Simplify Asset Management Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.52B
Q ending 2026-03-31
Prior quarter
$6.13B
Q ending 2025-12-31
Change
+6.4% QoQ · +144.1% YoY
Positions
143
reported holdings
Largest positions
Top 100 of 143 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Simplify Exchange Traded Fun | SBIL | Shares | $4.61B | 46.0M |
| Ishares Tr | IVV | Shares | $713.5M | 1.1M |
| Ishares Tr | AGG | Shares | $407.0M | 4.1M |
| Simplify Exchange Traded Fun | TUA | Shares | $116.7M | 5.5M |
| Simplify Exchange Traded Fun | SPUC | Shares | $72.2M | 1.6M |
| Simplify Exchange Traded Fun | QIS | Shares | $45.8M | 3.8M |
| Simplify Exchange Traded Fun | AGGH | Shares | $42.9M | 2.1M |
| Simplify Exchange Traded Fun | BUCK | Shares | $40.0M | 1.7M |
| Simplify Exchange Traded Fun | NMB | Shares | $37.5M | 1.6M |
| Plains Gp Hldgs L P | PAGP | Shares | $30.9M | 1.3M |
| Ishares Bitcoin Trust Etf | IBIT | Call | $29.9M | 775K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $26.9M | 700K |
| Simplify Exchange Traded Fun | NXTI | Shares | $24.4M | 822K |
| United Therapeutics Corp Del | UTHR | Shares | $20.3M | 34K |
| Align Technology Inc | ALGN | Shares | $18.3M | 107K |
| Eli Lilly & Co | LLY | Shares | $15.4M | 17K |
| Simplify Exchange Traded Fun | XV | Shares | $14.7M | 624K |
| Novo-Nordisk A S | NVO | Shares | $12.0M | 327K |
| Abbvie Inc | ABBV | Shares | $10.6M | 49K |
| Jazz Pharmaceuticals Plc | Shares | $9.8M | 52K | |
| Purecycle Technologies Inc | PCT | Shares | $9.2M | 1.8M |
| Thermo Fisher Scientific Inc | TMO | Shares | $8.6M | 17K |
| Gilead Sciences Inc | GILD | Shares | $8.5M | 61K |
| Regeneron Pharmaceuticals | REGN | Shares | $8.4M | 11K |
| Johnson & Johnson | JNJ | Shares | $8.1M | 33K |
| Biohaven Ltd | Shares | $7.6M | 898K | |
| 10X Genomics Inc | TXG | Shares | $7.5M | 355K |
| 3M Co | MMM | Shares | $6.4M | 44K |
| Warby Parker Inc | WRBY | Shares | $6.1M | 291K |
| Danaher Corp Del | DHR | Shares | $6.1M | 32K |
| Benitec Biopharma Inc | BNTC | Shares | $6.0M | 562K |
| Amgen Inc | AMGN | Shares | $5.6M | 16K |
| Astrazeneca Plc | Shares | $5.1M | 26K | |
| Intuitive Surgical Inc | ISRG | Shares | $5.0M | 11K |
| Simplify Exchange Traded Fun | CTA | Shares | $4.6M | 151K |
| Eyepoint Inc | EYPT | Shares | $4.2M | 326K |
| Tesla Inc | TSLA | Shares | $4.1M | 11K |
| Vaneck Bitcoin Etf | HODL | Shares | $4.0M | 209K |
| Cvs Health Corp | CVS | Shares | $3.9M | 54K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $3.5M | 8K |
| Achieve Life Science Inc | ACHV | Shares | $3.5M | 1.2M |
| Alignment Healthcare Inc | ALHC | Shares | $3.4M | 193K |
| Rithm Capital Corp | RITM | Shares | $3.2M | 337K |
| Establishment Labs Hldgs Inc | Shares | $3.0M | 53K | |
| Phathom Pharmaceuticals Inc | PHAT | Shares | $2.9M | 262K |
| Simplify Exchange Traded Fun | XXV | Shares | $2.8M | 125K |
| Ge Healthcare Technologies I | GEHC | Shares | $2.8M | 39K |
