MondegarAI
Hudson Bay Capital Management LP

Q2 2025 · 13F-HR/A

Hudson Bay Capital Management LPholdings as filed

Filed 2025-08-18 · accession 0001393825-25-000066

$29.44B
Reported value
1,339
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1339

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.23B4.17%7,765,500PUTSOLE
46090E103QQQINVESCO QQQ TR$1.20B4.09%2,182,400PUTSOLE
67066G104NVDANVIDIA CORPORATION$1.11B3.77%7,024,302CommonSOLE
88160R101TSLATESLA INC$952.2M3.23%2,997,500PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$860.8M2.92%1,393,200PUTSOLE
023135106AMZNAMAZON COM INC$674.7M2.29%3,075,500PUTSOLE
88160R101TSLATESLA INC$576.1M1.96%1,813,631CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$558.6M1.90%1,150,000PUTSOLE
46090E103QQQINVESCO QQQ TR$542.7M1.84%983,800CALLSOLE
594972408MSTRMICROSTRATEGY INC$481.6M1.64%1,191,358CommonSOLE
023135106AMZNAMAZON COM INC$471.7M1.60%2,150,035CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$468.3M1.59%3,300,000PUTSOLE
594972408MSTRMICROSTRATEGY INC$460.9M1.57%1,140,100PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$454.2M1.54%3,200,731CommonSOLE
464288513HYGISHARES TR$387.1M1.31%4,800,000PUTSOLE
88160R101TSLATESLA INC$372.5M1.27%1,172,500CALLSOLE
649445400FLGFLAGSTAR FINANCIAL INC$367.7M1.25%34,689,439CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$334.0M1.13%687,605CommonSOLE
64110L106NFLXNETFLIX INC$308.0M1.05%230,000PUTSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$307.6M1.04%117,098,000CommonSOLE
64110L106NFLXNETFLIX INC$302.4M1.03%225,800CALLSOLE
46090E103QQQINVESCO QQQ TR$297.4M1.01%539,156CommonSOLE
464287655IWMISHARES TR$283.7M0.96%1,314,700PUTSOLE
256746108DLTRDOLLAR TREE INC$247.6M0.84%2,500,000PUTSOLE
023135106AMZNAMAZON COM INC$232.2M0.79%1,058,300CALLSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$232.0M0.79%236,063,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$194.3M0.66%400,000CALLSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$193.6M0.66%174,845,000CommonSOLE
532457108LLYELI LILLY & CO$191.9M0.65%246,232CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$182.9M0.62%184,195,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$179.2M0.61%290,000CALLSOLE
256746108DLTRDOLLAR TREE INC$178.6M0.61%1,803,546CommonSOLE
532457108LLYELI LILLY & CO$175.3M0.60%224,900PUTSOLE
042068205ARMARM HOLDINGS PLC$169.8M0.58%1,050,000PUTSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$165.8M0.56%3,529,200CALLSOLE
42809H107HESHESS CORP$163.3M0.55%1,178,981CommonSOLE
770700102HOODROBINHOOD MKTS INC$157.7M0.54%1,684,400CALLSOLE
87612E106TGTTARGET CORP$148.1M0.50%1,501,363CommonSOLE
87612E106TGTTARGET CORP$148.0M0.50%1,500,000PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$147.9M0.50%1,085,000PUTSOLE
25809K105DASHDOORDASH INC$147.5M0.50%598,500CommonSOLE
770700102HOODROBINHOOD MKTS INC$146.1M0.50%1,560,000PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$144.5M0.49%1,060,000CALLSOLE
055622104BPBP PLC$144.4M0.49%4,825,000CommonSOLE
02079K305GOOGLALPHABET INC$140.0M0.48%794,550CommonSOLE
02079K305GOOGLALPHABET INC$128.6M0.44%730,000PUTSOLE
893830BW8TRANSOCEAN INC$128.6M0.44%120,466,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$126.1M0.43%592,523CommonSOLE
45674M101INFA1EURINFORMATICA INC$121.8M0.41%5,000,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$119.9M0.41%1,958,400CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$112.9M0.38%1,210,243CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$106.3M0.36%371,883CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$105.8M0.36%1,883,547CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$104.9M0.36%336,300PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$104.9M0.36%336,300CommonSOLE
90364P105PATHUIPATH INC$102.6M0.35%8,012,400CommonSOLE
