MondegarAI
DeepCurrents Investment Group LLC

Q2 2024 · 13F-HR

DeepCurrents Investment Group LLCholdings as filed

Filed 2024-08-14 · accession 0001420506-24-001510

$2.54B
Reported value
137
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
66980MAB2NVMI 0 10/15/25NOVA LTD$108.3M4.27%34,500,000CommonSOLE
45765UAB9NSIT 0.75 02/15/25INSIGHT ENTERPRISES INC$104.6M4.12%36,048,000CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$72.1M2.84%41,410,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$71.1M2.80%52,918,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$69.3M2.73%47,862,000CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$67.9M2.67%51,533,000CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$60.7M2.39%56,706,000CommonSOLE
852234AF0XYZ 0.125 03/01/25BLOCK INC$58.9M2.32%61,139,000CommonSOLE
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$58.8M2.32%64,043,000CommonSOLE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$52.9M2.08%32,750,000CommonSOLE
03753UAB2APLS 3.5 09/15/26APELLIS PHARMACEUTICALS INC$48.9M1.93%38,528,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$47.8M1.88%52,259,000CommonSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$47.5M1.87%30,003,000CommonSOLE
632307AB0NTRA 2.25 05/01/27NATERA INC$46.5M1.83%16,354,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$46.5M1.83%42,500,000CommonSOLE
16115QAE0GTLS 1 11/15/24CHART INDS INC$43.0M1.69%17,411,000CommonSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$38.0M1.50%32,285,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$35.3M1.39%38,528,000CommonSOLE
30050BAD3EVH 1.5 10/15/25EVOLENT HEALTH INC$35.0M1.38%36,213,000CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$34.2M1.35%35,900,000CommonSOLE
45781MAB7INVA 2.5 08/15/25INNOVIVA INC$34.1M1.34%30,895,000CommonSOLE
55405YAB6MTSI 0.25 03/15/26MACOM TECH SOLUTIONS HLDGS I$33.7M1.33%24,000,000CommonSOLE
401617AF2GES 3.75 04/15/28GUESS INC$33.5M1.32%30,349,000CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$31.3M1.23%27,847,000CommonSOLE
29975EAB5EB 5 12/01/25EVENTBRITE INC$31.2M1.23%31,808,000CommonSOLE
56400PAQ5MANNKIND CORP$30.9M1.22%25,500,000CommonSOLE
30063PAA3EXAS 1 01/15/25EXACT SCIENCES CORP$30.8M1.21%31,575,000CommonSOLE
02081GAB8ATEC 0.75 08/01/26ALPHATEC HLDGS INC$29.4M1.16%30,500,000CommonSOLE
69366JAD3PTCT 1.5 09/15/26PTC THERAPEUTICS INC$29.0M1.14%30,151,000CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$28.9M1.14%21,000,000CommonSOLE
538034AU3LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN$28.5M1.12%27,638,000CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$27.6M1.09%29,905,000CommonSOLE
228903AB6ARTIVION INC$27.4M1.08%21,975,000CommonSOLE
268158AD4DVAX 2.5 05/15/26DYNAVAX TECHNOLOGIES CORP$26.2M1.03%21,000,000CommonSOLE
53814LAB4LTHM 4.125 07/15/25LIVENT CORP$26.0M1.02%22,251,000CommonSOLE
136635AG4CSIQ 2.5 10/01/25CANADIAN SOLAR INC$25.8M1.02%27,809,000CommonSOLE
92214XAB2VAREX IMAGING CORP$24.8M0.98%24,750,000CommonSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$23.5M0.93%28,167,000CommonSOLE
63845RAB3EYE 2.5 05/15/25NATIONAL VISION HLDGS INC$22.8M0.90%23,500,000CommonSOLE
87874RAD2TTGT 0 12/15/26TECHTARGET INC$22.7M0.89%23,500,000CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$21.7M0.86%23,103,000CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$21.2M0.83%10,000,000CommonSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP$20.6M0.81%21,500,000CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$20.2M0.79%20,000,000CommonSOLE
71639TAB2PETIQ INC$19.7M0.78%18,461,000CommonSOLE
566330AB2MARCUS CORP DEL$19.2M0.76%16,151,000CommonSOLE
38268TAD5GPRO 1.25 11/15/25GOPRO INC$18.6M0.73%19,888,000CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$18.4M0.73%22,200,000CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$18.4M0.73%20,208,000CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$18.1M0.71%15,500,000CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$18.0M0.71%20,000,000CommonSOLE
64157FAC7NEVRO CORP$17.7M0.70%18,417,000CommonSOLE
156727AB5CERENCE INC$17.7M0.70%18,992,000CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$17.6M0.69%15,338,000CommonSOLE
34385PAF5STANDARD BIOTOOLS INC$17.3M0.68%17,394,000CommonSOLE
682143AG7OMER 5.25 02/15/26OMEROS CORP$17.2M0.68%23,714,000CommonSOLE
86745KAF1NOVA 0.25 12/01/26SUNNOVA ENERGY INTL INC.$17.2M0.68%35,310,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$16.4M0.64%17,508,000CommonSOLE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$15.9M0.63%20,030,000CommonSOLE
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$15.4M0.61%15,000,000CommonSOLE
38341PAA0GOSS 5 06/01/27GOSSAMER BIO INC$15.0M0.59%29,860,000CommonSOLE
87971M103TUTELUS CORPORATION$14.9M0.59%9,850PUTSOLE
163072AA9CAKE 0.375 06/15/26CHEESECAKE FACTORY INC$14.4M0.57%15,833,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$14.2M0.56%26,160CommonSOLE
