MondegarAI
Millennium

Q3 2025 · 13F-HR

Millenniumholdings as filed

Filed 2025-11-14 · accession 0001273087-25-000034

$234.29B
Reported value
5,978
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Millennium · Q3 2025

AI · grounded in 13F

Millennium established a new position in IWM valued at $11.1B. The fund also initiated new stakes in NVDA for $10.8B and QQQ for $8.6B. Additional new positions include MSFT at $6.5B and AAPL at $5.4B.

Holdings as filed

First 500 of 5978

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$7.34B3.13%30,335,500PUTNONE
67066G104NVDANVIDIA CORPORATION$5.84B2.49%31,297,700PUTNONE
464287200IVVISHARES TR$5.02B2.14%7,499,133CommonSOLE
46090E103QQQINVESCO QQQ TR$4.31B1.84%7,180,400CALLNONE
46090E103QQQINVESCO QQQ TR$4.11B1.76%6,850,200PUTNONE
464287655IWMISHARES TR$3.56B1.52%14,717,200CALLNONE
67066G104NVDANVIDIA CORPORATION$3.41B1.46%18,272,514CommonSOLE
594918104MSFTMICROSOFT CORP$3.18B1.36%6,146,000PUTNONE
023135106AMZNAMAZON COM INC$2.40B1.02%10,910,600PUTNONE
037833100AAPLAPPLE INC$2.27B0.97%8,896,100PUTNONE
30303M102METAMETA PLATFORMS INC$1.83B0.78%2,485,400PUTNONE
037833100AAPLAPPLE INC$1.79B0.76%7,015,832CommonSOLE
594918104MSFTMICROSOFT CORP$1.78B0.76%3,432,856CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.55B0.66%28,846,400PUTNONE
88160R101TSLATESLA INC$1.55B0.66%3,487,500PUTNONE
67066G104NVDANVIDIA CORPORATION$1.53B0.65%8,196,400CALLNONE
464288513HYGISHARES TR$1.51B0.64%18,584,400PUTNONE
594918104MSFTMICROSOFT CORP$1.49B0.64%2,880,600CALLNONE
464287234EEMISHARES TR$1.48B0.63%27,776,100PUTNONE
037833100AAPLAPPLE INC$1.36B0.58%5,325,300CALLNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.33B0.57%20,519,106CommonSOLE
02079K305GOOGLALPHABET INC$1.30B0.56%5,359,100PUTNONE
88160R101TSLATESLA INC$1.11B0.47%2,500,600CALLNONE
46438R105ETHAISHARES ETHEREUM TR$1.07B0.46%33,924,701CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.07B0.46%2,305,000PUTNONE
11135F101AVGOBROADCOM INC$1.05B0.45%3,188,000PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$1.04B0.44%1,561,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$1.03B0.44%1,549,399CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.03B0.44%11,549,700PUTNONE
30303M102METAMETA PLATFORMS INC$1.01B0.43%1,381,375CommonSOLE
30303M102METAMETA PLATFORMS INC$963.5M0.41%1,312,000CALLNONE
64110L106NFLXNETFLIX INC$918.3M0.39%765,900PUTNONE
023135106AMZNAMAZON COM INC$915.5M0.39%4,169,400CALLNONE
02079K305GOOGLALPHABET INC$873.2M0.37%3,591,912CommonSOLE
023135106AMZNAMAZON COM INC$823.0M0.35%3,748,128CommonSOLE
02079K107GOOGALPHABET INC$820.3M0.35%3,368,274CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$804.8M0.34%4,974,300PUTNONE
655844108NSCNORFOLK SOUTHN CORP$794.4M0.34%2,644,515CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$783.5M0.33%8,524,821CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$743.3M0.32%7,447,005CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$658.6M0.28%2,748,200PUTNONE
464287234EEMISHARES TR$609.5M0.26%11,414,500CALLNONE
11135F101AVGOBROADCOM INC$605.3M0.26%1,834,700CALLNONE
11135F101AVGOBROADCOM INC$596.8M0.25%1,808,952CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$584.1M0.25%6,537,700CALLNONE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$580.4M0.25%180,882,000CommonSOLE
617446448MSMORGAN STANLEY$559.9M0.24%3,522,227CommonSOLE
02079K107GOOGALPHABET INC$540.0M0.23%2,217,300PUTNONE
060505104BACBANK AMERICA CORP$526.3M0.22%10,200,787CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$514.7M0.22%2,821,600PUTNONE
G6700G107NVTNVENT ELECTRIC PLC$488.0M0.21%4,946,901CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$485.3M0.21%12,373,932CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$475.8M0.20%984,702CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$473.2M0.20%8,783,900CALLNONE
00287Y109ABBVABBVIE INC$466.7M0.20%2,015,742CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$458.1M0.20%911,200PUTNONE
