MondegarAI
J. Goldman & Co LP

Q4 2025 · 13F-HR

J. Goldman & Co LPholdings as filed

Filed 2026-02-17 · accession 0001412741-26-000001

$3.80B
Reported value
542
Positions
2025-12-31
Period end
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The Brief · J. Goldman & Co LP · Q4 2025

AI · grounded in 13F

J. Goldman & Co LP established a new position in HON worth $71.8M. The fund also opened new stakes in CMCSA for $65.6M and WU for $57.5M. On the sell side, the fund closed its positions in SBAC, PYPL, and GM, totaling over $180M in exits. Additionally, the fund increased its holdings in QQQ by 14,845%.

Holdings as filed

First 500 of 542

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$105.6M2.78%160,000PUTSOLE
46090E103QQQINVESCO QQQ TR$102.8M2.71%167,400PUTSOLE
594918104MSFTMICROSOFT CORP$75.7M1.99%156,512CommonSOLE
438516106HONHONEYWELL INTL INC$70.9M1.87%363,411CommonSOLE
03852U106ARMKARAMARK$55.8M1.47%1,514,083CommonSOLE
155923105CTRICENTURI HOLDINGS INC$55.3M1.46%2,192,059CommonSOLE
037833100AAPLAPPLE INC$52.9M1.39%194,500PUTSOLE
097023105BABOEING CO$49.4M1.30%227,403CommonSOLE
023135106AMZNAMAZON COM INC$49.2M1.30%213,358CommonSOLE
278642103EBAYEBAY INC.$48.1M1.27%552,505CommonSOLE
20030N101CMCSACOMCAST CORP NEW$46.6M1.23%1,557,700CALLSOLE
364760108GAPGAP INC$45.5M1.20%1,776,976CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$40.5M1.07%516,781CommonSOLE
464287655IWMISHARES TR$38.5M1.01%156,600PUTSOLE
607828100MODMODINE MFG CO$38.1M1.00%285,181CommonSOLE
959802109WUWESTERN UN CO$37.0M0.97%3,970,718CommonSOLE
78464A870XBISPDR SERIES TRUST$36.6M0.96%300,100PUTSOLE
92511U102VRRMVERRA MOBILITY CORP$35.7M0.94%1,593,183CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$35.3M0.93%376,111CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$34.6M0.91%1,755,000CALLSOLE
548661107LOWLOWES COS INC$31.8M0.84%131,939CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$31.3M0.82%217,224CommonSOLE
577081102MATMATTEL INC$31.2M0.82%1,571,873CommonSOLE
031162100AMGNAMGEN INC$30.8M0.81%94,200CALLSOLE
893641100TDGTRANSDIGM GROUP INC$30.5M0.80%22,938CommonSOLE
033853102ANDGANDERSEN GROUP INC$30.1M0.79%1,160,000CommonSOLE
81762P102NOWSERVICENOW INC$28.1M0.74%183,500CALLSOLE
02079K305GOOGLALPHABET INC$27.3M0.72%87,097CommonSOLE
81730H109SSENTINELONE INC$27.1M0.71%1,809,685CommonSOLE
77311W101RKTROCKET COS INC$26.9M0.71%1,388,638CommonSOLE
556269108SHOOMADDEN STEVEN LTD$26.7M0.70%640,838CommonSOLE
78464A714XRTSPDR SERIES TRUST$26.1M0.69%305,658CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$25.6M0.67%348,251CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$25.2M0.66%200,000PUTSOLE
9026851067WHUDEMY INC$24.8M0.65%4,243,340CommonSOLE
872540109TJXTJX COS INC NEW$24.5M0.64%159,517CommonSOLE
L44385109GLOBGLOBANT S A$24.4M0.64%372,625CommonSOLE
126408103CSXCSX CORP$23.9M0.63%658,628CommonSOLE
807066105SCHLSCHOLASTIC CORP$23.6M0.62%797,878CommonSOLE
92826C839VVISA INC$23.4M0.62%66,685CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$21.7M0.57%213,987CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.5M0.57%72,480CommonSOLE
553530106MSMMSC INDL DIRECT INC$21.4M0.56%254,190CommonSOLE
81730H109SSENTINELONE INC$20.8M0.55%1,387,700CALLSOLE
053774105CARAVIS BUDGET GROUP$20.8M0.55%162,000CALLSOLE
73278L105POOLPOOL CORP$20.7M0.55%90,646CommonSOLE
49845K101KVYOKLAVIYO INC$20.6M0.54%634,426CommonSOLE
959802109WUWESTERN UN CO$20.6M0.54%2,210,000CALLSOLE
67066G104NVDANVIDIA CORPORATION$20.1M0.53%107,733CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$19.9M0.52%255,669CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$19.6M0.51%22,677CommonSOLE
011659109ALKALASKA AIR GROUP INC$19.4M0.51%386,094CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$19.4M0.51%119,841CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19.1M0.50%638,353CommonSOLE
