MondegarAI
Laurion Capital Management LP

Q2 2025 · 13F-HR

Laurion Capital Management LPholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005243

$5.54B
Reported value
381
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288513HYGISHARES TR$282.7M5.10%3,504,700PUTSOLE
67066G104NVDANVIDIA CORPORATION$279.4M5.04%1,768,400PUTSOLE
67066G104NVDANVIDIA CORPORATION$245.6M4.43%1,554,300CALLSOLE
023135106AMZNAMAZON COM INC$167.7M3.03%764,400CALLSOLE
464287655IWMISHARES TR$161.8M2.92%750,000PUTSOLE
42809H107HESHESS CORP$133.2M2.40%961,486CommonSOLE
464288513HYGISHARES TR$127.0M2.29%1,575,000CALLSOLE
00287Y109ABBVABBVIE INC$126.4M2.28%680,900CALLSOLE
594918104MSFTMICROSOFT CORP$125.0M2.26%251,300PUTSOLE
30303M102METAMETA PLATFORMS INC$111.8M2.02%151,500CALLSOLE
03662Q105AKXANSYS INC$110.6M2.00%314,862CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$105.5M1.90%363,800PUTSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$104.1M1.88%2,411,248CommonSOLE
30303M102METAMETA PLATFORMS INC$101.5M1.83%137,500PUTSOLE
594918104MSFTMICROSOFT CORP$101.3M1.83%203,600CALLSOLE
02079K305GOOGLALPHABET INC$94.1M1.70%534,100CALLSOLE
693475105PNCPNC FINL SVCS GROUP INC$93.2M1.68%500,000CALLSOLE
037833100AAPLAPPLE INC$83.2M1.50%405,500PUTSOLE
855244109SBUXSTARBUCKS CORP$81.5M1.47%889,400PUTSOLE
532457108LLYELI LILLY & CO$78.0M1.41%100,000CALLSOLE
02079K305GOOGLALPHABET INC$77.5M1.40%439,600PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$74.5M1.34%105,200CALLSOLE
617446448MSMORGAN STANLEY$71.0M1.28%504,000CALLSOLE
88160R101TSLATESLA INC$68.5M1.24%215,700CALLSOLE
166764100CVXCHEVRON CORP NEW$68.0M1.23%475,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$66.8M1.21%94,400PUTSOLE
037833100AAPLAPPLE INC$66.8M1.21%325,600CALLSOLE
060505104BACBANK AMERICA CORP$63.1M1.14%1,334,100CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$57.5M1.04%102,400PUTSOLE
02079K107GOOGALPHABET INC$56.4M1.02%318,000CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$54.2M0.98%700,000CALLSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$53.0M0.96%752,600CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$50.6M0.91%174,700CALLSOLE
88160R101TSLATESLA INC$49.7M0.90%156,400PUTSOLE
617446448MSMORGAN STANLEY$49.5M0.89%351,300PUTSOLE
023135106AMZNAMAZON COM INC$45.7M0.83%208,500PUTSOLE
902973304USBUS BANCORP DEL$45.3M0.82%1,000,000CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$43.1M0.78%472,700CALLSOLE
02079K107GOOGALPHABET INC$39.5M0.71%222,700PUTSOLE
097023105BABOEING CO$39.4M0.71%188,000CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$37.6M0.68%176,638CommonSOLE
20825C104COPCONOCOPHILLIPS$35.9M0.65%400,000PUTSOLE
20030N101CMCSACOMCAST CORP NEW$35.7M0.64%1,000,000CALLSOLE
097023105BABOEING CO$34.8M0.63%166,100PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$33.8M0.61%60,100CALLSOLE
68389X105ORCLORACLE CORP$32.8M0.59%150,000PUTSOLE
68389X105ORCLORACLE CORP$32.8M0.59%150,000CALLSOLE
58733R102MELIMERCADOLIBRE INC$32.1M0.58%12,300PUTSOLE
25809K105DASHDOORDASH INC$31.0M0.56%125,800PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$30.5M0.55%39,800CALLSOLE
882508104TXNTEXAS INSTRS INC$29.2M0.53%140,500PUTSOLE
907818108UNPUNION PAC CORP$28.5M0.51%123,800CALLSOLE
907818108UNPUNION PAC CORP$28.5M0.51%123,800PUTSOLE
