MondegarAI
Millennium

Q2 2025 · 13F-HR

Millenniumholdings as filed

Filed 2025-08-14 · accession 0001273087-25-000028

$207.08B
Reported value
5,805
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Millennium · Q2 2025

AI · grounded in 13F

Millennium established a new position in QQQ valued at $8.04B. The fund also initiated new stakes in NVDA for $7.42B and IWM for $7.26B. Additional new positions include MSFT at $5.91B and SPY at $5.20B.

Holdings as filed

First 500 of 5805

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$5.04B2.43%23,346,800PUTNONE
67066G104NVDANVIDIA CORPORATION$4.59B2.22%29,053,600PUTNONE
46090E103QQQINVESCO QQQ TR$4.28B2.07%7,764,000CALLNONE
464287200IVVISHARES TR$3.90B1.88%6,281,763CommonSOLE
46090E103QQQINVESCO QQQ TR$3.56B1.72%6,456,300PUTNONE
594918104MSFTMICROSOFT CORP$3.02B1.46%6,072,000PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$2.49B1.20%4,029,800PUTNONE
023135106AMZNAMAZON COM INC$2.47B1.20%11,280,100PUTNONE
464287655IWMISHARES TR$2.20B1.06%10,217,700CALLNONE
30303M102METAMETA PLATFORMS INC$2.13B1.03%2,890,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$1.92B0.93%3,108,700CALLNONE
594918104MSFTMICROSOFT CORP$1.74B0.84%3,498,000CALLNONE
67066G104NVDANVIDIA CORPORATION$1.55B0.75%9,812,000CALLNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.31B0.63%21,434,338CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.28B0.62%8,075,059CommonSOLE
037833100AAPLAPPLE INC$1.25B0.60%6,104,100PUTNONE
023135106AMZNAMAZON COM INC$1.23B0.59%5,593,300CALLNONE
037833100AAPLAPPLE INC$1.22B0.59%5,969,900CALLNONE
64110L106NFLXNETFLIX INC$1.18B0.57%882,800PUTNONE
88160R101TSLATESLA INC$1.15B0.56%3,630,400PUTNONE
594918104MSFTMICROSOFT CORP$1.15B0.55%2,310,420CommonSOLE
02079K305GOOGLALPHABET INC$1.02B0.49%5,815,200PUTNONE
023135106AMZNAMAZON COM INC$995.2M0.48%4,536,051CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$968.0M0.47%6,821,900PUTNONE
30303M102METAMETA PLATFORMS INC$932.1M0.45%1,262,900CALLNONE
81369Y605XLFSELECT SECTOR SPDR TR$928.3M0.45%17,726,300PUTNONE
464287234EEMISHARES TR$925.4M0.45%19,182,500PUTNONE
464288513HYGISHARES TR$923.2M0.45%11,446,400PUTNONE
03831W108APPAPPLOVIN CORP$909.5M0.44%2,597,928CommonSOLE
11135F101AVGOBROADCOM INC$859.3M0.41%3,117,200PUTNONE
88160R101TSLATESLA INC$812.8M0.39%2,558,600CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$787.1M0.38%1,273,926CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$718.9M0.35%1,631,500PUTNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$682.9M0.33%5,009,207CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$661.0M0.32%7,032,206CommonSOLE
060505104BACBANK AMERICA CORP$632.5M0.31%13,365,800PUTNONE
11135F101AVGOBROADCOM INC$569.3M0.27%2,065,400CALLNONE
46120E602ISRGINTUITIVE SURGICAL INC$536.8M0.26%987,851CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$522.6M0.25%6,682,000CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$510.2M0.25%2,536,873CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$509.5M0.25%906,734CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$498.9M0.24%1,970,200PUTNONE
42809H107HESHESS CORP$478.2M0.23%3,451,615CommonSOLE
55354G100MSCIMSCI INC$470.5M0.23%815,767CommonSOLE
464287234EEMISHARES TR$467.6M0.23%9,692,800CALLNONE
81369Y605XLFSELECT SECTOR SPDR TR$463.1M0.22%8,843,300CALLNONE
464287242LQDISHARES TR$457.1M0.22%4,170,100CALLNONE
00287Y109ABBVABBVIE INC$454.1M0.22%2,446,607CommonSOLE
02079K107GOOGALPHABET INC$447.6M0.22%2,523,102CommonSOLE
464287184FXIISHARES TR$446.2M0.22%12,138,900PUTNONE
532457108LLYELI LILLY & CO$445.0M0.21%570,892CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$444.2M0.21%4,636,019CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$440.3M0.21%5,192,000PUTNONE
30303M102METAMETA PLATFORMS INC$433.9M0.21%587,865CommonSOLE
68389X105ORCLORACLE CORP$432.2M0.21%1,976,844CommonSOLE
464287184FXIISHARES TR$422.8M0.20%11,501,200CALLNONE
