MondegarAI
D. E. Shaw & Co., Inc.

Q1 2025 · 13F-HR

D. E. Shaw & Co., Inc.holdings as filed

Filed 2025-05-15 · accession 0001104659-25-049422

$112.35B
Reported value
4,198
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 4198

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$3.22B2.87%5,764,625CommonSOLE
594918104MSFTMICROSOFT CORP$1.81B1.61%4,831,432CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.32B1.18%12,187,752CommonSOLE
037833100AAPLAPPLE INC$1.26B1.12%5,687,418CommonSOLE
461202103INTUINTUIT$928.4M0.83%1,512,078CommonSOLE
58933Y105MRKMERCK & CO INC$835.8M0.74%9,311,726CommonSOLE
023135106AMZNAMAZON COM INC$798.0M0.71%4,194,040CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$790.9M0.70%171,670CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$671.5M0.60%7,956,686CommonSOLE
30303M102METAMETA PLATFORMS INC$669.8M0.60%1,162,089CommonSOLE
254687106DISDISNEY WALT CO$657.4M0.59%6,660,568CommonSOLE
36828A101GEVGE VERNOVA INC$649.1M0.58%2,126,204CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$619.8M0.55%7,917,642CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$615.4M0.55%12,354,667CommonSOLE
11135F101AVGOBROADCOM INC$610.4M0.54%3,645,624CommonSOLE
42809H107HESHESS CORP$609.2M0.54%3,813,972CommonSOLE
02079K305GOOGLALPHABET INC$582.9M0.52%3,769,372CommonSOLE
770700102HOODROBINHOOD MKTS INC$526.7M0.47%12,655,123CommonSOLE
235851102DHRDANAHER CORPORATION$522.7M0.47%2,549,781CommonSOLE
00724F101ADBEADOBE INC$510.5M0.45%1,331,100CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$502.6M0.45%3,027,740CommonSOLE
88160R101TSLATESLA INC$476.0M0.42%1,836,700PUTSOLE
532457108LLYELI LILLY & CO$473.5M0.42%573,329CommonSOLE
038222105AMATAPPLIED MATLS INC$470.9M0.42%3,244,960CommonSOLE
88160R101TSLATESLA INC$468.9M0.42%1,809,178CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$460.7M0.41%487,102CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$457.7M0.41%4,454,900PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$447.8M0.40%97,200CALLSOLE
780259305SHELSHELL PLC$446.8M0.40%6,097,196CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$440.4M0.39%840,775CommonSOLE
67066G104NVDANVIDIA CORPORATION$432.3M0.38%3,988,500PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$408.0M0.36%35,079,448CommonSOLE
N00985106AERAERCAP HOLDINGS NV$402.2M0.36%3,936,372CommonSOLE
031162100AMGNAMGEN INC$392.8M0.35%1,260,884CommonSOLE
097023105BABOEING CO$390.9M0.35%2,291,800PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$387.3M0.34%3,839,144CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$380.2M0.34%8,121,968CommonSOLE
17275R102CSCOCISCO SYS INC$378.2M0.34%6,128,435CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$368.6M0.33%672,422CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$367.1M0.33%578,889CommonSOLE
29444U700EQIXEQUINIX INC$353.9M0.32%434,090CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$351.1M0.31%1,708,971CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$350.7M0.31%4,288,988CommonSOLE
464288414MUBISHARES TR$337.0M0.30%3,196,600CommonSOLE
595112103MUMICRON TECHNOLOGY INC$332.2M0.30%3,822,800PUTSOLE
037833100AAPLAPPLE INC$330.7M0.29%1,488,700CALLSOLE
023135106AMZNAMAZON COM INC$329.4M0.29%1,731,200CALLSOLE
26701L100BROSDUTCH BROS INC$327.2M0.29%5,300,364CommonSOLE
191216100KOCOCA COLA CO$321.4M0.29%4,487,992CommonSOLE
882508104TXNTEXAS INSTRS INC$317.0M0.28%1,763,867CommonSOLE
023135106AMZNAMAZON COM INC$311.6M0.28%1,637,900PUTSOLE
75734B100RDDTREDDIT INC$311.1M0.28%2,965,323CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$309.7M0.28%4,146,393CommonSOLE
64110L106NFLXNETFLIX INC$308.0M0.27%330,337CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$306.9M0.27%3,636,500CALLSOLE
969904101WSMWILLIAMS SONOMA INC$306.2M0.27%1,936,554CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$303.6M0.27%861,100PUTSOLE
097023105BABOEING CO$301.2M0.27%1,766,200CALLSOLE
