MondegarAI
ARMISTICE CAPITAL, LLC

Q2 2025 · 13F-HR

ARMISTICE CAPITAL, LLCholdings as filed

Filed 2025-08-14 · accession 0001315863-25-000629

$5.80B
Reported value
205
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · ARMISTICE CAPITAL, LLC · Q2 2025

AI · grounded in 13F

ARMISTICE CAPITAL, LLC established a new position in SPY valued at $1.51B. The fund also initiated a new stake in IWM for $1.51B. Additional new positions include PTCT at $231.3M and SUPN at $151.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$1.51B26.1%2,450,000PUTSOLE
464287655IWMISHARES TR$1.51B26.1%7,000,000PUTSOLE
69366J200PTCTPTC THERAPEUTICS INC$231.3M3.99%4,735,464CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$151.7M2.62%4,812,000CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$131.4M2.27%8,876,000CommonSOLE
45337C102INCYINCYTE CORP$91.0M1.57%1,336,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$85.0M1.47%676,024CommonSOLE
45258J102IMVTIMMUNOVANT INC$83.2M1.44%5,200,000CommonSOLE
398438408GRFSGRIFOLS S A$66.0M1.14%7,298,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$56.0M0.97%756,281CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$52.5M0.91%100,032CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$51.4M0.89%170,000CALLSOLE
338307101FIVNFIVE9 INC$48.6M0.84%1,836,000CommonSOLE
023135106AMZNAMAZON COM INC$48.1M0.83%219,423CommonSOLE
852312305STAASTAAR SURGICAL CO$47.2M0.81%2,812,000CommonSOLE
23282W605CYTKCYTOKINETICS INC$44.3M0.76%1,340,000CALLSOLE
04016X101ARGXARGENX SE$44.1M0.76%80,000CommonSOLE
23282W605CYTKCYTOKINETICS INC$43.4M0.75%1,312,349CommonSOLE
580135101MCDMCDONALDS CORP$41.9M0.72%143,580CommonSOLE
594918104MSFTMICROSOFT CORP$41.7M0.72%83,737CommonSOLE
30063P105EXKEXACT SCIENCES CORP$39.4M0.68%741,956CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$38.8M0.67%1,168,000CommonSOLE
358039105FRPTFRESHPET INC$38.4M0.66%565,403CommonSOLE
338307101FIVNFIVE9 INC$37.6M0.65%1,420,000CALLSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$37.5M0.65%124,000CommonSOLE
89455T109TMCITREACE MED CONCEPTS INC$36.8M0.64%6,260,000CommonSOLE
50127T109KURAKURA ONCOLOGY INC$35.8M0.62%6,200,000CommonSOLE
02079K305GOOGLALPHABET INC$33.6M0.58%190,400CommonSOLE
68752M108OFIXORTHOFIX MED INC$33.2M0.57%2,978,000CommonSOLE
G1110E107BHVNBIOHAVEN LTD$30.1M0.52%2,136,000CommonSOLE
766559702RIGLRIGEL PHARMACEUTICALS INC$30.0M0.52%1,600,000CommonSOLE
05280R100AUTLAUTOLUS THERAPEUTICS PLC$27.4M0.47%12,000,000CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$25.3M0.44%1,413,588CommonSOLE
05350V106AVNSAVANOS MED INC$24.9M0.43%2,036,000CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$24.5M0.42%280,000CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$24.4M0.42%2,560,000CommonSOLE
254604101IRONDISC MEDICINE INC$23.1M0.40%436,000CommonSOLE
00724F101ADBEADOBE INC$23.1M0.40%59,587CommonSOLE
G5960L103MDTMEDTRONIC PLC$23.0M0.40%264,000CommonSOLE
109641100EATBRINKER INTL INC$22.7M0.39%125,827CommonSOLE
81730H109SSENTINELONE INC$22.6M0.39%1,235,484CommonSOLE
72703H101PLNTPLANET FITNESS INC$21.8M0.38%200,039CommonSOLE
60937P106MDBMONGODB INC$21.7M0.37%103,496CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$21.3M0.37%678,000CommonSOLE
45256X103IBRXIMMUNITYBIO INC$20.5M0.35%7,764,000CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$20.2M0.35%200,153CommonSOLE
