MondegarAI
Hudson Bay Capital Management LP

Q1 2025 · 13F-HR

Hudson Bay Capital Management LPholdings as filed

Filed 2025-05-14 · accession 0001393825-25-000010

$32.43B
Reported value
1,271
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1271

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.28B3.95%11,827,400PUTSOLE
67066G104NVDANVIDIA CORPORATION$1.10B3.40%10,168,446CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$832.8M2.57%1,488,700PUTSOLE
464288513HYGISHARES TR$816.5M2.52%10,350,000PUTSOLE
464287655IWMISHARES TR$738.1M2.28%3,700,000PUTSOLE
88160R101TSLATESLA INC$675.9M2.08%2,608,000PUTSOLE
46090E103QQQINVESCO QQQ TR$605.4M1.87%1,291,000CALLSOLE
594918104MSFTMICROSOFT CORP$564.8M1.74%1,504,500PUTSOLE
88160R101TSLATESLA INC$519.8M1.60%2,005,697CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$488.1M1.50%4,750,600PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$452.7M1.40%850,000PUTSOLE
023135106AMZNAMAZON COM INC$447.1M1.38%2,349,900PUTSOLE
649445400FLGFLAGSTAR FINANCIAL INC$403.1M1.24%34,689,439CommonSOLE
037833100AAPLAPPLE INC$387.8M1.20%1,745,900PUTSOLE
037833100AAPLAPPLE INC$382.3M1.18%1,721,237CommonSOLE
532457108LLYELI LILLY & CO$323.0M1.00%391,083CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$315.6M0.97%311,387,000CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$288.0M0.89%117,098,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$279.7M0.86%500,000CALLSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$251.3M0.77%224,060,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$246.0M0.76%1,428,500PUTSOLE
023135106AMZNAMAZON COM INC$243.2M0.75%1,278,387CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$240.7M0.74%1,449,700PUTSOLE
464287655IWMISHARES TR$240.5M0.74%1,205,533CommonSOLE
594972408MSTRMICROSTRATEGY INC$237.7M0.73%824,600PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$236.2M0.73%443,510CommonSOLE
594918104MSFTMICROSOFT CORP$235.4M0.73%627,129CommonSOLE
42809H107HESHESS CORP$224.6M0.69%1,405,967CommonSOLE
02079K305GOOGLALPHABET INC$223.5M0.69%1,445,101CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$211.5M0.65%1,227,973CommonSOLE
097023105BABOEING CO$210.3M0.65%1,232,900PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$209.0M0.64%2,034,319CommonSOLE
594972408MSTRMICROSTRATEGY INC$207.8M0.64%720,992CommonSOLE
060505104BACBANK AMERICA CORP$200.4M0.62%4,802,372CommonSOLE
256746108DLTRDOLLAR TREE INC$187.7M0.58%2,500,000PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$183.6M0.57%1,106,199CommonSOLE
02079K305GOOGLALPHABET INC$173.6M0.54%1,122,900PUTSOLE
532457108LLYELI LILLY & CO$167.7M0.52%203,100PUTSOLE
11135F101AVGOBROADCOM INC$165.1M0.51%985,900PUTSOLE
031162100AMGNAMGEN INC$163.5M0.50%524,800PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$161.9M0.50%1,576,000CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$159.8M0.49%300,000CALLSOLE
718172109PMPHILIP MORRIS INTL INC$159.6M0.49%1,005,700PUTSOLE
718172109PMPHILIP MORRIS INTL INC$159.1M0.49%1,002,602CommonSOLE
256746108DLTRDOLLAR TREE INC$153.1M0.47%2,039,000CommonSOLE
055622104BPBP PLC$152.1M0.47%4,500,000CommonSOLE
02079K107GOOGALPHABET INC$149.5M0.46%956,990CommonSOLE
00287Y109ABBVABBVIE INC$147.5M0.45%703,900PUTSOLE
893830BW8TRANSOCEAN INC$146.6M0.45%120,466,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$141.5M0.44%1,941,814CommonSOLE
060505104BACBANK AMERICA CORP$140.9M0.43%3,376,000PUTSOLE
88160R101TSLATESLA INC$138.7M0.43%535,200CALLSOLE
00287Y109ABBVABBVIE INC$136.4M0.42%650,871CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$135.4M0.42%1,858,100PUTSOLE
46090E103QQQINVESCO QQQ TR$129.7M0.40%276,635CommonSOLE
254687106DISDISNEY WALT CO$129.1M0.40%1,308,184CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$128.5M0.40%131,901,000CommonSOLE
042068205ARMARM HOLDINGS PLC$128.1M0.40%1,200,000PUTSOLE
