MondegarAI
CAPITAL FUND MANAGEMENT S.A.

Q3 2025 · 13F-HR

CAPITAL FUND MANAGEMENT S.A.holdings as filed

Filed 2025-11-13 · accession 0001323645-25-000009

$38.16B
Reported value
2,407
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · CAPITAL FUND MANAGEMENT S.A. · Q3 2025

AI · grounded in 13F

CAPITAL FUND MANAGEMENT S.A. established a new position in TSLA valued at $675.7M. The fund also initiated new stakes in NVDA for $599.1M and AAPL for $595.6M. Additional new positions include SPY at $525.2M and NFLX at $456.5M. Total AUM for the period stands at $38.2B across 1,220 positions.

Holdings as filed

First 500 of 2407

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$297.1M0.78%1,592,190CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$290.9M0.76%436,700PUTSHARED
037833100AAPLAPPLE INC$288.4M0.76%1,132,709CommonSHARED
88160R101TSLATESLA INC$283.0M0.74%636,321CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$234.3M0.61%351,700CALLSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$225.3M0.59%1,235,100CALLSHARED
595112103MUMICRON TECHNOLOGY INC$216.6M0.57%1,294,300PUTSHARED
88160R101TSLATESLA INC$208.9M0.55%469,700PUTSHARED
92189F106GDXVANECK ETF TRUST$191.4M0.50%2,505,500PUTSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$185.0M0.48%1,014,300PUTSHARED
88160R101TSLATESLA INC$183.8M0.48%413,400CALLSHARED
22160K105COSTCOSTCO WHSL CORP NEW$178.8M0.47%193,200CALLSHARED
46625H100JPMJPMORGAN CHASE & CO.$178.1M0.47%564,700PUTSHARED
64110L106NFLXNETFLIX INC$177.7M0.47%148,200CALLSHARED
11135F101AVGOBROADCOM INC$168.0M0.44%509,300CALLSHARED
770700102HOODROBINHOOD MKTS INC$165.4M0.43%1,155,100CALLSHARED
037833100AAPLAPPLE INC$165.4M0.43%649,400PUTSHARED
67066G104NVDANVIDIA CORPORATION$164.8M0.43%883,300PUTSHARED
91324P102UNHUNITEDHEALTH GROUP INC$163.4M0.43%473,100CALLSHARED
651639106NEMNEWMONT CORP$162.7M0.43%1,929,700CALLSHARED
64110L106NFLXNETFLIX INC$161.7M0.42%134,900PUTSHARED
11135F101AVGOBROADCOM INC$159.5M0.42%483,600PUTSHARED
594918104MSFTMICROSOFT CORP$152.1M0.40%293,738CommonSHARED
464287184FXIISHARES TR$151.1M0.40%3,673,700CALLSHARED
92189F106GDXVANECK ETF TRUST$149.6M0.39%1,958,300CALLSHARED
594918104MSFTMICROSOFT CORP$149.6M0.39%288,800CALLSHARED
166764100CVXCHEVRON CORP NEW$148.9M0.39%958,870CommonSHARED
037833100AAPLAPPLE INC$141.8M0.37%556,900CALLSHARED
19260Q107COINCOINBASE GLOBAL INC$141.0M0.37%417,900CALLSHARED
67066G104NVDANVIDIA CORPORATION$137.2M0.36%735,400CALLSHARED
38141G104GSGOLDMAN SACHS GROUP INC$135.1M0.35%169,600CALLSHARED
22160K105COSTCOSTCO WHSL CORP NEW$133.4M0.35%144,100PUTSHARED
042068205ARMARM HOLDINGS PLC$130.3M0.34%920,600PUTSHARED
81369Y209XLVSELECT SECTOR SPDR TR$127.4M0.33%915,600CALLSHARED
770700102HOODROBINHOOD MKTS INC$126.7M0.33%884,600PUTSHARED
595112103MUMICRON TECHNOLOGY INC$126.3M0.33%755,100CALLSHARED
81369Y886XLUSELECT SECTOR SPDR TR$125.9M0.33%1,444,100PUTSHARED
02079K305GOOGLALPHABET INC$125.7M0.33%516,900PUTSHARED
651639106NEMNEWMONT CORP$125.5M0.33%1,488,700PUTSHARED
097023105BABOEING CO$124.2M0.33%575,400CALLSHARED
46625H100JPMJPMORGAN CHASE & CO.$122.8M0.32%389,356CommonSHARED
594918104MSFTMICROSOFT CORP$121.3M0.32%234,200PUTSHARED
369604301GEGE AEROSPACE$120.3M0.32%399,868CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$117.6M0.31%348,500PUTSHARED
64110L106NFLXNETFLIX INC$117.1M0.31%97,669CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$113.8M0.30%226,400CALLSHARED
03831W108APPAPPLOVIN CORP$112.4M0.29%156,400CALLSHARED
023135106AMZNAMAZON COM INC$111.9M0.29%509,500PUTSHARED
78464A870XBISPDR SERIES TRUST$110.4M0.29%1,102,100PUTSHARED
02209S103MOALTRIA GROUP INC$110.1M0.29%1,666,347CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$108.1M0.28%387,000PUTSHARED
90353T100UBERUBER TECHNOLOGIES INC$107.9M0.28%1,101,200CALLSHARED
