InvestInfoAI
Point72

Q4 2024 · 13F-HR

Point72holdings as filed

Filed 2025-02-14 · accession 0000902664-25-001050

$45.39B
Reported value
2,038
Positions
2024-12-31
Period end
View analyzed profile →PRO

The Brief · Point72 · Q4 2024

AI · grounded in 13F

Point72 established a new position in SPY valued at $3.46B. The fund also initiated new stakes in AMZN for $940.9M and MSFT for $732.6M. Additional new positions include NVDA at $568M and TSM at $492.7M.

Holdings as filed

First 500 of 2038

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$1.74B3.84%2,972,800CALLSHARED
78462F103SPYSPDR S&P 500 ETF TR$1.71B3.77%2,922,400PUTSHARED
023135106AMZNAMAZON COM INC$917.7M2.02%4,182,883CommonSHARED
594918104MSFTMICROSOFT CORP$713.8M1.57%1,693,461CommonSHARED
67066G104NVDANVIDIA CORPORATION$562.6M1.24%4,189,090CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$492.7M1.09%2,494,930CommonSHARED
191216100KOCOCA COLA CO$360.6M0.79%5,791,497CommonSHARED
00206R102TAT&T INC$355.5M0.78%15,611,172CommonSHARED
461202103INTUINTUIT$346.2M0.76%550,779CommonSHARED
254687106DISDISNEY WALT CO$345.2M0.76%3,100,113CommonSHARED
040413205ANETARISTA NETWORKS INC$333.9M0.74%3,021,154CommonSHARED
00724F101ADBEADOBE INC$333.1M0.73%749,037CommonSHARED
235851102DHRDANAHER CORPORATION$309.6M0.68%1,348,544CommonSHARED
79466L302CRMSALESFORCE INC$297.1M0.65%888,771CommonSHARED
052769106ADSKAUTODESK INC$295.7M0.65%1,000,289CommonSHARED
143658300CCL1EURCARNIVAL CORP$288.8M0.64%11,588,219CommonSHARED
097023105BABOEING CO$280.1M0.62%1,582,746CommonSHARED
20825C104COPCONOCOPHILLIPS$278.6M0.61%2,809,470CommonSHARED
501044101KRKROGER CO$276.3M0.61%4,517,804CommonSHARED
833445109SNOWSNOWFLAKE INC$267.4M0.59%1,731,440CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$256.2M0.56%1,972,454CommonSHARED
55024U109LITELUMENTUM HLDGS INC$247.9M0.55%2,952,790CommonSHARED
907818108UNPUNION PAC CORP$243.9M0.54%1,069,340CommonSHARED
29364G103ETRENTERGY CORP NEW$243.6M0.54%3,212,608CommonSHARED
69331C108PCGPG&E CORP$241.0M0.53%11,944,119CommonSHARED
464287655IWMISHARES TR$239.7M0.53%1,085,000PUTSHARED
17275R102CSCOCISCO SYS INC$231.5M0.51%3,909,717CommonSHARED
31428X106FDXFEDEX CORP$231.2M0.51%821,736CommonSHARED
81141R100SESEA LTD$229.2M0.51%2,160,495CommonSHARED
64110L106NFLXNETFLIX INC$211.0M0.46%236,722CommonSHARED
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$207.3M0.46%3,084,621CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$200.6M0.44%2,245,799CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$199.5M0.44%5,362,719CommonSHARED
90138F102TWLOTWILIO INC$194.7M0.43%1,801,706CommonSHARED
M87915274TSEMTOWER SEMICONDUCTOR LTD$193.6M0.43%3,758,574CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$190.6M0.42%376,818CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$188.2M0.41%37,878CommonSHARED
26884L109EQTEQT CORP$185.7M0.41%4,027,267CommonSHARED
G4705A100ICLRICON PLC$179.7M0.40%856,700CommonSHARED
71377A103PFGCPERFORMANCE FOOD GROUP CO$178.5M0.39%2,111,242CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$176.8M0.39%338,696CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$176.5M0.39%10,124,548CommonSHARED
679295105OKTAOKTA INC$176.3M0.39%2,236,942CommonSHARED
893641100TDGTRANSDIGM GROUP INC$167.9M0.37%132,526CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$166.8M0.37%1,509,888CommonSHARED
46090E103QQQINVESCO QQQ TR$162.3M0.36%317,400PUTSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$161.9M0.36%1,008,192CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$160.5M0.35%1,357,059CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$160.5M0.35%2,660,101CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$157.7M0.35%1,826,590CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$156.3M0.34%349,355CommonSHARED
122017106BURLBURLINGTON STORES INC$155.7M0.34%546,346CommonSHARED
46438F101IBITISHARES BITCOIN TRUST ETF$151.8M0.33%2,860,969CommonSHARED
18915M107NETCLOUDFLARE INC$151.5M0.33%1,407,054CommonSHARED
070830104BBWIBATH & BODY WORKS INC$150.2M0.33%3,873,396CommonSHARED
