DCF Advisers, LLC — 13F holdings

DCF Advisers, LLC reported 93 holdings worth $566M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $142M (25.1%)
2. MU MICRON TECHNOLOGY INC — $130M (23.0%)
3. GOOG ALPHABET INC — $19.1M (3.4%)
4. SPY SPDR S&P 500 ETF TR — $18.7M (3.3%)
5. AMD ADVANCED MICRO DEVICES INC — $16.8M (3.0%)
6. AMZN AMAZON COM INC — $15.3M (2.7%)
7. ARGX ARGENX SE — $13.2M (2.3%)
8. CRVS CORVUS PHARMACEUTICALS INC — $9.52M (1.7%)
9. CYBIN INC — $9.49M (1.7%)
10. TEVA PHARMACEUTICAL INDS LTD — $8.62M (1.5%)