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CAPSTONE INVESTMENT ADVISORS, LLC

Q4 2023 · 13F-HR

CAPSTONE INVESTMENT ADVISORS, LLCholdings as filed

Filed 2024-02-12 · accession 0001172661-24-000712

$33.22B
Reported value
2,073
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 2073

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$5.91B17.8%14,439,200PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.32B3.96%2,769,284CommonSOLE
46090E103QQQINVESCO QQQ TR$1.30B3.93%3,185,300CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$955.4M2.88%2,010,000PUTSOLE
037833100AAPLAPPLE INC$939.5M2.83%4,879,700PUTSOLE
594918104MSFTMICROSOFT CORP$939.3M2.83%2,498,000PUTSOLE
464287655IWMISHARES TR$827.4M2.49%4,122,300PUTSOLE
67066G104NVDANVIDIA CORPORATION$675.7M2.03%1,364,500PUTSOLE
023135106AMZNAMAZON COM INC$601.4M1.81%3,958,000PUTSOLE
88160R101TSLATESLA INC$527.1M1.59%2,121,200PUTSOLE
594918104MSFTMICROSOFT CORP$507.7M1.53%1,350,100CALLSOLE
037833100AAPLAPPLE INC$461.1M1.39%2,394,900CALLSOLE
30303M102METAMETA PLATFORMS INC$456.7M1.37%1,290,200PUTSOLE
464288513HYGISHARES TR$402.4M1.21%5,200,000PUTSOLE
02079K305GOOGLALPHABET INC$396.9M1.19%2,841,200PUTSOLE
464287234EEMISHARES TR$384.6M1.16%9,566,000PUTSOLE
023135106AMZNAMAZON COM INC$357.3M1.08%2,351,491CommonSOLE
02079K107GOOGALPHABET INC$313.6M0.94%2,225,400PUTSOLE
023135106AMZNAMAZON COM INC$274.5M0.83%1,806,800CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$200.9M0.60%5,344,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$198.3M0.60%400,400CALLSOLE
46625H100JPMJPMORGAN CHASE & CO$194.9M0.59%1,145,700PUTSOLE
11135F101AVGOBROADCOM INC$181.1M0.54%162,200PUTSOLE
464287465EFAISHARES TR$180.0M0.54%2,388,400PUTSOLE
64110L106NFLXNETFLIX INC$178.0M0.54%365,600PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$175.6M0.53%266,000PUTSOLE
79466L302CRMSALESFORCE INC$163.8M0.49%622,600PUTSOLE
30303M102METAMETA PLATFORMS INC$154.6M0.47%436,900CALLSOLE
02079K305GOOGLALPHABET INC$147.1M0.44%1,053,000CALLSOLE
464287242LQDISHARES TR$142.3M0.43%1,286,000PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$130.0M0.39%337,100PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$127.2M0.38%3,382,800CALLSOLE
88160R101TSLATESLA INC$126.6M0.38%509,600CALLSOLE
00724F101ADBEADOBE INC$119.1M0.36%199,700PUTSOLE
45765UAB9NSIT 0.75 02/15/25INSIGHT ENTERPRISES INC$117.9M0.35%45,320,000CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$113.4M0.34%57,300,000CommonSOLE
437076102HDHOME DEPOT INC$111.8M0.34%322,700PUTSOLE
11135F101AVGOBROADCOM INC$111.4M0.34%99,800CALLSOLE
66980MAB2NVMI 0 10/15/25NOVA LTD$109.0M0.33%58,993,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$108.2M0.33%1,082,400PUTSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$106.7M0.32%70,200,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$104.2M0.31%197,900CALLSOLE
060505104BACBANK AMERICA CORP$102.6M0.31%3,048,000PUTSOLE
78463V107GLDSPDR GOLD TR$101.7M0.31%531,800CALLSOLE
532457108LLYELI LILLY & CO$101.1M0.30%173,400PUTSOLE
478160104JNJJOHNSON & JOHNSON$99.1M0.30%632,100PUTSOLE
458140100INTCINTEL CORP$98.2M0.30%1,953,700PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$97.9M0.29%717,500CALLSOLE
02079K107GOOGALPHABET INC$96.8M0.29%686,600CALLSOLE
81369Y209XLVSELECT SECTOR SPDR TR$95.5M0.29%700,300PUTSOLE
92826C839VVISA INC$93.3M0.28%358,300PUTSOLE
756109104OREALTY INCOME CORP$88.8M0.27%1,546,188CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$88.0M0.26%517,300CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$87.9M0.26%185,000CALLSOLE
097023105BABOEING CO$87.0M0.26%333,900PUTSOLE
912909AT5X 5 11/01/26UNITED STATES STL CORP$85.5M0.26%23,500,000CommonSOLE
931142103WMTWALMART INC$82.6M0.25%524,000PUTSOLE
40415F101HDBHDFC BANK LTD$80.0M0.24%1,191,861CommonSOLE
