MondegarAI
Millennium

Q1 2025 · 13F-HR

Millenniumholdings as filed

Filed 2025-05-15 · accession 0001273087-25-000019

$187.88B
Reported value
5,787
Positions
2025-03-31
Period end
View analyzed profile →PRO

The Brief · Millennium · Q1 2025

AI · grounded in 13F

Millennium established a new position in IWM valued at $7.4B. The fund also initiated new stakes in QQQ for $6.2B and IVV for $5.2B. Additional new positions include NVDA at $4.9B, AMZN at $3.7B, and MSFT at $3.6B.

Holdings as filed

First 500 of 5787

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$5.23B2.78%9,308,270CommonSOLE
464287655IWMISHARES TR$5.10B2.72%25,583,300PUTNONE
46090E103QQQINVESCO QQQ TR$3.97B2.11%8,457,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$2.83B1.51%5,064,000PUTNONE
67066G104NVDANVIDIA CORPORATION$2.76B1.47%25,496,500PUTNONE
464287655IWMISHARES TR$2.14B1.14%10,732,300CALLNONE
594918104MSFTMICROSOFT CORP$2.06B1.10%5,496,700PUTNONE
023135106AMZNAMAZON COM INC$2.00B1.06%10,513,500PUTNONE
46090E103QQQINVESCO QQQ TR$1.87B0.99%3,979,800CALLNONE
037833100AAPLAPPLE INC$1.82B0.97%8,209,400PUTNONE
30303M102METAMETA PLATFORMS INC$1.42B0.76%2,465,700PUTNONE
02079K305GOOGLALPHABET INC$1.34B0.71%8,646,800PUTNONE
037833100AAPLAPPLE INC$1.28B0.68%5,745,200CALLNONE
67066G104NVDANVIDIA CORPORATION$1.23B0.65%11,306,300CALLNONE
464288513HYGISHARES TR$1.18B0.63%14,932,900PUTNONE
88160R101TSLATESLA INC$1.16B0.62%4,460,300PUTNONE
67066G104NVDANVIDIA CORPORATION$1.00B0.53%9,233,791CommonSOLE
88160R101TSLATESLA INC$920.6M0.49%3,552,100CALLNONE
023135106AMZNAMAZON COM INC$907.9M0.48%4,771,800CALLNONE
30303M102METAMETA PLATFORMS INC$900.4M0.48%1,562,183CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$882.8M0.47%9,446,900PUTNONE
023135106AMZNAMAZON COM INC$867.0M0.46%4,556,903CommonSOLE
594918104MSFTMICROSOFT CORP$853.0M0.45%2,272,400CALLNONE
30303M102METAMETA PLATFORMS INC$852.3M0.45%1,478,800CALLNONE
11135F101AVGOBROADCOM INC$849.6M0.45%5,074,400PUTNONE
46438F101IBITISHARES BITCOIN TRUST ETF$823.3M0.44%17,587,156CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$791.3M0.42%8,344,156CommonSOLE
060505104BACBANK AMERICA CORP$721.6M0.38%17,293,229CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$697.1M0.37%1,246,100CALLNONE
594918104MSFTMICROSOFT CORP$693.2M0.37%1,846,619CommonSOLE
G25508105CRHCRH PLC$671.0M0.36%100,200CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$662.6M0.35%6,449,500PUTNONE
949746101WMT2WELLS FARGO CO NEW$650.2M0.35%9,056,742CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$617.4M0.33%12,395,800PUTNONE
532457108LLYELI LILLY & CO$562.5M0.30%681,013CommonSOLE
464287234EEMISHARES TR$554.8M0.30%12,695,700PUTNONE
808513105SCHWSCHWAB CHARLES CORP$536.1M0.29%6,848,198CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$529.1M0.28%1,010,168CommonSOLE
02079K305GOOGLALPHABET INC$527.6M0.28%3,411,734CommonSOLE
464288513HYGISHARES TR$512.0M0.27%6,490,600CALLNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$500.6M0.27%6,955,712CommonSOLE
11135F101AVGOBROADCOM INC$494.2M0.26%2,951,540CommonSOLE
617446448MSMORGAN STANLEY$491.1M0.26%4,209,583CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$483.1M0.26%9,699,100CALLNONE
14040H105COFCAPITAL ONE FINL CORP$470.6M0.25%2,624,567CommonSOLE
64110L106NFLXNETFLIX INC$468.4M0.25%502,300PUTNONE
11135F101AVGOBROADCOM INC$450.2M0.24%2,688,900CALLNONE
29444U700EQIXEQUINIX INC$421.4M0.22%516,823CommonSOLE
037833100AAPLAPPLE INC$419.9M0.22%1,890,176CommonSOLE
30231G102XOMEXXON MOBIL CORP$419.8M0.22%3,529,500PUTNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$417.4M0.22%994,000PUTNONE
02079K305GOOGLALPHABET INC$414.2M0.22%2,678,700CALLNONE
G54950103LINLINDE PLC$412.1M0.22%884,944CommonSOLE
235851102DHRDANAHER CORPORATION$404.9M0.22%1,975,092CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$397.2M0.21%2,011,700PUTNONE
