MondegarAI
DeepCurrents Investment Group LLC

Q3 2025 · 13F-HR

DeepCurrents Investment Group LLCholdings as filed

Filed 2025-11-14 · accession 0001420506-25-003336

$3.90B
Reported value
152
Positions
2025-09-30
Period end
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The Brief · DeepCurrents Investment Group LLC · Q3 2025

AI · grounded in 13F

DeepCurrents Investment Group LLC closed its position in [[stock:MIDD 1 09/01/25]] for a reduction of $79.2M. The fund established new positions in [[stock:MSTR 0.625 09/15/28]] and [[stock:HALO 0.25 03/01/27]], adding $86.5M and $51.6M respectively. Other notable exits include closing positions in [[stock:VRNS 1.25 08/15/25]] and INNOVIVA INC.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$290.4M7.45%12,000CALLSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP$229.1M5.88%50,576,000CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$168.4M4.32%85,206,000CommonSOLE
66980MAB2NVMI 0 10/15/25NOVA LTD$147.9M3.79%34,500,000CommonSOLE
86333MAA6LRN 1.125 09/01/27STRIDE INC$108.2M2.78%38,300,000CommonSOLE
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$86.7M2.22%70,427,000CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$86.5M2.22%63,128,000CommonSOLE
594972AQ4MSTR 0.625 09/15/28STRATEGY INC$86.5M2.22%45,655,000CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$83.3M2.14%80,933,000CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$82.7M2.12%83,213,000CommonSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$75.4M1.93%60,601,000CommonSOLE
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$69.1M1.77%69,468,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$66.6M1.71%1,000CALLSOLE
56087FAB0MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS$60.1M1.54%24,676,000CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$56.1M1.44%62,164,000CommonSOLE
98139AAD7WK 1.25 08/15/28WORKIVA INC$55.9M1.43%56,500,000CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$51.6M1.32%45,017,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$51.5M1.32%55,000,000CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$48.5M1.25%50,952,000CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$47.2M1.21%47,447,000CommonSOLE
03753UAB2APLS 3.5 09/15/26APELLIS PHARMACEUTICALS INC$45.9M1.18%44,194,000CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GROUP INC$43.8M1.12%30,824,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$43.7M1.12%44,334,000CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$42.6M1.09%40,948,000CommonSOLE
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$41.8M1.07%27,800,000CommonSOLE
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$41.4M1.06%35,000,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$40.8M1.05%42,500,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$40.7M1.04%6,256CALLSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$40.0M1.03%42,500,000CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$37.7M0.97%33,884,000CommonSOLE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$36.1M0.93%38,269,000CommonSOLE
733245AD6PRCH 9 05/15/30PORCH GROUP INC$36.1M0.93%24,100,000CommonSOLE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$35.4M0.91%25,894,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$34.9M0.89%38,250,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$34.2M0.88%17,494CALLSOLE
767292105RIOTRIOT PLATFORMS INC$33.6M0.86%17,632CALLSOLE
401617AF2GES 3.75 04/15/28GUESS INC$33.0M0.85%33,249,000CommonSOLE
163086AE1CHEF 2.375 12/15/28CHEFS WHSE INC$32.1M0.82%22,173,000CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$32.1M0.82%30,500,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$31.1M0.80%31,745,000CommonSOLE
