MondegarAI
Jefferies Financial Group Inc. (JEF)

Q2 2025 · 13F-HR

Jefferies Financial Group Inc. (JEF)holdings as filed

Filed 2025-08-12 · accession 0001085146-25-004924

$11.90B
Reported value
1,244
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Jefferies Financial Group Inc. (JEF) · Q2 2025

AI · grounded in 13F

Jefferies Financial Group Inc. (JEF) established a new position in SPY valued at $2.59B. The fund also initiated a new stake in GLD for $1.32B. Additional new positions include QQQ at $355.75M and IREN at $300.62M.

Holdings as filed

First 500 of 1244

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$1.77B14.9%2,870,200PUTSOLE
78463V107GLDSPDR GOLD TR$937.5M7.88%3,075,600CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$814.9M6.85%1,318,891CommonSOLE
78463V107GLDSPDR GOLD TR$377.5M3.17%1,238,300PUTSOLE
46090E103QQQINVESCO QQQ TR$189.4M1.59%343,300PUTSOLE
464287655IWMISHARES TR$183.2M1.54%849,018CommonSOLE
Q4982L109IRENIREN LIMITED$179.9M1.51%12,344,900PUTSOLE
46090E103QQQINVESCO QQQ TR$145.2M1.22%263,302CommonSOLE
78464A870XBISPDR SERIES TRUST$118.7M1.00%1,431,879CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$117.3M0.99%208,777CommonSOLE
Q4982L109IRENIREN LIMITED$88.0M0.74%6,040,200CALLSOLE
04016X101ARGXARGENX SE$85.7M0.72%155,400CommonSOLE
26884L109EQTEQT CORP$85.6M0.72%1,468,361CommonSOLE
64110L106NFLXNETFLIX INC$83.4M0.70%62,300CALLSOLE
03674X106ARANTERO RESOURCES CORP$78.8M0.66%1,956,918CommonSOLE
922908363VOOVANGUARD INDEX FDS$72.7M0.61%128,004CommonSOLE
172967424CCITIGROUP INC$71.8M0.60%843,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$69.4M0.58%1,325,400PUTSOLE
464287655IWMISHARES TR$66.9M0.56%310,000CALLSOLE
172967424CCITIGROUP INC$64.5M0.54%758,100CALLSOLE
037833100AAPLAPPLE INC$62.8M0.53%305,900PUTSOLE
023135106AMZNAMAZON COM INC$62.7M0.53%285,708CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$59.0M0.50%277,244CommonSOLE
461202103INTUINTUIT$58.3M0.49%74,067CommonSOLE
037833100AAPLAPPLE INC$58.3M0.49%284,100CALLSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$58.2M0.49%8,148,318CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$57.5M0.48%900,000PUTSOLE
64110L106NFLXNETFLIX INC$56.6M0.48%42,300PUTSOLE
925652109VICIVICI PPTYS INC$56.2M0.47%1,724,200CommonSOLE
00510N102TICACUREN CORP$55.2M0.46%5,003,875CommonSOLE
15118V207CELHCELSIUS HLDGS INC$54.8M0.46%1,181,200PUTSOLE
053332102AZOAUTOZONE INC$53.7M0.45%14,466CommonSOLE
742718109PGPROCTER AND GAMBLE CO$52.1M0.44%327,182CommonSOLE
67066G104NVDANVIDIA CORPORATION$52.0M0.44%328,900CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$51.2M0.43%211,000CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$50.4M0.42%3,004,729CommonSOLE
11135F101AVGOBROADCOM INC$50.3M0.42%182,378CommonSOLE
896818101TG7TRIUMPH GROUP INC NEW$50.2M0.42%1,948,714CommonSOLE
04016X101ARGXARGENX SE$49.8M0.42%90,400PUTSOLE
594918104MSFTMICROSOFT CORP$47.8M0.40%96,000CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$47.3M0.40%557,500PUTSOLE
949746101WMT2WELLS FARGO CO NEW$46.9M0.39%585,505CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$45.5M0.38%824,019CommonSOLE
060505104BACBANK AMERICA CORP$45.4M0.38%958,700PUTSOLE
464287655IWMISHARES TR$45.3M0.38%210,000PUTSOLE
92826C839VVISA INC$45.3M0.38%127,562CommonSOLE
75281A109RRCRANGE RES CORP$45.1M0.38%1,109,531CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$45.1M0.38%4,780,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$44.9M0.38%167,971CommonSOLE
594918104MSFTMICROSOFT CORP$44.5M0.37%89,547CommonSOLE
67066G104NVDANVIDIA CORPORATION$44.1M0.37%278,900PUTSOLE
G29183103ETNEATON CORP PLC$43.5M0.37%121,833CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$42.8M0.36%4,550,000CommonSOLE
594918104MSFTMICROSOFT CORP$41.8M0.35%84,100PUTSOLE
