MondegarAI
Millennium

Q4 2025 · 13F-HR

Millenniumholdings as filed

Filed 2026-02-17 · accession 0001273087-26-000002

$237.79B
Reported value
5,950
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Millennium · Q4 2025

AI · grounded in 13F

Millennium established a new position in ISHARES TR valued at $11.56B. The fund also initiated new stakes in IVV for $9.93B and NVDA for $8.44B. Additional new positions include INVESCO QQQ TR at $7.97B, AAPL at $5.05B, and WMT at $4.80B.

Holdings as filed

First 500 of 5950

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$9.93B4.17%14,494,278CommonSOLE
464287655IWMISHARES TR$7.55B3.18%30,678,500PUTNONE
46090E103QQQINVESCO QQQ TR$5.36B2.25%8,722,600PUTNONE
931142103WMTWALMART INC$4.54B1.91%40,777,563CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.39B1.84%23,513,200PUTNONE
464287655IWMISHARES TR$3.86B1.62%15,680,700CALLNONE
67066G104NVDANVIDIA CORPORATION$2.84B1.19%15,233,619CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.49B1.05%3,647,038CommonSOLE
037833100AAPLAPPLE INC$2.45B1.03%9,012,900PUTNONE
46090E103QQQINVESCO QQQ TR$2.24B0.94%3,652,200CALLNONE
023135106AMZNAMAZON COM INC$2.18B0.92%9,441,500PUTNONE
30303M102METAMETA PLATFORMS INC$2.09B0.88%3,166,200PUTNONE
594918104MSFTMICROSOFT CORP$2.06B0.87%4,260,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$1.86B0.78%2,722,000PUTNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.70B0.72%34,333,524CommonSOLE
02079K305GOOGLALPHABET INC$1.70B0.72%5,439,400PUTNONE
11135F101AVGOBROADCOM INC$1.54B0.65%4,445,154CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.48B0.62%27,048,800PUTNONE
037833100AAPLAPPLE INC$1.35B0.57%4,950,847CommonSOLE
88160R101TSLATESLA INC$1.31B0.55%2,911,400PUTNONE
037833100AAPLAPPLE INC$1.25B0.53%4,612,200CALLNONE
67066G104NVDANVIDIA CORPORATION$1.22B0.51%6,526,500CALLNONE
655844108NSCNORFOLK SOUTHN CORP$1.20B0.50%4,150,431CommonSOLE
594918104MSFTMICROSOFT CORP$1.11B0.47%2,291,238CommonSOLE
11135F101AVGOBROADCOM INC$1.05B0.44%3,032,500PUTNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.03B0.43%11,264,790CommonSOLE
464287234EEMISHARES TR$964.9M0.41%17,637,200PUTNONE
464288513HYGISHARES TR$940.1M0.40%11,660,000PUTNONE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$918.1M0.39%200,082,000CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$913.4M0.38%2,047,671CommonSOLE
30303M102METAMETA PLATFORMS INC$901.6M0.38%1,365,900CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$901.1M0.38%4,207,700PUTNONE
02079K107GOOGALPHABET INC$860.8M0.36%2,743,100PUTNONE
285512109EAELECTRONIC ARTS INC$857.2M0.36%4,195,119CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$848.4M0.36%18,975,300PUTNONE
46120E602ISRGINTUITIVE SURGICAL INC$842.2M0.35%1,486,953CommonSOLE
02079K305GOOGLALPHABET INC$840.1M0.35%2,684,166CommonSOLE
023135106AMZNAMAZON COM INC$838.9M0.35%3,634,426CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$809.4M0.34%15,937,003CommonSOLE
02079K107GOOGALPHABET INC$785.5M0.33%2,503,303CommonSOLE
594918104MSFTMICROSOFT CORP$758.8M0.32%1,569,100CALLNONE
934423104WBDWARNER BROS DISCOVERY INC$738.1M0.31%25,610,999CommonSOLE
023135106AMZNAMAZON COM INC$734.3M0.31%3,181,100CALLNONE
30303M102METAMETA PLATFORMS INC$732.3M0.31%1,109,432CommonSOLE
58933Y105MRKMERCK & CO INC$715.8M0.30%6,800,351CommonSOLE
88160R101TSLATESLA INC$713.7M0.30%1,586,900CALLNONE
G6700G107NVTNVENT ELECTRIC PLC$625.5M0.26%6,133,892CommonSOLE
11135F101AVGOBROADCOM INC$604.0M0.25%1,745,300CALLNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$564.7M0.24%1,175,000PUTNONE
46625H100JPMJPMORGAN CHASE & CO.$563.9M0.24%1,750,028CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$562.8M0.24%25,089,335CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$556.0M0.23%7,293,130CommonSOLE
02079K305GOOGLALPHABET INC$549.3M0.23%1,755,000CALLNONE
81369Y407XLYSELECT SECTOR SPDR TR$545.2M0.23%4,565,600PUTNONE