74736LAF6QTWO 0.125 11/15/25Q2 HLDGS INC$14.2M0.56%15,152,000CommonSOLE
56501R106MFCMANULIFE FINL CORP$14.2M0.56%5,324PUTSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$13.6M0.53%10,350,000CommonSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$13.2M0.52%8,500,000CommonSOLE
81141RAD2SEALTD 1 12/01/24SEA LTD$12.9M0.51%8,951,000CommonSOLE
88688TAC4TLRY 5.2 06/15/27TILRAY BRANDS INC$12.5M0.49%13,000,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$12.4M0.49%163,715CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$11.8M0.46%18,927,000CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$11.5M0.45%20,500,000CommonSOLE
35953DAB0FUBO 3.25 02/15/26FUBOTV INC$11.1M0.44%19,333,000CommonSOLE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$11.0M0.43%12,676,000CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$10.7M0.42%11,711,000CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$10.4M0.41%11,000,000CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$10.3M0.41%11,500,000CommonSOLE
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$10.0M0.39%10,718,000CommonSOLE
606710AA9MITK 0.75 02/01/26MITEK SYS INC$9.8M0.38%10,454,000CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$9.6M0.38%117,182CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$9.5M0.37%9,000,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$9.0M0.36%10,000,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$9.0M0.35%11,270,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8.9M0.35%1,500PUTSOLE
53680QAA6LARCN 1.75 01/15/27LITHIUM AMERICAS ARGENTINA C$8.7M0.34%12,155,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$8.7M0.34%9,472,000CommonSOLE
04546CAB2ASRT 6.5 09/01/27ASSERTIO HOLDINGS INC$8.5M0.34%9,850,000CommonSOLE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$8.4M0.33%40,098,000CommonSOLE
44933TAB2I3 VERTICALS LLC$8.4M0.33%8,723,000CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GROUP INC$7.6M0.30%4,300,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$7.3M0.29%7,500,000CommonSOLE
69553PAB6PAGERDUTY INC$7.0M0.28%7,303,000CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$6.1M0.24%5,583,000CommonSOLE
311642AB8FARO TECHNOLOGIES INC$5.5M0.22%6,500,000CommonSOLE
457669AA7INSMED INC$5.1M0.20%3,000,000CommonSOLE
004397AK1ACCURAY INC DEL$4.8M0.19%5,600,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$4.8M0.19%4,000,000CommonSOLE
87266JAB0TPIC 5.25 03/15/28TPI COMPOSITES INC$4.7M0.19%8,650,000CommonSOLE
45667GAE3INFN 2.5 03/01/27INFINERA CORP$4.3M0.17%4,245,000CommonSOLE
86745KAH7NOVA 2.625 02/15/28SUNNOVA ENERGY INTL INC.$4.0M0.16%11,500,000CommonSOLE
59064RAA7MLAB 1.375 08/15/25MESA LABS INC$4.0M0.16%4,388,000CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$3.9M0.15%5,273,000CommonSOLE
023135106AMZNAMAZON COM INC$3.9M0.15%200CALLSOLE
88339P101REALTHE REALREAL INC$3.8M0.15%1,195,001CALLSOLE
98986MAD5ZYXI 5 05/15/26ZYNEX INC$3.7M0.15%3,500,000CommonSOLE
56501R106MFCMANULIFE FINL CORP$3.5M0.14%130,171CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$3.3M0.13%435PUTSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$3.3M0.13%3,621,000CommonSOLE
399473AF4GRPN 1.125 03/15/26GROUPON INC$3.2M0.13%3,750,000CommonSOLE
47215P106JDJD.COM INC$2.9M0.11%112,774CommonSOLE
87971M103TUTELUS CORPORATION$2.8M0.11%182,815CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$2.4M0.09%255,162CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.0M0.08%352CALLSOLE
232109AG3CUTERA INC$2.0M0.08%11,060,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.08%13,988CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.7M0.07%100,489CommonSOLE
680710100OLINK HLDG AB$1.6M0.06%63,041CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.6M0.06%32,903CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$1.5M0.06%14,425CommonSOLE
89422GAA5TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC$1.3M0.05%2,000,000CommonSOLE
37940X102GPNGLOBAL PMTS INC$967,0000.04%10,000CommonSOLE
88339PAD3REAL 1 03/01/28THE REALREAL INC$880,2500.03%1,823,000CommonSOLE
96684W100WHOLE EARTH BRANDS INC$597,3130.02%122,904CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$443,2200.02%267,000CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$404,4810.02%103CALLSOLE
04010L103ARCCARES CAPITAL CORP$354,4260.01%17,007CommonSOLE
682143102OMEROMEROS CORP$264,7120.01%652PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$252,1200.01%4,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$250,8040.01%4,223CommonSOLE
871607107SNPSSYNOPSYS INC$227,3130.01%382CommonSOLE
670002401NVAXNOVAVAX INC$206,3580.01%163PUTSOLE
G6S23K124MORINGA ACQUISITION CORP$166,6500.01%14,183CALLSOLE
21874A130CORZZCORE SCIENTIFIC INC NEW$151,8410.01%16,327CALLSOLE
L64875112MLECWMOOLEC SCIENCE SA$17,9440.00%16,313CALLSOLE
81948W112SHARECARE INC$14,8370.00%10,990CALLSOLE
G8059B119SLNWFSELINA HOSPITALITY PLC$1,4880.00%20,693CALLSHARED

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.