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Walleye Capital LLC

Q1 2025 · 13F-HR

Walleye Capital LLCholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001881

$22.16B
Reported value
4,157
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 4157

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$664.8M3.00%1,417,700PUTSOLE
67066G104NVDANVIDIA CORPORATION$541.4M2.44%4,994,973CommonSOLE
67066G104NVDANVIDIA CORPORATION$451.4M2.04%4,164,800PUTSOLE
464288513HYGISHARES TR$380.7M1.72%4,825,600PUTSOLE
464288513HYGISHARES TR$345.3M1.56%4,377,200CALLSOLE
464287432TLTISHARES TR$343.9M1.55%3,778,200CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$329.8M1.49%589,500CALLSOLE
023135106AMZNAMAZON COM INC$298.7M1.35%1,569,865CommonSOLE
88160R101TSLATESLA INC$276.1M1.25%1,065,434CommonSOLE
30303M102METAMETA PLATFORMS INC$262.9M1.19%456,100PUTSOLE
30303M102METAMETA PLATFORMS INC$258.0M1.16%447,600CALLSOLE
037833100AAPLAPPLE INC$202.2M0.91%910,300PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$191.0M0.86%341,500PUTSOLE
64110L106NFLXNETFLIX INC$183.6M0.83%196,900PUTSOLE
037833100AAPLAPPLE INC$183.3M0.83%825,042CommonSOLE
46090E103QQQINVESCO QQQ TR$180.7M0.82%385,300CALLSOLE
88160R101TSLATESLA INC$157.0M0.71%605,700PUTSOLE
464287242LQDISHARES TR$138.3M0.62%1,272,000PUTSOLE
464287432TLTISHARES TR$129.2M0.58%1,418,900PUTSOLE
11135F101AVGOBROADCOM INC$123.9M0.56%739,900PUTSOLE
67066G104NVDANVIDIA CORPORATION$118.4M0.53%1,092,900CALLSOLE
345370CZ1F 0 03/15/26FORD MTR CO$116.5M0.53%118,699,000CommonSOLE
023135106AMZNAMAZON COM INC$113.0M0.51%593,900PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$111.1M0.50%1,524,200PUTSOLE
594918104MSFTMICROSOFT CORP$104.2M0.47%277,700PUTSOLE
464287655IWMISHARES TR$101.1M0.46%506,700CALLSOLE
64110L106NFLXNETFLIX INC$98.6M0.45%105,735CommonSOLE
060505104BACBANK AMERICA CORP$98.0M0.44%2,348,229CommonSOLE
88160R101TSLATESLA INC$96.8M0.44%373,600CALLSOLE
023135106AMZNAMAZON COM INC$95.4M0.43%501,500CALLSOLE
594918104MSFTMICROSOFT CORP$93.0M0.42%247,800CALLSOLE
68389X105ORCLORACLE CORP$92.4M0.42%661,200PUTSOLE
30303M102METAMETA PLATFORMS INC$85.1M0.38%147,589CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$83.1M0.38%83,112,000CommonSOLE
464287655IWMISHARES TR$83.0M0.37%416,200PUTSOLE
595112103MUMICRON TECHNOLOGY INC$82.5M0.37%949,700PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$80.5M0.36%1,631,076CommonSOLE
64110L106NFLXNETFLIX INC$75.3M0.34%80,800CALLSOLE
02079K305GOOGLALPHABET INC$70.9M0.32%458,300PUTSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$66.9M0.30%68,336,000CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$66.0M0.30%836,400PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$65.9M0.30%841,336CommonSOLE
437076102HDHOME DEPOT INC$63.6M0.29%173,488CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$62.8M0.28%66,400PUTSOLE
12503M108CBOECBOE GLOBAL MKTS INC$61.1M0.28%269,874CommonSOLE
464287242LQDISHARES TR$59.6M0.27%548,300CALLSOLE
025816109AXPAMERICAN EXPRESS CO$59.4M0.27%220,600PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$58.1M0.26%236,900PUTSOLE
460146103IPINTERNATIONAL PAPER CO$57.9M0.26%1,086,219CommonSOLE
931142103WMTWALMART INC$57.9M0.26%659,344CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$57.1M0.26%343,812CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$54.8M0.25%54,741,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$54.3M0.25%1,160,000PUTSOLE
631103108NDAQNASDAQ INC$52.9M0.24%697,512CommonSOLE
285512109EAELECTRONIC ARTS INC$51.8M0.23%358,409CommonSOLE
654106103NKENIKE INC$51.6M0.23%812,855CommonSOLE
92189F676SMHVANECK ETF TRUST$51.6M0.23%244,000PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$49.4M0.22%585,400PUTSOLE
