MondegarAI
Jefferies Financial Group Inc. (JEF)

Q3 2025 · 13F-HR

Jefferies Financial Group Inc. (JEF)holdings as filed

Filed 2025-11-13 · accession 0000096223-25-000015

$21.19B
Reported value
1,424
Positions
2025-09-30
Period end
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The Brief · Jefferies Financial Group Inc. (JEF) · Q3 2025

AI · grounded in 13F

Jefferies Financial Group Inc. JEF established a new position in SPDR GOLD TR GLD valued at $3.3B. The fund also initiated a $2.6B stake in SPDR S&P 500 ETF TR SPY and a $1.7B position in VANGUARD WORLD FD VGT. Additional new entries include IREN LIMITED IREN at $987.1M and BERKLEY W R CORP WRB at $682.8M.

Holdings as filed

First 500 of 1424

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$1.92B9.05%5,396,600CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.92B9.05%2,877,000PUTSOLE
92204A702VGTVANGUARD WORLD FD$1.68B7.93%2,250,000CommonSOLE
78463V107GLDSPDR GOLD TR$1.42B6.69%3,985,800PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$725.8M3.43%1,089,539CommonSOLE
084423102WRBBERKLEY W R CORP$682.8M3.22%8,911,719CommonSOLE
Q4982L109IRENIREN LIMITED$494.3M2.33%10,532,900PUTSOLE
464287655IWMISHARES TR$352.4M1.66%1,456,521CommonSOLE
46090E103QQQINVESCO QQQ TR$350.9M1.66%584,434CommonSOLE
Q4982L109IRENIREN LIMITED$337.4M1.59%7,189,600CALLSOLE
532457108LLYELI LILLY & CO$228.6M1.08%299,629CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$221.1M1.04%238,885CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$218.4M1.03%236,000PUTSOLE
713448108PEPPEPSICO INC$183.8M0.87%1,309,000PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$183.6M0.87%2,055,000PUTSOLE
713448108PEPPEPSICO INC$180.1M0.85%1,282,666CommonSOLE
532457108LLYELI LILLY & CO$176.9M0.83%231,800PUTSOLE
166764100CVXCHEVRON CORP NEW$162.7M0.77%1,047,681CommonSOLE
Q4982L109IRENIREN LIMITED$155.4M0.73%3,311,143CommonSOLE
78464A870XBISPDR SERIES TRUST$150.9M0.71%1,506,070CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$135.6M0.64%386,057CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$135.6M0.64%386,000PUTSOLE
172967424CCITIGROUP INC$132.3M0.62%1,303,800PUTSOLE
172967424CCITIGROUP INC$118.2M0.56%1,164,900CALLSOLE
04016X101ARGXARGENX SE$114.3M0.54%155,000CommonSOLE
166764100CVXCHEVRON CORP NEW$106.7M0.50%687,000PUTSOLE
69366J200PTCTPTC THERAPEUTICS INC$97.3M0.46%1,584,678CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$95.9M0.45%421,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$95.9M0.45%421,000PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$85.4M0.40%956,100CALLSOLE
46090E103QQQINVESCO QQQ TR$82.7M0.39%137,800PUTSOLE
48251W104KKRKKR & CO INC$82.1M0.39%632,100PUTSOLE
922908363VOOVANGUARD INDEX FDS$80.3M0.38%131,135CommonSOLE
48251W104KKRKKR & CO INC$80.1M0.38%616,472CommonSOLE
037833100AAPLAPPLE INC$78.7M0.37%309,100CALLSOLE
88160R101TSLATESLA INC$77.5M0.37%174,331CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$76.9M0.36%4,452,575CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$73.2M0.35%7,979,047CommonSOLE
67066G104NVDANVIDIA CORPORATION$70.2M0.33%376,303CommonSOLE
742718109PGPROCTER AND GAMBLE CO$68.8M0.32%448,040CommonSOLE
15118V207CELHCELSIUS HLDGS INC$67.9M0.32%1,181,200PUTSOLE
04016X101ARGXARGENX SE$66.7M0.31%90,400PUTSOLE
00510N102TICACUREN CORP$66.5M0.31%5,000,000CommonSOLE
464287556IBBISHARES TR$65.1M0.31%450,807CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$62.0M0.29%123,266CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$61.7M0.29%220,970CommonSOLE
00214Q104ARKKARK ETF TR$61.4M0.29%711,600PUTSOLE
594918104MSFTMICROSOFT CORP$60.1M0.28%116,120CommonSOLE
11135F101AVGOBROADCOM INC$59.5M0.28%180,395CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$59.2M0.28%104,083CommonSOLE
023135106AMZNAMAZON COM INC$58.9M0.28%268,255CommonSOLE
437076102HDHOME DEPOT INC$57.6M0.27%142,078CommonSOLE
