MondegarAI
Jefferies Financial Group Inc. (JEF)

Q4 2025 · 13F-HR

Jefferies Financial Group Inc. (JEF)holdings as filed

Filed 2026-02-09 · accession 0000096223-26-000010

$19.57B
Reported value
1,824
Positions
2025-12-31
Period end
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The Brief · Jefferies Financial Group Inc. (JEF) · Q4 2025

AI · grounded in 13F

Jefferies Financial Group Inc. (JEF) closed its position in VGT, reducing its holdings by $1.68B. The fund also exited its position in WRB, a move totaling $682.8M. On the buy side, the fund increased its share count in GOOGL by 2119.05% and NVDA by 485.32%.

Holdings as filed

First 500 of 1824

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$1.22B6.22%1,784,500PUTSOLE
78463V107GLDSPDR GOLD TR$871.3M4.45%2,198,500CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$796.5M4.07%1,168,090CommonSOLE
78463V107GLDSPDR GOLD TR$573.5M2.93%1,447,100PUTSOLE
464287655IWMISHARES TR$425.1M2.17%1,726,891CommonSOLE
67066G104NVDANVIDIA CORPORATION$386.6M1.98%2,073,147CommonSOLE
46090E103QQQINVESCO QQQ TR$386.0M1.97%628,367CommonSOLE
Q4982L109IRENIREN LIMITED$302.6M1.55%8,012,100CALLSOLE
Q4982L109IRENIREN LIMITED$285.1M1.46%7,548,900PUTSOLE
02079K107GOOGALPHABET INC$245.3M1.25%781,593CommonSOLE
02079K107GOOGALPHABET INC$236.6M1.21%754,000PUTSOLE
023135106AMZNAMAZON COM INC$215.7M1.10%934,388CommonSOLE
78464A870XBISPDR SERIES TRUST$209.1M1.07%1,715,089CommonSOLE
67066G104NVDANVIDIA CORPORATION$197.1M1.01%1,056,600PUTSOLE
171757206CDTXCIDARA THERAPEUTICS INC$169.3M0.87%766,520CommonSOLE
457669307INSMINSMED INC$161.2M0.82%926,339CommonSOLE
02079K305GOOGLALPHABET INC$146.6M0.75%468,369CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$146.3M0.75%3,272,400PUTSOLE
742718109PGPROCTER AND GAMBLE CO$143.0M0.73%997,764CommonSOLE
78463V107GLDSPDR GOLD TR$134.3M0.69%338,958CommonSOLE
594918104MSFTMICROSOFT CORP$132.8M0.68%274,648CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$126.0M0.64%1,658,481CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$119.3M0.61%370,202CommonSOLE
172967424CCITIGROUP INC$119.3M0.61%1,022,100CALLSOLE
595112103MUMICRON TECHNOLOGY INC$117.7M0.60%412,469CommonSOLE
G25508105CRHCRH PLC$114.9M0.59%920,736CommonSOLE
044186104ASHASHLAND INC$111.5M0.57%1,900,000CommonSOLE
037833100AAPLAPPLE INC$108.6M0.55%399,482CommonSOLE
172967424CCITIGROUP INC$105.3M0.54%902,469CommonSOLE
464287432TLTISHARES TR$104.6M0.53%1,200,000CALLSOLE
172967424CCITIGROUP INC$93.2M0.48%798,800PUTSOLE
76155X100RVMDREVOLUTION MEDICINES INC$90.9M0.46%1,141,195CommonSOLE
464287655IWMISHARES TR$89.2M0.46%362,500PUTSOLE
30303M102METAMETA PLATFORMS INC$88.8M0.45%134,600CALLSOLE
200340107CMACOMERICA INC$87.5M0.45%1,006,259CommonSOLE
88160R101TSLATESLA INC$84.7M0.43%188,247CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$84.0M0.43%167,137CommonSOLE
922908363VOOVANGUARD INDEX FDS$82.4M0.42%131,444CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$81.5M0.42%119,500CALLSOLE
G76279101ROIVROIVANT SCIENCES LTD$76.3M0.39%3,514,833CommonSOLE
438516106HONHONEYWELL INTL INC$74.6M0.38%382,273CommonSOLE
166764100CVXCHEVRON CORP NEW$74.1M0.38%486,435CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$69.3M0.35%7,997,201CommonSOLE
925652109VICIVICI PPTYS INC$69.2M0.35%2,462,331CommonSOLE
26884L109EQTEQT CORP$69.0M0.35%1,287,400PUTSOLE
780087102RYROYAL BK CDA$68.7M0.35%403,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$66.4M0.34%218,656CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$66.0M0.34%308,021CommonSOLE
532457108LLYELI LILLY & CO$64.8M0.33%60,336CommonSOLE
30231G102XOMEXXON MOBIL CORP$63.2M0.32%525,100PUTSOLE
063671101BMOBANK MONTREAL QUE$62.2M0.32%479,492CommonSOLE
00370M103ABVXABIVAX SA$61.7M0.32%457,325CommonSOLE
15118V207CELHCELSIUS HLDGS INC$60.4M0.31%1,321,200PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$59.9M0.31%104,917CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$59.9M0.31%1,315,175CommonSOLE