922908363VOOVANGUARD INDEX FDS$102.4M0.35%180,267CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$101.0M0.34%1,650,000PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$99.3M0.34%1,063,900PUTSOLE
042068205ARMARM HOLDINGS PLC$97.0M0.33%600,000CommonSOLE
097023105BABOEING CO$96.4M0.33%460,000PUTSOLE
009066101ABNBAIRBNB INC$94.6M0.32%714,609CommonSOLE
037833100AAPLAPPLE INC$94.4M0.32%460,100PUTSOLE
949746101WMT2WELLS FARGO CO NEW$93.0M0.32%1,160,274CommonSOLE
464287242LQDISHARES TR$85.5M0.29%780,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$84.1M0.29%1,130,979CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$83.6M0.28%1,125,000PUTSOLE
222795502CUZCOUSINS PPTYS INC$82.9M0.28%2,759,950CommonSOLE
893830BT5TRANSOCEAN INC$82.0M0.28%80,376,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$81.2M0.28%131,499CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$80.2M0.27%27,500,000CommonSOLE
00724F101ADBEADOBE INC$79.4M0.27%205,200PUTSOLE
67066G104NVDANVIDIA CORPORATION$79.1M0.27%500,700CALLSOLE
00724F101ADBEADOBE INC$78.9M0.27%203,957CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$76.3M0.26%77,500,000CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$74.0M0.25%6,597,200PUTSOLE
060505104BACBANK AMERICA CORP$73.6M0.25%1,556,077CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$73.1M0.25%934,449CommonSOLE
040413205ANETARISTA NETWORKS INC$72.5M0.25%708,873CommonSOLE
949746101WMT2WELLS FARGO CO NEW$72.3M0.25%901,900PUTSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$71.3M0.24%1,945,747CommonSOLE
770700102HOODROBINHOOD MKTS INC$68.3M0.23%729,432CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$64.1M0.22%220,971CommonSOLE
90384S303ULTAULTA BEAUTY INC$62.2M0.21%132,892CommonSOLE
33829M101FIVEFIVE BELOW INC$61.9M0.21%471,506CommonSOLE
053332102AZOAUTOZONE INC$60.7M0.21%16,358CommonSOLE
92189F676SMHVANECK ETF TRUST$60.0M0.20%215,000PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$59.9M0.20%170,828CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$58.5M0.20%2,245,273CommonSOLE
594918104MSFTMICROSOFT CORP$58.3M0.20%117,284CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$58.1M0.20%948,821CommonSOLE
58933Y105MRKMERCK & CO INC$57.0M0.19%720,000PUTSOLE
631103108NDAQNASDAQ INC$57.0M0.19%637,121CommonSOLE
929042109VNOVORNADO RLTY TR$56.9M0.19%1,489,119CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$56.0M0.19%110,000PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$56.0M0.19%110,000CommonSOLE
929042109VNOVORNADO RLTY TR$53.7M0.18%1,405,000CALLSOLE
009066101ABNBAIRBNB INC$52.9M0.18%400,000PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$52.6M0.18%150,000PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$52.0M0.18%484,000CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$51.0M0.17%40,000,000CommonSOLE
25809K105DASHDOORDASH INC$49.3M0.17%200,000PUTSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$48.4M0.16%50,186,000CommonSOLE
049468101TEAMATLASSIAN CORPORATION$48.1M0.16%237,054CommonSOLE
166764100CVXCHEVRON CORP NEW$47.9M0.16%334,550CommonSOLE
097023105BABOEING CO$47.6M0.16%227,068CommonSOLE
64119V303NTSTNETSTREIT CORP$47.5M0.16%2,807,797CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$47.1M0.16%900,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$47.0M0.16%295,200CALLSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$46.1M0.16%736,430CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$44.6M0.15%1,117,015CommonSOLE
02005N100ALLYALLY FINL INC$44.1M0.15%1,132,259CommonSOLE
03662Q105AKXANSYS INC$44.0M0.15%125,316CommonSOLE
004239109AKRACADIA RLTY TR$43.2M0.15%2,325,956CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$43.0M0.15%177,227CommonSOLE
830566105SKAASKECHERS U S A INC$42.7M0.14%676,310CommonSOLE
833445109SNOWSNOWFLAKE INC$41.8M0.14%187,000CommonSOLE