032654105ADIANALOG DEVICES INC$121.3M0.37%601,700PUTSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$121.2M0.37%114,225,000CommonSOLE
594918104MSFTMICROSOFT CORP$120.6M0.37%321,300CALLSOLE
N07059210ASMLASML HOLDING N V$120.5M0.37%181,800PUTSOLE
00724F101ADBEADOBE INC$120.0M0.37%312,800PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$119.5M0.37%213,671CommonSOLE
893830BT5TRANSOCEAN INC$118.1M0.36%115,877,000CommonSOLE
882508104TXNTEXAS INSTRS INC$116.5M0.36%648,300PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$116.1M0.36%647,414CommonSOLE
30303M102METAMETA PLATFORMS INC$114.4M0.35%198,500PUTSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$113.7M0.35%4,110,100CommonSOLE
097023105BABOEING CO$109.0M0.34%639,332CommonSOLE
032654105ADIANALOG DEVICES INC$108.8M0.34%539,719CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$108.1M0.33%218,200PUTSOLE
00724F101ADBEADOBE INC$105.7M0.33%275,500CommonSOLE
N07059210ASMLASML HOLDING N V$103.9M0.32%156,751CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$102.0M0.31%1,562,600PUTSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$100.7M0.31%101,000,000CommonSOLE
58933Y105MRKMERCK & CO INC$99.6M0.31%1,109,500PUTSOLE
67066G104NVDANVIDIA CORPORATION$98.7M0.30%911,000CALLSOLE
172967424CCITIGROUP INC$98.0M0.30%1,380,108CommonSOLE
172967424CCITIGROUP INC$97.8M0.30%1,377,600PUTSOLE
64110L106NFLXNETFLIX INC$97.4M0.30%104,500PUTSOLE
25809K105DASHDOORDASH INC$95.9M0.30%524,836CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$95.4M0.29%1,462,061CommonSOLE
25809K105DASHDOORDASH INC$94.0M0.29%514,100PUTSOLE
G3643J108FLUTFLUTTER ENTMT PLC$91.2M0.28%411,607CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$89.6M0.28%180,849CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$85.9M0.27%650,000PUTSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$84.4M0.26%75,421,740CommonSOLE
882508104TXNTEXAS INSTRS INC$84.2M0.26%468,337CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$83.4M0.26%31,000,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$82.7M0.26%325,300PUTSOLE
50212V100LPLALPL FINL HLDGS INC$82.6M0.25%252,579CommonSOLE
617446448MSMORGAN STANLEY$82.3M0.25%705,100PUTSOLE
617446448MSMORGAN STANLEY$82.2M0.25%704,153CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$81.3M0.25%86,000PUTSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$80.1M0.25%606,808CommonSOLE
037833100AAPLAPPLE INC$78.2M0.24%352,100CALLSOLE
G3643J108FLUTFLUTTER ENTMT PLC$77.5M0.24%350,000PUTSOLE
17275R102CSCOCISCO SYS INC$76.1M0.23%1,233,200PUTSOLE
770700102HOODROBINHOOD MKTS INC$73.3M0.23%1,760,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$73.3M0.23%1,760,000PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$71.6M0.22%281,584CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$69.4M0.21%132,500CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$69.4M0.21%132,500PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$68.1M0.21%806,800PUTSOLE
166764100CVXCHEVRON CORP NEW$67.8M0.21%405,100CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$63.0M0.19%253,400PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$62.7M0.19%252,283CommonSOLE
29786A106ETSYETSY INC$60.9M0.19%1,290,747CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$60.2M0.19%412,500PUTSOLE
75513E101RTXRTX CORPORATION$59.0M0.18%445,429CommonSOLE
222795502CUZCOUSINS PPTYS INC$57.9M0.18%1,962,128CommonSOLE
02079K305GOOGLALPHABET INC$57.2M0.18%369,600CALLSOLE
68389X105ORCLORACLE CORP$56.8M0.18%406,300PUTSOLE
023135106AMZNAMAZON COM INC$56.3M0.17%295,800CALLSOLE
478160104JNJJOHNSON & JOHNSON$56.2M0.17%338,600PUTSOLE
722304102PDDPDD HOLDINGS INC$56.0M0.17%473,300PUTSOLE
11135F101AVGOBROADCOM INC$55.9M0.17%333,981CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$55.1M0.17%41,571,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$55.0M0.17%331,615CommonSOLE