172967424CCITIGROUP INC$422.6M0.20%4,964,800CALLNONE
02079K305GOOGLALPHABET INC$421.7M0.20%2,392,900CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$421.4M0.20%2,969,800CALLNONE
907818108UNPUNION PAC CORP$416.1M0.20%1,808,705CommonSOLE
037833100AAPLAPPLE INC$410.7M0.20%2,001,957CommonSOLE
097023105BABOEING CO$408.1M0.20%1,947,495CommonSOLE
931142103WMTWALMART INC$394.8M0.19%4,037,373CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$392.7M0.19%2,140,582CommonSOLE
02079K107GOOGALPHABET INC$386.6M0.19%2,179,500PUTNONE
46625H100JPMJPMORGAN CHASE & CO.$382.9M0.18%1,320,691CommonSOLE
02079K305GOOGLALPHABET INC$382.5M0.18%2,170,344CommonSOLE
16411R208LNGCHENIERE ENERGY INC$370.1M0.18%1,519,614CommonSOLE
594972408MSTRMICROSTRATEGY INC$368.3M0.18%911,200PUTNONE
G25508105CRHCRH PLC$364.5M0.18%3,970,292CommonSOLE
235851102DHRDANAHER CORPORATION$360.8M0.17%1,826,338CommonSOLE
G5960L103MDTMEDTRONIC PLC$350.6M0.17%4,022,565CommonSOLE
626755102MUSAMURPHY USA INC$344.1M0.17%845,793CommonSOLE
872657101TPGTPG INC$343.4M0.17%6,546,621CommonSOLE
717081103PFEPFIZER INC$339.2M0.16%13,993,591CommonSOLE
337932107FEFIRSTENERGY CORP$338.5M0.16%8,407,932CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$337.9M0.16%3,621,900PUTNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$337.7M0.16%2,477,500PUTNONE
29977A105EVREVERCORE INC$336.6M0.16%1,246,759CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$331.8M0.16%4,063,000PUTNONE
00724F101ADBEADOBE INC$324.4M0.16%838,600PUTNONE
254687106DISDISNEY WALT CO$321.4M0.16%2,591,400PUTNONE
15135U109CVECENOVUS ENERGY INC$321.1M0.16%23,611,873CommonSOLE
92826C839VVISA INC$320.7M0.15%903,200PUTNONE
92189F676SMHVANECK ETF TRUST$319.6M0.15%1,146,100CALLNONE
949746101WMT2WELLS FARGO CO NEW$313.2M0.15%3,908,900PUTNONE
81369Y506XLESELECT SECTOR SPDR TR$311.4M0.15%3,671,200CALLNONE
30231G102XOMEXXON MOBIL CORP$310.7M0.15%2,881,900PUTNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$308.8M0.15%1,569,326CommonSOLE
718172109PMPHILIP MORRIS INTL INC$308.2M0.15%1,692,192CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$307.2M0.15%14,489,078CommonSOLE
833445109SNOWSNOWFLAKE INC$307.1M0.15%1,372,300PUTNONE
594972408MSTRMICROSTRATEGY INC$305.2M0.15%755,000CALLNONE
81369Y407XLYSELECT SECTOR SPDR TR$304.2M0.15%1,399,700PUTNONE
461202103INTUINTUIT$302.5M0.15%384,100PUTNONE
464287465EFAISHARES TR$301.9M0.15%3,377,400PUTNONE
22160K105COSTCOSTCO WHSL CORP NEW$298.1M0.14%301,100PUTNONE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$292.8M0.14%163,000,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$290.1M0.14%1,000,500PUTNONE
097023105BABOEING CO$286.9M0.14%1,369,400PUTNONE
23804L103DDOGDATADOG INC$286.9M0.14%2,135,449CommonSOLE
770700102HOODROBINHOOD MKTS INC$285.4M0.14%3,048,178CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$283.2M0.14%2,681,468CommonSOLE
126650100CVSCVS HEALTH CORP$280.5M0.14%4,066,670CommonSOLE
78464A870XBISPDR SERIES TRUST$279.0M0.13%3,364,800PUTNONE
79466L302CRMSALESFORCE INC$276.6M0.13%1,014,400PUTNONE
12504L109CBRECBRE GROUP INC$276.4M0.13%1,972,386CommonSOLE
166764100CVXCHEVRON CORP NEW$275.9M0.13%1,926,700PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$275.5M0.13%567,100PUTNONE
03662Q105AKXANSYS INC$273.0M0.13%777,225CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$271.7M0.13%586,740CommonSOLE
191216100KOCOCA COLA CO$271.0M0.13%3,829,844CommonSOLE
69331C108PCGPG&E CORP$270.4M0.13%19,394,977CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$270.1M0.13%1,269,429CommonSOLE
532457108LLYELI LILLY & CO$268.9M0.13%345,000PUTNONE
267475101DYDYCOM INDS INC$267.7M0.13%1,095,359CommonSOLE
456788108INFYINFOSYS LTD$259.9M0.13%14,024,924CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$258.1M0.12%3,523,267CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$257.1M0.12%457,600PUTNONE
68389X105ORCLORACLE CORP$255.2M0.12%1,167,400CALLNONE