949746101WMT2WELLS FARGO CO NEW$49.1M0.22%683,900PUTSOLE
58733R102MELIMERCADOLIBRE INC$48.1M0.22%24,654CommonSOLE
617446448MSMORGAN STANLEY$47.9M0.22%410,400PUTSOLE
857477103STTSTATE STR CORP$47.6M0.21%531,796CommonSOLE
097023105BABOEING CO$47.6M0.21%279,071CommonSOLE
747525103QCOMQUALCOMM INC$47.3M0.21%308,000PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$47.2M0.21%85,800PUTSOLE
902973304USBUS BANCORP DEL$46.1M0.21%1,092,362CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$45.6M0.21%31,859CommonSOLE
608190104MHKMOHAWK INDS INC$43.7M0.20%382,830CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$43.7M0.20%79,992CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$43.7M0.20%9,483CommonSOLE
464287242LQDISHARES TR$43.5M0.20%400,000CommonSOLE
02079K305GOOGLALPHABET INC$42.9M0.19%277,669CommonSOLE
67059N108NTNXNUTANIX INC$42.4M0.19%606,900PUTSOLE
G7S00T104PNRPENTAIR PLC$39.9M0.18%456,195CommonSOLE
88579Y101MMM3M CO$39.7M0.18%270,628CommonSOLE
02005N100ALLYALLY FINL INC$39.5M0.18%1,082,427CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$39.1M0.18%1,252,112CommonSOLE
17275R102CSCOCISCO SYS INC$39.0M0.18%632,700CALLSOLE
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$38.6M0.17%41,238,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$38.6M0.17%70,400CALLSOLE
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$38.5M0.17%39,010,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$37.6M0.17%132,913CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$37.5M0.17%245,781CommonSOLE
747525103QCOMQUALCOMM INC$37.4M0.17%243,797CommonSOLE
68389X105ORCLORACLE CORP$37.4M0.17%267,300CALLSOLE
166764100CVXCHEVRON CORP NEW$37.3M0.17%222,700CALLSOLE
02079K107GOOGALPHABET INC$36.4M0.16%233,000PUTSOLE
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$36.1M0.16%35,643,000CommonSOLE
79466L302CRMSALESFORCE INC$35.7M0.16%133,200PUTSOLE
872590104TMUST-MOBILE US INC$35.6M0.16%133,657CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$35.6M0.16%714,900PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$35.5M0.16%352,214CommonSOLE
254687106DISDISNEY WALT CO$35.3M0.16%357,500CALLSOLE
30231G102XOMEXXON MOBIL CORP$35.0M0.16%294,500CALLSOLE
G3198U102ESNTESSENT GROUP LTD$34.9M0.16%604,610CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$34.6M0.16%160,052CommonSOLE
59001A102MTHMERITAGE HOMES CORP$34.5M0.16%486,520CommonSOLE
74935Q107RBARB GLOBAL INC$34.5M0.16%343,631CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$34.3M0.15%262,788CommonSOLE
565394103CARTMAPLEBEAR INC$34.0M0.15%853,222CommonSOLE
256677105DGDOLLAR GEN CORP NEW$33.3M0.15%378,374CommonSOLE
037833100AAPLAPPLE INC$32.6M0.15%146,700CALLSOLE
02079K107GOOGALPHABET INC$32.5M0.15%207,732CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$32.4M0.15%187,740CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$32.4M0.15%413,300PUTSOLE
11135F101AVGOBROADCOM INC$32.2M0.15%192,200CALLSOLE
78463V107GLDSPDR GOLD TR$31.9M0.14%110,700PUTSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$31.7M0.14%93,813CommonSOLE
595112103MUMICRON TECHNOLOGY INC$31.4M0.14%361,131CommonSOLE
09260D107BXBLACKSTONE INC$30.4M0.14%217,800PUTSOLE
79466L302CRMSALESFORCE INC$30.3M0.14%113,000CALLSOLE
74967X103RHRH$29.9M0.13%127,600PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$29.7M0.13%217,205CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$29.7M0.13%833,852CommonSOLE
48251W104KKRKKR & CO INC$29.5M0.13%254,778CommonSOLE
872590104TMUST-MOBILE US INC$29.3M0.13%109,800PUTSOLE
872540109TJXTJX COS INC NEW$29.0M0.13%237,805CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$28.9M0.13%30,500,000CommonSOLE
02079K305GOOGLALPHABET INC$28.8M0.13%186,100CALLSOLE