007903107AMDADVANCED MICRO DEVICES INC$106.7M0.28%659,600PUTSHARED
00724F101ADBEADOBE INC$103.0M0.27%292,064CommonSHARED
532457108LLYELI LILLY & CO$102.5M0.27%134,300PUTSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$102.1M0.27%203,000PUTSHARED
46120E602ISRGINTUITIVE SURGICAL INC$101.3M0.27%226,535CommonSHARED
717081103PFEPFIZER INC$101.0M0.26%3,962,000CALLSHARED
92189F676SMHVANECK ETF TRUST$99.9M0.26%306,000CALLSHARED
03831W108APPAPPLOVIN CORP$99.8M0.26%138,900PUTSHARED
747525103QCOMQUALCOMM INC$99.3M0.26%596,915CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$99.0M0.26%611,800CALLSHARED
023135106AMZNAMAZON COM INC$98.5M0.26%448,795CommonSHARED
580135101MCDMCDONALDS CORP$98.4M0.26%323,685CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$98.0M0.26%310,800CALLSHARED
172967424CCITIGROUP INC$98.0M0.26%965,500PUTSHARED
464287184FXIISHARES TR$97.9M0.26%2,379,000PUTSHARED
02079K305GOOGLALPHABET INC$97.5M0.26%400,900CALLSHARED
023135106AMZNAMAZON COM INC$96.4M0.25%439,100CALLSHARED
595112103MUMICRON TECHNOLOGY INC$95.5M0.25%570,776CommonSHARED
172967424CCITIGROUP INC$95.3M0.25%938,700CALLSHARED
539830109LMTLOCKHEED MARTIN CORP$92.6M0.24%185,500CALLSHARED
30231G102XOMEXXON MOBIL CORP$91.4M0.24%810,628CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$90.9M0.24%114,100PUTSHARED
58933Y105MRKMERCK & CO INC$90.6M0.24%1,079,700CALLSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$89.0M0.23%183,600CALLSHARED
68389X105ORCLORACLE CORP$87.5M0.23%311,100PUTSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$87.2M0.23%173,396CommonSHARED
00724F101ADBEADOBE INC$85.5M0.22%242,400CALLSHARED
81369Y209XLVSELECT SECTOR SPDR TR$84.9M0.22%610,200PUTSHARED
91324P102UNHUNITEDHEALTH GROUP INC$83.7M0.22%242,500PUTSHARED
75734B100RDDTREDDIT INC$83.4M0.22%362,500CALLSHARED
57636Q104MAMASTERCARD INCORPORATED$82.9M0.22%145,800PUTSHARED
81369Y605XLFSELECT SECTOR SPDR TR$82.8M0.22%1,537,100PUTSHARED
30303M102METAMETA PLATFORMS INC$82.7M0.22%112,600CALLSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$82.5M0.22%292,300CALLSHARED
369604301GEGE AEROSPACE$81.1M0.21%269,500CALLSHARED
92826C839VVISA INC$80.7M0.21%236,300CALLSHARED
931142103WMTWALMART INC$80.1M0.21%777,000PUTSHARED
30303M102METAMETA PLATFORMS INC$79.8M0.21%108,700PUTSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$79.7M0.21%162,500CALLSHARED
172967424CCITIGROUP INC$79.4M0.21%781,849CommonSHARED
81762P102NOWSERVICENOW INC$78.8M0.21%85,600PUTSHARED
532457108LLYELI LILLY & CO$78.3M0.21%102,600CALLSHARED
Q4982L109IRENIREN LIMITED$78.0M0.20%1,662,800CALLSHARED
30231G102XOMEXXON MOBIL CORP$77.4M0.20%686,700CALLSHARED
G1151C101ACNACCENTURE PLC IRELAND$77.2M0.20%313,047CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$77.0M0.20%157,000PUTSHARED
81369Y803XLKSELECT SECTOR SPDR TR$76.2M0.20%270,400CALLSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$76.1M0.20%109,000PUTSHARED
00724F101ADBEADOBE INC$75.7M0.20%214,700PUTSHARED
808513105SCHWSCHWAB CHARLES CORP$75.4M0.20%789,876CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$74.8M0.20%837,100PUTSHARED
92840M102VSTVISTRA CORP$74.4M0.20%379,900PUTSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$74.2M0.19%262,900PUTSHARED
81369Y886XLUSELECT SECTOR SPDR TR$73.8M0.19%846,500CALLSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$73.7M0.19%152,000PUTSHARED
910047109UALUNITED AIRLS HLDGS INC$73.5M0.19%761,200PUTSHARED
009066101ABNBAIRBNB INC$72.9M0.19%600,542CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$72.5M0.19%127,400CALLSHARED
92189F676SMHVANECK ETF TRUST$72.2M0.19%221,300PUTSHARED
58933Y105MRKMERCK & CO INC$71.9M0.19%856,800PUTSHARED
G1151C101ACNACCENTURE PLC IRELAND$71.4M0.19%289,700CALLSHARED
17275R102CSCOCISCO SYS INC$71.4M0.19%1,044,100PUTSHARED
36828A101GEVGE VERNOVA INC$71.3M0.19%116,025CALLSHARED