88160R101TSLATESLA INC$41.7M0.35%131,400PUTSOLE
G5S37H101MRXMAREX GROUP PLC$41.0M0.34%1,038,967CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$40.8M0.34%224,292CommonSOLE
931142103WMTWALMART INC$40.7M0.34%416,100CALLSOLE
15118V207CELHCELSIUS HLDGS INC$40.6M0.34%875,000CALLSOLE
36828A101GEVGE VERNOVA INC$40.3M0.34%76,170CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$39.9M0.34%4,231,300PUTSOLE
85208T107CXMSPRINKLR INC$39.6M0.33%4,682,000CommonSOLE
13321L108CCJCAMECO CORP$39.2M0.33%527,800CALLSOLE
22207T101BASECOUCHBASE INC$37.2M0.31%1,524,681CommonSOLE
969457100WMBWILLIAMS COS INC$36.9M0.31%588,201CommonSOLE
031162100AMGNAMGEN INC$36.9M0.31%132,135CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$36.1M0.30%1,092,448CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$35.8M0.30%561,121CommonSOLE
46266C105IQVIQVIA HLDGS INC$35.7M0.30%226,688CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$35.3M0.30%2,197,000PUTSOLE
G25508105CRHCRH PLC$34.5M0.29%376,290CommonSOLE
88160R101TSLATESLA INC$34.4M0.29%108,400CALLSOLE
53626N102LIONLIONSGATE STUDIOS CORP$33.7M0.28%5,805,850CommonSOLE
115236101BROBROWN & BROWN INC$33.1M0.28%298,641CommonSOLE
18452B209CLSKCLEANSPARK INC$33.1M0.28%3,000,000CALLSOLE
Q4982L109IRENIREN LIMITED$32.7M0.28%2,247,602CommonSOLE
371927104GELGENESIS ENERGY L P$32.7M0.27%1,897,136CommonSOLE
30303M102METAMETA PLATFORMS INC$32.6M0.27%44,182CommonSOLE
G4766E116INDVINDIVIOR PLC$32.5M0.27%2,190,274CommonSOLE
254687106DISDISNEY WALT CO$31.0M0.26%249,658CommonSOLE
464287242LQDISHARES TR$30.7M0.26%280,135CommonSOLE
M96088105URGNUROGEN PHARMA LTD$30.1M0.25%2,199,652CommonSOLE
806857108SLBSCHLUMBERGER LTD$30.1M0.25%890,000CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$29.9M0.25%352,600CALLSOLE
N90064101QUREUNIQURE NV$29.2M0.25%2,095,931CommonSOLE
00287Y109ABBVABBVIE INC$28.4M0.24%152,796CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$27.9M0.23%642,357CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$27.7M0.23%257,639CommonSOLE
037833100AAPLAPPLE INC$27.3M0.23%132,871CommonSOLE
023135106AMZNAMAZON COM INC$26.8M0.23%122,300CALLSOLE
78468R663BILSPDR SERIES TRUST$24.6M0.21%267,668CommonSOLE
18915M107NETCLOUDFLARE INC$24.5M0.21%125,000CALLSOLE
67066G104NVDANVIDIA CORPORATION$23.9M0.20%151,165CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$23.8M0.20%10,313,733CommonSOLE
931142103WMTWALMART INC$23.4M0.20%238,825CommonSOLE
65290E101NXTNEXTRACKER INC$23.1M0.19%425,200PUTSOLE
171757206CDTXCIDARA THERAPEUTICS INC$21.9M0.18%450,000CommonSOLE
758849103REGREGENCY CTRS CORP$21.6M0.18%303,845CommonSOLE
127097103CTRACOTERRA ENERGY INC$21.2M0.18%835,149CommonSOLE
46090E103QQQINVESCO QQQ TR$21.1M0.18%38,300CALLSOLE
00773J202SYRESPYRE THERAPEUTICS INC$20.8M0.17%1,388,854CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$20.2M0.17%282,958CommonSOLE
45257U108IMNMIMMUNOME INC$19.4M0.16%2,085,700PUTSOLE
45257U108IMNMIMMUNOME INC$19.4M0.16%2,085,660CommonSOLE
78464A714XRTSPDR SERIES TRUST$19.3M0.16%250,000CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$18.9M0.16%94,106CommonSOLE
46432F339QUALISHARES TR$18.3M0.15%100,102CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$18.2M0.15%62,700PUTSOLE
147528103CASYCASEYS GEN STORES INC$17.9M0.15%35,000CALLSOLE
G29183103ETNEATON CORP PLC$17.6M0.15%49,300PUTSOLE
402635502GPORGULFPORT ENERGY CORP$17.3M0.15%86,079CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$17.1M0.14%22,829,000CommonSOLE
816851109SRESEMPRA$17.1M0.14%225,030CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$16.9M0.14%41,600CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$15.8M0.13%172,962CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$15.8M0.13%980,600CALLSOLE
060505104BACBANK AMERICA CORP$15.7M0.13%331,699CommonSOLE
