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Alphadyne Asset Management LP

Q4 2025 · 13F-HR

Alphadyne Asset Management LPholdings as filed

Filed 2026-02-17 · accession 0001535943-26-000002

$4.28B
Reported value
863
Positions
2025-12-31
Period end
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The Brief · Alphadyne Asset Management LP · Q4 2025

AI · grounded in 13F

Alphadyne Asset Management LP significantly increased its position in AAPL, raising its share count by 40,441.37%. The fund also accumulated shares in MSFT and META, with share increases of 21,843.71% and 11,865.5%, respectively. Conversely, the fund trimmed its holdings in IWM by 85.13% and ADBE by 50.41%.

Holdings as filed

First 500 of 863

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$634.0M14.8%929,762CommonSOLE
46090E103QQQINVESCO QQQ TR$304.2M7.11%495,200PUTSOLE
46090E103QQQINVESCO QQQ TR$138.9M3.25%226,100CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$96.2M2.25%656,400PUTSOLE
46090E103QQQINVESCO QQQ TR$76.3M1.78%124,128CommonSOLE
594918104MSFTMICROSOFT CORP$67.2M1.57%138,973CommonSOLE
594918104MSFTMICROSOFT CORP$62.4M1.46%129,100PUTSOLE
594918104MSFTMICROSOFT CORP$60.2M1.41%124,500CALLSOLE
037833100AAPLAPPLE INC$58.2M1.36%214,200PUTSOLE
464287432TLTISHARES TR$54.2M1.27%622,400PUTSOLE
949746101WMT2WELLS FARGO CO NEW$50.8M1.19%544,978CommonSOLE
02079K107GOOGALPHABET INC$50.8M1.19%161,800PUTSOLE
30303M102METAMETA PLATFORMS INC$49.7M1.16%75,300CALLSOLE
023135106AMZNAMAZON COM INC$49.7M1.16%215,300CALLSOLE
037833100AAPLAPPLE INC$49.7M1.16%182,700CALLSOLE
023135106AMZNAMAZON COM INC$48.0M1.12%207,800PUTSOLE
02079K107GOOGALPHABET INC$45.7M1.07%145,500CALLSOLE
30303M102METAMETA PLATFORMS INC$43.4M1.01%65,700PUTSOLE
464287432TLTISHARES TR$43.4M1.01%497,400CALLSOLE
67066G104NVDANVIDIA CORPORATION$38.8M0.91%208,000PUTSOLE
88160R101TSLATESLA INC$37.6M0.88%83,600PUTSOLE
67066G104NVDANVIDIA CORPORATION$37.4M0.87%200,400CALLSOLE
88160R101TSLATESLA INC$36.6M0.86%81,400CALLSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$32.3M0.76%356,900PUTSOLE
617446448MSMORGAN STANLEY$23.9M0.56%134,600CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$23.1M0.54%71,700CALLSOLE
02079K305GOOGLALPHABET INC$22.9M0.54%73,306CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$22.6M0.53%70,000PUTSOLE
172967424CCITIGROUP INC$22.0M0.51%188,800CALLSOLE
464288513HYGISHARES TR$21.5M0.50%266,833CommonSOLE
126650100CVSCVS HEALTH CORP$20.3M0.47%256,000PUTSOLE
617446448MSMORGAN STANLEY$20.1M0.47%113,200PUTSOLE
478160104JNJJOHNSON & JOHNSON$19.7M0.46%95,200PUTSOLE
949746101WMT2WELLS FARGO CO NEW$19.4M0.45%207,700CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.3M0.45%22,000CALLSOLE
126650100CVSCVS HEALTH CORP$18.4M0.43%231,400CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.9M0.42%20,400PUTSOLE
02079K305GOOGLALPHABET INC$17.5M0.41%55,900PUTSOLE
949746101WMT2WELLS FARGO CO NEW$17.1M0.40%183,100PUTSOLE
02079K305GOOGLALPHABET INC$16.4M0.38%52,400CALLSOLE
478160104JNJJOHNSON & JOHNSON$15.9M0.37%77,000CALLSOLE
17275R102CSCOCISCO SYS INC$15.0M0.35%194,700CALLSOLE
17275R102CSCOCISCO SYS INC$14.9M0.35%193,800PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$14.8M0.35%61,100PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$14.1M0.33%58,000CALLSOLE
718546104PSXPHILLIPS 66$13.5M0.32%104,700PUTSOLE
375558103GILDGILEAD SCIENCES INC$13.0M0.30%105,900PUTSOLE
36828A101GEVGE VERNOVA INC$12.9M0.30%19,700CALLSOLE
369604301GEGE AEROSPACE$12.7M0.30%41,100PUTSOLE
375558103GILDGILEAD SCIENCES INC$12.3M0.29%100,200CALLSOLE