09290D101BLKBLACKROCK INC$543.9M0.23%508,120CommonSOLE
30231G102XOMEXXON MOBIL CORP$538.0M0.23%4,470,500PUTNONE
532457108LLYELI LILLY & CO$524.7M0.22%488,200PUTNONE
28176E108EWEDWARDS LIFESCIENCES CORP$518.4M0.22%6,080,938CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$515.5M0.22%2,900,200PUTNONE
78409V104SPGIS&P GLOBAL INC$514.5M0.22%984,479CommonSOLE
337932107FEFIRSTENERGY CORP$509.2M0.21%11,374,600CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$499.3M0.21%874,600PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$498.6M0.21%992,000PUTNONE
14316J108CGCARLYLE GROUP INC$493.0M0.21%8,340,531CommonSOLE
235851102DHRDANAHER CORPORATION$468.5M0.20%2,046,427CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$466.1M0.20%5,484,932CommonSOLE
92826C839VVISA INC$451.6M0.19%1,287,815CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$446.0M0.19%1,351,111CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$429.0M0.18%2,979,800PUTNONE
81369Y886XLUSELECT SECTOR SPDR TR$422.4M0.18%9,893,600PUTNONE
68389X105ORCLORACLE CORP$416.2M0.18%2,135,600PUTNONE
02079K107GOOGALPHABET INC$415.1M0.17%1,322,800CALLNONE
172967424CCITIGROUP INC$408.4M0.17%3,499,976CommonSOLE
37045V100GMGENERAL MTRS CO$408.4M0.17%5,022,079CommonSOLE
617446448MSMORGAN STANLEY$403.9M0.17%2,275,184CommonSOLE
595112103MUMICRON TECHNOLOGY INC$400.5M0.17%1,403,400PUTNONE
64110L106NFLXNETFLIX INC$391.0M0.16%4,169,900PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$389.0M0.16%1,280,169CommonSOLE
857477103STTSTATE STR CORP$388.8M0.16%3,013,400CALLNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$387.7M0.16%2,393,506CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$378.3M0.16%1,173,900PUTNONE
695156109PKGPACKAGING CORP AMER$376.3M0.16%1,824,807CommonSOLE
49177J102KVUEKENVUE INC$376.1M0.16%21,800,563CommonSOLE
464287465EFAISHARES TR$374.0M0.16%3,895,000PUTNONE
G54950103LINLINDE PLC$373.0M0.16%874,784CommonSOLE
46090E103QQQINVESCO QQQ TR$366.7M0.15%596,910CommonSOLE
G491BT108IVZINVESCO LTD$364.7M0.15%13,882,786CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$362.3M0.15%3,625,894CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$361.1M0.15%107,500,000CommonSOLE
532457108LLYELI LILLY & CO$359.9M0.15%334,858CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$358.2M0.15%525,300CALLNONE
80004C200SNDKSANDISK CORP$355.9M0.15%1,499,139CommonSOLE
79466L302CRMSALESFORCE INC$355.3M0.15%1,341,100PUTNONE
233331107DTEDTE ENERGY CO$352.0M0.15%2,729,226CommonSOLE
30063P105EXKEXACT SCIENCES CORP$349.5M0.15%3,441,516CommonSOLE
92189F676SMHVANECK ETF TRUST$348.9M0.15%968,800PUTNONE
911363109URIUNITED RENTALS INC$342.8M0.14%423,510CommonSOLE
097023105BABOEING CO$339.0M0.14%1,561,459CommonSOLE
747525103QCOMQUALCOMM INC$337.8M0.14%1,975,100PUTNONE
92189F676SMHVANECK ETF TRUST$336.0M0.14%933,000CALLNONE
16411R208LNGCHENIERE ENERGY INC$329.6M0.14%1,695,774CommonSOLE
92826C839VVISA INC$329.2M0.14%938,800PUTNONE
267475101DYDYCOM INDS INC$328.8M0.14%973,180CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$328.4M0.14%1,355,146CommonSOLE
166764100CVXCHEVRON CORP NEW$327.9M0.14%2,151,249CommonSOLE
16115Q308GTLSCHART INDS INC$327.2M0.14%1,586,588CommonSOLE
742718109PGPROCTER AND GAMBLE CO$326.5M0.14%2,278,388CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$323.6M0.14%7,238,400CALLNONE
478160104JNJJOHNSON & JOHNSON$322.4M0.14%1,557,800PUTNONE
01609W102BABAALIBABA GROUP HLDG LTD$317.7M0.13%2,167,400CALLNONE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$313.1M0.13%201,427,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$312.6M0.13%2,132,400PUTNONE
595112103MUMICRON TECHNOLOGY INC$312.1M0.13%1,093,398CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$296.8M0.12%4,404,578CommonSOLE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$296.1M0.12%55,650,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$293.1M0.12%379,768CommonSOLE
