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Alphadyne Asset Management LP

Q3 2025 · 13F-HR

Alphadyne Asset Management LPholdings as filed

Filed 2025-11-14 · accession 0001535943-25-000013

$1.22B
Reported value
298
Positions
2025-09-30
Period end
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The Brief · Alphadyne Asset Management LP · Q3 2025

AI · grounded in 13F

Alphadyne Asset Management LP established a new position in TLT valued at $168.5M. The fund also initiated new stakes in BABA for $150.2M and IWM for $71.4M. Additional new positions include SPY at $51.0M, NEM at $27.5M, and CM at $25.2M. Total assets under management stand at $1.22B across 143 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
01609W102BABAALIBABA GROUP HLDG LTD$150.2M12.3%840,300PUTSOLE
464287432TLTISHARES TR$91.0M7.44%1,017,800PUTSOLE
464287432TLTISHARES TR$77.6M6.34%867,800CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$51.0M4.17%76,491CommonSOLE
464287655IWMISHARES TR$39.3M3.21%162,320CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$21.9M1.79%273,900PUTSOLE
46090E103QQQINVESCO QQQ TR$21.5M1.76%35,836CommonSOLE
464287655IWMISHARES TR$21.4M1.75%88,400PUTSOLE
651639106NEMNEWMONT CORP$13.8M1.13%163,600CALLSOLE
651639106NEMNEWMONT CORP$13.7M1.12%162,100PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$12.7M1.04%38,500PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.5M1.02%44,400CALLSOLE
464287655IWMISHARES TR$10.8M0.88%44,500CALLSOLE
03831W108APPAPPLOVIN CORP$10.6M0.87%14,800CALLSOLE
458140100INTCINTEL CORP$10.3M0.84%308,000CALLSOLE
172967424CCITIGROUP INC$10.0M0.82%98,300CALLSOLE
64110L106NFLXNETFLIX INC$10.0M0.81%8,300PUTSOLE
00724F101ADBEADOBE INC$9.5M0.77%26,800CALLSOLE
64110L106NFLXNETFLIX INC$9.0M0.74%7,500CALLSOLE
92840M102VSTVISTRA CORP$8.9M0.72%45,200PUTSOLE
00724F101ADBEADOBE INC$8.6M0.71%24,500PUTSOLE
254687106DISDISNEY WALT CO$8.1M0.66%71,000CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.9M0.65%28,100PUTSOLE
458140100INTCINTEL CORP$7.9M0.65%235,200PUTSOLE
580135101MCDMCDONALDS CORP$7.8M0.64%25,700CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.8M0.64%22,600CALLSOLE
02079K107GOOGALPHABET INC$7.7M0.63%31,700PUTSOLE
931142103WMTWALMART INC$7.6M0.62%73,500CALLSOLE
02079K107GOOGALPHABET INC$7.4M0.60%30,200CALLSOLE
02079K305GOOGLALPHABET INC$7.1M0.58%29,400CALLSOLE
02079K305GOOGLALPHABET INC$6.8M0.56%28,000PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.7M0.55%41,600PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.6M0.54%13,500CALLSOLE
11135F101AVGOBROADCOM INC$6.6M0.54%20,000CALLSOLE
92840M102VSTVISTRA CORP$6.4M0.53%32,900CALLSOLE
855244109SBUXSTARBUCKS CORP$6.4M0.52%75,500CALLSOLE
81762P102NOWSERVICENOW INC$6.3M0.52%6,900CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.3M0.51%7,900CALLSOLE
87612E106TGTTARGET CORP$6.0M0.49%67,100CALLSOLE
254687106DISDISNEY WALT CO$6.0M0.49%52,500PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.8M0.47%16,800PUTSOLE
532457108LLYELI LILLY & CO$5.8M0.47%7,600CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.8M0.47%31,600PUTSOLE
464288752ITBISHARES TR$5.5M0.45%51,700CommonSOLE
03831W108APPAPPLOVIN CORP$5.5M0.45%7,600PUTSOLE
17275R102CSCOCISCO SYS INC$5.3M0.44%78,100PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$5.3M0.44%63,400PUTSOLE
81762P102NOWSERVICENOW INC$5.2M0.43%5,700PUTSOLE
36828A101GEVGE VERNOVA INC$5.0M0.41%8,100CALLSOLE
91332U101UUNITY SOFTWARE INC$4.9M0.40%123,600PUTSOLE
29786A106ETSYETSY INC$4.9M0.40%74,200PUTSOLE
