MondegarAI
BALYASNY ASSET MANAGEMENT L.P.

Q2 2024 · 13F-HR

BALYASNY ASSET MANAGEMENT L.P.holdings as filed

Filed 2024-08-14 · accession 0000950123-24-008707

$57.14B
Reported value
2,500
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2500

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$1.39B2.44%6,864,700PUTSOLE
037833100AAPLAPPLE INC$1.00B1.76%4,770,800PUTSOLE
464287655IWMISHARES TR$996.2M1.74%4,909,900CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$719.1M1.26%17,491,300PUTSOLE
46090E103QQQINVESCO QQQ TR$698.7M1.22%1,458,400CALLSOLE
46090E103QQQINVESCO QQQ TR$599.7M1.05%1,251,700PUTSOLE
464287507IJHISHARES TR$591.1M1.03%10,100,022CommonSOLE
037833100AAPLAPPLE INC$552.7M0.97%2,624,346CommonSOLE
594918104MSFTMICROSOFT CORP$531.7M0.93%1,189,600PUTSOLE
023135106AMZNAMAZON COM INC$496.0M0.87%2,566,754CommonSOLE
922908769VTIVANGUARD INDEX FDS$494.9M0.87%1,850,186CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$493.8M0.86%907,417CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$446.9M0.78%821,100PUTSOLE
67066G104NVDANVIDIA CORPORATION$398.0M0.70%3,221,600PUTSOLE
81369Y407XLYSELECT SECTOR SPDR TR$360.2M0.63%1,974,800PUTSOLE
254709108DFSEURDISCOVER FINL SVCS$319.8M0.56%2,444,626CommonSOLE
88579Y101MMM3M CO$304.9M0.53%2,983,954CommonSOLE
037833100AAPLAPPLE INC$295.0M0.52%1,400,600CALLSOLE
949746101WMT2WELLS FARGO CO NEW$284.3M0.50%4,787,613CommonSOLE
42809H107HESHESS CORP$270.6M0.47%1,834,433CommonSOLE
02209S103MOALTRIA GROUP INC$265.2M0.46%5,821,316CommonSOLE
460146103IPINTERNATIONAL PAPER CO$258.0M0.45%5,978,747CommonSOLE
148806102CTLTEURCATALENT INC$245.9M0.43%4,373,951CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$240.8M0.42%1,064,200PUTSOLE
191216100KOCOCA COLA CO$237.6M0.42%3,733,342CommonSOLE
11135F101AVGOBROADCOM INC$237.3M0.42%147,808CommonSOLE
594918104MSFTMICROSOFT CORP$234.7M0.41%525,151CommonSOLE
20825C104COPCONOCOPHILLIPS$231.3M0.40%2,022,250CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$224.6M0.39%2,916,073CommonSOLE
30231G102XOMEXXON MOBIL CORP$220.2M0.39%1,912,900PUTSOLE
009066101ABNBAIRBNB INC$215.8M0.38%1,423,345CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$215.7M0.38%461,789CommonSOLE
032095101APHAMPHENOL CORP NEW$212.0M0.37%3,146,500CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$211.2M0.37%672,967CommonSOLE
464287655IWMISHARES TR$209.0M0.37%1,030,015CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$208.8M0.37%1,508,400PUTSOLE
67066G104NVDANVIDIA CORPORATION$206.7M0.36%1,672,872CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$205.2M0.36%1,498,857CommonSOLE
G29183103ETNEATON CORP PLC$203.5M0.36%649,041CommonSOLE
N07059210ASMLASML HOLDING N V$195.1M0.34%190,767CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$194.4M0.34%2,925,257CommonSOLE
983793100XPOXPO INC$185.8M0.33%1,750,367CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$184.3M0.32%2,021,400PUTSOLE
437076102HDHOME DEPOT INC$182.5M0.32%530,100PUTSOLE
31428X106FDXFEDEX CORP$181.5M0.32%605,458CommonSOLE
717081103PFEPFIZER INC$180.3M0.32%6,444,269CommonSOLE
37045V100GMGENERAL MTRS CO$179.2M0.31%3,857,545CommonSOLE
12572Q105CMECME GROUP INC$173.2M0.30%880,979CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$168.7M0.30%4,104,800CALLSOLE
743315103PGRPROGRESSIVE CORP$167.6M0.29%806,931CommonSOLE
806857108SLBSCHLUMBERGER LTD$167.2M0.29%3,543,774CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$167.1M0.29%378,800PUTSOLE
052769106ADSKAUTODESK INC$166.8M0.29%674,230CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$165.0M0.29%501,714CommonSOLE
166764100CVXCHEVRON CORP NEW$164.9M0.29%1,054,500PUTSOLE
974155103WINGWINGSTOP INC$164.6M0.29%389,495CommonSOLE
78464A698KRESPDR SER TR$163.6M0.29%3,332,600PUTSOLE
25754A201DPZDOMINOS PIZZA INC$162.3M0.28%314,316CommonSOLE
29444U700EQIXEQUINIX INC$159.9M0.28%211,371CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$159.8M0.28%313,860CommonSOLE
