InvestInfoAI
Point72

Q2 2025 · 13F-HR

Point72holdings as filed

Filed 2025-08-14 · accession 0000902664-25-003670

$50.94B
Reported value
2,123
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Point72 · Q2 2025

AI · grounded in 13F

Point72 established a new position in SPY valued at $2.5B. The fund also initiated new stakes in MSFT for $1.29B and NVDA for $1.19B. Additional new positions include AMZN at $1.12B and ANET at $934M. Total assets under management stand at $50.9B across 1,551 positions.

Holdings as filed

First 500 of 2123

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$1.32B2.59%2,137,300PUTSHARED
594918104MSFTMICROSOFT CORP$1.21B2.38%2,437,022CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$1.17B2.29%1,890,400CALLSHARED
023135106AMZNAMAZON COM INC$1.05B2.06%4,787,438CommonSHARED
67066G104NVDANVIDIA CORPORATION$1.01B1.99%6,421,284CommonSHARED
040413205ANETARISTA NETWORKS INC$709.1M1.39%6,930,633CommonSHARED
833445109SNOWSNOWFLAKE INC$599.3M1.18%2,678,050CommonSHARED
09062X103BIIBBIOGEN INC$481.2M0.94%3,831,727CommonSHARED
81141R100SESEA LTD$433.2M0.85%2,708,643CommonSHARED
60937P106MDBMONGODB INC$406.6M0.80%1,936,082CommonSHARED
235851102DHRDANAHER CORPORATION$392.0M0.77%1,984,223CommonSHARED
20717M1038QRCONFLUENT INC$388.3M0.76%15,576,947CommonSHARED
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$380.0M0.75%4,104,294CommonSHARED
254687106DISDISNEY WALT CO$378.8M0.74%3,054,240CommonSHARED
852234103XYZBLOCK INC$377.1M0.74%5,550,610CommonSHARED
19247G107COHRCOHERENT CORP$360.1M0.71%4,037,016CommonSHARED
17275R102CSCOCISCO SYS INC$329.5M0.65%4,749,319CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$320.6M0.63%1,415,449CommonSHARED
053332102AZOAUTOZONE INC$281.0M0.55%75,692CommonSHARED
097023105BABOEING CO$275.5M0.54%1,314,612CommonSHARED
M87915274TSEMTOWER SEMICONDUCTOR LTD$273.8M0.54%6,316,019CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$264.3M0.52%2,460,663CommonSHARED
580135101MCDMCDONALDS CORP$262.2M0.51%897,266CommonSHARED
00206R102TAT&T INC$244.5M0.48%8,448,408CommonSHARED
191216100KOCOCA COLA CO$243.9M0.48%3,446,816CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$242.5M0.48%1,097,380CommonSHARED
759916109RGENREPLIGEN CORP$238.0M0.47%1,913,190CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$237.7M0.47%3,039,381CommonSHARED
461202103INTUINTUIT$235.5M0.46%298,992CommonSHARED
69331C108PCGPG&E CORP$227.8M0.45%16,339,439CommonSHARED
71377A103PFGCPERFORMANCE FOOD GROUP CO$227.2M0.45%2,597,593CommonSHARED
040413205ANETARISTA NETWORKS INC$224.9M0.44%2,198,600CALLSHARED
14040H105COFCAPITAL ONE FINL CORP$224.4M0.44%1,054,593CommonSHARED
171779309CIENCIENA CORP$224.0M0.44%2,754,675CommonSHARED
78409V104SPGIS&P GLOBAL INC$221.1M0.43%419,251CommonSHARED
143658300CCL1EURCARNIVAL CORP$218.1M0.43%7,755,453CommonSHARED
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$214.3M0.42%118,955,000CommonSHARED
72352L106PINSPINTEREST INC$208.5M0.41%5,814,261CommonSHARED
060505104BACBANK AMERICA CORP$195.3M0.38%4,127,620CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$189.9M0.37%1,337,930CommonSHARED
47030M106JAMES HARDIE INDS PLC$185.4M0.36%6,896,344CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$184.0M0.36%596,662CommonSHARED
23804L103DDOGDATADOG INC$182.2M0.36%1,356,537CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$180.8M0.35%332,650CommonSHARED
219350105GLWCORNING INC$177.5M0.35%3,375,876CommonSHARED
16679L109CHWYCHEWY INC$176.7M0.35%4,146,960CommonSHARED
032654105ADIANALOG DEVICES INC$176.1M0.35%740,041CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$175.8M0.35%1,926,506CommonSHARED
N14506104ESTCELASTIC N V$169.6M0.33%2,011,148CommonSHARED
907818108UNPUNION PAC CORP$168.4M0.33%731,770CommonSHARED
070830104BBWIBATH & BODY WORKS INC$168.1M0.33%5,610,716CommonSHARED
69047Q102OVVOVINTIV INC$168.0M0.33%4,416,538CommonSHARED
67066G104NVDANVIDIA CORPORATION$167.2M0.33%1,058,100CALLSHARED
268150109DTDYNATRACE INC$165.7M0.33%3,000,374CommonSHARED
G3323L100FNFABRINET$160.5M0.31%544,500CommonSHARED
