MondegarAI
Nantahala Capital Management, LLC

Q3 2024 · 13F-HR

Nantahala Capital Management, LLCholdings as filed

Filed 2024-11-14 · accession 0001104659-24-118916

$1.98B
Reported value
140
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$408.6M20.7%1,850,000PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$165.1M8.35%3,270,448CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$102.1M5.16%2,359,141CommonSOLE
532457108LLYELI LILLY & CO$79.7M4.03%90,000PUTSOLE
78464A870XBISPDR SER TR$79.0M4.00%800,000PUTSOLE
38526M106LOPEGRAND CANYON ED INC$56.7M2.87%400,000PUTSOLE
09075A108BVSBIOVENTUS INC$52.0M2.63%4,350,870CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$48.5M2.45%10,353,631CommonSOLE
30052C107EOLSEVOLUS INC$45.8M2.32%2,824,849CommonSOLE
863667101SYKSTRYKER CORPORATION$43.4M2.19%120,000PUTSOLE
70614W100PTONPELOTON INTERACTIVE INC$38.8M1.96%8,289,700CALLSOLE
05969A105TBBKBANCORP INC DEL$31.5M1.59%588,160CommonSOLE
45245E109IMAXIMAX CORP$30.8M1.56%1,500,000CALLSOLE
43283X105HGVHILTON GRAND VACATIONS INC$27.1M1.37%746,829CommonSOLE
45245E109IMAXIMAX CORP$26.2M1.33%1,278,774CommonSOLE
03062T105CRMTAMERICAS CAR-MART INC$22.8M1.16%544,686CommonSOLE
88830R101TITNTITAN MACHY INC$22.6M1.15%1,625,276CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$22.2M1.12%2,669,943CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$22.2M1.12%381,659CommonSOLE
805111101SVRASAVARA INC$22.0M1.11%5,180,951CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$21.7M1.10%3,432,637CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$20.3M1.03%2,924,021CommonSOLE
89157D105TRMLTOURMALINE BIO INC$18.0M0.91%700,907CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$17.4M0.88%264,203CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$17.1M0.86%4,777,912CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$15.9M0.81%2,115,653CommonSOLE
781386305RDNWRUMBLEON INC$14.7M0.74%3,066,537CommonSOLE
N90064101QUREUNIQURE NV$13.7M0.69%2,781,013CommonSOLE
73939C106POWERSCHOOL HOLDINGS INC$13.3M0.68%585,000CommonSOLE
75704L104RDVTRED VIOLET INC$12.9M0.65%452,466CommonSOLE
76119X105RSVRRESERVOIR MEDIA INC$12.7M0.64%1,560,797CommonSOLE
76200L309RZLTREZOLUTE INC$12.5M0.63%2,577,121CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$11.6M0.59%2,450,000CommonSOLE
00370M103ABVXABIVAX SA$11.4M0.57%985,634CommonSOLE
05153U107AURAAURA BIOSCIENCES INC$11.3M0.57%1,270,035CommonSOLE
92337C203VSTMVERASTEM INC$11.2M0.56%3,733,333CommonSOLE
05479K106ELUTELUTIA INC$10.9M0.55%2,864,947CommonSOLE
04546C205ASSERTIO HOLDINGS INC$10.6M0.53%8,948,336CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$9.8M0.50%53,900PUTSOLE
68404V100OPTINOSE INC$9.6M0.49%14,356,703CommonSOLE
29975E109EB4EVENTBRITE INC$9.2M0.46%3,361,200CommonSOLE
192005106CDXSCODEXIS INC$9.1M0.46%2,967,808CommonSOLE
29357K103ENVAENOVA INTL INC$9.1M0.46%109,000CALLSOLE
269796108EGRXEAGLE PHARMACEUTICALS INC$8.8M0.44%2,356,536CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$8.7M0.44%453,232CommonSOLE