30231G102XOMEXXON MOBIL CORP$25.9M0.47%240,000CALLSOLE
191216100KOCOCA COLA CO$25.7M0.46%363,700CALLSOLE
882508104TXNTEXAS INSTRS INC$25.5M0.46%122,700CALLSOLE
031162100AMGNAMGEN INC$25.0M0.45%89,700CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$25.0M0.45%49,100CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$24.3M0.44%43,247CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$23.8M0.43%1,762,582CommonSOLE
949746101WMT2WELLS FARGO CO NEW$22.9M0.41%285,900PUTSOLE
438516106HONHONEYWELL INTL INC$22.5M0.41%96,800PUTSOLE
146869102CVNACARVANA CO$22.2M0.40%65,900PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$22.1M0.40%43,300PUTSOLE
88160R101TSLATESLA INC$21.8M0.39%68,520CommonSOLE
48251W104KKRKKR & CO INC$21.4M0.39%160,600PUTSOLE
17275R102CSCOCISCO SYS INC$21.0M0.38%303,000PUTSOLE
172967424CCITIGROUP INC$20.4M0.37%240,100PUTSOLE
36828A101GEVGE VERNOVA INC$20.4M0.37%38,600PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$20.3M0.37%3,500CALLSOLE
67080N101NUVBNUVATION BIO INC$20.0M0.36%10,240,706CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$19.4M0.35%25,300PUTSOLE
655844108NSCNORFOLK SOUTHN CORP$19.2M0.35%75,000CALLSOLE
655844108NSCNORFOLK SOUTHN CORP$19.2M0.35%75,000PUTSOLE
060505104BACBANK AMERICA CORP$18.8M0.34%398,000PUTSOLE
78409V104SPGIS&P GLOBAL INC$18.3M0.33%34,700CALLSOLE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$17.9M0.32%19,100,000CommonSOLE
79466L302CRMSALESFORCE INC$17.5M0.32%64,100PUTSOLE
833445109SNOWSNOWFLAKE INC$15.6M0.28%69,700CALLSOLE
254687106DISDISNEY WALT CO$14.1M0.25%113,600PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.1M0.25%99,200PUTSOLE
12572Q105CMECME GROUP INC$13.8M0.25%49,989CommonSOLE
842587107SOSOUTHERN CO$13.8M0.25%150,000CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13.7M0.25%43,900CALLSOLE
002942100AARDAARDVARK THERAPEUTICS INC$13.4M0.24%989,068CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC$12.6M0.23%17,500,000CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$12.0M0.22%170,600PUTSOLE
461202103INTUINTUIT$11.8M0.21%15,000CALLSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$11.6M0.21%250,000CommonSOLE
038222105AMATAPPLIED MATLS INC$11.4M0.21%62,200PUTSOLE
G29183103ETNEATON CORP PLC$10.8M0.19%30,200CALLSOLE
81762P102NOWSERVICENOW INC$10.6M0.19%10,300CALLSOLE
36828A101GEVGE VERNOVA INC$10.5M0.19%19,900CALLSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$10.5M0.19%73,900PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$10.3M0.19%31,876CommonSOLE
92840M102VSTVISTRA CORP$10.3M0.19%53,027CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$10.2M0.18%120,000CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$10.2M0.18%120,000PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.2M0.18%74,529CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$9.9M0.18%15,500,000CommonSOLE
833445109SNOWSNOWFLAKE INC$9.8M0.18%43,600PUTSOLE
149123101CATCATERPILLAR INC$9.5M0.17%24,500PUTSOLE
92826C839VVISA INC$9.3M0.17%26,100CALLSOLE
09290D101BLKBLACKROCK INC$9.2M0.17%8,800CALLSOLE
64110L106NFLXNETFLIX INC$9.1M0.16%6,817CommonSOLE
629377508NRGNRG ENERGY INC$9.1M0.16%56,446CommonSOLE
82509L107SHOPSHOPIFY INC$9.0M0.16%78,100PUTSOLE
78409V104SPGIS&P GLOBAL INC$8.7M0.16%16,500PUTSOLE