19247G107COHRCOHERENT CORP$147.8M0.33%1,560,646CommonSHARED
11135F101AVGOBROADCOM INC$147.6M0.33%636,648CommonSHARED
30034W106EVRGEVERGY INC$143.9M0.32%2,338,687CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$143.5M0.32%309,232CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$143.4M0.32%554,684CommonSHARED
92343E102VRSNVERISIGN INC$143.3M0.32%692,498CommonSHARED
22663K107CRNXCRINETICS PHARMACEUTICALS IN$142.6M0.31%2,788,939CommonSHARED
466313103JBLJABIL INC$139.0M0.31%965,629CommonSHARED
G25508105CRHCRH PLC$138.7M0.31%1,499,041CommonSHARED
011659109ALKALASKA AIR GROUP INC$138.2M0.30%2,134,221CommonSHARED
58733R102MELIMERCADOLIBRE INC$135.5M0.30%79,708CommonSHARED
460146103IPINTERNATIONAL PAPER CO$134.9M0.30%2,506,214CommonSHARED
78464A375SPIBSPDR SER TR$132.8M0.29%4,053,000CommonSHARED
89531P105TREXTREX CO INC$132.3M0.29%1,916,134CommonSHARED
759916109RGENREPLIGEN CORP$132.2M0.29%918,623CommonSHARED
15135B101CNCCENTENE CORP DEL$130.9M0.29%2,160,388CommonSHARED
47215P106JDJD.COM INC$130.5M0.29%3,764,100CommonSHARED
256746108DLTRDOLLAR TREE INC$127.4M0.28%1,699,591CommonSHARED
88579Y101MMM3M CO$126.5M0.28%979,572CommonSHARED
46284V101IRMIRON MTN INC DEL$126.2M0.28%1,200,660CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$125.0M0.28%763,046CommonSHARED
252131107DXCMDEXCOM INC$124.3M0.27%1,598,855CommonSHARED
98389B100XELXCEL ENERGY INC$123.5M0.27%1,829,425CommonSHARED
055622104BPBP PLC$123.0M0.27%4,159,856CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$122.4M0.27%530,648CommonSHARED
00130H105AESAES CORP$121.6M0.27%9,450,401CommonSHARED
443573100HUBSHUBSPOT INC$121.6M0.27%174,475CommonSHARED
G68707101PAGSPAGSEGURO DIGITAL LTD$121.5M0.27%19,401,861CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$119.8M0.26%653,045CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$119.7M0.26%1,110,929CommonSHARED
737446104POSTPOST HLDGS INC$119.6M0.26%1,045,306CommonSHARED
037833100AAPLAPPLE INC$118.6M0.26%473,500CALLSHARED
189054109CLXCLOROX CO DEL$118.0M0.26%726,834CommonSHARED
912008109USFDUS FOODS HLDG CORP$117.8M0.26%1,745,886CommonSHARED
92840M102VSTVISTRA CORP$117.4M0.26%851,711CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$116.3M0.26%1,928,928CommonSHARED
07831C103BRBRBELLRING BRANDS INC$115.9M0.26%1,537,883CommonSHARED
146869102CVNACARVANA CO$114.8M0.25%564,493CommonSHARED
855244109SBUXSTARBUCKS CORP$113.0M0.25%1,238,306CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$112.7M0.25%3,508,537CommonSHARED
G85158106STNESTONECO LTD$111.2M0.25%13,956,554CommonSHARED
95082P105WCCWESCO INTL INC$108.5M0.24%599,511CommonSHARED
690742101OCOWENS CORNING NEW$108.4M0.24%636,396CommonSHARED
G87052109TELTE CONNECTIVITY PLC$104.5M0.23%730,864CommonSHARED
89832Q109TFCTRUIST FINL CORP$102.4M0.23%2,361,416CommonSHARED
91879Q109MTNVAIL RESORTS INC$102.4M0.23%546,423CommonSHARED
42809H107HESHESS CORP$102.3M0.23%769,042CommonSHARED
380237107GDDYGODADDY INC$101.8M0.22%515,609CommonSHARED
87918A105TDOCTELADOC HEALTH INC$101.6M0.22%11,179,863CommonSHARED
876030107TPRTAPESTRY INC$101.4M0.22%1,552,622CommonSHARED
576323109MTZMASTEC INC$100.0M0.22%734,211CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$99.0M0.22%297,186CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$98.9M0.22%1,224,292CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$97.4M0.21%724,908CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$96.0M0.21%1,809,101CommonSHARED
931142103WMTWALMART INC$93.8M0.21%1,038,436CommonSHARED
H01301128ALCALCON AG$92.2M0.20%1,086,101CommonSHARED
04016X101ARGXARGENX SE$91.0M0.20%147,989CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$88.9M0.20%259,423CommonSHARED
05329W102ANAUTONATION INC$88.9M0.20%523,278CommonSHARED
366651107ITGARTNER INC$88.6M0.20%182,789CommonSHARED
45337C102INCYINCYTE CORP$88.3M0.19%1,278,369CommonSHARED
949746101WMT2WELLS FARGO CO NEW$85.4M0.19%1,216,078CommonSHARED
219350105GLWCORNING INC$85.1M0.19%1,790,833CommonSHARED
92826C839VVISA INC$84.8M0.19%268,348CommonSHARED