617446448MSMORGAN STANLEY$255.0M0.12%1,810,600PUTNONE
464288513HYGISHARES TR$254.7M0.12%3,158,400CALLNONE
617700109MORNMORNINGSTAR INC$254.6M0.12%811,158CommonSOLE
172967424CCITIGROUP INC$253.0M0.12%2,971,882CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$251.8M0.12%43,500PUTNONE
79466L302CRMSALESFORCE INC$246.1M0.12%902,523CommonSOLE
64110L106NFLXNETFLIX INC$244.3M0.12%182,400CALLNONE
85914M107STEPSTEPSTONE GROUP INC$244.1M0.12%4,397,926CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$241.7M0.12%1,067,106CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$238.9M0.12%134,602,000CommonSOLE
032095101APHAMPHENOL CORP NEW$238.7M0.12%2,416,955CommonSOLE
04016X101ARGXARGENX SE$236.9M0.11%429,844CommonSOLE
200340107CMACOMERICA INC$234.5M0.11%3,931,096CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$233.7M0.11%2,060,535CommonSOLE
149123101CATCATERPILLAR INC$232.7M0.11%599,309CommonSOLE
92189F676SMHVANECK ETF TRUST$230.2M0.11%825,300PUTNONE
337738108FISVFISERV INC$227.7M0.11%1,320,688CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$227.1M0.11%1,109,600PUTNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$226.7M0.11%2,693,394CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$226.6M0.11%3,048,800PUTNONE
00724F101ADBEADOBE INC$224.9M0.11%581,367CommonSOLE
29364G103ETRENTERGY CORP NEW$224.8M0.11%2,704,189CommonSOLE
G54950103LINLINDE PLC$224.5M0.11%478,410CommonSOLE
48251W104KKRKKR & CO INC$224.3M0.11%1,686,017CommonSOLE
92826C839VVISA INC$223.0M0.11%628,100CALLNONE
595112103MUMICRON TECHNOLOGY INC$221.8M0.11%1,799,400PUTNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$221.3M0.11%5,696,601CommonSOLE
040413205ANETARISTA NETWORKS INC$220.6M0.11%2,156,110CommonSOLE
743315103PGRPROGRESSIVE CORP$218.3M0.11%818,195CommonSOLE
64110L106NFLXNETFLIX INC$217.8M0.11%162,616CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$216.9M0.10%748,000CALLNONE
049468101TEAMATLASSIAN CORPORATION$216.8M0.10%1,067,446CommonSOLE
219350105GLWCORNING INC$216.4M0.10%4,114,594CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$214.7M0.10%1,277,735CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$214.0M0.10%1,587,500PUTNONE
457669307INSMINSMED INC$213.5M0.10%2,121,717CommonSOLE
464286509EWCISHARES INC$211.4M0.10%4,576,000PUTNONE
81369Y886XLUSELECT SECTOR SPDR TR$209.2M0.10%2,562,100CALLNONE
742718109PGPROCTER AND GAMBLE CO$208.3M0.10%1,307,339CommonSOLE
579780206MKCMCCORMICK & CO INC$208.0M0.10%2,743,852CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$207.8M0.10%408,000PUTNONE
832696405SJMSMUCKER J M CO$207.5M0.10%2,113,483CommonSOLE
860630102SFSTIFEL FINL CORP$207.4M0.10%1,998,005CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$206.0M0.10%3,515,698CommonSOLE
78464A698KRESPDR SERIES TRUST$203.8M0.10%3,432,200CALLNONE
747525103QCOMQUALCOMM INC$201.3M0.10%1,264,200PUTNONE
02079K107GOOGALPHABET INC$198.5M0.10%1,119,100CALLNONE
060505104BACBANK AMERICA CORP$198.1M0.10%4,186,300CALLNONE
20030N101CMCSACOMCAST CORP NEW$196.6M0.09%5,507,248CommonSOLE
89346D107TACTRANSALTA CORP$196.5M0.09%18,223,393CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$192.8M0.09%7,875,987CommonSOLE
46090E103QQQINVESCO QQQ TR$191.9M0.09%347,838CommonSOLE
852234103XYZBLOCK INC$190.9M0.09%2,810,396CommonSOLE
256746108DLTRDOLLAR TREE INC$190.6M0.09%1,924,400PUTNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$190.4M0.09%3,390,474CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$189.2M0.09%835,400PUTNONE
512807306LRCXLAM RESEARCH CORP$188.7M0.09%1,939,007CommonSOLE
30040W108ESEVERSOURCE ENERGY$188.2M0.09%2,958,544CommonSOLE
00206R102TAT&T INC$188.0M0.09%6,495,852CommonSOLE
62482R10707WAMR COOPER GROUP INC$187.8M0.09%1,258,563CommonSOLE
437076102HDHOME DEPOT INC$183.9M0.09%501,489CommonSOLE
576323109MTZMASTEC INC$183.7M0.09%1,077,822CommonSOLE
98978V103ZTSZOETIS INC$183.2M0.09%1,174,805CommonSOLE
501044101KRKROGER CO$183.0M0.09%2,551,462CommonSOLE
