MondegarAI
Graham Capital Management, L.P.

Q2 2024 · 13F-HR

Graham Capital Management, L.P.holdings as filed

Filed 2024-08-14 · accession 0001041062-24-000122

$4.60B
Reported value
1,002
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1002

CUSIPTickerIssuerValue% port.SharesClassVoting
594972408MSTRMICROSTRATEGY INC$799.9M17.4%580,700PUTSOLE
464287655IWMISHARES TR$630.1M13.7%3,105,500PUTSOLE
15136AAA0PERMIAN RESOURCES CORP$193.9M4.22%70,181,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$167.6M3.64%139,500,000CommonSOLE
98954MAE1Z 0.75 09/01/24ZILLOW GROUP INC$125.1M2.72%114,878,000CommonSOLE
46438F101IBITISHARES BITCOIN TR$94.2M2.05%2,757,896CommonSOLE
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$86.6M1.88%65,510,000CommonSOLE
88688TAC4TLRY 5.2 06/15/27TILRAY BRANDS INC$86.2M1.87%89,500,000CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$73.9M1.61%73,241,000CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$70.2M1.53%33,206,000CommonSOLE
670002AD6NVAX 5 12/15/27NOVAVAX INC$70.1M1.52%56,277,000CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$61.8M1.34%60,000,000CommonSOLE
893830BT5TRANSOCEAN INC$59.6M1.30%46,576,000CommonSOLE
594972408MSTRMICROSTRATEGY INC$57.6M1.25%41,805CommonSOLE
093712AH0BE 2.5 08/15/25BLOOM ENERGY CORP$51.4M1.12%47,878,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$40.9M0.89%37,179,000CommonSOLE
393222AK0GPRE 2.25 03/15/27GREEN PLAINS INC$38.8M0.84%43,757,000CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$36.5M0.79%200,000PUTSOLE
848577102SAVEEURSPIRIT AIRLS INC$31.2M0.68%8,520,500PUTSOLE
56400PAQ5MANNKIND CORP$26.5M0.58%21,900,000CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$26.1M0.57%900,000CALLSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$26.1M0.57%3,093,200PUTSOLE
72919PAD5PLUG PWR INC$24.4M0.53%25,909,000CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$23.9M0.52%26,388,000CommonSOLE
761330AB5RVNC 1.75 02/15/27REVANCE THERAPEUTICS INC$23.9M0.52%36,429,000CommonSOLE
399473AF4GRPN 1.125 03/15/26GROUPON INC$17.9M0.39%21,000,000CommonSOLE
30303M102METAMETA PLATFORMS INC$16.8M0.37%33,329CommonSOLE
42809H107HESHESS CORP$16.8M0.36%113,741CommonSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$16.7M0.36%16,700,000CommonSOLE
Y58473102MAXNQMAXEON SOLAR TECHNOLOGIES LT$16.1M0.35%18,874,700PUTSOLE
191216100KOCOCA COLA CO$16.0M0.35%250,600CommonSOLE
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$15.6M0.34%21,255,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$15.3M0.33%27,649CommonSOLE
12572Q105CMECME GROUP INC$15.1M0.33%77,025CommonSOLE
172967424CCITIGROUP INC$14.7M0.32%231,368CommonSOLE
86745KAH7NOVA 2.625 02/15/28SUNNOVA ENERGY INTL INC.$14.6M0.32%41,685,000CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$14.5M0.32%1,079,500PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$13.8M0.30%179,136CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$13.7M0.30%141,462CommonSOLE
833445109SNOWSNOWFLAKE INC$13.6M0.29%100,306CommonSOLE
02079K107GOOGALPHABET INC$13.4M0.29%73,183CommonSOLE
256677105DGDOLLAR GEN CORP NEW$13.2M0.29%100,000CommonSOLE
125896100CMSCMS ENERGY CORP$13.2M0.29%221,029CommonSOLE
857477103STTSTATE STR CORP$12.9M0.28%174,754CommonSOLE
36467W109GMEGAMESTOP CORP NEW$12.2M0.26%493,400PUTSOLE
023135106AMZNAMAZON COM INC$11.8M0.26%61,065CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.4M0.25%22,528CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$11.3M0.25%533,859CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$11.0M0.24%174,455CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10.9M0.24%28,283CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$10.8M0.23%10,130CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$10.5M0.23%1,879,200PUTSOLE