03674X106ARANTERO RESOURCES CORP$57.0M0.27%1,698,677CommonSOLE
15118V207CELHCELSIUS HLDGS INC$56.6M0.27%985,000CALLSOLE
G25508105CRHCRH PLC$55.0M0.26%458,965CommonSOLE
907818108UNPUNION PAC CORP$54.8M0.26%232,000CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$54.6M0.26%821,503CommonSOLE
78464A698KRESPDR SERIES TRUST$53.9M0.25%851,200PUTSOLE
060505104BACBANK AMERICA CORP$52.9M0.25%1,025,000CALLSOLE
594972408MSTRSTRATEGY INC$52.6M0.25%163,258CommonSOLE
053332102AZOAUTOZONE INC$51.5M0.24%11,993CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$50.5M0.24%1,150,000PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$49.6M0.23%157,100PUTSOLE
98389B100XELXCEL ENERGY INC$48.7M0.23%603,592CommonSOLE
031162100AMGNAMGEN INC$46.6M0.22%164,967CommonSOLE
78468R663BILSPDR SERIES TRUST$46.2M0.22%503,538CommonSOLE
037833100AAPLAPPLE INC$45.4M0.21%178,445CommonSOLE
925652109VICIVICI PPTYS INC$44.9M0.21%1,377,903CommonSOLE
M96088105URGNUROGEN PHARMA LTD$43.9M0.21%2,199,652CommonSOLE
G0403H108AONAON PLC$43.0M0.20%120,648CommonSOLE
464287242LQDISHARES TR$42.0M0.20%376,951CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$41.5M0.20%4,551,258CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$41.5M0.20%138,000CommonSOLE
92189F106GDXVANECK ETF TRUST$41.4M0.20%542,300PUTSOLE
00653Q102AHCOADAPTHEALTH CORP$40.8M0.19%4,563,000CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$40.2M0.19%1,075,600CALLSOLE
53626N102LIONLIONSGATE STUDIOS CORP$40.1M0.19%5,805,850CommonSOLE
91913Y100VLOVALERO ENERGY CORP$39.3M0.19%230,600PUTSOLE
00370M103ABVXABIVAX SA$38.8M0.18%457,325CommonSOLE
09260D107BXBLACKSTONE INC$38.3M0.18%223,904CommonSOLE
833445109SNOWSNOWFLAKE INC$38.2M0.18%169,446CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$38.0M0.18%1,015,565CommonSOLE
02079K107GOOGALPHABET INC$37.0M0.17%152,000CALLSOLE
75281A109RRCRANGE RES CORP$36.8M0.17%976,626CommonSOLE
047649108ATKRATKORE INC$36.5M0.17%582,168CommonSOLE
18452B209CLSKCLEANSPARK INC$36.3M0.17%2,500,000CALLSOLE
85208T107CXMSPRINKLR INC$36.1M0.17%4,682,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$36.1M0.17%114,500CALLSOLE
26884L109EQTEQT CORP$35.6M0.17%654,873CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$35.3M0.17%3,947,100PUTSOLE
171757206CDTXCIDARA THERAPEUTICS INC$35.0M0.16%365,000CommonSOLE
093712107BEBLOOM ENERGY CORP$34.3M0.16%405,900PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$34.3M0.16%239,793CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$34.1M0.16%2,514,100PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$33.9M0.16%48,505CommonSOLE
G5S37H101MRXMAREX GROUP PLC$33.6M0.16%1,000,000CommonSOLE
65339F101NEENEXTERA ENERGY INC$33.3M0.16%440,551CommonSOLE
464287655IWMISHARES TR$32.7M0.15%135,000PUTSOLE
92189F106GDXVANECK ETF TRUST$32.4M0.15%424,500CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$32.4M0.15%1,320,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$31.7M0.15%149,253CommonSOLE
037833100AAPLAPPLE INC$31.4M0.15%123,500PUTSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$31.1M0.15%164,156CommonSOLE
371927104GELGENESIS ENERGY L P$30.9M0.15%1,848,886CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$30.6M0.14%27,898,000CommonSOLE
78464A698KRESPDR SERIES TRUST$30.6M0.14%482,700CALLSOLE
98139A105WKWORKIVA INC$29.9M0.14%346,809CommonSOLE
92826C839VVISA INC$29.7M0.14%86,977CommonSOLE
67066G104NVDANVIDIA CORPORATION$29.6M0.14%158,400PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$29.5M0.14%302,499CommonSOLE
00206R102TAT&T INC$28.8M0.14%1,018,676CommonSOLE
093712107BEBLOOM ENERGY CORP$28.6M0.14%338,750CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$28.2M0.13%1,106,622CommonSOLE
254687106DISDISNEY WALT CO$27.8M0.13%242,546CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$27.7M0.13%15,064,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$26.9M0.13%414,000CALLSOLE