09247X101BLKCHFBLACKROCK INC$159.5M0.28%202,637CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$158.4M0.28%783,100PUTSOLE
023135106AMZNAMAZON COM INC$157.8M0.28%816,800PUTSOLE
03662Q105AKXANSYS INC$155.5M0.27%483,660CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$155.4M0.27%7,754,301CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$154.8M0.27%590,571CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$154.4M0.27%349,928CommonSOLE
099724106BWABORGWARNER INC$153.6M0.27%4,763,848CommonSOLE
127097103CTRACOTERRA ENERGY INC$152.6M0.27%5,721,599CommonSOLE
78464A870XBISPDR SER TR$150.1M0.26%1,619,000PUTSOLE
902973304USBUS BANCORP DEL$149.8M0.26%3,773,440CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$149.5M0.26%5,531,100CALLSOLE
05478C105AZEKAZEK CO INC$144.4M0.25%3,427,044CommonSOLE
931142103WMTWALMART INC$143.6M0.25%2,120,136CommonSOLE
81762P102NOWSERVICENOW INC$143.2M0.25%182,034CommonSOLE
64110L106NFLXNETFLIX INC$140.9M0.25%208,788CommonSOLE
122017106BURLBURLINGTON STORES INC$140.8M0.25%586,503CommonSOLE
011659109ALKALASKA AIR GROUP INC$139.9M0.24%3,461,885CommonSOLE
336433107FSLRFIRST SOLAR INC$139.7M0.24%619,429CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$139.4M0.24%620,810CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$136.8M0.24%1,737,806CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$136.8M0.24%292,800PUTSOLE
96145D105WRKUSDWESTROCK CO$132.6M0.23%2,638,666CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$132.2M0.23%1,499,942CommonSOLE
464288513HYGISHARES TR$127.5M0.22%1,653,200PUTSOLE
013872106AAALCOA CORP$126.3M0.22%3,176,109CommonSOLE
565849106MRO*MARATHON OIL CORP$124.6M0.22%4,347,699CommonSOLE
228368106CCKCROWN HLDGS INC$124.4M0.22%1,672,739CommonSOLE
464288513HYGISHARES TR$124.0M0.22%1,607,713CommonSOLE
444859102HUMHUMANA INC$122.1M0.21%326,749CommonSOLE
060505104BACBANK AMERICA CORP$121.5M0.21%3,053,811CommonSOLE
00206R102TAT&T INC$120.9M0.21%6,326,599CommonSOLE
98419M100XYLXYLEM INC$119.5M0.21%881,084CommonSOLE
247361702DALDELTA AIR LINES INC DEL$119.2M0.21%2,512,184CommonSOLE
92189F106GDXVANECK ETF TRUST$116.3M0.20%3,427,800PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$116.3M0.20%729,249CommonSOLE
92826C839VVISA INC$114.5M0.20%436,400CALLSOLE
37045V100GMGENERAL MTRS CO$112.5M0.20%2,422,300PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$111.8M0.20%946,937CommonSOLE
98138H101WDAYWORKDAY INC$111.8M0.20%500,000CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$111.7M0.20%131,436CommonSOLE
857477103STTSTATE STR CORP$111.4M0.19%1,505,552CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$111.2M0.19%739,479CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$111.2M0.19%4,112,354CommonSOLE
126408103CSXCSX CORP$110.6M0.19%3,305,558CommonSOLE
89400J107TRUTRANSUNION$110.3M0.19%1,487,665CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$110.3M0.19%642,509CommonSOLE
46090E103QQQINVESCO QQQ TR$109.3M0.19%228,073CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$108.9M0.19%1,422,400PUTSOLE
925652109VICIVICI PPTYS INC$108.2M0.19%3,777,400CommonSOLE
02079K305GOOGLALPHABET INC$108.0M0.19%591,400PUTSOLE
244199105DEDEERE & CO$107.4M0.19%287,400PUTSOLE
867224107SUSUNCOR ENERGY INC NEW$106.1M0.19%2,785,144CommonSOLE
690742101OCOWENS CORNING NEW$105.6M0.18%608,104CommonSOLE
61945C103MOSMOSAIC CO NEW$105.4M0.18%3,647,435CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$104.9M0.18%1,751,587CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$104.7M0.18%496,715CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$103.7M0.18%1,089,269CommonSOLE
443573100HUBSHUBSPOT INC$103.6M0.18%175,616CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$103.2M0.18%565,600CALLSOLE
N00985106AERAERCAP HOLDINGS NV$102.7M0.18%1,101,741CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$101.6M0.18%1,010,632CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$101.1M0.18%723,958CommonSOLE