02079K107GOOGALPHABET INC$301.0M0.27%1,926,499CommonSOLE
67066G104NVDANVIDIA CORPORATION$300.0M0.27%2,768,400CALLSOLE
92826C839VVISA INC$296.9M0.26%847,070CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$296.5M0.26%120,642,000CommonSOLE
G4705A100ICLRICON PLC$290.8M0.26%1,661,736CommonSOLE
303250104FICOFAIR ISAAC CORP$289.0M0.26%156,708CommonSOLE
37045V100GMGENERAL MTRS CO$288.5M0.26%6,134,707CommonSOLE
052769106ADSKAUTODESK INC$286.7M0.26%1,095,005CommonSOLE
26884L109EQTEQT CORP$285.9M0.25%5,350,958CommonSOLE
G54950103LINLINDE PLC$276.8M0.25%594,449CommonSOLE
30303M102METAMETA PLATFORMS INC$275.7M0.25%478,300CALLSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$275.3M0.25%1,209,936CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$272.0M0.24%549,267CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$271.3M0.24%1,106,100CALLSOLE
25809K105DASHDOORDASH INC$271.0M0.24%1,483,008CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$270.5M0.24%2,632,900CALLSOLE
778296103ROSTROSS STORES INC$266.8M0.24%2,087,479CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$262.5M0.23%492,900CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$260.9M0.23%6,891,877CommonSOLE
64110L106NFLXNETFLIX INC$259.8M0.23%278,600CALLSOLE
464288281EMBISHARES TR$256.4M0.23%2,830,500CommonSOLE
58733R102MELIMERCADOLIBRE INC$256.2M0.23%131,315CommonSOLE
872540109TJXTJX COS INC NEW$255.6M0.23%2,098,679CommonSOLE
16411R208LNGCHENIERE ENERGY INC$255.6M0.23%1,104,525CommonSOLE
88160R101TSLATESLA INC$253.0M0.23%976,100CALLSOLE
878742204TECKTECK RESOURCES LTD$251.8M0.22%6,912,379CommonSOLE
482480100KLACKLA CORP$250.2M0.22%368,102CommonSOLE
532457108LLYELI LILLY & CO$250.1M0.22%302,800PUTSOLE
34959E109FTNTFORTINET INC$248.5M0.22%2,581,324CommonSOLE
11135F101AVGOBROADCOM INC$248.3M0.22%1,483,100PUTSOLE
863667101SYKSTRYKER CORPORATION$247.7M0.22%665,305CommonSOLE
30303M102METAMETA PLATFORMS INC$245.3M0.22%425,600PUTSOLE
773122106ROCKET LAB USA INC$243.8M0.22%13,636,776CommonSOLE
12514G108CDWCDW CORP$242.1M0.22%1,510,415CommonSOLE
07831C103BRBRBELLRING BRANDS INC$238.5M0.21%3,203,575CommonSOLE
88339J105TTDTHE TRADE DESK INC$238.5M0.21%4,358,560CommonSOLE
336433107FSLRFIRST SOLAR INC$236.6M0.21%1,871,774CommonSOLE
594918104MSFTMICROSOFT CORP$231.6M0.21%617,000CALLSOLE
146869102CVNACARVANA CO$230.0M0.20%1,099,961CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$227.6M0.20%1,661,727CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$227.0M0.20%171,270,000CommonSOLE
722304102PDDPDD HOLDINGS INC$226.1M0.20%1,910,600PUTSOLE
444859102HUMHUMANA INC$225.1M0.20%850,896CommonSOLE
833445109SNOWSNOWFLAKE INC$220.4M0.20%1,508,100PUTSOLE
149123101CATCATERPILLAR INC$218.7M0.19%663,058CommonSOLE
N07059210ASMLASML HOLDING N V$218.5M0.19%329,800PUTSOLE
09062X103BIIBBIOGEN INC$217.0M0.19%1,585,572CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$216.2M0.19%228,600CALLSOLE
086516101BBYBEST BUY INC$216.0M0.19%2,933,937CommonSOLE
136385101CNQCANADIAN NAT RES LTD$215.1M0.19%6,987,672CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$214.4M0.19%613,873CommonSOLE
718172109PMPHILIP MORRIS INTL INC$212.5M0.19%1,338,687CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$212.1M0.19%4,274,400CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$211.0M0.19%2,252,162CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$210.9M0.19%1,045,733CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$210.8M0.19%1,221,941CommonSOLE
369604301GEGE AEROSPACE$210.6M0.19%1,052,358CommonSOLE
252131107DXCMDEXCOM INC$210.5M0.19%3,081,769CommonSOLE
109641100EATBRINKER INTL INC$208.2M0.19%1,396,926CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$207.8M0.19%405,937CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$204.0M0.18%373,400CALLSOLE
281020107EIXEDISON INTL$202.4M0.18%3,434,713CommonSOLE
04626A103ALABASTERA LABS INC$201.5M0.18%3,376,245CommonSOLE
717081103PFEPFIZER INC$201.3M0.18%7,944,900PUTSOLE
