InvestInfoAI
Point72

Q1 2026 · 13F-HR

Point72holdings as filed

Filed 2026-05-15 · accession 0000919574-26-003476

$78.05B
Reported value
3,704
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Point72 · Q1 2026

AI · grounded in 13F

Point72 increased its position in Analog Devices Inc by 465.91%. The fund also accumulated shares in T-Mobile US Inc by 338.215% and Procter & Gamble Co by 282.8875%. On the sell side, the fund trimmed its holding in Biogen Inc by 78.6531% and reduced MSFT by 67.5143%.

Holdings as filed

First 500 of 3704

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.32B1.69%7,584,654CommonSHARED
023135106AMZNAMAZON COM INC$1.03B1.32%4,958,984CommonSHARED
040413205ANETARISTA NETWORKS INC$803.7M1.03%6,545,561CommonSHARED
78462F103SPYSTATE STR SPDR S&P 500 ETF T$800.2M1.03%1,230,400CALLSHARED
78462F103SPYSTATE STR SPDR S&P 500 ETF T$796.1M1.02%1,224,200PUTSHARED
N07059210ASMLASML HLDG NV$745.9M0.96%564,726CommonSHARED
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$702.1M0.90%7,479,599CommonSHARED
11135F101AVGOBROADCOM INC$701.4M0.90%2,266,228CommonSHARED
46090E103QQQINVESCO QQQ TR$680.5M0.87%1,179,000PUTSHARED
880770102TERTERADYNE INC$677.3M0.87%2,284,718CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$627.8M0.80%1,857,807CommonSHARED
038222105AMATAPPLIED MATLS INC$586.9M0.75%1,717,122CommonSHARED
29444U700EQIXEQUINIX INC$524.2M0.67%534,800CommonSHARED
30303M102METAMETA PLATFORMS INC$519.6M0.67%908,254CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$444.2M0.57%916,117CommonSHARED
75513E101RTXRTX CORPORATION$394.9M0.51%2,047,379CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$379.1M0.49%3,300,815CommonSHARED
852234103XYZBLOCK INC$379.0M0.49%6,298,335CommonSHARED
55306N104MKSIMKS INC.$370.1M0.47%1,610,331CommonSHARED
437076102HDHOME DEPOT INC$368.7M0.47%1,120,985CommonSHARED
032654105ADIANALOG DEVICES INC$360.7M0.46%1,133,911CommonSHARED
G0260P102ASAMER SPORTS INC$326.3M0.42%9,913,351CommonSHARED
742718109PGPROCTER & GAMBLE CO$303.4M0.39%2,100,311CommonSHARED
872590104TMUST-MOBILE US INC$302.8M0.39%1,441,655CommonSHARED
199908104FIXCOMFORT SYS USA INC$302.3M0.39%219,232CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$300.8M0.39%1,648,712CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$292.9M0.38%635,309CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$287.8M0.37%1,414,656CommonSHARED
609207105MDLZMONDELEZ INTL INC$283.9M0.36%4,925,173CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$283.8M0.36%1,891,885CommonSHARED
01741R102ATIATI INC$281.1M0.36%1,932,579CommonSHARED
65249B109NWSANEWS CORP NEW$279.6M0.36%11,215,642CommonSHARED
055622104BPBP PLC$251.7M0.32%5,354,731CommonSHARED
683344105ONTOONTO INNOVATION INC$246.8M0.32%1,203,658CommonSHARED
701094104PHPARKER-HANNIFIN CORP$244.3M0.31%272,899CommonSHARED
988498101YUMYUM BRANDS INC$244.1M0.31%1,569,731CommonSHARED
G0593M107AZNASTRAZENECA PLC$243.4M0.31%1,233,965CommonSHARED
80004C200SNDKSANDISK CORP$239.3M0.31%376,608CommonSHARED
617446448MSMORGAN STANLEY$238.0M0.30%1,446,420CommonSHARED
778296103ROSTROSS STORES INC$237.9M0.30%1,098,133CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$231.4M0.30%3,687,315CommonSHARED
235851102DHRDANAHER CORP DEL$230.4M0.30%1,215,100CALLSHARED
92826C839VVISA INC$229.4M0.29%759,133CommonSHARED
679295105OKTAOKTA INC$218.1M0.28%2,770,741CommonSHARED
G93A5A101VIKVIKING HOLDINGS LTD$217.5M0.28%2,960,161CommonSHARED
166764100CVXCHEVRON CORPORATION$216.7M0.28%1,047,256CommonSHARED
69351T106PPLPPL CORP$216.2M0.28%5,659,324CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$214.0M0.27%546,378CommonSHARED
171779309CIENCIENA CORP$211.5M0.27%544,655CommonSHARED
03027X100AMTAMERICAN TOWER CORP$208.0M0.27%1,205,312CommonSHARED
191216100KOCOCA COLA CO$199.4M0.26%2,622,162CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$197.8M0.25%2,143,297CommonSHARED
29364G103ETRENTERGY CORP NEW$197.5M0.25%1,757,392CommonSHARED
71377A103PFGCPERFORMANCE FOOD GROUP CO$196.5M0.25%2,293,544CommonSHARED
