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Brevan Howard Capital Management LP

Q4 2025 · 13F-HR

Brevan Howard Capital Management LPholdings as filed

Filed 2026-02-17 · accession 0000905148-26-000855

$9.16B
Reported value
1,714
Positions
2025-12-31
Period end
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The Brief · Brevan Howard Capital Management LP · Q4 2025

AI · grounded in 13F

Brevan Howard Capital Management LP closed its position in EEM, reducing its exposure by $1.09B. The fund established a new position in FTKI worth $452M and added IVV with a $112M investment. Additionally, the fund trimmed its holdings in META and MSFT, reducing share counts by 99.9% and 99.3% respectively.

Holdings as filed

First 500 of 1714

CUSIPTickerIssuerValue% port.SharesClassVoting
33738R589FTKIFIRST TR EXCHANGE TRADED FD$452.0M4.93%57,081,120CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$400.1M4.37%8,058,800CALLSOLE
67066G104NVDANVIDIA CORPORATION$385.7M4.21%2,068,000PUTSOLE
464288513HYGISHARES TR$355.0M3.88%4,403,200PUTSOLE
464287242LQDISHARES TR$330.6M3.61%3,000,000CALLSOLE
464287242LQDISHARES TR$286.5M3.13%2,600,000PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$275.5M3.01%5,548,758CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$248.3M2.71%5,000,000PUTSOLE
46090E103QQQINVESCO QQQ TR$232.2M2.53%378,000CALLSOLE
722304102PDDPDD HOLDINGS INC$183.2M2.00%101,000CALLSOLE
722304102PDDPDD HOLDINGS INC$174.2M1.90%96,000PUTSOLE
02079K305GOOGLALPHABET INC$172.1M1.88%549,884CommonSOLE
02079K107GOOGALPHABET INC$150.6M1.64%480,053CommonSOLE
060505104BACBANK AMERICA CORP$129.3M1.41%2,350,000CALLSOLE
464287200IVVISHARES TR$112.0M1.22%162,970CommonSOLE
931142103WMTWALMART INC$97.6M1.06%875,623CommonSOLE
67066G104NVDANVIDIA CORPORATION$94.0M1.03%504,152CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$89.4M0.98%613,000PUTSOLE
464287432TLTISHARES TR$87.2M0.95%1,000,000PUTSOLE
464287432TLTISHARES TR$87.2M0.95%1,000,000CALLSOLE
037833100AAPLAPPLE INC$74.5M0.81%274,033CommonSOLE
11135F101AVGOBROADCOM INC$73.4M0.80%211,631CommonSOLE
78464A888XHBSPDR SERIES TRUST$68.0M0.74%660,000CALLSOLE
06849F108BBARRICK MNG CORP$65.3M0.71%1,499,501CommonSOLE
88160R101TSLATESLA INC$61.7M0.67%137,164CommonSOLE
00123Q104AGNCAGNC INVT CORP$59.2M0.65%5,500,000PUTSOLE
056752108BIDUBAIDU INC$57.8M0.63%445,800CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$55.5M0.61%1,300,000PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$55.3M0.60%379,350CommonSOLE
233051879ASHRDBX ETF TR$51.7M0.56%1,575,000CALLSOLE
68389X105ORCLORACLE CORP$49.4M0.54%252,175CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$44.6M0.49%28,500,000CommonSOLE
651639106NEMNEWMONT CORP$40.4M0.44%404,407CommonSOLE
464288513HYGISHARES TR$40.3M0.44%500,000CALLSOLE
959802109WUWESTERN UN CO$40.1M0.44%4,311,200CALLSOLE
060505104BACBANK AMERICA CORP$39.2M0.43%712,959CommonSOLE
84921RAB6SPOT 0 03/15/26SPOT 0 03/26$37.4M0.41%33,000,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$36.2M0.40%248,200CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$35.8M0.39%111,236CommonSOLE
464287242LQDISHARES TR$34.7M0.38%315,000CommonSOLE
19247G107COHRCOHERENT CORP$34.0M0.37%184,303CommonSOLE
172967424CCITIGROUP INC$33.4M0.36%285,999CommonSOLE
345370CZ1F 0 03/15/26F 0 03/26$31.4M0.34%30,000,000CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVRG 4.5 12/27$30.6M0.33%25,000,000CommonSOLE
12572Q105CMECME GROUP INC$30.6M0.33%111,950CommonSOLE
68389X105ORCLORACLE CORP$29.4M0.32%150,000CALLSOLE
80004C200SNDKSANDISK CORP$29.3M0.32%123,362CommonSOLE
833445109SNOWSNOWFLAKE INC$28.8M0.31%131,300PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$28.8M0.31%200,000PUTSOLE
464287655IWMISHARES TR$28.6M0.31%116,000CALLSOLE
20030N101CMCSACOMCAST CORP NEW$26.9M0.29%900,000CALLSOLE
55024U109LITELUMENTUM HLDGS INC$24.8M0.27%67,356CommonSOLE
