MondegarAI
BALYASNY ASSET MANAGEMENT L.P.

Q1 2025 · 13F-HR

BALYASNY ASSET MANAGEMENT L.P.holdings as filed

Filed 2025-05-15 · accession 0000950123-25-005606

$60.48B
Reported value
2,727
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2727

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$1.27B2.10%6,359,500PUTSOLE
46090E103QQQINVESCO QQQ TR$996.5M1.65%2,125,100CALLSOLE
46090E103QQQINVESCO QQQ TR$932.0M1.54%1,987,600PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$931.8M1.54%18,707,200PUTSOLE
594918104MSFTMICROSOFT CORP$867.9M1.43%2,311,900PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$638.4M1.06%1,141,304CommonSOLE
037833100AAPLAPPLE INC$635.3M1.05%2,860,000PUTSOLE
023135106AMZNAMAZON COM INC$547.3M0.90%2,876,520CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$530.9M0.88%5,681,400PUTSOLE
464287200IVVISHARES TR$513.3M0.85%913,424CommonSOLE
023135106AMZNAMAZON COM INC$501.7M0.83%2,636,800PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$447.7M0.74%800,400CALLSOLE
67066G104NVDANVIDIA CORPORATION$446.2M0.74%4,116,796CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$414.6M0.69%5,296,129CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$413.7M0.68%754,793CommonSOLE
92189F106GDXVANECK ETF TRUST$406.2M0.67%8,837,100PUTSOLE
594918104MSFTMICROSOFT CORP$396.1M0.65%1,055,050CommonSOLE
922908769VTIVANGUARD INDEX FDS$369.5M0.61%1,344,381CommonSOLE
90384S303ULTAULTA BEAUTY INC$353.9M0.59%965,400CALLSOLE
30303M102METAMETA PLATFORMS INC$352.9M0.58%612,226CommonSOLE
461202103INTUINTUIT$350.9M0.58%571,488CommonSOLE
949746101WMT2WELLS FARGO CO NEW$350.2M0.58%4,878,395CommonSOLE
78464A698KRESPDR SER TR$343.8M0.57%6,047,700PUTSOLE
464287655IWMISHARES TR$333.6M0.55%1,672,500CALLSOLE
02079K305GOOGLALPHABET INC$321.2M0.53%2,073,900PUTSOLE
254709108DFSEURDISCOVER FINL SVCS$300.2M0.50%1,758,878CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$297.9M0.49%2,257,912CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$259.0M0.43%1,311,800PUTSOLE
053332102AZOAUTOZONE INC$255.2M0.42%66,934CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$250.9M0.41%4,286,783CommonSOLE
166764100CVXCHEVRON CORP NEW$246.9M0.41%1,476,100PUTSOLE
81369Y886XLUSELECT SECTOR SPDR TR$240.8M0.40%3,053,900PUTSOLE
49271V100KDPKEURIG DR PEPPER INC$240.1M0.40%7,017,601CommonSOLE
92826C839VVISA INC$239.2M0.40%682,500PUTSOLE
235851102DHRDANAHER CORPORATION$238.5M0.39%1,163,248CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$237.2M0.39%1,144,438CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$232.9M0.39%4,811,251CommonSOLE
037833100AAPLAPPLE INC$230.8M0.38%1,039,000CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$228.4M0.38%732,075CommonSOLE
89832Q109TFCTRUIST FINL CORP$227.9M0.38%5,537,355CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$224.1M0.37%400,700PUTSOLE
88160R101TSLATESLA INC$207.1M0.34%799,000PUTSOLE
64110L106NFLXNETFLIX INC$205.5M0.34%220,387CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$205.1M0.34%1,235,838CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$194.7M0.32%1,333,300PUTSOLE
75513E101RTXRTX CORPORATION$194.5M0.32%1,468,423CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$190.2M0.31%3,817,554CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$187.0M0.31%341,100PUTSOLE
88160R101TSLATESLA INC$186.5M0.31%719,795CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$185.4M0.31%1,838,179CommonSOLE
832696405SJMSMUCKER J M CO$183.4M0.30%1,548,552CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$181.7M0.30%2,587,899CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$179.2M0.30%677,769CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$178.3M0.29%5,174,428CommonSOLE
29444U700EQIXEQUINIX INC$177.1M0.29%217,199CommonSOLE
48251W104KKRKKR & CO INC$176.5M0.29%1,526,993CommonSOLE