58733R102MELIMERCADOLIBRE INC$8.6M0.16%3,298CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8.5M0.15%34,887CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8.4M0.15%10,117CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.1M0.15%39,700PUTSOLE
433313103HNGEHINGE HEALTH INC$7.8M0.14%150,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.7M0.14%82,186CommonSOLE
05280R100AUTLAUTOLUS THERAPEUTICS PLC$7.6M0.14%3,316,626CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$7.4M0.13%60,400PUTSOLE
009066101ABNBAIRBNB INC$7.4M0.13%55,925CommonSOLE
25746U109DDOMINION ENERGY INC$7.1M0.13%125,000CALLSOLE
31488V107FERGFERGUSON ENTERPRISES INC$6.9M0.12%31,646CommonSOLE
032654105ADIANALOG DEVICES INC$6.9M0.12%28,900CALLSOLE
09260D107BXBLACKSTONE INC$6.8M0.12%45,400PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.7M0.12%12,300PUTSOLE
09290D101BLKBLACKROCK INC$6.5M0.12%6,200PUTSOLE
571903202MARMARRIOTT INTL INC NEW$6.5M0.12%23,700CALLSOLE
172967424CCITIGROUP INC$6.5M0.12%75,900CALLSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$6.4M0.12%273,142CommonSOLE
032654105ADIANALOG DEVICES INC$6.1M0.11%25,800PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.1M0.11%49,500CALLSOLE
025816109AXPAMERICAN EXPRESS CO$5.7M0.10%17,900CALLSOLE
14147L108CRDFCARDIFF ONCOLOGY INC$5.7M0.10%1,797,282CommonSOLE
03831W108APPAPPLOVIN CORP$5.6M0.10%16,037CommonSOLE
146869102CVNACARVANA CO$5.5M0.10%16,262CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.7M0.08%22,900CALLSOLE
855244109SBUXSTARBUCKS CORP$4.6M0.08%50,474CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.5M0.08%31,400CALLSOLE
79466L302CRMSALESFORCE INC$4.4M0.08%16,129CommonSOLE
92826C839VVISA INC$4.3M0.08%12,000PUTSOLE
115236101BROBROWN & BROWN INC$4.1M0.07%36,654CommonSOLE
747324101PYXSPYXIS ONCOLOGY INC$4.0M0.07%3,625,974CommonSOLE
461202103INTUINTUIT$3.7M0.07%4,700PUTSOLE
438516106HONHONEYWELL INTL INC$3.7M0.07%15,836CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.3M0.06%38,398CommonSOLE
G4444H101BBOTHELIX ACQUISITION CORP II$3.2M0.06%300,000CommonSOLE
922475108VEEVVEEVA SYS INC$3.2M0.06%11,073CommonSOLE
17275R102CSCOCISCO SYS INC$3.1M0.06%45,100CALLSOLE
20825C104COPCONOCOPHILLIPS$3.1M0.06%34,187CommonSOLE
N07059210ASMLASML HOLDING N V$3.0M0.05%3,700CALLSOLE
36828A101GEVGE VERNOVA INC$3.0M0.05%5,580CommonSOLE
64110L106NFLXNETFLIX INC$2.9M0.05%2,200PUTSOLE
G25508105CRHCRH PLC$2.9M0.05%31,892CommonSOLE
09260D107BXBLACKSTONE INC$2.9M0.05%19,400CALLSOLE
949746101WMT2WELLS FARGO CO NEW$2.8M0.05%35,200CALLSOLE
82509L107SHOPSHOPIFY INC$2.8M0.05%24,200CALLSOLE
47233W109JEFJEFFERIES FINL GROUP INC$2.7M0.05%50,093CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$2.5M0.05%1,294CommonSOLE
50212V100LPLALPL FINL HLDGS INC$2.5M0.04%6,646CommonSOLE
907818108UNPUNION PAC CORP$2.5M0.04%10,791CommonSOLE
001055102AFLAFLAC INC$2.5M0.04%23,379CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.4M0.04%16,922CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.4M0.04%29,660CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.3M0.04%4,145CommonSOLE
58933Y105MRKMERCK & CO INC$2.2M0.04%27,909CommonSOLE
G6683N103NUNU HLDGS LTD$2.2M0.04%157,973CommonSOLE
48251W104KKRKKR & CO INC$2.1M0.04%16,084CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$2.0M0.04%9,828CommonSOLE