369604301GEGE AEROSPACE$12.0M0.28%39,000CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$11.7M0.27%33,200PUTSOLE
31428X106FDXFEDEX CORP$11.5M0.27%39,800PUTSOLE
31428X106FDXFEDEX CORP$11.1M0.26%38,400CALLSOLE
718546104PSXPHILLIPS 66$11.0M0.26%85,400CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.9M0.25%61,100CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.6M0.25%35,700PUTSOLE
36828A101GEVGE VERNOVA INC$10.4M0.24%15,900PUTSOLE
172967424CCITIGROUP INC$10.3M0.24%88,600PUTSOLE
25179M103DVNDEVON ENERGY CORP NEW$10.2M0.24%278,100PUTSOLE
038222105AMATAPPLIED MATLS INC$9.9M0.23%38,600PUTSOLE
464287432TLTISHARES TR$9.9M0.23%113,016CommonSOLE
931142103WMTWALMART INC$9.8M0.23%87,900PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.5M0.22%26,900CALLSOLE
651639106NEMNEWMONT CORP$9.4M0.22%93,700PUTSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.3M0.22%255,100CALLSOLE
34959E109FTNTFORTINET INC$9.1M0.21%114,600PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$8.9M0.21%341,100CALLSOLE
30231G102XOMEXXON MOBIL CORP$8.9M0.21%74,100PUTSOLE
931142103WMTWALMART INC$8.9M0.21%79,800CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.8M0.20%29,600CALLSOLE
336433107FSLRFIRST SOLAR INC$8.8M0.20%33,500CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.4M0.20%47,200PUTSOLE
02079K107GOOGALPHABET INC$8.3M0.19%26,557CommonSOLE
406216101HALHALLIBURTON CO$7.9M0.18%279,100PUTSOLE
064058100BKBANK NEW YORK MELLON CORP$7.9M0.18%67,900CALLSOLE
651639106NEMNEWMONT CORP$7.8M0.18%78,300CALLSOLE
038222105AMATAPPLIED MATLS INC$7.7M0.18%30,100CALLSOLE
369550108GDGENERAL DYNAMICS CORP$7.5M0.18%22,400CALLSOLE
364760108GAPGAP INC$7.5M0.18%293,800PUTSOLE
406216101HALHALLIBURTON CO$7.4M0.17%263,400CALLSOLE
493267108KEYKEYCORP$7.4M0.17%358,800PUTSOLE
74967X103RHRH$7.4M0.17%41,300CALLSOLE
03674X106ARANTERO RESOURCES CORP$7.4M0.17%213,300CALLSOLE
82509L107SHOPSHOPIFY INC$7.2M0.17%45,000PUTSOLE
125269100CFCF INDS HLDGS INC$7.2M0.17%93,400CALLSOLE
92840M102VSTVISTRA CORP$7.1M0.17%44,200CALLSOLE
025816109AXPAMERICAN EXPRESS CO$7.1M0.17%19,200CALLSOLE
34959E109FTNTFORTINET INC$7.0M0.16%88,500CALLSOLE
G6683N103NUNU HLDGS LTD$7.0M0.16%418,700PUTSOLE
364760108GAPGAP INC$7.0M0.16%273,400CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.0M0.16%85,300CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$7.0M0.16%62,200CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$6.7M0.16%67,600PUTSOLE
013872106AAALCOA CORP$6.6M0.16%125,000CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$6.6M0.15%104,300CALLSOLE
03674X106ARANTERO RESOURCES CORP$6.5M0.15%188,400PUTSOLE
336433107FSLRFIRST SOLAR INC$6.5M0.15%24,800PUTSOLE
92840M102VSTVISTRA CORP$6.4M0.15%39,900PUTSOLE
060505104BACBANK AMERICA CORP$6.4M0.15%117,000CALLSOLE
670346105NUENUCOR CORP$6.4M0.15%39,300PUTSOLE
064058100BKBANK NEW YORK MELLON CORP$6.4M0.15%54,900PUTSOLE
30231G102XOMEXXON MOBIL CORP$6.4M0.15%52,800CALLSOLE
G6683N103NUNU HLDGS LTD$6.3M0.15%375,600CALLSOLE
125269100CFCF INDS HLDGS INC$6.2M0.14%80,100PUTSOLE
369550108GDGENERAL DYNAMICS CORP$6.2M0.14%18,400PUTSOLE
H1467J104CBCHUBB LIMITED$6.2M0.14%19,800CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6.2M0.14%10,600CALLSOLE
00287Y109ABBVABBVIE INC$6.1M0.14%26,800PUTSOLE
097023105BABOEING CO$6.1M0.14%27,900CALLSOLE
744320102PRUPRUDENTIAL FINL INC$6.0M0.14%53,300CALLSOLE
718546104PSXPHILLIPS 66$6.0M0.14%46,598CommonSOLE
191216100KOCOCA COLA CO$6.0M0.14%85,900PUTSOLE
219350105GLWCORNING INC$6.0M0.14%68,200PUTSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$5.8M0.14%91,900PUTSOLE
493267108KEYKEYCORP$5.8M0.14%280,700CALLSOLE
82509L107SHOPSHOPIFY INC$5.8M0.13%35,800CALLSOLE