58933Y105MRKMERCK & CO INC$18.9M0.50%180,000PUTSOLE
379577208GMEDGLOBUS MED INC$17.9M0.47%204,827CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$17.6M0.46%3,526,000CommonSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$17.2M0.45%595,376CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$16.9M0.45%321,781CommonSOLE
31428X106FDXFEDEX CORP$16.6M0.44%57,526CommonSOLE
500767306KWEBKRANESHARES TRUST$16.0M0.42%470,000PUTSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$15.7M0.41%125,644CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$15.6M0.41%439,269CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$15.4M0.41%1,243,772CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$15.3M0.40%22,500PUTSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$15.3M0.40%374,314CommonSOLE
G2616C124DSACUDAEDALUS SPL ACQUISITION COR$14.9M0.39%1,487,500CommonSOLE
127203107WHDCACTUS INC$14.7M0.39%321,816CommonSOLE
G7257A105PCAPPROCAP ACQUISITION CORP$14.6M0.39%1,445,321CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$14.5M0.38%93,546CommonSOLE
30052F100EVGOEVGO INC$14.3M0.38%4,931,162CommonSOLE
031162100AMGNAMGEN INC$14.2M0.37%43,488CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$14.2M0.37%710,364CommonSOLE
704326107PAYXPAYCHEX INC$13.9M0.37%123,869CommonSOLE
023634207NWAX/UNEW AMER ACQUISITION I CORP$13.7M0.36%1,319,476CommonSOLE
39818P799PKSTPEAKSTONE REALTY TRUST$13.7M0.36%952,107CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.7M0.36%65,981CommonSOLE
93403J106WRBYWARBY PARKER INC$13.5M0.35%617,890CommonSOLE
056752108BIDUBAIDU INC$13.4M0.35%102,500CALLSOLE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$13.3M0.35%516,008CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$13.2M0.35%862,000CALLSOLE
01741R102ATIATI INC$13.1M0.35%114,246CommonSOLE
G8772L105TVATEXAS VENTURES ACQUISITION I$13.0M0.34%1,216,321CommonSOLE
086516101BBYBEST BUY INC$12.9M0.34%192,600PUTSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$12.8M0.34%54,877CommonSOLE
55955D100MGNIMAGNITE INC$12.7M0.33%782,837CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$12.7M0.33%80,776CommonSOLE
85423L103SAROSTANDARDAERO INC$12.6M0.33%438,319CommonSOLE
670100205NVONOVO-NORDISK A S$12.2M0.32%240,100CALLSOLE
M96088105URGNUROGEN PHARMA LTD$12.0M0.32%513,303CommonSOLE
91688F104UPWKUPWORK INC$11.9M0.31%600,000CALLSOLE
92511U102VRRMVERRA MOBILITY CORP$11.8M0.31%527,000CALLSOLE
038222105AMATAPPLIED MATLS INC$11.8M0.31%45,767CommonSOLE
77543R102ROKUROKU INC$11.6M0.31%107,192CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$11.4M0.30%323,209CommonSOLE
43785V102MCHBMECHANICS BANCORP$11.3M0.30%774,237CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$11.3M0.30%437,253CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$11.3M0.30%105,919CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$11.1M0.29%1,875,000CALLSOLE
372284208GNEGENIE ENERGY LTD$11.1M0.29%805,317CommonSOLE
29414B104EPAMEPAM SYS INC$11.0M0.29%53,607CommonSOLE
91688F104UPWKUPWORK INC$10.7M0.28%541,259CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$10.6M0.28%260,000CALLSOLE
267475101DYDYCOM INDS INC$10.6M0.28%31,454CommonSOLE
74935Q107RBARB GLOBAL INC$10.5M0.28%102,515CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$10.3M0.27%1,832,000CALLSOLE
58450V104MAXMEDIAALPHA INC$10.2M0.27%786,369CommonSOLE
983134107WYNNWYNN RESORTS LTD$10.0M0.26%83,501CommonSOLE
G0R78B106BCSSBAIN CAP GSS INVT CORP$9.7M0.26%962,500CommonSOLE
46090E103QQQINVESCO QQQ TR$9.6M0.25%15,676CommonSOLE
G8377R101SVACSPRING VY ACQUISITION CORP I$9.5M0.25%939,017CommonSOLE
00183L201ANGIANGI INC$9.5M0.25%732,304CommonSOLE
039697107ARDXARDELYX INC$9.5M0.25%1,622,736CommonSOLE