85208M102SFMSPROUTS FMRS MKT INC$198.7M0.18%1,301,950CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$198.7M0.18%810,125CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$196.9M0.18%806,914CommonSOLE
G5960L103MDTMEDTRONIC PLC$195.6M0.17%2,176,381CommonSOLE
478160104JNJJOHNSON & JOHNSON$194.7M0.17%1,173,990CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$194.6M0.17%3,876,711CommonSOLE
437076102HDHOME DEPOT INC$191.5M0.17%522,400CALLSOLE
23331A109DHID R HORTON INC$190.6M0.17%1,499,332CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$190.2M0.17%639,017CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$189.2M0.17%3,072,842CommonSOLE
594918104MSFTMICROSOFT CORP$186.5M0.17%496,800PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$181.3M0.16%340,362CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$179.7M0.16%1,754,751CommonSOLE
670100205NVONOVO-NORDISK A S$179.3M0.16%2,582,572CommonSOLE
501044101KRKROGER CO$179.1M0.16%2,645,230CommonSOLE
253868103DLRDIGITAL RLTY TR INC$178.6M0.16%1,246,464CommonSOLE
G25508105CRHCRH PLC$178.5M0.16%2,029,077CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$178.2M0.16%6,030,575CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$176.7M0.16%74,505,000CommonSOLE
46222L108IONQIONQ INC$175.2M0.16%7,939,705CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$175.1M0.16%5,112,600PUTSOLE
14149Y108CAHCARDINAL HEALTH INC$175.0M0.16%1,270,201CommonSOLE
02079K305GOOGLALPHABET INC$172.8M0.15%1,117,700PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$172.7M0.15%316,200PUTSOLE
46266C105IQVIQVIA HLDGS INC$172.4M0.15%977,779CommonSOLE
256746108DLTRDOLLAR TREE INC$171.7M0.15%2,287,435CommonSOLE
15135U109CVECENOVUS ENERGY INC$171.5M0.15%12,337,616CommonSOLE
00206R102TAT&T INC$170.6M0.15%6,032,192CommonSOLE
345370860FFORD MTR CO$170.5M0.15%16,995,004CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$169.5M0.15%2,146,600CommonSOLE
172967424CCITIGROUP INC$169.4M0.15%2,386,300PUTSOLE
654106103NKENIKE INC$168.6M0.15%2,655,500PUTSOLE
79466L302CRMSALESFORCE INC$167.4M0.15%623,772CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$166.4M0.15%4,860,300CALLSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$166.1M0.15%71,199,000CommonSOLE
032654105ADIANALOG DEVICES INC$165.8M0.15%822,354CommonSOLE
369550108GDGENERAL DYNAMICS CORP$164.0M0.15%601,809CommonSOLE
15135B101CNCCENTENE CORP DEL$162.5M0.14%2,676,230CommonSOLE
747525103QCOMQUALCOMM INC$161.7M0.14%1,052,400PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$161.0M0.14%647,500CALLSOLE
60770K107MRNAMODERNA INC$159.8M0.14%5,636,151CommonSOLE
876030107TPRTAPESTRY INC$157.8M0.14%2,240,729CommonSOLE
47215P106JDJD.COM INC$156.1M0.14%3,796,673CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$155.1M0.14%1,837,800PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$155.1M0.14%1,172,800CALLSOLE
126650100CVSCVS HEALTH CORP$154.1M0.14%2,274,500PUTSOLE
04016X101ARGXARGENX SE$154.1M0.14%260,325CommonSOLE
717081103PFEPFIZER INC$151.9M0.14%5,994,464CommonSOLE
464288513HYGISHARES TR$151.5M0.13%1,920,000CommonSOLE
891160509TDTORONTO DOMINION BK ONT$150.9M0.13%2,517,500CALLSOLE
456788108INFYINFOSYS LTD$150.7M0.13%8,259,907CommonSOLE
464287242LQDISHARES TR$150.1M0.13%1,381,100CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$149.4M0.13%2,050,600CALLSOLE
830566105SKAASKECHERS U S A INC$149.2M0.13%2,627,178CommonSOLE
86333MAA6LRN 1.125 09/01/27STRIDE INC$148.8M0.13%60,971,000CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$146.5M0.13%137,217,000CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$146.2M0.13%105,200,000CommonSOLE
679295105OKTAOKTA INC$146.0M0.13%1,387,473CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$145.1M0.13%3,613,324CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$144.1M0.13%695,239CommonSOLE
037833100AAPLAPPLE INC$143.6M0.13%646,400PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$143.1M0.13%1,964,300PUTSOLE