78464A698KRESPDR SER TR$54.1M0.17%951,834CommonSOLE
031162100AMGNAMGEN INC$54.0M0.17%173,200CALLSOLE
75513E101RTXRTX CORPORATION$53.6M0.17%404,800PUTSOLE
30231G102XOMEXXON MOBIL CORP$53.5M0.17%450,000CALLSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$53.3M0.16%55,704,000CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$53.1M0.16%357,278CommonSOLE
458140100INTCINTEL CORP$52.8M0.16%2,323,600PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$52.3M0.16%1,050,000CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$51.4M0.16%550,000CALLSOLE
872590104TMUST-MOBILE US INC$51.3M0.16%192,400PUTSOLE
254687106DISDISNEY WALT CO$50.0M0.15%506,800PUTSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$48.7M0.15%51,056,000CommonSOLE
297178105ESSESSEX PPTY TR INC$48.5M0.15%158,359CommonSOLE
651639106NEMNEWMONT CORP$48.3M0.15%1,000,000CommonSOLE
651639106NEMNEWMONT CORP$48.3M0.15%1,000,000PUTSOLE
722304102PDDPDD HOLDINGS INC$47.9M0.15%405,140CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$47.8M0.15%135,700PUTSOLE
11135F101AVGOBROADCOM INC$47.2M0.15%282,100CALLSOLE
78464A870XBISPDR SER TR$46.6M0.14%575,000PUTSOLE
949746101WMT2WELLS FARGO CO NEW$46.5M0.14%647,215CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$46.2M0.14%590,527CommonSOLE
882508104TXNTEXAS INSTRS INC$46.2M0.14%257,200CALLSOLE
30303M102METAMETA PLATFORMS INC$46.0M0.14%79,860CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$45.6M0.14%500,000PUTSOLE
929042109VNOVORNADO RLTY TR$45.1M0.14%1,218,813CommonSOLE
192422103CGNXCOGNEX CORP$44.7M0.14%1,500,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$42.1M0.13%484,200PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$41.9M0.13%245,737CommonSOLE
713448108PEPPEPSICO INC$41.7M0.13%278,200PUTSOLE
191216100KOCOCA COLA CO$41.7M0.13%581,600CALLSOLE
79466L302CRMSALESFORCE INC$41.6M0.13%155,200PUTSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$41.5M0.13%586,845CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$40.8M0.13%42,913,000CommonSOLE
81762P102NOWSERVICENOW INC$40.4M0.12%50,800PUTSOLE
59156R108METMETLIFE INC$40.3M0.12%501,830CommonSOLE
59156R108METMETLIFE INC$40.1M0.12%500,000PUTSOLE
81762P102NOWSERVICENOW INC$40.1M0.12%50,312CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$39.6M0.12%1,329,337CommonSOLE
78440X887SLGSL GREEN RLTY CORP$39.2M0.12%679,195CommonSOLE
69349H107TXNMTXNM ENERGY INC$38.9M0.12%728,124CommonSOLE
004239109AKRACADIA RLTY TR$38.9M0.12%1,854,853CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$38.7M0.12%40,236,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$38.6M0.12%40,762CommonSOLE
229663109CUBECUBESMART$38.4M0.12%899,537CommonSOLE
G54950103LINLINDE PLC$38.3M0.12%82,300PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$37.9M0.12%3,594,300PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$37.3M0.12%8,100PUTSOLE
458140100INTCINTEL CORP$37.2M0.11%1,639,908CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$37.0M0.11%43,603,000CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$37.0M0.11%1,031,696CommonSOLE
G0403H108AONAON PLC$35.9M0.11%90,070CommonSOLE
G0403H108AONAON PLC$35.9M0.11%90,000PUTSOLE
747525103QCOMQUALCOMM INC$35.6M0.11%231,900PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$34.7M0.11%380,890CommonSOLE
925652109VICIVICI PPTYS INC$34.6M0.11%1,062,225CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$34.0M0.10%403,432CommonSOLE
17275R102CSCOCISCO SYS INC$34.0M0.10%551,300CALLSOLE
023608102AEEAMEREN CORP$33.8M0.10%336,210CommonSOLE
337932107FEFIRSTENERGY CORP$33.7M0.10%833,137CommonSOLE
78464A888XHBSPDR SER TR$33.4M0.10%344,900CALLSOLE
038222105AMATAPPLIED MATLS INC$33.0M0.10%227,100PUTSOLE
461202103INTUINTUIT$32.8M0.10%53,500PUTSOLE
58933Y105MRKMERCK & CO INC$32.5M0.10%362,540CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$32.4M0.10%5,000,000CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$32.0M0.10%33,000,000CommonSOLE
