAZON.COM INCTRIMMED38.0K13.9K$5M$3M
SPYSPDR S&P 500 ETF TRADDED+6.0K24.5K+$2M$1.3B
LLYELI LILLY & COTRIMMED4003.9K+$530,998$3M

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

Holdings — Q1 2024

20 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPhistory →COM2.01%$28M30.7K
2MSFTMICROSOFT CORPhistory →COM1.35%$19M44.4K
3AAPLAPPLE INChistory →COM0.89%$12M71.4K
4GOOGLALPHABET INC-CL ACAP STK CL A0.61%$8M55.8K
5ISRGINTUITIVE SURGICAL INCCOM NEW0.57%$8M19.6K
6METAMETA PLATFORMS INC-CLASS ACL A0.48%$7M13.6K
7LLYELI LILLY & COCOM0.22%$3M3.9K
8QCOMQUALCOMM INCCOM0.20%$3M16.6K
9AMZNAMAZON.COM INCCOM0.18%$3M13.9K
10HASHICORP INC-CL ACOM CL A0.14%$2M71.3K
11NFLXNETFLIX INCCOM0.14%$2M3.1K
12TSLATESLA INCCOM0.07%$975,6355.5K
13PLTRPALANTIR TECHNOLOGIES INC-ACL A0.07%$943,41041.0K
14SYMSYMBOTIC INCCLASS A COM0.05%$697,50015.5K
15WSTWEST PHARMACEUTICAL SERVICESCOM0.05%$633,1361.6K
16MUMICRON TECHNOLOGY INCCOM0.05%$628,2365.3K
17ATKRATKORE INCCOM0.04%$494,9362.6K
18EXELEXELIXIS INCCOM0.02%$239,67310.1K
19BOTZGLOBAL X ROBOTICS & ARTIFICIRBTCS ARTFL INTE0.01%$205,1756.5K
20SRNESORRENTO THERAPEUTICS INCCOM NEW0.00%$41451.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$57M18May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$71M21Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$104M23Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$91M22Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$97M22Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$121M29Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$111M28Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.4B31Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.4B21Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B24Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$806M31Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$785M37Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$693M58May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$606M53Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$62M58Oct 28, 202213F-HRchanges · EDGAR ↗
Q2 2022$780M59Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$70M70Apr 22, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B80Jan 19, 202213F-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 ↗.