872590104TMUST-MOBILE US INC$182.7M0.09%767,015CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$182.3M0.09%618,300PUTNONE
189054109CLXCLOROX CO DEL$179.6M0.09%1,495,414CommonSOLE
17275R102CSCOCISCO SYS INC$179.5M0.09%2,587,352CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$179.2M0.09%318,900CALLNONE
548661107LOWLOWES COS INC$178.8M0.09%805,701CommonSOLE
172967424CCITIGROUP INC$178.6M0.09%2,097,900PUTNONE
03073E105CORCENCORA INC$178.5M0.09%595,401CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$177.9M0.09%338,826CommonSOLE
68389X105ORCLORACLE CORP$177.9M0.09%813,600PUTNONE
88033G407THCTENET HEALTHCARE CORP$177.6M0.09%1,009,212CommonSOLE
629377508NRGNRG ENERGY INC$177.3M0.09%1,104,154CommonSOLE
81762P102NOWSERVICENOW INC$177.0M0.09%172,200PUTNONE
G6683N103NUNU HLDGS LTD$176.9M0.09%12,891,572CommonSOLE
29444U700EQIXEQUINIX INC$176.4M0.09%221,804CommonSOLE
149123101CATCATERPILLAR INC$174.5M0.08%449,500PUTNONE
17275R102CSCOCISCO SYS INC$173.8M0.08%2,504,600PUTNONE
464287432TLTISHARES TR$173.1M0.08%1,961,100CALLNONE
19260Q107COINCOINBASE GLOBAL INC$172.4M0.08%491,900PUTNONE
260003108DOVDOVER CORP$172.3M0.08%940,193CommonSOLE
889478103TOLTOLL BROTHERS INC$170.6M0.08%1,494,689CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$170.4M0.08%4,682,506CommonSOLE
747525103QCOMQUALCOMM INC$169.9M0.08%1,067,048CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$169.7M0.08%1,244,900CALLNONE
487836108KKELLANOVA$169.5M0.08%2,130,831CommonSOLE
369550108GDGENERAL DYNAMICS CORP$169.5M0.08%581,005CommonSOLE
69047Q102OVVOVINTIV INC$169.1M0.08%4,443,511CommonSOLE
009066101ABNBAIRBNB INC$168.7M0.08%1,274,743CommonSOLE
336433107FSLRFIRST SOLAR INC$168.1M0.08%1,015,301CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$167.9M0.08%1,844,422CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$167.8M0.08%3,871,500PUTNONE
17275R102CSCOCISCO SYS INC$167.0M0.08%2,407,000CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$166.8M0.08%1,175,757CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$166.2M0.08%532,600PUTNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$165.9M0.08%2,357,014CommonSOLE
816851109SRESEMPRA$164.6M0.08%2,172,284CommonSOLE
30231G102XOMEXXON MOBIL CORP$164.2M0.08%1,523,200CALLNONE
19260Q107COINCOINBASE GLOBAL INC$164.0M0.08%467,900CALLNONE
231561101CWCURTISS WRIGHT CORP$163.3M0.08%334,348CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$163.3M0.08%1,790,097CommonSOLE
464287242LQDISHARES TR$162.8M0.08%1,485,600PUTNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$162.5M0.08%2,193,572CommonSOLE
256746108DLTRDOLLAR TREE INC$161.2M0.08%1,627,742CommonSOLE
532457108LLYELI LILLY & CO$160.9M0.08%206,400CALLNONE
478160104JNJJOHNSON & JOHNSON$160.8M0.08%1,052,718CommonSOLE
872540109TJXTJX COS INC NEW$160.8M0.08%1,302,049CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$160.6M0.08%514,700CALLNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$160.5M0.08%1,120,049CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$159.4M0.08%1,289,511CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$157.7M0.08%159,260CommonSOLE
871607107SNPSSYNOPSYS INC$157.1M0.08%306,392CommonSOLE
833445109SNOWSNOWFLAKE INC$156.3M0.08%698,700CALLNONE
22052L104CTVACORTEVA INC$155.9M0.08%2,091,891CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$155.8M0.08%2,834,355CommonSOLE
693506107PPGPPG INDS INC$153.1M0.07%1,345,790CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$151.7M0.07%693,691CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$151.3M0.07%4,228,533CommonSOLE
595112103MUMICRON TECHNOLOGY INC$150.6M0.07%1,222,300CALLNONE
038222105AMATAPPLIED MATLS INC$150.3M0.07%821,100PUTNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$150.1M0.07%1,194,219CommonSOLE
878742204TECKTECK RESOURCES LTD$149.6M0.07%3,704,483CommonSOLE
438516106HONHONEYWELL INTL INC$149.5M0.07%641,988CommonSOLE
