MondegarAI
Volterra Technologies LP

Q2 2025 · 13F-HR

Volterra Technologies LPholdings as filed

Filed 2025-08-14 · accession 0001172661-25-003371

$788.0M
Reported value
415
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Volterra Technologies LP · Q2 2025

AI · grounded in 13F

Volterra Technologies LP established a new position in QQQ valued at $66.6M. The fund also initiated new stakes in SPY for $64.9M and XLK for $47.4M. Additional new positions include EEM at $36.7M, EWZ at $29.2M, and FXI at $25.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$33.8M4.28%61,200CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$33.7M4.28%54,600PUTSOLE
46090E103QQQINVESCO QQQ TR$32.9M4.17%59,600PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$31.2M3.96%50,500CALLSOLE
81369Y803XLKSELECT SECTOR SPDR TR$27.2M3.45%107,300CALLSOLE
464287234EEMISHARES TR$22.3M2.83%462,900PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$20.2M2.57%79,900PUTSOLE
464286400EWZISHARES INC$19.6M2.48%677,700PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$14.5M1.85%33,000CALLSOLE
464287234EEMISHARES TR$14.4M1.82%297,900CALLSOLE
464287184FXIISHARES TR$14.1M1.79%384,500PUTSOLE
464287184FXIISHARES TR$11.6M1.48%316,700CALLSOLE
78464A755XMESPDR SERIES TRUST$9.8M1.24%145,333CommonSOLE
464286400EWZISHARES INC$9.7M1.23%335,300CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$8.6M1.09%8,700PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.9M1.01%8,000CALLSOLE
58933Y105MRKMERCK & CO INC$7.9M1.00%99,700PUTSOLE
717081103PFEPFIZER INC$7.5M0.95%308,500CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$7.3M0.92%88,800PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$6.8M0.87%232,200PUTSOLE
00287Y109ABBVABBVIE INC$6.5M0.83%35,100CALLSOLE
31428X106FDXFEDEX CORP$6.3M0.80%27,900PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$6.3M0.80%14,300PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$6.3M0.80%214,000CALLSOLE
23804L103DDOGDATADOG INC$6.2M0.78%45,900CALLSOLE
00287Y109ABBVABBVIE INC$6.1M0.77%32,700PUTSOLE
717081103PFEPFIZER INC$6.0M0.76%247,400PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$5.8M0.73%10,300CALLSOLE
31428X106FDXFEDEX CORP$5.8M0.73%25,400CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$5.7M0.73%10,200PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.5M0.70%17,600CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.4M0.68%102,899CommonSOLE
58933Y105MRKMERCK & CO INC$5.1M0.65%64,600CALLSOLE
23804L103DDOGDATADOG INC$4.8M0.61%35,900PUTSOLE
031162100AMGNAMGEN INC$4.7M0.60%17,000CALLSOLE
00724F101ADBEADOBE INC$4.4M0.56%11,500CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.3M0.55%52,900CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.3M0.54%13,700PUTSOLE
00724F101ADBEADOBE INC$4.3M0.54%11,000PUTSOLE
031162100AMGNAMGEN INC$4.2M0.54%15,200PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M0.53%8,200CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$4.1M0.52%7,345CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.1M0.51%12,700PUTSOLE
