MondegarAI
Nantahala Capital Management, LLC

Q1 2025 · 13F-HR

Nantahala Capital Management, LLCholdings as filed

Filed 2025-05-15 · accession 0001104659-25-049574

$2.52B
Reported value
145
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$608.4M24.2%3,050,000PUTSOLE
464288513HYGISHARES TR$276.1M11.0%3,500,000PUTSOLE
46090E103QQQINVESCO QQQ TR$140.7M5.59%300,000PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$125.5M4.99%1,757,023CommonSOLE
78464A870XBISPDR SER TR$97.3M3.87%1,200,000PUTSOLE
43283X105HGVHILTON GRAND VACATIONS INC$74.3M2.95%1,986,737CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$72.4M2.88%1,774,044CommonSOLE
G4412G101HLFHERBALIFE LTD$50.1M1.99%5,800,000CALLSOLE
30052C107EOLSEVOLUS INC$43.9M1.75%3,651,343CommonSOLE
05969A105TBBKBANCORP INC DEL$43.8M1.74%828,503CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$42.9M1.70%600,000PUTSOLE
09075A108BVSBIOVENTUS INC$37.7M1.50%4,125,650CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$31.9M1.27%3,808,561CommonSOLE
38046C109GOGOGOGO INC$30.7M1.22%3,564,797CommonSOLE
03062T105CRMTAMERICAS CAR-MART INC$29.3M1.16%644,686CommonSOLE
N90064101QUREUNIQURE NV$29.2M1.16%2,755,962CommonSOLE
88830R101TITNTITAN MACHY INC$27.6M1.10%1,621,738CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$27.6M1.10%4,361,792CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$26.5M1.05%4,200,000CALLSOLE
45245E109IMAXIMAX CORP$23.9M0.95%908,251CommonSOLE
805111101SVRASAVARA INC$22.4M0.89%8,075,375CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$21.5M0.85%575,000CALLSOLE
81761L102SVCSERVICE PPTYS TR$21.0M0.84%8,057,887CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$17.0M0.68%130,300PUTSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$16.7M0.66%3,509,850CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$15.4M0.61%1,506,790CommonSOLE
29772L108ETONETON PHARMACEUTICALS INC$15.3M0.61%1,175,951CommonSOLE
M96088105URGNUROGEN PHARMA LTD$15.1M0.60%1,363,399CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$14.7M0.58%628,648CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$13.9M0.55%4,822,693CommonSOLE
92337C203VSTMVERASTEM INC$13.9M0.55%2,298,541CommonSOLE
29975E109EB4EVENTBRITE INC$13.5M0.54%6,381,395CommonSOLE
75704L104RDVTRED VIOLET INC$12.8M0.51%341,378CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$12.5M0.50%787,740CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$12.5M0.50%500,000CALLSOLE
74967R106RMRRMR GROUP INC$12.3M0.49%736,202CommonSOLE
74967X103RHRH$11.8M0.47%50,158CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$11.0M0.44%1,471,936CommonSOLE
76119X105RSVRRESERVOIR MEDIA INC$11.0M0.44%1,442,136CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$10.9M0.43%838,095CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$10.4M0.41%2,934,405CommonSOLE
88427A107THIRD HARMONIC BIO INC$10.2M0.41%2,938,700CommonSOLE
00370M103ABVXABIVAX SA$9.3M0.37%1,482,994CommonSOLE
781386305RDNWRUMBLEON INC$9.2M0.37%3,272,845CommonSOLE
68404V209OPTNUSDOPTINOSE INC$9.0M0.36%985,333CommonSOLE
28238P109EHTHEHEALTH INC$8.8M0.35%1,311,441CommonSOLE
456237106ILPTINDUSTRIAL LOGISTICS PPTYS T$8.6M0.34%2,506,244CommonSOLE