81762P102NOWSERVICENOW INC$5.7M0.13%37,500CALLSOLE
256677105DGDOLLAR GEN CORP NEW$5.7M0.13%43,200CALLSOLE
670346105NUENUCOR CORP$5.6M0.13%34,400CALLSOLE
464287655IWMISHARES TR$5.5M0.13%22,500PUTSOLE
458140100INTCINTEL CORP$5.5M0.13%149,800PUTSOLE
256677105DGDOLLAR GEN CORP NEW$5.5M0.13%41,600PUTSOLE
744320102PRUPRUDENTIAL FINL INC$5.5M0.13%48,300PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.4M0.13%100,400CALLSOLE
58933Y105MRKMERCK & CO INC$5.4M0.13%51,400PUTSOLE
58933Y105MRKMERCK & CO INC$5.4M0.13%51,300CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.4M0.13%54,200CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5.4M0.13%125,806CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.4M0.13%11,100PUTSOLE
00724F101ADBEADOBE INC$5.4M0.13%15,300PUTSOLE
219350105GLWCORNING INC$5.3M0.12%61,000CALLSOLE
91913Y100VLOVALERO ENERGY CORP$5.3M0.12%32,700PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.3M0.12%90,500CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.3M0.12%64,600PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$5.3M0.12%10,900CALLSOLE
464287655IWMISHARES TR$5.3M0.12%21,400CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.2M0.12%96,700PUTSOLE
512807306LRCXLAM RESEARCH CORP$5.2M0.12%30,100PUTSOLE
191216100KOCOCA COLA CO$5.1M0.12%73,500CALLSOLE
012653101ALBALBEMARLE CORP$5.1M0.12%36,200PUTSOLE
11135F101AVGOBROADCOM INC$5.1M0.12%14,700CALLSOLE
464288752ITBISHARES TR$5.0M0.12%51,700CommonSOLE
74967X103RHRH$4.9M0.12%27,600PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$4.9M0.12%8,500PUTSOLE
149123101CATCATERPILLAR INC$4.9M0.12%8,600PUTSOLE
910047109UALUNITED AIRLS HLDGS INC$4.9M0.11%43,900PUTSOLE
60770K107MRNAMODERNA INC$4.9M0.11%166,400PUTSOLE
032095101APHAMPHENOL CORP NEW$4.8M0.11%35,800PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$4.8M0.11%183,500PUTSOLE
00724F101ADBEADOBE INC$4.8M0.11%13,700CALLSOLE
049468101TEAMATLASSIAN CORPORATION$4.7M0.11%29,000CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$4.6M0.11%112,300PUTSOLE
012653101ALBALBEMARLE CORP$4.6M0.11%32,400CALLSOLE
049468101TEAMATLASSIAN CORPORATION$4.6M0.11%28,200PUTSOLE
00287Y109ABBVABBVIE INC$4.5M0.11%19,900CALLSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4.5M0.11%79,000CALLSOLE
443201108HWMHOWMET AEROSPACE INC$4.5M0.11%22,100PUTSOLE
254687106DISDISNEY WALT CO$4.5M0.11%39,800CALLSOLE
256746108DLTRDOLLAR TREE INC$4.5M0.10%36,500PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$4.5M0.10%27,600CALLSOLE
040413205ANETARISTA NETWORKS INC$4.4M0.10%33,800PUTSOLE
60770K107MRNAMODERNA INC$4.4M0.10%150,100CALLSOLE
74762E102QUREQUANTA SVCS INC$4.4M0.10%10,400PUTSOLE
03831W108APPAPPLOVIN CORP$4.4M0.10%6,500CALLSOLE
75734B100RDDTREDDIT INC$4.3M0.10%18,900CALLSOLE
02376R102AALAMERICAN AIRLS GROUP INC$4.3M0.10%283,400PUTSOLE
032095101APHAMPHENOL CORP NEW$4.3M0.10%32,000CALLSOLE
55087P104LYFTLYFT INC$4.2M0.10%219,200CALLSOLE
81762P102NOWSERVICENOW INC$4.2M0.10%27,500PUTSOLE
79466L302CRMSALESFORCE INC$4.2M0.10%15,900CALLSOLE
878742204TECKTECK RESOURCES LTD$4.2M0.10%87,300PUTSOLE
91913Y100VLOVALERO ENERGY CORP$4.2M0.10%25,500CALLSOLE
025816109AXPAMERICAN EXPRESS CO$4.1M0.10%11,200PUTSOLE
458140100INTCINTEL CORP$4.1M0.10%111,200CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.1M0.10%13,100CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$4.1M0.10%25,200PUTSOLE
149123101CATCATERPILLAR INC$4.1M0.10%7,100CALLSOLE
040413205ANETARISTA NETWORKS INC$4.1M0.09%31,000CALLSOLE
55087P104LYFTLYFT INC$4.0M0.09%208,700PUTSOLE
075887109BDXBECTON DICKINSON & CO$4.0M0.09%20,800CALLSOLE
060505104BACBANK AMERICA CORP$4.0M0.09%73,000PUTSOLE
