MondegarAI
Millennium

Q1 2026 · 13F-HR

Millenniumholdings as filed

Filed 2026-05-15 · accession 0001273087-26-000004

$240.29B
Reported value
5,622
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Millennium · Q1 2026

AI · grounded in 13F

Millennium established a new position in SPDR SERIES TRUST valued at $1.65B. The fund also initiated a new position in ASTRAZENECA PLC worth $901.8M and increased its holdings in TSM by 103.07% and TSLA by 69.21%. On the sell side, the fund trimmed its position in WMT by 86.77% and reduced its stake in SPY by 28.51%.

Holdings as filed

First 500 of 5622

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$9.96B4.15%40,169,200PUTNONE
464287200IVVISHARES TR$8.48B3.53%12,985,806CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.12B1.71%23,618,000PUTNONE
46090E103QQQINVESCO QQQ TR$3.49B1.45%6,049,600PUTNONE
464287655IWMISHARES TR$2.97B1.24%11,990,300CALLNONE
594918104MSFTMICROSOFT CORP$2.55B1.06%6,878,900PUTNONE
46090E103QQQINVESCO QQQ TR$2.29B0.95%3,964,500CALLNONE
023135106AMZNAMAZON COM INC$2.28B0.95%10,935,400PUTNONE
037833100AAPLAPPLE INC$2.21B0.92%8,706,700PUTNONE
30303M102METAMETA PLATFORMS INC$2.07B0.86%3,616,700PUTNONE
02079K305GOOGLALPHABET INC$1.89B0.79%6,560,100PUTNONE
67066G104NVDANVIDIA CORPORATION$1.85B0.77%10,585,647CommonSOLE
88160R101TSLATESLA INC$1.83B0.76%4,909,800PUTNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.78B0.74%2,733,300PUTNONE
78464A854SPYMSPDR SERIES TRUST$1.65B0.69%21,566,182CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$1.47B0.61%205,553,000CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.42B0.59%28,767,800PUTNONE
81369Y506XLESELECT SECTOR SPDR TR$1.40B0.58%22,869,800PUTNONE
G25508105CRHCRH PLC$1.37B0.57%240,500CALLNONE
G25508105CRHCRH PLC$1.36B0.57%199,800PUTNONE
464288513HYGISHARES TR$1.35B0.56%16,906,400PUTNONE
037833100AAPLAPPLE INC$1.33B0.55%5,225,100CALLNONE
655844108NSCNORFOLK SOUTHN CORP$1.32B0.55%4,584,086CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.29B0.54%7,378,900CALLNONE
934423104WBDWARNER BROS DISCOVERY INC$1.21B0.50%43,939,392CommonSOLE
037833100AAPLAPPLE INC$1.18B0.49%4,668,333CommonSOLE
30303M102METAMETA PLATFORMS INC$1.15B0.48%2,004,892CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.07B0.45%5,275,900PUTNONE
594918104MSFTMICROSOFT CORP$1.04B0.43%2,798,177CommonSOLE
594918104MSFTMICROSOFT CORP$1.03B0.43%2,781,800CALLNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.02B0.43%1,572,800CALLNONE
464287234EEMISHARES TR$959.5M0.40%16,895,300PUTNONE
023135106AMZNAMAZON COM INC$936.0M0.39%4,494,000CALLNONE
11135F101AVGOBROADCOM INC$874.5M0.36%2,825,400PUTNONE
285512109EAELECTRONIC ARTS INC$871.7M0.36%4,275,528CommonSOLE
30303M102METAMETA PLATFORMS INC$855.3M0.36%1,494,900CALLNONE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$841.9M0.35%157,266,000CommonSOLE
02079K107GOOGALPHABET INC$801.9M0.33%2,795,500PUTNONE
30231G102XOMEXXON MOBIL CORP$779.6M0.32%4,595,300PUTNONE
64110L106NFLXNETFLIX INC.$761.4M0.32%7,918,600PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$754.6M0.31%2,232,887CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$744.6M0.31%12,667,694CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$741.0M0.31%19,287,318CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$726.0M0.30%1,515,000PUTNONE
80004C200SNDKSANDISK CORP$725.7M0.30%1,142,295CommonSOLE
060505104BACBANK AMERICA CORP$695.7M0.29%14,269,820CommonSOLE
02079K305GOOGLALPHABET INC$666.1M0.28%2,316,400CALLNONE
11135F101AVGOBROADCOM INC$665.8M0.28%2,151,004CommonSOLE
617446448MSMORGAN STANLEY$657.8M0.27%3,997,261CommonSOLE
88160R101TSLATESLA INC$643.9M0.27%1,732,000CALLNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$625.8M0.26%4,278,200PUTNONE
09290D101BLKBLACKROCK INC$617.0M0.26%641,558CommonSOLE
595112103MUMICRON TECHNOLOGY INC$614.8M0.26%1,819,700PUTNONE
922908363VOOVANGUARD INDEX FDS$607.6M0.25%1,016,744CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$605.5M0.25%6,112,977CommonSOLE
