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Limestone Investment Advisors LP

Q2 2025 · 13F-HR

Limestone Investment Advisors LPholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005106

$1.15B
Reported value
480
Positions
2025-06-30
Period end
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The Brief · Limestone Investment Advisors LP · Q2 2025

AI · grounded in 13F

Limestone Investment Advisors LP established a new position in SPY valued at $104.2M. The fund also initiated new stakes in AAPL for $61.9M and GOOGL for $59.5M. Additional new positions include AMZN at $48M, META at $47.5M, and MSFT at $45.6M. Total assets under management stand at $1.15B across 275 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$104.2M9.08%168,644CommonSOLE
037833100AAPLAPPLE INC$35.7M3.11%174,100CALLSOLE
02079K305GOOGLALPHABET INC$29.6M2.57%167,700PUTSOLE
02079K305GOOGLALPHABET INC$29.0M2.52%164,400CALLSOLE
037833100AAPLAPPLE INC$26.2M2.28%127,600PUTSOLE
023135106AMZNAMAZON COM INC$24.2M2.11%110,200PUTSOLE
594918104MSFTMICROSOFT CORP$24.1M2.10%48,500PUTSOLE
30303M102METAMETA PLATFORMS INC$24.1M2.10%32,600PUTSOLE
023135106AMZNAMAZON COM INC$23.8M2.08%108,700CALLSOLE
30303M102METAMETA PLATFORMS INC$23.5M2.04%31,800CALLSOLE
594918104MSFTMICROSOFT CORP$21.4M1.87%43,100CALLSOLE
N07059210ASMLASML HOLDING N V$16.5M1.44%20,600PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$16.5M1.43%72,700PUTSOLE
464288513HYGISHARES TR$16.1M1.41%200,000PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$16.0M1.39%22,600PUTSOLE
N07059210ASMLASML HOLDING N V$15.7M1.37%19,600CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$14.6M1.28%50,500PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$14.2M1.24%20,100CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.7M1.20%47,400CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.2M1.15%40,900CALLSOLE
172967424CCITIGROUP INC$13.0M1.14%153,100CALLSOLE
64110L106NFLXNETFLIX INC$12.7M1.11%9,500CALLSOLE
36828A101GEVGE VERNOVA INC$12.5M1.09%23,600PUTSOLE
949746101WMT2WELLS FARGO CO NEW$12.3M1.07%153,100CALLSOLE
64110L106NFLXNETFLIX INC$12.1M1.05%9,000PUTSOLE
949746101WMT2WELLS FARGO CO NEW$11.8M1.03%147,600PUTSOLE
172967424CCITIGROUP INC$11.8M1.03%138,900PUTSOLE
060505104BACBANK AMERICA CORP$10.9M0.95%231,000PUTSOLE
060505104BACBANK AMERICA CORP$10.3M0.90%218,400CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.2M0.88%20,900CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.3M0.81%19,100PUTSOLE
65290E101NXTNEXTRACKER INC$9.0M0.78%165,390CommonSOLE
247361702DALDELTA AIR LINES INC DEL$8.8M0.76%178,500CALLSOLE
097023105BABOEING CO$7.7M0.67%36,600CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$7.4M0.65%81,600CALLSOLE
097023105BABOEING CO$7.3M0.64%34,900PUTSOLE
369604301GEGE AEROSPACE$6.5M0.57%25,200CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.5M0.56%28,600CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.1M0.53%81,900CALLSOLE
13321L108CCJCAMECO CORP$6.0M0.52%80,700PUTSOLE
92826C839VVISA INC$5.9M0.52%16,700PUTSOLE
92826C839VVISA INC$5.8M0.50%16,300CALLSOLE
617446448MSMORGAN STANLEY$5.7M0.50%40,800CALLSOLE
36828A101GEVGE VERNOVA INC$5.7M0.49%10,700CALLSOLE
09260D107BXBLACKSTONE INC$5.2M0.46%35,000PUTSOLE
92826C839VVISA INC$5.1M0.45%14,428CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.1M0.44%54,700CALLSOLE
617446448MSMORGAN STANLEY$5.0M0.44%35,500PUTSOLE
369604301GEGE AEROSPACE$5.0M0.44%19,400PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.9M0.43%52,400PUTSOLE
N00985106AERAERCAP HOLDINGS NV$4.8M0.42%41,206CommonSOLE