64110L106NFLXNETFLIX INC$31.9M0.10%34,197CommonSOLE
65473P105NINISOURCE INC$31.7M0.10%790,559CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$31.7M0.10%1,049,900CommonSOLE
49803T300KRGKITE RLTY GROUP TR$31.1M0.10%1,388,971CommonSOLE
30303M102METAMETA PLATFORMS INC$30.8M0.10%53,500CALLSOLE
64119V303NTSTNETSTREIT CORP$30.8M0.10%1,945,031CommonSOLE
92189F676SMHVANECK ETF TRUST$30.6M0.09%144,600PUTSOLE
595112103MUMICRON TECHNOLOGY INC$30.3M0.09%348,726CommonSOLE
681919106OMCOMNICOM GROUP INC$30.1M0.09%363,580CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$30.0M0.09%122,288CommonSOLE
375558103GILDGILEAD SCIENCES INC$29.7M0.09%264,900PUTSOLE
20030N101CMCSACOMCAST CORP NEW$29.6M0.09%802,100PUTSOLE
704551100BTUPEABODY ENERGY CORP$29.6M0.09%2,183,024CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$29.5M0.09%566,501CommonSOLE
438516106HONHONEYWELL INTL INC$29.3M0.09%138,600PUTSOLE
37045V100GMGENERAL MTRS CO$29.2M0.09%620,000PUTSOLE
30161N101EXCEXELON CORP$29.0M0.09%629,154CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$29.0M0.09%1,010,056CommonSOLE
922908553VNQVANGUARD INDEX FDS$28.5M0.09%315,167CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$28.4M0.09%937,759CommonSOLE
03662Q105AKXANSYS INC$28.3M0.09%89,449CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$28.1M0.09%1,720,845CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$28.0M0.09%300,000PUTSOLE
931142103WMTWALMART INC$27.9M0.09%317,700PUTSOLE
87612E106TGTTARGET CORP$27.8M0.09%266,103CommonSOLE
056752108BIDUBAIDU INC$27.6M0.09%300,000CommonSOLE
056752108BIDUBAIDU INC$27.6M0.09%300,000PUTSOLE
09062X103BIIBBIOGEN INC$27.4M0.08%200,520CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$27.4M0.08%550,000PUTSOLE
78463V107GLDSPDR GOLD TR$27.2M0.08%94,475CommonSOLE
30231G102XOMEXXON MOBIL CORP$26.7M0.08%224,740CommonSOLE
29476L107EQREQUITY RESIDENTIAL$26.4M0.08%368,490CommonSOLE
931142103WMTWALMART INC$26.3M0.08%300,000CALLSOLE
09857L108BKNGBOOKING HOLDINGS INC$26.3M0.08%5,715CommonSOLE
87612E106TGTTARGET CORP$26.1M0.08%250,000PUTSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$26.0M0.08%150,000CommonSOLE
66987V109NVSNOVARTIS AG$25.8M0.08%231,567CommonSOLE
30231G102XOMEXXON MOBIL CORP$25.7M0.08%216,300PUTSOLE
30034W106EVRGEVERGY INC$25.6M0.08%371,006CommonSOLE
78409V104SPGIS&P GLOBAL INC$25.5M0.08%50,231CommonSOLE
871607107SNPSSYNOPSYS INC$25.3M0.08%59,025CommonSOLE
012653101ALBALBEMARLE CORP$25.2M0.08%350,000PUTSOLE
91704F104UEURBAN EDGE PPTYS$25.2M0.08%1,324,424CommonSOLE
64110L106NFLXNETFLIX INC$25.1M0.08%26,900CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$24.9M0.08%500,000CommonSOLE
60938K304MONEYLION INC$24.8M0.08%286,705CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$24.7M0.08%1,741,500PUTSOLE
571903202MARMARRIOTT INTL INC NEW$24.6M0.08%103,276CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$24.5M0.08%143,400PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24.2M0.07%49,841CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24.1M0.07%49,800PUTSOLE
855244109SBUXSTARBUCKS CORP$24.0M0.07%245,000PUTSOLE
79466L302CRMSALESFORCE INC$24.0M0.07%89,500CALLSOLE
983793100XPOXPO INC$23.9M0.07%221,872CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$23.7M0.07%77,700PUTSOLE
44107P104HSTHOST HOTELS & RESORTS INC$23.6M0.07%1,660,513CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$23.5M0.07%533,609CommonSOLE
512807306LRCXLAM RESEARCH CORP$23.5M0.07%322,900PUTSOLE
464287432TLTISHARES TR$23.2M0.07%254,784CommonSOLE
46090E103QQQINVESCO QQQ TR$22.9M0.07%48,800PUTSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$22.8M0.07%1,127,091CommonSOLE
655664100JWNUSDNORDSTROM INC$22.7M0.07%928,377CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$22.6M0.07%851,462CommonSOLE