64110D104NTAPNETAPP INC$4.0M0.09%37,400CALLSOLE
165167735EXEEXPAND ENERGY CORPORATION$4.0M0.09%36,200CALLSOLE
713448108PEPPEPSICO INC$4.0M0.09%27,700CALLSOLE
878742204TECKTECK RESOURCES LTD$4.0M0.09%82,800CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$4.0M0.09%67,900PUTSOLE
444859102HUMHUMANA INC$3.9M0.09%15,300PUTSOLE
165167735EXEEXPAND ENERGY CORPORATION$3.9M0.09%35,300PUTSOLE
443201108HWMHOWMET AEROSPACE INC$3.9M0.09%19,000CALLSOLE
74762E102QUREQUANTA SVCS INC$3.9M0.09%9,200CALLSOLE
H1467J104CBCHUBB LIMITED$3.9M0.09%12,400PUTSOLE
49177J102KVUEKENVUE INC$3.8M0.09%222,100PUTSOLE
075887109BDXBECTON DICKINSON & CO$3.8M0.09%19,400PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$3.7M0.09%20,200CALLSOLE
713448108PEPPEPSICO INC$3.7M0.09%25,800PUTSOLE
032654105ADIANALOG DEVICES INC$3.7M0.09%13,600CALLSOLE
09260D107BXBLACKSTONE INC$3.7M0.09%23,900CALLSOLE
039483102ADMARCHER DANIELS MIDLAND CO$3.7M0.09%63,800PUTSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$3.7M0.09%40,400CALLSOLE
77543R102ROKUROKU INC$3.6M0.09%33,600PUTSOLE
278642103EBAYEBAY INC.$3.6M0.08%41,600PUTSOLE
13321L108CCJCAMECO CORP$3.6M0.08%39,500CALLSOLE
256746108DLTRDOLLAR TREE INC$3.6M0.08%29,300CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.6M0.08%10,900PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.6M0.08%23,900CALLSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$3.6M0.08%41,000PUTSOLE
819047101SHAKSHAKE SHACK INC$3.6M0.08%43,800CALLSOLE
629377508NRGNRG ENERGY INC$3.5M0.08%22,100CALLSOLE
550021109LULULULULEMON ATHLETICA INC$3.5M0.08%16,900PUTSOLE
855244109SBUXSTARBUCKS CORP$3.5M0.08%41,600CALLSOLE
09260D107BXBLACKSTONE INC$3.5M0.08%22,700PUTSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.5M0.08%4,500PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.5M0.08%23,100PUTSOLE
427866108HSYHERSHEY CO$3.5M0.08%19,000CALLSOLE
466313103JBLJABIL INC$3.4M0.08%15,100PUTSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3.4M0.08%7,700PUTSOLE
855244109SBUXSTARBUCKS CORP$3.4M0.08%40,700PUTSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$3.4M0.08%38,800CALLSOLE
200340107CMACOMERICA INC$3.4M0.08%38,900CALLSOLE
02376R102AALAMERICAN AIRLS GROUP INC$3.4M0.08%220,500CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.4M0.08%26,800PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$3.4M0.08%18,300PUTSOLE
81369Y852XLCSELECT SECTOR SPDR TR$3.4M0.08%28,524CommonSOLE
654106103NKENIKE INC$3.4M0.08%52,700PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.3M0.08%60,915CommonSOLE
49177J102KVUEKENVUE INC$3.3M0.08%191,500CALLSOLE
03831W108APPAPPLOVIN CORP$3.3M0.08%4,900PUTSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3.3M0.08%7,400CALLSOLE
77543R102ROKUROKU INC$3.3M0.08%30,400CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$3.3M0.08%32,700PUTSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$3.3M0.08%42,900PUTSOLE
87612E106TGTTARGET CORP$3.2M0.08%33,200PUTSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.2M0.08%31,400CALLSOLE
37045V100GMGENERAL MTRS CO$3.2M0.08%39,700CALLSOLE
032654105ADIANALOG DEVICES INC$3.2M0.08%11,900PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.2M0.08%22,000CommonSOLE
767204100RIORIO TINTO PLC$3.2M0.07%40,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.2M0.07%3,500CALLSOLE
64110D104NTAPNETAPP INC$3.2M0.07%29,600PUTSOLE
227046109CROXCROCS INC$3.2M0.07%36,900CALLSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$3.2M0.07%41,500CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3.1M0.07%130,600CALLSOLE
512807306LRCXLAM RESEARCH CORP$3.1M0.07%18,100CALLSOLE
