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BANTAMAC CAPITAL, LLC

Q1 2025 · 13F-HR

BANTAMAC CAPITAL, LLCholdings as filed

Filed 2025-05-15 · accession 0001214659-25-007816

$233.0M
Reported value
194
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
12503M108CBOECBOE GLOBAL MKTS INC$18.3M7.87%81,075CommonSOLE
023135106AMZNAMAZON COM INC$12.2M5.24%64,110CommonSOLE
037833100AAPLAPPLE INC$10.1M4.36%45,683CommonSOLE
023135106AMZNAMAZON COM INC$8.6M3.67%45,000PUTSOLE
81663L200WGSGENEDX HOLDINGS CORP$7.6M3.26%85,776CommonSOLE
04010E109AGXARGAN INC$6.6M2.81%49,972CommonSOLE
037833100AAPLAPPLE INC$6.2M2.67%28,000PUTSOLE
92939U106WECWEC ENERGY GROUP INC$4.7M2.01%43,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.4M1.90%7,917CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.8M1.62%6,930CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.8M1.62%6,900PUTSOLE
918284100VSECVSE CORP$3.7M1.59%30,879CommonSOLE
30303M102METAMETA PLATFORMS INC$3.2M1.36%5,513CommonSOLE
739128106POWLPOWELL INDS INC$3.0M1.28%17,569CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.0M1.28%23,112CommonSOLE
30303M102METAMETA PLATFORMS INC$2.9M1.24%5,000PUTSOLE
87043Q108SGSWEETGREEN INC$2.7M1.15%106,663CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$2.5M1.07%25,266CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.5M1.06%4,400CALLSOLE
093712107BEBLOOM ENERGY CORP$2.3M1.00%118,862CommonSOLE
464287655IWMISHARES TR$2.2M0.96%11,156CommonSOLE
146869102CVNACARVANA CO$2.1M0.91%10,154CommonSOLE
532457108LLYELI LILLY & CO$2.0M0.87%2,468CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.9M0.82%17,640CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.8M0.79%289,606CommonSOLE
88160R101TSLATESLA INC$1.8M0.78%7,039CommonSOLE
44951W106IESCIES HLDGS INC$1.8M0.75%10,603CommonSOLE
54150E104LOMALOMA NEGRA C I A S A MTN 14$1.7M0.74%157,828CommonSOLE
450047303IRSIRSA INVERSIONES Y REP S A$1.7M0.73%131,192CommonSOLE
02079K107GOOGALPHABET INC$1.7M0.73%10,830CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.71%22,863CommonSOLE
077347300BELFBBEL FUSE INC$1.6M0.69%21,442CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.69%2CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.67%2,939CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.6M0.67%9,025CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$1.5M0.66%28,214CommonSOLE
23834J201DAVEDAVE INC$1.5M0.65%18,276CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$1.5M0.64%368,121CommonSOLE
53263P105LMBLIMBACH HLDGS INC$1.5M0.64%20,046CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.5M0.63%8,042CommonSOLE
51819L107SWIMLATHAM GROUP INC$1.4M0.59%215,408CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M0.59%3,661CommonSOLE
05463X106AXGNAXOGEN INC$1.3M0.57%72,012CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$1.3M0.57%100,955CommonSOLE
67079K100SMRNUSCALE PWR CORP$1.3M0.56%91,942CommonSOLE
20459V105GPGICOMPOSECURE INC$1.3M0.55%118,673CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.55%4,755CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$1.2M0.53%48,502CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$1.2M0.53%40,626CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.2M0.51%102,725CommonSOLE
53635B107LQDTLIQUIDITY SVCS INC$1.1M0.48%35,932CommonSOLE
46266A109IRMDIRADIMED CORP$1.1M0.47%21,076CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.47%13,012CommonSOLE
G87110105FTITECHNIPFMC PLC$1.1M0.46%34,044CommonSOLE
204166102CVLTCOMMVAULT SYS INC$1.0M0.44%6,534CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$1.0M0.44%24,632CommonSOLE
046433108ATROASTRONICS CORP$975,4290.42%40,357CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$966,0060.41%16,200CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$953,2250.41%6,645CommonSOLE
03945R102ACHRARCHER AVIATION INC$930,1440.40%130,822CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$921,7550.40%5,835CommonSOLE
79589L106IOTSAMSARA INC$913,4810.39%23,832CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$897,8830.39%7,861CommonSOLE