464287440IEFISHARES TR$77.1M0.23%800,000CALLSOLE
632307AB0NTRA 2.25 05/01/27NATERA INC$76.2M0.23%44,418,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$73.7M0.22%140,000PUTSOLE
68389X105ORCLORACLE CORP$72.9M0.22%691,500PUTSOLE
472145AD3JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD$71.4M0.21%73,231,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$69.8M0.21%163,700PUTSOLE
92189F106GDXVANECK ETF TRUST$69.2M0.21%2,232,400PUTSOLE
92189F106GDXVANECK ETF TRUST$69.2M0.21%2,232,400CALLSOLE
23282WAA8CYTOKINETICS INC$68.7M0.21%8,631,000CommonSOLE
149123101CATCATERPILLAR INC$68.5M0.21%231,600PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$68.0M0.20%103,000CALLSOLE
617446448MSMORGAN STANLEY$67.9M0.20%728,500PUTSOLE
042068205ARMARM HOLDINGS PLC$67.8M0.20%902,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$67.5M0.20%460,400PUTSOLE
949746101WMT2WELLS FARGO CO NEW$66.0M0.20%1,341,500PUTSOLE
254687106DISDISNEY WALT CO$65.7M0.20%727,300PUTSOLE
81369Y704XLISELECT SECTOR SPDR TR$65.5M0.20%574,500CALLSOLE
654106103NKENIKE INC$65.2M0.20%600,200PUTSOLE
81369Y704XLISELECT SECTOR SPDR TR$64.5M0.19%565,700PUTSOLE
461202103INTUINTUIT$63.9M0.19%102,200PUTSOLE
747525103QCOMQUALCOMM INC$63.8M0.19%440,800PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$63.4M0.19%177,800PUTSOLE
478160104JNJJOHNSON & JOHNSON$61.4M0.18%391,500CALLSOLE
30063PAA3EXAS 1 01/15/25EXACT SCIENCES CORP$60.3M0.18%52,371,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$60.2M0.18%43,000,000CommonSOLE
437076102HDHOME DEPOT INC$60.1M0.18%173,500CALLSOLE
00287Y109ABBVABBVIE INC$59.1M0.18%381,100PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$57.2M0.17%349,700PUTSOLE
00287Y109ABBVABBVIE INC$56.3M0.17%363,100CALLSOLE
17275R102CSCOCISCO SYS INC$56.1M0.17%1,110,900CALLSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$55.9M0.17%39,345,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$55.1M0.17%530,000CALLSOLE
37045V100GMGENERAL MTRS CO$54.9M0.17%1,529,200PUTSOLE
458140100INTCINTEL CORP$54.9M0.17%1,093,000CALLSOLE
81762P102NOWSERVICENOW INC$54.9M0.17%77,700PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$54.4M0.16%141,000CALLSOLE
16115QAE0GTLS 1 11/15/24CHART INDS INC$53.3M0.16%22,880,000CommonSOLE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$53.2M0.16%34,723,000CommonSOLE
97717W851DXJWISDOMTREE TR$52.8M0.16%600,100CALLSOLE
58933Y105MRKMERCK & CO INC$51.4M0.15%471,500PUTSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$50.9M0.15%39,914,000CommonSOLE
46333XAF5IRONWOOD PHARMACEUTICALS INC$50.2M0.15%47,700,000CommonSOLE
98954MAE1Z 0.75 09/01/24ZILLOW GROUP INC$48.9M0.15%36,146,000CommonSOLE
46429B697USMVISHARES TR$48.5M0.15%622,029CommonSOLE
92826C839VVISA INC$47.7M0.14%183,300CALLSOLE
79466L302CRMSALESFORCE INC$47.3M0.14%179,900CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$47.3M0.14%1,255,000PUTSOLE
550021109LULULULULEMON ATHLETICA INC$46.9M0.14%91,700CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$45.5M0.14%85,800PUTSOLE
292554AM4ECPG 3.25 10/01/25ENCORE CAP GROUP INC$45.1M0.14%33,424,000CommonSOLE
931142103WMTWALMART INC$44.2M0.13%280,500CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$43.0M0.13%100,800CALLSOLE
30231G102XOMEXXON MOBIL CORP$42.8M0.13%427,700CALLSOLE
78463V107GLDSPDR GOLD TR$42.7M0.13%223,600PUTSOLE
060505104BACBANK AMERICA CORP$42.7M0.13%1,267,300CALLSOLE
882508104TXNTEXAS INSTRS INC$42.5M0.13%249,500CALLSOLE
45781MAB7INVA 2.5 08/15/25INNOVIVA INC$42.5M0.13%39,250,000CommonSOLE
166764100CVXCHEVRON CORP NEW$42.5M0.13%284,700PUTSOLE
464287739IYRISHARES TR$41.7M0.13%455,741CommonSOLE
595112103MUMICRON TECHNOLOGY INC$41.6M0.13%487,200PUTSOLE
172967424CCITIGROUP INC$41.6M0.13%807,900PUTSOLE
15136AAA0PERMIAN RESOURCES CORP$41.0M0.12%17,607,000CommonSOLE
