MondegarAI
Jump Financial, LLC

Q3 2025 · 13F-HR

Jump Financial, LLCholdings as filed

Filed 2025-11-13 · accession 0000905148-25-003925

$8.36B
Reported value
1,721
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Jump Financial, LLC · Q3 2025

AI · grounded in 13F

Jump Financial, LLC established a new position in QQQ valued at $226.3M. The fund also opened new stakes in IWM for $202.8M and NVDA for $135.9M. Additional new positions include SPY at $122.7M and MSFT at $110.1M.

Holdings as filed

First 500 of 1721

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$135.9M1.63%728,454CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$116.5M1.39%194,000PUTSOLE
594918104MSFTMicrosoft Corp$110.1M1.32%212,532CommonSOLE
464287655IWMiShares Russell 2000 ETF$100.9M1.21%417,113CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$96.8M1.16%161,200CALLSOLE
037833100AAPLApple Inc$75.4M0.90%296,216CommonSOLE
02079K305GOOGLAlphabet Inc$73.2M0.88%301,117CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$72.3M0.86%108,500PUTSOLE
464287655IWMiShares Russell 2000 ETF$65.1M0.78%269,100PUTSOLE
023135106AMZNAmazon.com Inc$64.6M0.77%294,305CommonSOLE
30303M102METAMeta Platforms Inc$63.9M0.76%86,971CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund$53.7M0.64%224,210CommonSOLE
11135F101AVGOBroadcom Inc$53.6M0.64%162,319CommonSOLE
46429B267GOVTiShares U.S. Treasury Bond ETF$51.9M0.62%74,263,136CommonSOLE
64110L106NFLXNetflix Inc$50.8M0.61%42,376CommonSOLE
69608A108PLTRPalantir Technologies Inc$49.7M0.59%272,525CommonSOLE
464288513HYGiShares iBoxx $ High Yield Corporate Bond ETF$48.3M0.58%595,000PUTSOLE
78464A698KRESPDR S&P Regional Banking ETF$46.7M0.56%738,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$45.2M0.54%67,900CALLSOLE
007903107AMDAdvanced Micro Devices Inc$44.2M0.53%272,971CommonSOLE
594972408MSTRStrategy Inc$44.1M0.53%136,859CommonSOLE
12572Q105CMECME Group Inc$42.7M0.51%157,996CommonSOLE
20030N101CMCSAComcast Corp$41.8M0.50%1,329,705CommonSOLE
25459W458SOXLDirexion Daily Semiconductors Bull 3x Shares$41.6M0.50%1,192,948CommonSOLE
770700102HOODRobinhood Markets Inc$40.8M0.49%284,860CommonSOLE
902973304USBUS Bancorp$40.8M0.49%843,811CommonSOLE
21873S108CRWVCoreWeave Inc$40.4M0.48%295,062CommonSOLE
134429109CPBCampbell's Company/The$39.3M0.47%1,245,928CommonSOLE
83406F102SOFISoFi Technologies Inc$37.9M0.45%1,433,950CommonSOLE
G54950103LINLinde PLC$37.9M0.45%79,706CommonSOLE
101137107BSXBoston Scientific Corp$37.6M0.45%385,330CommonSOLE
539830109LMTLockheed Martin Corp$37.5M0.45%75,115CommonSOLE
464287655IWMiShares Russell 2000 ETF$36.7M0.44%151,800CALLSOLE
35671D857FCXFreeport-McMoRan Inc$35.4M0.42%901,865CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$35.0M0.42%69,604CommonSOLE
438516106HONHoneywell International Inc$34.4M0.41%163,559CommonSOLE
N00985106AERAerCap Holdings NV$34.0M0.41%280,746CommonSOLE
87612E106TGTTarget Corp$33.6M0.40%374,841CommonSOLE
62914V106NIONIO Inc$33.1M0.40%4,345,799CommonSOLE
02079K107GOOGAlphabet Inc$32.6M0.39%134,010CommonSOLE
040413205ANETArista Networks Inc$32.4M0.39%222,647CommonSOLE
04626A103ALABAstera Labs Inc$32.2M0.39%164,402CommonSOLE
55087P104LYFTLyft Inc$32.1M0.38%1,459,736CommonSOLE
86800UAB0SMCI 3.5 03/01/29Super Micro Computer Inc$32.1M0.38%31,500,000CommonSOLE
032095101APHAmphenol Corp$31.9M0.38%257,426CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR Mining Inc$31.3M0.37%22,250,000CommonSOLE
01609WBG6BABA 0.5 06/01/31Alibaba Group Holding Ltd$31.2M0.37%17,000,000CommonSOLE
G0450A105ACGLArch Capital Group Ltd$30.9M0.37%340,708CommonSOLE
46432F339QUALiShares MSCI USA Quality Factor ETF$30.6M0.37%157,490CommonSOLE
85208M102SFMSprouts Farmers Market Inc$29.9M0.36%274,374CommonSOLE
76954A103RIVNRivian Automotive Inc$27.8M0.33%1,896,248CommonSOLE
632307104NTRANatera Inc$27.8M0.33%172,916CommonSOLE
10806XAD4BBIO 2.25 02/01/29Bridgebio Pharma Inc$27.7M0.33%28,029,000CommonSOLE