91680M107UPSTUPSTART HLDGS INC$9.2M0.24%211,152CommonSOLE
056752108BIDUBAIDU INC$9.1M0.24%70,000CommonSOLE
11135F101AVGOBROADCOM INC$9.1M0.24%26,400PUTSOLE
703481101PTENPATTERSON-UTI ENERGY INC$9.1M0.24%1,491,225CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$9.0M0.24%307,757CommonSOLE
G6757R105ONCH1RT ACQUISITION CORP.$8.8M0.23%862,500CommonSOLE
247361702DALDELTA AIR LINES INC DEL$8.7M0.23%126,007CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$8.6M0.23%156,981CommonSOLE
512807306LRCXLAM RESEARCH CORP$8.6M0.23%50,118CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.5M0.23%21,500CALLSOLE
741623102PRMBPRIMO BRANDS CORPORATION$8.4M0.22%515,000PUTSOLE
911163103UNFIUNITED NAT FOODS INC$8.4M0.22%248,393CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$8.3M0.22%241,571CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$8.3M0.22%97,499CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$8.2M0.22%203,192CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$8.2M0.22%65,000CALLSOLE
55939A107MAGNMAGNERA CORP$8.1M0.21%538,220CommonSOLE
11135F101AVGOBROADCOM INC$8.1M0.21%23,377CommonSOLE
26884L109EQTEQT CORP$8.0M0.21%150,000CALLSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$8.0M0.21%277,900CALLSOLE
G63755105NIQNIQ GLOBAL INTELLIGENCE PLC$7.9M0.21%479,590CommonSOLE
G7553X106KRSPRICE ACQUISITION CORP 3$7.8M0.21%765,000CommonSOLE
G0131Y100ANSCAGRICULTURE & NAT SOL ACQ CO$7.8M0.21%700,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.8M0.21%24,300CALLSOLE
577081102MATMATTEL INC$7.8M0.21%393,800CALLSOLE
88080T104WULFTERAWULF INC$7.8M0.21%679,000CALLSOLE
403949100DINOHF SINCLAIR CORP$7.8M0.20%168,200CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7.7M0.20%10,000CALLSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7.7M0.20%10,000PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$7.6M0.20%385,238CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.6M0.20%53,303CommonSOLE
36467W109GMEGAMESTOP CORP NEW$7.4M0.20%370,200CALLSOLE
92337C203VSTMVERASTEM INC$7.3M0.19%947,303CommonSOLE
00091G104ACVAACV AUCTIONS INC$7.2M0.19%903,800CALLSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$7.2M0.19%285,992CommonSOLE
77311W101RKTROCKET COS INC$7.2M0.19%370,900CALLSOLE
G2254C121CCIICOHEN CIRCLE ACQUISIT CORP I$7.0M0.19%688,046CommonSOLE
654106103NKENIKE INC$7.0M0.18%110,000CALLSOLE
000360206AAONAAON INC$7.0M0.18%91,882CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.9M0.18%24,201CommonSOLE
639193101NAVNNAVAN INC$6.9M0.18%403,737CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$6.9M0.18%260,000PUTSOLE
444097406HPPHUDSON PAC PPTYS INC$6.9M0.18%632,808CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.8M0.18%10,000CALLSOLE
464287556IBBISHARES TR$6.8M0.18%40,000PUTSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.7M0.18%105,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6.7M0.18%81,455CommonSOLE
G4740B105ICHRICHOR HOLDINGS$6.7M0.18%361,536CommonSOLE
464287192IYTISHARES TR$6.6M0.17%88,613CommonSOLE
681919106OMCOMNICOM GROUP INC$6.6M0.17%81,212CommonSOLE
81141R100SESEA LTD$6.5M0.17%51,100CommonSOLE
05329W102ANAUTONATION INC$6.4M0.17%31,151CommonSOLE
88080T104WULFTERAWULF INC$6.4M0.17%559,583CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6.3M0.17%43,000CALLSOLE
478160104JNJJOHNSON & JOHNSON$6.2M0.16%30,000PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$6.2M0.16%40,000PUTSOLE
48115J109DERMJOURNEY MED CORP$6.2M0.16%798,366CommonSOLE
09073M104TECHBIO-TECHNE CORP$5.9M0.15%100,000PUTSOLE
040413205ANETARISTA NETWORKS INC$5.8M0.15%44,200CALLSOLE
042068205ARMARM HOLDINGS PLC$5.7M0.15%52,500CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.6M0.15%138,200PUTSOLE
192422103CGNXCOGNEX CORP$5.6M0.15%154,998CommonSOLE