17275R102CSCOCISCO SYS INC$40.4M0.12%798,800PUTSOLE
68389X105ORCLORACLE CORP$39.9M0.12%378,600CALLSOLE
207410AF8CONMED CORP$39.6M0.12%32,244,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$39.0M0.12%208,100PUTSOLE
580135101MCDMCDONALDS CORP$38.6M0.12%130,100PUTSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$38.6M0.12%31,788,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$38.2M0.11%242,700PUTSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$38.1M0.11%36,000,000CommonSOLE
695127AF7PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC$38.0M0.11%41,012,000CommonSOLE
369604301GEGENERAL ELECTRIC CO$37.3M0.11%292,300PUTSOLE
58933Y105MRKMERCK & CO INC$37.2M0.11%341,300CALLSOLE
64110L106NFLXNETFLIX INC$36.0M0.11%74,000CALLSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$35.8M0.11%37,357,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$35.8M0.11%582,700PUTSOLE
64049MAA8NEOGENOMICS INC$35.6M0.11%38,019,000CommonSOLE
53814LAB4LTHM 4.125 07/15/25LIVENT CORP$35.6M0.11%16,973,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$35.5M0.11%240,600PUTSOLE
G1151C101ACNACCENTURE PLC IRELAND$34.9M0.11%99,500PUTSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$34.4M0.10%30,031,000CommonSOLE
654106103NKENIKE INC$34.3M0.10%316,200CALLSOLE
907818108UNPUNION PAC CORP$33.0M0.10%134,500PUTSOLE
63845RAB3EYE 2.5 05/15/25NATIONAL VISION HLDGS INC$32.4M0.10%32,235,000CommonSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$32.3M0.10%35,040,000CommonSOLE
87612E106TGTTARGET CORP$31.7M0.10%222,800PUTSOLE
191216100KOCOCA COLA CO$31.7M0.10%537,900PUTSOLE
37045V100GMGENERAL MTRS CO$31.4M0.09%874,800CALLSOLE
78468R556XOPSPDR SER TR$31.1M0.09%227,500CALLSOLE
78468R556XOPSPDR SER TR$31.1M0.09%227,500PUTSOLE
038222105AMATAPPLIED MATLS INC$31.1M0.09%192,000PUTSOLE
713448108PEPPEPSICO INC$30.9M0.09%181,800PUTSOLE
00724F101ADBEADOBE INC$30.8M0.09%51,700CALLSOLE
166764100CVXCHEVRON CORP NEW$30.7M0.09%205,900CALLSOLE
235851102DHRDANAHER CORPORATION$30.6M0.09%132,200CALLSOLE
235851102DHRDANAHER CORPORATION$29.9M0.09%129,300PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$29.8M0.09%101,100PUTSOLE
126650100CVSCVS HEALTH CORP$29.5M0.09%374,200PUTSOLE
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$29.5M0.09%27,950,000CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$29.4M0.09%18,104,000CommonSOLE
532457108LLYELI LILLY & CO$29.3M0.09%50,300CALLSOLE
G54950103LINLINDE PLC$29.3M0.09%71,300PUTSOLE
539183AA1TDOC 0.875 06/01/25LIVONGO HEALTH INC$29.1M0.09%31,000,000CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$28.9M0.09%63,700PUTSOLE
032654105ADIANALOG DEVICES INC$28.7M0.09%144,500PUTSOLE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$28.6M0.09%30,360,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$28.4M0.09%64,500PUTSOLE
00206R102TAT&T INC$28.3M0.09%1,687,500PUTSOLE
464287184FXIISHARES TR$28.1M0.08%1,168,200CALLSOLE
855244109SBUXSTARBUCKS CORP$26.7M0.08%278,300PUTSOLE
461202103INTUINTUIT$26.6M0.08%42,500CALLSOLE
191216100KOCOCA COLA CO$26.3M0.08%446,400CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$26.3M0.08%382,000PUTSOLE
742718109PGPROCTER AND GAMBLE CO$25.9M0.08%176,700CALLSOLE
747525103QCOMQUALCOMM INC$25.7M0.08%177,400CALLSOLE
40416EAF0HCI 4.75 06/01/42HCI GROUP INC$25.5M0.08%20,600,000CommonSOLE
617446448MSMORGAN STANLEY$25.4M0.08%272,900CALLSOLE
021369AC7ALTR 1.75 06/15/27ALTAIR ENGR INC$25.3M0.08%19,500,000CommonSOLE
254687106DISDISNEY WALT CO$25.3M0.08%280,100CALLSOLE
46090E103QQQINVESCO QQQ TR$25.1M0.08%61,209CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$24.8M0.07%31,600PUTSOLE
882508104TXNTEXAS INSTRS INC$24.8M0.07%145,200PUTSOLE
464287432TLTISHARES TR$23.9M0.07%241,499CommonSOLE
093712AH0BE 2.5 08/15/25BLOOM ENERGY CORP$23.9M0.07%20,900,000CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$23.8M0.07%33,700,000CommonSOLE