G0593M107AZNASTRAZENECA PLC$587.7M0.24%40,400PUTNONE
88160R101TSLATESLA INC$584.6M0.24%1,572,603CommonSOLE
023135106AMZNAMAZON COM INC$584.6M0.24%2,806,889CommonSOLE
12504L109CBRECBRE GROUP INC$581.7M0.24%4,294,149CommonSOLE
78464A698KRESPDR SERIES TRUST$571.7M0.24%8,774,800CALLNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$564.8M0.24%1,671,400PUTNONE
49177J102KVUEKENVUE INC$548.3M0.23%31,801,263CommonSOLE
172967424CCITIGROUP INC$545.5M0.23%4,809,646CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$544.2M0.23%4,151,358CommonSOLE
595112103MUMICRON TECHNOLOGY INC$542.3M0.23%1,605,077CommonSOLE
11135F101AVGOBROADCOM INC$534.2M0.22%1,725,800CALLNONE
81369Y605XLFSELECT SECTOR SPDR TR$529.8M0.22%10,731,301CommonSOLE
G6700G107NVTNVENT ELEC PLC$529.7M0.22%4,478,152CommonSOLE
G491BT108IVZINVESCO LTD$525.8M0.22%21,648,675CommonSOLE
337932107FEFIRSTENERGY CORP$516.5M0.21%10,194,994CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$515.7M0.21%10,445,750CALLNONE
81369Y506XLESELECT SECTOR SPDR TR$511.7M0.21%8,352,300CALLNONE
02079K107GOOGALPHABET INC$511.2M0.21%1,781,986CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$482.2M0.20%4,424,900PUTNONE
02079K305GOOGLALPHABET INC$478.3M0.20%1,663,187CommonSOLE
532457108LLYELI LILLY & CO$458.5M0.19%498,500PUTNONE
595112103MUMICRON TECHNOLOGY INC$450.2M0.19%1,332,600CALLNONE
02079K107GOOGALPHABET INC$447.6M0.19%1,560,200CALLNONE
127097103CTRACOTERRA ENERGY INC$447.4M0.19%12,730,854CommonSOLE
92189F676SMHVANECK ETF TRUST$429.6M0.18%1,120,500CALLNONE
436440101HO1HOLOGIC INC$427.2M0.18%5,651,225CommonSOLE
30231G102XOMEXXON MOBIL CORP$425.3M0.18%2,506,800CALLNONE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$420.9M0.18%117,545,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$419.6M0.17%910,292CommonSOLE
92826C839VVISA INC$419.4M0.17%1,387,500PUTNONE
78409V104SPGIS&P GLOBAL INC$418.7M0.17%984,438CommonSOLE
931142103WMTWALMART INC$415.5M0.17%3,342,900PUTNONE
16411R208LNGCHENIERE ENERGY INC$411.8M0.17%1,451,265CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$408.3M0.17%817,074CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$406.1M0.17%25,947,023CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$405.1M0.17%622,922CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$399.8M0.17%401,200PUTNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$397.0M0.17%6,545,442CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$380.8M0.16%2,865,600PUTNONE
45167R104IEXIDEX CORP$378.3M0.16%1,995,944CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$377.0M0.16%8,214,600PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC$367.1M0.15%1,356,610CommonSOLE
055622104BPBP PLC$366.6M0.15%7,799,720CommonSOLE
68389X105ORCLORACLE CORP$365.8M0.15%2,486,500CALLNONE
46625H100JPMJPMORGAN CHASE & CO$360.9M0.15%1,226,765CommonSOLE
70975L107PENPENUMBRA INC$360.6M0.15%1,098,136CommonSOLE
166764100CVXCHEVRON CORPORATION$358.4M0.15%1,732,061CommonSOLE
46090E103QQQINVESCO QQQ TR$356.7M0.15%618,044CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$348.7M0.15%697,900PUTNONE
69047Q102OVVOVINTIV INC$347.6M0.14%5,856,068CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$346.8M0.14%1,179,000PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC$346.3M0.14%1,279,900PUTNONE
458140100INTCINTEL CORP$344.5M0.14%7,806,200PUTNONE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$343.3M0.14%246,992,000CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$342.3M0.14%7,173,424CommonSOLE
512807306LRCXLAM RESEARCH CORP$339.4M0.14%1,588,727CommonSOLE
778296103ROSTROSS STORES INC$335.8M0.14%1,550,276CommonSOLE
91913Y100VLOVALERO ENERGY CORP$333.7M0.14%1,350,674CommonSOLE
37045V100GMGENERAL MTRS CO$333.3M0.14%4,473,755CommonSOLE
55354G100MSCIMSCI INC$330.0M0.14%612,159CommonSOLE
14316J108CGCARLYLE GROUP INC$329.2M0.14%6,803,055CommonSOLE
30231G102XOMEXXON MOBIL CORP$328.6M0.14%1,936,937CommonSOLE