595112103MUMICRON TECHNOLOGY INC$191.7M0.25%567,557CommonSHARED
832696405SJMSMUCKER J M CO$191.0M0.24%1,980,570CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$190.7M0.24%686,437CommonSHARED
78463V107GLDSPDR GOLD TR$189.2M0.24%439,700PUTSHARED
G51502105JCIJOHNSON CONTROLS INTERNATION$186.0M0.24%1,420,606CommonSHARED
02079K305GOOGLALPHABET INC$185.7M0.24%645,720CommonSHARED
060505104BACBANK AMERICA CORP$179.8M0.23%3,687,629CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$178.5M0.23%295,283CommonSHARED
143658300CCL1EURCARNIVAL CORP$178.3M0.23%6,887,847CommonSHARED
25809K105DASHDOORDASH INC$177.9M0.23%1,184,839CommonSHARED
969457100WMBWILLIAMS COS INC$176.0M0.23%2,418,484CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$174.2M0.22%2,680,365CommonSHARED
68389X105ORCLORACLE CORP$174.2M0.22%1,183,832CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$173.8M0.22%353,541CommonSHARED
871829107SYYSYSCO CORP$172.4M0.22%2,417,404CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$172.3M0.22%2,812,200PUTSHARED
466313103JBLJABIL INC$172.2M0.22%648,132CommonSHARED
958102105WDCWESTERN DIGITAL CORP$168.8M0.22%623,944CommonSHARED
009158106APDAIR PRODUCTS AND CHEMICALS I$168.6M0.22%580,568CommonSHARED
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$168.3M0.22%4,183,918CommonSHARED
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$167.4M0.21%23,659,000CommonSHARED
165167735EXEEXPAND ENERGY CORPORATION$166.8M0.21%1,519,602CommonSHARED
189054109CLXCLOROX CO DEL$165.0M0.21%1,592,288CommonSHARED
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$164.1M0.21%138,394,000CommonSHARED
88023U101SGISOMNIGROUP INTERNATIONAL INC$163.9M0.21%2,217,676CommonSHARED
464287655IWMISHARES TR$163.1M0.21%657,600CALLSHARED
109641100EATBRINKER INTL INC$160.5M0.21%1,124,008CommonSHARED
72348N109PNFPPINNACLE FINL PARTNERS INC$158.9M0.20%1,844,910CommonSHARED
77311W101RKTROCKET COS INC$158.5M0.20%11,119,421CommonSHARED
92939UAP1WEC 4.375 06/01/27WEC ENERGY GROUP INC$158.3M0.20%131,276,000CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$157.7M0.20%4,262,249CommonSHARED
741623102PRMBPRIMO BRANDS CORPORATION$157.6M0.20%8,369,420CommonSHARED
45167R104IEXIDEX CORP$157.5M0.20%830,856CommonSHARED
69331C108PCGPG&E CORP$157.2M0.20%8,949,809CommonSHARED
G25508105CRHCRH PLC$157.0M0.20%1,493,977CommonSHARED
172967424CCITIGROUP INC$155.6M0.20%1,372,377CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$155.0M0.20%155,579CommonSHARED
81141R100SESEA LTD$155.0M0.20%1,871,609CommonSHARED
902681AB1UGI 5 06/01/28UGI CORP NEW$152.9M0.20%108,743,000CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$150.4M0.19%1,633,657CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$150.2M0.19%2,323,949CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$149.7M0.19%308,800CALLSHARED
09062X103BIIBBIOGEN INC$148.4M0.19%809,617CommonSHARED
22266T109CPNGCOUPANG INC$147.2M0.19%7,794,909CommonSHARED
58507V107MDLNMEDLINE INC$147.0M0.19%3,304,305CommonSHARED
91332U101UUNITY SOFTWARE INC$146.5M0.19%6,677,309CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$146.3M0.19%1,826,537CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$145.0M0.19%2,937,100CALLSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$143.3M0.18%1,686,063CommonSHARED
16679L109CHWYCHEWY INC$142.4M0.18%5,272,958CommonSHARED
N3167Y103RACEFERRARI N V$141.7M0.18%418,547CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$141.0M0.18%1,292,084CommonSHARED
26701L100BROSDUTCH BROS INC$140.7M0.18%2,777,241CommonSHARED
21874C102CNMCORE & MAIN INC$140.4M0.18%2,841,248CommonSHARED
315616102FFIVF5 INC$139.5M0.18%482,256CommonSHARED
576323109MTZMASTEC INC$139.3M0.18%433,058CommonSHARED
19247G107COHRCOHERENT CORP$138.3M0.18%580,398CommonSHARED
92840M102VSTVISTRA CORP$138.1M0.18%918,706CommonSHARED
36467W109GMEGAMESTOP CORP$137.6M0.18%5,973,500PUTSHARED
81369Y506XLESELECT SECTOR SPDR TR$137.2M0.18%2,240,100CALLSHARED
67066G104NVDANVIDIA CORPORATION$135.7M0.17%778,000CALLSHARED