74736LAF6QTWO 0.125 11/15/25Q2 HLDGS INC$31.1M0.80%31,402,000CommonSOLE
594972AJ0MSTR 0.625 03/15/30STRATEGY INC$30.7M0.79%13,700,000CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$30.7M0.79%31,422,000CommonSOLE
278768106SATSECHOSTAR CORP$30.5M0.78%4,000CALLSOLE
698884AE3PAR 1.5 10/15/27PAR TECHNOLOGY CORP$29.9M0.77%31,000,000CommonSOLE
88688TAC4TLRY 5.2 06/15/27TILRAY BRANDS INC$28.0M0.72%25,050,000CommonSOLE
69366JAD3PTCT 1.5 09/15/26PTC THERAPEUTICS INC$27.5M0.70%21,401,000CommonSOLE
55955DAB6MGNI 0.25 03/15/26MAGNITE INC$27.3M0.70%28,000,000CommonSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$26.9M0.69%28,167,000CommonSOLE
38268TAD5GPRO 1.25 11/15/25GOPRO INC$25.0M0.64%25,110,000CommonSOLE
46333XAH1IRWD 1.5 06/15/26IRONWOOD PHARMACEUTICALS INC$24.4M0.62%27,000,000CommonSOLE
464288513HYGISHARES TR$24.4M0.62%3,000PUTSOLE
75737FAE8RDFN 0.5 04/01/27REDFIN CORP$24.1M0.62%26,000,000CommonSOLE
606710AA9MITK 0.75 02/01/26MITEK SYS INC$23.3M0.60%23,755,000CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$23.1M0.59%24,500,000CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$22.6M0.58%21,482,000CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$22.4M0.57%23,000,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$22.4M0.57%1,200PUTSOLE
88160R101TSLATESLA INC$22.2M0.57%500CALLSOLE
194014AB2ENOV 3.875 10/15/28ENOVIS CORPORATION$22.2M0.57%22,500,000CommonSOLE
35953DAB0FUBO 3.25 02/15/26FUBOTV INC$21.6M0.55%21,833,000CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$21.3M0.55%23,029,000CommonSOLE
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$20.8M0.53%16,500,000CommonSOLE
500767306KWEBKRANESHARES TRUST$19.7M0.51%4,700CALLSOLE
38341PAA0GOSS 5 06/01/27GOSSAMER BIO INC$19.7M0.51%27,860,000CommonSOLE
31188VAB6FSLY 0 03/15/26FASTLY INC$19.5M0.50%20,000,000CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$19.2M0.49%15,338,000CommonSOLE
594972408MSTRSTRATEGY INC$18.4M0.47%570PUTSOLE
Q4982L109IRENIREN LIMITED$18.3M0.47%3,900PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$17.9M0.46%2,000PUTSOLE
465741AN6ITRI 0 03/15/26ITRON INC$17.3M0.44%16,290,000CommonSOLE
56501R106MFCMANULIFE FINL CORP$16.6M0.43%5,324PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$16.1M0.41%1,807CALLSOLE
23804L103DDOGDATADOG INC$15.7M0.40%1,100PUTSOLE
00206R102TAT&T INC$15.5M0.40%9,850PUTSOLE
464287655IWMISHARES TR$14.7M0.38%609PUTSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$14.2M0.36%8,500,000CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$13.9M0.36%14,021,000CommonSOLE
92189F692PPHVANECK ETF TRUST$13.6M0.35%1,500PUTSOLE
53680QAA6LARCN 1.75 01/15/27LITHIUM ARGENTINA AG$13.5M0.35%14,655,000CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$12.8M0.33%11,150,000CommonSOLE
682143AK8OMER 9.5 06/15/29OMEROS CORP$12.5M0.32%14,614,000CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$12.3M0.31%3,900,000CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$11.4M0.29%12,500,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$11.2M0.29%1,000CALLSOLE
29975EAD1EB 0.75 09/15/26EVENTBRITE INC$11.0M0.28%11,625,000CommonSOLE
47215P106JDJD.COM INC$10.6M0.27%3,042CALLSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$10.6M0.27%800PUTSOLE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$10.3M0.27%49,198,000CommonSOLE
65249B109NWSANEWS CORP NEW$10.2M0.26%332,204CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$9.8M0.25%9,800,000CommonSOLE
163072AA9CAKE 0.375 06/15/26CHEESECAKE FACTORY INC$9.4M0.24%9,491,000CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$9.3M0.24%70,350CommonSOLE
00214Q104ARKKARK ETF TR$9.1M0.23%1,050PUTSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$9.0M0.23%9,224,000CommonSOLE
