MondegarAI
Caption Management, LLC

Q1 2026 · 13F-HR

Caption Management, LLCholdings as filed

Filed 2026-05-15 · accession 0001706766-26-000004

$17.12B
Reported value
1,484
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Caption Management, LLC · Q1 2026

AI · grounded in 13F

Caption Management, LLC established a new position in META valued at $1.27B. The fund also opened a new stake in EA worth $347.9M and increased its holdings in OWL by 811.87%. On the sell side, the fund closed its positions in AAPL and LLY, reducing its exposure by $255.5M and $119.8M respectively.

Holdings as filed

First 500 of 1484

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$1.14B6.68%2,000,000CALLSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$395.6M2.31%667,200CALLSOLE
146869102CVNACARVANA CO$357.6M2.09%1,137,600PUTSOLE
934423104WBDWARNER BROS DISCOVERY INC$327.2M1.91%11,916,600PUTSOLE
285512109EAELECTRONIC ARTS INC$277.0M1.62%1,358,600PUTSOLE
67066G104NVDANVIDIA CORPORATION$274.7M1.60%1,575,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$262.9M1.54%1,507,700CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$243.1M1.42%410,000PUTSOLE
09581B103OWLBLUE OWL CAPITAL INC$209.5M1.22%22,950,400PUTSOLE
023135106AMZNAMAZON COM INC$208.3M1.22%1,000,000CALLSOLE
146869102CVNACARVANA CO$182.2M1.06%579,500CALLSOLE
67066G104NVDANVIDIA CORPORATION$156.3M0.91%896,000CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$149.0M0.87%5,425,800CALLSOLE
09581B103OWLBLUE OWL CAPITAL INC$138.0M0.81%15,117,955CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$130.6M0.76%661,300PUTSOLE
594918104MSFTMICROSOFT CORP$129.6M0.76%350,000CALLSOLE
464287515IGVISHARES TR$123.1M0.72%1,537,700CALLSOLE
55024U109LITELUMENTUM HLDGS INC$123.0M0.72%175,000CALLSOLE
76155X100RVMDREVOLUTION MEDICINES INC$119.3M0.70%1,226,900PUTSOLE
78464A870XBISPDR SERIES TRUST$114.2M0.67%894,100PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$113.1M0.66%417,800PUTSOLE
88160R101TSLATESLA INC$111.5M0.65%300,000PUTSOLE
88160R101TSLATESLA INC$111.4M0.65%299,700CommonSOLE
023135106AMZNAMAZON COM INC$107.0M0.62%513,750CommonSOLE
023135106AMZNAMAZON COM INC$104.1M0.61%500,000PUTSOLE
464286509EWCISHARES INC$98.5M0.58%1,798,300PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$98.2M0.57%357,000CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$97.3M0.57%478,500PUTSOLE
15101Q207CLSCELESTICA INC$96.1M0.56%341,000CALLSOLE
64110L106NFLXNETFLIX INC.$91.1M0.53%947,500CALLSOLE
78464A870XBISPDR SERIES TRUST$84.8M0.50%663,800CALLSOLE
64110L106NFLXNETFLIX INC.$84.3M0.49%876,500PUTSOLE
553368101MPMP MATERIALS CORP$83.2M0.49%1,723,500CALLSOLE
156944100CGONCG ONCOLOGY INC$82.6M0.48%1,220,400CALLSOLE
23282W605CYTKCYTOKINETICS INC$81.1M0.47%1,230,000CALLSOLE
156944100CGONCG ONCOLOGY INC$78.5M0.46%1,160,000PUTSOLE
00217D100ASTSAST SPACEMOBILE INC$77.9M0.45%940,000CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$77.3M0.45%276,700CALLSOLE
682680103OKEONEOK INC NEW$74.6M0.44%824,800CALLSOLE
81369Y308XLPSELECT SECTOR SPDR TR$73.7M0.43%898,500PUTSOLE
285512109EAELECTRONIC ARTS INC$71.0M0.41%348,100CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$70.6M0.41%261,000CALLSOLE
122017106BURLBURLINGTON STORES INC$70.6M0.41%217,000PUTSOLE
15102K100CELCCELCUITY INC$68.5M0.40%600,000CALLSOLE
75734B100RDDTREDDIT INC$67.6M0.39%501,900CALLSOLE
125523100CITHE CIGNA GROUP$64.8M0.38%243,000CALLSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$64.4M0.38%200,000PUTSOLE
30303M102METAMETA PLATFORMS INC$64.4M0.38%112,500CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$62.9M0.37%225,400PUTSOLE
969457100WMBWILLIAMS COS INC$62.8M0.37%862,500PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$62.7M0.37%359,000CALLSOLE
81369Y852XLCSELECT SECTOR SPDR TR$62.4M0.36%562,500PUTSOLE
931142103WMTWALMART INC$61.5M0.36%495,000PUTSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$61.5M0.36%117,500CALLSOLE