037833100AAPLAPPLE INC$59.2M0.30%217,600CALLSOLE
464287655IWMISHARES TR$59.1M0.30%240,000CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$57.4M0.29%1,408,478CommonSOLE
931142103WMTWALMART INC$56.2M0.29%504,239CommonSOLE
896215209TRSTRIMAS CORP$55.0M0.28%1,552,499CommonSOLE
F92124100TTETOTALENERGIES SE$54.9M0.28%841,481CommonSOLE
02079K305GOOGLALPHABET INC$54.8M0.28%175,000PUTSOLE
53626N102LIONLIONSGATE STUDIOS CORP$53.2M0.27%5,828,265CommonSOLE
N44445109IMTXIMMATICS N.V$53.1M0.27%5,059,551CommonSOLE
58933Y105MRKMERCK & CO INC$52.7M0.27%500,928CommonSOLE
M96088105URGNUROGEN PHARMA LTD$51.5M0.26%2,199,652CommonSOLE
11271J107BNBROOKFIELD CORP$51.4M0.26%1,119,000CommonSOLE
713448108PEPPEPSICO INC$51.0M0.26%355,172CommonSOLE
464287556IBBISHARES TR$50.7M0.26%300,458CommonSOLE
00510N102TICTIC SOLUTIONS INC$50.5M0.26%5,000,000CommonSOLE
037833100AAPLAPPLE INC$48.9M0.25%180,000PUTSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$48.0M0.25%3,379,813CommonSOLE
78468R663BILSPDR SERIES TRUST$47.7M0.24%522,383CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$47.1M0.24%171,077CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$46.8M0.24%170,000PUTSOLE
92840M102VSTVISTRA CORP$46.4M0.24%287,600CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$45.6M0.23%1,020,200CALLSOLE
931142103WMTWALMART INC$44.7M0.23%401,500PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$44.6M0.23%763,832CommonSOLE
92840M102VSTVISTRA CORP$44.5M0.23%276,100PUTSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$44.3M0.23%1,031,408CommonSOLE
15118V207CELHCELSIUS HLDGS INC$43.9M0.22%958,730CommonSOLE
85208T107CXMSPRINKLR INC$43.5M0.22%5,590,002CommonSOLE
G0403H108AONAON PLC$43.4M0.22%123,030CommonSOLE
336433107FSLRFIRST SOLAR INC$43.3M0.22%165,700PUTSOLE
45257U108IMNMIMMUNOME INC$43.0M0.22%2,000,000CommonSOLE
45257U108IMNMIMMUNOME INC$43.0M0.22%2,000,000PUTSOLE
437076102HDHOME DEPOT INC$42.7M0.22%124,200PUTSOLE
254687106DISDISNEY WALT CO$41.1M0.21%361,676CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$41.1M0.21%542,453CommonSOLE
03073E105CORCENCORA INC$40.4M0.21%119,653CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$40.2M0.21%4,039,500PUTSOLE
097023105BABOEING CO$40.2M0.21%185,157CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$40.1M0.20%138,801CommonSOLE
778296103ROSTROSS STORES INC$38.1M0.19%211,676CommonSOLE
458140100INTCINTEL CORP$38.0M0.19%1,030,200PUTSOLE
00653Q102AHCOADAPTHEALTH CORP$37.4M0.19%3,757,557CommonSOLE
833445109SNOWSNOWFLAKE INC$37.3M0.19%170,210CommonSOLE
580135101MCDMCDONALDS CORP$36.0M0.18%117,947CommonSOLE
G54950103LINLINDE PLC$36.0M0.18%84,426CommonSOLE
949746101WMT2WELLS FARGO CO NEW$35.9M0.18%385,000CALLSOLE
482480100KLACKLA CORP$34.8M0.18%28,618CommonSOLE
617446448MSMORGAN STANLEY$34.6M0.18%195,057CommonSOLE
631103108NDAQNASDAQ INC$34.6M0.18%356,265CommonSOLE
872590104TMUST-MOBILE US INC$34.4M0.18%169,532CommonSOLE
031162100AMGNAMGEN INC$34.2M0.17%104,437CommonSOLE
816851109SRESEMPRA$33.5M0.17%379,460CommonSOLE
637417106NNNNNN REIT INC$33.5M0.17%845,374CommonSOLE
437076102HDHOME DEPOT INC$33.4M0.17%97,038CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$33.1M0.17%204,955CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$33.0M0.17%1,554,700PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$32.9M0.17%218,884CommonSOLE
46090E103QQQINVESCO QQQ TR$32.9M0.17%53,500PUTSOLE
093712107BEBLOOM ENERGY CORP$32.8M0.17%377,000PUTSOLE
060505104BACBANK AMERICA CORP$32.6M0.17%593,000PUTSOLE
65339F101NEENEXTERA ENERGY INC$32.1M0.16%400,000CALLSOLE
478160104JNJJOHNSON & JOHNSON$32.1M0.16%155,100PUTSOLE
922908553VNQVANGUARD INDEX FDS$31.8M0.16%359,757CommonSOLE
032095101APHAMPHENOL CORP NEW$31.7M0.16%234,626CommonSOLE
78464A698KRESPDR SERIES TRUST$31.4M0.16%484,000PUTSOLE