42809H107HESHESS CORP$174.1M0.29%1,090,251CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$174.1M0.29%2,049,946CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$171.8M0.28%1,468,778CommonSOLE
G0403H108AONAON PLC$171.1M0.28%428,842CommonSOLE
200340107CMACOMERICA INC$165.8M0.27%2,807,372CommonSOLE
438516106HONHONEYWELL INTL INC$161.3M0.27%761,894CommonSOLE
67066G104NVDANVIDIA CORPORATION$161.0M0.27%1,485,800PUTSOLE
30231G102XOMEXXON MOBIL CORP$158.8M0.26%1,335,100PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$157.4M0.26%288,073CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$156.7M0.26%730,161CommonSOLE
303250104FICOFAIR ISAAC CORP$155.8M0.26%84,504CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$154.0M0.25%2,124,433CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$153.7M0.25%2,058,319CommonSOLE
254687106DISDISNEY WALT CO$153.7M0.25%1,557,300PUTSOLE
718172109PMPHILIP MORRIS INTL INC$152.9M0.25%963,401CommonSOLE
256746108DLTRDOLLAR TREE INC$146.1M0.24%1,945,765CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$144.7M0.24%1,408,281CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$142.8M0.24%272,744CommonSOLE
493267108KEYKEYCORP$142.3M0.24%8,899,063CommonSOLE
060505104BACBANK AMERICA CORP$136.1M0.22%3,261,200PUTSOLE
26701L100BROSDUTCH BROS INC$132.7M0.22%2,149,947CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$131.7M0.22%1,285,813CommonSOLE
448579102HHYATT HOTELS CORP$129.8M0.21%1,059,454CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$129.7M0.21%1,758,268CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$129.6M0.21%1,176,958CommonSOLE
830566105SKAASKECHERS U S A INC$129.4M0.21%2,279,633CommonSOLE
78464A870XBISPDR SER TR$128.0M0.21%1,577,900PUTSOLE
30225T102EXREXTRA SPACE STORAGE INC$127.6M0.21%859,249CommonSOLE
031100100AMEAMETEK INC$127.5M0.21%740,474CommonSOLE
07831C103BRBRBELLRING BRANDS INC$126.9M0.21%1,704,525CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$125.7M0.21%253,846CommonSOLE
532457108LLYELI LILLY & CO$125.7M0.21%152,136CommonSOLE
172967424CCITIGROUP INC$125.1M0.21%1,762,700PUTSOLE
15101Q207CLSCELESTICA INC$125.1M0.21%1,587,666CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$122.6M0.20%710,776CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$122.1M0.20%2,452,100CALLSOLE
91529Y106UNMUNUM GROUP$121.7M0.20%1,493,764CommonSOLE
060505104BACBANK AMERICA CORP$121.6M0.20%2,912,939CommonSOLE
143658300CCL1EURCARNIVAL CORP$119.0M0.20%6,093,777CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$118.7M0.20%4,054,001CommonSOLE
833445109SNOWSNOWFLAKE INC$118.6M0.20%811,692CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$117.9M0.19%772,463CommonSOLE
64110L106NFLXNETFLIX INC$117.7M0.19%126,200PUTSOLE
02079K305GOOGLALPHABET INC$117.1M0.19%757,098CommonSOLE
771049103RBLXROBLOX CORP$116.1M0.19%1,992,139CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$116.1M0.19%1,449,086CommonSOLE
12572Q105CMECME GROUP INC$114.9M0.19%432,957CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$114.7M0.19%552,206CommonSOLE
969457100WMBWILLIAMS COS INC$114.2M0.19%1,910,696CommonSOLE
88160R101TSLATESLA INC$114.0M0.19%439,800CALLSOLE
595112103MUMICRON TECHNOLOGY INC$112.8M0.19%1,297,658CommonSOLE
579780206MKCMCCORMICK & CO INC$112.6M0.19%1,367,782CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$112.4M0.19%3,561,140CommonSOLE
882508104TXNTEXAS INSTRS INC$111.9M0.18%622,683CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$111.4M0.18%217,570CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$111.4M0.18%2,635,600CALLSOLE
14149Y108CAHCARDINAL HEALTH INC$110.2M0.18%799,668CommonSOLE
89531P105TREXTREX CO INC$108.7M0.18%1,870,926CommonSOLE
594918104MSFTMICROSOFT CORP$107.8M0.18%287,100CALLSOLE
025537101AEPAMERICAN ELEC PWR CO INC$107.7M0.18%985,879CommonSOLE
466313103JBLJABIL INC$107.7M0.18%791,328CommonSOLE
09062X103BIIBBIOGEN INC$107.6M0.18%786,219CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$107.1M0.18%23,241CommonSOLE