G93A5A101VIKVIKING HOLDINGS LTD$159.6M0.31%2,994,914CommonSHARED
G85158106STNESTONECO LTD$156.7M0.31%9,769,101CommonSHARED
448579102HHYATT HOTELS CORP$154.8M0.30%1,108,298CommonSHARED
30303M102METAMETA PLATFORMS INC$153.5M0.30%207,905CommonSHARED
576323109MTZMASTEC INC$152.6M0.30%895,505CommonSHARED
11135F101AVGOBROADCOM INC$152.0M0.30%551,500CommonSHARED
550021109LULULULULEMON ATHLETICA INC$151.3M0.30%636,721CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$150.6M0.30%371,340CommonSHARED
20030N101CMCSACOMCAST CORP NEW$149.5M0.29%4,188,353CommonSHARED
778296103ROSTROSS STORES INC$149.0M0.29%1,168,262CommonSHARED
92343E102VRSNVERISIGN INC$148.8M0.29%515,159CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$147.4M0.29%1,028,671CommonSHARED
532457108LLYELI LILLY & CO$146.9M0.29%188,510CommonSHARED
00973Y108AKROAKERO THERAPEUTICS INC$144.7M0.28%2,710,929CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$144.6M0.28%3,860,719CommonSHARED
969457100WMBWILLIAMS COS INC$144.2M0.28%2,296,602CommonSHARED
87612G101TRGPTARGA RES CORP$144.2M0.28%828,198CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$143.1M0.28%1,157,489CommonSHARED
26884L109EQTEQT CORP$140.4M0.28%2,407,320CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$137.8M0.27%954,720CommonSHARED
78464A375SPIBSPDR SERIES TRUST$136.1M0.27%4,053,000CommonSHARED
90384S303ULTAULTA BEAUTY INC$135.3M0.27%289,245CommonSHARED
20825C104COPCONOCOPHILLIPS$134.1M0.26%1,494,734CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$134.0M0.26%1,829,533CommonSHARED
29364G103ETRENTERGY CORP NEW$133.4M0.26%1,605,238CommonSHARED
438516106HONHONEYWELL INTL INC$132.1M0.26%567,238CommonSHARED
22266T109CPNGCOUPANG INC$128.8M0.25%4,297,660CommonSHARED
92939UAP1WEC 4.375 06/01/27WEC ENERGY GROUP INC$128.6M0.25%114,125,000CommonSHARED
464288646IGSBISHARES TR$128.3M0.25%2,432,000CommonSHARED
032095101APHAMPHENOL CORP NEW$127.8M0.25%1,293,931CommonSHARED
G3265R107APTVAPTIV PLC$126.2M0.25%1,849,966CommonSHARED
03073E105CORCENCORA INC$125.2M0.25%417,422CommonSHARED
M6191J100FROGJFROG LTD$120.7M0.24%2,751,366CommonSHARED
742718109PGPROCTER AND GAMBLE CO$120.5M0.24%756,083CommonSHARED
574599106MASMASCO CORP$120.3M0.24%1,869,795CommonSHARED
G68707101PAGSPAGSEGURO DIGITAL LTD$119.2M0.23%12,369,411CommonSHARED
053774105CARAVIS BUDGET GROUP$118.3M0.23%700,000PUTSHARED
046353108AZNNASTRAZENECA PLC$117.8M0.23%1,685,551CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$117.0M0.23%3,537,848CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$116.6M0.23%227,558CommonSHARED
88160R101TSLATESLA INC$116.5M0.23%366,700PUTSHARED
31428X106FDXFEDEX CORP$116.2M0.23%510,981CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$116.1M0.23%691,261CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$115.4M0.23%978,236CommonSHARED
30034WAD8EVRG 4.5 12/15/27EVERGY INC$112.3M0.22%96,000,000CommonSHARED
N3167Y103RACEFERRARI N V$112.2M0.22%228,562CommonSHARED
68389X105ORCLORACLE CORP$111.6M0.22%510,532CommonSHARED
256746108DLTRDOLLAR TREE INC$110.5M0.22%1,115,549CommonSHARED
842587107SOSOUTHERN CO$110.0M0.22%1,197,502CommonSHARED
61945C103MOSMOSAIC CO NEW$109.3M0.21%2,996,492CommonSHARED
92939U106WECWEC ENERGY GROUP INC$109.2M0.21%1,047,964CommonSHARED
82452J109FOURSHIFT4 PMTS INC$109.2M0.21%1,101,548CommonSHARED
876030107TPRTAPESTRY INC$107.7M0.21%1,226,260CommonSHARED
15189T107CNPCENTERPOINT ENERGY INC$107.6M0.21%2,928,561CommonSHARED
654902204NOKNOKIA CORP$107.2M0.21%20,686,200CommonSHARED
681919106OMCOMNICOM GROUP INC$107.1M0.21%1,489,128CommonSHARED
444859102HUMHUMANA INC$106.8M0.21%436,798CommonSHARED
45166A102IDYAIDEAYA BIOSCIENCES INC$105.7M0.21%5,028,279CommonSHARED
46284V101IRMIRON MTN INC DEL$104.0M0.20%1,014,379CommonSHARED
87422Q109TLNTALEN ENERGY CORP$103.1M0.20%354,602CommonSHARED
629377508NRGNRG ENERGY INC$102.9M0.20%640,725CommonSHARED
148929102CAVACAVA GROUP INC$102.6M0.20%1,217,927CommonSHARED
G8473T100STESTERIS PLC$101.7M0.20%423,327CommonSHARED
816851109SRESEMPRA$99.6M0.20%1,314,191CommonSHARED