31428X106FDXFEDEX CORP$135.6M0.17%380,606CommonSHARED
90138A103VNETVNET GROUP INC$135.2M0.17%16,113,395CommonSHARED
092113109BKHBLACK HILLS CORP$134.9M0.17%1,943,215CommonSHARED
031652100AMKRAMKOR TECHNOLOGY INC$134.8M0.17%2,993,434CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$132.5M0.17%2,110,900CALLSHARED
46090E103QQQINVESCO QQQ TR$130.6M0.17%226,200CALLSHARED
458140100INTCINTEL CORP$130.1M0.17%2,947,714CommonSHARED
594918104MSFTMICROSOFT CORP$129.8M0.17%350,644CommonSHARED
501242101KLICKULICKE & SOFFA INDS INC$129.4M0.17%1,969,464CommonSHARED
758750103RRXREGAL REXNORD CORPORATION$128.4M0.16%685,595CommonSHARED
92343E102VRSNVERISIGN INC$125.6M0.16%505,695CommonSHARED
37940X102GPNGLOBAL PMTS INC$124.7M0.16%1,852,803CommonSHARED
448579102HHYATT HOTELS CORP$124.6M0.16%866,299CommonSHARED
654902204NOKNOKIA CORP$124.5M0.16%15,480,468CommonSHARED
03073E105CORCENCORA INC$123.9M0.16%394,336CommonSHARED
80004C200SNDKSANDISK CORP$123.3M0.16%194,000CALLSHARED
65249B109NWSANEWS CORP NEW$122.7M0.16%4,920,800CALLSHARED
717081103PFEPFIZER INC$122.6M0.16%4,365,063CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$121.6M0.16%3,120,261CommonSHARED
126408103CSXCSX CORP$121.2M0.16%2,951,597CommonSHARED
90138F102TWLOTWILIO INC$119.8M0.15%951,879CommonSHARED
70438V106PCTYPAYLOCITY HLDG CORP$119.8M0.15%1,108,414CommonSHARED
G4253H101JHXJAMES HARDIE INDS PLC$118.9M0.15%6,275,375CommonSHARED
558868105MDGLMADRIGAL PHARMACEUTICALS INC$118.0M0.15%225,510CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$116.8M0.15%413,718CommonSHARED
29977A105EVREVERCORE INC$116.6M0.15%390,584CommonSHARED
60937P106MDBMONGODB INC$116.1M0.15%474,357CommonSHARED
69047Q102OVVOVINTIV INC$115.9M0.15%1,952,665CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$115.7M0.15%7,395,075CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$114.6M0.15%751,391CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$113.7M0.15%1,334,500PUTSHARED
91324P102UNHUNITEDHEALTH GROUP INC$113.5M0.15%419,489CommonSHARED
974155103WINGWINGSTOP INC$111.6M0.14%720,385CommonSHARED
023135106AMZNAMAZON COM INC$111.3M0.14%534,400CALLSHARED
75886F107REGNREGENERON PHARMACEUTICALS$111.1M0.14%143,800PUTSHARED
58933Y105MRKMERCK & CO INC$110.8M0.14%921,077CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$109.2M0.14%2,327,599CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$108.8M0.14%1,446,071CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$108.8M0.14%1,813,936CommonSHARED
03831W108APPAPPLOVIN CORP$108.7M0.14%273,200CALLSHARED
69331CAL2PCG 4.25 12/01/27PG&E CORP$108.6M0.14%104,500,000CommonSHARED
872657101TPGTPG INC$108.3M0.14%2,672,813CommonSHARED
594918104MSFTMICROSOFT CORP$107.9M0.14%291,400CALLSHARED
87612G101TRGPTARGA RES CORP$107.7M0.14%429,651CommonSHARED
464287655IWMISHARES TR$106.8M0.14%430,500PUTSHARED
464288646IGSBISHARES TR$106.6M0.14%2,028,500CommonSHARED
009066101ABNBAIRBNB INC$106.5M0.14%843,683CommonSHARED
256163106DOCUDOCUSIGN INC$106.2M0.14%2,239,522CommonSHARED
558256103MSGEMADISON SQUARE GARDEN ENTMT$106.1M0.14%1,801,753CommonSHARED
941848103WATWATERS CORP$105.5M0.14%354,375CommonSHARED
192422103CGNXCOGNEX CORP$104.5M0.13%2,133,413CommonSHARED
654106103NKENIKE INC$102.5M0.13%1,939,700CALLSHARED
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$102.5M0.13%3,229,939CommonSHARED
737446AT1POST 2.5 08/15/27POST HLDGS INC$102.4M0.13%94,214,000CommonSHARED
15135U109CVECENOVUS ENERGY INC$100.4M0.13%3,787,385CommonSHARED
742718109PGPROCTER & GAMBLE CO$99.7M0.13%690,500CALLSHARED
064058100BKBANK NEW YORK MELLON CORP$98.7M0.13%831,900CommonSHARED
144285103CRSCARPENTER TECHNOLOGY CORP$98.6M0.13%250,173CommonSHARED
231021106CMICUMMINS INC$98.3M0.13%182,698CommonSHARED
565788AF3MARA 0 03/01/30MARA HOLDINGS INC$97.3M0.12%109,705,000CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$97.1M0.12%210,700CALLSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$97.0M0.12%387,100PUTSHARED
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$96.0M0.12%1,042,883CommonSHARED