G5960L103MDTMEDTRONIC PLC$457.9M0.20%4,808,068CommonSOLE
G25508105CRHCRH PLC$441.7M0.19%3,683,765CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$440.4M0.19%5,050,200PUTNONE
46625H100JPMJPMORGAN CHASE & CO.$439.9M0.19%1,394,514CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$436.8M0.19%1,549,600PUTNONE
200340107CMACOMERICA INC$421.4M0.18%6,150,000CALLNONE
09290D101BLKBLACKROCK INC$412.6M0.18%353,922CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$411.5M0.18%516,700PUTNONE
808513105SCHWSCHWAB CHARLES CORP$411.0M0.18%4,305,448CommonSOLE
92826C839VVISA INC$410.5M0.18%1,202,376CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$409.4M0.17%719,800PUTNONE
126650100CVSCVS HEALTH CORP$405.5M0.17%5,378,148CommonSOLE
097023105BABOEING CO$405.2M0.17%1,877,512CommonSOLE
30231G102XOMEXXON MOBIL CORP$401.0M0.17%3,556,600PUTNONE
464287184FXIISHARES TR$396.1M0.17%9,628,000CALLNONE
267475101DYDYCOM INDS INC$386.6M0.16%1,324,938CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$383.7M0.16%208,794,000CommonSOLE
931142103WMTWALMART INC$381.5M0.16%3,701,937CommonSOLE
79466L302CRMSALESFORCE INC$360.7M0.15%1,521,900PUTNONE
337932107FEFIRSTENERGY CORP$359.5M0.15%7,846,205CommonSOLE
464287465EFAISHARES TR$357.1M0.15%3,825,100CALLNONE
617446448MSMORGAN STANLEY$355.7M0.15%2,237,400PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$352.1M0.15%700,331CommonSOLE
50212V100LPLALPL FINL HLDGS INC$350.4M0.15%1,053,168CommonSOLE
16411R208LNGCHENIERE ENERGY INC$343.6M0.15%1,462,048CommonSOLE
464287242LQDISHARES TR$342.8M0.15%3,075,000CALLNONE
46625H100JPMJPMORGAN CHASE & CO.$342.6M0.15%1,086,000PUTNONE
697435105PANWPALO ALTO NETWORKS INC$342.3M0.15%1,681,300PUTNONE
464287465EFAISHARES TR$341.1M0.15%3,653,500PUTNONE
457669307INSMINSMED INC$336.4M0.14%2,336,112CommonSOLE
37045V100GMGENERAL MTRS CO$334.9M0.14%5,492,881CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$334.8M0.14%1,186,600CALLNONE
816851109SRESEMPRA$333.6M0.14%3,707,402CommonSOLE
78464A870XBISPDR SERIES TRUST$332.1M0.14%3,314,700PUTNONE
695156109PKGPACKAGING CORP AMER$330.5M0.14%1,516,562CommonSOLE
532457108LLYELI LILLY & CO$329.2M0.14%431,400PUTNONE
464288513HYGISHARES TR$328.8M0.14%4,050,000CALLNONE
78409V104SPGIS&P GLOBAL INC$326.2M0.14%670,295CommonSOLE
464287432TLTISHARES TR$323.0M0.14%3,613,900CALLNONE
02079K305GOOGLALPHABET INC$320.3M0.14%1,317,700CALLNONE
166764100CVXCHEVRON CORP NEW$314.2M0.13%2,023,571CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$311.5M0.13%1,984,424CommonSOLE
594972AQ4MSTR 0.625 09/15/28STRATEGY INC$310.6M0.13%164,000,000CommonSOLE
14316J108CGCARLYLE GROUP INC$309.1M0.13%4,930,069CommonSOLE
03073E105CORCENCORA INC$308.1M0.13%985,924CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$307.4M0.13%332,111CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$304.9M0.13%6,851,082CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$302.7M0.13%876,700PUTNONE
06849F108BBARRICK MNG CORP$301.2M0.13%9,189,031CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$300.5M0.13%3,067,700PUTNONE
01609W102BABAALIBABA GROUP HLDG LTD$299.4M0.13%1,674,900PUTNONE
060505104BACBANK AMERICA CORP$297.6M0.13%5,768,800PUTNONE
92826C839VVISA INC$296.7M0.13%869,100PUTNONE
199908104FIXCOMFORT SYS USA INC$296.0M0.13%358,685CommonSOLE
G491BT108IVZINVESCO LTD$295.2M0.13%12,867,923CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$294.3M0.13%1,384,546CommonSOLE
00724F101ADBEADOBE INC$293.8M0.13%833,000PUTNONE
G51502105JCIJOHNSON CTLS INTL PLC$293.5M0.13%2,669,531CommonSOLE
N07059210ASMLASML HOLDING N V$293.2M0.13%302,900PUTNONE
166764100CVXCHEVRON CORP NEW$291.1M0.12%1,874,300PUTNONE
651639106NEMNEWMONT CORP$291.0M0.12%3,452,090CommonSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP$287.7M0.12%63,428,000CommonSOLE
580135101MCDMCDONALDS CORP$287.5M0.12%946,113CommonSOLE
56585A102MPCMARATHON PETE CORP$285.8M0.12%1,482,982CommonSOLE