65339F101NEENEXTERA ENERGY INC$15.7M0.13%225,786CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$15.5M0.13%52,645CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$15.4M0.13%34,615CommonSOLE
03073E105CORCENCORA INC$15.2M0.13%50,706CommonSOLE
45259A803RSMCTIDAL TRUST III$15.1M0.13%580,000CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$14.8M0.12%75,000CALLSOLE
828806109SPGSIMON PPTY GROUP INC NEW$14.7M0.12%91,521CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$14.7M0.12%300,000PUTSOLE
052800109ALVAUTOLIV INC$14.5M0.12%129,671CommonSOLE
343412AJ1FLR 1.125 08/15/29FLUOR CORP$14.3M0.12%10,846,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$14.2M0.12%737,896CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$14.0M0.12%14,893,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$13.9M0.12%54,253CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.8M0.12%90,301CommonSOLE
464288513HYGISHARES TR$13.8M0.12%170,800CommonSOLE
875465106SKTTANGER INC$13.7M0.12%447,743CommonSOLE
29082K105EMBCEMBECTA CORP$13.0M0.11%1,342,713CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$12.7M0.11%13,000,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.5M0.11%25,794CommonSOLE
69047Q102OVVOVINTIV INC$12.4M0.10%325,044CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$12.2M0.10%199,600CALLSOLE
464288513HYGISHARES TR$12.1M0.10%150,000PUTSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$12.0M0.10%13,423,000CommonSOLE
92189F106GDXVANECK ETF TRUST$12.0M0.10%230,500CALLSOLE
D18190898DBDEUTSCHE BANK A G$11.8M0.10%397,369CommonSOLE
337932107FEFIRSTENERGY CORP$11.6M0.10%288,492CommonSOLE
45168D104IDXXIDEXX LABS INC$11.6M0.10%21,638CommonSOLE
98139A105WKWORKIVA INC$11.6M0.10%169,055CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$11.5M0.10%644,944CommonSOLE
055622104BPBP PLC$11.5M0.10%385,000PUTSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$11.4M0.10%711,500CommonSOLE
75737F108RDFNREDFIN CORP$11.4M0.10%1,022,864CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$11.3M0.10%100,000PUTSOLE
949746101WMT2WELLS FARGO CO NEW$11.3M0.09%141,000PUTSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$11.3M0.09%9,599CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$11.3M0.09%44,477CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.2M0.09%122,859CommonSOLE
18467V109YOUCLEAR SECURE INC$10.9M0.09%394,100CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$10.9M0.09%140,000PUTSOLE
26603R106DUOLDUOLINGO INC$10.8M0.09%26,367CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$10.7M0.09%125,499CommonSOLE
872590104TMUST-MOBILE US INC$10.7M0.09%44,761CommonSOLE
45337C102INCYINCYTE CORP$10.6M0.09%155,083CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$10.5M0.09%10,305,000CommonSOLE
58933Y105MRKMERCK & CO INC$10.5M0.09%132,488CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$10.5M0.09%200,000CALLSOLE
78464A870XBISPDR SERIES TRUST$10.4M0.09%126,000PUTSOLE
23804L103DDOGDATADOG INC$10.3M0.09%77,018CommonSOLE
464287598IWDISHARES TR$10.3M0.09%52,884CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$10.3M0.09%110,000CALLSOLE
148929102CAVACAVA GROUP INC$10.2M0.09%120,809CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.1M0.09%34,997CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC$10.1M0.08%14,036,000CommonSOLE
941848103WATWATERS CORP$10.1M0.08%28,879CommonSOLE
457669307INSMINSMED INC$10.1M0.08%99,900PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$10.0M0.08%118,247CommonSOLE
92189F106GDXVANECK ETF TRUST$10.0M0.08%192,300PUTSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$10.0M0.08%578,205CommonSOLE
G17977110BURBURFORD CAP LTD$9.9M0.08%693,200PUTSOLE
14149Y108CAHCARDINAL HEALTH INC$9.9M0.08%58,830CommonSOLE
631103108NDAQNASDAQ INC$9.8M0.08%109,164CommonSOLE