17275R102CSCOCISCO SYS INC$4.9M0.40%71,700CALLSOLE
580135101MCDMCDONALDS CORP$4.9M0.40%16,100PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.9M0.40%30,100CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.8M0.39%57,400CALLSOLE
29786A106ETSYETSY INC$4.8M0.39%71,900CALLSOLE
37954Y871URAGLOBAL X FDS$4.8M0.39%100,000CommonSOLE
68389X105ORCLORACLE CORP$4.7M0.39%16,800PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$4.5M0.37%22,300CALLSOLE
75734B100RDDTREDDIT INC$4.5M0.37%19,700CALLSOLE
82509L107SHOPSHOPIFY INC$4.4M0.36%29,600PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$4.3M0.35%21,300PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.3M0.35%110,100CALLSOLE
931142103WMTWALMART INC$4.2M0.34%40,800PUTSOLE
770700102HOODROBINHOOD MKTS INC$4.2M0.34%29,200CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.2M0.34%22,900CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M0.34%8,500PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.1M0.34%5,200PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.1M0.33%4,400CALLSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4.1M0.33%275,900CALLSOLE
771049103RBLXROBLOX CORP$4.0M0.33%29,000PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$4.0M0.33%152,000CALLSOLE
79466L302CRMSALESFORCE INC$4.0M0.33%16,900PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4.0M0.33%272,100PUTSOLE
617446448MSMORGAN STANLEY$4.0M0.33%25,100CALLSOLE
87612E106TGTTARGET CORP$3.9M0.32%43,900PUTSOLE
369604301GEGE AEROSPACE$3.9M0.31%12,800CALLSOLE
79466L302CRMSALESFORCE INC$3.8M0.31%16,200CALLSOLE
433000106HIMSHIMS & HERS HEALTH INC$3.8M0.31%67,600PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.8M0.31%38,400CALLSOLE
36828A101GEVGE VERNOVA INC$3.8M0.31%6,100PUTSOLE
770700102HOODROBINHOOD MKTS INC$3.7M0.30%25,500PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$3.6M0.30%137,000PUTSOLE
594972408MSTRMICROSTRATEGY INC$3.6M0.30%11,200CALLSOLE
532457108LLYELI LILLY & CO$3.6M0.29%4,700PUTSOLE
747525103QCOMQUALCOMM INC$3.5M0.29%21,100CALLSOLE
149123101CATCATERPILLAR INC$3.5M0.28%7,300PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$3.4M0.28%22,500CALLSOLE
136069101CMCANADIAN IMPERIAL BK COMM$3.4M0.27%42,000CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.3M0.27%85,100PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.3M0.27%23,500CALLSOLE
594972408MSTRMICROSTRATEGY INC$3.3M0.27%10,100PUTSOLE
617446448MSMORGAN STANLEY$3.2M0.26%20,300PUTSOLE
369604301GEGE AEROSPACE$3.2M0.26%10,700PUTSOLE
478160104JNJJOHNSON & JOHNSON$3.2M0.26%17,300CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.2M0.26%32,600PUTSOLE
053774105CARAVIS BUDGET GROUP$3.1M0.26%19,500CALLSOLE
049468101TEAMATLASSIAN CORPORATION$3.1M0.26%19,600PUTSOLE
053774105CARAVIS BUDGET GROUP$3.1M0.25%19,400PUTSOLE
91332U101UUNITY SOFTWARE INC$3.1M0.25%77,000CALLSOLE
146869102CVNACARVANA CO$3.0M0.25%8,000CALLSOLE
478160104JNJJOHNSON & JOHNSON$3.0M0.24%16,100PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$3.0M0.24%19,700PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.0M0.24%6,600CALLSOLE
11135F101AVGOBROADCOM INC$2.9M0.24%8,900PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.9M0.24%20,600PUTSOLE
747525103QCOMQUALCOMM INC$2.9M0.24%17,500PUTSOLE
00724F101ADBEADOBE INC$2.9M0.24%8,196CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.8M0.23%17,400CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.8M0.23%33,200PUTSOLE
75734B100RDDTREDDIT INC$2.8M0.23%12,000PUTSOLE