278768106SATSECHOSTAR CORP$5.6M0.15%51,260CommonSOLE
68389X105ORCLORACLE CORP$5.6M0.15%28,567CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$5.6M0.15%444,357CommonSOLE
500767306KWEBKRANESHARES TRUST$5.4M0.14%160,000CALLSOLE
140475203SNDASONIDA SENIOR LIVING INC$5.4M0.14%166,500CommonSOLE
17275R102CSCOCISCO SYS INC$5.4M0.14%70,000PUTSOLE
G3934V109GENIGENIUS SPORTS LIMITED$5.4M0.14%486,100CALLSOLE
462222100IONSIONIS PHARMACEUTICALS INC$5.4M0.14%67,639CommonSOLE
76134H101RHLDRESOLUTE HLDGS MGMT INC$5.3M0.14%25,794CommonSOLE
023135106AMZNAMAZON COM INC$5.3M0.14%23,000CALLSOLE
39304D102GDOTGREEN DOT CORP$5.3M0.14%411,107CommonSOLE
G1828E100CEPFCANTOR EQUITY PARTNERS IV IN$5.2M0.14%507,909CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$5.2M0.14%319,200CALLSOLE
464288810IHIISHARES TR$5.2M0.14%83,942CommonSOLE
443573100HUBSHUBSPOT INC$5.2M0.14%12,970CommonSOLE
G2847J104DMAADRUGS MADE IN AMER ACQUTN CO$5.2M0.14%500,000CommonSOLE
G3730U107FCRSFUTURECREST ACQUISITION CORP$5.1M0.14%508,850CommonSOLE
364760108GAPGAP INC$5.1M0.13%200,100CALLSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$5.1M0.13%96,631CommonSOLE
04016X101ARGXARGENX SE$5.0M0.13%6,000CALLSOLE
871332102SLVMSYLVAMO CORP$5.0M0.13%104,708CommonSOLE
03589W102ANNXANNEXON INC$5.0M0.13%993,795CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M0.13%15,000CALLSOLE
375558103GILDGILEAD SCIENCES INC$4.9M0.13%40,000PUTSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4.9M0.13%6,352CommonSOLE
68629Y103ONLORION PROPERTIES INC$4.9M0.13%2,158,925CommonSOLE
247361702DALDELTA AIR LINES INC DEL$4.9M0.13%70,000PUTSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$4.8M0.13%315,000CALLSOLE
983134107WYNNWYNN RESORTS LTD$4.8M0.13%40,000CALLSOLE
81369Y407XLYSELECT SECTOR SPDR TR$4.8M0.13%39,864CommonSOLE
778296103ROSTROSS STORES INC$4.7M0.12%26,300PUTSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$4.7M0.12%47,471CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.7M0.12%50,000CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$4.6M0.12%41,170CommonSOLE
65249B109NWSANEWS CORP NEW$4.6M0.12%175,000CALLSOLE
594972408MSTRSTRATEGY INC$4.6M0.12%30,000PUTSOLE
224408104CRCRANE COMPANY$4.6M0.12%24,691CommonSOLE
G1828S109CEPVCANTOR EQUITY PARTNERS V INC$4.5M0.12%437,500CommonSOLE
681919106OMCOMNICOM GROUP INC$4.4M0.12%55,100CALLSOLE
682680103OKEONEOK INC NEW$4.4M0.12%60,000CALLSOLE
G6301B101MLACMOUNTAIN LAKE ACQUISITION CO$4.4M0.12%423,564CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$4.4M0.12%22,286CommonSOLE
464287739IYRISHARES TR$4.4M0.11%46,342CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$4.3M0.11%328,400CALLSOLE
254604101IRONDISC MEDICINE INC$4.3M0.11%54,200PUTSOLE
500767306KWEBKRANESHARES TRUST$4.2M0.11%124,145CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.1M0.11%20,000CALLSOLE
00370M103ABVXABIVAX SA$4.1M0.11%30,500CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$4.1M0.11%32,500PUTSOLE
037833100AAPLAPPLE INC$4.1M0.11%15,000CALLSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$4.0M0.11%46,325CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.0M0.11%90,212CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$4.0M0.11%713,285CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$4.0M0.11%80,000PUTSOLE
30303M102METAMETA PLATFORMS INC$4.0M0.10%6,000CALLSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$3.8M0.10%70,120CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.8M0.10%17,626CommonSOLE
G1368E106BLUWBLUE WTR ACQUISITION CORP. I$3.8M0.10%364,753CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$3.8M0.10%230,229CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$3.7M0.10%149,000CALLSOLE
375558103GILDGILEAD SCIENCES INC$3.7M0.10%30,000CALLSOLE