88080T104WULFTerawulf Inc$27.2M0.33%2,383,512CommonSOLE
009066101ABNBAirbnb Inc$26.9M0.32%221,726CommonSOLE
464288414MUBiShares National Muni Bond ETF$26.6M0.32%250,000CommonSOLE
69318G106PBFPBF Energy Inc$26.2M0.31%869,924CommonSOLE
172967424CCitigroup Inc$25.7M0.31%253,240CommonSOLE
88023B103TEMTempus AI Inc$25.6M0.31%316,696CommonSOLE
718172109PMPhilip Morris International Inc$25.1M0.30%154,935CommonSOLE
922907746VTEBVanguard Tax-Exempt Bond Index ETF$25.0M0.30%500,000CommonSOLE
776696106ROPRoper Technologies Inc$24.9M0.30%49,943CommonSOLE
565788106MARAMARA Holdings Inc$24.9M0.30%1,361,879CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$24.7M0.30%88,490CommonSOLE
260003108DOVDover Corp$24.7M0.30%147,929CommonSOLE
771049103RBLXROBLOX Corp$24.4M0.29%176,400CommonSOLE
91680M107UPSTUpstart Holdings Inc$23.9M0.29%470,791CommonSOLE
61174X109MNSTMonster Beverage Corp$23.9M0.29%354,918CommonSOLE
26701L100BROSDutch Bros Inc$23.8M0.28%454,111CommonSOLE
81369Y803XLKTechnology Select Sector SPDR Fund$23.6M0.28%83,580CommonSOLE
512807306LRCXLam Research Corp$23.3M0.28%173,743CommonSOLE
47215PAJ5JD 0.25 06/01/29JD.com Inc$23.0M0.27%21,429,000CommonSOLE
55024U109LITELumentum Holdings Inc$22.9M0.27%140,443CommonSOLE
58733R102MELIMercadoLibre Inc$22.7M0.27%9,695CommonSOLE
88160R101TSLATesla Inc$22.4M0.27%50,457CommonSOLE
012653101ALBAlbemarle Corp$22.4M0.27%276,632CommonSOLE
68902V107OTISOtis Worldwide Corp$22.4M0.27%245,019CommonSOLE
45784P101PODDInsulet Corp$22.2M0.27%72,023CommonSOLE
78467X109DIASPDR Dow Jones Industrial Average ETF Trust$22.2M0.27%47,788CommonSOLE
19260QAF4COIN 0.25 04/01/30Coinbase Global Inc$22.0M0.26%17,500,000CommonSOLE
464288513HYGiShares iBoxx $ High Yield Corporate Bond ETF$21.9M0.26%270,000CALLSOLE
83417M104SEDGSolarEdge Technologies Inc$21.8M0.26%588,625CommonSOLE
836100107SOUNSoundHound AI Inc$21.7M0.26%1,348,209CommonSOLE
23834J201DAVEDave Inc$21.6M0.26%108,123CommonSOLE
88322Q108TGTXTG Therapeutics Inc$21.5M0.26%595,356CommonSOLE
G25457105CRDOCredo Technology Group Holding Ltd$21.5M0.26%147,535CommonSOLE
934423104WBDWarner Bros Discovery Inc$21.1M0.25%1,079,733CommonSOLE
109641100EATBrinker International Inc$21.0M0.25%165,700CommonSOLE
349915AE8FVICN 3.75 06/30/29Fortuna Mining Corp$20.4M0.24%12,875,000CommonSOLE
G4124C109GRABGrab Holdings Ltd$20.4M0.24%3,390,000CommonSOLE
345370CZ1F 0 03/15/26Ford Motor Co$20.3M0.24%20,000,000CommonSOLE
H5919C104ONONOn Holding AG$20.0M0.24%472,951CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR Fund$20.0M0.24%254,929CommonSOLE
81369Y886XLUUtilities Select Sector SPDR Fund$19.9M0.24%228,455CommonSOLE
751212101RLRalph Lauren Corp$19.8M0.24%63,034CommonSOLE
22266T109CPNGCoupang Inc$19.8M0.24%613,722CommonSOLE
808513105SCHWCharles Schwab Corp/The$19.6M0.23%205,278CommonSOLE
565394103CARTMaplebear Inc$19.6M0.23%533,055CommonSOLE
25809K105DASHDoorDash Inc$19.5M0.23%71,876CommonSOLE
29273V100ETEnergy Transfer LP$19.5M0.23%1,133,826CommonSOLE
550021109LULULululemon Athletica Inc$19.3M0.23%108,333CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$19.1M0.23%749,115CommonSOLE
46432F396MTUMiShares MSCI USA Momentum Factor ETF$19.0M0.23%74,132CommonSOLE
042068205ARMARM Holdings PLC$18.9M0.23%133,700CommonSOLE
69331C108PCGPG&E Corp$18.7M0.22%1,243,296CommonSOLE
00217D100ASTSAST SpaceMobile Inc$18.6M0.22%379,203CommonSOLE
52567D107LMNDLemonade Inc$18.4M0.22%344,404CommonSOLE
370334104GISGeneral Mills Inc$18.3M0.22%362,354CommonSOLE
878742204TECKTeck Resources Ltd$18.1M0.22%411,300CommonSOLE
433000106HIMSHims & Hers Health Inc$17.7M0.21%311,250CommonSOLE
443573100HUBSHubSpot Inc$17.6M0.21%37,698CommonSOLE
76954AAD5RIVN 3.625 10/15/30Rivian Automotive Inc$17.6M0.21%19,182,000CommonSOLE
98978V103ZTSZoetis Inc$17.6M0.21%120,300CommonSOLE
464287515IGViShares Expanded Tech-Software Sector ETF$17.5M0.21%152,095CommonSOLE
G87052109TELTE Connectivity PLC$17.3M0.21%78,577CommonSOLE