336433107FSLRFIRST SOLAR INC$148.1M0.07%894,600CALLNONE
24703L202DELLDELL TECHNOLOGIES INC$148.0M0.07%1,206,800PUTNONE
85208M102SFMSPROUTS FMRS MKT INC$147.9M0.07%898,195CommonSOLE
37045V100GMGENERAL MTRS CO$147.8M0.07%3,002,480CommonSOLE
N07059210ASMLASML HOLDING N V$147.7M0.07%184,300PUTNONE
13321L108CCJCAMECO CORP$147.3M0.07%1,984,482CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$146.0M0.07%147,500CALLNONE
097023105BABOEING CO$146.0M0.07%696,600CALLNONE
98980G102ZSZSCALER INC$145.7M0.07%464,100PUTNONE
23331A109DHID R HORTON INC$145.7M0.07%1,130,103CommonSOLE
12572Q105CMECME GROUP INC$145.7M0.07%528,445CommonSOLE
G5960L103MDTMEDTRONIC PLC$144.4M0.07%1,656,300CALLNONE
060505104BACBANK AMERICA CORP$143.5M0.07%3,031,785CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$143.4M0.07%998,785CommonSOLE
458140100INTCINTEL CORP$143.1M0.07%6,387,966CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$142.7M0.07%753,489CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$142.6M0.07%1,219,704CommonSOLE
29362U104ENTGENTEGRIS INC$141.9M0.07%1,759,286CommonSOLE
166764100CVXCHEVRON CORP NEW$141.7M0.07%989,700CALLNONE
40131M109GHGUARDANT HEALTH INC$141.6M0.07%2,721,881CommonSOLE
478160104JNJJOHNSON & JOHNSON$141.4M0.07%925,400PUTNONE
857477103STTSTATE STR CORP$140.5M0.07%1,321,100CALLNONE
81369Y704XLISELECT SECTOR SPDR TR$139.8M0.07%947,900PUTNONE
216648501COOCOOPER COS INC$138.8M0.07%1,951,180CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$138.7M0.07%1,885,667CommonSOLE
370334104GISGENERAL MLS INC$138.6M0.07%2,674,375CommonSOLE
387328107GVAGRANITE CONSTR INC$137.6M0.07%1,471,022CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$137.0M0.07%1,079,628CommonSOLE
931142103WMTWALMART INC$135.7M0.07%1,387,500PUTNONE
126408103CSXCSX CORP$135.4M0.07%4,148,493CommonSOLE
443510607HUBBHUBBELL INC$135.0M0.07%330,617CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$134.4M0.06%2,546,413CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$134.0M0.06%529,200CALLNONE
48203R104JNPJUNIPER NETWORKS INC$133.9M0.06%3,354,400PUTNONE
464287465EFAISHARES TR$133.9M0.06%1,498,000CALLNONE
530307305LBRDKLIBERTY BROADBAND CORP$133.8M0.06%1,360,343CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$133.7M0.06%3,090,811CommonSOLE
03076C106AMPAMERIPRISE FINL INC$133.3M0.06%249,712CommonSOLE
574599106MASMASCO CORP$133.1M0.06%2,067,890CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$132.6M0.06%563,186CommonSOLE
G29183103ETNEATON CORP PLC$132.2M0.06%370,426CommonSOLE
437076102HDHOME DEPOT INC$131.5M0.06%358,700PUTNONE
464287432TLTISHARES TR$131.3M0.06%1,488,200PUTNONE
058498106BALLBALL CORP$131.3M0.06%2,340,553CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$130.9M0.06%408,818CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$130.7M0.06%2,086,571CommonSOLE
11135F101AVGOBROADCOM INC$130.1M0.06%472,061CommonSOLE
00724F101ADBEADOBE INC$129.9M0.06%335,700CALLNONE
403949100DINOHF SINCLAIR CORP$129.5M0.06%3,152,079CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$129.4M0.06%1,096,212CommonSOLE
461202103INTUINTUIT$129.3M0.06%164,100CALLNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$129.2M0.06%555,774CommonSOLE
97650W108WTFCWINTRUST FINL CORP$127.8M0.06%1,031,076CommonSOLE
78464A698KRESPDR SERIES TRUST$127.8M0.06%2,151,600PUTNONE
693475105PNCPNC FINL SVCS GROUP INC$126.2M0.06%676,819CommonSOLE
N00985106AERAERCAP HOLDINGS NV$126.1M0.06%1,077,814CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$126.1M0.06%310,999CommonSOLE
N14506104ESTCELASTIC N V$125.5M0.06%1,488,548CommonSOLE
053332102AZOAUTOZONE INC$123.2M0.06%33,186CommonSOLE
58733R102MELIMERCADOLIBRE INC$122.1M0.06%46,700PUTNONE
580135101MCDMCDONALDS CORP$121.9M0.06%417,149CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$121.5M0.06%755,911CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$120.7M0.06%3,023,521CommonSOLE
020002101ALLALLSTATE CORP$120.7M0.06%599,381CommonSOLE
