Q2 2026 13F · SEC CIK 1675711

Deeter Investments LLP

Asset managerFiled 2026-10-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $673.0M
Reported positions: 94
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Deeter Investments LLP is an asset manager that reported 94 positions worth $673.0M in its Q2 2026 13F, filed 2026-10-08. Its largest holdings were Select Sector Spdr Tr (XLI, 9.7%), Ea Series Trust (BOXX, 8.7%), Eqt Corp (EQT, 5.6%).

Deeter Investments LLP holdings largest 50 of 94 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.

Deeter Investments LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLISelect Sector Spdr Tr	9.7%	1.4%	352,188	+604.4%	$65.2M
BOXXEa Series Trust	8.7%	1.4%	498,481	+605.0%	$58.4M
EQTEqt Corp	5.6%	5.1%	713,800	+55.2%	$38.0M
KWEBKraneshares Trust	3.3%	—	900,000	—	$22.0M
VALEVale S A	3.0%	3.7%	1,343,861	+0.0%	$20.2M
EPOLIshares Tr	2.9%	—	500,000	—	$19.3M
KSPIKaspi Kz Jsc	2.6%	—	200,000	—	$17.3M
URIUnited Rentals Inc	2.3%	—	13,548	—	$15.3M
IBKRInteractive Brokers Group in	2.2%	—	170,020	—	$14.8M
NUNu Hldgs Ltd	2.2%	2.8%	1,100,100	+0.0%	$14.7M
ETPCEnergy Transfer L P	2.1%	0.8%	740,000	+209.5%	$14.1M
BHPBhp Billiton Limited	1.9%	2.0%	154,100	+0.0%	$12.8M
MOOVaneck ETF Trust	1.9%	2.3%	157,500	+0.0%	$12.5M
XLESelect Sector Spdr Tr	1.8%	4.2%	230,500	-40.6%	$12.2M
INTCIntel Corp	1.8%	3.3%	85,743	-80.2%	$12.0M
NOKNokia Corp	1.8%	—	897,394	—	$11.9M
ZTSZoetis Inc	1.8%	—	165,000	—	$11.9M
FISVFiserv Inc	1.8%	0.8%	241,000	+201.3%	$11.8M
JJacobs Solutions Inc	1.6%	—	87,000	—	$11.0M
BCIAbrdn Etfs	1.6%	2.0%	478,400	+0.0%	$10.7M
ADBEAdobe Inc	1.5%	—	50,000	—	$10.3M
REGNRegeneron Pharmaceuticals	1.5%	—	16,000	—	$10.0M
IGVIshares Tr	1.4%	—	106,500	—	$9.6M
SESea Ltd	1.4%	—	100,000	—	$9.6M
RRXRegal Rexnord Corporation	1.4%	—	40,210	—	$9.6M
BEBloom Energy Corp	1.3%	1.7%	30,000	-57.6%	$9.1M
CBRSCerebras Systems Inc	1.3%	—	40,000	—	$8.8M
IYTIshares Tr	1.3%	—	100,000	—	$8.7M
KTOSKratos Defense & Security Solutions Inc	1.3%	—	170,000	—	$8.5M
DBCInvesco Db Commdy Indx Trck	1.1%	—	290,000	—	$7.7M
CCXIChurchill Cap Corp Xi	1.1%	—	288,597	—	$7.5M
ENTGEntegris Inc	1.0%	—	37,500	—	$6.7M
SOLSSolstice Advanced Matls Inc	1.0%	—	75,921	—	$6.7M
NXPINxp Semiconductors N V	1.0%	—	23,600	—	$6.6M
MXLMaxlinear Inc	1.0%	—	50,000	—	$6.4M
08774B508Better Home & Finance Holdin	0.8%	—	207,511	—	$5.7M
CVICvr Energy Inc	0.8%	1.2%	200,000	+0.0%	$5.5M
DBAInvesco Db Agriculture Fund	0.8%	—	200,000	—	$5.3M
RDDTReddit Inc	0.8%	—	30,000	—	$5.2M
AMKRAmkor Technology Inc	0.8%	—	60,000	—	$5.2M
ADMArcher Daniels Midland Co	0.8%	0.9%	67,500	+0.0%	$5.2M
OXYOccidental Pete Corp	0.7%	1.3%	100,000	-9.8%	$4.9M
AMZNAmazon Com Inc	0.7%	10.5%	20,000	-93.0%	$4.8M
IYMIshares Tr	0.7%	—	26,500	—	$4.8M
SANMSanmina Corp	0.7%	—	18,570	—	$4.7M
DELLDell Technologies Inc	0.7%	—	10,700	—	$4.6M
XOPSpdr Series Trust	0.7%	—	29,700	—	$4.6M
KIESpdr Series Trust	0.7%	—	75,100	—	$4.6M
ACHCAcadia Healthcare Company in	0.6%	0.6%	140,000	+0.0%	$4.1M
AMLPAlps ETF Tr	0.6%	—	77,603	—	$4.0M

What Deeter Investments LLP bought and sold in Q2 2026, against Q1 2026.

New positions

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

Added to

BOXX Ea Series Trust+605.0% shares
XLI Select Sector Spdr Tr+604.4% shares
ETPC Energy Transfer L P+209.5% shares
FISV Fiserv Inc+201.3% shares
EQT Eqt Corp+55.2% shares

Reduced

Left the top 50

ASML Asml Hldg NVwas 4.0%
NVDA Nvidia Corporationwas 3.2%
NKTR Nektar Therapeuticswas 3.0%
TSM Taiwan Semiconductor Manufacwas 2.6%
FXI Ishares Trwas 2.0%
AXON Axon Enterprise Incwas 1.9%
MRVL Marvell Technology Incwas 1.7%
PWR Quanta Svcs Incwas 1.7%

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: —
3 years: —
5 years: —

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	$673.0M	94
Q1 2026	$570.3M	99

Questions about Deeter Investments LLP's portfolio

What stocks does Deeter Investments LLP own?

Deeter Investments LLP's latest 13F, for Q2 2026 and filed Oct 8, 2026, lists 94 positions worth $673.0M. The largest are Select Sector Spdr Tr (XLI) at 9.7%, Ea Series Trust (BOXX) at 8.7%, Eqt Corp (EQT) at 5.6%, Kraneshares Trust (KWEB) at 3.3% and Vale S A (VALE) at 3.0%.

What did Deeter Investments LLP buy last quarter?

In Q2 2026, Deeter Investments LLP added Ea Series Trust (BOXX) (+605.0% shares), Select Sector Spdr Tr (XLI) (+604.4% shares) and Energy Transfer L P (ETPC) (+209.5% shares), compared with its Q1 2026 filing.

What did Deeter Investments LLP sell last quarter?

In Q2 2026, Deeter Investments LLP cut from its top 50 Asml Hldg NV (ASML), cut from its top 50 Nvidia Corporation (NVDA), cut from its top 50 Nektar Therapeutics (NKTR), cut from its top 50 Taiwan Semiconductor Manufac (TSM), cut from its top 50 Ishares Tr (FXI), Amazon Com Inc (AMZN) (-93.0% shares), Intel Corp (INTC) (-80.2% shares) and Bloom Energy Corp (BE) (-57.6% shares), compared with its Q1 2026 filing.

When is Deeter Investments LLP's next 13F filing due?

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