77543R102ROKURoku Inc$17.2M0.21%172,136CommonSOLE
888787108TOSTToast Inc$17.2M0.21%471,351CommonSOLE
G87110105FTITechnipFMC PLC$16.9M0.20%428,243CommonSOLE
15101Q207CLSCelestica Inc$16.8M0.20%68,382CommonSOLE
344419106FMXFomento Economico Mexicano SAB de CV$16.7M0.20%169,533CommonSOLE
743315103PGRProgressive Corp/The$16.7M0.20%67,668CommonSOLE
01625V104ALHCAlignment Healthcare Inc$16.7M0.20%954,699CommonSOLE
44332NAB2HTHT 3 05/01/26H World Group Ltd$16.6M0.20%15,000,000CommonSOLE
M7516K103NVMINova Ltd$16.6M0.20%51,900CommonSOLE
60741F104MBLYMobileye Global Inc$16.4M0.20%1,161,755CommonSOLE
125523100CICigna Group/The$16.0M0.19%55,492CommonSOLE
03027X100AMTAmerican Tower Corp$16.0M0.19%83,163CommonSOLE
38526M106LOPEGrand Canyon Education Inc$16.0M0.19%72,771CommonSOLE
46120E602ISRGIntuitive Surgical Inc$15.9M0.19%35,647CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$15.9M0.19%34,877CommonSOLE
N4732M103JBSJBS NV$15.8M0.19%1,061,172CommonSOLE
87650L103TARSTarsus Pharmaceuticals Inc$15.8M0.19%266,005CommonSOLE
03945R102ACHRArcher Aviation Inc$15.7M0.19%1,637,000CommonSOLE
92857W308VODVodafone Group PLC$15.6M0.19%1,345,455CommonSOLE
88339P101REALRealReal Inc/The$15.6M0.19%1,468,000CommonSOLE
58155Q103MCKMcKesson Corp$15.3M0.18%19,798CommonSOLE
94106B101WCNWaste Connections Inc$15.2M0.18%86,656CommonSOLE
30212PBE4EXPE 0 02/15/26Expedia Group Inc$15.1M0.18%15,000,000CommonSOLE
337738108FISVFiserv Inc$14.9M0.18%115,472CommonSOLE
624756102MLIMueller Industries Inc$14.8M0.18%145,988CommonSOLE
91912E105VALEVale SA$14.7M0.18%1,356,500CommonSOLE
04247X102AWIArmstrong World Industries Inc$14.7M0.18%75,103CommonSOLE
H2906T109GRMNGarmin Ltd$14.7M0.18%59,687CommonSOLE
45841N107IBKRInteractive Brokers Group Inc$14.7M0.18%213,107CommonSOLE
22160K105COSTCostco Wholesale Corp$14.6M0.18%15,821CommonSOLE
12769G100CZRCaesars Entertainment Inc$14.6M0.17%541,011CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$14.4M0.17%161,168CommonSOLE
89377M109TMDXTransMedics Group Inc$14.3M0.17%127,032CommonSOLE
46125A100LUNRIntuitive Machines Inc$14.1M0.17%1,339,872CommonSOLE
460690100IPGInterpublic Group of Cos Inc/The$14.1M0.17%503,588CommonSOLE
77311W101RKTRocket Cos Inc$14.0M0.17%723,529CommonSOLE
14149Y108CAHCardinal Health Inc$13.9M0.17%88,685CommonSOLE
V5633W109MMYTMakeMyTrip Ltd$13.9M0.17%148,285CommonSOLE
857477103STTState Street Corp$13.9M0.17%119,503CommonSOLE
364760108GAPGap Inc/The$13.8M0.17%645,150CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$13.7M0.16%68,250CommonSOLE
25754A201DPZDomino's Pizza Inc$13.6M0.16%31,618CommonSOLE
61945C103MOSMosaic Co/The$13.6M0.16%391,665CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$13.6M0.16%135,731CommonSOLE
00724F101ADBEAdobe Inc$13.5M0.16%38,169CommonSOLE
G98239109XPXP Inc$13.4M0.16%715,743CommonSOLE
049468101TEAMAtlassian Corp$13.3M0.16%83,141CommonSOLE
91332U101UUnity Software Inc$13.2M0.16%330,276CommonSOLE
52490G102LEGNLegend Biotech Corp$13.1M0.16%403,211CommonSOLE
901109108TPCTutor Perini Corp$13.0M0.16%198,787CommonSOLE
14448C104CARRCarrier Global Corp$13.0M0.16%218,305CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$13.0M0.16%21,700CommonSOLE
17253J106CIFRCipher Mining Inc$13.0M0.16%1,031,479CommonSOLE
24665A103DKDelek US Holdings Inc$12.9M0.15%400,966CommonSOLE
81141R100SESea Ltd$12.9M0.15%72,268CommonSOLE
60770K107MRNAModerna Inc$12.9M0.15%498,460CommonSOLE
70438V106PCTYPaylocity Holding Corp$12.8M0.15%80,198CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$12.7M0.15%62,935CommonSOLE
M7S64L123PGYPagaya Technologies Ltd$12.5M0.15%420,500CommonSOLE
829933100SIRISirius XM Holdings Inc$12.5M0.15%535,116CommonSOLE
90353TAJ9UBER 0 12/15/25Uber Technologies Inc$12.2M0.15%10,000,000CommonSOLE
958102105WDCWestern Digital Corp$12.1M0.15%101,067CommonSOLE
N97284108NBISNebius Group NV$12.1M0.14%107,370CommonSOLE
526057104LENLennar Corp$12.0M0.14%95,411CommonSOLE