46222L108IONQIONQ INC$70.5M0.18%1,146,000PUTSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$70.5M0.18%298,500PUTSHARED
68389X105ORCLORACLE CORP$69.9M0.18%248,500CALLSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$68.8M0.18%246,500CALLSHARED
911312106UPSUNITED PARCEL SERVICE INC$68.4M0.18%818,400CALLSHARED
83406F102SOFISOFI TECHNOLOGIES INC$68.3M0.18%2,583,700CALLSHARED
79466L302CRMSALESFORCE INC$67.6M0.18%285,100PUTSHARED
G1151C101ACNACCENTURE PLC IRELAND$67.4M0.18%273,500PUTSHARED
46120E602ISRGINTUITIVE SURGICAL INC$67.0M0.18%149,800CALLSHARED
98978V103ZTSZOETIS INC$66.8M0.18%456,770CommonSHARED
040413205ANETARISTA NETWORKS INC$65.6M0.17%450,300CALLSHARED
369604301GEGE AEROSPACE$65.6M0.17%218,000PUTSHARED
949746101WMT2WELLS FARGO CO NEW$65.3M0.17%778,600CALLSHARED
478160104JNJJOHNSON & JOHNSON$64.9M0.17%350,200CALLSHARED
512807306LRCXLAM RESEARCH CORP$64.0M0.17%477,808CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$64.0M0.17%314,200CALLSHARED
92826C839VVISA INC$63.7M0.17%186,500PUTSHARED
097023105BABOEING CO$63.6M0.17%294,500PUTSHARED
550021109LULULULULEMON ATHLETICA INC$63.4M0.17%356,300CALLSHARED
81369Y506XLESELECT SECTOR SPDR TR$62.6M0.16%700,900CALLSHARED
437076102HDHOME DEPOT INC$62.4M0.16%154,100PUTSHARED
025816109AXPAMERICAN EXPRESS CO$62.1M0.16%186,900PUTSHARED
81369Y407XLYSELECT SECTOR SPDR TR$61.8M0.16%257,900CALLSHARED
75734B100RDDTREDDIT INC$61.4M0.16%266,800PUTSHARED
031162100AMGNAMGEN INC$61.3M0.16%217,100CALLSHARED
458140100INTCINTEL CORP$60.8M0.16%1,811,100PUTSHARED
81141R100SESEA LTD$60.7M0.16%339,888CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$60.4M0.16%1,121,600CALLSHARED
931142103WMTWALMART INC$60.3M0.16%584,800CALLSHARED
81369Y605XLFSELECT SECTOR SPDR TR$60.1M0.16%1,115,593CommonSHARED
37045V100GMGENERAL MTRS CO$60.0M0.16%983,300CALLSHARED
83406F102SOFISOFI TECHNOLOGIES INC$59.8M0.16%2,263,900PUTSHARED
654106103NKENIKE INC$59.6M0.16%855,000CALLSHARED
458140100INTCINTEL CORP$59.5M0.16%1,773,900CALLSHARED
92189F106GDXVANECK ETF TRUST$59.0M0.15%772,186CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$58.9M0.15%10,900CALLSHARED
98138H101WDAYWORKDAY INC$58.5M0.15%242,849CommonSHARED
855244109SBUXSTARBUCKS CORP$58.3M0.15%689,500CALLSHARED
512807306LRCXLAM RESEARCH CORP$58.1M0.15%433,700PUTSHARED
92343V104VZVERIZON COMMUNICATIONS INC$57.7M0.15%1,312,800PUTSHARED
23331A109DHID R HORTON INC$57.4M0.15%338,900CALLSHARED
773121108RKLBROCKET LAB CORP$57.3M0.15%1,196,800PUTSHARED
747525103QCOMQUALCOMM INC$56.8M0.15%341,500PUTSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$56.7M0.15%1,257,700CALLSHARED
90353T100UBERUBER TECHNOLOGIES INC$56.4M0.15%575,800PUTSHARED
172573107CRCLCIRCLE INTERNET GROUP INC$56.4M0.15%425,413CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$56.2M0.15%199,300PUTSHARED
81762P102NOWSERVICENOW INC$56.0M0.15%60,900CALLSHARED
026874784AIGAMERICAN INTL GROUP INC$55.9M0.15%712,233CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$55.9M0.15%274,500PUTSHARED
254687106DISDISNEY WALT CO$55.1M0.14%481,500PUTSHARED
82509L107SHOPSHOPIFY INC$54.9M0.14%369,500PUTSHARED
254687106DISDISNEY WALT CO$54.5M0.14%475,700CALLSHARED
46120E602ISRGINTUITIVE SURGICAL INC$54.4M0.14%121,600PUTSHARED
88579Y101MMM3M CO$54.3M0.14%349,700PUTSHARED
260557103DOWDOW INC$54.2M0.14%2,362,700PUTSHARED
30231G102XOMEXXON MOBIL CORP$54.1M0.14%480,000PUTSHARED
19260Q107COINCOINBASE GLOBAL INC$53.9M0.14%159,810CommonSHARED
79466L302CRMSALESFORCE INC$53.5M0.14%225,700CALLSHARED
743315103PGRPROGRESSIVE CORP$53.4M0.14%216,145CommonSHARED
032095101APHAMPHENOL CORP NEW$53.4M0.14%431,300CALLSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$53.2M0.14%1,179,800PUTSHARED
78464A870XBISPDR SERIES TRUST$53.0M0.14%528,700CALLSHARED
464286400EWZISHARES INC$53.0M0.14%1,708,831CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$52.7M0.14%539,406CommonSHARED