46120E602ISRGINTUITIVE SURGICAL INC$394.7M0.21%796,865CommonSOLE
464287184FXIISHARES TR$394.2M0.21%11,000,000PUTNONE
55354G100MSCIMSCI INC$390.4M0.21%690,295CommonSOLE
46090E103QQQINVESCO QQQ TR$383.0M0.20%816,859CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$381.6M0.20%2,885,700CALLNONE
02079K107GOOGALPHABET INC$380.1M0.20%2,433,100PUTNONE
57636Q104MAMASTERCARD INCORPORATED$376.0M0.20%685,965CommonSOLE
42809H107HESHESS CORP$371.9M0.20%2,328,564CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$357.0M0.19%1,455,400PUTNONE
15135U109CVECENOVUS ENERGY INC$356.4M0.19%25,619,189CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$341.1M0.18%4,325,500PUTNONE
437076102HDHOME DEPOT INC$339.3M0.18%925,818CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$336.0M0.18%1,627,400PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$329.0M0.18%617,700PUTNONE
060505104BACBANK AMERICA CORP$324.3M0.17%7,772,400PUTNONE
320517105FHNFIRST HORIZON CORPORATION$320.5M0.17%16,501,088CommonSOLE
58933Y105MRKMERCK & CO INC$316.4M0.17%3,524,602CommonSOLE
00724F101ADBEADOBE INC$313.2M0.17%816,600PUTNONE
166764100CVXCHEVRON CORP NEW$309.9M0.16%1,852,300PUTNONE
G51502105JCIJOHNSON CTLS INTL PLC$308.7M0.16%3,853,062CommonSOLE
92826C839VVISA INC$306.4M0.16%874,300PUTNONE
303250104FICOFAIR ISAAC CORP$303.2M0.16%164,418CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$302.1M0.16%567,246CommonSOLE
14316J108CGCARLYLE GROUP INC$300.4M0.16%6,891,525CommonSOLE
458140100INTCINTEL CORP$300.1M0.16%13,214,781CommonSOLE
02079K107GOOGALPHABET INC$298.9M0.16%1,913,216CommonSOLE
78409V104SPGIS&P GLOBAL INC$297.5M0.16%585,490CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$295.7M0.16%312,700PUTNONE
81369Y209XLVSELECT SECTOR SPDR TR$292.8M0.16%2,005,100PUTNONE
64110L106NFLXNETFLIX INC$288.6M0.15%309,511CommonSOLE
88160R101TSLATESLA INC$288.1M0.15%1,111,653CommonSOLE
200340107CMACOMERICA INC$286.3M0.15%4,848,298CommonSOLE
461202103INTUINTUIT$286.0M0.15%465,726CommonSOLE
375558103GILDGILEAD SCIENCES INC$284.4M0.15%2,538,504CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$281.9M0.15%1,651,554CommonSOLE
038222105AMATAPPLIED MATLS INC$280.6M0.15%1,933,804CommonSOLE
337932107FEFIRSTENERGY CORP$279.6M0.15%6,916,216CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$275.6M0.15%3,782,700PUTNONE
493267108KEYKEYCORP$272.8M0.15%17,057,591CommonSOLE
464287184FXIISHARES TR$269.8M0.14%7,528,700CALLNONE
78464A870XBISPDR SER TR$269.3M0.14%3,320,100PUTNONE
007903107AMDADVANCED MICRO DEVICES INC$265.9M0.14%2,587,900CALLNONE
26884L109EQTEQT CORP$265.7M0.14%4,973,279CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$265.6M0.14%1,539,618CommonSOLE
437076102HDHOME DEPOT INC$262.8M0.14%717,200PUTNONE
40415F101HDBHDFC BANK LTD$254.0M0.14%3,822,519CommonSOLE
878742204TECKTECK RESOURCES LTD$252.7M0.13%6,937,553CommonSOLE
126650100CVSCVS HEALTH CORP$252.6M0.13%3,728,991CommonSOLE
040413205ANETARISTA NETWORKS INC$251.8M0.13%3,249,958CommonSOLE
29364G103ETRENTERGY CORP NEW$250.2M0.13%2,927,005CommonSOLE
532457108LLYELI LILLY & CO$250.0M0.13%302,700PUTNONE
28176E108EWEDWARDS LIFESCIENCES CORP$249.7M0.13%3,444,764CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$248.9M0.13%557,115CommonSOLE
79466L302CRMSALESFORCE INC$248.8M0.13%927,200PUTNONE
233331107DTEDTE ENERGY CO$248.0M0.13%1,793,268CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$245.0M0.13%3,764,086CommonSOLE
82509L107SHOPSHOPIFY INC$242.4M0.13%2,539,108CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$240.6M0.13%4,110,984CommonSOLE
097023105BABOEING CO$237.8M0.13%1,394,207CommonSOLE
00724F101ADBEADOBE INC$237.1M0.13%618,183CommonSOLE
16411R208LNGCHENIERE ENERGY INC$236.2M0.13%1,020,797CommonSOLE
594972408MSTRMICROSTRATEGY INC$236.1M0.13%819,100PUTNONE
00287Y109ABBVABBVIE INC$234.2M0.12%1,117,900PUTNONE
75513E101RTXRTX CORPORATION$231.3M0.12%1,746,022CommonSOLE
747525103QCOMQUALCOMM INC$230.6M0.12%1,501,000PUTNONE