21874A106CORZCore Scientific Inc$11.9M0.14%662,592CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$11.9M0.14%162,100CommonSOLE
95040Q104WELLWelltower Inc$11.7M0.14%65,416CommonSOLE
169656105CMGChipotle Mexican Grill Inc$11.7M0.14%297,270CommonSOLE
389637109GBTCGrayscale Bitcoin Trust ETF$11.6M0.14%129,212CommonSOLE
70432V102PAYCPaycom Software Inc$11.5M0.14%55,354CommonSOLE
89832Q109TFCTruist Financial Corp$11.5M0.14%251,584CommonSOLE
45866F104ICEIntercontinental Exchange Inc$11.5M0.14%68,156CommonSOLE
88031M109TSTenaris SA$11.4M0.14%319,947CommonSOLE
81762P102NOWServiceNow Inc$11.4M0.14%12,382CommonSOLE
140501AE7CSWC 5.125 11/15/29Capital Southwest Corp$11.3M0.14%11,500,000CommonSOLE
G0260P102ASAmer Sports Inc$11.3M0.14%325,000CommonSOLE
63942X106NVTSNavitas Semiconductor Corp$11.2M0.13%1,557,200CommonSOLE
447011107HUNHuntsman Corp$11.2M0.13%1,250,544CommonSOLE
78468R556XOPSPDR S&P Oil & Gas Exploration & Production ETF$11.2M0.13%84,471CommonSOLE
380237107GDDYGoDaddy Inc$11.1M0.13%80,926CommonSOLE
189054109CLXClorox Co/The$11.1M0.13%89,700CommonSOLE
194014AB2ENOV 3.875 10/15/28Enovis Corp$11.0M0.13%11,000,000CommonSOLE
46625H100JPMJPMorgan Chase & Co$11.0M0.13%34,909CommonSOLE
958669103WESWestern Midstream Partners LP$11.0M0.13%279,824CommonSOLE
536797103LADLithia Motors Inc$10.9M0.13%34,564CommonSOLE
G0176J109ALLEAllegion plc$10.9M0.13%61,576CommonSOLE
782011100RSIRush Street Interactive Inc$10.8M0.13%525,398CommonSOLE
816850AH4SMTCSemtech Corp$10.7M0.13%3,000,000CommonSOLE
093712107BEBloom Energy Corp$10.6M0.13%125,616CommonSOLE
12662P108CVICVR Energy Inc$10.5M0.13%289,123CommonSOLE
17275R102CSCOCisco Systems Inc$10.5M0.13%153,504CommonSOLE
23804L103DDOGDatadog Inc$10.5M0.13%73,725CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO Inc$10.5M0.13%10,000,000CommonSOLE
15102KAA8CELC 2.75 08/01/31Celcuity Inc$10.3M0.12%7,750,000CommonSOLE
17253JAA4CIFR 1.75 05/15/30Cipher Mining Inc$10.3M0.12%3,500,000CommonSOLE
29446M102EQNREquinor ASA$10.2M0.12%420,400CommonSOLE
93403J106WRBYWarby Parker Inc$10.2M0.12%370,409CommonSOLE
G8994E103TTTrane Technologies PLC$10.2M0.12%24,201CommonSOLE
235851102DHRDanaher Corp$10.2M0.12%51,301CommonSOLE
55336V100MPLXMPLX LP$10.2M0.12%203,300CommonSOLE
883203101TXTTextron Inc$10.0M0.12%118,925CommonSOLE
81663L200WGSGeneDx Holdings Corp$10.0M0.12%92,548CommonSOLE
G9456A100GLNGGolar LNG Ltd$10.0M0.12%246,232CommonSOLE
48268K101KTKT Corp$9.8M0.12%502,615CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners PLC$9.8M0.12%108,348CommonSOLE
980745103WWDWoodward Inc$9.8M0.12%38,630CommonSOLE
11777Q209BTGB2Gold Corp$9.7M0.12%1,963,346CommonSOLE
34959J108FTVFortive Corp$9.7M0.12%198,192CommonSOLE
478160104JNJJohnson & Johnson$9.7M0.12%52,248CommonSOLE
110122108BMYBristol-Myers Squibb Co$9.7M0.12%214,720CommonSOLE
558868105MDGLMadrigal Pharmaceuticals Inc$9.6M0.12%20,956CommonSOLE
83418M103SEISolaris Energy Infrastructure Inc$9.6M0.11%239,900CommonSOLE
12503M108CBOECboe Global Markets Inc$9.6M0.11%39,029CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund$9.6M0.11%366,515CommonSOLE
N3167Y103RACEFerrari NV$9.5M0.11%19,622CommonSOLE
205887102CAGConagra Brands Inc$9.5M0.11%519,254CommonSOLE
88339J105TTDTrade Desk Inc/The$9.5M0.11%192,973CommonSOLE
031100100AMEAMETEK Inc$9.4M0.11%50,240CommonSOLE
M9T951109ZIMZIM Integrated Shipping Services Ltd$9.4M0.11%692,721CommonSOLE
12504L109CBRECBRE Group Inc$9.4M0.11%59,359CommonSOLE
36118L106FUTUFutu Holdings Ltd$9.3M0.11%53,513CommonSOLE
09228FAM5BBCN 3 02/15/29BlackBerry Ltd$9.3M0.11%6,275,000CommonSOLE
595112103MUMicron Technology Inc$9.3M0.11%55,362CommonSOLE
09174C104BITBBitwise Bitcoin ETF$9.2M0.11%148,567CommonSOLE
422704106HLHecla Mining Co$9.2M0.11%763,671CommonSOLE
534187109LNCLincoln National Corp$9.1M0.11%225,911CommonSOLE
44952J104CRGYCrescent Energy Co$9.0M0.11%1,009,839CommonSOLE
21900C308CRMDCorMedix Inc$9.0M0.11%774,083CommonSOLE