46266C105IQVIQVIA HLDGS INC$30.9M0.16%137,065CommonSOLE
717081103PFEPFIZER INC$30.6M0.16%1,230,281CommonSOLE
806857108SLBSLB LIMITED$29.9M0.15%778,526CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$29.5M0.15%373,563CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$29.3M0.15%153,000CALLSOLE
65290E101NXTNEXTPOWER INC$29.1M0.15%334,500CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$29.1M0.15%88,053CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$28.7M0.15%89,100PUTSOLE
149123101CATCATERPILLAR INC$28.6M0.15%50,000CALLSOLE
458140100INTCINTEL CORP$28.6M0.15%773,988CommonSOLE
235851102DHRDANAHER CORPORATION$28.5M0.15%124,316CommonSOLE
87422Q109TLNTALEN ENERGY CORP$28.4M0.15%75,842CommonSOLE
457730109INSPINSPIRE MED SYS INC$28.4M0.14%307,588CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$28.3M0.14%335,982CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$28.3M0.14%147,822CommonSOLE
023135106AMZNAMAZON COM INC$28.2M0.14%122,300CALLSOLE
29082K105EMBCEMBECTA CORP$28.0M0.14%2,354,971CommonSOLE
23834J201DAVEDAVE INC$27.9M0.14%125,891CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$27.9M0.14%47,970CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$27.8M0.14%467,018CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$27.5M0.14%335,820CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$27.5M0.14%78,397CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$27.3M0.14%505,773CommonSOLE
199908104FIXCOMFORT SYS USA INC$27.2M0.14%29,124CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$26.8M0.14%31,135CommonSOLE
15687V109CERTCERTARA INC$26.7M0.14%3,031,374CommonSOLE
Q4982L109IRENIREN LIMITED$26.6M0.14%704,415CommonSOLE
314911108FRMIFERMI INC$26.6M0.14%3,321,021CommonSOLE
65290E101NXTNEXTPOWER INC$26.6M0.14%304,900PUTSOLE
36828A101GEVGE VERNOVA INC$26.5M0.14%40,538CommonSOLE
371927104GELGENESIS ENERGY L P$26.3M0.13%1,687,428CommonSOLE
464287432TLTISHARES TR$26.1M0.13%300,000PUTSOLE
30303M102METAMETA PLATFORMS INC$26.1M0.13%39,502CommonSOLE
98139A105WKWORKIVA INC$25.9M0.13%300,719CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$25.9M0.13%145,494CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$25.6M0.13%268,820CommonSOLE
04016X101ARGXARGENX SE$25.2M0.13%30,000CommonSOLE
199908104FIXCOMFORT SYS USA INC$25.2M0.13%27,000PUTSOLE
64110L106NFLXNETFLIX INC$25.2M0.13%268,523CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$25.2M0.13%618,000PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$25.0M0.13%29,000PUTSOLE
25746U109DDOMINION ENERGY INC$24.8M0.13%424,000CALLSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$24.5M0.12%290,000PUTSOLE
G25508105CRHCRH PLC$24.5M0.12%196,000PUTSOLE
92826C839VVISA INC$24.3M0.12%69,147CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$24.1M0.12%41,600CALLSOLE
65339F101NEENEXTERA ENERGY INC$24.1M0.12%300,000PUTSOLE
314911108FRMIFERMI INC$24.0M0.12%3,000,000PUTSOLE
693718108PCARPACCAR INC$23.7M0.12%215,974CommonSOLE
00287Y109ABBVABBVIE INC$23.6M0.12%103,457CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$23.5M0.12%463,100PUTSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$23.5M0.12%1,107,500CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$22.9M0.12%436,978CommonSOLE
594972408MSTRSTRATEGY INC$22.9M0.12%150,498CommonSOLE
911363109URIUNITED RENTALS INC$22.7M0.12%28,056CommonSOLE
146869102CVNACARVANA CO$22.6M0.12%53,633CommonSOLE
478160104JNJJOHNSON & JOHNSON$22.6M0.12%109,225CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$22.5M0.11%91,366CommonSOLE
146869102CVNACARVANA CO$22.4M0.11%53,000PUTSOLE
G17977110BURBURFORD CAP LTD$22.3M0.11%2,503,521CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$22.2M0.11%436,500CALLSOLE
931142103WMTWALMART INC$21.5M0.11%193,200CALLSOLE
093712107BEBLOOM ENERGY CORP$21.4M0.11%245,900CALLSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$21.3M0.11%492,372CommonSOLE
