MondegarAI
CMT Capital Markets Trading GmbH

Q4 2025 · 13F-HR/A

CMT Capital Markets Trading GmbHholdings as filed

Filed 2026-02-20 · accession 0001632813-26-000004

$11.2M
Reported value
356
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
38141G954GOLDMAN SACHS GROUP INC$1.3M11.2%1,432,100PUTSOLE
00724F951ADOBE INC$740,7196.59%2,116,400PUTSOLE
02079K957ALPHABET INC$398,8253.55%1,274,200PUTSOLE
30303M902META PLATFORMS INC$354,8643.16%537,600CALLSOLE
02079K907ALPHABET INC$311,1222.77%994,000CALLSOLE
037833900APPLE INC$306,0332.72%1,125,700CALLSOLE
594918954MICROSOFT CORP$290,3172.58%600,300PUTSOLE
30303M952META PLATFORMS INC$282,2542.51%427,600PUTSOLE
92189F956VANECK ETF TRUST$278,5292.48%3,247,400PUTSOLE
172967904CITIGROUP INC$274,4782.44%2,352,200CALLSOLE
594918904MICROSOFT CORP$258,9792.31%535,500CALLSOLE
88160R951TESLA INC$251,9782.24%560,300PUTSOLE
78463V907SPDR GOLD TR$251,3792.24%634,300CALLSOLE
46625H900JPMORGAN CHASE & CO.$249,6242.22%774,700CALLSOLE
82509L907SHOPIFY INC$239,8452.14%1,490,000CALLSOLE
38141G904GOLDMAN SACHS GROUP INC$221,1561.97%251,600CALLSOLE
770700902ROBINHOOD MKTS INC$187,0001.66%1,653,400CALLSOLE
023135956AMAZON COM INC$177,8701.58%770,600PUTSOLE
78463V957SPDR GOLD TR$173,6231.55%438,100PUTSOLE
64110L956NETFLIX INC$172,3311.53%1,838,000PUTSOLE
01609W902ALIBABA GROUP HLDG LTD$167,2181.49%1,140,800CALLSOLE
92189F906VANECK ETF TRUST$164,4301.46%1,917,100CALLSOLE
172967954CITIGROUP INC$163,2031.45%1,398,600PUTSOLE
874039950TAIWAN SEMICONDUCTOR MFG LTD$147,7511.32%486,200PUTSOLE
88160R901TESLA INC$100,0180.89%222,400CALLSOLE
00724F901ADOBE INC$92,0470.82%263,000CALLSOLE
67066G954NVIDIA CORPORATION$90,3590.80%484,500PUTSOLE
025816909AMERICAN EXPRESS CO$88,0480.78%238,000CALLSOLE
023135906AMAZON COM INC$81,2720.72%352,100CALLSOLE
46625H950JPMORGAN CHASE & CO.$80,1040.71%248,600PUTSOLE
70450Y953PAYPAL HLDGS INC$76,9680.69%1,318,400PUTSOLE
007903957ADVANCED MICRO DEVICES INC$76,9480.69%359,300PUTSOLE
025816959AMERICAN EXPRESS CO$75,4700.67%204,000PUTSOLE
01609W952ALIBABA GROUP HLDG LTD$73,1140.65%498,800PUTSOLE
64110L906NETFLIX INC$63,8410.57%680,900CALLSOLE
949746951WELLS FARGO CO NEW$63,7300.57%683,800PUTSOLE
770700952ROBINHOOD MKTS INC$62,8720.56%555,900PUTSOLE
11135F951BROADCOM INC$60,0830.53%173,600PUTSOLE
79466L902SALESFORCE INC$59,7110.53%225,400CALLSOLE
78462F953SPDR S&P 500 ETF TR$57,9630.52%85,000PUTSOLE
82509L957SHOPIFY INC$56,3400.50%350,000PUTSOLE
855244959STARBUCKS CORP$54,9130.49%652,100PUTSOLE
L8681T952SPOTIFY TECHNOLOGY S A$54,5810.49%94,000PUTSOLE
459200951INTERNATIONAL BUSINESS MACHS$54,2950.48%183,300PUTSOLE
