MondegarAI
Verition Fund Management LLC

Q2 2024 · 13F-HR

Verition Fund Management LLCholdings as filed

Filed 2024-08-14 · accession 0001454027-24-000003

$18.28B
Reported value
2,945
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2945

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.03B5.62%2,300,004CommonSOLE
594918104MSFTMICROSOFT CORP$988.7M5.41%2,212,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$853.1M4.67%6,905,247CommonSOLE
67066G104NVDANVIDIA CORPORATION$815.6M4.46%6,602,000PUTSOLE
023135106AMZNAMAZON COM INC$411.8M2.25%2,130,816CommonSOLE
023135106AMZNAMAZON COM INC$368.3M2.01%1,906,000PUTSOLE
037833100AAPLAPPLE INC$205.8M1.13%977,196CommonSOLE
037833100AAPLAPPLE INC$187.9M1.03%892,100PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$172.0M0.94%316,000PUTSOLE
02079K305GOOGLALPHABET INC$112.5M0.62%617,836CommonSOLE
02079K305GOOGLALPHABET INC$101.6M0.56%557,600PUTSOLE
464288513HYGISHARES TR$95.8M0.52%1,242,000PUTSOLE
233331107DTEDTE ENERGY CO$95.0M0.52%856,102CommonSOLE
64110L106NFLXNETFLIX INC$91.8M0.50%135,994CommonSOLE
816851109SRESEMPRA$91.3M0.50%1,200,772CommonSOLE
89832Q109TFCTRUIST FINL CORP$81.5M0.45%2,098,488CommonSOLE
64110L106NFLXNETFLIX INC$81.1M0.44%120,100PUTSOLE
69351T106PPLPPL CORP$80.2M0.44%2,900,066CommonSOLE
037833100AAPLAPPLE INC$79.3M0.43%376,600CALLSOLE
680033107ONBOLD NATL BANCORP IND$76.0M0.42%4,421,946CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$73.1M0.40%134,236CommonSOLE
65473P105NINISOURCE INC$70.2M0.38%2,437,268CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$63.0M0.34%3,994,623CommonSOLE
172062101CINFCINCINNATI FINL CORP$61.3M0.34%519,434CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$61.2M0.33%300,944CommonSOLE
G0403H108AONAON PLC$60.0M0.33%204,372CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$58.7M0.32%278,547CommonSOLE
11135F101AVGOBROADCOM INC$58.1M0.32%36,165CommonSOLE
045487105ASBASSOCIATED BANC CORP$57.8M0.32%2,731,106CommonSOLE
30034W106EVRGEVERGY INC$57.1M0.31%1,077,154CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$56.6M0.31%253,173CommonSOLE
127190304CACICACI INTL INC$54.0M0.30%125,628CommonSOLE
733174700BPOPPOPULAR INC$53.7M0.29%607,182CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$53.5M0.29%533,729CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$53.5M0.29%40,496,000CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$50.8M0.28%830,723CommonSOLE
71375UAF8PRFT 0.125 11/15/26PERFICIENT INC$49.1M0.27%50,500,000CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$48.5M0.27%332,605CommonSOLE
852234AF0XYZ 0.125 03/01/25BLOCK INC$47.2M0.26%48,763,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$45.5M0.25%332,435CommonSOLE
780259305SHELSHELL PLC$43.6M0.24%604,724CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$43.2M0.24%47,433,000CommonSOLE
16411R208LNGCHENIERE ENERGY INC$42.7M0.23%244,453CommonSOLE
876030107TPRTAPESTRY INC$42.1M0.23%983,934CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$41.5M0.23%831,871CommonSOLE
912008109USFDUS FOODS HLDG CORP$40.9M0.22%772,905CommonSOLE
30303M102METAMETA PLATFORMS INC$39.7M0.22%78,765CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$37.9M0.21%308,153CommonSOLE
29364G103ETRENTERGY CORP NEW$37.8M0.21%353,711CommonSOLE
670837103OGEOGE ENERGY CORP$37.6M0.21%1,053,441CommonSOLE
H11356104BGBUNGE GLOBAL SA$37.0M0.20%346,144CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$36.3M0.20%33,869,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$36.1M0.20%39,436,000CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$34.9M0.19%177,759CommonSOLE
191216100KOCOCA COLA CO$34.4M0.19%540,254CommonSOLE
872540109TJXTJX COS INC NEW$34.2M0.19%310,859CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$34.1M0.19%446,635CommonSOLE
48581R205KSPIKASPI KZ JSC$33.5M0.18%259,486CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$33.3M0.18%462,453CommonSOLE
