Themes Management Co’s Oklo OKLO Stock Holding History

Themes Management Co’s Portfolio OKLO Stock Details OKLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$938K	Buy	17,922 +2,238	+14%	+$140K	0.62%	62
2026 Q1	$778K	Buy	15,684 +7,638	+95%	+$549K	0.48%	80
2025 Q4	$577K	Buy	+8,046	New	+$897K	0.43%	88

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Themes Management Co's OKLO Position: Q2 2026 in Review

Themes Management Co increased its Oklo (OKLO) stake by 14% in Q2 2026, buying an estimated $140K and bringing the position to 17,922 shares worth $938K. The position accounts for 0.62% of the portfolio, ranked #62.

Themes Management Co first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Themes Management Co held 17,922 shares of Oklo worth $938K as of Q2 2026.
Themes Management Co bought 2,238 Oklo shares in Q2 2026, an estimated $140K.
Oklo made up 0.62% of Themes Management Co's portfolio in Q2 2026, its #62 holding.
Themes Management Co first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.