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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Safeguard Acquisition Corp.SAC-UN · Q1 2026$1.06$10.41+$2M+882.1%$2M
Highview Merger Corp. UnitsHVMCU · Q1 2026$1.06$10.31+$3M+872.6%$3M
Elme CommunitiesWRE · Q1 2026$2.01$17.57+$391k+774.1%$441k
Adagio Therapeutics, Inc.ADGI · Q1 2026$1.30$4.64+$219k+256.9%$304k
BlackBerry LimitedBB · Q1 2026$3.24$10.64+$240k+228.4%$345k
Micron Technology IncMU · Q1 2026$337.84$983.12+$27M+191%$42M
Astera Labs, Inc. Common StockALAB · Q1 2026$109.60$308.91+$5M+181.9%$8M
Advanced Micro Devices IncAMD · Q1 2026$203.43$548.13+$93M+169.4%$148M
AGNC Investment Corp. 8.75% Series H Fixed-Rate Cumulative Redeemable Preferred StockAGNCZ · Q1 2026$10.03$25.25+$6M+151.7%$9M
MARAVAI LIFESCIENS HLDGS INCMRVI · Q1 2026$2.83$7.09+$72k+150.5%$121k
Evolent Health, Inc.EVH · Q1 2026$2.28$5.67+$989k+148.7%$2M
Sandisk CorporationSNDK · Q1 2026$635.34$1,554.39+$2M+144.7%$3M
CREDO TECH GROUP HOLDING LTDCRDO · Q1 2026$93.87$226.74+$2M+141.5%$4M
Groupon, Inc.GRPN · Q1 2026$11.90$28.58+$4M+140.2%$6M
Dell Technologies IncDELL · Q1 2026$164.13$381.71+$10M+132.6%$17M
Humana Inc.HUM · Q1 2026$173.39$398.42+$1M+129.8%$3M
Hinge Health, Inc.HNGE · Q1 2026$38.56$87.74+$3M+127.5%$5M
Datadog, Inc.DDOG · Q1 2026$118.05$267.77+$630k+126.8%$1M
Intel CorpINTC · Q1 2026$44.13$99.98+$90M+126.6%$161M
Organon & CoOGN · Q1 2026$5.99$13.49+$390k+125.2%$701k
COMPASS Pathways plcCMPS · Q1 2026$5.53$12.43+$10M+124.8%$18M
UroGen Pharma Ltd.URGN · Q1 2026$17.98$39.81+$48M+121.4%$88M
Palo Alto Networks, Inc.PANW · Q1 2026$160.32$352.89+$3M+120.1%$6M
10x Genomics, Inc.TXG · Q1 2026$21.23$45.75+$1M+115.5%$3M
Vestis CorporationVSTS · Q1 2026$7.86$16.42+$18M+108.9%$35M
Seagate Technology Holdings plcSTX · Q1 2026$391.76$802.45+$5M+104.8%$10M
GH Research PLCGHRS · Q1 2026$14.06$28.71+$10M+104.2%$20M
Centene Corp.CNC · Q1 2026$32.74$66.59+$1M+103.4%$2M
Marvell Technology, Inc.MRVL · Q1 2026$99.05$194.94+$9M+96.8%$19M
AbCellera Biologics Inc.ABCL · Q1 2026$3.49$6.74+$18M+93.1%$37M
Hewlett Packard Enterprise CompanyHPE · Q1 2026$23.81$45.90+$18M+92.8%$38M
Porch Group, Inc.PRCH · Q1 2026$7.17$13.80+$16M+92.5%$34M
Flex LtdFLEX · Q1 2026$65.46$125.75+$14M+92.1%$28M
Revolution Medicines, Inc.RVMD · Q1 2026$97.25$184.44+$217k+89.7%$459k
Travere Therapeutics, Inc.TVTX · Q1 2026$29.71$55.74+$1M+87.6%$3M
Everspin Technologies, Inc.MRAM · Q1 2026$8.79$16.40+$81k+86.6%$175k
Western Digital CorpWDC · Q1 2026$270.49$502.08+$3M+85.6%$7M
Qualys, Inc.QLYS · Q1 2026$87.85$159.32+$1M+81.4%$2M
STMicroelectronics NVSTM · Q1 2026$34.55$62.66+$4M+81.3%$10M
Snowflake Inc.SNOW · Q1 2026$150.82$271.87+$925k+80.3%$2M
Hims & Hers Health, Inc.HIMS · Q1 2026$20.76$37.17+$2M+79%$6M
Affirm Holdings, Inc.AFRM · Q1 2026$45.82$81.71+$3M+78.3%$7M
LifeStance Health Group, Inc.LFST · Q1 2026$6.37$11.29+$127k+77.2%$291k
Bloom Energy CorporationBE · Q1 2026$135.49$239.38+$2M+76.7%$5M
Teladoc Health IncTDOC · Q1 2026$5.45$9.63+$63k+76.6%$144k
MaxCyte, Inc.MXCT · Q1 2026$0.7025$1.24+$5.4k+76.5%$12k
ManpowerGroup IncMAN · Q1 2026$29.46$51.65+$346k+75.3%$805k
Insight Enterprises IncNSIT · Q1 2026$67.01$114.65+$159k+71.1%$384k
Semtech CorpSMTC · Q1 2026$76.89$131.14+$2M+70.6%$5M
Global Business Travel Group, Inc.GBTG · Q1 2026$5.58$9.42+$52k+68.7%$128k