00218A105ASPIASP Isotopes Inc$9.0M0.11%934,500CommonSOLE
268150109DTDynatrace Inc$9.0M0.11%185,258CommonSOLE
209115104EDConsolidated Edison Inc$9.0M0.11%89,077CommonSOLE
65158N102NMRKNewmark Group Inc$8.9M0.11%474,618CommonSOLE
060505104BACBank of America Corp$8.7M0.10%168,270CommonSOLE
92538JAB2VERX 0.75 05/01/29Vertex Inc$8.7M0.10%8,500,000CommonSOLE
03674X106ARAntero Resources Corp$8.6M0.10%255,154CommonSOLE
03957W106AROCArchrock Inc$8.5M0.10%324,400CommonSOLE
74347G192ProShares UltraPro Short QQQ$8.5M0.10%558,887CommonSOLE
018581108BFHBread Financial Holdings Inc$8.5M0.10%152,597CommonSOLE
219350105GLWCorning Inc$8.5M0.10%103,593CommonSOLE
94106L109WMWaste Management Inc$8.5M0.10%38,446CommonSOLE
09263B207BKSYBlackSky Technology Inc$8.5M0.10%421,265CommonSOLE
585464100MLCOMelco Resorts & Entertainment Ltd$8.5M0.10%924,800CommonSOLE
742718109PGProcter & Gamble Co/The$8.5M0.10%55,183CommonSOLE
G29687103AVDLAvadel Pharmaceuticals PLC$8.4M0.10%549,831CommonSOLE
358054104FRSHFreshworks Inc$8.4M0.10%712,526CommonSOLE
48581R205KSPIKaspi.KZ JSC$8.4M0.10%102,542CommonSOLE
872590104TMUST-Mobile US Inc$8.4M0.10%34,938CommonSOLE
243537107DECKDeckers Outdoor Corp$8.2M0.10%80,804CommonSOLE
451107106IDAIDACORP Inc$8.2M0.10%61,678CommonSOLE
713448108PEPPepsiCo Inc$8.1M0.10%57,856CommonSOLE
12653C108CNXCNX Resources Corp$8.0M0.10%250,012CommonSOLE
78464A870XBISPDR S&P Biotech ETF$8.0M0.10%79,473CommonSOLE
92686J106VKTXViking Therapeutics Inc$7.9M0.09%302,034CommonSOLE
369604301GEGeneral Electric Co$7.9M0.09%26,334CommonSOLE
18452B209CLSKCleanspark Inc$7.9M0.09%545,646CommonSOLE
53190C102LTHLife Time Group Holdings Inc$7.9M0.09%286,355CommonSOLE
45073V108ITTITT Inc$7.8M0.09%43,796CommonSOLE
15643U104LEUCentrus Energy Corp$7.8M0.09%25,137CommonSOLE
34959E109FTNTFortinet Inc$7.8M0.09%92,607CommonSOLE
69888T207PARRPar Pacific Holdings Inc$7.7M0.09%218,400CommonSOLE
03152W109AM6Amicus Therapeutics Inc$7.7M0.09%979,800CommonSOLE
617700109MORNMorningstar Inc$7.7M0.09%33,268CommonSOLE
02005N100ALLYAlly Financial Inc$7.7M0.09%196,599CommonSOLE
969457100WMBWilliams Cos Inc/The$7.7M0.09%121,212CommonSOLE
44891N208IACIAC Inc$7.7M0.09%225,131CommonSOLE
25402D102DOCNDigitalOcean Holdings Inc$7.7M0.09%224,268CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25Shopify Inc$7.6M0.09%7,251,000CommonSOLE
83570H108SONOSonos Inc$7.6M0.09%481,600CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$7.6M0.09%1,012,303CommonSOLE
293792107EPDEnterprise Products Partners LP$7.6M0.09%241,700CommonSOLE
038336103ATRAptarGroup Inc$7.5M0.09%56,401CommonSOLE
89422G107TVTXTravere Therapeutics Inc$7.5M0.09%315,030CommonSOLE
292671708UUUUEnergy Fuels Inc/Canada$7.5M0.09%488,682CommonSOLE
387328107GVAGranite Construction Inc$7.5M0.09%68,394CommonSOLE
M3760D101ESLTElbit Systems Ltd$7.5M0.09%14,623CommonSOLE
376535AG5GLAD 5.875 10/01/30Gladstone Capital Corp$7.4M0.09%7,500,000CommonSOLE
46438F101IBITiShares Bitcoin Trust ETF$7.4M0.09%114,133CommonSOLE
74349Y845SPXUProShares UltraPro Short S&P 500$7.4M0.09%547,150CommonSOLE
912318409UNGUnited States Natural Gas Fund LP$7.4M0.09%564,315CommonSOLE
150870103CECelanese Corp$7.4M0.09%174,839CommonSOLE
78464A664SPTLSPDR Portfolio Long Term Treasury ETF$7.3M0.09%270,120CommonSOLE
231561101CWCurtiss-Wright Corp$7.3M0.09%13,400CommonSOLE
58506Q109MEDPMedpace Holdings Inc$7.3M0.09%14,102CommonSOLE
26603R106DUOLDuolingo Inc$7.2M0.09%22,484CommonSOLE
03783C100APPFAppfolio Inc$7.2M0.09%26,134CommonSOLE
576323109MTZMasTec Inc$7.2M0.09%33,751CommonSOLE
82452JAB5FOUR 0 12/15/25Shift4 Payments Inc$7.2M0.09%7,000,000CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$7.1M0.09%66,224CommonSOLE
651639106NEMNewmont Corp$7.1M0.08%84,198CommonSOLE
88262P102TPLTexas Pacific Land Corp$7.0M0.08%7,547CommonSOLE
09058V103BCRXBioCryst Pharmaceuticals Inc$7.0M0.08%924,776CommonSOLE
647581206EDUNew Oriental Education & Technology Group Inc$7.0M0.08%132,122CommonSOLE