090043100BILLBILL HOLDINGS INC$97.7M0.19%2,112,103CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$97.5M0.19%316,532CommonSHARED
90138F102TWLOTWILIO INC$97.0M0.19%779,881CommonSHARED
146869102CVNACARVANA CO$96.6M0.19%286,822CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$96.5M0.19%309,363CommonSHARED
009066101ABNBAIRBNB INC$96.5M0.19%728,910CommonSHARED
829933100SIRISIRIUSXM HOLDINGS INC$96.4M0.19%4,195,286CommonSHARED
91332U101UUNITY SOFTWARE INC$95.9M0.19%3,963,125CommonSHARED
150870103CECELANESE CORP DEL$95.6M0.19%1,727,919CommonSHARED
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$94.5M0.19%89,307,000CommonSHARED
36467W109GMEGAMESTOP CORP NEW$93.9M0.18%3,850,300PUTSHARED
H11356104BGBUNGE GLOBAL SA$92.6M0.18%1,153,385CommonSHARED
G0260P102ASAMER SPORTS INC$91.5M0.18%2,361,582CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$91.1M0.18%662,994CommonSHARED
66987V109NVSNOVARTIS AG$90.4M0.18%746,706CommonSHARED
418056107HASHASBRO INC$90.0M0.18%1,219,353CommonSHARED
247361702DALDELTA AIR LINES INC DEL$89.3M0.18%1,816,288CommonSHARED
478160104JNJJOHNSON & JOHNSON$89.2M0.18%583,763CommonSHARED
023608102AEEAMEREN CORP$88.7M0.17%923,465CommonSHARED
95058W100WENWENDYS CO$87.9M0.17%7,699,043CommonSHARED
85208M102SFMSPROUTS FMRS MKT INC$87.4M0.17%530,827CommonSHARED
86771W105RUNSUNRUN INC$87.2M0.17%10,663,538CommonSHARED
380237107GDDYGODADDY INC$86.7M0.17%481,298CommonSHARED
02079K305GOOGLALPHABET INC$86.6M0.17%491,559CommonSHARED
122017106BURLBURLINGTON STORES INC$85.0M0.17%365,382CommonSHARED
02005N100ALLYALLY FINL INC$84.9M0.17%2,180,411CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$83.2M0.16%1,881,937CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$82.8M0.16%1,118,529CommonSHARED
670100205NVONOVO-NORDISK A S$82.0M0.16%1,188,100CALLSHARED
74736K101QRVOQORVO INC$81.9M0.16%964,044CommonSHARED
037833100AAPLAPPLE INC$80.8M0.16%393,700PUTSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$80.2M0.16%1,557,833CommonSHARED
82706C108SIMOSILICON MOTION TECHNOLOGY CO$80.0M0.16%1,064,402CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$79.9M0.16%563,000CALLSHARED
31620M106FISFIDELITY NATL INFORMATION SV$79.8M0.16%980,588CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$79.4M0.16%2,158,389CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$79.2M0.16%1,616,297CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$79.1M0.16%254,000CommonSHARED
052769106ADSKAUTODESK INC$78.8M0.15%254,604CommonSHARED
337738108FISVFISERV INC$78.6M0.15%455,811CommonSHARED
75513E101RTXRTX CORPORATION$78.1M0.15%534,826CommonSHARED
G4705A100ICLRICON PLC$77.9M0.15%535,792CommonSHARED
46438F101IBITISHARES BITCOIN TRUST ETF$75.4M0.15%1,232,340CommonSHARED
55024U109LITELUMENTUM HLDGS INC$75.3M0.15%791,708CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$75.1M0.15%143,108CommonSHARED
031162100AMGNAMGEN INC$74.5M0.15%266,800PUTSHARED
171757206CDTXCIDARA THERAPEUTICS INC$74.4M0.15%1,527,930CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$74.4M0.15%339,953CommonSHARED
377322102GKOSGLAUKOS CORP$74.3M0.15%719,262CommonSHARED
109641100EATBRINKER INTL INC$74.3M0.15%411,781CommonSHARED
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$74.2M0.15%68,432,000CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$73.9M0.15%700,053CommonSHARED
34354P105FLSFLOWSERVE CORP$73.9M0.15%1,411,919CommonSHARED
558256103MSGEMADISON SQUARE GARDEN ENTMT$73.8M0.14%1,847,478CommonSHARED
737446AT1POST 2.5 08/15/27POST HLDGS INC$73.2M0.14%64,000,000CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$72.7M0.14%129,358CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$72.7M0.14%1,059,673CommonSHARED
013872106AAALCOA CORP$72.1M0.14%2,443,856CommonSHARED
21874C102CNMCORE & MAIN INC$71.1M0.14%1,178,841CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$70.9M0.14%276,853CommonSHARED
60741F104MBLYMOBILEYE GLOBAL INC$70.5M0.14%3,918,654CommonSHARED
816850101SMTCSEMTECH CORP$70.3M0.14%1,557,862CommonSHARED
M98068105WIXWIX COM LTD$70.1M0.14%442,070CommonSHARED
579780206MKCMCCORMICK & CO INC$70.0M0.14%923,808CommonSHARED