461202103INTUINTUIT$120.2M0.06%152,618CommonSOLE
15135B101CNCCENTENE CORP DEL$120.0M0.06%2,210,031CommonSOLE
60937P106MDBMONGODB INC$119.9M0.06%570,770CommonSOLE
200340107CMACOMERICA INC$119.8M0.06%2,008,900CALLNONE
512807306LRCXLAM RESEARCH CORP$119.8M0.06%1,230,700PUTNONE
13100M509CALXCALIX INC$119.5M0.06%2,247,122CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$118.7M0.06%1,357,254CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$118.5M0.06%1,279,862CommonSOLE
87612E106TGTTARGET CORP$118.1M0.06%1,196,749CommonSOLE
75513E101RTXRTX CORPORATION$117.7M0.06%806,025CommonSOLE
654106103NKENIKE INC$117.7M0.06%1,656,635CommonSOLE
440452100HRLHORMEL FOODS CORP$117.6M0.06%3,888,149CommonSOLE
55087P104LYFTLYFT INC$117.3M0.06%7,441,184CommonSOLE
690742101OCOWENS CORNING NEW$117.2M0.06%852,049CommonSOLE
30063P105EXKEXACT SCIENCES CORP$117.0M0.06%2,201,643CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$116.2M0.06%239,300CALLNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$116.0M0.06%227,700CALLNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$115.2M0.06%1,545,908CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$114.8M0.06%1,418,166CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$114.6M0.06%3,737,926CommonSOLE
02209S103MOALTRIA GROUP INC$114.4M0.06%1,951,189CommonSOLE
45104G104IBNICICI BANK LIMITED$114.4M0.06%3,400,034CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$114.0M0.06%19,700CALLNONE
25809K105DASHDOORDASH INC$114.0M0.06%462,435CommonSOLE
31428X106FDXFEDEX CORP$114.0M0.06%501,340CommonSOLE
512807306LRCXLAM RESEARCH CORP$113.7M0.05%1,168,000CALLNONE
26603R106DUOLDUOLINGO INC$113.2M0.05%276,142CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$112.6M0.05%1,454,409CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$112.0M0.05%87,794,000CommonSOLE
92840M102VSTVISTRA CORP$112.0M0.05%578,026CommonSOLE
833445109SNOWSNOWFLAKE INC$112.0M0.05%500,589CommonSOLE
969457100WMBWILLIAMS COS INC$112.0M0.05%1,782,633CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$111.7M0.05%436,226CommonSOLE
749685103RPMRPM INTL INC$111.2M0.05%1,012,094CommonSOLE
443573100HUBSHUBSPOT INC$111.1M0.05%199,593CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$110.8M0.05%5,809,663CommonSOLE
831865209AOSSMITH A O CORP$110.7M0.05%1,688,594CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$110.2M0.05%4,666,215CommonSOLE
038222105AMATAPPLIED MATLS INC$110.1M0.05%601,600CALLNONE
268150109DTDYNATRACE INC$110.1M0.05%1,994,617CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$109.8M0.05%3,705,712CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$109.4M0.05%503,319CommonSOLE
G5509L101LIVNLIVANOVA PLC$109.2M0.05%2,425,781CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$108.8M0.05%1,165,800CALLNONE
58933Y105MRKMERCK & CO INC$108.3M0.05%1,368,600PUTNONE
58506Q109MEDPMEDPACE HLDGS INC$108.3M0.05%344,930CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$108.2M0.05%749,853CommonSOLE
20825C104COPCONOCOPHILLIPS$108.0M0.05%1,203,900PUTNONE
89400J107TRUTRANSUNION$108.0M0.05%1,227,307CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$107.3M0.05%263,710CommonSOLE
45167R104IEXIDEX CORP$107.1M0.05%609,872CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$106.9M0.05%3,882,833CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$106.4M0.05%1,074,802CommonSOLE
444859102HUMHUMANA INC$106.1M0.05%433,945CommonSOLE
285512109EAELECTRONIC ARTS INC$106.0M0.05%663,625CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$105.9M0.05%1,425,400CALLNONE
458140100INTCINTEL CORP$105.9M0.05%4,728,100PUTNONE
760759100RSGREPUBLIC SVCS INC$105.6M0.05%428,278CommonSOLE
713448108PEPPEPSICO INC$105.4M0.05%798,147CommonSOLE
98138H101WDAYWORKDAY INC$105.4M0.05%439,015CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$104.7M0.05%2,649,527CommonSOLE
98419M100XYLXYLEM INC$104.3M0.05%806,264CommonSOLE
33829M101FIVEFIVE BELOW INC$104.1M0.05%793,573CommonSOLE
