MondegarAI
Ulysses Management LLC

Q1 2025 · 13F-HR

Ulysses Management LLCholdings as filed

Filed 2025-05-15 · accession 0001213900-25-043959

$694.8M
Reported value
46
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$95.1M13.7%170,000PUTSOLE
46090E103QQQINVESCO QQQ TR$92.6M13.3%197,500PUTSOLE
594918104MSFTMICROSOFT CORP$54.0M7.77%143,774CommonSOLE
023135106AMZNAMAZON.COM$49.0M7.05%257,500CommonSOLE
90353T100UBERUBER$41.8M6.02%573,900CommonSOLE
594918104MSFTMICROSOFT CORP$41.3M5.94%110,000PUTSOLE
058498106BALLBALL CORP$32.0M4.60%613,700CALLSOLE
058498106BALLBALL CORP$29.9M4.31%575,000CommonSOLE
44891N208IACIAC INC$28.0M4.03%609,624CommonSOLE
896239100TRMBTRIMBLE INC$27.2M3.92%414,798CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS$22.8M3.28%372,166CommonSOLE
M84137104SMWBSIMILARWEB LTD$22.7M3.27%2,748,708CommonSOLE
806407102HSICHENRY SCHEIN$22.0M3.17%321,401CommonSOLE
98138H101WDAYWORKDAY INC$17.5M2.52%74,993CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$13.7M1.97%82,500CALLSOLE
00187Y100APGAPI GROUP CORP.$13.4M1.93%375,250CommonSOLE
896239100TRMBTRIMBLE INC$13.1M1.89%200,000CALLSOLE
22160N109CSGPCOSTAR GROUP INC$12.4M1.79%156,905CommonSOLE
25432X102DCOMDIME COMMUNITY BANCSHARES$6.3M0.90%224,441CommonSOLE
037833100AAPLAPPLE INC$6.1M0.88%27,500CALLSOLE
904708104UNFUNIFIRST$5.2M0.75%30,000PUTSOLE
904708104UNFUNIFIRST$4.7M0.68%27,130CommonSOLE
78464A698KRESPDR SER TR S&P REGL BKG ETF$4.5M0.65%80,000CommonSOLE
00183L201ANGIANGI INC$4.3M0.61%276,167CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$3.8M0.54%692,285CommonSOLE
N07059210ASMLASML HOLDING NV NY REG$3.3M0.48%5,000CommonSOLE
02079K305GOOGLALPHABET INC$3.2M0.47%21,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.2M0.46%13,000CommonSOLE
78463V107GLDSTREET TRACKS GOLD TRUST$3.0M0.44%10,500CommonSOLE
G0772R208NTBBANK OF N.T. BUTTERFIELD$2.4M0.34%60,407CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$1.9M0.28%3,500CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$1.9M0.27%1,000CommonSOLE
67623L307OPADOFFERPAD SOLUTIONS INC$1.3M0.18%771,885CommonSOLE
78464A870XBISPDR S&P BIOTECHCS$1.2M0.18%15,000CommonSOLE
651639106NEMNEWMONT MINING CORP.$1.2M0.17%25,000CommonSOLE
M85548101SSYSSTRATASYS$1.2M0.17%120,000CommonSOLE
46138E628KBWBKBW BANK ETF$1.1M0.16%18,000CommonSOLE
025816109AXPAMERICAN EXPRESS$1.1M0.15%4,000CommonSOLE
947890109WBSWEBSTER FINANCIAL$1.0M0.15%20,000CommonSOLE
36828A101GEVGEV VERNOVA INC$915,8400.13%3,000CommonSOLE
878742204TECKTECK RESOURCES$910,7500.13%25,000CommonSOLE
591774104MCBMETROLPOLITAN BANK$839,8500.12%15,000CommonSOLE
G6683N103NUNU HOLDINGS$614,4000.09%60,000CommonSOLE
336433107FSLRFIRST SOLAR$505,7200.07%4,000CommonSOLE
109696104BCOBRINKS$430,8000.06%5,000CommonSOLE
M8744T114TBLAWTABOOLA.COM WRNT$7,2900.00%45,000CommonSOLE

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.