29414B104EPAMEPAM SYS INC$69.9M0.14%395,559CommonSHARED
254687106DISDISNEY WALT CO$69.7M0.14%562,400CALLSHARED
902681AB1UGI 5 06/01/28UGI CORP NEW$69.7M0.14%50,350,000CommonSHARED
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$69.6M0.14%70,000,000CommonSHARED
594972AJ0MSTR 0.625 03/15/30MICROSTRATEGY INC$69.6M0.14%25,000,000CommonSHARED
G87052109TELTE CONNECTIVITY PLC$68.8M0.13%407,683CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$68.4M0.13%3,172,511CommonSHARED
946784105WAYWAYSTAR HLDG CORP$68.4M0.13%1,674,171CommonSHARED
87918A105TDOCTELADOC HEALTH INC$68.3M0.13%7,839,754CommonSHARED
77543R102ROKUROKU INC$68.2M0.13%775,862CommonSHARED
071813109BAXBAXTER INTL INC$68.2M0.13%2,251,492CommonSHARED
01741R102ATIATI INC$67.9M0.13%786,259CommonSHARED
207410AH4CNMD 2.25 06/15/27CONMED CORP$67.2M0.13%70,760,000CommonSHARED
45337C102INCYINCYTE CORP$67.1M0.13%985,083CommonSHARED
30034W106EVRGEVERGY INC$66.6M0.13%966,257CommonSHARED
594972AN1MSTR 2.25 06/15/32MICROSTRATEGY INC$66.5M0.13%31,000,000CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$66.5M0.13%638,500CommonSHARED
364760108GAPGAP INC$66.4M0.13%3,043,246CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$65.7M0.13%201,396CommonSHARED
58733R102MELIMERCADOLIBRE INC$64.0M0.13%24,500PUTSHARED
60855R100MOHMOLINA HEALTHCARE INC$63.3M0.12%212,391CommonSHARED
023135106AMZNAMAZON COM INC$63.0M0.12%287,300CALLSHARED
65290E101NXTNEXTRACKER INC$62.6M0.12%1,151,644CommonSHARED
89832Q109TFCTRUIST FINL CORP$62.2M0.12%1,447,203CommonSHARED
931142103WMTWALMART INC$61.4M0.12%628,043CommonSHARED
006739106ADUSADDUS HOMECARE CORP$61.4M0.12%533,003CommonSHARED
29415F104NVSTENVISTA HOLDINGS CORPORATION$60.1M0.12%3,078,274CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$59.9M0.12%1,221,300PUTSHARED
00724F101ADBEADOBE INC$59.5M0.12%153,923CommonSHARED
458140100INTCINTEL CORP$59.4M0.12%2,650,820CommonSHARED
594918104MSFTMICROSOFT CORP$59.3M0.12%119,300CALLSHARED
857477103STTSTATE STR CORP$58.2M0.11%547,037CommonSHARED
902681105UGIUGI CORP NEW$57.9M0.11%1,588,443CommonSHARED
22663K107CRNXCRINETICS PHARMACEUTICALS IN$57.5M0.11%1,998,161CommonSHARED
227046109CROXCROCS INC$57.2M0.11%564,437CommonSHARED
690742101OCOWENS CORNING NEW$57.2M0.11%415,650CommonSHARED
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$57.0M0.11%2,801,721CommonSHARED
15118V207CELHCELSIUS HLDGS INC$57.0M0.11%1,227,875CommonSHARED
G25508105CRHCRH PLC$56.9M0.11%620,175CommonSHARED
07831C103BRBRBELLRING BRANDS INC$56.9M0.11%981,962CommonSHARED
91913Y100VLOVALERO ENERGY CORP$56.9M0.11%423,134CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$56.8M0.11%162,000PUTSHARED
00130H105AESAES CORP$56.8M0.11%5,394,764CommonSHARED
46090E103QQQINVESCO QQQ TR$55.8M0.11%101,100CALLSHARED
741623102PRMBPRIMO BRANDS CORPORATION$55.7M0.11%1,880,650CommonSHARED
771049103RBLXROBLOX CORP$55.7M0.11%529,313CommonSHARED
336433107FSLRFIRST SOLAR INC$55.4M0.11%334,673CommonSHARED
032724106ANABANAPTYSBIO INC$54.9M0.11%2,474,874CommonSHARED
N00985106AERAERCAP HOLDINGS NV$54.8M0.11%468,482CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$54.3M0.11%966,925CommonSHARED
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$54.3M0.11%46,250,000CommonSHARED
55826T102SPHRSPHERE ENTERTAINMENT CO$53.8M0.11%1,287,958CommonSHARED
594972AL5MSTR 0.875 03/15/31MICROSTRATEGY INC$53.8M0.11%28,500,000CommonSHARED
958102105WDCWESTERN DIGITAL CORP$53.5M0.11%835,969CommonSHARED
577933104MMSMAXIMUS INC$53.4M0.10%761,230CommonSHARED
03770N101APGEAPOGEE THERAPEUTICS INC$53.4M0.10%1,230,377CommonSHARED
45258J102IMVTIMMUNOVANT INC$53.4M0.10%3,336,250CommonSHARED
718172109PMPHILIP MORRIS INTL INC$53.1M0.10%291,801CommonSHARED
G4766E116INDVINDIVIOR PLC$52.7M0.10%3,572,859CommonSHARED
464287655IWMISHARES TR$52.5M0.10%243,200CALLSHARED
30303M102METAMETA PLATFORMS INC$52.5M0.10%71,100CALLSHARED
911312106UPSUNITED PARCEL SERVICE INC$52.5M0.10%519,743CommonSHARED
674215207CHRDCHORD ENERGY CORPORATION$52.2M0.10%539,331CommonSHARED
00214Q104ARKKARK ETF TR$51.0M0.10%725,000PUTSHARED
44930G107ICUIICU MED INC$50.4M0.10%381,514CommonSHARED