| Simplify Exchange Traded Fun | CTAP | Shares | $2.7M | 100K |
| Simplify Exchange Traded Fun | LITL | Shares | $2.6M | 91K |
| Delcath Sys Inc | DCTH | Shares | $2.4M | 261K |
| Abeona Therapeutics Inc | ABEO | Shares | $2.3M | 508K |
| Celldex Therapeutics Inc New | CLDX | Shares | $2.2M | 69K |
| Mfa Finl Inc | MFA | Shares | $2.0M | 209K |
| Guardant Health Inc | GH | Shares | $1.9M | 21K |
| Milestone Pharmaceuticals In | MIST | Shares | $1.8M | 1.5M |
| Oculis Holding Ag | Shares | $1.8M | 67K | |
| Walmart Inc | WMT | Shares | $1.8M | 14K |
| Insmed Inc | INSM | Shares | $1.8M | 11K |
| Palantir Technologies Inc | PLTR | Shares | $1.7M | 12K |
| Abbott Laboratories | ABT | Shares | $1.6M | 16K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 20K |
| Leonabio Inc | LONA | Shares | $1.5M | 149K |
| Corcept Therapeutics Inc | CORT | Shares | $1.5M | 38K |
| Kyverna Therapeutics Inc | KYTX | Shares | $1.5M | 173K |
| Pacira Biosciences Inc | PCRX | Shares | $1.4M | 63K |
| Inventiva Sa | IVA | Shares | $1.3M | 228K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.3M | 3K |
| International Business Machs | IBM | Shares | $1.2M | 5K |
| Edwards Lifesciences Corp | EW | Shares | $1.1M | 14K |
| Viridian Therapeutics Inc | VRDN | Shares | $1.1M | 56K |
| Annaly Capital Management In | NLY | Shares | $1.0M | 49K |
| Dynex Cap Inc | DX | Shares | $1.0M | 82K |
| Agnc Invt Corp | AGNC | Shares | $1.0M | 103K |
| Oxford Lane Cap Corp | OXLC | Shares | $978K | 100K |
| Aquestive Therapeutics Inc | AQST | Shares | $972K | 234K |
| Vor Biopharma Inc | VOR | Shares | $955K | 54K |
| Zevra Therapeutics Inc | ZVRA | Shares | $938K | 101K |
| Orchestra Biomed Hldgs Inc | OBIO | Shares | $932K | 219K |
| Armour Residential Reit Inc | ARR | Shares | $899K | 54K |
| Fulcrum Therapeutics Inc | FULC | Shares | $890K | 116K |
| Compass Pathways Plc | CMPS | Shares | $880K | 159K |
| Exxon Mobil Corp | XOM | Shares | $826K | 5K |
| Merck & Co Inc | MRK | Shares | $787K | 7K |
| Unitedhealth Group Inc | UNH | Shares | $785K | 3K |
| Trevi Therapeutics Inc | TRVI | Shares | $780K | 65K |
| Mastercard Incorporated | MA | Shares | $762K | 2K |
| Ocular Therapeutix Inc | OCUL | Shares | $762K | 90K |
| Qualcomm Inc | QCOM | Shares | $718K | 6K |
| Sab Biotherapeutics Inc | SABS | Shares | $717K | 187K |
| Cooper Cos Inc | COO | Shares | $711K | 10K |
| Boston Scientific Corp | BSX | Shares | $711K | 11K |
| Upstream Bio Inc | UPB | Shares | $700K | 78K |
| 4D Molecular Therapeutics In | FDMT | Shares | $656K | 70K |
| Chimera Invt Corp | CIM | Shares | $640K | 51K |
| Palo Alto Networks Inc | PANW | Shares | $636K | 4K |
| Palisade Bio Inc | PALI | Shares | $613K | 350K |
| Intuit | INTU | Shares | $612K | 1K |
| Servicenow Inc | NOW | Shares | $567K | 5K |
| Stryker Corporation | SYK | Shares | $562K | 2K |
| Adobe Inc | ADBE | Shares | $551K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.