Spark Investment Management LLC
Spark Investment Management LLC reported 72 US-listed holdings worth $51.2 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Amazon.com Inc. (20.1%), Blackberry Ltd. (8.2%) and Spotify Technology S.A. (6.3%).
Reported holdings$51.2M
Positions72
The largest ten60.9%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
The 14 largest of its 71 positions, each sized by its share of the reported holdings.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +51.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Amazon.com Inc. AMZN | 43.2K | $10.3 million | 20.09% | |
| Blackberry Ltd. BB | 334.0K | $4.2 million | 8.22% | |
| Spotify Technology S.A. SPOT | 7.0K | $3.2 million | 6.27% | |
| Tesla, Inc. TSLA | 6.0K | $2.5 million | 4.93% | |
| Centerra Gold Inc. CGAU | 147.0K | $2.3 million | 4.54% | |
| Lightspeed Commerce Inc LSPD | 186.0K | $1.9 million | 3.80% | |
| Barrick Mining Corp B | 50.0K | $1.8 million | 3.58% | |
| Enerflex Ltd EFXT | 70.0K | $1.7 million | 3.35% | |
| Vermilion Energy Inc. VET | 181.0K | $1.7 million | 3.30% | |
| Kinross Gold Corp. KGC | 60.8K | $1.4 million | 2.80% | |
| Celestica Inc. CLS | 3.0K | $1.1 million | 2.13% | |
| Obsidian Energy OBE | 133.0K | $1.1 million | 2.12% | |
| Precision Drilling Corp. PDS | 14.0K | $1.1 million | 2.10% | |
| Arteris, Inc. AIP | 22.1K | $1.1 million | 2.10% | |
| Twilio Inc. TWLO | 5.2K | $1.1 million | 2.09% | |
| Baytex Energy Corp. BTE | 259.0K | $1.0 million | 2.03% | |
| Silvercorp Metals Inc. SVM | 82.0K | $829,446 | 1.62% | |
| Ambiq Micro Inc. AMBQ | 8.8K | $777,040 | 1.52% | |
| Open Text Corp. OTEX | 35.0K | $773,888 | 1.51% | |
| NVIDIA Corp. NVDA | 3.5K | $700,315 | 1.37% | |
| Cenovus Energy Inc. CVE | 28.0K | $694,058 | 1.35% | |
| Block, Inc. XYZ | 8.7K | $661,200 | 1.29% | |
| South Bow Corp. SOBO | 17.0K | $598,261 | 1.17% | |
| Pan Amern Silver Corp. PAAS | 13.0K | $582,215 | 1.14% | |
| Dropbox, Inc. DBX | 21.0K | $576,870 | 1.13% | |
| Sprott Inc. SII | 5.0K | $564,715 | 1.10% | |
| Canada Goose Hldgs Inc. GOOS | 58.0K | $548,685 | 1.07% | |
| Agnico Eagle Mines Ltd AEM | 3.0K | $465,666 | 0.91% | |
| monday.com Ltd. MNDY | 5.9K | $427,101 | 0.83% | |
| Fortuna MNG Corp. FSM | 45.0K | $380,059 | 0.74% | |
| Digi International Inc. DGII | 5.0K | $374,750 | 0.73% | |
| Fastly, Inc. FSLY | 18.5K | $339,660 | 0.66% | |
| Diebold Nixdorf, Inc. DBD | 3.6K | $306,072 | 0.60% | |
| Silvaco Group Inc. SVCO | 22.0K | $303,021 | 0.59% | |
| DigitalOcean Holdings, Inc. DOCN | 1.7K | $266,951 | 0.52% | |
| Bitdeer Technologies Group BTDR | 15.2K | $241,224 | 0.47% | |
| Fossil Group Inc. FOSL | 55.9K | $231,426 | 0.45% | |
| Kyverna Therapeutics Inc. KYTX | 25.1K | $223,641 | 0.44% | |
| Hudbay Minerals Inc. HBM | 9.0K | $212,314 | 0.41% | |
| One Stop System OSS | 11.4K | $207,252 | 0.40% | |
| OneSpan Inc. OSPN | 13.3K | $190,855 | 0.37% | |
| Corsair Gaming, Inc. CRSR | 19.1K | $184,697 | 0.36% | |
| Eliem Therapeutics Inc. CLYM | 13.6K | $177,344 | 0.35% | |
| Artiva Biotherapeutics Inc. ARTV | 16.5K | $160,050 | 0.31% | |
| Century Therapeutics Inc. IPSC | 59.0K | $144,550 | 0.28% | |
| Puma Biotechnology, Inc. PBYI | 17.0K | $137,870 | 0.27% | |
| Mako MNG Corp. MAKO | 16.1K | $118,226 | 0.23% | |
| Allbirds Inc. Class A New BIRD | 27.6K | $110,536 | 0.22% | |
| GCT Semiconductor Hldg Inc. GCTS | 37.1K | $110,187 | 0.22% | |
| Ovid Therapeutics Inc. OVID | 31.8K | $85,542 | 0.17% | |
| Macrogenics Inc. MGNX | 17.2K | $79,464 | 0.16% | |
| Cronos Group Inc. CRON | 28.0K | $77,315 | 0.15% | |
| Atea Pharmaceuticals Inc. AVIR | 16.2K | $75,330 | 0.15% | |
| Lexeo Therapeutics Inc. LXEO | 15.0K | $69,825 | 0.14% | |
| Zentalis Pharmaceuticals Inc. ZNTL | 12.5K | $60,625 | 0.12% | |
| Prelude Therapeutics Inc. PRLD | 10.6K | $56,498 | 0.11% | |
| Acrivon Therapeutics Inc. ACRV | 28.3K | $50,374 | 0.10% | |
| Voyager Therapeutics Inc. VYGR | 13.5K | $47,250 | 0.09% | |
| Blaize Hldgs Inc. BZAI | 30.4K | $41,952 | 0.08% | |
| Caribou Biosciences Inc. CRBU | 23.6K | $41,536 | 0.08% | |
| Acumen Pharmaceuticals Inc. ABOS | 14.7K | $39,249 | 0.08% | |
| Nkarta Inc. NKTX | 11.7K | $33,111 | 0.06% | |
| Inhibikase Therapeutics Inc. IKT | 15.5K | $31,465 | 0.06% | |
| Black Diamond Therapeutics I BDTX | 15.5K | $28,675 | 0.06% | |
| Ceragon Networks Ltd CRNT | 10.4K | $26,964 | 0.05% | |
| Tenaya Therapeutics Inc. TNYA | 35.5K | $26,238 | 0.05% | |
| Pliant Therapeutics Inc. PLRX | 22.6K | $25,764 | 0.05% | |
| Coherus Biosciences Inc. CHRS | 17.8K | $24,920 | 0.05% | |
| Ibio Inc. Com IBIO | 13.5K | $23,625 | 0.05% | |
| Maxcyte Inc. MXCT | 15.9K | $19,557 | 0.04% | |
| Leap Therapeutics Inc. CYPH | 25.9K | $15,859 | 0.03% | |
| Sinovac Biotech Ltd | 29.1K | $0 | 0.00% |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.