023135106AMZNAMAZON COM INC$26.9M0.13%122,300CALLSOLE
29082K105EMBCEMBECTA CORP$26.6M0.13%1,884,875CommonSOLE
758849103REGREGENCY CTRS CORP$26.6M0.13%364,435CommonSOLE
65339F101NEENEXTERA ENERGY INC$26.4M0.12%350,000CALLSOLE
Y7542C130STNGSCORPIO TANKERS INC$26.0M0.12%463,100PUTSOLE
46266C105IQVIQVIA HLDGS INC$25.4M0.12%133,815CommonSOLE
949746101WMT2WELLS FARGO CO NEW$25.4M0.12%302,500PUTSOLE
02079K107GOOGALPHABET INC$25.3M0.12%104,000PUTSOLE
806857108SLBSCHLUMBERGER LTD$25.3M0.12%735,000CALLSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$25.2M0.12%132,800CALLSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$25.2M0.12%23,963,000CommonSOLE
45257U108IMNMIMMUNOME INC$24.6M0.12%2,100,000CommonSOLE
45257U108IMNMIMMUNOME INC$24.6M0.12%2,100,000PUTSOLE
060505104BACBANK AMERICA CORP$24.6M0.12%476,100PUTSOLE
Y7542C130STNGSCORPIO TANKERS INC$24.5M0.12%436,500CALLSOLE
81369Y704XLISELECT SECTOR SPDR TR$24.4M0.12%158,359CommonSOLE
46090E103QQQINVESCO QQQ TR$24.0M0.11%40,000CALLSOLE
91913Y100VLOVALERO ENERGY CORP$23.9M0.11%140,200CALLSOLE
88160R101TSLATESLA INC$23.8M0.11%53,500PUTSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$23.6M0.11%100,000CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$23.5M0.11%350,000PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$23.3M0.11%244,307CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$23.3M0.11%1,388,854CommonSOLE
65290E101NXTNEXTRACKER INC$23.2M0.11%312,900PUTSOLE
00287Y109ABBVABBVIE INC$23.1M0.11%99,673CommonSOLE
65290E101NXTNEXTRACKER INC$22.7M0.11%306,500CALLSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$22.6M0.11%568,084CommonSOLE
771049103RBLXROBLOX CORP$22.4M0.11%161,779CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$22.3M0.11%124,600CALLSOLE
86800U302SMCISUPER MICRO COMPUTER INC$21.6M0.10%450,000PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$21.3M0.10%37,500CALLSOLE
093712107BEBLOOM ENERGY CORP$20.3M0.10%239,900CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20.2M0.10%41,600CALLSOLE
923451108VBTXVERITEX HLDGS INC$20.2M0.10%601,192CommonSOLE
30231G102XOMEXXON MOBIL CORP$19.9M0.09%176,395CommonSOLE
147528103CASYCASEYS GEN STORES INC$19.8M0.09%35,000CALLSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$19.6M0.09%7,943,891CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$19.4M0.09%264,881CommonSOLE
477143AR2JBLU 2.5 09/01/29JETBLUE AIRWAYS CORP$19.0M0.09%18,221,000CommonSOLE
58933Y105MRKMERCK & CO INC$18.7M0.09%223,320CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$18.3M0.09%163,300PUTSOLE
478160104JNJJOHNSON & JOHNSON$18.2M0.09%98,420CommonSOLE
46432F339QUALISHARES TR$17.8M0.08%91,595CommonSOLE
816851109SRESEMPRA$17.6M0.08%195,516CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$17.3M0.08%303,200CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$17.1M0.08%255,000CALLSOLE
G4766E116INDVINDIVIOR PLC$17.1M0.08%707,201CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16.8M0.08%100,000CALLSOLE
48251W104KKRKKR & CO INC$16.0M0.08%123,000CALLSOLE
458140100INTCINTEL CORP$15.9M0.07%472,900PUTSOLE
949746101WMT2WELLS FARGO CO NEW$15.7M0.07%187,500CALLSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$15.7M0.07%1,157,077CommonSOLE
931142103WMTWALMART INC$15.7M0.07%152,000CALLSOLE
457669307INSMINSMED INC$15.6M0.07%108,097CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$15.2M0.07%346,400CALLSOLE
65339F101NEENEXTERA ENERGY INC$15.0M0.07%198,600PUTSOLE
10922N103BHFBRIGHTHOUSE FINL INC$14.8M0.07%279,621CommonSOLE
36828A101GEVGE VERNOVA INC$14.8M0.07%24,029CommonSOLE
172967424CCITIGROUP INC$14.7M0.07%144,964CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$14.4M0.07%51,241CommonSOLE
457669307INSMINSMED INC$14.4M0.07%99,900PUTSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$14.4M0.07%582,692CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$14.4M0.07%25,535CommonSOLE