23804L103DDOGDATADOG INC$59.6M0.35%504,500PUTSOLE
880881107430TERNS PHARMACEUTICALS INC$59.5M0.35%1,128,000CALLSOLE
88080T104WULFTERAWULF INC$58.5M0.34%4,056,800CALLSOLE
30303M102METAMETA PLATFORMS INC$57.2M0.33%100,000PUTSOLE
98420N105XENEXENON PHARMACEUTICALS INC$57.1M0.33%982,200CALLSOLE
92345Y106VRSKVERISK ANALYTICS INC$56.9M0.33%300,000CALLSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$56.5M0.33%247,000CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$55.7M0.33%774,600PUTSOLE
60770K107MRNAMODERNA INC$55.6M0.32%1,094,300PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$54.9M0.32%875,000PUTSOLE
126650100CVSCVS HEALTH CORP$54.3M0.32%756,600CALLSOLE
958102105WDCWESTERN DIGITAL CORP$54.1M0.32%200,000PUTSOLE
75734B100RDDTREDDIT INC$52.1M0.30%387,000PUTSOLE
94419L101WWAYFAIR INC$51.9M0.30%690,000CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$51.6M0.30%261,143CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$50.0M0.29%1,000,000CALLSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$48.1M0.28%999,400CALLSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$47.4M0.28%1,751,200PUTSOLE
30231G102XOMEXXON MOBIL CORP$46.0M0.27%270,900CALLSOLE
126408103CSXCSX CORP$44.6M0.26%1,085,800PUTSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$44.1M0.26%74,445CommonSOLE
872540109TJXTJX COS INC NEW$43.9M0.26%275,000PUTSOLE
501147102KRYSKRYSTAL BIOTECH INC$43.9M0.26%170,000CALLSOLE
36828A101GEVGE VERNOVA INC$43.6M0.25%50,000PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$43.2M0.25%218,700CALLSOLE
02079K305GOOGLALPHABET INC$43.1M0.25%150,000PUTSOLE
81369Y704XLISELECT SECTOR SPDR TR$43.1M0.25%266,500CALLSOLE
60770K107MRNAMODERNA INC$43.1M0.25%847,800CALLSOLE
343412102FLRFLUOR CORP$42.2M0.25%905,300CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$42.1M0.25%168,200CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$41.4M0.24%450,000CALLSOLE
574795100MASIMASIMO CORP$41.4M0.24%232,900CALLSOLE
166764100CVXCHEVRON CORPORATION$41.4M0.24%200,000CALLSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$41.2M0.24%1,522,200CALLSOLE
218352102CORTCORCEPT THERAPEUTICS INC$40.0M0.23%993,100PUTSOLE
097023105BABOEING CO$39.8M0.23%200,000CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$39.7M0.23%632,200CALLSOLE
834203309SLNOSOLENO THERAPEUTICS INC$39.1M0.23%1,169,200PUTSOLE
78464A698KRESPDR SERIES TRUST$38.3M0.22%587,500CALLSOLE
165167735EXEEXPAND ENERGY CORPORATION$37.6M0.22%342,100PUTSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$37.5M0.22%1,242,500PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$37.2M0.22%204,100CALLSOLE
594918104MSFTMICROSOFT CORP$37.0M0.22%100,000PUTSOLE
969457100WMBWILLIAMS COS INC$36.9M0.22%506,800CALLSOLE
040413205ANETARISTA NETWORKS INC$36.5M0.21%297,500PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$36.1M0.21%2,410,000CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$35.2M0.21%71,600PUTSOLE
13321L108CCJCAMECO CORP$35.1M0.21%323,500PUTSOLE
G81276100SIGSIGNET JEWELERS LIMITED$34.4M0.20%407,000CALLSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$34.4M0.20%1,455,600CALLSOLE
165167735EXEEXPAND ENERGY CORPORATION$33.9M0.20%309,100CALLSOLE
Q4982L109IRENIREN LIMITED$33.8M0.20%987,000CALLSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$33.8M0.20%2,562,800CALLSOLE
18915M107NETCLOUDFLARE INC$33.0M0.19%159,700CALLSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$32.8M0.19%1,089,500CALLSOLE
86800U302SMCISUPER MICRO COMPUTER INC$32.8M0.19%1,440,000CALLSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$32.6M0.19%977,800CALLSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$32.4M0.19%32,500CALLSOLE
369604301GEGE AEROSPACE$32.3M0.19%114,000CALLSOLE
N90064101QUREUNIQURE NV$31.6M0.18%1,930,400CALLSOLE