92214XAB2VAREX IMAGING CORP$23.4M0.07%20,000,000CommonSOLE
717081103PFEPFIZER INC$22.9M0.07%794,800CALLSOLE
548661107LOWLOWES COS INC$22.6M0.07%101,500PUTSOLE
75513E101RTXRTX CORPORATION$22.6M0.07%268,400PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$22.4M0.07%116,500PUTSOLE
20030N101CMCSACOMCAST CORP NEW$22.2M0.07%505,200PUTSOLE
337738108FISVFISERV INC$22.1M0.07%166,300PUTSOLE
032654105ADIANALOG DEVICES INC$21.8M0.07%109,900CALLSOLE
464288281EMBISHARES TR$21.8M0.07%245,000PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.8M0.07%133,200CALLSOLE
244199105DEDEERE & CO$21.8M0.07%54,400PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$21.2M0.06%62,800PUTSOLE
911363109URIUNITED RENTALS INC$21.2M0.06%36,900PUTSOLE
002824100ABTABBOTT LABS$21.1M0.06%191,400PUTSOLE
718172109PMPHILIP MORRIS INTL INC$20.9M0.06%222,000PUTSOLE
78468R408SJNKSPDR SER TR$20.8M0.06%826,701CommonSOLE
345370860FFORD MTR CO DEL$20.6M0.06%1,691,400PUTSOLE
717081103PFEPFIZER INC$20.5M0.06%713,100PUTSOLE
56400PAQ5MANNKIND CORP$20.5M0.06%20,000,000CommonSOLE
68375NAD5OPKO HEALTH INC$20.4M0.06%20,750,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$20.3M0.06%49,900PUTSOLE
464287655IWMISHARES TR$20.1M0.06%100,000CALLSOLE
09239BAB5BL 0.125 08/01/24BLACKLINE INC$20.0M0.06%19,500,000CommonSOLE
743315103PGRPROGRESSIVE CORP$19.9M0.06%125,200PUTSOLE
949746101WMT2WELLS FARGO CO NEW$19.9M0.06%403,800CALLSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$19.9M0.06%29,000,000CommonSOLE
974637AB6WGO 1.5 04/01/25WINNEBAGO INDS INC$19.8M0.06%15,750,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$19.8M0.06%56,300CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$19.6M0.06%382,100PUTSOLE
097023105BABOEING CO$19.4M0.06%74,500CALLSOLE
30231G102XOMEXXON MOBIL CORP$19.0M0.06%190,420CommonSOLE
59064RAA7MLAB 1.375 08/15/25MESA LABS INC$18.9M0.06%20,500,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$18.9M0.06%229,400PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$18.8M0.06%306,300CALLSOLE
31428X106FDXFEDEX CORP$18.7M0.06%73,800PUTSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$18.7M0.06%20,752,000CommonSOLE
55024UAB5LUMENTUM HLDGS INC$18.6M0.06%18,510,000CommonSOLE
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036752103ELVELEVANCE HEALTH INC$18.5M0.06%39,300PUTSOLE
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025537101AEPAMERICAN ELEC PWR CO INC$18.3M0.05%224,700CALLSOLE
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55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$18.1M0.05%15,500,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$18.1M0.05%352,296CommonSOLE
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457985AM1IART 0.5 08/15/25INTEGRA LIFESCIENCES HLDGS C$17.9M0.05%19,000,000CommonSOLE
580135101MCDMCDONALDS CORP$17.9M0.05%60,400CALLSOLE
666807102NOCNORTHROP GRUMMAN CORP$17.8M0.05%38,100PUTSOLE
977852102WOLF*WOLFSPEED INC$17.8M0.05%409,600PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$17.7M0.05%91,994CommonSOLE
56087FAB0MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS$17.7M0.05%13,500,000CommonSOLE
09247X101BLKCHFBLACKROCK INC$17.6M0.05%21,700PUTSOLE
550021109LULULULULEMON ATHLETICA INC$17.6M0.05%34,400PUTSOLE
713448108PEPPEPSICO INC$17.6M0.05%103,400CALLSOLE
855244109SBUXSTARBUCKS CORP$17.3M0.05%180,100CALLSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$17.3M0.05%17,500,000CommonSOLE
871607107SNPSSYNOPSYS INC$17.2M0.05%33,500PUTSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$17.0M0.05%32,100CALLSOLE
01741RAK8ATI 3.5 06/15/25ATI INC$16.8M0.05%5,655,000CommonSOLE
88160R101TSLATESLA INC$16.8M0.05%67,478CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT INC$16.7M0.05%17,500,000CommonSOLE