89157D105TRMLTOURMALINE BIO INC$8.1M0.32%532,824CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$8.1M0.32%2,829,232CommonSOLE
05479K106ELUTELUTIA INC$8.1M0.32%3,184,947CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$8.0M0.32%554,803CommonSOLE
192005106CDXSCODEXIS INC$7.6M0.30%2,830,619CommonSOLE
05153U107AURAAURA BIOSCIENCES INC$7.4M0.30%1,267,697CommonSOLE
254604101IRONDISC MEDICINE INC$7.4M0.29%148,391CommonSOLE
05338F306AVTXAVALO THERAPEUTICS INC$7.2M0.29%900,000CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$7.0M0.28%250,062CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$6.8M0.27%554,503CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$6.8M0.27%932,445CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY IN$6.3M0.25%2,121,084CommonSOLE
45779A846NSPRINSPIREMD INC$6.2M0.25%2,318,017CommonSOLE
75382E109RAPT THERAPEUTICS INC$6.1M0.24%5,012,927CommonSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$5.9M0.24%1,663,666CommonSOLE
464287655IWMISHARES TR$5.8M0.23%29,151CommonSOLE
04546C205ASSERTIO HOLDINGS INC$5.7M0.23%8,439,762CommonSOLE
90466Y103UNICYCIVE THERAPEUTICS INC$5.4M0.21%9,391,994CommonSOLE
98420P308XTNTXTANT MED HLDGS INC$5.4M0.21%11,394,000CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$5.3M0.21%7,789,051CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$5.1M0.20%843,489CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$4.9M0.20%1,978,492CommonSOLE
65540B105NDLSUSDNOODLES & CO$4.9M0.20%4,505,489CommonSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$4.9M0.19%1,042,769CommonSOLE
98401F105XNCRXENCOR INC$4.9M0.19%456,741CommonSOLE
34988V106FOSLFOSSIL GROUP INC$4.8M0.19%4,189,177CommonSOLE
45719W205IKTINHIBIKASE THERAPEUTICS INC$4.8M0.19%2,190,000CommonSOLE
781386305RDNWRUMBLEON INC$4.8M0.19%1,700,000CALLSOLE
872381108TELATELA BIO INC$4.7M0.19%3,877,965CommonSOLE
14179K101CRGXCARGO THERAPEUTICS INC$4.5M0.18%1,100,000CommonSOLE
03837C106APYXAPYX MEDICAL CORPORATION$4.5M0.18%3,258,048CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$4.2M0.17%629,749CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$4.1M0.16%2,987,983CommonSOLE
034569103ANEBANEBULO PHARMACEUTICALS INC$3.9M0.16%3,036,325CommonSOLE
500688106KOSKOSMOS ENERGY LTD$3.9M0.16%1,716,593CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$3.9M0.15%1,141,237CommonSOLE
00972D105AKBAAKEBIA THERAPEUTICS INC$3.8M0.15%2,000,000CommonSOLE
641288105NPCENEUROPACE INC$3.8M0.15%312,094CommonSOLE
76200L309RZLTREZOLUTE INC$3.7M0.15%1,291,395CommonSOLE
91678A107UPBUPSTREAM BIO INC$3.6M0.14%594,971CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$3.6M0.14%345,062CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$3.6M0.14%669,530CommonSOLE
36269P104GAIAGAIA INC NEW$3.5M0.14%914,618CommonSOLE
88338H704TQ80THERATECHNOLOGIES INC$3.5M0.14%2,422,563CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$3.4M0.13%200,000CommonSOLE
23331S100DHXDHI GROUP INC$3.3M0.13%2,374,027CommonSOLE
629337106NNBRNN INC$3.3M0.13%1,441,416CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$3.2M0.13%593,091CommonSOLE
67577R102IRDOPUS GENETICS INC$3.1M0.12%3,157,895CommonSOLE