23804L103DDOGDATADOG INC$20.1M0.35%150,000CommonSOLE
088786108BCYCBICYCLE THERAPEUTICS PLC$19.5M0.34%2,800,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18.3M0.32%325,847CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$16.0M0.28%522,038CommonSOLE
98138H101WDAYWORKDAY INC$15.4M0.27%64,016CommonSOLE
03475V101ANGOANGIODYNAMICS INC$15.2M0.26%1,527,815CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$14.9M0.26%4,800,000CommonSOLE
37637K108GTLBGITLAB INC$14.6M0.25%323,559CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$13.8M0.24%1,629,600CommonSOLE
G72800108PRTAPROTHENA CORP PLC$13.6M0.23%2,236,000CommonSOLE
641288105NPCENEUROPACE INC$12.8M0.22%1,152,335CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.5M0.22%22,995CommonSOLE
268150109DTDYNATRACE INC$12.4M0.21%223,988CommonSOLE
443573100HUBSHUBSPOT INC$12.3M0.21%22,104CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$12.1M0.21%29,964CommonSOLE
05463X106AXGNAXOGEN INC$12.1M0.21%1,111,319CommonSOLE
888787108TOSTTOAST INC$11.8M0.20%265,504CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$11.6M0.20%16,150,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.5M0.20%75,218CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$10.8M0.19%536,000CommonSOLE
778296103ROSTROSS STORES INC$10.3M0.18%81,018CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$10.2M0.18%103,805CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$10.1M0.17%324,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.8M0.17%62,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.3M0.16%41,000CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$9.1M0.16%301,290CommonSOLE
92337C203VSTMVERASTEM INC$8.9M0.15%2,136,000CommonSOLE
90364P105PATHUIPATH INC$8.9M0.15%692,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8.6M0.15%91,722CommonSOLE
75700L108RRRRED ROCK RESORTS INC$8.4M0.14%161,179CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$8.2M0.14%124,391CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8.1M0.14%75,000CommonSOLE
75734B100RDDTREDDIT INC$8.0M0.14%53,000CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$8.0M0.14%501,413CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$7.9M0.14%36,443CommonSOLE
731068102PIIPOLARIS INC$7.2M0.12%178,000CommonSOLE
556099109MGNXMACROGENICS INC$7.2M0.12%5,960,000CommonSOLE
143658300CCL1EURCARNIVAL CORP$6.9M0.12%246,270CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$6.9M0.12%124,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6.6M0.11%58,000CommonSOLE
928661107VNRXGBPVOLITIONRX LTD$6.5M0.11%8,493,074CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$6.4M0.11%70,925CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$6.1M0.11%398,687CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$6.1M0.11%650,000CommonSOLE
235851102DHRDANAHER CORPORATION$5.8M0.10%29,319CommonSOLE
26856L103ELFE L F BEAUTY INC$5.8M0.10%46,455CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$5.7M0.10%19,858CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$5.6M0.10%350,000CommonSOLE
100557107SAMBOSTON BEER INC$5.3M0.09%28,000CommonSOLE
03831W108APPAPPLOVIN CORP$5.3M0.09%15,070CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$5.3M0.09%400,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$5.2M0.09%11,174CommonSOLE