92189F676SMHVANECK ETF TRUST$28.7M0.13%135,900CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$28.4M0.13%138,400PUTSOLE
929160109VMCVULCAN MATLS CO$28.4M0.13%121,802CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$28.3M0.13%26,104,000CommonSOLE
002824100ABTABBOTT LABS$28.0M0.13%211,293CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$27.9M0.13%403,400PUTSOLE
097023105BABOEING CO$27.8M0.13%163,200PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$27.8M0.13%49,639CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$27.7M0.13%113,100CALLSOLE
235851102DHRDANAHER CORPORATION$27.7M0.13%135,285CommonSOLE
958102105WDCWESTERN DIGITAL CORP$27.5M0.12%679,609CommonSOLE
254687106DISDISNEY WALT CO$27.4M0.12%277,700PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$27.3M0.12%265,600PUTSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$26.7M0.12%879,726CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$26.7M0.12%612,878CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$26.5M0.12%48,227CommonSOLE
512807306LRCXLAM RESEARCH CORP$26.4M0.12%363,347CommonSOLE
G25508105CRHCRH PLC$26.4M0.12%299,781CommonSOLE
00214Q104ARKKARK ETF TR$26.2M0.12%551,500PUTSOLE
379577208GMEDGLOBUS MED INC$26.2M0.12%357,521CommonSOLE
437076102HDHOME DEPOT INC$26.2M0.12%71,400CALLSOLE
617446448MSMORGAN STANLEY$26.1M0.12%224,000CALLSOLE
550021109LULULULULEMON ATHLETICA INC$26.1M0.12%92,300PUTSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$26.0M0.12%209,800CALLSOLE
00214Q104ARKKARK ETF TR$25.9M0.12%543,800CALLSOLE
860630102SFSTIFEL FINL CORP$25.9M0.12%274,366CommonSOLE
046353108AZNNASTRAZENECA PLC$25.8M0.12%351,544CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$25.6M0.12%25,500,000CommonSOLE
889478103TOLTOLL BROTHERS INC$25.6M0.12%242,633CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$25.6M0.12%324,900CALLSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$25.5M0.12%24,100,000CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$25.4M0.11%897,429CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$25.1M0.11%245,075CommonSOLE
00287Y109ABBVABBVIE INC$24.6M0.11%117,563CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$24.5M0.11%626,047CommonSOLE
075887109BDXBECTON DICKINSON & CO$24.3M0.11%106,115CommonSOLE
59156R108METMETLIFE INC$24.2M0.11%300,900PUTSOLE
92826C839VVISA INC$24.0M0.11%68,500CALLSOLE
364760108GAPGAP INC$23.7M0.11%1,150,330CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$23.7M0.11%23,500,000CommonSOLE
852234103XYZBLOCK INC$23.5M0.11%433,458CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$23.5M0.11%475,200CALLSOLE
G8267P108SWSMURFIT WESTROCK PLC$23.2M0.10%515,758CommonSOLE
254687106DISDISNEY WALT CO$23.2M0.10%234,987CommonSOLE
90384S303ULTAULTA BEAUTY INC$23.1M0.10%62,929CommonSOLE
654106103NKENIKE INC$22.9M0.10%361,100PUTSOLE
338307AF8FIVN 1 03/15/29FIVE9 INC$22.9M0.10%26,750,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$22.6M0.10%112,100PUTSOLE
31428X106FDXFEDEX CORP$22.6M0.10%92,700PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.6M0.10%42,400CALLSOLE
701094104PHPARKER-HANNIFIN CORP$22.6M0.10%37,120CommonSOLE
00922RAD7AIR TRANS SVCS GROUP INC$22.5M0.10%22,500,000CommonSOLE
369604301GEGE AEROSPACE$22.3M0.10%111,200CALLSOLE
G0750C108AXTAAXALTA COATING SYS LTD$22.1M0.10%667,682CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$22.0M0.10%304,500PUTSOLE
31428X106FDXFEDEX CORP$21.9M0.10%89,949CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$21.9M0.10%128,400CALLSOLE
92189F106GDXVANECK ETF TRUST$21.8M0.10%473,900PUTSOLE
876030107TPRTAPESTRY INC$21.6M0.10%306,748CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.6M0.10%86,700CALLSOLE
17275R102CSCOCISCO SYS INC$21.5M0.10%348,300PUTSOLE
00287Y109ABBVABBVIE INC$21.3M0.10%101,700CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$21.2M0.10%160,200CALLSOLE
