Q2 2026 13F · SEC CIK 1024896

Cantor Fitzgerald, L. P.

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.1B
Reported positions: 251
Top holdings a year, 3 yrs: -4.4%
Average holding period: 1.4 yrs

Cantor Fitzgerald, L. P. is an investment manager that reported 251 positions worth $5.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Marvell Technology Inc (MRVL, 16.9%), Advanced Micro Devices Inc (AMD, 12.7%), Nvidia Corporation (NVDA, 7.1%). A portfolio copying its top holdings returned -4.4% a year over the last 3 years, against 19.0% for the S&P 500.

Cantor Fitzgerald, L. P. holdings largest 50 of 251 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cantor Fitzgerald, L. P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MRVLMarvell Technology Inc	16.9%	—	2,896,855	—	$862.9M
AMDAdvanced Micro Devices Inc	12.7%	5.5%	1,114,253	+48.2%	$647.3M
NVDANvidia Corporation	7.1%	11.2%	1,810,531	+1.8%	$362.3M
INTCIntel Corp	6.3%	2.5%	2,309,818	+47.6%	$322.5M
SPCXSpace Exploration Techn Corp	5.0%	—	1,496,980	—	$255.8M
NOWServicenow Inc	3.5%	2.3%	1,818,953	+205.5%	$180.6M
AVGOBroadcom Inc	3.5%	3.1%	466,956	+67.7%	$176.4M
HOODRobinhood Mkts Inc	2.5%	2.3%	1,276,944	+40.3%	$128.1M
IRENIren Limited	2.3%	3.6%	2,514,830	-14.4%	$115.0M
AMZNAmazon Com Inc	2.1%	3.4%	458,656	+2.1%	$109.3M
IVVIshares Tr	2.1%	3.3%	144,905	+5.4%	$108.5M
UNHUnitedhealth Group Inc	1.6%	3.3%	201,607	-40.8%	$83.8M
MSTRStrategy Inc	1.5%	8.2%	887,996	-51.3%	$77.2M
SNDKSandisk Corp	1.3%	0.5%	29,101	+47.3%	$66.2M
FBTCFidelity Wise Origin Bitcoin	1.3%	2.7%	1,280,931	+0.0%	$65.4M
RUMRum Group Inc	1.2%	1.7%	9,326,205	+0.0%	$59.1M
ORCLOracle Corp	1.1%	2.4%	394,766	-13.7%	$57.9M
OKLOOklo Inc	1.1%	0.9%	1,091,138	+125.2%	$57.1M
IONQIonQ, Inc.	1.1%	1.1%	1,068,808	-0.8%	$56.9M
AMATApplied Matls Inc	1.0%	—	70,550	—	$51.0M
GOOGAlphabet Inc	0.9%	1.4%	137,084	+2.4%	$48.4M
IBITIshares Bitcoin Trust ETF	0.8%	0.9%	1,234,234	+87.6%	$41.1M
TCNNFTrulieve Cannabis Corp	0.7%	—	3,750,000	—	$36.9M
SMCISuper Micro Computer Inc	0.7%	1.0%	1,240,548	+6.9%	$36.4M
CRWVCoreweave Inc	0.7%	—	362,290	—	$36.1M
GLWCorning Inc	0.7%	—	136,780	—	$34.9M
MSFTMicrosoft Corp	0.6%	1.7%	83,038	-32.8%	$31.0M
SATLSatellogic Inc Com Cl A	0.6%	2.1%	4,983,113	-53.9%	$28.5M
AIIRAIR Global PLC	0.5%	—	4,182,009	—	$27.9M
CRCLCircle Internet Group Inc	0.5%	2.8%	432,427	-47.2%	$27.1M
SOFISofi Technologies Inc	0.5%	—	1,488,054	—	$26.7M
PLTRPalantir Technologies Inc	0.5%	0.6%	223,135	+107.0%	$26.0M
LLYEli Lilly & Co	0.5%	0.6%	20,326	+12.1%	$24.4M
RKLBRocket Lab Corp	0.5%	0.8%	230,335	-32.2%	$23.4M
CRMSalesforce Inc	0.4%	0.3%	142,216	+177.4%	$22.3M
NFLXNetflix Inc.	0.4%	1.7%	308,555	-36.3%	$22.0M
XXITwenty One Cap Inc	0.4%	1.3%	4,339,847	-21.3%	$21.5M
ADBEAdobe Inc	0.4%	0.6%	95,575	+31.6%	$19.6M
HIMSHims & Hers Health Inc	0.4%	0.8%	553,688	-49.2%	$19.2M
ASMLAsml Hldg NV	0.4%	—	9,352	—	$18.6M
GLASGlass House Brands Inc	0.3%	—	1,350,000	—	$16.7M
RBLXRoblox Corp	0.3%	0.5%	292,267	+22.3%	$15.9M
ONDSOndas Inc	0.3%	0.9%	1,913,796	-33.9%	$15.8M
TSMTaiwan Semiconductor Manufac	0.3%	—	31,962	—	$15.3M
LULULululemon Athletica Inc	0.3%	—	133,477	—	$15.2M
PDDPdd Holdings Inc	0.3%	0.7%	197,944	+8.1%	$15.1M
NBISNebius Group N.v.	0.3%	—	53,093	—	$14.7M
FUTUFutu Holdings Ltd	0.3%	—	155,750	—	$14.6M
STXSeagate Technology Hldngs Pl	0.3%	—	15,034	—	$14.5M
TSLATesla Inc	0.3%	—	33,458	—	$14.1M