05478C105AZEKAZEK CO INC$105.6M0.17%2,160,185CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$103.9M0.17%5,349,054CommonSOLE
512807306LRCXLAM RESEARCH CORP$103.2M0.17%1,419,731CommonSOLE
216648501COOCOOPER COS INC$102.6M0.17%1,216,273CommonSOLE
25754A201DPZDOMINOS PIZZA INC$101.9M0.17%221,740CommonSOLE
20825C104COPCONOCOPHILLIPS$101.6M0.17%967,347CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$101.0M0.17%1,686,376CommonSOLE
872540109TJXTJX COS INC NEW$100.9M0.17%828,408CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$100.3M0.17%106,054CommonSOLE
N3167Y103RACEFERRARI N V$100.2M0.17%234,251CommonSOLE
209115104EDCONSOLIDATED EDISON INC$98.6M0.16%891,597CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$98.2M0.16%4,577,399CommonSOLE
30303M102METAMETA PLATFORMS INC$98.2M0.16%170,300PUTSOLE
78709Y105SAIASAIA INC$98.1M0.16%280,691CommonSOLE
55087P104LYFTLYFT INC$97.8M0.16%8,239,214CommonSOLE
722304102PDDPDD HOLDINGS INC$97.6M0.16%824,300PUTSOLE
72703H101PLNTPLANET FITNESS INC$97.5M0.16%1,009,098CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$97.0M0.16%871,421CommonSOLE
96208T104WEXWEX INC$96.5M0.16%614,675CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$96.4M0.16%392,900PUTSOLE
464287234EEMISHARES TR$96.1M0.16%2,198,800PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$95.8M0.16%724,353CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$95.6M0.16%1,648,515CommonSOLE
858119100STLDSTEEL DYNAMICS INC$95.2M0.16%760,735CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$95.1M0.16%392,207CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$95.0M0.16%172,660CommonSOLE
G54950103LINLINDE PLC$92.8M0.15%199,363CommonSOLE
008492100ADCAGREE RLTY CORP$92.2M0.15%1,195,091CommonSOLE
G3323L100FNFABRINET$91.4M0.15%462,719CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$91.1M0.15%2,746,567CommonSOLE
816851109SRESEMPRA$91.0M0.15%1,274,929CommonSOLE
958102105WDCWESTERN DIGITAL CORP$90.7M0.15%2,242,487CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$90.6M0.15%95,800PUTSOLE
G3223R108EGEVEREST GROUP LTD$89.0M0.15%244,893CommonSOLE
47215P106JDJD.COM INC$88.7M0.15%2,158,260CommonSOLE
29364G103ETRENTERGY CORP NEW$88.5M0.15%1,035,318CommonSOLE
565394103CARTMAPLEBEAR INC$88.2M0.15%2,210,827CommonSOLE
681919106OMCOMNICOM GROUP INC$88.2M0.15%1,063,328CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$87.9M0.15%1,318,506CommonSOLE
876030107TPRTAPESTRY INC$87.9M0.15%1,247,966CommonSOLE
03073E105CORCENCORA INC$87.9M0.15%315,934CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$87.8M0.15%1,075,600PUTSOLE
15189T107CNPCENTERPOINT ENERGY INC$86.5M0.14%2,386,876CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$84.4M0.14%506,444CommonSOLE
67066G104NVDANVIDIA CORPORATION$84.4M0.14%778,400CALLSOLE
64110L106NFLXNETFLIX INC$83.8M0.14%89,900CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$83.8M0.14%2,494,090CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$83.7M0.14%1,981,673CommonSOLE
55354G100MSCIMSCI INC$83.7M0.14%148,025CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$83.3M0.14%635,800PUTSOLE
988498101YUMYUM BRANDS INC$83.0M0.14%527,228CommonSOLE
92189F676SMHVANECK ETF TRUST$82.9M0.14%392,100PUTSOLE
78464A714XRTSPDR SER TR$82.5M0.14%1,194,800PUTSOLE
701094104PHPARKER-HANNIFIN CORP$81.9M0.14%134,771CommonSOLE
30034W106EVRGEVERGY INC$81.9M0.14%1,188,010CommonSOLE
437076102HDHOME DEPOT INC$81.8M0.14%223,117CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$81.5M0.13%396,657CommonSOLE
487836108KKELLANOVA$81.1M0.13%982,678CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$81.0M0.13%774,273CommonSOLE
311900104FASTFASTENAL CO$80.2M0.13%1,033,528CommonSOLE
260003108DOVDOVER CORP$79.2M0.13%450,543CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$78.7M0.13%355,367CommonSOLE
126650100CVSCVS HEALTH CORP$78.6M0.13%1,160,420CommonSOLE