81762P102NOWSERVICENOW INC$50.2M0.10%48,800CALLSHARED
450056106IRTCIRHYTHM TECHNOLOGIES INC$49.6M0.10%322,098CommonSHARED
47103J105JANXJANUX THERAPEUTICS INC$49.5M0.10%2,143,900CommonSHARED
02079K107GOOGALPHABET INC$49.4M0.10%278,734CommonSHARED
457669307INSMINSMED INC$49.4M0.10%490,667CommonSHARED
461202103INTUINTUIT$49.3M0.10%62,600CALLSHARED
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$49.0M0.10%41,142,000CommonSHARED
89531P105TREXTREX CO INC$48.9M0.10%898,481CommonSHARED
03969F109RCUSARCUS BIOSCIENCES INC$48.6M0.10%5,966,664CommonSHARED
464288513HYGISHARES TR$48.4M0.09%600,000PUTSHARED
69331CAL2PCG 4.25 12/01/27PG&E CORP$47.7M0.09%48,000,000CommonSHARED
231561101CWCURTISS WRIGHT CORP$47.7M0.09%97,593CommonSHARED
75943R102RLAYRELAY THERAPEUTICS INC$46.5M0.09%13,445,704CommonSHARED
339750101FNDFLOOR & DECOR HLDGS INC$45.3M0.09%596,347CommonSHARED
95082P105WCCWESCO INTL INC$45.2M0.09%243,958CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$45.0M0.09%503,285CommonSHARED
929740108WABWABTEC$44.8M0.09%213,819CommonSHARED
92840M102VSTVISTRA CORP$44.1M0.09%227,709CommonSHARED
854502101SWKSTANLEY BLACK & DECKER INC$44.0M0.09%649,816CommonSHARED
M2029K104BIRKBIRKENSTOCK HOLDING PLC$43.9M0.09%891,743CommonSHARED
216648501COOCOOPER COS INC$43.8M0.09%615,964CommonSHARED
536797103LADLITHIA MTRS INC$43.6M0.09%129,130CommonSHARED
45257U108IMNMIMMUNOME INC$43.6M0.09%4,685,803CommonSHARED
466313103JBLJABIL INC$43.4M0.09%198,900CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$43.2M0.08%580,900CALLSHARED
842587DP9SO 3.875 12/15/25SOUTHERN CO$43.1M0.08%38,950,000CommonSHARED
G54950103LINLINDE PLC$43.0M0.08%91,554CommonSHARED
29670G102WTRGESSENTIAL UTILS INC$42.8M0.08%1,152,652CommonSHARED
71654V408PBRPETROLEO BRASILEIRO SA PETRO$42.7M0.08%3,410,815CommonSHARED
07831C103BRBRBELLRING BRANDS INC$42.6M0.08%735,000CALLSHARED
92763W103VIPSVIPSHOP HLDGS LTD$42.5M0.08%2,826,766CommonSHARED
67080M103NRIXNURIX THERAPEUTICS INC$42.2M0.08%3,703,594CommonSHARED
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$41.7M0.08%1,765,613CommonSHARED
63947X101NCNONCINO INC$41.6M0.08%1,489,022CommonSHARED
172967424CCITIGROUP INC$41.6M0.08%488,628CommonSHARED
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$41.4M0.08%34,600,000CommonSHARED
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$41.2M0.08%40,000,000CommonSHARED
303075105FDSFACTSET RESH SYS INC$41.1M0.08%91,946CommonSHARED
N20944109CNHCNH INDL N V$40.8M0.08%3,148,057CommonSHARED
81730H109SSENTINELONE INC$40.8M0.08%2,231,810CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$40.7M0.08%501,101CommonSHARED
237266101DARDARLING INGREDIENTS INC$40.6M0.08%1,070,151CommonSHARED
09073M104TECHBIO-TECHNE CORP$40.5M0.08%787,624CommonSHARED
74006W207PRAXPRAXIS PRECISION MEDICINES I$40.1M0.08%954,075CommonSHARED
04247X102AWIARMSTRONG WORLD INDS INC NEW$40.1M0.08%246,950CommonSHARED
G8267P108SWSMURFIT WESTROCK PLC$40.0M0.08%927,311CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$40.0M0.08%293,500PUTSHARED
007903107AMDADVANCED MICRO DEVICES INC$40.0M0.08%281,800PUTSHARED
200340107CMACOMERICA INC$39.7M0.08%665,767CommonSHARED
632307104NTRANATERA INC$39.7M0.08%234,996CommonSHARED
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$39.3M0.08%34,969,000CommonSHARED
477839104JBTMJBT MAREL CORPORATION$39.3M0.08%326,731CommonSHARED
92840M102VSTVISTRA CORP$39.3M0.08%202,600PUTSHARED
037833100AAPLAPPLE INC$38.8M0.08%189,200CALLSHARED
617700109MORNMORNINGSTAR INC$38.7M0.08%123,200CommonSHARED
88339J105TTDTHE TRADE DESK INC$38.4M0.08%533,214CommonSHARED
156944100CGONCG ONCOLOGY INC$38.4M0.08%1,475,293CommonSHARED
70202L102PSNPARSONS CORP DEL$37.8M0.07%526,091CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$37.7M0.07%74,000CALLSHARED
00724F101ADBEADOBE INC$37.6M0.07%97,300CALLSHARED
13321L108CCJCAMECO CORP$36.9M0.07%496,540CommonSHARED
12653CAG3CNX 2.25 05/01/26CNX RES CORP$36.8M0.07%14,000,000CommonSHARED
594972408MSTRMICROSTRATEGY INC$36.8M0.07%91,000PUTSHARED
67059N108NTNXNUTANIX INC$36.7M0.07%480,328CommonSHARED