644393100NFENEW FORTRESS ENERGY INC$10.3M0.22%470,600CALLSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$10.3M0.22%10,000,000CommonSOLE
594918104MSFTMICROSOFT CORP$10.2M0.22%22,807CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$9.8M0.21%387,100PUTSOLE
293594107ENVXENOVIX CORPORATION$9.5M0.21%617,600PUTSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$9.5M0.21%1,609,700PUTSOLE
549498103CCIVGBPLUCID GROUP INC$9.5M0.21%3,637,600PUTSOLE
254687106DISDISNEY WALT CO$9.5M0.21%95,263CommonSOLE
038923108ABRARBOR REALTY TRUST INC$9.2M0.20%638,900PUTSOLE
824348106SHWSHERWIN WILLIAMS CO$9.0M0.20%30,286CommonSOLE
H42097107UBSUBS GROUP AG$8.7M0.19%294,709CommonSOLE
02079K305GOOGLALPHABET INC$8.6M0.19%47,260CommonSOLE
88579Y101MMM3M CO$8.5M0.18%82,813CommonSOLE
665859104NTRSNORTHERN TR CORP$8.4M0.18%100,504CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8.4M0.18%64,140CommonSOLE
82452J109FOURSHIFT4 PMTS INC$8.3M0.18%113,483CommonSOLE
69351T106PPLPPL CORP$8.0M0.17%289,989CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$8.0M0.17%65,358CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.0M0.17%33,487CommonSOLE
98954MAG6Z 1.375 09/01/26ZILLOW GROUP INC$7.9M0.17%6,553,000CommonSOLE
931142103WMTWALMART INC$7.9M0.17%116,679CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$7.8M0.17%35,648CommonSOLE
64110D104NTAPNETAPP INC$7.8M0.17%60,380CommonSOLE
464286822EWWISHARES INC$7.7M0.17%136,500CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$7.5M0.16%90,028CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$7.4M0.16%180,390CommonSOLE
852234103XYZBLOCK INC$7.3M0.16%112,764CommonSOLE
704551100BTUPEABODY ENERGY CORP$7.2M0.16%327,100PUTSOLE
G25508105CRHCRH PLC$7.2M0.16%96,480CommonSOLE
G29183103ETNEATON CORP PLC$7.1M0.15%22,670CommonSOLE
075887109BDXBECTON DICKINSON & CO$7.0M0.15%29,927CommonSOLE
778296103ROSTROSS STORES INC$6.9M0.15%47,400CommonSOLE
205887102CAGCONAGRA BRANDS INC$6.9M0.15%242,312CommonSOLE
679295105OKTAOKTA INC$6.7M0.15%71,422CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$6.6M0.14%32,346CommonSOLE
66987V109NVSNOVARTIS AG$6.6M0.14%62,225CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6.5M0.14%20,825CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.5M0.14%56,655CommonSOLE
37045V100GMGENERAL MTRS CO$6.4M0.14%137,425CommonSOLE
172908105CTASCINTAS CORP$6.1M0.13%8,760CommonSOLE
743315103PGRPROGRESSIVE CORP$6.1M0.13%29,346CommonSOLE
907818108UNPUNION PAC CORP$6.1M0.13%26,833CommonSOLE
278865100ECLECOLAB INC$6.0M0.13%25,145CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$5.9M0.13%22,015CommonSOLE
200340107CMACOMERICA INC$5.8M0.13%112,784CommonSOLE
717081103PFEPFIZER INC$5.7M0.12%203,577CommonSOLE
049468101TEAMATLASSIAN CORPORATION$5.6M0.12%31,860CommonSOLE
670002401NVAXNOVAVAX INC$5.6M0.12%444,000PUTSOLE
758849103REGREGENCY CTRS CORP$5.6M0.12%90,183CommonSOLE
05478C105AZEKAZEK CO INC$5.5M0.12%131,698CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$5.5M0.12%50,632CommonSOLE
553368101MPMP MATERIALS CORP$5.4M0.12%422,800PUTSOLE
911363109URIUNITED RENTALS INC$5.4M0.12%8,319CommonSOLE
G87110105FTITECHNIPFMC PLC$5.3M0.11%200,936CommonSOLE
428291108HXLHEXCEL CORP NEW$5.2M0.11%82,779CommonSOLE
87484T108TALOTALOS ENERGY INC$5.2M0.11%424,963CommonSOLE
98138H101WDAYWORKDAY INC$5.2M0.11%23,093CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$5.1M0.11%76,996CommonSOLE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$5.0M0.11%1,554,076CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.9M0.11%40,000CALLSOLE
98389B100XELXCEL ENERGY INC$4.9M0.11%92,436CommonSOLE
929740108WABWABTEC$4.9M0.11%30,863CommonSOLE
922475108VEEVVEEVA SYS INC$4.8M0.10%26,323CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$4.7M0.10%133,803CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.6M0.10%77,138CommonSOLE
