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Lombard Odier Asset Management (USA) Corp

Q3 2025 · 13F-HR

Lombard Odier Asset Management (USA) Corpholdings as filed

Filed 2025-11-14 · accession 0000908834-25-000342

$1.49B
Reported value
415
Positions
2025-09-30
Period end
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The Brief · Lombard Odier Asset Management (USA) Corp · Q3 2025

AI · grounded in 13F

Lombard Odier Asset Management (USA) Corp established a new position in QQQ valued at $18.01M. The fund also opened a new position in BAC for $10.32M and increased its holdings in IWM by 535.73%. On the sell side, the fund reduced its stake in UNITED AIRLS HLDGS INC UAL by 97.67% and trimmed its position in HERBALIFE LTD by 87.44%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$283.7M19.0%425,900PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$64.7M4.34%5,760,100PUTSOLE
053774105CARAVIS BUDGET GROUP$55.4M3.72%345,000PUTSOLE
78468R556XOPSPDR SERIES TRUST$52.9M3.55%400,000PUTSOLE
92189F106GDXVANECK ETF TRUST$45.8M3.08%600,000PUTSOLE
464287432TLTISHARES TR$37.3M2.50%417,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$33.3M2.23%50,000CALLSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$32.3M2.17%2,200,000PUTSOLE
69318G106PBFPBF ENERGY INC$28.7M1.92%950,000PUTSOLE
20030N101CMCSACOMCAST CORP NEW$23.6M1.58%750,000CALLSOLE
717081103PFEPFIZER INC$22.9M1.54%900,000CALLSOLE
594972AL5MSTR 0.875 03/15/31STRATEGY INC$22.1M1.48%14,000,000CommonSOLE
58933Y105MRKMERCK & CO INC$21.8M1.46%260,000CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$21.4M1.44%475,000CALLSOLE
46090E103QQQINVESCO QQQ TR$18.0M1.21%30,000PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$17.3M1.16%50,000CALLSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$15.6M1.05%15,000,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$15.0M1.01%135,000CALLSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$14.9M1.00%14,500,000CommonSOLE
464287655IWMISHARES TR$14.5M0.97%60,000PUTSOLE
500255104KSSKOHLS CORP$14.3M0.96%930,000PUTSOLE
651639106NEMNEWMONT CORP$12.6M0.85%150,000PUTSOLE
172967424CCITIGROUP INC$12.2M0.82%120,000CALLSOLE
828806109SPGSIMON PPTY GROUP INC NEW$11.3M0.76%60,000CALLSOLE
375558103GILDGILEAD SCIENCES INC$11.1M0.74%100,000PUTSOLE
071734107BHCBAUSCH HEALTH COS INC$11.1M0.74%1,716,000PUTSOLE
060505104BACBANK AMERICA CORP$10.3M0.69%200,000PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$10.2M0.68%360,000CALLSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$9.9M0.66%265,000PUTSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$9.9M0.66%400,000CALLSOLE
205887102CAGCONAGRA BRANDS INC$9.2M0.61%500,000CALLSOLE
500688AH9KOS 3.125 03/15/30KOSMOS ENERGY LTD$9.0M0.61%14,000,000CommonSOLE
172967424CCITIGROUP INC$8.1M0.54%80,000PUTSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$7.9M0.53%1,155,000PUTSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$7.1M0.48%1,844,948CommonSOLE
760759100RSGREPUBLIC SVCS INC$7.0M0.47%30,441CommonSOLE
17275R102CSCOCISCO SYS INC$6.8M0.46%100,000CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6.6M0.44%150,000PUTSOLE
345370860FFORD MTR CO$6.0M0.40%500,000PUTSOLE
039483102ADMARCHER DANIELS MIDLAND CO$6.0M0.40%100,000CALLSOLE
91325VAB4UNIT 7.5 12/01/27UNITI GROUP LLC$5.7M0.38%5,255,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.6M0.38%125,000PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.5M0.37%140,000CALLSOLE
87612E106TGTTARGET CORP$5.4M0.36%60,000CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.0M0.34%114,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.9M0.33%17,500PUTSOLE
02079K305GOOGLALPHABET INC$4.8M0.32%19,576CommonSOLE
