MondegarAI
Nantahala Capital Management, LLC

Q4 2024 · 13F-HR

Nantahala Capital Management, LLCholdings as filed

Filed 2025-02-14 · accession 0001104659-25-014223

$2.33B
Reported value
137
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$530.3M22.8%2,400,000PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$176.6M7.58%3,928,966CommonSOLE
532457108LLYELI LILLY & CO$123.5M5.30%160,000PUTSOLE
78464A870XBISPDR SER TR$112.6M4.83%1,250,000PUTSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$76.2M3.27%1,654,470CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$67.4M2.90%1,730,995CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$62.9M2.70%7,224,903CommonSOLE
05969A105TBBKBANCORP INC DEL$51.3M2.20%974,455CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$44.3M1.90%5,089,700CALLSOLE
N90064101QUREUNIQURE NV$43.3M1.86%2,453,364CommonSOLE
09075A108BVSBIOVENTUS INC$42.3M1.82%4,026,809CommonSOLE
863667101SYKSTRYKER CORPORATION$36.0M1.55%100,000PUTSOLE
30052C107EOLSEVOLUS INC$34.6M1.48%3,130,149CommonSOLE
45245E109IMAXIMAX CORP$29.4M1.26%1,150,351CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$29.0M1.25%3,665,529CommonSOLE
03062T105CRMTAMERICAS CAR-MART INC$27.9M1.20%544,686CommonSOLE
805111101SVRASAVARA INC$23.1M0.99%7,525,259CommonSOLE
88830R101TITNTITAN MACHY INC$23.0M0.99%1,625,276CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$22.5M0.96%4,779,708CommonSOLE
464287655IWMISHARES TR$21.6M0.93%97,637CommonSOLE
38046C109GOGOGOGO INC$20.8M0.89%2,574,642CommonSOLE
81761L102SVCSERVICE PPTYS TR$20.6M0.88%8,091,900CommonSOLE
29975E109EB4EVENTBRITE INC$19.9M0.86%5,930,947CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$19.7M0.84%3,529,214CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$19.5M0.84%2,340,333CommonSOLE
92337C203VSTMVERASTEM INC$19.4M0.83%3,752,583CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$19.3M0.83%635,994CommonSOLE
28238P109EHTHEHEALTH INC$18.9M0.81%2,009,500CommonSOLE
781386305RDNWRUMBLEON INC$17.8M0.76%3,274,138CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$15.4M0.66%1,538,600CommonSOLE
75704L104RDVTRED VIOLET INC$15.3M0.66%422,466CommonSOLE
29772L108ETONETON PHARMACEUTICALS INC$14.9M0.64%1,118,483CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$14.9M0.64%1,377,060CommonSOLE
M96088105URGNUROGEN PHARMA LTD$14.6M0.63%1,371,638CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$14.5M0.62%915,048CommonSOLE
76119X105RSVRRESERVOIR MEDIA INC$14.1M0.61%1,560,797CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$14.1M0.60%191,343CommonSOLE
76200L309RZLTREZOLUTE INC$14.0M0.60%2,857,982CommonSOLE
192005106CDXSCODEXIS INC$13.6M0.58%2,841,660CommonSOLE
872381108TELATELA BIO INC$11.1M0.48%3,679,726CommonSOLE
89157D105TRMLTOURMALINE BIO INC$10.9M0.47%536,944CommonSOLE
05479K106ELUTELUTIA INC$10.7M0.46%2,864,947CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$10.6M0.45%838,095CommonSOLE
00370M103ABVXABIVAX SA$10.5M0.45%1,436,047CommonSOLE
05153U107AURAAURA BIOSCIENCES INC$10.4M0.45%1,270,035CommonSOLE
91678A107UPBUPSTREAM BIO INC$9.9M0.42%600,000CommonSOLE
254604101IRONDISC MEDICINE INC$9.5M0.41%150,000CommonSOLE
74967R106RMRRMR GROUP INC$9.3M0.40%450,792CommonSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$9.3M0.40%1,666,666CommonSOLE
781386305RDNWRUMBLEON INC$9.2M0.40%1,700,000CALLSOLE
87583X109TNGXTANGO THERAPEUTICS INC$8.7M0.37%2,804,410CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$8.6M0.37%512,647CommonSOLE
90466Y103UNICYCIVE THERAPEUTICS INC$8.3M0.35%10,391,994CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$7.8M0.34%50,000PUTSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$7.8M0.33%632,506CommonSOLE
456237106ILPTINDUSTRIAL LOGISTICS PPTYS T$7.7M0.33%2,107,893CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$7.5M0.32%935,122CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$7.4M0.32%560,532CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$7.3M0.31%7,810,000CommonSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$7.2M0.31%1,049,676CommonSOLE
45719W205IKTINHIBIKASE THERAPEUTICS INC$7.1M0.31%2,190,000CommonSOLE
04546C205ASSERTIO HOLDINGS INC$7.1M0.30%8,148,336CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$6.7M0.29%200,000CALLSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$6.7M0.29%852,855CommonSOLE
68404V209OPTNUSDOPTINOSE INC$6.6M0.28%986,031CommonSOLE
45245E109IMAXIMAX CORP$6.4M0.27%250,000CALLSOLE