66980MAB2NVMI 0 10/15/25NOVA LTD$33.1M0.18%10,542,000CommonSHARED
778296103ROSTROSS STORES INC$32.6M0.18%224,407CommonSOLE
25746U109DDOMINION ENERGY INC$32.6M0.18%664,357CommonSOLE
45765UAB9NSIT 0.75 02/15/25INSIGHT ENTERPRISES INC$32.2M0.18%11,078,000CommonSHARED
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$31.9M0.17%409,996CommonSOLE
302520101FNBF N B CORP$31.6M0.17%2,310,907CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$31.6M0.17%36,500,000CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$31.3M0.17%104,896CommonSOLE
493267108KEYKEYCORP$31.1M0.17%2,191,102CommonSOLE
N20944109CNHCNH INDL N V$31.0M0.17%3,055,546CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$31.0M0.17%748,320CommonSOLE
464287655IWMISHARES TR$30.6M0.17%150,933CommonSOLE
947890109WBSWEBSTER FINL CORP$30.0M0.16%688,308CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$29.6M0.16%376,845CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$29.3M0.16%35,000,000CommonSOLE
87874RAD2TTGT 0 12/15/26TECHTARGET INC$29.3M0.16%30,252,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$29.2M0.16%136,181CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$28.7M0.16%364,069CommonSOLE
713448108PEPPEPSICO INC$28.1M0.15%170,396CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$28.0M0.15%299,192CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$28.0M0.15%670,000CommonSOLE
92189H300EMLCVANECK ETF TRUST$28.0M0.15%1,176,470CommonSOLE
172967424CCITIGROUP INC$27.9M0.15%440,366CommonSOLE
931142103WMTWALMART INC$27.8M0.15%411,195CommonSOLE
42809H107HESHESS CORP$27.8M0.15%188,465CommonSOLE
018802108LNTALLIANT ENERGY CORP$27.7M0.15%544,206CommonSOLE
46438F101IBITISHARES BITCOIN TR$27.3M0.15%799,602CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$27.0M0.15%356,940CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$26.4M0.14%27,500,000CommonSOLE
842587107SOSOUTHERN CO$26.1M0.14%336,534CommonSOLE
464287655IWMISHARES TR$26.1M0.14%128,500PUTSOLE
917047102URBNURBAN OUTFITTERS INC$26.0M0.14%632,624CommonSOLE
29446M102EQNREQUINOR ASA$25.9M0.14%906,626CommonSOLE
974155103WINGWINGSTOP INC$25.8M0.14%61,128CommonSOLE
038222105AMATAPPLIED MATLS INC$25.2M0.14%106,929CommonSOLE
166764100CVXCHEVRON CORP NEW$25.0M0.14%160,057CommonSOLE
070830104BBWIBATH & BODY WORKS INC$24.8M0.14%635,444CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$24.7M0.14%56,619CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$24.5M0.13%30,552,000CommonSOLE
205887102CAGCONAGRA BRANDS INC$24.1M0.13%846,454CommonSOLE
907818108UNPUNION PAC CORP$24.0M0.13%106,121CommonSOLE
013091103ACIALBERTSONS COS INC$23.9M0.13%1,207,716CommonSOLE
G25508105CRHCRH PLC$23.6M0.13%314,152CommonSOLE
148806102CTLTEURCATALENT INC$23.5M0.13%418,547CommonSOLE
03662Q105AKXANSYS INC$23.3M0.13%72,551CommonSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$23.3M0.13%14,695,000CommonSHARED
737446104POSTPOST HLDGS INC$23.1M0.13%222,189CommonSOLE
26856L103ELFE L F BEAUTY INC$23.1M0.13%109,392CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$23.0M0.13%607,929CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$22.9M0.13%874,773CommonSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$22.8M0.12%25,000,000CommonSOLE
020002101ALLALLSTATE CORP$22.8M0.12%142,592CommonSOLE
464288513HYGISHARES TR$22.7M0.12%294,700CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$22.7M0.12%13,050,000CommonSHARED
830566105SKAASKECHERS U S A INC$22.7M0.12%328,752CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$22.6M0.12%111,900PUTSOLE
29082A107EMBJEMBRAER S.A.$22.6M0.12%876,140CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$21.9M0.12%15,083,000CommonSHARED
438516106HONHONEYWELL INTL INC$21.7M0.12%101,707CommonSOLE
94419L101WWAYFAIR INC$21.5M0.12%407,177CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$21.4M0.12%25,050,000CommonSOLE
00724F101ADBEADOBE INC$21.4M0.12%38,480CommonSOLE