74967R106RMRRMR GROUP INC$8.6M0.44%339,486CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$8.5M0.43%790,936CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$8.3M0.42%200,000CALLSOLE
92663R105VMDVIEMED HEALTHCARE INC$8.3M0.42%1,135,122CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$8.2M0.41%512,647CommonSOLE
781386305RDNWRUMBLEON INC$8.1M0.41%1,700,000CALLSOLE
28238P109EHTHEHEALTH INC$7.8M0.39%1,911,821CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$7.7M0.39%838,095CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$7.7M0.39%632,506CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$7.5M0.38%171,000CommonSOLE
921659108VNDAVANDA PHARMACEUTICALS INC$7.5M0.38%1,593,516CommonSOLE
98420P308XTNTXTANT MED HLDGS INC$7.4M0.38%11,394,000CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$7.4M0.38%675,000CommonSOLE
254604101IRONDISC MEDICINE INC$7.4M0.37%150,000CommonSOLE
N44445109IMTXIMMATICS N.V$7.1M0.36%625,659CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY IN$6.2M0.31%1,684,073CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$6.1M0.31%700,000CommonSOLE
29772L108ETONETON PHARMACEUTICALS INC$6.0M0.30%998,733CommonSOLE
45779A846NSPRINSPIREMD INC$5.9M0.30%2,209,593CommonSOLE
15117F807CLRBUSDCELLECTAR BIOSCIENCES INC$5.8M0.29%2,712,443CommonSOLE
G4412G101HLFHERBALIFE LTD$5.8M0.29%800,000CALLSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$5.7M0.29%845,115CommonSOLE
629337106NNBRNN INC$5.7M0.29%1,458,416CommonSOLE
65540B105NDLSUSDNOODLES & CO$5.4M0.27%4,508,329CommonSOLE
456237106ILPTINDUSTRIAL LOGISTICS PPTYS T$5.4M0.27%1,131,132CommonSOLE
G5698W116LXFRLUXFER HLDGS PLC$5.4M0.27%413,950CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$5.3M0.27%4,110,000CommonSOLE
755408101RDIREADING INTL INC$5.3M0.27%3,236,497CommonSOLE
872381108TELATELA BIO INC$4.8M0.25%1,915,126CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$4.6M0.23%1,517,696CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$4.6M0.23%1,404,564CommonSOLE
36269P104GAIAGAIA INC NEW$4.5M0.23%915,029CommonSOLE
23331S100DHXDHI GROUP INC$4.3M0.22%2,376,606CommonSOLE
641288105NPCENEUROPACE INC$4.2M0.21%607,890CommonSOLE
98986M103ZYXIQZYNEX INC$4.0M0.20%490,000CommonSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$3.8M0.19%1,935,484CommonSOLE
269796108EGRXEAGLE PHARMACEUTICALS INC$3.7M0.19%1,000,000CALLSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$3.6M0.18%200,000CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$3.6M0.18%2,304,150CommonSOLE
10921T101BCOVUSDBRIGHTCOVE INC$3.6M0.18%1,664,768CommonSOLE
810648105SCPHSCPHARMACEUTICALS INC$3.4M0.17%750,000CommonSOLE
38046C109GOGOGOGO INC$3.4M0.17%475,497CommonSOLE
88338H704TQ80THERATECHNOLOGIES INC$3.3M0.17%2,682,228CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$3.3M0.17%520,000CALLSOLE
004468500ACHVACHIEVE LIFE SCIENCES INC$3.1M0.16%654,000CommonSOLE
23725P209DRIOEURDARIOHEALTH CORP$2.8M0.14%2,503,312CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$2.7M0.13%1,750,000CommonSOLE