747525103QCOMQUALCOMM INC$1.9M0.03%11,954CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M0.03%11,500CALLSOLE
278642103EBAYEBAY INC.$1.8M0.03%24,604CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.8M0.03%42,100CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$1.7M0.03%4,914CommonSOLE
58933Y105MRKMERCK & CO INC$1.7M0.03%21,700CALLSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.7M0.03%9,568CommonSOLE
38341P102GOSSGOSSAMER BIO INC$1.7M0.03%1,343,772CommonSOLE
501044101KRKROGER CO$1.6M0.03%22,963CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$1.6M0.03%275,915CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.5M0.03%16,320CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.5M0.03%9,270CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.5M0.03%5,418CommonSOLE
969457100WMBWILLIAMS COS INC$1.5M0.03%23,737CommonSOLE
336433107FSLRFIRST SOLAR INC$1.5M0.03%8,999CommonSOLE
79466L302CRMSALESFORCE INC$1.5M0.03%5,400CALLSOLE
457669307INSMINSMED INC$1.4M0.03%14,347CommonSOLE
438516106HONHONEYWELL INTL INC$1.4M0.03%6,200CALLSOLE
H1467J104CBCHUBB LIMITED$1.4M0.03%4,918CommonSOLE
872590104TMUST-MOBILE US INC$1.4M0.03%5,961CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.03%8,800PUTSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.4M0.03%4,372CommonSOLE
713448108PEPPEPSICO INC$1.4M0.03%10,576CommonSOLE
4525EP101VTLUSDIMMUNIC INC$1.3M0.02%1,905,063CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.02%3,364CommonSOLE
743315103PGRPROGRESSIVE CORP$1.3M0.02%4,879CommonSOLE
92826C839VVISA INC$1.3M0.02%3,621CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.3M0.02%7,730CommonSOLE
62482R10707WAMR COOPER GROUP INC$1.2M0.02%8,258CommonSOLE
888787108TOSTTOAST INC$1.2M0.02%27,464CommonSOLE
624756102MLIMUELLER INDS INC$1.2M0.02%14,764CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.02%2,915CommonSOLE
681919106OMCOMNICOM GROUP INC$1.2M0.02%15,994CommonSOLE
038222105AMATAPPLIED MATLS INC$1.1M0.02%6,185CommonSOLE
254687106DISDISNEY WALT CO$1.1M0.02%9,066CommonSOLE
25809K105DASHDOORDASH INC$1.1M0.02%4,528CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.1M0.02%4,592CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$1.0M0.02%11,300CommonSOLE
G54950103LINLINDE PLC$1.0M0.02%2,206CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.0M0.02%3,264CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.0M0.02%8,811CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.0M0.02%6,339CommonSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$1.0M0.02%867,046CommonSOLE
75734B100RDDTREDDIT INC$1.0M0.02%6,676CommonSOLE
94106L109WMWASTE MGMT INC DEL$988,2740.02%4,319CommonSOLE
407497106HLNEHAMILTON LANE INC$971,5320.02%6,836CommonSOLE
594972408MSTRMICROSTRATEGY INC$966,9180.02%2,392CommonSOLE
00206R102TAT&T INC$959,9980.02%33,172CommonSOLE
G8068L108SNSHARKNINJA INC$927,8330.02%9,373CommonSOLE
369550108GDGENERAL DYNAMICS CORP$907,9380.02%3,113CommonSOLE
713317105PEPGPEPGEN INC$899,9450.02%810,761CommonSOLE
773121108RKLBROCKET LAB CORP$868,2450.02%24,273CommonSOLE
02209S103MOALTRIA GROUP INC$857,5220.02%14,626CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$843,7830.02%15,250CommonSOLE
654106103NKENIKE INC$838,2010.02%11,799CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$813,5130.01%27,465CommonSOLE