78464A888XHBSPDR SERIES TRUST$3.7M0.10%35,722CommonSOLE
235851102DHRDANAHER CORPORATION$3.7M0.10%16,000CALLSOLE
707569109PENNPENN ENTERTAINMENT INC$3.6M0.10%245,100CALLSOLE
74967X103RHRH$3.6M0.09%20,082CommonSOLE
G0273J101AEXAAMERICAN EXCEPTIONALISM ACQU$3.6M0.09%315,000CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$3.6M0.09%40,700CALLSOLE
70432V102PAYCPAYCOM SOFTWARE INC$3.6M0.09%22,300CALLSOLE
22266T109CPNGCOUPANG INC$3.5M0.09%150,000CALLSOLE
464288752ITBISHARES TR$3.5M0.09%36,666CommonSOLE
418056107HASHASBRO INC$3.5M0.09%42,500PUTSOLE
707569109PENNPENN ENTERTAINMENT INC$3.5M0.09%233,917CommonSOLE
02079K305GOOGLALPHABET INC$3.4M0.09%11,000CALLSOLE
78709Y105SAIASAIA INC$3.4M0.09%10,517CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$3.4M0.09%560,900CALLSOLE
501147102KRYSKRYSTAL BIOTECH INC$3.4M0.09%13,600CALLSOLE
82981J851SITCSITE CTRS CORP$3.4M0.09%521,921CommonSOLE
852234103XYZBLOCK INC$3.3M0.09%51,149CommonSOLE
37940X102GPNGLOBAL PMTS INC$3.3M0.09%42,717CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$3.3M0.09%215,015CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.2M0.08%40,000CALLSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.2M0.08%35,100PUTSOLE
011311107ALGALAMO GROUP INC$3.2M0.08%19,000CALLSOLE
49427F108KRCKILROY RLTY CORP$3.2M0.08%85,000PUTSOLE
77543R102ROKUROKU INC$3.1M0.08%29,000CALLSOLE
28238P109EHTHEHEALTH INC$3.1M0.08%681,221CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$3.1M0.08%142,400PUTSOLE
958102105WDCWESTERN DIGITAL CORP$3.1M0.08%18,000CommonSOLE
92826C839VVISA INC$3.1M0.08%8,800CALLSOLE
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40145W101GRDNGUARDIAN PHARMACY SVCS INC$3.0M0.08%101,137CommonSOLE
126402106CSWCSW INDUSTRIALS INC$3.0M0.08%10,275CommonSOLE
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49427F108KRCKILROY RLTY CORP$2.9M0.08%77,250CommonSOLE
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83001C108FUNSIX FLAGS ENTERTAINMENT CORP$2.8M0.07%184,198CommonSOLE
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926400102VSCOVICTORIAS SECRET AND CO$2.7M0.07%50,000CALLSOLE
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80706P103SRRKSCHOLAR ROCK HLDG CORP$2.6M0.07%60,100PUTSOLE
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69318G106PBFPBF ENERGY INC$2.5M0.07%91,237CommonSOLE
171126204PTHSPELTHOS THERAPEUTICS INC$2.4M0.06%78,006CommonSOLE
46124U107IVAINVENTIVA SA$2.4M0.06%516,445CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$2.4M0.06%8,100PUTSOLE
65249B109NWSANEWS CORP NEW$2.4M0.06%90,281CommonSOLE
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19260Q107COINCOINBASE GLOBAL INC$2.3M0.06%10,000PUTSOLE
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03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$2.3M0.06%89,600PUTSOLE
278642103EBAYEBAY INC.$2.2M0.06%25,000CALLSOLE
532457108LLYELI LILLY & CO$2.1M0.06%2,000PUTSOLE
15118V207CELHCELSIUS HLDGS INC$2.1M0.06%46,942CommonSOLE
235851102DHRDANAHER CORPORATION$2.1M0.06%9,281CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$2.1M0.06%68,054CommonSOLE
61225M102GLUEMONTE ROSA THERAPEUTICS INC$2.1M0.06%135,000CALLSOLE
91822M502VEONVEON LTD$2.1M0.06%40,000CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$2.1M0.06%398,916CommonSOLE
128030202CALMCAL MAINE FOODS INC$2.1M0.06%26,400PUTSOLE
464286327SLVPISHARES INC$2.1M0.06%61,069CommonSOLE
925652109VICIVICI PPTYS INC$2.0M0.05%72,542CommonSOLE
03940C100ACLXGBXARCELLX INC$2.0M0.05%31,219CommonSOLE
829242106SBGISINCLAIR INC$2.0M0.05%131,200CALLSOLE
45337C102INCYINCYTE CORP$2.0M0.05%20,300PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$2.0M0.05%8,850CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$2.0M0.05%205,000CALLSOLE
