MondegarAI
Millennium

Q3 2024 · 13F-HR

Millenniumholdings as filed

Filed 2024-11-14 · accession 0001273087-24-000118

$210.88B
Reported value
6,030
Positions
2024-09-30
Period end
View analyzed profile →PRO

The Brief · Millennium · Q3 2024

AI · grounded in 13F

Millennium established a new position in SPY valued at $10.28B. The fund also initiated new stakes in IWM for $9.90B and NVDA for $6.54B. Additional new positions include QQQ at $5.75B, AAPL at $5.70B, and MSFT at $5.15B.

Holdings as filed

First 500 of 6030

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$5.76B2.73%26,080,500PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$4.98B2.36%8,684,100PUTNONE
46090E103QQQINVESCO QQQ TR$4.17B1.98%8,535,900PUTNONE
464287655IWMISHARES TR$3.98B1.89%18,008,200CALLNONE
67066G104NVDANVIDIA CORPORATION$3.70B1.76%30,503,200PUTNONE
037833100AAPLAPPLE INC$3.48B1.65%14,949,800PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$3.19B1.51%5,566,606CommonSOLE
464287200IVVISHARES TR$2.77B1.31%4,803,669CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.11B1.00%3,669,600CALLNONE
594918104MSFTMICROSOFT CORP$1.98B0.94%4,596,363CommonSOLE
037833100AAPLAPPLE INC$1.93B0.92%8,287,400CALLNONE
594918104MSFTMICROSOFT CORP$1.86B0.88%4,313,600PUTNONE
30303M102METAMETA PLATFORMS INC$1.81B0.86%3,161,200PUTNONE
67066G104NVDANVIDIA CORPORATION$1.48B0.70%12,172,500CALLNONE
88160R101TSLATESLA INC$1.47B0.70%5,615,000PUTNONE
46090E103QQQINVESCO QQQ TR$1.44B0.68%2,952,900CALLNONE
023135106AMZNAMAZON COM INC$1.42B0.67%7,600,500PUTNONE
67066G104NVDANVIDIA CORPORATION$1.35B0.64%11,150,045CommonSOLE
594918104MSFTMICROSOFT CORP$1.32B0.62%3,061,200CALLNONE
02079K305GOOGLALPHABET INC$1.30B0.62%7,849,700PUTNONE
30303M102METAMETA PLATFORMS INC$1.13B0.53%1,965,700CALLNONE
464287234EEMISHARES TR$1.05B0.50%22,907,100PUTNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.03B0.49%2,801,539CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$961.5M0.46%5,859,900PUTNONE
101137107BSXBOSTON SCIENTIFIC CORP$910.0M0.43%11,359,732CommonSOLE
532457108LLYELI LILLY & CO$877.3M0.42%990,209CommonSOLE
88160R101TSLATESLA INC$852.8M0.40%3,259,700CALLNONE
46438F101IBITISHARES BITCOIN TRUST ETF$849.0M0.40%23,498,001CommonSOLE
11135F101AVGOBROADCOM INC$818.6M0.39%4,745,300PUTNONE
464288513HYGISHARES TR$771.2M0.37%9,604,600PUTNONE
30303M102METAMETA PLATFORMS INC$765.8M0.36%1,337,724CommonSOLE
023135106AMZNAMAZON COM INC$675.9M0.32%3,627,700CALLNONE
464287234EEMISHARES TR$667.1M0.32%14,547,500CALLNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$644.1M0.31%11,599,511CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$606.2M0.29%5,712,800PUTNONE
03769M106APOAPOLLO GLOBAL MGMT INC$604.5M0.29%4,839,726CommonSOLE
G5960L103MDTMEDTRONIC PLC$559.8M0.27%6,217,469CommonSOLE
30231G102XOMEXXON MOBIL CORP$555.7M0.26%4,740,400PUTNONE
42809H107HESHESS CORP$551.3M0.26%4,059,715CommonSOLE
949746101WMT2WELLS FARGO CO NEW$535.4M0.25%9,478,169CommonSOLE
464287465EFAISHARES TR$533.4M0.25%6,378,100PUTNONE
01609W102BABAALIBABA GROUP HLDG LTD$503.5M0.24%4,744,200CALLNONE
11135F101AVGOBROADCOM INC$498.7M0.24%2,890,900CALLNONE
81369Y407XLYSELECT SECTOR SPDR TR$493.1M0.23%2,460,700PUTNONE
64110L106NFLXNETFLIX INC$489.7M0.23%690,400PUTNONE
78464A870XBISPDR SER TR$475.6M0.23%4,813,700PUTNONE
02079K305GOOGLALPHABET INC$458.1M0.22%2,761,929CommonSOLE
98138H101WDAYWORKDAY INC$450.4M0.21%1,842,963CommonSOLE
75513E101RTXRTX CORPORATION$449.2M0.21%3,707,746CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$448.0M0.21%5,102,900PUTNONE
717081103PFEPFIZER INC$447.8M0.21%15,473,329CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$438.5M0.21%1,240,599CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$436.5M0.21%9,631,400PUTNONE
02079K305GOOGLALPHABET INC$431.1M0.20%2,599,300CALLNONE
46625H100JPMJPMORGAN CHASE & CO.$430.8M0.20%2,042,900PUTNONE
