MondegarAI
NOMURA HOLDINGS INC (NMR, NRSCF)

Q3 2025 · 13F-HR

NOMURA HOLDINGS INC (NMR, NRSCF)holdings as filed

Filed 2025-11-14 · accession 0000905148-25-003973

$64.57B
Reported value
1,837
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · NOMURA HOLDINGS INC (NMR, NRSCF) · Q3 2025

AI · grounded in 13F

NOMURA HOLDINGS INC established a new position in META valued at $6.65B. The fund also initiated new stakes in TSLA for $6.42B and QQQ for $4.36B. Additional new positions include NVDA at $3.31B and ALIBABA GROUP HLDG LTD at $2.48B.

Holdings as filed

First 500 of 1837

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$5.14B7.95%6,992,300CALLSOLE
88160R101TSLATESLA INC$3.63B5.63%8,169,400PUTSOLE
46090E103QQQINVESCO QQQ TR$3.50B5.42%5,827,200PUTSOLE
88160R101TSLATESLA INC$2.73B4.23%6,143,391CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$2.48B3.84%13,876,192CommonNONE
67066G104NVDANVIDIA CORPORATION$1.40B2.16%7,487,000CALLSOLE
02079K305GOOGLALPHABET INC$1.33B2.06%5,473,600CALLSOLE
464287655IWMISHARES TR$1.30B2.01%5,372,500PUTSOLE
594918104MSFTMICROSOFT CORP$1.28B1.98%2,468,200CALLSOLE
67066G104NVDANVIDIA CORPORATION$1.25B1.94%6,706,118CommonSOLE
30303M102METAMETA PLATFORMS INC$1.00B1.55%1,362,200PUTSOLE
46090E103QQQINVESCO QQQ TR$865.1M1.34%1,440,900CALLSOLE
438516106HONHONEYWELL INTL INC$826.3M1.28%3,925,276CommonSOLE
78463V107GLDSPDR GOLD TR$816.8M1.27%2,297,800CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$780.7M1.21%2,795,400PUTSOLE
438516106HONHONEYWELL INTL INC$714.1M1.11%3,392,500CALLSOLE
713448108PEPPEPSICO INC$704.7M1.09%5,018,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$660.7M1.02%3,541,000PUTSOLE
037833100AAPLAPPLE INC$652.4M1.01%2,562,000CALLSOLE
464287655IWMISHARES TR$603.7M0.94%2,495,000CALLSOLE
037833100AAPLAPPLE INC$587.6M0.91%2,307,500PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$553.8M0.86%1,982,784CommonSOLE
654106103NKENIKE INC$530.2M0.82%7,603,813CommonSOLE
30303M102METAMETA PLATFORMS INC$518.4M0.80%705,887CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$473.6M0.73%1,695,700CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$418.7M0.65%17,049,900CALLSOLE
02079K305GOOGLALPHABET INC$413.1M0.64%1,699,500PUTSOLE
023135106AMZNAMAZON COM INC$403.1M0.62%1,835,700CALLSOLE
594918104MSFTMICROSOFT CORP$395.2M0.61%763,028CommonSOLE
02079K305GOOGLALPHABET INC$389.7M0.60%1,602,947CommonSOLE
025816109AXPAMERICAN EXPRESS CO$384.8M0.60%1,158,600CALLSOLE
037833100AAPLAPPLE INC$371.1M0.57%1,457,231CommonSOLE
256746108DLTRDOLLAR TREE INC$359.6M0.56%3,810,568CommonSOLE
464287234EEMISHARES TR$335.0M0.52%6,272,700CALLSOLE
21873S108CRWVCOREWEAVE INC$305.2M0.47%2,230,500CALLSOLE
464287184FXIISHARES TR$298.4M0.46%7,252,500CALLSOLE
98138H101WDAYWORKDAY INC$297.5M0.46%1,236,000CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$294.1M0.46%871,400CALLSOLE
464287234EEMISHARES TR$287.8M0.45%5,389,500PUTSOLE
594918104MSFTMICROSOFT CORP$280.2M0.43%541,000PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$276.3M0.43%1,514,700PUTSOLE
500767306KWEBKRANESHARES TRUST$260.3M0.40%6,196,800PUTSOLE
25809K105DASHDOORDASH INC$244.8M0.38%900,000CALLSOLE
718172109PMPHILIP MORRIS INTL INC$241.8M0.37%1,490,777CommonSOLE
053774105CARAVIS BUDGET GROUP$239.3M0.37%1,490,083CommonSOLE
594972408MSTRSTRATEGY INC$236.1M0.37%732,800PUTSOLE
023135106AMZNAMAZON COM INC$233.2M0.36%1,062,200PUTSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$231.4M0.36%4,476,357CommonSOLE
25809K105DASHDOORDASH INC$225.0M0.35%827,282CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$224.0M0.35%4,673,200PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$217.0M0.34%643,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$209.8M0.33%315,000PUTSOLE
464286400EWZISHARES INC$208.5M0.32%6,726,800CALLSOLE
29444U700EQIXEQUINIX INC$199.3M0.31%254,482CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$198.3M0.31%1,087,136CommonSOLE