05464T104AXSMAXSOME THERAPEUTICS INC$36.6M0.07%350,973CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$36.6M0.07%167,460CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$36.6M0.07%817,542CommonSHARED
G0750C108AXTAAXALTA COATING SYS LTD$36.4M0.07%1,225,312CommonSHARED
98419M100XYLXYLEM INC$36.2M0.07%280,049CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$36.2M0.07%690,900CALLSHARED
22052L104CTVACORTEVA INC$36.1M0.07%483,902CommonSHARED
70975L107PENPENUMBRA INC$35.9M0.07%140,045CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$35.9M0.07%236,408CommonSHARED
461202103INTUINTUIT$35.8M0.07%45,500PUTSHARED
81369Y506XLESELECT SECTOR SPDR TR$35.8M0.07%422,000PUTSHARED
19240Q201COGTCOGENT BIOSCIENCES INC$35.3M0.07%4,911,924CommonSHARED
453204109PIIMPINJ INC$35.2M0.07%317,103CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$34.8M0.07%137,245CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$34.7M0.07%215,874CommonSHARED
29786AAJ5ETSY 0.125 10/01/26ETSY INC$34.4M0.07%35,505,000CommonSHARED
78440X887SLGSL GREEN RLTY CORP$34.4M0.07%555,380CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$34.3M0.07%172,875CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$34.1M0.07%402,100CALLSHARED
152309100CNTACENTESSA PHARMACEUTICALS PLC$34.1M0.07%2,591,596CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$34.0M0.07%1,767,939CommonSHARED
05329W102ANAUTONATION INC$33.9M0.07%170,700CommonSHARED
260003108DOVDOVER CORP$33.7M0.07%184,076CommonSHARED
558868105MDGLMADRIGAL PHARMACEUTICALS INC$33.6M0.07%110,877CommonSHARED
92189F676SMHVANECK ETF TRUST$33.5M0.07%120,000PUTSHARED
922280102VRNSVARONIS SYS INC$33.3M0.07%655,890CommonSHARED
G76279101ROIVROIVANT SCIENCES LTD$33.3M0.07%2,951,132CommonSHARED
72703H101PLNTPLANET FITNESS INC$33.2M0.07%304,885CommonSHARED
829073105SSDSIMPSON MFG INC$33.2M0.07%213,536CommonSHARED
464287465EFAISHARES TR$33.1M0.06%370,000PUTSHARED
136375102CNICANADIAN NATL RY CO$32.8M0.06%315,611CommonSHARED
405024100HAEHAEMONETICS CORP MASS$32.7M0.06%438,324CommonSHARED
833445109SNOWSNOWFLAKE INC$32.5M0.06%145,400PUTSHARED
447462102HURNHURON CONSULTING GROUP INC$32.4M0.06%235,800CommonSHARED
879433829TDSTELEPHONE & DATA SYS INC$32.1M0.06%901,852CommonSHARED
89055F103BLDTOPBUILD CORP$32.0M0.06%98,904CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$31.8M0.06%432,338CommonSHARED
G0692U109AXSAXIS CAP HLDGS LTD$31.7M0.06%305,796CommonSHARED
149123101CATCATERPILLAR INC$31.6M0.06%81,351CommonSHARED
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$31.5M0.06%28,000,000CommonSHARED
09062X103BIIBBIOGEN INC$31.4M0.06%250,000CALLSHARED
94106L109WMWASTE MGMT INC DEL$31.2M0.06%136,374CommonSHARED
229663109CUBECUBESMART$31.2M0.06%733,027CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$31.0M0.06%737,800CALLSHARED
24823R105DNLIDENALI THERAPEUTICS INC$31.0M0.06%2,213,947CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$30.9M0.06%170,827CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$30.7M0.06%56,500CALLSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$30.7M0.06%384,847CommonSHARED
47215P106JDJD.COM INC$30.6M0.06%938,560CommonSHARED
46438F101IBITISHARES BITCOIN TRUST ETF$30.6M0.06%500,000PUTSHARED
398433102GFFGRIFFON CORP$30.4M0.06%419,395CommonSHARED
767292105RIOTRIOT PLATFORMS INC$30.3M0.06%2,683,581CommonSHARED
91347P105OLEDUNIVERSAL DISPLAY CORP$30.3M0.06%196,250CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$30.2M0.06%147,800CALLSHARED
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$30.2M0.06%25,000,000CommonSHARED
46090E103QQQINVESCO QQQ TR$30.1M0.06%54,500PUTSHARED
88224Q107TCBITEXAS CAP BANCSHARES INC$29.9M0.06%377,079CommonSHARED
88557W101QFINQIFU TECHNOLOGY INC$29.7M0.06%685,040CommonSHARED
34379V103FLNCFLUENCE ENERGY INC$29.7M0.06%4,419,600CommonSHARED
654106103NKENIKE INC$29.6M0.06%416,400CALLSHARED
717081103PFEPFIZER INC$29.6M0.06%1,219,900CALLSHARED
840441109SSBUSDSOUTHSTATE CORPORATION$29.2M0.06%317,797CommonSHARED
345370860FFORD MTR CO$29.2M0.06%2,695,400CALLSHARED
852234103XYZBLOCK INC$29.2M0.06%430,100CALLSHARED