889478103TOLTOLL BROTHERS INC$78.3M0.13%741,253CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$78.2M0.13%387,911CommonSOLE
74967X103RHRH$77.7M0.13%331,651CommonSOLE
011659109ALKALASKA AIR GROUP INC$77.5M0.13%1,574,889CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$77.2M0.13%354,914CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$76.3M0.13%655,663CommonSOLE
654106103NKENIKE INC$76.0M0.13%1,197,100CALLSOLE
16679L109CHWYCHEWY INC$74.5M0.12%2,292,701CommonSOLE
609207105MDLZMONDELEZ INTL INC$74.5M0.12%1,097,799CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$74.1M0.12%793,098CommonSOLE
501044101KRKROGER CO$73.3M0.12%1,082,658CommonSOLE
109696104BCOBRINKS CO$73.1M0.12%848,993CommonSOLE
464287432TLTISHARES TR$72.5M0.12%796,500CALLSOLE
912909108USX1UNITED STATES STL CORP NEW$72.2M0.12%1,707,600PUTSOLE
02005N100ALLYALLY FINL INC$71.9M0.12%1,972,636CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$71.9M0.12%734,548CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$71.7M0.12%298,843CommonSOLE
14174T107CTRECARETRUST REIT INC$71.0M0.12%2,484,689CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$71.0M0.12%2,938,800CALLSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$70.8M0.12%1,974,727CommonSOLE
093671105HRBBLOCK H & R INC$70.7M0.12%1,286,896CommonSOLE
375558103GILDGILEAD SCIENCES INC$70.4M0.12%628,569CommonSOLE
22052L104CTVACORTEVA INC$70.4M0.12%1,119,131CommonSOLE
888787108TOSTTOAST INC$70.0M0.12%2,110,655CommonSOLE
45667GAG8INFN 3.75 08/01/28INFINERA CORP$69.9M0.12%54,627,000CommonSOLE
337932107FEFIRSTENERGY CORP$69.8M0.12%1,727,635CommonSOLE
097023105BABOEING CO$69.8M0.12%409,155CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$69.7M0.12%997,715CommonSOLE
023135106AMZNAMAZON COM INC$69.5M0.11%365,500CALLSOLE
743315103PGRPROGRESSIVE CORP$69.5M0.11%245,603CommonSOLE
458140100INTCINTEL CORP$69.4M0.11%3,053,976CommonSOLE
12504L109CBRECBRE GROUP INC$68.9M0.11%527,170CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$68.8M0.11%520,500PUTSOLE
626755102MUSAMURPHY USA INC$68.3M0.11%145,276CommonSOLE
576323109MTZMASTEC INC$67.9M0.11%581,444CommonSOLE
404030108HEESEURH & E EQUIPMENT SERVICES INC$67.8M0.11%715,409CommonSOLE
872590104TMUST-MOBILE US INC$67.5M0.11%253,155CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$67.5M0.11%199,777CommonSOLE
136385101CNQCANADIAN NAT RES LTD$67.1M0.11%2,179,556CommonSOLE
88031M109TSTENARIS S A$67.1M0.11%1,714,769CommonSOLE
907818108UNPUNION PAC CORP$66.5M0.11%281,500PUTSOLE
12503M108CBOECBOE GLOBAL MKTS INC$66.5M0.11%293,835CommonSOLE
31428X106FDXFEDEX CORP$66.4M0.11%272,551CommonSOLE
92189F106GDXVANECK ETF TRUST$66.4M0.11%1,444,446CommonSOLE
78464A714XRTSPDR SER TR$66.4M0.11%960,800CALLSOLE
09857L108BKNGBOOKING HOLDINGS INC$66.3M0.11%14,400PUTSOLE
001055102AFLAFLAC INC$65.5M0.11%589,402CommonSOLE
90138F102TWLOTWILIO INC$65.4M0.11%667,819CommonSOLE
892672106TWTRADEWEB MKTS INC$65.3M0.11%440,000CALLSOLE
17275R102CSCOCISCO SYS INC$64.9M0.11%1,052,500PUTSOLE
075887109BDXBECTON DICKINSON & CO$64.9M0.11%283,301CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$64.8M0.11%824,405CommonSOLE
78464A698KRESPDR SER TR$64.6M0.11%1,136,022CommonSOLE
929089100VOYAVOYA FINANCIAL INC$64.3M0.11%949,452CommonSOLE
00206R102TAT&T INC$64.3M0.11%2,273,219CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$64.1M0.11%100,970,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$64.0M0.11%385,659CommonSOLE
66987V109NVSNOVARTIS AG$63.9M0.11%573,403CommonSOLE
59001A102MTHMERITAGE HOMES CORP$63.5M0.10%895,748CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$63.3M0.10%5,082,700PUTSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$62.3M0.10%184,280CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$62.1M0.10%3,056,491CommonSOLE
Y2573F102FLEXFLEX LTD$62.0M0.10%1,872,909CommonSOLE