91912E955VALE S A$51,1080.45%3,922,300PUTSOLE
722304902PDD HOLDINGS INC$50,6290.45%446,500CALLSOLE
81369Y950SELECT SECTOR SPDR TR$49,6330.44%1,110,100PUTSOLE
N07059950ASML HOLDING N V$46,7530.42%43,700PUTSOLE
855244909STARBUCKS CORP$45,1200.40%535,800CALLSOLE
19260Q907COINBASE GLOBAL INC$43,7350.39%193,400CALLSOLE
874039900TAIWAN SEMICONDUCTOR MFG LTD$43,6080.39%143,500CALLSOLE
76954A953RIVIAN AUTOMOTIVE INC$43,5120.39%2,207,600PUTSOLE
46090E953INVESCO QQQ TR$43,0020.38%70,000PUTSOLE
595112903MICRON TECHNOLOGY INC$41,7840.37%146,400CALLSOLE
464287951ISHARES TR$41,4050.37%756,800PUTSOLE
037833950APPLE INC$40,7790.36%150,000PUTSOLE
90353T950UBER TECHNOLOGIES INC$38,8120.35%475,000PUTSOLE
458140900INTEL CORP$37,8300.34%1,025,200CALLSOLE
595112953MICRON TECHNOLOGY INC$37,2750.33%130,600PUTSOLE
N07059900ASML HOLDING N V$37,1240.33%34,700CALLSOLE
19260Q957COINBASE GLOBAL INC$34,7580.31%153,700PUTSOLE
62914V956NIO INC$32,0350.29%6,281,300PUTSOLE
464286953ISHARES INC$31,8050.28%1,001,100PUTSOLE
68389X905ORACLE CORP$30,7370.27%157,700CALLSOLE
62914V906NIO INC$28,8530.26%5,657,400CALLSOLE
11135F901BROADCOM INC$27,6530.25%79,900CALLSOLE
009066951AIRBNB INC$25,8280.23%190,300PUTSOLE
007903907ADVANCED MICRO DEVICES INC$25,6560.23%119,800CALLSOLE
038222905APPLIED MATLS INC$25,4160.23%98,900CALLSOLE
L8681T902SPOTIFY TECHNOLOGY S A$25,2580.22%43,500CALLSOLE
78462F903SPDR S&P 500 ETF TR$24,9580.22%36,600CALLSOLE
550021909LULULEMON ATHLETICA INC$24,8540.22%119,600CALLSOLE
459200901INTERNATIONAL BUSINESS MACHS$24,8520.22%83,900CALLSOLE
91912E905VALE S A$24,7730.22%1,901,200CALLSOLE
02376R952AMERICAN AIRLS GROUP INC$23,7230.21%1,547,500PUTSOLE
69608A958PALANTIR TECHNOLOGIES INC$23,3030.21%131,100PUTSOLE
056752908BAIDU INC$23,1790.21%177,400CALLSOLE
722304952PDD HOLDINGS INC$23,0520.21%203,300PUTSOLE
042068955ARM HOLDINGS PLC$22,2450.20%203,500PUTSOLE
038222955APPLIED MATLS INC$21,2020.19%82,500PUTSOLE
931142953WALMART INC$20,9450.19%188,000PUTSOLE
46090E903INVESCO QQQ TR$20,8250.19%33,900CALLSOLE
056752958BAIDU INC$20,5920.18%157,600PUTSOLE
76954A903RIVIAN AUTOMOTIVE INC$20,3030.18%1,030,100CALLSOLE
464287901ISHARES TR$19,4550.17%355,600CALLSOLE
17275R952CISCO SYS INC$19,3350.17%251,000PUTSOLE
464286903ISHARES INC$18,9410.17%596,200CALLSOLE
060505954BANK AMERICA CORP$18,8820.17%343,300PUTSOLE
79466L952SALESFORCE INC$18,8620.17%71,200PUTSOLE
855244109SBUXSTARBUCKS CORP$18,8210.17%223,500CommonSOLE
68389X955ORACLE CORP$18,7310.17%96,100PUTSOLE
931142903WALMART INC$18,7060.17%167,900CALLSOLE