464287523SOXXISHARES TR$285.7M0.12%1,053,945CommonSOLE
626755102MUSAMURPHY USA INC$285.7M0.12%735,945CommonSOLE
778296103ROSTROSS STORES INC$281.9M0.12%1,850,056CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$281.2M0.12%1,738,200CALLNONE
68389X105ORCLORACLE CORP$279.9M0.12%995,100PUTNONE
464287184FXIISHARES TR$279.1M0.12%6,785,000PUTNONE
62482R10707WAMR COOPER GROUP INC$277.4M0.12%1,316,053CommonSOLE
902973304USBUS BANCORP DEL$276.0M0.12%5,711,688CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$275.2M0.12%483,800CALLNONE
02079K107GOOGALPHABET INC$273.7M0.12%1,123,900CALLNONE
92189F676SMHVANECK ETF TRUST$273.7M0.12%838,500PUTNONE
742718109PGPROCTER AND GAMBLE CO$273.2M0.12%1,778,260CommonSOLE
G54950103LINLINDE PLC$272.3M0.12%573,262CommonSOLE
665859104NTRSNORTHERN TR CORP$272.2M0.12%2,022,600CALLNONE
N97284108NBISNEBIUS GROUP N.V.$271.4M0.12%2,417,577CommonSOLE
871829107SYYSYSCO CORP$267.0M0.11%3,242,147CommonSOLE
437076102HDHOME DEPOT INC$264.0M0.11%651,500PUTNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$261.2M0.11%1,550,338CommonSOLE
172967424CCITIGROUP INC$256.9M0.11%2,530,900PUTNONE
04016X101ARGXARGENX SE$256.3M0.11%347,518CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$256.1M0.11%129,602,000CommonSOLE
032095101APHAMPHENOL CORP NEW$255.5M0.11%2,064,803CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$254.4M0.11%3,894,974CommonSOLE
487836108KKELLANOVA$252.4M0.11%3,077,390CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$250.8M0.11%549,931CommonSOLE
443573100HUBSHUBSPOT INC$250.5M0.11%535,472CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$247.8M0.11%496,357CommonSOLE
172967424CCITIGROUP INC$247.3M0.11%2,436,140CommonSOLE
747525103QCOMQUALCOMM INC$246.1M0.11%1,479,100PUTNONE
126408103CSXCSX CORP$245.7M0.10%6,917,790CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$242.8M0.10%1,406,856CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$242.5M0.10%1,017,113CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$241.1M0.10%497,091CommonSOLE
438516106HONHONEYWELL INTL INC$240.1M0.10%1,140,740CommonSOLE
038222105AMATAPPLIED MATLS INC$239.4M0.10%1,169,200PUTNONE
949746101WMT2WELLS FARGO CO NEW$238.4M0.10%2,843,800PUTNONE
19260Q107COINCOINBASE GLOBAL INC$238.3M0.10%706,200CALLNONE
336433107FSLRFIRST SOLAR INC$237.5M0.10%1,076,982CommonSOLE
G87052109TELTE CONNECTIVITY PLC$235.4M0.10%1,072,125CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$235.2M0.10%2,818,415CommonSOLE
461202103INTUINTUIT$231.4M0.10%338,900PUTNONE
30231G102XOMEXXON MOBIL CORP$231.2M0.10%2,050,800CALLNONE
252131107DXCMDEXCOM INC$230.9M0.10%3,431,265CommonSOLE
532457108LLYELI LILLY & CO$229.1M0.10%300,257CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$226.9M0.10%5,848,751CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$226.5M0.10%3,377,600PUTNONE
G0750C108AXTAAXALTA COATING SYS LTD$224.3M0.10%7,838,111CommonSOLE
512807306LRCXLAM RESEARCH CORP$223.4M0.10%1,668,700PUTNONE
512807306LRCXLAM RESEARCH CORP$223.3M0.10%1,667,393CommonSOLE
92189F676SMHVANECK ETF TRUST$221.5M0.09%678,700CALLNONE
03990B101ARESARES MANAGEMENT CORPORATION$220.5M0.09%1,379,342CommonSOLE
464286509EWCISHARES INC$219.4M0.09%4,340,000PUTNONE
81211K100SDASEALED AIR CORP NEW$218.9M0.09%6,191,831CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$218.0M0.09%3,503,039CommonSOLE
46090E103QQQINVESCO QQQ TR$217.5M0.09%362,257CommonSOLE
200340107CMACOMERICA INC$212.9M0.09%3,107,447CommonSOLE
500767306KWEBKRANESHARES TRUST$212.9M0.09%5,067,800CALLNONE
464287655IWMISHARES TR$211.3M0.09%873,091CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$210.8M0.09%747,000PUTNONE
30231G102XOMEXXON MOBIL CORP$209.6M0.09%1,858,935CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$207.1M0.09%1,135,300CALLNONE
88579Y101MMM3M CO$204.4M0.09%1,317,353CommonSOLE
009066101ABNBAIRBNB INC$202.5M0.09%1,668,008CommonSOLE