172967424CCITIGROUP INC$230.0M0.12%3,240,500PUTNONE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$228.4M0.12%155,000,000CommonSOLE
235851102DHRDANAHER CORPORATION$228.0M0.12%1,112,000CALLNONE
64110L106NFLXNETFLIX INC$227.4M0.12%243,800CALLNONE
949746101WMT2WELLS FARGO CO NEW$227.3M0.12%3,165,900PUTNONE
70450Y103PYPLPAYPAL HLDGS INC$226.1M0.12%3,464,800PUTNONE
09857L108BKNGBOOKING HOLDINGS INC$225.7M0.12%49,000PUTNONE
267475101DYDYCOM INDS INC$225.7M0.12%1,481,394CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$225.6M0.12%430,700PUTNONE
69331C108PCGPG&E CORP$222.9M0.12%12,973,268CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$222.8M0.12%1,904,976CommonSOLE
464287234EEMISHARES TR$222.3M0.12%5,087,700CALLNONE
931142103WMTWALMART INC$221.8M0.12%2,526,700PUTNONE
872590104TMUST-MOBILE US INC$221.0M0.12%828,614CommonSOLE
049468101TEAMATLASSIAN CORPORATION$219.9M0.12%1,036,192CommonSOLE
216648501COOCOOPER COS INC$217.4M0.12%2,577,416CommonSOLE
09290D101BLKBLACKROCK INC$215.2M0.11%227,394CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$214.3M0.11%861,800PUTNONE
01609W102BABAALIBABA GROUP HLDG LTD$212.7M0.11%1,608,700PUTNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$212.7M0.11%1,265,655CommonSOLE
438516106HONHONEYWELL INTL INC$212.4M0.11%1,003,055CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$211.1M0.11%1,610,900CALLNONE
969457100WMBWILLIAMS COS INC$211.1M0.11%3,533,111CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$210.2M0.11%1,589,380CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$209.5M0.11%3,192,862CommonSOLE
478160104JNJJOHNSON & JOHNSON$208.0M0.11%1,254,049CommonSOLE
68389X105ORCLORACLE CORP$207.8M0.11%1,486,500PUTNONE
81369Y704XLISELECT SECTOR SPDR TR$207.1M0.11%1,580,000PUTNONE
165167735EXEEXPAND ENERGY CORPORATION$206.5M0.11%1,854,791CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$203.9M0.11%578,300PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC$203.7M0.11%389,000CALLNONE
126650100CVSCVS HEALTH CORP$202.9M0.11%2,994,900PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$201.9M0.11%1,216,500PUTNONE
30231G102XOMEXXON MOBIL CORP$201.1M0.11%1,690,600CALLNONE
57636Q104MAMASTERCARD INCORPORATED$200.7M0.11%366,100PUTNONE
70450Y103PYPLPAYPAL HLDGS INC$199.4M0.11%3,055,845CommonSOLE
369604301GEGE AEROSPACE$198.8M0.11%993,079CommonSOLE
48251W104KKRKKR & CO INC$197.9M0.11%1,711,578CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$197.8M0.11%2,111,401CommonSOLE
03073E105CORCENCORA INC$197.6M0.11%710,465CommonSOLE
92189F676SMHVANECK ETF TRUST$195.4M0.10%923,900CALLNONE
14149Y108CAHCARDINAL HEALTH INC$193.7M0.10%1,405,989CommonSOLE
629377508NRGNRG ENERGY INC$191.4M0.10%2,005,484CommonSOLE
816851109SRESEMPRA$191.3M0.10%2,680,552CommonSOLE
260003108DOVDOVER CORP$189.8M0.10%1,080,611CommonSOLE
722304102PDDPDD HOLDINGS INC$189.7M0.10%1,602,900PUTNONE
478160104JNJJOHNSON & JOHNSON$189.6M0.10%1,143,400PUTNONE
461202103INTUINTUIT$189.0M0.10%307,900PUTNONE
717081103PFEPFIZER INC$189.0M0.10%7,459,512CommonSOLE
366651107ITGARTNER INC$187.7M0.10%447,250CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$187.6M0.10%2,296,961CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$185.8M0.10%1,377,050CommonSOLE
902973304USBUS BANCORP DEL$184.2M0.10%4,362,985CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$183.4M0.10%1,962,600CALLNONE
22160K105COSTCOSTCO WHSL CORP NEW$182.7M0.10%193,200CALLNONE
487836108KKELLANOVA$182.3M0.10%2,210,417CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$182.1M0.10%5,038,026CommonSOLE
931142103WMTWALMART INC$181.1M0.10%2,062,995CommonSOLE
713448108PEPPEPSICO INC$181.1M0.10%1,207,700PUTNONE
02079K107GOOGALPHABET INC$180.6M0.10%1,155,900CALLNONE
031162100AMGNAMGEN INC$179.4M0.10%575,900PUTNONE
464287432TLTISHARES TR$175.6M0.09%1,928,500CALLNONE
053332102AZOAUTOZONE INC$175.3M0.09%45,971CommonSOLE