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$94.3M0.12%1,238,796CommonSHARED
30303M102METAMETA PLATFORMS INC$94.1M0.12%164,400CALLSHARED
876030107TPRTAPESTRY INC$93.5M0.12%662,314CommonSHARED
351858105FNVFRANCO NEV CORP$92.9M0.12%376,013CommonSHARED
94106B101WCNWASTE CONNECTIONS INC$92.6M0.12%570,160CommonSHARED
550021109LULULULULEMON ATHLETICA INC$91.7M0.12%598,867CommonSHARED
751212101RLRALPH LAUREN CORP$91.6M0.12%266,232CommonSHARED
31188V100FSLYFASTLY INC$91.5M0.12%3,150,321CommonSHARED
595112103MUMICRON TECHNOLOGY INC$90.1M0.12%266,700CALLSHARED
172908105CTASCINTAS CORP$90.0M0.12%532,378CommonSHARED
74967X103RHRH$89.7M0.11%641,599CommonSHARED
018802108LNTALLIANT ENERGY CORP$89.2M0.11%1,243,581CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$88.8M0.11%420,425CommonSHARED
632307104NTRANATERA INC$88.8M0.11%444,199CommonSHARED
372460105GPCGENUINE PARTS CO$88.8M0.11%839,505CommonSHARED
053332102AZOAUTOZONE INC$88.6M0.11%26,219CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$88.5M0.11%149,303CommonSHARED
18915M107NETCLOUDFLARE INC$88.5M0.11%428,984CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$88.5M0.11%604,700CALLSHARED
532457108LLYELI LILLY & CO$88.1M0.11%95,766CommonSHARED
H01301128ALCALCON AG$88.0M0.11%1,167,641CommonSHARED
750940108RALRALLIANT CORP$86.5M0.11%2,079,120CommonSHARED
595112103MUMICRON TECHNOLOGY INC$85.7M0.11%253,600PUTSHARED
02079K305GOOGLALPHABET INC$85.3M0.11%296,500CALLSHARED
037833100AAPLAPPLE INC$85.1M0.11%335,500CALLSHARED
92343V104VZVERIZON COMMUNICATIONS INC$85.1M0.11%1,695,900CALLSHARED
91529Y106UNMUNUM GROUP$84.3M0.11%1,153,852CommonSHARED
418056107HASHASBRO INC$84.0M0.11%896,974CommonSHARED
68389X105ORCLORACLE CORP$83.6M0.11%568,000CALLSHARED
92189F106GDXVANECK ETF TRUST$83.3M0.11%908,100PUTSHARED
025537101AEPAMERICAN ELEC PWR CO INC$82.9M0.11%632,175CommonSHARED
090043100BILLBILL HOLDINGS INC$82.8M0.11%2,162,471CommonSHARED
88160R101TSLATESLA INC$82.6M0.11%222,200PUTSHARED
478160104JNJJOHNSON & JOHNSON$81.9M0.10%335,100CALLSHARED
98389B100XELXCEL ENERGY INC$81.2M0.10%1,022,596CommonSHARED
879369106TFXTELEFLEX INCORPORATED$81.0M0.10%677,308CommonSHARED
G6700G107NVTNVENT ELEC PLC$80.6M0.10%681,787CommonSHARED
81730H109SSENTINELONE INC$80.4M0.10%6,242,396CommonSHARED
47215P106JDJD.COM INC$80.2M0.10%2,712,603CommonSHARED
031100100AMEAMETEK INC$80.1M0.10%373,872CommonSHARED
136375102CNICANADIAN NATL RY CO$80.1M0.10%779,813CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$79.9M0.10%545,100CALLSHARED
15135B101CNCCENTENE CORP DEL$79.8M0.10%2,436,892CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$79.3M0.10%1,376,641CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$78.4M0.10%257,963CommonSHARED
697900108PAASPAN AMERN SILVER CORP$77.5M0.10%1,418,267CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$77.5M0.10%483,120CALLSHARED
02005N100ALLYALLY FINL INC$77.4M0.10%1,973,140CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$77.3M0.10%77,600CALLSHARED
042068205ARMARM HOLDINGS PLC$77.1M0.10%509,400CALLSHARED
494368103KMBKIMBERLY-CLARK CORP$76.8M0.10%795,624CommonSHARED
78463V107GLDSPDR GOLD TR$76.7M0.10%178,300CALLSHARED
023608102AEEAMEREN CORP$76.5M0.10%695,749CommonSHARED
88160R101TSLATESLA INC$76.4M0.10%205,600CALLSHARED
958102105WDCWESTERN DIGITAL CORP$75.8M0.10%280,100PUTSHARED
25402D102DOCNDIGITALOCEAN HLDGS INC$75.5M0.10%880,638CommonSHARED
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$75.3M0.10%50,256,000CommonSHARED
30231G102XOMEXXON MOBIL CORP$75.2M0.10%443,100PUTSHARED
81369Y605XLFSELECT SECTOR SPDR TR$75.2M0.10%1,522,300PUTSHARED
21874A114CORZWCORE SCIENTIFIC INC NEW$74.1M0.09%8,482,809CommonSHARED
516544103LNTHLANTHEUS HLDGS INC$73.9M0.09%974,210CommonSHARED
G85158106STNESTONECO LTD$73.9M0.09%5,232,368CommonSHARED
607828100MODMODINE MFG CO$73.8M0.09%340,664CommonSHARED
76243J105RYTMRHYTHM PHARMACEUTICALS INC$73.6M0.09%846,801CommonSHARED
224408104CRCRANE COMPANY$73.5M0.09%429,843CommonSHARED