464287184FXIISHARES TR$421.9M0.20%13,276,600CALLNONE
16411R208LNGCHENIERE ENERGY INC$416.1M0.20%2,313,916CommonSOLE
02079K107GOOGALPHABET INC$399.4M0.19%2,389,116CommonSOLE
722304102PDDPDD HOLDINGS INC$396.7M0.19%2,942,400PUTNONE
12572Q105CMECME GROUP INC$395.5M0.19%1,792,311CommonSOLE
00724F101ADBEADOBE INC$394.4M0.19%761,799CommonSOLE
701094104PHPARKER-HANNIFIN CORP$393.5M0.19%622,799CommonSOLE
464287432TLTISHARES TR$392.2M0.19%3,998,100PUTNONE
464288513HYGISHARES TR$390.0M0.18%4,856,500CALLNONE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$388.4M0.18%13,600,863CommonSOLE
79466L302CRMSALESFORCE INC$386.0M0.18%1,410,200PUTNONE
437076102HDHOME DEPOT INC$374.3M0.18%923,800PUTNONE
88579Y101MMM3M CO$368.8M0.17%2,697,776CommonSOLE
G29183103ETNEATON CORP PLC$363.5M0.17%1,096,692CommonSOLE
060505104BACBANK AMERICA CORP$358.9M0.17%9,044,362CommonSOLE
464287465EFAISHARES TR$357.9M0.17%4,279,400CALLNONE
464287184FXIISHARES TR$355.1M0.17%11,172,800PUTNONE
00724F101ADBEADOBE INC$353.2M0.17%682,100PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$343.0M0.16%1,975,084CommonSOLE
532457108LLYELI LILLY & CO$342.3M0.16%386,400PUTNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$340.0M0.16%47,821,227CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$337.0M0.16%8,644,812CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$333.1M0.16%2,073,347CommonSOLE
126650100CVSCVS HEALTH CORP$330.1M0.16%5,249,668CommonSOLE
780259305SHELSHELL PLC$325.9M0.15%4,941,725CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$324.6M0.15%657,400PUTNONE
693475105PNCPNC FINL SVCS GROUP INC$319.0M0.15%1,725,986CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$313.7M0.15%1,911,800CALLNONE
G25508105CRHCRH PLC$312.6M0.15%3,370,777CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$310.0M0.15%6,840,557CommonSOLE
02079K107GOOGALPHABET INC$308.9M0.15%1,847,500PUTNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$308.7M0.15%2,941,517CommonSOLE
92826C839VVISA INC$304.7M0.14%1,108,100PUTNONE
03662Q105AKXANSYS INC$303.5M0.14%952,378CommonSOLE
55354G100MSCIMSCI INC$300.1M0.14%514,770CommonSOLE
267475101DYDYCOM INDS INC$299.3M0.14%1,518,275CommonSOLE
931142103WMTWALMART INC$298.8M0.14%3,700,710CommonSOLE
48251W104KKRKKR & CO INC$296.6M0.14%2,271,120CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$292.7M0.14%4,433,967CommonSOLE
30231G102XOMEXXON MOBIL CORP$289.9M0.14%2,473,200CALLNONE
31488V107FERGFERGUSON ENTERPRISES INC$288.3M0.14%1,451,868CommonSOLE
037833100AAPLAPPLE INC$285.2M0.14%1,224,060CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$284.6M0.13%2,028,692CommonSOLE
92826C839VVISA INC$284.3M0.13%1,034,086CommonSOLE
949746101WMT2WELLS FARGO CO NEW$284.0M0.13%5,027,200PUTNONE
88339J105TTDTHE TRADE DESK INC$282.0M0.13%2,571,850CommonSOLE
34959E109FTNTFORTINET INC$281.5M0.13%3,630,071CommonSOLE
12504L109CBRECBRE GROUP INC$281.1M0.13%2,258,458CommonSOLE
00206R102TAT&T INC$280.0M0.13%12,725,393CommonSOLE
29444U700EQIXEQUINIX INC$278.9M0.13%314,180CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$276.1M0.13%311,400PUTNONE
148806102CTLTEURCATALENT INC$273.7M0.13%4,517,953CommonSOLE
37045V100GMGENERAL MTRS CO$271.6M0.13%6,056,200PUTNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$268.3M0.13%5,185,435CommonSOLE
15135U109CVECENOVUS ENERGY INC$267.9M0.13%16,010,627CommonSOLE
742718109PGPROCTER AND GAMBLE CO$267.7M0.13%1,545,407CommonSOLE
228368106CCKCROWN HLDGS INC$267.5M0.13%2,790,309CommonSOLE
617446448MSMORGAN STANLEY$262.6M0.12%2,519,040CommonSOLE
931142103WMTWALMART INC$259.8M0.12%3,217,400PUTNONE
G8994E103TTTRANE TECHNOLOGIES PLC$254.2M0.12%653,951CommonSOLE
461202103INTUINTUIT$252.6M0.12%406,700PUTNONE
81369Y886XLUSELECT SECTOR SPDR TR$251.4M0.12%3,112,200PUTNONE
617446448MSMORGAN STANLEY$247.8M0.12%2,377,400PUTNONE
007903107AMDADVANCED MICRO DEVICES INC$245.4M0.12%1,495,311CommonSOLE