88579Y101MMM3M CO$21.2M0.12%207,451CommonSOLE
58733R102MELIMERCADOLIBRE INC$21.0M0.11%12,768CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$20.9M0.11%675,974CommonSOLE
143658300CCL1EURCARNIVAL CORP$20.9M0.11%1,118,487CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$20.9M0.11%734,955CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$20.7M0.11%329,799CommonSOLE
23345M107DTMDT MIDSTREAM INC$20.6M0.11%290,663CommonSOLE
580135101MCDMCDONALDS CORP$20.4M0.11%80,086CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$20.4M0.11%147,494CommonSOLE
109641100EATBRINKER INTL INC$20.3M0.11%280,525CommonSOLE
55616P104MMACYS INC$20.2M0.11%1,051,144CommonSOLE
291011104EMREMERSON ELEC CO$20.1M0.11%182,728CommonSOLE
460146103IPINTERNATIONAL PAPER CO$20.0M0.11%463,797CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$20.0M0.11%14,848,000CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$20.0M0.11%114,901CommonSOLE
171779309CIENCIENA CORP$19.9M0.11%413,594CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$19.9M0.11%121,000PUTSOLE
370334104GISGENERAL MLS INC$19.7M0.11%311,853CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$19.7M0.11%22,500,000CommonSOLE
501044101KRKROGER CO$19.6M0.11%391,913CommonSOLE
N00985106AERAERCAP HOLDINGS NV$19.6M0.11%209,885CommonSOLE
898402102TRMKTRUSTMARK CORP$19.5M0.11%649,478CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$19.5M0.11%122,355CommonSOLE
98419M100XYLXYLEM INC$19.2M0.10%141,341CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$19.1M0.10%262,199CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$19.0M0.10%35,000CALLSOLE
060505104BACBANK AMERICA CORP$18.9M0.10%474,400PUTSOLE
02079K107GOOGALPHABET INC$18.8M0.10%102,700PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$18.8M0.10%46,261CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$18.7M0.10%20,004,000CommonSOLE
46090E103QQQINVESCO QQQ TR$18.7M0.10%39,000CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$18.6M0.10%252,899CommonSOLE
055622104BPBP PLC$18.5M0.10%513,394CommonSOLE
36251C103GMS1EURGMS INC$18.5M0.10%229,512CommonSOLE
902973304USBUS BANCORP DEL$18.2M0.10%457,409CommonSOLE
23804L103DDOGDATADOG INC$18.1M0.10%139,723CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$18.1M0.10%248,902CommonSOLE
55024U109LITELUMENTUM HLDGS INC$18.1M0.10%355,160CommonSOLE
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$18.0M0.10%19,569,000CommonSHARED
88688TAC4TLRY 5.2 06/15/27TILRAY BRANDS INC$18.0M0.10%18,631,000CommonSOLE
29786A106ETSYETSY INC$17.8M0.10%301,604CommonSOLE
260003108DOVDOVER CORP$17.5M0.10%97,167CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$17.5M0.10%193,149CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$17.4M0.10%20,464CommonSOLE
594918104MSFTMICROSOFT CORP$17.4M0.10%38,900CALLSOLE
277276101EGPEASTGROUP PPTYS INC$17.4M0.10%102,130CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$17.1M0.09%873,590CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$17.0M0.09%413,169CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$16.9M0.09%192,881CommonSOLE
N07059210ASMLASML HOLDING N V$16.8M0.09%16,430CommonSOLE
46090E103QQQINVESCO QQQ TR$16.8M0.09%35,000PUTSOLE
46090E103QQQINVESCO QQQ TR$16.8M0.09%35,000CALLSOLE
65339F101NEENEXTERA ENERGY INC$16.7M0.09%235,733CommonSOLE
89055F103BLDTOPBUILD CORP$16.7M0.09%43,224CommonSOLE
142339100CSLCARLISLE COS INC$16.5M0.09%40,823CommonSOLE
146869102CVNACARVANA CO$16.5M0.09%128,474CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$16.5M0.09%606,926CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$16.4M0.09%1,281,548CommonSOLE
78463V107GLDSPDR GOLD TR$16.1M0.09%75,000PUTSOLE
30231G102XOMEXXON MOBIL CORP$16.1M0.09%139,991CommonSOLE
88023U101SGITEMPUR SEALY INTL INC$16.1M0.09%339,799CommonSOLE
360271100FULTFULTON FINL CORP PA$16.0M0.09%944,808CommonSOLE
00206R102TAT&T INC$16.0M0.09%839,150CommonSOLE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$16.0M0.09%9,848,000CommonSHARED
