Lido Advisors, LLC
•CIK: 1650150•Filing: Q4 2025
Lido Advisors, LLC, managed by the renowned hedge fund duo John Overdeck and David Siegel, maintains a concentrated portfolio with a focus on high-conviction, long-term investments, currently holding 1,669 positions. Notably, the fund has recently increased its stakes in VOO by 24,589% and ABBV by 4,734%, while exiting BSCP and HTH, reflecting its dynamic approach to capitalizing on growth opportunities and adjusting to market conditions.
Total AUM
$19.7B
+ $394.8M in options
QoQ Performance
+7.9%
Positions
1,063
+ 104 options
Top 10 Concentration
47.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
BSCR
AAPL
BSCQ
SPY11.5%
BSCR6.6%
AAPL5.7%
BSCQ5.6%
FTEC2.3%
IVW2.3%
IVE1.9%
VOO1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.5%
ETF15.3%
Technology11.4%
Financial3.2%
Healthcare2.1%
Consumer1.9%
Communication1.0%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+1372 more exited positions
Changes from Q3 2025
NEW7 new positions
↑139 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022