H11356104BGBUNGE GLOBAL SA$21.1M0.11%236,830CommonSOLE
30231G102XOMEXXON MOBIL CORP$20.6M0.11%170,800CALLSOLE
743312100PRGSPROGRESS SOFTWARE CORP$20.5M0.10%476,500CALLSOLE
10922N103BHFBRIGHTHOUSE FINL INC$20.4M0.10%314,621CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$20.3M0.10%270,666CommonSOLE
472145AH4JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$20.2M0.10%15,100,000CommonSOLE
26884L109EQTEQT CORP$20.1M0.10%375,000CALLSOLE
375558103GILDGILEAD SCIENCES INC$20.1M0.10%163,391CommonSOLE
30303M102METAMETA PLATFORMS INC$19.8M0.10%30,000PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$19.6M0.10%395,400PUTSOLE
949746101WMT2WELLS FARGO CO NEW$19.6M0.10%210,000PUTSOLE
127097103CTRACOTERRA ENERGY INC$19.6M0.10%743,042CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$19.5M0.10%334,000PUTSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$19.3M0.10%15,341,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$19.3M0.10%431,005CommonSOLE
18452B209CLSKCLEANSPARK INC$19.1M0.10%1,888,200CALLSOLE
H8817H100RIGTRANSOCEAN LTD$19.0M0.10%4,610,882CommonSOLE
682680103OKEONEOK INC NEW$18.8M0.10%255,700CALLSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$18.7M0.10%20,842,000CommonSOLE
883203101TXTTEXTRON INC$18.5M0.09%212,469CommonSOLE
780259305SHELSHELL PLC$18.3M0.09%249,700CALLSOLE
46432F339QUALISHARES TR$18.2M0.09%91,759CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$18.0M0.09%491,796CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$17.9M0.09%213,300PUTSOLE
26884L109EQTEQT CORP$17.7M0.09%329,767CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$17.6M0.09%226,476CommonSOLE
G4766E116INDVINDIVIOR PLC$17.5M0.09%486,826CommonSOLE
56501R106MFCMANULIFE FINL CORP$17.5M0.09%481,400CommonSOLE
571903202MARMARRIOTT INTL INC NEW$17.4M0.09%56,180CommonSOLE
457669307INSMINSMED INC$17.4M0.09%99,900PUTSOLE
98389B100XELXCEL ENERGY INC$17.2M0.09%232,591CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$17.1M0.09%222,757CommonSOLE
69318G106PBFPBF ENERGY INC$17.0M0.09%628,215CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$17.0M0.09%81,237CommonSOLE
68170A108OMDAOMADA HEALTH INC$16.9M0.09%1,073,991CommonSOLE
565788AF3MARA 0 03/01/30MARA HOLDINGS INC$16.9M0.09%21,477,000CommonSOLE
806857108SLBSLB LIMITED$16.9M0.09%440,500CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$16.8M0.09%52,200CALLSOLE
90138A103VNETVNET GROUP INC$16.7M0.09%1,979,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$16.7M0.09%138,394CommonSOLE
78464A698KRESPDR SERIES TRUST$16.6M0.08%256,525CommonSOLE
20030N101CMCSACOMCAST CORP NEW$16.5M0.08%551,100CALLSOLE
00846U101AAGILENT TECHNOLOGIES INC$16.4M0.08%120,784CommonSOLE
09260D107BXBLACKSTONE INC$16.4M0.08%106,300CALLSOLE
064058100BKBANK NEW YORK MELLON CORP$16.3M0.08%140,689CommonSOLE
09260D107BXBLACKSTONE INC$16.2M0.08%105,246CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$16.2M0.08%78,736CommonSOLE
285512109EAELECTRONIC ARTS INC$16.1M0.08%78,863CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$16.0M0.08%103,301CommonSOLE
629377508NRGNRG ENERGY INC$15.9M0.08%100,000CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$15.9M0.08%159,100CALLSOLE
12653C108CNXCNX RES CORP$15.8M0.08%429,329CommonSOLE
103304101BYDBOYD GAMING CORP$15.6M0.08%182,435CommonSOLE
526107107LIILENNOX INTL INC$15.4M0.08%31,673CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$15.3M0.08%200,000CommonSOLE
03674X106ARANTERO RESOURCES CORP$15.3M0.08%443,368CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$15.2M0.08%105,779CommonSOLE
903731107ULSUL SOLUTIONS INC$15.2M0.08%192,915CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$15.2M0.08%151,730CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$15.1M0.08%646,084CommonSOLE
55939A107MAGNMAGNERA CORP$15.1M0.08%994,619CommonSOLE
30161Q104EXELEXELIXIS INC$15.1M0.08%343,533CommonSOLE