78464A797KBESPDR SERIES TRUST$24.3M0.27%400,000CALLSOLE
723484AK7PNW 4.75 06/15/27PINNACLE WEST CAP CORP$24.1M0.26%22,500,000CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAM 1.125 02/29$23.8M0.26%24,000,000CommonSOLE
26441CBY0DUK 4.125 04/15/26DUK 4.125 04/26$23.8M0.26%23,000,000CommonSOLE
92189F106GDXVANECK ETF TRUST$23.7M0.26%272,053CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$22.7M0.25%500,000PUTSOLE
81369Y100XLBSELECT SECTOR SPDR TR$22.7M0.25%500,000CALLSOLE
023135106AMZNAMAZON COM INC$22.5M0.25%97,543CommonSOLE
15189TBD8CNP 4.25 08/15/26CNP 4.25 08/26$22.0M0.24%20,000,000CommonSOLE
532457108LLYELI LILLY & CO$21.6M0.24%20,000CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$21.3M0.23%500,000CALLSOLE
018802AC2LNT 3.875 03/15/26LNT 3.875 03/26$20.9M0.23%20,000,000CommonSOLE
285512109EAELECTRONIC ARTS INC$20.8M0.23%102,000CommonSOLE
477839AB0JBTM 0.25 05/15/26JBTM 0.25 05/26$20.7M0.23%20,000,000CommonSOLE
013872106AAALCOA CORP$20.6M0.22%387,491CommonSOLE
337932AR8FE 4 05/01/26FE 4 05/26$20.5M0.22%20,000,000CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$20.0M0.22%525,494CommonSOLE
472145AH4JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$20.0M0.22%15,000,000CommonSOLE
532457108LLYELI LILLY & CO$20.0M0.22%18,562CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$19.2M0.21%200,756CommonSOLE
00182CAC7ANIP 2.25 09/01/29ANIP 2.25 09/29$19.1M0.21%15,000,000CommonSOLE
05969A105TBBKBANCORP INC DEL$17.5M0.19%259,460CommonSOLE
92939UAP1WEC 4.375 06/01/27WEC 4.375 06/27$17.0M0.19%15,000,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$16.8M0.18%58,018CommonSOLE
860630102SFSTIFEL FINL CORP$16.3M0.18%130,145CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$16.0M0.18%74,900CALLSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$15.7M0.17%10,000,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$15.4M0.17%19,985CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$14.9M0.16%276,233CommonSOLE
697660207PAMPAMPA ENERGIA S A$14.6M0.16%165,940CommonSOLE
375558103GILDGILEAD SCIENCES INC$14.1M0.15%114,639CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$14.0M0.15%164,807CommonSOLE
30231G102XOMEXXON MOBIL CORP$14.0M0.15%116,000PUTSOLE
30231G102XOMEXXON MOBIL CORP$14.0M0.15%116,000CALLSOLE
464287432TLTISHARES TR$13.9M0.15%160,000CommonSOLE
654484609NBNIOCORP DEVS LTD$13.6M0.15%2,560,416CommonSOLE
46090E103QQQINVESCO QQQ TR$13.5M0.15%22,000CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$13.2M0.14%173,523CommonSOLE
58933Y105MRKMERCK & CO INC$13.1M0.14%124,146CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$12.9M0.14%12,500,000CommonSOLE
19046P209CCBCOASTAL FINL CORP WA$12.6M0.14%110,000CommonSOLE
81762P102NOWSERVICENOW INC$12.5M0.14%81,760CommonSOLE
09062X103BIIBBIOGEN INC$12.5M0.14%71,017CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.5M0.14%40,871CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$12.2M0.13%250,045CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$12.1M0.13%492,200CommonSOLE
097023105BABOEING CO$12.0M0.13%55,300CALLSOLE
056752108BIDUBAIDU INC$11.9M0.13%92,203CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.9M0.13%82,703CommonSOLE
493267108KEYKEYCORP$11.6M0.13%561,580CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$11.4M0.12%225,000CALLSOLE
478160104JNJJOHNSON & JOHNSON$11.4M0.12%55,022CommonSOLE
931142103WMTWALMART INC$11.1M0.12%100,000CALLSOLE
231561101CWCURTISS WRIGHT CORP$11.0M0.12%20,000CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$10.8M0.12%515,129CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$10.8M0.12%66,451CommonSOLE
842587DZ7SO 4.5 06/15/27SOUTHERN CO$10.7M0.12%10,000,000CommonSOLE
98149GAB6WKC 3.25 07/01/28WKC 3.25 07/28$10.6M0.12%10,000,000CommonSOLE
64110L106NFLXNETFLIX INC$10.6M0.12%112,561CommonSOLE
806857108SLBSLB LIMITED$10.5M0.11%273,903CommonSOLE