254687956DISNEY WALT CO$18,4310.16%162,000PUTSOLE
717081953PFIZER INC$18,1400.16%728,500PUTSOLE
747525903QUALCOMM INC$17,7890.16%104,000CALLSOLE
67066G904NVIDIA CORPORATION$17,4000.15%93,300CALLSOLE
747525953QUALCOMM INC$17,2590.15%100,900PUTSOLE
458140950INTEL CORP$17,2400.15%467,200PUTSOLE
24703L952DELL TECHNOLOGIES INC$15,4080.14%122,400PUTSOLE
670100955NOVO-NORDISK A S$15,1540.13%296,300PUTSOLE
71654V901PETROLEO BRASILEIRO SA PETRO$15,0970.13%1,269,400CALLSOLE
983134907WYNN RESORTS LTD$15,0410.13%125,000CALLSOLE
573874904MARVELL TECHNOLOGY INC$14,8970.13%175,300CALLSOLE
47215P906JD.COM INC$14,6890.13%511,800CALLSOLE
042068905ARM HOLDINGS PLC$14,0140.12%128,200CALLSOLE
70450Y903PAYPAL HLDGS INC$13,9700.12%239,300CALLSOLE
46438F901ISHARES BITCOIN TRUST ETF$13,9620.12%281,200CALLSOLE
550021959LULULEMON ATHLETICA INC$13,1130.12%63,100PUTSOLE
17275R902CISCO SYS INC$12,7790.11%165,900CALLSOLE
81369Y900SELECT SECTOR SPDR TR$12,6440.11%282,800CALLSOLE
46428Q909ISHARES SILVER TR$12,5300.11%194,500CALLSOLE
30231G902EXXON MOBIL CORP$12,2270.11%101,600CALLSOLE
958102955WESTERN DIGITAL CORP$11,2840.10%65,500PUTSOLE
881624959TEVA PHARMACEUTICAL INDS LTD$11,2570.10%360,700PUTSOLE
G6683N953NU HLDGS LTD$11,2010.10%669,100PUTSOLE
345370950FORD MTR CO$11,1830.10%852,400PUTSOLE
60937P906MONGODB INC$10,9120.10%26,000CALLSOLE
060505904BANK AMERICA CORP$10,8020.10%196,400CALLSOLE
254687906DISNEY WALT CO$10,1370.09%89,100CALLSOLE
35671D957FREEPORT-MCMORAN INC$10,1020.09%198,900PUTSOLE
12541W909C H ROBINSON WORLDWIDE INC$9,8550.09%61,300CALLSOLE
717081903PFIZER INC$9,8400.09%395,200CALLSOLE
149123901CATERPILLAR INC$9,7390.09%17,000CALLSOLE
482480950KLA CORP$9,7210.09%8,000PUTSOLE
46438F951ISHARES BITCOIN TRUST ETF$9,7170.09%195,700PUTSOLE
71654V951PETROLEO BRASILEIRO SA PETRO$9,2760.08%779,900PUTSOLE
573874954MARVELL TECHNOLOGY INC$8,9650.08%105,500PUTSOLE
670100905NOVO-NORDISK A S$8,6230.08%168,600CALLSOLE
052769906AUTODESK INC$8,6140.08%29,100CALLSOLE
G6683N903NU HLDGS LTD$8,0600.07%481,500CALLSOLE
651639956NEWMONT CORP$7,5290.07%75,400PUTSOLE
02376R902AMERICAN AIRLS GROUP INC$7,4070.07%483,200CALLSOLE
852234903BLOCK INC$7,4010.07%113,700CALLSOLE
722304102PDDPDD HOLDINGS INC$7,2010.06%63,508CommonSOLE
69608A908PALANTIR TECHNOLOGIES INC$7,1460.06%40,200CALLSOLE
37045V950GENERAL MTRS CO$7,0100.06%86,200PUTSOLE
35671D907FREEPORT-MCMORAN INC$6,9020.06%135,900CALLSOLE
983134957WYNN RESORTS LTD$6,7380.06%56,000PUTSOLE
654106953NIKE INC$6,7280.06%105,600PUTSOLE
500767951KRANESHARES TRUST$6,7080.06%197,000PUTSOLE
