MondegarAI
CAPSTONE INVESTMENT ADVISORS, LLC

Q1 2026 · 13F-HR

CAPSTONE INVESTMENT ADVISORS, LLCholdings as filed

Filed 2026-05-15 · accession 0001426196-26-000003

$57.41B
Reported value
1,558
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · CAPSTONE INVESTMENT ADVISORS, LLC · Q1 2026

AI · grounded in 13F

CAPSTONE INVESTMENT ADVISORS, LLC increased its position in LQD by 568.69%. The fund also accumulated shares of QQQ by 258.47% and MSFT by 160.86%. Conversely, the fund trimmed its holdings in IWM by 75.69% and AMD by 66.11%.

Holdings as filed

First 500 of 1558

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$9.99B17.4%15,366,400PUTSHARED
46090E103QQQINVESCO QQQ TR$9.73B16.9%16,859,400PUTSHARED
46090E103QQQINVESCO QQQ TR$5.63B9.81%9,756,800CALLSHARED
023135106AMZNAMAZON COM INC$1.50B2.60%7,180,600PUTSHARED
67066G104NVDANVIDIA CORPORATION$1.43B2.48%8,179,700PUTSHARED
594918104MSFTMICROSOFT CORP$1.27B2.21%3,420,600PUTSHARED
023135106AMZNAMAZON COM INC$1.20B2.09%5,769,310CommonSHARED
594918104MSFTMICROSOFT CORP$1.03B1.79%2,773,897CommonSHARED
464287200IVVISHARES TR$1.02B1.77%1,557,834CommonSHARED
037833100AAPLAPPLE INC$877.3M1.53%3,456,800PUTSHARED
88160R101TSLATESLA INC$807.0M1.41%2,170,900PUTSHARED
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$752.7M1.31%74,347,000CommonSHARED
78462F103SPYSTATE STR SPDR S&P 500 ETF T$737.4M1.28%1,133,800CALLSHARED
67066G104NVDANVIDIA CORPORATION$700.3M1.22%4,015,308CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$576.5M1.00%80,500,000CommonSHARED
464287242LQDISHARES TR$556.8M0.97%5,108,800PUTSHARED
88160R101TSLATESLA INC$540.6M0.94%1,454,100CommonSHARED
02079K107GOOGALPHABET INC$530.4M0.92%1,849,100PUTSHARED
922908363VOOVANGUARD INDEX FDS$511.1M0.89%855,335CommonSHARED
02079K305GOOGLALPHABET INC$489.8M0.85%1,703,200PUTSHARED
464287184FXIISHARES TR$419.8M0.73%11,692,800PUTSHARED
67066G104NVDANVIDIA CORPORATION$417.7M0.73%2,394,900CALLSHARED
464287655IWMISHARES TR$399.3M0.70%1,610,000PUTSHARED
78462F103SPYSTATE STR SPDR S&P 500 ETF T$385.9M0.67%593,324CommonSHARED
464287184FXIISHARES TR$360.8M0.63%10,049,600CALLSHARED
464288513HYGISHARES TR$355.4M0.62%4,467,200PUTSHARED
81369Y605XLFSELECT SECTOR SPDR TR$351.7M0.61%7,123,800PUTSHARED
023135106AMZNAMAZON COM INC$297.4M0.52%1,427,800CALLSHARED
81369Y605XLFSELECT SECTOR SPDR TR$290.0M0.51%5,873,400CALLSHARED
30303M102METAMETA PLATFORMS INC$286.6M0.50%501,000PUTSHARED
934423104WBDWARNER BROS DISCOVERY INC$280.2M0.49%10,205,000CommonSHARED
594918104MSFTMICROSOFT CORP$277.7M0.48%750,200CALLSHARED
934423104WBDWARNER BROS DISCOVERY INC$253.1M0.44%9,218,800PUTSHARED
464287234EEMISHARES TR$252.9M0.44%4,453,100PUTSHARED
037833100AAPLAPPLE INC$250.3M0.44%986,365CommonSHARED
88160R101TSLATESLA INC$247.9M0.43%666,800CALLSHARED
02079K107GOOGALPHABET INC$240.6M0.42%838,609CommonSHARED
11135F101AVGOBROADCOM INC$229.6M0.40%741,700PUTSHARED
N97284108NBISNEBIUS GROUP N.V.$224.2M0.39%2,161,000PUTSHARED
037833100AAPLAPPLE INC$203.8M0.35%802,900CALLSHARED
464286400EWZISHARES INC$202.9M0.35%5,285,200PUTSHARED
007903107AMDADVANCED MICRO DEVICES INC$198.1M0.35%973,900PUTSHARED
02079K305GOOGLALPHABET INC$196.7M0.34%684,171CommonSHARED
30303M102METAMETA PLATFORMS INC$194.0M0.34%339,072CommonSHARED
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$187.3M0.33%52,388,000CommonSHARED
30303M102METAMETA PLATFORMS INC$176.9M0.31%309,200CALLSHARED
02079K107GOOGALPHABET INC$156.4M0.27%545,100CALLSHARED
30231G102XOMEXXON MOBIL CORP$148.2M0.26%873,500PUTSHARED
007903107AMDADVANCED MICRO DEVICES INC$145.6M0.25%715,929CommonSHARED
595112103MUMICRON TECHNOLOGY INC$141.3M0.25%418,100PUTSHARED
46438F101IBITISHARES BITCOIN TRUST ETF$137.2M0.24%3,570,000PUTSHARED
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$134.8M0.23%34,532,000CommonSHARED
78468R556XOPSPDR SERIES TRUST$132.2M0.23%727,100PUTSHARED