76155X100RVMDREVOLUTION MEDICINES INC$31.4M0.18%323,100CALLSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$31.4M0.18%555,000CALLSOLE
713448108PEPPEPSICO INC$31.1M0.18%200,000PUTSOLE
00182C103ANIPANI PHARMACEUTICALS INC$30.8M0.18%400,000PUTSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$30.5M0.18%362,600CALLSOLE
21874A114CORZWCORE SCIENTIFIC INC NEW$30.5M0.18%3,487,150CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$30.4M0.18%586,600CALLSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$30.2M0.18%103,000CALLSOLE
29446Y502EQXEQUINOX GOLD CORP$29.8M0.17%2,057,700CALLSOLE
17253J106CIFRCIPHER DIGITAL INC$29.5M0.17%2,294,000CALLSOLE
91912E105VALEVALE S A$28.8M0.17%1,813,000PUTSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$28.8M0.17%1,430,000CALLSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$28.3M0.17%497,800CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$28.1M0.16%112,000PUTSOLE
375558103GILDGILEAD SCIENCES INC$27.9M0.16%200,000CALLSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$27.8M0.16%345,000PUTSOLE
253393102DKSDICKS SPORTING GOODS INC$27.8M0.16%140,000PUTSOLE
78435P105SEZLSEZZLE INC$27.7M0.16%438,100PUTSOLE
44812J104HUTHUT 8 CORP$27.7M0.16%590,100CALLSOLE
339750101FNDFLOOR & DECOR HLDGS INC$27.4M0.16%539,000PUTSOLE
00724F101ADBEADOBE INC$27.1M0.16%111,500CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$26.8M0.16%60,000PUTSOLE
03940C100ACLXGBXARCELLX INC$25.8M0.15%225,000CALLSOLE
156944100CGONCG ONCOLOGY INC$25.6M0.15%378,480CommonSOLE
23282W605CYTKCYTOKINETICS INC$25.2M0.15%381,600PUTSOLE
023939101AMTMAMENTUM HOLDINGS INC$25.1M0.15%961,100CALLSOLE
91912E105VALEVALE S A$24.9M0.15%1,563,000CALLSOLE
72703X114PLANET LABS PBC$24.9M0.15%1,511,285CommonSOLE
464287515IGVISHARES TR$24.7M0.14%309,000PUTSOLE
478160104JNJJOHNSON & JOHNSON$24.4M0.14%100,000CALLSOLE
02079K305GOOGLALPHABET INC$24.4M0.14%84,800CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$24.1M0.14%600,000CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$24.1M0.14%753,600PUTSOLE
159864107CRLCHARLES RIV LABS INTL INC$24.0M0.14%139,000CALLSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$23.7M0.14%1,104,100CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$23.5M0.14%374,400CommonSOLE
247361702DALDELTA AIR LINES INC$23.3M0.14%350,000CALLSOLE
78435P105SEZLSEZZLE INC$23.3M0.14%367,600CALLSOLE
92243G108PCVXVAXCYTE INC$23.3M0.14%400,200PUTSOLE
11135F101AVGOBROADCOM INC$23.2M0.14%75,000PUTSOLE
29273V100ETENERGY TRANSFER L P$23.2M0.14%1,200,000CALLSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$23.1M0.14%875,800CALLSOLE
650111107NYTNEW YORK TIMES CO MTN BE$23.0M0.13%275,000PUTSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$23.0M0.13%586,500CALLSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$22.9M0.13%968,200PUTSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$22.8M0.13%306,400CALLSOLE
92826C839VVISA INC$22.7M0.13%75,000PUTSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$22.6M0.13%133,900CALLSOLE
854502101SWKSTANLEY BLACK & DECKER INC$22.6M0.13%318,400PUTSOLE
26142V105DKNGDRAFTKINGS INC NEW$22.6M0.13%1,045,500CALLSOLE
681919106OMCOMNICOM GROUP INC$22.6M0.13%300,000CALLSOLE
88080T104WULFTERAWULF INC$22.6M0.13%1,564,000PUTSOLE
72352L106PINSPINTEREST INC$22.0M0.13%1,200,000CALLSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$21.8M0.13%577,400CALLSOLE
78468R556XOPSPDR SERIES TRUST$21.8M0.13%120,000PUTSOLE
00214Q104ARKKARK ETF TR$21.8M0.13%321,900PUTSOLE
00287Y109ABBVABBVIE INC$21.7M0.13%100,000PUTSOLE
303250104FICOFAIR ISAAC CORP$21.5M0.13%20,100CALLSOLE
37954Y384BUGGLOBAL X FDS$21.5M0.13%854,400CommonSOLE
478160104JNJJOHNSON & JOHNSON$21.4M0.12%87,550CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$21.2M0.12%170,000CALLSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$20.8M0.12%4,190,400CALLSOLE
46120E602ISRGINTUITIVE SURGICAL INC$20.7M0.12%45,000PUTSOLE
