MondegarAI
Elequin Capital, LP

Q1 2024 · 13F-HR/A

Elequin Capital, LPholdings as filed

Filed 2025-03-11 · accession 0001420506-25-000664

$520.9M
Reported value
243
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$219.7M42.2%76,331,000CommonNONE
64125CAD1NEUROCRINE BIOSCIENCES INC$71.2M13.7%39,331,000CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$49.6M9.51%1,280,428CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$49.2M9.45%693,398CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$30.6M5.87%492,527CommonSOLE
G21810208CLARIVATE PLC$23.8M4.57%799,093CommonSOLE
912909AT5X 5 11/01/26UNITED STATES STL CORP$16.2M3.11%5,286,000CommonNONE
723787AP2PXD 0.25 05/15/25PIONEER NAT RES CO$9.2M1.77%3,332,000CommonNONE
401617AD7GUESS INC$8.5M1.64%7,629,000CommonNONE
12811T308CVRTCALAMOS ETF TR$6.8M1.31%244,859CommonSOLE
78464A359CWBSPDR SER TR$6.3M1.20%85,772CommonSOLE
97720F101BTCWWISDOMTREE BITCOIN FD$5.7M1.09%74,955CommonSOLE
902681113UGI 7.25 06/01/24UGI CORP NEW$4.6M0.88%78,979CommonNONE
91916J100BRRRVALKYRIE BITCOIN FD$4.0M0.78%200,985CommonSOLE
02209S103MOALTRIA GROUP INC$2.5M0.48%58,022CommonSOLE
92556H305PARA 5.75 04/01/24 APARAMOUNT GLOBAL$2.3M0.43%166,689CommonSOLE
33739Q507FCVTFIRST TR EXCHANGE-TRADED FD$1.9M0.37%56,483CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.37%4,339CommonSOLE
015857873AQNCN 7.75 06/15/24ALGONQUIN PWR UTILS CORP$1.8M0.35%83,618CommonNONE
06748F324BARCLAYS BANK PLC$1.6M0.30%120,677CommonSOLE
377322AB8GKOS 2.75 06/15/27GLAUKOS CORP$427,2000.08%240,000CommonNONE
92189K105HODLVANECK BITCOIN TR$381,9360.07%4,754CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$214,7000.04%200,000CommonNONE
46438F101IBITISHARES BITCOIN TR$173,0090.03%4,275CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$136,8410.03%2,144CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$118,6220.02%3,016CommonNONE
493267108KEYKEYCORP$82,9870.02%5,249CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$73,7570.01%1,024CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$60,1880.01%882CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$54,3670.01%4,965CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$51,6160.01%488CommonSOLE
252131107DXCMDEXCOM INC$42,4420.01%306CommonSOLE
16115Q407GTLS 6.75 12/15/25 BCHART INDS INC$41,5350.01%644CommonSOLE
37940X102GPNGLOBAL PMTS INC$38,0930.01%285CommonSOLE
345370860FFORD MTR CO DEL$37,7550.01%2,843CommonSOLE
50202M102LILI AUTO INC$33,6410.01%1,111CommonSOLE
30063P105EXKEXACT SCIENCES CORP$31,2150.01%452CommonSOLE
69331C108PCGPG&E CORP$30,8550.01%1,841CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$28,4020.01%1,357CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$28,2810.01%28CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$27,3830.01%922CommonSOLE
75524B203RBC 5 10/15/24 ARBC BEARINGS INC$26,6590.01%218CommonSOLE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$26,3900.01%1,300CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$25,6330.00%198CommonSOLE
852234103XYZBLOCK INC$24,9510.00%295CommonSOLE
H8817H100RIGTRANSOCEAN LTD$24,9380.00%3,971CommonSOLE
30034W106EVRGEVERGY INC$24,0740.00%451CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$21,6970.00%407CommonSOLE
10316T104BOXBOX INC$21,0130.00%742CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$20,5480.00%474CommonSOLE
95040Q104WELLWELLTOWER INC$20,2760.00%217CommonSOLE
816850101SMTCSEMTECH CORP$18,9680.00%690CommonSOLE
759916109RGENREPLIGEN CORP$18,5760.00%101CommonSOLE
82489T104SWAVUSDSHOCKWAVE MED INC$17,9100.00%55CommonSOLE
55024U109LITELUMENTUM HLDGS INC$17,1880.00%363CommonSOLE