11135F101AVGOBROADCOM INC$61.2M0.10%365,679CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$61.0M0.10%3,044,008CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$60.5M0.10%1,507,281CommonSOLE
046353108AZNNASTRAZENECA PLC$60.1M0.10%817,984CommonSOLE
03831W108APPAPPLOVIN CORP$60.0M0.10%226,351CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$59.8M0.10%596,963CommonSOLE
G87110105FTITECHNIPFMC PLC$59.8M0.10%1,886,487CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$59.6M0.10%1,576,588CommonSOLE
406216101HALHALLIBURTON CO$59.3M0.10%2,337,374CommonSOLE
872590104TMUST-MOBILE US INC$58.9M0.10%220,800PUTSOLE
885160101THOTHOR INDS INC$58.6M0.10%773,374CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$58.6M0.10%283,900PUTSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$58.5M0.10%2,326,464CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$58.1M0.10%335,636CommonSOLE
92343E102VRSNVERISIGN INC$57.6M0.10%227,063CommonSOLE
369604301GEGE AEROSPACE$57.5M0.10%287,100CommonSOLE
632307104NTRANATERA INC$56.9M0.09%402,569CommonSOLE
254687106DISDISNEY WALT CO$56.9M0.09%576,062CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$56.6M0.09%674,320CommonSOLE
778296103ROSTROSS STORES INC$56.4M0.09%441,250CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$56.2M0.09%113,005CommonSOLE
229663109CUBECUBESMART$56.0M0.09%1,310,493CommonSOLE
871607107SNPSSYNOPSYS INC$55.8M0.09%130,149CommonSOLE
233051879ASHRDBX ETF TR$55.8M0.09%2,100,100PUTSOLE
95040Q104WELLWELLTOWER INC$55.7M0.09%363,420CommonSOLE
004239109AKRACADIA RLTY TR$55.6M0.09%2,653,429CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$55.5M0.09%2,036,738CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$55.1M0.09%95,000CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$54.7M0.09%38,158CommonSOLE
02209S103MOALTRIA GROUP INC$54.4M0.09%906,789CommonSOLE
023436108AMEDAMEDISYS INC$54.4M0.09%587,262CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$53.9M0.09%1,652,388CommonSOLE
122017106BURLBURLINGTON STORES INC$53.1M0.09%222,784CommonSOLE
156504300CCSCENTURY CMNTYS INC$53.0M0.09%790,418CommonSOLE
013091103ACIALBERTSONS COS INC$52.8M0.09%2,402,749CommonSOLE
G5960L103MDTMEDTRONIC PLC$52.7M0.09%586,793CommonSOLE
87807B107TRPTC ENERGY CORP$52.7M0.09%1,115,714CommonSOLE
219350105GLWCORNING INC$52.4M0.09%1,145,613CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$52.4M0.09%119,764CommonSOLE
G7S00T104PNRPENTAIR PLC$52.2M0.09%597,191CommonSOLE
960413102WLKWESTLAKE CORPORATION$52.2M0.09%521,876CommonSOLE
896945201TRIPTRIPADVISOR INC$52.1M0.09%3,680,283CommonSOLE
G87052109TELTE CONNECTIVITY PLC$52.1M0.09%368,978CommonSOLE
69331C108PCGPG&E CORP$52.0M0.09%3,027,122CommonSOLE
02079K107GOOGALPHABET INC$51.9M0.09%332,499CommonSOLE
92276F100VTRVENTAS INC$51.9M0.09%754,772CommonSOLE
534187109LNCLINCOLN NATL CORP IND$51.9M0.09%1,444,488CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$51.9M0.09%662,400CALLSOLE
695156109PKGPACKAGING CORP AMER$51.7M0.09%261,243CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$51.6M0.09%600,300PUTSOLE
M98068105WIXWIX COM LTD$51.5M0.09%315,184CommonSOLE
189054109CLXCLOROX CO DEL$51.3M0.08%348,364CommonSOLE
42809H107HESHESS CORP$51.1M0.08%320,000PUTSOLE
02079K107GOOGALPHABET INC$51.0M0.08%327,100PUTSOLE
46428Q109SLVISHARES SILVER TR$50.8M0.08%1,640,000PUTSOLE
670346105NUENUCOR CORP$50.8M0.08%422,000CALLSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$50.8M0.08%50,500,000CommonSOLE
549498103CCIVGBPLUCID GROUP INC$50.7M0.08%20,930,000PUTSOLE
30303M102METAMETA PLATFORMS INC$50.6M0.08%87,800CALLSOLE
88033G407THCTENET HEALTHCARE CORP$50.4M0.08%374,481CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$50.1M0.08%535,930CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$50.0M0.08%1,742,860CommonSOLE
87043Q108SGSWEETGREEN INC$49.8M0.08%1,988,424CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$49.3M0.08%660,648CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$49.3M0.08%47,500,000CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$49.1M0.08%1,942,036CommonSOLE