69351T106PPLPPL CORP$328.0M0.14%8,586,178CommonSOLE
166764100CVXCHEVRON CORPORATION$327.8M0.14%1,584,500PUTNONE
17275R102CSCOCISCO SYS INC$326.3M0.14%4,205,969CommonSOLE
464287242LQDISHARES TR$325.3M0.14%2,984,400CALLNONE
92189F676SMHVANECK ETF TRUST$324.4M0.14%846,200PUTNONE
78467X109DIASTATE STR SPDR DOW JONES IND$319.7M0.13%690,200PUTNONE
443201108HWMHOWMET AEROSPACE INC$319.3M0.13%1,385,384CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$316.0M0.13%2,008,968CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$313.6M0.13%1,541,500CALLNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$313.0M0.13%653,140CommonSOLE
872590104TMUST-MOBILE US INC$312.6M0.13%1,488,585CommonSOLE
947890109WBSWEBSTER FINL CORP$305.2M0.13%4,396,548CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$304.6M0.13%2,082,600CALLNONE
01609W102BABAALIBABA GROUP HLDG LTD$304.4M0.13%2,426,000CALLNONE
038222105AMATAPPLIED MATLS INC$303.8M0.13%888,907CommonSOLE
03076C106AMPAMERIPRISE FINL INC$303.7M0.13%683,368CommonSOLE
464287242LQDISHARES TR$302.4M0.13%2,775,000PUTNONE
437076102HDHOME DEPOT INC$301.9M0.13%918,000PUTNONE
78468R556XOPSPDR SERIES TRUST$298.7M0.12%1,642,500PUTNONE
478160104JNJJOHNSON & JOHNSON$298.5M0.12%1,221,300PUTNONE
68389X105ORCLORACLE CORP$297.6M0.12%2,022,900PUTNONE
75513E101RTXRTX CORPORATION$296.0M0.12%1,534,350CommonSOLE
038222105AMATAPPLIED MATLS INC$294.1M0.12%860,600PUTNONE
007903107AMDADVANCED MICRO DEVICES INC$293.7M0.12%1,443,561CommonSOLE
032095101APHAMPHENOL CORP$293.2M0.12%2,320,894CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$291.9M0.12%2,326,700PUTNONE
31488V107FERGFERGUSON ENTERPRISES INC$291.3M0.12%1,248,903CommonSOLE
629377508NRGNRG ENERGY INC$290.2M0.12%1,985,961CommonSOLE
55087P104LYFTLYFT INC$289.5M0.12%21,765,114CommonSOLE
464287234EEMISHARES TR$288.9M0.12%5,087,900CALLNONE
06849F108BBARRICK MNG CORP$285.0M0.12%6,986,484CommonSOLE
949746101WMT2WELLS FARGO & CO$282.5M0.12%3,548,819CommonSOLE
00206R102TAT&T INC$275.0M0.11%9,487,497CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$273.5M0.11%2,760,800PUTNONE
267475101DYDYCOM INDS INC$273.0M0.11%805,770CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$272.8M0.11%64,800PUTNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$269.1M0.11%919,171CommonSOLE
872657101TPGTPG INC$267.9M0.11%6,613,089CommonSOLE
50212V100LPLALPL FINL HLDGS INC$267.8M0.11%890,253CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$264.5M0.11%3,226,673CommonSOLE
464287234EEMISHARES TR$262.9M0.11%4,629,319CommonSOLE
580135101MCDMCDONALDS CORP$262.6M0.11%844,800PUTNONE
69331C108PCGPG&E CORP$261.5M0.11%14,886,138CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$260.8M0.11%16,476,113CommonSOLE
G0593M107AZNASTRAZENECA PLC$256.9M0.11%1,302,645CommonSOLE
M98068105WIXWIX COM LTD$256.8M0.11%2,850,787CommonSOLE
192108504CDECOEUR MNG INC$255.6M0.11%13,656,124CommonSOLE
532457108LLYELI LILLY & CO$253.8M0.11%275,989CommonSOLE
260003108DOVDOVER CORP$253.1M0.11%1,214,099CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$252.4M0.11%1,383,390CommonSOLE
87422Q109TLNTALEN ENERGY CORP$251.3M0.10%787,161CommonSOLE
058498106BALLBALL CORP$243.5M0.10%4,120,029CommonSOLE
48251W104KKRKKR & CO INC$242.5M0.10%2,622,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$241.2M0.10%1,504,500PUTNONE
101137107BSXBOSTON SCIENTIFIC CORP$240.8M0.10%4,337,804CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$240.3M0.10%1,464,300CALLNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$238.7M0.10%1,262,511CommonSOLE
92826C839VVISA INC$237.4M0.10%785,400CALLNONE
58933Y105MRKMERCK & CO INC$237.1M0.10%1,970,691CommonSOLE
695156109PKGPACKAGING CORP AMER$236.8M0.10%1,115,665CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$236.5M0.10%3,579,830CommonSOLE
64110L106NFLXNETFLIX INC.$232.3M0.10%2,415,900CALLNONE
892672106TWTRADEWEB MKTS INC$231.6M0.10%1,968,423CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$230.5M0.10%4,592,200PUTNONE