09290D101BLKBLACKROCK INC$10.5M0.11%9,776CommonSOLE
001055102AFLAFLAC INC$10.4M0.11%93,951CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10.3M0.11%11,706CommonSOLE
74736LAD1QTWO 0.75 06/01/26QTWO 0.75 06/26$10.2M0.11%10,000,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$10.2M0.11%207,141CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$10.2M0.11%48,260CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$10.0M0.11%383,874CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10.0M0.11%47,739CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.0M0.11%106,245CommonSOLE
15677JAD0DAY 0.25 03/15/26DAY 0.25 03/26$9.9M0.11%10,000,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$9.9M0.11%33,300CALLSOLE
88339J105TTDTHE TRADE DESK INC$9.8M0.11%259,224CommonSOLE
056752108BIDUBAIDU INC$9.8M0.11%75,000PUTSOLE
197236102COLBCOLUMBIA BKG SYS INC$9.8M0.11%350,000CommonSOLE
751212101RLRALPH LAUREN CORP$9.7M0.11%27,378CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.6M0.11%17,025CommonSOLE
66405S100NBNNORTHEAST BK PORTLAND ME$9.6M0.10%92,107CommonSOLE
147528103CASYCASEYS GEN STORES INC$9.0M0.10%16,283CommonSOLE
13321L108CCJCAMECO CORP$8.9M0.10%96,225CommonSOLE
86887P309BNCCEA INDUSTRIES INC$8.8M0.10%1,373,643CommonSOLE
17275R102CSCOCISCO SYS INC$8.7M0.09%112,512CommonSOLE
30257X104FBKFB FINL CORP$8.6M0.09%154,018CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.5M0.09%145,734CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$8.4M0.09%550,670CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$8.4M0.09%143,954CommonSOLE
97717PAD6WT 3.25 06/15/26WT 3.25 06/26$8.2M0.09%7,000,000CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$8.2M0.09%115,505CommonSOLE
632307104NTRANATERA INC$8.2M0.09%35,328CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.1M0.09%45,354CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$8.0M0.09%110,546CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$8.0M0.09%550,000CALLSOLE
03076K108ABCBAMERIS BANCORP$8.0M0.09%107,588CommonSOLE
12514G108CDWCDW CORP$8.0M0.09%58,533CommonSOLE
717081103PFEPFIZER INC$7.8M0.09%315,190CommonSOLE
464286772EWYISHARES INC$7.8M0.08%80,000CALLSOLE
806857108SLBSLB LIMITED$7.7M0.08%200,000PUTSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$7.6M0.08%5,000,000CommonSOLE
235851102DHRDANAHER CORPORATION$7.5M0.08%32,948CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$7.5M0.08%80,000CommonSOLE
254687106DISDISNEY WALT CO$7.5M0.08%66,100CALLSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$7.5M0.08%3,500CommonSOLE
15135B101CNCCENTENE CORP DEL$7.5M0.08%181,558CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$7.4M0.08%283,923CommonSOLE
852066208SIISPROTT INC$7.4M0.08%75,000CommonSOLE
50212V100LPLALPL FINL HLDGS INC$7.4M0.08%20,583CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$7.3M0.08%202,258CommonSOLE
871829107SYYSYSCO CORP$7.2M0.08%98,377CommonSOLE
172967424CCITIGROUP INC$7.2M0.08%62,100CALLSOLE
03073E105CORCENCORA INC$7.2M0.08%21,433CommonSOLE
00206R102TAT&T INC$7.2M0.08%291,383CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$7.2M0.08%111,000PUTSOLE
097023105BABOEING CO$7.2M0.08%33,000PUTSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$7.0M0.08%78,442CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.0M0.08%37,970CommonSOLE
053332102AZOAUTOZONE INC$7.0M0.08%2,054CommonSOLE
231021106CMICUMMINS INC$7.0M0.08%13,639CommonSOLE
713448108PEPPEPSICO INC$7.0M0.08%48,461CommonSOLE
009066101ABNBAIRBNB INC$6.9M0.08%50,808CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$6.9M0.08%105,856CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$6.8M0.07%147,800CommonSOLE
380237107GDDYGODADDY INC$6.8M0.07%54,471CommonSOLE
74727A104QCRHQCR HOLDINGS INC$6.7M0.07%80,000CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$6.6M0.07%83,294CommonSOLE