10576N102BRZEBRAZE INC$73.4M0.09%3,109,805CommonSHARED
594972AS0MSTR 0 12/01/29STRATEGY INC$73.2M0.09%87,500,000CommonSHARED
30034WAD8EVRG 4.5 12/15/27EVERGY INC$73.1M0.09%54,124,000CommonSHARED
92189F106GDXVANECK ETF TRUST$72.9M0.09%794,200CALLSHARED
45168D104IDXXIDEXX LABS INC$72.6M0.09%129,284CommonSHARED
64361Q101VNOMVIPER ENERGY INC$72.3M0.09%1,539,313CommonSHARED
05464T104AXSMAXSOME THERAPEUTICS INC.$71.8M0.09%424,750CommonSHARED
G68707101PAGSPAGSEGURO DIGITAL LTD$71.4M0.09%7,130,571CommonSHARED
87612E106TGTTARGET CORP$71.1M0.09%586,489CommonSHARED
00370M103ABVXABIVAX SA$71.0M0.09%637,736CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$71.0M0.09%1,317,767CommonSHARED
450056106IRTCIRHYTHM HOLDINGS INC$70.7M0.09%599,405CommonSHARED
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$70.5M0.09%47,794,000CommonSHARED
52490G102LEGNLEGEND BIOTECH CORP$70.3M0.09%3,886,017CommonSHARED
070830104BBWIBATH & BODY WORKS INC$70.1M0.09%3,752,211CommonSHARED
20825C104COPCONOCOPHILLIPS$70.0M0.09%530,339CommonSHARED
268150109DTDYNATRACE INC$69.7M0.09%1,885,851CommonSHARED
28618M106ESIELEMENT SOLUTIONS INC$69.5M0.09%2,035,362CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$69.5M0.09%247,092CommonSHARED
504922105LHLABCORP HOLDINGS INC$69.3M0.09%259,566CommonSHARED
64110L106NFLXNETFLIX INC.$69.1M0.09%718,700CALLSHARED
G0692U109AXSAXIS CAP HLDGS LTD$69.0M0.09%680,843CommonSHARED
631103108NDAQNASDAQ INC$68.8M0.09%810,263CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$68.7M0.09%1,124,692CommonSHARED
M2029K104BIRKBIRKENSTOCK HOLDING PLC$68.2M0.09%1,902,618CommonSHARED
868459108SUPNSUPERNUS PHARMACEUTICALS$68.2M0.09%1,318,555CommonSHARED
759351604RGAREINSURANCE GROUP AMER INC$68.1M0.09%333,474CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$67.8M0.09%358,634CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$67.7M0.09%1,199,206CommonSHARED
146869102CVNACARVANA CO$67.6M0.09%214,978CommonSHARED
233331107DTEDTE ENERGY CO$67.4M0.09%460,933CommonSHARED
759916109RGENREPLIGEN CORP$67.1M0.09%569,474CommonSHARED
907818108UNPUNION PAC CORP$67.0M0.09%276,064CommonSHARED
N82405106STLASTELLANTIS N.V$66.4M0.09%9,359,530CommonSHARED
405552100HLNHALEON PLC$65.8M0.08%6,574,038CommonSHARED
33829M101FIVEFIVE BELOW INC$65.4M0.08%286,313CommonSHARED
46270CAB5IREN 3.25 06/15/30IREN LIMITED$65.1M0.08%28,825,000CommonSHARED
55024U109LITELUMENTUM HLDGS INC$64.7M0.08%92,118CommonSHARED
40131M109GHGUARDANT HEALTH INC$64.3M0.08%695,940CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$64.3M0.08%884,296CommonSHARED
931142103WMTWALMART INC$64.3M0.08%517,200CALLSHARED
81369Y886XLUSELECT SECTOR SPDR TR$63.8M0.08%1,391,300PUTSHARED
343412102FLRFLUOR CORP$63.7M0.08%1,365,571CommonSHARED
722304102PDDPDD HOLDINGS INC$63.6M0.08%622,300CALLSHARED
934550203WMGWARNER MUSIC GROUP CORP$63.6M0.08%2,489,439CommonSHARED
369550108GDGENERAL DYNAMICS CORP$63.4M0.08%184,840CommonSHARED
30303M102METAMETA PLATFORMS INC$63.4M0.08%110,800PUTSHARED
29786A106ETSYETSY INC$63.4M0.08%1,267,516CommonSHARED
925652109VICIVICI PPTYS INC$63.1M0.08%2,308,563CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$63.0M0.08%769,000PUTSHARED
48251W104KKRKKR & CO INC$62.8M0.08%679,040CommonSHARED
G3323L100FNFABRINET$62.6M0.08%120,000CommonSHARED
36165L108GDSGDS HLDGS LTD$62.6M0.08%1,553,052CommonSHARED
74743L100QQNITY ELECTRONICS INC$62.4M0.08%541,238CommonSHARED
72703H101PLNTPLANET FITNESS MASTER ISSUER$62.3M0.08%837,476CommonSHARED
79466L302CRMSALESFORCE INC$61.9M0.08%331,400CALLSHARED
87612E106TGTTARGET CORP$61.7M0.08%509,200PUTSHARED
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$60.9M0.08%47,351,000CommonSHARED
254687106DISDISNEY WALT CO$60.9M0.08%631,400CALLSHARED
038169AB4APLD 2.75 06/01/30APPLIED DIGITAL CORP$60.6M0.08%22,818,000CommonSHARED
46428Q109SLVISHARES SILVER TR$60.6M0.08%888,800PUTSHARED
816851109SRESEMPRA$60.1M0.08%618,059CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$60.0M0.08%2,637,100PUTSHARED
78475V103MWHSOLV ENERGY INC$59.3M0.08%1,976,191CommonSHARED