69349H107TXNMTXNM ENERGY INC$84.1M0.19%1,710,190CommonSHARED
G3265R107APTVAPTIV PLC$83.4M0.18%1,379,160CommonSHARED
70438V106PCTYPAYLOCITY HLDG CORP$83.1M0.18%416,531CommonSHARED
34354P105FLSFLOWSERVE CORP$82.9M0.18%1,440,518CommonSHARED
87612G101TRGPTARGA RES CORP$82.5M0.18%462,058CommonSHARED
G5960L103MDTMEDTRONIC PLC$81.8M0.18%1,023,909CommonSHARED
35137L105FOXAFOX CORP$81.7M0.18%1,682,648CommonSHARED
090572207BIOBIO RAD LABS INC$81.3M0.18%247,510CommonSHARED
82452J109FOURSHIFT4 PMTS INC$80.8M0.18%778,301CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$80.2M0.18%3,756,019CommonSHARED
032095101APHAMPHENOL CORP NEW$79.9M0.18%1,150,490CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$79.8M0.18%1,410,278CommonSHARED
375558103GILDGILEAD SCIENCES INC$79.1M0.17%856,657CommonSHARED
531229748LLYVA*LIBERTY MEDIA CORP DEL$77.5M0.17%1,164,693CommonSHARED
268150109DTDYNATRACE INC$77.5M0.17%1,425,361CommonSHARED
863667101SYKSTRYKER CORPORATION$77.1M0.17%214,244CommonSHARED
20030N101CMCSACOMCAST CORP NEW$76.6M0.17%2,041,705CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$75.6M0.17%599,759CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$74.5M0.16%671,635CommonSHARED
89400J107TRUTRANSUNION$74.3M0.16%801,236CommonSHARED
858119100STLDSTEEL DYNAMICS INC$74.2M0.16%650,041CommonSHARED
127097103CTRACOTERRA ENERGY INC$72.9M0.16%2,855,404CommonSHARED
852234103XYZBLOCK INC$72.3M0.16%850,846CommonSHARED
427866108HSYHERSHEY CO$70.8M0.16%418,300CALLSHARED
090043100BILLBILL HOLDINGS INC$70.5M0.16%832,015CommonSHARED
136375102CNICANADIAN NATL RY CO$70.5M0.16%694,030CommonSHARED
046353108AZNNASTRAZENECA PLC$70.3M0.15%1,073,630CommonSHARED
674215207CHRDCHORD ENERGY CORPORATION$69.7M0.15%595,899CommonSHARED
770323103RHIROBERT HALF INC.$69.4M0.15%985,558CommonSHARED
04351P101ASNDUSDASCENDIS PHARMA A/S$69.3M0.15%503,669CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$69.0M0.15%202,890CommonSHARED
670100205NVONOVO-NORDISK A S$68.8M0.15%800,000PUTSHARED
14040H105COFCAPITAL ONE FINL CORP$68.1M0.15%381,730CommonSHARED
947890109WBSWEBSTER FINL CORP$67.5M0.15%1,222,758CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$67.5M0.15%117,885CommonSHARED
29414B104EPAMEPAM SYS INC$66.7M0.15%285,100CommonSHARED
303075105FDSFACTSET RESH SYS INC$66.4M0.15%138,186CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$66.3M0.15%202,472CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$65.7M0.14%1,359,600PUTSHARED
808513105SCHWSCHWAB CHARLES CORP$65.7M0.14%887,137CommonSHARED
830566105SKAASKECHERS U S A INC$65.6M0.14%975,797CommonSHARED
91332U101UUNITY SOFTWARE INC$65.4M0.14%2,910,474CommonSHARED
760759100RSGREPUBLIC SVCS INC$65.2M0.14%324,094CommonSHARED
69366J200PTCTPTC THERAPEUTICS INC$65.2M0.14%1,443,362CommonSHARED
049468101TEAMATLASSIAN CORPORATION$64.5M0.14%265,112CommonSHARED
088786108BCYCBICYCLE THERAPEUTICS PLC$63.8M0.14%4,554,900CommonSHARED
032654105ADIANALOG DEVICES INC$63.7M0.14%299,694CommonSHARED
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$63.6M0.14%2,515,972CommonSHARED
172967424CCITIGROUP INC$63.4M0.14%900,060CommonSHARED
060505104BACBANK AMERICA CORP$63.2M0.14%1,438,980CommonSHARED
81730H109SSENTINELONE INC$63.1M0.14%2,843,246CommonSHARED
464287655IWMISHARES TR$61.9M0.14%280,000CALLSHARED
695156109PKGPACKAGING CORP AMER$61.2M0.13%271,806CommonSHARED
579780206MKCMCCORMICK & CO INC$60.8M0.13%797,003CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$60.7M0.13%202,852CommonSHARED
74736K101QRVOQORVO INC$60.5M0.13%865,162CommonSHARED
753422104RPDRAPID7 INC$59.8M0.13%1,485,477CommonSHARED
69370C100PTCPTC INC$59.5M0.13%323,633CommonSHARED
36162J106GEOGEO GROUP INC NEW$59.5M0.13%2,124,783CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$59.3M0.13%282,188CommonSHARED
231021106CMICUMMINS INC$58.9M0.13%169,046CommonSHARED
58155Q103MCKMCKESSON CORP$58.6M0.13%102,802CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$58.5M0.13%750,000CommonSHARED
00404A109ACHCACADIA HEALTHCARE COMPANY IN$58.5M0.13%1,474,220CommonSHARED