403949100DINOHF SINCLAIR CORP$245.2M0.12%5,500,805CommonSOLE
235851102DHRDANAHER CORPORATION$244.0M0.12%868,500PUTNONE
629377508NRGNRG ENERGY INC$242.2M0.11%2,658,092CommonSOLE
20825C104COPCONOCOPHILLIPS$241.9M0.11%2,297,342CommonSOLE
695156109PKGPACKAGING CORP AMER$240.1M0.11%1,114,667CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$239.5M0.11%1,135,600CALLNONE
166764100CVXCHEVRON CORP NEW$238.8M0.11%1,621,800PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$238.2M0.11%517,500PUTNONE
369604301GEGE AEROSPACE$237.3M0.11%1,258,244CommonSOLE
216648501COOCOOPER COS INC$235.2M0.11%2,131,576CommonSOLE
78464A698KRESPDR SER TR$235.1M0.11%4,153,500PUTNONE
595112103MUMICRON TECHNOLOGY INC$234.3M0.11%2,259,224CommonSOLE
78468R556XOPSPDR SER TR$233.5M0.11%1,775,500PUTNONE
57636Q104MAMASTERCARD INCORPORATED$232.1M0.11%470,100CALLNONE
40415F101HDBHDFC BANK LTD$230.8M0.11%3,689,103CommonSOLE
02079K107GOOGALPHABET INC$230.4M0.11%1,378,100CALLNONE
487836108KKELLANOVA$229.9M0.11%2,848,564CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$228.0M0.11%461,816CommonSOLE
464287432TLTISHARES TR$227.2M0.11%2,315,800CALLNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$225.9M0.11%365,200PUTNONE
69047Q102OVVOVINTIV INC$224.7M0.11%5,865,385CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$224.6M0.11%425,363CommonSOLE
172967424CCITIGROUP INC$224.4M0.11%3,584,900PUTNONE
G4705A100ICLRICON PLC$222.7M0.11%775,100CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$222.6M0.11%5,847,852CommonSOLE
023135106AMZNAMAZON COM INC$222.4M0.11%1,193,514CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$221.1M0.10%3,065,939CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$220.4M0.10%5,880,814CommonSOLE
872540109TJXTJX COS INC NEW$220.0M0.10%1,871,965CommonSOLE
78468R556XOPSPDR SER TR$217.3M0.10%1,652,100CALLNONE
70450Y103PYPLPAYPAL HLDGS INC$216.8M0.10%2,778,600PUTNONE
00287Y109ABBVABBVIE INC$216.2M0.10%1,094,983CommonSOLE
025816109AXPAMERICAN EXPRESS CO$215.9M0.10%796,200PUTNONE
22160K105COSTCOSTCO WHSL CORP NEW$215.8M0.10%243,480CommonSOLE
576323109MTZMASTEC INC$215.8M0.10%1,753,266CommonSOLE
254687106DISDISNEY WALT CO$213.7M0.10%2,221,400PUTNONE
573874104MRVLMARVELL TECHNOLOGY INC$213.4M0.10%2,959,500PUTNONE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$213.1M0.10%95,185,000CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$212.9M0.10%11,813,229CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$211.5M0.10%201,174CommonSOLE
69331C108PCGPG&E CORP$211.2M0.10%10,683,447CommonSOLE
172967424CCITIGROUP INC$210.9M0.10%3,368,357CommonSOLE
47215P106JDJD.COM INC$209.0M0.10%5,224,630CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$207.3M0.10%606,500PUTNONE
020002101ALLALLSTATE CORP$207.2M0.10%1,092,312CommonSOLE
722304102PDDPDD HOLDINGS INC$206.7M0.10%1,533,300CALLNONE
64110L106NFLXNETFLIX INC$204.6M0.10%288,500CALLNONE
58933Y105MRKMERCK & CO INC$204.1M0.10%1,796,976CommonSOLE
907818108UNPUNION PAC CORP$202.8M0.10%822,918CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$201.5M0.10%1,825,866CommonSOLE
30034W106EVRGEVERGY INC$200.7M0.10%3,236,171CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$199.9M0.09%872,862CommonSOLE
11135F101AVGOBROADCOM INC$199.0M0.09%1,153,736CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$198.2M0.09%823,469CommonSOLE
090572207BIOBIO RAD LABS INC$195.3M0.09%583,800CommonSOLE
50212V100LPLALPL FINL HLDGS INC$195.2M0.09%839,199CommonSOLE
90138F102TWLOTWILIO INC$194.7M0.09%2,985,848CommonSOLE
052769106ADSKAUTODESK INC$194.1M0.09%704,548CommonSOLE
69351T106PPLPPL CORP$193.6M0.09%5,852,956CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$193.5M0.09%420,345CommonSOLE
974155103WINGWINGSTOP INC$193.3M0.09%464,641CommonSOLE
882508104TXNTEXAS INSTRS INC$192.0M0.09%929,700PUTNONE
452327109ILMNILLUMINA INC$190.9M0.09%1,464,151CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$190.7M0.09%2,457,424CommonSOLE