876030107TPRTAPESTRY INC$14.2M0.07%125,795CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$14.2M0.07%264,100PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$14.2M0.07%30,668CommonSOLE
548661107LOWLOWES COS INC$14.1M0.07%56,252CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$14.0M0.07%15,366,000CommonSOLE
060505104BACBANK AMERICA CORP$14.0M0.07%271,326CommonSOLE
595112103MUMICRON TECHNOLOGY INC$13.7M0.06%82,100PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$13.7M0.06%143,100CALLSOLE
149123101CATCATERPILLAR INC$13.6M0.06%28,472CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$13.4M0.06%508,202CommonSOLE
872590104TMUST-MOBILE US INC$13.4M0.06%56,061CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$13.4M0.06%122,797CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$13.4M0.06%205,400PUTSOLE
45168D104IDXXIDEXX LABS INC$13.1M0.06%20,465CommonSOLE
03831W108APPAPPLOVIN CORP$12.9M0.06%18,000PUTSOLE
03073E105CORCENCORA INC$12.7M0.06%40,551CommonSOLE
92343X100VTYVERINT SYS INC$12.7M0.06%625,422CommonSOLE
78464A870XBISPDR SERIES TRUST$12.6M0.06%126,000PUTSOLE
00827B106AFRMAFFIRM HLDGS INC$12.5M0.06%171,269CommonSOLE
375558103GILDGILEAD SCIENCES INC$12.5M0.06%112,530CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$12.3M0.06%50,000PUTSOLE
82981J851SITCSITE CTRS CORP$12.2M0.06%1,354,196CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$12.2M0.06%129,585CommonSOLE
45337C102INCYINCYTE CORP$12.2M0.06%143,304CommonSOLE
11135F101AVGOBROADCOM INC$12.1M0.06%36,700CALLSOLE
086516101BBYBEST BUY INC$12.1M0.06%159,900CommonSOLE
40412C101HCAHCA HEALTHCARE INC$11.9M0.06%27,931CommonSOLE
88160R101TSLATESLA INC$11.8M0.06%26,600CALLSOLE
126650100CVSCVS HEALTH CORP$11.8M0.06%156,000PUTSOLE
025816109AXPAMERICAN EXPRESS CO$11.7M0.06%35,330CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$11.7M0.05%173,751CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$11.6M0.05%93,076CommonSOLE
143658300CCL1EURCARNIVAL CORP$11.6M0.05%400,000CALLSOLE
25809K105DASHDOORDASH INC$11.5M0.05%42,355CommonSOLE
718172109PMPHILIP MORRIS INTL INC$11.5M0.05%70,799CommonSOLE
58155Q103MCKMCKESSON CORP$11.4M0.05%14,693CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.2M0.05%117,100PUTSOLE
401617105GU9GUESS INC$11.2M0.05%667,631CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.1M0.05%60,100PUTSOLE
231021106CMICUMMINS INC$11.1M0.05%26,350CommonSOLE
30231G102XOMEXXON MOBIL CORP$11.1M0.05%98,200CALLSOLE
252131107DXCMDEXCOM INC$11.0M0.05%163,000PUTSOLE
G29183103ETNEATON CORP PLC$10.9M0.05%29,203CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$10.8M0.05%200,000CALLSOLE
00846U101AAGILENT TECHNOLOGIES INC$10.8M0.05%83,791CommonSOLE
654106103NKENIKE INC$10.7M0.05%153,000CALLSOLE
767292105RIOTRIOT PLATFORMS INC$10.7M0.05%560,500CALLSOLE
464287598IWDISHARES TR$10.7M0.05%52,312CommonSOLE
34986A104FWRDFORWARD AIR CORP$10.6M0.05%415,227CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$10.6M0.05%11,751,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.6M0.05%37,450CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$10.4M0.05%10,008,000CommonSOLE
044186104ASHASHLAND INC$10.4M0.05%217,006CommonSOLE
337738108FISVFISERV INC$10.3M0.05%80,000PUTSOLE
58155Q103MCKMCKESSON CORP$10.3M0.05%13,300CALLSOLE
58155Q103MCKMCKESSON CORP$10.3M0.05%13,300PUTSOLE
N44445109IMTXIMMATICS N.V$10.2M0.05%1,194,915CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10.2M0.05%38,745CommonSOLE
G3855L106GHRSGH RESEARCH PLC$10.1M0.05%709,312CommonSOLE
717081103PFEPFIZER INC$10.0M0.05%392,700CommonSOLE
N3168P101FERFERROVIAL SE$10.0M0.05%170,963CommonSOLE
77311W101RKTROCKET COS INC$9.9M0.05%512,700CALLSOLE
26441C204DUKDUKE ENERGY CORP NEW$9.9M0.05%80,270CommonSOLE
78468R556XOPSPDR SERIES TRUST$9.9M0.05%75,000CALLSOLE
743312100PRGSPROGRESS SOFTWARE CORP$9.8M0.05%223,616CommonSOLE
