MondegarAI
Twin Tree Management, LP

Q2 2025 · 13F-HR

Twin Tree Management, LPholdings as filed

Filed 2025-07-28 · accession 0001085146-25-004202

$53.68B
Reported value
1,549
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Twin Tree Management, LP · Q2 2025

AI · grounded in 13F

Twin Tree Management, LP established a new position in SPY valued at $10.6B. The fund also initiated new stakes in GLD for $1.7B and QQQ for $1.1B. Additional new positions include IWM at $823M, VOO at $783M, and AAPL at $746M.

Holdings as filed

First 500 of 1549

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$7.35B13.7%11,888,700CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.25B6.06%5,264,600PUTSOLE
78463V107GLDSPDR GOLD TR$1.56B2.91%5,122,400PUTSOLE
46090E103QQQINVESCO QQQ TR$866.3M1.61%1,570,400PUTSOLE
922908363VOOVANGUARD INDEX FDS$630.7M1.17%1,110,300PUTSOLE
594918104MSFTMICROSOFT CORP$539.0M1.00%1,083,700CALLSOLE
037833100AAPLAPPLE INC$514.8M0.96%2,509,100CALLSOLE
464287655IWMISHARES TR$504.0M0.94%2,335,600PUTSOLE
68389X105ORCLORACLE CORP$407.8M0.76%1,865,300PUTSOLE
464285204IAUISHARES GOLD TR$401.7M0.75%6,441,700PUTSOLE
464287655IWMISHARES TR$319.1M0.59%1,478,600CALLSOLE
81369Y209XLVSELECT SECTOR SPDR TR$315.9M0.59%2,343,600CALLSOLE
92189F106GDXVANECK ETF TRUST$314.8M0.59%6,046,900PUTSOLE
595112103MUMICRON TECHNOLOGY INC$300.0M0.56%2,434,000PUTSOLE
92189F676SMHVANECK ETF TRUST$292.7M0.55%1,049,700CALLSOLE
88160R101TSLATESLA INC$286.4M0.53%901,500PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$265.7M0.49%1,872,400PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$265.3M0.49%1,968,600PUTSOLE
46428Q109SLVISHARES SILVER TR$259.3M0.48%7,901,700PUTSOLE
22822V101CCICROWN CASTLE INC$258.7M0.48%2,518,400CALLSOLE
30303M102METAMETA PLATFORMS INC$246.7M0.46%334,300PUTSOLE
68389X105ORCLORACLE CORP$246.7M0.46%1,128,400CALLSOLE
742718109PGPROCTER AND GAMBLE CO$244.2M0.45%1,532,500CALLSOLE
46090E103QQQINVESCO QQQ TR$238.0M0.44%431,400CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$235.9M0.44%3,047,900PUTSOLE
037833100AAPLAPPLE INC$231.5M0.43%1,128,300PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$220.3M0.41%432,600PUTSOLE
64110L106NFLXNETFLIX INC$217.5M0.41%162,400PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$210.0M0.39%432,400PUTSOLE
81369Y308XLPSELECT SECTOR SPDR TR$209.8M0.39%2,591,300CALLSOLE
464287523SOXXISHARES TR$207.3M0.39%868,600CALLSOLE
254687106DISDISNEY WALT CO$201.8M0.38%1,627,400PUTSOLE
11135F101AVGOBROADCOM INC$187.4M0.35%679,700CALLSOLE
594972408MSTRMICROSTRATEGY INC$185.3M0.35%458,500PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$179.1M0.33%1,313,900PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$177.1M0.33%505,300PUTSOLE
92189F676SMHVANECK ETF TRUST$173.4M0.32%621,900PUTSOLE
042068205ARMARM HOLDINGS PLC$170.8M0.32%1,055,900PUTSOLE
855244109SBUXSTARBUCKS CORP$170.6M0.32%1,862,200PUTSOLE
852234103XYZBLOCK INC$168.2M0.31%2,476,600PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$163.0M0.30%370,000PUTSOLE
11135F101AVGOBROADCOM INC$160.7M0.30%583,100PUTSOLE
75513E101RTXRTX CORPORATION$158.3M0.29%1,083,900CALLSOLE
461202103INTUINTUIT$157.4M0.29%199,800PUTSOLE
02079K305GOOGLALPHABET INC$156.5M0.29%888,300PUTSOLE
09260D107BXBLACKSTONE INC$155.9M0.29%1,042,400CALLSOLE
384802104GWWGRAINGER W W INC$148.5M0.28%142,800CALLSOLE
78463V107GLDSPDR GOLD TR$147.2M0.27%483,000CALLSOLE
149123101CATCATERPILLAR INC$146.6M0.27%377,600PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$143.6M0.27%634,200PUTSOLE
81369Y886XLUSELECT SECTOR SPDR TR$143.0M0.27%1,751,100PUTSOLE
651639106NEMNEWMONT CORP$142.7M0.27%2,449,600PUTSOLE
438516106HONHONEYWELL INTL INC$140.8M0.26%604,700PUTSOLE