842587107SOSOUTHERN CO$22.2M0.07%241,678CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$22.0M0.07%106,177CommonSOLE
58733R102MELIMERCADOLIBRE INC$21.7M0.07%11,100PUTSOLE
78709Y105SAIASAIA INC$21.6M0.07%61,805CommonSOLE
482480100KLACKLA CORP$21.3M0.07%31,300PUTSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$21.3M0.07%123,334CommonSOLE
876030107TPRTAPESTRY INC$21.1M0.07%300,000PUTSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$20.9M0.06%300,000CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$20.9M0.06%67,819CommonSOLE
580135101MCDMCDONALDS CORP$20.8M0.06%66,592CommonSOLE
833445109SNOWSNOWFLAKE INC$20.5M0.06%140,000PUTSOLE
98389B100XELXCEL ENERGY INC$20.2M0.06%285,325CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$20.2M0.06%2,470,410CommonSOLE
78781J109SAILSAILPOINT INC$20.0M0.06%1,065,717CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$19.8M0.06%207,923CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$19.5M0.06%333,500PUTSOLE
882681109TXRHTEXAS ROADHOUSE INC$19.4M0.06%116,236CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$19.3M0.06%176,800CommonSOLE
018802108LNTALLIANT ENERGY CORP$19.3M0.06%299,213CommonSOLE
253868103DLRDIGITAL RLTY TR INC$19.1M0.06%133,247CommonSOLE
949746101WMT2WELLS FARGO CO NEW$18.9M0.06%262,800PUTSOLE
69331C108PCGPG&E CORP$18.8M0.06%1,092,266CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$18.7M0.06%90,000PUTSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$18.5M0.06%859,816CommonSOLE
02156K103OPTUALTICE USA INC$18.4M0.06%6,928,704CommonSOLE
89400J107TRUTRANSUNION$18.4M0.06%221,679CommonSOLE
79466L302CRMSALESFORCE INC$18.3M0.06%68,331CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$18.1M0.06%500,000PUTSOLE
03027X100AMTAMERICAN TOWER CORP NEW$18.1M0.06%82,986CommonSOLE
G2847J104DMAADRUGS MADE IN AMER ACQUTN CO$18.0M0.06%1,800,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$17.9M0.06%100,000PUTSOLE
989701107ZIONZIONS BANCORPORATION N A$17.7M0.05%354,120CommonSOLE
92939U106WECWEC ENERGY GROUP INC$17.4M0.05%159,905CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$17.4M0.05%299,900CALLSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$17.4M0.05%19,500,000CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$17.4M0.05%20,000,000CommonSOLE
670100205NVONOVO-NORDISK A S$17.4M0.05%250,000PUTSOLE
277276101EGPEASTGROUP PPTYS INC$17.3M0.05%98,050CommonSOLE
038222105AMATAPPLIED MATLS INC$17.2M0.05%118,667CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$17.1M0.05%140,266CommonSOLE
209115104EDCONSOLIDATED EDISON INC$17.1M0.05%154,407CommonSOLE
166764100CVXCHEVRON CORP NEW$16.9M0.05%100,800PUTSOLE
34354P105FLSFLOWSERVE CORP$16.7M0.05%342,339CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$16.6M0.05%150,380CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$16.6M0.05%457,412CommonSOLE
98138H101WDAYWORKDAY INC$16.5M0.05%70,500PUTSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN$16.5M0.05%2,233,525CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$16.4M0.05%131,241CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$16.4M0.05%17,300CALLSOLE
91529Y106UNMUNUM GROUP$16.2M0.05%199,190CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$16.2M0.05%1,552,230CommonSOLE
133131102CPTCAMDEN PPTY TR$16.2M0.05%132,317CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$15.9M0.05%350,420CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$15.6M0.05%35,000CALLSOLE
040413205ANETARISTA NETWORKS INC$15.6M0.05%201,029CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$15.5M0.05%400,620CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$15.4M0.05%58,260CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$15.4M0.05%340,000PUTSOLE
166764100CVXCHEVRON CORP NEW$15.3M0.05%91,508CommonSOLE
17275R102CSCOCISCO SYS INC$15.3M0.05%248,015CommonSOLE
871607107SNPSSYNOPSYS INC$15.2M0.05%35,400PUTSOLE
