SUSQUEHANNA ADVISORS GROUP, INC.
SEC Form 13F institutional filer · CIK 0001444949
13F-HR · 18 reported holdings · 2026-03-31
Market maker.
Reported long-US-equity value
$1.15B
Top-10 concentration
98.3%
SUSQUEHANNA ADVISORS GROUP, INC. — $1.15B AUM allocation strategy
SUSQUEHANNA ADVISORS GROUP, INC. files SEC Form 13F and reports $1.15B of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Financials 18.8%, followed by Information Technology 16.9% and Health Care 12.2%.
The top 10 holdings account for 98% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SUSQUEHANNA ADVISORS GROUP, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.15B
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
98% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APO +1.07M sh · +$57.7M+$HPE +650K sh · +$41.4M+$MA +205K sh · +$98.2M
Biggest trims (shares)
−$PFE −1.8M sh · −$28.9M−$ALB −300K sh · −$6.6M−$BLK −5.18K sh · −$418K
Exited to nil (held last quarter, gone now)
$MU ($257M last qtr)$META ($209M last qtr)$AMZN ($199M last qtr)$NVDA ($197M last qtr)$BKNG ($123M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals12.2%—
- Application Software11.9%—
- Transaction & Payment Processing Services11.5%—
- Apparel, Accessories & Luxury Goods8.3%—
- Asset Management & Custody Banks7.3%—
- Specialty Chemicals5.6%—
- Technology Hardware, Storage & Peripherals4.9%—
- Multi-Utilities2.2%—
- Other holdings36.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PFE | Pfizer Inc | 5M | $140M | -1.8M | 12.2% |
| $ORCL | Oracle Corporation | 1.48M | $137M | — | 11.9% |
| $MA | Mastercard Incorporated | 265K | $132M | +205K | 11.5% |
| $NKE | Nike Inc | 1.8M | $95.1M | — | 8.3% |
| $APO | Apollo Global Management Inc | 1.38M | $80.4M | +1.07M | 7.0% |
| $ALB | Albemarle Corporation | 900K | $64.7M | -300K | 5.6% |
| $HPE | Hewlett Packard Enterprise Company | 875K | $56.4M | +650K | 4.9% |
| $NEE | NextEra Energy Inc | 460K | $25.8M | — | 2.2% |
| $EXE | Expand Energy Corporation | 71.9K | $7.9M | +42.2K | 0.7% |
…and 9 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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