G037AX101AMBAAMBARELLA INC$58.4M0.13%802,280CommonSHARED
227046109CROXCROCS INC$58.3M0.13%532,280CommonSHARED
464288646IGSBISHARES TR$58.2M0.13%1,125,000CommonSHARED
171484108CHDNCHURCHILL DOWNS INC$57.6M0.13%431,165CommonSHARED
152309100CNTACENTESSA PHARMACEUTICALS PLC$57.4M0.13%3,426,599CommonSHARED
013091103ACIALBERTSONS COS INC$57.0M0.13%2,903,700CommonSHARED
03674X106ARANTERO RESOURCES CORP$56.9M0.13%1,622,061CommonSHARED
337738108FISVFISERV INC$56.8M0.13%276,721CommonSHARED
60937P106MDBMONGODB INC$55.6M0.12%238,711CommonSHARED
G3223R108EGEVEREST GROUP LTD$55.4M0.12%152,712CommonSHARED
142339100CSLCARLISLE COS INC$55.1M0.12%149,397CommonSHARED
037833100AAPLAPPLE INC$54.9M0.12%219,100PUTSHARED
57636Q104MAMASTERCARD INCORPORATED$54.8M0.12%104,100CALLSHARED
16359R103CHECHEMED CORP NEW$54.6M0.12%103,032CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$54.2M0.12%956,626CommonSHARED
30303M102METAMETA PLATFORMS INC$54.0M0.12%92,300CALLSHARED
30303M102METAMETA PLATFORMS INC$53.7M0.12%91,769CommonSHARED
594972408MSTRMICROSTRATEGY INC$53.7M0.12%185,500PUTSHARED
910047109UALUNITED AIRLS HLDGS INC$53.6M0.12%551,933CommonSHARED
810186106SMGSCOTTS MIRACLE-GRO CO$53.5M0.12%805,750CommonSHARED
20717M1038QRCONFLUENT INC$53.3M0.12%1,905,452CommonSHARED
65473P105NINISOURCE INC$53.2M0.12%1,447,335CommonSHARED
37045V100GMGENERAL MTRS CO$53.1M0.12%996,421CommonSHARED
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$52.2M0.12%20,000,000CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$51.6M0.11%856,000CALLSHARED
174610105CFGCITIZENS FINL GROUP INC$51.5M0.11%1,176,549CommonSHARED
558256103MSGEMADISON SQUARE GARDEN ENTMT$51.4M0.11%1,442,640CommonSHARED
192422103CGNXCOGNEX CORP$51.2M0.11%1,427,826CommonSHARED
87422Q109TLNTALEN ENERGY CORP$51.1M0.11%253,592CommonSHARED
55826T102SPHRSPHERE ENTERTAINMENT CO$50.9M0.11%1,262,741CommonSHARED
115236101BROBROWN & BROWN INC$50.4M0.11%493,658CommonSHARED
98401F105XNCRXENCOR INC$50.0M0.11%2,177,081CommonSHARED
099724106BWABORGWARNER INC$49.9M0.11%1,569,861CommonSHARED
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$49.8M0.11%1,182,877CommonSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$49.6M0.11%283,000CommonSHARED
536797103LADLITHIA MTRS INC$49.1M0.11%137,269CommonSHARED
379577208GMEDGLOBUS MED INC$48.9M0.11%591,747CommonSHARED
87807B107TRPTC ENERGY CORP$48.6M0.11%1,042,652CommonSHARED
632307104NTRANATERA INC$48.3M0.11%305,243CommonSHARED
95058W100WENWENDYS CO$48.2M0.11%2,959,439CommonSHARED
36168Q104GFLGFL ENVIRONMENTAL INC$48.2M0.11%1,082,574CommonSHARED
50212V100LPLALPL FINL HLDGS INC$48.0M0.11%147,089CommonSHARED
29415F104NVSTENVISTA HOLDINGS CORPORATION$48.0M0.11%2,489,474CommonSHARED
G5509L101LIVNLIVANOVA PLC$48.0M0.11%1,036,248CommonSHARED
594972408MSTRMICROSTRATEGY INC$47.9M0.11%165,400CALLSHARED
26622P107DOCSDOXIMITY INC$47.9M0.11%896,699CommonSHARED
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$47.7M0.11%23,008,000CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$46.5M0.10%1,302,451CommonSHARED
819047101SHAKSHAKE SHACK INC$46.4M0.10%357,760CommonSHARED
N20944109CNHCNH INDL N V$46.4M0.10%4,093,760CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$45.9M0.10%190,460CommonSHARED
80105N105SNYSANOFI$45.8M0.10%950,649CommonSHARED
75513E101RTXRTX CORPORATION$45.8M0.10%395,993CommonSHARED
37940X102GPNGLOBAL PMTS INC$45.8M0.10%408,817CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$45.8M0.10%38,602CommonSHARED
631103108NDAQNASDAQ INC$45.7M0.10%590,550CommonSHARED
405552100HLNHALEON PLC$45.1M0.10%4,728,497CommonSHARED
478160104JNJJOHNSON & JOHNSON$44.2M0.10%305,726CommonSHARED
445658107JBHTHUNT J B TRANS SVCS INC$44.1M0.10%258,467CommonSHARED
01741R102ATIATI INC$43.9M0.10%797,814CommonSHARED
G39108108GTESGATES INDL CORP PLC$43.7M0.10%2,122,079CommonSHARED
55616P104MMACYS INC$43.6M0.10%2,572,501CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$43.5M0.10%588,206CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$43.3M0.10%563,829CommonSHARED
464288513HYGISHARES TR$43.3M0.10%550,000PUTSHARED