12504L109CBRECBRE GROUP INC$4.6M0.10%51,195CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$4.5M0.10%52,143CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.4M0.10%36,000PUTSOLE
882681109TXRHTEXAS ROADHOUSE INC$4.4M0.10%25,880CommonSOLE
94419L101WWAYFAIR INC$4.3M0.09%81,400PUTSOLE
94419L101WWAYFAIR INC$4.3M0.09%81,400CommonSOLE
848577AB8SAVE 1 05/15/26SPIRIT AIRLS INC$4.2M0.09%8,500,000CommonSOLE
89531P105TREXTREX CO INC$4.2M0.09%56,580CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$4.2M0.09%358,578CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.2M0.09%10,282CommonSOLE
83304A106SNAPSNAP INC$4.1M0.09%249,556CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.1M0.09%9,493CommonSOLE
37959E102GLGLOBE LIFE INC$4.1M0.09%50,178CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$4.1M0.09%55,589CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$4.1M0.09%211,869CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$4.1M0.09%27,799CommonSOLE
546347105LPXLOUISIANA PAC CORP$4.0M0.09%49,038CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.0M0.09%34,114CommonSOLE
736508847PORPORTLAND GEN ELEC CO$4.0M0.09%91,554CommonSOLE
013091103ACIALBERTSONS COS INC$3.9M0.08%197,779CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.9M0.08%31,532CommonSOLE
00508Y102AYIACUITY BRANDS INC$3.9M0.08%16,113CommonSOLE
03743Q108APAAPA CORPORATION$3.8M0.08%129,661CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$3.8M0.08%217,909CommonSOLE
020002101ALLALLSTATE CORP$3.8M0.08%23,634CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$3.7M0.08%208,502CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$3.6M0.08%95,374CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$3.6M0.08%81,262CommonSOLE
98419M100XYLXYLEM INC$3.6M0.08%26,463CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$3.6M0.08%147,103CommonSOLE
501889208LKQLKQ CORP$3.6M0.08%85,992CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3.6M0.08%23,149CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$3.4M0.07%18,521CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$3.4M0.07%98,640CommonSOLE
00206R102TAT&T INC$3.3M0.07%174,479CommonSOLE
902681105UGIUGI CORP NEW$3.3M0.07%145,258CommonSOLE
77543R102ROKUROKU INC$3.3M0.07%55,403CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$3.3M0.07%95,151CommonSOLE
690742101OCOWENS CORNING NEW$3.2M0.07%18,534CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.2M0.07%9,706CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$3.2M0.07%13,214CommonSOLE
92047W101VVVVALVOLINE INC$3.2M0.07%73,258CommonSOLE
487836108KKELLANOVA$3.1M0.07%53,891CommonSOLE
45687V106IRINGERSOLL RAND INC$3.1M0.07%34,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.1M0.07%74,315CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$3.1M0.07%209,263CommonSOLE
816850101SMTCSEMTECH CORP$3.1M0.07%102,811CommonSOLE
58155Q103MCKMCKESSON CORP$3.1M0.07%5,243CommonSOLE
12740C103CADECADENCE BANK$3.0M0.07%107,356CommonSOLE
577933104MMSMAXIMUS INC$3.0M0.07%35,387CommonSOLE
23804L103DDOGDATADOG INC$3.0M0.07%23,368CommonSOLE
143658300CCL1EURCARNIVAL CORP$3.0M0.07%160,737CommonSOLE
553498106MSAMSA SAFETY INC$3.0M0.07%15,943CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.9M0.06%7,590CommonSOLE
83200N103SMARGBPSMARTSHEET INC$2.9M0.06%65,383CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$2.9M0.06%39,866CommonSOLE
011642105ALRMALARM COM HLDGS INC$2.9M0.06%44,961CommonSOLE
29275Y102ENSENERSYS$2.8M0.06%27,504CommonSOLE
552690109MDUMDU RES GROUP INC$2.8M0.06%112,377CommonSOLE
000957100ABMABM INDS INC$2.8M0.06%55,421CommonSOLE
15677J108DAYDAYFORCE INC$2.8M0.06%56,496CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2.8M0.06%44,702CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.8M0.06%20,278CommonSOLE
84857L101SRSPIRE INC$2.8M0.06%45,354CommonSOLE
68375N103OPKOPKO HEALTH INC$2.8M0.06%2,200,400PUTSOLE
02005N100ALLYALLY FINL INC$2.7M0.06%69,251CommonSOLE