042068205ARMARM HOLDINGS PLC$52.6M0.14%372,000CALLSHARED
149123101CATCATERPILLAR INC$52.4M0.14%109,763CommonSHARED
02156V109OKLOOKLO INC$52.1M0.14%466,900PUTSHARED
025816109AXPAMERICAN EXPRESS CO$52.0M0.14%156,600CALLSHARED
717081103PFEPFIZER INC$51.4M0.13%2,017,700PUTSHARED
742718109PGPROCTER AND GAMBLE CO$51.4M0.13%334,400CALLSHARED
437076102HDHOME DEPOT INC$50.9M0.13%125,700CALLSHARED
380237107GDDYGODADDY INC$50.9M0.13%371,963CommonSHARED
337738108FISVFISERV INC$50.6M0.13%392,313CommonSHARED
21873S108CRWVCOREWEAVE INC$50.5M0.13%369,300CALLSHARED
008474108AEMAGNICO EAGLE MINES LTD$50.2M0.13%297,800CALLSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$50.0M0.13%1,108,457CommonSHARED
92840M102VSTVISTRA CORP$49.6M0.13%253,000CALLSHARED
958102105WDCWESTERN DIGITAL CORP$49.5M0.13%412,500PUTSHARED
87612E106TGTTARGET CORP$49.5M0.13%551,300CALLSHARED
82509L107SHOPSHOPIFY INC$49.4M0.13%332,300CALLSHARED
833445109SNOWSNOWFLAKE INC$49.3M0.13%218,700CALLSHARED
882508104TXNTEXAS INSTRS INC$49.2M0.13%267,662CommonSHARED
478160104JNJJOHNSON & JOHNSON$48.8M0.13%263,400PUTSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$48.5M0.13%69,500CALLSHARED
718172109PMPHILIP MORRIS INTL INC$48.3M0.13%297,703CommonSHARED
88579Y101MMM3M CO$48.0M0.13%309,300CALLSHARED
70450Y103PYPLPAYPAL HLDGS INC$47.8M0.13%712,700PUTSHARED
882508104TXNTEXAS INSTRS INC$47.2M0.12%256,800PUTSHARED
629377508NRGNRG ENERGY INC$46.9M0.12%289,520CommonSHARED
747525103QCOMQUALCOMM INC$46.9M0.12%281,700CALLSHARED
166764100CVXCHEVRON CORP NEW$46.9M0.12%301,700CALLSHARED
573874104MRVLMARVELL TECHNOLOGY INC$46.7M0.12%556,000CALLSHARED
910047109UALUNITED AIRLS HLDGS INC$46.2M0.12%478,800CALLSHARED
31428X106FDXFEDEX CORP$46.1M0.12%195,396CommonSHARED
038222105AMATAPPLIED MATLS INC$46.0M0.12%224,900PUTSHARED
02156V109OKLOOKLO INC$45.4M0.12%406,500CALLSHARED
77543R102ROKUROKU INC$45.3M0.12%452,231CommonSHARED
060505104BACBANK AMERICA CORP$45.3M0.12%877,400PUTSHARED
008474108AEMAGNICO EAGLE MINES LTD$45.3M0.12%268,500PUTSHARED
70450Y103PYPLPAYPAL HLDGS INC$45.2M0.12%674,700CALLSHARED
23804L103DDOGDATADOG INC$45.0M0.12%315,700CALLSHARED
438516106HONHONEYWELL INTL INC$44.9M0.12%213,066CommonSHARED
00287Y109ABBVABBVIE INC$44.8M0.12%193,493CommonSHARED
58933Y105MRKMERCK & CO INC$44.8M0.12%533,350CommonSHARED
949746101WMT2WELLS FARGO CO NEW$44.7M0.12%533,300PUTSHARED
00287Y109ABBVABBVIE INC$44.6M0.12%192,800PUTSHARED
35137L105FOXAFOX CORP$44.5M0.12%706,188CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$44.4M0.12%89,000PUTSHARED
617446448MSMORGAN STANLEY$44.4M0.12%279,238CommonSHARED
79466L302CRMSALESFORCE INC$44.4M0.12%187,240CommonSHARED
247361702DALDELTA AIR LINES INC DEL$44.3M0.12%781,200PUTSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$44.2M0.12%158,181CommonSHARED
654106103NKENIKE INC$43.8M0.11%628,000PUTSHARED
81369Y407XLYSELECT SECTOR SPDR TR$43.7M0.11%182,200PUTSHARED
260557103DOWDOW INC$42.9M0.11%1,872,900CALLSHARED
617446448MSMORGAN STANLEY$42.9M0.11%269,600PUTSHARED
92537N108VRTVERTIV HOLDINGS CO$42.8M0.11%284,000PUTSHARED
518439104ELLAUDER ESTEE COS INC$42.8M0.11%485,600CALLSHARED
06849F108BBARRICK MNG CORP$42.5M0.11%1,295,477CommonSHARED
500754106KHCKRAFT HEINZ CO$42.1M0.11%1,615,000PUTSHARED
031162100AMGNAMGEN INC$41.9M0.11%148,300PUTSHARED
550021109LULULULULEMON ATHLETICA INC$41.7M0.11%234,500PUTSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$41.6M0.11%246,941CommonSHARED
713448108PEPPEPSICO INC$41.5M0.11%295,200CALLSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$41.1M0.11%640,700CALLSHARED
617446448MSMORGAN STANLEY$41.1M0.11%258,300CALLSHARED
194162103CLCOLGATE PALMOLIVE CO$41.0M0.11%512,900CALLSHARED
464287655IWMISHARES TR$40.8M0.11%168,600PUTSHARED
336433107FSLRFIRST SOLAR INC$40.8M0.11%184,800PUTSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$40.6M0.11%172,200CALLSHARED