92552V100VSATVIASAT INC$29.1M0.06%1,991,809CommonSHARED
03237H101AMLXAMYLYX PHARMACEUTICALS INC$29.1M0.06%4,536,266CommonSHARED
68622P109ORICORIC PHARMACEUTICALS INC$28.9M0.06%2,850,641CommonSHARED
00091G104ACVAACV AUCTIONS INC$28.9M0.06%1,782,459CommonSHARED
74623V103PCTPURECYCLE TECHNOLOGIES INC$28.6M0.06%2,087,430CommonSHARED
48251W104KKRKKR & CO INC$28.6M0.06%214,711CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$28.5M0.06%543,300PUTSHARED
433313103HNGEHINGE HEALTH INC$28.4M0.06%547,939CommonSHARED
382550101GTGOODYEAR TIRE & RUBR CO$28.2M0.06%2,723,465CommonSHARED
221015100CRVSCORVUS PHARMACEUTICALS INC$28.2M0.06%7,042,373CommonSHARED
28414H103ELANELANCO ANIMAL HEALTH INC$28.1M0.06%1,969,807CommonSHARED
703481101PTENPATTERSON-UTI ENERGY INC$28.0M0.05%4,722,047CommonSHARED
G5960L103MDTMEDTRONIC PLC$28.0M0.05%320,665CommonSHARED
01625V104ALHCALIGNMENT HEALTHCARE INC$27.8M0.05%1,984,978CommonSHARED
000957100ABMABM INDS INC$27.8M0.05%588,612CommonSHARED
03524A108BUDANHEUSER BUSCH INBEV SA/NV$27.7M0.05%403,500CALLSHARED
81762P102NOWSERVICENOW INC$27.7M0.05%26,900PUTSHARED
70450Y103PYPLPAYPAL HLDGS INC$27.6M0.05%370,800PUTSHARED
546347105LPXLOUISIANA PAC CORP$27.5M0.05%320,294CommonSHARED
343412102FLRFLUOR CORP NEW$27.2M0.05%530,950CommonSHARED
29337E102ELVNENLIVEN THERAPEUTICS INC$27.1M0.05%1,353,078CommonSHARED
254687106DISDISNEY WALT CO$27.1M0.05%218,300PUTSHARED
98954M200ZZILLOW GROUP INC$27.1M0.05%386,430CommonSHARED
21874A106CORZCORE SCIENTIFIC INC NEW$27.0M0.05%1,584,332CommonSHARED
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$27.0M0.05%23,750,000CommonSHARED
00973Y108AKROAKERO THERAPEUTICS INC$26.7M0.05%500,000CALLSHARED
403949100DINOHF SINCLAIR CORP$26.6M0.05%648,554CommonSHARED
011659109ALKALASKA AIR GROUP INC$26.6M0.05%537,330CommonSHARED
53626N102LIONLIONSGATE STUDIOS CORP$26.6M0.05%4,575,372CommonSHARED
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$26.5M0.05%367,125CommonSHARED
G81276100SIGSIGNET JEWELERS LIMITED$26.4M0.05%332,300CommonSHARED
75281A109RRCRANGE RES CORP$26.3M0.05%647,784CommonSHARED
686688AB8ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC$26.3M0.05%24,000,000CommonSHARED
911684108ADUNITED STATES CELLULAR CORP$26.3M0.05%411,538CommonSHARED
749685103RPMRPM INTL INC$26.2M0.05%238,459CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$26.2M0.05%534,369CommonSHARED
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$26.2M0.05%27,500,000CommonSHARED
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$26.1M0.05%24,650,000CommonSHARED
02079K305GOOGLALPHABET INC$26.1M0.05%147,900CALLSHARED
252828108DNTHDIANTHUS THERAPEUTICS INC$25.9M0.05%1,392,517CommonSHARED
88322Q108TGTXTG THERAPEUTICS INC$25.8M0.05%717,510CommonSHARED
45258D105IMCRIMMUNOCORE HLDGS PLC$25.7M0.05%820,425CommonSHARED
16115Q308GTLSCHART INDS INC$25.7M0.05%156,361CommonSHARED
36168Q104GFLGFL ENVIRONMENTAL INC$25.4M0.05%502,400CommonSHARED
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$25.4M0.05%1,250,000CALLSHARED
23703Q203DQDAQO NEW ENERGY CORP$25.3M0.05%1,670,885CommonSHARED
30040W108ESEVERSOURCE ENERGY$25.3M0.05%397,006CommonSHARED
21871N101CXWCORECIVIC INC$25.1M0.05%1,190,601CommonSHARED
209115104EDCONSOLIDATED EDISON INC$25.1M0.05%249,631CommonSHARED
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$25.0M0.05%20,000,000CommonSHARED
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$25.0M0.05%2,598,475CommonSHARED
880770102TERTERADYNE INC$25.0M0.05%277,780CommonSHARED
77311W101RKTROCKET COS INC$24.9M0.05%1,758,407CommonSHARED
531229748LLYVA*LIBERTY MEDIA CORP DEL$24.9M0.05%313,620CommonSHARED
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$24.8M0.05%24,000,000CommonSHARED
445658107JBHTHUNT J B TRANS SVCS INC$24.7M0.05%171,848CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$24.6M0.05%53,200CALLSHARED
464287655IWMISHARES TR$24.1M0.05%111,900PUTSHARED
650111107NYTNEW YORK TIMES CO$24.1M0.05%430,000PUTSHARED
G8473T100STESTERIS PLC$24.0M0.05%100,000CALLSHARED
86333M108LRNSTRIDE INC$23.8M0.05%163,630CommonSHARED