526107107LIILENNOX INTL INC$100.7M0.18%188,272CommonSOLE
62955J103NOVNOV INC$100.7M0.18%5,295,544CommonSOLE
922908595VBKVANGUARD INDEX FDS$99.3M0.17%397,164CommonSOLE
277432100EMNEASTMAN CHEM CO$98.5M0.17%1,004,932CommonSOLE
G87110105FTITECHNIPFMC PLC$97.7M0.17%3,734,731CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$97.5M0.17%1,952,747CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$97.4M0.17%474,328CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$97.3M0.17%114,500PUTSOLE
277276101EGPEASTGROUP PPTYS INC$96.8M0.17%569,283CommonSOLE
058498106BALLBALL CORP$96.0M0.17%1,599,527CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$95.4M0.17%2,785,273CommonSOLE
745867101PHMPULTE GROUP INC$95.1M0.17%864,098CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$95.1M0.17%1,395,800PUTSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$93.9M0.16%1,016,998CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$93.8M0.16%2,667,897CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$93.5M0.16%655,359CommonSOLE
G7S00T104PNRPENTAIR PLC$93.3M0.16%1,217,243CommonSOLE
134429109CPBCAMPBELL SOUP CO$93.3M0.16%2,064,636CommonSOLE
92936U109WPCWP CAREY INC$91.8M0.16%1,668,237CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$91.7M0.16%2,363,584CommonSOLE
09062X103BIIBBIOGEN INC$91.5M0.16%394,887CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$91.4M0.16%1,035,400PUTSOLE
89531P105TREXTREX CO INC$90.1M0.16%1,215,274CommonSOLE
02005N100ALLYALLY FINL INC$89.6M0.16%2,259,682CommonSOLE
036752103ELVELEVANCE HEALTH INC$89.6M0.16%165,404CommonSOLE
871607107SNPSSYNOPSYS INC$89.3M0.16%150,039CommonSOLE
229663109CUBECUBESMART$89.3M0.16%1,975,879CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$89.0M0.16%983,088CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$88.8M0.16%529,288CommonSOLE
26884L109EQTEQT CORP$88.6M0.16%2,395,631CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$87.9M0.15%1,403,230CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$87.9M0.15%565,063CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$87.5M0.15%65,000,000CommonSOLE
291011104EMREMERSON ELEC CO$87.1M0.15%790,276CommonSOLE
760759100RSGREPUBLIC SVCS INC$86.9M0.15%446,900CommonSOLE
464287234EEMISHARES TR$86.7M0.15%2,034,900PUTSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$85.7M0.15%3,170,400PUTSOLE
78709Y105SAIASAIA INC$85.0M0.15%179,135CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$84.3M0.15%1,023,492CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$84.2M0.15%532,918CommonSOLE
744320102PRUPRUDENTIAL FINL INC$82.7M0.14%705,839CommonSOLE
780259305SHELSHELL PLC$82.6M0.14%1,144,656CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$82.2M0.14%184,803CommonSOLE
872590104TMUST-MOBILE US INC$81.4M0.14%462,059CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$81.4M0.14%1,179,231CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$81.4M0.14%1,010,720CommonSOLE
576323109MTZMASTEC INC$81.0M0.14%757,407CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$80.4M0.14%336,847CommonSOLE
55261F104MTBM & T BK CORP$80.4M0.14%530,931CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$80.3M0.14%387,966CommonSOLE
75734B100RDDTREDDIT INC$80.1M0.14%1,253,536CommonSOLE
42809H107HESHESS CORP$80.1M0.14%542,700PUTSOLE
72703H101PLNTPLANET FITNESS INC$79.6M0.14%1,082,272CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$79.2M0.14%457,700CALLSOLE
78468R556XOPSPDR SER TR$78.4M0.14%539,100PUTSOLE
893641100TDGTRANSDIGM GROUP INC$78.1M0.14%61,110CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$78.0M0.14%5,402,732CommonSOLE
253868103DLRDIGITAL RLTY TR INC$77.8M0.14%511,619CommonSOLE
136385101CNQCANADIAN NAT RES LTD$77.5M0.14%2,177,878CommonSOLE
880770102TERTERADYNE INC$77.4M0.14%521,914CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$76.5M0.13%338,100CALLSOLE
25271C201DO1USDDIAMOND OFFSHORE DRILLING IN$76.3M0.13%4,928,033CommonSOLE