29355A107ENPHENPHASE ENERGY INC$15.8M0.09%158,546CommonSOLE
02079K107GOOGALPHABET INC$15.8M0.09%86,135CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$15.7M0.09%469,154CommonSOLE
902653104UDRUDR INC$15.6M0.09%379,164CommonSOLE
03753UAB2APLS 3.5 09/15/26APELLIS PHARMACEUTICALS INC$15.6M0.09%12,138,000CommonSHARED
143130102KMXCARMAX INC$15.4M0.08%210,252CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$15.4M0.08%375,000PUTSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$15.4M0.08%424,875CommonSOLE
83304AAF3SNAP 0 05/01/27SNAP INC$15.3M0.08%18,400,000CommonSOLE
05478C105AZEKAZEK CO INC$15.3M0.08%362,050CommonSOLE
98980G102ZSZSCALER INC$15.2M0.08%79,293CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$15.2M0.08%230,485CommonSOLE
49803T300KRGKITE RLTY GROUP TR$15.2M0.08%680,043CommonSOLE
G8068L108SNSHARKNINJA INC$15.2M0.08%202,214CommonSOLE
680665205OLNOLIN CORP$15.0M0.08%318,884CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$15.0M0.08%84,531CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$14.9M0.08%85,800PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$14.9M0.08%31,919CommonSOLE
92840M102VSTVISTRA CORP$14.9M0.08%173,405CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$14.9M0.08%194,374CommonSOLE
097023105BABOEING CO$14.9M0.08%81,621CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$14.8M0.08%73,968CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$14.8M0.08%95,239CommonSOLE
128030202CALMCAL MAINE FOODS INC$14.7M0.08%241,356CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.7M0.08%33,400PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$14.7M0.08%46,942CommonSOLE
718172109PMPHILIP MORRIS INTL INC$14.7M0.08%145,092CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$14.7M0.08%53,735CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$14.7M0.08%13,392,000CommonSHARED
632307AB0NTRA 2.25 05/01/27NATERA INC$14.6M0.08%5,152,000CommonSHARED
336433107FSLRFIRST SOLAR INC$14.5M0.08%64,331CommonSOLE
45073V108ITTITT INC$14.4M0.08%111,283CommonSOLE
902494103TSNTYSON FOODS INC$14.3M0.08%250,800CALLSOLE
747525103QCOMQUALCOMM INC$14.2M0.08%71,262CommonSOLE
806857108SLBSCHLUMBERGER LTD$14.2M0.08%300,776CommonSOLE
832696405SJMSMUCKER J M CO$14.2M0.08%129,915CommonSOLE
482497104BEKEKE HLDGS INC$14.2M0.08%1,000,000CommonSOLE
487836108KKELLANOVA$14.1M0.08%245,224CommonSOLE
49177J102KVUEKENVUE INC$14.0M0.08%770,367CommonSOLE
855244109SBUXSTARBUCKS CORP$14.0M0.08%179,576CommonSOLE
929740108WABWABTEC$14.0M0.08%88,345CommonSOLE
122017106BURLBURLINGTON STORES INC$14.0M0.08%58,177CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$13.9M0.08%362,370CommonSOLE
189054109CLXCLOROX CO DEL$13.9M0.08%102,192CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$13.9M0.08%368,500PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$13.8M0.08%100,000CALLSOLE
833445109SNOWSNOWFLAKE INC$13.8M0.08%102,158CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.8M0.08%83,600PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$13.8M0.08%3,477CommonSOLE
00287Y109ABBVABBVIE INC$13.8M0.08%80,200PUTSOLE
58933Y105MRKMERCK & CO INC$13.7M0.08%110,900PUTSOLE
88160R101TSLATESLA INC$13.7M0.08%69,353CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$13.7M0.07%16,500,000CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$13.5M0.07%77,148CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$13.5M0.07%110,122CommonSOLE
654106103NKENIKE INC$13.5M0.07%179,032CommonSOLE
20825C104COPCONOCOPHILLIPS$13.4M0.07%117,409CommonSOLE
369604301GEGE AEROSPACE$13.4M0.07%84,049CommonSOLE
G29183103ETNEATON CORP PLC$13.3M0.07%42,510CommonSOLE
929160109VMCVULCAN MATLS CO$13.3M0.07%53,599CommonSOLE
949746101WMT2WELLS FARGO CO NEW$13.3M0.07%224,300PUTSOLE
88339J105TTDTHE TRADE DESK INC$13.3M0.07%136,250CommonSOLE
G3855L106GHRSGH RESEARCH PLC$13.3M0.07%1,140,632CommonSOLE