31847R102FAFFIRST AMERN FINL CORP$15.2M0.05%230,896CommonSOLE
G4R103107GSR III ACQUISITION CORP$15.1M0.05%1,500,000CommonSOLE
G1169T104MRLNBLEICHROEDER ACQUISITION COR$15.0M0.05%1,500,000CommonSOLE
09075V102BNTXBIONTECH SE$15.0M0.05%165,000CommonSOLE
464288513HYGISHARES TR$15.0M0.05%190,000CommonSOLE
00724F101ADBEADOBE INC$14.9M0.05%38,900CALLSOLE
29364G103ETRENTERGY CORP NEW$14.8M0.05%173,529CommonSOLE
375558103GILDGILEAD SCIENCES INC$14.7M0.05%131,326CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$14.7M0.05%225,461CommonSOLE
G01558108ALDFALDEL FINL II INC$14.6M0.05%1,450,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$14.3M0.04%15,000,000CommonSOLE
868873100SU6SURMODICS INC$14.2M0.04%464,969CommonSOLE
36315X101LKFTGALAPAGOS NV$14.2M0.04%565,000CommonSOLE
01741R102ATIATI INC$14.2M0.04%272,145CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$13.9M0.04%297,900CALLSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$13.8M0.04%14,000,000CommonSOLE
92189F106GDXVANECK ETF TRUST$13.8M0.04%300,000PUTSOLE
92189F106GDXVANECK ETF TRUST$13.8M0.04%300,000CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$13.8M0.04%380,200CommonSOLE
00287Y109ABBVABBVIE INC$13.6M0.04%65,000CALLSOLE
609207105MDLZMONDELEZ INTL INC$13.4M0.04%197,100PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.3M0.04%66,200PUTSOLE
670837103OGEOGE ENERGY CORP$13.3M0.04%289,006CommonSOLE
02079K107GOOGALPHABET INC$13.3M0.04%85,000PUTSOLE
85208M102SFMSPROUTS FMRS MKT INC$13.3M0.04%86,990CommonSOLE
55354G100MSCIMSCI INC$13.2M0.04%23,402CommonSOLE
571903202MARMARRIOTT INTL INC NEW$13.2M0.04%55,400PUTSOLE
655844108NSCNORFOLK SOUTHN CORP$13.1M0.04%55,500CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$13.1M0.04%20,587CommonSOLE
92189F676SMHVANECK ETF TRUST$12.9M0.04%61,200CALLSOLE
747525103QCOMQUALCOMM INC$12.9M0.04%83,893CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$12.9M0.04%274,934CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$12.8M0.04%200,250CommonSOLE
G93A7H104VACHVOYAGER ACQUISITION CORP$12.7M0.04%1,250,000CommonSOLE
717081103PFEPFIZER INC$12.7M0.04%500,000CALLSOLE
872590104TMUST-MOBILE US INC$12.6M0.04%47,400CALLSOLE
512807306LRCXLAM RESEARCH CORP$12.6M0.04%173,648CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$12.4M0.04%70,590CommonSOLE
701094104PHPARKER-HANNIFIN CORP$12.4M0.04%20,410CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$12.3M0.04%200,000PUTSOLE
85254J102STAGSTAG INDL INC$12.3M0.04%340,048CommonSOLE
G52258111KFIIK&F GROWTH ACQUISITION CORP$12.3M0.04%1,232,080CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$12.2M0.04%301,950CommonSOLE
929160109VMCVULCAN MATLS CO$12.2M0.04%52,320CommonSOLE
26969P108EXPEAGLE MATLS INC$12.2M0.04%55,000CommonSOLE
928881101VNTVONTIER CORPORATION$12.2M0.04%371,019CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$12.2M0.04%22,232CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$12.1M0.04%35,000CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$12.0M0.04%149,708CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$12.0M0.04%70,080CommonSOLE
902681105UGIUGI CORP NEW$11.9M0.04%360,000CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$11.7M0.04%395,334CommonSOLE
629377508NRGNRG ENERGY INC$11.6M0.04%121,845CommonSOLE
040413205ANETARISTA NETWORKS INC$11.6M0.04%150,000PUTSOLE
912909108USX1UNITED STATES STL CORP NEW$11.6M0.04%275,000CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$11.5M0.04%25,800PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$11.3M0.03%20,700PUTSOLE
65339F101NEENEXTERA ENERGY INC$11.3M0.03%160,000CALLSOLE
34959E109FTNTFORTINET INC$11.3M0.03%117,700PUTSOLE
872540109TJXTJX COS INC NEW$11.2M0.03%92,140CommonSOLE
G5960L103MDTMEDTRONIC PLC$11.2M0.03%124,800PUTSOLE