872657101TPGTPG INC$292.7M0.12%4,584,733CommonSOLE
058498106BALLBALL CORP$292.2M0.12%5,516,445CommonSOLE
778296103ROSTROSS STORES INC$290.9M0.12%1,614,858CommonSOLE
464287184FXIISHARES TR$290.5M0.12%7,586,200PUTNONE
64110L106NFLXNETFLIX INC$286.6M0.12%3,056,387CommonSOLE
464287234EEMISHARES TR$286.2M0.12%5,230,700CALLNONE
85914M107STEPSTEPSTONE GROUP INC$286.0M0.12%4,456,150CommonSOLE
G5960L103MDTMEDTRONIC PLC$285.8M0.12%2,975,488CommonSOLE
949746101WMT2WELLS FARGO CO NEW$284.5M0.12%3,052,580CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$283.8M0.12%7,455,387CommonSOLE
55354G100MSCIMSCI INC$278.8M0.12%485,967CommonSOLE
060505104BACBANK AMERICA CORP$277.9M0.12%5,052,700PUTNONE
464287242LQDISHARES TR$275.5M0.12%2,500,000PUTNONE
126650100CVSCVS HEALTH CORP$274.9M0.12%3,464,096CommonSOLE
06849F108BBARRICK MNG CORP$273.8M0.12%6,287,372CommonSOLE
69331C108PCGPG&E CORP$270.0M0.11%16,804,595CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$268.2M0.11%1,655,245CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$267.2M0.11%1,450,800PUTNONE
902973304USBUS BANCORP DEL$265.6M0.11%4,976,979CommonSOLE
458140100INTCINTEL CORP$261.9M0.11%7,096,500PUTNONE
438516106HONHONEYWELL INTL INC$261.3M0.11%1,339,184CommonSOLE
436440101HO1HOLOGIC INC$260.7M0.11%3,500,016CommonSOLE
594972408MSTRSTRATEGY INC$259.7M0.11%1,709,400CALLNONE
437076102HDHOME DEPOT INC$258.8M0.11%752,052CommonSOLE
260003108DOVDOVER CORP$258.3M0.11%1,322,901CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$256.6M0.11%1,198,400CALLNONE
750940108RALRALLIANT CORP$253.2M0.11%4,973,001CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$253.1M0.11%443,300CALLNONE
22160K105COSTCOSTCO WHSL CORP NEW$251.7M0.11%291,896CommonSOLE
68389X105ORCLORACLE CORP$247.6M0.10%1,270,200CALLNONE
81369Y605XLFSELECT SECTOR SPDR TR$246.7M0.10%4,505,000CALLNONE
038222105AMATAPPLIED MATLS INC$245.8M0.10%956,400PUTNONE
595112103MUMICRON TECHNOLOGY INC$245.1M0.10%858,700CALLNONE
867224107SUSUNCOR ENERGY INC NEW$243.1M0.10%5,478,063CommonSOLE
78464A870XBISPDR SERIES TRUST$242.3M0.10%1,986,900PUTNONE
03076C106AMPAMERIPRISE FINL INC$242.2M0.10%493,941CommonSOLE
200340107CMACOMERICA INC$242.1M0.10%2,785,209CommonSOLE
N07059210ASMLASML HOLDING N V$240.2M0.10%224,500PUTNONE
934423104WBDWARNER BROS DISCOVERY INC$239.8M0.10%8,322,100PUTNONE
500767306KWEBKRANESHARES TRUST$239.6M0.10%7,037,500CALLNONE
038222105AMATAPPLIED MATLS INC$239.5M0.10%931,841CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$236.5M0.10%2,782,600PUTNONE
320517105FHNFIRST HORIZON CORPORATION$234.6M0.10%9,817,089CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$233.4M0.10%270,700PUTNONE
19247G107COHRCOHERENT CORP$233.0M0.10%1,262,260CommonSOLE
949746101WMT2WELLS FARGO CO NEW$230.0M0.10%2,467,300PUTNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$229.5M0.10%796,010CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$229.2M0.10%3,926,164CommonSOLE
457669307INSMINSMED INC$228.3M0.10%1,311,654CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$226.6M0.10%666,448CommonSOLE
626755102MUSAMURPHY USA INC$226.2M0.10%560,625CommonSOLE
G0403H108AONAON PLC$224.8M0.09%636,922CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$224.2M0.09%4,093,451CommonSOLE
512807306LRCXLAM RESEARCH CORP$223.3M0.09%1,304,400PUTNONE
464286509EWCISHARES INC$223.3M0.09%4,140,000PUTNONE
69047Q102OVVOVINTIV INC$223.1M0.09%5,692,806CommonSOLE
237266101DARDARLING INGREDIENTS INC$222.3M0.09%6,175,256CommonSOLE
902494103TSNTYSON FOODS INC$222.1M0.09%3,788,221CommonSOLE
046353108AZNNASTRAZENECA PLC$220.4M0.09%2,396,943CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$219.6M0.09%41,000PUTNONE
816851109SRESEMPRA$217.8M0.09%2,467,150CommonSOLE
200340107CMACOMERICA INC$217.3M0.09%2,500,000CALLNONE
09260D107BXBLACKSTONE INC$215.3M0.09%1,396,800PUTNONE
320517105FHNFIRST HORIZON CORPORATION$215.1M0.09%9,000,000CALLNONE
G5509L101LIVNLIVANOVA PLC$214.4M0.09%3,484,082CommonSOLE