00130H105AESAES CORP$13.3M0.07%755,458CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$13.3M0.07%227,938CommonSOLE
87612G101TRGPTARGA RES CORP$13.2M0.07%102,495CommonSOLE
565394103CARTMAPLEBEAR INC$13.2M0.07%409,718CommonSOLE
G54950103LINLINDE PLC$13.1M0.07%29,926CommonSOLE
302491303FMCFMC CORP$13.1M0.07%227,550CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13.1M0.07%29,622CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$13.0M0.07%692,590CommonSOLE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$13.0M0.07%393,331CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$13.0M0.07%87,340CommonSOLE
437076102HDHOME DEPOT INC$13.0M0.07%37,800PUTSOLE
30231G102XOMEXXON MOBIL CORP$13.0M0.07%112,800PUTSOLE
G02602103DOXAMDOCS LTD$13.0M0.07%164,485CommonSOLE
16115Q308GTLSCHART INDS INC$13.0M0.07%89,880CommonSOLE
34354P105FLSFLOWSERVE CORP$12.9M0.07%268,967CommonSOLE
16115QAE0GTLS 1 11/15/24CHART INDS INC$12.9M0.07%5,235,000CommonSHARED
G0750C108AXTAAXALTA COATING SYS LTD$12.8M0.07%374,433CommonSOLE
880779103TEXTEREX CORP NEW$12.7M0.07%232,301CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$12.7M0.07%28,100PUTSOLE
60937P106MDBMONGODB INC$12.6M0.07%50,476CommonSOLE
14174T107CTRECARETRUST REIT INC$12.6M0.07%502,347CommonSOLE
478160104JNJJOHNSON & JOHNSON$12.6M0.07%85,900PUTSOLE
49446R109KIMKIMCO RLTY CORP$12.5M0.07%644,785CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$12.5M0.07%90,955CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$12.5M0.07%95,613CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$12.3M0.07%212,669CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$12.3M0.07%790,425CommonSOLE
02079K107GOOGALPHABET INC$12.3M0.07%67,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$12.3M0.07%24,100PUTSOLE
548661107LOWLOWES COS INC$12.2M0.07%55,530CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$12.1M0.07%14,000,000CommonSOLE
060505104BACBANK AMERICA CORP$12.1M0.07%304,499CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$12.1M0.07%36,696CommonSOLE
15135B101CNCCENTENE CORP DEL$12.1M0.07%181,977CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$12.0M0.07%133,891CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$12.0M0.07%477,626CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$11.9M0.07%55,563CommonSOLE
866674104SUISUN CMNTYS INC$11.7M0.06%97,245CommonSOLE
931142103WMTWALMART INC$11.7M0.06%172,700PUTSOLE
747525103QCOMQUALCOMM INC$11.7M0.06%58,500PUTSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$11.6M0.06%9,832,000CommonSHARED
72703H101PLNTPLANET FITNESS INC$11.6M0.06%157,961CommonSOLE
74762E102QUREQUANTA SVCS INC$11.6M0.06%45,521CommonSOLE
629377508NRGNRG ENERGY INC$11.6M0.06%148,491CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$11.6M0.06%1,594,150CommonSOLE
02209S103MOALTRIA GROUP INC$11.5M0.06%253,300PUTSOLE
92826C839VVISA INC$11.5M0.06%43,800PUTSOLE
03073E105CORCENCORA INC$11.4M0.06%50,644CommonSOLE
166764100CVXCHEVRON CORP NEW$11.4M0.06%72,600PUTSOLE
433000106HIMSHIMS & HERS HEALTH INC$11.3M0.06%561,415CommonSOLE
579780206MKCMCCORMICK & CO INC$11.3M0.06%159,670CommonSOLE
443628102HBMHUDBAY MINERALS INC$11.3M0.06%1,250,063CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11.3M0.06%180,000PUTSOLE
126650100CVSCVS HEALTH CORP$11.3M0.06%190,873CommonSOLE
358039105FRPTFRESHPET INC$11.2M0.06%86,882CommonSOLE
148929102CAVACAVA GROUP INC$11.2M0.06%120,885CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$11.1M0.06%12,139,000CommonSHARED
33829M101FIVEFIVE BELOW INC$11.1M0.06%101,843CommonSOLE
25809K105DASHDOORDASH INC$11.1M0.06%101,943CommonSOLE
550021109LULULULULEMON ATHLETICA INC$11.1M0.06%37,050CommonSOLE
30050BAD3EVH 1.5 10/15/25EVOLENT HEALTH INC$11.1M0.06%11,410,000CommonSHARED
277432100EMNEASTMAN CHEM CO$11.0M0.06%112,481CommonSOLE
736508847PORPORTLAND GEN ELEC CO$11.0M0.06%254,225CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$11.0M0.06%120,264CommonSOLE