285512959ELECTRONIC ARTS INC$6,5790.06%32,200PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6,4090.06%43,725CommonSOLE
872590954T-MOBILE US INC$6,3350.06%31,200PUTSOLE
881624909TEVA PHARMACEUTICAL INDS LTD$6,2610.06%200,600CALLSOLE
871607907SYNOPSYS INC$6,2470.06%13,300CALLSOLE
500767901KRANESHARES TRUST$6,1050.05%179,300CALLSOLE
369604901GE AEROSPACE$6,0070.05%19,500CALLSOLE
247361952DELTA AIR LINES INC DEL$5,9410.05%85,600PUTSOLE
697435905PALO ALTO NETWORKS INC$5,7290.05%31,100CALLSOLE
149123951CATERPILLAR INC$5,7290.05%10,000PUTSOLE
166764900CHEVRON CORP NEW$5,6850.05%37,300CALLSOLE
24703L902DELL TECHNOLOGIES INC$5,5890.05%44,400CALLSOLE
80004C950SANDISK CORP$5,5180.05%23,244PUTSOLE
285512109EAELECTRONIC ARTS INC$5,4150.05%26,500CommonSOLE
958102905WESTERN DIGITAL CORP$5,4090.05%31,400CALLSOLE
31428X956FEDEX CORP$5,4020.05%18,700PUTSOLE
032654905ANALOG DEVICES INC$5,2880.05%19,500CALLSOLE
31428X906FEDEX CORP$5,2570.05%18,200CALLSOLE
15135B901CENTENE CORP DEL$5,2470.05%127,500CALLSOLE
910047959UNITED AIRLS HLDGS INC$5,2110.05%46,600PUTSOLE
60937P956MONGODB INC$5,0360.04%12,000PUTSOLE
911363909UNITED RENTALS INC$4,9370.04%6,100CALLSOLE
146869902CARVANA CO$4,8530.04%11,500CALLSOLE
482480900KLA CORP$4,7390.04%3,900CALLSOLE
30231G952EXXON MOBIL CORP$4,6690.04%38,800PUTSOLE
86800U952SUPER MICRO COMPUTER INC$4,6280.04%158,100PUTSOLE
91324P952UNITEDHEALTH GROUP INC$4,6220.04%14,000PUTSOLE
57636Q954MASTERCARD INCORPORATED$4,5670.04%8,000PUTSOLE
617446958MORGAN STANLEY$4,5270.04%25,500PUTSOLE
83304A956SNAP INC$4,5150.04%559,500PUTSOLE
871607957SYNOPSYS INC$4,5090.04%9,600PUTSOLE
580135901MCDONALDS CORP$4,4930.04%14,700CALLSOLE
852234953BLOCK INC$4,4200.04%67,900PUTSOLE
517834957LAS VEGAS SANDS CORP$4,3610.04%67,000PUTSOLE
833445909SNOWFLAKE INC$4,3210.04%19,700CALLSOLE
02079K305GOOGLALPHABET INC$4,3140.04%13,783CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4,2870.04%46,000CommonSOLE
36118L956FUTU HLDGS LTD$4,2860.04%26,100PUTSOLE
009066901AIRBNB INC$4,2750.04%31,500CALLSOLE
345370900FORD MTR CO$4,1920.04%319,500CALLSOLE
G7997R953SEAGATE TECHNOLOGY HLDNGS PL$4,1860.04%15,200PUTSOLE
254687106DISDISNEY WALT CO$4,1180.04%36,195CommonSOLE
50202M902LI AUTO INC$4,0330.04%238,200CALLSOLE
94419L951WAYFAIR INC$3,9760.04%39,600PUTSOLE
88160R101TSLATESLA INC$3,9340.04%8,747CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$3,9210.03%255,750CommonSOLE
594972958STRATEGY INC$3,9200.03%25,800PUTSOLE
87612E956TARGET CORP$3,8900.03%39,800PUTSOLE
594972908STRATEGY INC$3,8600.03%25,400CALLSOLE
91324P902UNITEDHEALTH GROUP INC$3,7630.03%11,400CALLSOLE
911312906UNITED PARCEL SERVICE INC$3,7000.03%37,300CALLSOLE