68389X105ORCLORACLE CORP$130.1M0.23%884,183CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$124.5M0.22%423,300PUTSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$117.2M0.20%244,500PUTSHARED
11135F101AVGOBROADCOM INC$117.0M0.20%377,895CommonSHARED
464287465EFAISHARES TR$113.6M0.20%1,169,200CALLSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$107.0M0.19%731,700PUTSHARED
18915MAC1NET 0 08/15/26CLOUDFLARE INC$107.0M0.19%91,250,000CommonSHARED
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$98.0M0.17%54,372,000CommonSHARED
11135F101AVGOBROADCOM INC$95.4M0.17%308,300CALLSHARED
532457108LLYELI LILLY & CO$87.7M0.15%95,300PUTSHARED
478160104JNJJOHNSON & JOHNSON$86.9M0.15%355,700PUTSHARED
604749AB7MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC$80.8M0.14%27,000,000CommonSHARED
458140100INTCINTEL CORP$79.8M0.14%1,808,200PUTSHARED
464287465EFAISHARES TR$77.2M0.13%794,700PUTSHARED
12653CAG3CNX 2.25 05/01/26CNX RES CORP$72.2M0.13%23,604,000CommonSHARED
02079K305GOOGLALPHABET INC$72.0M0.13%250,500CALLSHARED
64110L106NFLXNETFLIX INC.$71.6M0.12%744,200PUTSHARED
81369Y506XLESELECT SECTOR SPDR TR$71.3M0.12%1,163,460CommonSHARED
931142103WMTWALMART INC$71.0M0.12%571,400PUTSHARED
166764100CVXCHEVRON CORPORATION$71.0M0.12%343,000PUTSHARED
060505104BACBANK AMERICA CORP$68.2M0.12%1,398,500PUTSHARED
163086AE1CHEF 2.375 12/15/28CHEFS WHSE INC$61.2M0.11%41,411,000CommonSHARED
947890109WBSWEBSTER FINL CORP$59.0M0.10%849,500CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$56.5M0.10%233,200PUTSHARED
92826C839VVISA INC$55.9M0.10%184,800PUTSHARED
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$54.0M0.09%54,019,000CommonSHARED
23282WAA8CYTKCYTOKINETICS INC$53.9M0.09%8,631,000CommonSHARED
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$52.3M0.09%54,243,000CommonSHARED
038222105AMATAPPLIED MATLS INC$51.3M0.09%150,200PUTSHARED
68389X105ORCLORACLE CORP$51.3M0.09%348,800PUTSHARED
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$51.0M0.09%34,659,000CommonSHARED
207410AH4CNMD 2.25 06/15/27CONMED CORP$51.0M0.09%52,500,000CommonSHARED
172967424CCITIGROUP INC$50.8M0.09%447,600PUTSHARED
753422AF1RPD 0.25 03/15/27RAPID7 INC$50.4M0.09%53,390,000CommonSHARED
464287655IWMISHARES TR$50.3M0.09%202,900CALLSHARED
149123101CATCATERPILLAR INC$50.1M0.09%70,700PUTSHARED
36262G101GXOGXO LOGISTICS INCORPORATED$50.0M0.09%964,467CommonSHARED
742718109PGPROCTER & GAMBLE CO$48.2M0.08%333,500PUTSHARED
92826C839VVISA INC$48.1M0.08%159,200CALLSHARED
285512109EAELECTRONIC ARTS INC$47.9M0.08%235,000CommonSHARED
58933Y105MRKMERCK & CO INC$47.8M0.08%397,200PUTSHARED
98422EAB9XERS 8 07/15/28XERIS BIOPHARMA HOLDINGS INC$47.2M0.08%23,074,000CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$46.9M0.08%320,818CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$46.5M0.08%767,000PUTSHARED
49177J102KVUEKENVUE INC$45.9M0.08%2,664,593CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$44.9M0.08%89,900PUTSHARED
512807306LRCXLAM RESEARCH CORP$44.2M0.08%207,100PUTSHARED
949746101WMT2WELLS FARGO & CO$43.5M0.08%545,900PUTSHARED
75513E101RTXRTX CORPORATION$42.7M0.07%221,500PUTSHARED
38141G104GSGOLDMAN SACHS GROUP INC$41.9M0.07%49,500PUTSHARED
69366JAD3PTCT 1.5 09/15/26PTC THERAPEUTICS INC$41.6M0.07%31,200,000CommonSHARED
464287234EEMISHARES TR$41.4M0.07%728,967CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$41.1M0.07%41,200PUTSHARED
30034WAD8EVRG 4.5 12/15/27EVERGY INC$40.5M0.07%30,000,000CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$40.5M0.07%40,600CALLSHARED
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$39.7M0.07%41,762,000CommonSHARED
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$39.6M0.07%32,871,000CommonSHARED
00287Y109ABBVABBVIE INC$39.4M0.07%181,200PUTSHARED
697435105PANWPALO ALTO NETWORKS INC$39.4M0.07%245,700PUTSHARED
36828A101GEVGE VERNOVA INC$38.4M0.07%44,000PUTSHARED