G7T96K107SRLSCULLY ROYALTY LTD$3.0M0.12%368,182CommonSOLE
81726A209SENTI BIOSCIENCES INC$3.0M0.12%888,000CommonSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$2.9M0.12%1,042,427CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$2.9M0.12%168,553CommonSOLE
00439U104GRCEGRACE THERAPEUTICS INC$2.7M0.11%1,178,203CommonSOLE
86889P208SRZNSURROZEN INC$2.7M0.11%229,527CommonSOLE
755408101RDIREADING INTL INC$2.7M0.11%1,921,088CommonSOLE
810648105SCPHSCPHARMACEUTICALS INC$2.6M0.10%995,438CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$2.6M0.10%150,000CALLSOLE
492327101KROSKEROS THERAPEUTICS INC$2.5M0.10%250,000CALLSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$2.5M0.10%520,000CALLSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$2.5M0.10%98,879CommonSOLE
004468500ACHVACHIEVE LIFE SCIENCES INC$2.4M0.10%898,885CommonSOLE
690732102ACHOWENS & MINOR INC NEW$1.8M0.07%200,000CommonSOLE
L0175J104ASPSALTISOURCE PORTFOLIO SOLNS S$1.7M0.07%2,477,312CommonSOLE
29415J106ENVVENO MEDICAL CORPORATION$1.6M0.06%594,661CommonSOLE
27966L306EDSAEDESA BIOTECH INC$1.5M0.06%625,000CommonSOLE
50015M109KODKODIAK SCIENCES INC$1.5M0.06%530,713CommonSOLE
09090D301BIOMX INC$1.4M0.06%2,493,309CommonSOLE
054754858AYTUAYTU BIOPHARMA INC$1.3M0.05%1,086,812CommonSOLE
30052C107EOLSEVOLUS INC$1.2M0.05%100,000CALLSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$1.2M0.05%1,935,484CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$1.1M0.04%148,052CommonSOLE
98986M103ZYXIQZYNEX INC$1.1M0.04%487,778CommonSOLE
86272A305SSKNSTRATA SKIN SCIENCES INC$1.1M0.04%403,917CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$1.0M0.04%281,368CommonSOLE
23725P209DRIOEURDARIOHEALTH CORP$1.0M0.04%1,692,303CommonSOLE
00444T209TLPHTALPHERA INC$986,2970.04%1,992,519CommonSOLE
872381108TELATELA BIO INC$915,0000.04%750,000CALLSOLE
G7006A109PERFPERFECT CORP$893,5490.04%495,041CommonSOLE
784933103SGRPSPAR GROUP INC$872,1080.03%660,688CommonSOLE
G4412G101HLFHERBALIFE LTD$863,0000.03%100,000CommonSOLE
679369108OLPXOLAPLEX HLDGS INC$825,5000.03%650,000CommonSOLE
004816104ACUACME UTD CORP$809,1130.03%20,427CommonSOLE
49721T507KPRXKIORA PHARMACEUTICALS INC$635,4410.03%211,110CommonSOLE
34960Q307FBIOFORTRESS BIOTECH INC$507,8110.02%325,520CommonSOLE
168905107PLCECHILDRENS PL INC NEW$498,4420.02%57,030CommonSOLE
03836J201APREAPREA THERAPEUTICS INC$419,7500.02%205,760CommonSOLE
30049G302EVOKEVOKE PHARMA INC$407,4210.02%148,153CommonSOLE
505743104LADRLADDER CAP CORP$289,8250.01%25,401CommonSOLE
68277Q105OKURONKURE THERAPEUTICS INC$233,0940.01%54,208CommonSOLE
30068X103XGNEXAGEN INC$219,6580.01%61,186CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$212,3600.01%460,850CommonSOLE
54948X109LUCDLUCID DIAGNOSTICS INC$140,8660.01%94,541CommonSOLE
52110H100LAZYDAYS HLDGS INC$60,1610.00%185,452CommonSOLE
892918103TACTTRANSACT TECHNOLOGIES INC$55,3690.00%15,046CommonSOLE
N44445117IMTXWIMMATICS N.V$27,9640.00%248,506CommonSOLE
G7006A117PERFFPERFECT CORP$2,1270.00%16,075CommonSOLE
G4236L120GFAIWGUARDFORCE AI CO LTD$1820.00%154,205CommonSOLE

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.