MondegarAI
Millennium

Q2 2024 · 13F-HR

Millenniumholdings as filed

Filed 2024-08-14 · accession 0001273087-24-000084

$215.93B
Reported value
5,803
Positions
2024-06-30
Period end
View analyzed profile →PRO

The Brief · Millennium · Q2 2024

AI · grounded in 13F

Millennium established a new position in IWM valued at $9.46B. The fund also opened new stakes in NVDA for $8.22B and AAPL for $7.44B. Additional new positions include SPY at $7.22B, QQQ at $5.50B, and MSFT at $4.84B.

Holdings as filed

First 500 of 5803

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$5.52B2.56%27,221,300PUTNONE
67066G104NVDANVIDIA CORPORATION$4.77B2.21%38,629,700PUTNONE
464287655IWMISHARES TR$3.80B1.76%18,738,200CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$3.50B1.62%6,440,300PUTNONE
464287200IVVISHARES TR$3.29B1.52%6,013,175CommonSOLE
46090E103QQQINVESCO QQQ TR$3.18B1.47%6,646,300PUTNONE
037833100AAPLAPPLE INC$3.08B1.42%14,602,600PUTNONE
037833100AAPLAPPLE INC$2.70B1.25%12,809,102CommonSOLE
46090E103QQQINVESCO QQQ TR$2.27B1.05%4,735,500CALLNONE
594918104MSFTMICROSOFT CORP$2.18B1.01%4,881,600PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$2.04B0.94%3,744,800CALLNONE
67066G104NVDANVIDIA CORPORATION$1.87B0.87%15,169,300CALLNONE
02079K305GOOGLALPHABET INC$1.87B0.86%10,253,000PUTNONE
88160R101TSLATESLA INC$1.80B0.83%9,099,800PUTNONE
023135106AMZNAMAZON COM INC$1.76B0.82%9,116,889CommonSOLE
023135106AMZNAMAZON COM INC$1.72B0.80%8,924,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$1.67B0.78%3,075,011CommonSOLE
037833100AAPLAPPLE INC$1.67B0.77%7,935,400CALLNONE
67066G104NVDANVIDIA CORPORATION$1.58B0.73%12,752,118CommonSOLE
30303M102METAMETA PLATFORMS INC$1.37B0.63%2,714,600PUTNONE
594918104MSFTMICROSOFT CORP$1.36B0.63%3,036,873CommonSOLE
594918104MSFTMICROSOFT CORP$1.30B0.60%2,906,900CALLNONE
58933Y105MRKMERCK & CO INC$1.19B0.55%9,585,179CommonSOLE
023135106AMZNAMAZON COM INC$1.17B0.54%6,059,000CALLNONE
464287234EEMISHARES TR$1.10B0.51%25,784,600PUTNONE
007903107AMDADVANCED MICRO DEVICES INC$1.08B0.50%6,647,600PUTNONE
30303M102METAMETA PLATFORMS INC$1.02B0.47%2,030,100CALLNONE
81369Y506XLESELECT SECTOR SPDR TR$977.9M0.45%10,728,100PUTNONE
11135F101AVGOBROADCOM INC$951.3M0.44%592,501CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$829.4M0.38%11,269,383CommonSOLE
949746101WMT2WELLS FARGO CO NEW$817.8M0.38%13,769,630CommonSOLE
464288513HYGISHARES TR$813.5M0.38%10,546,300PUTNONE
931142103WMTWALMART INC$802.0M0.37%11,844,144CommonSOLE
11135F101AVGOBROADCOM INC$790.7M0.37%492,500PUTNONE
88160R101TSLATESLA INC$778.6M0.36%3,934,900CALLNONE
03769M106APOAPOLLO GLOBAL MGMT INC$686.1M0.32%5,810,607CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$674.7M0.31%1,516,708CommonSOLE
30303M102METAMETA PLATFORMS INC$627.0M0.29%1,243,568CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$622.5M0.29%1,222,399CommonSOLE
20825C104COPCONOCOPHILLIPS$620.9M0.29%5,428,126CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$589.0M0.27%11,227,117CommonSOLE
464287234EEMISHARES TR$587.2M0.27%13,787,200CALLNONE
464287465EFAISHARES TR$584.3M0.27%7,459,700PUTNONE
532457108LLYELI LILLY & CO$574.6M0.27%634,700PUTNONE
02079K305GOOGLALPHABET INC$563.7M0.26%3,094,900CALLNONE
717081103PFEPFIZER INC$557.4M0.26%19,921,844CommonSOLE
02079K107GOOGALPHABET INC$540.8M0.25%2,948,226CommonSOLE
16411R208LNGCHENIERE ENERGY INC$534.8M0.25%3,058,920CommonSOLE
060505104BACBANK AMERICA CORP$524.4M0.24%13,186,076CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$509.6M0.24%621,917CommonSOLE
G6683N103NUNU HLDGS LTD$505.2M0.23%39,192,266CommonSOLE
30231G102XOMEXXON MOBIL CORP$503.7M0.23%4,375,700PUTNONE
81369Y407XLYSELECT SECTOR SPDR TR$490.0M0.23%2,686,600PUTNONE
532457108LLYELI LILLY & CO$481.7M0.22%532,038CommonSOLE
02079K305GOOGLALPHABET INC$470.9M0.22%2,585,283CommonSOLE
64110L106NFLXNETFLIX INC$463.7M0.21%687,100PUTNONE