87265H109T86TRI POINTE HOMES INC$75.8M0.13%2,034,533CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$75.1M0.13%5,593,500PUTSOLE
194162103CLCOLGATE PALMOLIVE CO$75.0M0.13%772,808CommonSOLE
983134107WYNNWYNN RESORTS LTD$73.9M0.13%826,042CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$73.9M0.13%247,465CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$73.2M0.13%725,107CommonSOLE
30161N101EXCEXELON CORP$73.1M0.13%2,111,281CommonSOLE
30034W106EVRGEVERGY INC$73.1M0.13%1,379,325CommonSOLE
902653104UDRUDR INC$72.6M0.13%1,763,335CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$72.2M0.13%821,568CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$72.0M0.13%68,500PUTSOLE
816851109SRESEMPRA$71.9M0.13%945,458CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$71.8M0.13%129,770CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$71.4M0.12%1,096,592CommonSOLE
532457108LLYELI LILLY & CO$71.4M0.12%78,814CommonSOLE
013091103ACIALBERTSONS COS INC$71.3M0.12%3,608,717CommonSOLE
92826C839VVISA INC$71.2M0.12%271,200PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$70.9M0.12%181,300PUTSOLE
G54950103LINLINDE PLC$70.9M0.12%161,500PUTSOLE
620076307MSIMOTOROLA SOLUTIONS INC$70.9M0.12%183,548CommonSOLE
565394103CARTMAPLEBEAR INC$70.6M0.12%2,196,178CommonSOLE
285512109EAELECTRONIC ARTS INC$69.9M0.12%502,000PUTSOLE
942622200WSOWATSCO INC$69.8M0.12%150,764CommonSOLE
222795502CUZCOUSINS PPTYS INC$69.6M0.12%3,004,482CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$69.5M0.12%257,521CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$69.5M0.12%153,700PUTSOLE
78464A755XMESPDR SER TR$69.5M0.12%1,171,400PUTSOLE
879369106TFXTELEFLEX INCORPORATED$69.1M0.12%328,359CommonSOLE
03073E105CORCENCORA INC$69.1M0.12%306,539CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$69.0M0.12%1,245,194CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$69.0M0.12%720,800PUTSOLE
701094104PHPARKER-HANNIFIN CORP$68.7M0.12%135,847CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$67.9M0.12%413,589CommonSOLE
26701L100BROSDUTCH BROS INC$67.1M0.12%1,621,471CommonSOLE
418100103HCP2EURHASHICORP INC$67.0M0.12%1,989,345CommonSOLE
92939U106WECWEC ENERGY GROUP INC$66.8M0.12%851,821CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$66.7M0.12%797,499CommonSOLE
670346105NUENUCOR CORP$66.6M0.12%421,458CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$66.5M0.12%364,481CommonSOLE
369550108GDGENERAL DYNAMICS CORP$66.4M0.12%228,855CommonSOLE
855244109SBUXSTARBUCKS CORP$66.1M0.12%849,386CommonSOLE
74736K101QRVOQORVO INC$65.4M0.11%563,361CommonSOLE
92276F100VTRVENTAS INC$65.1M0.11%1,270,917CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$65.0M0.11%471,400CALLSOLE
37940X102GPNGLOBAL PMTS INC$64.8M0.11%670,325CommonSOLE
166764100CVXCHEVRON CORP NEW$64.5M0.11%412,200CALLSOLE
594918104MSFTMICROSOFT CORP$64.4M0.11%144,000CALLSOLE
30303M102METAMETA PLATFORMS INC$64.3M0.11%127,600PUTSOLE
009158106APDAIR PRODS & CHEMS INC$64.3M0.11%249,322CommonSOLE
G8068L108SNSHARKNINJA INC$63.8M0.11%849,007CommonSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$63.2M0.11%2,851,953CommonSOLE
74967X103RHRH$63.0M0.11%257,727CommonSOLE
189054109CLXCLOROX CO DEL$62.7M0.11%459,124CommonSOLE
01741R102ATIATI INC$62.2M0.11%1,120,842CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$61.7M0.11%2,413,956CommonSOLE
78468R556XOPSPDR SER TR$61.4M0.11%422,200CALLSOLE
G25508105CRHCRH PLC$61.2M0.11%816,611CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$61.1M0.11%612,341CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$60.8M0.11%3,742,969CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$60.8M0.11%666,616CommonSOLE
30231G102XOMEXXON MOBIL CORP$60.3M0.11%523,900CALLSOLE
254687106DISDISNEY WALT CO$60.1M0.11%604,900PUTSOLE
904311107UAAUNDER ARMOUR INC$59.8M0.10%8,961,263CommonSOLE
88642R109TDWTIDEWATER INC NEW$58.9M0.10%619,138CommonSOLE