98420N105XENEXENON PHARMACEUTICALS INC$20.7M0.12%355,700PUTSOLE
69366J200PTCTPTC THERAPEUTICS INC$20.6M0.12%302,100CALLSOLE
126650100CVSCVS HEALTH CORP$20.5M0.12%284,900PUTSOLE
Y2065G121DHTDHT HOLDINGS INC$20.4M0.12%1,118,200CALLSOLE
64110L106NFLXNETFLIX INC.$20.4M0.12%212,100CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$20.3M0.12%674,500PUTSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$20.2M0.12%681,000CALLSOLE
278768106SATSECHOSTAR CORP$20.1M0.12%172,000CALLSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$20.1M0.12%1,000,000PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$20.1M0.12%71,923CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$20.0M0.12%661,786CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$19.9M0.12%280,463CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$19.9M0.12%58,900PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$19.7M0.12%325,000CALLSOLE
21873S108CRWVCOREWEAVE INC$19.4M0.11%250,000PUTSOLE
46125A100LUNRINTUITIVE MACHINES INC$19.3M0.11%1,040,000CALLSOLE
75513E101RTXRTX CORPORATION$19.3M0.11%100,000PUTSOLE
65345N106NNNEXTNAV INC$19.3M0.11%1,202,200CALLSOLE
254604101IRONDISC MEDICINE INC$19.2M0.11%300,000CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$18.8M0.11%150,000CALLSOLE
055622104BPBP PLC$18.8M0.11%400,000CALLSOLE
172967424CCITIGROUP INC$18.7M0.11%165,000CALLSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$18.7M0.11%2,002,800PUTSOLE
20030N101CMCSACOMCAST CORP NEW$18.7M0.11%650,000CALLSOLE
21871X109CRBGCOREBRIDGE FINL INC$18.6M0.11%781,000CALLSOLE
008073108AVAVAEROVIRONMENT INC$18.2M0.11%99,500PUTSOLE
36162J106GEOGEO GROUP INC$18.1M0.11%1,079,300CALLSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$18.0M0.11%320,000PUTSOLE
032654105ADIANALOG DEVICES INC$18.0M0.11%56,600CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$17.9M0.10%122,500PUTSOLE
55955D100MGNIMAGNITE INC$17.8M0.10%1,500,000PUTSOLE
009066101ABNBAIRBNB INC$17.8M0.10%141,000CALLSOLE
92243G108PCVXVAXCYTE INC$17.6M0.10%303,000CALLSOLE
862945300ASSTSTRIVE INC$17.5M0.10%1,742,000PUTSOLE
92189F106GDXVANECK ETF TRUST$17.4M0.10%189,900CALLSOLE
931142103WMTWALMART INC$17.4M0.10%140,000CommonSOLE
95058W100WENWENDYS CO$17.4M0.10%2,500,000PUTSOLE
06849F108BBARRICK MNG CORP$17.4M0.10%425,400CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$17.3M0.10%350,900PUTSOLE
131428104CLMTCALUMET INC$17.3M0.10%481,700CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$17.2M0.10%280,000CALLSOLE
770700102HOODROBINHOOD MKTS INC$17.2M0.10%247,500PUTSOLE
10922N103BHFBRIGHTHOUSE FINL INC$17.1M0.10%285,700PUTSOLE
30231G102XOMEXXON MOBIL CORP$17.0M0.10%100,000PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$16.9M0.10%1,066,300CALLSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$16.9M0.10%200,000CALLSOLE
95040Q104WELLWELLTOWER INC$16.9M0.10%85,500CALLSOLE
607828100MODMODINE MFG CO$16.8M0.10%77,700CALLSOLE
617446448MSMORGAN STANLEY$16.5M0.10%100,000CALLSOLE
457669307INSMINSMED INC$16.4M0.10%100,300PUTSOLE
235851102DHRDANAHER CORP DEL$16.4M0.10%86,500PUTSOLE
942622200WSOWATSCO INC$16.4M0.10%45,000PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$16.3M0.10%146,600CALLSOLE
093712107BEBLOOM ENERGY CORP$16.3M0.09%120,000CALLSOLE
23282W605CYTKCYTOKINETICS INC$16.1M0.09%245,000CommonSOLE
04016X101ARGXARGENX SE$16.1M0.09%22,000CALLSOLE
78464A698KRESPDR SERIES TRUST$15.9M0.09%244,000PUTSOLE
549498202LCIDLUCID GROUP INC$15.8M0.09%1,660,000CALLSOLE
78464A755XMESPDR SERIES TRUST$15.6M0.09%144,000CALLSOLE
032095101APHAMPHENOL CORP$15.2M0.09%120,000CALLSOLE
88023B103TEMTEMPUS AI INC$15.1M0.09%335,000CALLSOLE
260557103DOWDOW HLDGS INC$15.0M0.09%360,000PUTSOLE
156431108CENXCENTURY ALUM CO$15.0M0.09%255,300CALLSOLE
55306N104MKSIMKS INC.$14.9M0.09%65,000CALLSOLE
163851108CCCHEMOURS CO$14.9M0.09%675,200CALLSOLE
88160R101TSLATESLA INC$14.9M0.09%40,000CALLSOLE