46333XAH1IRWD 1.5 06/15/26IRONWOOD PHARMACEUTICALS INC$16.5M0.05%15,174,000CommonSOLE
78464A698KRESPDR SER TR$16.4M0.05%312,628CommonSOLE
375558103GILDGILEAD SCIENCES INC$16.3M0.05%201,600PUTSOLE
60741F104MBLYMOBILEYE GLOBAL INC$16.3M0.05%376,064CommonSOLE
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413160AD4HARMONIC INC$16.3M0.05%10,700,000CommonSOLE
902973304USBUS BANCORP DEL$16.2M0.05%374,900PUTSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$16.1M0.05%18,341,000CommonSOLE
78468R622JNKSPDR SER TR$15.8M0.05%166,801CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$15.8M0.05%86,600PUTSOLE
14161WAB1CARDLYTICS INC$15.7M0.05%25,160,000CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$15.6M0.05%7,500,000CommonSOLE
149123101CATCATERPILLAR INC$15.3M0.05%51,900CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$15.3M0.05%256,600PUTSOLE
464288513HYGISHARES TR$15.2M0.05%196,701CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$15.2M0.05%16,500,000CommonSOLE
30161N101EXCEXELON CORP$15.1M0.05%419,700CALLSOLE
464288638IGIBISHARES TR$15.0M0.05%288,701CommonSOLE
464287234EEMISHARES TR$15.0M0.05%372,000CommonSOLE
78464A755XMESPDR SER TR$15.0M0.05%250,000CALLSOLE
78464A755XMESPDR SER TR$15.0M0.05%250,000PUTSOLE
833445109SNOWSNOWFLAKE INC$14.9M0.04%75,000CALLSOLE
872590104TMUST-MOBILE US INC$14.9M0.04%93,000PUTSOLE
038222105AMATAPPLIED MATLS INC$14.6M0.04%90,300CALLSOLE
040413106ANETEURARISTA NETWORKS INC$14.6M0.04%62,000PUTSOLE
19249HAB9COHERUS BIOSCIENCES INC$14.6M0.04%25,698,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$14.4M0.04%199,500PUTSOLE
65339F101NEENEXTERA ENERGY INC$14.4M0.04%236,800CALLSOLE
824348106SHWSHERWIN WILLIAMS CO$14.2M0.04%45,600PUTSOLE
92343V104VZVERIZON COMMUNICATIONS INC$14.1M0.04%372,900CALLSOLE
482480100KLACKLA CORP$14.0M0.04%24,100PUTSOLE
594972408MSTRMICROSTRATEGY INC$14.0M0.04%22,100PUTSOLE
71375UAD3PERFICIENT INC$13.9M0.04%10,043,000CommonSOLE
759916AC3REPLIGEN CORP$13.9M0.04%12,360,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$13.7M0.04%60,600PUTSOLE
G29183103ETNEATON CORP PLC$13.7M0.04%56,700PUTSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$13.5M0.04%15,000,000CommonSOLE
009066101ABNBAIRBNB INC$13.4M0.04%98,200PUTSOLE
46434V407SHYGISHARES TR$13.3M0.04%314,901CommonSOLE
025816109AXPAMERICAN EXPRESS CO$13.3M0.04%70,900CALLSOLE
595112103MUMICRON TECHNOLOGY INC$13.3M0.04%155,300CALLSOLE
172967424CCITIGROUP INC$13.2M0.04%256,700CALLSOLE
464288414MUBISHARES TR$13.1M0.04%121,001CommonSOLE
718546104PSXPHILLIPS 66$13.0M0.04%97,300PUTSOLE
59156R108METMETLIFE INC$12.9M0.04%195,500PUTSOLE
23282W605CYTKCYTOKINETICS INC$12.8M0.04%153,900PUTSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.8M0.04%33,000PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.8M0.04%35,900CALLSOLE
89422GAA5TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC$12.8M0.04%19,393,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$12.7M0.04%97,400PUTSOLE
369604301GEGENERAL ELECTRIC CO$12.5M0.04%98,100CALLSOLE
58155Q103MCKMCKESSON CORP$12.5M0.04%27,000PUTSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$12.5M0.04%131,100PUTSOLE
87612E106TGTTARGET CORP$12.4M0.04%87,000CALLSOLE
548661107LOWLOWES COS INC$12.4M0.04%55,600CALLSOLE
65290E101NXTNEXTRACKER INC$12.3M0.04%262,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$12.3M0.04%67,400CALLSOLE
872540109TJXTJX COS INC NEW$12.3M0.04%130,800PUTSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$12.2M0.04%12,000,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$12.2M0.04%44,700PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$12.1M0.04%77,000CALLSOLE
02209S103MOALTRIA GROUP INC$12.1M0.04%300,000PUTSOLE
12572Q105CMECME GROUP INC$12.0M0.04%57,100PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$12.0M0.04%91,600PUTSOLE