025816109AXPAMERICAN EXPRESS CO$3.8M0.48%11,800CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.7M0.47%7,300PUTSOLE
594972408MSTRMICROSTRATEGY INC$3.6M0.45%8,800CALLSOLE
03831W108APPAPPLOVIN CORP$3.5M0.45%10,100PUTSOLE
79466L302CRMSALESFORCE INC$3.2M0.40%11,700PUTSOLE
075887109BDXBECTON DICKINSON & CO$3.2M0.40%18,500PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.2M0.40%29,500CALLSOLE
79466L302CRMSALESFORCE INC$3.0M0.38%11,100CALLSOLE
56585A102MPCMARATHON PETE CORP$2.9M0.37%17,500PUTSOLE
548661107LOWLOWES COS INC$2.9M0.37%13,100CALLSOLE
806857108SLBSCHLUMBERGER LTD$2.9M0.36%84,800CALLSOLE
654106103NKENIKE INC$2.8M0.35%39,300CALLSOLE
037833100AAPLAPPLE INC$2.8M0.35%13,600PUTSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.8M0.35%10,365CommonSOLE
12572Q105CMECME GROUP INC$2.8M0.35%10,000PUTSOLE
03831W108APPAPPLOVIN CORP$2.7M0.35%7,800CALLSOLE
12572Q105CMECME GROUP INC$2.7M0.35%9,900CALLSOLE
594972408MSTRMICROSTRATEGY INC$2.7M0.34%6,700PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.33%5,400PUTSOLE
438516106HONHONEYWELL INTL INC$2.6M0.33%11,200CALLSOLE
56585A102MPCMARATHON PETE CORP$2.6M0.33%15,700CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.32%5,200CALLSOLE
254687106DISDISNEY WALT CO$2.5M0.32%20,100CALLSOLE
571903202MARMARRIOTT INTL INC NEW$2.5M0.32%9,100CALLSOLE
17275R102CSCOCISCO SYS INC$2.4M0.31%34,900CALLSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.4M0.30%20,500CALLSOLE
060505104BACBANK AMERICA CORP$2.4M0.30%50,300CALLSOLE
806857108SLBSCHLUMBERGER LTD$2.4M0.30%70,200PUTSOLE
20030N101CMCSACOMCAST CORP NEW$2.4M0.30%66,300PUTSOLE
001055102AFLAFLAC INC$2.4M0.30%22,345CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.3M0.29%53,900CALLSOLE
863667101SYKSTRYKER CORPORATION$2.3M0.29%5,800PUTSOLE
88579Y101MMM3M CO$2.3M0.29%15,000PUTSOLE
337738108FISVFISERV INC$2.3M0.29%13,100CALLSOLE
88579Y101MMM3M CO$2.3M0.29%14,800CALLSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.2M0.29%8,400PUTSOLE
037833100AAPLAPPLE INC$2.2M0.28%10,700CALLSOLE
464287739IYRISHARES TR$2.2M0.28%22,900PUTSOLE
87612E106TGTTARGET CORP$2.1M0.27%21,500PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.27%22,700PUTSOLE
571903202MARMARRIOTT INTL INC NEW$2.0M0.26%7,500PUTSOLE
548661107LOWLOWES COS INC$2.0M0.26%9,200PUTSOLE
58933Y105MRKMERCK & CO INC$2.0M0.26%25,511CommonSOLE
863667101SYKSTRYKER CORPORATION$2.0M0.26%5,100CALLSOLE
654106103NKENIKE INC$2.0M0.25%27,500PUTSOLE
052769106ADSKAUTODESK INC$2.0M0.25%6,300CALLSOLE
075887109BDXBECTON DICKINSON & CO$1.9M0.24%11,000CALLSOLE
87612E106TGTTARGET CORP$1.8M0.23%18,200CALLSOLE
172908105CTASCINTAS CORP$1.8M0.23%8,000CALLSOLE
21036P108STZCONSTELLATION BRANDS INC$1.7M0.22%10,600CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.22%18,300CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.22%4,200PUTSOLE
052769106ADSKAUTODESK INC$1.7M0.22%5,500PUTSOLE
036752103ELVELEVANCE HEALTH INC$1.6M0.21%4,200PUTSOLE
833445109SNOWSNOWFLAKE INC$1.6M0.20%7,200PUTSOLE
78468R556XOPSPDR SERIES TRUST$1.6M0.20%12,800CALLSOLE