595112103MUMICRON TECHNOLOGY INC$173.5M0.09%1,996,209CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$173.4M0.09%986,740CommonSOLE
833445109SNOWSNOWFLAKE INC$173.3M0.09%1,185,900PUTNONE
08579W103BERYEURBERRY GLOBAL GROUP INC$173.1M0.09%2,478,953CommonSOLE
98389B100XELXCEL ENERGY INC$171.2M0.09%2,418,630CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$171.2M0.09%697,800CALLNONE
G0403H108AONAON PLC$169.9M0.09%425,678CommonSOLE
45104G104IBNICICI BANK LIMITED$169.3M0.09%5,370,557CommonSOLE
03662Q105AKXANSYS INC$169.1M0.09%534,228CommonSOLE
34959E109FTNTFORTINET INC$169.1M0.09%1,756,226CommonSOLE
872590104TMUST-MOBILE US INC$167.7M0.09%628,800PUTNONE
456788108INFYINFOSYS LTD$167.1M0.09%9,153,711CommonSOLE
58733R102MELIMERCADOLIBRE INC$167.0M0.09%85,600PUTNONE
88033G407THCTENET HEALTHCARE CORP$166.2M0.09%1,236,058CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$163.0M0.09%35,371CommonSOLE
20825C104COPCONOCOPHILLIPS$162.4M0.09%1,546,100PUTNONE
617700109MORNMORNINGSTAR INC$162.2M0.09%540,795CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$161.9M0.09%948,700PUTNONE
097023105BABOEING CO$161.2M0.09%945,300PUTNONE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$160.9M0.09%4,487,109CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$160.7M0.09%3,580,398CommonSOLE
464287655IWMISHARES TR$160.5M0.09%804,618CommonSOLE
532457108LLYELI LILLY & CO$160.0M0.09%193,700CALLNONE
92826C839VVISA INC$159.8M0.09%456,000CALLNONE
04016X101ARGXARGENX SE$159.0M0.08%268,604CommonSOLE
31428X106FDXFEDEX CORP$158.1M0.08%648,633CommonSOLE
126408103CSXCSX CORP$157.7M0.08%5,358,090CommonSOLE
512807306LRCXLAM RESEARCH CORP$157.1M0.08%2,160,823CommonSOLE
78464A698KRESPDR SER TR$156.8M0.08%2,757,800PUTNONE
384802104GWWGRAINGER W W INC$156.8M0.08%158,712CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$156.6M0.08%767,606CommonSOLE
988498101YUMYUM BRANDS INC$156.2M0.08%992,493CommonSOLE
172967424CCITIGROUP INC$155.1M0.08%2,185,397CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$154.7M0.08%2,962,826CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$154.6M0.08%621,900CALLNONE
884903808TRI4EURTHOMSON REUTERS CORP$154.5M0.08%894,074CommonSOLE
89346D107TACTRANSALTA CORP$153.8M0.08%16,462,892CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$153.1M0.08%2,485,900PUTNONE
718172109PMPHILIP MORRIS INTL INC$152.7M0.08%962,263CommonSOLE
464287465EFAISHARES TR$151.0M0.08%1,847,000PUTNONE
002824100ABTABBOTT LABS$150.8M0.08%1,136,800PUTNONE
060505104BACBANK AMERICA CORP$150.3M0.08%3,601,700CALLNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$150.3M0.08%309,935CommonSOLE
30161N101EXCEXELON CORP$150.2M0.08%3,259,884CommonSOLE
595112103MUMICRON TECHNOLOGY INC$148.8M0.08%1,712,500PUTNONE
464287465EFAISHARES TR$148.2M0.08%1,812,800CALLNONE
073685109BECNUSDBEACON ROOFING SUPPLY INC$148.1M0.08%1,197,353CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$147.9M0.08%1,752,200PUTNONE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$147.5M0.08%59,985,000CommonSOLE
00287Y109ABBVABBVIE INC$147.3M0.08%703,100CALLNONE
254687106DISDISNEY WALT CO$147.3M0.08%1,492,200PUTNONE
15135B101CNCCENTENE CORP DEL$147.2M0.08%2,424,439CommonSOLE
771049103RBLXROBLOX CORP$147.1M0.08%2,523,882CommonSOLE
444859102HUMHUMANA INC$146.9M0.08%555,364CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$146.7M0.08%424,899CommonSOLE
98138H101WDAYWORKDAY INC$146.3M0.08%626,453CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$146.3M0.08%285,647CommonSOLE
032654105ADIANALOG DEVICES INC$146.0M0.08%724,050CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$146.0M0.08%274,100CALLNONE
931142103WMTWALMART INC$145.5M0.08%1,657,000CALLNONE
09260D107BXBLACKSTONE INC$144.6M0.08%1,034,272CommonSOLE
58933Y105MRKMERCK & CO INC$144.0M0.08%1,604,600PUTNONE
G5960L103MDTMEDTRONIC PLC$143.9M0.08%1,601,100PUTNONE
219350105GLWCORNING INC$143.6M0.08%3,136,336CommonSOLE
