Jefferies Group

Jefferies Group

Jefferies Group LLC is a prominent American multinational independent investment bank and financial services company based in New York City. The firm specializes in providing a range of capital markets and financial advisory services, including institutional brokerage, securities research, and asset management. Jefferies is recognized for its expertise in mergers and acquisitions, restructuring, and other financial advisory services, establishing itself as a key player in the investment banking sector. The investment strategy of Jefferies Group encompasses a diverse array of sectors, with significant activity in Financial Services, Technology, and Healthcare. The firm actively manages a portfolio that includes notable assets such as SPDR Gold Trust (GLD), SPDR S&P 500 ETF Trust (SPY), and NVIDIA Corporation (NVDA). Jefferies' latest disclosures reveal a complex trading record characterized by 200 reported moves, including 50 increases, 116 reductions, and 20 exits, with the largest disclosed move being an addition of approximately $1.9 billion to its position in GLD on May 7, 2026. This strategic approach reflects Jefferies' commitment to navigating the financial landscape effectively.

Latest Trades

CompanyValueActionChangePriceLast Price
SPDR Gold TrustGLD$3B8.1M sharesAddQ1 2026 13F$2B$447.84$372.35
SPDR S&P 500 ETF TrustSPY$1B1.7M sharesTrimQ1 2026 13F$980M$679.90$754.81
Alphabet Inc.GOOG$20M71.3k sharesTrimQ1 2026 13F$461M$314.16$370.21
NVIDIA CorporationNVDA$131M748.9k sharesTrimQ1 2026 13F$453M$183.46$212.50
IREN LimitedIREN$167M4.9M sharesTrimQ1 2026 13F$448M$45.15$38.28
iShares Trust - iShares Russell 2000 ETFIWM$234M945.5k sharesTrimQ1 2026 13F$339M$257.95$295.77
Citigroup IncC$16M145.2k sharesTrimQ1 2026 13F$301M$113.88$134.98
Alphabet IncGOOGL$24M84.7k sharesTrimQ1 2026 13F$177M$314.21$370.92
Cidara Therapeutics, Inc.CDTX$-169.3MExitQ1 2026 13F$169M$221.30$221.38
INSMED INCINSM$17M103.4k sharesTrimQ1 2026 13F$162M$153.74$109.81
Apple IncAAPL$74M292k sharesTrimQ1 2026 13F$143M$260.25$327.50
The Procter & Gamble CoPG$4M30k sharesTrimQ1 2026 13F$139M$151.60$148.01
CRH plcCRH.L$-138.1MTrimQ1 2026 13F$138M--$105.12
Jefferies Group add Unmapped 13F securityPORTFOLIO$130.2MAddQ1 2026 13F$130M----
Microsoft CorpMSFT$4M11.8k sharesTrimQ1 2026 13F$128M$418.44$395.63
JPMorgan Chase & Co.JPM$39M132.6k sharesTrimQ1 2026 13F$126M$303.48$346.91
Micron Technology IncMU$14M42.2k sharesTrimQ1 2026 13F$115M$391.72$983.12
Celsius Holdings, Inc.CELH$621k17.5k sharesTrimQ1 2026 13F$104M$47.41$30.21
EQT CorpEQT$7M114.2k sharesTrimQ1 2026 13F$100M$58.60$49.05
Jefferies Group other Unmapped 13F securityPORTFOLIO$99M1.2M sharesOtherQ1 2026 13F$99M$80.47--
Revolution Medicines, Inc. WarrantRVMDW$-90.7MTrimQ1 2026 13F$91M$1.94$8.62
Seagate Technology Holdings plcSTX$5M12k sharesTrimQ1 2026 13F$89M$381.56$802.45
Comerica IncorporatedCMA$-87.5MExitQ1 2026 13F$87M$92.09$88.67
Vistra CorpVST$10M64.5k sharesTrimQ1 2026 13F$81M$161.86$157.23
Broadcom IncAVGO$106M342.5k sharesAddQ1 2026 13F$81M$329.05$394.28
State Street SPDR S&P Biotech ETFXBI$299M2.3M sharesAddQ1 2026 13F$80M$124.84$156.22
Amazon.com IncAMZN$168M805.2k sharesTrimQ1 2026 13F$76M$220.17$254.96
Roivant Sciences Ltd.ROIV$201k7.3k sharesTrimQ1 2026 13F$76M$25.69$34.91
iShares MSCI Emerging Markets ETFEEM$72.0MAddQ1 2026 13F$72M$58.82$65.57
VICI Properties Inc.VICI$-71.0MExitQ1 2026 13F$71M$28.62$26.32
Verizon Communications IncVZ$13M251k sharesTrimQ1 2026 13F$70M$46.35$43.50
PayPal Holdings, Inc.PYPL$6M137.7k sharesTrimQ1 2026 13F$70M$48.26$56.80
Royal Bank of CanadaRY$-68.7MExitQ1 2026 13F$69M$167.31$214.69
Johnson Controls International plcJCI$69M524.6k sharesAddQ1 2026 13F$68M$129.17$140.13
GRAIL, Inc.GRAL$68M1.3M sharesOtherQ1 2026 13F$68M$77.46$71.96
Analog Devices IncADI$68M214.3k sharesAddQ1 2026 13F$67M$318.18$392.75
Automatic Data Processing IncADP$80M392.5k sharesAddQ1 2026 13F$67M$229.30$255.99
iShares iBoxx $ High Yield Corporate Bond ETFHYG$67M836.1k sharesAddQ1 2026 13F$66M$80.43$79.81
Berkshire Hathaway Inc.BRK-B$27M56.8k sharesTrimQ1 2026 13F$64M$490.90$493.12
Chevron Corporation Common StockCVX$12M60.2k sharesTrimQ1 2026 13F$62M$182.35$181.67
Bank of MontrealBMO$1M7.5k sharesTrimQ1 2026 13F$61M$138.94$178.89
Taiwan Semiconductor Manufacturing Co LtdTSM$5M16.1k sharesTrimQ1 2026 13F$61M$344.13$414.71
Abivax S.A.ABVX$1M10.2k sharesTrimQ1 2026 13F$61M$118.34$136.94
The Williams Companies, Inc.WMB$67M921k sharesAddQ1 2026 13F$59M$69.24$74.38
State Street Financial Select Sector SPDR ETFXLF$74M1.5M sharesAddQ1 2026 13F$59M$52.11$56.56
Wells Fargo & CoWFC$3M31.5k sharesTrimQ1 2026 13F$58M$85.89$86.35
First Solar, Inc.FSLR$865k4.4k sharesTrimQ1 2026 13F$56M$207.59$207.57
Exxon Mobil Corp (2)XOM$45M262.3k sharesTrimQ1 2026 13F$56M$152.80$144.49
Mastercard IncMA$116M231.7k sharesAddQ1 2026 13F$54M$526.66$551.54
ZIM Integrated Shipping Services Ltd.ZIM$8M307.9k sharesTrimQ1 2026 13F$52M$24.90$24.31
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Jefferies Group | TradingNote