29444U700EQIXEQUINIX INC$195.8M0.30%250,000PUTSOLE
29444U700EQIXEQUINIX INC$195.8M0.30%250,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$193.2M0.30%559,400CALLSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$190.0M0.29%4,921,401CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$187.8M0.29%2,002,585CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$185.7M0.29%537,875CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$183.2M0.28%3,400,000CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$182.3M0.28%540,290CommonSOLE
11135F101AVGOBROADCOM INC$181.0M0.28%548,671CommonSOLE
98138H101WDAYWORKDAY INC$178.9M0.28%743,000PUTSOLE
713448108PEPPEPSICO INC$158.2M0.25%1,126,555CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$156.3M0.24%966,215CommonSOLE
464287184FXIISHARES TR$153.9M0.24%3,739,700PUTSOLE
438516106HONHONEYWELL INTL INC$153.1M0.24%727,500PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$152.3M0.24%2,343,800PUTSOLE
92826C839VVISA INC$150.5M0.23%440,800CALLSOLE
87161C501SYU1SYNOVUS FINL CORP$147.3M0.23%3,000,630CommonSOLE
023135106AMZNAMAZON COM INC$145.7M0.23%663,639CommonSOLE
26884L109EQTEQT CORP$143.9M0.22%2,643,200PUTSOLE
713448108PEPPEPSICO INC$143.0M0.22%1,018,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$142.5M0.22%412,700PUTSOLE
770700102HOODROBINHOOD MKTS INC$141.2M0.22%985,909CommonSOLE
02079K107GOOGALPHABET INC$141.1M0.22%579,500CALLSOLE
02376R102AALAMERICAN AIRLS GROUP INC$134.4M0.21%11,958,900CALLSOLE
88080T104WULFTERAWULF INC$134.2M0.21%11,754,000CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$132.6M0.21%199,000CALLSOLE
69331C108PCGPG&E CORP$128.2M0.20%8,502,500CALLSOLE
25809K105DASHDOORDASH INC$127.3M0.20%468,000PUTSOLE
159864107CRLCHARLES RIV LABS INTL INC$126.1M0.20%806,275CommonSOLE
055622104BPBP PLC$125.8M0.19%3,650,000CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$123.2M0.19%3,862,036CommonSOLE
053774105CARAVIS BUDGET GROUP$123.0M0.19%765,700CALLSOLE
69331C108PCGPG&E CORP$115.7M0.18%7,673,700PUTSOLE
038169207APLDAPPLIED DIGITAL CORP$114.7M0.18%5,000,000CALLSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$110.2M0.17%1,643,200PUTSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$109.4M0.17%4,454,800PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$108.7M0.17%815,400CALLSOLE
654106103NKENIKE INC$107.1M0.17%1,535,700PUTSOLE
64110L106NFLXNETFLIX INC$106.4M0.16%88,757CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$101.8M0.16%629,300PUTSOLE
071734107BHCBAUSCH HEALTH COS INC$101.3M0.16%15,708,085CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$99.4M0.15%1,018,300PUTSOLE
595112103MUMICRON TECHNOLOGY INC$98.1M0.15%586,375CommonSOLE
053774105CARAVIS BUDGET GROUP$96.3M0.15%600,000PUTSOLE
871332102SLVMSYLVAMO CORP$95.1M0.15%2,150,000CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$94.5M0.15%1,755,000PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$91.3M0.14%5,087,900CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$90.7M0.14%560,300CALLSOLE
68389X105ORCLORACLE CORP$90.5M0.14%321,720CommonSOLE
500767306KWEBKRANESHARES TRUST$88.3M0.14%2,103,000CALLSOLE
958102105WDCWESTERN DIGITAL CORP$87.7M0.14%730,500CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$86.7M0.13%884,900PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$86.5M0.13%621,400CALLSOLE
532457108LLYELI LILLY & CO$85.8M0.13%112,421CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$84.2M0.13%593,800PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$83.7M0.13%147,146CommonSOLE
260003108DOVDOVER CORP$83.4M0.13%500,000CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$83.2M0.13%169,577CommonSOLE
02079K107GOOGALPHABET INC$78.5M0.12%322,510CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$78.0M0.12%84,279CommonSOLE
216648501COOCOOPER COS INC$76.3M0.12%1,112,781CommonSOLE
02079K107GOOGALPHABET INC$76.1M0.12%312,500PUTSOLE
11135F101AVGOBROADCOM INC$75.5M0.12%229,000PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$75.5M0.12%845,300PUTSOLE