464287184FXIISHARES TR$37.6M0.07%1,046,789CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$36.8M0.06%151,717CommonSHARED
437076102HDHOME DEPOT INC$36.7M0.06%111,700PUTSHARED
931142103WMTWALMART INC$36.3M0.06%292,400CALLSHARED
013872106AAALCOA CORP$36.1M0.06%543,665CommonSHARED
79466L302CRMSALESFORCE INC$36.0M0.06%192,900CALLSHARED
497266106KEXKIRBY CORP$35.0M0.06%263,609CommonSHARED
31428X106FDXFEDEX CORP$34.3M0.06%96,300PUTSHARED
16115Q308GTLSCHART INDS INC$33.7M0.06%163,000CommonSHARED
617446448MSMORGAN STANLEY$33.5M0.06%203,500PUTSHARED
79466L302CRMSALESFORCE INC$33.3M0.06%178,500PUTSHARED
65339F101NEENEXTERA ENERGY INC$32.8M0.06%353,000PUTSHARED
191216100KOCOCA COLA CO$32.5M0.06%427,900PUTSHARED
713448108PEPPEPSICO INC$32.0M0.06%206,100PUTSHARED
46982L108JJACOBS SOLUTIONS INC$31.8M0.06%249,968CommonSHARED
00724F101ADBEADOBE INC$31.4M0.05%129,200PUTSHARED
92343V104VZVERIZON COMMUNICATIONS INC$31.2M0.05%621,400PUTSHARED
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$30.9M0.05%26,979,000CommonSHARED
81141RAG5SEALTD 0.25 09/15/26SEA LTD$30.4M0.05%31,000,000CommonSHARED
G54950103LINLINDE PLC$29.3M0.05%59,200PUTSHARED
550021109LULULULULEMON ATHLETICA INC$28.8M0.05%188,300PUTSHARED
30231G102XOMEXXON MOBIL CORP$28.5M0.05%168,100CALLSHARED
17275R102CSCOCISCO SYS INC$28.4M0.05%365,600PUTSHARED
90353T100UBERUBER TECHNOLOGIES INC$28.1M0.05%391,200PUTSHARED
060505104BACBANK AMERICA CORP$28.0M0.05%574,000CALLSHARED
369604301GEGE AEROSPACE$28.0M0.05%98,600PUTSHARED
46625H100JPMJPMORGAN CHASE & CO$28.0M0.05%95,100CALLSHARED
747525103QCOMQUALCOMM INC$27.6M0.05%214,500PUTSHARED
91324P102UNHUNITEDHEALTH GROUP INC$27.4M0.05%101,100PUTSHARED
81762P102NOWSERVICENOW INC$27.2M0.05%260,200PUTSHARED
48242W106KBRKBR INC$26.5M0.05%719,413CommonSHARED
64110L106NFLXNETFLIX INC.$25.4M0.04%263,700CALLSHARED
68389X105ORCLORACLE CORP$25.2M0.04%171,200CALLSHARED
78464A698KRESPDR SERIES TRUST$24.8M0.04%381,043CommonSHARED
718172109PMPHILIP MORRIS INTL INC$24.7M0.04%149,100PUTSHARED
00206R102TAT&T INC$24.3M0.04%837,300PUTSHARED
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$23.8M0.04%16,000,000CommonSHARED
20825C104COPCONOCOPHILLIPS$23.8M0.04%180,100PUTSHARED
45781MAD3INVA 2.125 03/15/28INNOVIVA INC$22.8M0.04%21,000,000CommonSHARED
565788AD8MARA 2.125 09/01/31MARA HOLDINGS INC$22.4M0.04%26,327,000CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$22.3M0.04%310,031CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.3M0.04%46,500CALLSHARED
654106103NKENIKE INC$22.1M0.04%419,000CALLSHARED
550021109LULULULULEMON ATHLETICA INC$22.1M0.04%144,317CommonSHARED
031162100AMGNAMGEN INC$22.0M0.04%62,600PUTSHARED
343412102FLRFLUOR CORP$22.0M0.04%471,937CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.8M0.04%44,400PUTSHARED
461202103INTUINTUIT$21.6M0.04%50,000PUTSHARED
573874104MRVLMARVELL TECHNOLOGY INC$21.5M0.04%217,500PUTSHARED
01609W102BABAALIBABA GROUP HLDG LTD$21.5M0.04%171,500PUTSHARED
580135101MCDMCDONALDS CORP$21.4M0.04%69,000PUTSHARED
717081103PFEPFIZER INC$21.3M0.04%759,100PUTSHARED
80004C200SNDKSANDISK CORP$21.2M0.04%33,300PUTSHARED
594972AN1MSTR 2.25 06/15/32STRATEGY INC$21.0M0.04%20,500,000CommonSHARED
02081GAB8ATEC 0.75 08/01/26ALPHATEC HLDGS INC$20.7M0.04%20,904,000CommonSHARED
00724F101ADBEADOBE INC$20.6M0.04%84,715CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$20.2M0.04%40,342CommonSHARED
737446AT1POST 2.5 08/15/27POST HLDGS INC$20.1M0.03%18,500,000CommonSHARED
872540109TJXTJX COS INC NEW$20.0M0.03%125,100PUTSHARED
86333MAA6LRN 1.125 09/01/27STRIDE INC$19.8M0.03%11,500,000CommonSHARED
35671D857FCXFREEPORT MCMORAN INC$19.7M0.03%334,400PUTSHARED
254687106DISDISNEY WALT CO$19.7M0.03%203,900PUTSHARED
983793100XPOXPO INC$19.6M0.03%100,800PUTSHARED
02081GAD4ATEC 0.75 03/15/30ALPHATEC HLDGS INC$19.3M0.03%18,800,000CommonSHARED