125523100CITHE CIGNA GROUP$11.9M0.04%39,900PUTSOLE
56585A102MPCMARATHON PETE CORP$11.9M0.04%80,500PUTSOLE
126650100CVSCVS HEALTH CORP$11.9M0.04%151,000CALLSOLE
244199105DEDEERE & CO$11.9M0.04%29,800CALLSOLE
126650100CVSCVS HEALTH CORP$11.9M0.04%150,884CommonSOLE
842587107SOSOUTHERN CO$11.7M0.04%166,500PUTSOLE
021369AA1ALTAIR ENGR INC$11.6M0.04%6,429,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$11.5M0.03%78,000CALLSOLE
81762P102NOWSERVICENOW INC$11.4M0.03%16,200CALLSOLE
907818108UNPUNION PAC CORP$11.4M0.03%46,400CALLSOLE
03027X100AMTAMERICAN TOWER CORP NEW$11.3M0.03%52,400PUTSOLE
009158106APDAIR PRODS & CHEMS INC$11.3M0.03%41,300PUTSOLE
74340W103PLDPROLOGIS INC.$11.3M0.03%84,700PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$11.3M0.03%264,900PUTSOLE
345370860FFORD MTR CO DEL$11.2M0.03%915,900CALLSOLE
20030N101CMCSACOMCAST CORP NEW$11.1M0.03%252,600CALLSOLE
G5960L103MDTMEDTRONIC PLC$10.8M0.03%131,600CALLSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$10.8M0.03%12,000,000CommonSOLE
464287242LQDISHARES TR$10.7M0.03%96,801CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$10.7M0.03%12,274,000CommonSOLE
57164YAD9VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE$10.6M0.03%12,000,000CommonSOLE
693506107PPGPPG INDS INC$10.6M0.03%70,800PUTSOLE
806857108SLBSCHLUMBERGER LTD$10.6M0.03%203,400PUTSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$10.4M0.03%44,700CALLSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$10.3M0.03%44,200PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$10.3M0.03%22,700CALLSOLE
247361702DALDELTA AIR LINES INC DEL$10.3M0.03%255,300PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$10.2M0.03%78,800PUTSOLE
723787107PXDEURPIONEER NAT RES CO$10.2M0.03%45,200PUTSOLE
594972AC5MSTR 0.75 12/15/25MICROSTRATEGY INC$10.1M0.03%6,110,000CommonSOLE
23804L103DDOGDATADOG INC$10.1M0.03%83,300PUTSOLE
83304AAF3SNAP 0 05/01/27SNAP INC$10.0M0.03%12,500,000CommonSOLE
526057104LENLENNAR CORP$10.0M0.03%67,400PUTSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$9.9M0.03%104,400CALLSOLE
438516106HONHONEYWELL INTL INC$9.9M0.03%47,300CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9.9M0.03%171,500PUTSOLE
444859102HUMHUMANA INC$9.9M0.03%21,600PUTSOLE
65339F101NEENEXTERA ENERGY INC$9.9M0.03%162,300PUTSOLE
H1467J104CBCHUBB LIMITED$9.9M0.03%43,600PUTSOLE
002824100ABTABBOTT LABS$9.8M0.03%89,200CALLSOLE
G54950103LINLINDE PLC$9.8M0.03%23,800CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.7M0.03%257,923CommonSOLE
92189H409HYDVANECK ETF TRUST$9.6M0.03%186,401CommonSOLE
94106L109WMWASTE MGMT INC DEL$9.6M0.03%53,500PUTSOLE
291011104EMREMERSON ELEC CO$9.6M0.03%98,200PUTSOLE
464288687PFFISHARES TR$9.5M0.03%305,801CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$9.5M0.03%11,500,000CommonSOLE
75513E101RTXRTX CORPORATION$9.5M0.03%112,800CALLSOLE
701094104PHPARKER-HANNIFIN CORP$9.4M0.03%20,400PUTSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$9.4M0.03%15,000,000CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9.3M0.03%19,900CALLSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9.2M0.03%102,500PUTSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$9.2M0.03%14,500,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.2M0.03%179,700CALLSOLE
00206R102TAT&T INC$9.2M0.03%549,072CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$9.2M0.03%9,000,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.1M0.03%31,000CALLSOLE
872590104TMUST-MOBILE US INC$9.1M0.03%56,800CALLSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.0M0.03%58,200PUTSOLE
147448104CWSTCASELLA WASTE SYS INC$9.0M0.03%104,992CommonSOLE
052769106ADSKAUTODESK INC$8.9M0.03%36,600PUTSOLE
81369Y852XLCSELECT SECTOR SPDR TR$8.9M0.03%122,200PUTSOLE
252131107DXCMDEXCOM INC$8.9M0.03%71,500PUTSOLE