91332U101UUNITY SOFTWARE INC$6.6M0.07%148,586CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$6.5M0.07%77,025CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$6.5M0.07%289,408CommonSOLE
450047303IRSIRSA INVERSIONES Y REP S A$6.5M0.07%396,077CommonSOLE
126408103CSXCSX CORP$6.4M0.07%177,842CommonSOLE
437076102HDHOME DEPOT INC$6.4M0.07%18,649CommonSOLE
23282W605CYTKCYTOKINETICS INC$6.4M0.07%101,030CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.4M0.07%29,167CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$6.4M0.07%155,029CommonSOLE
025816109AXPAMERICAN EXPRESS CO$6.3M0.07%17,158CommonSOLE
09260D107BXBLACKSTONE INC$6.3M0.07%40,746CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$6.2M0.07%200,000CommonSOLE
023576101AMTBAMERANT BANCORP INC$6.2M0.07%320,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.2M0.07%30,000CALLSOLE
40412C101HCAHCA HEALTHCARE INC$6.2M0.07%13,270CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6.2M0.07%21,326CommonSOLE
911363109URIUNITED RENTALS INC$6.1M0.07%7,575CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$6.1M0.07%54,389CommonSOLE
05961W105BMABANCO MACRO SA$6.0M0.07%67,300CommonSOLE
654106103NKENIKE INC$6.0M0.07%94,625CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$6.0M0.07%370,676CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$6.0M0.07%67,860CommonSOLE
872540109TJXTJX COS INC NEW$6.0M0.07%39,079CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.0M0.07%6,961CommonSOLE
34959E109FTNTFORTINET INC$6.0M0.07%75,540CommonSOLE
75734B100RDDTREDDIT INC$6.0M0.07%26,064CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$6.0M0.07%86,310CommonSOLE
78463V107GLDSPDR GOLD TR$5.9M0.06%15,000CALLSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.9M0.06%68,680CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.9M0.06%59,236CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.9M0.06%31,500CALLSOLE
18452B209CLSKCLEANSPARK INC$5.9M0.06%569,861CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.9M0.06%31,609CommonSOLE
55087P104LYFTLYFT INC$5.8M0.06%300,510CommonSOLE
17253J106CIFRCIPHER MINING INC$5.8M0.06%390,289CommonSOLE
46434V423KSAISHARES TR$5.8M0.06%158,013CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$5.7M0.06%183,498CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.7M0.06%65,164CommonSOLE
13321L108CCJCAMECO CORP$5.7M0.06%61,400CALLSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$5.6M0.06%113,194CommonSOLE
64110L106NFLXNETFLIX INC$5.6M0.06%60,000CALLSOLE
336433107FSLRFIRST SOLAR INC$5.6M0.06%21,459CommonSOLE
833445109SNOWSNOWFLAKE INC$5.6M0.06%25,500CALLSOLE
126600105CVBFCVB FINL CORP$5.6M0.06%300,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$5.5M0.06%24,223CommonSOLE
880770102TERTERADYNE INC$5.4M0.06%28,091CommonSOLE
941848103WATWATERS CORP$5.4M0.06%14,248CommonSOLE
74340W103PLDPROLOGIS INC.$5.4M0.06%42,358CommonSOLE
37045V100GMGENERAL MTRS CO$5.4M0.06%66,300CALLSOLE
82846H405QXOQXO INC$5.4M0.06%266,897CommonSOLE
149123101CATCATERPILLAR INC$5.4M0.06%9,300CALLSOLE
02209S103MOALTRIA GROUP INC$5.3M0.06%92,652CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$5.3M0.06%85,508CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$5.3M0.06%97,856CommonSOLE
69331C108PCGPG&E CORP$5.2M0.06%325,299CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$5.2M0.06%39,521CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5.2M0.06%13,388CommonSOLE
88579Y101MMM3M CO$5.2M0.06%32,300CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5.1M0.06%120,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.1M0.06%100,799CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.1M0.06%8,939CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5.1M0.06%55,906CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5.1M0.06%72,900CommonSOLE
77311W101RKTROCKET COS INC$5.0M0.05%257,746CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5.0M0.05%60,506CommonSOLE