78409V104SPGIS&P GLOBAL INC$463.2M0.21%1,038,499CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$462.1M0.21%6,271,213CommonSOLE
42809H107HESHESS CORP$446.8M0.21%3,028,468CommonSOLE
191216100KOCOCA COLA CO$446.1M0.21%7,009,050CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$440.1M0.20%1,337,987CommonSOLE
11135F101AVGOBROADCOM INC$435.3M0.20%271,100CALLNONE
78463V107GLDSPDR GOLD TR$430.2M0.20%2,001,000CALLNONE
02079K107GOOGALPHABET INC$421.7M0.20%2,299,000CALLNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$415.0M0.19%2,387,868CommonSOLE
12504L109CBRECBRE GROUP INC$413.6M0.19%4,641,195CommonSOLE
166764100CVXCHEVRON CORP NEW$413.5M0.19%2,643,600PUTNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$411.3M0.19%4,320,107CommonSOLE
88579Y101MMM3M CO$406.7M0.19%3,979,398CommonSOLE
30231G102XOMEXXON MOBIL CORP$406.0M0.19%3,526,365CommonSOLE
78464A870XBISPDR SER TR$405.3M0.19%4,371,200PUTNONE
00724F101ADBEADOBE INC$403.6M0.19%726,539CommonSOLE
097023105BABOEING CO$396.6M0.18%2,178,800PUTNONE
46625H100JPMJPMORGAN CHASE & CO.$380.9M0.18%1,883,000PUTNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$380.3M0.18%1,211,999CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$379.7M0.18%5,011,313CommonSOLE
075887109BDXBECTON DICKINSON & CO$377.4M0.17%1,614,996CommonSOLE
701094104PHPARKER-HANNIFIN CORP$376.7M0.17%744,792CommonSOLE
464287184FXIISHARES TR$376.3M0.17%14,480,200CALLNONE
052769106ADSKAUTODESK INC$373.7M0.17%1,510,095CommonSOLE
443573100HUBSHUBSPOT INC$372.8M0.17%632,130CommonSOLE
46438F101IBITISHARES BITCOIN TR$371.3M0.17%10,876,442CommonSOLE
464287432TLTISHARES TR$368.6M0.17%4,016,100CALLNONE
02079K107GOOGALPHABET INC$367.7M0.17%2,004,900PUTNONE
235851102DHRDANAHER CORPORATION$366.3M0.17%1,457,200PUTNONE
03662Q105AKXANSYS INC$363.2M0.17%1,129,800CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$360.1M0.17%2,219,700CALLNONE
438516106HONHONEYWELL INTL INC$351.1M0.16%1,644,271CommonSOLE
949746101WMT2WELLS FARGO CO NEW$349.7M0.16%5,888,500PUTNONE
907818108UNPUNION PAC CORP$338.8M0.16%1,497,347CommonSOLE
37940X102GPNGLOBAL PMTS INC$338.0M0.16%3,495,484CommonSOLE
G25508105CRHCRH PLC$332.5M0.15%4,434,222CommonSOLE
060505104BACBANK AMERICA CORP$331.6M0.15%8,338,400PUTNONE
37045V100GMGENERAL MTRS CO$329.5M0.15%7,092,100PUTNONE
437076102HDHOME DEPOT INC$328.5M0.15%954,200PUTNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$322.5M0.15%5,148,013CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$321.5M0.15%11,893,636CommonSOLE
78464A698KRESPDR SER TR$317.3M0.15%6,461,800PUTNONE
90138F102TWLOTWILIO INC$316.9M0.15%5,579,026CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$312.7M0.14%565,421CommonSOLE
172967424CCITIGROUP INC$309.1M0.14%4,871,400PUTNONE
670100205NVONOVO-NORDISK A S$309.1M0.14%2,165,605CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$309.1M0.14%606,900PUTNONE
00724F101ADBEADOBE INC$307.9M0.14%554,200PUTNONE
78463V107GLDSPDR GOLD TR$306.2M0.14%1,424,000PUTNONE
617446448MSMORGAN STANLEY$298.2M0.14%3,068,300PUTNONE
G1151C101ACNACCENTURE PLC IRELAND$297.6M0.14%980,902CommonSOLE
15135U109CVECENOVUS ENERGY INC$297.5M0.14%15,132,834CommonSOLE
79466L302CRMSALESFORCE INC$294.9M0.14%1,147,200PUTNONE
036752103ELVELEVANCE HEALTH INC$294.3M0.14%543,201CommonSOLE
780259305SHELSHELL PLC$294.0M0.14%4,073,232CommonSOLE
98138H101WDAYWORKDAY INC$292.0M0.14%1,306,077CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$290.9M0.13%743,631CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$286.4M0.13%1,415,800CALLNONE
595112103MUMICRON TECHNOLOGY INC$283.0M0.13%2,151,975CommonSOLE
G29183103ETNEATON CORP PLC$282.2M0.13%900,082CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$280.7M0.13%267,032CommonSOLE
267475101DYDYCOM INDS INC$275.3M0.13%1,631,453CommonSOLE
778296103ROSTROSS STORES INC$273.9M0.13%1,884,784CommonSOLE
254687106DISDISNEY WALT CO$273.0M0.13%2,749,200PUTNONE
88339J105TTDTHE TRADE DESK INC$272.7M0.13%2,791,958CommonSOLE