78468R606SPHYSPDR SERIES TRUST$9.8M0.05%410,058CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.8M0.05%45,244CommonSOLE
03831W108APPAPPLOVIN CORP$9.7M0.05%13,549CommonSOLE
806857108SLBSCHLUMBERGER LTD$9.7M0.05%281,265CommonSOLE
549498202LCIDLUCID GROUP INC$9.5M0.04%400,000PUTSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$9.4M0.04%10,015CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$9.3M0.04%173,514CommonSOLE
20825C104COPCONOCOPHILLIPS$9.3M0.04%98,200CALLSOLE
743315103PGRPROGRESSIVE CORP$8.8M0.04%35,442CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$8.6M0.04%54,948CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.3M0.04%24,060CommonSOLE
369604301GEGE AEROSPACE$8.3M0.04%27,527CommonSOLE
65249B208NWSNEWS CORP NEW$8.2M0.04%238,665CommonSOLE
097023105BABOEING CO$8.2M0.04%38,200CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.2M0.04%210,120CommonSOLE
65158N102NMRKNEWMARK GROUP INC$8.2M0.04%438,150CommonSOLE
260003108DOVDOVER CORP$8.1M0.04%48,800CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8.1M0.04%107,396CommonSOLE
617446448MSMORGAN STANLEY$8.1M0.04%50,700PUTSOLE
82575P107SBSWSIBANYE STILLWATER LTD$8.0M0.04%706,965CommonSOLE
55261F104MTBM & T BK CORP$7.9M0.04%40,200CALLSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$7.9M0.04%1,376,905CommonSOLE
464288752ITBISHARES TR$7.8M0.04%72,830CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.7M0.04%142,702CommonSOLE
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40131M109GHGUARDANT HEALTH INC$7.7M0.04%123,000PUTSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7.7M0.04%113,882CommonSOLE
337738108FISVFISERV INC$7.6M0.04%59,300CALLSOLE
753422104RPDRAPID7 INC$7.6M0.04%405,400PUTSOLE
85208M102SFMSPROUTS FMRS MKT INC$7.6M0.04%69,770CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$7.6M0.04%7,599,000CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$7.5M0.04%16,542CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.5M0.04%15,000CALLSOLE
92189F676SMHVANECK ETF TRUST$7.5M0.04%23,039CommonSOLE
770700102HOODROBINHOOD MKTS INC$7.5M0.04%52,400PUTSOLE
631103108NDAQNASDAQ INC$7.4M0.04%84,201CommonSOLE
336433107FSLRFIRST SOLAR INC$7.3M0.03%33,300PUTSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$7.2M0.03%5,117,000CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$7.1M0.03%2,156,642CommonSOLE
02079K305GOOGLALPHABET INC$7.0M0.03%28,993CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$7.0M0.03%37,100PUTSOLE
09290D101BLKBLACKROCK INC$7.0M0.03%5,988CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7.0M0.03%14,186CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.9M0.03%32,500CALLSOLE
931142103WMTWALMART INC$6.9M0.03%66,575CommonSOLE
565788106MARAMARA HOLDINGS INC$6.8M0.03%375,000CALLSOLE
857477103STTSTATE STR CORP$6.8M0.03%58,996CommonSOLE
002824100ABTABBOTT LABS$6.8M0.03%51,041CommonSOLE
654106103NKENIKE INC$6.8M0.03%97,870CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$6.8M0.03%8,011,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.8M0.03%80,899CommonSOLE
743315103PGRPROGRESSIVE CORP$6.8M0.03%27,400CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$6.7M0.03%31,700PUTSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$6.7M0.03%113,069CommonSOLE
464287432TLTISHARES TR$6.7M0.03%75,000CALLSOLE
89417E109TRVTRAVELERS COMPANIES INC$6.7M0.03%23,999CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$6.6M0.03%5,994,000CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$6.6M0.03%38,093CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$6.6M0.03%101,838CommonSOLE
26875P101EOGEOG RES INC$6.6M0.03%58,940CommonSOLE
B38564108CMBTCMB.TECH NV$6.6M0.03%697,311CommonSOLE
402635502GPORGULFPORT ENERGY CORP$6.6M0.03%36,198CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.5M0.03%43,028CommonSOLE
55261F104MTBM & T BK CORP$6.4M0.03%32,500PUTSOLE