136385101CNQCANADIAN NAT RES LTD$2.7M0.06%75,772CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2.7M0.06%51,000CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$2.7M0.06%56,786CommonSOLE
918204108VFCV F CORP$2.7M0.06%196,900CommonSOLE
05534B760BCEBCE INC$2.7M0.06%81,934CommonSOLE
14365C103POH3CARNIVAL PLC$2.6M0.06%151,880CommonSOLE
72352L106PINSPINTEREST INC$2.6M0.06%59,133CommonSOLE
91912E105VALEVALE S A$2.6M0.06%233,177CommonSOLE
17275R102CSCOCISCO SYS INC$2.6M0.06%54,238CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$2.6M0.06%27,070CommonSOLE
443573100HUBSHUBSPOT INC$2.6M0.06%4,346CommonSOLE
624758108MWAMUELLER WTR PRODS INC$2.6M0.06%142,656CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.5M0.06%43,808CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.5M0.06%52,157CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$2.5M0.05%65,402CommonSOLE
91688F104UPWKUPWORK INC$2.5M0.05%233,776CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$2.5M0.05%74,322CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$2.5M0.05%29,839CommonSOLE
88339J105TTDTHE TRADE DESK INC$2.5M0.05%25,520CommonSOLE
464287515IGVISHARES TR$2.5M0.05%28,633CommonSOLE
771049103RBLXROBLOX CORP$2.5M0.05%66,449CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.5M0.05%13,960CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$2.4M0.05%12,445CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.4M0.05%8,176CommonSOLE
687793109OSCROSCAR HEALTH INC$2.4M0.05%154,144CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$2.4M0.05%157,331CommonSOLE
681919106OMCOMNICOM GROUP INC$2.4M0.05%26,971CommonSOLE
87612E106TGTTARGET CORP$2.4M0.05%16,306CommonSOLE
009066101ABNBAIRBNB INC$2.4M0.05%15,898CommonSOLE
653656108NICENICE LTD$2.4M0.05%13,949CommonSOLE
872657101TPGTPG INC$2.4M0.05%57,750CommonSOLE
751212101RLRALPH LAUREN CORP$2.4M0.05%13,562CommonSOLE
92839U206VCVISTEON CORP$2.4M0.05%22,128CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.3M0.05%21,900CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$2.3M0.05%55,573CommonSOLE
89400J107TRUTRANSUNION$2.3M0.05%30,519CommonSOLE
293594107ENVXENOVIX CORPORATION$2.3M0.05%146,200CommonSOLE
82836G102SBOWEURSILVERBOW RES INC$2.2M0.05%59,382CommonSOLE
311900104FASTFASTENAL CO$2.2M0.05%35,680CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$2.2M0.05%110,503CommonSOLE
646025106NJRNEW JERSEY RES CORP$2.2M0.05%51,956CommonSOLE
438128308HMCHONDA MOTOR LTD$2.2M0.05%68,167CommonSOLE
040413106ANETEURARISTA NETWORKS INC$2.2M0.05%6,242CommonSOLE
090043100BILLBILL HOLDINGS INC$2.2M0.05%41,359CommonSOLE
835495102SONSONOCO PRODS CO$2.2M0.05%42,635CommonSOLE
72919P202PLUGPLUG POWER INC$2.2M0.05%924,100PUTSOLE
958102105WDCWESTERN DIGITAL CORP.$2.1M0.05%27,807CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2.1M0.05%12,333CommonSOLE
345370860FFORD MTR CO DEL$2.1M0.05%167,229CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2.1M0.05%281,286CommonSOLE
129500104CALCALERES INC$2.1M0.05%62,022CommonSOLE
693718108PCARPACCAR INC$2.1M0.04%20,000CommonSOLE
580135101MCDMCDONALDS CORP$2.1M0.04%8,076CommonSOLE
790148100JOEST JOE CO$2.1M0.04%37,615CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$2.1M0.04%34,734CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.0M0.04%5,289CommonSOLE
029899101AWRAMER STATES WTR CO$2.0M0.04%28,100CommonSOLE
42704L104HRIHERC HLDGS INC$2.0M0.04%15,247CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2.0M0.04%26,500CommonSOLE
34354P105FLSFLOWSERVE CORP$2.0M0.04%42,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.04%3,701CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$2.0M0.04%49,085CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$2.0M0.04%99,142CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$2.0M0.04%35,354CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$2.0M0.04%60,792CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.0M0.04%4,605CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.0M0.04%496CommonSOLE