747525103QCOMQUALCOMM INC$272.0M0.13%1,365,800PUTNONE
G4705A100ICLRICON PLC$271.3M0.13%865,357CommonSOLE
69047Q102OVVOVINTIV INC$269.9M0.13%5,759,466CommonSOLE
92826C839VVISA INC$269.0M0.12%1,024,978CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$268.6M0.12%3,843,081CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$267.7M0.12%3,683,090CommonSOLE
30231G102XOMEXXON MOBIL CORP$267.1M0.12%2,320,200CALLNONE
20030N101CMCSACOMCAST CORP NEW$264.4M0.12%6,752,247CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$264.0M0.12%649,014CommonSOLE
00206R102TAT&T INC$261.3M0.12%13,674,359CommonSOLE
722304102PDDPDD HOLDINGS INC$258.8M0.12%1,946,934CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$255.2M0.12%546,379CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$249.8M0.12%1,272,552CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$247.9M0.11%6,029,500PUTNONE
929160109VMCVULCAN MATLS CO$243.9M0.11%980,641CommonSOLE
878742204TECKTECK RESOURCES LTD$242.7M0.11%5,067,585CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$242.5M0.11%549,658CommonSOLE
002824100ABTABBOTT LABS$241.9M0.11%2,328,311CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$241.8M0.11%1,848,364CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$240.8M0.11%1,759,028CommonSOLE
172908105CTASCINTAS CORP$240.0M0.11%342,795CommonSOLE
64110L106NFLXNETFLIX INC$238.7M0.11%353,734CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$238.0M0.11%280,000PUTNONE
254687106DISDISNEY WALT CO$237.8M0.11%2,394,637CommonSOLE
722304102PDDPDD HOLDINGS INC$237.4M0.11%1,785,600PUTNONE
174610105CFGCITIZENS FINL GROUP INC$237.2M0.11%6,582,909CommonSOLE
172967424CCITIGROUP INC$235.5M0.11%3,710,982CommonSOLE
461202103INTUINTUIT$233.1M0.11%354,700PUTNONE
03990B101ARESARES MANAGEMENT CORPORATION$231.7M0.11%1,738,148CommonSOLE
37045V100GMGENERAL MTRS CO$231.4M0.11%4,980,963CommonSOLE
78468R556XOPSPDR SER TR$229.6M0.11%1,578,500PUTNONE
148806102CTLTEURCATALENT INC$229.4M0.11%4,079,964CommonSOLE
98389B100XELXCEL ENERGY INC$229.2M0.11%4,290,943CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$226.6M0.10%14,370,699CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$226.3M0.10%233,810CommonSOLE
G7S00T104PNRPENTAIR PLC$225.8M0.10%2,944,812CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$224.2M0.10%210,502CommonSOLE
126408103CSXCSX CORP$223.7M0.10%6,686,687CommonSOLE
032095101APHAMPHENOL CORP NEW$223.2M0.10%3,312,963CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$219.9M0.10%5,649,169CommonSOLE
038222105AMATAPPLIED MATLS INC$219.7M0.10%931,000PUTNONE
12572Q105CMECME GROUP INC$219.1M0.10%1,114,633CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$217.3M0.10%1,121,997CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$216.1M0.10%477,700PUTNONE
879369106TFXTELEFLEX INCORPORATED$215.7M0.10%1,025,542CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$215.4M0.10%2,901,537CommonSOLE
92826C839VVISA INC$215.0M0.10%819,300PUTNONE
64110L106NFLXNETFLIX INC$214.5M0.10%317,900CALLNONE
09247X101BLKCHFBLACKROCK INC$214.5M0.10%272,479CommonSOLE
532457108LLYELI LILLY & CO$213.2M0.10%235,500CALLNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$213.1M0.10%3,399,874CommonSOLE
31428X106FDXFEDEX CORP$212.9M0.10%709,964CommonSOLE
88033G407THCTENET HEALTHCARE CORP$208.2M0.10%1,564,937CommonSOLE
770323103RHIROBERT HALF INC.$208.0M0.10%3,251,577CommonSOLE
444859102HUMHUMANA INC$207.7M0.10%555,936CommonSOLE
852234103XYZBLOCK INC$207.7M0.10%3,220,575CommonSOLE
629377508NRGNRG ENERGY INC$206.0M0.10%2,645,236CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$205.5M0.10%2,331,514CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$205.2M0.10%2,784,600PUTNONE
369604301GEGE AEROSPACE$205.1M0.09%1,290,142CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$205.1M0.09%2,113,274CommonSOLE
143658300CCL1EURCARNIVAL CORP$204.7M0.09%10,935,067CommonSOLE