00182CAC7ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC$6.3M0.03%4,510,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6.3M0.03%16,000CommonSOLE
156431108CENXCENTURY ALUM CO$6.3M0.03%213,350CommonSOLE
464287515IGVISHARES TR$6.2M0.03%54,047CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$6.2M0.03%69,242CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6.2M0.03%35,755CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GROUP INC$6.1M0.03%4,326,000CommonSOLE
69374H881COWZPACER FDS TR$6.1M0.03%106,392CommonSOLE
08265T208BSYBENTLEY SYS INC$6.1M0.03%118,694CommonSOLE
695127AJ9PCRXPACIRA BIOSCIENCES INC$6.1M0.03%6,007,000CommonSOLE
617446448MSMORGAN STANLEY$6.0M0.03%37,700CALLSOLE
761152107RMDRESMED INC$6.0M0.03%21,835CommonSOLE
149123101CATCATERPILLAR INC$6.0M0.03%12,500CALLSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$6.0M0.03%300,000CALLSOLE
G8267P108SWSMURFIT WESTROCK PLC$6.0M0.03%142,008CommonSOLE
637417106NNNNNN REIT INC$5.9M0.03%138,900CommonSOLE
267475101DYDYCOM INDS INC$5.9M0.03%20,240CommonSOLE
565788AD8MARA 2.125 09/01/31MARA HOLDINGS INC$5.9M0.03%4,916,000CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$5.8M0.03%55,000CALLSOLE
443573100HUBSHUBSPOT INC$5.8M0.03%12,435CommonSOLE
06849F108BBARRICK MNG CORP$5.8M0.03%177,200CALLSOLE
Y2573F102FLEXFLEX LTD$5.8M0.03%99,948CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$5.8M0.03%20,007CommonSOLE
37954Y483QYLDGLOBAL X FDS$5.8M0.03%339,133CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.8M0.03%146,700PUTSOLE
15189T107CNPCENTERPOINT ENERGY INC$5.7M0.03%147,600CALLSOLE
00724F101ADBEADOBE INC$5.7M0.03%16,200CALLSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$5.7M0.03%251,555CommonSOLE
22160N109CSGPCOSTAR GROUP INC$5.7M0.03%67,260CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.7M0.03%136,168CommonSOLE
40131M109GHGUARDANT HEALTH INC$5.7M0.03%90,500CALLSOLE
49456B101KMIKINDER MORGAN INC DEL$5.6M0.03%199,002CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.6M0.03%124,049CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$5.6M0.03%202,955CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.6M0.03%127,268CommonSOLE
254067101DDSDILLARDS INC$5.6M0.03%9,036CommonSOLE
199908104FIXCOMFORT SYS USA INC$5.5M0.03%6,672CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$5.5M0.03%24,499CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$5.5M0.03%34,321CommonSOLE
29355A107ENPHENPHASE ENERGY INC$5.5M0.03%155,000PUTSOLE
464287234EEMISHARES TR$5.5M0.03%102,100CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.4M0.03%138,800CALLSOLE
78468R556XOPSPDR SERIES TRUST$5.4M0.03%41,000PUTSOLE
464286772EWYISHARES INC$5.4M0.03%67,903CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.4M0.03%23,023CommonSOLE
958102105WDCWESTERN DIGITAL CORP$5.4M0.03%44,903CommonSOLE
407497106HLNEHAMILTON LANE INC$5.4M0.03%39,950CommonSOLE
126408103CSXCSX CORP$5.3M0.03%150,000CALLSOLE
N90064101QUREUNIQURE NV$5.3M0.02%90,542CommonSOLE
717081103PFEPFIZER INC$5.3M0.02%207,300PUTSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$5.3M0.02%87,000CALLSOLE
92337C203VSTMVERASTEM INC$5.2M0.02%590,184CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$5.2M0.02%140,000PUTSOLE
571903202MARMARRIOTT INTL INC NEW$5.2M0.02%19,800CommonSOLE
336433107FSLRFIRST SOLAR INC$5.1M0.02%23,300CALLSOLE
595112103MUMICRON TECHNOLOGY INC$5.1M0.02%30,480CommonSOLE
565788106MARAMARA HOLDINGS INC$5.0M0.02%275,000PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$5.0M0.02%74,200PUTSOLE
46141D104UDNINVESCO DB US DLR INDEX TR$5.0M0.02%265,944CommonSOLE
482480100KLACKLA CORP$5.0M0.02%4,635CommonSOLE
458140100INTCINTEL CORP$5.0M0.02%148,722CommonSOLE
163086101CHEFCHEFS WHSE INC$5.0M0.02%85,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$4.9M0.02%4,714,000CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.9M0.02%8,400CommonSOLE
315616102FFIVF5 INC$4.9M0.02%15,214CommonSOLE