00287Y109ABBVABBVIE INC$890,0410.38%4,248CommonSOLE
86333M108LRNSTRIDE INC$876,7720.38%6,931CommonSOLE
13321L108CCJCAMECO CORP$870,7400.37%21,155CommonSOLE
051774107AURAURORA INNOVATION INC$867,2690.37%128,962CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$862,2260.37%44,376CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$855,3750.37%7,704CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$833,5020.36%14,403CommonSOLE
40416E103HCIHCI GROUP INC$820,7650.35%5,500CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$817,3060.35%27,528CommonSOLE
93403J106WRBYWARBY PARKER INC$802,2480.34%44,007CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$776,8140.33%3,124CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$771,1310.33%42,510CommonSOLE
12572Q105CMECME GROUP INC$766,7280.33%2,890CommonSOLE
20464U100COMPCOMPASS INC$753,5120.32%86,313CommonSOLE
464287598IWDISHARES TR$752,6400.32%4,000CommonSOLE
75704L104RDVTRED VIOLET INC$735,2980.32%19,561CommonSOLE
00090Q103ADTADT INC DEL$726,1290.31%89,205CommonSOLE
92826C839VVISA INC$725,4520.31%2,070CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$724,2030.31%18,015CommonSOLE
244199105DEDEERE & CO$717,6360.31%1,529CommonSOLE
97717W307DLNWISDOMTREE TR$714,3300.31%9,000CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$705,8580.30%9,364CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$703,2660.30%30,845CommonSOLE
031162100AMGNAMGEN INC$695,3800.30%2,232CommonSOLE
00162Q726BFORALPS ETF TR$694,4170.30%10,000CommonSOLE
149123101CATCATERPILLAR INC$675,7600.29%2,049CommonSOLE
438333106HNSTHONEST CO INC$669,8300.29%142,517CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$647,9570.28%4,245CommonSOLE
48238T109OPLNOPENLANE INC$645,9960.28%33,506CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$645,9000.28%30,000CommonSOLE
138103106UTE0CANTALOUPE INC$632,0080.27%80,306CommonSOLE
000899104ADMAADMA BIOLOGICS INC$628,1340.27%31,660CommonSOLE
058498106BALLBALL CORP$624,8400.27%12,000CommonSOLE
G65163100JOBYJOBY AVIATION INC$615,6960.26%102,275CommonSOLE
235851102DHRDANAHER CORPORATION$615,6150.26%3,003CommonSOLE
830879102SKYWSKYWEST INC$615,0850.26%7,040CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$606,9670.26%6,063CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$604,2670.26%10,363CommonSOLE
L1995B107CAAPCORPORACION AMER ARPTS S A$601,0450.26%32,844CommonSOLE
76134H101RHLDRESOLUTE HLDGS MGMT INC$595,5540.26%19,003CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$592,2430.25%31,040CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$591,5420.25%625CommonSOLE
607828100MODMODINE MFG CO$589,5170.25%7,681CommonSOLE
71944F106PHRPHREESIA INC$570,8830.25%22,335CommonSOLE
09290D101BLKBLACKROCK INC$569,1880.24%601CommonSOLE
M85548101SSYSSTRATASYS LTD$569,1220.24%58,133CommonSOLE
384747101GRALGRAIL INC$565,6340.24%22,147CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$549,7170.24%2,241CommonSOLE
191216100KOCOCA COLA CO$512,5130.22%7,156CommonSOLE
68386H103OPFIOPPFI INC$509,1750.22%54,750CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$507,8000.22%11,237CommonSOLE
30041R108EVEREVERQUOTE INC$504,9960.22%19,282CommonSOLE
87422Q109TLNTALEN ENERGY CORP$499,7740.21%2,503CommonSOLE
92538J106VERXVERTEX INC$494,1310.21%14,114CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$486,7450.21%12,398CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$485,4320.21%65,334CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$485,3690.21%20,497CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$476,6740.20%18,159CommonSOLE
762544104RBBNRIBBON COMMUNICATIONS INC$475,5820.20%121,322CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$474,3990.20%24,593CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$471,2190.20%1,900CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$467,2590.20%85,111CommonSOLE
742718109PGPROCTER AND GAMBLE CO$464,0540.20%2,723CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$456,1760.20%10,126CommonSOLE
478160104JNJJOHNSON & JOHNSON$446,7730.19%2,694CommonSOLE
718172109PMPHILIP MORRIS INTL INC$443,4920.19%2,794CommonSOLE