871607107SNPSSYNOPSYS INC$190.7M0.09%376,545CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$190.6M0.09%749,486CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$189.6M0.09%213,900CALLNONE
038222105AMATAPPLIED MATLS INC$189.4M0.09%937,500PUTNONE
387328107GVAGRANITE CONSTR INC$189.4M0.09%2,388,374CommonSOLE
09247X101BLKCHFBLACKROCK INC$188.9M0.09%198,984CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$188.8M0.09%1,818,919CommonSOLE
032095101APHAMPHENOL CORP NEW$188.4M0.09%2,890,868CommonSOLE
747525103QCOMQUALCOMM INC$188.2M0.09%1,107,000PUTNONE
81369Y209XLVSELECT SECTOR SPDR TR$188.2M0.09%1,221,900PUTNONE
90353T100UBERUBER TECHNOLOGIES INC$186.9M0.09%2,486,047CommonSOLE
G7S00T104PNRPENTAIR PLC$185.7M0.09%1,898,720CommonSOLE
040413106ANETEURARISTA NETWORKS INC$184.5M0.09%480,740CommonSOLE
58733R102MELIMERCADOLIBRE INC$184.5M0.09%89,900PUTNONE
456788108INFYINFOSYS LTD$184.2M0.09%8,271,095CommonSOLE
879369106TFXTELEFLEX INCORPORATED$184.1M0.09%744,249CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$181.6M0.09%3,637,243CommonSOLE
931142103WMTWALMART INC$181.4M0.09%2,246,500CALLNONE
64110L106NFLXNETFLIX INC$180.9M0.09%255,093CommonSOLE
632307104NTRANATERA INC$180.1M0.09%1,418,733CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$179.4M0.09%42,600PUTNONE
88033G407THCTENET HEALTHCARE CORP$179.1M0.08%1,077,870CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$179.0M0.08%2,621,476CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$178.4M0.08%218,585CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$178.1M0.08%750,747CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$178.0M0.08%2,367,700PUTNONE
518439104ELLAUDER ESTEE COS INC$177.6M0.08%1,781,135CommonSOLE
172908105CTASCINTAS CORP$177.5M0.08%862,242CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$177.0M0.08%783,900PUTNONE
25809K105DASHDOORDASH INC$176.8M0.08%1,238,794CommonSOLE
G491BT108IVZINVESCO LTD$176.1M0.08%10,028,026CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$175.5M0.08%381,200CALLNONE
07831C103BRBRBELLRING BRANDS INC$174.9M0.08%2,881,172CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$174.3M0.08%4,860,307CommonSOLE
88160R101TSLATESLA INC$174.3M0.08%666,095CommonSOLE
45104G104IBNICICI BANK LIMITED$173.1M0.08%5,798,988CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$172.4M0.08%1,624,387CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$171.8M0.08%40,789CommonSOLE
855244109SBUXSTARBUCKS CORP$171.5M0.08%1,759,000PUTNONE
060505104BACBANK AMERICA CORP$170.4M0.08%4,295,000PUTNONE
031162100AMGNAMGEN INC$170.1M0.08%528,000PUTNONE
743315103PGRPROGRESSIVE CORP$167.3M0.08%659,352CommonSOLE
98138H101WDAYWORKDAY INC$167.0M0.08%683,400PUTNONE
78464A870XBISPDR SER TR$166.5M0.08%1,684,900CALLNONE
949746101WMT2WELLS FARGO CO NEW$166.4M0.08%2,945,400CALLNONE
78409V104SPGIS&P GLOBAL INC$166.0M0.08%321,313CommonSOLE
74164M108PRIPRIMERICA INC$165.3M0.08%623,260CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$164.7M0.08%332,600PUTNONE
532457108LLYELI LILLY & CO$163.6M0.08%184,700CALLNONE
20825C104COPCONOCOPHILLIPS$163.6M0.08%1,554,200PUTNONE
320517105FHNFIRST HORIZON CORPORATION$163.4M0.08%10,521,957CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$163.3M0.08%1,024,345CommonSOLE
37045V100GMGENERAL MTRS CO$161.9M0.08%3,611,303CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$161.7M0.08%276,600PUTNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$161.5M0.08%3,095,073CommonSOLE
654106103NKENIKE INC$160.8M0.08%1,818,657CommonSOLE
23804L103DDOGDATADOG INC$160.6M0.08%1,395,815CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$160.0M0.08%3,531,500CALLNONE
833445109SNOWSNOWFLAKE INC$160.0M0.08%1,393,348CommonSOLE
200340107CMACOMERICA INC$159.0M0.08%2,654,482CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$158.7M0.08%271,500CALLNONE