025816109AXPAMERICAN EXPRESS CO$203.4M0.09%878,500PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$202.8M0.09%498,600CALLNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$201.2M0.09%5,968,705CommonSOLE
29364G103ETRENTERGY CORP NEW$200.8M0.09%1,876,672CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$200.4M0.09%95,185,000CommonSOLE
747525103QCOMQUALCOMM INC$198.8M0.09%998,000CALLNONE
81369Y605XLFSELECT SECTOR SPDR TR$198.5M0.09%4,829,300CALLNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$197.1M0.09%12,128,177CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$197.1M0.09%2,162,000CALLNONE
20825C104COPCONOCOPHILLIPS$196.0M0.09%1,713,800PUTNONE
35671D857FCXFREEPORT-MCMORAN INC$195.4M0.09%4,021,407CommonSOLE
30034W106EVRGEVERGY INC$195.1M0.09%3,683,000CommonSOLE
464287184FXIISHARES TR$194.6M0.09%7,486,000PUTNONE
22160K105COSTCOSTCO WHSL CORP NEW$191.3M0.09%225,087CommonSOLE
36828A101GEVGE VERNOVA INC$191.3M0.09%1,115,454CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$190.1M0.09%343,700PUTNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$189.2M0.09%5,059,047CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$188.8M0.09%433,033CommonSOLE
464287465EFAISHARES TR$188.3M0.09%2,403,400CALLNONE
695156109PKGPACKAGING CORP AMER$187.6M0.09%1,027,585CommonSOLE
191098102COKECOCA COLA CONS INC$187.5M0.09%172,788CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$186.8M0.09%3,844,300PUTNONE
893641100TDGTRANSDIGM GROUP INC$186.7M0.09%146,121CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$186.6M0.09%2,155,537CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$184.8M0.09%545,200PUTNONE
464288513HYGISHARES TR$184.5M0.09%2,391,600CALLNONE
833445109SNOWSNOWFLAKE INC$184.4M0.09%1,365,238CommonSOLE
40415F101HDBHDFC BANK LTD$184.3M0.09%2,864,145CommonSOLE
580135101MCDMCDONALDS CORP$183.9M0.09%721,500PUTNONE
65473P105NINISOURCE INC$183.6M0.09%6,374,053CommonSOLE
031162100AMGNAMGEN INC$183.0M0.08%585,800PUTNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$181.7M0.08%2,900,000PUTNONE
23804L103DDOGDATADOG INC$181.5M0.08%1,399,491CommonSOLE
632307104NTRANATERA INC$181.3M0.08%1,674,165CommonSOLE
81762P102NOWSERVICENOW INC$178.5M0.08%226,900PUTNONE
487836108KKELLANOVA$178.4M0.08%3,093,639CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$178.1M0.08%5,331,192CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$178.0M0.08%2,721,562CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$177.7M0.08%887,445CommonSOLE
023608102AEEAMEREN CORP$177.6M0.08%2,498,158CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$177.1M0.08%379,100PUTNONE
595112103MUMICRON TECHNOLOGY INC$176.5M0.08%1,342,100PUTNONE
913903100UHSUNIVERSAL HLTH SVCS INC$176.0M0.08%951,881CommonSOLE
949746101WMT2WELLS FARGO CO NEW$175.6M0.08%2,956,400CALLNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$175.0M0.08%430,100PUTNONE
23331A109DHID R HORTON INC$174.8M0.08%1,240,612CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$174.8M0.08%4,793,809CommonSOLE
375558103GILDGILEAD SCIENCES INC$174.3M0.08%2,540,190CommonSOLE
00287Y109ABBVABBVIE INC$174.1M0.08%1,015,100PUTNONE
253868103DLRDIGITAL RLTY TR INC$174.0M0.08%1,144,049CommonSOLE
291011104EMREMERSON ELEC CO$173.1M0.08%1,570,936CommonSOLE
464287432TLTISHARES TR$170.2M0.08%1,854,000PUTNONE
58733R102MELIMERCADOLIBRE INC$169.8M0.08%103,300PUTNONE
931142103WMTWALMART INC$169.6M0.08%2,505,300PUTNONE
81762P102NOWSERVICENOW INC$169.3M0.08%215,176CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$169.2M0.08%42,700PUTNONE
654106103NKENIKE INC$168.7M0.08%2,238,892CommonSOLE
89400J107TRUTRANSUNION$168.6M0.08%2,274,116CommonSOLE
244199105DEDEERE & CO$168.2M0.08%450,300PUTNONE
00287Y109ABBVABBVIE INC$168.1M0.08%980,232CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$167.7M0.08%24,923,413CommonSOLE
343412102FLRFLUOR CORP NEW$167.3M0.08%3,842,308CommonSOLE
92826C839VVISA INC$167.1M0.08%636,800CALLNONE