92840M102VSTVISTRA CORP$4.9M0.02%25,000CALLSOLE
31428X106FDXFEDEX CORP$4.9M0.02%20,750CommonSOLE
023608102AEEAMEREN CORP$4.9M0.02%46,637CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$4.9M0.02%3,293,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.8M0.02%18,549CommonSOLE
753422104RPDRAPID7 INC$4.8M0.02%257,692CommonSOLE
01741R102ATIATI INC$4.8M0.02%59,340CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$4.8M0.02%250,000CALLSOLE
615369105MCOMOODYS CORP$4.8M0.02%10,022CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$4.8M0.02%170,345CommonSOLE
576323109MTZMASTEC INC$4.8M0.02%22,330CommonSOLE
775711104ROLROLLINS INC$4.7M0.02%79,944CommonSOLE
78468R788SPYDSPDR SERIES TRUST$4.7M0.02%106,179CommonSOLE
86771W105RUNSUNRUN INC$4.7M0.02%270,000CALLSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$4.6M0.02%124,600PUTSOLE
770700102HOODROBINHOOD MKTS INC$4.6M0.02%32,400CALLSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.6M0.02%22,552CommonSOLE
654902204NOKNOKIA CORP$4.6M0.02%955,400CommonSOLE
343412AJ1FLR 1.125 08/15/29FLUOR CORP$4.5M0.02%3,780,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.5M0.02%14,159CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$4.4M0.02%126,565CommonSOLE
81730H109SSENTINELONE INC$4.4M0.02%250,666CommonSOLE
47215PAJ5JD 0.25 06/01/29JD.COM INC$4.4M0.02%4,096,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.4M0.02%5,500PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.4M0.02%5,500CALLSOLE
98138H101WDAYWORKDAY INC$4.4M0.02%18,187CommonSOLE
74624M102PPURE STORAGE INC$4.4M0.02%52,136CommonSOLE
40131M109GHGUARDANT HEALTH INC$4.4M0.02%69,899CommonSOLE
713448108PEPPEPSICO INC$4.4M0.02%31,000CALLSOLE
531229AP7SIRI 3.75 03/15/28LIBERTY MEDIA CORP DEL$4.3M0.02%4,148,000CommonSOLE
06849F108BBARRICK MNG CORP$4.3M0.02%132,154CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$4.3M0.02%29,490CommonSOLE
87612E106TGTTARGET CORP$4.3M0.02%48,232CommonSOLE
89832Q109TFCTRUIST FINL CORP$4.3M0.02%94,545CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$4.3M0.02%3,530,000CommonSOLE
032095101APHAMPHENOL CORP NEW$4.3M0.02%34,706CommonSOLE
149123101CATCATERPILLAR INC$4.3M0.02%9,000PUTSOLE
09062X103BIIBBIOGEN INC$4.3M0.02%30,600CommonSOLE
345370860FFORD MTR CO$4.3M0.02%356,441CommonSOLE
576323109MTZMASTEC INC$4.3M0.02%20,000PUTSOLE
69331C108PCGPG&E CORP$4.2M0.02%281,800CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$4.2M0.02%13,109CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$4.2M0.02%8,232CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4.2M0.02%109,000PUTSOLE
372460105GPCGENUINE PARTS CO$4.2M0.02%30,400CommonSOLE
55087P104LYFTLYFT INC$4.2M0.02%191,416CommonSOLE
86771W105RUNSUNRUN INC$4.2M0.02%243,500CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$4.2M0.02%120,000PUTSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$4.2M0.02%4,346,000CommonSOLE
929236107WDFCWD 40 CO$4.2M0.02%21,017CommonSOLE
70476Q100PDCCPEARL DIVER CREDIT COMPANY I$4.1M0.02%250,000CommonSOLE
464287614IWFISHARES TR$4.1M0.02%8,794CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$4.1M0.02%86,179CommonSOLE
436440101HO1HOLOGIC INC$4.1M0.02%60,913CommonSOLE
80004C200SNDKSANDISK CORP$4.1M0.02%36,600CommonSOLE
855919106STRZSTARZ ENTERTAINMENT CORP.$4.1M0.02%278,133CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$4.1M0.02%21,436CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.1M0.02%52,500CommonSOLE
753422104RPDRAPID7 INC$4.1M0.02%217,400CALLSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$4.0M0.02%3,809,000CommonSOLE
629377508NRGNRG ENERGY INC$4.0M0.02%25,000CALLSOLE
30161Q104EXELEXELIXIS INC$4.0M0.02%97,624CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4.0M0.02%30,000PUTSOLE
03209RAB9AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS IN$4.0M0.02%4,385,000CommonSOLE
46429B663HDVISHARES TR$4.0M0.02%32,447CommonSOLE