380237107GDDYGODADDY INC$158.3M0.08%1,009,997CommonSOLE
80105N105SNYSANOFI$158.1M0.07%2,743,663CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$158.0M0.07%3,118,640CommonSOLE
617700109MORNMORNINGSTAR INC$158.0M0.07%495,106CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$158.0M0.07%664,103CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$157.9M0.07%2,023,151CommonSOLE
56585A102MPCMARATHON PETE CORP$157.3M0.07%965,620CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$157.1M0.07%2,643,485CommonSOLE
461202103INTUINTUIT$156.6M0.07%252,196CommonSOLE
878742204TECKTECK RESOURCES LTD$156.6M0.07%2,997,131CommonSOLE
464287655IWMISHARES TR$156.6M0.07%708,787CommonSOLE
929160109VMCVULCAN MATLS CO$156.0M0.07%622,747CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$155.7M0.07%3,119,400PUTNONE
G5509L101LIVNLIVANOVA PLC$155.4M0.07%2,958,237CommonSOLE
81762P102NOWSERVICENOW INC$154.8M0.07%173,100PUTNONE
902653104UDRUDR INC$154.8M0.07%3,414,510CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$153.8M0.07%2,100,634CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$153.5M0.07%146,000PUTNONE
20030N101CMCSACOMCAST CORP NEW$152.4M0.07%3,647,869CommonSOLE
654106103NKENIKE INC$152.1M0.07%1,721,100PUTNONE
466313103JBLJABIL INC$152.0M0.07%1,268,697CommonSOLE
482480100KLACKLA CORP$151.8M0.07%196,077CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$151.8M0.07%397,609CommonSOLE
15135B101CNCCENTENE CORP DEL$151.7M0.07%2,014,826CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$149.0M0.07%254,818CommonSOLE
013091103ACIALBERTSONS COS INC$148.6M0.07%8,043,634CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$148.2M0.07%739,600CALLNONE
747525103QCOMQUALCOMM INC$147.9M0.07%869,536CommonSOLE
651639106NEMNEWMONT CORP$147.6M0.07%2,761,330CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$146.9M0.07%158,928CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$146.7M0.07%523,000PUTNONE
36828A101GEVGE VERNOVA INC$146.7M0.07%575,167CommonSOLE
254687106DISDISNEY WALT CO$146.3M0.07%1,520,629CommonSOLE
92826C839VVISA INC$146.1M0.07%531,300CALLNONE
002824100ABTABBOTT LABS$145.3M0.07%1,274,334CommonSOLE
34354P105FLSFLOWSERVE CORP$145.3M0.07%2,810,422CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$144.3M0.07%3,618,719CommonSOLE
189054109CLXCLOROX CO DEL$143.6M0.07%881,682CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$143.4M0.07%2,261,778CommonSOLE
46090E103QQQINVESCO QQQ TR$143.4M0.07%293,805CommonSOLE
30231G102XOMEXXON MOBIL CORP$142.7M0.07%1,217,248CommonSOLE
G6095L109APTIV PLC$142.3M0.07%1,976,422CommonSOLE
26884L109EQTEQT CORP$142.3M0.07%3,883,111CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$141.8M0.07%5,176,511CommonSOLE
680665205OLNOLIN CORP$141.1M0.07%2,940,088CommonSOLE
59156R108METMETLIFE INC$140.6M0.07%1,704,275CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$139.4M0.07%74,039,000CommonSOLE
235851102DHRDANAHER CORPORATION$137.7M0.07%495,182CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$137.6M0.07%100,701,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$137.1M0.07%1,561,800CALLNONE
191098102COKECOCA COLA CONS INC$136.7M0.06%103,875CommonSOLE
009066101ABNBAIRBNB INC$136.6M0.06%1,076,900PUTNONE
042068205ARMARM HOLDINGS PLC$135.9M0.06%950,200PUTNONE
78463V107GLDSPDR GOLD TR$135.0M0.06%555,600CALLNONE
882508104TXNTEXAS INSTRS INC$134.4M0.06%650,600CALLNONE
440452100HRLHORMEL FOODS CORP$134.0M0.06%4,226,936CommonSOLE
778296103ROSTROSS STORES INC$133.9M0.06%889,506CommonSOLE
37940X102GPNGLOBAL PMTS INC$133.7M0.06%1,305,340CommonSOLE
00724F101ADBEADOBE INC$133.7M0.06%258,200CALLNONE
92338C103VLTOVERALTO CORP$133.1M0.06%1,190,023CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$132.7M0.06%684,296CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$132.4M0.06%1,331,031CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$132.1M0.06%8,991,032CommonSOLE