126650100CVSCVS HEALTH CORP$73.6M0.11%976,200CALLSOLE
464286400EWZISHARES INC$72.8M0.11%2,349,000PUTSOLE
126650100CVSCVS HEALTH CORP$69.7M0.11%924,105CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$69.3M0.11%1,445,618CommonSOLE
78464A698KRESPDR SERIES TRUST$65.5M0.10%1,035,000PUTSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$64.7M0.10%191,754CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$64.6M0.10%2,392,084CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$63.5M0.10%5,652,800PUTSOLE
17275R102CSCOCISCO SYS INC$63.1M0.10%922,632CommonSOLE
458140100INTCINTEL CORP$62.7M0.10%1,869,540CommonSOLE
98978V103ZTSZOETIS INC$61.8M0.10%422,400PUTSOLE
172967424CCITIGROUP INC$61.1M0.09%601,500CALLSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$61.0M0.09%811,692CommonNONE
65290E101NXTNEXTRACKER INC$60.8M0.09%821,600CALLSOLE
G51502105JCIJOHNSON CTLS INTL PLC$60.1M0.09%547,000CALLSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$60.1M0.09%3,984,099CommonNONE
172573107CRCLCIRCLE INTERNET GROUP INC$59.3M0.09%447,121CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$59.2M0.09%5,585,976CommonSOLE
88160R101TSLATESLA INC$59.1M0.09%133,000CALLSOLE
654106103NKENIKE INC$58.9M0.09%844,400CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$58.1M0.09%650,500CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$57.9M0.09%324,100PUTSOLE
165167735EXEEXPAND ENERGY CORPORATION$57.5M0.09%541,000PUTSOLE
23804L103DDOGDATADOG INC$57.0M0.09%400,000CALLSOLE
78464A870XBISPDR SERIES TRUST$56.3M0.09%561,800CALLSOLE
31620M106FISFIDELITY NATL INFORMATION SV$55.6M0.09%843,390CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$55.3M0.09%309,200CALLSOLE
46222L108IONQIONQ INC$55.0M0.09%894,000CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$54.2M0.08%192,200PUTSOLE
670100205NVONOVO-NORDISK A S$54.1M0.08%974,870CommonSOLE
98138H101WDAYWORKDAY INC$53.3M0.08%221,355CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$53.1M0.08%726,800CALLSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$52.9M0.08%153,354CommonNONE
55306N104MKSIMKS INC.$52.8M0.08%426,509CommonSOLE
143658300CCL1EURCARNIVAL CORP$52.5M0.08%1,817,539CommonSOLE
055622104BPBP PLC$52.5M0.08%1,523,382CommonSOLE
46428Q109SLVISHARES SILVER TR$52.1M0.08%1,229,900CALLSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$52.0M0.08%2,053,514CommonNONE
25525P107DHCDIVERSIFIED HEALTHCARE TR$50.9M0.08%11,545,834CommonSOLE
872590104TMUST-MOBILE US INC$50.8M0.08%212,293CommonSOLE
64110L106NFLXNETFLIX INC$49.3M0.08%41,100CALLSOLE
770700102HOODROBINHOOD MKTS INC$48.8M0.08%341,100CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$48.7M0.08%96,817CommonSOLE
011659109ALKALASKA AIR GROUP INC$48.5M0.08%975,000CALLSOLE
247361702DALDELTA AIR LINES INC DEL$48.2M0.07%850,000CALLSOLE
11135F101AVGOBROADCOM INC$48.2M0.07%146,100CALLSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$48.1M0.07%114,700PUTSOLE
462222100IONSIONIS PHARMACEUTICALS INC$48.0M0.07%733,398CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$47.4M0.07%1,554,180CommonSOLE
78463V107GLDSPDR GOLD TR$46.6M0.07%131,200PUTSOLE
530715AL5LINTA 3.75 02/15/30LIBERTY MEDIA CORP DEL$46.2M0.07%614,310CommonNONE
92189F106GDXVANECK ETF TRUST$45.8M0.07%600,000CALLSOLE
75734B100RDDTREDDIT INC$45.2M0.07%196,600CALLSOLE
126408103CSXCSX CORP$45.2M0.07%1,271,900CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$45.0M0.07%466,300CALLSOLE
00217D100ASTSAST SPACEMOBILE INC$44.8M0.07%912,094CommonSOLE
56087FAB0MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS$44.7M0.07%477,972CommonNONE
238337109PLAYDAVE & BUSTERS ENTMT INC$43.8M0.07%2,411,191CommonSOLE
80004C200SNDKSANDISK CORP$43.6M0.07%388,451CommonSOLE
806407102HSICHENRY SCHEIN INC$43.4M0.07%653,554CommonSOLE
G5960L103MDTMEDTRONIC PLC$43.0M0.07%451,330CommonSOLE
G54950103LINLINDE PLC$42.7M0.07%89,791CommonSOLE
958102105WDCWESTERN DIGITAL CORP$41.9M0.06%349,212CommonSOLE