866082AA8INN 1.5 02/15/26SUMMIT HOTEL PPTYS$21.1M0.10%22,000,000CommonSOLE
20825C104COPCONOCOPHILLIPS$20.9M0.09%199,300CALLSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$20.9M0.09%110,000PUTSOLE
040413205ANETARISTA NETWORKS INC$20.9M0.09%269,800PUTSOLE
375558103GILDGILEAD SCIENCES INC$20.8M0.09%185,700CALLSOLE
882508104TXNTEXAS INSTRS INC$20.8M0.09%115,700CALLSOLE
038222105AMATAPPLIED MATLS INC$20.8M0.09%143,063CommonSOLE
410345102HN9HANESBRANDS INC$20.7M0.09%3,588,207CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$20.7M0.09%121,300PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$20.6M0.09%200,400CALLSOLE
742718109PGPROCTER AND GAMBLE CO$20.6M0.09%120,700CALLSOLE
833445109SNOWSNOWFLAKE INC$20.6M0.09%140,660CommonSOLE
G39108108GTESGATES INDL CORP PLC$20.5M0.09%1,115,657CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$20.5M0.09%183,484CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.5M0.09%39,056CommonSOLE
461202103INTUINTUIT$20.3M0.09%33,085CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$20.3M0.09%242,066CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$20.2M0.09%17,500,000CommonSOLE
74736K101QRVOQORVO INC$20.2M0.09%279,188CommonSOLE
166764100CVXCHEVRON CORP NEW$20.2M0.09%120,700PUTSOLE
949746101WMT2WELLS FARGO CO NEW$20.0M0.09%279,055CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.0M0.09%120,700CALLSOLE
11135F101AVGOBROADCOM INC$19.9M0.09%118,938CommonSOLE
256677105DGDOLLAR GEN CORP NEW$19.9M0.09%226,400CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$19.9M0.09%95,857CommonSOLE
35137L105FOXAFOX CORP$19.8M0.09%350,000CommonSOLE
07725L102ONCBEIGENE LTD$19.8M0.09%72,747CommonSOLE
717081103PFEPFIZER INC$19.8M0.09%781,100PUTSOLE
21874C102CNMCORE & MAIN INC$19.8M0.09%409,532CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$19.7M0.09%985,129CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$19.7M0.09%323,400CALLSOLE
72352L106PINSPINTEREST INC$19.5M0.09%629,705CommonSOLE
049468101TEAMATLASSIAN CORPORATION$19.2M0.09%90,577CommonSOLE
227046109CROXCROCS INC$19.1M0.09%180,231CommonSOLE
58933Y105MRKMERCK & CO INC$19.1M0.09%213,138CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$19.0M0.09%143,500PUTSOLE
654106103NKENIKE INC$19.0M0.09%298,600CALLSOLE
G7997W102SDRLSEADRILL LTD$18.8M0.09%753,841CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18.7M0.08%221,990CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$18.7M0.08%53,100PUTSOLE
260557103DOWDOW INC$18.6M0.08%533,700CALLSOLE
595112103MUMICRON TECHNOLOGY INC$18.6M0.08%214,300CALLSOLE
025816109AXPAMERICAN EXPRESS CO$18.3M0.08%68,046CommonSOLE
00724F101ADBEADOBE INC$18.3M0.08%47,700CALLSOLE
438516106HONHONEYWELL INTL INC$18.2M0.08%86,000CALLSOLE
03027X100AMTAMERICAN TOWER CORP NEW$18.2M0.08%83,646CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$18.1M0.08%33,100PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$18.1M0.08%365,700PUTSOLE
907818108UNPUNION PAC CORP$18.0M0.08%76,262CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$18.0M0.08%108,500PUTSOLE
136375102CNICANADIAN NATL RY CO$17.9M0.08%183,216CommonSOLE
806857108SLBSCHLUMBERGER LTD$17.8M0.08%425,400CALLSOLE
224408104CRCRANE COMPANY$17.8M0.08%116,055CommonSOLE
78442P106SLMSLM CORP$17.8M0.08%605,190CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$17.6M0.08%182,100CALLSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$17.5M0.08%52,023CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$17.4M0.08%96,206CommonSOLE
532457108LLYELI LILLY & CO$17.4M0.08%21,100PUTSOLE
949746101WMT2WELLS FARGO CO NEW$17.4M0.08%242,100CALLSOLE
852234103XYZBLOCK INC$17.4M0.08%319,800PUTSOLE
216648501COOCOOPER COS INC$17.4M0.08%205,876CommonSOLE
