MondegarAI
MYDA Advisors LLC

Q4 2025 · 13F-HR

MYDA Advisors LLCholdings as filed

Filed 2026-02-13 · accession 0001214659-26-001717

$525.1M
Reported value
141
Positions
2025-12-31
Period end
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The Brief · MYDA Advisors LLC · Q4 2025

AI · grounded in 13F

MYDA Advisors LLC closed its position in HON for a reduction of $24.2M. The fund established new positions in IBIT for $24.8M and IWM for $24.6M. Additionally, the fund increased its holdings in AMZN by 116.67% and QQQ by 73.33%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$79.9M15.2%130,000CALLSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$24.8M4.73%500,000PUTSOLE
464287655IWMISHARES TR$24.6M4.69%100,000CALLSOLE
594918104MSFTMICROSOFT CORP$24.2M4.60%50,000CommonSOLE
023135106AMZNAMAZON COM INC$24.0M4.57%104,000CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$19.2M3.66%40,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$17.0M3.24%1,167,000CommonSOLE
G1110E107BHVNBIOHAVEN LTD$14.1M2.69%1,250,000CommonSOLE
278768106SATSECHOSTAR CORP$12.0M2.28%110,000CommonSOLE
91532F102UMACUNUSUAL MACHS INC$10.6M2.03%835,200CommonSOLE
G7257A105PCAPPROCAP ACQUISITION CORP$9.1M1.74%900,000CommonSOLE
65487K100LASRNLIGHT INC$9.0M1.71%239,042CommonSOLE
00206R102TAT&T INC$8.8M1.68%355,069CommonSOLE
46428Q109SLVISHARES SILVER TR$8.4M1.59%130,000CALLSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$7.7M1.47%265,000CommonSOLE
17243V102CNKCINEMARK HLDGS INC$7.3M1.39%315,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7.1M1.35%25,000PUTSOLE
552953101MGMMGM RESORTS INTERNATIONAL$7.0M1.34%193,000CommonSOLE
833445109SNOWSNOWFLAKE INC$6.6M1.25%30,000CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$6.1M1.16%25,000CommonSOLE
30233G209EYPTEYEPOINT INC$5.5M1.04%300,000CommonSOLE
532257805LPTHLIGHTPATH TECHNOLOGIES INC$5.4M1.03%500,000CommonSOLE
88339P101REALTHE REALREAL INC$5.2M0.99%330,000CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$5.2M0.99%20,000CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5.1M0.98%120,000CommonSOLE
60937P106MDBMONGODB INC$5.0M0.96%12,000CommonSOLE
G9456A100GLNGGOLAR LNG LTD$4.8M0.92%130,000CALLSOLE
23804L103DDOGDATADOG INC$4.6M0.88%34,000CommonSOLE
00724F101ADBEADOBE INC$4.5M0.85%12,800CommonSOLE
88080T104WULFTERAWULF INC$4.4M0.83%380,000CommonSOLE
67098H104OIO-I GLASS INC$4.3M0.82%292,620CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$3.8M0.72%400,000CommonSOLE
594972408MSTRSTRATEGY INC$3.8M0.72%25,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$3.7M0.71%20,000CommonSOLE
008073108AVAVAEROVIRONMENT INC$3.6M0.69%15,000CommonSOLE
09062X103BIIBBIOGEN INC$3.3M0.64%19,000CALLSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.3M0.63%20,500CommonSOLE
746228303PCYOPURE CYCLE CORP$3.3M0.63%300,000CommonSOLE
090168105BLLNBILLIONTOONE INC$3.3M0.63%40,200CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$3.2M0.62%34,000CommonSOLE
023634207NWAX/UNEW AMER ACQUISITION I CORP$3.1M0.59%300,000CommonSOLE
G1368E106BLUWBLUE WTR ACQUISITION CORP. I$3.1M0.59%300,000CommonSOLE
268150109DTDYNATRACE INC$3.0M0.58%70,000CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$3.0M0.58%225,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$2.9M0.55%200,000CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.8M0.54%8,000CommonSOLE
G0273J101AEXAAMERICAN EXCEPTIONALISM ACQU$2.7M0.52%240,366CommonSOLE
G6683N103NUNU HLDGS LTD$2.7M0.52%162,000CommonSOLE
G2130T108INFQCHURCHILL CAP CORP X$2.6M0.49%166,000CommonSOLE
21871N101CXWCORECIVIC INC$2.4M0.46%127,000CommonSOLE
464286400EWZISHARES INC$2.4M0.45%75,000CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$2.2M0.42%360,000CommonSOLE
88556E102TDUPTHREDUP INC$2.2M0.41%340,000CommonSOLE
457669307INSMINSMED INC$2.1M0.40%12,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2.1M0.40%12,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.0M0.39%50,000CommonSOLE
G9675P102WLACWILLOW LANE ACQUISITION CORP$2.0M0.39%160,000CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$2.0M0.38%90,000CommonSOLE
G6861F104OYSEOYSTER ENTERPRISES II ACQUIS$2.0M0.38%199,000CommonSOLE
G037AX101AMBAAMBARELLA INC$2.0M0.38%28,000CommonSOLE
009422106AIROAIRO GROUP HLDGS INC$2.0M0.37%240,000CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.9M0.37%10,000CommonSOLE
91532F102UMACUNUSUAL MACHS INC$1.9M0.36%150,000CALLSOLE
G9456A100GLNGGOLAR LNG LTD$1.9M0.35%50,000CommonSOLE
15102K100CELCCELCUITY INC$1.7M0.32%17,000CALLSOLE
84858T772EUADSPINNAKER ETF SERIES$1.7M0.32%40,000CommonSOLE
81762P102NOWSERVICENOW INC$1.7M0.32%11,000CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$1.6M0.31%75,000CommonSOLE