682189105ONON SEMICONDUCTOR CORP$8.9M0.03%106,100PUTSOLE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$8.8M0.03%12,000,000CommonSOLE
778296103ROSTROSS STORES INC$8.8M0.03%63,800PUTSOLE
00206R102TAT&T INC$8.8M0.03%524,000CALLSOLE
863667101SYKSTRYKER CORPORATION$8.7M0.03%29,100PUTSOLE
037833100AAPLAPPLE INC$8.7M0.03%45,212CommonSOLE
744320102PRUPRUDENTIAL FINL INC$8.7M0.03%83,500PUTSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$8.7M0.03%7,912,000CommonSOLE
654106103NKENIKE INC$8.6M0.03%79,486CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$8.6M0.03%500,000CommonSOLE
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$8.6M0.03%9,607,000CommonSOLE
02079K107GOOGALPHABET INC$8.5M0.03%60,182CommonSOLE
90214JAB7TWOU 2.25 05/01/252U INC$8.3M0.02%16,100,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.3M0.02%103,900PUTSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8.3M0.02%58,000PUTSOLE
075887109BDXBECTON DICKINSON & CO$8.3M0.02%33,900PUTSOLE
651639106NEMNEWMONT CORP$8.3M0.02%199,700PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$8.3M0.02%468,000PUTSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$8.2M0.02%4,687,000CommonSOLE
15135B101CNCCENTENE CORP DEL$8.2M0.02%110,600PUTSOLE
23331A109DHID R HORTON INC$8.1M0.02%53,500PUTSOLE
501812AB7LCII 1.125 05/15/26LCI INDS$8.1M0.02%8,250,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.1M0.02%117,800CALLSOLE
26441C204DUKDUKE ENERGY CORP NEW$8.0M0.02%82,700PUTSOLE
256677105DGDOLLAR GEN CORP NEW$8.0M0.02%59,000CALLSOLE
806857108SLBSCHLUMBERGER LTD$8.0M0.02%153,600CALLSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$7.8M0.02%7,000,000CommonSOLE
477143101JBLUJETBLUE AWYS CORP$7.8M0.02%1,400,000PUTSOLE
40412C101HCAHCA HEALTHCARE INC$7.8M0.02%28,700PUTSOLE
254687106DISDISNEY WALT CO$7.8M0.02%85,961CommonSOLE
704326107PAYXPAYCHEX INC$7.7M0.02%64,900PUTSOLE
78464A359CWBSPDR SER TR$7.7M0.02%107,101CommonSOLE
742718109PGPROCTER AND GAMBLE CO$7.7M0.02%52,403CommonSOLE
872540109TJXTJX COS INC NEW$7.5M0.02%80,300CALLSOLE
369550108GDGENERAL DYNAMICS CORP$7.5M0.02%29,000PUTSOLE
09260D107BXBLACKSTONE INC$7.5M0.02%57,500CALLSOLE
824348106SHWSHERWIN WILLIAMS CO$7.5M0.02%24,100CALLSOLE
37940X102GPNGLOBAL PMTS INC$7.5M0.02%59,100PUTSOLE
21036P108STZCONSTELLATION BRANDS INC$7.4M0.02%30,700PUTSOLE
670346105NUENUCOR CORP$7.4M0.02%42,400PUTSOLE
494368103KMBKIMBERLY-CLARK CORP$7.3M0.02%60,200PUTSOLE
501044101KRKROGER CO$7.3M0.02%159,200PUTSOLE
62914V106NIONIO INC$7.3M0.02%800,000PUTSOLE
03073E105CORCENCORA INC$7.2M0.02%35,300PUTSOLE
512807108LRCXEURLAM RESEARCH CORP$7.2M0.02%9,200CALLSOLE
803607AB6SAREPTA THERAPEUTICS INC$7.2M0.02%5,082,000CommonSOLE
31188VAB6FSLY 0 03/15/26FASTLY INC$7.2M0.02%8,200,000CommonSOLE
863667101SYKSTRYKER CORPORATION$7.1M0.02%23,800CALLSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$7.1M0.02%8,590,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7.1M0.02%31,000PUTSOLE
336433107FSLRFIRST SOLAR INC$7.1M0.02%41,300PUTSOLE
256677105DGDOLLAR GEN CORP NEW$7.1M0.02%52,300PUTSOLE
60770K107MRNAMODERNA INC$7.1M0.02%71,300PUTSOLE
464289511IGLBISHARES TR$7.0M0.02%133,501CommonSOLE
031162100AMGNAMGEN INC$7.0M0.02%24,300CALLSOLE
406216101HALHALLIBURTON CO$7.0M0.02%192,400PUTSOLE
09062X103BIIBBIOGEN INC$6.9M0.02%26,800PUTSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.8M0.02%31,700CALLSOLE
56585A102MPCMARATHON PETE CORP$6.8M0.02%45,800CALLSOLE
02079K305GOOGLALPHABET INC$6.8M0.02%48,543CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$6.7M0.02%7,500,000CommonSOLE
075887109BDXBECTON DICKINSON & CO$6.6M0.02%27,100CALLSOLE
016255101ALGNALIGN TECHNOLOGY INC$6.6M0.02%24,100PUTSOLE
369550108GDGENERAL DYNAMICS CORP$6.5M0.02%25,200CALLSOLE
88579Y101MMM3M CO$6.5M0.02%59,800PUTSOLE