03831W108APPAPPLOVIN CORP$41.6M0.06%57,940CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$40.7M0.06%270,000PUTSOLE
G98196101W9N0WNS HLDGS LTD$40.0M0.06%524,900CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$40.0M0.06%126,700CALLSOLE
49271V100KDPKEURIG DR PEPPER INC$38.4M0.06%1,504,697CommonSOLE
171779309CIENCIENA CORP$37.5M0.06%257,284CommonSOLE
958102105WDCWESTERN DIGITAL CORP$37.3M0.06%310,500PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$37.2M0.06%2,075,400PUTSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$37.0M0.06%504,057CommonNONE
737446AT1POST 2.5 08/15/27POST HLDGS INC$36.8M0.06%342,325CommonNONE
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$36.7M0.06%108,864CommonNONE
172967424CCITIGROUP INC$36.3M0.06%358,000PUTSOLE
74346Y103PROPROS HOLDINGS INC$36.3M0.06%1,583,098CommonSOLE
69331C108PCGPG&E CORP$35.6M0.06%2,364,046CommonSOLE
91912E105VALEVALE S A$35.6M0.06%3,274,800CALLSOLE
594972408MSTRSTRATEGY INC$34.9M0.05%108,353CommonSOLE
375558103GILDGILEAD SCIENCES INC$34.7M0.05%312,252CommonSOLE
191216100KOCOCA COLA CO$34.6M0.05%522,100CALLSOLE
00724F101ADBEADOBE INC$34.6M0.05%97,948CommonSOLE
461202103INTUINTUIT$34.5M0.05%50,510CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$34.4M0.05%512,303CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$34.3M0.05%470,000CALLSOLE
86333MAA6LRN 1.125 09/01/27STRIDE INC$34.2M0.05%229,711CommonNONE
512807306LRCXLAM RESEARCH CORP$34.1M0.05%254,687CommonSOLE
589889104MMSIMERIT MED SYS INC$34.0M0.05%407,991CommonSOLE
02156V109OKLOOKLO INC$33.3M0.05%298,542CommonSOLE
464288513HYGISHARES TR$32.5M0.05%400,000PUTSOLE
06849F108BBARRICK MNG CORP$32.4M0.05%990,000CALLSOLE
882508104TXNTEXAS INSTRS INC$32.4M0.05%176,081CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$32.2M0.05%46,200PUTSOLE
872540109TJXTJX COS INC NEW$31.8M0.05%220,000CALLSOLE
21873S108CRWVCOREWEAVE INC$31.6M0.05%230,593CommonSOLE
747525103QCOMQUALCOMM INC$31.4M0.05%188,487CommonSOLE
64110L106NFLXNETFLIX INC$31.3M0.05%26,100PUTSOLE
369604301GEGE AEROSPACE$30.9M0.05%102,780CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$30.7M0.05%622,188CommonNONE
501044101KRKROGER CO$30.1M0.05%446,563CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$30.0M0.05%272,954CommonSOLE
23804L103DDOGDATADOG INC$30.0M0.05%210,539CommonSOLE
387328AF4GVA 3.25 06/15/30GRANITE CONSTR INC$29.9M0.05%272,591CommonNONE
025816109AXPAMERICAN EXPRESS CO$29.7M0.05%89,500PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$29.7M0.05%222,875CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$29.0M0.04%296,153CommonSOLE
743315103PGRPROGRESSIVE CORP$29.0M0.04%117,291CommonSOLE
48242W106KBRKBR INC$28.8M0.04%610,000CommonSOLE
482480100KLACKLA CORP$28.8M0.04%26,661CommonSOLE
060505104BACBANK AMERICA CORP$28.7M0.04%556,600CALLSOLE
37940X102GPNGLOBAL PMTS INC$28.7M0.04%345,618CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$28.7M0.04%277,670CommonSOLE
031162100AMGNAMGEN INC$28.3M0.04%100,369CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$28.3M0.04%950,200PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$28.3M0.04%40,500CALLSOLE
81369Y803XLKSELECT SECTOR SPDR TR$28.2M0.04%100,000PUTSOLE
88080T104WULFTERAWULF INC$28.2M0.04%2,466,732CommonSOLE
00206R102TAT&T INC$28.1M0.04%994,769CommonSOLE
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$28.0M0.04%722,512CommonNONE
92189F676SMHVANECK ETF TRUST$27.7M0.04%85,000PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$27.7M0.04%87,764CommonSOLE
92189F106GDXVANECK ETF TRUST$27.5M0.04%360,000PUTSOLE
002824100ABTABBOTT LABS$27.5M0.04%205,000PUTSOLE
387328107GVAGRANITE CONSTR INC$27.5M0.04%250,350CommonSOLE
549498202LCIDLUCID GROUP INC$27.4M0.04%1,150,790PUTSOLE
08265T208BSYBENTLEY SYS INC$27.3M0.04%530,000CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$27.2M0.04%323,530CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$27.0M0.04%37,624CommonNONE