64110D104NTAPNETAPP INC$14.9M0.08%138,845CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14.9M0.08%530,366CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$14.8M0.08%86,578CommonSOLE
49845K101KVYOKLAVIYO INC$14.8M0.08%455,000CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$14.7M0.07%341,193CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$14.6M0.07%106,112CommonSOLE
143658300CCL1EURCARNIVAL CORP$14.6M0.07%477,297CommonSOLE
75513E101RTXRTX CORPORATION$14.6M0.07%79,399CommonSOLE
546347105LPXLOUISIANA PAC CORP$14.5M0.07%179,199CommonSOLE
775711104ROLROLLINS INC$14.4M0.07%239,941CommonSOLE
882508104TXNTEXAS INSTRS INC$14.4M0.07%82,896CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14.2M0.07%31,372CommonSOLE
20030N101CMCSACOMCAST CORP NEW$14.1M0.07%473,282CommonSOLE
477143AR2JBLU 2.5 09/01/29JETBLUE AIRWAYS CORP$14.1M0.07%14,492,000CommonSOLE
369604301GEGE AEROSPACE$13.9M0.07%45,024CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13.7M0.07%137,100PUTSOLE
45168D104IDXXIDEXX LABS INC$13.6M0.07%20,072CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$13.5M0.07%614,682CommonSOLE
69331C108PCGPG&E CORP$13.3M0.07%825,663CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$13.2M0.07%51,341CommonSOLE
407497106HLNEHAMILTON LANE INC$13.2M0.07%98,241CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$13.1M0.07%560,800CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$13.1M0.07%51,279CommonSOLE
65339F101NEENEXTERA ENERGY INC$13.1M0.07%163,446CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.0M0.07%36,800CALLSOLE
87612E106TGTTARGET CORP$12.9M0.07%132,145CommonSOLE
72352L106PINSPINTEREST INC$12.8M0.07%494,859CommonSOLE
40412C101HCAHCA HEALTHCARE INC$12.7M0.06%27,163CommonSOLE
758849103REGREGENCY CTRS CORP$12.6M0.06%181,996CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$12.6M0.06%50,000PUTSOLE
02081G201ATECALPHATEC HLDGS INC$12.5M0.06%595,937CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$12.3M0.06%104,920CommonSOLE
48251W104KKRKKR & CO INC$12.2M0.06%96,000CALLSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$11.9M0.06%240,100CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.7M0.06%43,763CommonSOLE
55336V100MPLXMPLX LP$11.7M0.06%219,200CALLSOLE
82981J851SITCSITE CTRS CORP$11.7M0.06%1,819,088CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$11.7M0.06%200,000CALLSOLE
17275R102CSCOCISCO SYS INC$11.7M0.06%151,456CommonSOLE
842587107SOSOUTHERN CO$11.5M0.06%132,400CALLSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$11.5M0.06%24,000CommonSOLE
717081103PFEPFIZER INC$11.5M0.06%462,300PUTSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$11.5M0.06%11,492,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.4M0.06%13,008CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$11.4M0.06%11,317,000CommonSOLE
464287598IWDISHARES TR$11.4M0.06%54,137CommonSOLE
743315103PGRPROGRESSIVE CORP$11.4M0.06%50,000PUTSOLE
03990B101ARESARES MANAGEMENT CORPORATION$11.3M0.06%70,000CALLSOLE
55261F104MTBM & T BK CORP$11.2M0.06%55,700PUTSOLE
26441C204DUKDUKE ENERGY CORP NEW$11.2M0.06%95,600CALLSOLE
401617105GU9GUESS INC$11.2M0.06%667,631CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$11.0M0.06%115,632CommonSOLE
98401F105XNCRXENCOR INC$11.0M0.06%720,440CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$11.0M0.06%477,092CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$10.9M0.06%1,576,905CommonSOLE
731068102PIIPOLARIS INC$10.8M0.06%170,400CommonSOLE
45337C102INCYINCYTE CORP$10.8M0.05%108,942CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$10.7M0.05%277,935CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$10.7M0.05%9,554,000CommonSOLE
29355A107ENPHENPHASE ENERGY INC$10.7M0.05%333,000PUTSOLE
552848103MTGMGIC INVT CORP WIS$10.7M0.05%364,650CommonSOLE