718172109PMPHILIP MORRIS INTL INC$40.5M0.11%249,900CALLSHARED
370334104GISGENERAL MLS INC$40.5M0.11%803,800CALLSHARED
406216101HALHALLIBURTON CO$40.3M0.11%1,637,900PUTSHARED
15101Q207CLSCELESTICA INC$40.1M0.11%162,700PUTSHARED
31428X106FDXFEDEX CORP$40.0M0.10%169,600PUTSHARED
N07059210ASMLASML HOLDING N V$39.9M0.10%41,200PUTSHARED
580135101MCDMCDONALDS CORP$39.7M0.10%130,800PUTSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$39.7M0.10%618,800PUTSHARED
580135101MCDMCDONALDS CORP$39.3M0.10%129,400CALLSHARED
15101Q207CLSCELESTICA INC$39.2M0.10%159,000CALLSHARED
Q4982L109IRENIREN LIMITED$39.1M0.10%833,000PUTSHARED
060505104BACBANK AMERICA CORP$38.9M0.10%753,300CALLSHARED
934423104WBDWARNER BROS DISCOVERY INC$38.8M0.10%1,986,400PUTSHARED
24703L202DELLDELL TECHNOLOGIES INC$38.8M0.10%273,400PUTSHARED
235851102DHRDANAHER CORPORATION$38.7M0.10%195,300PUTSHARED
91332U101UUNITY SOFTWARE INC$38.5M0.10%961,700CALLSHARED
855244109SBUXSTARBUCKS CORP$38.5M0.10%454,500PUTSHARED
773121108RKLBROCKET LAB CORP$38.2M0.10%798,200CALLSHARED
345370860FFORD MTR CO$38.2M0.10%3,193,900CALLSHARED
670100205NVONOVO-NORDISK A S$38.1M0.10%687,400CALLSHARED
461202103INTUINTUIT$38.1M0.10%55,792CommonSHARED
23804L103DDOGDATADOG INC$38.1M0.10%267,400PUTSHARED
548661107LOWLOWES COS INC$37.9M0.10%151,000CALLSHARED
565788106MARAMARA HOLDINGS INC$37.9M0.10%2,076,029CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$37.8M0.10%336,097CommonSHARED
146869102CVNACARVANA CO$37.8M0.10%100,200PUTSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$37.7M0.10%54,061CommonSHARED
78468R556XOPSPDR SERIES TRUST$37.7M0.10%284,800PUTSHARED
718172109PMPHILIP MORRIS INTL INC$37.1M0.10%228,700PUTSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$37.0M0.10%944,200PUTSHARED
040413205ANETARISTA NETWORKS INC$36.9M0.10%253,300PUTSHARED
500754106KHCKRAFT HEINZ CO$36.8M0.10%1,415,100CALLSHARED
21873S108CRWVCOREWEAVE INC$36.6M0.10%267,271CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$36.5M0.10%360,400CALLSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$36.3M0.10%740,700CALLSHARED
149123101CATCATERPILLAR INC$36.3M0.10%76,100PUTSHARED
674599105OXYOCCIDENTAL PETE CORP$36.3M0.10%767,700CALLSHARED
38141G104GSGOLDMAN SACHS GROUP INC$36.2M0.09%45,449CommonSHARED
03743Q108APAAPA CORPORATION$36.2M0.09%1,490,626CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$36.2M0.09%1,852,800CALLSHARED
21037T109CEGCONSTELLATION ENERGY CORP$36.1M0.09%109,600PUTSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$36.0M0.09%523,400CommonSHARED
166764100CVXCHEVRON CORP NEW$36.0M0.09%231,800PUTSHARED
771049103RBLXROBLOX CORP$36.0M0.09%259,700PUTSHARED
008474108AEMAGNICO EAGLE MINES LTD$35.8M0.09%212,534CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$35.7M0.09%910,644CommonSHARED
65339F101NEENEXTERA ENERGY INC$35.5M0.09%470,300CALLSHARED
12572Q105CMECME GROUP INC$35.1M0.09%129,903CommonSHARED
247361702DALDELTA AIR LINES INC DEL$35.0M0.09%617,600CALLSHARED
233051879ASHRDBX ETF TR$35.0M0.09%1,061,600CALLSHARED
682680103OKEONEOK INC NEW$34.9M0.09%478,300CALLSHARED
464287655IWMISHARES TR$34.9M0.09%144,100CALLSHARED
29355A107ENPHENPHASE ENERGY INC$34.8M0.09%984,600CALLSHARED
13321L108CCJCAMECO CORP$34.8M0.09%414,900CALLSHARED
573874104MRVLMARVELL TECHNOLOGY INC$34.8M0.09%413,600PUTSHARED
86800U302SMCISUPER MICRO COMPUTER INC$34.6M0.09%721,500CALLSHARED
18915M107NETCLOUDFLARE INC$34.5M0.09%161,000CALLSHARED
58733R102MELIMERCADOLIBRE INC$34.4M0.09%14,721CommonSHARED
87612E106TGTTARGET CORP$34.3M0.09%382,400PUTSHARED
682189105ONON SEMICONDUCTOR CORP$34.2M0.09%694,400PUTSHARED
126650100CVSCVS HEALTH CORP$33.7M0.09%447,500CALLSHARED
86800U302SMCISUPER MICRO COMPUTER INC$33.7M0.09%703,200PUTSHARED
92537N108VRTVERTIV HOLDINGS CO$33.7M0.09%223,200CALLSHARED