231021106CMICUMMINS INC$226.7M0.09%421,350CommonSOLE
949746101WMT2WELLS FARGO & CO$226.1M0.09%2,839,700PUTNONE
149123101CATCATERPILLAR INC$226.0M0.09%319,000PUTNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$225.5M0.09%2,442,944CommonSOLE
17275R102CSCOCISCO SYS INC$221.0M0.09%2,848,100PUTNONE
36828A101GEVGE VERNOVA INC$220.9M0.09%253,060CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$219.8M0.09%9,294,096CommonSOLE
443573100HUBSHUBSPOT INC$219.7M0.09%900,179CommonSOLE
25809K105DASHDOORDASH INC$219.4M0.09%1,460,904CommonSOLE
23804L103DDOGDATADOG INC$217.6M0.09%1,843,266CommonSOLE
718546104PSXPHILLIPS 66$217.5M0.09%1,194,043CommonSOLE
437076102HDHOME DEPOT INC$216.9M0.09%659,476CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$215.0M0.09%7,830,300PUTNONE
172967424CCITIGROUP INC$214.5M0.09%1,891,400CALLNONE
512807306LRCXLAM RESEARCH CORP$213.9M0.09%1,000,900PUTNONE
816851109SRESEMPRA$213.4M0.09%2,196,601CommonSOLE
464287432TLTISHARES TR$212.2M0.09%2,448,000CALLNONE
G87110105FTITECHNIPFMC PLC$212.1M0.09%3,068,393CommonSOLE
19247G107COHRCOHERENT CORP$211.8M0.09%889,073CommonSOLE
16115Q308GTLSCHART INDS INC$211.7M0.09%1,024,056CommonSOLE
233331107DTEDTE ENERGY CO$210.2M0.09%1,437,598CommonSOLE
87612E106TGTTARGET CORP$209.8M0.09%1,730,657CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$208.5M0.09%2,385,760CommonSOLE
693718108PCARPACCAR INC$207.0M0.09%1,791,914CommonSOLE
69349H107TXNMTXNM ENERGY INC$206.3M0.09%3,529,510CommonSOLE
79466L302CRMSALESFORCE INC$205.6M0.09%1,101,400PUTNONE
55306N104MKSIMKS INC.$205.5M0.09%894,369CommonSOLE
450913108IAGIAMGOLD CORP$205.4M0.09%10,925,614CommonSOLE
88579Y101MMM3M CO$204.9M0.09%1,410,550CommonSOLE
78409V104SPGIS&P GLOBAL INC$202.5M0.08%476,200PUTNONE
166764100CVXCHEVRON CORPORATION$202.1M0.08%977,000CALLNONE
14040H105COFCAPITAL ONE FINL CORP$201.5M0.08%1,104,600CALLNONE
64110L106NFLXNETFLIX INC.$201.3M0.08%2,093,133CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$199.0M0.08%329,294CommonSOLE
697900108PAASPAN AMERN SILVER CORP$196.7M0.08%3,600,694CommonSOLE
060505104BACBANK AMERICA CORP$196.4M0.08%4,027,800PUTNONE
98978V103ZTSZOETIS INC$195.0M0.08%1,649,955CommonSOLE
880770102TERTERADYNE INC$193.3M0.08%652,110CommonSOLE
G25508105CRHCRH PLC$191.0M0.08%1,816,890CommonSOLE
450056106IRTCIRHYTHM HOLDINGS INC$189.8M0.08%1,608,014CommonSOLE
457669307INSMINSMED INC$189.3M0.08%1,157,786CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$189.2M0.08%4,534,021CommonSOLE
655663102NDSNNORDSON CORP$188.6M0.08%708,996CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$188.6M0.08%44,800CALLNONE
713448108PEPPEPSICO INC$188.1M0.08%1,211,500PUTNONE
336433107FSLRFIRST SOLAR INC$187.8M0.08%951,813CommonSOLE
58933Y105MRKMERCK & CO INC$187.2M0.08%1,556,600PUTNONE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$187.1M0.08%2,322,614CommonSOLE
464287622IWBISHARES TR$186.1M0.08%521,919CommonSOLE
29364G103ETRENTERGY CORP NEW$184.8M0.08%1,644,953CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$184.3M0.08%681,100CALLNONE
172908105CTASCINTAS CORP$182.4M0.08%1,078,115CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$182.2M0.08%1,391,522CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$181.8M0.08%1,655,635CommonSOLE
750940108RALRALLIANT CORP$181.4M0.08%4,361,677CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$180.3M0.08%743,900PUTNONE
57060D108MKTXMARKETAXESS HLDGS INC$179.4M0.07%1,087,188CommonSOLE
237266101DARDARLING INGREDIENTS INC$178.4M0.07%2,884,212CommonSOLE
03027X100AMTAMERICAN TOWER CORP$176.3M0.07%1,021,378CommonSOLE
574795100MASIMASIMO CORP$175.9M0.07%988,853CommonSOLE
097023105BABOEING CO$175.7M0.07%882,700PUTNONE
57636Q104MAMASTERCARD INCORPORATED$175.2M0.07%350,700CALLNONE
00287Y109ABBVABBVIE INC$174.5M0.07%802,500PUTNONE
931142103WMTWALMART INC$174.2M0.07%1,401,400CALLNONE
609207105MDLZMONDELEZ INTL INC$173.9M0.07%3,016,531CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$173.3M0.07%24,510,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$172.2M0.07%565,958CommonSOLE