H2927K103AMRZAMRIZE LTD$792,8000.01%16,000CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$726,4920.01%19,747CommonSOLE
478160104JNJJOHNSON & JOHNSON$713,3430.01%4,670CommonSOLE
737446104POSTPOST HLDGS INC$638,2620.01%5,854CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$638,1290.01%12,267CommonSOLE
40412C101HCAHCA HEALTHCARE INC$632,1150.01%1,650CommonSOLE
46284V101IRMIRON MTN INC DEL$609,0610.01%5,938CommonSOLE
036752103ELVELEVANCE HEALTH INC$602,8880.01%1,550CommonSOLE
053332102AZOAUTOZONE INC$593,9570.01%160CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$592,6100.01%13,533CommonSOLE
17275R102CSCOCISCO SYS INC$590,8400.01%8,516CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$586,8660.01%1,884CommonSOLE
051774107AURAURORA INNOVATION INC$578,1870.01%110,341CommonSOLE
911363109URIUNITED RENTALS INC$563,5430.01%748CommonSOLE
189054109CLXCLOROX CO DEL$562,7680.01%4,687CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$561,5460.01%1,800CALLSOLE
125269100CFCF INDS HLDGS INC$559,0840.01%6,077CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$557,8590.01%3,066CommonSOLE
90384S303ULTAULTA BEAUTY INC$556,2380.01%1,189CommonSOLE
580135101MCDMCDONALDS CORP$552,2010.01%1,890CommonSOLE
55261F104MTBM & T BK CORP$546,0820.01%2,815CommonSOLE
18538R103CLWCLEARWATER PAPER CORP$544,8000.01%20,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$544,0620.01%1,120CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$534,4240.01%6,244CommonSOLE
244199105DEDEERE & CO$532,3890.01%1,047CommonSOLE
609207105MDLZMONDELEZ INTL INC$531,4950.01%7,881CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$522,9740.01%8,412CommonSOLE
58733R102MELIMERCADOLIBRE INC$522,7260.01%200CALLSOLE
165167735EXEEXPAND ENERGY CORPORATION$511,4960.01%4,374CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$501,2130.01%3,268CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$495,0980.01%2,615CommonSOLE
00724F101ADBEADOBE INC$493,6590.01%1,276CommonSOLE
337738108FISVFISERV INC$482,0580.01%2,796CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$479,7120.01%13,513CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$476,4160.01%1,175CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$474,2540.01%8,559CommonSOLE
12514G108CDWCDW CORP$465,2270.01%2,605CommonSOLE
278865100ECLECOLAB INC$459,1260.01%1,704CommonSOLE
872540109TJXTJX COS INC NEW$458,1480.01%3,710CommonSOLE
565394103CARTMAPLEBEAR INC$452,4000.01%10,000CommonSOLE
680033107ONBOLD NATL BANCORP IND$423,8120.01%19,860CommonSOLE
26884L109EQTEQT CORP$422,5870.01%7,246CommonSOLE
983793100XPOXPO INC$421,4300.01%3,337CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$419,8180.01%5,736CommonSOLE
418056107HASHASBRO INC$415,5330.01%5,629CommonSOLE
969904101WSMWILLIAMS SONOMA INC$411,3660.01%2,518CommonSOLE
880770102TERTERADYNE INC$408,0570.01%4,538CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$403,0380.01%8,825CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$402,3680.01%5,414CommonSOLE
235851102DHRDANAHER CORPORATION$400,6110.01%2,028CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$395,5900.01%1,808CommonSOLE
29362U104ENTGENTEGRIS INC$389,1360.01%4,825CommonSOLE
058498106BALLBALL CORP$388,0870.01%6,919CommonSOLE