607525AB8MODEL N INC$6.5M0.02%6,065,000CommonSOLE
64110L106NFLXNETFLIX INC$6.5M0.02%13,395CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6.5M0.02%69,300CALLSOLE
42809H107HESHESS CORP$6.5M0.02%45,200PUTSOLE
778296103ROSTROSS STORES INC$6.5M0.02%47,000CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.5M0.02%143,400PUTSOLE
452308109ITWILLINOIS TOOL WKS INC$6.4M0.02%24,600PUTSOLE
49177J102KVUEKENVUE INC$6.4M0.02%297,758CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$6.4M0.02%130,200PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$6.4M0.02%42,100PUTSOLE
595112103MUMICRON TECHNOLOGY INC$6.4M0.02%74,491CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.3M0.02%18,800CALLSOLE
253868103DLRDIGITAL RLTY TR INC$6.3M0.02%47,100PUTSOLE
816851109SRESEMPRA$6.3M0.02%84,800PUTSOLE
337738108FISVFISERV INC$6.3M0.02%47,700CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.3M0.02%54,200PUTSOLE
64157FAC7NEVRO CORP$6.3M0.02%6,667,000CommonSOLE
549498103CCIVGBPLUCID GROUP INC$6.3M0.02%1,500,000PUTSOLE
655844108NSCNORFOLK SOUTHN CORP$6.3M0.02%26,600PUTSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$6.3M0.02%51,000PUTSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.2M0.02%137,800CALLSOLE
753422AD6RAPID7 INC$6.2M0.02%5,650,000CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6.2M0.02%11,400PUTSOLE
571748102MRSHMARSH & MCLENNAN COS INC$6.2M0.02%32,800PUTSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$6.2M0.02%7,500,000CommonSOLE
437076102HDHOME DEPOT INC$6.2M0.02%17,784CommonSOLE
717081103PFEPFIZER INC$6.1M0.02%212,123CommonSOLE
H1467J104CBCHUBB LIMITED$6.1M0.02%27,000CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$6.1M0.02%102,000CALLSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6.1M0.02%38,200PUTSOLE
23804L103DDOGDATADOG INC$6.1M0.02%50,000CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6.0M0.02%14,800CALLSOLE
68902V107OTISOTIS WORLDWIDE CORP$6.0M0.02%67,300PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$6.0M0.02%37,400PUTSOLE
31428X106FDXFEDEX CORP$6.0M0.02%23,700CALLSOLE
571903202MARMARRIOTT INTL INC NEW$6.0M0.02%26,500CALLSOLE
G29183103ETNEATON CORP PLC$6.0M0.02%24,800CALLSOLE
256746108DLTRDOLLAR TREE INC$5.9M0.02%41,600PUTSOLE
026874784AIGAMERICAN INTL GROUP INC$5.9M0.02%87,200PUTSOLE
30303M102METAMETA PLATFORMS INC$5.9M0.02%16,673CommonSOLE
98978V103ZTSZOETIS INC$5.9M0.02%29,900PUTSOLE
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$5.9M0.02%7,708,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$5.9M0.02%45,300CALLSOLE
020002101ALLALLSTATE CORP$5.9M0.02%41,900PUTSOLE
910873405UMCUNITED MICROELECTRONICS CORP$5.9M0.02%692,672CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$5.9M0.02%101,200CALLSOLE
09247X101BLKCHFBLACKROCK INC$5.8M0.02%7,200CALLSOLE
427866108HSYHERSHEY CO$5.8M0.02%31,300PUTSOLE
95040Q104WELLWELLTOWER INC$5.8M0.02%64,300PUTSOLE
254709108DFSEURDISCOVER FINL SVCS$5.8M0.02%51,400PUTSOLE
92189F106GDXVANECK ETF TRUST$5.8M0.02%186,305CommonSOLE
036752103ELVELEVANCE HEALTH INC$5.8M0.02%12,200CALLSOLE
127537207CDZICADIZ INC$5.7M0.02%2,050,000CommonSOLE
969457100WMBWILLIAMS COS INC$5.7M0.02%164,600PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.7M0.02%1,600PUTSOLE
464287465EFAISHARES TR$5.7M0.02%75,000CALLSOLE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$5.7M0.02%5,500,000CommonSOLE
518439104ELLAUDER ESTEE COS INC$5.6M0.02%38,500CALLSOLE
44933TAB2I3 VERTICALS LLC$5.6M0.02%6,000,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.6M0.02%43,800PUTSOLE
29355A107ENPHENPHASE ENERGY INC$5.6M0.02%42,400PUTSOLE
855244109SBUXSTARBUCKS CORP$5.6M0.02%58,287CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.6M0.02%35,578CommonSOLE
009066101ABNBAIRBNB INC$5.6M0.02%40,900CALLSOLE

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.