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$17.4M0.08%16,000,000CommonSOLE
78463V107GLDSPDR GOLD TR$17.3M0.08%60,000CALLSOLE
20825C104COPCONOCOPHILLIPS$17.3M0.08%164,500PUTSOLE
983793100XPOXPO INC$17.3M0.08%160,360CommonSOLE
369604301GEGE AEROSPACE$17.2M0.08%85,900PUTSOLE
252131107DXCMDEXCOM INC$17.2M0.08%251,472CommonSOLE
34959E109FTNTFORTINET INC$17.1M0.08%178,000CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$17.1M0.08%169,700PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$17.0M0.08%32,500CALLSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$17.0M0.08%77,320CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$16.9M0.08%16,500,000CommonSOLE
N07059210ASMLASML HOLDING N V$16.8M0.08%25,400PUTSOLE
032654105ADIANALOG DEVICES INC$16.7M0.08%83,037CommonSOLE
070830104BBWIBATH & BODY WORKS INC$16.7M0.08%551,717CommonSOLE
855244109SBUXSTARBUCKS CORP$16.7M0.08%170,500CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$16.7M0.08%255,500PUTSOLE
260003108DOVDOVER CORP$16.7M0.08%94,894CommonSOLE
806857108SLBSCHLUMBERGER LTD$16.6M0.07%396,500PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$16.5M0.07%33,313CommonSOLE
038222105AMATAPPLIED MATLS INC$16.5M0.07%113,600PUTSOLE
722304102PDDPDD HOLDINGS INC$16.5M0.07%139,100PUTSOLE
36828A101GEVGE VERNOVA INC$16.5M0.07%53,911CommonSOLE
191216100KOCOCA COLA CO$16.3M0.07%227,300CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16.2M0.07%191,900CALLSOLE
693506107PPGPPG INDS INC$16.2M0.07%147,748CommonSOLE
00724F101ADBEADOBE INC$16.1M0.07%42,100PUTSOLE
438516106HONHONEYWELL INTL INC$16.1M0.07%75,891CommonSOLE
82509L107SHOPSHOPIFY INC$16.0M0.07%167,700CALLSOLE
594918104MSFTMICROSOFT CORP$16.0M0.07%42,654CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$16.0M0.07%43,319CommonSOLE
02079K107GOOGALPHABET INC$15.9M0.07%101,800CALLSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$15.9M0.07%16,464,000CommonSOLE
002824100ABTABBOTT LABS$15.9M0.07%119,600CALLSOLE
670100205NVONOVO-NORDISK A S$15.5M0.07%223,500CALLSOLE
526057104LENLENNAR CORP$15.5M0.07%134,730CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15.4M0.07%307,300CALLSOLE
88033G407THCTENET HEALTHCARE CORP$15.4M0.07%114,462CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$15.2M0.07%83,000CALLSOLE
81141R100SESEA LTD$15.2M0.07%116,400CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.2M0.07%334,700CALLSOLE
40416EAF0HCI 4.75 06/01/42HCI GROUP INC$15.1M0.07%8,100,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15.1M0.07%300,100PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$15.0M0.07%160,100PUTSOLE
518439104ELLAUDER ESTEE COS INC$14.9M0.07%226,400PUTSOLE
62914V106NIONIO INC$14.9M0.07%3,903,300PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.9M0.07%27,900PUTSOLE
446150104HBANHUNTINGTON BANCSHARES INC$14.7M0.07%980,623CommonSOLE
713448108PEPPEPSICO INC$14.5M0.07%96,900CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$14.5M0.07%320,000PUTSOLE
530307305LBRDKLIBERTY BROADBAND CORP$14.4M0.06%168,885CommonSOLE
64110D104NTAPNETAPP INC$14.4M0.06%163,469CommonSOLE
438516106HONHONEYWELL INTL INC$14.3M0.06%67,500PUTSOLE
30231G102XOMEXXON MOBIL CORP$14.2M0.06%119,500PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$14.2M0.06%129,100PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$14.2M0.06%1,140,200PUTSOLE
717081103PFEPFIZER INC$14.1M0.06%557,400CALLSOLE
172967424CCITIGROUP INC$14.1M0.06%198,500PUTSOLE
M98068105WIXWIX COM LTD$14.1M0.06%86,021CommonSOLE
98954M200ZZILLOW GROUP INC$14.0M0.06%204,872CommonSOLE
58933Y105MRKMERCK & CO INC$14.0M0.06%156,400CALLSOLE
617446448MSMORGAN STANLEY$14.0M0.06%120,036CommonSOLE