What Cantor Fitzgerald, L. P. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -53.5% /yr; S&P 500 +14.9%
3 years: -4.4% /yr; S&P 500 +19.0%
5 years: +0.0% /yr; S&P 500 +11.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.1B	251
Q1 2026	$2.8B	203
Q4 2025	$3.4B	153
Q3 2025	$5.1B	293
Q2 2025	$4.1B	418
Q1 2025	$2.7B	291
Q4 2024	$2.6B	243
Q3 2024	$1.1B	194
Q2 2024	$497.7M	223
Q1 2024	$420.9M	247
Q4 2023	$487.0M	254
Q3 2023	$3.7B	531

Questions about Cantor Fitzgerald, L. P.'s portfolio

What stocks does Cantor Fitzgerald, L. P. own?

Cantor Fitzgerald, L. P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 251 positions worth $5.1B. The largest are Marvell Technology Inc (MRVL) at 16.9%, Advanced Micro Devices Inc (AMD) at 12.7%, Nvidia Corporation (NVDA) at 7.1%, Intel Corp (INTC) at 6.3% and Space Exploration Techn Corp (SPCX) at 5.0%.

What did Cantor Fitzgerald, L. P. buy last quarter?

In Q2 2026, Cantor Fitzgerald, L. P. added Servicenow Inc (NOW) (+205.5% shares), Salesforce Inc (CRM) (+177.4% shares) and Oklo Inc (OKLO) (+125.2% shares), compared with its Q1 2026 filing.

What did Cantor Fitzgerald, L. P. sell last quarter?

In Q2 2026, Cantor Fitzgerald, L. P. cut from its top 50 Gcm Grosvenor Inc (GCMG), cut from its top 50 Bitmine Immersion Techs Inc (BMNR), cut from its top 50 Applovin Corp (APP), cut from its top 50 Shell PLC (SHEL), cut from its top 50 Arm Holdings PLC (ARM), Satellogic Inc Com Cl A (SATL) (-53.9% shares), Strategy Inc (MSTR) (-51.3% shares) and Hims & Hers Health Inc (HIMS) (-49.2% shares), compared with its Q1 2026 filing.

How has Cantor Fitzgerald, L. P.'s portfolio performed?

A portfolio copying Cantor Fitzgerald, L. P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned -4.4% a year over the last 3 years, against +19.0% for the S&P 500. Over 1 year: -53.5% against +14.9%. Over 5 years: +0.0% a year against +11.7%.

When is Cantor Fitzgerald, L. P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Cantor Fitzgerald, L. P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.