860630102SFSTIFEL FINL CORP$58.7M0.10%697,452CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$58.6M0.10%1,076,307CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$58.5M0.10%2,031,304CommonSOLE
31428X106FDXFEDEX CORP$58.3M0.10%194,500PUTSOLE
29446M102EQNREQUINOR ASA$58.3M0.10%2,040,419CommonSOLE
297178105ESSESSEX PPTY TR INC$57.8M0.10%212,245CommonSOLE
67066G104NVDANVIDIA CORPORATION$57.7M0.10%466,900CALLSOLE
515098101LSTRLANDSTAR SYS INC$57.6M0.10%312,248CommonSOLE
172062101CINFCINCINNATI FINL CORP$57.5M0.10%487,017CommonSOLE
437076102HDHOME DEPOT INC$57.0M0.10%165,684CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$57.0M0.10%51,001,000CommonSOLE
07831C103BRBRBELLRING BRANDS INC$56.7M0.10%992,877CommonSOLE
23804L103DDOGDATADOG INC$56.6M0.10%436,562CommonSOLE
046353108AZNNASTRAZENECA PLC$56.2M0.10%720,003CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$55.9M0.10%2,850,553CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$55.8M0.10%1,174,107CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$55.6M0.10%3,442,143CommonSOLE
69370C100PTCPTC INC$55.5M0.10%305,657CommonSOLE
98585X104YETIYETI HLDGS INC$55.4M0.10%1,452,967CommonSOLE
670346105NUENUCOR CORP$55.3M0.10%349,900PUTSOLE
876030107TPRTAPESTRY INC$55.1M0.10%1,287,903CommonSOLE
78468R622JNKSPDR SER TR$54.8M0.10%581,053CommonSOLE
670100205NVONOVO-NORDISK A S$54.8M0.10%383,644CommonSOLE
447011107HUNHUNTSMAN CORP$54.6M0.10%2,396,083CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$54.2M0.09%632,500PUTSOLE
74834L100DGXQUEST DIAGNOSTICS INC$53.8M0.09%393,056CommonSOLE
617446448MSMORGAN STANLEY$53.5M0.09%550,000PUTSOLE
09581B103OWLBLUE OWL CAPITAL INC$52.9M0.09%2,978,795CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$52.8M0.09%776,837CommonSOLE
16679L109CHWYCHEWY INC$52.7M0.09%1,933,510CommonSOLE
778296103ROSTROSS STORES INC$52.5M0.09%361,023CommonSOLE
81211K100SDASEALED AIR CORP NEW$52.2M0.09%1,499,597CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$51.7M0.09%1,265,432CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$51.3M0.09%1,077,321CommonSOLE
448579102HHYATT HOTELS CORP$51.1M0.09%336,388CommonSOLE
02079K107GOOGALPHABET INC$50.7M0.09%276,500PUTSOLE
92189F676SMHVANECK ETF TRUST$50.6M0.09%194,000PUTSOLE
171340102CHDCHURCH & DWIGHT CO INC$50.5M0.09%487,522CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$50.1M0.09%1,387,175CommonSOLE
917047102URBNURBAN OUTFITTERS INC$50.0M0.09%1,218,800CommonSOLE
03831W108APPAPPLOVIN CORP$50.0M0.09%601,132CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$49.6M0.09%407,400PUTSOLE
060505104BACBANK AMERICA CORP$49.6M0.09%1,247,800PUTSOLE
704551100BTUPEABODY ENERGY CORP$49.5M0.09%2,237,691CommonSOLE
872590104TMUST-MOBILE US INC$49.5M0.09%280,700PUTSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$49.2M0.09%3,575,270CommonSOLE
60937P106MDBMONGODB INC$49.1M0.09%196,534CommonSOLE
303250104FICOFAIR ISAAC CORP$48.9M0.09%32,880CommonSOLE
222070203COTYCOTY INC$48.9M0.09%4,884,546CommonSOLE
82981J109SITCUSDSITE CTRS CORP$48.7M0.09%3,360,504CommonSOLE
26856L103ELFE L F BEAUTY INC$48.7M0.09%230,953CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$48.3M0.08%1,325,828CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$48.3M0.08%240,915CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$48.2M0.08%94,600PUTSOLE
34354P105FLSFLOWSERVE CORP$47.9M0.08%995,233CommonSOLE
03852U106ARMKARAMARK$47.5M0.08%1,397,454CommonSOLE
00724F101ADBEADOBE INC$47.1M0.08%84,820CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$47.1M0.08%22,500,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$47.0M0.08%182,802CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$46.9M0.08%467,545CommonSOLE
87612E106TGTTARGET CORP$46.8M0.08%316,100PUTSOLE
37959E102GLGLOBE LIFE INC$46.8M0.08%568,227CommonSOLE
85254J102STAGSTAG INDL INC$46.6M0.08%1,293,277CommonSOLE