G491BT108IVZINVESCO LTD$48.9M0.08%3,220,523CommonSOLE
94419L101WWAYFAIR INC$48.8M0.08%1,524,870CommonSOLE
85423L103SAROSTANDARDAERO INC$48.7M0.08%1,827,953CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$48.5M0.08%369,091CommonSOLE
487836108KKELLANOVA$48.5M0.08%587,400PUTSOLE
78468R556XOPSPDR SER TR$48.4M0.08%367,500CALLSOLE
055622104BPBP PLC$48.4M0.08%1,431,632CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$48.2M0.08%1,051,564CommonSOLE
64828T201RITMRITHM CAPITAL CORP$48.2M0.08%4,208,063CommonSOLE
166764100CVXCHEVRON CORP NEW$48.0M0.08%287,200CALLSOLE
680033107ONBOLD NATL BANCORP IND$48.0M0.08%2,264,333CommonSOLE
15118V207CELHCELSIUS HLDGS INC$47.8M0.08%1,341,095CommonSOLE
690742101OCOWENS CORNING NEW$47.6M0.08%333,486CommonSOLE
46284V101IRMIRON MTN INC DEL$47.6M0.08%553,548CommonSOLE
617446448MSMORGAN STANLEY$46.9M0.08%402,200PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$46.5M0.08%630,900PUTSOLE
536797103LADLITHIA MTRS INC$46.2M0.08%157,368CommonSOLE
403949100DINOHF SINCLAIR CORP$46.1M0.08%1,403,457CommonSOLE
109641100EATBRINKER INTL INC$46.0M0.08%308,751CommonSOLE
35137L105FOXAFOX CORP$46.0M0.08%812,783CommonSOLE
911363109URIUNITED RENTALS INC$46.0M0.08%73,350CommonSOLE
11135F101AVGOBROADCOM INC$45.7M0.08%273,200PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$45.6M0.08%699,400PUTSOLE
637870106NSANATIONAL STORAGE AFFILIATES$45.6M0.08%1,156,971CommonSOLE
89055F103BLDTOPBUILD CORP$45.6M0.08%149,373CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$45.1M0.07%84,700PUTSOLE
254709108DFSEURDISCOVER FINL SVCS$45.1M0.07%264,000PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$45.0M0.07%100,800PUTSOLE
816300107SIGISELECTIVE INS GROUP INC$44.5M0.07%486,480CommonSOLE
443573100HUBSHUBSPOT INC$44.4M0.07%77,777CommonSOLE
747525103QCOMQUALCOMM INC$44.2M0.07%287,500PUTSOLE
465741106ITRIITRON INC$44.1M0.07%421,021CommonSOLE
688239201OSKOSHKOSH CORP$44.0M0.07%468,011CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$43.0M0.07%268,896CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$42.9M0.07%195,153CommonSOLE
21874C102CNMCORE & MAIN INC$42.7M0.07%884,278CommonSOLE
518439104ELLAUDER ESTEE COS INC$42.4M0.07%643,069CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$42.2M0.07%1,480,752CommonSOLE
74935Q107RBARB GLOBAL INC$42.2M0.07%420,885CommonSOLE
67059N108NTNXNUTANIX INC$42.1M0.07%603,300CALLSOLE
103304101BYDBOYD GAMING CORP$42.0M0.07%637,735CommonSOLE
G3922B107GGENPACT LIMITED$41.8M0.07%829,622CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$41.3M0.07%2,868,428CommonSOLE
02079K305GOOGLALPHABET INC$41.1M0.07%265,700CALLSOLE
81211K100SDASEALED AIR CORP NEW$41.0M0.07%1,417,251CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$40.8M0.07%97,100PUTSOLE
770700102HOODROBINHOOD MKTS INC$40.6M0.07%974,700PUTSOLE
565788106MARAMARA HOLDINGS INC$40.6M0.07%3,527,300PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$40.4M0.07%276,800CALLSOLE
983134107WYNNWYNN RESORTS LTD$40.4M0.07%483,420CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$40.0M0.07%322,511CommonSOLE
440452100HRLHORMEL FOODS CORP$39.9M0.07%1,289,713CommonSOLE
92189F676SMHVANECK ETF TRUST$39.9M0.07%188,600CALLSOLE
92686J106VKTXVIKING THERAPEUTICS INC$39.8M0.07%1,648,628CommonSOLE
92826C839VVISA INC$39.7M0.07%113,398CommonSOLE
55306N104MKSIMKS INSTRS INC$39.6M0.07%494,583CommonSOLE
26875P101EOGEOG RES INC$39.6M0.07%308,862CommonSOLE
31428X106FDXFEDEX CORP$39.4M0.07%161,700CALLSOLE
517834107LVSLAS VEGAS SANDS CORP$39.2M0.06%1,014,331CommonSOLE
032095101APHAMPHENOL CORP NEW$38.9M0.06%593,730CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$38.9M0.06%217,000CALLSOLE