462222100IONSIONIS PHARMACEUTICALS INC$2.0M0.05%25,000CALLSOLE
M96088105URGNUROGEN PHARMA LTD$2.0M0.05%84,000CALLSOLE
02081G201ATECALPHATEC HLDGS INC$2.0M0.05%93,000CALLSOLE
931142103WMTWALMART INC$1.9M0.05%17,500CommonSOLE
G9R39C103WENNWEN ACQUISITION CORP$1.9M0.05%192,498CommonSOLE
925652109VICIVICI PPTYS INC$1.9M0.05%69,100PUTSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.9M0.05%149,500PUTSOLE
907818108UNPUNION PAC CORP$1.9M0.05%8,000PUTSOLE
G3934V109GENIGENIUS SPORTS LIMITED$1.8M0.05%167,482CommonSOLE
78464A755XMESPDR SERIES TRUST$1.8M0.05%17,629CommonSOLE
14154A102CDNLCARDINAL INFRASTRUCTURE GROU$1.8M0.05%74,829CommonSOLE
88160R101TSLATESLA INC$1.8M0.05%4,000CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.8M0.05%40,000PUTSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.8M0.05%45,500CALLSOLE
83570H108SONOSONOS INC$1.8M0.05%100,000CALLSOLE
219350105GLWCORNING INC$1.8M0.05%20,000PUTSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$1.7M0.05%120,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.7M0.05%35,000CommonSOLE
437076102HDHOME DEPOT INC$1.7M0.05%5,000PUTSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$1.7M0.05%47,288CommonSOLE
536797103LADLITHIA MTRS INC$1.7M0.04%5,112CommonSOLE
60649T107MGMISTRAS GROUP INC$1.7M0.04%134,200CommonSOLE
15102K100CELCCELCUITY INC$1.7M0.04%16,800CALLSOLE
34962G208FBRXFORTE BIOSCIENCES INC$1.7M0.04%60,800CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$1.6M0.04%5,550CommonSOLE
654106103NKENIKE INC$1.6M0.04%25,000PUTSOLE
835699307SONYSONY GROUP CORP$1.6M0.04%61,822CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.6M0.04%60,000CALLSOLE
78464A755XMESPDR SERIES TRUST$1.6M0.04%15,000PUTSOLE
464288760ITAISHARES TR$1.5M0.04%7,204CommonSOLE
963320106WHRWHIRLPOOL CORP$1.5M0.04%21,000CALLSOLE
68236H204ONDSONDAS HLDGS INC$1.5M0.04%150,000CALLSOLE
57667L107MTCHMATCH GROUP INC NEW$1.5M0.04%45,000PUTSOLE
053774105CARAVIS BUDGET GROUP$1.4M0.04%11,045CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$1.4M0.04%63,019CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$1.4M0.04%22,405CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$1.3M0.04%262,500CALLSOLE
257554105DOMODOMO INC$1.3M0.04%160,000CALLSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.3M0.04%3,368CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$1.3M0.04%101,467CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.3M0.03%22,500CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$1.3M0.03%44,191CommonSOLE
829242106SBGISINCLAIR INC$1.3M0.03%84,481CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$1.2M0.03%6,800PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.03%25,000CALLSOLE
81141R100SESEA LTD$1.2M0.03%9,600CALLSOLE
78464A870XBISPDR SERIES TRUST$1.2M0.03%10,000CALLSOLE
92840M102VSTVISTRA CORP$1.2M0.03%7,500CALLSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.2M0.03%33,658CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.03%7,500PUTSOLE
412822108HOGHARLEY DAVIDSON INC$1.2M0.03%56,300PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$1.1M0.03%25,200CALLSOLE
464286400EWZISHARES INC$1.1M0.03%36,000PUTSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.1M0.03%12,962CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.1M0.03%5,000CALLSOLE
23282W605CYTKCYTOKINETICS INC$1.1M0.03%17,645CommonSOLE
302635206FSKFS KKR CAP CORP$1.1M0.03%75,000CALLSOLE
02079K107GOOGALPHABET INC$1.1M0.03%3,500PUTSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$1.1M0.03%75,435CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.1M0.03%20,000PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.03%8,575CommonSOLE
632347100NATHNATHANS FAMOUS INC NEW$1.1M0.03%11,422CommonSOLE
88160R101TSLATESLA INC$1.1M0.03%2,365CommonSOLE