64110L106NFLXNETFLIX INC$1.6M0.20%1,200CALLSOLE
45784P101PODDINSULET CORP$1.6M0.20%5,100CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.20%3,900CALLSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.6M0.20%20,200CALLSOLE
48251W104KKRKKR & CO INC$1.6M0.20%11,800PUTSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.6M0.20%25,000CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.6M0.20%6,400CALLSOLE
26884L109EQTEQT CORP$1.6M0.20%26,600PUTSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.6M0.20%18,985CommonSOLE
031100100AMEAMETEK INC$1.5M0.19%8,400PUTSOLE
09260D107BXBLACKSTONE INC$1.5M0.19%10,000PUTSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.5M0.19%23,800PUTSOLE
443201108HWMHOWMET AEROSPACE INC$1.5M0.19%8,000CALLSOLE
64110L106NFLXNETFLIX INC$1.5M0.19%1,100PUTSOLE
704326107PAYXPAYCHEX INC$1.5M0.18%10,000CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.18%5,000CALLSOLE
594918104MSFTMICROSOFT CORP$1.4M0.18%2,900PUTSOLE
26884L109EQTEQT CORP$1.4M0.17%23,300CALLSOLE
744320102PRUPRUDENTIAL FINL INC$1.4M0.17%12,600PUTSOLE
09260D107BXBLACKSTONE INC$1.3M0.17%9,023CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.3M0.17%5,500PUTSOLE
001055102AFLAFLAC INC$1.3M0.17%12,600PUTSOLE
98138H101WDAYWORKDAY INC$1.3M0.17%5,500CALLSOLE
278642103EBAYEBAY INC.$1.3M0.17%17,600PUTSOLE
872590104TMUST-MOBILE US INC$1.3M0.17%5,500PUTSOLE
773903109ROKROCKWELL AUTOMATION INC$1.3M0.16%3,900CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$1.3M0.16%3,690CommonSOLE
464287432TLTISHARES TR$1.3M0.16%14,494CommonSOLE
761152107RMDRESMED INC$1.3M0.16%4,900PUTSOLE
89832Q109TFCTRUIST FINL CORP$1.3M0.16%29,200PUTSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.16%3,900CALLSOLE
594918104MSFTMICROSOFT CORP$1.2M0.16%2,500CALLSOLE
097023105BABOEING CO$1.2M0.16%5,900PUTSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.16%4,600CALLSOLE
464287739IYRISHARES TR$1.2M0.15%12,829CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.2M0.15%21,158CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.15%5,300CALLSOLE
778296103ROSTROSS STORES INC$1.2M0.15%9,168CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.1M0.15%9,800PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$1.1M0.14%29,800PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.14%8,300PUTSOLE
097023105BABOEING CO$1.1M0.14%5,300CALLSOLE
075887109BDXBECTON DICKINSON & CO$1.1M0.14%6,430CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.14%10,800CALLSOLE
149123101CATCATERPILLAR INC$1.1M0.14%2,800PUTSOLE
291011104EMREMERSON ELEC CO$1.1M0.14%8,126CommonSOLE
98138H101WDAYWORKDAY INC$1.1M0.14%4,500PUTSOLE
48251W104KKRKKR & CO INC$1.1M0.14%8,100CALLSOLE
244199105DEDEERE & CO$1.1M0.14%2,100PUTSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.0M0.13%2,100CALLSOLE
98419M100XYLXYLEM INC$1.0M0.13%8,100PUTSOLE
247361702DALDELTA AIR LINES INC DEL$1.0M0.13%21,000CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$1.0M0.13%4,800PUTSOLE
778296103ROSTROSS STORES INC$1.0M0.13%8,000PUTSOLE
001055102AFLAFLAC INC$1.0M0.13%9,600CALLSOLE