73278L105POOLPOOL CORP$384,7540.01%1,320CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$378,3290.01%33,013CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$377,4000.01%12,000CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$376,6280.01%11,610CommonSOLE
72352L106PINSPINTEREST INC$375,9200.01%10,483CommonSOLE
718172109PMPHILIP MORRIS INTL INC$374,6410.01%2,057CommonSOLE
929160109VMCVULCAN MATLS CO$368,0170.01%1,411CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$364,4140.01%13,170CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$361,0590.01%1,208CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$354,3020.01%4,827CommonSOLE
69370C100PTCPTC INC$346,2310.01%2,009CommonSOLE
002824100ABTABBOTT LABS$346,1450.01%2,545CommonSOLE
759509102RSRELIANCE INC$345,2900.01%1,100CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$345,2100.01%3,700CALLSOLE
548661107LOWLOWES COS INC$335,4670.01%1,512CommonSOLE
91529Y106UNMUNUM GROUP$334,7500.01%4,145CommonSOLE
020002101ALLALLSTATE CORP$330,3500.01%1,641CommonSOLE
M5425M103INMDINMODE LTD$325,5350.01%22,544CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$318,2300.01%24,669CommonSOLE
126408103CSXCSX CORP$316,0220.01%9,685CommonSOLE
90138F102TWLOTWILIO INC$311,8950.01%2,508CommonSOLE
983134107WYNNWYNN RESORTS LTD$308,1740.01%3,290CommonSOLE
651639106NEMNEWMONT CORP$307,7880.01%5,283CommonSOLE
806857108SLBSCHLUMBERGER LTD$304,3010.01%9,003CommonSOLE
46222L108IONQIONQ INC$301,5200.01%7,017CommonSOLE
617700109MORNMORNINGSTAR INC$298,2340.01%950CommonSOLE
422806208HEI/AHEICO CORP NEW$285,4010.01%1,103CommonSOLE
52661A108DRSLEONARDO DRS INC$284,9690.01%6,131CommonSOLE
053611109AVYAVERY DENNISON CORP$274,4350.00%1,564CommonSOLE
46266C105IQVIQVIA HLDGS INC$273,2610.00%1,734CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$272,3260.00%588CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$266,7350.00%5,708CommonSOLE
291011104EMREMERSON ELEC CO$258,2600.00%1,937CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$250,5120.00%800PUTSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$249,1770.00%3,186CommonSOLE
75120L100RALLYBIO CORP$248,6140.00%735,543CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$242,6070.00%999CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$241,1000.00%5,572CommonSOLE
G85158106STNESTONECO LTD$240,6320.00%15,002CommonSOLE
191098102COKECOCA COLA CONS INC$239,8240.00%2,148CommonSOLE
25754A201DPZDOMINOS PIZZA INC$239,2690.00%531CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$239,0500.00%5,000CommonSOLE
60937P106MDBMONGODB INC$238,5490.00%1,136CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$237,6270.00%5,507CommonSOLE
23331A109DHID R HORTON INC$234,5050.00%1,819CommonSOLE
33829M101FIVEFIVE BELOW INC$233,2380.00%1,778CommonSOLE
26856L103ELFE L F BEAUTY INC$232,3290.00%1,867CommonSOLE
26875P101EOGEOG RES INC$231,4450.00%1,935CommonSOLE
92343E102VRSNVERISIGN INC$229,8850.00%796CommonSOLE
23918K108DVADAVITA INC$227,9200.00%1,600CommonSOLE
88579Y101MMM3M CO$227,5990.00%1,495CommonSOLE
37045V100GMGENERAL MTRS CO$227,4490.00%4,622CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$225,8310.00%11,587CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$225,8210.00%1,462CommonSOLE