855244109SBUXSTARBUCKS CORP$19.3M0.03%215,300PUTSHARED
032654105ADIANALOG DEVICES INC$19.3M0.03%60,600PUTSHARED
60770K107MRNAMODERNA INC$19.3M0.03%379,100PUTSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$19.1M0.03%48,900PUTSHARED
595112103MUMICRON TECHNOLOGY INC$19.1M0.03%56,500CALLSHARED
09290D101BLKBLACKROCK INC$19.0M0.03%19,800PUTSHARED
244199105DEDEERE & CO$19.0M0.03%33,700PUTSHARED
759509102RSRELIANCE INC$18.7M0.03%61,560CommonSHARED
375558103GILDGILEAD SCIENCES INC$18.6M0.03%133,700PUTSHARED
343412AJ1FLR 1.125 08/15/29FLUOR CORP$18.5M0.03%15,000,000CommonSHARED
842587DZ7SO 4.5 06/15/27SOUTHERN CO$18.3M0.03%16,500,000CommonSHARED
17275R102CSCOCISCO SYS INC$18.3M0.03%236,100CALLSHARED
46090E103QQQINVESCO QQQ TR$18.2M0.03%31,488CommonSHARED
595112103MUMICRON TECHNOLOGY INC$18.0M0.03%53,392CommonSHARED
12572Q105CMECME GROUP INC$17.9M0.03%60,620CommonSHARED
911312106UPSUNITED PARCEL SVCS INC$17.8M0.03%180,500PUTSHARED
770700102HOODROBINHOOD MKTS INC$17.7M0.03%256,054CommonSHARED
032095101APHAMPHENOL CORP$17.7M0.03%140,200PUTSHARED
21873S108CRWVCOREWEAVE INC$17.6M0.03%227,131CommonSHARED
097023105BABOEING CO$17.6M0.03%88,400PUTSHARED
337932AR8FE 4 05/01/26FIRSTENERGY CORP$17.5M0.03%16,000,000CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$17.4M0.03%119,200CALLSHARED
038222105AMATAPPLIED MATLS INC$17.4M0.03%50,800CALLSHARED
G1151C101ACNACCENTURE PLC IRELAND$17.4M0.03%87,500CALLSHARED
46120E602ISRGINTUITIVE SURGICAL INC$17.3M0.03%37,500PUTSHARED
21037T109CEGCONSTELLATION ENERGY CORP$16.9M0.03%60,485CommonSHARED
532457108LLYELI LILLY & CO$16.8M0.03%18,300CALLSHARED
697435105PANWPALO ALTO NETWORKS INC$16.6M0.03%103,791CommonSHARED
911312106UPSUNITED PARCEL SVCS INC$16.6M0.03%168,800CALLSHARED
185123106CWANCLEARWATER ANALYTICS HLDGS I$16.6M0.03%700,000CommonSHARED
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$16.4M0.03%14,110,000CommonSHARED
002824100ABTABBOTT LABORATORIES$16.3M0.03%158,600PUTSHARED
651639106NEMNEWMONT CORP$16.2M0.03%149,600PUTSHARED
806857108SLBSLB LIMITED$16.1M0.03%314,100PUTSHARED
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$16.1M0.03%47,648CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$15.9M0.03%31,900CALLSHARED
302130109EXPDEXPEDITORS INTL WASH INC$15.9M0.03%111,151CommonSHARED
960413102WLKWESTLAKE CORPORATION$15.9M0.03%135,808CommonSHARED
92840M102VSTVISTRA CORP$15.7M0.03%104,493CommonSHARED
907818108UNPUNION PAC CORP$15.7M0.03%64,700PUTSHARED
74340W103PLDPROLOGIS INC.$15.7M0.03%118,600PUTSHARED
040413205ANETARISTA NETWORKS INC$15.6M0.03%127,200PUTSHARED
565788AF3MARA 0 03/01/30MARA HOLDINGS INC$15.5M0.03%17,500,000CommonSHARED
872590104TMUST-MOBILE US INC$15.1M0.03%71,800CALLSHARED
539830109LMTLOCKHEED MARTIN CORP$15.0M0.03%24,900PUTSHARED
358039AB1FRPT 3 04/01/28FRESHPET INC$15.0M0.03%13,000,000CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$14.8M0.03%50,444CommonSHARED
882508104TXNTEXAS INSTRS INC$14.8M0.03%76,400PUTSHARED
747525103QCOMQUALCOMM INC$14.8M0.03%115,081CommonSHARED
406216101HALHALLIBURTON CO$14.6M0.03%373,600PUTSHARED
464287465EFAISHARES TR$14.6M0.03%149,910CommonSHARED
09260D107BXBLACKSTONE INC$14.5M0.03%125,947CommonSHARED
34354P105FLSFLOWSERVE CORP$14.4M0.03%196,075CommonSHARED
478160104JNJJOHNSON & JOHNSON$14.3M0.02%58,500CALLSHARED
438516106HONHONEYWELL INTL INC$14.3M0.02%63,200PUTSHARED
58155Q103MCKMCKESSON CORP$14.2M0.02%16,400PUTSHARED
097023105BABOEING CO$14.1M0.02%71,006CommonSHARED
00724F101ADBEADOBE INC$14.1M0.02%57,900CALLSHARED
194162103CLCOLGATE PALMOLIVE CO$14.1M0.02%165,075CommonSHARED
78409V104SPGIS&P GLOBAL INC$14.0M0.02%32,900PUTSHARED
78464A698KRESPDR SERIES TRUST$13.9M0.02%213,400CALLSHARED
007903107AMDADVANCED MICRO DEVICES INC$13.7M0.02%67,500CALLSHARED
127097103CTRACOTERRA ENERGY INC$13.7M0.02%389,819CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$13.5M0.02%222,500CALLSHARED