060505104BACBANK AMERICA CORP$9.7M0.08%204,900CALLSOLE
56585A102MPCMARATHON PETE CORP$9.5M0.08%57,228CommonSOLE
219350105GLWCORNING INC$9.5M0.08%180,606CommonSOLE
65290E101NXTNEXTRACKER INC$9.5M0.08%174,500CALLSOLE
34986A104FWRDFORWARD AIR CORP$9.4M0.08%384,634CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$9.4M0.08%79,769CommonSOLE
753422104RPDRAPID7 INC$9.4M0.08%405,400CALLSOLE
753422104RPDRAPID7 INC$9.4M0.08%405,400PUTSOLE
18915M107NETCLOUDFLARE INC$9.4M0.08%47,856CommonSOLE
47215PAJ5JD 0.25 06/01/29JD.COM INC$9.3M0.08%8,879,000CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.2M0.08%44,840CommonSOLE
G29183103ETNEATON CORP PLC$9.0M0.08%25,300CALLSOLE
14316J108CGCARLYLE GROUP INC$9.0M0.08%175,000CommonSOLE
65249B208NWSNEWS CORP NEW$9.0M0.08%261,482CommonSOLE
458140100INTCINTEL CORP$9.0M0.08%400,000CALLSOLE
92345Y106VRSKVERISK ANALYTICS INC$8.8M0.07%28,285CommonSOLE
89832Q109TFCTRUIST FINL CORP$8.8M0.07%204,627CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$8.7M0.07%74,704CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8.7M0.07%35,738CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$8.7M0.07%67,500CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$8.7M0.07%201,156CommonSOLE
G3855L106GHRSGH RESEARCH PLC$8.6M0.07%709,312CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$8.6M0.07%50,000CALLSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$8.5M0.07%497,900CALLSOLE
580135101MCDMCDONALDS CORP$8.4M0.07%28,720CommonSOLE
093712107BEBLOOM ENERGY CORP$8.2M0.07%344,800PUTSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$8.1M0.07%37,245CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8.0M0.07%68,028CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$8.0M0.07%7,535CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$7.9M0.07%25,253CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$7.9M0.07%53,353CommonSOLE
H2906T109GRMNGARMIN LTD$7.9M0.07%37,699CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$7.8M0.07%6,143,000CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.8M0.07%157,600CommonSOLE
337738108FISVFISERV INC$7.8M0.07%45,000PUTSOLE
G6700G107NVTNVENT ELECTRIC PLC$7.6M0.06%104,400CommonSOLE
98978V103ZTSZOETIS INC$7.6M0.06%48,957CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$7.6M0.06%11,750,000CommonSOLE
98980G102ZSZSCALER INC$7.5M0.06%24,000CommonSOLE
594972408MSTRMICROSTRATEGY INC$7.4M0.06%18,352CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.4M0.06%131,288CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$7.1M0.06%111,900CALLSOLE
10922N103BHFBRIGHTHOUSE FINL INC$7.1M0.06%132,066CommonSOLE
369604301GEGE AEROSPACE$7.1M0.06%27,564CommonSOLE
375558103GILDGILEAD SCIENCES INC$7.1M0.06%63,630CommonSOLE
00214Q104ARKKARK ETF TR$7.0M0.06%100,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$6.9M0.06%131,634CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$6.9M0.06%175,500PUTSOLE
H42097107UBSUBS GROUP AG$6.8M0.06%202,272CommonSOLE
149123101CATCATERPILLAR INC$6.8M0.06%17,559CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.8M0.06%63,054CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$6.7M0.06%5,632,000CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6.7M0.06%28,840CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6.6M0.06%72,719CommonSOLE
464287432TLTISHARES TR$6.6M0.06%75,000CALLSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$6.6M0.06%162,996CommonSOLE
260003108DOVDOVER CORP$6.6M0.06%35,834CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$6.5M0.05%212,000CALLSOLE
478160104JNJJOHNSON & JOHNSON$6.5M0.05%42,600PUTSOLE
576323109MTZMASTEC INC$6.4M0.05%37,700PUTSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$6.4M0.05%75,000CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$6.4M0.05%162,500CALLSOLE