512807306LRCXLAM RESEARCH CORP$26.9M0.04%200,900CALLSOLE
29786A106ETSYETSY INC$26.9M0.04%404,787CommonSOLE
040413205ANETARISTA NETWORKS INC$26.8M0.04%184,200PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$26.7M0.04%68,254CommonSOLE
038222105AMATAPPLIED MATLS INC$26.7M0.04%130,535CommonSOLE
92826C839VVISA INC$26.7M0.04%78,109CommonSOLE
78409V104SPGIS&P GLOBAL INC$26.5M0.04%54,475CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.5M0.04%84,000PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$26.4M0.04%269,900CALLSOLE
30231G102XOMEXXON MOBIL CORP$26.4M0.04%234,265CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$26.4M0.04%186,100CALLSOLE
458140100INTCINTEL CORP$26.3M0.04%785,000PUTSOLE
060505104BACBANK AMERICA CORP$26.2M0.04%508,000PUTSOLE
707569109PENNPENN ENTERTAINMENT INC$25.9M0.04%1,345,800CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$25.9M0.04%265,412CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$25.9M0.04%215,689CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$25.9M0.04%307,900CALLSOLE
85205TAQ3SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$25.8M0.04%668,953CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$25.8M0.04%112,127CommonSOLE
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38141G104GSGOLDMAN SACHS GROUP INC$25.6M0.04%32,200CALLSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$25.5M0.04%500,000PUTSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$25.4M0.04%378,000CALLSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$25.2M0.04%3,701,728CommonSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$25.1M0.04%116,811CommonNONE
595112103MUMICRON TECHNOLOGY INC$25.1M0.04%149,800CALLSOLE
02156K103OPTUALTICE USA INC$24.8M0.04%10,300,178CommonSOLE
18452B209CLSKCLEANSPARK INC$24.7M0.04%1,700,604CommonSOLE
278768106SATSECHOSTAR CORP$24.7M0.04%322,900CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$24.6M0.04%292,500PUTSOLE
03073E105CORCENCORA INC$24.6M0.04%78,657CommonSOLE
747525103QCOMQUALCOMM INC$24.6M0.04%147,700CALLSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$24.4M0.04%7,585,919CommonSOLE
806407102HSICHENRY SCHEIN INC$24.3M0.04%366,300CALLSOLE
29355A107ENPHENPHASE ENERGY INC$24.0M0.04%677,464CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$23.7M0.04%312,465CommonNONE
03073E105CORCENCORA INC$23.4M0.04%75,000CALLSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$23.4M0.04%189,090CommonNONE
8676EP108STKLSUNOPTA INC$23.3M0.04%3,974,948CommonSOLE
94419L101WWAYFAIR INC$23.1M0.04%259,000CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$23.1M0.04%941,829CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$22.9M0.04%865,295CommonSOLE
767292105RIOTRIOT PLATFORMS INC$22.7M0.04%1,192,900CALLSOLE
78574H104SOCSABLE OFFSHORE CORP$22.7M0.04%1,297,400PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$22.6M0.04%162,600PUTSOLE
76169C100REXRREXFORD INDL RLTY INC$22.5M0.03%547,685CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$22.4M0.03%432,082CommonSOLE
032654105ADIANALOG DEVICES INC$22.4M0.03%91,002CommonSOLE
097023105BABOEING CO$22.3M0.03%103,500PUTSOLE
20030N101CMCSACOMCAST CORP NEW$22.3M0.03%710,105CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$21.8M0.03%825,000CALLSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$21.7M0.03%1,048,927CommonSOLE
617446448MSMORGAN STANLEY$21.7M0.03%136,200PUTSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$21.5M0.03%121,363CommonSOLE
09260D107BXBLACKSTONE INC$21.4M0.03%125,000PUTSOLE
949746101WMT2WELLS FARGO CO NEW$21.3M0.03%253,900CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$21.2M0.03%129,800CALLSOLE
26884L109EQTEQT CORP$20.9M0.03%383,276CommonSOLE
64828T201RITMRITHM CAPITAL CORP$20.8M0.03%1,824,309CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$20.8M0.03%183,200CommonSOLE
345370860FFORD MTR CO$20.6M0.03%1,723,500CALLSOLE