98138H101WDAYWORKDAY INC$138.5M0.26%576,900PUTSOLE
30231G102XOMEXXON MOBIL CORP$138.3M0.26%1,282,500CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$137.8M0.26%139,200PUTSOLE
36828A101GEVGE VERNOVA INC$136.3M0.25%257,500CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$136.0M0.25%3,141,900CALLSOLE
097023105BABOEING CO$134.0M0.25%639,500CALLSOLE
N07059210ASMLASML HOLDING N V$132.7M0.25%165,600PUTSOLE
00724F101ADBEADOBE INC$130.7M0.24%337,900PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$130.4M0.24%918,700CALLSOLE
67066G104NVDANVIDIA CORPORATION$129.0M0.24%816,300PUTSOLE
81762P102NOWSERVICENOW INC$127.5M0.24%124,000PUTSOLE
172967424CCITIGROUP INC$127.2M0.24%1,494,800CALLSOLE
617446448MSMORGAN STANLEY$124.9M0.23%886,500CALLSOLE
83406F102SOFISOFI TECHNOLOGIES INC$121.8M0.23%6,690,200PUTSOLE
872590104TMUST-MOBILE US INC$120.7M0.22%506,400CALLSOLE
023135106AMZNAMAZON COM INC$120.3M0.22%548,500CALLSOLE
26441C204DUKDUKE ENERGY CORP NEW$120.2M0.22%1,018,400CALLSOLE
882508104TXNTEXAS INSTRS INC$120.1M0.22%578,700CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$118.5M0.22%922,900PUTSOLE
82509L107SHOPSHOPIFY INC$118.1M0.22%1,023,700PUTSOLE
02079K305GOOGLALPHABET INC$117.9M0.22%669,000CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$114.8M0.21%580,400CALLSOLE
126650100CVSCVS HEALTH CORP$114.5M0.21%1,659,300CALLSOLE
907818108UNPUNION PAC CORP$113.5M0.21%493,100CALLSOLE
040413205ANETARISTA NETWORKS INC$111.2M0.21%1,086,800PUTSOLE
172967424CCITIGROUP INC$111.0M0.21%1,303,800PUTSOLE
747525103QCOMQUALCOMM INC$110.6M0.21%694,600CALLSOLE
756109104OREALTY INCOME CORP$109.3M0.20%1,898,100CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$107.6M0.20%525,900PUTSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$107.5M0.20%1,527,000PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$107.0M0.20%872,600PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$105.7M0.20%217,600CALLSOLE
770700102HOODROBINHOOD MKTS INC$105.0M0.20%1,121,400PUTSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$104.0M0.19%88,500CALLSOLE
023135106AMZNAMAZON COM INC$103.0M0.19%469,300PUTSOLE
00287Y109ABBVABBVIE INC$101.6M0.19%547,600CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$100.4M0.19%1,229,200CALLSOLE
009066101ABNBAIRBNB INC$100.2M0.19%757,500PUTSOLE
30303M102METAMETA PLATFORMS INC$99.8M0.19%135,200CALLSOLE
464287515IGVISHARES TR$99.6M0.19%909,662CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$98.3M0.18%1,877,300PUTSOLE
G29183103ETNEATON CORP PLC$97.9M0.18%274,300PUTSOLE
595112103MUMICRON TECHNOLOGY INC$97.9M0.18%794,100CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$95.8M0.18%311,000PUTSOLE
842587107SOSOUTHERN CO$95.3M0.18%1,037,500CALLSOLE
369604301GEGE AEROSPACE$94.1M0.18%365,400PUTSOLE
550021109LULULULULEMON ATHLETICA INC$94.0M0.18%395,500PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$93.9M0.17%765,500CALLSOLE
464287234EEMISHARES TR$93.7M0.17%1,943,200PUTSOLE
464287523SOXXISHARES TR$93.2M0.17%390,300PUTSOLE
67066G104NVDANVIDIA CORPORATION$92.5M0.17%585,500CALLSOLE
494368103KMBKIMBERLY-CLARK CORP$91.8M0.17%712,200CALLSOLE
03027X100AMTAMERICAN TOWER CORP NEW$91.5M0.17%413,900CALLSOLE
65339F101NEENEXTERA ENERGY INC$91.2M0.17%1,314,300CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$91.2M0.17%128,800PUTSOLE
254687106DISDISNEY WALT CO$90.9M0.17%733,300CALLSOLE
437076102HDHOME DEPOT INC$90.6M0.17%247,200CALLSOLE
278642103EBAYEBAY INC.$89.1M0.17%1,197,000CALLSOLE
025537101AEPAMERICAN ELEC PWR CO INC$89.0M0.17%857,800CALLSOLE
654106103NKENIKE INC$88.8M0.17%1,250,600PUTSOLE
88339J105TTDTHE TRADE DESK INC$88.0M0.16%1,222,300PUTSOLE
478160104JNJJOHNSON & JOHNSON$87.5M0.16%572,700CALLSOLE