21873S108CRWVCOREWEAVE INC$1.1M0.03%14,700PUTSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.1M0.03%12,678CommonSOLE
46428Q109SLVISHARES SILVER TR$1.1M0.03%16,334CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$1.0M0.03%27,100PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.0M0.03%7,000CommonSOLE
670100205NVONOVO-NORDISK A S$1.0M0.03%20,000PUTSOLE
G9460G101VALVALARIS LTD$1.0M0.03%20,000CALLSOLE
670100205NVONOVO-NORDISK A S$1.0M0.03%19,799CommonSOLE
G9456A100GLNGGOLAR LNG LTD$1.0M0.03%26,966CommonSOLE
G5331N101KYIVKYIVSTAR GROUP LTD$986,4800.03%76,000CALLSOLE
92189F676SMHVANECK ETF TRUST$962,9880.03%2,674CommonSOLE
88339J105TTDTHE TRADE DESK INC$949,0000.02%25,000PUTSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$945,9500.02%13,601CommonSOLE
53626N102LIONLIONSGATE STUDIOS CORP$934,9120.02%102,400CommonSOLE
55406W103LUXELUXEXPERIENCE BV$932,9120.02%111,726CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$913,9540.02%53,762CommonSOLE
852234103XYZBLOCK INC$911,2600.02%14,000CALLSOLE
26818M108DYNDYNE THERAPEUTICS INC$899,9560.02%46,010CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$888,7500.02%5,000PUTSOLE
437076102HDHOME DEPOT INC$883,6490.02%2,568CommonSOLE
03940C100ACLXGBXARCELLX INC$880,2000.02%13,500PUTSOLE
438516106HONHONEYWELL INTL INC$877,9050.02%4,500CALLSOLE
219350105GLWCORNING INC$871,2220.02%9,950CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$869,0000.02%50,000CALLSOLE
23282W605CYTKCYTOKINETICS INC$864,1440.02%13,600PUTSOLE
86150R107STOKSTOKE THERAPEUTICS INC$856,9800.02%27,000CALLSOLE
512807306LRCXLAM RESEARCH CORP$855,9000.02%5,000CALLSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$855,1410.02%94,700CALLSOLE
166764100CVXCHEVRON CORP NEW$853,4960.02%5,600CommonSOLE
78464A714XRTSPDR SERIES TRUST$852,9000.02%10,000PUTSOLE
573874104MRVLMARVELL TECHNOLOGY INC$849,8000.02%10,000CALLSOLE
654902204NOKNOKIA CORP$844,6200.02%130,544CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$842,4780.02%26,091CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$841,9750.02%19,723CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$810,7570.02%10,179CommonSOLE
50015M109KODKODIAK SCIENCES INC$809,4140.02%28,949CommonSOLE
02156V109OKLOOKLO INC$789,3600.02%11,000PUTSOLE
640268306NKTRNEKTAR THERAPEUTICS$775,9230.02%18,352CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$772,2000.02%55,000CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$770,7120.02%1,700PUTSOLE
62914V106NIONIO INC$765,0000.02%150,000CALLSOLE
257554105DOMODOMO INC$755,9600.02%89,675CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$748,8240.02%4,100CALLSOLE
M8001Q126PYPDPOLYPID LTD$747,8250.02%172,310CommonSOLE
00768Y453MSOSADVISORSHARES TR$742,9280.02%157,400CALLSOLE
254543101DIODDIODES INC$740,1000.02%15,000CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$736,8500.02%2,500CALLSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$725,8000.02%20,000CALLSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$722,2600.02%33,500CommonSOLE
595112103MUMICRON TECHNOLOGY INC$713,5250.02%2,500PUTSOLE
92686J106VKTXVIKING THERAPEUTICS INC$703,6000.02%20,000PUTSOLE
20451Q104CODICOMPASS DIVERSIFIED$695,6110.02%144,919CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$691,9000.02%40,700PUTSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$690,2000.02%40,600CALLSOLE
65340P106NXENEXGEN ENERGY LTD$690,0000.02%75,000CALLSOLE
65340P106NXENEXGEN ENERGY LTD$690,0000.02%75,000PUTSOLE
92333F101VGVENTURE GLOBAL INC$687,4560.02%100,800PUTSOLE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$656,1000.02%270,000CommonSOLE
25809K105DASHDOORDASH INC$639,5800.02%2,824CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$622,7740.02%26,200PUTSOLE
45258H106IMMXIMMIX BIOPHARMA INC$618,5050.02%118,261CommonSOLE