741623102PRMBPRIMO BRANDS CORPORATION$6.4M0.05%214,590CommonSOLE
931142103WMTWALMART INC$6.4M0.05%65,000PUTSOLE
532457108LLYELI LILLY & CO$6.3M0.05%8,128CommonSOLE
401617105GU9GUESS INC$6.3M0.05%521,631CommonSOLE
097023105BABOEING CO$6.3M0.05%30,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.3M0.05%20,108CommonSOLE
00724F101ADBEADOBE INC$6.3M0.05%16,200CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6.2M0.05%144,109CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6.2M0.05%84,034CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$6.2M0.05%74,200PUTSOLE
22160N109CSGPCOSTAR GROUP INC$6.1M0.05%76,485CommonSOLE
717081103PFEPFIZER INC$6.1M0.05%253,384CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.1M0.05%76,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.0M0.05%8,523CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$6.0M0.05%144,622CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.0M0.05%26,461CommonSOLE
855244109SBUXSTARBUCKS CORP$6.0M0.05%65,045CommonSOLE
695127AJ9PCRXPACIRA BIOSCIENCES INC$5.8M0.05%5,926,000CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$5.8M0.05%33,684CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.8M0.05%20,100CALLSOLE
91680M107UPSTUPSTART HLDGS INC$5.8M0.05%90,000PUTSOLE
69374H881COWZPACER FDS TR$5.8M0.05%105,647CommonSOLE
42809H107HESHESS CORP$5.8M0.05%41,857CommonSOLE
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452327109ILMNILLUMINA INC$5.7M0.05%60,000CommonSOLE
617446448MSMORGAN STANLEY$5.7M0.05%40,623CommonSOLE
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55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$5.7M0.05%39,497CommonSOLE
458140100INTCINTEL CORP$5.6M0.05%252,021CommonSOLE
576323109MTZMASTEC INC$5.6M0.05%33,000CommonSOLE
17253JAA4CIFR 1.75 05/15/30CIPHER MINING INC$5.5M0.05%4,307,000CommonSOLE
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37954Y483QYLDGLOBAL X FDS$5.5M0.05%327,324CommonSOLE
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852234103XYZBLOCK INC$5.4M0.05%80,000CALLSOLE
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413197104HRMYHARMONY BIOSCIENCES HLDGS IN$5.4M0.05%170,570CommonSOLE
002824100ABTABBOTT LABS$5.4M0.05%39,612CommonSOLE
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576485205MTDRMATADOR RES CO$5.3M0.04%111,986CommonSOLE
00766T100ACMAECOM$5.3M0.04%47,250CommonSOLE
548661107LOWLOWES COS INC$5.3M0.04%24,012CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$5.3M0.04%3,932,000CommonSOLE
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29355A107ENPHENPHASE ENERGY INC$5.3M0.04%132,500PUTSOLE
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806857108SLBSCHLUMBERGER LTD$5.2M0.04%155,000PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$5.2M0.04%11,244CommonSOLE
48251W104KKRKKR & CO INC$5.2M0.04%38,886CommonSOLE
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92189F676SMHVANECK ETF TRUST$5.1M0.04%18,390CommonSOLE
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428103105HESMHESS MIDSTREAM LP$5.1M0.04%131,708CommonSOLE
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713448108PEPPEPSICO INC$5.0M0.04%37,900CALLSOLE
504922105LHLABCORP HOLDINGS INC$5.0M0.04%19,000CommonSOLE
N3167Y103RACEFERRARI N V$4.9M0.04%10,000PUTSOLE
15135B101CNCCENTENE CORP DEL$4.9M0.04%89,941CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$4.9M0.04%87,000CALLSOLE
50012A108KGSKODIAK GAS SVCS INC$4.9M0.04%142,219CommonSOLE
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254067101DDSDILLARDS INC$4.8M0.04%11,600CommonSOLE
437076102HDHOME DEPOT INC$4.8M0.04%13,133CommonSOLE
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80706P103SRRKSCHOLAR ROCK HLDG CORP$4.8M0.04%134,200PUTSOLE
46141D104UDNINVESCO DB US DLR INDEX TR$4.7M0.04%251,057CommonSOLE