03945R102ACHRARCHER AVIATION INC$41.8M0.14%3,851,176CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$41.7M0.14%43,204,000CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$41.1M0.14%42,913,000CommonSOLE
02079K107GOOGALPHABET INC$40.1M0.14%226,251CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$38.8M0.13%1,443,164CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$38.8M0.13%205,067CommonSOLE
651639106NEMNEWMONT CORP$38.2M0.13%655,946CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$37.9M0.13%475,771CommonSOLE
651639106NEMNEWMONT CORP$37.9M0.13%650,000PUTSOLE
04016X101ARGXARGENX SE$37.4M0.13%67,923CommonSOLE
166764100CVXCHEVRON CORP NEW$37.3M0.13%260,800CALLSOLE
46120E602ISRGINTUITIVE SURGICAL INC$36.6M0.12%67,330CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$36.5M0.12%1,001,900CommonSOLE
91704F104UEURBAN EDGE PPTYS$36.4M0.12%1,949,069CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$36.3M0.12%2,029,843CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$36.0M0.12%6,212CommonSOLE
781154109RBRKRUBRIK INC.$35.7M0.12%398,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$34.8M0.12%66,358CommonSOLE
303250104FICOFAIR ISAAC CORP$34.7M0.12%19,002CommonSOLE
50212V100LPLALPL FINL HLDGS INC$34.5M0.12%92,076CommonSOLE
742718109PGPROCTER AND GAMBLE CO$34.0M0.12%213,700PUTSOLE
023608102AEEAMEREN CORP$33.9M0.12%353,359CommonSOLE
77543R102ROKUROKU INC$33.7M0.11%384,000CommonSOLE
337932107FEFIRSTENERGY CORP$33.7M0.11%836,328CommonSOLE
09062X103BIIBBIOGEN INC$33.6M0.11%267,740CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$33.3M0.11%5,000,000CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$33.2M0.11%38,603,000CommonSOLE
565394103CARTMAPLEBEAR INC$32.8M0.11%725,849CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$32.5M0.11%112,200PUTSOLE
46187W107INVHINVITATION HOMES INC$32.3M0.11%984,893CommonSOLE
902653104UDRUDR INC$32.3M0.11%790,549CommonSOLE
882508104TXNTEXAS INSTRS INC$31.9M0.11%153,469CommonSOLE
N07059210ASMLASML HOLDING N V$31.8M0.11%39,700PUTSOLE
375558103GILDGILEAD SCIENCES INC$31.8M0.11%286,400PUTSOLE
92556H2060VVBPARAMOUNT GLOBAL$31.4M0.11%2,434,200PUTSOLE
29364G103ETRENTERGY CORP NEW$31.2M0.11%374,935CommonSOLE
78440X887SLGSL GREEN RLTY CORP$31.2M0.11%503,333CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$30.1M0.10%290,100CommonSOLE
23804L103DDOGDATADOG INC$29.7M0.10%221,370CommonSOLE
437076102HDHOME DEPOT INC$29.6M0.10%80,833CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$29.6M0.10%750,000CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$29.5M0.10%30,236,000CommonSOLE
68389X105ORCLORACLE CORP$29.1M0.10%133,300CALLSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$28.9M0.10%526,420CommonSOLE
617446448MSMORGAN STANLEY$28.8M0.10%204,300CALLSOLE
594918104MSFTMICROSOFT CORP$28.6M0.10%57,500PUTSOLE
78440X887SLGSL GREEN RLTY CORP$28.5M0.10%460,000CALLSOLE
G4705A100ICLRICON PLC$28.1M0.10%193,000CommonSOLE
448579102HHYATT HOTELS CORP$27.9M0.09%199,535CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$27.5M0.09%151,799CommonSOLE
23804L103DDOGDATADOG INC$27.4M0.09%204,200PUTSOLE
229663109CUBECUBESMART$27.3M0.09%641,231CommonSOLE
85254J102STAGSTAG INDL INC$27.1M0.09%747,958CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$26.2M0.09%1,250,000PUTSOLE
031162100AMGNAMGEN INC$26.1M0.09%93,600PUTSOLE
594972887MSTR 8 PERPMICROSTRATEGY INC$26.1M0.09%215,421CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$25.9M0.09%22,039CommonSOLE
487836108KKELLANOVA$25.8M0.09%325,000CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$25.7M0.09%547,010CommonSOLE
704551100BTUPEABODY ENERGY CORP$25.2M0.09%1,876,248CommonSOLE
29786A106ETSYETSY INC$25.2M0.09%501,404CommonSOLE
126408103CSXCSX CORP$24.9M0.08%763,200CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$24.7M0.08%440,000PUTSOLE
018802108LNTALLIANT ENERGY CORP$24.6M0.08%406,285CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$24.5M0.08%1,360,808CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$24.3M0.08%20,689,627CommonSOLE