74736K101QRVOQORVO INC$172.2M0.07%2,224,288CommonSOLE
219350105GLWCORNING INC$172.0M0.07%1,264,905CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS$171.4M0.07%3,315,973CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$170.5M0.07%910,286CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$170.1M0.07%3,010,308CommonSOLE
81762P102NOWSERVICENOW INC$169.9M0.07%1,624,772CommonSOLE
742718109PGPROCTER & GAMBLE CO$168.2M0.07%1,164,500PUTNONE
33829M101FIVEFIVE BELOW INC$167.5M0.07%733,077CommonSOLE
464287655IWMISHARES TR$167.2M0.07%674,125CommonSOLE
191216100KOCOCA COLA CO$167.0M0.07%2,195,600PUTNONE
80105N105SNYSANOFI SA$165.8M0.07%3,440,654CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$165.0M0.07%7,250,200CALLNONE
375558103GILDGILEAD SCIENCES INC$164.6M0.07%1,180,760CommonSOLE
369550108GDGENERAL DYNAMICS CORP$164.4M0.07%478,978CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$164.3M0.07%1,247,447CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$164.1M0.07%420,400PUTNONE
26701L100BROSDUTCH BROS INC$163.8M0.07%3,233,829CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$163.6M0.07%4,062,482CommonSOLE
747525103QCOMQUALCOMM INC$163.0M0.07%1,265,500PUTNONE
78464A870XBISPDR SERIES TRUST$163.0M0.07%1,275,800PUTNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$162.9M0.07%2,760,223CommonSOLE
548661107LOWLOWES COS INC$162.4M0.07%687,500PUTNONE
464287465EFAISHARES TR$161.9M0.07%1,667,200CALLNONE
576323109MTZMASTEC INC$161.9M0.07%503,199CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$161.1M0.07%934,045CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$160.3M0.07%3,186,971CommonSOLE
172967424CCITIGROUP INC$159.7M0.07%1,408,200PUTNONE
38141G104GSGOLDMAN SACHS GROUP INC$159.6M0.07%188,600PUTNONE
422806208HEI/AHEICO CORP NEW$159.5M0.07%755,582CommonSOLE
17275R102CSCOCISCO SYS INC$159.0M0.07%2,048,900CALLNONE
880881107430TERNS PHARMACEUTICALS INC$158.8M0.07%3,011,558CommonSOLE
68389X105ORCLORACLE CORP$158.7M0.07%1,078,543CommonSOLE
N07059210ASMLASML HLDG NV$158.4M0.07%119,940CommonSOLE
79466L302CRMSALESFORCE INC$157.7M0.07%845,000CALLNONE
099724106BWABORGWARNER INC$157.0M0.07%2,893,362CommonSOLE
78454L100SMSM ENERGY COMPANY$156.9M0.07%5,032,906CommonSOLE
780287108RGLDROYAL GOLD INC$156.2M0.07%613,944CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$155.9M0.06%530,000CALLNONE
038222105AMATAPPLIED MATLS INC$155.2M0.06%454,200CALLNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$155.0M0.06%954,197CommonSOLE
G5509L101LIVNLIVANOVA PLC$155.0M0.06%2,438,671CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$154.7M0.06%1,055,000PUTNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$154.6M0.06%532,190CommonSOLE
861012102STMSTMICROELECTRONICS N V$154.5M0.06%4,471,458CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$153.4M0.06%5,111,881CommonSOLE
78464A888XHBSPDR SERIES TRUST$153.1M0.06%1,551,200CALLNONE
816850101SMTCSEMTECH CORP$151.1M0.06%1,965,682CommonSOLE
92826C839VVISA INC$151.1M0.06%499,797CommonSOLE
713448108PEPPEPSICO INC$150.3M0.06%968,159CommonSOLE
742718109PGPROCTER & GAMBLE CO$149.4M0.06%1,034,494CommonSOLE
983793100XPOXPO INC$148.2M0.06%761,966CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$148.2M0.06%447,887CommonSOLE
458140100INTCINTEL CORP$147.8M0.06%3,349,300CALLNONE
902494103TSNTYSON FOODS INC$147.1M0.06%2,295,710CommonSOLE
00287Y109ABBVABBVIE INC$147.0M0.06%675,757CommonSOLE
969457100WMBWILLIAMS COS INC$145.5M0.06%1,999,435CommonSOLE
464286509EWCISHARES INC$144.9M0.06%2,645,000PUTNONE
02209S103MOALTRIA GROUP INC$144.7M0.06%2,193,122CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$144.1M0.06%144,600CALLNONE
28176E108EWEDWARDS LIFESCIENCES CORP$143.9M0.06%1,796,821CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$143.6M0.06%679,683CommonSOLE
369604301GEGE AEROSPACE$143.4M0.06%505,400PUTNONE