75524B104RBCRBC BEARINGS INC$4.7M0.32%12,037CommonSOLE
893641100TDGTRANSDIGM GROUP INC$4.6M0.31%3,477CommonSOLE
458140100INTCINTEL CORP$4.5M0.30%135,503CommonSOLE
31428X106FDXFEDEX CORP$4.5M0.30%19,000CALLSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4.4M0.30%300,000CALLSOLE
00187Y100APGAPI GROUP CORP$4.3M0.29%124,972CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$4.2M0.28%400,000CALLSOLE
67066G104NVDANVIDIA CORPORATION$4.2M0.28%22,254CommonSOLE
518613203LAURLAUREATE EDUCATION INC$4.1M0.28%130,795CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$4.0M0.27%47,480CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$4.0M0.27%147,284CommonSOLE
247361702DALDELTA AIR LINES INC DEL$4.0M0.27%70,000CALLSOLE
46428Q109SLVISHARES SILVER TR$3.8M0.26%90,000CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.7M0.25%76,500CommonSOLE
03073E105CORCENCORA INC$3.7M0.25%11,808CommonSOLE
N3167Y103RACEFERRARI N V$3.6M0.24%7,488CommonSOLE
345370860FFORD MTR CO$3.6M0.24%300,000CALLSOLE
55616P104MMACYS INC$3.6M0.24%200,000PUTSOLE
80004C200SNDKSANDISK CORP$3.5M0.24%31,334CommonSOLE
465741106ITRIITRON INC$3.5M0.23%28,083CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.5M0.23%32,307CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.4M0.23%12,222CommonSOLE
G4412G101HLFHERBALIFE LTD$3.4M0.23%402,500CALLSOLE
458140100INTCINTEL CORP$3.4M0.23%100,000CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.3M0.22%40,000CALLSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$3.3M0.22%24,554CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$3.2M0.22%49,161CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.2M0.21%26,278CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$3.1M0.21%515,000CommonSOLE
82846H405QXOQXO INC$3.1M0.21%161,837CommonSOLE
546347105LPXLOUISIANA PAC CORP$3.0M0.20%34,290CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.0M0.20%6,582CommonSOLE
219350105GLWCORNING INC$3.0M0.20%36,607CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.9M0.20%15,006CommonSOLE
M8T80P204NEXNNEXXEN INTL LTD$2.9M0.20%427,746CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.20%4,383CommonSOLE
58155Q103MCKMCKESSON CORP$2.9M0.19%3,751CommonSOLE
75513E101RTXRTX CORPORATION$2.9M0.19%17,174CommonSOLE
N00985106AERAERCAP HOLDINGS NV$2.9M0.19%23,717CommonSOLE
053332102AZOAUTOZONE INC$2.8M0.19%648CommonSOLE
7495271071RGREV GROUP INC$2.7M0.18%48,325CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.7M0.18%27,824CommonSOLE
594918104MSFTMICROSOFT CORP$2.7M0.18%5,235CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.7M0.18%32,032CommonSOLE
464287432TLTISHARES TR$2.7M0.18%30,000CALLSOLE
464287655IWMISHARES TR$2.7M0.18%10,967CommonSOLE
78468R556XOPSPDR SERIES TRUST$2.6M0.18%20,000CommonSOLE
G3265R107APTVAPTIV PLC$2.6M0.17%29,900CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$2.5M0.17%500,000PUTSOLE
G6359F137NBRNABORS INDUSTRIES LTD$2.5M0.17%62,000CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$2.5M0.17%26,010CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$2.5M0.17%205,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.5M0.17%10,000PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.17%7,134CommonSOLE
023135106AMZNAMAZON COM INC$2.4M0.16%11,000CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$2.4M0.16%74,854CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.16%7,688CommonSOLE
89346D107TACTRANSALTA CORP$2.3M0.16%171,000CommonSOLE
747525103QCOMQUALCOMM INC$2.3M0.16%14,000CALLSOLE
131428104CLMTCALUMET INC$2.3M0.16%127,500CommonSOLE
745867101PHMPULTE GROUP INC$2.3M0.15%17,480CommonSOLE
37045V100GMGENERAL MTRS CO$2.3M0.15%37,385CommonSOLE
115236101BROBROWN & BROWN INC$2.3M0.15%24,231CommonSOLE