68236H204ONDSONDAS HLDGS INC$1.6M0.30%160,000CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$1.5M0.29%20,000CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$1.5M0.28%60,104CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$1.4M0.26%50,000PUTSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$1.3M0.25%190,000CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$1.3M0.25%50,579CommonSOLE
N44445109IMTXIMMATICS N.V$1.3M0.24%120,000CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$1.3M0.24%100,000CommonSOLE
26884L109EQTEQT CORP$1.2M0.23%22,500CommonSOLE
74350P550ETHDPROSHARES TR$1.2M0.23%24,000CommonSOLE
422704106HLHECLA MNG CO$1.2M0.22%60,000CommonSOLE
266042407DUOTDUOS TECHNOLOGIES GROUP INC$1.1M0.21%100,000CommonSOLE
89400J107TRUTRANSUNION$1.1M0.21%13,000CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$1.1M0.21%50,000CALLSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$1.0M0.20%12,000CALLSOLE
23130Q107CURICURIOSITYSTREAM INC$1.0M0.20%275,000CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$1.0M0.20%15,000CommonSOLE
74291D104PROKPROKIDNEY CORP$985,6000.19%440,000CommonSOLE
M8T80P204NEXNNEXXEN INTL LTD$981,0000.19%150,000CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$879,2000.17%80,000CommonSOLE
12619F104CPSHCPS TECHNOLOGIES CORP$865,2000.16%280,000CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$797,5300.15%173,000CommonSOLE
75644T100RCATRED CAT HLDGS INC$793,0000.15%100,000CommonSOLE
38046C109GOGOGOGO INC$792,2000.15%170,000CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$786,6000.15%15,000PUTSOLE
G5331N119KYIVWKYIVSTAR GROUP LTD$781,2180.15%220,683CommonSOLE
G1331A108BACCBLUE ACQUISITION CORP.$755,5400.14%74,000CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$749,4000.14%60,000CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$749,4000.14%60,000CALLSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$746,7100.14%89,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$732,9000.14%5,000CommonSOLE
30233G209EYPTEYEPOINT INC$730,8000.14%40,000CALLSOLE
G8377R101SVACSPRING VY ACQUISITION CORP I$723,4220.14%71,203CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$706,0000.13%200,000CommonSOLE
70339W104PTRNPATTERN GROUP INC$692,4000.13%60,000CommonSOLE
N4732M103JBSJBS N.V.$692,1600.13%48,000CommonSOLE
227046109CROXCROCS INC$684,1600.13%8,000CommonSOLE
88636W247IONZTIDAL TRUST II$680,1000.13%30,000CommonSOLE
205750409LODECOMSTOCK INC$676,8000.13%180,000CommonSOLE
87043Q108SGSWEETGREEN INC$676,0000.13%100,000CommonSOLE
G5331N101KYIVKYIVSTAR GROUP LTD$649,0000.12%50,000CALLSOLE
049468101TEAMATLASSIAN CORPORATION$567,4900.11%3,500CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$559,2500.11%25,000CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$543,7500.10%3,000CommonSOLE
93148P102WDWALKER & DUNLOP INC$541,3500.10%9,000CommonSOLE
192108504CDECOEUR MNG INC$534,9000.10%30,000CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$517,6000.10%40,000CommonSOLE
53216B104LFMDLIFEMD INC$511,5000.10%150,000CommonSOLE
G01336109AIIAAI INFRASTRUCTURE ACQUISI$497,0000.09%50,000CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$486,9000.09%30,000CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$440,8000.08%40,000CommonSOLE
10258P102LUCKLUCKY STRIKE ENTERTAINMENT C$423,5000.08%50,000CommonSOLE
83304A106SNAPSNAP INC$403,5000.08%50,000CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$368,7500.07%25,000CommonSOLE
237266101DARDARLING INGREDIENTS INC$360,0000.07%10,000CommonSOLE
75776W103RDWREDWIRE CORPORATION$304,0000.06%40,000CommonSOLE
87427V103TALKTALKSPACE INC$290,4000.06%80,000CommonSOLE
23256X407HELPCYBIN INC$245,4000.05%30,000CommonSOLE
254687106DISDISNEY WALT CO$227,5400.04%2,000CommonSOLE
043635804ASTIASCENT SOLAR TECHNOLOGIES IN$205,5000.04%50,000CommonSOLE
89269P103COOKTRAEGER INC$172,8000.03%160,000CommonSOLE
881454110IMSRWTERRESTRIAL ENERGY INC$155,1390.03%73,179CommonSOLE
G7257A121PCAPWPROCAP ACQUISITION CORP$115,6590.02%311,666CommonSOLE
G1110E107BHVNBIOHAVEN LTD$112,9000.02%10,000PUTSOLE
G1368E114BLUWWBLUE WTR ACQUISITION CORP. I$105,7350.02%199,500CommonSOLE
G6861F138OYSEROYSTER ENTERPRISES II ACQUIS$69,8000.01%349,000CommonSOLE
09074F173BIVIWBIOVIE INC$44,7350.01%174,000CommonSOLE
00857U107AGLAGILON HEALTH INC$34,4350.01%50,000CommonSOLE
G1331A116BACCRBLUE ACQUISITION CORP.$32,4100.01%100,000CommonSOLE
G6993G111PELIRPELICAN ACQUISITION CORP$20,0100.00%87,000CommonSOLE
G01336117AIIA-RAI INFRASTRUCTURE ACQUISI$13,0000.00%50,000CommonSOLE
G4791J114INACRINDIGO ACQUISITION CORP$10,0780.00%69,500CommonSOLE
G87890110TVAIRTHAYER VENTURES ACQ CORP II$9,2400.00%44,000CommonSOLE

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.