872590104TMUST-MOBILE US INC$214.3M0.09%1,055,525CommonSOLE
278642103EBAYEBAY INC.$213.8M0.09%2,454,532CommonSOLE
20030N101CMCSACOMCAST CORP NEW$213.3M0.09%7,134,912CommonSOLE
464287184FXIISHARES TR$212.1M0.09%5,539,400CALLNONE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$212.1M0.09%74,720,000CommonSOLE
55087P104LYFTLYFT INC$211.4M0.09%10,915,332CommonSOLE
70975L107PENPENUMBRA INC$210.7M0.09%677,832CommonSOLE
149123101CATCATERPILLAR INC$210.6M0.09%367,600PUTNONE
052769106ADSKAUTODESK INC$210.3M0.09%710,348CommonSOLE
G491BT108IVZINVESCO LTD$209.3M0.09%7,965,700CALLNONE
68902V107OTISOTIS WORLDWIDE CORP$208.5M0.09%2,387,466CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$205.2M0.09%797,889CommonSOLE
941848103WATWATERS CORP$204.6M0.09%538,713CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$204.5M0.09%1,202,711CommonSOLE
30231G102XOMEXXON MOBIL CORP$202.3M0.09%1,681,000CALLNONE
464288513HYGISHARES TR$201.8M0.08%2,502,400CALLNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$200.9M0.08%1,130,300CALLNONE
09062X103BIIBBIOGEN INC$198.1M0.08%1,125,586CommonSOLE
64110L106NFLXNETFLIX INC$196.7M0.08%2,097,800CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$196.2M0.08%916,252CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$195.6M0.08%1,638,200CALLNONE
172908105CTASCINTAS CORP$195.3M0.08%1,038,607CommonSOLE
166764100CVXCHEVRON CORP NEW$194.2M0.08%1,274,000PUTNONE
443201108HWMHOWMET AEROSPACE INC$193.7M0.08%944,827CommonSOLE
74736K101QRVOQORVO INC$193.3M0.08%2,287,404CommonSOLE
149123101CATCATERPILLAR INC$192.7M0.08%336,300CALLNONE
478160104JNJJOHNSON & JOHNSON$192.2M0.08%928,609CommonSOLE
931142103WMTWALMART INC$190.3M0.08%1,707,800PUTNONE
25746U109DDOMINION ENERGY INC$189.9M0.08%3,241,225CommonSOLE
512807306LRCXLAM RESEARCH CORP$189.8M0.08%1,109,009CommonSOLE
G25508105CRHCRH PLC$189.7M0.08%1,520,359CommonSOLE
68389X105ORCLORACLE CORP$189.5M0.08%972,375CommonSOLE
45167R104IEXIDEX CORP$189.3M0.08%1,063,763CommonSOLE
15135B101CNCCENTENE CORP DEL$187.9M0.08%4,566,222CommonSOLE
437076102HDHOME DEPOT INC$187.0M0.08%543,400PUTNONE
713448108PEPPEPSICO INC$185.4M0.08%1,291,946CommonSOLE
806857108SLBSLB LIMITED$184.6M0.08%4,809,882CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$183.8M0.08%8,122,607CommonSOLE
437076102HDHOME DEPOT INC$183.4M0.08%532,900CALLNONE
29977A105EVREVERCORE INC$182.6M0.08%536,646CommonSOLE
17275R102CSCOCISCO SYS INC$182.1M0.08%2,363,700PUTNONE
377322102GKOSGLAUKOS CORP$181.8M0.08%1,609,699CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$180.5M0.08%3,037,616CommonSOLE
92840M102VSTVISTRA CORP$179.4M0.08%1,111,911CommonSOLE
032095101APHAMPHENOL CORP NEW$178.7M0.08%1,322,401CommonSOLE
049468101TEAMATLASSIAN CORPORATION$178.6M0.08%1,101,402CommonSOLE
443573100HUBSHUBSPOT INC$178.2M0.07%444,076CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$178.2M0.07%1,488,140CommonSOLE
58155Q103MCKMCKESSON CORP$177.3M0.07%216,183CommonSOLE
464287465EFAISHARES TR$176.2M0.07%1,834,800CALLNONE
00508Y102AYIACUITY INC$175.6M0.07%487,803CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$175.0M0.07%530,000PUTNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$173.4M0.07%975,400CommonSOLE
88339J105TTDTHE TRADE DESK INC$173.1M0.07%4,559,592CommonSOLE
26701L100BROSDUTCH BROS INC$172.8M0.07%2,823,384CommonSOLE
69349H107TXNMTXNM ENERGY INC$172.5M0.07%2,930,417CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$171.5M0.07%3,605,179CommonSOLE
701094104PHPARKER-HANNIFIN CORP$170.3M0.07%193,755CommonSOLE
722304102PDDPDD HOLDINGS INC$170.2M0.07%1,501,000PUTNONE
464287622IWBISHARES TR$170.0M0.07%455,129CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$169.8M0.07%74,000,000CommonSOLE
303250104FICOFAIR ISAAC CORP$169.8M0.07%100,447CommonSOLE
00287Y109ABBVABBVIE INC$169.1M0.07%740,200PUTNONE
29084Q100EMEEMCOR GROUP INC$168.5M0.07%275,439CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$168.0M0.07%626,110CommonSOLE