855244109SBUXSTARBUCKS CORP$59.2M0.08%661,000CALLSHARED
81369Y308XLPSELECT SECTOR SPDR TR$59.0M0.08%720,200CALLSHARED
697435105PANWPALO ALTO NETWORKS INC$59.0M0.08%368,220PUTSHARED
097023105BABOEING CO$58.9M0.08%295,900PUTSHARED
670100205NVONOVO-NORDISK A S$58.8M0.08%1,600,200PUTSHARED
478160104JNJJOHNSON & JOHNSON$58.4M0.07%238,800PUTSHARED
02079K305GOOGLALPHABET INC$58.2M0.07%202,500PUTSHARED
594972AJ0MSTR 0.625 03/15/30STRATEGY INC$57.8M0.07%50,000,000CommonSHARED
020002101ALLALLSTATE CORP$57.7M0.07%278,055CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$57.4M0.07%2,577,916CommonSHARED
71424F105PRPERMIAN RESOURCES CORP$57.3M0.07%2,686,834CommonSHARED
15189T107CNPCENTERPOINT ENERGY INC$57.1M0.07%1,322,419CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$56.9M0.07%388,000PUTSHARED
02079K107GOOGALPHABET INC$56.7M0.07%197,493CommonSHARED
06849F108BBARRICK MNG CORP$56.3M0.07%1,380,542CommonSHARED
717081103PFEPFIZER INC$56.2M0.07%2,003,000CALLSHARED
857477103STTSTATE STR CORP$56.2M0.07%444,270CommonSHARED
23804L103DDOGDATADOG INC$56.0M0.07%474,436CommonSHARED
N14506104ESTCELASTIC N V$55.9M0.07%1,118,704CommonSHARED
437076102HDHOME DEPOT INC$55.9M0.07%170,000CALLSHARED
872540109TJXTJX COS INC NEW$55.9M0.07%349,900PUTSHARED
042068205ARMARM HOLDINGS PLC$55.7M0.07%368,300PUTSHARED
770323103RHIROBERT HALF INC.$55.5M0.07%2,184,034CommonSHARED
958102105WDCWESTERN DIGITAL CORP$55.5M0.07%205,000CALLSHARED
26142V105DKNGDRAFTKINGS INC NEW$54.5M0.07%2,520,675CommonSHARED
19240Q201COGTCOGENT BIOSCIENCES INC$54.3M0.07%1,410,826CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$54.3M0.07%401,368CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$54.2M0.07%1,088,184CommonSHARED
440452100HRLHORMEL FOODS CORP$54.2M0.07%2,391,217CommonSHARED
40171V100GWREGUIDEWIRE SOFTWARE INC$54.1M0.07%361,983CommonSHARED
252828108DNTHDIANTHUS THERAPEUTICS INC$54.0M0.07%643,599CommonSHARED
860630102SFSTIFEL FINL CORP$53.7M0.07%726,138CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$53.5M0.07%257,113CommonSHARED
464287432TLTISHARES TR$53.5M0.07%616,900CALLSHARED
87612E106TGTTARGET CORP$53.4M0.07%441,000CALLSHARED
980745103WWDWOODWARD INC$53.4M0.07%149,169CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$53.1M0.07%110,900CALLSHARED
290876101EMAEMERA INC$53.1M0.07%1,026,305CommonSHARED
64110L106NFLXNETFLIX INC.$53.0M0.07%551,400PUTSHARED
91324P102UNHUNITEDHEALTH GROUP INC$53.0M0.07%195,900CALLSHARED
131193AE4CALY 2.75 05/01/26CALLAWAY GOLF CO$53.0M0.07%53,045,000CommonSHARED
46090E103QQQINVESCO QQQ TR$52.9M0.07%91,660CommonSHARED
913915104UTIUNIVERSAL TECHNICAL INST INC$52.1M0.07%1,444,327CommonSHARED
37045V100GMGENERAL MTRS CO$52.1M0.07%698,812CommonSHARED
80004C200SNDKSANDISK CORP$52.0M0.07%81,800PUTSHARED
603170101MLYSMINERALYS THERAPEUTICS INC$51.8M0.07%1,911,433CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$51.6M0.07%253,600CALLSHARED
464287432TLTISHARES TR$51.4M0.07%593,200PUTSHARED
007903107AMDADVANCED MICRO DEVICES INC$51.4M0.07%252,600PUTSHARED
53626N102LIONLIONSGATE STUDIOS CORP$51.3M0.07%5,351,626CommonSHARED
46428Q109SLVISHARES SILVER TR$51.2M0.07%751,300CALLSHARED
589889104MMSIMERIT MED SYS INC$51.1M0.07%741,942CommonSHARED
35671D857FCXFREEPORT MCMORAN INC$51.1M0.07%869,900CALLSHARED
09290D101BLKBLACKROCK INC$51.1M0.07%53,152CommonSHARED
902973304USBUS BANCORP$51.0M0.07%981,253CommonSHARED
097023105BABOEING CO$50.8M0.07%255,200CALLSHARED
038222105AMATAPPLIED MATLS INC$50.7M0.06%148,400CALLSHARED
358039105FRPTFRESHPET INC$50.6M0.06%858,081CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$50.5M0.06%50,700PUTSHARED
92763W103VIPSVIPSHOP HLDGS LTD$50.1M0.06%3,188,723CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$49.9M0.06%59,000PUTSHARED
060505104BACBANK AMERICA CORP$49.9M0.06%1,022,900CALLSHARED
89531P105TREXTREX INC$49.8M0.06%1,367,429CommonSHARED
149568107CVCOCAVCO INDS INC DEL$49.7M0.06%102,715CommonSHARED
G7496G103RNRRENAISSANCERE HLDGS LTD$49.7M0.06%167,336CommonSHARED