70450Y103PYPLPAYPAL HLDGS INC$167.1M0.08%2,878,785CommonSOLE
464287242LQDISHARES TR$166.0M0.08%1,550,000PUTNONE
437076102HDHOME DEPOT INC$165.5M0.08%480,843CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$165.4M0.08%1,133,508CommonSOLE
806857108SLBSCHLUMBERGER LTD$164.9M0.08%3,494,282CommonSOLE
009066101ABNBAIRBNB INC$163.9M0.08%1,081,100PUTNONE
617446448MSMORGAN STANLEY$163.3M0.08%1,680,185CommonSOLE
974155103WINGWINGSTOP INC$162.0M0.08%383,184CommonSOLE
380237107GDDYGODADDY INC$161.4M0.07%1,155,129CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$161.2M0.07%1,037,030CommonSOLE
96145D105WRKUSDWESTROCK CO$161.2M0.07%3,206,821CommonSOLE
74164M108PRIPRIMERICA INC$161.1M0.07%680,961CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$160.9M0.07%189,300CALLNONE
060505104BACBANK AMERICA CORP$160.8M0.07%4,042,300CALLNONE
040413106ANETEURARISTA NETWORKS INC$160.3M0.07%457,448CommonSOLE
387328107GVAGRANITE CONSTR INC$159.2M0.07%2,569,319CommonSOLE
651639106NEMNEWMONT CORP$157.6M0.07%3,763,993CommonSOLE
478160104JNJJOHNSON & JOHNSON$157.4M0.07%1,076,973CommonSOLE
G5960L103MDTMEDTRONIC PLC$156.6M0.07%1,989,214CommonSOLE
872657101TPGTPG INC$156.2M0.07%3,768,113CommonSOLE
452327109ILMNILLUMINA INC$155.1M0.07%1,485,599CommonSOLE
98419M100XYLXYLEM INC$154.5M0.07%1,138,880CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$154.3M0.07%2,447,500PUTNONE
80105N105SNYSANOFI$153.0M0.07%3,153,601CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$152.4M0.07%90,531CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$152.3M0.07%4,330,233CommonSOLE
G5509L101LIVNLIVANOVA PLC$152.2M0.07%2,775,981CommonSOLE
78464A870XBISPDR SER TR$152.1M0.07%1,640,400CALLNONE
377322102GKOSGLAUKOS CORP$151.2M0.07%1,277,931CommonSOLE
127097103CTRACOTERRA ENERGY INC$151.0M0.07%5,660,469CommonSOLE
68389X105ORCLORACLE CORP$150.1M0.07%1,063,000PUTNONE
01609W102BABAALIBABA GROUP HLDG LTD$149.9M0.07%2,081,767CommonSOLE
747525103QCOMQUALCOMM INC$149.6M0.07%751,092CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$149.2M0.07%1,338,600CommonSOLE
466313103JBLJABIL INC$148.9M0.07%1,369,111CommonSOLE
78468R556XOPSPDR SER TR$148.5M0.07%1,020,600CALLNONE
097023105BABOEING CO$147.9M0.07%812,400CALLNONE
03073E105CORCENCORA INC$147.1M0.07%653,011CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$146.1M0.07%722,485CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$144.9M0.07%8,970,064CommonSOLE
038222105AMATAPPLIED MATLS INC$144.8M0.07%613,604CommonSOLE
902653104UDRUDR INC$144.0M0.07%3,499,150CommonSOLE
N07059210ASMLASML HOLDING N V$143.7M0.07%140,500PUTNONE
69331C108PCGPG&E CORP$143.2M0.07%8,199,744CommonSOLE
81211K100SDASEALED AIR CORP NEW$143.1M0.07%4,114,281CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$142.4M0.07%941,248CommonSOLE
009066101ABNBAIRBNB INC$141.9M0.07%935,611CommonSOLE
020002101ALLALLSTATE CORP$141.8M0.07%888,198CommonSOLE
456788108INFYINFOSYS LTD$141.5M0.07%7,601,073CommonSOLE
91913Y100VLOVALERO ENERGY CORP$141.5M0.07%902,800PUTNONE
580135101MCDMCDONALDS CORP$141.4M0.07%555,000CALLNONE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$139.9M0.06%66,974,000CommonSOLE
55354G100MSCIMSCI INC$139.6M0.06%289,695CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$139.4M0.06%3,380,704CommonSOLE
29977A105EVREVERCORE INC$138.7M0.06%665,572CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$138.7M0.06%1,984,300PUTNONE
83304A106SNAPSNAP INC$138.1M0.06%8,312,938CommonSOLE
74736K101QRVOQORVO INC$137.0M0.06%1,180,996CommonSOLE
464287655IWMISHARES TR$136.8M0.06%674,191CommonSOLE
68389X105ORCLORACLE CORP$136.7M0.06%968,029CommonSOLE
742718109PGPROCTER AND GAMBLE CO$136.6M0.06%828,200CALLNONE
28414H103ELANELANCO ANIMAL HEALTH INC$135.9M0.06%9,418,029CommonSOLE
166764100CVXCHEVRON CORP NEW$134.8M0.06%862,000CALLNONE
482480100KLACKLA CORP$134.2M0.06%162,733CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$134.0M0.06%1,292,854CommonSOLE
526107107LIILENNOX INTL INC$134.0M0.06%250,489CommonSOLE