11135F101AVGOBROADCOM INC$10.7M0.05%30,780CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$10.5M0.05%26,322CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$10.5M0.05%1,121,502CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$10.4M0.05%320,733CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$10.3M0.05%46,945CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$10.2M0.05%700,000CALLSOLE
92338C103VLTOVERALTO CORP$10.2M0.05%102,011CommonSOLE
876030107TPRTAPESTRY INC$10.1M0.05%79,009CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$10.1M0.05%120,996CommonSOLE
11135F101AVGOBROADCOM INC$9.9M0.05%28,700CALLSOLE
03676C100ATEXANTERIX INC$9.9M0.05%454,508CommonSOLE
89832Q109TFCTRUIST FINL CORP$9.8M0.05%200,000CALLSOLE
89832Q109TFCTRUIST FINL CORP$9.8M0.05%200,000PUTSOLE
65158N102NMRKNEWMARK GROUP INC$9.8M0.05%566,847CommonSOLE
576323109MTZMASTEC INC$9.8M0.05%45,047CommonSOLE
565788106MARAMARA HOLDINGS INC$9.8M0.05%1,087,500PUTSOLE
H42097107UBSUBS GROUP AG$9.8M0.05%209,349CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$9.7M0.05%47,930CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$9.7M0.05%118,810CommonSOLE
78464A698KRESPDR SERIES TRUST$9.7M0.05%150,000CALLSOLE
91680MAF4UPST 1 11/15/30UPSTART HLDGS INC$9.7M0.05%11,129,000CommonSOLE
65290E101NXTNEXTPOWER INC$9.7M0.05%111,250CommonSOLE
00182CAC7ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC$9.6M0.05%7,620,000CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$9.6M0.05%6,912CommonSOLE
G9456A100GLNGGOLAR LNG LTD$9.5M0.05%255,068CommonSOLE
97650W108WTFCWINTRUST FINL CORP$9.4M0.05%67,585CommonSOLE
464287242LQDISHARES TR$9.4M0.05%85,135CommonSOLE
68389X105ORCLORACLE CORP$9.4M0.05%48,040CommonSOLE
594972AN1MSTR 2.25 06/15/32STRATEGY INC$9.3M0.05%8,500,000CommonSOLE
40131M109GHGUARDANT HEALTH INC$9.3M0.05%91,000PUTSOLE
40131M109GHGUARDANT HEALTH INC$9.2M0.05%90,500CALLSOLE
91680MAD9UPST 2 10/01/29UPSTART HLDGS INC$9.2M0.05%7,286,000CommonSOLE
20825C104COPCONOCOPHILLIPS$9.2M0.05%98,000CALLSOLE
D18190898DBDEUTSCHE BANK A G$9.1M0.05%234,537CommonSOLE
65249B208NWSNEWS CORP NEW$9.1M0.05%307,417CommonSOLE
902973304USBUS BANCORP DEL$9.1M0.05%169,955CommonSOLE
97785W106WOLFWOLFSPEED INC$9.1M0.05%520,288CommonSOLE
G3855L106GHRSGH RESEARCH PLC$9.0M0.05%712,300CommonSOLE
682680103OKEONEOK INC NEW$9.0M0.05%122,946CommonSOLE
060505104BACBANK AMERICA CORP$9.0M0.05%164,130CommonSOLE
69351T106PPLPPL CORP$9.0M0.05%257,400CALLSOLE
74144T108TROWPRICE T ROWE GROUP INC$8.9M0.05%87,344CommonSOLE
18452B209CLSKCLEANSPARK INC$8.9M0.05%879,908CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$8.9M0.05%45,558CommonSOLE
315616102FFIVF5 INC$8.8M0.05%34,529CommonSOLE
086516101BBYBEST BUY INC$8.8M0.04%131,249CommonSOLE
833445109SNOWSNOWFLAKE INC$8.8M0.04%40,000CALLSOLE
747525103QCOMQUALCOMM INC$8.7M0.04%50,993CommonSOLE
565788AH9MARA 0 06/01/31MARA HOLDINGS INC$8.7M0.04%10,318,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8.6M0.04%53,182CommonSOLE
651639106NEMNEWMONT CORP$8.6M0.04%86,144CommonSOLE
983134107WYNNWYNN RESORTS LTD$8.6M0.04%71,411CommonSOLE
336433107FSLRFIRST SOLAR INC$8.6M0.04%32,883CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$8.6M0.04%433,745CommonSOLE
101121101BXPBXP INC$8.5M0.04%125,861CommonSOLE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$8.5M0.04%5,338,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$8.5M0.04%52,000PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$8.4M0.04%428,600CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$8.4M0.04%34,830CommonSOLE
29430C102VSTSVESTIS CORPORATION$8.4M0.04%1,262,172CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$8.4M0.04%320,000PUTSOLE
744320102PRUPRUDENTIAL FINL INC$8.4M0.04%74,085CommonSOLE
G87052109TELTE CONNECTIVITY PLC$8.3M0.04%36,496CommonSOLE