146869102CVNACARVANA CO$86.8M0.16%257,500CALLSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$85.7M0.16%194,500CALLSOLE
580135101MCDMCDONALDS CORP$85.5M0.16%292,800CALLSOLE
81369Y704XLISELECT SECTOR SPDR TR$85.4M0.16%578,700CALLSOLE
88579Y101MMM3M CO$85.3M0.16%560,600PUTSOLE
81369Y308XLPSELECT SECTOR SPDR TR$85.0M0.16%1,050,300PUTSOLE
81762P102NOWSERVICENOW INC$84.9M0.16%82,600CALLSOLE
512807306LRCXLAM RESEARCH CORP$84.5M0.16%868,400PUTSOLE
88160R101TSLATESLA INC$84.5M0.16%266,000CALLSOLE
922475108VEEVVEEVA SYS INC$83.9M0.16%291,500PUTSOLE
816851109SRESEMPRA$83.8M0.16%1,106,200CALLSOLE
501044101KRKROGER CO$83.5M0.16%1,164,100CALLSOLE
717081103PFEPFIZER INC$83.2M0.15%3,432,200CALLSOLE
464287465EFAISHARES TR$82.6M0.15%924,600PUTSOLE
461202103INTUINTUIT$82.4M0.15%104,600CALLSOLE
17275R102CSCOCISCO SYS INC$81.8M0.15%1,179,400PUTSOLE
778296103ROSTROSS STORES INC$81.5M0.15%638,600CALLSOLE
369550108GDGENERAL DYNAMICS CORP$81.3M0.15%278,800CALLSOLE
92189F106GDXVANECK ETF TRUST$80.8M0.15%1,552,000CALLSOLE
40412C101HCAHCA HEALTHCARE INC$80.4M0.15%209,800CALLSOLE
81369Y704XLISELECT SECTOR SPDR TR$79.9M0.15%541,300PUTSOLE
92189F676SMHVANECK ETF TRUST$79.8M0.15%286,282CommonSOLE
20030N101CMCSACOMCAST CORP NEW$79.5M0.15%2,227,000CALLSOLE
922908363VOOVANGUARD INDEX FDS$78.6M0.15%138,400CALLSOLE
166764100CVXCHEVRON CORP NEW$78.1M0.15%545,300CALLSOLE
22266T109CPNGCOUPANG INC$78.0M0.15%2,602,700PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$77.7M0.14%306,934CommonSOLE
532457108LLYELI LILLY & CO$76.5M0.14%98,100CALLSOLE
770700102HOODROBINHOOD MKTS INC$76.4M0.14%815,600CALLSOLE
98138H101WDAYWORKDAY INC$75.8M0.14%315,900CALLSOLE
72352L106PINSPINTEREST INC$74.8M0.14%2,087,200PUTSOLE
90384S303ULTAULTA BEAUTY INC$74.6M0.14%159,400PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$74.3M0.14%1,419,400CALLSOLE
922908363VOOVANGUARD INDEX FDS$73.4M0.14%129,245CommonSOLE
79466L302CRMSALESFORCE INC$73.2M0.14%268,500PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$73.2M0.14%248,300PUTSOLE
N07059210ASMLASML HOLDING N V$72.8M0.14%90,800CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$72.5M0.13%73,200CALLSOLE
64110L106NFLXNETFLIX INC$72.4M0.13%54,100CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$72.4M0.13%776,300PUTSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$71.4M0.13%1,566,900PUTSOLE
149123101CATCATERPILLAR INC$70.7M0.13%182,000CALLSOLE
512807306LRCXLAM RESEARCH CORP$70.5M0.13%724,100CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$70.3M0.13%829,000PUTSOLE
778296103ROSTROSS STORES INC$70.1M0.13%549,400PUTSOLE
384802104GWWGRAINGER W W INC$69.5M0.13%66,800PUTSOLE
G29183103ETNEATON CORP PLC$69.0M0.13%193,200CALLSOLE
833445109SNOWSNOWFLAKE INC$68.7M0.13%306,900PUTSOLE
74762E102QUREQUANTA SVCS INC$68.5M0.13%181,177CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$67.8M0.13%220,000CALLSOLE
03831W108APPAPPLOVIN CORP$67.4M0.13%192,500PUTSOLE
464285204IAUISHARES GOLD TR$67.3M0.13%1,078,700CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$67.1M0.12%2,108,000CALLSOLE
337932107FEFIRSTENERGY CORP$66.3M0.12%1,646,400CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$65.6M0.12%128,800CALLSOLE
92840M102VSTVISTRA CORP$65.4M0.12%337,600PUTSOLE
12503M108CBOECBOE GLOBAL MKTS INC$64.3M0.12%275,600CALLSOLE
097023105BABOEING CO$63.8M0.12%304,700PUTSOLE
464287523SOXXISHARES TR$63.7M0.12%266,911CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$63.4M0.12%1,293,400PUTSOLE
87612E106TGTTARGET CORP$63.1M0.12%639,500CALLSOLE
126650100CVSCVS HEALTH CORP$62.9M0.12%912,500PUTSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$62.7M0.12%846,900PUTSOLE
443201108HWMHOWMET AEROSPACE INC$61.3M0.11%329,330CommonSOLE