172967424CCITIGROUP INC$4.7M0.04%55,680CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.7M0.04%16,007CommonSOLE
H01301128ALCALCON AG$4.7M0.04%53,000CommonSOLE
78464A144SPBOSPDR SERIES TRUST$4.7M0.04%159,815CommonSOLE
73642K106PTLOPORTILLOS INC$4.7M0.04%400,000CommonSOLE
09062X103BIIBBIOGEN INC$4.7M0.04%37,117CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$4.6M0.04%15,465CommonSOLE
64110L106NFLXNETFLIX INC$4.6M0.04%3,439CommonSOLE
482480100KLACKLA CORP$4.6M0.04%5,135CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.6M0.04%18,509CommonSOLE
086516101BBYBEST BUY INC$4.6M0.04%68,170CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$4.6M0.04%25,460CommonSOLE
84762LAZ8SPB 3.375 06/01/29SPECTRUM BRANDS INC$4.5M0.04%4,985,000CommonSOLE
70476Q100PDCCPEARL DIVER CREDIT COMPANY I$4.5M0.04%250,000CommonSOLE
G9460G101VALVALARIS LTD$4.5M0.04%106,500PUTSOLE
H50430232LOGILOGITECH INTL S A$4.5M0.04%49,769CommonSOLE
855919106STRZSTARZ ENTERTAINMENT CORP.$4.5M0.04%278,133CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$4.5M0.04%250,000CALLSOLE
25809K105DASHDOORDASH INC$4.4M0.04%17,901CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$4.4M0.04%55,151CommonSOLE
46428Q109SLVISHARES SILVER TR$4.4M0.04%133,300PUTSOLE
98389B100XELXCEL ENERGY INC$4.4M0.04%64,003CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$4.3M0.04%54,861CommonSOLE
704326107PAYXPAYCHEX INC$4.3M0.04%29,328CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$4.3M0.04%200,000PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.2M0.04%6,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.2M0.04%6,000PUTSOLE
78464A698KRESPDR SERIES TRUST$4.2M0.04%71,500CALLSOLE
Y7542C130STNGSCORPIO TANKERS INC$4.2M0.04%108,149CommonSOLE
806857108SLBSCHLUMBERGER LTD$4.2M0.04%125,000CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$4.2M0.04%199,176CommonSOLE
80004C200SNDKSANDISK CORP$4.2M0.03%91,528CommonSOLE
163086101CHEFCHEFS WHSE INC$4.1M0.03%65,000PUTSOLE
701094104PHPARKER-HANNIFIN CORP$4.1M0.03%5,900CommonSOLE
23331A109DHID R HORTON INC$4.1M0.03%31,720CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.1M0.03%22,552CommonSOLE
969457100WMBWILLIAMS COS INC$4.1M0.03%65,000PUTSOLE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$4.1M0.03%3,234,000CommonSOLE
17275R102CSCOCISCO SYS INC$4.1M0.03%58,619CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$4.1M0.03%3,395,000CommonSOLE
337932107FEFIRSTENERGY CORP$4.0M0.03%100,000PUTSOLE
N3168P101FERFERROVIAL SE$4.0M0.03%75,005CommonSOLE
171779309CIENCIENA CORP$4.0M0.03%49,400CommonSOLE
733245104PRCHPORCH GROUP INC$4.0M0.03%340,356CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$4.0M0.03%26,400PUTSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.0M0.03%14,974CommonSOLE
436440101HO1HOLOGIC INC$4.0M0.03%61,100CommonSOLE
37045V100GMGENERAL MTRS CO$4.0M0.03%80,844CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$4.0M0.03%233,000PUTSOLE
95040Q104WELLWELLTOWER INC$3.9M0.03%25,545CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.9M0.03%110,000CALLSOLE
576323109MTZMASTEC INC$3.9M0.03%23,000CALLSOLE
94106L109WMWASTE MGMT INC DEL$3.9M0.03%17,127CommonSOLE
65290E101NXTNEXTRACKER INC$3.9M0.03%72,000CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$3.9M0.03%3,863,000CommonSOLE
29273V100ETENERGY TRANSFER L P$3.9M0.03%213,801CommonSOLE
589400100MCYMERCURY GENL CORP NEW$3.9M0.03%57,373CommonSOLE
866082AA8INN 1.5 02/15/26SUMMIT HOTEL PPTYS$3.9M0.03%4,000,000CommonSOLE
88160R101TSLATESLA INC$3.9M0.03%12,123CommonSOLE
95082P105WCCWESCO INTL INC$3.8M0.03%20,750CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$3.8M0.03%3,358,000CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.8M0.03%20,800PUTSOLE
46429B663HDVISHARES TR$3.8M0.03%32,152CommonSOLE