254687106DISDISNEY WALT CO$4.0M0.02%34,500CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.9M0.02%8,047CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.02%19,024CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$3.9M0.02%60,000CALLSOLE
875465106SKTTANGER INC$3.9M0.02%114,621CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.9M0.02%60,200CommonSOLE
26884U109EPREPR PPTYS$3.9M0.02%66,600CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.9M0.02%55,983CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$3.8M0.02%58,000CommonSOLE
778296103ROSTROSS STORES INC$3.8M0.02%25,057CommonSOLE
244199105DEDEERE & CO$3.8M0.02%8,259CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.8M0.02%36,437CommonSOLE
15135B101CNCCENTENE CORP DEL$3.7M0.02%104,905CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.7M0.02%30,800PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.7M0.02%7,600PUTSOLE
G491BT108IVZINVESCO LTD$3.7M0.02%162,270CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$3.7M0.02%3,909,000CommonSOLE
336433107FSLRFIRST SOLAR INC$3.7M0.02%16,700CommonSOLE
29273V100ETENERGY TRANSFER L P$3.7M0.02%213,801CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC$3.6M0.02%3,326,000CommonSOLE
G6683N103NUNU HLDGS LTD$3.5M0.02%221,384CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.5M0.02%20,624CommonSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$3.5M0.02%286,875CommonSOLE
56585A102MPCMARATHON PETE CORP$3.5M0.02%18,057CommonSOLE
855244109SBUXSTARBUCKS CORP$3.5M0.02%41,066CommonSOLE
74758T303QLYSQUALYS INC$3.5M0.02%26,248CommonSOLE
464287150ITOTISHARES TR$3.5M0.02%23,828CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.5M0.02%13,375CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3.5M0.02%11,200CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.5M0.02%31,500CALLSOLE
20030N101CMCSACOMCAST CORP NEW$3.5M0.02%110,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.5M0.02%10,000PUTSOLE
969904101WSMWILLIAMS SONOMA INC$3.4M0.02%17,614CommonSOLE
45784J303VATEINNOVATE CORP$3.4M0.02%700,802CommonSOLE
98423F109XMTRXOMETRY INC$3.4M0.02%62,800CALLSOLE
26622P107DOCSDOXIMITY INC$3.4M0.02%46,658CommonSOLE
866674104SUISUN CMNTYS INC$3.4M0.02%26,400CommonSOLE
384802104GWWGRAINGER W W INC$3.4M0.02%3,550CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.4M0.02%9,657CommonSOLE
343412102FLRFLUOR CORP NEW$3.4M0.02%80,000CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.4M0.02%85,421CommonSOLE
574599106MASMASCO CORP$3.3M0.02%47,351CommonSOLE
450056AB2IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$3.3M0.02%2,397,000CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$3.3M0.02%3,500,000CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$3.3M0.02%9,474CommonSOLE
21874C102CNMCORE & MAIN INC$3.2M0.02%60,000CALLSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$3.2M0.02%1,902,000CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.2M0.02%12,709CommonSOLE
M46528101FROFRONTLINE PLC$3.2M0.02%139,893CommonSOLE
17275R102CSCOCISCO SYS INC$3.2M0.02%46,635CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3.2M0.01%99,334CommonSOLE
501044101KRKROGER CO$3.2M0.01%46,966CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.2M0.01%90,000CALLSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$3.1M0.01%2,402,000CommonSOLE
G9460G101VALVALARIS LTD$3.1M0.01%64,300PUTSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.1M0.01%12,774CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.1M0.01%17,500PUTSOLE
G0260P102ASAMER SPORTS INC$3.1M0.01%89,781CommonSOLE
74347Y888UCOPROSHARES TR II$3.1M0.01%138,600CALLSOLE
74347Y888UCOPROSHARES TR II$3.1M0.01%138,600PUTSOLE
088786108BCYCBICYCLE THERAPEUTICS PLC$3.1M0.01%401,926CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.1M0.01%10,183CommonSOLE

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.