093712107BEBLOOM ENERGY CORP$8.8M0.23%1,040PUTSOLE
29664WAB1ESPR 4 11/15/25ESPERION THERAPEUTICS INC NE$8.3M0.21%8,396,000CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$8.2M0.21%8,000,000CommonSOLE
399473AH0GRPN 6.25 03/15/27 *GROUPON INC$8.1M0.21%6,996,000CommonSOLE
02081GAB8ATEC 0.75 08/01/26ALPHATEC HLDGS INC$7.8M0.20%7,433,000CommonSOLE
654106103NKENIKE INC$7.0M0.18%1,000CALLSOLE
05534B760BCEBCE INC$5.8M0.15%2,500PUTSOLE
05534B760BCEBCE INC$5.8M0.15%2,500CALLSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$5.8M0.15%1,182CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.8M0.15%316PUTSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$5.7M0.15%6,750,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$5.2M0.13%43,116CommonSOLE
97785W106WOLFWOLFSPEED INC$5.0M0.13%176,231CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.9M0.13%2,000CALLSOLE
46435G334EWUISHARES TR$4.2M0.11%1,000PUTSOLE
093712AM9BE 3 06/01/29BLOOM ENERGY CORP$4.1M0.11%1,000,000CommonSOLE
00206R102TAT&T INC$3.7M0.10%235,586CommonSOLE
565788106MARAMARA HOLDINGS INC$3.7M0.09%2,000CALLSOLE
759916AD1RGEN 1 12/15/28REPLIGEN CORP$3.6M0.09%3,574,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$3.6M0.09%2,000CALLSOLE
14161WAD7CDLX 4.25 04/01/29CARDLYTICS INC$3.6M0.09%6,610,000CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.9M0.07%34,951CommonSOLE
29975EAB5EB 5 12/01/25EVENTBRITE INC$2.8M0.07%2,800,000CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$2.8M0.07%1,000CALLSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$2.6M0.07%199,103CommonSOLE
04546CAB2ASRT 6.5 09/01/27ASSERTIO HOLDINGS INC$2.5M0.07%2,750,000CommonSOLE
88080T104WULFTERAWULF INC$2.3M0.06%2,000CALLSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$2.2M0.06%3,000CALLSOLE
131193AE4CALY 2.75 05/01/26TOPGOLF CALLAWAY BRANDS CORP$2.2M0.06%2,250,000CommonSOLE
45783QAB6NOTV 3.25 10/15/27INOTIV INC$2.0M0.05%8,455,000CommonSOLE
30050BAJ0EVH 4.5 08/15/31EVOLENT HEALTH INC$2.0M0.05%2,000,000CommonSOLE
98986MAD5ZYXI 5 05/15/26ZYNEX INC$2.0M0.05%3,500,000CommonSOLE
30050BAH4EVH 3.5 12/01/29EVOLENT HEALTH INC$2.0M0.05%2,407,000CommonSOLE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$1.9M0.05%2,000,000CommonSOLE
88554DAD8DDD 0 11/15/263D SYS CORP DEL$1.8M0.05%1,981,000CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.4M0.04%69,831CommonSOLE
69331C108PCGPG&E CORP$1.3M0.03%892CALLSOLE
011642105ALRMALARM COM HLDGS INC$1.2M0.03%22,240CommonSOLE
08862E109BYNDBEYOND MEAT INC$1.1M0.03%5,922PUTSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$963,5000.02%500PUTSOLE
76029N106REPLREPLIMUNE GROUP INC$839,6760.02%2,004CALLSOLE
097023105BABOEING CO$784,1100.02%3,633CommonSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$782,0360.02%2,026PUTSOLE
008073AA6AVAV 0 07/15/30AEROVIRONMENT INC$613,9590.02%497,000CommonSHARED
55306N104MKSIMKS INC.$594,0960.02%48CALLSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$566,8080.01%1,243CommonSOLE
682143102OMEROMEROS CORP$495,7640.01%120,918CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$488,3100.01%733CommonSHARED
56501R106MFCMANULIFE FINL CORP$405,9720.01%13,037CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$355,1310.01%7,516CommonSOLE
04010L103ARCCARES CAPITAL CORP$347,1130.01%17,007CommonSOLE
464286772EWYISHARES INC$243,3440.01%3,038CommonSOLE
550424303LAZRQLUMINAR TECHNOLOGIES INC$207,3440.01%108,557CommonSHARED
47100L301DFDVDEFI DEVELOPMENT CORP$154,0190.00%10,060CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$85,2450.00%11,504CommonSOLE
G1281K114SLXNWSILEXION THERAPEUTICS CORP$48,2220.00%14,183CALLSOLE
L64875112MLECWMOOLEC SCIENCE SA$15,9970.00%16,313CALLSOLE

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.