443201108HWMHOWMET AEROSPACE INC$14.9M0.09%64,500PUTSOLE
556269108SHOOMADDEN STEVEN LTD$14.7M0.09%434,000CALLSOLE
81369Y100XLBSELECT SECTOR SPDR TR$14.7M0.09%294,426CommonSOLE
91912E105VALEVALE S A$14.7M0.09%923,058CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$14.7M0.09%678,887CommonSOLE
49177J102KVUEKENVUE INC$14.7M0.09%850,000CALLSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$14.6M0.09%282,200PUTSOLE
292671708UUUUENERGY FUELS INC$14.6M0.09%800,300CALLSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$14.5M0.08%370,000CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$14.5M0.08%340,000CALLSOLE
339750101FNDFLOOR & DECOR HLDGS INC$14.4M0.08%284,132CommonSOLE
83056P715SKESKEENA RES LTD NEW$14.4M0.08%483,000CALLSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$14.3M0.08%100,000CALLSOLE
038169207APLDAPPLIED DIGITAL CORP$14.2M0.08%600,000CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$14.2M0.08%197,200CALLSOLE
278768106SATSECHOSTAR CORP$14.2M0.08%121,000PUTSOLE
92826C839VVISA INC$14.1M0.08%46,650CommonSOLE
15101Q207CLSCELESTICA INC$14.1M0.08%50,000PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$14.1M0.08%420,143CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$14.0M0.08%200,000PUTSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$14.0M0.08%500,000PUTSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$14.0M0.08%270,000CommonSOLE
78464A755XMESPDR SERIES TRUST$14.0M0.08%129,400PUTSOLE
91332U101UUNITY SOFTWARE INC$13.9M0.08%635,000CALLSOLE
000899104ADMAADMA BIOLOGICS INC$13.7M0.08%1,525,300CALLSOLE
92840M102VSTVISTRA CORP$13.7M0.08%91,000CALLSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$13.6M0.08%139,900PUTSOLE
011532108AGIALAMOS GOLD INC$13.4M0.08%301,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.4M0.08%49,350CommonSOLE
98980G102ZSZSCALER INC$13.3M0.08%95,000CALLSOLE
925550105VIAVVIAVI SOLUTIONS INC$13.3M0.08%399,500CALLSOLE
458140100INTCINTEL CORP$13.2M0.08%300,000PUTSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$13.2M0.08%124,800CALLSOLE
629377508NRGNRG ENERGY INC$13.2M0.08%90,000CALLSOLE
714046109RVTYREVVITY INC$13.1M0.08%150,000PUTSOLE
G6700G107NVTNVENT ELEC PLC$13.1M0.08%110,900CALLSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$13.1M0.08%152,500CALLSOLE
92189F106GDXVANECK ETF TRUST$12.8M0.08%140,000PUTSOLE
00760J108AEHRAEHR TEST SYS$12.7M0.07%343,700CALLSOLE
35243J101FBRTFRANKLIN BSP RLTY TR INC$12.7M0.07%1,500,000CALLSOLE
032095101APHAMPHENOL CORP$12.6M0.07%100,000PUTSOLE
904708104UNFUNIFIRST CORP MASS$12.6M0.07%50,000CALLSOLE
87266M107TRTXTPG RE FIN TR INC$12.5M0.07%1,600,000CALLSOLE
03674X106ARANTERO RESOURCES CORP$12.3M0.07%290,500CALLSOLE
02215L209KNTKKINETIK HOLDINGS INC$12.2M0.07%253,000CALLSOLE
03990B101ARESARES MANAGEMENT CORPORATION$12.2M0.07%112,000PUTSOLE
00773J202SYRESPYRE THERAPEUTICS INC$12.0M0.07%237,800CALLSOLE
13321L108CCJCAMECO CORP$12.0M0.07%110,400CALLSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$11.8M0.07%209,500PUTSOLE
247361702DALDELTA AIR LINES INC$11.8M0.07%178,000PUTSOLE
G0593M107AZNASTRAZENECA PLC$11.8M0.07%60,000PUTSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$11.8M0.07%22,500PUTSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$11.8M0.07%30,000CALLSOLE
023939101AMTMAMENTUM HOLDINGS INC$11.7M0.07%450,000PUTSOLE
80004C200SNDKSANDISK CORP$11.6M0.07%18,280CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$11.4M0.07%245,000CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$11.4M0.07%75,000CALLSOLE
03676C100ATEXANTERIX INC$11.4M0.07%298,900CALLSOLE
81369Y803XLKSELECT SECTOR SPDR TR$11.3M0.07%85,000CommonSOLE
86771W105RUNSUNRUN INC$11.3M0.07%831,300CALLSOLE
941848103WATWATERS CORP$11.2M0.07%37,700CALLSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$11.1M0.06%2,000,100PUTSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$11.0M0.06%61,500CALLSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$10.9M0.06%274,116CommonSOLE