146229109CRICARTERS INC$10.9M0.06%176,470CommonSOLE
98954M101ZGZILLOW GROUP INC$10.9M0.06%242,444CommonSOLE
11135F101AVGOBROADCOM INC$10.9M0.06%6,800PUTSOLE
191216100KOCOCA COLA CO$10.9M0.06%171,300PUTSOLE
59522J103MAAMID-AMER APT CMNTYS INC$10.8M0.06%75,936CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$10.8M0.06%11,311,000CommonSHARED
032095101APHAMPHENOL CORP NEW$10.8M0.06%159,815CommonSOLE
925652109VICIVICI PPTYS INC$10.7M0.06%375,116CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$10.7M0.06%6,375CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10.7M0.06%98,873CommonSOLE
713448108PEPPEPSICO INC$10.7M0.06%65,000PUTSOLE
03852U106ARMKARAMARK$10.7M0.06%315,014CommonSOLE
55405YAB6MTSI 0.25 03/15/26MACOM TECH SOLUTIONS HLDGS I$10.7M0.06%7,562,000CommonSHARED
25754A201DPZDOMINOS PIZZA INC$10.7M0.06%20,682CommonSOLE
401617AF2GES 3.75 04/15/28GUESS INC$10.6M0.06%9,605,000CommonSHARED
478160104JNJJOHNSON & JOHNSON$10.6M0.06%72,488CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$10.6M0.06%133,955CommonSOLE
086516101BBYBEST BUY INC$10.5M0.06%124,982CommonSOLE
G0896C103TBBBBBB FOODS INC$10.5M0.06%439,760CommonSOLE
655664100JWNUSDNORDSTROM INC$10.5M0.06%492,562CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$10.3M0.06%76,032CommonSOLE
45781MAB7INVA 2.5 08/15/25INNOVIVA INC$10.3M0.06%9,291,000CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$10.3M0.06%47,800PUTSOLE
46124J201IVTINVENTRUST PPTYS CORP$10.3M0.06%414,185CommonSOLE
402635502GPORGULFPORT ENERGY CORP$10.2M0.06%67,820CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$10.2M0.06%1,114,625CommonSOLE
29975EAB5EB 5 12/01/25EVENTBRITE INC$10.2M0.06%10,317,000CommonSHARED
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$10.1M0.06%8,777,000CommonSHARED
099406100BOOTBOOT BARN HLDGS INC$10.1M0.06%78,443CommonSOLE
37045V100GMGENERAL MTRS CO$10.1M0.06%217,120CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$10.1M0.06%12,765,000CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$10.0M0.05%93,220CommonSOLE
369550108GDGENERAL DYNAMICS CORP$10.0M0.05%34,600PUTSOLE
88025T102TENBTENABLE HLDGS INC$10.0M0.05%228,793CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$9.9M0.05%336,488CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9.9M0.05%65,503CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$9.9M0.05%266,036CommonSOLE
009066101ABNBAIRBNB INC$9.9M0.05%65,192CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9.9M0.05%47,767CommonSOLE
607828100MODMODINE MFG CO$9.9M0.05%98,439CommonSOLE
532457108LLYELI LILLY & CO$9.8M0.05%10,874CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$9.8M0.05%202,200PUTSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$9.8M0.05%297,063CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$9.8M0.05%181,152CommonSOLE
253868103DLRDIGITAL RLTY TR INC$9.8M0.05%64,539CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$9.8M0.05%383,865CommonSOLE
18467V109YOUCLEAR SECURE INC$9.8M0.05%522,516CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9.8M0.05%100,600PUTSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9.7M0.05%17,625CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$9.7M0.05%317,889CommonSOLE
132061797MYLDCAMBRIA ETF TR$9.7M0.05%376,000CommonSOLE
040413106ANETEURARISTA NETWORKS INC$9.7M0.05%27,595CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$9.7M0.05%502,571CommonSOLE
50050N103KTBKONTOOR BRANDS INC$9.6M0.05%145,401CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$9.6M0.05%214,551CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$9.6M0.05%496,179CommonSOLE
53680QAA6LARCN 1.75 01/15/27LITHIUM AMERICAS ARGENTINA C$9.5M0.05%12,576,000CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9.5M0.05%123,700PUTSOLE
872540109TJXTJX COS INC NEW$9.5M0.05%86,500PUTSOLE
64119V303NTSTNETSTREIT CORP$9.5M0.05%588,379CommonSOLE
07831C103BRBRBELLRING BRANDS INC$9.5M0.05%165,467CommonSOLE