548661107LOWLOWES COS INC$4.9M0.08%21,935CommonSOLE
448579102HHYATT HOTELS CORP$4.9M0.08%34,779CommonSOLE
92511W108VRCAVERRICA PHARMACEUTICALS INC$4.7M0.08%8,881,344CommonSOLE
45780L104INGNINOGEN INC$4.7M0.08%664,000CommonSOLE
004397105ARAYACCURAY INC$4.4M0.08%3,236,000CommonSOLE
526057104LENLENNAR CORP$4.4M0.08%40,021CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$4.3M0.07%12,500CommonSOLE
74967X103RHRH$4.2M0.07%22,292CommonSOLE
983134107WYNNWYNN RESORTS LTD$4.2M0.07%44,857CommonSOLE
04335A105ARVNARVINAS INC$4.1M0.07%560,000CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$4.0M0.07%38,516CommonSOLE
G0260P102ASAMER SPORTS INC$3.9M0.07%101,309CommonSOLE
02157Q109ANROALTO NEUROSCIENCE INC$3.6M0.06%1,624,000CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$3.5M0.06%190,000CommonSOLE
086516101BBYBEST BUY INC$3.3M0.06%49,373CommonSOLE
046353108AZNNASTRAZENECA PLC$3.3M0.06%47,000CommonSOLE
60743G100MOBIX LABS INC$3.3M0.06%4,276,000CommonSOLE
377322102GKOSGLAUKOS CORP$3.2M0.06%31,438CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$3.2M0.06%124,000CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$3.2M0.06%136,000CommonSOLE
532457108LLYELI LILLY & CO$3.0M0.05%3,898CommonSOLE
70465T107PDSBPDS BIOTECHNOLOGY CORP$3.0M0.05%2,236,000CommonSOLE
053604104AVPTAVEPOINT INC$2.9M0.05%150,000CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$2.9M0.05%155,000CommonSOLE
G5509L101LIVNLIVANOVA PLC$2.7M0.05%61,000CommonSOLE
227046109CROXCROCS INC$2.6M0.04%25,685CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$2.6M0.04%172,000CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$2.4M0.04%178,000CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$2.4M0.04%135,000CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$2.2M0.04%50,000CommonSOLE
206787103CNDTCONDUENT INC$2.2M0.04%836,000CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.2M0.04%2,816CommonSOLE
231269309CRISCURIS INC$2.1M0.04%899,925CommonSOLE
143130102KMXCARMAX INC$2.0M0.04%30,295CommonSOLE
30303M102METAMETA PLATFORMS INC$2.0M0.03%2,675CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$1.9M0.03%400,000CommonSOLE
81726A209SENTI BIOSCIENCES INC$1.9M0.03%892,207CommonSOLE
37229T509TOONKARTOON STUDIOS INC.$1.8M0.03%2,473,801CommonSOLE
774374300RMTIROCKWELL MED INC$1.8M0.03%2,149,471CommonSOLE
31572Q881KYNBFIBROGEN INC$1.8M0.03%336,000CommonSOLE
753018100RANIRANI THERAPEUTICS HLDGS INC$1.6M0.03%3,151,354CommonSOLE
G9TY5A101ZURAZURA BIO LTD$1.6M0.03%1,536,000CommonSOLE
M4130Y106ENLVENLIVEX THERAPEUTICS LTD$1.6M0.03%1,413,306CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.5M0.03%589CommonSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$1.3M0.02%192,000CommonSOLE
84841L407ANY1EURSPHERE 3D CORP NEW$1.2M0.02%1,996,000CommonSOLE
502074503LMFALM FDG AMER INC$1.1M0.02%397,899CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$1.1M0.02%300,000CommonSOLE
77543R102ROKUROKU INC$1.1M0.02%12,641CommonSOLE
74346M406PMNEURPROMIS NEUROSCIENCES INC$1.0M0.02%2,137,896CommonSOLE
76152G100REVIVA PHARMACEUTCLS HLDGS I$1.0M0.02%2,692,000CommonSOLE
81141R100SESEA LTD$991,6280.02%6,200CommonSOLE
67080N101NUVBNUVATION BIO INC$975,0000.02%500,000CommonSOLE
60879E309MNTSMOMENTUS INC$966,2400.02%792,000CommonSOLE