29786A106ETSYETSY INC$16,6990.00%243CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$16,6090.00%1,082CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$16,5220.00%566CommonSOLE
26210C104DBXDROPBOX INC$16,3540.00%673CommonSOLE
977852102WOLF*WOLFSPEED INC$16,3430.00%554CommonSOLE
62914V106NIONIO INC$16,2900.00%3,620CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$16,0570.00%708CommonSOLE
67059N108NTNXNUTANIX INC$15,7390.00%255CommonSOLE
338307101FIVNFIVE9 INC$15,3410.00%247CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$15,2140.00%374CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$15,1940.00%535CommonSOLE
337932107FEFIRSTENERGY CORP$14,9850.00%388CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$14,8020.00%165CommonSOLE
69351T106PPLPPL CORP$14,2050.00%516CommonSOLE
589889104MMSIMERIT MED SYS INC$14,1650.00%187CommonSOLE
009066101ABNBAIRBNB INC$13,3620.00%81CommonSOLE
82452J109FOURSHIFT4 PMTS INC$13,1480.00%199CommonSOLE
86771W105RUNSUNRUN INC$13,1270.00%996CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$12,8850.00%107CommonSOLE
45667G103INFNEURINFINERA CORP$12,8140.00%2,125CommonSOLE
55087P104LYFTLYFT INC$12,7320.00%658CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$12,7130.00%526CommonSOLE
81141R100SESEA LTD$12,4070.00%231CommonSOLE
70202L102PSNPARSONS CORP DEL$12,3600.00%149CommonSOLE
08265T208BSYBENTLEY SYS INC$12,3240.00%236CommonSOLE
278768106SATSECHOSTAR CORP$12,0130.00%843CommonSOLE
44332N106HTHTH WORLD GROUP LTD$11,9200.00%308CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$11,9040.00%300CommonSOLE
393657101GBXGREENBRIER COS INC$11,8790.00%228CommonSOLE
88162G103TTEKTETRA TECH INC NEW$11,8210.00%64CommonSOLE
093712107BEBLOOM ENERGY CORP$11,6000.00%1,032CommonSOLE
45784P101PODDINSULET CORP$11,4840.00%67CommonSOLE
948596101WBWEIBO CORP$11,1260.00%1,224CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$11,0580.00%600CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$11,0250.00%1,430CommonSOLE
125896100CMSCMS ENERGY CORP$10,9220.00%181CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$10,8050.00%516CommonSOLE
18915M107NETCLOUDFLARE INC$10,7480.00%111CommonSOLE
74346Y103PROPROS HOLDINGS INC$10,6450.00%293CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$10,6210.00%91CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$10,6120.00%522CommonSOLE
753422104RPDRAPID7 INC$10,3470.00%211CommonSOLE
G5509L101LIVNLIVANOVA PLC$10,2930.00%184CommonSOLE
773122106ROCKET LAB USA INC$10,2670.00%2,498CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$10,2510.00%106CommonSOLE
653656108NICENICE LTD$10,1640.00%39CommonSOLE
453204109PIIMPINJ INC$10,1440.00%79CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$10,1100.00%99CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$10,0180.00%269CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$10,0060.00%489CommonSOLE
974637100WGOWINNEBAGO INDS INC$9,9900.00%135CommonSOLE
842587107SOSOUTHERN CO$9,9720.00%139CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$9,9560.00%322CommonSOLE
91325V108UNITI GROUP INC$9,9420.00%1,685CommonSOLE
96812F110BAERWBRIDGER AEROSPACE GRP HLDGS$9,4630.00%47,317CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9,4150.00%63CommonSOLE
718172109PMPHILIP MORRIS INTL INC$9,2220.00%101CommonSOLE
737446104POSTPOST HLDGS INC$8,9280.00%84CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$8,9180.00%355CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$8,7990.00%119CommonSOLE
038923108ABRARBOR REALTY TRUST INC$8,6660.00%654CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8,4840.00%32CommonSOLE
163086101CHEFCHEFS WHSE INC$8,4740.00%225CommonSOLE