126650100CVSCVS HEALTH CORP$46.5M0.08%787,149CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$46.2M0.08%610,036CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$45.8M0.08%373,802CommonSOLE
82836G102SBOWEURSILVERBOW RES INC$45.1M0.08%1,193,243CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$45.1M0.08%53,100CALLSOLE
11135F101AVGOBROADCOM INC$45.1M0.08%28,100PUTSOLE
947890109WBSWEBSTER FINL CORP$45.1M0.08%1,034,089CommonSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$44.8M0.08%34,202,000CommonSOLE
12504L109CBRECBRE GROUP INC$44.7M0.08%501,111CommonSOLE
30303M102METAMETA PLATFORMS INC$44.5M0.08%88,300CALLSOLE
29362U104ENTGENTEGRIS INC$44.3M0.08%327,385CommonSOLE
20030N101CMCSACOMCAST CORP NEW$44.1M0.08%1,126,948CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$43.9M0.08%767,399CommonSOLE
00912X302ALAIR LEASE CORP$43.8M0.08%920,877CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$43.8M0.08%216,400CALLSOLE
92345Y106VRSKVERISK ANALYTICS INC$43.7M0.08%162,296CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$43.6M0.08%378,264CommonSOLE
22822V101CCICROWN CASTLE INC$43.6M0.08%446,363CommonSOLE
595112103MUMICRON TECHNOLOGY INC$43.5M0.08%330,402CommonSOLE
912909AT5X 5 11/01/26UNITED STATES STL CORP$42.8M0.07%15,000,000CommonSOLE
831865209AOSSMITH A O CORP$42.3M0.07%517,382CommonSOLE
83444M101SOLVSOLVENTUM CORP$42.2M0.07%798,876CommonSOLE
457730109INSPINSPIRE MED SYS INC$42.2M0.07%315,098CommonSOLE
H11356104BGBUNGE GLOBAL SA$42.2M0.07%394,811CommonSOLE
85225A1078DTSQUARESPACE INC$42.0M0.07%962,313CommonSOLE
55306N104MKSIMKS INSTRS INC$42.0M0.07%321,430CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$41.8M0.07%473,600CALLSOLE
80105N105SNYSANOFI$41.8M0.07%861,593CommonSOLE
77311W101RKTROCKET COS INC$41.6M0.07%3,036,738CommonSOLE
103304101BYDBOYD GAMING CORP$41.5M0.07%753,961CommonSOLE
92189F676SMHVANECK ETF TRUST$41.5M0.07%159,200CALLSOLE
G4705A100ICLRICON PLC$41.4M0.07%132,106CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$41.3M0.07%660,000PUTSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$41.3M0.07%1,177,672CommonSOLE
64828T201RITMRITHM CAPITAL CORP$41.2M0.07%3,780,878CommonSOLE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$41.1M0.07%42,500,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$41.0M0.07%121,056CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$40.9M0.07%317,377CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$40.9M0.07%235,298CommonSOLE
402635502GPORGULFPORT ENERGY CORP$40.8M0.07%270,091CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$40.7M0.07%988,339CommonSOLE
142339100CSLCARLISLE COS INC$40.6M0.07%100,091CommonSOLE
247361702DALDELTA AIR LINES INC DEL$40.5M0.07%853,400PUTSOLE
67059N108NTNXNUTANIX INC$40.4M0.07%710,723CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$40.3M0.07%1,217,962CommonSOLE
655664100JWNUSDNORDSTROM INC$40.2M0.07%1,893,957CommonSOLE
679295105OKTAOKTA INC$40.2M0.07%428,947CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$40.1M0.07%1,199,940CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$40.0M0.07%587,661CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$39.7M0.07%272,700PUTSOLE
023135106AMZNAMAZON COM INC$39.7M0.07%205,600CALLSOLE
87161C501SYU1SYNOVUS FINL CORP$39.6M0.07%984,101CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$38.7M0.07%2,661,070CommonSOLE
747525103QCOMQUALCOMM INC$38.6M0.07%193,600PUTSOLE
440452100HRLHORMEL FOODS CORP$38.5M0.07%1,263,109CommonSOLE
65249B109NWSANEWS CORP NEW$38.5M0.07%1,395,417CommonSOLE
626755102MUSAMURPHY USA INC$38.3M0.07%81,683CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$38.3M0.07%31,499,000CommonSOLE
422806109HEIHEICO CORP NEW$38.3M0.07%171,382CommonSOLE
912008109USFDUS FOODS HLDG CORP$38.3M0.07%722,644CommonSOLE
892672106TWTRADEWEB MKTS INC$38.2M0.07%360,560CommonSOLE
744320102PRUPRUDENTIAL FINL INC$38.1M0.07%325,000CALLSOLE
770700102HOODROBINHOOD MKTS INC$37.9M0.07%1,669,480CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$37.6M0.07%597,100PUTSOLE