916896103UECURANIUM ENERGY CORP$2.3M0.15%169,550CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$2.2M0.15%200,000CALLSOLE
156431108CENXCENTURY ALUM CO$2.2M0.15%76,500CommonSOLE
743315103PGRPROGRESSIVE CORP$2.2M0.15%9,029CommonSOLE
983793100XPOXPO INC$2.2M0.15%17,133CommonSOLE
608190104MHKMOHAWK INDS INC$2.2M0.15%17,011CommonSOLE
G97822103PRGOPERRIGO CO PLC$2.2M0.15%98,106CommonSOLE
336433107FSLRFIRST SOLAR INC$2.2M0.14%9,754CommonSOLE
13321L108CCJCAMECO CORP$2.1M0.14%25,500CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.1M0.14%19,959CommonSOLE
056752108BIDUBAIDU INC$2.1M0.14%16,077CommonSOLE
093712107BEBLOOM ENERGY CORP$2.1M0.14%25,000CommonSOLE
056525108BMIBADGER METER INC$2.0M0.14%11,475CommonSOLE
629209305NMIHNMI HLDGS INC$2.0M0.14%53,280CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.0M0.14%9,536CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.0M0.14%18,063CommonSOLE
626717102MURMURPHY OIL CORP$2.0M0.14%71,000CommonSOLE
671044105OSISOSI SYSTEMS INC$2.0M0.14%8,077CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$2.0M0.13%74,300CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.0M0.13%51,000CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.0M0.13%7,847CommonSOLE
260557103DOWDOW INC$1.9M0.13%85,000CALLSOLE
65340P106NXENEXGEN ENERGY LTD$1.9M0.13%216,750CommonSOLE
87422Q109TLNTALEN ENERGY CORP$1.9M0.13%4,526CommonSOLE
70202L102PSNPARSONS CORP DEL$1.9M0.13%23,162CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.9M0.13%7,715CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$1.9M0.12%840,000PUTSOLE
237266101DARDARLING INGREDIENTS INC$1.8M0.12%59,500CommonSOLE
871607107SNPSSYNOPSYS INC$1.8M0.12%3,702CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$1.8M0.12%65,437CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$1.8M0.12%34,000CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$1.8M0.12%89,250CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$1.8M0.12%80,005CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.8M0.12%79,410CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1.7M0.12%11,102CommonSOLE
093712107BEBLOOM ENERGY CORP$1.7M0.11%20,000CALLSOLE
59151K108MEOHMETHANEX CORP$1.7M0.11%42,500CommonSOLE
88160R101TSLATESLA INC$1.7M0.11%3,791CommonSOLE
739128106POWLPOWELL INDS INC$1.7M0.11%5,452CommonSOLE
21873S108CRWVCOREWEAVE INC$1.6M0.11%12,000PUTSOLE
039653100ACAARCOSA INC$1.6M0.11%17,000CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$1.6M0.11%23,000CommonSOLE
65290E101NXTNEXTRACKER INC$1.5M0.10%19,716CommonSOLE
13765N107CNNECANNAE HLDGS INC$1.4M0.09%76,956CommonSOLE
406216101HALHALLIBURTON CO$1.4M0.09%56,877CommonSOLE
143658300CCL1EURCARNIVAL CORP$1.4M0.09%47,852CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$1.4M0.09%85,829CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.09%20,000PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.4M0.09%7,605CommonSOLE
398433102GFFGRIFFON CORP$1.3M0.09%17,571CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$1.3M0.09%13,965CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.09%9,074CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$1.3M0.09%350,000PUTSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$1.3M0.08%118,433CommonSOLE
023135106AMZNAMAZON COM INC$1.3M0.08%5,742CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.3M0.08%3,632CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.2M0.08%25,060CommonSOLE
98419M100XYLXYLEM INC$1.2M0.08%8,370CommonSOLE
594972408MSTRSTRATEGY INC$1.2M0.08%3,800CALLSOLE
521865204LEALEAR CORP$1.2M0.08%12,132CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$1.2M0.08%159,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.2M0.08%10,500PUTSOLE