00724F101ADBEADOBE INC$2.0M0.04%3,532CommonSOLE
79466L302CRMSALESFORCE INC$2.0M0.04%7,605CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$2.0M0.04%5,066CommonSOLE
600544100MLKNMILLERKNOLL INC$1.9M0.04%73,564CommonSOLE
G4705A100ICLRICON PLC$1.9M0.04%6,136CommonSOLE
38526M106LOPEGRAND CANYON ED INC$1.9M0.04%13,665CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$1.9M0.04%225,975CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$1.9M0.04%52,663CommonSOLE
126349109CSNCSG SYS INTL INC$1.9M0.04%45,957CommonSOLE
109641100EATBRINKER INTL INC$1.9M0.04%25,963CommonSOLE
830879102SKYWSKYWEST INC$1.9M0.04%22,799CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.9M0.04%26,290CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1.9M0.04%66,793CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.9M0.04%45,365CommonSOLE
896239100TRMBTRIMBLE INC$1.9M0.04%33,162CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$1.9M0.04%14,053CommonSOLE
G4388N106HELEHELEN OF TROY LTD$1.8M0.04%19,809CommonSOLE
03783C100APPFAPPFOLIO INC$1.8M0.04%7,505CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.8M0.04%14,012CommonSOLE
314211103FHIFEDERATED HERMES INC$1.8M0.04%55,158CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.8M0.04%22,941CommonSOLE
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92340V107016VEREN INC$1.8M0.04%223,340CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.8M0.04%22,577CommonSOLE
68213N109OMCLOMNICELL COM$1.7M0.04%64,477CommonSOLE
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488401100KMPRKEMPER CORP$1.7M0.04%29,266CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$1.7M0.04%79,134CommonSOLE
63938C108NAVINAVIENT CORPORATION$1.7M0.04%118,196CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.7M0.04%1,339CommonSOLE
04335A105ARVNARVINAS INC$1.7M0.04%64,106CommonSOLE
891160509TDTORONTO DOMINION BK ONT$1.7M0.04%30,613CommonSOLE
437076102HDHOME DEPOT INC$1.7M0.04%4,849CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.7M0.04%7,798CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$1.7M0.04%39,915CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$1.7M0.04%25,374CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1.6M0.04%32,453CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1.6M0.04%50,000PUTSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$1.6M0.04%46,701CommonSOLE
45168D104IDXXIDEXX LABS INC$1.6M0.04%3,321CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.6M0.04%5,229CommonSOLE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$1.6M0.04%75,629CommonSOLE
90187B804TWOTWO HBRS INVT CORP$1.6M0.03%121,668CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$1.6M0.03%66,917CommonSOLE
30050B101EVHEVOLENT HEALTH INC$1.6M0.03%82,423CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1.6M0.03%58,081CommonSOLE
453204109PIIMPINJ INC$1.6M0.03%10,036CommonSOLE
59001A102MTHMERITAGE HOMES CORP$1.6M0.03%9,690CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$1.6M0.03%15,820CommonSOLE
126600105CVBFCVB FINL CORP$1.6M0.03%90,138CommonSOLE
70435P102PAYCOR HCM INC$1.6M0.03%122,331CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$1.6M0.03%75,651CommonSOLE
067901108ABXBARRICK GOLD CORP$1.5M0.03%92,573CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$1.5M0.03%19,474CommonSOLE
G7S00T104PNRPENTAIR PLC$1.5M0.03%20,113CommonSOLE
69331C108PCGPG&E CORP$1.5M0.03%87,936CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$1.5M0.03%64,957CommonSOLE
372460105GPCGENUINE PARTS CO$1.5M0.03%11,035CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.5M0.03%23,500CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$1.5M0.03%50,246CommonSOLE