59156R108METMETLIFE INC$37.6M0.07%535,500PUTSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$37.5M0.07%35,000,000CommonSOLE
81141R100SESEA LTD$37.4M0.07%523,700CALLSOLE
09247X101BLKCHFBLACKROCK INC$37.3M0.07%47,400PUTSOLE
758849103REGREGENCY CTRS CORP$37.3M0.07%599,607CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$37.1M0.06%2,131,189CommonSOLE
55616P104MMACYS INC$37.1M0.06%1,929,863CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$37.0M0.06%1,916,771CommonSOLE
09075V102BNTXBIONTECH SE$36.6M0.06%455,918CommonSOLE
536797103LADLITHIA MTRS INC$36.6M0.06%145,064CommonSOLE
444859102HUMHUMANA INC$36.5M0.06%97,700PUTSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$36.4M0.06%4,540,560CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$36.4M0.06%336,850CommonSOLE
754907103RYNRAYONIER INC$36.2M0.06%1,243,635CommonSOLE
771049103RBLXROBLOX CORP$36.1M0.06%971,058CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$36.0M0.06%448,046CommonSOLE
45784P101PODDINSULET CORP$35.9M0.06%177,741CommonSOLE
59156R108METMETLIFE INC$35.8M0.06%510,000CALLSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$35.8M0.06%1,060,691CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$35.7M0.06%490,506CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$35.7M0.06%1,052,730CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$35.4M0.06%135,000CALLSOLE
438516106HONHONEYWELL INTL INC$35.4M0.06%165,700PUTSOLE
77543R102ROKUROKU INC$35.2M0.06%587,027CommonSOLE
038222105AMATAPPLIED MATLS INC$35.2M0.06%149,043CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$35.2M0.06%147,300PUTSOLE
109641100EATBRINKER INTL INC$35.0M0.06%483,874CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$34.9M0.06%8,800PUTSOLE
68389X105ORCLORACLE CORP$34.8M0.06%246,719CommonSOLE
88160R101TSLATESLA INC$34.8M0.06%176,000CALLSOLE
438516106HONHONEYWELL INTL INC$34.7M0.06%162,600CALLSOLE
01748X102ALGTALLEGIANT TRAVEL CO$34.7M0.06%690,824CommonSOLE
N5749R1002GHMERUS N V$34.6M0.06%585,024CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$34.4M0.06%466,844CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$34.3M0.06%546,621CommonSOLE
464287556IBBISHARES TR$34.3M0.06%250,000PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$34.2M0.06%589,867CommonSOLE
68389X105ORCLORACLE CORP$34.2M0.06%241,900PUTSOLE
87612G101TRGPTARGA RES CORP$34.1M0.06%264,719CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$34.0M0.06%500,000CALLSOLE
443510607HUBBHUBBELL INC$34.0M0.06%92,977CommonSOLE
883203101TXTTEXTRON INC$34.0M0.06%395,765CommonSOLE
78573NAE2SABHLD 4 04/15/25SABRE GLBL INC$33.9M0.06%35,304,000CommonSOLE
770323103RHIROBERT HALF INC.$33.9M0.06%529,133CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$33.8M0.06%203,890CommonSOLE
407497106HLNEHAMILTON LANE INC$33.5M0.06%271,368CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$33.4M0.06%11,811,000CALLSOLE
320517105FHNFIRST HORIZON CORPORATION$33.4M0.06%2,114,825CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$33.3M0.06%34,000,000CommonSOLE
H1467J104CBCHUBB LIMITED$33.2M0.06%130,300PUTSOLE
151290889CXCEMEX SAB DE CV$33.2M0.06%5,197,475CommonSOLE
H1467J104CBCHUBB LIMITED$33.2M0.06%130,000CALLSOLE
N14506104ESTCELASTIC N V$33.1M0.06%290,242CommonSOLE
26817Q886DXDYNEX CAP INC$33.0M0.06%2,767,226CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$33.0M0.06%254,208CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$33.0M0.06%914,557CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$32.8M0.06%119,958CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$32.7M0.06%426,388CommonSOLE
419879101HANHAWAIIAN HOLDINGS INC$32.6M0.06%2,621,300CommonSOLE
23282W605CYTKCYTOKINETICS INC$32.6M0.06%601,367CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$32.4M0.06%300,000PUTSOLE
595112103MUMICRON TECHNOLOGY INC$32.2M0.06%244,500PUTSOLE
69007J106OUTFRONT MEDIA INC$32.1M0.06%2,248,176CommonSOLE