63001N106NATLNCR ATLEOS CORPORATION$1.2M0.08%29,782CommonSOLE
500688106KOSKOSMOS ENERGY LTD$1.2M0.08%700,000CALLSOLE
243537107DECKDECKERS OUTDOOR CORP$1.1M0.08%11,265CommonSOLE
370334104GISGENERAL MLS INC$1.1M0.08%22,347CommonSOLE
422806109HEIHEICO CORP NEW$1.1M0.07%3,443CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.1M0.07%32,000CommonSOLE
86771W105RUNSUNRUN INC$1.1M0.07%63,750CommonSOLE
01626W101ALITALIGHT INC$1.1M0.07%337,723CommonSOLE
78573M104SABRSABRE CORP$1.1M0.07%600,000CALLSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$1.1M0.07%13,010CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.1M0.07%6,685CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.07%3,206CommonSOLE
G8068L108SNSHARKNINJA INC$1.1M0.07%10,466CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.1M0.07%1,904CommonSOLE
55616P104MMACYS INC$1.1M0.07%60,000CommonSOLE
55616P104MMACYS INC$1.1M0.07%60,000CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.07%10,932CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$1.1M0.07%14,314CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.1M0.07%10,131CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.1M0.07%5,993CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$944,0040.06%3,999CommonSOLE
626717102MURMURPHY OIL CORP$923,3250.06%32,500CALLSOLE
773121108RKLBROCKET LAB CORP$916,2790.06%19,125CommonSOLE
34986A104FWRDFORWARD AIR CORP$913,8100.06%35,640CommonSOLE
806857108SLBSCHLUMBERGER LTD$893,6200.06%26,000CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$884,9980.06%51,724CommonSOLE
143658300CCL1EURCARNIVAL CORP$867,3000.06%30,000CALLSOLE
393222104GPREGREEN PLAINS INC$857,3590.06%97,538CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$854,0000.06%70,000CALLSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$854,0000.06%70,000PUTSOLE
626717102MURMURPHY OIL CORP$852,3000.06%30,000PUTSOLE
G4253H101JHXJAMES HARDIE INDS PLC$768,4000.05%40,000CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$748,0000.05%100,000PUTSOLE
126408103CSXCSX CORP$745,0350.05%20,981CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$731,0870.05%55,596CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$704,6910.05%60,230CommonSOLE
916896103UECURANIUM ENERGY CORP$700,3500.05%52,500PUTSOLE
31428X106FDXFEDEX CORP$675,5960.05%2,865CommonSOLE
23331A109DHID R HORTON INC$620,9380.04%3,664CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$615,6700.04%6,380CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$601,0000.04%100,000PUTSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$601,0000.04%100,000CALLSOLE
009158106APDAIR PRODS & CHEMS INC$586,8930.04%2,152CommonSOLE
90364P105PATHUIPATH INC$574,4570.04%42,934CommonSOLE
247361702DALDELTA AIR LINES INC DEL$570,8480.04%10,059CommonSOLE
67066G104NVDANVIDIA CORPORATION$559,7400.04%3,000PUTSOLE
92243G108PCVXVAXCYTE INC$555,6810.04%15,427CommonSOLE
714046109RVTYREVVITY INC$546,5850.04%6,236CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$543,8140.04%4,481CommonSOLE
53566V106LINELINEAGE INC$537,9460.04%13,922CommonSOLE
57686G105MATXMATSON INC$532,5830.04%5,402CommonSOLE
942622200WSOWATSCO INC$532,4630.04%1,317CommonSOLE
257651109DCIDONALDSON INC$529,5700.04%6,470CommonSOLE
833034101SNASNAP ON INC$528,8050.04%1,526CommonSOLE
87265H109T86TRI POINTE HOMES INC$527,9620.04%15,542CommonSOLE
277432100EMNEASTMAN CHEM CO$527,0350.04%8,359CommonSOLE
436440101HO1HOLOGIC INC$526,4220.04%7,800CommonSOLE
26969P108EXPEAGLE MATLS INC$525,9710.04%2,257CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$525,9030.04%3,609CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$525,8840.04%1,883CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$525,5960.04%5,336CommonSOLE
