SEC 13F Intelligence

Managers / Q1 2025 · view latest →

RPO LLC

CIK 0001885066 · 6 LANDMARK SQUARE, 4TH FLOOR, STAMFORD, CT, 06901 · (203) 485-8813

Reported Value
$157M
Q1 2025
Positions
39
Filings on Record
18
2019–present window
Filed
May 13, 2025
original filing

Summary

Rpo LLC reported $157M in U.S.-listed holdings across 39 positions for Q1 2025.

Its largest position, BAC, represents 5.5% of the portfolio.

Compared with Q4 2024, the fund opened 5 new positions and exited 50.

Portfolio Metrics

Turnover
+42.3%
vs prior filed quarter
Top-10 Concentration
+25.9%
share of reported value
Largest Position
+5.5%
Bank America
New / Exited
5 / 50
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: $324MQ4 ’21Q1 ’22: $308MQ2 ’22: $399MQ3 ’22: $413MQ3 ’22Q4 ’22: $292MQ1 ’23: $328MQ2 ’23: $100MQ2 ’23Q3 ’23: $89MQ4 ’23: $68MQ1 ’24: $70MQ1 ’24Q2 ’24: $123MQ3 ’24: $125MQ4 ’24: $108MQ4 ’24Q1 ’25: $157MQ2 ’25: $48MQ3 ’25: $959MQ3 ’25Q4 ’25: $956MQ1 ’26: $32Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 70.9%ETP: 20.4%Closed-End Fund: 4.8%US DOMESTIC: 3.8%Equity WRT: 0.0%Other: 0.0%
  • Common Stock · 70.9% · $111M
  • ETP · 20.4% · $32M
  • Closed-End Fund · 4.8% · $8M
  • US DOMESTIC · 3.8% · $6M
  • Equity WRT · 0.0% · $66,730
  • Other · 0.0% · $2,389

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BACBANK AMERICA CORPNEW+691.3K691.3K+$29M$29M
XMESPDR SER TRNEW+375.8K375.8K+$21M$21M
ISRGINTUITIVE SURGICAL INCNEW+35.1K35.1K+$17M$17M
CSCOCISCO SYS INCNEW+223.9K223.9K+$14M$14M
BLAIZE HLDGS INCNEW+45.5K45.5K+$8,649$8,649
AAPLAPPLE INCADDED+81.1K101.1K+$17M$22M
HODLVANECK BITCOIN ETFADDED+38.6K51.4K$160,376$1M
SPYSPDR S&P 500 ETF TRSOLD OUT22.7K0$13M$0

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

Holdings — Q1 2025

27 positions
#IssuerClass% PortfolioValueShares
1BACBANK AMERICA CORPhistory →COM5.50%$9M207.3K
2SEAGATE HDD CAYMANNOTE 3.500% 6/03.83%$6M5.00M
3ISRGINTUITIVE SURGICAL INChistory →COM NEW3.19%$5M10.1K
4XMESPDR SER TRhistory →S&P METALS MNG3.02%$5M84.7K
5CSCOCISCO SYS INChistory →COM2.37%$4M60.4K
6AAPLAPPLE INChistory →COM1.99%$3M14.1K
7STEWSRH TOTAL RETURN FUND INChistory →COM1.86%$3M169.3K
8FBTCFIDELITY WISE ORIGIN BITCOINhistory →SHS1.49%$2M32.6K
9MXFMEXICO FD INChistory →COM1.36%$2M150.5K
10BITBBITWISE BITCOIN ETF TRhistory →SHS BEN INT1.34%$2M46.8K
11ARKBARK 21SHARES BITCOIN ETFSHS BEN INT0.97%$2M18.5K
12IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.89%$1M29.9K
13EZBCFRANKLIN TEMPLETON DIGITAL HBITCOIN ETF SHS0.81%$1M26.7K
14BRRRCOINSHARES VALKYRIE BITCOINCOM0.80%$1M54.2K
15HODLVANECK BITCOIN ETFSH BEN INT0.76%$1M51.4K
16XGLQXCLOUGH GLOBAL EQUITY FDCOM0.37%$580,73792.3K
17XDIAXNUVEEN DOW 30 DYNMC OVERWRTSHS0.36%$569,02239.3K
18GLOCLOUGH GLOBAL OPPORTUNITIESSH BEN INT0.35%$545,132111.5K
19CHWCALAMOS GBL DYN INCOME FUNDCOM0.25%$394,89661.8K
20GLVCLOUGH GLOBAL DIVID & INCOMECOM0.25%$386,66570.8K
21EVEX/WSEVE HLDG INC*W EXP 05/09/2020.01%$19,63576.3K
22SBC MED GROUP HLDGS INC*W EXP 09/17/2020.01%$18,58399.9K
23LVWR/WSLIVEWIRE GROUP INC*W EXP 09/26/2020.01%$9,812462.8K
24BLAIZE HLDGS INC*W EXP 01/13/2030.01%$8,64945.5K
25DIH HLDG US INC*W EXP 04/20/2020.00%$6,578513.9K
26ANNAWALEANNA INC*W EXP 12/13/2020.00%$3,47313.9K
27NWTN INC*W EXP 12/31/2020.00%$2,38995.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$32M24May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$956M70Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$959M44Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$48M22Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$157M39May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$108M78Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$125M40Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$123M48Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$70M45May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$68M99Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$89M51Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$100M83Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$328M144May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$292M155Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$413M203Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$399M162Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$308M153May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$324M147Feb 8, 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 ↗.