874080104TALTAL ED GROUP$10.8M0.06%950,000CALLSOLE
640268306NKTRNEKTAR THERAPEUTICS$10.8M0.06%150,000PUTSOLE
552953101MGMMGM RESORTS INTERNATIONAL$10.7M0.06%288,000CALLSOLE
40131M109GHGUARDANT HEALTH INC$10.6M0.06%115,183CommonSOLE
713448108PEPPEPSICO INC$10.6M0.06%68,500CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED$10.6M0.06%1,353,100CALLSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$10.6M0.06%1,087,648CommonSOLE
16411R208LNGCHENIERE ENERGY INC$10.6M0.06%37,400CALLSOLE
29362U104ENTGENTEGRIS INC$10.6M0.06%90,000PUTSOLE
75943R102RLAYRELAY THERAPEUTICS INC$10.5M0.06%1,060,000CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$10.5M0.06%69,100PUTSOLE
767204100RIORIO TINTO PLC$10.5M0.06%112,500CALLSOLE
218352102CORTCORCEPT THERAPEUTICS INC$10.5M0.06%260,000CommonSOLE
09073M104TECHBIO-TECHNE CORP$10.5M0.06%200,000PUTSOLE
09073M104TECHBIO-TECHNE CORP$10.5M0.06%200,000CALLSOLE
00182C103ANIPANI PHARMACEUTICALS INC$10.4M0.06%135,890CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$10.4M0.06%61,800PUTSOLE
G81276100SIGSIGNET JEWELERS LIMITED$10.4M0.06%123,357CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$10.4M0.06%78,000PUTSOLE
60471A101MIRMIRION TECHNOLOGIES INC$10.4M0.06%557,800CALLSOLE
000899104ADMAADMA BIOLOGICS INC$10.3M0.06%1,148,400PUTSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$10.3M0.06%210,000PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.3M0.06%170,000PUTSOLE
Q4982L109IRENIREN LIMITED$10.3M0.06%300,000PUTSOLE
806857108SLBSLB LIMITED$10.2M0.06%198,100CALLSOLE
92189F411BIZDVANECK ETF TRUST$10.2M0.06%795,000CALLSOLE
09260D107BXBLACKSTONE INC$10.1M0.06%88,000PUTSOLE
682189105ONON SEMICONDUCTOR CORP$10.0M0.06%162,000CALLSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$10.0M0.06%87,200CALLSOLE
67576A100OCULOCULAR THERAPEUTIX INC$10.0M0.06%1,175,700PUTSOLE
097023105BABOEING CO$10.0M0.06%50,000PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$9.9M0.06%56,970CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$9.9M0.06%305,000CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$9.9M0.06%201,000CALLSOLE
65340P106NXENEXGEN ENERGY LTD$9.9M0.06%853,500CALLSOLE
86771W105RUNSUNRUN INC$9.9M0.06%728,300PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$9.9M0.06%99,500CALLSOLE
717081103PFEPFIZER INC$9.8M0.06%350,000CALLSOLE
571903202MARMARRIOTT INTL INC NEW$9.8M0.06%30,000CALLSOLE
801056102SANMSANMINA CORP$9.7M0.06%75,000CALLSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$9.7M0.06%117,500PUTSOLE
82575P107SBSWSIBANYE STILLWATER LTD$9.6M0.06%775,400CALLSOLE
92189F676SMHVANECK ETF TRUST$9.5M0.06%24,820CommonSOLE
247361702DALDELTA AIR LINES INC$9.5M0.06%142,800CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$9.5M0.06%456,000CALLSOLE
71654V408PBRPETROLEO BRASILEIRO S A$9.5M0.06%456,000PUTSOLE
15643U104LEUCENTRUS ENERGY CORP$9.5M0.06%54,500CALLSOLE
05338F306AVTXAVALO THERAPEUTICS INC$9.4M0.06%631,700CALLSOLE
235851102DHRDANAHER CORP DEL$9.4M0.06%49,700CommonSOLE
594918104MSFTMICROSOFT CORP$9.4M0.05%25,350CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$9.3M0.05%210,000CALLSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$9.2M0.05%100,000CALLSOLE
494368103KMBKIMBERLY-CLARK CORP$9.1M0.05%94,200CALLSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$8.9M0.05%1,610,130CommonSOLE
80004C200SNDKSANDISK CORP$8.9M0.05%14,000PUTSOLE
011532108AGIALAMOS GOLD INC$8.9M0.05%199,500PUTSOLE
G6683N103NUNU HLDGS LTD$8.8M0.05%614,200CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$8.8M0.05%22,500PUTSOLE
553368101MPMP MATERIALS CORP$8.8M0.05%181,660CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$8.7M0.05%95,000PUTSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$8.7M0.05%103,900CALLSOLE
595112103MUMICRON TECHNOLOGY INC$8.6M0.05%25,500CALLSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$8.6M0.05%100,000PUTSOLE