149123101CATCATERPILLAR INC$4.7M0.41%12,100PUTSOLE
031162100AMGNAMGEN INC$4.6M0.40%16,500CALLSOLE
833445109SNOWSNOWFLAKE INC$4.5M0.39%20,100CALLSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.5M0.39%8,200CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.4M0.38%38,475CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.3M0.37%7,900PUTSOLE
149123101CATCATERPILLAR INC$4.3M0.37%11,000CALLSOLE
404280406HSBCHSBC HLDGS PLC$4.2M0.37%69,037CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$4.2M0.36%373,300PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.1M0.36%12,800PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4.1M0.36%300,000CALLSOLE
254687106DISDISNEY WALT CO$4.0M0.35%32,500CALLSOLE
025816109AXPAMERICAN EXPRESS CO$3.8M0.33%11,900CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$3.8M0.33%10,800CommonSOLE
247361702DALDELTA AIR LINES INC DEL$3.6M0.31%73,500PUTSOLE
64110W102NTESNETEASE INC$3.6M0.31%26,467CommonSOLE
601137102MRPMILLROSE PPTYS INC$3.6M0.31%124,672CommonSOLE
038222105AMATAPPLIED MATLS INC$3.6M0.31%19,400CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.4M0.29%11,400CALLSOLE
336433107FSLRFIRST SOLAR INC$3.4M0.29%20,300CALLSOLE
23804L103DDOGDATADOG INC$3.3M0.29%24,900CALLSOLE
458140100INTCINTEL CORP$3.2M0.28%144,600CALLSOLE
532457108LLYELI LILLY & CO$3.2M0.28%4,100CALLSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$3.2M0.28%14,300CommonSOLE
747525103QCOMQUALCOMM INC$3.1M0.27%19,500CALLSOLE
92840M102VSTVISTRA CORP$3.1M0.27%15,830CommonSOLE
166764100CVXCHEVRON CORP NEW$3.1M0.27%21,400CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.0M0.26%10,300PUTSOLE
254687106DISDISNEY WALT CO$3.0M0.26%24,400PUTSOLE
G32089107ETORETORO GROUP LTD$3.0M0.26%45,000CommonSOLE
747525103QCOMQUALCOMM INC$2.9M0.25%18,300PUTSOLE
433313103HNGEHINGE HEALTH INC$2.9M0.25%56,000CommonSOLE
532457108LLYELI LILLY & CO$2.9M0.25%3,700PUTSOLE
025816109AXPAMERICAN EXPRESS CO$2.9M0.25%9,000PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$2.9M0.25%5,100PUTSOLE
23804L103DDOGDATADOG INC$2.8M0.25%21,000PUTSOLE
438516106HONHONEYWELL INTL INC$2.8M0.25%12,100CALLSOLE
337738108FISVFISERV INC$2.7M0.24%15,900PUTSOLE
717081103PFEPFIZER INC$2.7M0.24%112,100CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$2.7M0.23%12,500CALLSOLE
89677Q107TCOMTRIP COM GROUP LTD$2.6M0.23%44,600CommonSOLE
06738E204BCSBARCLAYS PLC$2.6M0.22%138,900CommonSOLE
47215P106JDJD.COM INC$2.6M0.22%78,690CommonSOLE
780259305SHELSHELL PLC$2.5M0.22%36,000CommonSOLE
337738108FISVFISERV INC$2.5M0.22%14,600CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.5M0.22%58,000PUTSOLE
47215P106JDJD.COM INC$2.5M0.22%77,000CALLSOLE
47215P106JDJD.COM INC$2.5M0.22%77,000PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$2.5M0.22%4,440CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$2.5M0.22%17,100CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.21%4,200CALLSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$2.3M0.20%195,371CommonSOLE
16935C109CHYMCHIME FINL INC$2.3M0.20%66,666CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$2.3M0.20%86,000CommonSOLE
235851102DHRDANAHER CORPORATION$2.3M0.20%11,600PUTSOLE
00287Y109ABBVABBVIE INC$2.3M0.20%12,200PUTSOLE
767204100RIORIO TINTO PLC$2.2M0.19%37,814CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.19%3CommonSOLE
336433107FSLRFIRST SOLAR INC$2.2M0.19%13,200PUTSOLE
831349105SLDESLIDE INS HLDGS INC$2.2M0.19%100,000CommonSOLE
040413205ANETARISTA NETWORKS INC$2.2M0.19%21,100CALLSOLE
482497104BEKEKE HLDGS INC$2.2M0.19%121,668CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.1M0.19%49,000CALLSOLE
