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.

History Trades

CompanyValueActionChangePriceLast Price
SPDR S&P 500 ETF TrustSPY$1.5BAddQ2 2025 13F$1B$571.44$754.81
SPDR Gold TrustGLD$-1.1BTrimQ2 2025 13F$1B$302.58$372.35
Zscaler, Inc.ZS$-305.5MTrimQ2 2025 13F$306M$248.49$149.82
Alphabet Inc.GOOG$760k4.3k sharesTrimQ2 2025 13F$254M$165.11$370.21
Apple IncAAPL$-250.7MTrimQ2 2025 13F$251M$202.27$327.50
IREN LimitedIREN$236.0MAddQ2 2025 13F$236M$8.09$38.28
iShares Trust - iShares Russell 2000 ETFIWM$175.6MAddQ2 2025 13F$176M$201.21$295.77
Netflix, Inc.NFLX$139.2MAddQ2 2025 13F$139M$112.75$73.68
Microsoft CorpMSFT$125.4MAddQ2 2025 13F$125M$433.34$395.63
Citigroup IncC$119.0MAddQ2 2025 13F$119M$72.26$134.98
Jefferies Group add Unmapped 13F securityPORTFOLIO$117.5MAddQ2 2025 13F$118M----
NVIDIA CorporationNVDA$96.3MAddQ2 2025 13F$96M$125.57$212.50
Celsius Holdings, Inc.CELH$89.0MAddQ2 2025 13F$89M$38.47$30.21
ARGEN-X SEARGX$-80.6MTrimQ2 2025 13F$81M$580.54$860.68
State Street Financial Select Sector SPDR ETFXLF$79.7MAddQ2 2025 13F$80M$49.50$56.56
The Select Sector SPDR Trust - The Energy Select Sector SPDR FundXLE$78.6MAddQ2 2025 13F$79M$41.73$56.50
Tesla IncTSLA$77.8MAddQ2 2025 13F$78M$300.61$394.46
CrowdStrike Holdings, Inc.CRWD$-75.0MExitQ2 2025 13F$75M$108.07$191.15
iShares 20+ Year Treasury Bond ETFTLT$-72.1MTrimQ2 2025 13F$72M$87.25$84.24
Alphabet IncGOOGL$-59.2MTrimQ2 2025 13F$59M$163.55$370.92
State Street SPDR S&P Biotech ETFXBI$56.6MAddQ2 2025 13F$57M$79.80$156.22
Intuit IncINTU$56.1MAddQ2 2025 13F$56M$675.75$289.92
Bank of America CorpBAC$71M1.5M sharesAddQ2 2025 13F$55M$42.07$61.59
Walmart IncWMT$-54.7MTrimQ2 2025 13F$55M$95.16$112.53
Griffon CorporationGFF$-53.7MTrimQ2 2025 13F$54M$69.68$93.61
Amazon.com IncAMZN$87M458k sharesTrimQ1 2025 13F$992M$217.00$254.96
Alphabet IncGOOGL$-638.5MTrimQ1 2025 13F$639M$181.36$370.92
SPDR S&P 500 ETF TrustSPY$-526.6MTrimQ1 2025 13F$527M$587.78$754.81
iShares Trust - iShares Russell 2000 ETFIWM$-473.3MTrimQ1 2025 13F$473M$216.92$295.77
Microsoft CorpMSFT$-455.8MTrimQ1 2025 13F$456M$407.71$395.63
SPDR Gold TrustGLD$344.1MAddQ1 2025 13F$344M$264.45$372.35
NVIDIA CorporationNVDA$-262.3MTrimQ1 2025 13F$262M$126.74$212.50
JPMorgan Chase & Co.JPM$-200.3MTrimQ1 2025 13F$200M$254.94$346.91
Alphabet Inc.GOOG$255M1.6M sharesAddQ1 2025 13F$180M$183.12$370.21
ISHARES BITCOIN TRUST ETFIBIT$-179.7MTrimQ1 2025 13F$180M$48.89$36.81
Jefferies Group exit Unmapped 13F securityPORTFOLIO$-168.1MExitQ1 2025 13F$168M----
Zscaler, Inc.ZS$160.9MAddQ1 2025 13F$161M$199.27$149.82
iShares iBoxx $ High Yield Corporate Bond ETFHYG$-154.3MTrimQ1 2025 13F$154M$79.37$79.81
Johnson & JohnsonJNJ$-153.2MTrimQ1 2025 13F$153M$156.47$247.02
Wynn Resorts, LimitedWYNN$-144.8MTrimQ1 2025 13F$145M$85.28$97.05
Unitedhealth Group IncUNH$-132.2MTrimQ1 2025 13F$132M$511.20$418.52
McDonald's CorporationMCD$-118.2MTrimQ1 2025 13F$118M$299.10$267.18
Shell PLCSHEL$-114.7MExitQ1 2025 13F$115M$67.37$86.14
Walmart IncWMT$-100.5MTrimQ1 2025 13F$100M$93.81$112.53
Oracle CorporationORCL$-100.3MExitQ1 2025 13F$100M$162.81$132.54
Apple IncAAPL$-99.1MTrimQ1 2025 13F$99M$231.67$327.50
Berkshire Hathaway Inc.BRK-B$2M4.1k sharesTrimQ1 2025 13F$98M$486.15$493.12
VICI Properties Inc.VICI$89.8MOtherQ1 2025 13F$90M$30.81$26.32
Jefferies Group trim Unmapped 13F securityPORTFOLIO$20M194.6k sharesTrimQ1 2025 13F$90M$102.74--
iShares MSCI Taiwan ETFEWT$-88.9MExitQ1 2025 13F$89M--$100.16
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