65345N114NNAVWNEXTNAV INC$8.5M0.05%1,341,250CommonSOLE
37954Y871URAGLOBAL X FDS$8.5M0.05%175,000PUTSOLE
34965K107FTREFORTREA HLDGS INC$8.5M0.05%899,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.5M0.05%10,000CALLSOLE
192108504CDECOEUR MNG INC$8.4M0.05%450,000CALLSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$8.4M0.05%280,058CommonSOLE
58933Y105MRKMERCK & CO INC$8.4M0.05%70,000PUTSOLE
90041L105TPBTURNING PT BRANDS INC$8.4M0.05%96,800CALLSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$8.4M0.05%67,100PUTSOLE
37253A103THRMGENTHERM INC$8.3M0.05%300,000PUTSOLE
26884L109EQTEQT CORP$8.3M0.05%130,000PUTSOLE
53635D202LQDALIQUIDIA CORPORATION$8.2M0.05%216,600CALLSOLE
N72482156QGENQIAGEN NV$8.2M0.05%203,900CALLSOLE
29479A108ERASERASCA INC$8.1M0.05%500,000CALLSOLE
74743L100QQNITY ELECTRONICS INC$8.1M0.05%70,000CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$8.1M0.05%294,000CALLSOLE
125523100CITHE CIGNA GROUP$8.0M0.05%30,000PUTSOLE
26142V105DKNGDRAFTKINGS INC NEW$8.0M0.05%368,000PUTSOLE
871607107SNPSSYNOPSYS INC$7.9M0.05%20,000PUTSOLE
00751Y106AAPADVANCE AUTO PARTS INC$7.9M0.05%150,000CALLSOLE
929160109VMCVULCAN MATLS CO$7.9M0.05%28,900PUTSOLE
46284V101IRMIRON MTN INC DEL$7.9M0.05%77,000CALLSOLE
02005N100ALLYALLY FINL INC$7.8M0.05%200,000PUTSOLE
G5960L103MDTMEDTRONIC PLC$7.8M0.05%90,500CALLSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$7.8M0.05%1,189,500PUTSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$7.8M0.05%1,189,500CALLSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$7.8M0.05%1,571,300PUTSOLE
112463104BKDBROOKDALE SR LIVING INC$7.8M0.05%569,500PUTSOLE
704551100BTUPEABODY ENGR CORP$7.8M0.05%235,400CALLSOLE
17253J106CIFRCIPHER DIGITAL INC$7.7M0.05%600,000PUTSOLE
806857108SLBSLB LIMITED$7.7M0.05%150,000PUTSOLE
17243V102CNKCINEMARK HLDGS INC$7.7M0.04%270,000CALLSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$7.7M0.04%109,000CALLSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$7.7M0.04%150,000PUTSOLE
03990B101ARESARES MANAGEMENT CORPORATION$7.6M0.04%70,000CommonSOLE
556269108SHOOMADDEN STEVEN LTD$7.6M0.04%224,969CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$7.6M0.04%272,292CommonSOLE
042068205ARMARM HOLDINGS PLC$7.6M0.04%50,000CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$7.6M0.04%105,000CALLSOLE
98423J101XPERXPERI INC$7.5M0.04%1,340,600PUTSOLE
65342K105NEXTNEXTDECADE CORP$7.5M0.04%980,000CALLSOLE
09260D107BXBLACKSTONE INC$7.5M0.04%65,200CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$7.5M0.04%100,000CALLSOLE
03214Q116AMPX/WSAMPRIUS TECHNOLOGIES INC$7.4M0.04%1,084,367CommonSOLE
05961W105BMABANCO MACRO S A$7.4M0.04%95,000CALLSOLE
09062X103BIIBBIOGEN INC$7.3M0.04%40,000PUTSOLE
00287Y109ABBVABBVIE INC$7.3M0.04%33,700CommonSOLE
46428Q109SLVISHARES SILVER TR$7.3M0.04%107,506CommonSOLE
37940X102GPNGLOBAL PMTS INC$7.3M0.04%108,000CALLSOLE
124830878CBLCBL & ASSOC PPTYS INC$7.2M0.04%187,194CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$7.2M0.04%1,359,700CALLSOLE
171484108CHDNCHURCHILL DOWNS INC$7.2M0.04%80,000PUTSOLE
M98068105WIXWIX COM LTD$7.2M0.04%79,482CommonSOLE
368736104GNRCGENERAC HLDGS INC$7.1M0.04%36,600CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$7.1M0.04%340,000CALLSOLE
112463104BKDBROOKDALE SR LIVING INC$7.1M0.04%520,000CALLSOLE
23804L103DDOGDATADOG INC$7.1M0.04%60,000CALLSOLE
457669307INSMINSMED INC$7.1M0.04%43,200CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$7.0M0.04%14,000PUTSOLE
97717P104WTWISDOMTREE INC$7.0M0.04%480,000CALLSOLE
00130H105AESAES CORP$7.0M0.04%495,400CALLSOLE
49456B101KMIKINDER MORGAN INC DEL$7.0M0.04%207,800CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$6.9M0.04%184,700PUTSOLE
444859102HUMHUMANA INC$6.9M0.04%40,000PUTSOLE
008073108AVAVAEROVIRONMENT INC$6.9M0.04%37,844CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$6.9M0.04%117,800PUTSOLE