81369Y803XLKSELECT SECTOR SPDR TR$13.4M0.02%101,046CommonSHARED
025816109AXPAMERICAN EXPRESS CO$13.4M0.02%44,300PUTSHARED
770700102HOODROBINHOOD MKTS INC$13.2M0.02%191,100PUTSHARED
254687106DISDISNEY WALT CO$13.2M0.02%137,400CALLSHARED
617446448MSMORGAN STANLEY$13.2M0.02%80,000CALLSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.0M0.02%27,107CommonSHARED
166764100CVXCHEVRON CORPORATION$13.0M0.02%62,600CALLSHARED
78464A870XBISPDR SERIES TRUST$12.9M0.02%101,200PUTSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$12.9M0.02%53,200CALLSHARED
149123101CATCATERPILLAR INC$12.9M0.02%18,200CALLSHARED
48251W104KKRKKR & CO INC$12.8M0.02%138,291CommonSHARED
G29183103ETNEATON CORP PLC$12.7M0.02%35,500PUTSHARED
00287Y109ABBVABBVIE INC$12.7M0.02%58,200CALLSHARED
958102105WDCWESTERN DIGITAL CORP$12.6M0.02%46,600PUTSHARED
808513105SCHWSCHWAB CHARLES CORP$12.5M0.02%133,500PUTSHARED
92826C839VVISA INC$12.4M0.02%41,189CommonSHARED
872590104TMUST-MOBILE US INC$12.3M0.02%58,500PUTSHARED
18452BAC4CLSK 0 06/15/30CLEANSPARK INC$12.3M0.02%12,666,000CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$11.8M0.02%261,900PUTSHARED
060505104BACBANK AMERICA CORP$11.8M0.02%242,897CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$11.8M0.02%42,200PUTSHARED
56087FAB0MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS$11.7M0.02%10,000,000CommonSHARED
594972AJ0MSTR 0.625 03/15/30STRATEGY INC$11.5M0.02%10,000,000CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$11.5M0.02%71,700CALLSHARED
H1467J104CBCHUBB LTD SWITZ$11.5M0.02%35,200PUTSHARED
02209S103MOALTRIA GROUP INC$11.1M0.02%167,700PUTSHARED
369604301GEGE AEROSPACE$11.0M0.02%38,600CALLSHARED
75134PAB1METC 0 11/01/31RAMACO RES INC$10.7M0.02%14,000,000CommonSHARED
88579Y101MMM3M CO$10.7M0.02%73,600PUTSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.7M0.02%23,900PUTSHARED
35137L204FOXFOX CORP$10.6M0.02%200,000CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$10.5M0.02%26,700PUTSHARED
744320102PRUPRUDENTIAL FINL INC$10.4M0.02%106,500PUTSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$10.3M0.02%92,743CommonSHARED
548661107LOWLOWES COS INC$10.3M0.02%43,500PUTSHARED
G5960L103MDTMEDTRONIC PLC$10.2M0.02%118,200PUTSHARED
654106103NKENIKE INC$10.1M0.02%192,000PUTSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES NV$10.1M0.02%125,400CommonSHARED
03831W108APPAPPLOVIN CORP$10.1M0.02%25,300CALLSHARED
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$10.1M0.02%250,000CommonSHARED
852234AK9XYZ 0.25 11/01/27BLOCK INC$10.0M0.02%10,664,000CommonSHARED
74736LAD1QTWO 0.75 06/01/26Q2 HLDGS INC$10.0M0.02%10,000,000CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$9.9M0.02%36,600CALLSHARED
87612E106TGTTARGET CORP$9.9M0.02%81,600PUTSHARED
19260Q107COINCOINBASE GLOBAL INC$9.9M0.02%56,458CommonSHARED
855244109SBUXSTARBUCKS CORP$9.9M0.02%109,993CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$9.9M0.02%54,000PUTSHARED
64110L106NFLXNETFLIX INC.$9.8M0.02%102,385CommonSHARED
81762P102NOWSERVICENOW INC$9.8M0.02%94,119CommonSHARED
458140100INTCINTEL CORP$9.8M0.02%221,755CommonSHARED
G9460G101VALVALARIS LTD$9.8M0.02%99,643CommonSHARED
09260D107BXBLACKSTONE INC$9.7M0.02%84,700PUTSHARED
101137107BSXBOSTON SCIENTIFIC CORP$9.7M0.02%155,100PUTSHARED
172967424CCITIGROUP INC$9.6M0.02%84,800CALLSHARED
20030N101CMCSACOMCAST CORP NEW$9.6M0.02%334,300PUTSHARED
12572Q105CMECME GROUP INC$9.6M0.02%32,400PUTSHARED
14040H105COFCAPITAL ONE FINL CORP$9.5M0.02%51,848CommonSHARED
163072AC5CAKE 2 03/15/30CHEESECAKE FACTORY INC$9.4M0.02%9,250,000CommonSHARED
95040Q104WELLWELLTOWER INC$9.3M0.02%47,200PUTSHARED
235851102DHRDANAHER CORP DEL$9.3M0.02%49,200PUTSHARED
052769106ADSKAUTODESK INC$9.3M0.02%38,900PUTSHARED
512807306LRCXLAM RESEARCH CORP$9.3M0.02%43,500CALLSHARED
949746101WMT2WELLS FARGO & CO$9.3M0.02%116,357CommonSHARED
