MondegarAI
SONA ASSET MANAGEMENT (US) LLC

Q2 2025 · 13F-HR

SONA ASSET MANAGEMENT (US) LLCholdings as filed

Filed 2025-08-14 · accession 0000905148-25-002945

$3.56B
Reported value
114
Positions
2025-06-30
Period end
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The Brief · SONA ASSET MANAGEMENT (US) LLC · Q2 2025

AI · grounded in 13F

SONA ASSET MANAGEMENT (US) LLC established a new position in LQD valued at $632.9M. The fund also initiated new stakes in HYG for $171.3M and APO 6.75 07/31/26 for $158.1M. Additional new positions include BABA 0.5 06/01/31 at $134.3M and IGSB at $133.7M. Total assets under management stand at $3.56B across 110 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287242LQDISHARES TR$632.9M17.8%5,774,092CommonSHARED
464288513HYGISHARES TR$171.3M4.81%2,124,000PUTSHARED
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$158.1M4.44%2,100,000CommonSHARED
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$134.3M3.78%105,301,000CommonSHARED
464288646IGSBISHARES TR$133.7M3.76%2,535,000CommonSHARED
009066AB7ABNB 0 03/15/26AIRBNB INC$117.3M3.30%121,500,000CommonSHARED
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$115.7M3.25%96,456,000CommonSHARED
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$109.9M3.09%118,500,000CommonSHARED
345370CZ1F 0 03/15/26FORD MTR CO$104.8M2.94%106,000,000CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$103.7M2.91%1,250,000CommonSHARED
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$74.2M2.08%73,107,000CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$70.9M1.99%1,200,000CommonSHARED
78463V107GLDSPDR GOLD TR$70.1M1.97%230,000PUTSHARED
464287440IEFISHARES TR$69.4M1.95%725,000CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$62.8M1.77%35,000,000CommonSHARED
46090E103QQQINVESCO QQQ TR$61.6M1.73%111,700CALLSHARED
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$60.3M1.70%60,275,000CommonSHARED
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$60.2M1.69%60,246,000CommonSHARED
94419LAR2W 3.5 11/15/28WAYFAIR INC$53.1M1.49%39,350,000CommonSHARED
35909D109FYBRFRONTIER COMMUNICATIONS PARE$52.5M1.48%1,442,638CommonSHARED
69349H107TXNMTXNM ENERGY INC$52.1M1.46%925,199CommonSHARED
82452J307FOUR 6 05/01/28SHIFT4 PMTS INC$50.8M1.43%440,000CommonSHARED
464287440IEFISHARES TR$47.9M1.35%500,000PUTSHARED
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$45.0M1.27%44,500,000CommonSHARED
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$45.0M1.26%40,000,000CommonSHARED
464287432TLTISHARES TR$43.8M1.23%496,500PUTSHARED
464287432TLTISHARES TR$37.1M1.04%420,000CALLSHARED
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$36.9M1.04%37,500,000CommonSHARED
252131AM9DXCM 0.375 05/15/28DEXCOM INC$36.2M1.02%38,500,000CommonSHARED
78463V107GLDSPDR GOLD TR$30.5M0.86%100,000CALLSHARED
78462F103SPYSPDR S&P 500 ETF TR$29.3M0.82%47,500PUTSHARED
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$29.3M0.82%31,230,000CommonSHARED
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$29.1M0.82%19,162,000CommonSHARED
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$28.1M0.79%29,500,000CommonSHARED
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$27.3M0.77%30,400,000CommonSHARED
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$26.7M0.75%23,000,000CommonSHARED
00214Q104ARKKARK ETF TR$26.4M0.74%375,000PUTSHARED
464287655IWMISHARES TR$21.6M0.61%100,000PUTSHARED
G3730H106CCIRCOHEN CIRCLE ACQUISITION COR$20.4M0.57%1,859,033CommonSHARED
023436108AMEDAMEDISYS INC$19.7M0.55%200,000PUTSHARED
830566105SKAASKECHERS U S A INC$19.4M0.55%307,769CommonSHARED
88339PAJ0REAL 4 02/15/31THE REALREAL INC$17.8M0.50%22,597,000CommonSHARED
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$15.5M0.44%350,000CommonSHARED
26210CAD6DBX 0 03/01/28DROPBOX INC$14.7M0.41%14,500,000CommonSHARED
18915MAC1NET 0 08/15/26CLOUDFLARE INC$14.1M0.40%11,882,000CommonSHARED
13321L108CCJCAMECO CORP$13.9M0.39%187,500CommonSHARED
26210CAC8DBX 0 03/01/26DROPBOX INC$13.9M0.39%14,000,000CommonSHARED
071705107BLCOBAUSCH PLUS LOMB CORP$13.3M0.37%1,020,750CommonSHARED
343412AJ1FLR 1.125 08/15/29FLUOR CORP$13.1M0.37%10,000,000CommonSHARED