64110L106NFLXNETFLIX INC$202.1M0.09%168,562CommonSOLE
03076C106AMPAMERIPRISE FINL INC$201.7M0.09%410,619CommonSOLE
65339F101NEENEXTERA ENERGY INC$198.2M0.08%2,624,975CommonSOLE
81762P102NOWSERVICENOW INC$197.7M0.08%214,800PUTNONE
436440101HO1HOLOGIC INC$197.0M0.08%2,918,503CommonSOLE
75513E101RTXRTX CORPORATION$196.9M0.08%1,176,806CommonSOLE
00508Y102AYIACUITY INC$196.7M0.08%571,017CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$195.2M0.08%1,520,792CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$194.2M0.08%2,885,238CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$193.7M0.08%693,621CommonSOLE
02209S103MOALTRIA GROUP INC$193.5M0.08%2,929,787CommonSOLE
149123101CATCATERPILLAR INC$192.6M0.08%403,737CommonSOLE
925050106VRNAVERONA PHARMA PLC$191.7M0.08%1,796,738CommonSOLE
166764100CVXCHEVRON CORP NEW$189.9M0.08%1,223,000CALLNONE
55354G100MSCIMSCI INC$189.5M0.08%333,968CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$187.8M0.08%5,028,252CommonSOLE
464287432TLTISHARES TR$186.8M0.08%2,089,800PUTNONE
478160104JNJJOHNSON & JOHNSON$185.5M0.08%1,000,600PUTNONE
81369Y209XLVSELECT SECTOR SPDR TR$184.7M0.08%1,327,300PUTNONE
149123101CATCATERPILLAR INC$184.5M0.08%386,700PUTNONE
88160R101TSLATESLA INC$184.3M0.08%414,353CommonSOLE
235851102DHRDANAHER CORPORATION$183.9M0.08%927,575CommonSOLE
595112103MUMICRON TECHNOLOGY INC$183.5M0.08%1,096,800PUTNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$183.2M0.08%776,186CommonSOLE
437076102HDHOME DEPOT INC$182.5M0.08%450,424CommonSOLE
12572Q105CMECME GROUP INC$182.2M0.08%674,226CommonSOLE
15135B101CNCCENTENE CORP DEL$182.1M0.08%5,104,240CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$181.9M0.08%650,113CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$180.2M0.08%645,200PUTNONE
64110L106NFLXNETFLIX INC$180.2M0.08%150,300CALLNONE
00214Q104ARKKARK ETF TR$180.1M0.08%2,086,600CALLNONE
89346D107TACTRANSALTA CORP$179.2M0.08%13,115,689CommonSOLE
097023105BABOEING CO$179.1M0.08%829,800PUTNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$177.7M0.08%4,536,214CommonSOLE
576323109MTZMASTEC INC$177.4M0.08%833,402CommonSOLE
G0403H108AONAON PLC$177.1M0.08%496,586CommonSOLE
29084Q100EMEEMCOR GROUP INC$176.8M0.08%272,250CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$176.6M0.08%987,900CALLNONE
00287Y109ABBVABBVIE INC$176.0M0.08%760,000PUTNONE
387328107GVAGRANITE CONSTR INC$175.7M0.07%1,602,382CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$175.2M0.07%710,518CommonSOLE
713448108PEPPEPSICO INC$174.4M0.07%1,241,814CommonSOLE
969457100WMBWILLIAMS COS INC$174.1M0.07%2,747,982CommonSOLE
872590104TMUST-MOBILE US INC$173.9M0.07%726,452CommonSOLE
278642103EBAYEBAY INC.$173.8M0.07%1,910,935CommonSOLE
832696405SJMSMUCKER J M CO$171.0M0.07%1,574,205CommonSOLE
046353108AZNNASTRAZENECA PLC$170.9M0.07%2,227,345CommonSOLE
833445109SNOWSNOWFLAKE INC$170.7M0.07%757,000PUTNONE
445658107JBHTHUNT J B TRANS SVCS INC$170.1M0.07%1,267,839CommonSOLE
285512109EAELECTRONIC ARTS INC$170.0M0.07%843,070CommonSOLE
03831W108APPAPPLOVIN CORP$169.4M0.07%235,800CALLNONE
989701107ZIONZIONS BANCORPORATION N A$169.3M0.07%2,992,243CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$168.2M0.07%2,000,800PUTNONE
26614N102DDDUPONT DE NEMOURS INC$166.2M0.07%2,133,020CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$164.9M0.07%1,326,110CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$164.3M0.07%177,500PUTNONE
337738108FISVFISERV INC$163.9M0.07%1,271,250CommonSOLE
860630102SFSTIFEL FINL CORP$163.1M0.07%1,437,821CommonSOLE
16115Q308GTLSCHART INDS INC$162.9M0.07%813,865CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$162.7M0.07%1,147,456CommonSOLE
00206R102TAT&T INC$162.3M0.07%5,748,412CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$161.9M0.07%7,158,400CALLNONE
98389B100XELXCEL ENERGY INC$161.3M0.07%1,999,753CommonSOLE
00724F101ADBEADOBE INC$160.5M0.07%454,871CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$160.0M0.07%326,300PUTNONE