49446R109KIMKIMCO RLTY CORP$24.0M0.08%1,143,947CommonSOLE
30303M102METAMETA PLATFORMS INC$23.6M0.08%32,000PUTSOLE
92539P101VERVE THERAPEUTICS INC$23.5M0.08%2,095,200PUTSOLE
962166104WYWEYERHAEUSER CO MTN BE$23.2M0.08%901,700PUTSOLE
30034W106EVRGEVERGY INC$23.0M0.08%334,248CommonSOLE
30161N101EXCEXELON CORP$23.0M0.08%530,232CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$22.8M0.08%250,333CommonSOLE
497266106KEXKIRBY CORP$22.7M0.08%200,507CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$22.4M0.08%450,000PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$22.4M0.08%50,246CommonSOLE
13321L108CCJCAMECO CORP$22.3M0.08%300,000PUTSOLE
023436108AMEDAMEDISYS INC$22.1M0.08%225,000PUTSOLE
046353108AZNNASTRAZENECA PLC$22.1M0.08%316,618CommonSOLE
21873S108CRWVCOREWEAVE INC$22.0M0.07%135,000PUTSOLE
720190206PDMPIEDMONT REALTY TRUST INC$22.0M0.07%3,013,575CommonSOLE
91232N207USOUNITED STS OIL FD LP$21.9M0.07%300,000PUTSOLE
88146M101TRNOTERRENO RLTY CORP$21.9M0.07%390,919CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$21.9M0.07%90,000PUTSOLE
060505104BACBANK AMERICA CORP$21.7M0.07%459,100PUTSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$21.7M0.07%567,761CommonSOLE
871607107SNPSSYNOPSYS INC$21.5M0.07%42,008CommonSOLE
69349H107TXNMTXNM ENERGY INC$21.5M0.07%381,003CommonSOLE
60937P106MDBMONGODB INC$21.2M0.07%100,889CommonSOLE
60937P106MDBMONGODB INC$21.0M0.07%100,000PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$20.9M0.07%250,000CALLSOLE
00973Y108AKROAKERO THERAPEUTICS INC$20.6M0.07%386,523CommonSOLE
11135F101AVGOBROADCOM INC$20.6M0.07%74,700PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$20.2M0.07%150,225CommonSOLE
842587107SOSOUTHERN CO$19.9M0.07%216,777CommonSOLE
256746108DLTRDOLLAR TREE INC$19.8M0.07%200,000CALLSOLE
30212P303EXPEEXPEDIA GROUP INC$19.8M0.07%117,249CommonSOLE
595112103MUMICRON TECHNOLOGY INC$19.7M0.07%160,000CALLSOLE
00287Y109ABBVABBVIE INC$19.6M0.07%105,786CommonSOLE
92539P101VERVE THERAPEUTICS INC$19.6M0.07%1,747,598CommonSOLE
G75751100RACRITHM ACQUISITION CORP$19.6M0.07%1,925,000CommonSOLE
037833100AAPLAPPLE INC$19.6M0.07%95,500CALLSOLE
907818108UNPUNION PAC CORP$19.4M0.07%84,409CommonSOLE
023436108AMEDAMEDISYS INC$19.4M0.07%197,126CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$19.3M0.07%844,735CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$19.0M0.06%430,605CommonSOLE
458140100INTCINTEL CORP$19.0M0.06%847,553CommonSOLE
571903202MARMARRIOTT INTL INC NEW$19.0M0.06%69,464CommonSOLE
444097109HUDSON PAC PPTYS INC$19.0M0.06%6,919,546CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$18.5M0.06%1,000,000PUTSOLE
30303M102METAMETA PLATFORMS INC$18.5M0.06%25,000CALLSOLE
G2847J104DMAADRUGS MADE IN AMER ACQUTN CO$18.4M0.06%1,800,000CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$18.2M0.06%502,406CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$18.0M0.06%565,130CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$18.0M0.06%545,228CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$18.0M0.06%20,000,000CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$17.9M0.06%1,717,230CommonSOLE
713448108PEPPEPSICO INC$17.9M0.06%135,308CommonSOLE
01741R102ATIATI INC$17.9M0.06%206,803CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$17.8M0.06%1,952,245CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$17.8M0.06%500,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$17.7M0.06%66,238CommonSOLE
92276F100VTRVENTAS INC$17.6M0.06%278,193CommonSOLE
816851109SRESEMPRA$17.3M0.06%228,211CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17.2M0.06%139,816CommonSOLE
92840M102VSTVISTRA CORP$17.1M0.06%88,137CommonSOLE
607828100MODMODINE MFG CO$17.1M0.06%173,417CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$17.0M0.06%90,979CommonSOLE