444859102HUMHUMANA INC$1.0M0.13%4,100PUTSOLE
37940X102GPNGLOBAL PMTS INC$1.0M0.13%12,500CALLSOLE
032654105ADIANALOG DEVICES INC$975,8820.12%4,100PUTSOLE
20030N101CMCSACOMCAST CORP NEW$974,3370.12%27,300CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$967,8720.12%7,100CALLSOLE
92939U106WECWEC ENERGY GROUP INC$958,6400.12%9,200PUTSOLE
209115104EDCONSOLIDATED EDISON INC$953,3250.12%9,500CALLSOLE
060505104BACBANK AMERICA CORP$946,4000.12%20,000PUTSOLE
68389X105ORCLORACLE CORP$946,2310.12%4,328CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$939,7370.12%5,735CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$934,9200.12%2,100CALLSOLE
143658300CCL1EURCARNIVAL CORP$925,1480.12%32,900CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$921,5240.12%10,100CALLSOLE
571748102MRSHMARSH & MCLENNAN COS INC$918,2880.12%4,200CALLSOLE
770700102HOODROBINHOOD MKTS INC$898,8480.11%9,600CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$898,0260.11%19,400CALLSOLE
036752103ELVELEVANCE HEALTH INC$894,6080.11%2,300CALLSOLE
770700102HOODROBINHOOD MKTS INC$889,4850.11%9,500PUTSOLE
92826C839VVISA INC$877,6840.11%2,472CommonSOLE
693506107PPGPPG INDS INC$875,8750.11%7,700CALLSOLE
209115104EDCONSOLIDATED EDISON INC$873,0450.11%8,700PUTSOLE
872590104TMUST-MOBILE US INC$865,1220.11%3,631CommonSOLE
26875P101EOGEOG RES INC$861,1920.11%7,200CALLSOLE
94106L109WMWASTE MGMT INC DEL$846,6340.11%3,700CALLSOLE
146869102CVNACARVANA CO$842,4000.11%2,500PUTSOLE
701094104PHPARKER-HANNIFIN CORP$838,1640.11%1,200PUTSOLE
294429105EFXEQUIFAX INC$829,9840.11%3,200CALLSOLE
92826C839VVISA INC$816,6150.10%2,300CALLSOLE
446150104HBANHUNTINGTON BANCSHARES INC$809,5080.10%48,300PUTSOLE
629377508NRGNRG ENERGY INC$802,9000.10%5,000CALLSOLE
747525103QCOMQUALCOMM INC$796,3000.10%5,000CALLSOLE
512807306LRCXLAM RESEARCH CORP$791,4720.10%8,131CommonSOLE
26875P101EOGEOG RES INC$789,4260.10%6,600PUTSOLE
882508104TXNTEXAS INSTRS INC$786,4650.10%3,788CommonSOLE
872590104TMUST-MOBILE US INC$786,2580.10%3,300CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$782,0510.10%2,653CommonSOLE
149123101CATCATERPILLAR INC$776,4200.10%2,000CALLSOLE
172908105CTASCINTAS CORP$757,7580.10%3,400PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$756,8400.10%1,700PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$751,8700.10%7,000PUTSOLE
254687106DISDISNEY WALT CO$744,0600.09%6,000PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$741,9600.09%5,400PUTSOLE
704326107PAYXPAYCHEX INC$741,8460.09%5,100PUTSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$740,6160.09%8,798CommonSOLE
380237107GDDYGODADDY INC$738,2460.09%4,100PUTSOLE
89417E109TRVTRAVELERS COMPANIES INC$738,1430.09%2,759CommonSOLE
337932107FEFIRSTENERGY CORP$737,4830.09%18,318CommonSOLE
09290D101BLKBLACKROCK INC$734,4750.09%700PUTSOLE
380237107GDDYGODADDY INC$726,5420.09%4,035CommonSOLE
143658300CCL1EURCARNIVAL CORP$722,6840.09%25,700PUTSOLE
45784P101PODDINSULET CORP$722,6140.09%2,300PUTSOLE
92343E102VRSNVERISIGN INC$722,0000.09%2,500CALLSOLE