372460105GPCGENUINE PARTS CO$614,8000.02%5,000CALLSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$594,3440.02%283,021CommonSOLE
040413205ANETARISTA NETWORKS INC$594,0900.02%4,534CommonSOLE
00091G104ACVAACV AUCTIONS INC$591,2830.02%73,726CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$571,8960.02%67,600CALLSOLE
22266T109CPNGCOUPANG INC$566,1600.01%24,000PUTSOLE
902973304USBUS BANCORP DEL$554,9440.01%10,400CALLSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$527,2000.01%40,000PUTSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$522,5000.01%25,000CommonSOLE
78464A755XMESPDR SERIES TRUST$518,0500.01%5,000CALLSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$514,4000.01%40,000CommonSOLE
61225M102GLUEMONTE ROSA THERAPEUTICS INC$506,3230.01%32,291CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$490,5430.01%1,486CommonSOLE
N90064101QUREUNIQURE NV$485,7790.01%20,300CALLSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$485,4400.01%37,000CALLSOLE
N90064101QUREUNIQURE NV$484,5830.01%20,250CommonSOLE
91332U101UUNITY SOFTWARE INC$481,2760.01%10,896CommonSOLE
69380Q107PACSPACS GROUP INC$479,8750.01%12,500CALLSOLE
09260D107BXBLACKSTONE INC$477,8340.01%3,100CommonSOLE
143658300CCL1EURCARNIVAL CORP$474,8660.01%15,549CommonSOLE
15102K100CELCCELCUITY INC$462,9930.01%4,642CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$455,3840.01%1,188CommonSOLE
02156K103OPTUOPTIMUM COMMUNICATIONS INC$453,7500.01%275,000CommonSOLE
26875P101EOGEOG RES INC$447,4480.01%4,261CommonSOLE
00370M103ABVXABIVAX SA$443,9430.01%3,292CommonSOLE
64110L106NFLXNETFLIX INC$437,9530.01%4,671CommonSOLE
698884103PARPAR TECHNOLOGY CORP$435,3600.01%12,000CALLSOLE
G85158106STNESTONECO LTD$434,8260.01%29,400CALLSOLE
78468R556XOPSPDR SERIES TRUST$425,3700.01%3,369CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$424,4000.01%10,000CALLSOLE
74624M102PPURE STORAGE INC$422,2300.01%6,301CommonSOLE
04016X101ARGXARGENX SE$420,4750.01%500CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$412,6500.01%10,500CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$409,9300.01%79,753CommonSOLE
19247G107COHRCOHERENT CORP$407,1610.01%2,206CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$378,4390.01%1,535CommonSOLE
230770109CPIXCUMBERLAND PHARMACEUTICALS I$376,2730.01%94,541CommonSOLE
00162Q452AMLPALPS ETF TR$374,4670.01%7,964CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$373,5000.01%25,000CALLSOLE
09581B103OWLBLUE OWL CAPITAL INC$373,5000.01%25,000PUTSOLE
458140100INTCINTEL CORP$369,0000.01%10,000CALLSOLE
458140100INTCINTEL CORP$369,0000.01%10,000PUTSOLE
G3922B107GGENPACT LIMITED$350,8500.01%7,500CALLSOLE
56585A102MPCMARATHON PETE CORP$347,2150.01%2,135CommonSOLE
963320106WHRWHIRLPOOL CORP$344,1800.01%4,771CommonSOLE
G3323L100FNFABRINET$341,4600.01%750CommonSOLE
92864V608EMPDEMPERY DIGITAL INC$338,7640.01%74,209CommonSOLE
565788106MARAMARA HOLDINGS INC$323,8010.01%36,058CommonSOLE
15101Q207CLSCELESTICA INC$323,6930.01%1,095CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$323,6750.01%4,532CommonSOLE
626717102MURMURPHY OIL CORP$312,5000.01%10,000CALLSOLE
816850101SMTCSEMTECH CORP$311,4140.01%4,226CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS C$307,6500.01%105,000CALLSOLE
05464C101AXONAXON ENTERPRISE INC$299,2990.01%527CommonSOLE
464286772EWYISHARES INC$291,6600.01%3,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$291,2060.01%2,032CommonSOLE
482480100KLACKLA CORP$272,1780.01%224CommonSOLE
55318A108MNTNMNTN INC$261,9990.01%21,943CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$261,6140.01%3,466CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$260,7000.01%15,000CommonSOLE

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.