256746108DLTRDOLLAR TREE INC$142.6M0.08%1,900,100PUTNONE
016255101ALGNALIGN TECHNOLOGY INC$142.5M0.08%896,929CommonSOLE
617446448MSMORGAN STANLEY$138.5M0.07%1,186,800PUTNONE
G25508105CRHCRH PLC$138.2M0.07%1,570,930CommonSOLE
780259305SHELSHELL PLC$138.0M0.07%1,883,117CommonSOLE
02005N100ALLYALLY FINL INC$136.8M0.07%3,752,066CommonSOLE
437076102HDHOME DEPOT INC$135.0M0.07%368,300CALLNONE
58933Y105MRKMERCK & CO INC$135.0M0.07%1,503,500CALLNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$134.5M0.07%810,150CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$133.9M0.07%618,922CommonSOLE
166764100CVXCHEVRON CORP NEW$133.7M0.07%799,200CALLNONE
75734B100RDDTREDDIT INC$133.5M0.07%1,272,423CommonSOLE
406216101HALHALLIBURTON CO$132.0M0.07%5,202,752CommonSOLE
133131102CPTCAMDEN PPTY TR$131.9M0.07%1,078,335CommonSOLE
87612E106TGTTARGET CORP$131.7M0.07%1,262,444CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$131.4M0.07%1,256,178CommonSOLE
26701L100BROSDUTCH BROS INC$130.7M0.07%2,117,538CommonSOLE
03674X106ARANTERO RESOURCES CORP$130.7M0.07%3,230,892CommonSOLE
254687106DISDISNEY WALT CO$130.2M0.07%1,319,577CommonSOLE
22052L104CTVACORTEVA INC$130.2M0.07%2,068,610CommonSOLE
191216100KOCOCA COLA CO$129.9M0.07%1,813,359CommonSOLE
00206R102TAT&T INC$129.4M0.07%4,574,876CommonSOLE
92338C103VLTOVERALTO CORP$129.2M0.07%1,326,067CommonSOLE
79466L302CRMSALESFORCE INC$128.2M0.07%477,539CommonSOLE
654106103NKENIKE INC$128.0M0.07%2,016,400PUTNONE
713448108PEPPEPSICO INC$128.0M0.07%853,483CommonSOLE
37940X102GPNGLOBAL PMTS INC$127.8M0.07%1,305,232CommonSOLE
68389X105ORCLORACLE CORP$126.2M0.07%902,425CommonSOLE
47215P106JDJD.COM INC$124.8M0.07%3,035,867CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$124.6M0.07%1,514,157CommonSOLE
233051879ASHRDBX ETF TR$124.4M0.07%4,683,000CALLNONE
57636Q104MAMASTERCARD INCORPORATED$123.6M0.07%225,500CALLNONE
742718109PGPROCTER AND GAMBLE CO$123.6M0.07%725,000PUTNONE
458140100INTCINTEL CORP$123.5M0.07%5,439,600PUTNONE
690742101OCOWENS CORNING NEW$123.3M0.07%863,230CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$122.0M0.06%2,260,701CommonSOLE
29977A105EVREVERCORE INC$121.8M0.06%609,888CommonSOLE
N07059210ASMLASML HOLDING N V$121.7M0.06%183,600PUTNONE
806857108SLBSCHLUMBERGER LTD$121.4M0.06%2,905,000PUTNONE
573874104MRVLMARVELL TECHNOLOGY INC$121.4M0.06%1,971,980CommonSOLE
038222105AMATAPPLIED MATLS INC$121.3M0.06%836,100PUTNONE
20030N101CMCSACOMCAST CORP NEW$120.3M0.06%3,260,400CALLNONE
256746108DLTRDOLLAR TREE INC$120.0M0.06%1,597,957CommonSOLE
16679L109CHWYCHEWY INC$119.9M0.06%3,688,007CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$119.1M0.06%962,300CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$118.7M0.06%574,700CALLNONE
011532108AGIALAMOS GOLD INC NEW$118.5M0.06%4,430,791CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$118.2M0.06%350,719CommonSOLE
595112103MUMICRON TECHNOLOGY INC$117.6M0.06%1,353,600CALLNONE
446150104HBANHUNTINGTON BANCSHARES INC$116.2M0.06%7,740,605CommonSOLE
889478103TOLTOLL BROTHERS INC$115.9M0.06%1,097,742CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$115.7M0.06%677,927CommonSOLE
72352L106PINSPINTEREST INC$115.4M0.06%3,721,228CommonSOLE
343412102FLRFLUOR CORP NEW$115.1M0.06%3,211,906CommonSOLE
052769106ADSKAUTODESK INC$114.6M0.06%437,722CommonSOLE
351858105FNVFRANCO NEV CORP$114.3M0.06%725,751CommonSOLE
H11356104BGBUNGE GLOBAL SA$113.5M0.06%1,485,351CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$113.3M0.06%1,378,245CommonSOLE
876030107TPRTAPESTRY INC$112.1M0.06%1,591,984CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$111.5M0.06%3,196,180CommonSOLE
37045V100GMGENERAL MTRS CO$111.4M0.06%2,368,800CALLNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$111.4M0.06%844,073CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$110.8M0.06%1,312,758CommonSOLE
713448108PEPPEPSICO INC$110.7M0.06%738,600CALLNONE