871607107SNPSSYNOPSYS INC$717,7520.09%1,400PUTSOLE
747525103QCOMQUALCOMM INC$716,6700.09%4,500PUTSOLE
75734B100RDDTREDDIT INC$712,0460.09%4,729CommonSOLE
244199105DEDEERE & CO$711,8860.09%1,400CALLSOLE
49177J102KVUEKENVUE INC$699,4810.09%33,420CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$696,4860.09%6,900PUTSOLE
98980G102ZSZSCALER INC$690,6680.09%2,200PUTSOLE
03073E105CORCENCORA INC$689,6550.09%2,300PUTSOLE
16411R208LNGCHENIERE ENERGY INC$688,1880.09%2,826CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$683,0520.09%6,583CommonSOLE
69331C108PCGPG&E CORP$670,4020.09%48,092CommonSOLE
278642103EBAYEBAY INC.$670,1400.09%9,000CALLSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$667,7280.08%4,800CALLSOLE
969457100WMBWILLIAMS COS INC$659,5680.08%10,501CommonSOLE
98980G102ZSZSCALER INC$659,2740.08%2,100CALLSOLE
337738108FISVFISERV INC$655,1580.08%3,800PUTSOLE
13321L108CCJCAMECO CORP$645,8010.08%8,700CALLSOLE
512807306LRCXLAM RESEARCH CORP$642,4440.08%6,600PUTSOLE
94106L109WMWASTE MGMT INC DEL$640,6960.08%2,800PUTSOLE
146869102CVNACARVANA CO$640,2240.08%1,900CALLSOLE
92826C839VVISA INC$639,0900.08%1,800PUTSOLE
22266T109CPNGCOUPANG INC$638,1480.08%21,300CALLSOLE
444859102HUMHUMANA INC$635,6480.08%2,600CALLSOLE
931142103WMTWALMART INC$635,5700.08%6,500PUTSOLE
98419M100XYLXYLEM INC$633,8640.08%4,900CALLSOLE
443201108HWMHOWMET AEROSPACE INC$632,8420.08%3,400PUTSOLE
31488V107FERGFERGUSON ENTERPRISES INC$632,3460.08%2,904CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$630,6120.08%2,514CommonSOLE
00287Y109ABBVABBVIE INC$629,2520.08%3,390CommonSOLE
369604301GEGE AEROSPACE$627,5170.08%2,438CommonSOLE
036752103ELVELEVANCE HEALTH INC$627,3920.08%1,613CommonSOLE
464287465EFAISHARES TR$625,7300.08%7,000PUTSOLE
98138H101WDAYWORKDAY INC$624,0000.08%2,600CommonSOLE
532457108LLYELI LILLY & CO$623,6240.08%800PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$620,4320.08%6,800PUTSOLE
40412C101HCAHCA HEALTHCARE INC$612,9600.08%1,600CALLSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$612,0840.08%4,400PUTSOLE
031100100AMEAMETEK INC$607,6640.08%3,358CommonSOLE
806857108SLBSCHLUMBERGER LTD$607,3860.08%17,970CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$606,3990.08%13,100PUTSOLE
458140100INTCINTEL CORP$604,8000.08%27,000PUTSOLE
039483102ADMARCHER DANIELS MIDLAND CO$597,8390.08%11,327CommonSOLE
88339J105TTDTHE TRADE DESK INC$597,5170.08%8,300CALLSOLE
35137L105FOXAFOX CORP$596,7140.08%10,648CommonSOLE
100557107SAMBOSTON BEER INC$591,5110.08%3,100PUTSOLE
316773100FITBFIFTH THIRD BANCORP$588,1590.07%14,300PUTSOLE
969904101WSMWILLIAMS SONOMA INC$588,1320.07%3,600PUTSOLE
512807306LRCXLAM RESEARCH CORP$584,0400.07%6,000CALLSOLE
36828A101GEVGE VERNOVA INC$582,0650.07%1,100PUTSOLE
23331A109DHID R HORTON INC$580,1400.07%4,500CALLSOLE
278642103EBAYEBAY INC.$575,0550.07%7,723CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$573,2090.07%1,180CommonSOLE
74762E102QUREQUANTA SVCS INC$572,0350.07%1,513CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$570,9330.07%7,300PUTSOLE