031100100AMEAMETEK INC$166.9M0.07%812,858CommonSOLE
655663102NDSNNORDSON CORP$166.3M0.07%691,824CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$166.3M0.07%5,146,149CommonSOLE
771049103RBLXROBLOX CORP$166.2M0.07%2,051,179CommonSOLE
46266C105IQVIQVIA HLDGS INC$166.1M0.07%736,858CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$165.8M0.07%365,664CommonSOLE
G87052109TELTE CONNECTIVITY PLC$165.1M0.07%725,762CommonSOLE
29444U700EQIXEQUINIX INC$165.0M0.07%215,419CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$164.4M0.07%2,232,426CommonSOLE
98389B100XELXCEL ENERGY INC$163.1M0.07%2,207,869CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$161.5M0.07%1,282,600PUTNONE
19260Q107COINCOINBASE GLOBAL INC$161.4M0.07%713,700CALLNONE
494368103KMBKIMBERLY-CLARK CORP$160.8M0.07%1,594,098CommonSOLE
88160R101TSLATESLA INC$160.2M0.07%356,198CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$160.0M0.07%1,958,600PUTNONE
191216100KOCOCA COLA CO$159.9M0.07%2,287,521CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$159.4M0.07%1,381,967CommonSOLE
576323109MTZMASTEC INC$159.2M0.07%732,273CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$158.8M0.07%453,120CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$158.7M0.07%816,366CommonSOLE
532457108LLYELI LILLY & CO$158.6M0.07%147,600CALLNONE
31428X106FDXFEDEX CORP$158.1M0.07%547,316CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$157.0M0.07%811,543CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$155.7M0.07%512,500PUTNONE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$155.6M0.07%2,157,270CommonSOLE
002824100ABTABBOTT LABS$155.4M0.07%1,240,100PUTNONE
26875P101EOGEOG RES INC$155.0M0.07%1,476,395CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$153.1M0.06%268,174CommonSOLE
55024U109LITELUMENTUM HLDGS INC$153.0M0.06%415,157CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$152.3M0.06%1,435,035CommonSOLE
369604301GEGE AEROSPACE$151.8M0.06%492,900PUTNONE
78409V104SPGIS&P GLOBAL INC$151.8M0.06%290,500PUTNONE
548661107LOWLOWES COS INC$151.8M0.06%629,500CALLNONE
12504L109CBRECBRE GROUP INC$151.7M0.06%943,699CommonSOLE
00724F101ADBEADOBE INC$150.8M0.06%430,872CommonSOLE
747525103QCOMQUALCOMM INC$150.5M0.06%879,700CALLNONE
366651107ITGARTNER INC$150.2M0.06%595,567CommonSOLE
512807306LRCXLAM RESEARCH CORP$149.3M0.06%872,000CALLNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$148.7M0.06%502,100PUTNONE
81369Y803XLKSELECT SECTOR SPDR TR$148.2M0.06%1,029,400CALLNONE
478160104JNJJOHNSON & JOHNSON$147.4M0.06%712,400CALLNONE
464287432TLTISHARES TR$147.1M0.06%1,687,900PUTNONE
464287655IWMISHARES TR$146.8M0.06%596,431CommonSOLE
617446448MSMORGAN STANLEY$146.7M0.06%826,400PUTNONE
450056106IRTCIRHYTHM TECHNOLOGIES INC$146.6M0.06%826,376CommonSOLE
79466L302CRMSALESFORCE INC$146.2M0.06%552,000CALLNONE
70450Y103PYPLPAYPAL HLDGS INC$146.2M0.06%2,504,000PUTNONE
109641100EATBRINKER INTL INC$145.3M0.06%1,012,513CommonSOLE
122017106BURLBURLINGTON STORES INC$144.5M0.06%500,089CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$143.0M0.06%1,590,485CommonSOLE
760759100RSGREPUBLIC SVCS INC$142.4M0.06%672,127CommonSOLE
172967424CCITIGROUP INC$141.8M0.06%1,215,200PUTNONE
37045V100GMGENERAL MTRS CO$141.8M0.06%1,743,600PUTNONE
60937P106MDBMONGODB INC$141.4M0.06%337,021CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$138.8M0.06%157,900PUTNONE
91913Y100VLOVALERO ENERGY CORP$138.0M0.06%847,900PUTNONE
10576N102BRZEBRAZE INC$137.6M0.06%4,012,030CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$137.2M0.06%283,694CommonSOLE
77543R102ROKUROKU INC$136.5M0.06%1,257,964CommonSOLE
81762P102NOWSERVICENOW INC$135.8M0.06%886,700PUTNONE
055622104BPBP PLC$135.6M0.06%3,905,104CommonSOLE
191216100KOCOCA COLA CO$135.3M0.06%1,934,800PUTNONE
46429B598INDAISHARES TR$135.1M0.06%2,500,000CALLNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$134.8M0.06%1,329,253CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$134.4M0.06%724,648CommonSOLE