21036P108STZCONSTELLATION BRANDS INC$3.1M0.07%22,400PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$3.1M0.07%74,800CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.1M0.07%9,800PUTSOLE
278642103EBAYEBAY INC.$3.0M0.07%35,000CALLSOLE
427866108HSYHERSHEY CO$3.0M0.07%16,700PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.07%9,200CALLSOLE
52567D107LMNDLEMONADE INC$3.0M0.07%42,600CALLSOLE
876030107TPRTAPESTRY INC$3.0M0.07%23,700PUTSOLE
82452J109FOURSHIFT4 PMTS INC$3.0M0.07%48,000CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.0M0.07%11,800CALLSOLE
67077M108NTRNUTRIEN LTD$3.0M0.07%48,800PUTSOLE
819047101SHAKSHAKE SHACK INC$3.0M0.07%36,900PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$3.0M0.07%29,900CALLSOLE
52567D107LMNDLEMONADE INC$3.0M0.07%41,700PUTSOLE
053774105CARAVIS BUDGET GROUP$3.0M0.07%23,000CALLSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.9M0.07%28,600PUTSOLE
466313103JBLJABIL INC$2.9M0.07%12,900CALLSOLE
33829M101FIVEFIVE BELOW INC$2.9M0.07%15,600CALLSOLE
23331A109DHID R HORTON INC$2.9M0.07%20,400CALLSOLE
227046109CROXCROCS INC$2.9M0.07%33,800PUTSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.9M0.07%120,200PUTSOLE
37940X102GPNGLOBAL PMTS INC$2.9M0.07%37,300PUTSOLE
37940X102GPNGLOBAL PMTS INC$2.9M0.07%37,000CALLSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.9M0.07%3,700CALLSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.8M0.07%44,300CALLSOLE
37045V100GMGENERAL MTRS CO$2.8M0.07%34,600PUTSOLE
594972408MSTRSTRATEGY INC$2.8M0.07%18,500CALLSOLE
629377508NRGNRG ENERGY INC$2.8M0.07%17,600PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.8M0.06%32,200PUTSOLE
21036P108STZCONSTELLATION BRANDS INC$2.8M0.06%20,100CALLSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.7M0.06%13,100PUTSOLE
235851102DHRDANAHER CORPORATION$2.7M0.06%11,900PUTSOLE
171779309CIENCIENA CORP$2.7M0.06%11,600PUTSOLE
81762P102NOWSERVICENOW INC$2.7M0.06%17,685CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$2.7M0.06%50,048CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.7M0.06%31,100CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.7M0.06%10,400PUTSOLE
009066101ABNBAIRBNB INC$2.7M0.06%19,600PUTSOLE
580135101MCDMCDONALDS CORP$2.7M0.06%8,700PUTSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$2.6M0.06%107,900PUTSOLE
833445109SNOWSNOWFLAKE INC$2.6M0.06%12,000PUTSOLE
75734B100RDDTREDDIT INC$2.6M0.06%11,400PUTSOLE
882508104TXNTEXAS INSTRS INC$2.6M0.06%15,100PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$2.6M0.06%11,500PUTSOLE
889478103TOLTOLL BROTHERS INC$2.6M0.06%19,100PUTSOLE
55616P104MMACYS INC$2.6M0.06%116,800PUTSOLE
146869102CVNACARVANA CO$2.6M0.06%6,100CALLSOLE
65339F101NEENEXTERA ENERGY INC$2.6M0.06%32,000CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.6M0.06%9,200CALLSOLE
889478103TOLTOLL BROTHERS INC$2.6M0.06%18,900CALLSOLE
023135106AMZNAMAZON COM INC$2.5M0.06%11,041CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$2.5M0.06%125,200CALLSOLE
882508104TXNTEXAS INSTRS INC$2.5M0.06%14,600CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$2.5M0.06%11,200CALLSOLE
097023105BABOEING CO$2.5M0.06%11,600PUTSOLE
235851102DHRDANAHER CORPORATION$2.5M0.06%11,000CALLSOLE
595112103MUMICRON TECHNOLOGY INC$2.5M0.06%8,800PUTSOLE
780087102RYROYAL BK CDA$2.5M0.06%14,700PUTSOLE
184496107CLHCLEAN HARBORS INC$2.5M0.06%10,683CommonSOLE
55616P104MMACYS INC$2.5M0.06%113,500CALLSOLE
15643U104LEUCENTRUS ENERGY CORP$2.5M0.06%10,300CALLSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$2.5M0.06%102,400CALLSOLE