857477103STTSTATE STR CORP$5.0M0.05%38,890CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$5.0M0.05%52,740CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$5.0M0.05%139,293CommonSOLE
00370M103ABVXABIVAX SA$5.0M0.05%37,270CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$4.9M0.05%206,637CommonSOLE
88579Y101MMM3M CO$4.9M0.05%30,783CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.9M0.05%8,467CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.9M0.05%59,924CommonSOLE
172908105CTASCINTAS CORP$4.9M0.05%25,951CommonSOLE
436440101HO1HOLOGIC INC$4.9M0.05%65,513CommonSOLE
040413205ANETARISTA NETWORKS INC$4.9M0.05%37,233CommonSOLE
20717MAB9CFLT 0 01/15/27CFLT 0 01/27$4.9M0.05%5,000,000CommonSOLE
134748102CANCANAAN INC$4.8M0.05%7,000,000CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$4.7M0.05%181,500CALLSOLE
595112103MUMICRON TECHNOLOGY INC$4.6M0.05%16,145CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$4.6M0.05%60,127CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$4.6M0.05%276,989CommonSOLE
65473P105NINISOURCE INC$4.6M0.05%109,343CommonSOLE
219350105GLWCORNING INC$4.6M0.05%52,088CommonSOLE
594918104MSFTMICROSOFT CORP$4.5M0.05%9,385CommonSOLE
62944T105NVRNVR INC$4.5M0.05%618CommonSOLE
000899104ADMAADMA BIOLOGICS INC$4.5M0.05%246,772CommonSOLE
39304D102GDOTGREEN DOT CORP$4.5M0.05%350,000CommonSOLE
880770102TERTERADYNE INC$4.5M0.05%23,100CALLSOLE
243537107DECKDECKERS OUTDOOR CORP$4.5M0.05%43,080CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.4M0.05%20,381CommonSOLE
032654105ADIANALOG DEVICES INC$4.4M0.05%16,289CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4.4M0.05%21,763CommonSOLE
92864V608EMPDEMPERY DIGITAL INC$4.3M0.05%952,802CommonSOLE
90138A103VNETVNET GROUP INC$4.3M0.05%512,066CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.3M0.05%143,013CommonSOLE
72703X106PLPLANET LABS PBC$4.2M0.05%209,717CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$4.2M0.05%50,000CALLSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$4.2M0.05%3,036CommonSOLE
281020107EIXEDISON INTL$4.2M0.05%70,472CommonSOLE
038222105AMATAPPLIED MATLS INC$4.2M0.05%16,442CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$4.2M0.05%288,929CommonSOLE
260557103DOWDOW INC$4.2M0.05%179,798CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.1M0.05%102,622CommonSOLE
302520101FNBF N B CORP$4.1M0.04%241,024CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$4.1M0.04%292,928CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4.1M0.04%18,000PUTSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$4.0M0.04%180,704CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$4.0M0.04%12,363CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.0M0.04%7,007CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$4.0M0.04%81,000CALLSOLE
218937100CNRCORE NATURAL RESOURCES INC$4.0M0.04%44,830CommonSOLE
00214Q104ARKKARK ETF TR$4.0M0.04%51,400CALLSOLE
833445109SNOWSNOWFLAKE INC$3.9M0.04%17,965CommonSOLE
464287655IWMISHARES TR$3.9M0.04%16,000PUTSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.9M0.04%48,967CommonSOLE
925652109VICIVICI PPTYS INC$3.9M0.04%139,699CommonSOLE
959802109WUWESTERN UN CO$3.9M0.04%421,755CommonSOLE
03940C100ACLXGBXARCELLX INC$3.9M0.04%60,178CommonSOLE
254604101IRONDISC MEDICINE INC$3.9M0.04%49,713CommonSOLE
47215P106JDJD.COM INC$3.9M0.04%135,300CALLSOLE
76655K103RGTIRIGETTI COMPUTING INC$3.9M0.04%174,600CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.8M0.04%14,951CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.8M0.04%7,877CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.8M0.04%23,383CommonSOLE
665859104NTRSNORTHERN TR CORP$3.8M0.04%27,773CommonSOLE
594918104MSFTMICROSOFT CORP$3.8M0.04%7,800PUTSOLE
099724106BWABORGWARNER INC$3.8M0.04%83,698CommonSOLE