981475106WKCWORLD KINECT CORPORATION$8,3320.00%315CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$8,2080.00%124CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$8,0290.00%129CommonSOLE
722304102PDDPDD HOLDINGS INC$7,6730.00%66CommonSOLE
007973100AEISADVANCED ENERGY INDS$7,6490.00%75CommonSOLE
G4412G101HLFHERBALIFE LTD$7,6480.00%761CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7,6290.00%168CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$7,5590.00%50CommonSOLE
98139A105WKWORKIVA INC$7,5470.00%89CommonSOLE
126349109CSNCSG SYS INTL INC$7,5250.00%146CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$7,4640.00%262CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$7,4380.00%460CommonSOLE
69553P100PDPAGERDUTY INC$7,3260.00%323CommonSOLE
207410101CNMDCONMED CORP$7,2070.00%90CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$6,7870.00%63CommonSOLE
36472T109TDAYGANNETT CO INC$6,6440.00%2,723CommonSOLE
50189K103LCIILCI INDS$6,5220.00%53CommonSOLE
29404K106ENVUSDENVESTNET INC$6,3120.00%109CommonSOLE
343412102FLRFLUOR CORP NEW$6,2570.00%148CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$6,2400.00%96CommonSOLE
92276F100VTRVENTAS INC$6,2260.00%143CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6,0700.00%23CommonSOLE
698884103PARPAR TECHNOLOGY CORP$6,0330.00%133CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5,9500.00%14CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$5,8750.00%93CommonSOLE
82509L107SHOPSHOPIFY INC$5,8650.00%76CommonSOLE
553368101MPMP MATERIALS CORP$5,7630.00%403CommonSOLE
09239B109BLBLACKLINE INC$5,7480.00%89CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$5,6090.00%364CommonSOLE
122017106BURLBURLINGTON STORES INC$5,3400.00%23CommonSOLE
607525102MODNEURMODEL N INC$5,2380.00%184CommonSOLE
29355A107ENPHENPHASE ENERGY INC$5,0810.00%42CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$5,0720.00%558CommonSOLE
679295105OKTAOKTA INC$5,0220.00%48CommonSOLE
02081G201ATECALPHATEC HLDGS INC$4,9920.00%362CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$4,8440.00%266CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$4,8300.00%110CommonSOLE
45781M101INVAINNOVIVA INC$4,7400.00%311CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4,6440.00%38CommonSOLE
018802108LNTALLIANT ENERGY CORP$4,4860.00%89CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$4,2490.00%285CommonSOLE
15678U128CERE1EURCEREVEL THERAPEUTICS HLDNG I$4,1850.00%99CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$4,1330.00%30CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$4,1310.00%142CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$4,0110.00%181CommonSOLE
83304A106SNAPSNAP INC$3,9840.00%347CommonSOLE
74736L109QTWOQ2 HLDGS INC$3,9420.00%75CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$3,6680.00%42CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$3,6660.00%598CommonSOLE
48123V102ZDZIFF DAVIS INC$3,5930.00%57CommonSOLE
465741106ITRIITRON INC$3,5160.00%38CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$3,4830.00%96CommonSOLE
20717M1038QRCONFLUENT INC$3,4490.00%113CommonSOLE
387328107GVAGRANITE CONSTR INC$3,1420.00%55CommonSOLE
819047101SHAKSHAKE SHACK INC$3,1210.00%30CommonSOLE
647551100NMFCNEW MTN FIN CORP$3,0660.00%242CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2,9060.00%10CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$2,7660.00%201CommonSOLE
70931T103PMTPENNYMAC MTG INVT TR$2,6860.00%183CommonSOLE
74347Y771PROSHARES TR II$2,4900.00%394CommonSOLE
090043100BILLBILL HOLDINGS INC$2,3360.00%34CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$2,2390.00%26CommonSOLE