09075V102BNTXBioNTech SE$7.0M0.08%70,909CommonSOLE
030111207AMSCAmerican Superconductor Corp$7.0M0.08%117,498CommonSOLE
775711104ROLRollins Inc$6.9M0.08%117,798CommonSOLE
92243G108PCVXVaxcyte Inc$6.9M0.08%191,700CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$6.9M0.08%39,513CommonSOLE
74347G416ProShares UltraShort S&P500$6.9M0.08%475,804CommonSOLE
86771W105RUNSunrun Inc$6.8M0.08%394,276CommonSOLE
12618T105CRAICRA International Inc$6.8M0.08%32,642CommonSOLE
640491106NEOGNeogen Corp$6.8M0.08%1,189,408CommonSOLE
759351604RGAReinsurance Group of America Inc$6.8M0.08%35,250CommonSOLE
53947R105LOARLoar Holdings Inc$6.7M0.08%84,043CommonSOLE
053774105CARAvis Budget Group Inc$6.7M0.08%41,710CommonSOLE
91823B109UWMCUWM Holdings Corp$6.7M0.08%1,095,200CommonSOLE
03969K108ARQTArcutis Biotherapeutics Inc$6.6M0.08%350,485CommonSOLE
96924N100WLDNWilldan Group Inc$6.6M0.08%68,300CommonSOLE
185899101CLFCleveland-Cliffs Inc$6.6M0.08%541,014CommonSOLE
G61188101LBTYALiberty Global Ltd$6.6M0.08%575,915CommonSOLE
302130109EXPDExpeditors International of Washington Inc$6.6M0.08%53,768CommonSOLE
75960P104RELYRemitly Global Inc$6.6M0.08%404,296CommonSOLE
30226D106EXTRExtreme Networks Inc$6.6M0.08%318,900CommonSOLE
126408103CSXCSX Corp$6.6M0.08%184,461CommonSOLE
831865209AOSA O Smith Corp$6.5M0.08%88,971CommonSOLE
666807102NOCNorthrop Grumman Corp$6.5M0.08%10,644CommonSOLE
49845K101KVYOKlaviyo Inc$6.5M0.08%233,718CommonSOLE
G68707101PAGSPagseguro Digital Ltd$6.4M0.08%644,999CommonSOLE
G6359F137NBRNabors Industries Ltd$6.4M0.08%157,616CommonSOLE
532457108LLYEli Lilly & Co$6.4M0.08%8,430CommonSOLE
00182C103ANIPANI Pharmaceuticals Inc$6.4M0.08%69,729CommonSOLE
89677QAB3TCOM 0.75 06/15/29Trip.com Group Ltd$6.4M0.08%5,000,000CommonSOLE
057665200BCPCBalchem Corp$6.3M0.08%42,272CommonSOLE
16119P108CHTRCharter Communications Inc$6.3M0.08%22,857CommonSOLE
03753U106APLSUSDApellis Pharmaceuticals Inc$6.3M0.08%277,648CommonSOLE
45245E109IMAXIMAX Corp$6.3M0.07%191,351CommonSOLE
315948109FBTCFidelity Wise Origin Bitcoin Fund$6.2M0.07%62,371CommonSOLE
760759100RSGRepublic Services Inc$6.2M0.07%27,078CommonSOLE
02376R102AALAmerican Airlines Group Inc$6.2M0.07%549,786CommonSOLE
42226A107HQYHealthEquity Inc$6.2M0.07%65,017CommonSOLE
68989M202OUSTOuster Inc$6.2M0.07%227,649CommonSOLE
149568107CVCOCavco Industries Inc$6.1M0.07%10,529CommonSOLE
922475108VEEVVeeva Systems Inc$6.1M0.07%20,462CommonSOLE
82900L102SMPLSimply Good Foods Co/The$6.1M0.07%243,951CommonSOLE
70614W100PTONPeloton Interactive Inc$6.0M0.07%670,800CommonSOLE
85423L103SAROStandardAero Inc$6.0M0.07%221,220CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$6.0M0.07%10,679CommonSOLE
960413102WLKWestlake Corp$6.0M0.07%77,894CommonSOLE
82509L107SHOPShopify Inc$6.0M0.07%40,371CommonSOLE
528877103LXLexinFintech Holdings Ltd$6.0M0.07%1,123,879CommonSOLE
57776J100MXLMaxLinear Inc$6.0M0.07%371,442CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$6.0M0.07%110,221CommonSOLE
031162100AMGNAmgen Inc$6.0M0.07%21,135CommonSOLE
90138A103VNETVnet Group Inc$6.0M0.07%576,300CommonSOLE
N14506104ESTCElastic NV$5.9M0.07%70,008CommonSOLE
917047102URBNUrban Outfitters Inc$5.9M0.07%82,273CommonSOLE
204166102CVLTCommvault Systems Inc$5.9M0.07%31,100CommonSOLE
48553T106BZKanzhun Ltd$5.8M0.07%249,912CommonSOLE
20464U100COMPCompass Inc$5.8M0.07%726,055CommonSOLE
517834107LVSLas Vegas Sands Corp$5.8M0.07%108,231CommonSOLE
64828T201RITMRithm Capital Corp$5.8M0.07%510,701CommonSOLE
803607100SRPTSarepta Therapeutics Inc$5.8M0.07%301,009CommonSOLE
294821608ERICTelefonaktiebolaget LM Ericsson$5.7M0.07%693,444CommonSOLE
78464A789KIESPDR S&P Insurance ETF$5.7M0.07%96,319CommonSOLE
40090E106CIBGrupo Cibest SA$5.6M0.07%108,112CommonSOLE
28176E108EWEdwards Lifesciences Corp$5.6M0.07%71,780CommonSOLE
375558103GILDGilead Sciences Inc$5.5M0.07%49,884CommonSOLE
92847W103VITLVital Farms Inc$5.5M0.07%134,322CommonSOLE
461202103INTUIntuit Inc$5.5M0.07%8,091CommonSOLE