82509L107SHOPSHOPIFY INC$20.6M0.03%138,288CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$20.5M0.03%1,684,000CALLSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$20.5M0.03%319,886CommonSOLE
H42097107UBSUBS GROUP AG$20.5M0.03%500,000PUTSOLE
855244109SBUXSTARBUCKS CORP$20.5M0.03%242,000CALLSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$20.2M0.03%206,282CommonNONE
218937100CNRCORE NATURAL RESOURCES INC$20.2M0.03%242,000CALLSOLE
437076102HDHOME DEPOT INC$19.7M0.03%48,500CALLSOLE
437076102HDHOME DEPOT INC$19.7M0.03%48,500PUTSOLE
88080T104WULFTERAWULF INC$19.6M0.03%1,720,500PUTSOLE
86881A100SGRYSURGERY PARTNERS INC$19.5M0.03%900,000CALLSOLE
477839104JBTMJBT MAREL CORPORATION$19.4M0.03%138,417CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$19.3M0.03%43,103CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$19.1M0.03%285,268CommonSOLE
922417AJ9VECO 2.875 06/01/29VEECO INSTRS INC DEL$19.1M0.03%628,550CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$19.1M0.03%487,000PUTSOLE
G5960L103MDTMEDTRONIC PLC$19.0M0.03%200,000CALLSOLE
931142103WMTWALMART INC$19.0M0.03%184,581CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$18.9M0.03%1,256,181CommonSOLE
501044101KRKROGER CO$18.9M0.03%280,700PUTSOLE
92840M102VSTVISTRA CORP$18.7M0.03%95,647CommonSOLE
450913108IAGIAMGOLD CORP$18.7M0.03%1,448,777CommonSOLE
02156V109OKLOOKLO INC$18.7M0.03%167,300PUTSOLE
82509L107SHOPSHOPIFY INC$18.6M0.03%125,000PUTSOLE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$18.5M0.03%3,406,963CommonSOLE
219350105GLWCORNING INC$18.5M0.03%225,200CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$18.5M0.03%470,500CALLSOLE
345370860FFORD MTR CO$18.3M0.03%1,532,500PUTSOLE
23331A109DHID R HORTON INC$18.2M0.03%107,500PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$18.2M0.03%1,619,248CommonSOLE
79466L302CRMSALESFORCE INC$18.1M0.03%76,500CALLSOLE
478160104JNJJOHNSON & JOHNSON$18.1M0.03%97,773CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$17.9M0.03%556,232CommonNONE
773121108RKLBROCKET LAB CORP$17.9M0.03%373,993CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$17.9M0.03%195,518CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$17.8M0.03%250,000CALLSOLE
974155103WINGWINGSTOP INC$17.6M0.03%70,000PUTSOLE
090043100BILLBILL HOLDINGS INC$17.6M0.03%332,460CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$17.6M0.03%900,200CALLSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$17.5M0.03%231,550CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$17.4M0.03%200,000CALLSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$17.3M0.03%858,728CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$17.3M0.03%35,300CALLSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$17.2M0.03%359,526CommonNONE
09062X103BIIBBIOGEN INC$17.2M0.03%122,902CommonSOLE
293594107ENVXENOVIX CORPORATION$17.1M0.03%1,715,000CALLSOLE
401617AF2GES 3.75 04/15/28GUESS INC$17.0M0.03%1,017,835CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$16.9M0.03%34,500PUTSOLE
60471A101MIRMIRION TECHNOLOGIES INC$16.9M0.03%726,962CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$16.8M0.03%82,373CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$16.6M0.03%55,400CALLSOLE
37940X102GPNGLOBAL PMTS INC$16.6M0.03%200,000CALLSOLE
771049103RBLXROBLOX CORP$16.5M0.03%119,356CommonSOLE
487836108KKELLANOVA$16.4M0.03%199,900CALLSOLE
247361702DALDELTA AIR LINES INC DEL$16.4M0.03%288,691CommonSOLE
78440X887SLGSL GREEN RLTY CORP$16.4M0.03%273,900CALLSOLE
92189F676SMHVANECK ETF TRUST$16.3M0.03%50,000CALLSOLE
565788106MARAMARA HOLDINGS INC$16.3M0.03%891,349CommonSOLE
464287465EFAISHARES TR$16.2M0.03%174,000PUTSOLE
401617105GU9GUESS INC$16.2M0.03%970,375CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$16.2M0.03%35,500CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$16.1M0.02%20,259CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$16.1M0.02%102,729CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$16.1M0.02%167,852CommonSOLE
19247G107COHRCOHERENT CORP$16.0M0.02%148,800PUTSOLE