15677J108DAYDAYFORCE INC$2,0530.00%31CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$1,9930.00%19CommonSOLE
G18932106CPTAFCAPTIVISION INC$1,9650.00%300CommonSOLE
85208J109FUNDSPROTT FOCUS TR INC$1,7450.00%217CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$1,6940.00%40CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$1,6800.00%44CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1,6680.00%78CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$1,5240.00%43CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$1,4440.00%48CommonSOLE
98423F109XMTRXOMETRY INC$1,4190.00%84CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$1,3740.00%38CommonSOLE
53681K100LITHIUM AMERICAS ARGENTINA C$1,3580.00%252CommonSOLE
64049M209NEONEOGENOMICS INC$1,2730.00%81CommonSOLE
47074L105JAMFJAMF HLDG CORP$1,2110.00%66CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1,1640.00%16CommonSOLE
705573103PEGAPEGASYSTEMS INC$1,1640.00%18CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$1,1250.00%290CommonSOLE
40131M109GHGUARDANT HEALTH INC$1,0730.00%52CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$9180.00%141CommonSOLE
733245104PRCHPORCH GROUP INC$9090.00%211CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$8940.00%24CommonSOLE
011642105ALRMALARM COM HLDGS INC$8700.00%12CommonSOLE
92766K106IPOAGBPVIRGIN GALACTIC HOLDINGS INC$7090.00%479CommonSOLE
88339P101REALTHE REALREAL INC$6690.00%171CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$6600.00%6CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$6250.00%100CommonSOLE
405024100HAEHAEMONETICS CORP MASS$5970.00%7CommonSOLE
550424105LUMINAR TECHNOLOGIES INC$4370.00%222CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$4080.00%66CommonSOLE
68213N109OMCLOMNICELL COM$3800.00%13CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$3550.00%5CommonSOLE
76029L100RPAYREPAY HLDGS CORP$3410.00%31CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$3390.00%70CommonSOLE
71375U101PRFTUSDPERFICIENT INC$3380.00%6CommonSOLE
87874R100EFTTECHTARGET INC$2980.00%9CommonSOLE
91688F104UPWKUPWORK INC$2820.00%23CommonSOLE
477143101JBLUJETBLUE AWYS CORP$2750.00%37CommonSOLE
55273C107MINMFS INTER INCOME TR$2660.00%100CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$2480.00%7CommonSOLE
05988J103BANDBANDWIDTH INC$2370.00%13CommonSOLE
78573M104SABRSABRE CORP$2270.00%94CommonSOLE
229050307CYRXCRYOPORT INC$2120.00%12CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$2050.00%7CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$1730.00%57CommonSOLE
761330109RVNCEURREVANCE THERAPEUTICS INC$1620.00%33CommonSOLE
88331L108SKINTHE BEAUTY HEALTH COMPANY$1600.00%36CommonSOLE
85859N102STEM INC$1420.00%65CommonSOLE
G3R95P116OIOWWESGL HLDGS LTD$1340.00%20,000CommonNONE
91332U101UUNITY SOFTWARE INC$1070.00%4CommonSOLE
46267X108IQIQIYI INC$890.00%21CommonSOLE
89151E109TTENTOTALENERGIES SE$690.00%1CommonSOLE
87918A105TDOCTELADOC HEALTH INC$600.00%4CommonSOLE
90187B804TWOTWO HBRS INVT CORP$530.00%4CommonSOLE
08975P108CMRCBIGCOMMERCE HLDGS INC$480.00%7CommonSOLE
75737F108RDFNREDFIN CORP$470.00%7CommonSOLE
31188V100FSLYFASTLY INC$390.00%3CommonSOLE
896945201TRIPTRIPADVISOR INC$280.00%1CommonSOLE
91680M107UPSTUPSTART HLDGS INC$270.00%1CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$200.00%1CommonSOLE
G1901X108HTCOCARAVELLE INTERNATIONAL GROU$140.00%25CommonSOLE
35953D104FUBOGBPFUBOTV INC$130.00%8CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$110.00%1CommonSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$30.00%1CommonSOLE

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.