13321L108CCJCAMECO CORP$2.5M0.06%27,300PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.5M0.06%5,300PUTSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.5M0.06%29,600CALLSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.5M0.06%6,300PUTSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.4M0.06%37,900PUTSOLE
771049103RBLXROBLOX CORP$2.4M0.06%29,900CALLSOLE
11135F101AVGOBROADCOM INC$2.4M0.06%7,000PUTSOLE
594972408MSTRSTRATEGY INC$2.4M0.06%15,900PUTSOLE
16411R208LNGCHENIERE ENERGY INC$2.4M0.06%12,200PUTSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2.4M0.06%2,600PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.3M0.05%28,669CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.3M0.05%28,800PUTSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$2.3M0.05%112,700PUTSOLE
33829M101FIVEFIVE BELOW INC$2.3M0.05%12,100PUTSOLE
254687106DISDISNEY WALT CO$2.3M0.05%20,000PUTSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.2M0.05%7,600CALLSOLE
79466L302CRMSALESFORCE INC$2.2M0.05%8,400PUTSOLE
256163106DOCUDOCUSIGN INC$2.2M0.05%32,400PUTSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.2M0.05%64,200CALLSOLE
550021109LULULULULEMON ATHLETICA INC$2.2M0.05%10,500CALLSOLE
82452J109FOURSHIFT4 PMTS INC$2.2M0.05%34,600PUTSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.2M0.05%10,400CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.1M0.05%10,000PUTSOLE
09290D101BLKBLACKROCK INC$2.1M0.05%2,000CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.1M0.05%17,000CALLSOLE
247361702DALDELTA AIR LINES INC DEL$2.1M0.05%30,800CALLSOLE
876030107TPRTAPESTRY INC$2.1M0.05%16,700CALLSOLE
009066101ABNBAIRBNB INC$2.1M0.05%15,600CALLSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.1M0.05%25,400CALLSOLE
16411R208LNGCHENIERE ENERGY INC$2.1M0.05%10,800CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.05%7,800CALLSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.1M0.05%17,400CALLSOLE
532457108LLYELI LILLY & CO$2.0M0.05%1,900PUTSOLE
18915M107NETCLOUDFLARE INC$2.0M0.05%10,300CALLSOLE
26884L109EQTEQT CORP$2.0M0.05%37,600CALLSOLE
57667L107MTCHMATCH GROUP INC NEW$2.0M0.05%62,400PUTSOLE
87612E106TGTTARGET CORP$2.0M0.05%20,500CALLSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.0M0.05%6,800PUTSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.0M0.05%23,800PUTSOLE
87256C101TKOTKO GROUP HOLDINGS INC$2.0M0.05%9,500CALLSOLE
858119100STLDSTEEL DYNAMICS INC$2.0M0.05%11,700PUTSOLE
256163106DOCUDOCUSIGN INC$2.0M0.05%28,700CALLSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.0M0.05%23,500PUTSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.9M0.05%21,600CALLSOLE
23331A109DHID R HORTON INC$1.9M0.05%13,400PUTSOLE
053774105CARAVIS BUDGET GROUP$1.9M0.04%15,000PUTSOLE
26884L109EQTEQT CORP$1.9M0.04%35,700PUTSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.9M0.04%4,900CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.04%7,100PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.9M0.04%37,400PUTSOLE
922475108VEEVVEEVA SYS INC$1.9M0.04%8,500PUTSOLE
922475108VEEVVEEVA SYS INC$1.9M0.04%8,495CommonSOLE
15135B101CNCCENTENE CORP DEL$1.9M0.04%46,000PUTSOLE
437076102HDHOME DEPOT INC$1.9M0.04%5,500PUTSOLE
682680103OKEONEOK INC NEW$1.9M0.04%25,500PUTSOLE
87422Q109TLNTALEN ENERGY CORP$1.9M0.04%5,000PUTSOLE
57667L107MTCHMATCH GROUP INC NEW$1.9M0.04%57,800CALLSOLE
682680103OKEONEOK INC NEW$1.9M0.04%25,200CALLSOLE
98138H101WDAYWORKDAY INC$1.8M0.04%8,600CALLSOLE
771049103RBLXROBLOX CORP$1.8M0.04%22,700PUTSOLE
368736104GNRCGENERAC HLDGS INC$1.8M0.04%13,400CALLSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.8M0.04%5,200PUTSOLE
98138H101WDAYWORKDAY INC$1.8M0.04%8,400PUTSOLE
83304A106SNAPSNAP INC$1.8M0.04%221,200CALLSOLE