576323109MTZMASTEC INC$110.4M0.06%946,346CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$109.8M0.06%1,068,645CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$109.3M0.06%1,271,723CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$109.2M0.06%501,794CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$108.7M0.06%3,177,308CommonSOLE
579780206MKCMCCORMICK & CO INC$108.3M0.06%1,315,310CommonSOLE
722304102PDDPDD HOLDINGS INC$107.7M0.06%910,200CALLNONE
17275R102CSCOCISCO SYS INC$107.6M0.06%1,743,800PUTNONE
92276F100VTRVENTAS INC$107.6M0.06%1,564,307CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$107.6M0.06%169,585CommonSOLE
149123101CATCATERPILLAR INC$107.5M0.06%326,100PUTNONE
89832Q109TFCTRUIST FINL CORP$107.4M0.06%2,608,972CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$107.3M0.06%304,200CALLNONE
G3643J108FLUTFLUTTER ENTMT PLC$106.6M0.06%481,094CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$106.2M0.06%1,422,543CommonSOLE
29355A107ENPHENPHASE ENERGY INC$106.1M0.06%1,709,947CommonSOLE
G87110105FTITECHNIPFMC PLC$106.1M0.06%3,347,877CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$105.2M0.06%1,355,216CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$105.0M0.06%7,578,553CommonSOLE
336433107FSLRFIRST SOLAR INC$104.8M0.06%828,931CommonSOLE
34959J108FTVFORTIVE CORP$104.6M0.06%1,428,815CommonSOLE
375558103GILDGILEAD SCIENCES INC$104.2M0.06%929,500CALLNONE
81762P102NOWSERVICENOW INC$103.5M0.06%129,940CommonSOLE
464287242LQDISHARES TR$103.3M0.05%950,000PUTNONE
65339F101NEENEXTERA ENERGY INC$103.0M0.05%1,452,365CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$102.9M0.05%2,050,242CommonSOLE
N00985106AERAERCAP HOLDINGS NV$102.7M0.05%1,005,165CommonSOLE
199908104FIXCOMFORT SYS USA INC$102.5M0.05%317,852CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$102.4M0.05%3,087,211CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$102.2M0.05%700,100CALLNONE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$102.0M0.05%105,630,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$102.0M0.05%417,979CommonSOLE
256746108DLTRDOLLAR TREE INC$101.9M0.05%1,358,000CALLNONE
92343V104VZVERIZON COMMUNICATIONS INC$101.8M0.05%2,244,900PUTNONE
496902404KGCKINROSS GOLD CORP$101.6M0.05%8,054,007CommonSOLE
58155Q103MCKMCKESSON CORP$101.4M0.05%150,600PUTNONE
617446448MSMORGAN STANLEY$101.1M0.05%866,400CALLNONE
067901108ABXBARRICK GOLD CORP$100.7M0.05%5,179,773CommonSOLE
002824100ABTABBOTT LABS$100.1M0.05%754,800CALLNONE
60937P106MDBMONGODB INC$99.8M0.05%568,949CommonSOLE
92189F676SMHVANECK ETF TRUST$99.4M0.05%470,200PUTNONE
07831C103BRBRBELLRING BRANDS INC$99.4M0.05%1,334,755CommonSOLE
00287Y109ABBVABBVIE INC$99.4M0.05%474,270CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$98.9M0.05%1,084,800PUTNONE
05478C105AZEKAZEK CO INC$98.8M0.05%2,021,778CommonSOLE
00724F101ADBEADOBE INC$98.5M0.05%256,800CALLNONE
H5919C104ONONON HLDG AG$98.2M0.05%2,235,837CommonSOLE
574599106MASMASCO CORP$97.4M0.05%1,400,662CommonSOLE
56585A102MPCMARATHON PETE CORP$97.1M0.05%666,421CommonSOLE
387328107GVAGRANITE CONSTR INC$96.7M0.05%1,283,009CommonSOLE
780087102RYROYAL BK CDA$96.7M0.05%620,700PUTNONE
172908105CTASCINTAS CORP$96.6M0.05%470,162CommonSOLE
229663109CUBECUBESMART$96.6M0.05%2,261,419CommonSOLE
191216100KOCOCA COLA CO$96.3M0.05%1,344,200PUTNONE
78468R556XOPSPDR SER TR$96.0M0.05%729,100PUTNONE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$96.0M0.05%102,606,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$96.0M0.05%49,188CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$95.7M0.05%361,911CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$95.7M0.05%1,313,200CALLNONE
14448C104CARRCARRIER GLOBAL CORPORATION$95.6M0.05%1,507,816CommonSOLE
37045V100GMGENERAL MTRS CO$95.5M0.05%2,030,000PUTNONE
375558103GILDGILEAD SCIENCES INC$95.2M0.05%849,900PUTNONE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$94.4M0.05%97,000,000CommonSOLE