695127100PCRXPACIRA BIOSCIENCES INC$38.9M0.06%1,565,445CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$38.9M0.06%3,341,479CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$38.8M0.06%2,402,926CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$38.7M0.06%406,183CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$38.5M0.06%73,500PUTSOLE
23128Q101CURBCURBLINE PPTYS CORP$38.4M0.06%1,587,407CommonSOLE
464287432TLTISHARES TR$38.4M0.06%421,800PUTSOLE
866674104SUISUN CMNTYS INC$38.1M0.06%296,135CommonSOLE
87612E106TGTTARGET CORP$38.1M0.06%364,800PUTSOLE
443510607HUBBHUBBELL INC$37.9M0.06%114,609CommonSOLE
92189F106GDXVANECK ETF TRUST$37.6M0.06%818,900CALLSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$37.3M0.06%4,177,807CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$37.3M0.06%335,533CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$37.0M0.06%37,500,000CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$37.0M0.06%424,816CommonSOLE
949746101WMT2WELLS FARGO CO NEW$36.6M0.06%510,100PUTSOLE
742718109PGPROCTER AND GAMBLE CO$36.2M0.06%212,400PUTSOLE
37959E102GLGLOBE LIFE INC$36.2M0.06%274,643CommonSOLE
548661107LOWLOWES COS INC$36.1M0.06%154,600PUTSOLE
532457108LLYELI LILLY & CO$35.9M0.06%43,500PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$35.8M0.06%424,690CommonSOLE
40131M109GHGUARDANT HEALTH INC$35.7M0.06%838,992CommonSOLE
629377508NRGNRG ENERGY INC$35.6M0.06%373,404CommonSOLE
860630102SFSTIFEL FINL CORP$35.6M0.06%377,415CommonSOLE
001084102AGCOAGCO CORP$35.4M0.06%382,436CommonSOLE
969904101WSMWILLIAMS SONOMA INC$35.4M0.06%223,725CommonSOLE
002824100ABTABBOTT LABS$35.4M0.06%266,500PUTSOLE
062540109BOHBANK HAWAII CORP$35.3M0.06%511,512CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$35.2M0.06%2,225,216CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$35.1M0.06%55,400PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$35.1M0.06%256,500CALLSOLE
74834L100DGXQUEST DIAGNOSTICS INC$35.1M0.06%207,256CommonSOLE
231561101CWCURTISS WRIGHT CORP$35.1M0.06%110,513CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$34.9M0.06%601,950CommonSOLE
500767306KWEBKRANESHARES TRUST$34.9M0.06%1,000,000PUTSOLE
91704F104UEURBAN EDGE PPTYS$34.9M0.06%1,836,518CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$34.4M0.06%472,400PUTSOLE
44107P104HSTHOST HOTELS & RESORTS INC$34.4M0.06%2,418,694CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$34.2M0.06%1,880,887CommonSOLE
830879102SKYWSKYWEST INC$33.9M0.06%388,458CommonSOLE
20825C104COPCONOCOPHILLIPS$33.7M0.06%320,500PUTSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$33.5M0.06%558,794CommonSOLE
478160104JNJJOHNSON & JOHNSON$33.5M0.06%202,000PUTSOLE
278865100ECLECOLAB INC$33.4M0.06%131,588CommonSOLE
488401100KMPRKEMPER CORP$33.3M0.06%498,076CommonSOLE
06652K103BKUBANKUNITED INC$33.2M0.05%965,314CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$33.1M0.05%753,835CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$32.9M0.05%440,000CALLSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$32.9M0.05%1,703,180CommonSOLE
150870103CECELANESE CORP DEL$32.7M0.05%576,593CommonSOLE
83417Q2040OIASOLARWINDS CORP$32.7M0.05%1,774,875CommonSOLE
136375102CNICANADIAN NATL RY CO$32.6M0.05%334,851CommonSOLE
052769106ADSKAUTODESK INC$32.2M0.05%122,897CommonSOLE
067901108ABXBARRICK GOLD CORP$32.1M0.05%1,649,039CommonSOLE
816850101SMTCSEMTECH CORP$32.0M0.05%930,918CommonSOLE
81730H109SSENTINELONE INC$32.0M0.05%1,760,282CommonSOLE
443201108HWMHOWMET AEROSPACE INC$31.9M0.05%246,105CommonSOLE
G25508105CRHCRH PLC$31.7M0.05%360,577CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$31.6M0.05%1,602,649CommonSOLE
30231G102XOMEXXON MOBIL CORP$31.6M0.05%265,534CommonSOLE
384802104GWWGRAINGER W W INC$31.5M0.05%31,929CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$31.5M0.05%674,564CommonSOLE
55024U109LITELUMENTUM HLDGS INC$31.5M0.05%504,582CommonSOLE
244199105DEDEERE & CO$31.4M0.05%66,934CommonSOLE
654902204NOKNOKIA CORP$31.4M0.05%5,956,635CommonSOLE