N07059210ASMLASML HOLDING N V$131.2M0.06%157,400PUTNONE
115637209BF/BBROWN FORMAN CORP$131.1M0.06%2,664,635CommonSOLE
125523100CITHE CIGNA GROUP$130.6M0.06%376,857CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$130.5M0.06%223,300PUTNONE
34959J108FTVFORTIVE CORP$130.3M0.06%1,651,110CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$130.1M0.06%222,610CommonSOLE
036752103ELVELEVANCE HEALTH INC$129.0M0.06%248,004CommonSOLE
493267108KEYKEYCORP$128.3M0.06%7,656,903CommonSOLE
02005N100ALLYALLY FINL INC$128.0M0.06%3,595,254CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$127.1M0.06%290,334CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$126.9M0.06%2,202,831CommonSOLE
002824100ABTABBOTT LABS$126.6M0.06%1,110,500PUTNONE
17275R102CSCOCISCO SYS INC$126.0M0.06%2,366,600CALLNONE
548661107LOWLOWES COS INC$125.1M0.06%461,898CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$124.8M0.06%1,284,661CommonSOLE
747525103QCOMQUALCOMM INC$123.3M0.06%725,200CALLNONE
94106B101WCNWASTE CONNECTIONS INC$123.3M0.06%689,272CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$122.8M0.06%4,341,505CommonSOLE
17275R102CSCOCISCO SYS INC$122.3M0.06%2,297,700PUTNONE
713448108PEPPEPSICO INC$122.1M0.06%718,200PUTNONE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$121.7M0.06%101,500,000CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$121.5M0.06%1,543,143CommonSOLE
443573100HUBSHUBSPOT INC$121.2M0.06%227,935CommonSOLE
89400J107TRUTRANSUNION$120.7M0.06%1,152,391CommonSOLE
718172109PMPHILIP MORRIS INTL INC$120.3M0.06%991,250CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$119.0M0.06%704,282CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$119.0M0.06%6,427,643CommonSOLE
770323103RHIROBERT HALF INC.$119.0M0.06%1,764,828CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$118.9M0.06%3,034,347CommonSOLE
526107107LIILENNOX INTL INC$117.2M0.06%193,954CommonSOLE
68389X105ORCLORACLE CORP$115.6M0.05%678,500PUTNONE
11120U105BRXBRIXMOR PPTY GROUP INC$115.4M0.05%4,143,849CommonSOLE
770700102HOODROBINHOOD MKTS INC$115.2M0.05%4,920,421CommonSOLE
88339J105TTDTHE TRADE DESK INC$114.9M0.05%1,047,900PUTNONE
91913Y100VLOVALERO ENERGY CORP$114.8M0.05%850,200PUTNONE
718546104PSXPHILLIPS 66$114.7M0.05%872,927CommonSOLE
617446448MSMORGAN STANLEY$114.3M0.05%1,096,100CALLNONE
G9456A100GLNGGOLAR LNG LTD$114.3M0.05%3,108,161CommonSOLE
855244109SBUXSTARBUCKS CORP$114.1M0.05%1,170,000CALLNONE
443201108HWMHOWMET AEROSPACE INC$114.0M0.05%1,136,999CommonSOLE
742718109PGPROCTER AND GAMBLE CO$113.9M0.05%657,600PUTNONE
912008109USFDUS FOODS HLDG CORP$113.9M0.05%1,851,749CommonSOLE
595112103MUMICRON TECHNOLOGY INC$112.6M0.05%1,086,200PUTNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$112.6M0.05%266,100PUTNONE
65473P105NINISOURCE INC$112.4M0.05%3,243,258CommonSOLE
L44385109GLOBGLOBANT S A$112.2M0.05%566,101CommonSOLE
565849106MRO*MARATHON OIL CORP$111.9M0.05%4,201,411CommonSOLE
049468101TEAMATLASSIAN CORPORATION$111.8M0.05%704,075CommonSOLE
151290889CXCEMEX SAB DE CV$111.7M0.05%18,306,555CommonSOLE
256746108DLTRDOLLAR TREE INC$111.6M0.05%1,587,100PUTNONE
316773100FITBFIFTH THIRD BANCORP$111.4M0.05%2,599,843CommonSOLE
501044101KRKROGER CO$111.3M0.05%1,943,031CommonSOLE
254687106DISDISNEY WALT CO$111.3M0.05%1,156,600CALLNONE
M98068105WIXWIX COM LTD$111.0M0.05%663,856CommonSOLE
H1467J104CBCHUBB LIMITED$110.5M0.05%383,334CommonSOLE
097023105BABOEING CO$110.5M0.05%726,900PUTNONE
860630102SFSTIFEL FINL CORP$110.5M0.05%1,176,424CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$109.5M0.05%68,150,000CommonSOLE
75734B100RDDTREDDIT INC$109.2M0.05%1,656,219CommonSOLE
406216101HALHALLIBURTON CO$109.1M0.05%3,755,152CommonSOLE
302491303FMCFMC CORP$109.0M0.05%1,653,584CommonSOLE
172967424CCITIGROUP INC$108.6M0.05%1,734,800CALLNONE
72352L106PINSPINTEREST INC$108.4M0.05%3,350,117CommonSOLE