92840M102VSTVISTRA CORP$3.8M0.04%23,163CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.7M0.04%81,693CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$3.7M0.04%305,815CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.7M0.04%17,334CommonSOLE
058934100BBARBANCO BBVA ARGENTINA S A$3.7M0.04%204,133CommonSOLE
46187W107INVHINVITATION HOMES INC$3.7M0.04%132,462CommonSOLE
231021106CMICUMMINS INC$3.7M0.04%7,200CALLSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$3.6M0.04%250,000PUTSOLE
37959E102GLGLOBE LIFE INC$3.6M0.04%26,008CommonSOLE
22266T109CPNGCOUPANG INC$3.6M0.04%153,972CommonSOLE
30063P105EXKEXACT SCIENCES CORP$3.6M0.04%35,637CommonSOLE
143658300CCL1EURCARNIVAL CORP$3.6M0.04%117,924CommonSOLE
00912X302ALAIR LEASE CORP$3.6M0.04%56,064CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.5M0.04%650CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.5M0.04%19,240CommonSOLE
26603R106DUOLDUOLINGO INC$3.4M0.04%19,574CommonSOLE
55616P104MMACYS INC$3.4M0.04%155,100CALLSOLE
252131107DXCMDEXCOM INC$3.4M0.04%51,508CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3.4M0.04%8,139CommonSOLE
403949100DINOHF SINCLAIR CORP$3.4M0.04%73,251CommonSOLE
443628102HBMHUDBAY MINERALS INC$3.4M0.04%169,725CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$3.4M0.04%200,000CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$3.3M0.04%16,697CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.3M0.04%122,101CommonSOLE
7495271071RGREV GROUP INC$3.3M0.04%53,878CommonSOLE
74736K101QRVOQORVO INC$3.3M0.04%38,765CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.3M0.04%3,720CommonSOLE
012653101ALBALBEMARLE CORP$3.3M0.04%23,084CommonSOLE
745867101PHMPULTE GROUP INC$3.3M0.04%27,839CommonSOLE
369604301GEGE AEROSPACE$3.2M0.04%10,515CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$3.2M0.04%369,042CommonSOLE
256163106DOCUDOCUSIGN INC$3.2M0.04%47,243CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.2M0.03%26,617CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3.2M0.03%7,174CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3.2M0.03%15,218CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.2M0.03%18,047CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.1M0.03%100,500CALLSOLE
778296103ROSTROSS STORES INC$3.1M0.03%17,316CommonSOLE
00508Y102AYIACUITY INC$3.1M0.03%8,610CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$3.1M0.03%157,969CommonSOLE
780287108RGLDROYAL GOLD INC$3.1M0.03%13,892CommonSOLE
736508847PORPORTLAND GEN ELEC CO$3.1M0.03%63,733CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3.0M0.03%14,840CommonSOLE
038336103ATRAPTARGROUP INC$3.0M0.03%24,962CommonSOLE
29786A106ETSYETSY INC$3.0M0.03%54,546CommonSOLE
30034W106EVRGEVERGY INC$3.0M0.03%41,499CommonSOLE
49457M106NAKAKINDLY MD INC$3.0M0.03%8,531,823CommonSOLE
149123101CATCATERPILLAR INC$3.0M0.03%5,199CommonSOLE
133131102CPTCAMDEN PPTY TR$3.0M0.03%26,947CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.0M0.03%28,570CommonSOLE
053774105CARAVIS BUDGET GROUP$3.0M0.03%23,092CommonSOLE
505743104LADRLADDER CAP CORP$3.0M0.03%268,033CommonSOLE
980745103WWDWOODWARD INC$3.0M0.03%9,791CommonSOLE
88023B103TEMTEMPUS AI INC$3.0M0.03%50,121CommonSOLE
418056107HASHASBRO INC$2.9M0.03%35,975CommonSOLE
929160109VMCVULCAN MATLS CO$2.9M0.03%10,314CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 09/26$2.9M0.03%3,023,000CommonSOLE
26875P101EOGEOG RES INC$2.9M0.03%27,672CommonSOLE
235825205DANDANA INC$2.9M0.03%122,135CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.9M0.03%7,561CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$2.9M0.03%71,413CommonSOLE
37954Y848SILGLOBAL X FDS$2.9M0.03%33,840CommonSOLE
86771W105RUNSUNRUN INC$2.9M0.03%156,794CommonSOLE
16359R103CHECHEMED CORP NEW$2.9M0.03%6,739CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.9M0.03%12,722CommonSOLE
88080T104WULFTERAWULF INC$2.9M0.03%250,000PUTSOLE