464287242LQDISHARES TR$133.9M0.06%1,250,000CALLNONE
58933Y105MRKMERCK & CO INC$133.6M0.06%1,079,300CALLNONE
931142103WMTWALMART INC$132.8M0.06%1,961,800CALLNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$132.7M0.06%1,082,017CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$132.4M0.06%5,735,933CommonSOLE
00287Y109ABBVABBVIE INC$132.1M0.06%770,400CALLNONE
717081103PFEPFIZER INC$132.0M0.06%4,718,600PUTNONE
17888H103CIVICIVITAS RESOURCES INC$131.6M0.06%1,907,642CommonSOLE
882508104TXNTEXAS INSTRS INC$131.5M0.06%676,000PUTNONE
07831C103BRBRBELLRING BRANDS INC$131.2M0.06%2,296,894CommonSOLE
832696405SJMSMUCKER J M CO$131.1M0.06%1,202,476CommonSOLE
172967424CCITIGROUP INC$131.0M0.06%2,063,900CALLNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$130.8M0.06%547,923CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$130.0M0.06%2,240,600PUTNONE
91913Y100VLOVALERO ENERGY CORP$129.9M0.06%828,400CALLNONE
74834L100DGXQUEST DIAGNOSTICS INC$129.8M0.06%948,634CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$129.7M0.06%393,857CommonSOLE
013091103ACIALBERTSONS COS INC$129.6M0.06%6,559,676CommonSOLE
46187W107INVHINVITATION HOMES INC$128.8M0.06%3,588,233CommonSOLE
751212101RLRALPH LAUREN CORP$127.8M0.06%730,021CommonSOLE
23804L103DDOGDATADOG INC$127.8M0.06%985,200PUTNONE
60937P106MDBMONGODB INC$127.7M0.06%510,926CommonSOLE
88339J105TTDTHE TRADE DESK INC$127.5M0.06%1,305,000PUTNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$127.2M0.06%1,329,496CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$127.1M0.06%329,319CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$126.9M0.06%249,100CALLNONE
682680103OKEONEOK INC NEW$126.8M0.06%1,555,214CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$126.7M0.06%5,986,758CommonSOLE
87612E106TGTTARGET CORP$126.5M0.06%854,606CommonSOLE
099724106BWABORGWARNER INC$126.4M0.06%3,921,324CommonSOLE
34354P105FLSFLOWSERVE CORP$126.3M0.06%2,624,919CommonSOLE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$126.2M0.06%118,269,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$126.0M0.06%4,973,308CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$125.7M0.06%739,398CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$125.0M0.06%804,219CommonSOLE
N72482149QIAGEN NV$124.4M0.06%3,026,397CommonSOLE
50212V100LPLALPL FINL HLDGS INC$123.8M0.06%443,095CommonSOLE
460146103IPINTERNATIONAL PAPER CO$122.8M0.06%2,846,682CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$122.8M0.06%278,300CALLNONE
595112103MUMICRON TECHNOLOGY INC$122.6M0.06%931,900CALLNONE
57636Q104MAMASTERCARD INCORPORATED$121.6M0.06%275,600PUTNONE
594972408MSTRMICROSTRATEGY INC$121.1M0.06%87,944CommonSOLE
75513E101RTXRTX CORPORATION$121.1M0.06%1,206,100PUTNONE
718172109PMPHILIP MORRIS INTL INC$120.7M0.06%1,190,723CommonSOLE
743315103PGRPROGRESSIVE CORP$120.4M0.06%579,553CommonSOLE
00724F101ADBEADOBE INC$120.2M0.06%216,300CALLNONE
039483102ADMARCHER DANIELS MIDLAND CO$119.4M0.06%1,974,488CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$119.2M0.06%1,636,023CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$119.1M0.06%113,300PUTNONE
929740108WABWABTEC$118.5M0.05%749,784CommonSOLE
34959E109FTNTFORTINET INC$118.2M0.05%1,961,645CommonSOLE
56585A102MPCMARATHON PETE CORP$117.6M0.05%678,142CommonSOLE
855244109SBUXSTARBUCKS CORP$117.2M0.05%1,505,213CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$116.8M0.05%696,488CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$116.7M0.05%1,756,415CommonSOLE
742718109PGPROCTER AND GAMBLE CO$116.1M0.05%703,942CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$116.0M0.05%1,839,340CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$115.2M0.05%710,007CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$115.0M0.05%833,838CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$114.9M0.05%2,793,792CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$114.4M0.05%647,801CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$113.4M0.05%875,154CommonSOLE