56585A102MPCMARATHON PETE CORP$61.3M0.11%368,800CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$60.5M0.11%205,300CALLSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$60.3M0.11%856,200CALLSOLE
931142103WMTWALMART INC$60.0M0.11%613,300CALLSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$59.0M0.11%104,200PUTSOLE
771049103RBLXROBLOX CORP$58.3M0.11%554,400CALLSOLE
244199105DEDEERE & CO$58.2M0.11%114,400CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$57.5M0.11%1,325,900PUTSOLE
464288760ITAISHARES TR$57.4M0.11%304,500CALLSOLE
009066101ABNBAIRBNB INC$57.2M0.11%432,400CALLSOLE
922475108VEEVVEEVA SYS INC$56.4M0.11%196,000CALLSOLE
79466L302CRMSALESFORCE INC$56.1M0.10%205,800CALLSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$55.6M0.10%579,900CALLSOLE
146869102CVNACARVANA CO$55.3M0.10%164,100PUTSOLE
032095101APHAMPHENOL CORP NEW$54.9M0.10%555,966CommonSOLE
345370860FFORD MTR CO$54.5M0.10%5,020,100CALLSOLE
743315103PGRPROGRESSIVE CORP$53.7M0.10%201,100CALLSOLE
464287465EFAISHARES TR$52.8M0.10%591,200CALLSOLE
17275R102CSCOCISCO SYS INC$52.8M0.10%760,400CALLSOLE
83444M101SOLVSOLVENTUM CORP$52.7M0.10%695,200CALLSOLE
771049103RBLXROBLOX CORP$52.5M0.10%499,100PUTSOLE
882508104TXNTEXAS INSTRS INC$52.5M0.10%252,800PUTSOLE
654106103NKENIKE INC$52.4M0.10%738,300CALLSOLE
594918104MSFTMICROSOFT CORP$52.4M0.10%105,300PUTSOLE
78409V104SPGIS&P GLOBAL INC$52.3M0.10%99,200PUTSOLE
05464C101AXONAXON ENTERPRISE INC$52.2M0.10%63,000PUTSOLE
718546104PSXPHILLIPS 66$52.0M0.10%435,700PUTSOLE
02209S103MOALTRIA GROUP INC$51.9M0.10%885,900CALLSOLE
235851102DHRDANAHER CORPORATION$51.5M0.10%260,700CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$50.6M0.09%653,700CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$50.3M0.09%160,616CommonSOLE
03831W108APPAPPLOVIN CORP$49.9M0.09%142,600CALLSOLE
04626A103ALABASTERA LABS INC$49.7M0.09%550,000PUTSOLE
921946406VYMVANGUARD WHITEHALL FDS$49.3M0.09%370,000CALLSOLE
26142V105DKNGDRAFTKINGS INC NEW$49.2M0.09%1,146,400CALLSOLE
550021109LULULULULEMON ATHLETICA INC$49.1M0.09%206,721CommonSOLE
767204100RIORIO TINTO PLC$49.1M0.09%841,100CALLSOLE
77543R102ROKUROKU INC$49.0M0.09%557,300PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$48.8M0.09%238,600CALLSOLE
18915M107NETCLOUDFLARE INC$48.7M0.09%248,800CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$48.1M0.09%108,100CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$48.1M0.09%137,200CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$47.8M0.09%153,200CALLSOLE
679295105OKTAOKTA INC$47.7M0.09%477,000PUTSOLE
26701L100BROSDUTCH BROS INC$47.4M0.09%693,500PUTSOLE
85571B105STWDSTARWOOD PPTY TR INC$46.9M0.09%2,338,800CALLSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$46.9M0.09%114,700PUTSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$46.8M0.09%336,700CALLSOLE
682680103OKEONEOK INC NEW$46.7M0.09%572,300CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$46.5M0.09%2,272,508CommonSOLE
59156R108METMETLIFE INC$45.9M0.09%571,300CALLSOLE
143658300CCL1EURCARNIVAL CORP$45.9M0.09%1,631,900PUTSOLE
00827B106AFRMAFFIRM HLDGS INC$45.9M0.09%663,300PUTSOLE
670100205NVONOVO-NORDISK A S$45.6M0.08%661,000PUTSOLE
852234103XYZBLOCK INC$45.5M0.08%670,300CALLSOLE
949746101WMT2WELLS FARGO CO NEW$45.1M0.08%562,800CALLSOLE
532457108LLYELI LILLY & CO$44.9M0.08%57,600PUTSOLE
58933Y105MRKMERCK & CO INC$44.6M0.08%563,900PUTSOLE
22266T109CPNGCOUPANG INC$44.4M0.08%1,481,600CALLSOLE
92840M102VSTVISTRA CORP$43.8M0.08%225,909CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$43.7M0.08%594,600CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$43.5M0.08%61,464CommonSOLE
18915M107NETCLOUDFLARE INC$43.4M0.08%221,700PUTSOLE
565394103CARTMAPLEBEAR INC$43.2M0.08%955,900CALLSOLE
