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Alpha DNA Investment Management LLC

Q3 2024 · 13F-HR

Alpha DNA Investment Management LLCholdings as filed

Filed 2024-11-12 · accession 0001172661-24-004588

$267.1M
Reported value
193
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$46.7M17.5%81,400PUTSOLE
464287655IWMISHARES TR$37.4M14.0%169,400PUTSOLE
931142103WMTWALMART INC$4.8M1.80%59,649CommonSOLE
037833100AAPLAPPLE INC$4.8M1.80%20,643CommonSOLE
060505104BACBANK AMERICA CORP$4.5M1.70%114,363CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.5M1.67%21,147CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.4M1.64%51,965CommonSOLE
438516106HONHONEYWELL INTL INC$3.9M1.44%18,653CommonSOLE
594918104MSFTMICROSOFT CORP$3.9M1.44%8,948CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.4M0.89%19,591CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.3M0.88%52,229CommonSOLE
040413106ANETEURARISTA NETWORKS INC$2.3M0.87%6,036CommonSOLE
00287Y109ABBVABBVIE INC$2.3M0.87%11,728CommonSOLE
H1467J104CBCHUBB LIMITED$2.3M0.85%7,907CommonSOLE
882508104TXNTEXAS INSTRS INC$2.2M0.84%10,862CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.2M0.82%18,089CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.2M0.82%11,864CommonSOLE
17275R102CSCOCISCO SYS INC$2.2M0.82%41,168CommonSOLE
747525103QCOMQUALCOMM INC$2.2M0.82%12,858CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.2M0.81%20,784CommonSOLE
872540109TJXTJX COS INC NEW$2.1M0.79%18,037CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.1M0.78%4,010CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.1M0.77%11,942CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.76%17,820CommonSOLE
26875P101EOGEOG RES INC$2.0M0.74%16,185CommonSOLE
032654105ADIANALOG DEVICES INC$2.0M0.74%8,591CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.0M0.74%34,938CommonSOLE
617446448MSMORGAN STANLEY$2.0M0.73%18,831CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.72%3,300CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.9M0.70%12,439CommonSOLE
038222105AMATAPPLIED MATLS INC$1.9M0.70%9,277CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.9M0.70%7,751CommonSOLE
78464A409SPYGSPDR SER TR$1.8M0.66%21,307CommonSOLE
482480100KLACKLA CORP$1.7M0.65%2,237CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M0.63%2,945CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.60%13,679CommonSOLE
907818108UNPUNION PAC CORP$1.5M0.56%6,094CommonSOLE
49177J102KVUEKENVUE INC$1.3M0.48%55,972CommonSOLE
11135F101AVGOBROADCOM INC$1.2M0.45%6,940CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.45%18,368CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.44%3,015CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.44%3,827CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.2M0.43%12,781CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.1M0.43%6,492CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.43%27,183CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.1M0.42%15,207CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.1M0.42%3,146CommonSOLE
693506107PPGPPG INDS INC$1.1M0.41%8,344CommonSOLE
745867101PHMPULTE GROUP INC$1.1M0.40%7,511CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.40%6,614CommonSOLE
92826C839VVISA INC$1.1M0.40%3,870CommonSOLE
23331A109DHID R HORTON INC$1.0M0.39%5,451CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.0M0.38%12,697CommonSOLE
713448108PEPPEPSICO INC$1.0M0.38%5,927CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$993,3250.37%7,286CommonSOLE
20825C104COPCONOCOPHILLIPS$986,3200.37%9,369CommonSOLE
02079K305GOOGLALPHABET INC$979,8420.37%5,908CommonSOLE
166764100CVXCHEVRON CORP NEW$966,6310.36%6,564CommonSOLE
34959E109FTNTFORTINET INC$903,5350.34%11,651CommonSOLE
146869102CVNACARVANA CO$891,4430.33%5,120CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$891,1300.33%3,167CommonSOLE
G29183103ETNEATON CORP PLC$890,9100.33%2,688CommonSOLE
278642103EBAYEBAY INC.$890,3790.33%13,675CommonSOLE
25809K105DASHDOORDASH INC$889,7790.33%6,234CommonSOLE