366651107ITGARTNER INC$103.9M0.05%256,963CommonSOLE
254687106DISDISNEY WALT CO$103.8M0.05%836,937CommonSOLE
78468R556XOPSPDR SERIES TRUST$103.2M0.05%820,400PUTNONE
302081104EXLSEXLSERVICE HOLDINGS INC$103.0M0.05%2,351,242CommonSOLE
81762P102NOWSERVICENOW INC$102.9M0.05%100,100CALLNONE
87807B107TRPTC ENERGY CORP$102.7M0.05%2,104,859CommonSOLE
115236101BROBROWN & BROWN INC$102.5M0.05%924,182CommonSOLE
14316J108CGCARLYLE GROUP INC$102.4M0.05%1,991,908CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$101.9M0.05%465,587CommonSOLE
66987V109NVSNOVARTIS AG$101.7M0.05%840,771CommonSOLE
780087102RYROYAL BK CDA$101.5M0.05%574,000PUTNONE
26142V105DKNGDRAFTKINGS INC NEW$101.4M0.05%2,363,115CommonSOLE
78464A714XRTSPDR SERIES TRUST$100.9M0.05%1,310,000PUTNONE
91913Y100VLOVALERO ENERGY CORP$100.9M0.05%750,900PUTNONE
552953101MGMMGM RESORTS INTERNATIONAL$100.9M0.05%2,934,187CommonSOLE
617446448MSMORGAN STANLEY$100.9M0.05%716,200CALLNONE
840441109SSBUSDSOUTHSTATE CORPORATION$100.9M0.05%1,096,023CommonSOLE
742718109PGPROCTER AND GAMBLE CO$100.7M0.05%632,200PUTNONE
922280102VRNSVARONIS SYS INC$100.6M0.05%1,981,998CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$99.8M0.05%4,551,596CommonSOLE
75734B100RDDTREDDIT INC$99.7M0.05%662,099CommonSOLE
369604301GEGE AEROSPACE$99.2M0.05%385,600PUTNONE
03831W108APPAPPLOVIN CORP$98.9M0.05%282,500PUTNONE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$98.9M0.05%99,380,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$98.9M0.05%99,474,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$98.4M0.05%210,280CommonSOLE
254687106DISDISNEY WALT CO$98.2M0.05%791,800CALLNONE
20030N101CMCSACOMCAST CORP NEW$98.1M0.05%2,749,900CALLNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$98.1M0.05%222,531CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$97.9M0.05%2,615,659CommonSOLE
81141R100SESEA LTD$97.8M0.05%611,248CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$97.5M0.05%195,022CommonSOLE
857477103STTSTATE STR CORP$97.4M0.05%915,906CommonSOLE
G87052109TELTE CONNECTIVITY PLC$97.3M0.05%576,597CommonSOLE
343412102FLRFLUOR CORP NEW$97.2M0.05%1,896,141CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$97.1M0.05%329,400CALLNONE
665859104NTRSNORTHERN TR CORP$96.7M0.05%763,000PUTNONE
580135101MCDMCDONALDS CORP$96.7M0.05%331,100PUTNONE
57060D108MKTXMARKETAXESS HLDGS INC$96.5M0.05%432,182CommonSOLE
122017106BURLBURLINGTON STORES INC$96.3M0.05%413,968CommonSOLE
594972AN1MSTR 2.25 06/15/32MICROSTRATEGY INC$96.1M0.05%44,690,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$95.7M0.05%5,257,273CommonSOLE
922475108VEEVVEEVA SYS INC$95.7M0.05%332,429CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$95.5M0.05%865,184CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$95.5M0.05%1,999,643CommonSOLE
37045V100GMGENERAL MTRS CO$95.4M0.05%1,938,100PUTNONE
573874104MRVLMARVELL TECHNOLOGY INC$95.2M0.05%1,229,800PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC$94.9M0.05%304,333CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$94.9M0.05%352,232CommonSOLE
72703H101PLNTPLANET FITNESS INC$94.8M0.05%869,282CommonSOLE
191216100KOCOCA COLA CO$94.7M0.05%1,338,900PUTNONE
448579102HHYATT HOTELS CORP$94.5M0.05%676,365CommonSOLE
949746101WMT2WELLS FARGO CO NEW$94.2M0.05%1,175,199CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$93.9M0.05%3,513,176CommonSOLE
H1467J104CBCHUBB LIMITED$93.9M0.05%323,982CommonSOLE
30231G102XOMEXXON MOBIL CORP$93.8M0.05%870,007CommonSOLE
002824100ABTABBOTT LABS$93.2M0.04%684,900PUTNONE
466313103JBLJABIL INC$92.9M0.04%425,972CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$92.7M0.04%1,340,406CommonSOLE
380237107GDDYGODADDY INC$92.0M0.04%510,802CommonSOLE
536797103LADLITHIA MTRS INC$91.9M0.04%272,119CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$91.9M0.04%189,124CommonSOLE
87612G101TRGPTARGA RES CORP$91.3M0.04%524,438CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$91.2M0.04%2,758,736CommonSOLE
