Tiptree Advisors, LLC — 13F holdings

Tiptree Advisors, LLC reported 24 holdings worth $162M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $19.2M (11.9%)
2. GOOGL ALPHABET INC — $13.9M (8.6%)
3. LRCX LAM RESEARCH CORP — $13.6M (8.4%)
4. CSX CSX CORP — $12.2M (7.6%)
5. OC OWENS CORNING NEW — $11.4M (7.1%)
6. WBD WARNER BROS DISCOVERY INC — $10.4M (6.4%)
7. WULF Terawulf Inc — $8.84M (5.5%)
8. AD ARRAY DIGITAL INFRASTRUCTURE — $7.36M (4.6%)
9. BANC BANC OF CALIFORNIA INC — $7.16M (4.4%)
10. FLG FLAGSTAR FINANCIAL INC — $6.72M (4.2%)