88080T104WULFTERAWULF INC$2.9M0.03%250,000CALLSOLE
70614W100PTONPELOTON INTERACTIVE INC$2.9M0.03%465,967CommonSOLE
56585A102MPCMARATHON PETE CORP$2.9M0.03%17,641CommonSOLE
364760108GAPGAP INC$2.8M0.03%111,112CommonSOLE
443573100HUBSHUBSPOT INC$2.8M0.03%7,086CommonSOLE
75513E101RTXRTX CORPORATION$2.8M0.03%15,500CALLSOLE
521865204LEALEAR CORP$2.8M0.03%24,797CommonSOLE
26884L109EQTEQT CORP$2.8M0.03%52,925CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$2.8M0.03%75,083CommonSOLE
36467W109GMEGAMESTOP CORP NEW$2.8M0.03%138,721CommonSOLE
125269100CFCF INDS HLDGS INC$2.8M0.03%36,037CommonSOLE
690742101OCOWENS CORNING NEW$2.8M0.03%24,892CommonSOLE
44812J104HUTHUT 8 CORP$2.8M0.03%60,000CommonSOLE
438516106HONHONEYWELL INTL INC$2.8M0.03%14,098CommonSOLE
44891N208IACIAC INC$2.7M0.03%70,194CommonSOLE
128030202CALMCAL MAINE FOODS INC$2.7M0.03%34,477CommonSOLE
77543R102ROKUROKU INC$2.7M0.03%24,993CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2.7M0.03%25,655CommonSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$2.7M0.03%107,950CommonSOLE
042315705ARRARMOUR RESIDENTIAL REIT INC$2.7M0.03%152,551CommonSOLE
67000B104NOVTNOVANTA INC$2.7M0.03%22,426CommonSOLE
974155103WINGWINGSTOP INC$2.7M0.03%11,125CommonSOLE
26817Q886DXDYNEX CAP INC$2.7M0.03%189,269CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$2.6M0.03%59,489CommonSOLE
311900104FASTFASTENAL CO$2.6M0.03%65,277CommonSOLE
650111107NYTNEW YORK TIMES CO$2.6M0.03%37,723CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$2.6M0.03%32,807CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$2.6M0.03%35,000CommonSOLE
343412102FLRFLUOR CORP NEW$2.6M0.03%65,435CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.6M0.03%48,843CommonSOLE
228368106CCKCROWN HLDGS INC$2.6M0.03%24,941CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2.6M0.03%18,600CommonSOLE
466313103JBLJABIL INC$2.6M0.03%11,223CommonSOLE
011532108AGIALAMOS GOLD INC NEW$2.5M0.03%65,478CommonSOLE
22052L104CTVACORTEVA INC$2.5M0.03%37,554CommonSOLE
526057104LENLENNAR CORP$2.5M0.03%24,455CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.5M0.03%9,108CommonSOLE
749685103RPMRPM INTL INC$2.5M0.03%24,076CommonSOLE
278865100ECLECOLAB INC$2.5M0.03%9,524CommonSOLE
65249B109NWSANEWS CORP NEW$2.5M0.03%95,605CommonSOLE
92189F676SMHVANECK ETF TRUST$2.5M0.03%6,843CommonSOLE
61945C103MOSMOSAIC CO NEW$2.5M0.03%102,773CommonSOLE
608190104MHKMOHAWK INDS INC$2.5M0.03%22,588CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.5M0.03%89,809CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.5M0.03%28,567CommonSOLE
093671105HRBBLOCK H & R INC$2.5M0.03%56,411CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.5M0.03%21,157CommonSOLE
16679L109CHWYCHEWY INC$2.5M0.03%74,217CommonSOLE
969457100WMBWILLIAMS COS INC$2.4M0.03%40,920CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.4M0.03%151,757CommonSOLE
447011107HUNHUNTSMAN CORP$2.4M0.03%243,988CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.4M0.03%101,509CommonSOLE
92189F791GDXJVANECK ETF TRUST$2.4M0.03%20,970CommonSOLE
40415F101HDBHDFC BANK LTD$2.4M0.03%66,616CommonSOLE
901109108TPCTUTOR PERINI CORP$2.4M0.03%36,213CommonSOLE
98980G102ZSZSCALER INC$2.4M0.03%10,775CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$2.4M0.03%62,157CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$2.4M0.03%92,335CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$2.4M0.03%107,903CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$2.4M0.03%205,554CommonSOLE
78442P106SLMSLM CORP$2.4M0.03%88,993CommonSOLE
372460105GPCGENUINE PARTS CO$2.4M0.03%19,554CommonSOLE
79466L302CRMSALESFORCE INC$2.4M0.03%9,025CommonSOLE
863667101SYKSTRYKER CORPORATION$2.4M0.03%6,781CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$2.4M0.03%6,007CommonSOLE
767292105RIOTRIOT PLATFORMS INC$2.4M0.03%186,355CommonSOLE
963320106WHRWHIRLPOOL CORP$2.4M0.03%32,675CommonSOLE