55453W105MACKENZIE RLTY CAP INC$833,3020.01%1,243,735CommonSOLE
040126104ARBKARGO BLOCKCHAIN PLC$829,5260.01%4,435,969CommonSOLE
38071H122GROY/WSGOLD ROYALTY CORP$770,0000.01%2,200,000CommonSOLE
98139Q308WKSPWORKSPORT LTD$697,7310.01%246,548CommonSOLE
00510M104ACXPEURACURX PHARMACEUTICALS INC$550,9180.01%1,078,540CommonSOLE
86889P208SRZNSURROZEN INC$536,4000.01%60,000CommonSOLE
369604301GEGE AEROSPACE$503,9700.01%1,958CommonSOLE
256746108DLTRDOLLAR TREE INC$420,7220.01%4,248CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$411,6740.01%1,286CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$404,5970.01%383CommonSOLE
209115104EDCONSOLIDATED EDISON INC$402,8050.01%4,014CommonSOLE
N5436L119QUCYMAINZ BIOMED N V$401,8500.01%285,000CommonSOLE
79589L106IOTSAMSARA INC$394,2990.01%9,912CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$378,5880.01%22,834CommonSOLE
M68057112MTEKWMARIS TECH LTD$378,3170.01%1,261,058CommonSOLE
78464A714XRTSPDR SERIES TRUST$375,2820.01%4,870CommonSOLE
88579Y101MMM3M CO$339,8000.01%2,232CommonSOLE
18978H409CNSPCNS PHARMACEUTICALS INC$334,9500.01%406,000CommonSOLE
885160101THOTHOR INDS INC$309,0590.01%3,480CommonSOLE
205887102CAGCONAGRA BRANDS INC$277,4500.00%13,554CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$276,0800.00%7,654CommonSOLE
861896108SNEXSTONEX GROUP INC$269,4100.00%2,956CommonSOLE
12572Q105CMECME GROUP INC$262,3900.00%952CommonSOLE
577933104MMSMAXIMUS INC$255,7390.00%3,643CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$250,3720.00%3,997CommonSOLE
02209S103MOALTRIA GROUP INC$247,1840.00%4,216CommonSOLE
902494103TSNTYSON FOODS INC$238,5280.00%4,264CommonSOLE
00808Y505AETHLON MED INC$222,0000.00%185,000CommonSOLE
029899101AWRAMER STATES WTR CO$218,4810.00%2,850CommonSOLE
249845405DERMATA THERAPEUTICS INC$188,4750.00%322,179CommonSOLE
320703309CALIDI BIOTHERAPEUTICS INC$182,1600.00%792,000CommonSOLE
683373401OTRKQONTRAK INC$178,0120.00%356,666CommonSOLE
42238H116BEATWHEARTBEAM INC$160,0000.00%500,000CommonSOLE
65344E115NXGLWNEXGEL INC$137,5550.00%550,000CommonSOLE
Q56120142LCFYWLOCAFY LIMITED$125,9400.00%12,121CommonSOLE
45784E304IVPRINSPIRE VETERINARY PARTNER$101,4000.00%60,000CommonSOLE
60742B110MOBBWMOBILICOM LTD$89,6250.00%242,100CommonSOLE
58471K111MDCXWMEDICUS PHARMA LTD$53,5400.00%60,600CommonSOLE
68277K124ONFOWONFOLIO HOLDINGS INC$51,9200.00%400,000CommonSOLE
65343E108NXTCEURNEXTCURE INC$47,8400.00%104,000CommonSOLE
G3302D111FGIWWFGI INDUSTRIES LTD$40,9730.00%933,333CommonSOLE
09076W117BIAFWBIOAFFINITY TECHNOLOGIES INC$26,5310.00%204,082CommonSOLE
65345B110NXLIWNEXALIN TECHNOLOGY INC$15,3730.00%325,000CommonSOLE
86260J110SWAGWSTRAN & COMPANY INC$12,6990.00%545,000CommonSOLE
M8186D114RVSNWRAIL VISION LTD$9,5470.00%136,187CommonSOLE
74102L113SQFTWPRESIDIO PPTY TR INC$6,7400.00%200,000CommonSOLE
46583A113IVDAWIVEDA SOLUTIONS INC$2,3560.00%18,125CommonSOLE
86887P119BNCWWCEA INDUSTRIES INC$2,1580.00%58,333CommonSOLE
10778Y112BCTXWBRIACELL THERAPEUTICS CORP$1,8830.00%25,000CommonSOLE
70261F111KTTAWPASITHEA THERAPEUTICS CORP$1,0800.00%50,000CommonSOLE
84862C112SBEVWSPLASH BEVERAGE GROUP INC$4860.00%22,600CommonSOLE
88066N113TNONWTENON MEDICAL INC$4090.00%22,250CommonSOLE
H57830111NLS PHARMACEUTICS LTD$2500.00%12,500CommonSOLE

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.