054754858AYTUAYTU BIOPHARMA INC$2.6M0.13%1,086,812CommonSOLE
86889P208SRZNSURROZEN INC$2.2M0.11%187,206CommonSOLE
58450V104MAXMEDIAALPHA INC$2.2M0.11%123,564CommonSOLE
34988V106FOSLFOSSIL GROUP INC$2.2M0.11%1,905,278CommonSOLE
78464A870XBISPDR SER TR$2.1M0.11%21,646CommonSOLE
29415J106ENVVENO MEDICAL CORPORATION$2.0M0.10%596,917CommonSOLE
G7T96K107SRLSCULLY ROYALTY LTD$1.9M0.10%239,197CommonSOLE
872381108TELATELA BIO INC$1.9M0.10%750,000CALLSOLE
64135M105NGNENEUROGENE INC$1.8M0.09%42,279CommonSOLE
09090D301BIOMX INC$1.8M0.09%1,730,600CommonSOLE
00444T209TLPHTALPHERA INC$1.7M0.09%1,992,519CommonSOLE
00887A204RNTXAILERON THERAPEUTICS INC$1.6M0.08%464,367CommonSOLE
784933103SGRPSPAR GROUP INC$1.6M0.08%662,028CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$1.5M0.08%600,000CommonSOLE
45783C200TILINSTIL BIO INC$1.4M0.07%20,276CommonSOLE
L0175J104ASPSALTISOURCE PORTFOLIO SOLNS S$1.3M0.07%1,091,009CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$1.3M0.06%200,000CommonSOLE
90466Y103UNICYCIVE THERAPEUTICS INC$1.2M0.06%2,820,358CommonSOLE
86272A305SSKNSTRATA SKIN SCIENCES INC$1.1M0.06%403,917CommonSOLE
N90064101QUREUNIQURE NV$990,9300.05%201,000CALLSOLE
034569103ANEBANEBULO PHARMACEUTICALS INC$986,3710.05%511,073CommonSOLE
75974E103RENEO PHARMACEUTICALS INC$931,2670.05%547,804CommonSOLE
52110H100LAZYDAYS HLDGS INC$826,7020.04%551,135CommonSOLE
G7006A109PERFPERFECT CORP$804,7770.04%419,133CommonSOLE
64130M209NEUROONE MED TECHNOLOGIES CO$790,7740.04%798,762CommonSOLE
49721T507KPRXKIORA PHARMACEUTICALS INC$772,6630.04%211,110CommonSOLE
05580M108RILYB. RILEY FINANCIAL INC$714,9140.04%136,174CommonSOLE
38341P102GOSSGOSSAMER BIO INC$663,7050.03%672,856CommonSOLE
N44445117IMTXWIMMATICS N.V$571,5640.03%248,506CommonSOLE
03836J201APREAPREA THERAPEUTICS INC$565,8400.03%205,760CommonSOLE
464287655IWMISHARES TR$514,8950.03%2,331CommonSOLE
168905107PLCECHILDRENS PL INC NEW$453,7810.02%29,314CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$356,8720.02%13,371CommonSOLE
505743104LADRLADDER CAP CORP$297,3200.02%25,631CommonSOLE
30049G302EVOKEVOKE PHARMA INC$267,7450.01%56,249CommonSOLE
05591L107BM TECHNOLOGIES INC$258,5160.01%76,034CommonSOLE
34960Q307FBIOFORTRESS BIOTECH INC$221,3050.01%153,152CommonSOLE
30068X103XGNEXAGEN INC$191,9380.01%62,116CommonSOLE
50015M109KODKODIAK SCIENCES INC$179,7170.01%68,857CommonSOLE
54948X109LUCDLUCID DIAGNOSTICS INC$102,9850.01%126,362CommonSOLE
892918103TACTTRANSACT TECHNOLOGIES INC$97,7980.00%20,123CommonSOLE
03835T309APTOSE BIOSCIENCES INC$31,7790.00%77,340CommonSOLE
G4236L120GFAIWGUARDFORCE AI CO LTD$26,2150.00%154,205CommonSOLE
75973T101RNLXUSDRENALYTIX PLC$24,5990.00%117,644CommonSOLE
52567D115LMND/WSLEMONADE INC$16,2390.00%507,460CommonSOLE
49720K200KINTARA THERAPEUTICS INC$15,5540.00%79,766CommonSOLE
87807D111TCBWFTC BIOPHARM HOLDINGS PLC$4,2820.00%235,294CommonSOLE
G7006A117PERFFPERFECT CORP$1,1250.00%16,075CommonSOLE

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.