227046109CROXCROCS INC$49.5M0.06%596,501CommonSHARED
830830105SKYCHAMPION HOMES INC$49.3M0.06%663,126CommonSHARED
893641100TDGTRANSDIGM GROUP INC$49.0M0.06%42,312CommonSHARED
553530106MSMMSC INDL DIRECT INC$49.0M0.06%531,418CommonSHARED
115637209BF/BBROWN FORMAN CORP$48.9M0.06%1,848,302CommonSHARED
35671D857FCXFREEPORT MCMORAN INC$48.8M0.06%830,292CommonSHARED
98980L101ZNGAZOOM COMMUNICATIONS INC$48.8M0.06%606,952CommonSHARED
670837103OGEOGE ENERGY CORP$48.8M0.06%1,016,679CommonSHARED
92337R101VERAVERA THERAPEUTICS INC$48.7M0.06%1,210,725CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$48.6M0.06%200,600CALLSHARED
053484101AVBAVALONBAY CMNTYS INC$48.4M0.06%296,549CommonSHARED
67077M108NTRNUTRIEN LTD$48.4M0.06%641,788CommonSHARED
464286400EWZISHARES INC$48.4M0.06%1,259,600CALLSHARED
50050N103KTBKONTOOR BRANDS INC$48.3M0.06%686,936CommonSHARED
615394202MOG/AMOOG INC$48.1M0.06%164,414CommonSHARED
097023105BABOEING CO$48.1M0.06%241,682CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$47.9M0.06%304,719CommonSHARED
750491102RDNTRADNET INC$47.8M0.06%855,372CommonSHARED
71654V408PBRPETROLEO BRASILEIRO S A$47.8M0.06%2,303,700CALLSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$47.8M0.06%164,284CommonSHARED
06849F108BBARRICK MNG CORP$47.7M0.06%1,168,900CALLSHARED
73278L105POOLPOOL CORP$47.5M0.06%234,596CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$47.4M0.06%577,534CommonSHARED
278768106SATSECHOSTAR CORP$47.4M0.06%404,820CommonSHARED
G9087Q102TROXTRONOX HOLDINGS PLC$47.3M0.06%4,844,886CommonSHARED
78464A375SPIBSPDR SERIES TRUST$47.3M0.06%1,410,000CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$47.3M0.06%715,911CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$47.2M0.06%202,263CommonSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$47.1M0.06%572,626CommonSHARED
81369Y886XLUSELECT SECTOR SPDR TR$47.1M0.06%1,025,400CALLSHARED
67576A100OCULOCULAR THERAPEUTIX INC$46.9M0.06%5,534,985CommonSHARED
68389X105ORCLORACLE CORP$46.7M0.06%317,600PUTSHARED
654106103NKENIKE INC$46.5M0.06%881,000PUTSHARED
87164F105SNDXSYNDAX PHARMACEUTICALS INC$46.4M0.06%1,985,547CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$46.1M0.06%347,000CALLSHARED
34631F102FPSFORGENT POWER SOLUTIONS INC$46.0M0.06%1,570,524CommonSHARED
060505104BACBANK AMERICA CORP$45.9M0.06%941,500PUTSHARED
191216100KOCOCA COLA CO$45.9M0.06%603,400CALLSHARED
91912E105VALEVALE S A$45.7M0.06%2,875,351CommonSHARED
36118L106FUTUFUTU HLDGS LTD$45.6M0.06%333,545CommonSHARED
387328107GVAGRANITE CONSTR INC$45.5M0.06%379,954CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$45.4M0.06%310,500PUTSHARED
88080T104WULFTERAWULF INC$45.2M0.06%3,133,122CommonSHARED
533900106LECOLINCOLN ELEC HLDGS INC$45.0M0.06%180,673CommonSHARED
02209S103MOALTRIA GROUP INC$44.9M0.06%680,700CALLSHARED
38141G104GSGOLDMAN SACHS GROUP INC$44.8M0.06%53,000CALLSHARED
844895102SWXSOUTHWEST GAS HLDGS INC$44.7M0.06%514,794CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$44.7M0.06%1,964,000CALLSHARED
833445109SNOWSNOWFLAKE INC$44.7M0.06%296,100PUTSHARED
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$44.6M0.06%787,820CommonSHARED
267475101DYDYCOM INDS INC$44.5M0.06%131,247CommonSHARED
21873S108CRWVCOREWEAVE INC$44.4M0.06%573,500PUTSHARED
464287234EEMISHARES TR$44.3M0.06%779,700PUTSHARED
67066G104NVDANVIDIA CORPORATION$44.2M0.06%253,600PUTSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$44.1M0.06%90,900PUTSHARED
G54950103LINLINDE PLC$44.0M0.06%88,848CommonSHARED
40415F101HDBHDFC BANK LTD$43.4M0.06%1,745,521CommonSHARED
496902404KGCKINROSS GOLD CORP$43.4M0.06%1,421,645CommonSHARED
30231G102XOMEXXON MOBIL CORP$43.4M0.06%255,600CALLSHARED
66987V109NVSNOVARTIS AG$43.4M0.06%283,837CommonSHARED
483497103KALVKALVISTA PHARMACEUTICALS INC$43.0M0.06%2,136,940CommonSHARED
01625V104ALHCALIGNMENT HEALTHCARE INC$43.0M0.06%2,439,637CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$42.8M0.05%595,600CALLSHARED
92189F106GDXVANECK ETF TRUST$42.8M0.05%466,137CommonSHARED