40412C101HCAHCA HEALTHCARE INC$869,3540.33%2,139CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$865,0680.32%10,323CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$864,5720.32%2,346CommonSOLE
693718108PCARPACCAR INC$864,5350.32%8,761CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$835,5720.31%6,359CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$834,2340.31%23,077CommonSOLE
743315103PGRPROGRESSIVE CORP$822,4360.31%3,241CommonSOLE
717081103PFEPFIZER INC$819,1760.31%28,306CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$815,1770.31%3,979CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$809,1300.30%3,877CommonSOLE
032095101APHAMPHENOL CORP NEW$805,5080.30%12,362CommonSOLE
443201108HWMHOWMET AEROSPACE INC$800,0950.30%7,981CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$792,6430.30%15,891CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$790,6480.30%7,535CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$786,1680.29%13,644CommonSOLE
03831W108APPAPPLOVIN CORP$784,8660.29%6,012CommonSOLE
285512109EAELECTRONIC ARTS INC$779,3090.29%5,433CommonSOLE
122017106BURLBURLINGTON STORES INC$763,8290.29%2,899CommonSOLE
60937P106MDBMONGODB INC$763,7390.29%2,825CommonSOLE
690742101OCOWENS CORNING NEW$753,7400.28%4,270CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$749,6680.28%2,092CommonSOLE
231021106CMICUMMINS INC$747,9550.28%2,310CommonSOLE
889478103TOLTOLL BROTHERS INC$731,5100.27%4,735CommonSOLE
37045V100GMGENERAL MTRS CO$730,7130.27%16,296CommonSOLE
526057104LENLENNAR CORP$724,6100.27%3,865CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$718,7270.27%1,463CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$707,1790.26%6,322CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$662,3860.25%3,197CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$662,2820.25%630CommonSOLE
59001A102MTHMERITAGE HOMES CORP$621,1570.23%3,029CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$615,3170.23%2,115CommonSOLE
911363109URIUNITED RENTALS INC$604,0590.23%746CommonSOLE
688239201OSKOSHKOSH CORP$580,8170.22%5,796CommonSOLE
626755102MUSAMURPHY USA INC$572,7150.21%1,162CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$562,0240.21%3,260CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$552,3430.21%29,986CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$538,8580.20%9,414CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$529,7610.20%7,540CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$529,3790.20%12,314CommonSOLE
77543R102ROKUROKU INC$519,5590.19%6,959CommonSOLE
565394103CARTMAPLEBEAR INC$513,5690.19%12,606CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$511,5290.19%4,633CommonSOLE
039697107ARDXARDELYX INC$510,8040.19%74,137CommonSOLE
G8068L108SNSHARKNINJA INC$508,0010.19%4,673CommonSOLE
88033G407THCTENET HEALTHCARE CORP$506,0790.19%3,045CommonSOLE
632307104NTRANATERA INC$504,8800.19%3,977CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$504,2000.19%3,604CommonSOLE
141788109CARGCARGURUS INC$502,5830.19%16,736CommonSOLE
97650W108WTFCWINTRUST FINL CORP$502,3860.19%4,629CommonSOLE
M7S64H106MNDYMONDAY COM LTD$500,5420.19%1,802CommonSOLE
148929102CAVACAVA GROUP INC$498,2490.19%4,023CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$494,7310.19%2,552CommonSOLE
465741106ITRIITRON INC$491,5390.18%4,602CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$488,3230.18%5,257CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$479,9460.18%6,831CommonSOLE
18467V109YOUCLEAR SECURE INC$479,9000.18%14,481CommonSOLE
974155103WINGWINGSTOP INC$478,9080.18%1,151CommonSOLE
G037AX101AMBAAMBARELLA INC$478,3150.18%8,480CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$478,0810.18%16,763CommonSOLE
G87110105FTITECHNIPFMC PLC$476,7560.18%18,176CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$473,1630.18%19,376CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$472,3640.18%7,620CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$472,0600.18%15,825CommonSOLE
14167L103CDNACAREDX INC$471,5920.18%15,103CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$471,4960.18%13,119CommonSOLE