30063PAA3EXAS 1 01/15/25EXACT SCIENCES CORP$9.4M0.05%9,648,000CommonSHARED
56400PAQ5MANNKIND CORP$9.4M0.05%7,792,000CommonSHARED
92826C839VVISA INC$9.4M0.05%35,676CommonSOLE
744320102PRUPRUDENTIAL FINL INC$9.4M0.05%79,800PUTSOLE
02081GAB8ATEC 0.75 08/01/26ALPHATEC HLDGS INC$9.3M0.05%9,611,000CommonSHARED
05352A100AVTRAVANTOR INC$9.3M0.05%439,053CommonSOLE
75513E101RTXRTX CORPORATION$9.3M0.05%92,400PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$9.2M0.05%46,100PUTSOLE
882508104TXNTEXAS INSTRS INC$9.2M0.05%47,100PUTSOLE
008492100ADCAGREE RLTY CORP$9.2M0.05%147,922CommonSOLE
682680103OKEONEOK INC NEW$9.1M0.05%111,900PUTSOLE
530307305LBRDKLIBERTY BROADBAND CORP$9.1M0.05%166,370CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$9.1M0.05%50,000PUTSOLE
31428X106FDXFEDEX CORP$9.1M0.05%30,400PUTSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$9.1M0.05%6,616,000CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$9.1M0.05%10,700PUTSOLE
867224107SUSUNCOR ENERGY INC NEW$9.1M0.05%238,125CommonSOLE
461202103INTUINTUIT$9.1M0.05%13,800PUTSOLE
09247X101BLKCHFBLACKROCK INC$9.1M0.05%11,500PUTSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$9.1M0.05%326,716CommonSOLE
69366JAD3PTCT 1.5 09/15/26PTC THERAPEUTICS INC$9.0M0.05%9,503,000CommonSHARED
125896100CMSCMS ENERGY CORP$9.0M0.05%151,824CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$9.0M0.05%138,661CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$9.0M0.05%169,551CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9.0M0.05%71,612CommonSOLE
888787108TOSTTOAST INC$9.0M0.05%349,815CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$9.0M0.05%8,553CommonSOLE
093712107BEBLOOM ENERGY CORP$8.9M0.05%731,132CommonSOLE
237266101DARDARLING INGREDIENTS INC$8.9M0.05%243,279CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8.9M0.05%67,880CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8.9M0.05%88,000PUTSOLE
608190104MHKMOHAWK INDS INC$8.9M0.05%78,397CommonSOLE
N14506104ESTCELASTIC N V$8.9M0.05%77,919CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.9M0.05%60,700CALLSOLE
38268TAD5GPRO 1.25 11/15/25GOPRO INC$8.9M0.05%9,484,000CommonSHARED
17275R102CSCOCISCO SYS INC$8.9M0.05%186,475CommonSOLE
892672106TWTRADEWEB MKTS INC$8.8M0.05%83,322CommonSOLE
98422D105XPEVXPENG INC$8.8M0.05%1,200,000CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$8.8M0.05%8,242CommonSOLE
023135106AMZNAMAZON COM INC$8.8M0.05%45,400CALLSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$8.8M0.05%92,047CommonSOLE
34385PAF5STANDARD BIOTOOLS INC$8.7M0.05%8,508,000CommonSHARED
78709Y105SAIASAIA INC$8.7M0.05%18,429CommonSOLE
538034AU3LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN$8.7M0.05%8,446,000CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$8.7M0.05%53,400PUTSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$8.6M0.05%85,341CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$8.6M0.05%1,212,979CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$8.6M0.05%27,400PUTSOLE
617446448MSMORGAN STANLEY$8.6M0.05%88,400PUTSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$8.6M0.05%1,539,418CommonSOLE
254067101DDSDILLARDS INC$8.6M0.05%19,499CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.6M0.05%51,940CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$8.6M0.05%224,053CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.6M0.05%29,728CommonSOLE
46187W107INVHINVITATION HOMES INC$8.5M0.05%237,130CommonSOLE
228903AB6ARTIVION INC$8.5M0.05%6,925,000CommonSHARED
515098101LSTRLANDSTAR SYS INC$8.5M0.05%46,074CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$8.5M0.05%9,138,000CommonSHARED
G9456A100GLNGGOLAR LNG LTD$8.4M0.05%269,184CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$8.4M0.05%173,315CommonSOLE
337932107FEFIRSTENERGY CORP$8.4M0.05%220,347CommonSOLE
532457108LLYELI LILLY & CO$8.4M0.05%9,300PUTSOLE
778296103ROSTROSS STORES INC$8.4M0.05%57,900PUTSOLE