718172109PMPHILIP MORRIS INTL INC$9.2M0.02%55,800CALLSHARED
565788AH9MARA 0 06/01/31MARA HOLDINGS INC$9.2M0.02%10,000,000CommonSHARED
718172109PMPHILIP MORRIS INTL INC$9.2M0.02%55,613CommonSHARED
464286772EWYISHARES INC$9.2M0.02%74,678CommonSHARED
949746101WMT2WELLS FARGO & CO$9.2M0.02%115,000CALLSHARED
219350105GLWCORNING INC$9.1M0.02%67,000PUTSHARED
81762P102NOWSERVICENOW INC$9.0M0.02%86,400CALLSHARED
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$9.0M0.02%8,745,000CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$9.0M0.02%282,000PUTSHARED
68389X204ORCL 6.5 01/15/29 DORACLE CORP$9.0M0.02%170,030,000CommonSHARED
92189F106GDXVANECK ETF TRUST$9.0M0.02%97,900PUTSHARED
56585A102MPCMARATHON PETE CORP$8.9M0.02%36,400PUTSHARED
526057104LENLENNAR CORP$8.8M0.02%101,700CALLSHARED
437076102HDHOME DEPOT INC$8.8M0.02%26,800CALLSHARED
34631F102FPSFORGENT POWER SOLUTIONS INC$8.8M0.02%300,000CommonSHARED
464287432TLTISHARES TR$8.7M0.02%100,000CALLSHARED
G1151C101ACNACCENTURE PLC IRELAND$8.7M0.02%43,700PUTSHARED
00766T100ACMAECOM$8.5M0.01%100,146CommonSHARED
247361702DALDELTA AIR LINES INC$8.5M0.01%127,600PUTSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$8.4M0.01%91,400PUTSHARED
36828A101GEVGE VERNOVA INC$8.4M0.01%9,600CALLSHARED
863667101SYKSTRYKER CORPORATION$8.4M0.01%25,500PUTSHARED
26441C204DUKDUKE ENERGY CORP NEW$8.3M0.01%63,500PUTSHARED
37045V100GMGENERAL MTRS CO$8.3M0.01%111,400PUTSHARED
002824100ABTABBOTT LABORATORIES$8.2M0.01%80,259CommonSHARED
461202103INTUINTUIT$8.2M0.01%18,949CommonSHARED
806857108SLBSLB LIMITED$8.2M0.01%159,100CALLSHARED
871607107SNPSSYNOPSYS INC$8.2M0.01%20,600PUTSHARED
436440101HO1HOLOGIC INC$8.2M0.01%108,000CommonSHARED
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$8.2M0.01%8,500,000CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$8.0M0.01%39,600PUTSHARED
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$8.0M0.01%129,134CommonSHARED
594972408MSTRSTRATEGY INC$7.9M0.01%63,394CommonSHARED
260557103DOWDOW HLDGS INC$7.9M0.01%189,900PUTSHARED
458140100INTCINTEL CORP$7.9M0.01%178,500CALLSHARED
842587107SOSOUTHERN CO$7.9M0.01%81,600PUTSHARED
126408103CSXCSX CORP$7.9M0.01%191,800PUTSHARED
46428Q109SLVISHARES SILVER TR$7.8M0.01%115,000CALLSHARED
742718109PGPROCTER & GAMBLE CO$7.7M0.01%53,100CALLSHARED
24703L202DELLDELL TECHNOLOGIES INC$7.6M0.01%46,200PUTSHARED
465741AQ9ITRI 1.375 07/15/30ITRON INC$7.6M0.01%7,500,000CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$7.5M0.01%76,197CommonSHARED
74762E102QUREQUANTA SVCS INC$7.5M0.01%13,600PUTSHARED
78464A870XBISPDR SERIES TRUST$7.4M0.01%57,915CommonSHARED
58933Y105MRKMERCK & CO INC$7.3M0.01%61,000CALLSHARED
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$7.3M0.01%5,000,000CommonSHARED
464287234EEMISHARES TR$7.2M0.01%127,100CALLSHARED
49456B101KMIKINDER MORGAN INC DEL$7.2M0.01%214,300PUTSHARED
097023105BABOEING CO$7.2M0.01%36,100CALLSHARED
38141G104GSGOLDMAN SACHS GROUP INC$7.1M0.01%8,400CALLSHARED
594972AS0MSTR 0 12/01/29STRATEGY INC$7.1M0.01%8,500,000CommonSHARED
48251W104KKRKKR & CO INC$7.1M0.01%76,400PUTSHARED
609207105MDLZMONDELEZ INTL INC$7.1M0.01%122,600PUTSHARED
36242H104XGDVXGABELLI DIVID & INCOME TR$7.1M0.01%262,242CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$7.1M0.01%97,305CommonSHARED
60770K107MRNAMODERNA INC$7.0M0.01%138,300CALLSHARED
75513E101RTXRTX CORPORATION$7.0M0.01%36,300CALLSHARED
969457100WMBWILLIAMS COS INC$7.0M0.01%96,100PUTSHARED
594972AU5MSTR 0 03/01/30STRATEGY INC$7.0M0.01%7,975,000CommonSHARED
742718109PGPROCTER & GAMBLE CO$7.0M0.01%48,355CommonSHARED
744320102PRUPRUDENTIAL FINL INC$7.0M0.01%71,200CALLSHARED
743315103PGRPROGRESSIVE CORP$6.9M0.01%34,800PUTSHARED
565788106MARAMARA HOLDINGS INC$6.9M0.01%844,000PUTSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$6.9M0.01%16,500PUTSHARED
674599105OXYOCCIDENTAL PETE CORP$6.8M0.01%105,300PUTSHARED