65249B109NWSANEWS CORP NEW$225,0400.00%7,572CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$224,5250.00%409CommonSOLE
89531P105TREXTREX CO INC$223,2840.00%4,106CommonSOLE
126650100CVSCVS HEALTH CORP$220,8050.00%3,201CommonSOLE
086516101BBYBEST BUY INC$219,2470.00%3,266CommonSOLE
526107107LIILENNOX INTL INC$217,8310.00%380CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$215,7960.00%2,133CommonSOLE
513847103MZTILANCASTER COLONY CORP$214,7530.00%1,243CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$214,0870.00%1,316CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$214,0270.00%2,629CommonSOLE
090572207BIOBIO RAD LABS INC$213,8100.00%886CommonSOLE
191216100KOCOCA COLA CO$212,8160.00%3,008CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$212,2520.00%2,335CommonSOLE
05961W105BMABANCO MACRO SA$210,6300.00%3,000CommonSOLE
892672106TWTRADEWEB MKTS INC$209,3520.00%1,430CommonSOLE
40434L105HPQHP INC$207,0050.00%8,463CommonSOLE
750236101RDNRADIAN GROUP INC$206,5030.00%5,733CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$205,8530.00%14,982CommonSOLE
125523100CITHE CIGNA GROUP$203,3070.00%615CommonSOLE
05464C101AXONAXON ENTERPRISE INC$165,5880.00%200PUTSOLE
57142B104MQMARQETA INC$164,6740.00%28,246CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$162,8730.00%139,208CommonSOLE
90364P105PATHUIPATH INC$160,0000.00%12,500CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$156,0570.00%1,100CALLSOLE
67011P100DNOWDNOW INC$148,3000.00%10,000CommonSOLE
733245104PRCHPORCH GROUP INC$145,3350.00%12,327CommonSOLE
57776J100MXLMAXLINEAR INC$142,1000.00%10,000CommonSOLE
N62509117NAMSWNEWAMSTERDAM PHARMA COMPANY$133,3280.00%16,666CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$117,3230.00%220,118CommonSOLE
67577C105OCGNOCUGEN INC$111,5410.00%114,943CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$108,6820.00%200CALLSOLE
91688R108URGUR-ENERGY INC$105,5870.00%100,559CommonSOLE
15961R105CHARGEPOINT HOLDINGS INC$97,8110.00%139,074CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$89,5710.00%20,450CommonSOLE
384313508EAFEURGRAFTECH INTL LTD$86,2130.00%88,642CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$82,2090.00%19,074CommonSOLE
30260D103FIGSFIGS INC$80,6290.00%14,296CommonSOLE
N07059210ASMLASML HOLDING N V$80,1390.00%100PUTSOLE
703481101PTENPATTERSON-UTI ENERGY INC$72,2040.00%12,176CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$66,6100.00%10,573CommonSOLE
83193G107SMRTSMARTRENT INC$62,0250.00%62,652CommonSOLE
53566P109LCTXLINEAGE CELL THERAPEUTICS IN$55,7670.00%61,458CommonSOLE
532275104LWLGLIGHTWAVE LOGIC INC$52,1490.00%42,056CommonSOLE
44955L106IAUXI-80 GOLD CORP$49,4120.00%82,573CommonSOLE
67080N119NUVB/WSNUVATION BIO INC$44,9600.00%166,579CommonSOLE
76655K111RGTIWRIGETTI COMPUTING INC$42,1000.00%10,000CommonSOLE
78397Q109SESSES AI CORPORATION$40,4510.00%45,537CommonSOLE
48251W104KKRKKR & CO INC$39,9090.00%300CALLSOLE
96328L2052CHWHEELS UP EXPERIENCE INC$38,0050.00%35,519CommonSOLE
527064109LESLIES INC$26,7050.00%63,598CommonSOLE
M8744T114TBLAWTABOOLA.COM LTD$17,8250.00%85,000CommonSOLE
58933Y105MRKMERCK & CO INC$7,9160.00%100PUTSOLE
20460L112SPWRWCOMPLETE SOLARIA INC$4,1560.00%12,500CommonSOLE

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.