907818108UNPUNION PAC CORP$43.2M0.10%189,400CALLSHARED
717081103PFEPFIZER INC$43.1M0.09%1,622,776CommonSHARED
G4474Y214JHGJANUS HENDERSON GROUP PLC$43.0M0.09%1,010,600CommonSHARED
12514G108CDWCDW CORP$42.6M0.09%244,522CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$42.2M0.09%802,219CommonSHARED
377322102GKOSGLAUKOS CORP$42.0M0.09%280,312CommonSHARED
19240Q201COGTCOGENT BIOSCIENCES INC$41.7M0.09%5,347,302CommonSHARED
G0692U109AXSAXIS CAP HLDGS LTD$41.1M0.09%463,794CommonSHARED
574795100MASIMASIMO CORP$41.1M0.09%248,499CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$40.9M0.09%2,230,815CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$40.9M0.09%212,257CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$40.8M0.09%359,275CommonSHARED
23345M107DTMDT MIDSTREAM INC$40.8M0.09%410,332CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$40.5M0.09%513,449CommonSHARED
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$40.5M0.09%1,267,958CommonSHARED
060505104BACBANK AMERICA CORP$40.3M0.09%917,100CALLSHARED
M98068105WIXWIX COM LTD$40.3M0.09%187,760CommonSHARED
461202103INTUINTUIT$40.2M0.09%63,900CALLSHARED
74006W207PRAXPRAXIS PRECISION MEDICINES I$40.1M0.09%521,273CommonSHARED
78464A714XRTSPDR SER TR$39.8M0.09%500,000CALLSHARED
020002101ALLALLSTATE CORP$39.5M0.09%204,854CommonSHARED
097023105BABOEING CO$39.3M0.09%222,100CALLSHARED
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$39.3M0.09%37,500,000CommonSHARED
267475101DYDYCOM INDS INC$39.0M0.09%224,277CommonSHARED
91347P105OLEDUNIVERSAL DISPLAY CORP$39.0M0.09%266,631CommonSHARED
546347105LPXLOUISIANA PAC CORP$38.9M0.09%375,900CommonSHARED
98980L101ZNGAZOOM COMMUNICATIONS INC$38.9M0.09%476,633CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$38.4M0.08%3,635,258CommonSHARED
61945C103MOSMOSAIC CO NEW$38.4M0.08%1,561,059CommonSHARED
44930G107ICUIICU MED INC$38.1M0.08%245,340CommonSHARED
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$38.0M0.08%422,873CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$37.9M0.08%167,864CommonSHARED
48251W104KKRKKR & CO INC$37.8M0.08%255,521CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$37.7M0.08%446,186CommonSHARED
87162W100SNXTD SYNNEX CORPORATION$37.7M0.08%321,488CommonSHARED
358039105FRPTFRESHPET INC$37.6M0.08%253,598CommonSHARED
115637209BF/BBROWN FORMAN CORP$37.2M0.08%979,745CommonSHARED
009066101ABNBAIRBNB INC$37.1M0.08%282,222CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$37.0M0.08%95,772CommonSHARED
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$37.0M0.08%33,500,000CommonSHARED
86881A100SGRYSURGERY PARTNERS INC$37.0M0.08%1,746,554CommonSHARED
33829M101FIVEFIVE BELOW INC$36.8M0.08%350,576CommonSHARED
857477103STTSTATE STR CORP$36.7M0.08%373,621CommonSHARED
878742204TECKTECK RESOURCES LTD$36.6M0.08%903,820CommonSHARED
184496107CLHCLEAN HARBORS INC$36.2M0.08%157,218CommonSHARED
N00985106AERAERCAP HOLDINGS NV$36.1M0.08%377,214CommonSHARED
87043Q108SGSWEETGREEN INC$36.0M0.08%1,122,960CommonSHARED
338307101FIVNFIVE9 INC$35.9M0.08%882,785CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$35.8M0.08%68,000PUTSHARED
G491BT108IVZINVESCO LTD$35.7M0.08%2,041,010CommonSHARED
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$35.5M0.08%29,650,000CommonSHARED
53190C102LTHLIFE TIME GROUP HOLDINGS INC$35.4M0.08%1,602,100CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$35.4M0.08%862,306CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$35.0M0.08%150,448CommonSHARED
577081102MATMATTEL INC$34.9M0.08%1,968,201CommonSHARED
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$34.7M0.08%31,500,000CommonSHARED
254687106DISDISNEY WALT CO$34.7M0.08%311,300CALLSHARED
G1110E107BHVNBIOHAVEN LTD$34.5M0.08%922,965CommonSHARED
231561101CWCURTISS WRIGHT CORP$34.4M0.08%96,847CommonSHARED
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$34.2M0.08%32,565,000CommonSHARED
02079K305GOOGLALPHABET INC$34.2M0.08%180,900CALLSHARED
775711104ROLROLLINS INC$34.1M0.08%735,133CommonSHARED
