MondegarAI
Ulysses Management LLC

Q3 2024 · 13F-HR

Ulysses Management LLCholdings as filed

Filed 2024-11-14 · accession 0001213900-24-098129

$1.06B
Reported value
51
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$344.3M32.6%600,000PUTSOLE
46090E103QQQINVESCO QQQ TRUST$92.7M8.79%190,000PUTSOLE
594918104MSFTMICROSOFT CORP$70.1M6.64%163,000CommonSOLE
594918104MSFTMICROSOFT CORP$53.8M5.10%125,000PUTSOLE
023135106AMZNAMAZON.COM$51.7M4.90%277,500CommonSOLE
037833100AAPLAPPLE INC$41.4M3.92%177,500CALLSOLE
90353T100UBERUBER TECHNOLOGIES$39.4M3.73%523,900CommonSOLE
058498106BALLBALL CORP$34.0M3.22%500,000CommonSOLE
44891N208IACIAC INTERACTIVECORP$33.0M3.13%613,726CommonSOLE
037833100AAPLAPPLE INC$28.0M2.65%120,000PUTSOLE
023135106AMZNAMAZON.COM$27.9M2.65%150,000CALLSOLE
19239V302CCOICOGENT COMMUNICATIONS$25.8M2.44%339,570CommonSOLE
M84137104SMWBSIMILARWEB LTD$20.2M1.91%2,283,228CommonSOLE
03852U106ARMKARAMARK$17.9M1.70%463,056CommonSOLE
824348106SHWSHERWIN WILLIAMS$17.2M1.63%45,000CommonSOLE
896239100TRMBTRIMBLE INC$16.2M1.53%260,148CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$15.8M1.50%420,000CommonSOLE
91232N207USOUNITED STATES OIL FUND$14.0M1.32%200,000CALLSOLE
138103106UTE0CANTALOUPE INC$12.5M1.19%1,695,018CommonSOLE
00187Y100APGAPI GROUP CORP.$12.4M1.17%375,250CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$9.3M0.88%247,500PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$8.4M0.80%54,810CommonSOLE
25432X102DCOMDIME COMMUNITY BANCSHARES$7.3M0.69%253,553CommonSOLE
00183L102ANGI1EURANGI HOME SERVICES$7.1M0.67%2,761,677CommonSOLE
78464A698KRESPDR SER TR S&P REGL BKG ETF$4.5M0.43%80,000CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$4.5M0.43%692,285CommonSOLE
278768106SATSECHOSTAR CORP$3.7M0.35%150,000PUTSOLE
G0772R208NTBBANK OF N.T. BUTTERFIELD$3.7M0.35%100,000CommonSOLE
02079K305GOOGLALPHABET INC CLASS A COMMON ST$3.6M0.35%22,000CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$3.5M0.33%1,900CommonSOLE
67623L307OPADOFFERPAD SOLUTIONS INC$3.1M0.30%771,885CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$3.0M0.28%6,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.7M0.26%13,000CommonSOLE
878742204TECKTECK RESOURCES$2.6M0.25%50,000CommonSOLE
464287655IWMISHARESRUT2000$2.2M0.21%10,000CommonSOLE
81369Y506XLEENERGY SECTOR SPDR$2.2M0.21%25,000CALLSOLE
78464A870XBISPDR S&P BIOTECHCS$2.1M0.20%21,500CommonSOLE
67066G104NVDANVIDIA CORP$1.8M0.17%15,000CALLSOLE
78463V107GLDSTREET TRACKS GOLD TRUST$1.6M0.15%6,500CommonSOLE
336433107FSLRFIRST SOLAR$1.5M0.14%6,000CommonSOLE
896818101TG7TRIUMPH GROUP$1.3M0.12%100,000CommonSOLE
037833100AAPLAPPLE INC$1.2M0.11%5,000CommonSOLE
576690101MTRNMATERION$1.2M0.11%10,288CommonSOLE
30303M102METAMETA PLATFORMS$1.1M0.11%2,000CommonSOLE
553368101MPMP MATERIALS$1.1M0.11%64,192CommonSOLE
20825C104COPCONOCO PHILIPS$1.1M0.10%10,000CommonSOLE
81369Y506XLEENERGY SECTOR SPDR$878,0000.08%10,000CommonSOLE
36828A101GEVGEV VERNOVA ORD$764,9400.07%3,000CommonSOLE
03945R110ACHR/WSARCHER AVIATION INCWTS$40,2630.00%112,467CommonSOLE
M8744T114TBLAWTABOOLA.COM WRNT$11,7000.00%90,000CommonSOLE
457679116INNOVID CORP CLASS A WRTNS$8920.00%22,187CommonSOLE

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.