038222105AMATAPPLIED MATLS INC$43.1M0.08%235,700CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$43.1M0.08%298,700CALLSOLE
256677105DGDOLLAR GEN CORP NEW$43.0M0.08%375,900CALLSOLE
008474108AEMAGNICO EAGLE MINES LTD$42.9M0.08%360,500PUTSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$42.8M0.08%584,400PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$42.8M0.08%138,795CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$42.7M0.08%359,267CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$42.5M0.08%402,300PUTSOLE
422806109HEIHEICO CORP NEW$42.2M0.08%128,600PUTSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$42.1M0.08%291,900PUTSOLE
717081103PFEPFIZER INC$42.1M0.08%1,736,800PUTSOLE
832696405SJMSMUCKER J M CO$42.0M0.08%428,200CALLSOLE
892331307TMTOYOTA MOTOR CORP$42.0M0.08%243,700PUTSOLE
00846U101AAGILENT TECHNOLOGIES INC$41.6M0.08%352,800CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$41.2M0.08%58,200CALLSOLE
437076102HDHOME DEPOT INC$41.1M0.08%112,100PUTSOLE
25809K105DASHDOORDASH INC$40.6M0.08%164,800CALLSOLE
031162100AMGNAMGEN INC$40.6M0.08%145,400PUTSOLE
46222L108IONQIONQ INC$40.6M0.08%944,500PUTSOLE
88160R101TSLATESLA INC$40.5M0.08%127,471CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$40.0M0.07%2,938,500CALLSOLE
209115104EDCONSOLIDATED EDISON INC$40.0M0.07%398,600CALLSOLE
464287556IBBISHARES TR$39.8M0.07%314,600CALLSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$39.6M0.07%507,300PUTSOLE
78464A698KRESPDR SERIES TRUST$39.3M0.07%661,600PUTSOLE
871829107SYYSYSCO CORP$39.2M0.07%517,500CALLSOLE
713448108PEPPEPSICO INC$38.9M0.07%294,700CALLSOLE
983134107WYNNWYNN RESORTS LTD$38.9M0.07%414,800PUTSOLE
867224107SUSUNCOR ENERGY INC NEW$38.8M0.07%1,035,800PUTSOLE
61945C103MOSMOSAIC CO NEW$38.2M0.07%1,048,100CALLSOLE
949746101WMT2WELLS FARGO CO NEW$38.2M0.07%476,400PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$38.0M0.07%131,000PUTSOLE
98980G102ZSZSCALER INC$37.8M0.07%120,300PUTSOLE
92343V104VZVERIZON COMMUNICATIONS INC$37.7M0.07%872,100PUTSOLE
143130102KMXCARMAX INC$37.6M0.07%558,900CALLSOLE
79589L106IOTSAMSARA INC$37.5M0.07%941,700PUTSOLE
872657101TPGTPG INC$37.2M0.07%709,400PUTSOLE
N07059210ASMLASML HOLDING N V$37.2M0.07%46,409CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$37.0M0.07%658,100CALLSOLE
74624M102PPURE STORAGE INC$36.9M0.07%641,000CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$36.6M0.07%492,400PUTSOLE
040413205ANETARISTA NETWORKS INC$36.5M0.07%356,900CALLSOLE
761152107RMDRESMED INC$36.5M0.07%141,400PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$36.3M0.07%266,300CALLSOLE
13321L108CCJCAMECO CORP$36.3M0.07%489,033CommonSOLE
H01301128ALCALCON AG$36.3M0.07%410,700PUTSOLE
26603R106DUOLDUOLINGO INC$36.2M0.07%88,300PUTSOLE
03990B101ARESARES MANAGEMENT CORPORATION$36.2M0.07%208,800PUTSOLE
609839105MPWRMONOLITHIC PWR SYS INC$36.1M0.07%49,300PUTSOLE
369604301GEGE AEROSPACE$36.0M0.07%140,000CALLSOLE
855244109SBUXSTARBUCKS CORP$36.0M0.07%393,100CALLSOLE
654106103NKENIKE INC$35.9M0.07%505,825CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$35.7M0.07%346,200PUTSOLE
828806109SPGSIMON PPTY GROUP INC NEW$35.6M0.07%221,400CALLSOLE
94419L101WWAYFAIR INC$35.6M0.07%695,900PUTSOLE
25179M103DVNDEVON ENERGY CORP NEW$35.4M0.07%1,113,800PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$35.4M0.07%816,200CALLSOLE
594972408MSTRMICROSTRATEGY INC$35.1M0.07%86,900CALLSOLE
500754106KHCKRAFT HEINZ CO$35.1M0.07%1,359,400CALLSOLE
47233W109JEFJEFFERIES FINL GROUP INC$34.8M0.06%635,800CALLSOLE
049468101TEAMATLASSIAN CORPORATION$34.7M0.06%171,000PUTSOLE
02209S103MOALTRIA GROUP INC$34.7M0.06%591,600PUTSOLE
89832Q109TFCTRUIST FINL CORP$34.7M0.06%806,700CALLSOLE
46090E103QQQINVESCO QQQ TR$34.6M0.06%62,738CommonSOLE