443320106HUBGHUB GROUP INC$16.9M0.06%505,787CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$16.6M0.06%129,398CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$16.6M0.06%200,000PUTSOLE
060505104BACBANK AMERICA CORP$16.6M0.06%350,000CALLSOLE
88579Y101MMM3M CO$16.5M0.06%108,381CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$16.1M0.05%100,443CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$16.0M0.05%151,522CommonSOLE
09075V102BNTXBIONTECH SE$16.0M0.05%150,000CommonSOLE
02156K103OPTUALTICE USA INC$15.9M0.05%7,449,991CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$15.8M0.05%20,571CommonSOLE
15101Q207CLSCELESTICA INC$15.7M0.05%100,557CommonSOLE
78409V104SPGIS&P GLOBAL INC$15.7M0.05%29,756CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$15.7M0.05%70,906CommonSOLE
G1169T104MRLNBLEICHROEDER ACQUISITION COR$15.5M0.05%1,500,000CommonSOLE
464288513HYGISHARES TR$15.3M0.05%190,000CommonSOLE
233331107DTEDTE ENERGY CO$15.3M0.05%115,334CommonSOLE
G01558108ALDFALDEL FINL II INC$15.2M0.05%1,450,000CommonSOLE
670837103OGEOGE ENERGY CORP$15.1M0.05%339,393CommonSOLE
070830104BBWIBATH & BODY WORKS INC$15.0M0.05%500,000PUTSOLE
852234103XYZBLOCK INC$15.0M0.05%220,135CommonSOLE
78464A698KRESPDR SERIES TRUST$14.9M0.05%250,202CommonSOLE
00206R102TAT&T INC$14.8M0.05%510,778CommonSOLE
369550108GDGENERAL DYNAMICS CORP$14.7M0.05%50,500CALLSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$14.7M0.05%221,102CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$14.6M0.05%425,000PUTSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14.5M0.05%79,086CommonSOLE
65473P105NINISOURCE INC$14.5M0.05%358,935CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$14.5M0.05%15,000,000CommonSOLE
36315X101LKFTGALAPAGOS NV$14.4M0.05%515,000CommonSOLE
037833100AAPLAPPLE INC$14.4M0.05%70,172CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$14.4M0.05%272,557CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$14.3M0.05%929,820CommonSOLE
688239201OSKOSHKOSH CORP$14.2M0.05%125,217CommonSOLE
458140100INTCINTEL CORP$14.2M0.05%631,700CALLSOLE
G8772L105TVATEXAS VENTURES ACQUISITION I$14.1M0.05%1,400,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.1M0.05%25,100PUTSOLE
69331C108PCGPG&E CORP$14.1M0.05%1,010,500CALLSOLE
58933Y105MRKMERCK & CO INC$14.1M0.05%177,755CommonSOLE
14174T107CTRECARETRUST REIT INC$14.0M0.05%458,400PUTSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$14.0M0.05%14,000,000CommonSOLE
437076102HDHOME DEPOT INC$14.0M0.05%38,100PUTSOLE
00206R102TAT&T INC$13.9M0.05%480,700PUTSOLE
G4992A110JACSJACKSON ACQUISITION CO II$13.8M0.05%1,338,300CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$13.8M0.05%375,101CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$13.7M0.05%115,836CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$13.7M0.05%60,321CommonSOLE
25754A201DPZDOMINOS PIZZA INC$13.6M0.05%30,256CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$13.6M0.05%13,000,000CommonSOLE
803054204SAPSAP SE$13.5M0.05%44,247CommonSOLE
806882106SCHN1EURRADIUS RECYCLING INC$13.4M0.05%451,710CommonSOLE
G39108108GTESGATES INDL CORP PLC$13.4M0.05%581,540CommonSOLE
297178105ESSESSEX PPTY TR INC$13.3M0.05%46,992CommonSOLE
876030107TPRTAPESTRY INC$13.2M0.04%150,000CALLSOLE
902681105UGIUGI CORP NEW$13.2M0.04%361,170CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$13.0M0.04%98,323CommonSOLE
G52258111KFIIK&F GROWTH ACQUISITION CORP$12.8M0.04%1,257,080CommonSOLE
458140100INTCINTEL CORP$12.8M0.04%570,000PUTSOLE
665859104NTRSNORTHERN TR CORP$12.7M0.04%100,498CommonSOLE
98389B100XELXCEL ENERGY INC$12.7M0.04%186,991CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$12.7M0.04%2,212,690CommonSOLE
92939U106WECWEC ENERGY GROUP INC$12.7M0.04%121,508CommonSOLE
31428X106FDXFEDEX CORP$12.5M0.04%55,152CommonSOLE
817565104SCISERVICE CORP INTL$12.5M0.04%153,738CommonSOLE