191216100KOCOCA COLA CO$6.8M0.01%89,400CALLSHARED
126650100CVSCVS HEALTH CORP$6.7M0.01%93,700PUTSHARED
443201108HWMHOWMET AEROSPACE INC$6.7M0.01%29,100PUTSHARED
92840R101NFJVIRTUS DIVIDEND INTEREST & P$6.6M0.01%526,672CommonSHARED
06748M196VXXBARCLAYS BANK PLC$6.6M0.01%185,000PUTSHARED
594972408MSTRSTRATEGY INC$6.4M0.01%51,100PUTSHARED
64133Q108NBXGNEUBERGER NEXT GENERATION$6.3M0.01%488,681CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$6.3M0.01%16,100CALLSHARED
477143AR2JBLU 2.5 09/01/29JETBLUE AIRWAYS CORP$6.3M0.01%6,500,000CommonSHARED
256677105DGDOLLAR GEN CORP$6.2M0.01%52,100CALLSHARED
902973304USBUS BANCORP$6.1M0.01%117,000PUTSHARED
571903202MARMARRIOTT INTL INC NEW$6.1M0.01%18,600PUTSHARED
75513E101RTXRTX CORPORATION$6.1M0.01%31,403CommonSHARED
437076102HDHOME DEPOT INC$6.0M0.01%18,365CommonSHARED
65339F101NEENEXTERA ENERGY INC$6.0M0.01%64,800CALLSHARED
464287515IGVISHARES TR$6.0M0.01%75,000CALLSHARED
882508104TXNTEXAS INSTRS INC$6.0M0.01%30,900CALLSHARED
81369Y308XLPSELECT SECTOR SPDR TR$6.0M0.01%72,800PUTSHARED
89417E109TRVTRAVELERS COMPANIES INC$6.0M0.01%20,400PUTSHARED
345370860FFORD MTR CO$5.9M0.01%514,300PUTSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$5.9M0.01%183,695CommonSHARED
59156R108METMETLIFE INC$5.9M0.01%82,800PUTSHARED
064058100BKBANK NEW YORK MELLON CORP$5.8M0.01%49,300PUTSHARED
46428Q109SLVISHARES SILVER TR$5.8M0.01%85,000PUTSHARED
92343V104VZVERIZON COMMUNICATIONS INC$5.7M0.01%114,200CALLSHARED
110448107BTIBRITISH AMERN TOB PLC$5.6M0.01%96,000CommonSHARED
03831W108APPAPPLOVIN CORP$5.6M0.01%14,100PUTSHARED
G25508105CRHCRH PLC$5.6M0.01%53,300PUTSHARED
26875P101EOGEOG RES INC$5.5M0.01%37,900PUTSHARED
34959E109FTNTFORTINET INC$5.5M0.01%66,700PUTSHARED
38141G104GSGOLDMAN SACHS GROUP INC$5.5M0.01%6,443CommonSHARED
852234103XYZBLOCK INC$5.4M0.01%90,300PUTSHARED
25809K105DASHDOORDASH INC$5.4M0.01%36,100PUTSHARED
443201108HWMHOWMET AEROSPACE INC$5.4M0.01%23,495CommonSHARED
778296103ROSTROSS STORES INC$5.4M0.01%24,900PUTSHARED
717081103PFEPFIZER INC$5.4M0.01%191,100CALLSHARED
23804L103DDOGDATADOG INC$5.3M0.01%44,800PUTSHARED
78409V104SPGIS&P GLOBAL INC$5.3M0.01%12,401CommonSHARED
713448108PEPPEPSICO INC$5.3M0.01%33,900CALLSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$5.3M0.01%15,249CommonSHARED
252131107DXCMDEXCOM INC$5.2M0.01%83,200PUTSHARED
878742204TECKTECK RESOURCES LTD$5.2M0.01%100,000CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.2M0.01%32,800PUTSHARED
03524A108BUDANHEUSER BUSCH INBEV SA NV$5.1M0.01%74,000CommonSHARED
146869102CVNACARVANA CO$5.1M0.01%16,100PUTSHARED
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$5.1M0.01%236,000CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$5.0M0.01%111,551CommonSHARED
009066101ABNBAIRBNB INC$5.0M0.01%39,900PUTSHARED
770700102HOODROBINHOOD MKTS INC$5.0M0.01%72,700CALLSHARED
464286772EWYISHARES INC$5.0M0.01%40,800CALLSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$5.0M0.01%325,000CommonSHARED
88579Y101MMM3M CO$4.9M0.01%34,036CommonSHARED
254687106DISDISNEY WALT CO$4.9M0.01%51,191CommonSHARED
907818108UNPUNION PAC CORP$4.9M0.01%20,314CommonSHARED
G0378L100AUANGLOGOLD ASHANTI PLC$4.9M0.01%50,434CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$4.9M0.01%78,247CommonSHARED
695127AJ9PCRXPACIRA BIOSCIENCES INC$4.8M0.01%5,000,000CommonSHARED
370334104GISGENERAL MILLS INC$4.8M0.01%129,600PUTSHARED
45826HAD1ITGR 1.875 03/15/30INTEGER HLDGS CORP$4.8M0.01%5,000,000CommonSHARED
91913Y100VLOVALERO ENERGY CORP$4.8M0.01%19,300PUTSHARED
833445109SNOWSNOWFLAKE INC$4.8M0.01%31,589CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$4.7M0.01%27,200PUTSHARED
91324P102UNHUNITEDHEALTH GROUP INC$4.7M0.01%17,459CommonSHARED
532457108LLYELI LILLY & CO$4.7M0.01%5,107CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$4.7M0.01%64,900CALLSHARED
617446448MSMORGAN STANLEY$4.6M0.01%28,203CommonSHARED