32054K103FRFIRST INDL RLTY TR INC$8.4M0.05%177,008CommonSOLE
15678U128CERE1EURCEREVEL THERAPEUTICS HLDNG I$8.4M0.05%204,808CommonSOLE
682680103OKEONEOK INC NEW$8.4M0.05%102,470CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$8.3M0.05%55,489CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.3M0.05%21,719CommonSOLE
500255104KSSKOHLS CORP$8.3M0.05%360,700CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$8.3M0.05%102,800PUTSOLE
87256C101TKOTKO GROUP HOLDINGS INC$8.3M0.05%76,467CommonSOLE
244199105DEDEERE & CO$8.2M0.04%22,000PUTSOLE
59156R108METMETLIFE INC$8.2M0.04%117,100PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$8.2M0.04%94,659CommonSOLE
58933Y105MRKMERCK & CO INC$8.2M0.04%66,117CommonSOLE
291011104EMREMERSON ELEC CO$8.2M0.04%74,300PUTSOLE
76009N100UPBDUPBOUND GROUP INC$8.2M0.04%266,462CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8.2M0.04%59,681CommonSOLE
69331C108PCGPG&E CORP$8.2M0.04%467,356CommonSOLE
03937C105ARCBARCBEST CORP$8.1M0.04%76,066CommonSOLE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$8.1M0.04%10,206,000CommonSOLE
92847W103VITLVITAL FARMS INC$8.1M0.04%172,517CommonSOLE
20825C104COPCONOCOPHILLIPS$8.1M0.04%70,500PUTSOLE
571903202MARMARRIOTT INTL INC NEW$8.0M0.04%33,211CommonSOLE
222070203COTYCOTY INC$8.0M0.04%799,371CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.0M0.04%64,800CALLSOLE
68389X105ORCLORACLE CORP$8.0M0.04%56,595CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.0M0.04%20,800PUTSOLE
69007J106OUTFRONT MEDIA INC$8.0M0.04%557,132CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$7.9M0.04%606,561CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.9M0.04%81,801CommonSOLE
053611109AVYAVERY DENNISON CORP$7.9M0.04%36,246CommonSOLE
G85158106STNESTONECO LTD$7.9M0.04%660,484CommonSOLE
268158AD4DVAX 2.5 05/15/26DYNAVAX TECHNOLOGIES CORP$7.9M0.04%6,418,000CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$7.9M0.04%124,828CommonSOLE
222795502CUZCOUSINS PPTYS INC$7.9M0.04%339,506CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.9M0.04%14,200PUTSOLE
136635AG4CSIQ 2.5 10/01/25CANADIAN SOLAR INC$7.8M0.04%8,497,000CommonSHARED
67059N108NTNXNUTANIX INC$7.8M0.04%137,959CommonSOLE
70202L102PSNPARSONS CORP DEL$7.8M0.04%95,618CommonSOLE
872590104TMUST-MOBILE US INC$7.8M0.04%44,400PUTSOLE
48203R104JNPJUNIPER NETWORKS INC$7.8M0.04%214,406CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.8M0.04%38,600CALLSOLE
285512109EAELECTRONIC ARTS INC$7.8M0.04%56,000CALLSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.8M0.04%32,672CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.8M0.04%15,300CALLSOLE
53814LAB4LTHM 4.125 07/15/25LIVENT CORP$7.8M0.04%6,692,000CommonSHARED
98954M200ZZILLOW GROUP INC$7.8M0.04%167,288CommonSOLE
023608102AEEAMEREN CORP$7.7M0.04%108,971CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$7.7M0.04%139,517CommonSOLE
78464A870XBISPDR SER TR$7.7M0.04%83,176CommonSOLE
17275R102CSCOCISCO SYS INC$7.7M0.04%161,900PUTSOLE
219350105GLWCORNING INC$7.7M0.04%197,833CommonSOLE
722304102PDDPDD HOLDINGS INC$7.7M0.04%57,754CommonSOLE
344849104WOOFOOT LOCKER INC$7.7M0.04%307,918CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.7M0.04%32,100PUTSOLE
40412C101HCAHCA HEALTHCARE INC$7.6M0.04%23,800PUTSOLE
92214XAB2VAREX IMAGING CORP$7.6M0.04%7,563,000CommonSHARED
21874C102CNMCORE & MAIN INC$7.6M0.04%155,925CommonSOLE
30303M102METAMETA PLATFORMS INC$7.6M0.04%15,100PUTSOLE
747525103QCOMQUALCOMM INC$7.5M0.04%37,800CALLSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$7.5M0.04%9,006,000CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$7.5M0.04%7,762CommonSOLE
907818108UNPUNION PAC CORP$7.5M0.04%33,000PUTSOLE
88033G407THCTENET HEALTHCARE CORP$7.4M0.04%55,900PUTSOLE
609207105MDLZMONDELEZ INTL INC$7.4M0.04%113,601CommonSOLE
438516106HONHONEYWELL INTL INC$7.4M0.04%34,800PUTSOLE

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.