§ 13F · FUND PROFILE
DCF Advisers, LLC.
AUM · $566M (13F)Positions · 93Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 193K | $142M | 25.1% | +53% |
| 2 | MU | MICRON TECHNOLOGY INC | 100K | $115M | 20.4% | −25% |
| 3 | GOOG | ALPHABET INC | 54K | $19M | 3.4% | −5% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 25K | $19M | 3.3% | +16% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 29K | $17M | 3.0% | ±0% |
| 6 | MU | MICRON TECHNOLOGY INC | 13K | $14M | 2.6% | — |
| 7 | AMZN | AMAZON COM INC | 59K | $14M | 2.5% | +59% |
| 8 | ARGX | ARGENX SE | 14K | $13M | 2.3% | −3% |
| 9 | CRVS | CORVUS PHARMACEUTICALS INC | 638K | $10M | 1.7% | ±0% |
| 10 | HELP | CYBIN INC | 1.43M | $9M | 1.7% | +107% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DCF SIGNAL
AC read
DCF Advisers, LLC is a Other fund managing $566 million in assets. The fund runs a portfolio of 93 positions.
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