20030N101CMCSACOMCAST CORP NEW$134.3M0.06%4,493,300CALLNONE
060505104BACBANK AMERICA CORP$133.8M0.06%2,433,108CommonSOLE
832696405SJMSMUCKER J M CO$133.7M0.06%1,367,299CommonSOLE
458140100INTCINTEL CORP$133.5M0.06%3,617,400CALLNONE
33829M101FIVEFIVE BELOW INC$132.8M0.06%704,880CommonSOLE
231021106CMICUMMINS INC$132.5M0.06%259,616CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$132.3M0.06%2,643,625CommonSOLE
464287432TLTISHARES TR$131.7M0.06%1,511,200CALLNONE
87422Q109TLNTALEN ENERGY CORP$131.3M0.06%350,299CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$131.3M0.06%4,554,300CALLNONE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$131.2M0.06%2,640,066CommonSOLE
969457100WMBWILLIAMS COS INC$131.0M0.06%2,180,067CommonSOLE
681919106OMCOMNICOM GROUP INC$131.0M0.06%1,622,727CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$131.0M0.06%859,125CommonSOLE
231561101CWCURTISS WRIGHT CORP$131.0M0.06%237,553CommonSOLE
097023105BABOEING CO$130.7M0.05%602,100PUTNONE
579780206MKCMCCORMICK & CO INC$130.7M0.05%1,918,519CommonSOLE
58933Y105MRKMERCK & CO INC$130.6M0.05%1,241,000PUTNONE
55306N104MKSIMKS INC.$130.6M0.05%817,251CommonSOLE
94106L109WMWASTE MGMT INC DEL$130.0M0.05%591,655CommonSOLE
00724F101ADBEADOBE INC$129.9M0.05%371,100PUTNONE
219350105GLWCORNING INC$127.8M0.05%1,459,559CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$127.3M0.05%563,000PUTNONE
682189105ONON SEMICONDUCTOR CORP$127.2M0.05%2,349,378CommonSOLE
780087102RYROYAL BK CDA$126.9M0.05%542,300PUTNONE
G3643J108FLUTFLUTTER ENTMT PLC$126.9M0.05%589,994CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$126.8M0.05%569,701CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$126.7M0.05%252,049CommonSOLE
29414B104EPAMEPAM SYS INC$126.7M0.05%618,278CommonSOLE
127190304CACICACI INTL INC$126.5M0.05%237,499CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$126.5M0.05%1,943,225CommonSOLE
03073E105CORCENCORA INC$126.4M0.05%374,384CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$126.4M0.05%426,600CALLNONE
03831W108APPAPPLOVIN CORP$126.1M0.05%187,200CALLNONE
040919102ARKBARK 21SHARES BITCOIN ETF$125.3M0.05%4,314,138CommonSOLE
713448108PEPPEPSICO INC$125.1M0.05%871,700PUTNONE
871829107SYYSYSCO CORP$125.0M0.05%1,696,369CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$124.8M0.05%37,260,000CommonSOLE
92826C839VVISA INC$124.3M0.05%354,400CALLNONE
461202103INTUINTUIT$124.2M0.05%187,500PUTNONE
83304A106SNAPSNAP INC$123.8M0.05%15,346,103CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$123.1M0.05%2,533,736CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$123.1M0.05%1,257,353CommonSOLE
235825205DANDANA INC$122.7M0.05%5,165,957CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$122.7M0.05%3,167,718CommonSOLE
038222105AMATAPPLIED MATLS INC$122.0M0.05%474,600CALLNONE
016255101ALGNALIGN TECHNOLOGY INC$121.9M0.05%780,827CommonSOLE
548661107LOWLOWES COS INC$120.9M0.05%501,500PUTNONE
09290D101BLKBLACKROCK INC$120.7M0.05%112,800CALLNONE
620076307MSIMOTOROLA SOLUTIONS INC$120.6M0.05%314,667CommonSOLE
742718109PGPROCTER AND GAMBLE CO$120.5M0.05%840,800PUTNONE
101137107BSXBOSTON SCIENTIFIC CORP$120.3M0.05%1,261,300CALLNONE
00206R102TAT&T INC$120.2M0.05%4,838,913CommonSOLE
369604301GEGE AEROSPACE$119.9M0.05%389,362CommonSOLE
G54950103LINLINDE PLC$119.7M0.05%280,800CALLNONE
337738108FISVFISERV INC$119.2M0.05%1,774,210CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$119.2M0.05%3,885,483CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$118.8M0.05%590,988CommonSOLE
F21107101CSTMCONSTELLIUM SE$118.2M0.05%6,269,869CommonSOLE
482480100KLACKLA CORP$116.8M0.05%96,100PUTNONE
81369Y704XLISELECT SECTOR SPDR TR$116.2M0.05%748,846CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$116.0M0.05%748,100PUTNONE
46428Q109SLVISHARES SILVER TR$115.5M0.05%1,793,500CALLNONE