06652K103BKUBANKUNITED INC$108.4M0.05%2,975,108CommonSOLE
58733R102MELIMERCADOLIBRE INC$108.2M0.05%52,707CommonSOLE
345370860FFORD MTR CO$107.9M0.05%10,214,356CommonSOLE
149123101CATCATERPILLAR INC$107.8M0.05%275,600PUTNONE
92189H607OIHVANECK ETF TRUST$107.7M0.05%379,500PUTNONE
191216100KOCOCA COLA CO$107.6M0.05%1,497,800PUTNONE
654106103NKENIKE INC$107.6M0.05%1,217,200CALLNONE
075887109BDXBECTON DICKINSON & CO$107.6M0.05%446,202CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$107.3M0.05%1,363,000CALLNONE
693718108PCARPACCAR INC$107.0M0.05%1,084,670CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$106.9M0.05%1,650,039CommonSOLE
01741R102ATIATI INC$106.7M0.05%1,595,016CommonSOLE
771049103RBLXROBLOX CORP$106.6M0.05%2,409,166CommonSOLE
713448108PEPPEPSICO INC$106.6M0.05%627,000CALLNONE
G3323L100FNFABRINET$106.2M0.05%449,358CommonSOLE
023608102AEEAMEREN CORP$105.7M0.05%1,208,162CommonSOLE
097023105BABOEING CO$105.5M0.05%694,024CommonSOLE
253868103DLRDIGITAL RLTY TR INC$105.5M0.05%651,641CommonSOLE
00287Y109ABBVABBVIE INC$105.2M0.05%532,900PUTNONE
67077M108NTRNUTRIEN LTD$105.2M0.05%2,188,732CommonSOLE
67059N108NTNXNUTANIX INC$105.2M0.05%1,774,724CommonSOLE
375558103GILDGILEAD SCIENCES INC$104.3M0.05%1,244,104CommonSOLE
G3223R108EGEVEREST GROUP LTD$104.1M0.05%265,626CommonSOLE
891092108TTCTORO CO$104.0M0.05%1,199,160CommonSOLE
443510607HUBBHUBBELL INC$103.9M0.05%242,615CommonSOLE
83200N103SMARGBPSMARTSHEET INC$103.8M0.05%1,874,274CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$103.7M0.05%1,799,100PUTNONE
91913Y100VLOVALERO ENERGY CORP$103.5M0.05%766,800CALLNONE
579780206MKCMCCORMICK & CO INC$103.3M0.05%1,254,569CommonSOLE
478160104JNJJOHNSON & JOHNSON$103.1M0.05%636,000PUTNONE
136375102CNICANADIAN NATL RY CO$102.6M0.05%876,187CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$102.2M0.05%2,955,548CommonSOLE
438516106HONHONEYWELL INTL INC$102.1M0.05%493,884CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$101.9M0.05%1,138,163CommonSOLE
98422D105XPEVXPENG INC$101.9M0.05%8,364,642CommonSOLE
23804L103DDOGDATADOG INC$101.8M0.05%884,600PUTNONE
565394103CARTMAPLEBEAR INC$101.7M0.05%2,497,444CommonSOLE
09073M104TECHBIO-TECHNE CORP$101.7M0.05%1,271,941CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$101.6M0.05%4,443,143CommonSOLE
92343E102VRSNVERISIGN INC$101.6M0.05%534,871CommonSOLE
G0403H108AONAON PLC$101.6M0.05%293,590CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$101.4M0.05%926,179CommonSOLE
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$101.4M0.05%69,200,000CommonSOLE
670346105NUENUCOR CORP$100.9M0.05%670,900PUTNONE
75513E101RTXRTX CORPORATION$100.8M0.05%831,800PUTNONE
893641100TDGTRANSDIGM GROUP INC$100.6M0.05%70,464CommonSOLE
025816109AXPAMERICAN EXPRESS CO$100.5M0.05%370,632CommonSOLE
G54950103LINLINDE PLC$99.7M0.05%209,100PUTNONE
907818108UNPUNION PAC CORP$99.3M0.05%402,700PUTNONE
68389X105ORCLORACLE CORP$99.1M0.05%581,800CALLNONE
29977A105EVREVERCORE INC$99.0M0.05%390,758CommonSOLE
369604301GEGE AEROSPACE$98.7M0.05%495,900PUTNONE
482480100KLACKLA CORP$98.6M0.05%127,300PUTNONE
46120E602ISRGINTUITIVE SURGICAL INC$98.5M0.05%200,493CommonSOLE
G87110105FTITECHNIPFMC PLC$98.2M0.05%3,744,589CommonSOLE
03073E105CORCENCORA INC$98.2M0.05%436,199CommonSOLE
835495102SONSONOCO PRODS CO$98.2M0.05%1,796,730CommonSOLE
500767306KWEBKRANESHARES TRUST$98.2M0.05%2,885,100PUTNONE
44930G107ICUIICU MED INC$98.1M0.05%538,105CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$98.0M0.05%198,022CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$98.0M0.05%2,773,545CommonSOLE
40412C101HCAHCA HEALTHCARE INC$97.8M0.05%240,515CommonSOLE
68389X105ORCLORACLE CORP$97.6M0.05%573,000CommonSOLE
122017106BURLBURLINGTON STORES INC$97.1M0.05%368,575CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$97.0M0.05%1,205,284CommonSOLE
87612E106TGTTARGET CORP$96.8M0.05%621,139CommonSOLE