688239201OSKOSHKOSH CORP$11.2M0.03%118,724CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$11.2M0.03%470,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$11.1M0.03%33,071CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$11.1M0.03%350,580CommonSOLE
G6363K106NABORS ENERGY TRANSITION COR$11.1M0.03%1,010,000CommonSOLE
78464A870XBISPDR SER TR$11.0M0.03%135,318CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$11.0M0.03%98,705CommonSOLE
126408103CSXCSX CORP$10.9M0.03%371,280CommonSOLE
464287432TLTISHARES TR$10.9M0.03%120,000CALLSOLE
G39108108GTESGATES INDL CORP PLC$10.9M0.03%591,765CommonSOLE
631103108NDAQNASDAQ INC$10.8M0.03%142,892CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.8M0.03%21,050CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$10.8M0.03%40,000PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$10.8M0.03%52,510CommonSOLE
G5960L103MDTMEDTRONIC PLC$10.8M0.03%119,900CALLSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$10.7M0.03%11,014,000CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$10.6M0.03%125,000CommonSOLE
574599106MASMASCO CORP$10.6M0.03%152,213CommonSOLE
20825C104COPCONOCOPHILLIPS$10.5M0.03%100,000CALLSOLE
031162100AMGNAMGEN INC$10.4M0.03%33,526CommonSOLE
88579Y101MMM3M CO$10.4M0.03%70,517CommonSOLE
747525103QCOMQUALCOMM INC$10.2M0.03%66,400CALLSOLE
05478C105AZEKAZEK CO INC$10.1M0.03%207,198CommonSOLE
477839104JBTMJBT MAREL CORPORATION$10.1M0.03%82,730CommonSOLE
G75751126RAC/URITHM ACQUISITION CORP$10.1M0.03%1,000,000CommonSOLE
497266106KEXKIRBY CORP$10.1M0.03%99,862CommonSOLE
969904101WSMWILLIAMS SONOMA INC$9.9M0.03%62,902CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9.9M0.03%22,248CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$9.9M0.03%15,600PUTSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$9.8M0.03%125,269CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$9.8M0.03%54,320CommonSOLE
501044101KRKROGER CO$9.8M0.03%145,241CommonSOLE
G54950103LINLINDE PLC$9.8M0.03%21,100CALLSOLE
G7S00T104PNRPENTAIR PLC$9.7M0.03%111,142CommonSOLE
G0176J109ALLEALLEGION PLC$9.7M0.03%74,000PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$9.6M0.03%156,600PUTSOLE
548661107LOWLOWES COS INC$9.6M0.03%41,300PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.6M0.03%157,300PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$9.6M0.03%17,500CALLSOLE
G51502105JCIJOHNSON CTLS INTL PLC$9.6M0.03%119,600CALLSOLE
G4992A110JACSJACKSON ACQUISITION CO II$9.6M0.03%950,000CommonSOLE
122017106BURLBURLINGTON STORES INC$9.6M0.03%40,088CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$9.5M0.03%109,700CALLSOLE
026874784AIGAMERICAN INTL GROUP INC$9.5M0.03%109,700PUTSOLE
34959J108FTVFORTIVE CORP$9.5M0.03%129,206CommonSOLE
969904101WSMWILLIAMS SONOMA INC$9.5M0.03%59,800CALLSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$9.5M0.03%1,004,662CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.4M0.03%111,700CALLSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$9.4M0.03%200,000PUTSOLE
337738108FISVFISERV INC$9.4M0.03%42,378CommonSOLE
778296103ROSTROSS STORES INC$9.2M0.03%72,198CommonSOLE
872540109TJXTJX COS INC NEW$9.2M0.03%75,700PUTSOLE
03831W108APPAPPLOVIN CORP$9.2M0.03%34,600PUTSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$9.2M0.03%280,628CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$9.1M0.03%1,150,400CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$9.1M0.03%93,076CommonSOLE
548661107LOWLOWES COS INC$9.1M0.03%39,000CALLSOLE
437076102HDHOME DEPOT INC$9.0M0.03%24,600CALLSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$9.0M0.03%68,526CommonSOLE
78442P106SLMSLM CORP$9.0M0.03%306,200CommonSOLE
713448108PEPPEPSICO INC$9.0M0.03%59,900CALLSOLE
526107107LIILENNOX INTL INC$9.0M0.03%16,000CALLSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.8M0.03%139,500CALLSOLE
526107107LIILENNOX INTL INC$8.8M0.03%15,700PUTSOLE
831865209AOSSMITH A O CORP$8.8M0.03%134,600PUTSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$8.8M0.03%350,087CommonSOLE