252131107DXCMDexcom Inc$5.5M0.07%82,050CommonSOLE
70439P108PAYPaymentus Holdings Inc$5.5M0.07%180,100CommonSOLE
50012A108KGSKodiak Gas Services Inc$5.5M0.07%148,607CommonSOLE
05156V102AUPHAurinia Pharmaceuticals Inc$5.5M0.07%496,313CommonSOLE
04016X101ARGXArgenx SE$5.5M0.07%7,400CommonSOLE
45167R104IEXIDEX Corp$5.4M0.06%33,348CommonSOLE
389638107ETHEGrayscale Ethereum Trust ETF$5.4M0.06%158,200CommonSOLE
02081G201ATECAlphatec Holdings Inc$5.4M0.06%368,945CommonSOLE
00287Y109ABBVAbbVie Inc$5.4M0.06%23,143CommonSOLE
03831W108APPAppLovin Corp$5.4M0.06%7,457CommonSOLE
723484101PNWPinnacle West Capital Corp$5.3M0.06%59,603CommonSOLE
09857L108BKNGBooking Holdings Inc$5.3M0.06%989CommonSOLE
98980G102ZSZscaler Inc$5.3M0.06%17,753CommonSOLE
922908637VVVanguard Large-Cap ETF$5.3M0.06%17,140CommonSOLE
000899104ADMAADMA Biologics Inc$5.3M0.06%359,825CommonSOLE
14040H105COFCapital One Financial Corp$5.3M0.06%24,713CommonSOLE
624758108MWAMueller Water Products Inc$5.2M0.06%205,286CommonSOLE
G037AX101AMBAAmbarella Inc$5.2M0.06%63,053CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$5.2M0.06%7,780CommonSOLE
29084Q100EMEEMCOR Group Inc$5.2M0.06%7,951CommonSOLE
922280102VRNSVaronis Systems Inc$5.1M0.06%89,500CommonSOLE
477143101JBLUJetBlue Airways Corp$5.1M0.06%1,042,600CommonSOLE
562750109MANHManhattan Associates Inc$5.1M0.06%25,017CommonSOLE
00912X302ALAir Lease Corp$5.1M0.06%80,300CommonSOLE
75734B100RDDTReddit Inc$5.1M0.06%22,180CommonSOLE
25460G831JNUGDirexion Daily Junior Gold Miners Index Bull 2X Shares$5.1M0.06%31,266CommonSOLE
863667101SYKStryker Corp$5.1M0.06%13,717CommonSOLE
58463J304MPTMedical Properties Trust Inc$5.1M0.06%998,410CommonSOLE
87612G101TRGPTarga Resources Corp$5.0M0.06%29,977CommonSOLE
48138M105JMIAJumia Technologies AG$5.0M0.06%432,300CommonSOLE
82575P107SBSWSibanye Stillwater Ltd$5.0M0.06%446,509CommonSOLE
254067101DDSDillard's Inc$5.0M0.06%8,164CommonSOLE
92206C664VTWOVanguard Russell 2000 ETF$5.0M0.06%51,272CommonSOLE
649445400FLGFlagstar Financial Inc$5.0M0.06%432,134CommonSOLE
78463M107SPSCSPS Commerce Inc$5.0M0.06%47,904CommonSOLE
45780R101IBPInstalled Building Products Inc$5.0M0.06%20,163CommonSOLE
88556E102TDUPThredUp Inc$4.9M0.06%519,636CommonSOLE
98422E103XERSXeris Biopharma Holdings Inc$4.9M0.06%603,244CommonSOLE
224408104CRCrane Co$4.9M0.06%26,632CommonSOLE
91531W106TIGRUp Fintech Holding Ltd$4.9M0.06%459,055CommonSOLE
81764X103TTANServiceTitan Inc$4.9M0.06%48,534CommonSOLE
29452E101EQHEquitable Holdings Inc$4.9M0.06%96,123CommonSOLE
25460E190SPXSDirexion Daily S&P 500 Bear 3X Shares$4.8M0.06%127,636CommonSOLE
884903808TRI4EURThomson Reuters Corp$4.8M0.06%31,129CommonSOLE
25459W847TNADirexion Daily Small Cap Bull 3X Shares$4.8M0.06%106,811CommonSOLE
298736109EEFTEuronet Worldwide Inc$4.8M0.06%54,969CommonSOLE
00165C302AMCAMC Entertainment Holdings Inc$4.8M0.06%1,664,400CommonSOLE
03782L101APPNAppian Corp$4.8M0.06%157,500CommonSOLE
88634T493YieldMax MSTR Option Income Strategy ETF$4.8M0.06%342,727CommonSOLE
45258J102IMVTImmunovant Inc$4.8M0.06%296,260CommonSOLE
45826J105NTLAIntellia Therapeutics Inc$4.8M0.06%275,992CommonSOLE
281020107EIXEdison International$4.7M0.06%85,287CommonSOLE
419870100HEHawaiian Electric Industries Inc$4.7M0.06%426,921CommonSOLE
74736K101QRVOQorvo Inc$4.7M0.06%51,681CommonSOLE
205768302CRKComstock Resources Inc$4.7M0.06%236,317CommonSOLE
00737L103CVSAAdtalem Global Education Inc$4.6M0.06%30,028CommonSOLE
747525103QCOMQUALCOMM Inc$4.6M0.06%27,765CommonSOLE
23918K108DVADaVita Inc$4.6M0.06%34,728CommonSOLE
892672106TWTradeweb Markets Inc$4.6M0.06%41,487CommonSOLE
00214Q302ARKGARK Genomic Revolution ETF$4.6M0.05%164,315CommonSOLE
731068102PIIPolaris Inc$4.6M0.05%78,425CommonSOLE
04965M106ATATAtour Lifestyle Holdings Ltd$4.6M0.05%121,115CommonSOLE
36168Q104GFLGFL Environmental Inc$4.5M0.05%95,889CommonSOLE