654106103NKENIKE INC$2.8M0.23%39,500PUTSOLE
146869102CVNACARVANA CO$2.8M0.23%7,300PUTSOLE
18915M107NETCLOUDFLARE INC$2.7M0.22%12,500PUTSOLE
855244109SBUXSTARBUCKS CORP$2.7M0.22%31,500PUTSOLE
444859102HUMHUMANA INC$2.6M0.21%10,100PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.6M0.21%3,700CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$2.5M0.21%5,100PUTSOLE
336433107FSLRFIRST SOLAR INC$2.5M0.20%11,300PUTSOLE
433000106HIMSHIMS & HERS HEALTH INC$2.5M0.20%43,800CALLSOLE
013872106AAALCOA CORP$2.5M0.20%75,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.4M0.20%14,600CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$2.4M0.20%4,800CALLSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.4M0.20%8,700PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.4M0.19%7,500CALLSOLE
444859102HUMHUMANA INC$2.3M0.19%9,000CALLSOLE
097023105BABOEING CO$2.3M0.19%10,700PUTSOLE
060505104BACBANK AMERICA CORP$2.3M0.19%44,200CALLSOLE
023135106AMZNAMAZON COM INC$2.2M0.18%10,200CALLSOLE
097023105BABOEING CO$2.2M0.18%10,100CALLSOLE
00287Y109ABBVABBVIE INC$2.2M0.18%9,400PUTSOLE
654106103NKENIKE INC$2.1M0.18%30,800CALLSOLE
15101Q207CLSCELESTICA INC$2.1M0.18%8,700PUTSOLE
92840M102VSTVISTRA CORP$2.1M0.18%10,936CommonSOLE
68389X105ORCLORACLE CORP$2.1M0.17%7,600CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$2.1M0.17%6,300CALLSOLE
949746101WMT2WELLS FARGO CO NEW$2.1M0.17%25,200CALLSOLE
166764100CVXCHEVRON CORP NEW$2.1M0.17%13,600CALLSOLE
148929102CAVACAVA GROUP INC$2.1M0.17%34,600PUTSOLE
771049103RBLXROBLOX CORP$2.1M0.17%15,000CALLSOLE
833445109SNOWSNOWFLAKE INC$2.1M0.17%9,200PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$2.0M0.17%6,000PUTSOLE
00287Y109ABBVABBVIE INC$2.0M0.16%8,700CALLSOLE
336433107FSLRFIRST SOLAR INC$2.0M0.16%9,100CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.0M0.16%23,800CALLSOLE
767204100RIORIO TINTO PLC$2.0M0.16%30,000CommonSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.16%12,500PUTSOLE
025816109AXPAMERICAN EXPRESS CO$1.9M0.16%5,800CALLSOLE
88579Y101MMM3M CO$1.9M0.15%12,200CALLSOLE
437076102HDHOME DEPOT INC$1.9M0.15%4,600CALLSOLE
75886F107REGNROCKET LAB CORP$1.9M0.15%3,300PUTSOLE
18915M107NETCLOUDFLARE INC$1.8M0.15%8,500CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.8M0.15%2,600PUTSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.8M0.15%6,500CALLSOLE
038222105AMATAPPLIED MATLS INC$1.8M0.14%8,600CALLSOLE
983134107WYNNWYNN RESORTS LTD$1.7M0.14%13,200CALLSOLE
88579Y101MMM3M CO$1.7M0.14%10,800PUTSOLE
023135106AMZNAMAZON COM INC$1.6M0.13%7,400PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M0.13%3,600PUTSOLE
833445109SNOWSNOWFLAKE INC$1.6M0.13%7,000CALLSOLE
882508104TXNTEXAS INSTRS INC$1.6M0.13%8,500CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.13%3,200CALLSOLE
040413205ANETARISTA NETWORKS INC$1.5M0.13%10,500CALLSOLE
15101Q207CLSCELESTICA INC$1.5M0.12%6,200CALLSOLE
040413205ANETARISTA NETWORKS INC$1.5M0.12%10,400PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.5M0.12%17,609CommonSOLE
767292105RIOTRIOT PLATFORMS INC$1.5M0.12%76,400PUTSOLE
46222L108IONQIONQ INC$1.4M0.12%23,500PUTSOLE
149123101CATCATERPILLAR INC$1.4M0.12%3,000CALLSOLE
038222105AMATAPPLIED MATLS INC$1.4M0.11%6,800PUTSOLE
148929102CAVACAVA GROUP INC$1.4M0.11%22,900CALLSOLE
74967X103RHRH$1.4M0.11%6,700PUTSOLE
910047109UALUNITED AIRLS HLDGS INC$1.4M0.11%14,100CALLSOLE
303250104FICOFAIR ISAAC CORP$1.3M0.11%900CALLSOLE
049468101TEAMATLASSIAN CORPORATION$1.3M0.11%8,344CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.11%2,300CALLSOLE
