13F Insight
DOSSIER · 13F-HR · Q2 2025

MENLO ADVISORS LLC

$186M in tracked AUM across 29 positions as of Q2 2025.

MA
CIK 0001279708 · last filed Jun 30, 2025
Total AUM
$186M
as of Q2 2025
Holdings
29
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

MENLO ADVISORS LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$186M▼ 11.8%
29 positionsLocked2025Q1Mar 31
$210M▲ 7.3%
27 positionsLocked2024Q4Dec 31
$196M▲ 0.9%
29 positionsLocked2024Q3Sep 30
$194M▲ 7.8%
29 positionsLocked2024Q2Jun 30
$180M▲ 3.2%
32 positionsLocked2024Q1Mar 31
$175M▲ 7.5%
29 positionsLocked2023Q4Dec 31
$163M▲ 6.8%
28 positionsLocked2023Q3Sep 30
$152M▼ 4.1%
31 positionsLocked2023Q2Jun 30
$159M▲ 9.0%
31 positionsLocked2023Q1Mar 31
$146M▲ 109353.3%
29 positionsLocked2022Q4Dec 31
$133K▼ 6.7%
28 positionsLocked2022Q3Sep 30
$143K▼ 5.5%
29 positionsLocked
Showing 12 of 82