88339J105TTDTHE TRADE DESK INC$4.6M0.01%204,300CALLSHARED
59156R108METMETLIFE INC$4.6M0.01%65,500CALLSHARED
718546104PSXPHILLIPS 66$4.6M0.01%25,200PUTSHARED
86800U302SMCISUPER MICRO COMPUTER INC$4.6M0.01%201,485CommonSHARED
052769106ADSKAUTODESK INC$4.6M0.01%19,099CommonSHARED
756109104OREALTY INCOME CORP$4.6M0.01%74,600PUTSHARED
94106L109WMWASTE MGMT INC DEL$4.5M0.01%19,800PUTSHARED
20825C104COPCONOCOPHILLIPS$4.5M0.01%34,200CALLSHARED
05722G100BKRBAKER HUGHES COMPANY$4.5M0.01%73,300PUTSHARED
654106103NKENIKE INC$4.5M0.01%84,571CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.5M0.01%10,000CALLSHARED
256746108DLTRDOLLAR TREE INC$4.4M0.01%40,600PUTSHARED
580135101MCDMCDONALDS CORP$4.4M0.01%14,300CALLSHARED
03027X100AMTAMERICAN TOWER CORP$4.4M0.01%25,600PUTSHARED
615369105MCOMOODYS CORP$4.4M0.01%10,100PUTSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.4M0.01%14,400PUTSHARED
032654105ADIANALOG DEVICES INC$4.4M0.01%13,700CALLSHARED
23804L103DDOGDATADOG INC$4.3M0.01%36,784CommonSHARED
004397AK1ARAYACCURAY INC DEL$4.3M0.01%4,500,000CommonSHARED
G54950103LINLINDE PLC$4.3M0.01%8,700CALLSHARED
194162103CLCOLGATE PALMOLIVE CO$4.2M0.01%49,800PUTSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M0.01%10,854CommonSHARED
25809K105DASHDOORDASH INC$4.2M0.01%28,129CommonSHARED
46428Q109SLVISHARES SILVER TR$4.1M0.01%59,860CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$4.1M0.01%15,600PUTSHARED
722304102PDDPDD HOLDINGS INC$4.0M0.01%39,400CALLSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$4.0M0.01%14,600PUTSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$4.0M0.01%55,300PUTSHARED
733245AD6PRCH 9 05/15/30PORCH GROUP INC$4.0M0.01%3,750,000CommonSHARED
126408103CSXCSX CORP$4.0M0.01%97,212CommonSHARED
09260D107BXBLACKSTONE INC$3.9M0.01%34,300CALLSHARED
651639106NEMNEWMONT CORP$3.9M0.01%36,400CALLSHARED
571748102MRSHMARSH & MCLENNAN COS INC$3.9M0.01%22,700PUTSHARED
00206R102TAT&T INC$3.9M0.01%135,700CALLSHARED
46120E602ISRGINTUITIVE SURGICAL INC$3.9M0.01%8,529CommonSHARED
95766R104WIWWESTERN AST INFL LKD OPP & I$3.9M0.01%462,748CommonSHARED
278642103EBAYEBAY INC.$3.9M0.01%42,900PUTSHARED
693718108PCARPACCAR INC$3.9M0.01%33,800PUTSHARED
78464A698KRESPDR SERIES TRUST$3.9M0.01%59,400PUTSHARED
247361702DALDELTA AIR LINES INC$3.9M0.01%58,200CALLSHARED
G51502105JCIJOHNSON CONTROLS INTERNATION$3.9M0.01%29,500PUTSHARED
03152W109AM6AMICUS THERAPEUTIC$3.8M0.01%265,730CommonSHARED
285512109EAELECTRONIC ARTS INC$3.8M0.01%18,800PUTSHARED
172967424CCITIGROUP INC$3.8M0.01%33,724CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$3.8M0.01%24,952CommonSHARED
98138H101WDAYWORKDAY INC$3.8M0.01%29,200PUTSHARED
256677105DGDOLLAR GEN CORP$3.8M0.01%31,873CommonSHARED
872540109TJXTJX COS INC NEW$3.7M0.01%23,350CommonSHARED
148929102CAVACAVA GROUP INC$3.7M0.01%45,939CommonSHARED
345370860FFORD MTR CO$3.7M0.01%318,983CommonSHARED
482480100KLACKLA CORP$3.7M0.01%2,500CALLSHARED
670346105NUENUCOR CORP$3.7M0.01%21,700PUTSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$3.7M0.01%32,800PUTSHARED
743315103PGRPROGRESSIVE CORP$3.6M0.01%18,400CALLSHARED
01741R102ATIATI INC$3.6M0.01%25,019CommonSHARED
143658300CCL1EURCARNIVAL CORP$3.6M0.01%140,200PUTSHARED
98937LAA3ZBIO 2.5 04/01/32ZENAS BIOPHARMA INC$3.6M0.01%3,500,000CommonSHARED
670100205NVONOVO-NORDISK A S$3.6M0.01%98,546CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$3.6M0.01%71,700PUTSHARED
438516106HONHONEYWELL INTL INC$3.6M0.01%15,900CALLSHARED
026874784AIGAMERICAN INTL GROUP INC$3.6M0.01%47,700PUTSHARED
031162100AMGNAMGEN INC$3.6M0.01%10,200CALLSHARED
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$3.6M0.01%4,000,000CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$3.5M0.01%78,400CALLSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$3.5M0.01%12,700PUTSHARED

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.