912008109USFDUS FOODS HLDG CORP$113.2M0.05%2,136,903CommonSOLE
038222105AMATAPPLIED MATLS INC$112.5M0.05%476,600CALLNONE
81369Y803XLKSELECT SECTOR SPDR TR$112.3M0.05%496,200PUTNONE
617446448MSMORGAN STANLEY$111.8M0.05%1,150,500CALLNONE
79466L302CRMSALESFORCE INC$111.7M0.05%434,500CALLNONE
452308109ITWILLINOIS TOOL WKS INC$111.4M0.05%470,210CommonSOLE
447011107HUNHUNTSMAN CORP$111.4M0.05%4,891,928CommonSOLE
565849106MRO*MARATHON OIL CORP$111.1M0.05%3,876,353CommonSOLE
G98239109XPXP INC$111.1M0.05%6,315,457CommonSOLE
882508104TXNTEXAS INSTRS INC$110.9M0.05%570,200CALLNONE
G87110105FTITECHNIPFMC PLC$110.2M0.05%4,213,691CommonSOLE
806857108SLBSCHLUMBERGER LTD$110.1M0.05%2,333,400PUTNONE
42809H107HESHESS CORP$109.9M0.05%745,000PUTNONE
302130109EXPDEXPEDITORS INTL WASH INC$109.9M0.05%880,375CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$109.8M0.05%794,176CommonSOLE
40412C101HCAHCA HEALTHCARE INC$109.2M0.05%339,900PUTNONE
090040106BILIBILIBILI INC$109.2M0.05%7,070,197CommonSOLE
816850101SMTCSEMTECH CORP$109.0M0.05%3,646,449CommonSOLE
031162100AMGNAMGEN INC$109.0M0.05%348,700CALLNONE
26614N102DDDUPONT DE NEMOURS INC$108.4M0.05%1,346,348CommonSOLE
871607107SNPSSYNOPSYS INC$108.3M0.05%182,009CommonSOLE
366651107ITGARTNER INC$108.2M0.05%240,949CommonSOLE
75513E101RTXRTX CORPORATION$108.1M0.05%1,076,600CALLNONE
01741R102ATIATI INC$107.8M0.05%1,944,919CommonSOLE
437076102HDHOME DEPOT INC$107.8M0.05%313,200CALLNONE
01609W102BABAALIBABA GROUP HLDG LTD$107.8M0.05%1,497,000PUTNONE
81369Y886XLUSELECT SECTOR SPDR TR$107.7M0.05%1,580,300PUTNONE
69374H857CALFPACER FDS TR$107.7M0.05%2,471,823CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$107.6M0.05%4,399,012CommonSOLE
443201108HWMHOWMET AEROSPACE INC$107.5M0.05%1,385,249CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$107.1M0.05%443,684CommonSOLE
713448108PEPPEPSICO INC$106.4M0.05%645,100PUTNONE
464287622IWBISHARES TR$106.4M0.05%357,509CommonSOLE
550021109LULULULULEMON ATHLETICA INC$106.0M0.05%354,985CommonSOLE
45104G104IBNICICI BANK LIMITED$105.9M0.05%3,677,059CommonSOLE
816851109SRESEMPRA$105.9M0.05%1,392,314CommonSOLE
693506107PPGPPG INDS INC$105.6M0.05%838,568CommonSOLE
37959E102GLGLOBE LIFE INC$105.3M0.05%1,279,818CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$105.2M0.05%120,511,000CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$104.9M0.05%400,050CommonSOLE
609207105MDLZMONDELEZ INTL INC$104.7M0.05%1,600,600CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$104.6M0.05%8,061,864CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$104.4M0.05%351,106CommonSOLE
199908104FIXCOMFORT SYS USA INC$104.2M0.05%342,724CommonSOLE
654106103NKENIKE INC$103.8M0.05%1,377,400PUTNONE
15872M104APY1EURCHAMPIONX CORPORATION$103.6M0.05%3,120,847CommonSOLE
25754A201DPZDOMINOS PIZZA INC$103.5M0.05%200,439CommonSOLE
98980G102ZSZSCALER INC$103.5M0.05%538,340CommonSOLE
632307AB0NTRA 2.25 05/01/27NATERA INC$103.4M0.05%36,365,000CommonSOLE
406216101HALHALLIBURTON CO$103.3M0.05%3,058,700PUTNONE
911312106UPSUNITED PARCEL SERVICE INC$103.3M0.05%754,614CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$103.2M0.05%1,346,576CommonSOLE
493267108KEYKEYCORP$102.8M0.05%7,235,871CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$102.6M0.05%6,587,348CommonSOLE
68389X105ORCLORACLE CORP$101.9M0.05%721,500CALLNONE
925652109VICIVICI PPTYS INC$101.8M0.05%3,555,890CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$101.8M0.05%1,351,346CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$101.3M0.05%2,137,058CommonSOLE
86614U1007SUSUMMIT MATLS INC$100.8M0.05%2,753,816CommonSOLE
478160104JNJJOHNSON & JOHNSON$100.7M0.05%689,200CALLNONE
482480100KLACKLA CORP$100.6M0.05%122,000PUTNONE
882681109TXRHTEXAS ROADHOUSE INC$100.1M0.05%583,009CommonSOLE
200340107CMACOMERICA INC$99.9M0.05%1,956,654CommonSOLE