882508104TXNTEXAS INSTRS INC$142.7M0.13%794,100CALLSOLE
771049103RBLXROBLOX CORP$142.3M0.13%2,440,824CommonSOLE
478160104JNJJOHNSON & JOHNSON$141.9M0.13%855,600CALLSOLE
060505104BACBANK AMERICA CORP$141.8M0.13%3,398,123CommonSOLE
00724F101ADBEADOBE INC$141.2M0.13%368,100PUTSOLE
781154109RBRKRUBRIK INC.$140.8M0.13%2,308,192CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$140.5M0.13%95,279,000CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$140.4M0.12%1,952,000CommonSOLE
883203101TXTTEXTRON INC$139.5M0.12%1,931,386CommonSOLE
532457108LLYELI LILLY & CO$139.5M0.12%168,900CALLSOLE
148929102CAVACAVA GROUP INC$138.8M0.12%1,606,698CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$138.5M0.12%30,581,070CommonSOLE
98422D105XPEVXPENG INC$137.4M0.12%6,631,192CommonSOLE
406216101HALHALLIBURTON CO$136.9M0.12%5,395,491CommonSOLE
92840M102VSTVISTRA CORP$136.8M0.12%1,164,500PUTSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$136.7M0.12%3,025,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$135.0M0.12%1,020,800PUTSOLE
95040Q104WELLWELLTOWER INC$133.7M0.12%872,445CommonSOLE
922908553VNQVANGUARD INDEX FDS$132.7M0.12%1,465,740CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$131.8M0.12%357,543CommonSOLE
16679L109CHWYCHEWY INC$130.8M0.12%4,022,799CommonSOLE
00287Y109ABBVABBVIE INC$130.4M0.12%622,244CommonSOLE
458140100INTCINTEL CORP$129.6M0.12%5,707,900PUTSOLE
494368103KMBKIMBERLY-CLARK CORP$128.9M0.11%906,010CommonSOLE
61945C103MOSMOSAIC CO NEW$128.5M0.11%4,756,677CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$127.2M0.11%2,006,629CommonSOLE
931142103WMTWALMART INC$127.2M0.11%1,449,135CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$126.3M0.11%2,514,800PUTSOLE
336433107FSLRFIRST SOLAR INC$126.1M0.11%997,500PUTSOLE
466313103JBLJABIL INC$126.1M0.11%926,365CommonSOLE
285512109EAELECTRONIC ARTS INC$125.7M0.11%869,794CommonSOLE
743315103PGRPROGRESSIVE CORP$125.3M0.11%442,902CommonSOLE
56087FAB0MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS$124.8M0.11%48,635,000CommonSOLE
046353108AZNNASTRAZENECA PLC$124.8M0.11%1,697,792CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$124.4M0.11%108,597,000CommonSOLE
22266T109CPNGCOUPANG INC$123.7M0.11%5,640,819CommonSOLE
595112103MUMICRON TECHNOLOGY INC$123.6M0.11%1,422,700CALLSOLE
30231G102XOMEXXON MOBIL CORP$123.5M0.11%1,038,800CALLSOLE
03674X106ARANTERO RESOURCES CORP$123.5M0.11%3,053,054CommonSOLE
47215P106JDJD.COM INC$122.1M0.11%2,970,400PUTSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$121.9M0.11%923,809CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$121.2M0.11%2,456,300PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$120.8M0.11%342,600CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$120.7M0.11%219,400CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$120.2M0.11%1,170,020CommonSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$120.2M0.11%68,821,000CommonSOLE
92826C839VVISA INC$119.7M0.11%341,600CALLSOLE
278865100ECLECOLAB INC$118.7M0.11%468,091CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$118.5M0.11%694,500PUTSOLE
949746101WMT2WELLS FARGO CO NEW$117.9M0.10%1,641,962CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$117.5M0.10%668,353CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$117.1M0.10%235,371CommonSOLE
12653C108CNXCNX RES CORP$116.8M0.10%3,711,275CommonSOLE
722304102PDDPDD HOLDINGS INC$116.0M0.10%979,800CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$115.4M0.10%1,266,300CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$115.0M0.10%209,100PUTSOLE
891160509TDTORONTO DOMINION BK ONT$114.4M0.10%1,908,500PUTSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$114.1M0.10%99,587,000CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$113.6M0.10%4,996,669CommonSOLE
166764100CVXCHEVRON CORP NEW$113.0M0.10%675,500CALLSOLE
049468101TEAMATLASSIAN CORPORATION$112.4M0.10%529,849CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$112.4M0.10%2,237,800CALLSOLE