256746108DLTRDOLLAR TREE INC$34.5M0.06%348,700CALLSOLE
478160104JNJJOHNSON & JOHNSON$34.3M0.06%224,300PUTSOLE
747525103QCOMQUALCOMM INC$33.9M0.06%212,600PUTSOLE
046353108AZNNASTRAZENECA PLC$33.8M0.06%484,300CALLSOLE
256677105DGDOLLAR GEN CORP NEW$33.7M0.06%294,900PUTSOLE
042068205ARMARM HOLDINGS PLC$33.5M0.06%207,424CommonSOLE
902973304USBUS BANCORP DEL$33.1M0.06%730,400CALLSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$33.0M0.06%423,800CALLSOLE
92936U109WPCWP CAREY INC$33.0M0.06%529,300CALLSOLE
15118V207CELHCELSIUS HLDGS INC$32.7M0.06%705,300PUTSOLE
38059T106GFIGOLD FIELDS LTD$32.5M0.06%1,372,400PUTSOLE
06849F108BBARRICK MNG CORP$32.4M0.06%1,555,400PUTSOLE
136069101CMCANADIAN IMPERIAL BK COMM$32.0M0.06%452,159CommonSOLE
252131107DXCMDEXCOM INC$32.0M0.06%366,700PUTSOLE
136375102CNICANADIAN NATL RY CO$31.8M0.06%305,465CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$31.5M0.06%245,300CALLSOLE
30212P303EXPEEXPEDIA GROUP INC$31.4M0.06%186,200CALLSOLE
311900104FASTFASTENAL CO$31.3M0.06%745,600CALLSOLE
433000106HIMSHIMS & HERS HEALTH INC$31.0M0.06%621,600PUTSOLE
03990B101ARESARES MANAGEMENT CORPORATION$30.9M0.06%178,254CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$30.8M0.06%286,700PUTSOLE
718172109PMPHILIP MORRIS INTL INC$30.8M0.06%168,864CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$30.7M0.06%392,800CALLSOLE
445658107JBHTHUNT J B TRANS SVCS INC$30.7M0.06%213,900CALLSOLE
H42097107UBSUBS GROUP AG$30.7M0.06%906,700PUTSOLE
876030107TPRTAPESTRY INC$30.5M0.06%347,622CommonSOLE
78464A870XBISPDR SERIES TRUST$30.5M0.06%367,705CommonSOLE
778296103ROSTROSS STORES INC$30.4M0.06%237,933CommonSOLE
697900108PAASPAN AMERN SILVER CORP$30.3M0.06%1,065,200PUTSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$30.2M0.06%336,323CommonSOLE
26210C104DBXDROPBOX INC$30.2M0.06%1,055,500PUTSOLE
148929102CAVACAVA GROUP INC$29.8M0.06%353,900CALLSOLE
833445109SNOWSNOWFLAKE INC$29.6M0.06%132,400CALLSOLE
252131107DXCMDEXCOM INC$29.6M0.06%338,800CALLSOLE
718546104PSXPHILLIPS 66$29.5M0.05%247,400CALLSOLE
88339J105TTDTHE TRADE DESK INC$29.3M0.05%407,500CommonSOLE
369604301GEGE AEROSPACE$29.2M0.05%113,413CommonSOLE
189054109CLXCLOROX CO DEL$29.1M0.05%242,300CALLSOLE
281020107EIXEDISON INTL$28.8M0.05%557,600CALLSOLE
438516106HONHONEYWELL INTL INC$28.6M0.05%123,000CALLSOLE
74762E102QUREQUANTA SVCS INC$28.5M0.05%75,400PUTSOLE
518439104ELLAUDER ESTEE COS INC$28.5M0.05%352,700PUTSOLE
958102105WDCWESTERN DIGITAL CORP$28.4M0.05%443,900PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$28.4M0.05%116,778CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$28.3M0.05%673,900PUTSOLE
002824100ABTABBOTT LABS$28.3M0.05%207,800CALLSOLE
418056107HASHASBRO INC$28.1M0.05%380,400CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$27.9M0.05%60,300PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.9M0.05%57,454CommonSOLE
576485205MTDRMATADOR RES CO$27.9M0.05%583,700CALLSOLE
74736K101QRVOQORVO INC$27.8M0.05%327,600PUTSOLE
G3730V105FTAIFTAI AVIATION LTD$27.8M0.05%241,600CALLSOLE
G29183103ETNEATON CORP PLC$27.7M0.05%77,598CommonSOLE
009158106APDAIR PRODS & CHEMS INC$27.7M0.05%98,200CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$27.5M0.05%272,900CALLSOLE
285512109EAELECTRONIC ARTS INC$27.5M0.05%172,400CALLSOLE
888787108TOSTTOAST INC$27.5M0.05%621,100PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$27.3M0.05%1,500,633CommonSOLE
052769106ADSKAUTODESK INC$27.3M0.05%88,100PUTSOLE
902494103TSNTYSON FOODS INC$27.3M0.05%487,200CALLSOLE
72352L106PINSPINTEREST INC$27.1M0.05%757,100CALLSOLE
65290E101NXTNEXTRACKER INC$27.1M0.05%499,100PUTSOLE
98954M101ZGZILLOW GROUP INC$26.9M0.05%393,200PUTSOLE
038222105AMATAPPLIED MATLS INC$26.9M0.05%147,053CommonSOLE