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$23.5M0.05%848,549CommonSHARED
038222105AMATAPPLIED MATLS INC$23.4M0.05%128,000CommonSHARED
059460303BBDBANCO BRADESCO S A$23.4M0.05%7,580,900CommonSHARED
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$23.4M0.05%26,000,000CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$23.3M0.05%292,698CommonSHARED
H1467J104CBCHUBB LIMITED$23.3M0.05%80,321CommonSHARED
928881101VNTVONTIER CORPORATION$23.2M0.05%629,400CommonSHARED
22266T109CPNGCOUPANG INC$23.2M0.05%774,200CALLSHARED
929160109VMCVULCAN MATLS CO$23.1M0.05%88,618CommonSHARED
44925C103ICFIICF INTL INC$23.1M0.05%272,793CommonSHARED
594918104MSFTMICROSOFT CORP$22.8M0.04%45,900PUTSHARED
58933Y105MRKMERCK & CO INC$22.8M0.04%288,400CALLSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$22.7M0.04%74,170CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$22.7M0.04%64,800CALLSHARED
79466L302CRMSALESFORCE INC$22.7M0.04%83,200CALLSHARED
934550203WMGWARNER MUSIC GROUP CORP$22.6M0.04%830,940CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$22.5M0.04%12,500,000CommonSHARED
282559103ETNBGBP89BIO INC$22.3M0.04%2,274,151CommonSHARED
16935C109CHYMCHIME FINL INC$22.3M0.04%645,933CommonSHARED
34959J108FTVFORTIVE CORP$22.2M0.04%426,700CommonSHARED
G7S00T104PNRPENTAIR PLC$22.1M0.04%215,648CommonSHARED
126650100CVSCVS HEALTH CORP$22.1M0.04%320,300CALLSHARED
G6683N103NUNU HLDGS LTD$22.0M0.04%1,606,186CommonSHARED
05352A100AVTRAVANTOR INC$22.0M0.04%1,636,640CommonSHARED
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$22.0M0.04%224,622CommonSHARED
12572Q105CMECME GROUP INC$21.9M0.04%79,556CommonSHARED
892331307TMTOYOTA MOTOR CORP$21.7M0.04%126,250CommonSHARED
29786A106ETSYETSY INC$21.7M0.04%432,900CALLSHARED
90337L108USPHU S PHYSICAL THERAPY$21.6M0.04%275,710CommonSHARED
81141R100SESEA LTD$21.5M0.04%134,500PUTSHARED
750491102RDNTRADNET INC$21.4M0.04%376,195CommonSHARED
48242W106KBRKBR INC$21.4M0.04%446,000CommonSHARED
N07059210ASMLASML HOLDING N V$21.2M0.04%26,500CALLSHARED
38141G104GSGOLDMAN SACHS GROUP INC$21.2M0.04%30,000PUTSHARED
40609P105HNRGHALLADOR ENERGY COMPANY$21.2M0.04%1,341,206CommonSHARED
097023105BABOEING CO$21.2M0.04%101,200CALLSHARED
01609W102BABAALIBABA GROUP HLDG LTD$21.1M0.04%186,000CALLSHARED
219350105GLWCORNING INC$21.1M0.04%400,800CALLSHARED
05368V106AVNTAVIENT CORPORATION$21.1M0.04%652,061CommonSHARED
06417N103OZKBANK OZK LITTLE ROCK ARK$21.0M0.04%447,200CommonSHARED
375916103GILGILDAN ACTIVEWEAR INC$20.9M0.04%424,200CommonSHARED
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$20.8M0.04%1,485,425CommonSHARED
428050108HSAIHESAI GROUP$20.8M0.04%948,458CommonSHARED
H0036K147ADCTADC THERAPEUTICS SA$20.8M0.04%7,763,658CommonSHARED
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$20.8M0.04%10,000,000CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$20.8M0.04%256,900PUTSHARED
00508Y102AYIACUITY INC$20.8M0.04%69,607CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$20.6M0.04%66,100CALLSHARED
59001A102MTHMERITAGE HOMES CORP$20.5M0.04%305,738CommonSHARED
20603L102CONCONCENTRA GROUP HOLDINGS PAR$20.5M0.04%995,134CommonSHARED
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$20.5M0.04%21,604,000CommonSHARED
98980F104GTMZOOMINFO TECHNOLOGIES INC$20.4M0.04%2,017,881CommonSHARED
36467W109GMEGAMESTOP CORP NEW$20.4M0.04%834,635CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$20.3M0.04%20,500CALLSHARED
90353T100UBERUBER TECHNOLOGIES INC$20.2M0.04%217,000CALLSHARED
95040Q104WELLWELLTOWER INC$20.2M0.04%131,266CommonSHARED
88033G407THCTENET HEALTHCARE CORP$20.1M0.04%114,335CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$20.1M0.04%86,011CommonSHARED
826919102SLABSILICON LABORATORIES INC$20.0M0.04%135,914CommonSHARED
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$20.0M0.04%14,000,000CommonSHARED
565788106MARAMARA HOLDINGS INC$20.0M0.04%1,272,920CommonSHARED
38526M106LOPEGRAND CANYON ED INC$19.9M0.04%105,445CommonSHARED
87164F105SNDXSYNDAX PHARMACEUTICALS INC$19.9M0.04%2,127,467CommonSHARED

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.