770323103RHIROBERT HALF INC.$523,5980.04%15,409CommonSOLE
448579102HHYATT HOTELS CORP$523,5800.04%3,689CommonSOLE
695156109PKGPACKAGING CORP AMER$523,4680.04%2,402CommonSOLE
858119100STLDSTEEL DYNAMICS INC$523,4200.04%3,754CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$523,4050.04%2,005CommonSOLE
624756102MLIMUELLER INDS INC$522,7390.04%5,170CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$522,2140.04%6,893CommonSOLE
231021106CMICUMMINS INC$522,0490.04%1,236CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$520,8560.03%9,959CommonSOLE
142339100CSLCARLISLE COS INC$520,0860.03%1,581CommonSOLE
93403J106WRBYWARBY PARKER INC$519,0000.03%18,818CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$517,9980.03%2,578CommonSOLE
552848103MTGMGIC INVT CORP WIS$516,9300.03%18,221CommonSOLE
254067101DDSDILLARDS INC$516,1630.03%840CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$514,9550.03%3,864CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$514,5670.03%5,860CommonSOLE
G3198U102ESNTESSENT GROUP LTD$514,4550.03%8,094CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$514,1570.03%6,435CommonSOLE
G87110105FTITECHNIPFMC PLC$512,2580.03%12,985CommonSOLE
885160101THOTHOR INDS INC$511,1920.03%4,930CommonSOLE
959802109WUWESTERN UN CO$511,0640.03%63,963CommonSOLE
09260D107BXBLACKSTONE INC$510,8420.03%2,990CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$510,2240.03%14,268CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$508,8910.03%42,585CommonSOLE
44930G107ICUIICU MED INC$508,5100.03%4,239CommonSOLE
64110D104NTAPNETAPP INC$507,8380.03%4,287CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$506,8970.03%4,260CommonSOLE
377322102GKOSGLAUKOS CORP$506,6700.03%6,213CommonSOLE
148929102CAVACAVA GROUP INC$505,8130.03%8,373CommonSOLE
817565104SCISERVICE CORP INTL$505,5620.03%6,075CommonSOLE
05614L209BWBABCOCK & WILCOX ENTERPRISES$505,3250.03%174,250CommonSOLE
117043109BCBRUNSWICK CORP$504,7820.03%7,982CommonSOLE
20825C104COPCONOCOPHILLIPS$503,5030.03%5,323CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$501,6170.03%2,410CommonSOLE
26875P101EOGEOG RES INC$501,0640.03%4,469CommonSOLE
883203101TXTTEXTRON INC$500,9410.03%5,929CommonSOLE
969904101WSMWILLIAMS SONOMA INC$496,8340.03%2,542CommonSOLE
76156B107RVLVREVOLVE GROUP INC$495,6510.03%23,270CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$493,6150.03%33,625CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$492,2810.03%17,494CommonSOLE
09290D101BLKBLACKROCK INC$489,6650.03%420CommonSOLE
G7S00T104PNRPENTAIR PLC$484,2430.03%4,372CommonSOLE
103304101BYDBOYD GAMING CORP$483,8610.03%5,597CommonSOLE
55354G100MSCIMSCI INC$474,3550.03%836CommonSOLE
949746101WMT2WELLS FARGO CO NEW$474,3370.03%5,659CommonSOLE
902494103TSNTYSON FOODS INC$472,8440.03%8,708CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$469,8900.03%1,802CommonSOLE
68213N109OMCLOMNICELL COM$468,5650.03%15,388CommonSOLE
02005N100ALLYALLY FINL INC$467,6560.03%11,930CommonSOLE
74758T303QLYSQUALYS INC$466,3310.03%3,524CommonSOLE
090043100BILLBILL HOLDINGS INC$464,6000.03%8,771CommonSOLE
447011107HUNHUNTSMAN CORP$464,1220.03%51,684CommonSOLE
00508Y102AYIACUITY INC$463,2050.03%1,345CommonSOLE
097023105BABOEING CO$463,1710.03%2,146CommonSOLE
75281A109RRCRANGE RES CORP$462,5200.03%12,288CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$461,3110.03%16,295CommonSOLE
26210C104DBXDROPBOX INC$456,4430.03%15,109CommonSOLE
749685103RPMRPM INTL INC$454,1920.03%3,853CommonSOLE
009066101ABNBAIRBNB INC$454,1110.03%3,740CommonSOLE
M98068105WIXWIX COM LTD$454,0220.03%2,556CommonSOLE
37247D106GNWGENWORTH FINL INC$451,2390.03%50,701CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$447,9970.03%2,769CommonSOLE