641288105NPCENEUROPACE INC$6.3M0.27%562,073CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY IN$6.1M0.26%2,087,394CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$6.0M0.26%675,000CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$6.0M0.26%221,000CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$5.8M0.25%1,981,980CommonSOLE
34988V106FOSLFOSSIL GROUP INC$5.6M0.24%3,326,677CommonSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$5.5M0.24%845,115CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$5.5M0.24%1,452,153CommonSOLE
G4412G101HLFHERBALIFE LTD$5.4M0.23%800,000CALLSOLE
88427A107THIRD HARMONIC BIO INC$5.2M0.22%501,000CommonSOLE
034569103ANEBANEBULO PHARMACEUTICALS INC$5.1M0.22%3,036,325CommonSOLE
98420P308XTNTXTANT MED HLDGS INC$5.0M0.22%11,394,000CommonSOLE
03837C106APYXAPYX MEDICAL CORPORATION$5.0M0.22%3,169,800CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$4.9M0.21%6,604,150CommonSOLE
88338H704TQ80THERATECHNOLOGIES INC$4.9M0.21%2,682,228CommonSOLE
629337106NNBRNN INC$4.8M0.20%1,458,416CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$4.7M0.20%1,147,946CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$4.5M0.19%600,000CommonSOLE
45779A846NSPRINSPIREMD INC$4.4M0.19%1,674,565CommonSOLE
23331S100DHXDHI GROUP INC$4.2M0.18%2,376,606CommonSOLE
N44445109IMTXIMMATICS N.V$4.1M0.18%578,856CommonSOLE
36269P104GAIAGAIA INC NEW$4.1M0.18%915,029CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$4.1M0.17%150,000CALLSOLE
492327101KROSKEROS THERAPEUTICS INC$4.0M0.17%250,000CALLSOLE
98986M103ZYXIQZYNEX INC$3.9M0.17%490,000CommonSOLE
755408101RDIREADING INTL INC$3.8M0.16%2,864,046CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$3.8M0.16%1,000,000CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$3.7M0.16%437,728CommonSOLE
N90064101QUREUNIQURE NV$3.5M0.15%201,000CALLSOLE
810648105SCPHSCPHARMACEUTICALS INC$3.5M0.15%1,000,000CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$3.4M0.15%1,445,264CommonSOLE
G7T96K107SRLSCULLY ROYALTY LTD$3.4M0.15%368,596CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$3.3M0.14%100,000CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$3.0M0.13%250,062CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$2.9M0.12%520,000CALLSOLE
86889P208SRZNSURROZEN INC$2.8M0.12%196,023CommonSOLE
50015M109KODKODIAK SCIENCES INC$2.7M0.11%266,613CommonSOLE
65540B105NDLSUSDNOODLES & CO$2.6M0.11%4,508,329CommonSOLE
004468500ACHVACHIEVE LIFE SCIENCES INC$2.3M0.10%654,000CommonSOLE
872381108TELATELA BIO INC$2.3M0.10%750,000CALLSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$2.0M0.09%1,935,484CommonSOLE
75382E109RAPT THERAPEUTICS INC$2.0M0.08%1,243,513CommonSOLE
23725P209DRIOEURDARIOHEALTH CORP$1.9M0.08%2,444,677CommonSOLE
054754858AYTUAYTU BIOPHARMA INC$1.8M0.08%1,086,812CommonSOLE
29415J106ENVVENO MEDICAL CORPORATION$1.8M0.08%596,917CommonSOLE
10921T101BCOVUSDBRIGHTCOVE INC$1.6M0.07%358,052CommonSOLE
G7006A109PERFPERFECT CORP$1.4M0.06%500,000CommonSOLE
L0175J104ASPSALTISOURCE PORTFOLIO SOLNS S$1.4M0.06%2,128,284CommonSOLE
58450V104MAXMEDIAALPHA INC$1.4M0.06%123,564CommonSOLE
90240B106TYRATYRA BIOSCIENCES INC$1.4M0.06%100,000CommonSOLE
784933103SGRPSPAR GROUP INC$1.3M0.06%662,028CommonSOLE
008064107AEROVATE THERAPEUTICS INC$1.3M0.05%482,928CommonSOLE
09090D301BIOMX INC$1.2M0.05%1,730,600CommonSOLE
86272A305SSKNSTRATA SKIN SCIENCES INC$1.2M0.05%403,917CommonSOLE
00444T209TLPHTALPHERA INC$1.0M0.04%1,992,519CommonSOLE
49721T507KPRXKIORA PHARMACEUTICALS INC$696,6630.03%211,110CommonSOLE
03836J201APREAPREA THERAPEUTICS INC$676,9500.03%205,760CommonSOLE
30049G302EVOKEVOKE PHARMA INC$655,0170.03%148,194CommonSOLE
52110H100LAZYDAYS HLDGS INC$526,3340.02%551,135CommonSOLE
68277Q105OKURONKURE THERAPEUTICS INC$471,0820.02%54,777CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$357,0060.02%13,371CommonSOLE
168905107PLCECHILDRENS PL INC NEW$306,6240.01%29,314CommonSOLE
505743104LADRLADDER CAP CORP$286,8110.01%25,631CommonSOLE
30068X103XGNEXAGEN INC$254,6760.01%62,116CommonSOLE
34960Q307FBIOFORTRESS BIOTECH INC$254,1780.01%125,520CommonSOLE
54948X109LUCDLUCID DIAGNOSTICS INC$77,4010.00%94,541CommonSOLE
N44445117IMTXWIMMATICS N.V$62,4990.00%248,506CommonSOLE
892918103TACTTRANSACT TECHNOLOGIES INC$61,5380.00%15,046CommonSOLE
G4236L120GFAIWGUARDFORCE AI CO LTD$54,1260.00%154,205CommonSOLE
87807D111TCBWFTC BIOPHARM HOLDINGS PLC$2,3290.00%235,294CommonSOLE
G7006A117PERFFPERFECT CORP$1,3820.00%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.