855244109SBUXSTARBUCKS CORP$16.0M0.02%188,545CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$15.9M0.02%145,000PUTSOLE
038923108ABRARBOR REALTY TRUST INC$15.9M0.02%1,300,000CALLSOLE
79466L302CRMSALESFORCE INC$15.9M0.02%66,963CommonSOLE
040413205ANETARISTA NETWORKS INC$15.5M0.02%106,319CommonSOLE
610236101MNROMONRO INC$15.5M0.02%860,475CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$15.5M0.02%102,438CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$15.4M0.02%19,400PUTSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$15.4M0.02%397,139CommonSOLE
011642105ALRMALARM COM HLDGS INC$15.3M0.02%288,487CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$15.3M0.02%294,702CommonNONE
36828A101GEVGE VERNOVA INC$15.3M0.02%24,873CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$15.1M0.02%330,530CommonNONE
127097103CTRACOTERRA ENERGY INC$15.1M0.02%636,600PUTSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$15.0M0.02%1,023,966CommonNONE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$15.0M0.02%197,342CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$15.0M0.02%399,800CALLSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$14.9M0.02%398,208CommonNONE
871607107SNPSSYNOPSYS INC$14.8M0.02%30,000CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$14.8M0.02%72,600CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.7M0.02%51,923CommonSOLE
761152107RMDRESMED INC$14.6M0.02%53,400PUTSOLE
00724F101ADBEADOBE INC$14.6M0.02%41,400PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$14.6M0.02%109,500PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$14.5M0.02%806,048CommonSOLE
60770K107MRNAMODERNA INC$14.4M0.02%557,600CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$14.4M0.02%60,937CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$14.2M0.02%133,477CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$14.2M0.02%69,500PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.1M0.02%50,100CALLSOLE
88033G407THCTENET HEALTHCARE CORP$14.1M0.02%69,300PUTSOLE
126408103CSXCSX CORP$14.1M0.02%395,739CommonSOLE
629377508NRGNRG ENERGY INC$14.0M0.02%86,450CommonSOLE
009066101ABNBAIRBNB INC$14.0M0.02%114,955CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$13.9M0.02%24,732CommonSOLE
437076102HDHOME DEPOT INC$13.9M0.02%34,236CommonSOLE
247361702DALDELTA AIR LINES INC DEL$13.8M0.02%244,000PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$13.8M0.02%144,500CALLSOLE
060505104BACBANK AMERICA CORP$13.8M0.02%267,249CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.8M0.02%41,816CommonSOLE
907818108UNPUNION PAC CORP$13.7M0.02%58,000CALLSOLE
23282W605CYTKCYTOKINETICS INC$13.7M0.02%249,200CALLSOLE
040413205ANETARISTA NETWORKS INC$13.6M0.02%93,200CALLSOLE
36118L106FUTUFUTU HLDGS LTD$13.6M0.02%78,032CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$13.6M0.02%591,266CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$13.5M0.02%452,653CommonSOLE
722304102PDDPDD HOLDINGS INC$13.5M0.02%101,971CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$13.5M0.02%34,400CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$13.5M0.02%34,400PUTSOLE
G491BT108IVZINVESCO LTD$13.4M0.02%585,707CommonSOLE
032654105ADIANALOG DEVICES INC$13.4M0.02%54,500PUTSOLE
032654105ADIANALOG DEVICES INC$13.4M0.02%54,500CALLSOLE
00287Y109ABBVABBVIE INC$13.4M0.02%57,709CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$13.4M0.02%183,088CommonSOLE
58733R102MELIMERCADOLIBRE INC$13.3M0.02%5,711CommonSOLE
M3760D101ESLTELBIT SYS LTD$13.3M0.02%26,116CommonSOLE
617446448MSMORGAN STANLEY$13.3M0.02%83,607CommonSOLE
172908105CTASCINTAS CORP$13.3M0.02%64,599CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.2M0.02%86,138CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$13.2M0.02%218,349CommonSOLE
81762P102NOWSERVICENOW INC$13.2M0.02%14,306CommonSOLE
254687106DISDISNEY WALT CO$13.1M0.02%114,680CommonSOLE
70202L102PSNPARSONS CORP DEL$13.1M0.02%158,349CommonSOLE