369550108GDGENERAL DYNAMICS CORP$94.3M0.05%346,037CommonSOLE
244199105DEDEERE & CO$94.3M0.05%200,900PUTNONE
35671D857FCXFREEPORT-MCMORAN INC$94.1M0.05%2,486,188CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$93.9M0.05%453,305CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$93.8M0.05%188,475CommonSOLE
90138F102TWLOTWILIO INC$93.6M0.05%956,398CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$93.6M0.05%222,901CommonSOLE
440452100HRLHORMEL FOODS CORP$93.5M0.05%3,021,887CommonSOLE
670346105NUENUCOR CORP$93.1M0.05%773,800CALLNONE
74144T108TROWPRICE T ROWE GROUP INC$93.0M0.05%1,012,209CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$92.9M0.05%1,186,500PUTNONE
097023105BABOEING CO$92.6M0.05%543,000CALLNONE
855244109SBUXSTARBUCKS CORP$92.5M0.05%942,900PUTNONE
20825C104COPCONOCOPHILLIPS$92.5M0.05%880,548CommonSOLE
13321L108CCJCAMECO CORP$91.8M0.05%2,231,188CommonSOLE
548661107LOWLOWES COS INC$91.7M0.05%393,000PUTNONE
962166104WYWEYERHAEUSER CO MTN BE$91.7M0.05%3,130,367CommonSOLE
526057104LENLENNAR CORP$90.8M0.05%791,083CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$90.7M0.05%369,800CommonSOLE
78464A714XRTSPDR SER TR$90.5M0.05%1,310,000CALLNONE
78464A714XRTSPDR SER TR$90.5M0.05%1,310,000PUTNONE
364760108GAPGAP INC$90.4M0.05%4,387,711CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$90.3M0.05%1,384,300CALLNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$90.2M0.05%2,074,927CommonSOLE
74935Q107RBARB GLOBAL INC$90.2M0.05%899,006CommonSOLE
960413102WLKWESTLAKE CORPORATION$90.1M0.05%901,229CommonSOLE
670346105NUENUCOR CORP$90.1M0.05%749,117CommonSOLE
002824100ABTABBOTT LABS$90.0M0.05%678,720CommonSOLE
31428X106FDXFEDEX CORP$89.9M0.05%368,900PUTNONE
55087P104LYFTLYFT INC$89.7M0.05%7,554,376CommonSOLE
98978V103ZTSZOETIS INC$89.6M0.05%544,428CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$89.2M0.05%1,139,400CALLNONE
69351T106PPLPPL CORP$88.5M0.05%2,451,508CommonSOLE
461202103INTUINTUIT$88.4M0.05%144,000CALLNONE
969904101WSMWILLIAMS SONOMA INC$88.2M0.05%557,874CommonSOLE
50202M102LILI AUTO INC$88.2M0.05%3,499,496CommonSOLE
45167R104IEXIDEX CORP$88.2M0.05%487,274CommonSOLE
30231G102XOMEXXON MOBIL CORP$88.1M0.05%740,416CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$87.7M0.05%2,545,611CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$87.4M0.05%1,631,953CommonSOLE
98138H101WDAYWORKDAY INC$87.3M0.05%373,900PUTNONE
031162100AMGNAMGEN INC$87.3M0.05%280,200CALLNONE
22822V101CCICROWN CASTLE INC$87.2M0.05%836,914CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$87.2M0.05%506,265CommonSOLE
277276101EGPEASTGROUP PPTYS INC$86.9M0.05%493,144CommonSOLE
189054109CLXCLOROX CO DEL$86.8M0.05%589,807CommonSOLE
857477103STTSTATE STR CORP$86.6M0.05%967,553CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$86.4M0.05%565,713CommonSOLE
747525103QCOMQUALCOMM INC$86.2M0.05%561,200CALLNONE
81369Y803XLKSELECT SECTOR SPDR TR$86.1M0.05%417,219CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$86.1M0.05%148,503CommonSOLE
05352A100AVTRAVANTOR INC$86.0M0.05%5,305,320CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$86.0M0.05%518,000CALLNONE
92189H607OIHVANECK ETF TRUST$85.7M0.05%327,000PUTNONE
478160104JNJJOHNSON & JOHNSON$85.5M0.05%515,400CALLNONE
70202L102PSNPARSONS CORP DEL$85.4M0.05%1,443,002CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$85.3M0.05%2,356,316CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$85.1M0.05%573,253CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$85.0M0.05%1,078,458CommonSOLE
038222105AMATAPPLIED MATLS INC$85.0M0.05%585,700CALLNONE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$85.0M0.05%48,647,000CommonSOLE
92343E102VRSNVERISIGN INC$84.8M0.05%334,036CommonSOLE
009066101ABNBAIRBNB INC$84.6M0.05%708,200PUTNONE
464287184FXIISHARES TR$84.6M0.05%2,359,619CommonSOLE