92345Y106VRSKVERISK ANALYTICS INC$159.9M0.07%635,945CommonSOLE
254687106DISDISNEY WALT CO$159.6M0.07%1,393,500PUTNONE
031100100AMEAMETEK INC$158.9M0.07%845,346CommonSOLE
872657101TPGTPG INC$157.8M0.07%2,746,934CommonSOLE
456788108INFYINFOSYS LTD$157.7M0.07%9,692,263CommonSOLE
87612G101TRGPTARGA RES CORP$157.3M0.07%939,078CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$157.0M0.07%170,490CommonSOLE
060505104BACBANK AMERICA CORP$156.9M0.07%3,040,900CALLNONE
055622104BPBP PLC$156.6M0.07%4,543,163CommonSOLE
09062X103BIIBBIOGEN INC$155.7M0.07%1,111,190CommonSOLE
G5509L101LIVNLIVANOVA PLC$155.6M0.07%2,969,814CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$155.4M0.07%1,223,665CommonSOLE
91913Y100VLOVALERO ENERGY CORP$154.7M0.07%908,500PUTNONE
38141G104GSGOLDMAN SACHS GROUP INC$154.1M0.07%193,500CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$153.3M0.07%1,408,852CommonSOLE
594972408MSTRSTRATEGY INC$153.1M0.07%475,200PUTNONE
68389X105ORCLORACLE CORP$153.0M0.07%544,100CALLNONE
878742204TECKTECK RESOURCES LTD$152.6M0.07%3,477,580CommonSOLE
88033G407THCTENET HEALTHCARE CORP$151.1M0.06%744,352CommonSOLE
052769106ADSKAUTODESK INC$151.1M0.06%475,624CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$150.6M0.06%3,960,124CommonSOLE
513272104LWLAMB WESTON HLDGS INC$150.5M0.06%2,590,594CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$150.2M0.06%298,800CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$149.8M0.06%925,948CommonSOLE
049468101TEAMATLASSIAN CORPORATION$149.5M0.06%936,111CommonSOLE
216648501COOCOOPER COS INC$149.3M0.06%2,177,918CommonSOLE
12504L109CBRECBRE GROUP INC$148.9M0.06%944,910CommonSOLE
958102105WDCWESTERN DIGITAL CORP$147.9M0.06%1,231,825CommonSOLE
548661107LOWLOWES COS INC$146.8M0.06%584,200PUTNONE
629377508NRGNRG ENERGY INC$145.9M0.06%900,766CommonSOLE
03831W108APPAPPLOVIN CORP$144.6M0.06%201,300PUTNONE
17275R102CSCOCISCO SYS INC$143.9M0.06%2,103,300PUTNONE
31488V107FERGFERGUSON ENTERPRISES INC$143.7M0.06%640,020CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$143.7M0.06%455,500CALLNONE
320517105FHNFIRST HORIZON CORPORATION$143.5M0.06%6,347,975CommonSOLE
79466L302CRMSALESFORCE INC$143.5M0.06%605,554CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$143.1M0.06%423,900PUTNONE
78468R556XOPSPDR SERIES TRUST$142.9M0.06%1,081,300PUTNONE
407497106HLNEHAMILTON LANE INC$142.9M0.06%1,060,511CommonSOLE
92826C839VVISA INC$142.9M0.06%418,600CALLNONE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$142.3M0.06%57,679,032CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$142.3M0.06%2,627,210CommonSOLE
549498202LCIDLUCID GROUP INC$142.2M0.06%5,978,151CommonSOLE
369604301GEGE AEROSPACE$141.3M0.06%469,800PUTNONE
464287242LQDISHARES TR$141.2M0.06%1,266,700PUTNONE
460690100IPGINTERPUBLIC GROUP COS INC$141.0M0.06%5,053,486CommonSOLE
437076102HDHOME DEPOT INC$140.9M0.06%347,700CALLNONE
81369Y407XLYSELECT SECTOR SPDR TR$140.7M0.06%587,200CALLNONE
949746101WMT2WELLS FARGO CO NEW$140.7M0.06%1,678,125CommonSOLE
931142103WMTWALMART INC$139.3M0.06%1,351,500PUTNONE
24703L202DELLDELL TECHNOLOGIES INC$138.9M0.06%979,500PUTNONE
81369Y803XLKSELECT SECTOR SPDR TR$138.8M0.06%492,300CALLNONE
28176E108EWEDWARDS LIFESCIENCES CORP$138.4M0.06%1,779,697CommonSOLE
247361702DALDELTA AIR LINES INC DEL$137.9M0.06%2,430,562CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$137.7M0.06%66,431,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$137.2M0.06%977,210CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$137.2M0.06%1,318,265CommonSOLE
65473P105NINISOURCE INC$137.1M0.06%3,166,313CommonSOLE
46434G822EWJISHARES INC$136.4M0.06%1,700,000CALLNONE
26875P101EOGEOG RES INC$136.2M0.06%1,214,992CommonSOLE
595112103MUMICRON TECHNOLOGY INC$134.5M0.06%804,106CommonSOLE
655663102NDSNNORDSON CORP$134.4M0.06%592,385CommonSOLE
H1467J104CBCHUBB LIMITED$134.2M0.06%475,473CommonSOLE