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$12.7M0.36%13,250,000CommonSHARED
12769G100CZRCAESARS ENTERTAINMENT INC NE$12.2M0.34%430,000CommonSHARED
88080T104WULFTERAWULF INC$11.8M0.33%2,695,461CommonSHARED
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$11.1M0.31%9,000,000CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$10.9M0.31%35,000CALLSHARED
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$10.8M0.30%10,000,000CommonSHARED
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$10.7M0.30%9,000,000CommonSHARED
02156K103OPTUALTICE USA INC$10.2M0.29%4,752,841CommonSHARED
G4701H109IHSIHS HOLDING LIMITED$10.0M0.28%1,802,674CommonSHARED
594918104MSFTMICROSOFT CORP$9.9M0.28%20,000CommonSHARED
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$9.4M0.27%200,000CommonSHARED
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$8.9M0.25%9,750,000CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$8.9M0.25%774,700CommonSHARED
65345N106NNNEXTNAV INC$8.7M0.25%575,128CommonSHARED
024061103DCHAMERICAN AXLE & MFG HLDGS IN$8.5M0.24%2,076,700CALLSHARED
01609W102BABAALIBABA GROUP HLDG LTD$8.4M0.24%74,186CommonSHARED
67066G104NVDANVIDIA CORPORATION$7.9M0.22%50,000CommonSHARED
92826C839VVISA INC$7.9M0.22%22,200PUTSHARED
21874A106CORZCORE SCIENTIFIC INC NEW$7.9M0.22%461,000CommonSHARED
871607107SNPSSYNOPSYS INC$7.7M0.22%15,000CALLSHARED
55024U109LITELUMENTUM HLDGS INC$7.3M0.21%77,200CommonSHARED
94419LAF8W 1 08/15/26WAYFAIR INC$7.1M0.20%7,500,000CommonSHARED
60471A101MIRMIRION TECHNOLOGIES INC$6.8M0.19%314,000CommonSHARED
91325V108UNITI GROUP INC$6.6M0.19%1,537,350CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$6.2M0.18%20,000CommonSHARED
37954Y871URAGLOBAL X FDS$5.8M0.16%150,000CommonSHARED
918204108VFCV F CORP$5.6M0.16%472,626CommonSHARED
39525U107GFRGREENFIRE RES LTD NEW$5.2M0.15%1,157,749CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5.0M0.14%34,400CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.8M0.13%35,000CommonSHARED
253868103DLRDIGITAL RLTY TR INC$4.7M0.13%27,200CommonSHARED
458140100INTCINTEL CORP$4.3M0.12%193,000CommonSHARED
256746108DLTRDOLLAR TREE INC$4.0M0.11%40,000CommonSHARED
91332U101UUNITY SOFTWARE INC$3.7M0.10%154,285CommonSHARED
595112103MUMICRON TECHNOLOGY INC$3.7M0.10%30,000CommonSHARED
743312AD2PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP$2.9M0.08%2,500,000CommonSHARED
464286400EWZISHARES INC$2.9M0.08%100,000CommonSHARED
464286772EWYISHARES INC$2.7M0.07%37,000CommonSHARED
23331A109DHID R HORTON INC$2.6M0.07%20,000CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.6M0.07%125,000CommonSHARED
526057104LENLENNAR CORP$2.5M0.07%23,000CommonSHARED
464286822EWWISHARES INC$2.4M0.07%40,000CommonSHARED
26884L109EQTEQT CORP$2.3M0.07%40,000CommonSHARED
63845R107EYENATIONAL VISION HLDGS INC$2.3M0.06%100,000CommonSHARED
37950E259ARGTGLOBAL X FDS$2.3M0.06%27,000CommonSHARED
256677105DGDOLLAR GEN CORP NEW$2.3M0.06%20,000CommonSHARED
89346D107TACTRANSALTA CORP$2.2M0.06%200,000CommonSHARED
23804L103DDOGDATADOG INC$2.1M0.06%15,990CommonSHARED
49177J102KVUEKENVUE INC$2.1M0.06%100,000CALLSHARED
00164V103AMCXAMC NETWORKS INC$2.0M0.06%323,975CommonSHARED
279158109ECECOPETROL S A$1.8M0.05%200,000CommonSHARED
896945201TRIPTRIPADVISOR INC$1.6M0.04%120,000CALLSHARED
20451Q104CODICOMPASS DIVERSIFIED$1.3M0.04%203,000PUTSHARED
G0250X107AMCRAMCOR PLC$1.0M0.03%113,800CALLSHARED
74967X103RHRH$1.0M0.03%5,400CommonSHARED
887389104TKRTIMKEN CO$1.0M0.03%14,000CommonSHARED
28238P109EHTHEHEALTH INC$1.0M0.03%232,589CommonSHARED
42806J148HTZWWHERTZ GLOBAL HLDGS INC$730,0000.02%200,000CommonSHARED
92918V307VRMVROOM INC$412,5960.01%14,472CommonSHARED
70202L102PSNPARSONS CORP DEL$353,0360.01%4,919CommonSHARED
879433829TDSTELEPHONE & DATA SYS INC$334,3810.01%9,398CommonSHARED
G8656L130THCHTH INTERNATIONAL LIMITED$296,5000.01%100,000CommonSHARED
337655104DSACEURFISCALNOTE HOLDINGS INC$53,6400.00%100,000CALLSHARED
G3730H114COHEN CIRCLE ACQUISITION COR$50,0000.00%25,000CommonSHARED
337655112NOTEWFISCALNOTE HOLDINGS INC$14,9100.00%150,000CommonSHARED

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.