17275R102CSCOCISCO SYS INC$12.4M0.04%179,100PUTSOLE
15872M104APY1EURCHAMPIONX CORPORATION$12.4M0.04%500,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$12.3M0.04%38,482CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$12.3M0.04%125,000CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$12.2M0.04%39,097CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$12.1M0.04%94,211CommonSOLE
421298100HAYWHAYWARD HLDGS INC$12.1M0.04%876,346CommonSOLE
931142103WMTWALMART INC$12.1M0.04%123,573CommonSOLE
21874A114CORZWCORE SCIENTIFIC INC NEW$12.0M0.04%1,108,129CommonSOLE
983793100XPOXPO INC$12.0M0.04%95,074CommonSOLE
580135101MCDMCDONALDS CORP$11.9M0.04%40,890CommonSOLE
868873100SU6SURMODICS INC$11.9M0.04%400,000CommonSOLE
34354P105FLSFLOWSERVE CORP$11.8M0.04%224,634CommonSOLE
806857108SLBSCHLUMBERGER LTD$11.7M0.04%346,555CommonSOLE
29444U700EQIXEQUINIX INC$11.7M0.04%14,705CommonSOLE
03831W108APPAPPLOVIN CORP$11.7M0.04%33,323CommonSOLE
26884L109EQTEQT CORP$11.7M0.04%200,000PUTSOLE
929160109VMCVULCAN MATLS CO$11.6M0.04%44,480CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$11.6M0.04%40,347CommonSOLE
277276101EGPEASTGROUP PPTYS INC$11.6M0.04%69,179CommonSOLE
783549108RRYDER SYS INC$11.5M0.04%72,569CommonSOLE
871829107SYYSYSCO CORP$11.4M0.04%149,983CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$11.3M0.04%282,500PUTSOLE
G6363K106NABORS ENERGY TRANSITION COR$11.2M0.04%1,007,000CommonSOLE
92189F676SMHVANECK ETF TRUST$11.2M0.04%40,000CALLSOLE
369604301GEGE AEROSPACE$11.1M0.04%43,000PUTSOLE
084423102WRBBERKLEY W R CORP$11.0M0.04%150,225CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$11.0M0.04%150,000PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$10.9M0.04%84,906CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$10.9M0.04%345,952CommonSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$10.8M0.04%11,014,000CommonSOLE
72703H101PLNTPLANET FITNESS INC$10.8M0.04%99,086CommonSOLE
87241L109TFIITFI INTL INC$10.8M0.04%120,414CommonSOLE
17275R102CSCOCISCO SYS INC$10.8M0.04%155,400CALLSOLE
053484101AVBAVALONBAY CMNTYS INC$10.7M0.04%52,807CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$10.7M0.04%1,473,502CommonSOLE
12621E103CNOCNO FINL GROUP INC$10.7M0.04%276,086CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.5M0.04%68,900PUTSOLE
86881A100SGRYSURGERY PARTNERS INC$10.5M0.04%473,246CommonSOLE
00287Y109ABBVABBVIE INC$10.4M0.04%56,200PUTSOLE
253868103DLRDIGITAL RLTY TR INC$10.4M0.04%59,800PUTSOLE
85208M102SFMSPROUTS FMRS MKT INC$10.4M0.04%62,868CommonSOLE
G32901103FACTFACT II ACQUISITION CORP$10.3M0.04%1,000,000CommonSOLE
594972408MSTRMICROSTRATEGY INC$10.3M0.03%25,400CALLSOLE
690742101OCOWENS CORNING NEW$10.3M0.03%74,586CommonSOLE
260003108DOVDOVER CORP$10.2M0.03%55,810CommonSOLE
969904101WSMWILLIAMS SONOMA INC$10.2M0.03%62,198CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.0M0.03%34,400CALLSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$10.0M0.03%197,366CommonSOLE
75737F108RDFNREDFIN CORP$9.9M0.03%883,982CommonSOLE
55261F104MTBM & T BK CORP$9.8M0.03%50,643CommonSOLE
G7S00T104PNRPENTAIR PLC$9.8M0.03%95,636CommonSOLE
G2130T124CCCXUCHURCHILL CAP CORP X$9.8M0.03%950,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$9.8M0.03%77,593CommonSOLE
103304101BYDBOYD GAMING CORP$9.7M0.03%124,536CommonSOLE
92840M102VSTVISTRA CORP$9.7M0.03%50,000PUTSOLE
194162103CLCOLGATE PALMOLIVE CO$9.6M0.03%105,721CommonSOLE
191216100KOCOCA COLA CO$9.5M0.03%134,227CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.4M0.03%87,600PUTSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$9.4M0.03%258,681CommonSOLE
15135B101CNCCENTENE CORP DEL$9.4M0.03%173,000PUTSOLE
655844108NSCNORFOLK SOUTHN CORP$9.3M0.03%36,390CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$9.1M0.03%999,800CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$9.1M0.03%790,198CommonSOLE