654106103NKENIKE INC$2.1M0.19%29,900PUTSOLE
00287Y109ABBVABBVIE INC$2.1M0.18%11,100CALLSOLE
25809K105DASHDOORDASH INC$2.0M0.18%8,200CALLSOLE
771049103RBLXROBLOX CORP$2.0M0.17%19,000CALLSOLE
458140100INTCINTEL CORP$2.0M0.17%88,200PUTSOLE
654106103NKENIKE INC$1.9M0.17%27,000CALLSOLE
009066101ABNBAIRBNB INC$1.9M0.17%14,400PUTSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$1.9M0.16%60,000CommonSOLE
09075V102BNTXBIONTECH SE$1.8M0.16%17,190CommonSOLE
438516106HONHONEYWELL INTL INC$1.8M0.16%7,700PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.7M0.15%3,400CALLSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.15%8,300PUTSOLE
78463V107GLDSPDR GOLD TR$1.7M0.15%5,600CALLSOLE
166764100CVXCHEVRON CORP NEW$1.7M0.15%11,900PUTSOLE
595112103MUMICRON TECHNOLOGY INC$1.7M0.15%13,800CALLSOLE
040413205ANETARISTA NETWORKS INC$1.7M0.15%16,500PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$1.7M0.15%7,900PUTSOLE
25809K105DASHDOORDASH INC$1.7M0.15%6,800PUTSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$1.7M0.14%5,300PUTSOLE
771049103RBLXROBLOX CORP$1.6M0.14%15,600PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.6M0.14%3,200PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$1.6M0.14%144,300CALLSOLE
78463V107GLDSPDR GOLD TR$1.6M0.14%5,300PUTSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$1.6M0.14%11,100PUTSOLE
81762P102NOWSERVICENOW INC$1.5M0.13%1,500CALLSOLE
81762P102NOWSERVICENOW INC$1.5M0.13%1,500PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.5M0.13%5,000PUTSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.5M0.13%14,200CALLSOLE
H2927K103AMRZAMRIZE LTD$1.5M0.13%30,000CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$1.5M0.13%98,536CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.5M0.13%15,100PUTSOLE
237194105DRIDARDEN RESTAURANTS INC$1.4M0.13%6,600CALLSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M0.13%40,300PUTSOLE
855244109SBUXSTARBUCKS CORP$1.4M0.12%15,500CALLSOLE
595112103MUMICRON TECHNOLOGY INC$1.4M0.12%11,500PUTSOLE
526057104LENLENNAR CORP$1.4M0.12%12,800PUTSOLE
31428X106FDXFEDEX CORP$1.4M0.12%6,200CALLSOLE
235851102DHRDANAHER CORPORATION$1.4M0.12%7,100CALLSOLE
23331A109DHID R HORTON INC$1.4M0.12%10,590CommonSOLE
009066101ABNBAIRBNB INC$1.3M0.12%10,200CALLSOLE
833445109SNOWSNOWFLAKE INC$1.3M0.12%6,000PUTSOLE
72352L106PINSPINTEREST INC$1.3M0.12%37,000CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$1.3M0.12%40,800PUTSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$1.3M0.11%1,700CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.11%22,900PUTSOLE
75513E101RTXRTX CORPORATION$1.3M0.11%8,700PUTSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$1.2M0.10%3,000,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.10%15,600PUTSOLE
501044101KRKROGER CO$1.2M0.10%16,059CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.1M0.10%43,207CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.10%11,300PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.10%11,300CALLSOLE
049468101TEAMATLASSIAN CORPORATION$1.1M0.10%5,600PUTSOLE
31428X106FDXFEDEX CORP$1.1M0.10%5,000PUTSOLE
579780206MKCMCCORMICK & CO INC$1.1M0.10%14,811CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.10%7,600CALLSOLE
512807306LRCXLAM RESEARCH CORP$1.1M0.10%11,300CALLSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.09%30,500CALLSOLE
852234103XYZBLOCK INC$1.1M0.09%15,900CALLSOLE
143658300CCL1EURCARNIVAL CORP$1.1M0.09%38,400PUTSOLE
670100205NVONOVO-NORDISK A S$1.1M0.09%15,593CommonSOLE
855244109SBUXSTARBUCKS CORP$1.1M0.09%11,700PUTSOLE