45667GAE3INFN 2.5 03/01/27INFINERA CORP$31.3M0.05%26,000,000CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$31.0M0.05%779,718CommonSOLE
146229109CRICARTERS INC$30.8M0.05%753,442CommonSOLE
25746U109DDOMINION ENERGY INC$30.8M0.05%549,120CommonSOLE
N07059210ASMLASML HOLDING N V$30.5M0.05%45,986CommonSOLE
37045V100GMGENERAL MTRS CO$30.3M0.05%643,900PUTSOLE
12572Q105CMECME GROUP INC$30.1M0.05%113,600PUTSOLE
55616P104MMACYS INC$30.1M0.05%2,397,672CommonSOLE
237266101DARDARLING INGREDIENTS INC$30.1M0.05%962,407CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$30.1M0.05%254,630CommonSOLE
343412102FLRFLUOR CORP NEW$30.0M0.05%837,455CommonSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP$29.9M0.05%22,818,000CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$29.9M0.05%85,642CommonSOLE
78468R556XOPSPDR SER TR$29.8M0.05%226,600PUTSOLE
46428Q109SLVISHARES SILVER TR$29.8M0.05%962,400CALLSOLE
097023105BABOEING CO$29.7M0.05%174,400PUTSOLE
70975L107PENPENUMBRA INC$29.7M0.05%111,068CommonSOLE
002824100ABTABBOTT LABS$29.7M0.05%223,700CALLSOLE
023436108AMEDAMEDISYS INC$29.6M0.05%320,000PUTSOLE
G6700G107NVTNVENT ELECTRIC PLC$29.6M0.05%565,437CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$29.6M0.05%480,000PUTSOLE
478160104JNJJOHNSON & JOHNSON$29.5M0.05%177,900CALLSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$29.4M0.05%87,360CommonSOLE
931142103WMTWALMART INC$29.4M0.05%334,800CALLSOLE
925050106VRNAVERONA PHARMA PLC$29.3M0.05%461,229CommonSOLE
918090101UTZUTZ BRANDS INC$29.2M0.05%2,070,665CommonSOLE
G6674U108NVCRNOVOCURE LTD$29.1M0.05%1,635,151CommonSOLE
806857108SLBSCHLUMBERGER LTD$29.1M0.05%696,484CommonSOLE
G9456A100GLNGGOLAR LNG LTD$29.1M0.05%766,019CommonSOLE
880779103TEXTEREX CORP NEW$29.0M0.05%766,502CommonSOLE
79466L302CRMSALESFORCE INC$28.9M0.05%107,753CommonSOLE
670837103OGEOGE ENERGY CORP$28.9M0.05%628,419CommonSOLE
92337C203VSTMVERASTEM INC$28.9M0.05%4,787,975CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$28.8M0.05%3,397,113CommonSOLE
N07059210ASMLASML HOLDING N V$28.8M0.05%43,400PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$28.7M0.05%397,000PUTSOLE
32054K103FRFIRST INDL RLTY TR INC$28.6M0.05%530,031CommonSOLE
78464A698KRESPDR SER TR$28.3M0.05%498,400CALLSOLE
G8068L108SNSHARKNINJA INC$28.0M0.05%336,106CommonSOLE
12653C108CNXCNX RES CORP$28.0M0.05%888,234CommonSOLE
444859102HUMHUMANA INC$27.8M0.05%105,100PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$27.8M0.05%50,800PUTSOLE
977852102WOLF*WOLFSPEED INC$27.7M0.05%9,065,300PUTSOLE
828806109SPGSIMON PPTY GROUP INC NEW$27.7M0.05%166,981CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$27.7M0.05%2,477,914CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$27.7M0.05%800,075CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$27.5M0.05%161,300PUTSOLE
013872106AAALCOA CORP$27.4M0.05%899,527CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$27.4M0.05%1,587,583CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$27.2M0.04%616,728CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$27.2M0.04%368,474CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$27.2M0.04%290,800CALLSOLE
20030N101CMCSACOMCAST CORP NEW$26.9M0.04%730,293CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$26.8M0.04%717,643CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$26.8M0.04%2,539,700PUTSOLE
169905106CHHCHOICE HOTELS INTL INC$26.6M0.04%200,497CommonSOLE
879369106TFXTELEFLEX INCORPORATED$26.6M0.04%192,612CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$26.6M0.04%141,607CommonSOLE
98954M101ZGZILLOW GROUP INC$26.4M0.04%395,119CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$26.0M0.04%138,718CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$26.0M0.04%196,500CALLSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$26.0M0.04%25,000,000CommonSOLE
79466L302CRMSALESFORCE INC$25.8M0.04%96,200PUTSOLE

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.