126650100CVSCVS HEALTH CORP$14.0M0.06%206,100PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13.9M0.06%67,600CALLSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$13.9M0.06%33,055CommonSOLE
00287Y109ABBVABBVIE INC$13.8M0.06%66,100PUTSOLE
751212101RLRALPH LAUREN CORP$13.8M0.06%62,652CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$13.8M0.06%751,296CommonSOLE
437076102HDHOME DEPOT INC$13.8M0.06%37,600PUTSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$13.7M0.06%228,870CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$13.7M0.06%38,800CALLSOLE
718172109PMPHILIP MORRIS INTL INC$13.7M0.06%86,178CommonSOLE
918204108VFCV F CORP$13.5M0.06%870,003CommonSOLE
81762P102NOWSERVICENOW INC$13.5M0.06%16,900PUTSOLE
315616102FFIVF5 INC$13.4M0.06%50,250CommonSOLE
260557103DOWDOW INC$13.3M0.06%381,400PUTSOLE
75513E101RTXRTX CORPORATION$13.3M0.06%100,500CALLSOLE
670100205NVONOVO-NORDISK A S$13.3M0.06%190,954CommonSOLE
60937P106MDBMONGODB INC$13.2M0.06%75,503CommonSOLE
125523100CITHE CIGNA GROUP$13.2M0.06%40,200PUTSOLE
056752108BIDUBAIDU INC$13.2M0.06%143,000CALLSOLE
882508104TXNTEXAS INSTRS INC$13.1M0.06%73,100PUTSOLE
036752103ELVELEVANCE HEALTH INC$13.1M0.06%30,200PUTSOLE
M7516K103NVMINOVA LTD$13.1M0.06%71,246CommonSOLE
549498103CCIVGBPLUCID GROUP INC$13.1M0.06%5,423,900PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$13.1M0.06%212,893CommonSOLE
25754A201DPZDOMINOS PIZZA INC$13.1M0.06%28,486CommonSOLE
126650100CVSCVS HEALTH CORP$13.0M0.06%192,100CALLSOLE
745867101PHMPULTE GROUP INC$13.0M0.06%126,428CommonSOLE
03831W108APPAPPLOVIN CORP$12.9M0.06%48,852CommonSOLE
008073108AVAVAEROVIRONMENT INC$12.9M0.06%108,542CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$12.9M0.06%681,807CommonSOLE
79466L302CRMSALESFORCE INC$12.9M0.06%48,083CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.9M0.06%81,200CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$12.9M0.06%116,900CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$12.8M0.06%61,800PUTSOLE
722304102PDDPDD HOLDINGS INC$12.7M0.06%107,700CALLSOLE
92839U206VCVISTEON CORP$12.7M0.06%164,102CommonSOLE
574795100MASIMASIMO CORP$12.7M0.06%76,370CommonSOLE
05478C105AZEKAZEK CO INC$12.7M0.06%258,746CommonSOLE
060505104BACBANK AMERICA CORP$12.6M0.06%302,500CALLSOLE
833445109SNOWSNOWFLAKE INC$12.6M0.06%86,300CALLSOLE
670100205NVONOVO-NORDISK A S$12.6M0.06%181,300PUTSOLE
82509L107SHOPSHOPIFY INC$12.6M0.06%131,586CommonSOLE
931142103WMTWALMART INC$12.5M0.06%142,700CALLSOLE
G0403H108AONAON PLC$12.5M0.06%31,300CALLSOLE
025816109AXPAMERICAN EXPRESS CO$12.4M0.06%46,200CALLSOLE
65249B109NWSANEWS CORP NEW$12.4M0.06%455,199CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$12.4M0.06%135,895CommonSOLE
781154109RBRKRUBRIK INC.$12.3M0.06%201,972CommonSOLE
94106L109WMWASTE MGMT INC DEL$12.3M0.06%53,123CommonSOLE
05352A100AVTRAVANTOR INC$12.3M0.06%758,679CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$12.3M0.06%489,300CommonSOLE
55616P104MMACYS INC$12.3M0.06%978,783CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$12.2M0.06%12,500,000CommonSOLE
02319V103ABEVAMBEV SA$12.2M0.06%5,242,702CommonSOLE
009066101ABNBAIRBNB INC$12.2M0.06%102,200PUTSOLE
244199105DEDEERE & CO$12.2M0.06%26,000CALLSOLE
855244109SBUXSTARBUCKS CORP$12.2M0.05%124,000PUTSOLE
771049103RBLXROBLOX CORP$12.2M0.05%208,500CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.1M0.05%48,800PUTSOLE
88579Y101MMM3M CO$12.1M0.05%82,400PUTSOLE
37045V100GMGENERAL MTRS CO$12.1M0.05%256,978CommonSOLE
02081G201ATECALPHATEC HLDGS INC$12.1M0.05%1,189,466CommonSOLE
060505104BACBANK AMERICA CORP$12.1M0.05%288,900PUTSOLE
171779309CIENCIENA CORP$12.0M0.05%199,296CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$12.0M0.05%317,700PUTSOLE
98980G102ZSZSCALER INC$12.0M0.05%60,600PUTSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$12.0M0.05%24,095CommonSOLE