72352L106PINSPINTEREST INC$1.1M0.09%29,700PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$1.1M0.09%94,300CommonSOLE
62944T105NVRNVR INC$1.0M0.09%141CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.0M0.09%18,500CALLSOLE
888787108TOSTTOAST INC$1.0M0.09%23,300PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.0M0.09%9,600PUTSOLE
13321L108CCJCAMECO CORP$1.0M0.09%13,534CommonSOLE
02079K305GOOGLALPHABET INC$995,3470.09%5,648CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$971,2530.08%10,410CommonSOLE
882508104TXNTEXAS INSTRS INC$955,0520.08%4,600CALLSOLE
34959E109FTNTFORTINET INC$951,4800.08%9,000CALLSOLE
806857108SLBSCHLUMBERGER LTD$929,5000.08%27,500CALLSOLE
55318A108MNTNMNTN INC$918,5400.08%42,000CommonSOLE
526057104LENLENNAR CORP$918,0630.08%8,300CALLSOLE
907818108UNPUNION PAC CORP$897,3120.08%3,900CALLSOLE
888787108TOSTTOAST INC$881,3710.08%19,900CALLSOLE
049468101TEAMATLASSIAN CORPORATION$873,2870.08%4,300CALLSOLE
958102105WDCWESTERN DIGITAL CORP$870,2640.08%13,600CALLSOLE
37940X102GPNGLOBAL PMTS INC$840,4200.07%10,500PUTSOLE
55087P104LYFTLYFT INC$838,4320.07%53,200PUTSOLE
902973304USBUS BANCORP DEL$819,0250.07%18,100PUTSOLE
227046109CROXCROCS INC$810,2400.07%8,000CommonSOLE
907818108UNPUNION PAC CORP$805,2800.07%3,500PUTSOLE
260557103DOWDOW INC$799,6960.07%30,200PUTSOLE
718546104PSXPHILLIPS 66$799,3100.07%6,700PUTSOLE
G4000K175GRRRGORILLA TECHNOLOGY GROUP INC$792,7760.07%39,858CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$771,0260.07%7,300PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$770,3750.07%2,500CALLSOLE
34959E109FTNTFORTINET INC$761,1840.07%7,200PUTSOLE
09260D107BXBLACKSTONE INC$750,8920.07%5,020CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$747,7780.07%17,800PUTSOLE
22266T109CPNGCOUPANG INC$746,0040.06%24,900CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$737,8800.06%5,200CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$736,3880.06%22,700CALLSOLE
698813102PZZAPAPA JOHNS INTL INC$734,1000.06%15,000CommonSOLE
H5919C104ONONON HLDG AG$733,9050.06%14,100CALLSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$722,9130.06%750,000CommonSOLE
931142103WMTWALMART INC$713,7940.06%7,300PUTSOLE
13321L108CCJCAMECO CORP$705,1850.06%9,500CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$704,2650.06%2,900PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$701,8200.06%9,000PUTSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$690,6060.06%900PUTSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$689,2820.06%1,700PUTSOLE
N3167Y103RACEFERRARI N V$687,0360.06%1,400PUTSOLE
79466L302CRMSALESFORCE INC$681,7250.06%2,500CALLSOLE
143658300CCL1EURCARNIVAL CORP$680,5040.06%24,200CALLSOLE
48251W104KKRKKR & CO INC$665,1500.06%5,000PUTSOLE
958102105WDCWESTERN DIGITAL CORP$659,0970.06%10,300PUTSOLE
670100205NVONOVO-NORDISK A S$648,7880.06%9,400CALLSOLE
803054204SAPSAP SE$638,6100.06%2,100PUTSOLE
852234103XYZBLOCK INC$638,5420.06%9,400PUTSOLE
20825C104COPCONOCOPHILLIPS$637,1540.06%7,100CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$634,3510.06%15,100CALLSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$626,2800.05%2,000CALLSOLE
48251W104KKRKKR & CO INC$625,2410.05%4,700CALLSOLE
82509L107SHOPSHOPIFY INC$622,8900.05%5,400CALLSOLE
629377508NRGNRG ENERGY INC$610,2040.05%3,800PUTSOLE
718546104PSXPHILLIPS 66$608,4300.05%5,100CALLSOLE
806857108SLBSCHLUMBERGER LTD$601,6400.05%17,800PUTSOLE
22266T109CPNGCOUPANG INC$590,2120.05%19,700PUTSOLE
237194105DRIDARDEN RESTAURANTS INC$588,5190.05%2,700PUTSOLE
031162100AMGNAMGEN INC$586,3410.05%2,100PUTSOLE
17275R102CSCOCISCO SYS INC$582,7920.05%8,400CALLSOLE