458140100INTCINTEL CORP$133.9M0.06%3,992,300PUTNONE
771049103RBLXROBLOX CORP$133.9M0.06%966,543CommonSOLE
58933Y105MRKMERCK & CO INC$133.9M0.06%1,595,200PUTNONE
020002101ALLALLSTATE CORP$133.6M0.06%622,466CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$133.3M0.06%472,564CommonSOLE
478160104JNJJOHNSON & JOHNSON$131.2M0.06%707,700CALLNONE
44930G107ICUIICU MED INC$130.6M0.06%1,089,017CommonSOLE
78464A698KRESPDR SERIES TRUST$130.5M0.06%2,061,300PUTNONE
530307305LBRDKLIBERTY BROADBAND CORP$130.2M0.06%2,048,435CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$129.8M0.06%1,656,452CommonSOLE
92189F106GDXVANECK ETF TRUST$129.4M0.06%1,694,300PUTNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$129.4M0.06%500,987CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$128.6M0.05%446,699CommonSOLE
60937P106MDBMONGODB INC$128.1M0.05%412,656CommonSOLE
80004C200SNDKSANDISK CORP$128.0M0.05%1,141,237CommonSOLE
579780206MKCMCCORMICK & CO INC$127.9M0.05%1,912,189CommonSOLE
G98196101W9N0WNS HLDGS LTD$127.6M0.05%1,672,631CommonSOLE
81141R100SESEA LTD$126.9M0.05%710,006CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$126.6M0.05%2,500,165CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$126.3M0.05%1,163,291CommonSOLE
219350105GLWCORNING INC$126.2M0.05%1,538,091CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$126.1M0.05%9,850,059CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$125.8M0.05%722,000CALLNONE
747525103QCOMQUALCOMM INC$125.5M0.05%754,642CommonSOLE
444859102HUMHUMANA INC$125.1M0.05%480,700CALLNONE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$124.7M0.05%88,500,000CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$123.9M0.05%1,107,551CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$123.6M0.05%2,903,516CommonSOLE
89832Q109TFCTRUIST FINL CORP$122.6M0.05%2,682,094CommonSOLE
704326107PAYXPAYCHEX INC$122.5M0.05%966,656CommonSOLE
20825C104COPCONOCOPHILLIPS$122.2M0.05%1,291,374CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$121.6M0.05%3,741,525CommonSOLE
30063P105EXKEXACT SCIENCES CORP$121.3M0.05%2,217,434CommonSOLE
74736K101QRVOQORVO INC$121.3M0.05%1,331,838CommonSOLE
81762P102NOWSERVICENOW INC$121.2M0.05%131,721CommonSOLE
H11356104BGBUNGE GLOBAL SA$120.9M0.05%1,488,240CommonSOLE
040413205ANETARISTA NETWORKS INC$120.7M0.05%828,303CommonSOLE
13100M509CALXCALIX INC$120.6M0.05%1,964,918CommonSOLE
743315103PGRPROGRESSIVE CORP$120.3M0.05%487,289CommonSOLE
78464A870XBISPDR SERIES TRUST$120.2M0.05%1,199,400CALLNONE
654106103NKENIKE INC$120.1M0.05%1,722,750CommonSOLE
31613E103FETHFIDELITY ETHEREUM FD$120.0M0.05%2,888,253CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$119.3M0.05%748,803CommonSOLE
532457108LLYELI LILLY & CO$119.2M0.05%156,200CALLNONE
142152107CAICARIS LIFE SCIENCES INC$119.1M0.05%3,938,072CommonSOLE
697900108PAASPAN AMERN SILVER CORP$118.6M0.05%3,061,714CommonSOLE
256746108DLTRDOLLAR TREE INC$118.5M0.05%1,255,600PUTNONE
92840M102VSTVISTRA CORP$118.5M0.05%604,727CommonSOLE
N3168P101FERFERROVIAL SE$118.1M0.05%2,016,035CommonSOLE
233331107DTEDTE ENERGY CO$117.9M0.05%833,595CommonSOLE
871607107SNPSSYNOPSYS INC$117.7M0.05%238,619CommonSOLE
22052L104CTVACORTEVA INC$117.5M0.05%1,736,755CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$117.3M0.05%6,790,019CommonSOLE
713448108PEPPEPSICO INC$117.2M0.05%834,300PUTNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$116.8M0.05%447,339CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$116.7M0.05%260,968CommonSOLE
038222105AMATAPPLIED MATLS INC$116.7M0.05%570,000CALLNONE
478160104JNJJOHNSON & JOHNSON$116.6M0.05%628,658CommonSOLE
806857108SLBSCHLUMBERGER LTD$116.5M0.05%3,389,213CommonSOLE
595112103MUMICRON TECHNOLOGY INC$116.3M0.05%695,000CALLNONE
512807306LRCXLAM RESEARCH CORP$116.0M0.05%866,600CALLNONE
25179M103DVNDEVON ENERGY CORP NEW$116.0M0.05%3,307,543CommonSOLE
172908105CTASCINTAS CORP$115.7M0.05%563,490CommonSOLE
025816109AXPAMERICAN EXPRESS CO$115.4M0.05%347,413CommonSOLE