86333M108LRNSTRIDE INC$1.5M0.03%21,428CommonSOLE
48238T109OPLNOPENLANE INC$1.5M0.03%90,244CommonSOLE
G8068L108SNSHARKNINJA INC$1.5M0.03%19,773CommonSOLE
346375108FORMFORMFACTOR INC$1.5M0.03%24,541CommonSOLE
565394103CARTMAPLEBEAR INC$1.5M0.03%46,059CommonSOLE
04621X108AIZASSURANT INC$1.5M0.03%8,879CommonSOLE
959802109WUWESTERN UN CO$1.5M0.03%120,155CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$1.5M0.03%12,404CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$1.5M0.03%63,501CommonSOLE
103304101BYDBOYD GAMING CORP$1.5M0.03%26,374CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.5M0.03%5,361CommonSOLE
05351W103AGREURAVANGRID INC$1.4M0.03%40,798CommonSOLE
166764100CVXCHEVRON CORP NEW$1.4M0.03%9,259CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.4M0.03%4,897CommonSOLE
983134107WYNNWYNN RESORTS LTD$1.4M0.03%15,960CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.4M0.03%22,432CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$1.4M0.03%155,666CommonSOLE
45167R104IEXIDEX CORP$1.4M0.03%7,001CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.4M0.03%835CommonSOLE
428103105HESMHESS MIDSTREAM LP$1.4M0.03%38,356CommonSOLE
294268107PLUSEPLUS INC$1.4M0.03%18,963CommonSOLE
29357K103ENVAENOVA INTL INC$1.4M0.03%22,246CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$1.4M0.03%6,698CommonSOLE
465741106ITRIITRON INC$1.4M0.03%13,795CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$1.4M0.03%16,152CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$1.4M0.03%100,873CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$1.3M0.03%15,581CommonSOLE
M6191J100FROGJFROG LTD$1.3M0.03%35,589CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$1.3M0.03%16,471CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$1.3M0.03%48,250CommonSOLE
393222104GPREGREEN PLAINS INC$1.3M0.03%83,511CommonSOLE
03831W108APPAPPLOVIN CORP$1.3M0.03%15,896CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$1.3M0.03%42,424CommonSOLE
422704106HLHECLA MNG CO$1.3M0.03%270,535CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$1.3M0.03%25,934CommonSOLE
237266101DARDARLING INGREDIENTS INC$1.3M0.03%35,581CommonSOLE
76156B107RVLVREVOLVE GROUP INC$1.3M0.03%82,164CommonSOLE
05465C100AXAXOS FINANCIAL INC$1.3M0.03%22,845CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.3M0.03%4,771CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1.3M0.03%94,616CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$1.3M0.03%51,031CommonSOLE
876030107TPRTAPESTRY INC$1.3M0.03%29,834CommonSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$1.3M0.03%57,159CommonSOLE
70931T103PMTPENNYMAC MTG INVT TR$1.3M0.03%92,031CommonSOLE
554382101MACMACERICH CO$1.3M0.03%81,926CommonSOLE
67059N108NTNXNUTANIX INC$1.3M0.03%22,221CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$1.3M0.03%33,761CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$1.3M0.03%179,486CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1.3M0.03%39,330CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.03%16,897CommonSOLE
29362U104ENTGENTEGRIS INC$1.2M0.03%9,161CommonSOLE
436893200HOMBHOME BANCSHARES INC$1.2M0.03%51,525CommonSOLE
77664L207ROOTROOT INC$1.2M0.03%23,893CommonSOLE
632307104NTRANATERA INC$1.2M0.03%11,319CommonSOLE
20464U100COMPCOMPASS INC$1.2M0.03%340,000CommonSOLE
148929102CAVACAVA GROUP INC$1.2M0.03%13,039CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$1.2M0.03%204,173CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1.2M0.03%42,492CommonSOLE
03957W106AROCARCHROCK INC$1.2M0.03%59,600CommonSOLE
358039105FRPTFRESHPET INC$1.2M0.03%9,308CommonSOLE
387328107GVAGRANITE CONSTR INC$1.2M0.03%19,345CommonSOLE
37637K108GTLBGITLAB INC$1.2M0.03%23,838CommonSOLE
032095101APHAMPHENOL CORP NEW$1.2M0.03%17,574CommonSOLE
55087P104LYFTLYFT INC$1.2M0.03%83,480CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$1.2M0.03%10,096CommonSOLE