464287622IWBiShares Russell 1000 ETF$4.5M0.05%12,427CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$4.5M0.05%7,091CommonSOLE
464287739IYRiShares U.S. Real Estate ETF$4.5M0.05%46,372CommonSOLE
92338C103VLTOVeralto Corp$4.5M0.05%42,068CommonSOLE
42806J700HTZHertz Global Holdings Inc$4.5M0.05%658,857CommonSOLE
144285103CRSCarpenter Technology Corp$4.4M0.05%18,100CommonSOLE
697435105PANWPalo Alto Networks Inc$4.4M0.05%21,808CommonSOLE
78442P106SLMSLM Corp$4.4M0.05%159,167CommonSOLE
47103J105JANXJanux Therapeutics Inc$4.4M0.05%179,700CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals International Plc$4.4M0.05%112,935CommonSOLE
45781MAD3INVA 2.125 03/15/28Innoviva Inc$4.4M0.05%4,500,000CommonSOLE
29355A107ENPHEnphase Energy Inc$4.4M0.05%123,258CommonSOLE
913903100UHSUniversal Health Services Inc$4.4M0.05%21,314CommonSOLE
67059N108NTNXNutanix Inc$4.3M0.05%58,461CommonSOLE
81730H109SSentinelOne Inc.$4.3M0.05%246,900CommonSOLE
726503105PAAPlains All American Pipeline LP$4.3M0.05%254,738CommonSOLE
11135E203BNLBroadstone Net Lease Inc$4.3M0.05%243,031CommonSOLE
47074L105JAMFJamf Holding Corp$4.3M0.05%405,640CommonSOLE
72147K108PPCPilgrim's Pride Corp$4.3M0.05%106,500CommonSOLE
H1467J104CBChubb Ltd$4.3M0.05%15,327CommonSOLE
55826TAB8SPHR 3.5 12/01/28Sphere Entertainment Co$4.3M0.05%2,273,000CommonSOLE
N82405106STLAStellantis NV$4.3M0.05%461,816CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$4.3M0.05%8,784CommonSOLE
22822V101CCICrown Castle Inc$4.3M0.05%44,640CommonSOLE
911549103UAMYUnited States Antimony Corp$4.3M0.05%694,422CommonSOLE
91167Q100BNOUnited States Brent Oil Fund LP$4.3M0.05%143,132CommonSOLE
095306106BLBDBlue Bird Corp$4.3M0.05%74,676CommonSOLE
21871X109CRBGCorebridge Financial Inc$4.3M0.05%133,935CommonSOLE
353514102FELEFranklin Electric Co Inc$4.3M0.05%45,024CommonSOLE
025816109AXPAmerican Express Co$4.3M0.05%12,844CommonSOLE
25460G195YINNDirexion Daily FTSE China Bull 3X Shares$4.3M0.05%78,381CommonSOLE
832248207SFDSmithfield Foods Inc$4.2M0.05%180,800CommonSOLE
31810T101FINVFinVolution Group$4.2M0.05%571,550CommonSOLE
25746U109DDominion Energy Inc$4.2M0.05%68,819CommonSOLE
78473E103SPXCSPX Technologies Inc$4.2M0.05%22,315CommonSOLE
45827U109INTAIntapp Inc$4.2M0.05%101,692CommonSOLE
819047101SHAKShake Shack Inc$4.1M0.05%44,261CommonSOLE
92276F100VTRVentas Inc$4.1M0.05%59,145CommonSOLE
25862V105DVDoubleVerify Holdings Inc$4.1M0.05%345,475CommonSOLE
65341B106XIFRXPLR Infrastructure LP$4.1M0.05%404,700CommonSOLE
09739D100BCCBoise Cascade Co$4.1M0.05%53,064CommonSOLE
M5216V106GLBEGlobal-e Online Ltd$4.1M0.05%114,700CommonSOLE
989701107ZIONZions Bancorp NA$4.1M0.05%72,407CommonSOLE
91347P105OLEDUniversal Display Corp$4.1M0.05%28,429CommonSOLE
B38564108CMBTCMB Tech NV$4.1M0.05%434,060CommonSOLE
253868103DLRDigital Realty Trust Inc$4.0M0.05%23,391CommonSOLE
001744101AMNAMN Healthcare Services Inc$4.0M0.05%208,520CommonSOLE
053015103ADPAutomatic Data Processing Inc$4.0M0.05%13,674CommonSOLE
127387108CDNSCadence Design Systems Inc$4.0M0.05%11,407CommonSOLE
04010L103ARCCAres Capital Corp$4.0M0.05%195,835CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$4.0M0.05%10,183CommonSOLE
03820C105AITApplied Industrial Technologies Inc$4.0M0.05%15,272CommonSOLE
399473206GRPNGroupon Inc$4.0M0.05%170,700CommonSOLE
G29183103ETNEaton Corp PLC$4.0M0.05%10,588CommonSOLE
78440X887SLGSL Green Realty Corp$3.9M0.05%66,039CommonSOLE
58039P305MUXMcEwen Inc$3.9M0.05%230,503CommonSOLE
77664L207ROOTRoot Inc/OH$3.9M0.05%43,981CommonSOLE
192108504CDECoeur Mining Inc$3.9M0.05%209,765CommonSOLE
871607107SNPSSynopsys Inc$3.9M0.05%7,933CommonSOLE
630402105NSSCNapco Security Technologies Inc$3.9M0.05%90,400CommonSOLE
670002401NVAXNovavax Inc$3.9M0.05%446,800CommonSOLE
109194100BFAMBright Horizons Family Solutions Inc$3.9M0.05%35,599CommonSOLE
M7518J104ODDOddity Tech Ltd$3.8M0.05%61,600CommonSOLE
00130H105AESAES Corp/The$3.8M0.05%290,145CommonSOLE

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.