76029N106REPLREPLIMUNE GROUP INC$6.8M0.04%892,600CALLSOLE
05338F306AVTXAVALO THERAPEUTICS INC$6.8M0.04%455,000CommonSOLE
53626N102LIONLIONSGATE STUDIOS CORP$6.7M0.04%703,700CALLSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$6.7M0.04%221,800CALLSOLE
21873S108CRWVCOREWEAVE INC$6.7M0.04%87,000CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$6.7M0.04%508,500PUTSOLE
69888T207PARRPAR PAC HOLDINGS INC$6.7M0.04%106,700CALLSOLE
81762P102NOWSERVICENOW INC$6.7M0.04%63,700CALLSOLE
698884103PARPAR TECHNOLOGY CORP$6.6M0.04%497,100CALLSOLE
00214Q104ARKKARK ETF TR$6.6M0.04%98,000CommonSOLE
237266101DARDARLING INGREDIENTS INC$6.6M0.04%106,100PUTSOLE
26441C204DUKDUKE ENERGY CORP NEW$6.5M0.04%50,000CALLSOLE
218352102CORTCORCEPT THERAPEUTICS INC$6.5M0.04%162,000CALLSOLE
86150R107STOKSTOKE THERAPEUTICS INC$6.5M0.04%200,000PUTSOLE
461202103INTUINTUIT$6.5M0.04%15,000CALLSOLE
500255104KSSKOHLS CORP$6.5M0.04%500,000PUTSOLE
65487K100LASRNLIGHT INC$6.4M0.04%113,000CALLSOLE
013872106AAALCOA CORP$6.4M0.04%97,100CALLSOLE
670100205NVONOVO-NORDISK A S$6.4M0.04%175,000PUTSOLE
260557103DOWDOW HLDGS INC$6.4M0.04%154,300CommonSOLE
91680M107UPSTUPSTART HLDGS INC$6.4M0.04%250,000CALLSOLE
N72482156QGENQIAGEN NV$6.4M0.04%160,101CommonSOLE
69318G106PBFPBF ENERGY INC$6.4M0.04%134,400CALLSOLE
194162103CLCOLGATE PALMOLIVE CO$6.4M0.04%75,000PUTSOLE
194162103CLCOLGATE PALMOLIVE CO$6.4M0.04%75,000CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6.4M0.04%139,300CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$6.3M0.04%67,000CALLSOLE
090043100BILLBILL HOLDINGS INC$6.3M0.04%164,400PUTSOLE
252131107DXCMDEXCOM INC$6.3M0.04%100,000CALLSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$6.3M0.04%6,300CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6.3M0.04%50,000PUTSOLE
122017106BURLBURLINGTON STORES INC$6.2M0.04%19,160CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$6.2M0.04%150,000PUTSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$6.2M0.04%150,000CALLSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$6.2M0.04%479,900CALLSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$6.1M0.04%108,000PUTSOLE
36237H101GIIIG III APPAREL GROUP LTD$6.1M0.04%221,225CommonSOLE
96208T104WEXWEX INC$6.1M0.04%40,000PUTSOLE
G76279101ROIVROIVANT SCIENCES LTD$6.1M0.04%219,800CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$6.1M0.04%290,000PUTSOLE
770700102HOODROBINHOOD MKTS INC$6.1M0.04%87,500CALLSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$6.1M0.04%282,500PUTSOLE
48576U205KPTIKARYOPHARM THERAPEUTICS INC$6.1M0.04%1,086,900CALLSOLE
92826C839VVISA INC$6.0M0.04%20,000CALLSOLE
92346J108VCELVERICEL CORP$6.0M0.04%187,500CALLSOLE
92346J108VCELVERICEL CORP$6.0M0.04%187,500PUTSOLE
163851108CCCHEMOURS CO$6.0M0.03%270,800CommonSOLE
000899104ADMAADMA BIOLOGICS INC$5.9M0.03%660,000CommonSOLE
G4412G101HLFHERBALIFE LTD$5.9M0.03%400,000CALLSOLE
74267C106PRAPROASSURANCE CORP$5.9M0.03%237,000PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$5.9M0.03%72,800CALLSOLE
74017N105PGENPRECIGEN INC$5.8M0.03%1,500,000PUTSOLE
910047109UALUNITED AIRLS HLDGS INC$5.8M0.03%62,971CommonSOLE
00187Y100APGAPI GROUP CORP$5.8M0.03%143,000CALLSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$5.8M0.03%67,431CommonSOLE
46222L108IONQIONQ INC$5.8M0.03%200,000PUTSOLE
46222L108IONQIONQ INC$5.8M0.03%200,000CALLSOLE
609207105MDLZMONDELEZ INTL INC$5.8M0.03%100,000PUTSOLE
02079K305GOOGLALPHABET INC$5.8M0.03%20,000CALLSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$5.7M0.03%50,000PUTSOLE
761152107RMDRESMED INC$5.7M0.03%25,500PUTSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$5.7M0.03%2,074,000CALLSOLE
53635D202LQDALIQUIDIA CORPORATION$5.7M0.03%150,000PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$5.7M0.03%70,400CommonSOLE

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.