92343E102VRSNVERISIGN INC$112.3M0.10%442,294CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$112.1M0.10%505,903CommonSOLE
384802104GWWGRAINGER W W INC$112.0M0.10%113,400CALLSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$111.8M0.10%1,242,559CommonSOLE
81762P102NOWSERVICENOW INC$111.8M0.10%140,389CommonSOLE
617446448MSMORGAN STANLEY$110.1M0.10%944,100PUTSOLE
770700102HOODROBINHOOD MKTS INC$110.1M0.10%2,645,400PUTSOLE
451051106IBTAIBOTTA INC$109.6M0.10%2,597,541CommonSOLE
871829107SYYSYSCO CORP$109.4M0.10%1,457,724CommonSOLE
571903202MARMARRIOTT INTL INC NEW$108.3M0.10%454,637CommonSOLE
912909AT5X 5 11/01/26UNITED STATES STL CORP$107.6M0.10%33,937,000CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$107.1M0.10%1,259,699CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$106.9M0.10%181,258CommonSOLE
126408103CSXCSX CORP$106.1M0.09%3,606,592CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$106.0M0.09%23,000PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$105.7M0.09%1,159,900PUTSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$105.6M0.09%2,190,000CommonSOLE
780087102RYROYAL BK CDA$105.3M0.09%935,100PUTSOLE
036752103ELVELEVANCE HEALTH INC$104.5M0.09%240,274CommonSOLE
03831W108APPAPPLOVIN CORP$104.4M0.09%393,900CALLSOLE
G0260P102ASAMER SPORTS INC$103.6M0.09%3,874,439CommonSOLE
038222105AMATAPPLIED MATLS INC$103.3M0.09%711,500PUTSOLE
747525103QCOMQUALCOMM INC$103.2M0.09%672,100CALLSOLE
097023204BA 6 10/15/27BOEING CO$102.7M0.09%1,737,100CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$102.1M0.09%1,498,355CommonSOLE
172967424CCITIGROUP INC$101.9M0.09%1,435,000CALLSOLE
83406F102SOFISOFI TECHNOLOGIES INC$100.1M0.09%8,610,400CALLSOLE
45168D104IDXXIDEXX LABS INC$100.0M0.09%238,234CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$99.7M0.09%4,910,685CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$99.1M0.09%4,397,102CommonSOLE
166764100CVXCHEVRON CORP NEW$99.1M0.09%592,400PUTSOLE
550021109LULULULULEMON ATHLETICA INC$98.4M0.09%347,700PUTSOLE
917047102URBNURBAN OUTFITTERS INC$98.4M0.09%1,877,530CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$98.3M0.09%1,345,000CommonSOLE
651639106NEMNEWMONT CORP$98.0M0.09%2,029,500PUTSOLE
88033G407THCTENET HEALTHCARE CORP$98.0M0.09%728,264CommonSOLE
042068205ARMARM HOLDINGS PLC$97.6M0.09%914,300PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$97.1M0.09%607,596CommonSOLE
579780206MKCMCCORMICK & CO INC$97.1M0.09%1,179,556CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$97.1M0.09%15,358,326CommonSOLE
063671101BMOBANK MONTREAL QUE$96.8M0.09%1,013,400PUTSOLE
26740W109QBTSD-WAVE QUANTUM INC$96.6M0.09%12,712,027CommonSOLE
549498103CCIVGBPLUCID GROUP INC$96.0M0.09%39,669,461CommonSOLE
025816109AXPAMERICAN EXPRESS CO$95.7M0.09%355,833CommonSOLE
254687106DISDISNEY WALT CO$95.7M0.09%969,900PUTSOLE
60770K107MRNAMODERNA INC$95.7M0.09%3,376,500PUTSOLE
02079K107GOOGALPHABET INC$95.7M0.09%612,500PUTSOLE
64110L106NFLXNETFLIX INC$95.4M0.08%102,300PUTSOLE
458140100INTCINTEL CORP$95.4M0.08%4,200,000CALLSOLE
G87052109TELTE CONNECTIVITY PLC$95.0M0.08%672,107CommonSOLE
067901108ABXBARRICK GOLD CORP$94.5M0.08%4,859,762CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$94.4M0.08%96,275,000CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$94.2M0.08%98,792,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$93.6M0.08%100,000,000CommonSOLE
90138F102TWLOTWILIO INC$93.5M0.08%955,136CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$93.4M0.08%682,000CALLSOLE
713448108PEPPEPSICO INC$92.5M0.08%617,104CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$92.3M0.08%839,378CommonSOLE
88579Y101MMM3M CO$92.2M0.08%628,130CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$92.2M0.08%210,526CommonSOLE
20825C104COPCONOCOPHILLIPS$92.0M0.08%875,869CommonSOLE
437076102HDHOME DEPOT INC$90.8M0.08%247,886CommonSOLE