217204106CPRTCOPART INC$26.8M0.05%546,700CALLSOLE
570535104MKLMARKEL GROUP INC$26.8M0.05%13,400PUTSOLE
23331A109DHID R HORTON INC$26.8M0.05%207,600CALLSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$26.6M0.05%362,200PUTSOLE
78464A714XRTSPDR SERIES TRUST$26.4M0.05%342,861CommonSOLE
001055102AFLAFLAC INC$26.4M0.05%250,300CALLSOLE
911363109URIUNITED RENTALS INC$26.4M0.05%35,000CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$26.4M0.05%340,569CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$26.2M0.05%83,700PUTSOLE
892331307TMTOYOTA MOTOR CORP$26.2M0.05%152,000CALLSOLE
032654105ADIANALOG DEVICES INC$26.2M0.05%109,985CommonSOLE
25243Q205DEODIAGEO PLC$26.1M0.05%259,300CALLSOLE
500472303PHGKONINKLIJKE PHILIPS N V$26.1M0.05%1,089,700CALLSOLE
49714P108KNSLKINSALE CAP GROUP INC$26.1M0.05%54,000CALLSOLE
651587107NEUNEWMARKET CORP$26.1M0.05%37,800CALLSOLE
525327102LDOSLEIDOS HOLDINGS INC$26.0M0.05%165,026CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$26.0M0.05%552,300CALLSOLE
40434L105HPQHP INC$26.0M0.05%1,062,300CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$25.8M0.05%55,800CALLSOLE
26856L103ELFE L F BEAUTY INC$25.6M0.05%205,700PUTSOLE
336433107FSLRFIRST SOLAR INC$25.6M0.05%154,400PUTSOLE
806857108SLBSCHLUMBERGER LTD$25.5M0.05%753,500CALLSOLE
69047Q102OVVOVINTIV INC$25.3M0.05%666,100CALLSOLE
90138F102TWLOTWILIO INC$25.3M0.05%203,300PUTSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$25.3M0.05%154,200PUTSOLE
127097103CTRACOTERRA ENERGY INC$25.3M0.05%995,000CALLSOLE
143658300CCL1EURCARNIVAL CORP$25.1M0.05%894,285CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$25.0M0.05%313,900PUTSOLE
49845K101KVYOKLAVIYO INC$24.9M0.05%742,000CALLSOLE
90138F102TWLOTWILIO INC$24.8M0.05%199,500CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$24.8M0.05%1,210,400PUTSOLE
040413205ANETARISTA NETWORKS INC$24.7M0.05%241,901CommonSOLE
48251W104KKRKKR & CO INC$24.7M0.05%185,300CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$24.6M0.05%108,686CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$24.6M0.05%715,200PUTSOLE
26614N102DDDUPONT DE NEMOURS INC$24.4M0.05%356,300PUTSOLE
368736104GNRCGENERAC HLDGS INC$24.4M0.05%170,600PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$24.4M0.05%75,500PUTSOLE
780087102RYROYAL BK CDA$24.3M0.05%184,683CommonSOLE
34959E109FTNTFORTINET INC$24.2M0.05%229,300CALLSOLE
693506107PPGPPG INDS INC$24.1M0.04%212,200CALLSOLE
829933100SIRISIRIUSXM HOLDINGS INC$24.1M0.04%1,050,200CALLSOLE
125269100CFCF INDS HLDGS INC$24.1M0.04%262,100CALLSOLE
09075V102BNTXBIONTECH SE$24.1M0.04%226,100PUTSOLE
532457108LLYELI LILLY & CO$24.0M0.04%30,807CommonSOLE
68268W103OMFONEMAIN HLDGS INC$24.0M0.04%420,500CALLSOLE
008474108AEMAGNICO EAGLE MINES LTD$23.9M0.04%200,900CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$23.7M0.04%220,600CALLSOLE
15101Q207CLSCELESTICA INC$23.6M0.04%151,300PUTSOLE
11271J107BNBROOKFIELD CORP$23.6M0.04%381,600PUTSOLE
464287515IGVISHARES TR$23.6M0.04%215,500CALLSOLE
227046109CROXCROCS INC$23.5M0.04%231,900CALLSOLE
78464A698KRESPDR SERIES TRUST$23.4M0.04%394,582CommonSOLE
00724F101ADBEADOBE INC$23.4M0.04%60,516CommonSOLE
29977A105EVREVERCORE INC$23.4M0.04%86,524CommonSOLE
761152107RMDRESMED INC$23.3M0.04%90,500CALLSOLE
90384S303ULTAULTA BEAUTY INC$23.3M0.04%49,900CALLSOLE
94106L109WMWASTE MGMT INC DEL$23.3M0.04%101,800CALLSOLE
48251W104KKRKKR & CO INC$23.2M0.04%174,600PUTSOLE
H5919C104ONONON HLDG AG$23.2M0.04%445,000CALLSOLE
808524797SCHDSCHWAB STRATEGIC TR$23.1M0.04%872,400CALLSOLE
780259305SHELSHELL PLC$23.1M0.04%327,400CALLSOLE
437076102HDHOME DEPOT INC$23.0M0.04%62,808CommonSOLE
819047101SHAKSHAKE SHACK INC$23.0M0.04%163,400CALLSOLE
570535104MKLMARKEL GROUP INC$23.0M0.04%11,500CALLSOLE