452308109ITWILLINOIS TOOL WKS INC$568,6750.07%2,300CALLSOLE
871607107SNPSSYNOPSYS INC$563,9480.07%1,100CALLSOLE
458140100INTCINTEL CORP$562,2400.07%25,100CALLSOLE
969904101WSMWILLIAMS SONOMA INC$555,4580.07%3,400CALLSOLE
461202103INTUINTUIT$551,3410.07%700CALLSOLE
532457108LLYELI LILLY & CO$545,6710.07%700CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$542,7840.07%6,400CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$539,3220.07%4,200PUTSOLE
064058100BKBANK NEW YORK MELLON CORP$537,5490.07%5,900PUTSOLE
36828A101GEVGE VERNOVA INC$529,1500.07%1,000CALLSOLE
55261F104MTBM & T BK CORP$523,7730.07%2,700PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$520,9900.07%1,670CommonSOLE
37940X102GPNGLOBAL PMTS INC$520,2600.07%6,500PUTSOLE
931142103WMTWALMART INC$518,2340.07%5,300CALLSOLE
247361702DALDELTA AIR LINES INC DEL$511,4720.06%10,400PUTSOLE
064058100BKBANK NEW YORK MELLON CORP$510,2160.06%5,600CALLSOLE
25278X109FANGDIAMONDBACK ENERGY INC$508,3800.06%3,700CALLSOLE
G25508105CRHCRH PLC$504,9000.06%5,500PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$503,1000.06%6,500CALLSOLE
126408103CSXCSX CORP$493,8880.06%15,136CommonSOLE
294429105EFXEQUIFAX INC$492,8030.06%1,900PUTSOLE
47233W109JEFJEFFERIES FINL GROUP INC$481,2720.06%8,800PUTSOLE
47233W109JEFJEFFERIES FINL GROUP INC$481,2720.06%8,800CALLSOLE
05722G100BKRBAKER HUGHES COMPANY$475,4160.06%12,400CALLSOLE
55261F104MTBM & T BK CORP$465,5760.06%2,400CALLSOLE
29364G103ETRENTERGY CORP NEW$463,6430.06%5,578CommonSOLE
370334104GISGENERAL MLS INC$461,1090.06%8,900PUTSOLE
040413205ANETARISTA NETWORKS INC$458,2460.06%4,479CommonSOLE
22266T109CPNGCOUPANG INC$452,3960.06%15,100PUTSOLE
863667101SYKSTRYKER CORPORATION$441,9190.06%1,117CommonSOLE
46266C105IQVIQVIA HLDGS INC$441,2520.06%2,800CALLSOLE
45687V106IRINGERSOLL RAND INC$440,8540.06%5,300CALLSOLE
21036P108STZCONSTELLATION BRANDS INC$439,2360.06%2,700PUTSOLE
260557103DOWDOW INC$429,7700.05%16,230CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$425,5200.05%2,000CALLSOLE
09290D101BLKBLACKROCK INC$419,7000.05%400CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$410,9120.05%3,200CALLSOLE
693475105PNCPNC FINL SVCS GROUP INC$410,1240.05%2,200CALLSOLE
23331A109DHID R HORTON INC$393,3350.05%3,051CommonSOLE
316773100FITBFIFTH THIRD BANCORP$390,7350.05%9,500CALLSOLE
G54950103LINLINDE PLC$375,3440.05%800PUTSOLE
097023105BABOEING CO$373,1730.05%1,781CommonSOLE
34959E109FTNTFORTINET INC$370,0200.05%3,500CALLSOLE
88339J105TTDTHE TRADE DESK INC$367,1490.05%5,100PUTSOLE
72352L106PINSPINTEREST INC$365,7720.05%10,200PUTSOLE
370334104GISGENERAL MLS INC$360,3900.05%6,956CommonSOLE
778296103ROSTROSS STORES INC$357,2240.05%2,800CALLSOLE
988498101YUMYUM BRANDS INC$354,1500.04%2,390CommonSOLE
87612G101TRGPTARGA RES CORP$344,6780.04%1,980CommonSOLE
126650100CVSCVS HEALTH CORP$340,4160.04%4,935CommonSOLE
713448108PEPPEPSICO INC$336,9660.04%2,552CommonSOLE
701094104PHPARKER-HANNIFIN CORP$336,6630.04%482CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$336,4930.04%980CommonSOLE