N07059210ASMLASML HOLDING N V$13.1M0.02%13,556CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.1M0.02%85,200CALLSOLE
665531307NOGNORTHERN OIL & GAS INC$13.0M0.02%524,225CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$13.0M0.02%55,000CALLSOLE
35905A109FTDRFRONTDOOR INC$12.9M0.02%192,011CommonSOLE
855244109SBUXSTARBUCKS CORP$12.9M0.02%152,000PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12.9M0.02%285,083CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$12.8M0.02%1,020,000CALLSOLE
58933Y105MRKMERCK & CO INC$12.7M0.02%151,729CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$12.7M0.02%96,000PUTSOLE
042068205ARMARM HOLDINGS PLC$12.7M0.02%89,895CommonSOLE
550021109LULULULULEMON ATHLETICA INC$12.7M0.02%71,142CommonSOLE
37954Y871URAGLOBAL X FDS$12.6M0.02%265,100CALLSOLE
172967424CCITIGROUP INC$12.6M0.02%124,317CommonSOLE
07725L102ONCBEONE MEDICINES LTD$12.6M0.02%37,000CommonSOLE
580135101MCDMCDONALDS CORP$12.6M0.02%41,469CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12.6M0.02%279,300PUTSOLE
30161N101EXCEXELON CORP$12.6M0.02%279,535CommonSOLE
816850101SMTCSEMTECH CORP$12.5M0.02%175,000CALLSOLE
002824100ABTABBOTT LABS$12.5M0.02%93,248CommonSOLE
464286806EWGISHARES INC$12.5M0.02%300,000PUTSOLE
166764100CVXCHEVRON CORP NEW$12.4M0.02%79,656CommonSOLE
95040Q104WELLWELLTOWER INC$12.3M0.02%69,207CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$12.3M0.02%39,753CommonSOLE
949746101WMT2WELLS FARGO CO NEW$12.3M0.02%147,000PUTSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$12.3M0.02%27,000PUTSOLE
981475106WKCWORLD KINECT CORPORATION$12.3M0.02%474,296CommonSOLE
178587101CIOCITY OFFICE REIT INC$12.3M0.02%1,760,465CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$12.1M0.02%54,410CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$12.0M0.02%437,163CommonSOLE
032095101APHAMPHENOL CORP NEW$11.9M0.02%96,358CommonSOLE
92189F791GDXJVANECK ETF TRUST$11.9M0.02%120,000PUTSOLE
871607107SNPSSYNOPSYS INC$11.9M0.02%24,061CommonSOLE
285512109EAELECTRONIC ARTS INC$11.9M0.02%58,844CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$11.9M0.02%269,938CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$11.9M0.02%156,448CommonSOLE
025816109AXPAMERICAN EXPRESS CO$11.8M0.02%35,671CommonSOLE
833445109SNOWSNOWFLAKE INC$11.8M0.02%52,500PUTSOLE
78464A870XBISPDR SERIES TRUST$11.8M0.02%117,500PUTSOLE
371532102GCOGENESCO INC$11.8M0.02%405,741CommonSOLE
876030107TPRTAPESTRY INC$11.7M0.02%103,672CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.7M0.02%70,000PUTSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$11.7M0.02%150,000CALLSOLE
57667L107MTCHMATCH GROUP INC NEW$11.6M0.02%328,953CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$11.6M0.02%950,000PUTSOLE
038222105AMATAPPLIED MATLS INC$11.6M0.02%56,600CALLSOLE
00214Q104ARKKARK ETF TR$11.6M0.02%134,200PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$11.5M0.02%118,300CALLSOLE
056752108BIDUBAIDU INC$11.5M0.02%87,448CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$11.5M0.02%50,472CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$11.5M0.02%32,621CommonSOLE
949746101WMT2WELLS FARGO CO NEW$11.4M0.02%135,966CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$11.4M0.02%591,557CommonSOLE
375558103GILDGILEAD SCIENCES INC$11.3M0.02%102,100PUTSOLE
876030107TPRTAPESTRY INC$11.3M0.02%100,000CALLSOLE
36828A101GEVGE VERNOVA INC$11.3M0.02%18,400CALLSOLE
127097103CTRACOTERRA ENERGY INC$11.2M0.02%474,000CALLSOLE
G0260P102ASAMER SPORTS INC$11.1M0.02%320,523CommonSOLE
92826C839VVISA INC$11.1M0.02%32,500PUTSOLE
98422X101XPOFXPONENTIAL FITNESS INC$11.0M0.02%1,412,218CommonSOLE
89142B107CURVTORRID HLDGS INC$10.9M0.02%6,233,022CommonSOLE
573331105MMLPMARTIN MIDSTREAM PRTNRS L P$10.9M0.02%3,564,619CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$10.9M0.02%70,210CommonSOLE
278768106SATSECHOSTAR CORP$10.9M0.02%142,650PUTSOLE

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.