433000106HIMSHIMS & HERS HEALTH INC$33.6M0.09%591,800PUTSHARED
143658300CCL1EURCARNIVAL CORP$33.5M0.09%1,160,300PUTSHARED
13321L108CCJCAMECO CORP$33.3M0.09%397,300PUTSHARED
512807306LRCXLAM RESEARCH CORP$33.3M0.09%248,500CALLSHARED
70450Y103PYPLPAYPAL HLDGS INC$33.3M0.09%496,132CommonSHARED
032095101APHAMPHENOL CORP NEW$33.3M0.09%268,700PUTSHARED
806857108SLBSCHLUMBERGER LTD$33.1M0.09%964,100CALLSHARED
09260D107BXBLACKSTONE INC$33.1M0.09%193,800PUTSHARED
110448107BTIBRITISH AMERN TOB PLC$33.1M0.09%623,287CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$33.1M0.09%58,834CommonSHARED
464288752ITBISHARES TR$33.0M0.09%307,800PUTSHARED
500767306KWEBKRANESHARES TRUST$32.8M0.09%781,200CALLSHARED
171779309CIENCIENA CORP$32.4M0.08%222,544CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$32.3M0.08%386,500PUTSHARED
040413205ANETARISTA NETWORKS INC$32.2M0.08%220,859CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$32.1M0.08%116,761CommonSHARED
461202103INTUINTUIT$32.0M0.08%46,900PUTSHARED
37045V100GMGENERAL MTRS CO$32.0M0.08%524,200PUTSHARED
83304A106SNAPSNAP INC$31.9M0.08%4,141,470CommonSHARED
00206R102TAT&T INC$31.8M0.08%1,127,400PUTSHARED
90138F102TWLOTWILIO INC$31.8M0.08%317,856CommonSHARED
500767306KWEBKRANESHARES TRUST$31.8M0.08%755,900PUTSHARED
464286400EWZISHARES INC$31.7M0.08%1,023,800CALLSHARED
336433107FSLRFIRST SOLAR INC$31.6M0.08%143,200CALLSHARED
91912E105VALEVALE S A$31.4M0.08%2,894,200CALLSHARED
36828A101GEVGE VERNOVA INC$31.4M0.08%51,050PUTSHARED
46222L108IONQIONQ INC$31.3M0.08%509,400CALLSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$30.7M0.08%111,700PUTSHARED
285512109EAELECTRONIC ARTS INC$30.7M0.08%152,092CommonSHARED
04626A103ALABASTERA LABS INC$30.5M0.08%156,000PUTSHARED
235851102DHRDANAHER CORPORATION$30.5M0.08%153,700CALLSHARED
713448108PEPPEPSICO INC$30.4M0.08%216,800PUTSHARED
443201108HWMHOWMET AEROSPACE INC$30.4M0.08%155,100CALLSHARED
345370860FFORD MTR CO$30.4M0.08%2,542,700PUTSHARED
15135B101CNCCENTENE CORP DEL$30.4M0.08%851,600CALLSHARED
60770K107MRNAMODERNA INC$30.4M0.08%1,175,765CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$30.3M0.08%213,800CALLSHARED
126650100CVSCVS HEALTH CORP$30.3M0.08%401,600PUTSHARED
002824100ABTABBOTT LABS$30.2M0.08%225,800PUTSHARED
29355A107ENPHENPHASE ENERGY INC$30.1M0.08%850,400PUTSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$30.0M0.08%766,700CALLSHARED
674599105OXYOCCIDENTAL PETE CORP$29.9M0.08%633,800PUTSHARED
65339F101NEENEXTERA ENERGY INC$29.8M0.08%394,900PUTSHARED
21036P108STZCONSTELLATION BRANDS INC$29.7M0.08%220,700CALLSHARED
29786A106ETSYETSY INC$29.6M0.08%446,415CommonSHARED
443573100HUBSHUBSPOT INC$29.5M0.08%63,065CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$29.4M0.08%129,300CALLSHARED
36828A101GEVGE VERNOVA INC$29.4M0.08%47,774CommonSHARED
04626A103ALABASTERA LABS INC$29.2M0.08%149,200CALLSHARED
863667101SYKSTRYKER CORPORATION$29.2M0.08%78,910CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$29.2M0.08%88,600CALLSHARED
78464A888XHBSPDR SERIES TRUST$29.1M0.08%262,200PUTSHARED
23331A109DHID R HORTON INC$28.9M0.08%170,700PUTSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$28.9M0.08%68,889CommonSHARED
609207105MDLZMONDELEZ INTL INC$28.8M0.08%461,300CALLSHARED
852234103XYZBLOCK INC$28.7M0.08%396,700PUTSHARED
693475105PNCPNC FINL SVCS GROUP INC$28.7M0.08%142,613CommonSHARED
88339J105TTDTHE TRADE DESK INC$28.6M0.07%583,300CALLSHARED
75513E101RTXRTX CORPORATION$28.6M0.07%170,700PUTSHARED
91680M107UPSTUPSTART HLDGS INC$28.6M0.07%562,108CommonSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$28.5M0.07%88,200CALLSHARED
550021109LULULULULEMON ATHLETICA INC$28.4M0.07%159,591CommonSHARED
882508104TXNTEXAS INSTRS INC$28.3M0.07%153,800CALLSHARED
92343V104VZVERIZON COMMUNICATIONS INC$28.3M0.07%642,800CALLSHARED