33829M101FIVEFIVE BELOW INC$2.4M0.03%12,493CommonSOLE
200340107CMACOMERICA INC$2.3M0.03%26,937CommonSOLE
88160R101TSLATESLA INC$2.3M0.03%5,200CALLSOLE
88160R101TSLATESLA INC$2.3M0.03%5,200PUTSOLE
832696405SJMSMUCKER J M CO$2.3M0.03%23,894CommonSOLE
34986240923IFORWARD INDS INC N Y$2.3M0.03%353,459CommonSOLE
337738108FISVFISERV INC$2.3M0.03%34,693CommonSOLE
379577208GMEDGLOBUS MED INC$2.3M0.03%26,585CommonSOLE
714046109RVTYREVVITY INC$2.3M0.03%23,975CommonSOLE
00130H105AESAES CORP$2.3M0.03%160,411CommonSOLE
78468R556XOPSPDR SERIES TRUST$2.3M0.03%18,278CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$2.3M0.03%9,562CommonSOLE
69318G106PBFPBF ENERGY INC$2.3M0.02%84,386CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.3M0.02%9,396CommonSOLE
22822V101CCICROWN CASTLE INC$2.3M0.02%25,591CommonSOLE
919794107VLYVALLEY NATL BANCORP$2.3M0.02%194,008CommonSOLE
294429105EFXEQUIFAX INC$2.2M0.02%10,270CommonSOLE
20602D101CNXCCONCENTRIX CORP$2.2M0.02%53,359CommonSOLE
86333M108LRNSTRIDE INC$2.2M0.02%34,145CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$2.2M0.02%46,983CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2.2M0.02%24,457CommonSOLE
224408104CRCRANE COMPANY$2.2M0.02%11,927CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2.2M0.02%68,575CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2.2M0.02%6,487CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.2M0.02%4,454CommonSOLE
65158N102NMRKNEWMARK GROUP INC$2.2M0.02%124,570CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$2.2M0.02%42,778CommonSOLE
40434L105HPQHP INC$2.2M0.02%96,645CommonSOLE
05465C100AXAXOS FINANCIAL INC$2.1M0.02%25,000CommonSOLE
922280102VRNSVARONIS SYS INC$2.1M0.02%65,301CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$2.1M0.02%51,700CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.1M0.02%45,395CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$2.1M0.02%39,194CommonSOLE
020002101ALLALLSTATE CORP$2.1M0.02%10,178CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$2.1M0.02%30,646CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$2.1M0.02%3,632CommonSOLE
83304A106SNAPSNAP INC$2.1M0.02%262,043CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.1M0.02%5,979CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.1M0.02%31,312CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$2.1M0.02%68,395CommonSOLE
042735100ARWARROW ELECTRS INC$2.1M0.02%19,012CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2.1M0.02%33,096CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.1M0.02%120,195CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.1M0.02%11,924CommonSOLE
69349H107TXNMTXNM ENERGY INC$2.0M0.02%34,661CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$2.0M0.02%57,947CommonSOLE
907818108UNPUNION PAC CORP$2.0M0.02%8,809CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.0M0.02%9,000CALLSOLE
03674X106ARANTERO RESOURCES CORP$2.0M0.02%59,428CommonSOLE
831865209AOSSMITH A O CORP$2.0M0.02%29,866CommonSOLE
13100M509CALXCALIX INC$2.0M0.02%37,697CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$2.0M0.02%148,309CommonSOLE
116794108BRKRBRUKER CORP$2.0M0.02%41,629CommonSOLE
98419M100XYLXYLEM INC$1.9M0.02%14,264CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1.9M0.02%94,705CommonSOLE
69351T106PPLPPL CORP$1.9M0.02%55,168CommonSOLE
171779309CIENCIENA CORP$1.9M0.02%8,240CommonSOLE
76680R206RNGRINGCENTRAL INC$1.9M0.02%66,704CommonSOLE
83570H108SONOSONOS INC$1.9M0.02%108,849CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.9M0.02%96,772CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$1.9M0.02%39,963CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.9M0.02%18,835CommonSOLE
217204106CPRTCOPART INC$1.9M0.02%48,461CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.9M0.02%25,457CommonSOLE

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.