513847103MZTILANCASTER COLONY CORP$1.2M0.03%6,180CommonSOLE
G39637205GOGLGOLDEN OCEAN GROUP LTD$1.2M0.03%84,485CommonSOLE
G29018101DLODLOCAL LTD$1.2M0.03%143,974CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.2M0.03%8,433CommonSOLE
65249B109NWSANEWS CORP NEW$1.2M0.03%41,845CommonSOLE
03852U106ARMKARAMARK$1.2M0.03%33,880CommonSOLE
22266M104COURCOURSERA INC$1.2M0.03%160,890CommonSOLE
192108504CDECOEUR MNG INC$1.2M0.03%204,749CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.02%6,636CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$1.1M0.02%46,238CommonSOLE
00847J105AGYSAGILYSYS INC$1.1M0.02%10,933CommonSOLE
65249B208NWSNEWS CORP NEW$1.1M0.02%40,101CommonSOLE
099724106BWABORGWARNER INC$1.1M0.02%34,799CommonSOLE
521865204LEALEAR CORP$1.1M0.02%9,807CommonSOLE
257651109DCIDONALDSON INC$1.1M0.02%15,598CommonSOLE
67077M108NTRNUTRIEN LTD$1.1M0.02%21,866CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.1M0.02%33,046CommonSOLE
462726100I8RIROBOT CORP$1.1M0.02%121,075CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.1M0.02%4,905CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$1.1M0.02%40,725CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.1M0.02%2,000CommonSOLE
60770K107MRNAMODERNA INC$1.1M0.02%9,117CommonSOLE
146869102CVNACARVANA CO$1.1M0.02%8,389CommonSOLE
753422104RPDRAPID7 INC$1.1M0.02%24,883CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$1.1M0.02%104,503CommonSOLE
761330109RVNCEURREVANCE THERAPEUTICS INC$1.1M0.02%417,161CommonSOLE
92847W103VITLVITAL FARMS INC$1.1M0.02%22,811CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.1M0.02%16,000CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$1.1M0.02%115,701CommonSOLE
55616P104MMACYS INC$1.1M0.02%55,033CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.1M0.02%56,175CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$1.1M0.02%67,594CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.1M0.02%23,657CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$1.0M0.02%38,301CommonSOLE
904311206UAUNDER ARMOUR INC$1.0M0.02%158,621CommonSOLE
705573103PEGAPEGASYSTEMS INC$1.0M0.02%16,944CommonSOLE
G0896C103TBBBBBB FOODS INC$1.0M0.02%42,983CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$1.0M0.02%14,568CommonSOLE
29082A107EMBJEMBRAER S.A.$1.0M0.02%39,615CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$1.0M0.02%20,478CommonSOLE
256163106DOCUDOCUSIGN INC$1.0M0.02%18,989CommonSOLE
450913108IAGIAMGOLD CORP$1.0M0.02%270,483CommonSOLE
45867G101IDCCINTERDIGITAL INC$1.0M0.02%8,694CommonSOLE
464288752ITBISHARES TR$1.0M0.02%10,000CommonSOLE
126408103CSXCSX CORP$1.0M0.02%30,000CommonSOLE
369604301GEGE AEROSPACE$1.0M0.02%6,300CommonSOLE
775133101ROGROGERS CORP$999,6160.02%8,288CommonSOLE
670002401NVAXNOVAVAX INC$999,3680.02%78,939CommonSOLE
59151K108MEOHMETHANEX CORP$991,3090.02%20,541CommonSOLE
62944T105NVRNVR INC$986,5130.02%130CommonSOLE
92240M108VGREURVECTOR GROUP LTD$982,7030.02%92,971CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$971,6380.02%75,146CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$965,3740.02%15,409CommonSOLE
18915M107NETCLOUDFLARE INC$963,7270.02%11,635CommonSOLE
G8232Y101SMART GLOBAL HLDGS INC$961,4090.02%42,038CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$957,1850.02%43,548CommonSOLE
58933Y105MRKMERCK & CO INC$956,1070.02%7,723CommonSOLE
M78673114PERIPERION NETWORK LTD$948,6940.02%113,616CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$944,9130.02%13,001CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$939,4300.02%2,281CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$930,5280.02%36,838CommonSOLE
29358P101ENSGENSIGN GROUP INC$924,2120.02%7,472CommonSOLE
M7S64H106MNDYMONDAY COM LTD$922,1110.02%3,830CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$912,6110.02%46,657CommonSOLE