902973304USBUS BANCORP DEL$9.1M0.03%200,000CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.0M0.03%9,100PUTSOLE
G6439S109NTWONEWBURY STR II ACQUISITION C$9.0M0.03%874,149CommonSOLE
G6486E102NHICNEWHOLD INVT CORP III$8.9M0.03%877,251CommonSOLE
929089100VOYAVOYA FINANCIAL INC$8.9M0.03%125,116CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$8.8M0.03%93,076CommonSOLE
831865209AOSSMITH A O CORP$8.8M0.03%134,600PUTSOLE
02079K305GOOGLALPHABET INC$8.8M0.03%50,000CALLSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.8M0.03%35,065CommonSOLE
831865209AOSSMITH A O CORP$8.8M0.03%133,700CALLSOLE
G7134A104PLMKPLUM ACQUISITION CORP IV$8.8M0.03%850,000CommonSOLE
11135F101AVGOBROADCOM INC$8.7M0.03%31,700CALLSOLE
025816109AXPAMERICAN EXPRESS CO$8.7M0.03%27,382CommonSOLE
G1051H101TACOBERTO ACQUISITION CORP$8.6M0.03%822,592CommonSOLE
189054109CLXCLOROX CO DEL$8.6M0.03%71,362CommonSOLE
30050B101EVHEVOLENT HEALTH INC$8.6M0.03%760,211CommonSOLE
68389X105ORCLORACLE CORP$8.5M0.03%39,075CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$8.5M0.03%1,250,000CALLSOLE
695156109PKGPACKAGING CORP AMER$8.5M0.03%45,245CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8.5M0.03%12,194CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.5M0.03%28,800PUTSOLE
N00985106AERAERCAP HOLDINGS NV$8.5M0.03%72,400CommonSOLE
75513E101RTXRTX CORPORATION$8.5M0.03%57,917CommonSOLE
832696405SJMSMUCKER J M CO$8.4M0.03%85,886CommonSOLE
477839104JBTMJBT MAREL CORPORATION$8.4M0.03%70,107CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$8.4M0.03%1,296,700CommonSOLE
464287432TLTISHARES TR$8.4M0.03%95,438CommonSOLE
191216100KOCOCA COLA CO$8.4M0.03%118,700PUTSOLE
866674104SUISUN CMNTYS INC$8.3M0.03%65,986CommonSOLE
89055F103BLDTOPBUILD CORP$8.3M0.03%25,700PUTSOLE
89055F103BLDTOPBUILD CORP$8.3M0.03%25,600CALLSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$8.3M0.03%1,000,000CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$8.3M0.03%134,615CommonSOLE
231021106CMICUMMINS INC$8.2M0.03%25,183CommonSOLE
457669307INSMINSMED INC$8.2M0.03%81,743CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$8.2M0.03%475,000CommonSOLE
91529Y106UNMUNUM GROUP$8.2M0.03%101,596CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.2M0.03%51,258CommonSOLE
384802104GWWGRAINGER W W INC$8.1M0.03%7,809CommonSOLE
92839U206VCVISTEON CORP$8.0M0.03%86,248CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$8.0M0.03%143,252CommonSOLE
36315X101LKFTGALAPAGOS NV$7.9M0.03%283,400CALLSOLE
983134107WYNNWYNN RESORTS LTD$7.9M0.03%83,982CommonSOLE
60786M105MCMOELIS & CO$7.9M0.03%126,163CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$7.9M0.03%26,778CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.9M0.03%90,100PUTSOLE
278865100ECLECOLAB INC$7.8M0.03%29,031CommonSOLE
G93A7H104VACHVOYAGER ACQUISITION CORP$7.8M0.03%750,000CommonSOLE
574599106MASMASCO CORP$7.7M0.03%120,400CALLSOLE
G9675P102WLACWILLOW LANE ACQUISITION CORP$7.7M0.03%750,000CommonSOLE
773121108RKLBROCKET LAB CORP$7.6M0.03%213,734CommonSOLE
48251W104KKRKKR & CO INC$7.6M0.03%57,344CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$7.6M0.03%51,042CommonSOLE
302491303FMCFMC CORP$7.5M0.03%180,656CommonSOLE
615369105MCOMOODYS CORP$7.5M0.03%15,000CommonSOLE
85423L103SAROSTANDARDAERO INC$7.5M0.03%237,351CommonSOLE
53635D202LQDALIQUIDIA CORPORATION$7.5M0.03%600,000PUTSOLE
372460105GPCGENUINE PARTS CO$7.5M0.03%61,500PUTSOLE
009158106APDAIR PRODS & CHEMS INC$7.5M0.03%26,432CommonSOLE
G29183103ETNEATON CORP PLC$7.4M0.03%20,841CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$7.4M0.03%120,200PUTSOLE
81369Y704XLISELECT SECTOR SPDR TR$7.4M0.03%50,000CommonSOLE
75700L108RRRRED ROCK RESORTS INC$7.4M0.02%141,446CommonSOLE
53635D202LQDALIQUIDIA CORPORATION$7.3M0.02%588,556CommonSOLE
49177J102KVUEKENVUE INC$7.3M0.02%350,000CALLSOLE