H2927K103AMRZAMRIZE LTD$3.8M0.03%75,896CommonSOLE
407497106HLNEHAMILTON LANE INC$3.7M0.03%26,361CommonSOLE
78464A698KRESPDR SERIES TRUST$3.7M0.03%62,781CommonSOLE
040413205ANETARISTA NETWORKS INC$3.7M0.03%36,400CALLSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$3.7M0.03%15,039,000CommonSOLE
464287614IWFISHARES TR$3.7M0.03%8,682CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$3.7M0.03%77,700CALLSOLE
36467W109GMEGAMESTOP CORP NEW$3.7M0.03%150,000PUTSOLE
767292105RIOTRIOT PLATFORMS INC$3.6M0.03%322,076CommonSOLE
45784J303VATEINNOVATE CORP$3.6M0.03%700,802CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$3.6M0.03%4,178,000CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$3.5M0.03%95,235CommonSOLE
29355A107ENPHENPHASE ENERGY INC$3.5M0.03%88,773CommonSOLE
60770K107MRNAMODERNA INC$3.5M0.03%127,576CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$3.5M0.03%3,324,000CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.5M0.03%148,566CommonSOLE
00090Q103ADTADT INC DEL$3.5M0.03%411,086CommonSOLE
69331C108PCGPG&E CORP$3.5M0.03%249,592CommonSOLE
009066101ABNBAIRBNB INC$3.5M0.03%26,218CommonSOLE
N82405106STLASTELLANTIS N.V$3.4M0.03%340,306CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3.4M0.03%23,100CALLSOLE
78464A698KRESPDR SERIES TRUST$3.4M0.03%57,000PUTSOLE
G3265R107APTVAPTIV PLC$3.4M0.03%49,500PUTSOLE
235851102DHRDANAHER CORPORATION$3.4M0.03%17,087CommonSOLE
256086109DCGODOCGO INC$3.4M0.03%2,144,456CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.4M0.03%72,433CommonSOLE
336433107FSLRFIRST SOLAR INC$3.3M0.03%20,000CALLSOLE
46428Q109SLVISHARES SILVER TR$3.3M0.03%100,763CommonSOLE
30161Q104EXELEXELIXIS INC$3.3M0.03%75,000CommonSOLE
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$3.3M0.03%3,359,000CommonSOLE
12572Q105CMECME GROUP INC$3.3M0.03%11,981CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$3.3M0.03%2,978,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.3M0.03%10,265CommonSOLE
450056AB2IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$3.3M0.03%2,550,000CommonSOLE
G491BT108IVZINVESCO LTD$3.3M0.03%206,451CommonSOLE
464287150ITOTISHARES TR$3.2M0.03%23,825CommonSOLE
088786108BCYCBICYCLE THERAPEUTICS PLC$3.2M0.03%461,100CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.2M0.03%7,615CommonSOLE
046433108ATROASTRONICS CORP$3.2M0.03%95,616CommonSOLE
907818108UNPUNION PAC CORP$3.2M0.03%13,800CommonSOLE
565394103CARTMAPLEBEAR INC$3.2M0.03%70,000CommonSOLE
882508104TXNTEXAS INSTRS INC$3.2M0.03%15,222CommonSOLE
30063P105EXKEXACT SCIENCES CORP$3.1M0.03%59,100PUTSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.1M0.03%32,500CommonSOLE
115637209BF/BBROWN FORMAN CORP$3.1M0.03%115,700CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$3.1M0.03%152,500PUTSOLE
477839104JBTMJBT MAREL CORPORATION$3.1M0.03%25,720CommonSOLE
88339J105TTDTHE TRADE DESK INC$3.1M0.03%42,807CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$3.1M0.03%2,421,000CommonSOLE
G8807B106TBPHTHERAVANCE BIOPHARMA INC$3.1M0.03%276,887CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.0M0.03%12,500CALLSOLE
687793109OSCROSCAR HEALTH INC$3.0M0.03%141,800PUTSOLE
12674W109CABACABALETTA BIO INC$3.0M0.03%1,997,208CommonSOLE
038222105AMATAPPLIED MATLS INC$3.0M0.03%16,525CommonSOLE
216648501COOCOOPER COS INC$3.0M0.03%41,809CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$3.0M0.02%131,605CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$2.9M0.02%3,222,000CommonSOLE
04010L103ARCCARES CAPITAL CORP$2.9M0.02%134,000CALLSOLE
98138H101WDAYWORKDAY INC$2.9M0.02%12,108CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.9M0.02%19,172CommonSOLE
92552V100VSATVIASAT INC$2.9M0.02%197,500CALLSOLE
146869102CVNACARVANA CO$2.9M0.02%8,500CALLSOLE
477143101JBLUJETBLUE AWYS CORP$2.9M0.02%675,000CALLSOLE