855244109SBUXSTARBUCKS CORP$90.7M0.08%924,400PUTSOLE
92276F100VTRVENTAS INC$90.2M0.08%1,312,353CommonSOLE
518439104ELLAUDER ESTEE COS INC$90.2M0.08%1,367,200PUTSOLE
00287Y109ABBVABBVIE INC$90.1M0.08%430,000CALLSOLE
10950A205BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC$89.7M0.08%1,360,000CommonSOLE
49177J102KVUEKENVUE INC$89.2M0.08%3,718,431CommonSOLE
209115104EDCONSOLIDATED EDISON INC$88.6M0.08%801,303CommonSOLE
303250104FICOFAIR ISAAC CORP$88.5M0.08%48,000CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$88.4M0.08%668,572CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$88.2M0.08%1,800,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$88.0M0.08%63,588CommonSOLE
26622P107DOCSDOXIMITY INC$87.9M0.08%1,513,933CommonSOLE
438516106HONHONEYWELL INTL INC$85.5M0.08%403,552CommonSOLE
01741R102ATIATI INC$85.3M0.08%1,639,294CommonSOLE
15136AAA0PERMIAN RESOURCES CORP$84.6M0.08%34,545,000CommonSOLE
219350105GLWCORNING INC$84.6M0.08%1,847,432CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$84.6M0.08%87,804,000CommonSOLE
12572Q105CMECME GROUP INC$83.0M0.07%312,828CommonSOLE
30231G102XOMEXXON MOBIL CORP$82.8M0.07%696,091CommonSOLE
784730103SSRMSSR MINING IN$82.5M0.07%8,228,103CommonSOLE
189054109CLXCLOROX CO DEL$82.0M0.07%557,039CommonSOLE
256746108DLTRDOLLAR TREE INC$80.5M0.07%1,071,700PUTSOLE
218352102CORTCORCEPT THERAPEUTICS INC$80.0M0.07%700,264CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$79.8M0.07%67,888,000CommonSOLE
911163103UNFIUNITED NAT FOODS INC$79.8M0.07%2,913,557CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$79.7M0.07%1,154,800PUTSOLE
81141R100SESEA LTD$79.7M0.07%610,900CALLSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$79.1M0.07%46,000,000CommonSOLE
N07059210ASMLASML HOLDING N V$79.1M0.07%119,300CALLSOLE
345370860FFORD MTR CO$79.0M0.07%7,877,800PUTSOLE
26142V105DKNGDRAFTKINGS INC NEW$78.5M0.07%2,362,955CommonSOLE
009066101ABNBAIRBNB INC$78.4M0.07%656,109CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$78.3M0.07%289,862CommonSOLE
855244109SBUXSTARBUCKS CORP$77.2M0.07%786,600CALLSOLE
37045V100GMGENERAL MTRS CO$77.1M0.07%1,639,300PUTSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$76.6M0.07%78,093,000CommonSOLE
806857108SLBSCHLUMBERGER LTD$76.5M0.07%1,829,500PUTSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$76.3M0.07%2,077,535CommonSOLE
150870103CECELANESE CORP DEL$76.2M0.07%1,341,827CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$75.6M0.07%85,654,000CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$75.3M0.07%864,850CommonSOLE
670100205NVONOVO-NORDISK A S$74.7M0.07%1,075,700PUTSOLE
872590104TMUST-MOBILE US INC$74.5M0.07%279,294CommonSOLE
497266106KEXKIRBY CORP$73.7M0.07%729,990CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$73.7M0.07%1,445,279CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$73.4M0.07%1,663,483CommonSOLE
146869102CVNACARVANA CO$73.4M0.07%351,000CALLSOLE
042068205ARMARM HOLDINGS PLC$73.2M0.07%685,400CALLSOLE
879369106TFXTELEFLEX INCORPORATED$73.1M0.07%529,215CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$72.8M0.06%1,674,924CommonSOLE
343412102FLRFLUOR CORP NEW$72.7M0.06%2,029,313CommonSOLE
22160N109CSGPCOSTAR GROUP INC$72.6M0.06%916,692CommonSOLE
149123101CATCATERPILLAR INC$72.5M0.06%219,700CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$72.2M0.06%137,800PUTSOLE
770700102HOODROBINHOOD MKTS INC$72.2M0.06%1,733,800CALLSOLE
369604301GEGE AEROSPACE$72.1M0.06%360,400CALLSOLE
032095101APHAMPHENOL CORP NEW$72.1M0.06%1,099,721CommonSOLE
60937P106MDBMONGODB INC$72.1M0.06%410,800PUTSOLE
465562106ITUBITAU UNIBANCO HLDG S A$72.0M0.06%13,097,200CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$71.3M0.06%53,800CALLSOLE
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$70.8M0.06%63,796,000CommonSOLE
437076102HDHOME DEPOT INC$70.8M0.06%193,200PUTSOLE
093712107BEBLOOM ENERGY CORP$70.8M0.06%3,600,786CommonSOLE