345370860FFORD MTR CO DEL$98.7M0.05%7,873,500PUTNONE
92840M102VSTVISTRA CORP$98.6M0.05%1,146,739CommonSOLE
67059N108NTNXNUTANIX INC$98.6M0.05%1,733,899CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$98.4M0.05%217,532CommonSOLE
683344105ONTOONTO INNOVATION INC$98.3M0.05%447,844CommonSOLE
98138H101WDAYWORKDAY INC$98.2M0.05%439,400PUTNONE
21871X109CRBGCOREBRIDGE FINL INC$98.2M0.05%3,371,400PUTNONE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$98.2M0.05%30,389,000CommonSOLE
418100103HCP2EURHASHICORP INC$96.8M0.04%2,872,043CommonSOLE
668771108GENGEN DIGITAL INC$96.7M0.04%3,872,381CommonSOLE
438516106HONHONEYWELL INTL INC$96.5M0.04%452,000PUTNONE
278865100ECLECOLAB INC$96.5M0.04%405,282CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$95.9M0.04%1,245,000PUTNONE
149123101CATCATERPILLAR INC$95.9M0.04%287,801CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$95.4M0.04%2,523,213CommonSOLE
759916109RGENREPLIGEN CORP$95.3M0.04%756,118CommonSOLE
574795100MASIMASIMO CORP$94.9M0.04%753,743CommonSOLE
617700109MORNMORNINGSTAR INC$94.7M0.04%320,186CommonSOLE
H11356104BGBUNGE GLOBAL SA$94.6M0.04%885,617CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$94.3M0.04%913,444CommonSOLE
440452100HRLHORMEL FOODS CORP$94.2M0.04%3,089,868CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$94.2M0.04%75,150,000CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$93.4M0.04%2,733,703CommonSOLE
379577208GMEDGLOBUS MED INC$93.4M0.04%1,363,834CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$93.4M0.04%4,765,627CommonSOLE
358039105FRPTFRESHPET INC$93.0M0.04%718,783CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$93.0M0.04%1,278,900PUTNONE
983793100XPOXPO INC$92.4M0.04%870,528CommonSOLE
72352L106PINSPINTEREST INC$92.2M0.04%2,092,600PUTNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$92.1M0.04%1,118,724CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$91.8M0.04%528,100PUTNONE
43283X105HGVHILTON GRAND VACATIONS INC$91.8M0.04%2,269,405CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$91.7M0.04%3,590,968CommonSOLE
693718108PCARPACCAR INC$91.4M0.04%888,219CommonSOLE
565394103CARTMAPLEBEAR INC$91.2M0.04%2,838,772CommonSOLE
872540109TJXTJX COS INC NEW$91.2M0.04%828,451CommonSOLE
742718109PGPROCTER AND GAMBLE CO$91.2M0.04%552,700PUTNONE
780087102RYROYAL BK CDA$91.1M0.04%625,500CALLNONE
146869102CVNACARVANA CO$91.0M0.04%707,119CommonSOLE
67077M108NTRNUTRIEN LTD$90.7M0.04%1,781,724CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$90.5M0.04%400,200CALLNONE
803607100SRPTSAREPTA THERAPEUTICS INC$90.4M0.04%572,275CommonSOLE
74340W103PLDPROLOGIS INC.$90.3M0.04%803,768CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$89.8M0.04%437,266CommonSOLE
55087P104LYFTLYFT INC$89.1M0.04%6,317,319CommonSOLE
254687106DISDISNEY WALT CO$88.9M0.04%895,400CALLNONE
89417E109TRVTRAVELERS COMPANIES INC$88.4M0.04%434,823CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$88.4M0.04%1,190,600CALLNONE
277432100EMNEASTMAN CHEM CO$88.1M0.04%899,470CommonSOLE
09260D107BXBLACKSTONE INC$88.0M0.04%711,100PUTNONE
N6596X109NXPINXP SEMICONDUCTORS N V$87.9M0.04%326,610CommonSOLE
398438408GRFSGRIFOLS S A$87.8M0.04%13,924,646CommonSOLE
88160R101TSLATESLA INC$87.1M0.04%440,335CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$86.9M0.04%1,174,404CommonSOLE
194014502ENOVENOVIS CORPORATION$86.7M0.04%1,919,235CommonSOLE
34959J108FTVFORTIVE CORP$86.7M0.04%1,170,368CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$86.3M0.04%444,166CommonSOLE
92940WAD1WIX 0 08/15/25WIX COM LTD$85.9M0.04%91,853,000CommonSOLE
69351T106PPLPPL CORP$85.8M0.04%3,101,494CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$85.4M0.04%286,193CommonSOLE
29476L107EQREQUITY RESIDENTIAL$85.2M0.04%1,228,735CommonSOLE
256746108DLTRDOLLAR TREE INC$85.0M0.04%795,752CommonSOLE
268150109DTDYNATRACE INC$84.5M0.04%1,888,110CommonSOLE

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.