MondegarAI
RPO LLC

Q4 2024 · 13F-HR

RPO LLCholdings as filed

Filed 2025-02-12 · accession 0001085146-25-001103

$108.5M
Reported value
78
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09174C104BITBBITWISE BITCOIN ETF TR$13.1M12.1%258,385CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$12.8M11.8%157,280CommonSOLE
20825C104COPCONOCOPHILLIPS$10.7M9.87%108,000CommonSOLE
20825C104COPCONOCOPHILLIPS$10.7M9.87%108,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$10.3M9.52%17,625CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$6.0M5.56%5,000,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.0M5.56%100,000PUTSOLE
037833100AAPLAPPLE INC$5.0M4.62%20,000PUTSOLE
670346105NUENUCOR CORP$4.0M3.71%34,500PUTSOLE
670346105NUENUCOR CORP$4.0M3.71%34,500CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.0M2.76%5,100PUTSOLE
101507101STEWSRH TOTAL RETURN FUND INC$2.7M2.50%169,290CommonSOLE
592835102MXFMEXICO FD INC$2.0M1.83%150,485CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$1.7M1.59%18,540CommonSOLE
617446448MSMORGAN STANLEY$1.6M1.47%12,700PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M1.46%29,857CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M1.37%15,000CALLSOLE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$1.4M1.33%26,700CommonSOLE
91916J100BRRRCOINSHARES VALKYRIE BITCOIN$1.4M1.32%54,159CommonSOLE
92189K105HODLVANECK BITCOIN ETF$1.4M1.25%12,861CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.4M1.25%22,534CommonSOLE
47109U104JOFJAPAN SMALLER CAPITALIZATION$773,5350.71%100,852CommonSOLE
18914C100XGLQXCLOUGH GLOBAL EQUITY FD$614,8980.57%92,327CommonSOLE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$591,4060.55%39,270CommonSOLE
18914E106GLOCLOUGH GLOBAL OPPORTUNITIES$570,7720.53%111,479CommonSOLE
12811L107CHWCALAMOS GBL DYN INCOME FUND$417,1430.38%61,799CommonSOLE
18913Y103GLVCLOUGH GLOBAL DIVID & INCOME$383,8350.35%70,753CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$173,7200.16%21,006CommonSOLE
G75398100RZLVREZOLVE AI LTD$107,8770.10%28,240CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$76,6080.07%17,293CommonSOLE
24869P104DENNDENNYS CORP$63,0830.06%10,427CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$62,2620.06%46,814CommonSOLE
444144109HDSNHUDSON TECHNOLOGIES INC$62,1390.06%11,136CommonSOLE
08579X101BRYBERRY CORP$61,5610.06%14,906CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$61,3460.06%20,937CommonSOLE
88554D205DDD3-D SYS CORP DEL$59,0300.05%17,997CommonSOLE
500688106KOSKOSMOS ENERGY LTD$58,7380.05%17,175CommonSOLE
83193G107SMRTSMARTRENT INC$58,3330.05%33,333CommonSOLE
57142B104MQMARQETA INC$57,9790.05%15,298CommonSOLE
69404D108PACBPACIFIC BIOSCIENCES CALIF IN$57,6030.05%31,477CommonSOLE
00437E102ACCDUSDACCOLADE INC$57,1590.05%16,713CommonSOLE
81761L102SVCSERVICE PPTYS TR$55,9150.05%22,014CommonSOLE
68554V108OSURORASURE TECHNOLOGIES INC$55,6160.05%15,406CommonSOLE
527064109LESLIES INC$55,3150.05%24,805CommonSOLE
29975E109EB4EVENTBRITE INC$55,2490.05%16,443CommonSOLE
G21810109CLVTCLARIVATE PLC$55,1990.05%10,866CommonSOLE
92922P106WTIW & T OFFSHORE INC$55,1930.05%33,249CommonSOLE
53946R106LDILOANDEPOT INC$55,0800.05%27,000CommonSOLE
H8817H100RIGTRANSOCEAN LTD$54,7730.05%14,606CommonSOLE
532275104LWLGLIGHTWAVE LOGIC INC$54,6450.05%26,021CommonSOLE
761330109RVNCEURREVANCE THERAPEUTICS INC$54,6260.05%17,969CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$54,1810.05%23,557CommonSOLE
00857U107AGILON HEALTH INC$53,5920.05%28,206CommonSOLE
G33856108GSMFERROGLOBE PLC$53,1200.05%13,979CommonSOLE
444097109HUDSON PAC PPTYS INC$51,8550.05%17,114CommonSOLE
690370101BBBYBEYOND INC$51,6720.05%10,481CommonSOLE
38246G108GDRXGOODRX HLDGS INC$51,6290.05%11,103CommonSOLE
H00263105ACIUAC IMMUNE SA$50,5650.05%18,728CommonSOLE
014442107ALECALECTOR INC$49,8860.05%26,395CommonSOLE
08862E109BYNDBEYOND MEAT INC$49,5720.05%13,184CommonSOLE
35953D104FUBOGBPFUBOTV INC$47,7070.04%37,863CommonSOLE
74017N105PGENPRECIGEN INC$47,2000.04%42,143CommonSOLE
00445A100ACELYRIN INC$46,1360.04%14,693CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$45,8750.04%12,136CommonSOLE
389375106GTNGRAY TELEVISION INC$45,6910.04%14,505CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$42,7980.04%12,969CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$42,4820.04%66,378CommonSOLE
29970N112EVEX/WSEVE HLDG INC$37,3790.03%76,283CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$32,6730.03%44,242CommonSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$31,4970.03%14,787CommonSOLE
23290B114DHAIWDIH HLDG US INC$27,2870.03%513,886CommonSOLE
73245B115SBCWWSBC MED GROUP HLDGS INC$23,9750.02%99,855CommonSOLE
53838J113LVWR/WSLIVEWIRE GROUP INC$23,6040.02%462,822CommonSOLE
31189P102FATEFATE THERAPEUTICS INC$23,4660.02%14,222CommonSOLE
00183L102ANGI1EURANGI INC$22,8950.02%13,792CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$20,8690.02%12,803CommonSOLE
G6693P114AIIOWNWTN INC$2,8670.00%95,559CommonSOLE
01444V111ANNAWALEANNA INC$1,9450.00%13,896CommonSOLE

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.