25809K105DASHDOORDASH INC$70.6M0.06%386,100CALLSOLE
46284V101IRMIRON MTN INC DEL$70.3M0.06%817,446CommonSOLE
17243V102CNKCINEMARK HLDGS INC$70.2M0.06%2,818,827CommonSOLE
48242W106KBRKBR INC$70.2M0.06%1,408,501CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$70.1M0.06%318,633CommonSOLE
52567D107LMNDLEMONADE INC$69.3M0.06%2,205,884CommonSOLE
58733R102MELIMERCADOLIBRE INC$69.1M0.06%35,400PUTSOLE
058498106BALLBALL CORP$68.9M0.06%1,323,102CommonSOLE
892672106TWTRADEWEB MKTS INC$68.3M0.06%460,342CommonSOLE
216648501COOCOOPER COS INC$68.0M0.06%805,739CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$67.9M0.06%940,500PUTSOLE
253393102DKSDICKS SPORTING GOODS INC$67.9M0.06%336,650CommonSOLE
G87110105FTITECHNIPFMC PLC$67.2M0.06%2,121,794CommonSOLE
717081103PFEPFIZER INC$67.1M0.06%2,647,000CALLSOLE
025816109AXPAMERICAN EXPRESS CO$66.8M0.06%248,300CALLSOLE
75734B100RDDTREDDIT INC$66.8M0.06%636,400CALLSOLE
172967424CCITIGROUP INC$66.2M0.06%932,548CommonSOLE
852234103XYZBLOCK INC$66.2M0.06%1,217,900PUTSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$66.0M0.06%68,941,000CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$65.6M0.06%500,497CommonSOLE
87612E106TGTTARGET CORP$65.5M0.06%627,500PUTSOLE
626755102MUSAMURPHY USA INC$65.5M0.06%139,369CommonSOLE
460146103IPINTERNATIONAL PAPER CO$65.4M0.06%1,224,946CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$65.3M0.06%214,178CommonSOLE
256677105DGDOLLAR GEN CORP NEW$65.1M0.06%740,545CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$65.1M0.06%67,676,000CommonSOLE
428050108HSAIHESAI GROUP$64.3M0.06%4,345,323CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$64.2M0.06%1,696,300PUTSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$64.1M0.06%953,878CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$63.9M0.06%1,709,700PUTSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$63.9M0.06%547,665CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$63.7M0.06%34,347CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$63.6M0.06%1,408,058CommonSOLE
58733R102MELIMERCADOLIBRE INC$63.6M0.06%32,600CALLSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$63.4M0.06%874,406CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$63.0M0.06%191,329CommonSOLE
780087102RYROYAL BK CDA$63.0M0.06%559,100CALLSOLE
09228F103BBBLACKBERRY LTD$62.6M0.06%16,610,351CommonSOLE
03831W108APPAPPLOVIN CORP$62.4M0.06%235,389CommonSOLE
69370C100PTCPTC INC$62.3M0.06%402,303CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$62.1M0.06%2,056,864CommonSOLE
882508104TXNTEXAS INSTRS INC$61.3M0.05%341,000PUTSOLE
12503M108CBOECBOE GLOBAL MKTS INC$61.2M0.05%270,728CommonSOLE
37959E102GLGLOBE LIFE INC$61.1M0.05%464,104CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$61.0M0.05%340,409CommonSOLE
25243Q205DEODIAGEO PLC$60.8M0.05%580,192CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$60.5M0.05%47,034,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$60.5M0.05%179,529CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$60.4M0.05%65,837,000CommonSOLE
244199105DEDEERE & CO$60.4M0.05%128,600CALLSOLE
067901108ABXBARRICK GOLD CORP$60.1M0.05%3,092,300PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$60.1M0.05%2,105,938CommonSOLE
92840M102VSTVISTRA CORP$59.6M0.05%507,097CommonSOLE
012653101ALBALBEMARLE CORP$59.1M0.05%820,700PUTSOLE
45667GAG8INFN 3.75 08/01/28INFINERA CORP$59.1M0.05%46,247,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$58.8M0.05%344,800CALLSOLE
384802104GWWGRAINGER W W INC$58.4M0.05%59,134CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$58.4M0.05%1,325,000CommonSOLE
50212V100LPLALPL FINL HLDGS INC$58.3M0.05%178,183CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$58.2M0.05%1,286,900PUTSOLE
82509L107SHOPSHOPIFY INC$57.6M0.05%603,400CALLSOLE
063671101BMOBANK MONTREAL QUE$56.5M0.05%591,100CALLSOLE