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$42.6M0.05%453,400CALLSHARED
023939101AMTMAMENTUM HOLDINGS INC$42.5M0.05%1,630,563CommonSHARED
458140100INTCINTEL CORP$42.4M0.05%960,900CALLSHARED
398433102GFFGRIFFON CORP$42.4M0.05%582,696CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$42.3M0.05%317,560CommonSHARED
171779309CIENCIENA CORP$42.3M0.05%109,000PUTSHARED
92333F101VGVENTURE GLOBAL INC$42.3M0.05%2,682,441CommonSHARED
737446104POSTPOST HLDGS INC$42.2M0.05%427,198CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$42.1M0.05%838,600PUTSHARED
87918A105TDOCTELADOC HEALTH INC$42.1M0.05%7,721,495CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$41.8M0.05%154,300PUTSHARED
57060D108MKTXMARKETAXESS HLDGS INC$41.7M0.05%252,825CommonSHARED
747525103QCOMQUALCOMM INC$41.7M0.05%323,700CALLSHARED
209115104EDCONSOLIDATED EDISON INC$41.7M0.05%368,308CommonSHARED
550021109LULULULULEMON ATHLETICA INC$41.6M0.05%271,700CALLSHARED
70450Y103PYPLPAYPAL HLDGS INC$41.6M0.05%919,100CALLSHARED
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$41.3M0.05%43,036,000CommonSHARED
500767306KWEBKRANESHARES TRUST$41.3M0.05%1,453,200CALLSHARED
23282W605CYTKCYTOKINETICS INC$41.3M0.05%626,102CommonSHARED
842587DZ7SO 4.5 06/15/27SOUTHERN CO$41.2M0.05%37,041,000CommonSHARED
320517105FHNFIRST HORIZON CORPORATION$41.2M0.05%1,810,866CommonSHARED
303250104FICOFAIR ISAAC CORP$41.1M0.05%38,500CALLSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$41.0M0.05%301,182CommonSHARED
17253JAA4CIFR 1.75 05/15/30CIPHER DIGITAL INC$40.9M0.05%13,230,000CommonSHARED
69343T107PJTPJT PARTNERS INC$40.6M0.05%290,646CommonSHARED
78781J109SAILSAILPOINT INC$40.6M0.05%3,063,900CommonSHARED
D18190898DBDEUTSCHE BK AG$40.4M0.05%1,358,110CommonSHARED
N07059210ASMLASML HLDG NV$40.3M0.05%30,500CALLSHARED
629377508NRGNRG ENERGY INC$40.2M0.05%274,835CommonSHARED
149123101CATCATERPILLAR INC$40.0M0.05%56,500CALLSHARED
62914V106NIONIO INC$40.0M0.05%6,633,398CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$39.9M0.05%159,350CommonSHARED
82509L107SHOPSHOPIFY INC$39.9M0.05%336,600PUTSHARED
458140100INTCINTEL CORP$39.7M0.05%898,700PUTSHARED
11135F101AVGOBROADCOM INC$39.6M0.05%127,900CALLSHARED
911312106UPSUNITED PARCEL SVCS INC$39.5M0.05%401,800CALLSHARED
52603A208LCLENDINGCLUB ISSUANCE TR SER$39.4M0.05%2,748,062CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$39.2M0.05%140,500CALLSHARED
G491BT108IVZINVESCO LTD$38.9M0.05%1,603,062CommonSHARED
749685103RPMRPM INTL INC$38.8M0.05%390,544CommonSHARED
G9456A100GLNGGOLAR LNG LTD$38.8M0.05%717,381CommonSHARED
N97284108NBISNEBIUS GROUP N.V.$38.8M0.05%373,881CommonSHARED
872590104TMUST-MOBILE US INC$38.8M0.05%184,700CALLSHARED
76118Y104REZIRESIDEO TECHNOLOGIES INC$38.8M0.05%1,149,532CommonSHARED
00217D100ASTSAST SPACEMOBILE INC$38.7M0.05%467,300CALLSHARED
278768106SATSECHOSTAR CORP$38.6M0.05%329,500CALLSHARED
46284V101IRMIRON MTN INC DEL$38.6M0.05%377,618CommonSHARED
650111107NYTNEW YORK TIMES CO MTN BE$38.5M0.05%460,000PUTSHARED
81369Y803XLKSELECT SECTOR SPDR TR$38.4M0.05%289,300PUTSHARED
219350105GLWCORNING INC$38.4M0.05%282,136CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$38.4M0.05%76,754CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$38.3M0.05%210,200CALLSHARED
806407102HSICSCHEIN HENRY INC$38.3M0.05%520,134CommonSHARED
889478103TOLTOLL BROTHERS INC$38.2M0.05%279,587CommonSHARED
29414B104EPAMEPAM SYS INC$38.0M0.05%280,818CommonSHARED
046433108ATROASTRONICS CORP$37.9M0.05%567,240CommonSHARED
85208M102SFMSPROUTS FMRS MKT INC$37.7M0.05%489,330CommonSHARED
45073V108ITTITT INC$37.7M0.05%198,060CommonSHARED
722304102PDDPDD HOLDINGS INC$37.6M0.05%368,300PUTSHARED
199908104FIXCOMFORT SYS USA INC$37.5M0.05%27,200PUTSHARED
N97284108NBISNEBIUS GROUP N.V.$37.4M0.05%360,800PUTSHARED
88339J105TTDTHE TRADE DESK INC$37.4M0.05%1,647,900PUTSHARED
G48833118WFRDWEATHERFORD INTL PLC$37.2M0.05%393,003CommonSHARED
532457108LLYELI LILLY & CO$37.2M0.05%40,400CALLSHARED

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.