747525103QCOMQUALCOMM INC$12.0M0.05%77,800CALLSOLE
056752108BIDUBAIDU INC$11.9M0.05%129,600PUTSOLE
031162100AMGNAMGEN INC$11.9M0.05%38,200CALLSOLE
48251W104KKRKKR & CO INC$11.9M0.05%102,800PUTSOLE
872540109TJXTJX COS INC NEW$11.9M0.05%97,300PUTSOLE
78464A698KRESPDR SER TR$11.8M0.05%207,823CommonSOLE
219350105GLWCORNING INC$11.8M0.05%257,766CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$11.8M0.05%224,772CommonSOLE
493267108KEYKEYCORP$11.8M0.05%734,843CommonSOLE
760759100RSGREPUBLIC SVCS INC$11.7M0.05%48,491CommonSOLE
682189105ONON SEMICONDUCTOR CORP$11.7M0.05%288,335CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$11.7M0.05%811,190CommonSOLE
92826C839VVISA INC$11.6M0.05%33,201CommonSOLE
833445109SNOWSNOWFLAKE INC$11.6M0.05%79,300PUTSOLE
683344105ONTOONTO INNOVATION INC$11.5M0.05%94,431CommonSOLE
929740108WABWABTEC$11.5M0.05%63,158CommonSOLE
713448108PEPPEPSICO INC$11.4M0.05%75,900PUTSOLE
56585A102MPCMARATHON PETE CORP$11.4M0.05%78,000PUTSOLE
872540109TJXTJX COS INC NEW$11.4M0.05%93,200CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.3M0.05%21,500PUTSOLE
15118V207CELHCELSIUS HLDGS INC$11.2M0.05%315,308CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.2M0.05%65,900PUTSOLE
81141R100SESEA LTD$11.2M0.05%85,900PUTSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11.2M0.05%49,176CommonSOLE
G29183103ETNEATON CORP PLC$11.1M0.05%41,000CALLSOLE
146869102CVNACARVANA CO$11.1M0.05%53,291CommonSOLE
60937P106MDBMONGODB INC$11.1M0.05%63,500PUTSOLE
31810T101FINVFINVOLUTION GROUP$11.1M0.05%1,152,183CommonSOLE
580135101MCDMCDONALDS CORP$11.1M0.05%35,500PUTSOLE
00206R102TAT&T INC$11.1M0.05%391,900PUTSOLE
78464A698KRESPDR SER TR$11.1M0.05%194,900PUTSOLE
88339J105TTDTHE TRADE DESK INC$11.1M0.05%202,200PUTSOLE
57164YAD9VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE$11.0M0.05%11,480,000CommonSOLE
594972408MSTRMICROSTRATEGY INC$11.0M0.05%38,200PUTSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$11.0M0.05%11,000,000CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$11.0M0.05%335,727CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$10.9M0.05%271,478CommonSOLE
82509L107SHOPSHOPIFY INC$10.9M0.05%114,100PUTSOLE
771049103RBLXROBLOX CORP$10.8M0.05%185,815CommonSOLE
17243V102CNKCINEMARK HLDGS INC$10.8M0.05%432,700PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.7M0.05%21,700CALLSOLE
191216100KOCOCA COLA CO$10.7M0.05%150,000PUTSOLE
85423L103SAROSTANDARDAERO INC$10.7M0.05%403,249CommonSOLE
418056107HASHASBRO INC$10.7M0.05%174,587CommonSOLE
235825205DANDANA INC$10.7M0.05%805,000PUTSOLE
82575P107SBSWSIBANYE STILLWATER LTD$10.7M0.05%2,342,772CommonSOLE
68268W103OMFONEMAIN HLDGS INC$10.7M0.05%219,353CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10.7M0.05%73,400PUTSOLE
00206R102TAT&T INC$10.7M0.05%378,400CALLSOLE
98422D105XPEVXPENG INC$10.6M0.05%513,219CommonSOLE
097023105BABOEING CO$10.6M0.05%62,300CALLSOLE
031162100AMGNAMGEN INC$10.6M0.05%34,000PUTSOLE
87612E106TGTTARGET CORP$10.6M0.05%101,300PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$10.5M0.05%161,581CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$10.5M0.05%25,000PUTSOLE
882681109TXRHTEXAS ROADHOUSE INC$10.5M0.05%62,989CommonSOLE
94106L109WMWASTE MGMT INC DEL$10.5M0.05%45,200PUTSOLE
447011107HUNHUNTSMAN CORP$10.5M0.05%661,859CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.4M0.05%11,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10.4M0.05%19,000PUTSOLE
92840M102VSTVISTRA CORP$10.4M0.05%88,345CommonSOLE
37045V100GMGENERAL MTRS CO$10.4M0.05%220,600PUTSOLE
143130102KMXCARMAX INC$10.4M0.05%132,868CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$10.3M0.05%78,600PUTSOLE
655664100JWNUSDNORDSTROM INC$10.3M0.05%419,300PUTSOLE