29357K103ENVAENOVA INTL INC$470,6490.18%5,617CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$467,0720.17%18,653CommonSOLE
336901103SRCE1ST SOURCE CORP$466,2850.17%7,787CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$465,1790.17%6,618CommonSOLE
922280102VRNSVARONIS SYS INC$465,0520.17%8,231CommonSOLE
56585A102MPCMARATHON PETE CORP$463,6420.17%2,846CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$463,5400.17%10,016CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$462,0990.17%27,989CommonSOLE
74727A104QCRHQCR HOLDINGS INC$455,1370.17%6,148CommonSOLE
74319R101PRGPROG HOLDINGS INC$452,7030.17%9,336CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$450,0330.17%2,460CommonSOLE
47074L105JAMFJAMF HLDG CORP$448,6530.17%25,859CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$447,6250.17%58,898CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$447,3600.17%17,407CommonSOLE
453204109PIIMPINJ INC$446,8970.17%2,064CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$446,1780.17%2,839CommonSOLE
346375108FORMFORMFACTOR INC$445,4640.17%9,684CommonSOLE
30041R108EVEREVERQUOTE INC$445,1670.17%21,108CommonSOLE
679295105OKTAOKTA INC$444,7020.17%5,982CommonSOLE
58450V104MAXMEDIAALPHA INC$444,4920.17%24,544CommonSOLE
683344105ONTOONTO INNOVATION INC$443,5550.17%2,137CommonSOLE
06652K103BKUBANKUNITED INC$442,9650.17%12,156CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$440,9780.17%10,803CommonSOLE
22207T101BASECOUCHBASE INC$440,1730.16%27,306CommonSOLE
436893200HOMBHOME BANCSHARES INC$439,3460.16%16,218CommonSOLE
942622200WSOWATSCO INC$438,7570.16%892CommonSOLE
00508Y102AYIACUITY BRANDS INC$436,2180.16%1,584CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$434,4160.16%10,236CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$432,0640.16%2,752CommonSOLE
48666K109KBHKB HOME$431,7060.16%5,038CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$430,0010.16%3,732CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$424,4940.16%2,332CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$423,5210.16%7,130CommonSOLE
M20791105CAMTCAMTEK LTD$418,7330.16%5,244CommonSOLE
172755100CRUSCIRRUS LOGIC INC$411,7560.15%3,315CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$411,4900.15%12,843CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$411,3210.15%13,213CommonSOLE
52603A208LCLENDINGCLUB CORP$411,1370.15%35,970CommonSOLE
781154109RBRKRUBRIK INC.$410,6840.15%12,774CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$410,6560.15%28,185CommonSOLE
576485205MTDRMATADOR RES CO$410,2850.15%8,302CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$409,0790.15%23,853CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$408,5450.15%66,865CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$408,0970.15%10,994CommonSOLE
904311206UAUNDER ARMOUR INC$407,4500.15%48,738CommonSOLE
032724106ANABANAPTYSBIO INC$407,3610.15%12,160CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$406,3040.15%16,104CommonSOLE
384802104GWWGRAINGER W W INC$406,1750.15%391CommonSOLE
30257X104FBKFB FINL CORP$405,6630.15%8,644CommonSOLE
68373M107OPRAOPERA LTD$403,7860.15%26,135CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$402,8010.15%7,858CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$399,1490.15%8,389CommonSOLE
64828T201RITMRITHM CAPITAL CORP$393,8900.15%34,704CommonSOLE
006739106ADUSADDUS HOMECARE CORP$392,3050.15%2,949CommonSOLE
G6674U108NVCRNOVOCURE LTD$389,9680.15%24,950CommonSOLE
718546104PSXPHILLIPS 66$379,7590.14%2,889CommonSOLE
749607107RLIRLI CORP$377,0670.14%2,433CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$345,5170.13%1,403CommonSOLE
532457108LLYELI LILLY & CO$285,2730.11%322CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$254,0200.10%1,085CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$249,6160.09%270CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$160,6530.06%280CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$103,2930.04%2,300CALLSOLE
464287655IWMISHARES TR$66,2670.02%300CALLSOLE

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.