718546104PSXPHILLIPS 66$2.9M0.02%23,900CALLSOLE
071813109BAXBAXTER INTL INC$2.8M0.02%94,100CommonSOLE
75513E101RTXRTX CORPORATION$2.8M0.02%19,513CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.02%2,878CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.8M0.02%20,000PUTSOLE
097023105BABOEING CO$2.8M0.02%13,500PUTSOLE
887389104TKRTIMKEN CO$2.8M0.02%38,500CommonSOLE
443573100HUBSHUBSPOT INC$2.8M0.02%5,003CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$2.8M0.02%50,000PUTSOLE
980745103WWDWOODWARD INC$2.8M0.02%11,272CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.7M0.02%474CommonSOLE
26923G822PFFAETFIS SER TR I$2.7M0.02%131,240CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.7M0.02%8,342CommonSOLE
146869102CVNACARVANA CO$2.7M0.02%8,045CommonSOLE
097023105BABOEING CO$2.7M0.02%12,911CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.7M0.02%43,781CommonSOLE
88579Y101MMM3M CO$2.7M0.02%17,500CALLSOLE
857477103STTSTATE STR CORP$2.6M0.02%24,790CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.6M0.02%16,500CALLSOLE
531229AP7SIRI 3.75 03/15/28LIBERTY MEDIA CORP DEL$2.6M0.02%2,508,000CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$2.6M0.02%120,000CALLSOLE
703343AG8PATK 1.75 12/01/28PATRICK INDS INC$2.6M0.02%1,730,000CommonSOLE
75960P104RELYREMITLY GLOBAL INC$2.6M0.02%137,360CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.6M0.02%984CommonSOLE
770323103RHIROBERT HALF INC.$2.6M0.02%62,503CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.6M0.02%66,700CommonSOLE
464287515IGVISHARES TR$2.5M0.02%23,193CommonSOLE
74758T303QLYSQUALYS INC$2.5M0.02%17,752CommonSOLE
30063P105EXKEXACT SCIENCES CORP$2.5M0.02%47,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2.5M0.02%9,760CommonSOLE
749607107RLIRLI CORP$2.5M0.02%34,280CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2.5M0.02%11,344CommonSOLE
438516106HONHONEYWELL INTL INC$2.5M0.02%10,534CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.4M0.02%4,083CommonSOLE
278642103EBAYEBAY INC.$2.4M0.02%32,502CommonSOLE
747525103QCOMQUALCOMM INC$2.4M0.02%15,032CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$2.4M0.02%25,864CommonSOLE
314211103FHIFEDERATED HERMES INC$2.4M0.02%53,600CommonSOLE
336433107FSLRFIRST SOLAR INC$2.4M0.02%14,336CommonSOLE
77543R102ROKUROKU INC$2.4M0.02%27,000CommonSOLE
116794108BRKRBRUKER CORP$2.4M0.02%57,300CommonSOLE
948596AJ0WB 1.375 12/01/30WEIBO CORP$2.4M0.02%2,073,000CommonSOLE
750940108RALRALLIANT CORP$2.3M0.02%47,942CommonSOLE
16679L109CHWYCHEWY INC$2.3M0.02%54,433CommonSOLE
74347B201TBTPROSHARES TR$2.3M0.02%65,498CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.3M0.02%37,500PUTSOLE
166764100CVXCHEVRON CORP NEW$2.3M0.02%15,896CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.3M0.02%19,500CommonSOLE
04271TAB6ARRY 1 12/01/28ARRAY TECHNOLOGIES INC$2.3M0.02%2,860,000CommonSOLE
929236107WDFCWD 40 CO$2.3M0.02%9,947CommonSOLE
30257X104FBKFB FINL CORP$2.3M0.02%50,000CALLSOLE
46432F388VLUEISHARES TR$2.3M0.02%20,000CommonSOLE
92343E102VRSNVERISIGN INC$2.3M0.02%7,839CommonSOLE
337738108FISVFISERV INC$2.2M0.02%13,039CommonSOLE
947890109WBSWEBSTER FINL CORP$2.2M0.02%41,000PUTSOLE
344849104WOOFOOT LOCKER INC$2.2M0.02%91,000CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2.2M0.02%19,658CommonSOLE
23918K108DVADAVITA INC$2.2M0.02%15,614CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$2.2M0.02%1,471,000CommonSOLE
051774107AURAURORA INNOVATION INC$2.2M0.02%424,244CommonSOLE
68213N109OMCLOMNICELL COM$2.2M0.02%75,100CommonSOLE
77543R102ROKUROKU INC$2.2M0.02%25,000CALLSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$2.2M0.02%2,095,000CommonSOLE
464288414MUBISHARES TR$2.2M0.02%20,814CommonSOLE

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.