46625H100JPMJPMORGAN CHASE & CO.$115.4M0.05%358,200CALLNONE
550021109LULULULULEMON ATHLETICA INC$115.4M0.05%555,368CommonSOLE
78463V107GLDSPDR GOLD TR$115.3M0.05%291,000CALLNONE
256746108DLTRDOLLAR TREE INC$115.1M0.05%935,700PUTNONE
03831W108APPAPPLOVIN CORP$114.8M0.05%170,300PUTNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$114.7M0.05%8,556,749CommonSOLE
878742204TECKTECK RESOURCES LTD$114.5M0.05%2,391,255CommonSOLE
882508104TXNTEXAS INSTRS INC$114.4M0.05%659,200CALLNONE
31613E103FETHFIDELITY ETHEREUM FD$114.2M0.05%3,857,936CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$114.1M0.05%838,461CommonSOLE
052769106ADSKAUTODESK INC$114.0M0.05%385,100PUTNONE
644535106NGDNNEW GOLD INC CDA$113.8M0.05%13,069,153CommonSOLE
15677J108DAYDAYFORCE INC$113.4M0.05%1,640,385CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$112.6M0.05%509,647CommonSOLE
92189F106GDXVANECK ETF TRUST$112.2M0.05%1,307,600PUTNONE
372460105GPCGENUINE PARTS CO$110.8M0.05%900,918CommonSOLE
26884L109EQTEQT CORP$110.7M0.05%2,065,556CommonSOLE
35137L204FOXFOX CORP$110.6M0.05%1,702,959CommonSOLE
863667101SYKSTRYKER CORPORATION$109.8M0.05%312,371CommonSOLE
75513E101RTXRTX CORPORATION$109.7M0.05%598,300PUTNONE
36168Q104GFLGFL ENVIRONMENTAL INC$109.1M0.05%2,539,067CommonSOLE
91912E105VALEVALE S A$108.9M0.05%8,360,116CommonSOLE
204166102CVLTCOMMVAULT SYS INC$108.9M0.05%868,707CommonSOLE
50212V100LPLALPL FINL HLDGS INC$108.8M0.05%304,710CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$108.7M0.05%191,900PUTNONE
464287242LQDISHARES TR$108.6M0.05%985,790CommonSOLE
580135101MCDMCDONALDS CORP$108.5M0.05%355,100PUTNONE
97650W108WTFCWINTRUST FINL CORP$108.3M0.05%774,529CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$108.0M0.05%122,889CommonSOLE
G29183103ETNEATON CORP PLC$107.9M0.05%338,881CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$107.8M0.05%230,000PUTNONE
871332102SLVMSYLVAMO CORP$107.5M0.05%2,233,209CommonSOLE
097023105BABOEING CO$107.5M0.05%495,200CALLNONE
89346D107TACTRANSALTA CORP$107.2M0.05%8,475,864CommonSOLE
056752108BIDUBAIDU INC$106.7M0.04%816,700PUTNONE
759916109RGENREPLIGEN CORP$106.6M0.04%650,546CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$106.4M0.04%414,372CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$106.3M0.04%1,050,000PUTNONE
718172109PMPHILIP MORRIS INTL INC$106.0M0.04%660,700PUTNONE
252131107DXCMDEXCOM INC$105.5M0.04%1,589,877CommonSOLE
11777Q209BTGB2GOLD CORP$105.3M0.04%23,342,850CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$104.9M0.04%3,872,183CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$104.6M0.04%2,567,000PUTNONE
78468R556XOPSPDR SERIES TRUST$104.3M0.04%825,900PUTNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$104.0M0.04%179,031CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$103.4M0.04%19,300CALLNONE
09581B103OWLBLUE OWL CAPITAL INC$103.3M0.04%6,915,200PUTNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$103.3M0.04%602,940CommonSOLE
008492100ADCAGREE RLTY CORP$103.3M0.04%1,433,553CommonSOLE
78464A698KRESPDR SERIES TRUST$103.1M0.04%1,591,100PUTNONE
780087102RYROYAL BK CDA$103.0M0.04%603,858CommonSOLE
518439104ELLAUDER ESTEE COS INC$102.9M0.04%982,888CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$102.5M0.04%738,065CommonSOLE
30231G102XOMEXXON MOBIL CORP$101.8M0.04%845,550CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$101.5M0.04%1,210,464CommonSOLE
686688AB8ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC$101.3M0.04%75,178,000CommonSOLE
25754A201DPZDOMINOS PIZZA INC$101.1M0.04%242,588CommonSOLE
00370M103ABVXABIVAX SA$99.9M0.04%741,060CommonSOLE
550021109LULULULULEMON ATHLETICA INC$99.8M0.04%480,200CALLNONE
913903100UHSUNIVERSAL HLTH SVCS INC$99.8M0.04%457,579CommonSOLE
81141R100SESEA LTD$99.6M0.04%780,802CommonSOLE
171779309CIENCIENA CORP$98.8M0.04%422,616CommonSOLE