032095101APHAMPHENOL CORP NEW$333,8740.04%3,381CommonSOLE
922475108VEEVVEEVA SYS INC$332,6170.04%1,155CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$330,9750.04%4,500PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$325,0800.04%4,200PUTSOLE
40434L105HPQHP INC$317,9800.04%13,000PUTSOLE
902494103TSNTYSON FOODS INC$317,4040.04%5,674CommonSOLE
75734B100RDDTREDDIT INC$316,1970.04%2,100CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$313,1600.04%4,046CommonSOLE
744320102PRUPRUDENTIAL FINL INC$311,5760.04%2,900CALLSOLE
127097103CTRACOTERRA ENERGY INC$309,9410.04%12,212CommonSOLE
444859102HUMHUMANA INC$309,2670.04%1,265CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$302,9060.04%1,060CommonSOLE
501044101KRKROGER CO$298,7550.04%4,165CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$293,3930.04%2,900CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$290,8940.04%944CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$287,2960.04%3,529CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$287,0900.04%2,106CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$285,9080.04%5,418CommonSOLE
46266C105IQVIQVIA HLDGS INC$283,6620.04%1,800PUTSOLE
94106L109WMWASTE MGMT INC DEL$280,7620.04%1,227CommonSOLE
72352L106PINSPINTEREST INC$268,9500.03%7,500CALLSOLE
12514G108CDWCDW CORP$267,8850.03%1,500CALLSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$260,3690.03%3,700CALLSOLE
172908105CTASCINTAS CORP$258,0830.03%1,158CommonSOLE
744320102PRUPRUDENTIAL FINL INC$253,7730.03%2,362CommonSOLE
231021106CMICUMMINS INC$252,8300.03%772CommonSOLE
457669307INSMINSMED INC$251,6000.03%2,500CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$251,2670.03%7,899CommonSOLE
40434L105HPQHP INC$248,5380.03%10,161CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$237,3590.03%41CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$235,7140.03%6,148CommonSOLE
18915M107NETCLOUDFLARE INC$234,9960.03%1,200CALLSOLE
902494103TSNTYSON FOODS INC$234,9480.03%4,200PUTSOLE
037833100AAPLAPPLE INC$231,2270.03%1,127CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$228,0050.03%3,100CALLSOLE
03831W108APPAPPLOVIN CORP$223,0010.03%637CommonSOLE
92939U106WECWEC ENERGY GROUP INC$218,8200.03%2,100CALLSOLE
237194105DRIDARDEN RESTAURANTS INC$215,5720.03%989CommonSOLE
34959E109FTNTFORTINET INC$211,4400.03%2,000PUTSOLE
75734B100RDDTREDDIT INC$210,7980.03%1,400PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$208,4200.03%1,700CALLSOLE
931142103WMTWALMART INC$205,5340.03%2,102CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$196,6640.02%1,300PUTSOLE
446150104HBANHUNTINGTON BANCSHARES INC$184,6950.02%11,020CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$176,9710.02%1,288CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$175,9250.02%2,500PUTSOLE
910047109UALUNITED AIRLS HLDGS INC$175,1860.02%2,200PUTSOLE
84265V105SCCOSOUTHERN COPPER CORP$171,9890.02%1,700PUTSOLE
244199105DEDEERE & CO$167,8020.02%330CommonSOLE
G25508105CRHCRH PLC$166,0660.02%1,809CommonSOLE