191216100KOCOCA COLA CO$8.7M0.03%122,052CommonSOLE
831865209AOSSMITH A O CORP$8.7M0.03%133,700CALLSOLE
G0176J109ALLEALLEGION PLC$8.7M0.03%66,900CALLSOLE
745867101PHMPULTE GROUP INC$8.7M0.03%84,800PUTSOLE
872540109TJXTJX COS INC NEW$8.7M0.03%71,500CALLSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.7M0.03%25,800CALLSOLE
23331A109DHID R HORTON INC$8.6M0.03%67,400PUTSOLE
G7134A104PLMKPLUM ACQUISITION CORP IV$8.5M0.03%850,000CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$8.5M0.03%50,847CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8.5M0.03%111,100CALLSOLE
23331A109DHID R HORTON INC$8.5M0.03%66,800CALLSOLE
574599106MASMASCO CORP$8.5M0.03%121,700PUTSOLE
988498101YUMYUM BRANDS INC$8.4M0.03%53,590CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$8.4M0.03%49,100PUTSOLE
45780R101IBPINSTALLED BLDG PRODS INC$8.4M0.03%49,000CALLSOLE
142339100CSLCARLISLE COS INC$8.4M0.03%24,600PUTSOLE
574599106MASMASCO CORP$8.4M0.03%120,400CALLSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8.3M0.03%142,618CommonSOLE
G29183103ETNEATON CORP PLC$8.3M0.03%30,651CommonSOLE
830830105SKYCHAMPION HOMES INC$8.3M0.03%87,100PUTSOLE
053332102AZOAUTOZONE INC$8.2M0.03%2,158CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$8.1M0.03%180,188CommonSOLE
855244109SBUXSTARBUCKS CORP$8.1M0.03%82,732CommonSOLE
G6486E128NHICUNEWHOLD INVT CORP III$8.1M0.02%800,000CommonSOLE
939653101ELMEELME COMMUNITIES$8.1M0.02%463,151CommonSOLE
03945R102ACHRARCHER AVIATION INC$8.0M0.02%1,132,173CommonSOLE
48666K109KBHKB HOME$8.0M0.02%138,400PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$8.0M0.02%39,850CommonSOLE
59001A102MTHMERITAGE HOMES CORP$8.0M0.02%113,300PUTSOLE
48666K109KBHKB HOME$8.0M0.02%137,600CALLSOLE
464287655IWMISHARES TR$8.0M0.02%40,000CALLSOLE
695156109PKGPACKAGING CORP AMER$8.0M0.02%40,210CommonSOLE
N07059210ASMLASML HOLDING N V$8.0M0.02%12,000CALLSOLE
443510607HUBBHUBBELL INC$7.9M0.02%24,000CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$7.9M0.02%26,510CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$7.9M0.02%71,970CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$7.9M0.02%98,700PUTSOLE
89055F103BLDTOPBUILD CORP$7.8M0.02%25,700PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.8M0.02%1,700CALLSOLE
G6439S125NTWOUNEWBURY STR II ACQUISITION C$7.8M0.02%774,149CommonSOLE
89055F103BLDTOPBUILD CORP$7.8M0.02%25,600CALLSOLE
G32901103FACTFACT II ACQUISITION CORP$7.8M0.02%775,000CommonSOLE
37045V100GMGENERAL MTRS CO$7.8M0.02%165,235CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$7.7M0.02%38,420CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7.7M0.02%15,600CALLSOLE
485924104KRMNKARMAN HLDGS INC$7.7M0.02%228,947CommonSOLE
457669307INSMINSMED INC$7.6M0.02%100,000CALLSOLE
889478103TOLTOLL BROTHERS INC$7.6M0.02%72,200CALLSOLE
594972887MSTR 8 PERPMICROSTRATEGY INC$7.6M0.02%91,200CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.6M0.02%200,000CALLSOLE
876030107TPRTAPESTRY INC$7.6M0.02%107,532CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$7.5M0.02%220,517CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$7.5M0.02%60,300PUTSOLE
G9675P102WLACWILLOW LANE ACQUISITION CORP$7.5M0.02%750,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.5M0.02%27,942CommonSOLE
526057104LENLENNAR CORP$7.5M0.02%65,400PUTSOLE
690742101OCOWENS CORNING NEW$7.5M0.02%52,500CALLSOLE
142339100CSLCARLISLE COS INC$7.5M0.02%22,000CALLSOLE
26614N102DDDUPONT DE NEMOURS INC$7.5M0.02%100,000PUTSOLE
26614N102DDDUPONT DE NEMOURS INC$7.5M0.02%100,000CALLSOLE
482480100KLACKLA CORP$7.5M0.02%10,979CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$7.5M0.02%59,700CALLSOLE
260003108DOVDOVER CORP$7.4M0.02%42,382CommonSOLE
21873S108CRWVCOREWEAVE INC$7.4M0.02%200,000CommonSOLE

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.