55826T102SPHRSPHERE ENTERTAINMENT CO$33.9M0.07%840,000CALLSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$33.6M0.07%98,100CALLSHARED
55306N104MKSIMKS INSTRS INC$33.6M0.07%321,542CommonSHARED
47103J105JANXJANUX THERAPEUTICS INC$33.3M0.07%621,383CommonSHARED
343412102FLRFLUOR CORP NEW$33.1M0.07%671,361CommonSHARED
925050106VRNAVERONA PHARMA PLC$33.0M0.07%711,007CommonSHARED
969457100WMBWILLIAMS COS INC$32.9M0.07%607,905CommonSHARED
98139A105WKWORKIVA INC$32.9M0.07%300,116CommonSHARED
81619Q105SEMSELECT MED HLDGS CORP$32.9M0.07%1,743,085CommonSHARED
15189T107CNPCENTERPOINT ENERGY INC$32.8M0.07%1,033,089CommonSHARED
30063P105EXKEXACT SCIENCES CORP$32.8M0.07%583,000CALLSHARED
444859102HUMHUMANA INC$32.6M0.07%128,400CALLSHARED
962166104WYWEYERHAEUSER CO MTN BE$32.4M0.07%1,152,534CommonSHARED
G7S00T104PNRPENTAIR PLC$32.4M0.07%321,620CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$31.9M0.07%372,700CALLSHARED
971378104WSCWILLSCOT HLDGS CORP$31.9M0.07%952,468CommonSHARED
336433107FSLRFIRST SOLAR INC$31.7M0.07%179,956CommonSHARED
G0750C108AXTAAXALTA COATING SYS LTD$31.5M0.07%921,482CommonSHARED
G0250X107AMCRAMCOR PLC$31.5M0.07%3,345,944CommonSHARED
N90064101QUREUNIQURE NV$31.3M0.07%1,771,352CommonSHARED
40171V100GWREGUIDEWIRE SOFTWARE INC$31.2M0.07%185,304CommonSHARED
43289P106HIMXHIMAX TECHNOLOGIES INC$31.2M0.07%3,874,811CommonSHARED
855244109SBUXSTARBUCKS CORP$31.1M0.07%340,500CALLSHARED
453204109PIIMPINJ INC$30.7M0.07%211,324CommonSHARED
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$30.6M0.07%5,537,579CommonSHARED
315616102FFIVF5 INC$30.5M0.07%121,105CommonSHARED
607828100MODMODINE MFG CO$30.2M0.07%260,432CommonSHARED
22160N109CSGPCOSTAR GROUP INC$29.9M0.07%417,487CommonSHARED
018802108LNTALLIANT ENERGY CORP$29.8M0.07%504,451CommonSHARED
03969F109RCUSARCUS BIOSCIENCES INC$29.7M0.07%1,996,279CommonSHARED
670837103OGEOGE ENERGY CORP$29.2M0.06%708,981CommonSHARED
651639106NEMNEWMONT CORP$29.2M0.06%785,467CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$29.2M0.06%729,600CALLSHARED
03589W102ANNXANNEXON INC$28.9M0.06%5,626,796CommonSHARED
775109200RCIROGERS COMMUNICATIONS INC$28.8M0.06%937,328CommonSHARED
604749AB7MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC$28.8M0.06%18,914,000CommonSHARED
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$28.7M0.06%20,000,000CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$28.6M0.06%83,500CALLSHARED
45784PAK7PODD 0.375 09/01/26INSULET CORP$28.5M0.06%22,500,000CommonSHARED
018581108BFHBREAD FINANCIAL HOLDINGS INC$28.2M0.06%462,307CommonSHARED
25746U109DDOMINION ENERGY INC$28.2M0.06%522,660CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$28.1M0.06%569,000CALLSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$27.9M0.06%112,773CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$27.8M0.06%327,700CALLSHARED
816850101SMTCSEMTECH CORP$27.5M0.06%445,017CommonSHARED
03980N107ARDTARDENT HEALTH PARTNERS INC$27.5M0.06%1,609,720CommonSHARED
30231G102XOMEXXON MOBIL CORP$27.3M0.06%254,000PUTSHARED
917047102URBNURBAN OUTFITTERS INC$27.3M0.06%497,659CommonSHARED
217204106CPRTCOPART INC$27.3M0.06%475,440CommonSHARED
922475108VEEVVEEVA SYS INC$27.2M0.06%129,305CommonSHARED
670346105NUENUCOR CORP$27.1M0.06%231,927CommonSHARED
69318G106PBFPBF ENERGY INC$27.0M0.06%1,018,739CommonSHARED
889478103TOLTOLL BROTHERS INC$27.0M0.06%214,259CommonSHARED
74164F103PRIMPRIMORIS SVCS CORP$26.9M0.06%352,058CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$26.9M0.06%125,812CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$26.9M0.06%155,132CommonSHARED
40131M109GHGUARDANT HEALTH INC$26.7M0.06%873,082CommonSHARED
816300107SIGISELECTIVE INS GROUP INC$26.6M0.06%284,669CommonSHARED
09260D107BXBLACKSTONE INC$26.5M0.06%153,600CALLSHARED
126650100CVSCVS HEALTH CORP$26.3M0.06%585,400CALLSHARED
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$26.1M0.06%7,298,195CommonSHARED
688239201OSKOSHKOSH CORP$26.0M0.06%273,149CommonSHARED
097023204BA 6 10/15/27BOEING CO$25.8M0.06%423,800CommonSHARED
37045V100GMGENERAL MTRS CO$25.8M0.06%483,400CALLSHARED
