MondegarAI
EQUITEC PROPRIETARY MARKETS, LLC

Q1 2026 · 13F-HR

EQUITEC PROPRIETARY MARKETS, LLCholdings as filed

Filed 2026-05-11 · accession 0001420506-26-000917

$187.1M
Reported value
81
Positions
2026-03-31
Period end
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The Brief · EQUITEC PROPRIETARY MARKETS, LLC · Q1 2026

AI · grounded in 13F

EQUITEC PROPRIETARY MARKETS, LLC closed its position in NFLX, reducing exposure by $93.76M. The fund established new positions in ACLXGBX for $32.96M and ZIM for $20.46M. Additionally, the fund exited positions in CDTX and AVDL, while increasing its share count in HO1 by 362.61%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
436440101HO1HOLOGIC INC$34.5M18.5%457,000PUTSOLE
03940C100ACLXGBXARCELLX INC$23.6M12.6%205,300CALLSOLE
285512109EAELECTRONIC ARTS INC$16.9M9.05%83,100CALLSOLE
436440101HO1HOLOGIC INC$16.4M8.79%217,567CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$9.9M5.30%376,700PUTSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$9.6M5.14%364,700CommonSOLE
70975L107PENPENUMBRA INC$8.1M4.35%24,800CALLSOLE
285512109EAELECTRONIC ARTS INC$6.7M3.56%32,700PUTSOLE
880881107430TERNS PHARMACEUTICALS INC$6.4M3.43%121,800PUTSOLE
03940C100ACLXGBXARCELLX INC$5.5M2.96%48,200PUTSOLE
880881107430TERNS PHARMACEUTICALS INC$5.3M2.83%100,500CommonSOLE
436440101HO1HOLOGIC INC$5.1M2.71%67,000CALLSOLE
70975L107PENPENUMBRA INC$4.7M2.49%14,200PUTSOLE
097023105BABOEING CO$4.0M2.13%20,000PUTSOLE
03940C100ACLXGBXARCELLX INC$3.9M2.06%33,574CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$3.1M1.68%52,600PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.1M1.68%50,000CALLSOLE
87265H109T86TRI POINTE HOMES INC$1.6M0.84%33,800PUTSOLE
87265H109T86TRI POINTE HOMES INC$1.4M0.76%30,600CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.4M0.75%50,900PUTSOLE
97785W106WOLFWOLFSPEED INC$1.3M0.67%77,000PUTSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.0M0.54%24,700PUTSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$922,2500.49%35,000CALLSOLE
70975L107PENPENUMBRA INC$919,7640.49%2,801CommonSOLE
98585N106YEXTYEXT INC$897,0240.48%233,600PUTSOLE
98585N106YEXTYEXT INC$877,8240.47%228,600CommonSOLE
00130H105AESAES CORP$859,4900.46%61,000CommonSOLE
00130H105AESAES CORP$859,4900.46%61,000PUTSOLE
10922N103BHFBRIGHTHOUSE FINL INC$839,5180.45%14,020CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$831,6340.44%20,200CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$696,5250.37%11,100CommonSOLE
97785W106WOLFWOLFSPEED INC$660,9600.35%40,500CALLSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$605,1990.32%14,700CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$598,8000.32%10,000CALLSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$448,2940.24%49,700CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$433,8680.23%15,800CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$375,0010.20%7,300CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$375,0010.20%7,300PUTSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$323,0000.17%19,000PUTSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$322,9160.17%35,800CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$322,9160.17%35,800PUTSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$281,9600.15%38,000PUTSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$239,7000.13%14,100CommonSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$144,6900.08%19,500CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$137,3000.07%5,000CALLSOLE
87265H109T86TRI POINTE HOMES INC$70,0950.04%1,500CALLSOLE
464287432TLTISHARES TR$69,3520.04%800CommonSOLE
52634L108LNSRLENSAR INC$59,6000.03%10,000CommonSOLE
52634L108LNSRLENSAR INC$59,6000.03%10,000PUTSOLE
825690100SSTKSHUTTERSTOCK INC$53,1520.03%3,200CommonSOLE
574795100MASIMASIMO CORP$35,5740.02%200CALLSOLE
02079K107GOOGALPHABET INC$28,6860.02%100CommonSOLE
08975B117BBAI/WSBIGBEAR AI HLDGS INC$25,8920.01%57,500CommonSOLE
53838J113LVWR/WSLIVEWIRE GROUP INC$19,8920.01%397,848CommonSOLE
71715X203PMCBPHARMACYTE BIOTECH INC$14,7900.01%22,227CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$9,3400.00%2,000CommonSOLE
05453N100AWREAWARE INC MASS$8,7500.00%7,000CommonSOLE
654484153NIOBWNIOCORP DEVS LTD$6,8400.00%4,000CommonSOLE
03211Q143AMPGZAMPLITECH GROUP INC$5,5790.00%46,493CommonSOLE
03211Q135AMPGRAMPLITECH GROUP INC$5,3370.00%53,374CommonSOLE
88166A870WEATTEUCRIUM COMMODITY TR$4,7140.00%200CommonSOLE
81211K100SDASEALED AIR CORP NEW$4,2050.00%100CALLSOLE
47215P106JDJD.COM INC$3,6960.00%125CommonSOLE
36467W109GMEGAMESTOP CORP$2,8800.00%125CommonSOLE
032108474MJAMPLIFY ETF TR$1,9110.00%83CommonSOLE
M0740A116DRTSWALPHA TAU MEDICAL LTD$1,9000.00%1,900CommonSOLE
78573M104SABRSABRE CORP$1,4500.00%1,000CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1,3010.00%2CommonSOLE
683712137OPENLOPENDOOR TECHNOLOGIES INC$1,2300.00%5,000CommonSOLE
419870100HEHAWAIIAN ELEC INDS INC MTN B$1,1130.00%75CommonSOLE
74347Y680UVXYPROSHARES TR II$1,0460.00%20CommonSOLE
81256L112ICUCWSEASTAR MEDICAL HOLDING CORP$1,0280.00%35,700CommonSOLE
97785W106WOLFWOLFSPEED INC$9300.00%57CommonSOLE
09248D112BUI-RBLACKROCK UTILS INFRASTRUCTU$8000.00%100,000CommonSOLE
18452B118CLSKWCLEANSPARK INC$5010.00%2,045CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$1470.00%150CommonSOLE
862945300ASSTSTRIVE INC$800.00%8CommonSOLE
06682J118BNZIWBANZAI INTERNATIONAL INC$650.00%5,000CommonSOLE
36467W117GME/WSGAMESTOP CORP NEW$460.00%12CommonSOLE
G0369L119ANGHWANGHAMI INC$310.00%2,500CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$010,500PUTSOLE

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.