Graticule Asia Macro Advisors LLC

Est. AUM

$648.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BLOOM ENERGY CORP	COM CL A	$615.6M	4543205	94.89%	SOLE
2	NVIDIA CORPORATION	COM	$33.1M	189900	5.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.