871607107SNPSSYNOPSYS INC$10.2M0.05%23,895CommonSOLE
759916109RGENREPLIGEN CORP$10.2M0.05%80,476CommonSOLE
00091G104ACVAACV AUCTIONS INC$10.2M0.05%720,817CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$10.1M0.05%51,100CALLSOLE
099724106BWABORGWARNER INC$10.1M0.05%351,482CommonSOLE
25809K105DASHDOORDASH INC$10.0M0.05%54,700CALLSOLE
500754106KHCKRAFT HEINZ CO$10.0M0.05%328,000CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$10.0M0.04%136,636CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$9.9M0.04%143,700CALLSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.9M0.04%20,000PUTSOLE
16411R208LNGCHENIERE ENERGY INC$9.9M0.04%42,800PUTSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9.9M0.04%32,400CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.9M0.04%59,500CALLSOLE
G9456A100GLNGGOLAR LNG LTD$9.9M0.04%259,865CommonSOLE
501044101KRKROGER CO$9.8M0.04%145,000CALLSOLE
143658300CCL1EURCARNIVAL CORP$9.8M0.04%501,618CommonSOLE
458140100INTCINTEL CORP$9.8M0.04%431,000PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$9.8M0.04%47,300PUTSOLE
375558103GILDGILEAD SCIENCES INC$9.7M0.04%86,900PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9.7M0.04%96,300CALLSOLE
988498101YUMYUM BRANDS INC$9.7M0.04%61,600CALLSOLE
42809H107HESHESS CORP$9.6M0.04%60,002CommonSOLE
85205TAQ3SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$9.6M0.04%7,000,000CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.6M0.04%54,477CommonSOLE
05464C101AXONAXON ENTERPRISE INC$9.6M0.04%18,200PUTSOLE
09062X103BIIBBIOGEN INC$9.6M0.04%69,905CommonSOLE
09290D101BLKBLACKROCK INC$9.6M0.04%10,100PUTSOLE
G3323L100FNFABRINET$9.6M0.04%48,369CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$9.5M0.04%72,806CommonSOLE
56585A102MPCMARATHON PETE CORP$9.5M0.04%65,139CommonSOLE
25809K105DASHDOORDASH INC$9.5M0.04%51,900PUTSOLE
75513E101RTXRTX CORPORATION$9.5M0.04%71,600PUTSOLE
98978V103ZTSZOETIS INC$9.5M0.04%57,400CALLSOLE
046353108AZNNASTRAZENECA PLC$9.4M0.04%128,100PUTSOLE
444859102HUMHUMANA INC$9.4M0.04%35,400CALLSOLE
58733R102MELIMERCADOLIBRE INC$9.4M0.04%4,800PUTSOLE
00724F101ADBEADOBE INC$9.4M0.04%24,409CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$9.3M0.04%314,000CALLSOLE
458140100INTCINTEL CORP$9.3M0.04%408,000CALLSOLE
926400102VSCOVICTORIAS SECRET AND CO$9.2M0.04%495,271CommonSOLE
67059N108NTNXNUTANIX INC$9.2M0.04%131,700CALLSOLE
577933104MMSMAXIMUS INC$9.2M0.04%134,743CommonSOLE
G25508105CRHCRH PLC$9.1M0.04%104,000CALLSOLE
G5960L103MDTMEDTRONIC PLC$9.1M0.04%100,800PUTSOLE
518439104ELLAUDER ESTEE COS INC$9.1M0.04%137,174CommonSOLE
861012102STMSTMICROELECTRONICS N V$9.0M0.04%411,428CommonSOLE
770700102HOODROBINHOOD MKTS INC$9.0M0.04%216,100PUTSOLE
879369106TFXTELEFLEX INCORPORATED$9.0M0.04%64,850CommonSOLE
931142103WMTWALMART INC$9.0M0.04%102,000PUTSOLE
461202103INTUINTUIT$8.9M0.04%14,500PUTSOLE
67077M108NTRNUTRIEN LTD$8.9M0.04%179,000CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$8.9M0.04%19,900CALLSOLE
835699307SONYSONY GROUP CORP$8.9M0.04%350,044CommonSOLE
G29183103ETNEATON CORP PLC$8.9M0.04%32,586CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$8.9M0.04%91,800PUTSOLE
40434L105HPQHP INC$8.8M0.04%319,200PUTSOLE
89531P105TREXTREX CO INC$8.8M0.04%151,775CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$8.8M0.04%200,000CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8.8M0.04%32,300CALLSOLE
60770K107MRNAMODERNA INC$8.8M0.04%310,223CommonSOLE
009158106APDAIR PRODS & CHEMS INC$8.7M0.04%29,600CALLSOLE
15118V207CELHCELSIUS HLDGS INC$8.7M0.04%244,800PUTSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$8.7M0.04%78,696CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8.7M0.04%123,600CALLSOLE

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.