320517105FHNFIRST HORIZON CORPORATION$143.4M0.06%6,299,279CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$143.4M0.06%894,200CALLNONE
199908104FIXCOMFORT SYS USA INC$142.5M0.06%103,313CommonSOLE
06652K103BKUBANKUNITED INC$142.3M0.06%3,150,000CALLNONE
032654105ADIANALOG DEVICES INC$142.1M0.06%446,682CommonSOLE
345370860FFORD MTR CO$141.9M0.06%12,298,451CommonSOLE
770700102HOODROBINHOOD MKTS INC$141.8M0.06%2,046,700CALLNONE
379577208GMEDGLOBUS MED INC$141.6M0.06%1,643,352CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$141.6M0.06%3,183,095CommonSOLE
478160104JNJJOHNSON & JOHNSON$140.7M0.06%575,707CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$140.1M0.06%689,547CommonSOLE
45579U109INDVINDIVIOR PHARMACEUTICALS INC$140.1M0.06%4,595,535CommonSOLE
00130H105AESAES CORP$139.9M0.06%9,925,730CommonSOLE
387328107GVAGRANITE CONSTR INC$139.0M0.06%1,159,390CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$138.9M0.06%1,930,800PUTNONE
478160104JNJJOHNSON & JOHNSON$137.7M0.06%563,200CALLNONE
097023105BABOEING CO$136.7M0.06%686,733CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$136.3M0.06%839,369CommonSOLE
31428X106FDXFEDEX CORP$136.1M0.06%382,081CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$136.1M0.06%136,538CommonSOLE
002824100ABTABBOTT LABORATORIES$135.9M0.06%1,323,342CommonSOLE
278768106SATSECHOSTAR CORP$135.9M0.06%1,160,452CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$135.5M0.06%392,544CommonSOLE
701094104PHPARKER-HANNIFIN CORP$135.3M0.06%151,084CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$134.9M0.06%723,012CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$134.2M0.06%276,723CommonSOLE
464288513HYGISHARES TR$133.7M0.06%1,680,300CALLNONE
904708104UNFUNIFIRST CORP MASS$133.2M0.06%529,609CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$131.5M0.05%2,440,179CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$131.4M0.05%2,235,900PUTNONE
83406F102SOFISOFI TECHNOLOGIES INC$131.1M0.05%8,258,468CommonSOLE
125269100CFCF INDUSTRIES HOLD$131.0M0.05%1,009,036CommonSOLE
09260D107BXBLACKSTONE INC$130.6M0.05%1,136,100PUTNONE
29446Y502EQXEQUINOX GOLD CORP$130.5M0.05%9,033,879CommonSOLE
78409V104SPGIS&P GLOBAL INC$129.9M0.05%305,400CALLNONE
81764X103TTANSERVICETITAN INC$129.9M0.05%2,046,619CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$129.2M0.05%2,285,544CommonSOLE
H11356104BGBUNGE GLOBAL SA$129.0M0.05%1,014,515CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$128.1M0.05%780,500PUTNONE
05990K106BANCBANC OF CALIFORNIA INC$128.0M0.05%7,281,230CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$127.9M0.05%1,967,819CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$127.5M0.05%1,168,850CommonSOLE
G87052109TELTE CONNECTIVITY PLC$127.1M0.05%607,984CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$126.7M0.05%598,046CommonSOLE
N07059210ASMLASML HLDG NV$126.7M0.05%95,900PUTNONE
377322102GKOSGLAUKOS CORP$126.4M0.05%1,173,696CommonSOLE
888787108TOSTTOAST INC$125.6M0.05%4,736,296CommonSOLE
040413205ANETARISTA NETWORKS INC$125.2M0.05%1,019,600PUTNONE
666807102NOCNORTHROP GRUMMAN CORP$125.2M0.05%183,479CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$123.3M0.05%3,850,504CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$123.1M0.05%687,756CommonSOLE
00724F101ADBEADOBE INC$123.1M0.05%506,300PUTNONE
149123101CATCATERPILLAR INC$122.8M0.05%173,400CALLNONE
G54950103LINLINDE PLC$122.7M0.05%247,500PUTNONE
91529Y106UNMUNUM GROUP$122.6M0.05%1,678,632CommonSOLE
532457108LLYELI LILLY & CO$122.2M0.05%132,900CALLNONE
464287465EFAISHARES TR$121.7M0.05%1,253,200PUTNONE
407497106HLNEHAMILTON LANE INC$121.6M0.05%1,223,381CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$121.6M0.05%1,115,700CALLNONE
512807306LRCXLAM RESEARCH CORP$121.1M0.05%566,600CALLNONE
406216101HALHALLIBURTON CO$120.6M0.05%3,093,935CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$120.5M0.05%1,601,042CommonSOLE
244199105DEDEERE & CO$120.4M0.05%213,800PUTNONE