207410101CNMDCONMED CORP$906,0120.02%13,070CommonSOLE
404251100HNIHNI CORP$904,9470.02%20,101CommonSOLE
629209305NMIHNMI HLDGS INC$891,1670.02%26,180CommonSOLE
86771W105RUNSUNRUN INC$881,7790.02%74,349CommonSOLE
281020107EIXEDISON INTL$877,8770.02%12,225CommonSOLE
835699307SONYSONY GROUP CORP$872,2670.02%10,268CommonSOLE
81730H109SSENTINELONE INC$869,7020.02%41,316CommonSOLE
690370101BBBYBEYOND INC$864,1560.02%66,067CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$855,2740.02%32,129CommonSOLE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$853,9390.02%22,687CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$853,6310.02%51,798CommonSOLE
880345103TNCTENNANT CO$851,4080.02%8,649CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$843,8300.02%19,470CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$827,5380.02%35,380CommonSOLE
292671708UUUUENERGY FUELS INC$824,6510.02%136,081CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$823,9320.02%5,529CommonSOLE
74319R101PRGPROG HOLDINGS INC$819,1070.02%23,619CommonSOLE
042068205ARMARM HOLDINGS PLC$818,1000.02%5,000PUTSOLE
974155103WINGWINGSTOP INC$811,0850.02%1,919CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$802,8490.02%31,796CommonSOLE
71944F106PHRPHREESIA INC$798,0100.02%37,642CommonSOLE
925815102VICRVICOR CORP$788,3460.02%23,774CommonSOLE
918090101UTZUTZ BRANDS INC$787,4710.02%47,324CommonSOLE
29355X107NPOENPRO INC$785,3500.02%5,395CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$778,5410.02%16,498CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$777,5710.02%3,920CommonSOLE
095306106BLBDBLUE BIRD CORP$774,2550.02%14,378CommonSOLE
64115T104NTCTNETSCOUT SYS INC$773,6300.02%42,298CommonSOLE
464288513HYGISHARES TR$771,4000.02%10,000CommonSOLE
773122106ROCKET LAB USA INC$768,7390.02%160,154CommonSOLE
L00849106AGROADECOAGRO S A$760,2240.02%78,132CommonSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$758,9960.02%341,890CommonSOLE
044186104ASHASHLAND INC$757,4320.02%8,016CommonSOLE
64110L106NFLXNETFLIX INC$755,1910.02%1,119CommonSOLE
285512109EAELECTRONIC ARTS INC$754,7510.02%5,417CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$752,3760.02%18,800CommonSOLE
349942102FSMFORTUNA MNG CORP$749,1330.02%153,197CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$746,5750.02%2,848CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$746,4900.02%210,279CommonSOLE
35953D104FUBOGBPFUBOTV INC$745,1590.02%600,935CommonSOLE
254423106DINDINE BRANDS GLOBAL INC$734,1720.02%20,281CommonSOLE
189054109CLXCLOROX CO DEL$727,5220.02%5,331CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$720,9270.02%34,777CommonSOLE
421298100HAYWHAYWARD HLDGS INC$714,1130.02%58,058CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$713,5270.02%5,163CommonSOLE
25609L105DCBODOCEBO INC$704,1480.02%18,228CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$699,9930.02%80,459CommonSOLE
737446104POSTPOST HLDGS INC$699,9550.02%6,720CommonSOLE
92539P101VERVE THERAPEUTICS INC$695,4680.02%142,514CommonSOLE
21871N101CXWCORECIVIC INC$693,8590.02%53,456CommonSOLE
405217100HAINHAIN CELESTIAL GROUP INC$690,7860.02%99,969CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$690,6100.02%14,014CommonSOLE
78349D107RXSTRXSIGHT INC$681,7860.01%11,331CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$672,8700.01%13,828CommonSOLE
G98196101W9N0WNS HLDGS LTD$672,3680.01%12,807CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$668,9270.01%12,562CommonSOLE
464287242LQDISHARES TR$664,1440.01%6,200CommonSOLE
87043Q108SGSWEETGREEN INC$662,1460.01%21,969CommonSOLE
68268W103OMFONEMAIN HLDGS INC$658,1550.01%13,573CommonSOLE
461202103INTUINTUIT$657,2100.01%1,000CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$651,9680.01%22,389CommonSOLE

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.