025816109AXPAMERICAN EXPRESS CO$91.1M0.04%285,600PUTNONE
681919106OMCOMNICOM GROUP INC$91.0M0.04%1,265,124CommonSOLE
61945C103MOSMOSAIC CO NEW$90.8M0.04%2,489,088CommonSOLE
771049103RBLXROBLOX CORP$90.8M0.04%863,113CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$90.6M0.04%307,309CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$90.6M0.04%2,047,933CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$90.4M0.04%968,781CommonSOLE
15101Q207CLSCELESTICA INC$90.1M0.04%576,960CommonSOLE
450913108IAGIAMGOLD CORP$90.1M0.04%12,253,704CommonSOLE
882508104TXNTEXAS INSTRS INC$90.0M0.04%433,600CALLNONE
902973304USBUS BANCORP DEL$90.0M0.04%1,988,656CommonSOLE
26701L100BROSDUTCH BROS INC$90.0M0.04%1,315,844CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$89.9M0.04%554,085CommonSOLE
478160104JNJJOHNSON & JOHNSON$89.9M0.04%588,500CALLNONE
G4705A100ICLRICON PLC$89.9M0.04%617,897CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$89.8M0.04%454,882CommonSOLE
888787108TOSTTOAST INC$89.3M0.04%2,016,571CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$89.2M0.04%164,200PUTNONE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$89.2M0.04%94,306,000CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$88.9M0.04%90,500,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$88.6M0.04%945,900PUTNONE
695156109PKGPACKAGING CORP AMER$88.3M0.04%468,660CommonSOLE
375558103GILDGILEAD SCIENCES INC$88.1M0.04%794,900CALLNONE
68622V106OGNORGANON & CO$88.0M0.04%9,090,467CommonSOLE
73278L105POOLPOOL CORP$88.0M0.04%301,815CommonSOLE
099724106BWABORGWARNER INC$87.7M0.04%2,618,338CommonSOLE
79589L106IOTSAMSARA INC$87.6M0.04%2,201,715CommonSOLE
398438408GRFSGRIFOLS S A$87.4M0.04%9,667,551CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$87.3M0.04%361,611CommonSOLE
759916109RGENREPLIGEN CORP$87.2M0.04%701,239CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$87.1M0.04%199,054CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$87.0M0.04%756,251CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$86.9M0.04%6,205,084CommonSOLE
146869102CVNACARVANA CO$86.7M0.04%257,302CommonSOLE
631103108NDAQNASDAQ INC$86.7M0.04%969,426CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$86.7M0.04%159,500CALLNONE
125269100CFCF INDS HLDGS INC$86.6M0.04%941,675CommonSOLE
001084102AGCOAGCO CORP$86.1M0.04%834,662CommonSOLE
406216101HALHALLIBURTON CO$86.1M0.04%4,222,738CommonSOLE
03831W108APPAPPLOVIN CORP$85.9M0.04%245,500CALLNONE
00508Y102AYIACUITY INC$85.9M0.04%287,814CommonSOLE
949746101WMT2WELLS FARGO CO NEW$85.8M0.04%1,070,500CALLNONE
229663109CUBECUBESMART$85.7M0.04%2,017,084CommonSOLE
22822V101CCICROWN CASTLE INC$85.5M0.04%832,525CommonSOLE
650111107NYTNEW YORK TIMES CO$85.3M0.04%1,524,255CommonSOLE
91529Y106UNMUNUM GROUP$85.2M0.04%1,055,563CommonSOLE
302491303FMCFMC CORP$85.1M0.04%2,039,432CommonSOLE
40415F101HDBHDFC BANK LTD$85.0M0.04%1,108,923CommonSOLE
163851108CCCHEMOURS CO$84.8M0.04%7,410,159CommonSOLE
09062X103BIIBBIOGEN INC$84.8M0.04%675,502CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$84.8M0.04%822,613CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$84.8M0.04%255,200CommonSOLE
375558103GILDGILEAD SCIENCES INC$84.7M0.04%764,148CommonSOLE
78464A888XHBSPDR SERIES TRUST$84.7M0.04%859,200CALLNONE
237194105DRIDARDEN RESTAURANTS INC$84.7M0.04%388,476CommonSOLE
67059N108NTNXNUTANIX INC$84.7M0.04%1,107,721CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$84.6M0.04%1,377,663CommonSOLE
77543R102ROKUROKU INC$84.5M0.04%961,658CommonSOLE
09073M104TECHBIO-TECHNE CORP$84.4M0.04%1,640,649CommonSOLE
00287Y109ABBVABBVIE INC$84.4M0.04%454,700PUTNONE
52736R102LEVILEVI STRAUSS & CO NEW$84.4M0.04%4,563,123CommonSOLE
06849F108BBARRICK MNG CORP$84.4M0.04%4,052,187CommonSOLE
55024U109LITELUMENTUM HLDGS INC$83.7M0.04%880,803CommonSOLE

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.