231561101CWCURTISS WRIGHT CORP$115.0M0.05%211,739CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$114.3M0.05%2,412,497CommonSOLE
063671101BMOBANK MONTREAL QUE$114.3M0.05%630,000PUTNONE
21873S108CRWVCOREWEAVE INC$114.2M0.05%834,348CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$113.9M0.05%782,405CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$113.9M0.05%1,123,856CommonSOLE
09260D107BXBLACKSTONE INC$113.1M0.05%662,200PUTNONE
75886F107REGNREGENERON PHARMACEUTICALS$113.1M0.05%201,080CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$113.0M0.05%5,612,831CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$112.9M0.05%161,786CommonSOLE
55087P104LYFTLYFT INC$112.8M0.05%5,127,119CommonSOLE
74340W103PLDPROLOGIS INC.$112.3M0.05%980,200CommonSOLE
87612E106TGTTARGET CORP$112.1M0.05%1,249,700CALLNONE
882508104TXNTEXAS INSTRS INC$111.9M0.05%609,200PUTNONE
780087102RYROYAL BK CDA$111.2M0.05%542,300PUTNONE
580135101MCDMCDONALDS CORP$111.2M0.05%365,900PUTNONE
682189105ONON SEMICONDUCTOR CORP$111.2M0.05%2,254,598CommonSOLE
40434L105HPQHP INC$111.0M0.05%4,074,720CommonSOLE
19247G107COHRCOHERENT CORP$110.5M0.05%1,025,757CommonSOLE
125269100CFCF INDS HLDGS INC$110.2M0.05%1,228,913CommonSOLE
98138H101WDAYWORKDAY INC$110.2M0.05%457,700PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$110.0M0.05%393,800CALLNONE
759916109RGENREPLIGEN CORP$109.2M0.05%817,056CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$109.0M0.05%1,625,386CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$108.9M0.05%2,021,730CommonSOLE
17275R102CSCOCISCO SYS INC$108.9M0.05%1,591,000CALLNONE
126650100CVSCVS HEALTH CORP$108.5M0.05%1,439,600PUTNONE
934550203WMGWARNER MUSIC GROUP CORP$108.4M0.05%3,183,654CommonSOLE
79466L302CRMSALESFORCE INC$108.4M0.05%457,400CALLNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$108.4M0.05%258,577CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$108.0M0.05%20,000PUTNONE
83406F102SOFISOFI TECHNOLOGIES INC$107.4M0.05%4,066,851CommonSOLE
443201108HWMHOWMET AEROSPACE INC$107.2M0.05%546,467CommonSOLE
146869102CVNACARVANA CO$107.2M0.05%284,188CommonSOLE
30040W108ESEVERSOURCE ENERGY$106.9M0.05%1,502,873CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$106.9M0.05%807,370CommonSOLE
718546104PSXPHILLIPS 66$106.8M0.05%784,834CommonSOLE
25809K105DASHDOORDASH INC$106.7M0.05%392,152CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$106.3M0.05%688,953CommonSOLE
26701L100BROSDUTCH BROS INC$105.9M0.05%2,024,096CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$105.9M0.05%607,556CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$105.8M0.05%110,156,000CommonSOLE
59156R108METMETLIFE INC$105.7M0.05%1,282,812CommonSOLE
87612E106TGTTARGET CORP$105.5M0.05%1,176,389CommonSOLE
69331C108PCGPG&E CORP$105.5M0.05%6,993,174CommonSOLE
69047Q102OVVOVINTIV INC$105.2M0.04%2,606,215CommonSOLE
G491BT108IVZINVESCO LTD$105.2M0.04%4,585,100CALLNONE
461202103INTUINTUIT$105.1M0.04%153,872CommonSOLE
882508104TXNTEXAS INSTRS INC$104.9M0.04%571,200CALLNONE
48020Q107JLLJONES LANG LASALLE INC$104.6M0.04%350,821CommonSOLE
482480100KLACKLA CORP$104.2M0.04%96,600PUTNONE
040413205ANETARISTA NETWORKS INC$104.0M0.04%713,900PUTNONE
37045V100GMGENERAL MTRS CO$103.6M0.04%1,700,000PUTNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$103.4M0.04%348,042CommonSOLE
427866108HSYHERSHEY CO$103.3M0.04%552,171CommonSOLE
F21107101CSTMCONSTELLIUM SE$103.2M0.04%6,935,766CommonSOLE
670100205NVONOVO-NORDISK A S$103.2M0.04%1,859,700PUTNONE
91913Y100VLOVALERO ENERGY CORP$103.1M0.04%605,530CommonSOLE
833445109SNOWSNOWFLAKE INC$102.9M0.04%456,369CommonSOLE
36828A101GEVGE VERNOVA INC$102.7M0.04%166,969CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$102.5M0.04%2,272,292CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$102.1M0.04%499,578CommonSOLE
92343E102VRSNVERISIGN INC$102.1M0.04%365,210CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$102.1M0.04%1,032,425CommonSOLE