25460G112V32SDIREXION SHS ETF TR$7.3M0.02%925,900PUTSOLE
21871X109CRBGCOREBRIDGE FINL INC$7.3M0.02%205,512CommonSOLE
939653101ELMEELME COMMUNITIES$7.3M0.02%458,259CommonSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR$7.3M0.02%692,000CommonSOLE
872590104TMUST-MOBILE US INC$7.2M0.02%30,318CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$7.2M0.02%25,000CALLSOLE
G6301B101MLACMOUNTAIN LAKE ACQUISITION CO$7.2M0.02%700,000CommonSOLE
928881101VNTVONTIER CORPORATION$7.2M0.02%194,607CommonSOLE
G04537109ATIIARCHIMEDES TECH SPAC PARTNER$7.2M0.02%700,000CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$7.2M0.02%2,000,000CommonSOLE
47030M106JAMES HARDIE INDS PLC$7.1M0.02%265,398CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$7.1M0.02%66,100PUTSOLE
G33033104KDKARES ACQUISITION CORP II$7.1M0.02%625,000CommonSOLE
536797103LADLITHIA MTRS INC$7.1M0.02%20,892CommonSOLE
G6861F120OYSEUOYSTER ENTERPRISES II ACQUIS$7.0M0.02%696,630CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$7.0M0.02%298,976CommonSOLE
G2296A109CCCMUSDCOLUMBUS CIRCLE CAP CORP. I$7.0M0.02%655,708CommonSOLE
G5451A103LEGTLEGATO MERGER CORP III$6.9M0.02%650,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6.9M0.02%38,100PUTSOLE
03852U106ARMKARAMARK$6.9M0.02%165,553CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$6.9M0.02%79,070CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$6.9M0.02%100,000CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$6.9M0.02%100,000PUTSOLE
172908105CTASCINTAS CORP$6.9M0.02%31,000PUTSOLE
254687106DISDISNEY WALT CO$6.9M0.02%55,400PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.9M0.02%9,700PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$6.8M0.02%14,763CommonSOLE
888787108TOSTTOAST INC$6.8M0.02%153,236CommonSOLE
565394103CARTMAPLEBEAR INC$6.8M0.02%150,000CALLSOLE
962166104WYWEYERHAEUSER CO MTN BE$6.8M0.02%263,839CommonSOLE
F21107101CSTMCONSTELLIUM SE$6.8M0.02%509,296CommonSOLE
461202103INTUINTUIT$6.8M0.02%8,600PUTSOLE
749685103RPMRPM INTL INC$6.7M0.02%61,427CommonSOLE
311900104FASTFASTENAL CO$6.7M0.02%160,210CommonSOLE
G9008W105TDACTRANSLATIONAL DEV ACQUISITIO$6.7M0.02%650,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.7M0.02%6,752CommonSOLE
002824100ABTABBOTT LABS$6.7M0.02%49,000PUTSOLE
872590104TMUST-MOBILE US INC$6.6M0.02%27,800PUTSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$6.6M0.02%140,614CommonSOLE
G5304D122KCHVUKOCHAV DEFENSE ACQUI CO$6.6M0.02%650,000CommonSOLE
G73944103RAAQREAL ASSET ACQUISITION CORP$6.6M0.02%650,000CommonSOLE
G3415K101FERAFIFTH ERA ACQUISITION CORP I$6.6M0.02%650,000CommonSOLE
81762P102NOWSERVICENOW INC$6.6M0.02%6,400PUTSOLE
55305B101MHOM/I HOMES INC$6.5M0.02%58,400PUTSOLE
580135101MCDMCDONALDS CORP$6.5M0.02%22,400PUTSOLE
G1368E122BLUWUBLUE WTR ACQUISITION CORP. I$6.5M0.02%650,000CommonSOLE
278642103EBAYEBAY INC.$6.5M0.02%87,183CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$6.5M0.02%55,499CommonSOLE
79466L302CRMSALESFORCE INC$6.5M0.02%23,700PUTSOLE
48020Q107JLLJONES LANG LASALLE INC$6.4M0.02%25,140CommonSOLE
34986A104FWRDFORWARD AIR CORP$6.4M0.02%261,428CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$6.3M0.02%431,433CommonSOLE
427866108HSYHERSHEY CO$6.3M0.02%37,977CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$6.2M0.02%85,286CommonSOLE
372303206GMABGENMAB A/S$6.2M0.02%300,000CommonSOLE
G0R38G104XRPNARMADA ACQUISITION CORP II$6.2M0.02%614,000CommonSOLE
771049103RBLXROBLOX CORP$6.1M0.02%58,263CommonSOLE
344849104WOOFOOT LOCKER INC$6.1M0.02%250,000CommonSOLE
69924R1086PMPARAMOUNT GROUP INC$6.1M0.02%1,001,440CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$6.1M0.02%200,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$6.1M0.02%89,941CommonSOLE
224441105CXTCRANE NXT CO$6.0M0.02%110,482CommonSOLE
75513E101RTXRTX CORPORATION$5.9M0.02%40,700PUTSOLE

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.