229663109CUBECUBESMART$98.8M0.04%2,739,600CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$98.8M0.04%7,436,846CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$98.5M0.04%3,652,647CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$98.5M0.04%1,463,948CommonSOLE
629377508NRGNRG ENERGY INC$98.5M0.04%618,455CommonSOLE
G5960L103MDTMEDTRONIC PLC$98.4M0.04%1,024,800CALLNONE
75513E101RTXRTX CORPORATION$97.6M0.04%532,359CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$96.9M0.04%400,000PUTNONE
23918K108DVADAVITA INC$96.8M0.04%852,380CommonSOLE
803054204SAPSAP SE$96.5M0.04%397,324CommonSOLE
922475108VEEVVEEVA SYS INC$96.4M0.04%431,693CommonSOLE
866674104SUISUN CMNTYS INC$95.9M0.04%773,961CommonSOLE
012653101ALBALBEMARLE CORP$95.7M0.04%676,877CommonSOLE
946784105WAYWAYSTAR HLDG CORP$95.5M0.04%2,914,618CommonSOLE
34959E109FTNTFORTINET INC$95.3M0.04%1,199,606CommonSOLE
201723103CMCCOMMERCIAL METALS CO$95.1M0.04%1,373,417CommonSOLE
670100205NVONOVO-NORDISK A S$94.9M0.04%1,865,800PUTNONE
98138H101WDAYWORKDAY INC$94.9M0.04%441,700PUTNONE
099724106BWABORGWARNER INC$94.7M0.04%2,100,815CommonSOLE
81762P102NOWSERVICENOW INC$94.5M0.04%616,701CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$94.4M0.04%610,100CALLNONE
380237107GDDYGODADDY INC$94.1M0.04%758,035CommonSOLE
22052L104CTVACORTEVA INC$94.0M0.04%1,402,018CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$93.9M0.04%799,272CommonSOLE
919794107VLYVALLEY NATL BANCORP$93.4M0.04%7,999,391CommonSOLE
781154109RBRKRUBRIK INC.$93.1M0.04%1,216,854CommonSOLE
871607107SNPSSYNOPSYS INC$92.9M0.04%197,800PUTNONE
422806208HEI/AHEICO CORP NEW$92.9M0.04%367,965CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$92.8M0.04%841,337CommonSOLE
F92124100TTETOTALENERGIES SE$92.6M0.04%1,646,700PUTNONE
194162103CLCOLGATE PALMOLIVE CO$91.8M0.04%1,162,341CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$91.3M0.04%816,329CommonSOLE
20717M1038QRCONFLUENT INC$91.0M0.04%3,010,344CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$90.7M0.04%516,661CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$90.7M0.04%203,660CommonSOLE
714046109RVTYREVVITY INC$90.6M0.04%936,468CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$90.4M0.04%3,289,473CommonSOLE
526107107LIILENNOX INTL INC$90.0M0.04%185,447CommonSOLE
254687106DISDISNEY WALT CO$89.7M0.04%788,200PUTNONE
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$89.6M0.04%53,211,000CommonSOLE
07782B104BLTEBELITE BIO INC$89.4M0.04%558,882CommonSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$89.1M0.04%35,000,000CommonSOLE
87612E106TGTTARGET CORP$88.7M0.04%907,145CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$88.7M0.04%712,500PUTNONE
464287432TLTISHARES TR$88.6M0.04%1,015,956CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$88.5M0.04%5,772,476CommonSOLE
751212101RLRALPH LAUREN CORP$88.3M0.04%249,637CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$87.8M0.04%1,807,366CommonSOLE
42226A107HQYHEALTHEQUITY INC$87.2M0.04%951,563CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$87.2M0.04%563,000PUTNONE
654902204NOKNOKIA CORP$87.0M0.04%13,448,179CommonSOLE
40412C101HCAHCA HEALTHCARE INC$87.0M0.04%186,300PUTNONE
116794108BRKRBRUKER CORP$86.7M0.04%1,839,587CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$86.6M0.04%222,490CommonSOLE
060505104BACBANK AMERICA CORP$85.9M0.04%1,562,300CALLNONE
36828A101GEVGE VERNOVA INC$85.9M0.04%131,358CommonSOLE
736508847PORPORTLAND GEN ELEC CO$85.8M0.04%1,787,901CommonSOLE
482480100KLACKLA CORP$85.8M0.04%70,581CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$85.6M0.04%1,462,701CommonSOLE
464286400EWZISHARES INC$85.5M0.04%2,690,000CALLNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$85.3M0.04%1,338,747CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$84.8M0.04%1,845,050CommonSOLE
032654105ADIANALOG DEVICES INC$84.7M0.04%312,300PUTNONE
833445109SNOWSNOWFLAKE INC$84.5M0.04%385,300CALLNONE

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.