04626A103ALABASTERA LABS INC$1.8M0.04%10,700CALLSOLE
200340107CMACOMERICA INC$1.8M0.04%20,400PUTSOLE
02209S103MOALTRIA GROUP INC$1.7M0.04%30,300CALLSOLE
171779309CIENCIENA CORP$1.7M0.04%7,400CALLSOLE
78409V104SPGIS&P GLOBAL INC$1.7M0.04%3,300PUTSOLE
58155Q103MCKMCKESSON CORP$1.7M0.04%2,100PUTSOLE
92189F106GDXVANECK ETF TRUST$1.7M0.04%20,000CALLSOLE
654106103NKENIKE INC$1.7M0.04%26,900CALLSOLE
30303M102METAMETA PLATFORMS INC$1.7M0.04%2,586CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.7M0.04%9,900CALLSOLE
86771W105RUNSUNRUN INC$1.7M0.04%92,100CALLSOLE
98980G102ZSZSCALER INC$1.7M0.04%7,500CALLSOLE
87422Q109TLNTALEN ENERGY CORP$1.7M0.04%4,500CALLSOLE
858119100STLDSTEEL DYNAMICS INC$1.7M0.04%9,900CALLSOLE
086516101BBYBEST BUY INC$1.7M0.04%25,000CALLSOLE
679295105OKTAOKTA INC$1.7M0.04%19,300CALLSOLE
34959E109FTNTFORTINET INC$1.6M0.04%20,769CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.6M0.04%18,300PUTSOLE
58155Q103MCKMCKESSON CORP$1.6M0.04%2,000CALLSOLE
444859102HUMHUMANA INC$1.6M0.04%6,400CALLSOLE
78409V104SPGIS&P GLOBAL INC$1.6M0.04%3,100CALLSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.6M0.04%300CALLSOLE
00827B106AFRMAFFIRM HLDGS INC$1.6M0.04%21,500CALLSOLE
87256C101TKOTKO GROUP HOLDINGS INC$1.6M0.04%7,600PUTSOLE
03073E105CORCENCORA INC$1.6M0.04%4,700PUTSOLE
15643U104LEUCENTRUS ENERGY CORP$1.6M0.04%6,500PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.04%1,800CALLSOLE
49456B101KMIKINDER MORGAN INC DEL$1.6M0.04%56,400PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.5M0.04%3,300CALLSOLE
40412C101HCAHCA HEALTHCARE INC$1.5M0.04%3,300PUTSOLE
422704106HLHECLA MNG CO$1.5M0.04%79,900CALLSOLE
922475108VEEVVEEVA SYS INC$1.5M0.04%6,800CALLSOLE
833445109SNOWSNOWFLAKE INC$1.5M0.04%6,900CALLSOLE
679295105OKTAOKTA INC$1.5M0.04%17,400PUTSOLE
532457108LLYELI LILLY & CO$1.5M0.04%1,400CALLSOLE
67077M108NTRNUTRIEN LTD$1.5M0.04%24,300CALLSOLE
H11356104BGBUNGE GLOBAL SA$1.5M0.03%16,800PUTSOLE
770700102HOODROBINHOOD MKTS INC$1.5M0.03%13,200PUTSOLE
02209S103MOALTRIA GROUP INC$1.5M0.03%25,700PUTSOLE
008073108AVAVAEROVIRONMENT INC$1.5M0.03%6,100CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.5M0.03%2,514CommonSOLE
86771W105RUNSUNRUN INC$1.4M0.03%78,200PUTSOLE
433000106HIMSHIMS & HERS HEALTH INC$1.4M0.03%44,300CALLSOLE
00827B106AFRMAFFIRM HLDGS INC$1.4M0.03%19,300PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$1.4M0.03%7,787CommonSOLE
231021106CMICUMMINS INC$1.4M0.03%2,800CALLSOLE
747525103QCOMQUALCOMM INC$1.4M0.03%8,200CALLSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.4M0.03%62,600CALLSOLE
G5960L103MDTMEDTRONIC PLC$1.4M0.03%14,500CALLSOLE
03073E105CORCENCORA INC$1.4M0.03%4,100CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$1.4M0.03%33,300PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.03%2,802CommonSOLE
422704106HLHECLA MNG CO$1.4M0.03%70,500PUTSOLE
747525103QCOMQUALCOMM INC$1.4M0.03%7,900PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$1.3M0.03%49,000CALLSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.3M0.03%11,200PUTSOLE
44812J104HUTHUT 8 CORP$1.3M0.03%29,100PUTSOLE
461202103INTUINTUIT$1.3M0.03%2,000PUTSOLE
969904101WSMWILLIAMS SONOMA INC$1.3M0.03%7,400CALLSOLE
26142V105DKNGDRAFTKINGS INC NEW$1.3M0.03%37,900PUTSOLE
44812J104HUTHUT 8 CORP$1.3M0.03%28,400CALLSOLE
60855R100MOHMOLINA HEALTHCARE INC$1.3M0.03%7,500PUTSOLE
770700102HOODROBINHOOD MKTS INC$1.3M0.03%11,500CALLSOLE
64110L106NFLXNETFLIX INC$1.3M0.03%13,700CALLSOLE
18915M107NETCLOUDFLARE INC$1.3M0.03%6,500PUTSOLE
717081103PFEPFIZER INC$1.3M0.03%51,400PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.03%34,500CALLSOLE
