MondegarAI
HARVEST MANAGEMENT LLC

Q4 2024 · 13F-HR

HARVEST MANAGEMENT LLCholdings as filed

Filed 2025-02-14 · accession 0001172661-25-000904

$207.1M
Reported value
54
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29109X106AZPN1USDASPEN TECHNOLOGY INC$29.7M14.4%119,100CommonSHARED
48203R104JNPJUNIPER NETWORKS INC$18.8M9.07%501,900CommonSHARED
418100103HCP2EURHASHICORP INC$18.0M8.70%526,800CommonSHARED
83200N103SMARGBPSMARTSHEET INC$16.0M7.72%285,300CommonSHARED
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$15.1M7.31%444,500CommonSHARED
42809H107HESHESS CORP$12.5M6.05%94,207CommonSHARED
487836108KKELLANOVA$10.5M5.08%130,000CommonSHARED
48203R104JNPJUNIPER NETWORKS INC$9.4M4.52%250,000PUTSHARED
03940R107ARCH1USDARCH RESOURCES INC$7.9M3.82%56,088CommonSHARED
03662Q105AKXANSYS INC$7.2M3.45%21,200CommonSHARED
690045109REVELYST INC$5.9M2.84%306,000CommonSHARED
067806109BUSDBARNES GROUP INC$5.7M2.74%120,000CommonSHARED
86614U1007SUSUMMIT MATLS INC$5.6M2.69%110,000CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$4.1M1.96%23,441CommonSHARED
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$3.8M1.86%175,000CommonSHARED
703395103PDCOEURPATTERSON COS INC$2.9M1.42%95,000CommonSHARED
08579W103BERYEURBERRY GLOBAL GROUP INC$2.9M1.40%45,000CommonSHARED
013091103ACIALBERTSONS COS INC$2.8M1.33%140,700CommonSHARED
98983V106ZUOUSDZUORA INC$2.6M1.26%262,619CommonSHARED
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$2.4M1.17%140,000CommonSHARED
G27358103DESP1EURDESPEGAR COM CORP$1.8M0.88%95,000CommonSHARED
60938K304MONEYLION INC$1.8M0.87%21,000CommonSHARED
G0508H110ALTMEURARCADIUM LITHIUM PLC$1.6M0.79%320,000CommonSHARED
023436108AMEDAMEDISYS INC$1.5M0.75%17,000PUTSHARED
021369103ALTREURALTAIR ENGR INC$1.4M0.66%12,500CommonSHARED
35909D109FYBRFRONTIER COMMUNICATIONS PARE$1.3M0.62%37,300CommonSHARED
023436108AMEDAMEDISYS INC$1.1M0.53%12,171CommonSHARED
097023105BABOEING CO$885,0000.43%5,000PUTSHARED
69526K105PTVEUSDPACTIV EVERGREEN INC$873,5000.42%50,000CommonSHARED
018522300AEBAALLETE INC$822,5710.40%12,694CommonSHARED
73730P108PSTXUSDPOSEIDA THERAPEUTICS INC$768,0000.37%80,000CommonSHARED
806407102HSICHENRY SCHEIN INC$692,0000.33%10,000CommonSHARED
806407102HSICHENRY SCHEIN INC$692,0000.33%10,000PUTSHARED
513272104LWLAMB WESTON HLDGS INC$668,3000.32%10,000PUTSHARED
05368M106PPHMEURAVID BIOSERVICES INC$617,5000.30%50,000CommonSHARED
753422104RPDRAPID7 INC$603,4500.29%15,000CommonSHARED
753422104RPDRAPID7 INC$603,4500.29%15,000PUTSHARED
29260Y1090C3ENDEAVOR GROUP HLDGS INC$547,5750.26%17,500CommonSHARED
23282W605CYTKCYTOKINETICS INC$526,8480.25%11,200CommonSHARED
577096100MTTR*MATTERPORT INC$454,0920.22%95,800PUTSHARED
69526K105PTVEUSDPACTIV EVERGREEN INC$436,7500.21%25,000PUTSHARED
577096100MTTR*MATTERPORT INC$426,6000.21%90,000CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$396,1620.19%3,900CommonSHARED
67066G104NVDANVIDIA CORPORATION$331,6960.16%2,470CommonSHARED
02079K107GOOGALPHABET INC$316,1300.15%1,660CommonSHARED
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$313,2000.15%30,000CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$304,7400.15%3,000PUTSHARED
G0250X107AMCRAMCOR PLC$282,3000.14%30,000PUTSHARED
58600110975ZSOHO HOUSE & CO INC$275,6500.13%37,000PUTSHARED
72814N104AGSPLAYAGS INC$262,8840.13%22,800CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$239,0500.12%5,000CommonSHARED
30226D106EXTREXTREME NETWORKS$167,4000.08%10,000PUTSHARED
58600110975ZSOHO HOUSE & CO INC$149,0000.07%20,000CommonSHARED
550241103LUMNLUMEN TECHNOLOGIES INC$66,5870.03%12,540CommonSHARED

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.