126408103CSXCSX CORP$8.3M0.04%228,502CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$8.3M0.04%75,000CALLSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$8.2M0.04%29,876CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$8.2M0.04%513,822CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$8.2M0.04%96,600CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$8.1M0.04%148,320CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$8.0M0.04%129,000CommonSOLE
576323109MTZMASTEC INC$8.0M0.04%36,900PUTSOLE
55261F104MTBM & T BK CORP$8.0M0.04%39,500CALLSOLE
060505104BACBANK AMERICA CORP$8.0M0.04%144,600CALLSOLE
855244109SBUXSTARBUCKS CORP$7.9M0.04%94,260CommonSOLE
369550108GDGENERAL DYNAMICS CORP$7.9M0.04%23,506CommonSOLE
969457100WMBWILLIAMS COS INC$7.8M0.04%130,557CommonSOLE
36472T109TDAYUSA TODAY CO INC$7.7M0.04%1,500,000CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$7.7M0.04%68,700PUTSOLE
47215P106JDJD.COM INC$7.6M0.04%265,000CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$7.6M0.04%31,300PUTSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$7.6M0.04%802,760CommonSOLE
18915M107NETCLOUDFLARE INC$7.5M0.04%38,255CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.5M0.04%15,000CALLSOLE
G6683N103NUNU HLDGS LTD$7.5M0.04%450,000CALLSOLE
002824100ABTABBOTT LABS$7.5M0.04%60,015CommonSOLE
001055102AFLAFLAC INC$7.5M0.04%67,790CommonSOLE
25809K105DASHDOORDASH INC$7.4M0.04%32,825CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$7.4M0.04%427,785CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$7.4M0.04%180,000PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$7.3M0.04%250,000PUTSOLE
78464A870XBISPDR SERIES TRUST$7.3M0.04%60,000CALLSOLE
863667101SYKSTRYKER CORPORATION$7.3M0.04%20,765CommonSOLE
460146103IPINTERNATIONAL PAPER CO$7.3M0.04%184,515CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7.3M0.04%25,266CommonSOLE
78464A375SPIBSPDR SERIES TRUST$7.3M0.04%214,592CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$7.2M0.04%37,800PUTSOLE
695127AJ9PCRXPACIRA BIOSCIENCES INC$7.2M0.04%7,142,000CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.2M0.04%133,867CommonSOLE
549498202LCIDLUCID GROUP INC$7.2M0.04%679,000PUTSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$7.2M0.04%102,993CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.2M0.04%46,300CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$7.1M0.04%41,119CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$7.1M0.04%32,721CommonSOLE
G6683N103NUNU HLDGS LTD$7.1M0.04%425,000PUTSOLE
806857108SLBSLB LIMITED$7.1M0.04%185,000PUTSOLE
466313103JBLJABIL INC$7.1M0.04%30,965CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$7.1M0.04%21,782CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.0M0.04%23,784CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$6.9M0.04%714,226CommonSOLE
23918K108DVADAVITA INC$6.9M0.04%61,051CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$6.9M0.04%167,300CommonSOLE
79466L302CRMSALESFORCE INC$6.9M0.04%26,032CommonSOLE
345370860FFORD MTR CO$6.9M0.04%522,508CommonSOLE
393222AM6GPRE 5.25 11/01/30 UNRSGREEN PLAINS INC$6.8M0.03%6,500,000CommonSOLE
37954Y483QYLDGLOBAL X FDS$6.8M0.03%384,067CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$6.7M0.03%109,264CommonSOLE
69374H881COWZPACER FDS TR$6.7M0.03%111,529CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$6.7M0.03%189,970CommonSOLE
92189F106GDXVANECK ETF TRUST$6.6M0.03%76,881CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$6.6M0.03%500,000CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$6.6M0.03%107,497CommonSOLE
40131M109GHGUARDANT HEALTH INC$6.5M0.03%63,918CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6.5M0.03%68,005CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.5M0.03%45,976CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$6.5M0.03%70,000CommonSOLE
267475101DYDYCOM INDS INC$6.5M0.03%19,197CommonSOLE
842587107SOSOUTHERN CO$6.5M0.03%74,123CommonSOLE
02156V109OKLOOKLO INC$6.5M0.03%90,000PUTSOLE