20030N101CMCSACOMCAST CORP NEW$84.5M0.04%2,290,500PUTNONE
760759100RSGREPUBLIC SVCS INC$84.5M0.04%348,853CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$84.5M0.04%5,495,489CommonSOLE
143130102KMXCARMAX INC$84.3M0.04%1,081,826CommonSOLE
G5960L103MDTMEDTRONIC PLC$84.1M0.04%935,900CALLNONE
69047Q102OVVOVINTIV INC$84.1M0.04%1,964,274CommonSOLE
22266T109CPNGCOUPANG INC$83.9M0.04%3,827,582CommonSOLE
833034101SNASNAP ON INC$83.9M0.04%248,826CommonSOLE
58155Q103MCKMCKESSON CORP$83.8M0.04%124,566CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$83.6M0.04%2,517,904CommonSOLE
025816109AXPAMERICAN EXPRESS CO$83.5M0.04%310,342CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$83.5M0.04%1,722,683CommonSOLE
G5960L103MDTMEDTRONIC PLC$83.4M0.04%928,239CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$83.4M0.04%586,222CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$83.4M0.04%503,462CommonSOLE
615369105MCOMOODYS CORP$83.2M0.04%178,653CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$83.2M0.04%82,700,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$83.1M0.04%2,699,281CommonSOLE
090040106BILIBILIBILI INC$83.0M0.04%4,341,141CommonSOLE
136375102CNICANADIAN NATL RY CO$83.0M0.04%851,180CommonSOLE
78468R556XOPSPDR SER TR$82.8M0.04%628,600CALLNONE
693506107PPGPPG INDS INC$82.5M0.04%754,736CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$82.5M0.04%277,294CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$82.0M0.04%1,564,536CommonSOLE
090572207BIOBIO RAD LABS INC$81.8M0.04%336,052CommonSOLE
92189F676SMHVANECK ETF TRUST$81.4M0.04%384,765CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$81.3M0.04%806,200PUTNONE
G5509L101LIVNLIVANOVA PLC$81.1M0.04%2,065,023CommonSOLE
717081103PFEPFIZER INC$81.0M0.04%3,197,200CALLNONE
35671D857FCXFREEPORT-MCMORAN INC$80.9M0.04%2,137,600PUTNONE
81369Y886XLUSELECT SECTOR SPDR TR$80.9M0.04%1,026,200CALLNONE
115236101BROBROWN & BROWN INC$80.8M0.04%649,852CommonSOLE
57164YAD9VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE$80.7M0.04%84,167,000CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$80.7M0.04%3,713,949CommonSOLE
369604301GEGE AEROSPACE$80.7M0.04%403,000PUTNONE
36828A101GEVGE VERNOVA INC$80.5M0.04%263,561CommonSOLE
883203101TXTTEXTRON INC$80.4M0.04%1,113,026CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$80.4M0.04%147,100PUTNONE
20825C104COPCONOCOPHILLIPS$80.3M0.04%764,300CALLNONE
517834107LVSLAS VEGAS SANDS CORP$80.3M0.04%2,077,512CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$80.2M0.04%1,996,598CommonSOLE
247361702DALDELTA AIR LINES INC DEL$80.2M0.04%1,838,720CommonSOLE
254687106DISDISNEY WALT CO$80.0M0.04%810,400CALLNONE
548661107LOWLOWES COS INC$79.7M0.04%341,700CALLNONE
552953101MGMMGM RESORTS INTERNATIONAL$79.7M0.04%2,688,693CommonSOLE
34354P105FLSFLOWSERVE CORP$79.6M0.04%1,630,226CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$79.5M0.04%69,361,000CommonSOLE
654106103NKENIKE INC$79.0M0.04%1,245,110CommonSOLE
25809K105DASHDOORDASH INC$79.0M0.04%432,168CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$78.5M0.04%251,600PUTNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$78.3M0.04%927,800CALLNONE
191216100KOCOCA COLA CO$78.1M0.04%1,090,900CALLNONE
742718109PGPROCTER AND GAMBLE CO$78.0M0.04%457,900CALLNONE
810186106SMGSCOTTS MIRACLE-GRO CO$78.0M0.04%1,421,220CommonSOLE
512807306LRCXLAM RESEARCH CORP$77.7M0.04%1,069,400CALLNONE
81762P102NOWSERVICENOW INC$77.7M0.04%97,600PUTNONE
68389X105ORCLORACLE CORP$77.7M0.04%555,700CALLNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$77.6M0.04%287,337CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$77.6M0.04%517,933CommonSOLE
64110W102NTESNETEASE INC$77.5M0.04%753,400CALLNONE
78442P106SLMSLM CORP$77.3M0.04%2,633,072CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$77.2M0.04%771,605CommonSOLE

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.