670100205NVONOVO-NORDISK A S$579,7680.05%8,400PUTSOLE
H5919C104ONONON HLDG AG$577,7550.05%11,100PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$567,6000.05%4,000PUTSOLE
G6683N103NUNU HLDGS LTD$566,6360.05%41,300PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$558,5550.05%2,300CALLSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$555,1200.05%1,800PUTSOLE
25179M103DVNDEVON ENERGY CORP NEW$550,3130.05%17,300CALLSOLE
68170A108OMDAOMADA HEALTH INC$549,0000.05%30,000CommonSOLE
04681Y103ASICATEGRITY SPECIALTY IN CO HO$538,0000.05%25,000CommonSOLE
74340W103PLDPROLOGIS INC.$536,1120.05%5,100CALLSOLE
74340W103PLDPROLOGIS INC.$536,1120.05%5,100PUTSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$532,3910.05%28,950CommonSOLE
260557103DOWDOW INC$532,2480.05%20,100CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$531,2270.05%16,700PUTSOLE
23331A109DHID R HORTON INC$528,5720.05%4,100PUTSOLE
571903202MARMARRIOTT INTL INC NEW$519,0990.05%1,900CALLSOLE
629377508NRGNRG ENERGY INC$512,9420.04%500,030CommonSOLE
150870103CECELANESE CORP DEL$508,7200.04%500,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$503,6760.04%6,800PUTSOLE
26856L103ELFE L F BEAUTY INC$497,7600.04%4,000CALLSOLE
00508Y102AYIACUITY INC$487,4880.04%1,634CommonSOLE
437076102HDHOME DEPOT INC$476,6320.04%1,300PUTSOLE
G6683N103NUNU HLDGS LTD$474,7120.04%34,600CALLSOLE
82509L107SHOPSHOPIFY INC$472,9350.04%4,100PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$472,6040.04%4,400CALLSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$462,6000.04%1,500CALLSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$460,0820.04%5,900CALLSOLE
17275R102CSCOCISCO SYS INC$457,9080.04%6,600PUTSOLE
968223206WLYWILEY JOHN & SONS INC$456,2970.04%10,224CommonSOLE
37940X102GPNGLOBAL PMTS INC$456,2280.04%5,700CALLSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$453,9840.04%3,200PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$451,7660.04%930CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$446,0060.04%1,100CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$442,2990.04%3,900CALLSOLE
79466L302CRMSALESFORCE INC$436,3040.04%1,600PUTSOLE
98954M200ZZILLOW GROUP INC$434,3100.04%6,200PUTSOLE
98138H101WDAYWORKDAY INC$432,0000.04%1,800PUTSOLE
550021109LULULULULEMON ATHLETICA INC$427,6440.04%1,800PUTSOLE
517834107LVSLAS VEGAS SANDS CORP$422,0470.04%9,700CALLSOLE
704326107PAYXPAYCHEX INC$421,8340.04%2,900PUTSOLE
704326107PAYXPAYCHEX INC$421,8340.04%2,900CALLSOLE
30212P303EXPEEXPEDIA GROUP INC$421,7000.04%2,500PUTSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$418,0450.04%30,492CommonSOLE
368736104GNRCGENERAC HLDGS INC$415,3090.04%2,900PUTSOLE
23331A109DHID R HORTON INC$412,5440.04%3,200CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$409,2800.04%2,000PUTSOLE
981811102WORWORTHINGTON ENTERPRISES INC$403,4780.04%6,340CommonSOLE
01444V103ANNAALEANNA INC$403,2000.04%56,000CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$402,4080.04%5,400PUTSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$398,8000.03%5,000CALLSOLE
88579Y101MMM3M CO$395,8240.03%2,600PUTSOLE
20825C104COPCONOCOPHILLIPS$394,8560.03%4,400PUTSOLE
N3167Y103RACEFERRARI N V$392,5920.03%800CALLSOLE
552953101MGMMGM RESORTS INTERNATIONAL$388,6070.03%11,300CALLSOLE
629377508NRGNRG ENERGY INC$385,3920.03%2,400CALLSOLE
60770K107MRNAMODERNA INC$383,5010.03%13,900CommonSOLE
778296103ROSTROSS STORES INC$382,7400.03%3,000CALLSOLE
571903202MARMARRIOTT INTL INC NEW$382,4940.03%1,400PUTSOLE
008073108AVAVAEROVIRONMENT INC$381,8330.03%1,340CommonSOLE