651639106NEMNEWMONT CORP$22.8M0.04%392,000CALLSOLE
26142V105DKNGDRAFTKINGS INC NEW$22.8M0.04%531,700PUTSOLE
H42097107UBSUBS GROUP AG$22.8M0.04%674,200CALLSOLE
345370860FFORD MTR CO$22.7M0.04%2,088,200PUTSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$22.6M0.04%408,400CALLSOLE
91332U101UUNITY SOFTWARE INC$22.4M0.04%925,300PUTSOLE
07831C103BRBRBELLRING BRANDS INC$22.4M0.04%386,000CALLSOLE
122017106BURLBURLINGTON STORES INC$22.4M0.04%96,100CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$22.3M0.04%39,700PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$22.3M0.04%530,305CommonSOLE
02005N100ALLYALLY FINL INC$22.2M0.04%571,000CALLSOLE
37045V100GMGENERAL MTRS CO$22.2M0.04%451,500PUTSOLE
80874P109LNWOLIGHT & WONDER INC$22.2M0.04%230,800PUTSOLE
91680M107UPSTUPSTART HLDGS INC$22.2M0.04%342,700PUTSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$22.1M0.04%303,900CALLSOLE
679295105OKTAOKTA INC$22.1M0.04%220,944CommonSOLE
031162100AMGNAMGEN INC$22.1M0.04%79,100CALLSOLE
26875P101EOGEOG RES INC$21.9M0.04%183,300CALLSOLE
83406F102SOFISOFI TECHNOLOGIES INC$21.9M0.04%1,203,100CALLSOLE
92189F791GDXJVANECK ETF TRUST$21.8M0.04%322,475CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$21.8M0.04%129,657CommonSOLE
31428X106FDXFEDEX CORP$21.8M0.04%95,700PUTSOLE
H01301128ALCALCON AG$21.7M0.04%245,600CALLSOLE
37733W204GSKGSK PLC$21.4M0.04%557,600CALLSOLE
09260D107BXBLACKSTONE INC$21.4M0.04%142,800PUTSOLE
23804L103DDOGDATADOG INC$21.4M0.04%159,000CALLSOLE
67077M108NTRNUTRIEN LTD$21.3M0.04%366,000CALLSOLE
23804L103DDOGDATADOG INC$21.3M0.04%158,400PUTSOLE
78409V104SPGIS&P GLOBAL INC$21.2M0.04%40,200CALLSOLE
37045V100GMGENERAL MTRS CO$21.2M0.04%430,035CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$21.1M0.04%211,500CALLSOLE
579780206MKCMCCORMICK & CO INC$21.1M0.04%277,900CALLSOLE
372460105GPCGENUINE PARTS CO$21.0M0.04%173,100CALLSOLE
34959E109FTNTFORTINET INC$21.0M0.04%198,500PUTSOLE
125523100CITHE CIGNA GROUP$20.9M0.04%63,300CALLSOLE
09581B103OWLBLUE OWL CAPITAL INC$20.8M0.04%1,084,896CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$20.7M0.04%104,800PUTSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$20.7M0.04%656,200CALLSOLE
15101Q207CLSCELESTICA INC$20.7M0.04%132,280CommonSOLE
038222105AMATAPPLIED MATLS INC$20.5M0.04%111,900PUTSOLE
77543R102ROKUROKU INC$20.5M0.04%232,800CALLSOLE
23918K108DVADAVITA INC$20.4M0.04%143,400CALLSOLE
98954M200ZZILLOW GROUP INC$20.4M0.04%291,500PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$20.4M0.04%218,500CALLSOLE
871607107SNPSSYNOPSYS INC$20.1M0.04%39,200CommonSOLE
526057104LENLENNAR CORP$19.9M0.04%180,300PUTSOLE
594972408MSTRMICROSTRATEGY INC$19.8M0.04%49,011CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$19.7M0.04%80,300PUTSOLE
833445109SNOWSNOWFLAKE INC$19.7M0.04%87,832CommonSOLE
16679L109CHWYCHEWY INC$19.6M0.04%458,982CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$19.4M0.04%147,300CALLSOLE
517834107LVSLAS VEGAS SANDS CORP$19.4M0.04%445,900PUTSOLE
679295105OKTAOKTA INC$19.3M0.04%193,200CALLSOLE
38526M106LOPEGRAND CANYON ED INC$19.2M0.04%101,500CALLSOLE
339750101FNDFLOOR & DECOR HLDGS INC$19.2M0.04%252,500CALLSOLE
22052L104CTVACORTEVA INC$19.2M0.04%257,000CALLSOLE
980745103WWDWOODWARD INC$19.1M0.04%78,100PUTSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$19.1M0.04%260,800CALLSOLE
49271V100KDPKEURIG DR PEPPER INC$19.1M0.04%576,600CALLSOLE
00206R102TAT&T INC$19.0M0.04%655,700PUTSOLE
80874P109LNWOLIGHT & WONDER INC$19.0M0.04%197,100CALLSOLE
50155Q100KDKYNDRYL HLDGS INC$18.9M0.04%451,400CALLSOLE
25754A201DPZDOMINOS PIZZA INC$18.9M0.04%42,000CALLSOLE
31428X106FDXFEDEX CORP$18.9M0.04%83,200CALLSOLE

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.