05464C101AXONAXON ENTERPRISE INC$165,5880.02%200PUTSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$163,9430.02%2,229CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$159,7840.02%490CommonSOLE
18915M107NETCLOUDFLARE INC$156,6640.02%800PUTSOLE
910047109UALUNITED AIRLS HLDGS INC$153,6060.02%1,929CommonSOLE
09290D101BLKBLACKROCK INC$153,1910.02%146CommonSOLE
45687V106IRINGERSOLL RAND INC$149,7240.02%1,800PUTSOLE
701094104PHPARKER-HANNIFIN CORP$139,6940.02%200CALLSOLE
260557103DOWDOW INC$137,6960.02%5,200PUTSOLE
443573100HUBSHUBSPOT INC$133,0350.02%239CommonSOLE
464287739IYRISHARES TR$132,6780.02%1,400CALLSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$132,5720.02%953CommonSOLE
294429105EFXEQUIFAX INC$125,0160.02%482CommonSOLE
92939U106WECWEC ENERGY GROUP INC$123,7900.02%1,188CommonSOLE
05464C101AXONAXON ENTERPRISE INC$123,3630.02%149CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$119,4450.02%1,500CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$119,0360.02%927CommonSOLE
464287465EFAISHARES TR$118,7990.02%1,329CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$117,6000.01%700PUTSOLE
126650100CVSCVS HEALTH CORP$117,2660.01%1,700CALLSOLE
693506107PPGPPG INDS INC$113,7500.01%1,000PUTSOLE
443573100HUBSHUBSPOT INC$111,3260.01%200CALLSOLE
871607107SNPSSYNOPSYS INC$108,6880.01%212CommonSOLE
316773100FITBFIFTH THIRD BANCORP$105,0460.01%2,554CommonSOLE
78468R556XOPSPDR SERIES TRUST$100,6400.01%800PUTSOLE
773903109ROKROCKWELL AUTOMATION INC$99,6510.01%300PUTSOLE
149123101CATCATERPILLAR INC$91,2290.01%235CommonSOLE
380237107GDDYGODADDY INC$90,0300.01%500CALLSOLE
56585A102MPCMARATHON PETE CORP$84,0520.01%506CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$84,0000.01%500CALLSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$65,2180.01%200PUTSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$65,2180.01%200CALLSOLE
363576109AJGGALLAGHER ARTHUR J & CO$64,0240.01%200PUTSOLE
464287465EFAISHARES TR$62,5730.01%700CALLSOLE
457669307INSMINSMED INC$60,3840.01%600PUTSOLE
443573100HUBSHUBSPOT INC$55,6630.01%100PUTSOLE
666807102NOCNORTHROP GRUMMAN CORP$49,9980.01%100PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$47,1330.01%900CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$44,3920.01%959CommonSOLE
969904101WSMWILLIAMS SONOMA INC$36,2680.00%222CommonSOLE
032654105ADIANALOG DEVICES INC$30,9430.00%130CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$30,4050.00%69CommonSOLE
55261F104MTBM & T BK CORP$28,3230.00%146CommonSOLE
761152107RMDRESMED INC$25,8000.00%100CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$22,3000.00%55CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$21,8640.00%100PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$19,7990.00%20CommonSOLE
87612G101TRGPTARGA RES CORP$17,4080.00%100PUTSOLE
629377508NRGNRG ENERGY INC$16,0580.00%100PUTSOLE
98419M100XYLXYLEM INC$15,6530.00%121CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$15,1280.00%100CALLSOLE
370334104GISGENERAL MLS INC$5,1810.00%100CALLSOLE

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.