403949100DINOHF SINCLAIR CORP$31.8M0.06%597,024CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$31.8M0.06%72,100CALLSOLE
87807B107TRPTC ENERGY CORP$31.7M0.06%837,423CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$31.7M0.06%450,000PUTSOLE
128030202CALMCAL MAINE FOODS INC$31.7M0.06%518,090CommonSOLE
92243G108PCVXVAXCYTE INC$31.6M0.06%418,715CommonSOLE
920253101VMIVALMONT INDS INC$31.6M0.06%115,074CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$31.4M0.05%1,097,803CommonSOLE
816850101SMTCSEMTECH CORP$31.3M0.05%1,046,411CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$31.2M0.05%1,409,062CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$31.2M0.05%441,482CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$31.2M0.05%306,787CommonSOLE
038222105AMATAPPLIED MATLS INC$31.1M0.05%131,900PUTSOLE
G3198U102ESNTESSENT GROUP LTD$30.7M0.05%547,237CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$30.6M0.05%348,525CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$30.5M0.05%150,000PUTSOLE
525327102LDOSLEIDOS HOLDINGS INC$30.5M0.05%208,992CommonSOLE
146869102CVNACARVANA CO$30.5M0.05%236,647CommonSOLE
88160R101TSLATESLA INC$30.4M0.05%153,500PUTSOLE
369604301GEGE AEROSPACE$30.3M0.05%190,661CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$30.3M0.05%59,500CALLSOLE
534187109LNCLINCOLN NATL CORP IND$30.3M0.05%972,832CommonSOLE
443320106HUBGHUB GROUP INC$30.2M0.05%700,962CommonSOLE
464287234EEMISHARES TR$30.1M0.05%707,300CALLSOLE
075887109BDXBECTON DICKINSON & CO$30.1M0.05%128,841CommonSOLE
410867105THGHANOVER INS GROUP INC$30.1M0.05%239,725CommonSOLE
116794108BRKRBRUKER CORP$30.1M0.05%471,179CommonSOLE
464287432TLTISHARES TR$29.9M0.05%325,723CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$29.9M0.05%1,193,084CommonSOLE
71375U101PRFTUSDPERFICIENT INC$29.7M0.05%396,508CommonSOLE
733174700BPOPPOPULAR INC$29.6M0.05%335,101CommonSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$29.3M0.05%18,500,000CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$28.9M0.05%603,987CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$28.8M0.05%733,930CommonSOLE
04621X108AIZASSURANT INC$28.8M0.05%173,415CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$28.7M0.05%73,300CALLSOLE
549498103CCIVGBPLUCID GROUP INC$28.6M0.05%10,948,300PUTSOLE
384802104GWWGRAINGER W W INC$28.6M0.05%31,644CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$28.5M0.05%301,302CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$28.4M0.05%750,000PUTSOLE
444859102HUMHUMANA INC$28.3M0.05%75,800CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$28.3M0.05%392,783CommonSOLE
64110L106NFLXNETFLIX INC$28.2M0.05%41,800PUTSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$28.2M0.05%31,000,000CommonSOLE
57686G105MATXMATSON INC$28.1M0.05%214,771CommonSOLE
571903202MARMARRIOTT INTL INC NEW$28.0M0.05%116,008CommonSOLE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$27.9M0.05%25,000,000CommonSOLE
90187B804TWOTWO HBRS INVT CORP$27.9M0.05%2,112,000CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$27.9M0.05%406,714CommonSOLE
29978A104EVBGEUREVERBRIDGE INC$27.8M0.05%793,191CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$27.7M0.05%141,040CommonSOLE
64119V303NTSTNETSTREIT CORP$27.6M0.05%1,714,582CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$27.6M0.05%231,925CommonSOLE
863667101SYKSTRYKER CORPORATION$27.6M0.05%81,000PUTSOLE
05352A100AVTRAVANTOR INC$27.5M0.05%1,298,966CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$27.3M0.05%730,885CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$27.2M0.05%980,855CommonSOLE
637417106NNNNNN REIT INC$27.1M0.05%636,376CommonSOLE
02079K305GOOGLALPHABET INC$27.1M0.05%148,817CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$27.0M0.05%1,530,816CommonSOLE
554489104VREVERIS RESIDENTIAL INC$27.0M0.05%1,799,955CommonSOLE

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.