40415F101HDBHDFC BANK LTD$120.2M0.05%4,833,103CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$120.0M0.05%2,336,789CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$118.8M0.05%427,458CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$118.6M0.05%1,395,291CommonSOLE
931142103WMTWALMART INC$118.5M0.05%953,800CommonSOLE
03073E105CORCENCORA INC$117.8M0.05%374,843CommonSOLE
229663109CUBECUBESMART$117.0M0.05%3,193,061CommonSOLE
609207105MDLZMONDELEZ INTL INC$116.8M0.05%2,026,700PUTNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$116.7M0.05%481,600CALLNONE
09290D101BLKBLACKROCK INC$116.7M0.05%121,300CALLNONE
156431108CENXCENTURY ALUM CO$116.7M0.05%1,987,625CommonSOLE
191216100KOCOCA COLA CO$115.5M0.05%1,519,154CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$115.2M0.05%4,159,939CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$114.4M0.05%911,725CommonSOLE
03152W109AM6AMICUS THERAPEUTIC$114.4M0.05%7,908,459CommonSOLE
464286400EWZISHARES INC$114.2M0.05%2,974,400CALLNONE
052769106ADSKAUTODESK INC$113.7M0.05%474,990CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$113.4M0.05%1,040,218CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$113.2M0.05%570,921CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$113.0M0.05%1,350,000PUTNONE
36828A101GEVGE VERNOVA INC$112.6M0.05%129,000CALLNONE
427866108HSYHERSHEY CO$112.5M0.05%541,261CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$112.4M0.05%114,761,000CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$111.6M0.05%4,899,700PUTNONE
88339J105TTDTHE TRADE DESK INC$111.5M0.05%4,914,295CommonSOLE
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$111.5M0.05%60,911,000CommonSOLE
889478103TOLTOLL BROTHERS INC$111.1M0.05%814,317CommonSOLE
679295105OKTAOKTA INC$111.1M0.05%1,410,954CommonSOLE
02209S103MOALTRIA GROUP INC$111.0M0.05%1,681,700PUTNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$109.4M0.05%1,276,991CommonSOLE
22266T109CPNGCOUPANG INC$109.3M0.05%5,787,322CommonSOLE
89346D107TACTRANSALTA CORP$109.1M0.05%8,318,000CommonSOLE
882508104TXNTEXAS INSTRS INC$109.1M0.05%562,100CALLNONE
097023105BABOEING CO$108.0M0.04%542,700CALLNONE
151290889CXCEMEX SA EURO MTN BE 144A$108.0M0.04%9,437,619CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$107.3M0.04%2,137,177CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$107.1M0.04%114,844,000CommonSOLE
98389B100XELXCEL ENERGY INC$107.1M0.04%1,348,112CommonSOLE
039697107ARDXARDELYX INC$106.9M0.04%17,842,370CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$106.2M0.04%106,099,000CommonSOLE
29444U700EQIXEQUINIX INC$105.9M0.04%108,042CommonSOLE
718172109PMPHILIP MORRIS INTL INC$105.9M0.04%640,400PUTNONE
443628102HBMHUDBAY MINERALS INC$105.5M0.04%5,046,668CommonSOLE
56585A102MPCMARATHON PETE CORP$105.5M0.04%431,939CommonSOLE
704326107PAYXPAYCHEX INC$104.6M0.04%1,134,979CommonSOLE
G491BT108IVZINVESCO LTD$104.5M0.04%4,300,200CALLNONE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$104.4M0.04%85,836,000CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$104.0M0.04%214,500PUTNONE
11777Q209BTGB2GOLD CORP$103.9M0.04%22,946,071CommonSOLE
690742101OCOWENS CORNING NEW$103.9M0.04%960,377CommonSOLE
855244109SBUXSTARBUCKS CORP$103.8M0.04%1,159,100PUTNONE
94419LAR2W 3.5 11/15/28WAYFAIR INC$103.8M0.04%59,250,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$103.8M0.04%343,161CommonSOLE
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$103.6M0.04%43,000,000CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$103.6M0.04%524,419CommonSOLE
10576N102BRZEBRAZE INC$103.5M0.04%4,384,389CommonSOLE
45104G104IBNICICI BANK LIMITED$103.4M0.04%3,994,056CommonSOLE
902681AB1UGI 5 06/01/28UGI CORP NEW$103.4M0.04%73,510,000CommonSOLE
751212101RLRALPH LAUREN CORP$103.0M0.04%299,313CommonSOLE
150870103CECELANESE CORP DEL$102.4M0.04%1,557,349CommonSOLE
40434L105HPQHP INC$102.3M0.04%5,327,945CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$102.1M0.04%308,926CommonSOLE