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$25.6M0.06%201,773CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$25.6M0.06%301,400PUTSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$25.5M0.06%85,000CommonSHARED
163072AA9CAKE 0.375 06/15/26CHEESECAKE FACTORY INC$25.5M0.06%25,792,000CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$25.5M0.06%72,368CommonSHARED
81141RAF7SEALTD 2.375 12/01/25SEA LTD$25.4M0.06%20,000,000CommonSHARED
87164F105SNDXSYNDAX PHARMACEUTICALS INC$25.3M0.06%1,915,736CommonSHARED
218352102CORTCORCEPT THERAPEUTICS INC$25.2M0.06%500,000PUTSHARED
92276F100VTRVENTAS INC$25.1M0.06%426,278CommonSHARED
67576A100OCULOCULAR THERAPEUTIX INC$25.1M0.06%2,935,924CommonSHARED
00973Y108AKROAKERO THERAPEUTICS INC$25.0M0.06%899,680CommonSHARED
929740108WABWABTEC$25.0M0.06%131,700CommonSHARED
34379V103FLNCFLUENCE ENERGY INC$24.9M0.05%1,570,550CommonSHARED
926400102VSCOVICTORIAS SECRET AND CO$24.9M0.05%602,132CommonSHARED
125523100CITHE CIGNA GROUP$24.9M0.05%90,000PUTSHARED
57776J100MXLMAXLINEAR INC$24.8M0.05%1,256,300CommonSHARED
98980GAB8ZS 0.125 07/01/25ZSCALER INC$24.8M0.05%20,000,000CommonSHARED
53626M104LIONSGATE STUDIOS CORP$24.6M0.05%3,232,547CommonSHARED
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$24.4M0.05%1,753,522CommonSHARED
65249B109NWSANEWS CORP NEW$23.7M0.05%862,245CommonSHARED
88339J105TTDTHE TRADE DESK INC$23.7M0.05%201,800CALLSHARED
91529Y106UNMUNUM GROUP$23.6M0.05%322,771CommonSHARED
780259305SHELSHELL PLC$23.5M0.05%374,843CommonSHARED
15135U109CVECENOVUS ENERGY INC$23.3M0.05%1,537,815CommonSHARED
345370860FFORD MTR CO$23.3M0.05%2,352,600CALLSHARED
023135106AMZNAMAZON COM INC$23.3M0.05%106,000CALLSHARED
25179M103DVNDEVON ENERGY CORP NEW$23.2M0.05%710,326CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$23.2M0.05%18,945CommonSHARED
45337C102INCYINCYTE CORP$23.1M0.05%334,500CALLSHARED
05605H100BWXTBWX TECHNOLOGIES INC$23.1M0.05%207,305CommonSHARED
76131D103QSRRESTAURANT BRANDS INTL INC$22.9M0.05%352,067CommonSHARED
349553107FTSFORTIS INC$22.9M0.05%551,058CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$22.9M0.05%266,800PUTSHARED
576485205MTDRMATADOR RES CO$22.8M0.05%406,049CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$22.7M0.05%469,800CALLSHARED
630402105NSSCNAPCO SEC TECHNOLOGIES INC$22.7M0.05%638,173CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$22.7M0.05%103,006CommonSHARED
52635N103LENZLENZ THERAPEUTICS INC$22.6M0.05%783,921CommonSHARED
833445109SNOWSNOWFLAKE INC$22.5M0.05%145,600CALLSHARED
89346D107TACTRANSALTA CORP$22.4M0.05%1,586,911CommonSHARED
85208M102SFMSPROUTS FMRS MKT INC$22.4M0.05%175,987CommonSHARED
25809K105DASHDOORDASH INC$22.2M0.05%132,119CommonSHARED
501242101KLICKULICKE & SOFFA INDS INC$22.1M0.05%474,360CommonSHARED
191216100KOCOCA COLA CO$22.0M0.05%353,400CALLSHARED
26818M108DYNDYNE THERAPEUTICS INC$21.8M0.05%924,681CommonSHARED
05368V106AVNTAVIENT CORPORATION$21.8M0.05%532,610CommonSHARED
171779309CIENCIENA CORP$21.6M0.05%254,810CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$21.5M0.05%23,500CALLSHARED
19260Q107COINCOINBASE GLOBAL INC$21.5M0.05%86,500CALLSHARED
68062P106OLMAOLEMA PHARMACEUTICALS INC$21.4M0.05%3,670,826CommonSHARED
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$21.0M0.05%251,823CommonSHARED
04271T100ARRYARRAY TECHNOLOGIES INC$20.9M0.05%3,466,947CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$20.9M0.05%40,100PUTSHARED
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$20.9M0.05%15,000,000CommonSHARED
441593100HLIHOULIHAN LOKEY INC$20.9M0.05%120,369CommonSHARED
093712107BEBLOOM ENERGY CORP$20.9M0.05%939,724CommonSHARED
056752108BIDUBAIDU INC$20.9M0.05%247,500CALLSHARED
21874C102CNMCORE & MAIN INC$20.8M0.05%408,587CommonSHARED
88339J105TTDTHE TRADE DESK INC$20.7M0.05%176,500PUTSHARED
92337F107VCYTVERACYTE INC$20.7M0.05%523,162CommonSHARED
237266101DARDARLING INGREDIENTS INC$20.6M0.05%611,348CommonSHARED
493267108KEYKEYCORP$20.6M0.05%1,201,570CommonSHARED
92243G108PCVXVAXCYTE INC$20.6M0.05%251,055CommonSHARED