86614U1007SUSUMMIT MATLS INC$96.7M0.05%2,478,643CommonSOLE
231021106CMICUMMINS INC$96.7M0.05%298,649CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$96.4M0.05%103,392,000CommonSOLE
055622104BPBP PLC$96.3M0.05%3,069,004CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$95.5M0.05%7,020,320CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$95.5M0.05%2,325,248CommonSOLE
343412102FLRFLUOR CORP NEW$95.4M0.05%1,999,688CommonSOLE
398438408GRFSGRIFOLS S A$95.3M0.05%10,729,530CommonSOLE
496902404KGCKINROSS GOLD CORP$95.3M0.05%10,178,314CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$95.0M0.05%4,633,821CommonSOLE
761152107RMDRESMED INC$95.0M0.05%389,202CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$94.7M0.04%2,231,853CommonSOLE
053332102AZOAUTOZONE INC$94.6M0.04%30,029CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$94.3M0.04%3,127,750CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$94.1M0.04%1,904,931CommonSOLE
62914V106NIONIO INC$93.9M0.04%14,050,692CommonSOLE
437076102HDHOME DEPOT INC$93.6M0.04%231,100CALLNONE
872590104TMUST-MOBILE US INC$93.1M0.04%451,200PUTNONE
03852U106ARMKARAMARK$93.0M0.04%2,401,339CommonSOLE
37045V100GMGENERAL MTRS CO$92.8M0.04%2,068,500CALLNONE
03831W108APPAPPLOVIN CORP$92.7M0.04%710,408CommonSOLE
M7516K103NVMINOVA LTD$92.7M0.04%444,944CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$92.6M0.04%314,481CommonSOLE
85225A1078DTSQUARESPACE INC$92.6M0.04%1,994,049CommonSOLE
94106L109WMWASTE MGMT INC DEL$92.6M0.04%445,922CommonSOLE
009158106APDAIR PRODS & CHEMS INC$92.5M0.04%310,639CommonSOLE
548661107LOWLOWES COS INC$92.3M0.04%340,600PUTNONE
58933Y105MRKMERCK & CO INC$92.1M0.04%810,600PUTNONE
78709Y105SAIASAIA INC$92.0M0.04%210,359CommonSOLE
031162100AMGNAMGEN INC$91.9M0.04%285,300CALLNONE
40412C101HCAHCA HEALTHCARE INC$91.9M0.04%226,100PUTNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$91.7M0.04%4,481,146CommonSOLE
090040106BILIBILIBILI INC$91.6M0.04%3,917,476CommonSOLE
87612G101TRGPTARGA RES CORP$91.4M0.04%617,419CommonSOLE
16679L109CHWYCHEWY INC$91.3M0.04%3,117,970CommonSOLE
742718109PGPROCTER AND GAMBLE CO$91.0M0.04%525,600CALLNONE
29084Q100EMEEMCOR GROUP INC$90.3M0.04%209,723CommonSOLE
58155Q103MCKMCKESSON CORP$90.2M0.04%182,500PUTNONE
81369Y209XLVSELECT SECTOR SPDR TR$90.2M0.04%585,600CALLNONE
146869102CVNACARVANA CO$90.0M0.04%516,770CommonSOLE
14174T107CTRECARETRUST REIT INC$89.9M0.04%2,914,529CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$89.7M0.04%606,332CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$89.7M0.04%2,149,908CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$89.6M0.04%507,372CommonSOLE
89832Q109TFCTRUIST FINL CORP$89.4M0.04%2,089,439CommonSOLE
65339F101NEENEXTERA ENERGY INC$89.3M0.04%1,056,900CALLNONE
233331107DTEDTE ENERGY CO$89.3M0.04%695,656CommonSOLE
902788108UMBFUMB FINL CORP$89.3M0.04%849,369CommonSOLE
099724106BWABORGWARNER INC$89.2M0.04%2,459,296CommonSOLE
29364G103ETRENTERGY CORP NEW$88.9M0.04%675,455CommonSOLE
H11356104BGBUNGE GLOBAL SA$88.8M0.04%919,223CommonSOLE
422806208HEI/AHEICO CORP NEW$88.7M0.04%435,550CommonSOLE
011659109ALKALASKA AIR GROUP INC$88.7M0.04%1,961,800CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$88.6M0.04%2,170,353CommonSOLE
81211K100SDASEALED AIR CORP NEW$88.5M0.04%2,439,263CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$88.4M0.04%151,300CALLNONE
458140100INTCINTEL CORP$88.4M0.04%3,768,700PUTNONE
478160104JNJJOHNSON & JOHNSON$88.4M0.04%545,200CALLNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$88.3M0.04%2,714,962CommonSOLE
536797103LADLITHIA MTRS INC$88.2M0.04%277,744CommonSOLE
191216100KOCOCA COLA CO$88.2M0.04%1,227,600CALLNONE
49803T300KRGKITE RLTY GROUP TR$88.1M0.04%3,318,366CommonSOLE
038222105AMATAPPLIED MATLS INC$88.0M0.04%435,500CALLNONE
M5216V106GLBEGLOBAL E ONLINE LTD$87.2M0.04%2,267,902CommonSOLE

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.