74766Q101QTRXQUANTERIX CORP$372,8460.03%56,067CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$368,8620.03%2,600CALLSOLE
803054204SAPSAP SE$364,9200.03%1,200CALLSOLE
931142103WMTWALMART INC$352,0080.03%3,600CALLSOLE
H42097107UBSUBS GROUP AG$351,7280.03%10,400CALLSOLE
902973304USBUS BANCORP DEL$343,9000.03%7,600CALLSOLE
74762E102QUREQUANTA SVCS INC$340,2720.03%900CALLSOLE
243537107DECKDECKERS OUTDOOR CORP$340,1310.03%3,300CALLSOLE
577081102MATMATTEL INC$337,2120.03%17,100CALLSOLE
285512109EAELECTRONIC ARTS INC$335,3700.03%2,100PUTSOLE
437076102HDHOME DEPOT INC$329,9760.03%900CALLSOLE
26603R106DUOLDUOLINGO INC$328,0160.03%800PUTSOLE
55087P104LYFTLYFT INC$327,8080.03%20,800CALLSOLE
009066101ABNBAIRBNB INC$316,9540.03%2,395CommonSOLE
461202103INTUINTUIT$315,0520.03%400PUTSOLE
260557103DOWDOW INC$313,8670.03%11,853CommonSOLE
052769106ADSKAUTODESK INC$309,5700.03%1,000PUTSOLE
550021109LULULULULEMON ATHLETICA INC$308,8540.03%1,300CALLSOLE
72919P202PLUGPLUG POWER INC$304,7050.03%204,500CommonSOLE
81141R100SESEA LTD$303,8860.03%1,900CALLSOLE
447462102HURNHURON CONSULTING GROUP INC$302,5880.03%2,200CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$302,2600.03%7,000CommonSOLE
693656100PVHPVH CORPORATION$301,8400.03%4,400CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$301,6780.03%8,200CommonSOLE
090043100BILLBILL HOLDINGS INC$300,6900.03%6,500CommonSOLE
67079K100SMRNUSCALE PWR CORP$300,6560.03%7,600CommonSOLE
88025T102TENBTENABLE HLDGS INC$300,6420.03%8,900CommonSOLE
G5S37H101MRXMAREX GROUP PLC$299,9720.03%7,600CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$299,9040.03%2,200CommonSOLE
90138F102TWLOTWILIO INC$298,4640.03%2,400CALLSOLE
82982T106SITMSITIME CORP$298,3120.03%1,400CommonSOLE
12468P104AIC3 AI INC$297,2970.03%12,100CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$296,7040.03%6,100CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$295,8680.03%6,800PUTSOLE
858119100STLDSTEEL DYNAMICS INC$294,4230.03%2,300PUTSOLE
722304102PDDPDD HOLDINGS INC$293,0480.03%2,800CALLSOLE
671044105OSISOSI SYSTEMS INC$292,3180.03%1,300CommonSOLE
88579Y101MMM3M CO$289,2560.03%1,900CALLSOLE
880770102TERTERADYNE INC$287,7440.03%3,200CALLSOLE
406216101HALHALLIBURTON CO$285,3200.02%14,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$279,6300.02%1,500PUTSOLE
87612G101TRGPTARGA RES CORP$278,5280.02%1,600PUTSOLE
406216101HALHALLIBURTON CO$275,1300.02%13,500CALLSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$274,4960.02%6,400CALLSOLE
526057104LENLENNAR CORP$273,7600.02%2,475CommonSOLE
09228F103BBBLACKBERRY LTD$266,2400.02%58,131CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$265,3290.02%3,100PUTSOLE
98138H101WDAYWORKDAY INC$264,0000.02%1,100CALLSOLE
371927104GELGENESIS ENERGY L P$261,8450.02%250,000CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$261,8250.02%250,000CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$258,5050.02%250,000CommonSOLE
95082P105WCCWESCO INTL INC$258,4850.02%250,000CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$258,0280.02%250,000CommonSOLE
29364G103ETRENTERGY CORP NEW$257,6720.02%3,100CALLSOLE
05464C101AXONAXON ENTERPRISE INC$257,4500.02%250,000CommonSOLE
87612E106TGTTARGET CORP$256,4900.02%2,600PUTSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$256,3550.02%250,000CommonSOLE
038222105AMATAPPLIED MATLS INC$256,2980.02%1,400CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$256,2760.02%7,900CommonSOLE
G0084W101ADNTADIENT PLC$256,1230.02%250,000CommonSOLE
68268W103OMFONEMAIN HLDGS INC$255,0980.02%250,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$254,5800.02%250,000CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$253,5800.02%250,000CommonSOLE