756109104OREALTY INCOME CORP$20.5M0.05%384,477CommonSHARED
49456W105KLCKINDERCARE LEARNING COMPANIE$20.5M0.05%1,153,261CommonSHARED
045487105ASBASSOCIATED BANC CORP$20.4M0.04%852,400CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$20.3M0.04%39,097CommonSHARED
03743Q108APAAPA CORPORATION$20.3M0.04%880,112CommonSHARED
833445109SNOWSNOWFLAKE INC$20.3M0.04%131,400PUTSHARED
695127100PCRXPACIRA BIOSCIENCES INC$20.3M0.04%1,075,673CommonSHARED
749685103RPMRPM INTL INC$20.2M0.04%163,878CommonSHARED
81762P102NOWSERVICENOW INC$20.1M0.04%19,000CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$20.1M0.04%38,500CALLSHARED
01625V104ALHCALIGNMENT HEALTHCARE INC$20.1M0.04%1,785,480CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$20.1M0.04%255,200CALLSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$20.0M0.04%121,200CALLSHARED
G54950103LINLINDE PLC$20.0M0.04%47,800CALLSHARED
902788108UMBFUMB FINL CORP$19.9M0.04%176,627CommonSHARED
464287432TLTISHARES TR$19.9M0.04%227,500PUTSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$19.8M0.04%2,125,438CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$19.8M0.04%85,000PUTSHARED
03524A108BUDANHEUSER BUSCH INBEV SA/NV$19.7M0.04%394,267CommonSHARED
20825C104COPCONOCOPHILLIPS$19.7M0.04%199,000CALLSHARED
77313F106RCKTROCKET PHARMACEUTICALS INC$19.7M0.04%1,569,823CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$19.7M0.04%300,000CALLSHARED
02376R102AALAMERICAN AIRLS GROUP INC$19.7M0.04%1,131,200CALLSHARED
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$19.7M0.04%15,000,000CommonSHARED
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$19.5M0.04%399,500CommonSHARED
81369Y407XLYSELECT SECTOR SPDR TR$19.4M0.04%86,500CALLSHARED
398433102GFFGRIFFON CORP$19.4M0.04%272,065CommonSHARED
126650100CVSCVS HEALTH CORP$19.4M0.04%431,710CommonSHARED
244199105DEDEERE & CO$19.2M0.04%45,400CALLSHARED
444859102HUMHUMANA INC$19.0M0.04%74,852CommonSHARED
733174700BPOPPOPULAR INC$18.9M0.04%201,331CommonSHARED
98954M200ZZILLOW GROUP INC$18.9M0.04%255,451CommonSHARED
98980F104GTMZOOMINFO TECHNOLOGIES INC$18.9M0.04%1,799,665CommonSHARED
90337L108USPHU S PHYSICAL THERAPY$18.9M0.04%212,900CommonSHARED
81762P102NOWSERVICENOW INC$18.9M0.04%17,800PUTSHARED
594918104MSFTMICROSOFT CORP$18.8M0.04%44,700CALLSHARED
500946108KRROKORRO BIO INC$18.8M0.04%493,997CommonSHARED
680223104ORIOLD REP INTL CORP$18.7M0.04%516,053CommonSHARED
002824100ABTABBOTT LABS$18.7M0.04%165,000PUTSHARED
806857108SLBSCHLUMBERGER LTD$18.6M0.04%484,800CALLSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$18.6M0.04%328,600CALLSHARED
513272104LWLAMB WESTON HLDGS INC$18.4M0.04%275,000CALLSHARED
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$18.4M0.04%17,500,000CommonSHARED
248356107DNNDENISON MINES CORP$18.3M0.04%10,165,800CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$18.3M0.04%232,200PUTSHARED
717081103PFEPFIZER INC$18.2M0.04%687,600CALLSHARED
39874R101GOGROCERY OUTLET HLDG CORP$18.1M0.04%1,162,468CommonSHARED
767292105RIOTRIOT PLATFORMS INC$18.1M0.04%1,768,890CommonSHARED
03076K108ABCBAMERIS BANCORP$18.0M0.04%288,300CommonSHARED
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$18.0M0.04%19,360,000CommonSHARED
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$17.9M0.04%1,316,850CommonSHARED
875372203TNDMTANDEM DIABETES CARE INC$17.8M0.04%495,311CommonSHARED
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$17.8M0.04%1,069,387CommonSHARED
03831W108APPAPPLOVIN CORP$17.8M0.04%55,000CALLSHARED
88160R101TSLATESLA INC$17.8M0.04%44,100CALLSHARED
002120202ATYRATYR PHARMA INC$17.7M0.04%4,883,197CommonSHARED
N07059210ASMLASML HOLDING N V$17.7M0.04%25,500CALLSHARED
05368X102AVDXAVIDXCHANGE HOLDINGS INC$17.6M0.04%1,700,334CommonSHARED
02215L209KNTKKINETIK HOLDINGS INC$17.5M0.04%309,037CommonSHARED
45778Q107NSPINSPERITY INC$17.5M0.04%226,050CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$17.5M0.04%266,436CommonSHARED
35909D109FYBRFRONTIER COMMUNICATIONS PARE$17.4M0.04%500,000CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.