Q4982L109IRENIREN LIMITED$1.3M0.11%27,700PUTSOLE
79466L302CRMSALESFORCE INC$1.2M0.10%5,169CommonSOLE
256746108DLTRDOLLAR TREE INC$1.2M0.09%12,300CALLSOLE
05464C101AXONAXON ENTERPRISE INC$1.1M0.09%1,600PUTSOLE
437076102HDHOME DEPOT INC$1.1M0.09%2,800PUTSOLE
58933Y105MRKMERCK & CO INC$1.1M0.09%13,400PUTSOLE
87612E106TGTTARGET CORP$1.1M0.09%12,169CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.1M0.09%30,700PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.09%3,400PUTSOLE
256746108DLTRDOLLAR TREE INC$1.1M0.09%11,300PUTSOLE
303250104FICOFAIR ISAAC CORP$1.0M0.09%700PUTSOLE
461202103INTUINTUIT$1.0M0.08%1,500CALLSOLE
92826C839VVISA INC$1.0M0.08%3,000CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.08%1,100PUTSOLE
780087102RYROYAL BK CDA$1.0M0.08%6,900PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.0M0.08%21,200CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.08%6,281CommonSOLE
74967X103RHRH$1.0M0.08%5,000CALLSOLE
254687106DISDISNEY WALT CO$995,0050.08%8,690CommonSOLE
594972408MSTRMICROSTRATEGY INC$966,3080.08%2,999CommonSOLE
29355A107ENPHENPHASE ENERGY INC$966,1470.08%27,300CALLSOLE
92826C839VVISA INC$921,7260.08%2,700PUTSOLE
75886F107REGNREGENERON PHARMACEUTICALS$899,6320.07%1,600CALLSOLE
30303M102METAMETA PLATFORMS INC$881,2560.07%1,200CALLSOLE
036752103ELVELEVANCE HEALTH INC$872,4240.07%2,700PUTSOLE
88023B103TEMTEMPUS AI INC$871,6680.07%10,800PUTSOLE
009066101ABNBAIRBNB INC$849,9400.07%7,000PUTSOLE
82509L107SHOPSHOPIFY INC$847,0770.07%5,700CALLSOLE
565788106MARAMARA HOLDINGS INC$841,7860.07%46,100PUTSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$826,8000.07%30,000CommonSOLE
594918104MSFTMICROSOFT CORP$823,0230.07%1,589CommonSOLE
717081103PFEPFIZER INC$823,0040.07%32,300CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$820,2500.07%8,500PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$816,3100.07%18,100PUTSOLE
60770K107MRNAMODERNA INC$795,5640.07%30,800CALLSOLE
009066101ABNBAIRBNB INC$789,2300.06%6,500CALLSOLE
548661107LOWLOWES COS INC$779,0610.06%3,100CALLSOLE
88339J105TTDTHE TRADE DESK INC$764,5560.06%15,600CALLSOLE
595112103MUMICRON TECHNOLOGY INC$752,9400.06%4,500PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$748,6600.06%16,600CALLSOLE
04626A103ALABASTERA LABS INC$744,0400.06%3,800PUTSOLE
036752103ELVELEVANCE HEALTH INC$743,1760.06%2,300CALLSOLE
09260D107BXBLACKSTONE INC$734,6550.06%4,300CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$727,5300.06%1,500PUTSOLE
682189105ONON SEMICONDUCTOR CORP$724,8570.06%14,700PUTSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$691,7550.06%10,700PUTSOLE
565788106MARAMARA HOLDINGS INC$675,6200.06%37,000CALLSOLE
46222L108IONQIONQ INC$658,0500.05%10,700CALLSOLE
25809K105DASHDOORDASH INC$652,7760.05%2,400CALLSOLE
05464C101AXONAXON ENTERPRISE INC$645,8760.05%900CALLSOLE
86800U302SMCISUPER MICRO COMPUTER INC$642,3960.05%13,400PUTSOLE
023135106AMZNAMAZON COM INC$639,6070.05%2,913CommonSOLE
855244109SBUXSTARBUCKS CORP$623,2480.05%7,367CommonSOLE
773121108RKLBROCKET LAB CORP$570,1290.05%11,900PUTSOLE
882508104TXNTEXAS INSTRS INC$569,5630.05%3,100PUTSOLE
063671101BMOBANK MONTREAL QUE$547,0500.04%4,200CALLSOLE
891160509TDTORONTO DOMINION BK ONT$487,6950.04%6,100PUTSOLE
60770K107MRNAMODERNA INC$485,6040.04%18,800PUTSOLE
09290D101BLKBLACKROCK INC$466,3480.04%400PUTSOLE
09290D101BLKBLACKROCK INC$466,3480.04%400CALLSOLE