600551204MLRMILLER INDS INC TENN$439,5460.19%10,374CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$433,3260.19%10,790CommonSOLE
G5S37H101MRXMAREX GROUP PLC$432,4230.19%12,243CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$419,2860.18%15,645CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$418,7140.18%15,485CommonSOLE
925815102VICRVICOR CORP$412,3660.18%8,815CommonSOLE
23292B104HEPSD MARKET ELECTR SVCS & TRADI$412,0470.18%144,578CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$411,5210.18%11,904CommonSOLE
819047101SHAKSHAKE SHACK INC$401,7910.17%4,557CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$393,0000.17%15,000CommonSOLE
831865209AOSSMITH A O CORP$392,1600.17%6,000CommonSOLE
45827U109INTAINTAPP INC$378,3610.16%6,481CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$376,0430.16%25,934CommonSOLE
922908611VBRVANGUARD INDEX FDS$372,5800.16%2,000CommonSOLE
369604301GEGE AEROSPACE$360,8700.15%1,803CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$349,1570.15%7,912CommonSOLE
595112103MUMICRON TECHNOLOGY INC$347,5600.15%4,000CommonSOLE
724479100PBIPITNEY BOWES INC$346,8140.15%38,322CommonSOLE
73931J109AIOTPOWERFLEET INC$341,8400.15%62,266CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$335,6340.14%600PUTSOLE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$332,3780.14%14,972CommonSOLE
548661107LOWLOWES COS INC$332,3530.14%1,425CommonSOLE
M7S750159NYAXNAYAX LTD$331,9330.14%9,806CommonSOLE
89686D303TRVGTRIVAGO N V$328,0000.14%80,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$327,8100.14%3,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$327,7500.14%1,900CommonSOLE
369550108GDGENERAL DYNAMICS CORP$324,0980.14%1,189CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$318,4800.14%6,545CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$313,3430.13%31,747CommonSOLE
03831W108APPAPPLOVIN CORP$305,2450.13%1,152CommonSOLE
713448108PEPPEPSICO INC$300,9300.13%2,007CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$296,2430.13%3,347CommonSOLE
002824100ABTABBOTT LABS$296,0750.13%2,232CommonSOLE
464287507IJHISHARES TR$291,7500.13%5,000CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$285,1650.12%1,470CommonSOLE
52466B103LZLEGALZOOM COM INC$283,9410.12%32,978CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$282,7440.12%4,925CommonSOLE
922908769VTIVANGUARD INDEX FDS$274,8400.12%1,000CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$271,6830.12%9,194CommonSOLE
464287168DVYISHARES TR$268,5800.12%2,000CommonSOLE
124155102BFLYBUTTERFLY NETWORK INC$254,8380.11%111,771CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$252,9770.11%2,300CommonSOLE
70805E109PNTGPENNANT GROUP INC$249,0600.11%9,903CommonSOLE
209115104EDCONSOLIDATED EDISON INC$246,6160.11%2,230CommonSOLE
580135101MCDMCDONALDS CORP$240,8370.10%771CommonSOLE
81684M104SMLRSEMLER SCIENTIFIC INC$232,2950.10%6,417CommonSOLE
G0403H108AONAON PLC$230,6740.10%578CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$226,2900.10%1,000PUTSOLE
172062101CINFCINCINNATI FINL CORP$221,5800.10%1,500CommonSOLE
69376K106RPCP10 INC$218,1040.09%18,562CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$211,6030.09%29,227CommonSOLE
733245104PRCHPORCH GROUP INC$208,9530.09%28,663CommonSOLE
830830105SKYCHAMPION HOMES INC$207,9030.09%2,194CommonSOLE
55406W103LUXEMYT NETHERLANDS PARENT B V$207,1140.09%27,396CommonSOLE
922908629VOVANGUARD INDEX FDS$206,8960.09%800CommonSOLE
58933Y105MRKMERCK & CO INC$205,9090.09%2,294CommonSOLE
88556E102TDUPTHREDUP INC$204,8500.09%85,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$202,2370.09%1,422CommonSOLE
09260D107BXBLACKSTONE INC$200,8040.09%1,437CommonSOLE
55955D100MGNIMAGNITE INC$185,8350.08%16,287CommonSOLE
81758H106SERVSERVE ROBOTICS INC$128,5820.06%22,362CommonSOLE
00218A105ASPIASP ISOTOPES INC$103,1800.04%22,000CommonSOLE
00287Y109ABBVABBVIE INC$41,9040.02%200PUTSOLE
67066G104NVDANVIDIA CORPORATION$21,6760.01%200PUTSOLE
538146101LPSNUSDLIVEPERSON INC$12,7860.01%16,000CommonSOLE

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.