252131107DXCMDEXCOM INC$101.9M0.04%1,622,204CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$101.5M0.04%578,414CommonSOLE
48251W104KKRKKR & CO INC$101.4M0.04%1,096,100CALLNONE
461202103INTUINTUIT$101.0M0.04%233,700CALLNONE
060505104BACBANK AMERICA CORP$101.0M0.04%2,071,600CALLNONE
36828A101GEVGE VERNOVA INC$100.9M0.04%115,600PUTNONE
871332102SLVMSYLVAMO CORP$100.8M0.04%2,385,431CommonSOLE
369604301GEGE AEROSPACE$100.7M0.04%354,919CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$99.9M0.04%870,261CommonSOLE
25754A201DPZDOMINOS PIZZA INC$98.6M0.04%274,916CommonSOLE
009066101ABNBAIRBNB INC$98.2M0.04%777,317CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$98.0M0.04%250,279CommonSOLE
464287184FXIISHARES TR$98.0M0.04%2,729,900PUTNONE
007973100AEISADVANCED ENERGY INDS$97.8M0.04%303,180CommonSOLE
60937P106MDBMONGODB INC$97.7M0.04%399,310CommonSOLE
136375102CNICANADIAN NATL RY CO$97.7M0.04%950,376CommonSOLE
461202103INTUINTUIT$97.5M0.04%225,483CommonSOLE
256163106DOCUDOCUSIGN INC$97.3M0.04%2,052,963CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$97.2M0.04%988,400PUTNONE
97650W108WTFCWINTRUST FINL CORP$97.1M0.04%698,876CommonSOLE
260557103DOWDOW HLDGS INC$96.9M0.04%2,326,561CommonSOLE
736508847PORPORTLAND GEN ELEC CO$96.8M0.04%1,835,255CommonSOLE
46187W107INVHINVITATION HOMES INC$96.8M0.04%3,896,414CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$96.7M0.04%208,673CommonSOLE
031162100AMGNAMGEN INC$96.4M0.04%274,100PUTNONE
29452E101EQHEQUITABLE HLDGS INC$96.4M0.04%2,598,051CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$96.3M0.04%231,154CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$96.3M0.04%2,098,800CALLNONE
253868103DLRDIGITAL RLTY TR INC$96.1M0.04%533,260CommonSOLE
285512109EAELECTRONIC ARTS INC$96.0M0.04%471,000PUTNONE
G48833118WFRDWEATHERFORD INTL PLC$95.8M0.04%1,013,336CommonSOLE
81730H109SSENTINELONE INC$95.4M0.04%7,407,328CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$95.4M0.04%243,400CALLNONE
780087102RYROYAL BK CDA$95.3M0.04%589,862CommonSOLE
91912E105VALEVALE S A$95.2M0.04%5,981,753CommonSOLE
826919102SLABSILICON LABORATORIES INC$95.2M0.04%457,196CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$95.1M0.04%715,561CommonSOLE
464287184FXIISHARES TR$95.0M0.04%2,647,200CALLNONE
60471A101MIRMIRION TECHNOLOGIES INC$94.9M0.04%5,106,801CommonSOLE
G9460G101VALVALARIS LTD$94.5M0.04%963,645CommonSOLE
949746101WMT2WELLS FARGO & CO$93.8M0.04%1,178,000CALLNONE
03831W108APPAPPLOVIN CORP$93.7M0.04%235,500CALLNONE
73278L105POOLPOOL CORP$93.4M0.04%461,536CommonSOLE
13100M509CALXCALIX INC$93.3M0.04%1,903,972CommonSOLE
032654105ADIANALOG DEVICES INC$93.2M0.04%293,100PUTNONE
254687106DISDISNEY WALT CO$93.1M0.04%966,100PUTNONE
74743L100QQNITY ELECTRONICS INC$92.2M0.04%798,825CommonSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$92.1M0.04%35,000,000CommonSOLE
78464A698KRESPDR SERIES TRUST$92.0M0.04%1,412,200PUTNONE
78468R556XOPSPDR SERIES TRUST$91.7M0.04%504,400CALLNONE
86765Q106SUNCSUNOCOCORP LLC$91.7M0.04%1,487,473CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$91.4M0.04%1,526,258CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$90.9M0.04%153,372CommonSOLE
07782B104BLTEBELITE BIO INC$90.9M0.04%570,088CommonSOLE
594972408MSTRSTRATEGY INC$90.9M0.04%728,000PUTNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$90.8M0.04%2,256,802CommonSOLE
N14506104ESTCELASTIC N V$90.7M0.04%1,813,931CommonSOLE
81141R100SESEA LTD$90.2M0.04%1,089,103CommonSOLE
01741R102ATIATI INC$90.1M0.04%619,240CommonSOLE
012653101ALBALBEMARLE CORP$89.9M0.04%500,967CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$89.9M0.04%493,000PUTNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$89.4M0.04%1,089,099CommonSOLE
00724F101ADBEADOBE INC$89.2M0.04%366,902CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$89.0M0.04%185,700CALLNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$89.0M0.04%1,095,458CommonSOLE

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.