69343T107PJTPJT PARTNERS INC$434,7280.03%2,446CommonSOLE
92826C839VVISA INC$430,4800.03%1,261CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$430,0410.03%9,767CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$427,7080.03%1,734CommonSOLE
91913Y100VLOVALERO ENERGY CORP$427,1820.03%2,509CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$424,3250.03%3,306CommonSOLE
03937C105ARCBARCBEST CORP$423,6920.03%6,064CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$419,4530.03%746CommonSOLE
368736104GNRCGENERAC HLDGS INC$418,1650.03%2,498CommonSOLE
77311W101RKTROCKET COS INC$416,6700.03%21,500CommonSOLE
191216100KOCOCA COLA CO$412,9080.03%6,226CommonSOLE
45778Q107NSPINSPERITY INC$412,1480.03%8,377CommonSOLE
74736K101QRVOQORVO INC$411,9550.03%4,523CommonSOLE
G037AX101AMBAAMBARELLA INC$408,4740.03%4,950CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$408,4480.03%1,557CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$407,5580.03%2,895CommonSOLE
366651107ITGARTNER INC$407,1860.03%1,549CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$406,4850.03%37,258CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$404,9580.03%44,452CommonSOLE
737446104POSTPOST HLDGS INC$404,6620.03%3,765CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$404,5650.03%2,064CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$394,3500.03%4,780CommonSOLE
8676EP108STKLSUNOPTA INC$391,5650.03%66,820CommonSOLE
260003108DOVDOVER CORP$389,8820.03%2,337CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$389,2540.03%1,904CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$384,4470.03%7,036CommonSOLE
227046109CROXCROCS INC$383,9120.03%4,595CommonSOLE
316841105FIGFIGMA INC$383,8380.03%7,400CommonSOLE
29605J106ESABESAB CORPORATION$382,3740.03%3,422CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$381,2260.03%786CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$379,7560.03%4,439CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$379,4810.03%1,883CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$364,6860.02%4,562CommonSOLE
79589L106IOTSAMSARA INC$363,0010.02%9,745CommonSOLE
G39108108GTESGATES INDL CORP PLC$362,3970.02%14,601CommonSOLE
318672706FBPFIRST BANCORP P R$362,1490.02%16,424CommonSOLE
146869102CVNACARVANA CO$360,2640.02%955CommonSOLE
70975L107PENPENUMBRA INC$360,2210.02%1,422CommonSOLE
872540109TJXTJX COS INC NEW$356,7250.02%2,468CommonSOLE
126402106CSWCSW INDUSTRIALS INC$356,3570.02%1,468CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$354,8680.02%841CommonSOLE
761152107RMDRESMED INC$347,9110.02%1,271CommonSOLE
G54950103LINLINDE PLC$347,7000.02%732CommonSOLE
589889104MMSIMERIT MED SYS INC$346,0700.02%4,158CommonSOLE
G87052109TELTE CONNECTIVITY PLC$344,4430.02%1,569CommonSOLE
626755102MUSAMURPHY USA INC$343,2220.02%884CommonSOLE
29084Q100EMEEMCOR GROUP INC$339,7090.02%523CommonSOLE
922475108VEEVVEEVA SYS INC$332,1700.02%1,115CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$331,5000.02%15,000CALLSOLE
01626W101ALITALIGHT INC$328,2820.02%100,700CALLSOLE
589378108MRCYMERCURY SYS INC$325,5440.02%4,206CommonSOLE
00724F101ADBEADOBE INC$322,0610.02%913CommonSOLE
03076C106AMPAMERIPRISE FINL INC$317,8390.02%647CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$317,6830.02%2,537CommonSOLE
18467V109YOUCLEAR SECURE INC$316,8760.02%9,493CommonSOLE
969457100WMBWILLIAMS COS INC$313,5190.02%4,949CommonSOLE
011642105ALRMALARM COM HLDGS INC$313,2780.02%5,902CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$310,5850.02%253CommonSOLE
922280102VRNSVARONIS SYS INC$310,2230.02%5,398CommonSOLE
45167R104IEXIDEX CORP$306,4770.02%1,883CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$305,1080.02%1,373CommonSOLE