829242106SBGISINCLAIR INC$253,4430.02%250,000CommonSOLE
880779103TEXTEREX CORP NEW$250,6580.02%250,000CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$250,4730.02%250,000CommonSOLE
577081102MATMATTEL INC$248,4720.02%12,600PUTSOLE
451100101IEPICAHN ENTERPRISES LP$247,6850.02%250,000CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$246,8950.02%250,000CommonSOLE
55087P104LYFTLYFT INC$245,5410.02%15,580CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$245,3760.02%6,400CALLSOLE
50187T106LGIHLGI HOMES INC$238,2880.02%250,000CommonSOLE
461202103INTUINTUIT$236,2890.02%300CALLSOLE
55939A107MAGNMAGNERA CORP$235,8550.02%250,000CommonSOLE
18915M107NETCLOUDFLARE INC$234,9960.02%1,200CALLSOLE
163851108CCCHEMOURS CO$234,4000.02%250,000CommonSOLE
G63365103MURAMURAL ONCOLOGY PUB LTD CO$225,6690.02%91,364CommonSOLE
722304102PDDPDD HOLDINGS INC$219,7860.02%2,100PUTSOLE
253393102DKSDICKS SPORTING GOODS INC$217,5910.02%1,100CALLSOLE
049468101TEAMATLASSIAN CORPORATION$215,2750.02%1,060CommonSOLE
91913Y100VLOVALERO ENERGY CORP$215,0720.02%1,600PUTSOLE
90138F102TWLOTWILIO INC$211,4120.02%1,700PUTSOLE
26603R106DUOLDUOLINGO INC$209,1100.02%510CommonSOLE
892331307TMTOYOTA MOTOR CORP$206,7120.02%1,200CALLSOLE
281020107EIXEDISON INTL$206,4000.02%4,000CALLSOLE
89832Q109TFCTRUIST FINL CORP$206,3520.02%4,800CALLSOLE
26603R106DUOLDUOLINGO INC$205,0100.02%500CALLSOLE
368736104GNRCGENERAC HLDGS INC$200,4940.02%1,400CALLSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$194,1850.02%11,712CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$190,6090.02%4,100CALLSOLE
74762E102QUREQUANTA SVCS INC$189,0400.02%500PUTSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$188,1240.02%610CommonSOLE
052769106ADSKAUTODESK INC$185,7420.02%600CALLSOLE
172908105CTASCINTAS CORP$178,2960.02%800CALLSOLE
87612E106TGTTARGET CORP$177,5700.02%1,800CALLSOLE
89832Q109TFCTRUIST FINL CORP$176,2590.02%4,100PUTSOLE
086516101BBYBEST BUY INC$174,5380.02%2,600CALLSOLE
086516101BBYBEST BUY INC$174,5380.02%2,600PUTSOLE
679295105OKTAOKTA INC$169,9490.01%1,700CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$169,7080.01%1,580CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$168,6960.01%4,400PUTSOLE
778296103ROSTROSS STORES INC$165,8540.01%1,300PUTSOLE
243537107DECKDECKERS OUTDOOR CORP$164,9120.01%1,600PUTSOLE
20030N101CMCSACOMCAST CORP NEW$164,8880.01%4,620CommonSOLE
969457100WMBWILLIAMS COS INC$163,3060.01%2,600CALLSOLE
81141R100SESEA LTD$159,9400.01%1,000PUTSOLE
026874784AIGAMERICAN INTL GROUP INC$154,0620.01%1,800CALLSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$149,0400.01%2,000CALLSOLE
01444V111ANNAWALEANNA INC$147,9770.01%629,688CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$140,7330.01%1,900CommonSOLE
565394103CARTMAPLEBEAR INC$140,2440.01%3,100CALLSOLE
858119100STLDSTEEL DYNAMICS INC$139,5310.01%1,090CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$132,9570.01%1,700CALLSOLE
020952107AMODALPHA MODUS HLDGS INC$128,2500.01%112,500CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$127,4080.01%1,600PUTSOLE
26856L103ELFE L F BEAUTY INC$124,4400.01%1,000PUTSOLE
37940X102GPNGLOBAL PMTS INC$124,0620.01%1,550CommonSOLE
892331307TMTOYOTA MOTOR CORP$120,5820.01%700PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$118,0210.01%383CommonSOLE
N3167Y103RACEFERRARI N V$117,7780.01%240CommonSOLE
717081103PFEPFIZER INC$116,3520.01%4,800PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$114,5980.01%560CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$114,1160.01%210CommonSOLE