776696106ROPROPER TECHNOLOGIES INC$27.9M0.07%55,948CommonSHARED
548661107LOWLOWES COS INC$27.8M0.07%110,700PUTSHARED
833445109SNOWSNOWFLAKE INC$27.8M0.07%123,300PUTSHARED
012653101ALBALBEMARLE CORP$27.7M0.07%341,798CommonSHARED
949746101WMT2WELLS FARGO CO NEW$27.6M0.07%329,266CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$27.6M0.07%2,452,900CALLSHARED
806857108SLBSCHLUMBERGER LTD$27.6M0.07%801,800PUTSHARED
194162103CLCOLGATE PALMOLIVE CO$27.6M0.07%344,700PUTSHARED
038222105AMATAPPLIED MATLS INC$27.5M0.07%134,200CALLSHARED
12572Q105CMECME GROUP INC$27.4M0.07%101,300CALLSHARED
464287515IGVISHARES TR$27.3M0.07%237,500PUTSHARED
20030N101CMCSACOMCAST CORP NEW$27.3M0.07%869,300CALLSHARED
958102105WDCWESTERN DIGITAL CORP$27.2M0.07%226,151CommonSHARED
303250104FICOFAIR ISAAC CORP$27.0M0.07%18,049CommonSHARED
29355A107ENPHENPHASE ENERGY INC$27.0M0.07%762,346CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$26.9M0.07%294,721CommonSHARED
91332U101UUNITY SOFTWARE INC$26.9M0.07%672,600PUTSHARED
81369Y308XLPSELECT SECTOR SPDR TR$26.8M0.07%342,100PUTSHARED
001055102AFLAFLAC INC$26.8M0.07%239,762CommonSHARED
06849F108BBARRICK MNG CORP$26.8M0.07%816,800PUTSHARED
03076C106AMPAMERIPRISE FINL INC$26.6M0.07%54,230CommonSHARED
464286806EWGISHARES INC$26.6M0.07%638,800PUTSHARED
053774105CARAVIS BUDGET GROUP$26.5M0.07%165,000PUTSHARED
146869102CVNACARVANA CO$26.5M0.07%70,200CALLSHARED
053774105CARAVIS BUDGET GROUP$26.4M0.07%164,100CALLSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$26.3M0.07%382,100CALLSHARED
17275R102CSCOCISCO SYS INC$26.2M0.07%382,900CALLSHARED
09260D107BXBLACKSTONE INC$26.2M0.07%153,199CommonSHARED
370334104GISGENERAL MLS INC$26.1M0.07%518,100PUTSHARED
553368101MPMP MATERIALS CORP$26.1M0.07%389,244CommonSHARED
88579Y101MMM3M CO$26.1M0.07%168,233CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$26.1M0.07%28,160CommonSHARED
464286400EWZISHARES INC$26.0M0.07%837,100PUTSHARED
60937P106MDBMONGODB INC$25.9M0.07%83,600CALLSHARED
78464A698KRESPDR SERIES TRUST$25.9M0.07%409,400PUTSHARED
06849F108BBARRICK MNG CORP$25.9M0.07%789,400CALLSHARED
189054109CLXCLOROX CO DEL$25.8M0.07%209,500CALLSHARED
880770102TERTERADYNE INC$25.8M0.07%187,613CommonSHARED
009066101ABNBAIRBNB INC$25.6M0.07%210,900PUTSHARED
78464A698KRESPDR SERIES TRUST$25.6M0.07%404,400CALLSHARED
594972408MSTRSTRATEGY INC$25.4M0.07%78,800PUTSHARED
02209S103MOALTRIA GROUP INC$25.4M0.07%383,900CALLSHARED
464287515IGVISHARES TR$25.3M0.07%219,800CALLSHARED
670100205NVONOVO-NORDISK A S$25.2M0.07%453,400PUTSHARED
18915M107NETCLOUDFLARE INC$25.1M0.07%117,200PUTSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$25.0M0.07%77,400PUTSHARED
958102105WDCWESTERN DIGITAL CORP$25.0M0.07%208,100CALLSHARED
25179M103DVNDEVON ENERGY CORP NEW$24.8M0.07%708,700PUTSHARED
191216100KOCOCA COLA CO$24.8M0.06%373,900CALLSHARED
59156R108METMETLIFE INC$24.7M0.06%300,330CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$24.7M0.06%347,893CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$24.6M0.06%242,907CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$24.6M0.06%140,537CommonSHARED
464288752ITBISHARES TR$24.5M0.06%228,800CALLSHARED
629377508NRGNRG ENERGY INC$24.5M0.06%151,100CALLSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$24.5M0.06%75,700PUTSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$24.2M0.06%88,000CALLSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$24.0M0.06%349,100PUTSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$24.0M0.06%489,300PUTSHARED
002896207ANFABERCROMBIE & FITCH CO$24.0M0.06%280,269CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$23.9M0.06%222,021CommonSHARED
219350105GLWCORNING INC$23.9M0.06%290,888CommonSHARED
767204100RIORIO TINTO PLC$23.8M0.06%361,035CommonSHARED
244199105DEDEERE & CO$23.8M0.06%52,109CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$23.8M0.06%679,319CommonSHARED