15118V207CELHCELSIUS HLDGS INC$448,4220.04%7,800PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$446,3360.04%998CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$444,4110.04%3,300CALLSOLE
060505104BACBANK AMERICA CORP$443,6740.04%8,600PUTSOLE
025816109AXPAMERICAN EXPRESS CO$431,8080.04%1,300PUTSOLE
91332U101UUNITY SOFTWARE INC$427,3470.03%10,673CommonSOLE
05961W105BMABANCO MACRO SA$422,9000.03%10,000CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$421,9200.03%8,801CommonSOLE
773121108RKLBROCKET LAB CORP$416,8170.03%8,700CALLSOLE
74967X103RHROCKET LAB CORP$409,3670.03%2,015CommonSOLE
717081103PFEPFIZER INC$384,7480.03%15,100PUTSOLE
88339J105TTDTHE TRADE DESK INC$382,2780.03%7,800PUTSOLE
00827B106AFRMAFFIRM HLDGS INC$380,0160.03%5,200PUTSOLE
04626A103ALABASTERA LABS INC$372,0200.03%1,900CALLSOLE
23804L103DDOGDATADOG INC$370,2400.03%2,600CALLSOLE
21036P108STZCONSTELLATION BRANDS INC$363,6090.03%2,700PUTSOLE
58933Y105MRKMERCK & CO INC$352,5060.03%4,200CALLSOLE
461202103INTUINTUIT$341,4550.03%500PUTSOLE
60937P106MDBMONGODB INC$341,4180.03%1,100PUTSOLE
780087102RYROYAL BK CDA$309,3720.03%2,100CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$302,4000.02%6,400PUTSOLE
75886F107REGNREGENERON PHARMACEUTICALS$285,6330.02%508CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$277,7400.02%7,087CommonSOLE
15101Q207CLSCELESTICA INC$275,2060.02%1,117CommonSOLE
77543R102ROKUROKU INC$270,3510.02%2,700PUTSOLE
09260D107BXBLACKSTONE INC$256,2750.02%1,500PUTSOLE
03945R102ACHRARCHER AVIATION INC$252,9120.02%26,400PUTSOLE
13321L108CCJCAMECO CORP$251,5800.02%3,000PUTSOLE
04626A103ALABASTERA LABS INC$251,2110.02%1,283CommonSOLE
009066101ABNBAIRBNB INC$248,4250.02%2,046CommonSOLE
81762P102NOWSERVICENOW INC$245,7150.02%267CommonSOLE
891160509TDTORONTO DOMINION BK ONT$239,8500.02%3,000CALLSOLE
82509L107SHOPSHOPIFY INC$233,1690.02%1,569CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$212,5800.02%1,000CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$207,8860.02%3,100PUTSOLE
88023B103TEMTEMPUS AI INC$199,1120.02%2,467CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$191,3220.02%900PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$179,5880.01%3,982CommonSOLE
037833100AAPLAPPLE INC$178,2410.01%700PUTSOLE
654106103NKENIKE INC$156,7530.01%2,248CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$150,6160.01%13,400PUTSOLE
166764100CVXCHEVRON CORP NEW$129,5120.01%834CommonSOLE
29355A107ENPHENPHASE ENERGY INC$126,8020.01%3,583CommonSOLE
88579Y101MMM3M CO$120,5750.01%777CommonSOLE
565788106MARAMARA HOLDINGS INC$120,1330.01%6,579CommonSOLE
063671101BMOBANK MONTREAL QUE$104,2000.01%800PUTSOLE
594918104MSFTMICROSOFT CORP$103,5900.01%200PUTSOLE
303250104FICOFAIR ISAAC CORP$103,2610.01%69CommonSOLE
05464C101AXONAXON ENTERPRISE INC$80,3760.01%112CommonSOLE
92826C839VVISA INC$74,0790.01%217CommonSOLE
037833100AAPLAPPLE INC$71,0420.01%279CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$67,7390.01%503CommonSOLE
256746108DLTRDOLLAR TREE INC$62,9450.01%667CommonSOLE
172967424CCITIGROUP INC$50,7500.00%500PUTSOLE
437076102HDHOME DEPOT INC$48,2180.00%119CommonSOLE
148929102CAVACAVA GROUP INC$27,4260.00%454CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$27,2220.00%39CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$22,8710.00%237CommonSOLE
88023B103TEMTEMPUS AI INC$16,1420.00%200CALLSOLE
18915M107NETCLOUDFLARE INC$11,3730.00%53CommonSOLE
036752103ELVELEVANCE HEALTH INC$5,1700.00%16CommonSOLE
882508104TXNTEXAS INSTRS INC$3,8580.00%21CommonSOLE

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.