285512109EAELECTRONIC ARTS INC$111,7900.01%700CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$111,4820.01%1,400CALLSOLE
98954M200ZZILLOW GROUP INC$109,9790.01%1,570CommonSOLE
87612G101TRGPTARGA RES CORP$109,6700.01%630CommonSOLE
565394103CARTMAPLEBEAR INC$104,0520.01%2,300PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$102,8950.01%610CommonSOLE
60770K107MRNAMODERNA INC$102,0830.01%3,700PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$101,2080.01%600CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$98,9050.01%500PUTSOLE
G0136H102AERTAERIES TECHNOLOGY INC$95,0950.01%77,947CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$93,8520.01%1,200PUTSOLE
038222105AMATAPPLIED MATLS INC$91,5350.01%500PUTSOLE
98954M200ZZILLOW GROUP INC$91,0650.01%1,300CALLSOLE
60770K107MRNAMODERNA INC$91,0470.01%3,300CALLSOLE
172908105CTASCINTAS CORP$89,1480.01%400PUTSOLE
008073108AVAVAEROVIRONMENT INC$85,4850.01%300PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$81,8560.01%400CALLSOLE
679295105OKTAOKTA INC$79,9760.01%800PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$78,9160.01%1,012CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$77,2020.01%1,800PUTSOLE
969457100WMBWILLIAMS COS INC$75,3720.01%1,200PUTSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$74,0700.01%1,000CALLSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$71,7840.01%900PUTSOLE
91913Y100VLOVALERO ENERGY CORP$67,2100.01%500CALLSOLE
803054204SAPSAP SE$63,8610.01%210CommonSOLE
89278D125TBMCRTRAILBLAZER MERGER CORP I$63,4270.01%170,000CommonSOLE
020952115AMODWALPHA MODUS HLDGS INC$59,7360.01%538,163CommonSOLE
626717102MURMURPHY OIL CORP$47,8220.00%50,000CommonSOLE
767204100RIORIO TINTO PLC$34,9980.00%600CALLSOLE
29364G103ETRENTERGY CORP NEW$33,2480.00%400PUTSOLE
654484153NIOBWNIOCORP DEVS LTD$30,7340.00%60,571CommonSOLE
008073108AVAVAEROVIRONMENT INC$28,4950.00%100CALLSOLE
552953101MGMMGM RESORTS INTERNATIONAL$20,6340.00%600PUTSOLE
227046109CROXCROCS INC$20,2560.00%200PUTSOLE
18915M107NETCLOUDFLARE INC$19,5830.00%100PUTSOLE
G85727116SDAWWSUNCAR TECHNOLOGY GROUP INC$19,2210.00%274,581CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$18,2480.00%200PUTSOLE
880770102TERTERADYNE INC$17,9840.00%200PUTSOLE
09260D107BXBLACKSTONE INC$14,9580.00%100CALLSOLE
G0136H110AERTWAERIES TECHNOLOGY INC$14,3250.00%497,399CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$13,9470.00%300PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$11,3410.00%100PUTSOLE
368736104GNRCGENERAC HLDGS INC$10,0250.00%70CommonSOLE
G4375F116HAYMAKER ACQUISITION CORP IV$6,9860.00%19,405CommonSOLE
53271X116LIMNWLIMINATUS PHARMA INC.$5,4130.00%22,562CommonSOLE
693489114VEEAWVEEA INC$5,2590.00%38,668CommonSOLE
G49667119ISLWFISRAEL ACQUISITIONS CORP$5,0100.00%22,516CommonSOLE
20460L112SPWRWCOMPLETE SOLARIA INC$4,9070.00%15,076CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4,8570.00%20CommonSOLE
G20707116CCGWWCHECHE GROUP INC$3,6860.00%145,700CommonSOLE
738920115ASBPWASPIRE BIOPHARMA HLDGS INC$3,3530.00%75,000CommonSOLE
53838J113LVWR/WSLIVEWIRE GROUP INC$2,6620.00%52,200CommonSOLE
337655112NOTEWFISCALNOTE HOLDINGS INC$1,9580.00%19,700CommonSOLE
54572F119LOTWWLOTUS TECHNOLOGY INC$1,8220.00%17,351CommonSOLE
23248B117CXAIWCXAPP INC$1,1270.00%15,168CommonSOLE
09769B115BSLKWBOLT PROJS HLDGS INC$1,0880.00%42,010CommonSOLE
G268AP117CGBWFCROWN LNG HLDGS LTD$1,0490.00%33,000CommonSOLE
29415V117COCHWENVOY MEDICAL INC$8280.00%23,467CommonSOLE
02008G110ALURWALLURION TECHNOLOGIES INC$3440.00%10,950CommonSOLE

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.