872590104TMUST-MOBILE US INC$23.8M0.06%99,299CommonSHARED
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$23.7M0.06%163,000PUTSHARED
452327109ILMNILLUMINA INC$23.7M0.06%249,868CommonSHARED
375558103GILDGILEAD SCIENCES INC$23.7M0.06%213,400CALLSHARED
34959E109FTNTFORTINET INC$23.6M0.06%281,000CALLSHARED
880770102TERTERADYNE INC$23.6M0.06%171,500CALLSHARED
15118V207CELHCELSIUS HLDGS INC$23.6M0.06%409,700CALLSHARED
526057104LENLENNAR CORP$23.5M0.06%186,700PUTSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$23.5M0.06%350,138CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$23.4M0.06%245,500PUTSHARED
773903109ROKROCKWELL AUTOMATION INC$23.4M0.06%66,931CommonSHARED
404280406HSBCHSBC HLDGS PLC$23.4M0.06%329,535CommonSHARED
337738108FISVFISERV INC$23.3M0.06%181,000CALLSHARED
291011104EMREMERSON ELEC CO$23.2M0.06%177,100CALLSHARED
406216101HALHALLIBURTON CO$23.2M0.06%943,400CALLSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$23.2M0.06%89,286CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$23.1M0.06%171,600PUTSHARED
852234103XYZBLOCK INC$23.0M0.06%318,900CALLSHARED
83406F102SOFISOFI TECHNOLOGIES INC$23.0M0.06%870,596CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$23.0M0.06%172,500PUTSHARED
771049103RBLXROBLOX CORP$23.0M0.06%165,800CALLSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$22.9M0.06%100,400PUTSHARED
91913Y100VLOVALERO ENERGY CORP$22.8M0.06%134,167CommonSHARED
34959E109FTNTFORTINET INC$22.7M0.06%270,100PUTSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$22.6M0.06%87,100PUTSHARED
443201108HWMHOWMET AEROSPACE INC$22.6M0.06%115,100PUTSHARED
880770102TERTERADYNE INC$22.5M0.06%163,200PUTSHARED
433000106HIMSHIMS & HERS HEALTH INC$22.4M0.06%395,600CALLSHARED
30212P303EXPEEXPEDIA GROUP INC$22.2M0.06%103,702CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$22.1M0.06%218,500PUTSHARED
571748102MRSHMARSH & MCLENNAN COS INC$22.1M0.06%109,744CommonSHARED
464287465EFAISHARES TR$22.1M0.06%236,700PUTSHARED
20030N101CMCSACOMCAST CORP NEW$22.1M0.06%702,900PUTSHARED
88339J105TTDTHE TRADE DESK INC$22.0M0.06%449,400PUTSHARED
464286772EWYISHARES INC$22.0M0.06%274,400CALLSHARED
00206R102TAT&T INC$21.9M0.06%775,500CALLSHARED
718546104PSXPHILLIPS 66$21.9M0.06%160,984CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$21.9M0.06%67,600CALLSHARED
14040H105COFCAPITAL ONE FINL CORP$21.8M0.06%102,700PUTSHARED
30161Q104EXELEXELIXIS INC$21.8M0.06%528,503CommonSHARED
902973304USBUS BANCORP DEL$21.7M0.06%448,800CALLSHARED
464287515IGVISHARES TR$21.5M0.06%187,218CommonSHARED
907818108UNPUNION PAC CORP$21.5M0.06%90,882CommonSHARED
532457108LLYELI LILLY & CO$21.5M0.06%28,145CommonSHARED
G54950103LINLINDE PLC$21.5M0.06%45,200CALLSHARED
891160509TDTORONTO DOMINION BK ONT$21.4M0.06%268,100CALLSHARED
969457100WMBWILLIAMS COS INC$21.4M0.06%337,800CALLSHARED
756109104OREALTY INCOME CORP$21.4M0.06%351,500CALLSHARED
872590104TMUST-MOBILE US INC$21.3M0.06%89,000CALLSHARED
146869102CVNACARVANA CO$21.2M0.06%56,281CommonSHARED
78468R556XOPSPDR SERIES TRUST$21.2M0.06%160,500CALLSHARED
609207105MDLZMONDELEZ INTL INC$21.2M0.06%339,300PUTSHARED
444859102HUMHUMANA INC$21.1M0.06%81,275CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$21.1M0.06%158,205CommonSHARED
23804L103DDOGDATADOG INC$21.0M0.06%147,607CommonSHARED
366651107ITGARTNER INC$21.0M0.06%79,918CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$21.0M0.05%37,300CALLSHARED
81369Y886XLUSELECT SECTOR SPDR TR$21.0M0.05%240,461CommonSHARED
209115104EDCONSOLIDATED EDISON INC$20.9M0.05%207,718CommonSHARED
032654105ADIANALOG DEVICES INC$20.8M0.05%84,700PUTSHARED
81369Y308XLPSELECT SECTOR SPDR TR$20.7M0.05%264,500CALLSHARED
134429109CPBTHE CAMPBELLS COMPANY$20.7M0.05%654,100CALLSHARED

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.