526057104LENLENNAR CORP$101.5M0.04%805,377CommonSOLE
919794107VLYVALLEY NATL BANCORP$101.5M0.04%9,576,108CommonSOLE
780287108RGLDROYAL GOLD INC$100.9M0.04%503,281CommonSOLE
718172109PMPHILIP MORRIS INTL INC$100.6M0.04%619,995CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$100.2M0.04%1,532,099CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$100.0M0.04%289,500CALLNONE
722304102PDDPDD HOLDINGS INC$99.9M0.04%756,100PUTNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$99.4M0.04%4,045,735CommonSOLE
00724F101ADBEADOBE INC$99.3M0.04%281,600CALLNONE
57164YAD9VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE$99.2M0.04%100,667,000CommonSOLE
97650W108WTFCWINTRUST FINL CORP$99.2M0.04%749,008CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$99.1M0.04%657,211CommonSOLE
10576N102BRZEBRAZE INC$99.0M0.04%3,482,342CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$99.0M0.04%1,541,854CommonSOLE
872540109TJXTJX COS INC NEW$98.8M0.04%683,861CommonSOLE
907818108UNPUNION PAC CORP$98.6M0.04%416,936CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$97.8M0.04%3,835,617CommonSOLE
68634K106ORLAORLA MNG LTD NEW$97.8M0.04%9,066,678CommonSOLE
191216100KOCOCA COLA CO$97.5M0.04%1,469,800PUTNONE
G6683N103NUNU HLDGS LTD$97.0M0.04%6,058,722CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$97.0M0.04%2,472,900CALLNONE
833445109SNOWSNOWFLAKE INC$97.0M0.04%429,900CALLNONE
75734B100RDDTREDDIT INC$96.9M0.04%421,300CALLNONE
052769106ADSKAUTODESK INC$96.7M0.04%304,400PUTNONE
934423104WBDWARNER BROS DISCOVERY INC$96.4M0.04%4,935,725CommonSOLE
69349H107TXNMTXNM ENERGY INC$96.2M0.04%1,701,836CommonSOLE
58733R102MELIMERCADOLIBRE INC$96.0M0.04%41,100PUTNONE
01625V104ALHCALIGNMENT HEALTHCARE INC$95.8M0.04%5,491,690CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$95.8M0.04%470,400CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$95.5M0.04%143,400CALLNONE
448579102HHYATT HOTELS CORP$95.3M0.04%671,185CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$94.9M0.04%166,814CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$94.8M0.04%412,404CommonSOLE
608190104MHKMOHAWK INDS INC$94.6M0.04%733,825CommonSOLE
380237107GDDYGODADDY INC$94.3M0.04%689,503CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$94.3M0.04%361,746CommonSOLE
002824100ABTABBOTT LABS$94.2M0.04%703,000CALLNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$94.1M0.04%1,212,092CommonSOLE
747525103QCOMQUALCOMM INC$94.0M0.04%564,900CALLNONE
90353T100UBERUBER TECHNOLOGIES INC$94.0M0.04%959,100CALLNONE
00370M103ABVXABIVAX SA$93.4M0.04%1,100,030CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$93.1M0.04%11,809,796CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$93.0M0.04%1,728,086CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$92.9M0.04%973,300CALLNONE
416515104HIGHARTFORD INSURANCE GROUP INC$92.5M0.04%693,456CommonSOLE
N14506104ESTCELASTIC N V$92.5M0.04%1,094,413CommonSOLE
149123101CATCATERPILLAR INC$92.2M0.04%193,300CALLNONE
146869102CVNACARVANA CO$91.9M0.04%243,500CALLNONE
86800U302SMCISUPER MICRO COMPUTER INC$91.8M0.04%1,915,700PUTNONE
548661107LOWLOWES COS INC$91.7M0.04%365,000CALLNONE
487836108KKELLANOVA$91.4M0.04%1,114,200PUTNONE
867224107SUSUNCOR ENERGY INC NEW$91.1M0.04%2,176,672CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$90.8M0.04%1,087,579CommonSOLE
00287Y109ABBVABBVIE INC$90.7M0.04%391,900CALLNONE
65340P106NXENEXGEN ENERGY LTD$90.7M0.04%10,134,381CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$90.0M0.04%1,227,584CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$89.9M0.04%638,266CommonSOLE
008492100ADCAGREE RLTY CORP$89.7M0.04%1,262,711CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$89.5M0.04%536,656CommonSOLE
13321L108CCJCAMECO CORP$89.5M0.04%1,066,765CommonSOLE
N4732M103JBSJBS N.V.$89.4M0.04%5,988,697CommonSOLE

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.