23804L103DDOGDATADOG INC$304,4510.02%2,138CommonSOLE
679295105OKTAOKTA INC$302,9770.02%3,304CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$301,7410.02%94,000CommonSOLE
26622P107DOCSDOXIMITY INC$301,5240.02%4,122CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$300,5740.02%717CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$296,2330.02%3,240CommonSOLE
45168D104IDXXIDEXX LABS INC$295,8060.02%463CommonSOLE
051774107AURAURORA INNOVATION INC$295,6090.02%54,844CommonSOLE
M7S64H106MNDYMONDAY COM LTD$290,9220.02%1,502CommonSOLE
402635502GPORGULFPORT ENERGY CORP$290,8350.02%1,607CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$290,2760.02%4,011CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$288,9300.02%2,379CommonSOLE
358054104FRSHFRESHWORKS INC$287,3060.02%24,410CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$283,8540.02%20,103CommonSOLE
032654105ADIANALOG DEVICES INC$283,5380.02%1,154CommonSOLE
433313103HNGEHINGE HEALTH INC$281,2770.02%5,731CommonSOLE
15135B101CNCCENTENE CORP DEL$281,2650.02%7,883CommonSOLE
500643200KFYKORN FERRY$279,3600.02%3,992CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$276,8670.02%2,541CommonSOLE
704326107PAYXPAYCHEX INC$274,4350.02%2,165CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$272,8100.02%610CommonSOLE
713448108PEPPEPSICO INC$272,4540.02%1,940CommonSOLE
25809K105DASHDOORDASH INC$272,2620.02%1,001CommonSOLE
79466L302CRMSALESFORCE INC$270,6540.02%1,142CommonSOLE
548661107LOWLOWES COS INC$270,1580.02%1,075CommonSOLE
16679L109CHWYCHEWY INC$269,6800.02%6,667CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$269,6160.02%474CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$269,5200.02%1,500CALLSOLE
231561101CWCURTISS WRIGHT CORP$267,6690.02%493CommonSOLE
38526M106LOPEGRAND CANYON ED INC$258,8140.02%1,179CommonSOLE
10316T104BOXBOX INC$257,4500.02%7,978CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$254,9580.02%651CommonSOLE
057665200BCPCBALCHEM CORP$254,0520.02%1,693CommonSOLE
23345M107DTMDT MIDSTREAM INC$252,4630.02%2,233CommonSOLE
34959E109FTNTFORTINET INC$248,5400.02%2,956CommonSOLE
783549108RRYDER SYS INC$246,7410.02%1,308CommonSOLE
222070203COTYCOTY INC$245,4780.02%60,762CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$241,5670.02%1,269CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$241,4760.02%3,105CommonSOLE
12047B105BMBLBUMBLE INC$241,4620.02%39,649CommonSOLE
G8473T100STESTERIS PLC$239,2740.02%967CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$238,0560.02%463CommonSOLE
05329W102ANAUTONATION INC$236,7090.02%1,082CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$236,0910.02%5,020CommonSOLE
71880K101PHINPHINIA INC$235,7250.02%4,101CommonSOLE
278865100ECLECOLAB INC$231,1380.02%844CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$227,8740.02%882CommonSOLE
Y2573F102FLEXFLEX LTD$222,3730.01%3,836CommonSOLE
917047102URBNURBAN OUTFITTERS INC$220,5760.01%3,088CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$219,2600.01%4,241CommonSOLE
020002101ALLALLSTATE CORP$218,0840.01%1,016CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$210,6700.01%1,364CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$208,9410.01%2,354CommonSOLE
742718109PGPROCTER AND GAMBLE CO$204,2010.01%1,329CommonSOLE
127097103CTRACOTERRA ENERGY INC$200,5280.01%8,479CommonSOLE
500767306KWEBKRANESHARES TRUST$200,0520.01%4,762CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$172,5840.01%45,900CommonSOLE
421298100HAYWHAYWARD HLDGS INC$162,7820.01%10,766CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$136,0250.01%21,354CommonSOLE

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.