009158106APDAIR PRODS & CHEMS INC$6.5M0.03%26,128CommonSOLE
H50430232LOGILOGITECH INTL S A$6.4M0.03%64,000PUTSOLE
00827B106AFRMAFFIRM HLDGS INC$6.4M0.03%86,140CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$6.3M0.03%7,030,000CommonSOLE
351858105FNVFRANCO NEV CORP$6.2M0.03%30,000PUTSOLE
403949100DINOHF SINCLAIR CORP$6.2M0.03%134,419CommonSOLE
75524B104RBCRBC BEARINGS INC$6.2M0.03%13,810CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6.2M0.03%58,500CALLSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$6.1M0.03%4,220,000CommonSOLE
149123101CATCATERPILLAR INC$6.0M0.03%10,524CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$6.0M0.03%10,713CommonSOLE
548661107LOWLOWES COS INC$5.9M0.03%24,665CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.9M0.03%110,346CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$5.9M0.03%406,667CommonSOLE
62944T105NVRNVR INC$5.9M0.03%811CommonSOLE
30063P105EXKEXACT SCIENCES CORP$5.9M0.03%57,816CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.8M0.03%1,089CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$5.8M0.03%511,115CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.8M0.03%50,000CALLSOLE
58155Q103MCKMCKESSON CORP$5.8M0.03%7,013CommonSOLE
20825C104COPCONOCOPHILLIPS$5.7M0.03%61,329CommonSOLE
09062X103BIIBBIOGEN INC$5.7M0.03%32,513CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.7M0.03%20,000PUTSOLE
595112103MUMICRON TECHNOLOGY INC$5.7M0.03%20,000CALLSOLE
30063P105EXKEXACT SCIENCES CORP$5.7M0.03%55,900PUTSOLE
00724F101ADBEADOBE INC$5.7M0.03%16,200CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.7M0.03%16,000PUTSOLE
464287234EEMISHARES TR$5.6M0.03%102,100CALLSOLE
04010E109AGXARGAN INC$5.6M0.03%17,791CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$5.6M0.03%5,896,000CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$5.5M0.03%119,200CALLSOLE
68389X105ORCLORACLE CORP$5.5M0.03%28,300CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.5M0.03%100,000PUTSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$5.5M0.03%138,109CommonSOLE
26875P101EOGEOG RES INC$5.3M0.03%50,928CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.3M0.03%46,269CommonSOLE
45167R104IEXIDEX CORP$5.2M0.03%29,409CommonSOLE
336433107FSLRFIRST SOLAR INC$5.2M0.03%20,000CALLSOLE
577933104MMSMAXIMUS INC$5.2M0.03%60,361CommonSOLE
67059N108NTNXNUTANIX INC$5.2M0.03%100,000CALLSOLE
80004C200SNDKSANDISK CORP$5.1M0.03%21,499CommonSOLE
46432F396MTUMISHARES TR$5.1M0.03%20,203CommonSOLE
00130H105AESAES CORP$5.0M0.03%349,700CALLSOLE
78468R788SPYDSPDR SERIES TRUST$5.0M0.03%115,056CommonSOLE
86771W105RUNSUNRUN INC$5.0M0.03%270,000CALLSOLE
16411R208LNGCHENIERE ENERGY INC$5.0M0.03%25,532CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.9M0.03%180,000CALLSOLE
009158106APDAIR PRODS & CHEMS INC$4.9M0.03%20,000CALLSOLE
71363P106PRDOPERDOCEO ED CORP$4.9M0.03%168,298CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$4.9M0.03%330,000PUTSOLE
G3730V105FTAIFTAI AVIATION LTD$4.9M0.03%25,000PUTSOLE
031100100AMEAMETEK INC$4.9M0.03%23,922CommonSOLE
216648501COOCOOPER COS INC$4.9M0.03%59,877CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$4.9M0.02%66,015CommonSOLE
98955K104ZVIAZEVIA PBC$4.9M0.02%2,096,590CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.8M0.02%20,000CALLSOLE
03743Q108APAAPA CORPORATION$4.8M0.02%197,017CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.8M0.02%29,875CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.8M0.02%12,922CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.8M0.02%32,500PUTSOLE
06849F108BBARRICK MNG CORP$4.7M0.02%108,838CommonSOLE
406216101HALHALLIBURTON CO$4.7M0.02%167,526CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$4.7M0.02%111,900CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.7M0.02%50,628CommonSOLE
718546104PSXPHILLIPS 66$4.7M0.02%36,458CommonSOLE

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.