91680M107UPSTUPSTART HLDGS INC$56.3M0.05%1,223,923CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$56.3M0.05%43,684,000CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$56.3M0.05%2,263,909CommonSOLE
11135F101AVGOBROADCOM INC$56.1M0.05%335,200CALLSOLE
457669307INSMINSMED INC$56.1M0.05%734,880CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$56.0M0.05%957,784CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$55.9M0.05%810,000CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$55.8M0.05%227,600PUTSOLE
580135101MCDMCDONALDS CORP$55.7M0.05%178,400CALLSOLE
03073E105CORCENCORA INC$55.2M0.05%198,662CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$55.1M0.05%980,100PUTSOLE
988498101YUMYUM BRANDS INC$54.6M0.05%347,279CommonSOLE
98978V103ZTSZOETIS INC$54.5M0.05%331,269CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$54.4M0.05%892,500PUTSOLE
199908104FIXCOMFORT SYS USA INC$54.4M0.05%168,785CommonSOLE
247361702DALDELTA AIR LINES INC DEL$54.1M0.05%1,240,600PUTSOLE
82575P107SBSWSIBANYE STILLWATER LTD$54.1M0.05%11,802,484CommonSOLE
126650100CVSCVS HEALTH CORP$54.0M0.05%796,400CALLSOLE
25809K105DASHDOORDASH INC$53.6M0.05%293,200PUTSOLE
031162100AMGNAMGEN INC$53.4M0.05%171,500PUTSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$53.4M0.05%26,496,000CommonSOLE
931142103WMTWALMART INC$53.2M0.05%605,600CALLSOLE
G48833118WFRDWEATHERFORD INTL PLC$53.1M0.05%991,265CommonSOLE
23804L103DDOGDATADOG INC$53.0M0.05%534,400CALLSOLE
09290D101BLKBLACKROCK INC$53.0M0.05%55,991CommonSOLE
093671105HRBBLOCK H & R INC$52.8M0.05%962,018CommonSOLE
836100107SOUNSOUNDHOUND AI INC$52.8M0.05%6,500,134CommonSOLE
458140100INTCINTEL CORP$52.7M0.05%2,321,799CommonSOLE
74340W103PLDPROLOGIS INC.$52.6M0.05%470,773CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$52.5M0.05%276,375CommonSOLE
29250N105ENBENBRIDGE INC$52.5M0.05%1,185,000PUTSOLE
58155Q103MCKMCKESSON CORP$52.3M0.05%77,697CommonSOLE
45337C102INCYINCYTE CORP$52.2M0.05%862,595CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$51.8M0.05%169,650CommonSOLE
464288646IGSBISHARES TR$51.6M0.05%984,700CommonSOLE
477143101JBLUJETBLUE AWYS CORP$51.5M0.05%10,687,136CommonSOLE
949746101WMT2WELLS FARGO CO NEW$51.2M0.05%713,200CALLSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$51.1M0.05%52,715,000CommonSOLE
682680103OKEONEOK INC NEW$51.0M0.05%514,192CommonSOLE
146869102CVNACARVANA CO$51.0M0.05%244,000PUTSOLE
428291108HXLHEXCEL CORP NEW$50.9M0.05%928,954CommonSOLE
375558103GILDGILEAD SCIENCES INC$50.8M0.05%453,756CommonSOLE
37045V100GMGENERAL MTRS CO$50.8M0.05%1,079,700CALLSOLE
574599106MASMASCO CORP$50.6M0.05%728,202CommonSOLE
94106L109WMWASTE MGMT INC DEL$50.6M0.05%218,697CommonSOLE
440452100HRLHORMEL FOODS CORP$50.4M0.04%1,627,345CommonSOLE
060505104BACBANK AMERICA CORP$50.1M0.04%1,199,700PUTSOLE
49639K101KCKINGSOFT CLOUD HLDGS LTD$50.0M0.04%3,481,755CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$49.8M0.04%3,600,000CommonSOLE
98419M100XYLXYLEM INC$49.7M0.04%416,363CommonSOLE
256677105DGDOLLAR GEN CORP NEW$49.6M0.04%564,500PUTSOLE
927959106VNOMUSDVIPER ENERGY INC$49.1M0.04%1,088,073CommonSOLE
17275R102CSCOCISCO SYS INC$48.9M0.04%792,000CALLSOLE
68213N109OMCLOMNICELL COM$48.8M0.04%1,395,783CommonSOLE
36828A101GEVGE VERNOVA INC$48.7M0.04%159,400PUTSOLE
03831W108APPAPPLOVIN CORP$48.5M0.04%182,900PUTSOLE
444859102HUMHUMANA INC$48.4M0.04%183,000PUTSOLE
336433107FSLRFIRST SOLAR INC$48.1M0.04%380,200CALLSOLE
172908105CTASCINTAS CORP$48.0M0.04%233,497CommonSOLE
767292105RIOTRIOT PLATFORMS INC$47.9M0.04%6,725,663CommonSOLE
608190104MHKMOHAWK INDS INC$47.8M0.04%418,306CommonSOLE
703343AG8PATK 1.75 12/01/28PATRICK INDS INC$47.8M0.04%34,056,000CommonSOLE
82509L107SHOPSHOPIFY INC$47.6M0.04%499,000PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$47.5M0.04%962,700CALLSOLE
90364P105PATHUIPATH INC$47.5M0.04%4,613,441CommonSOLE
55261F104MTBM & T BK CORP$47.4M0.04%265,340CommonSOLE
191098102COKECOCA COLA CONS INC$47.4M0.04%35,129CommonSOLE

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.