983134107WYNNWYNN RESORTS LTD$1.3M0.03%10,600CALLSOLE
268150109DTDYNATRACE INC$1.3M0.03%29,400CALLSOLE
15101Q207CLSCELESTICA INC$1.3M0.03%4,300PUTSOLE
56585A102MPCMARATHON PETE CORP$1.3M0.03%7,800PUTSOLE
053774105CARAVIS BUDGET GROUP$1.3M0.03%9,845CommonSOLE
008073108AVAVAEROVIRONMENT INC$1.3M0.03%5,200PUTSOLE
91913Y100VLOVALERO ENERGY CORP$1.3M0.03%7,712CommonSOLE
713448108PEPPEPSICO INC$1.3M0.03%8,730CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.2M0.03%43,000PUTSOLE
231021106CMICUMMINS INC$1.2M0.03%2,400PUTSOLE
74762E102QUREQUANTA SVCS INC$1.2M0.03%2,892CommonSOLE
H11356104BGBUNGE GLOBAL SA$1.2M0.03%13,700CALLSOLE
368736104GNRCGENERAC HLDGS INC$1.2M0.03%8,900PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.03%4,061CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.03%3,900CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.03%3,610CommonSOLE
69331C108PCGPG&E CORP$1.2M0.03%74,100PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.03%2,100PUTSOLE
56585A102MPCMARATHON PETE CORP$1.2M0.03%7,300CALLSOLE
88579Y101MMM3M CO$1.2M0.03%7,400CALLSOLE
69331C108PCGPG&E CORP$1.2M0.03%73,500CALLSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.2M0.03%52,800PUTSOLE
771049103RBLXROBLOX CORP$1.1M0.03%14,179CommonSOLE
91332U101UUNITY SOFTWARE INC$1.1M0.03%25,800PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.1M0.03%57,800CALLSOLE
518439104ELLAUDER ESTEE COS INC$1.1M0.03%10,800CALLSOLE
91332U101UUNITY SOFTWARE INC$1.1M0.03%25,600CALLSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.1M0.03%17,737CommonSOLE
98980G102ZSZSCALER INC$1.1M0.03%5,000PUTSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.03%11,700PUTSOLE
17253J106CIFRCIPHER MINING INC$1.1M0.03%75,500CALLSOLE
60855R100MOHMOLINA HEALTHCARE INC$1.1M0.03%6,400CALLSOLE
086516101BBYBEST BUY INC$1.1M0.03%16,500PUTSOLE
60937P106MDBMONGODB INC$1.1M0.03%2,600CALLSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.03%4,400PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.03%1,900CALLSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.02%4,300CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$1.1M0.02%25,500CALLSOLE
969904101WSMWILLIAMS SONOMA INC$1.1M0.02%5,900PUTSOLE
872540109TJXTJX COS INC NEW$1.0M0.02%6,800PUTSOLE
433000106HIMSHIMS & HERS HEALTH INC$1.0M0.02%32,100PUTSOLE
98980G102ZSZSCALER INC$1.0M0.02%4,634CommonSOLE
767292105RIOTRIOT PLATFORMS INC$1.0M0.02%81,900PUTSOLE
72703H101PLNTPLANET FITNESS INC$1.0M0.02%9,500PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.02%1,800CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.0M0.02%17,477CommonSOLE
063671101BMOBANK MONTREAL QUE$999,3830.02%7,700PUTSOLE
872540109TJXTJX COS INC NEW$983,1040.02%6,400CALLSOLE
03674X106ARANTERO RESOURCES CORP$971,7380.02%28,199CommonSOLE
03743Q108APAAPA CORPORATION$958,8320.02%39,200CALLSOLE
15101Q207CLSCELESTICA INC$945,9520.02%3,200CALLSOLE
518439104ELLAUDER ESTEE COS INC$942,4800.02%9,000PUTSOLE
64110L106NFLXNETFLIX INC$937,6000.02%10,000PUTSOLE
125523100CITHE CIGNA GROUP$935,7820.02%3,400PUTSOLE
64110L106NFLXNETFLIX INC$935,0680.02%9,973CommonSOLE
40412C101HCAHCA HEALTHCARE INC$933,7200.02%2,000CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$930,4590.02%4,700CALLSOLE
461202103INTUINTUIT$927,3880.02%1,400CALLSOLE
767292105RIOTRIOT PLATFORMS INC$922,3760.02%72,800CALLSOLE
55024U109LITELUMENTUM HLDGS INC$921,4750.02%2,500CALLSOLE
268150109DTDYNATRACE INC$914,4740.02%21,100PUTSOLE
595112103MUMICRON TECHNOLOGY INC$913,3120.02%3,200CALLSOLE
05961W105BMABANCO MACRO SA$910,6160.02%10,100CommonSOLE

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.