090040956BILIBILI INC$3,6840.03%149,800PUTSOLE
G7997R903SEAGATE TECHNOLOGY HLDNGS PL$3,6080.03%13,100CALLSOLE
22788C905CROWDSTRIKE HLDGS INC$3,5160.03%7,500CALLSOLE
37045V900GENERAL MTRS CO$3,4150.03%42,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3,3840.03%3,850CommonSOLE
482497904KE HLDGS INC$3,3570.03%213,000CALLSOLE
11135F101AVGOBROADCOM INC$3,2960.03%9,523CommonSOLE
679295905OKTA INC$3,2170.03%37,200CALLSOLE
172967424CCITIGROUP INC$3,2090.03%27,500CommonSOLE
149123101CATCATERPILLAR INC$3,1860.03%5,562CommonSOLE
670100205NVONOVO-NORDISK A S$3,1660.03%62,226CommonSOLE
166764950CHEVRON CORP NEW$3,1090.03%20,400PUTSOLE
464286400EWZISHARES INC$3,1070.03%97,800CommonSOLE
46428Q959ISHARES SILVER TR$3,0990.03%48,100PUTSOLE
949746901WELLS FARGO CO NEW$3,0940.03%33,200CALLSOLE
86800U902SUPER MICRO COMPUTER INC$3,0590.03%104,500CALLSOLE
98422D955XPENG INC$3,0420.03%150,000PUTSOLE
595112103MUMICRON TECHNOLOGY INC$2,9060.03%10,182CommonSOLE
433000956HIMS & HERS HEALTH INC$2,8900.03%89,000PUTSOLE
032654955ANALOG DEVICES INC$2,8480.03%10,500PUTSOLE
697435955PALO ALTO NETWORKS INC$2,8000.02%15,200PUTSOLE
83406F952SOFI TECHNOLOGIES INC$2,7960.02%106,800PUTSOLE
808513955SCHWAB CHARLES CORP$2,7680.02%27,700PUTSOLE
143658900CARNIVAL CORP$2,7670.02%90,600CALLSOLE
47215P956JD.COM INC$2,7550.02%96,000PUTSOLE
83304A106SNAPSNAP INC$2,7440.02%340,078CommonSOLE
617446908MORGAN STANLEY$2,7340.02%15,400CALLSOLE
60937P106MDBMONGODB INC$2,6360.02%6,281CommonSOLE
06849F958BARRICK MNG CORP$2,6350.02%60,500PUTSOLE
247361902DELTA AIR LINES INC DEL$2,6300.02%37,900CALLSOLE
384802904WW GRAINGER INC$2,5230.02%2,500CALLSOLE
83406F902SOFI TECHNOLOGIES INC$2,4770.02%94,600CALLSOLE
037833100AAPLAPPLE INC$2,4160.02%8,887CommonSOLE
90353T900UBER TECHNOLOGIES INC$2,3290.02%28,500CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2,2910.02%8,319CommonSOLE
500754956KRAFT HEINZ CO$2,2770.02%93,900PUTSOLE
127387958CADENCE DESIGN SYSTEM INC$2,2510.02%7,200PUTSOLE
94419L901WAYFAIR INC$2,1590.02%21,500CALLSOLE
517834907LAS VEGAS SANDS CORP$2,1480.02%33,000CALLSOLE
55087P954LYFT INC$2,1370.02%110,300PUTSOLE
62914V106NIONIO INC$2,1060.02%412,959CommonSOLE
92189F106GDXVANECK ETF TRUST$2,0970.02%24,446CommonSOLE
55087P104LYFTLYFT INC$2,0790.02%107,354CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2,0780.02%3,578CommonSOLE
833445959SNOWFLAKE INC$2,0620.02%9,400PUTSOLE
594918104MSFTMICROSOFT CORP$2,0600.02%4,260CommonSOLE
512807956LAM RESEARCH CORP$2,0540.02%12,000PUTSOLE
500754906KRAFT HEINZ CO$2,0490.02%84,500CALLSOLE
46438R955ISHARES ETHEREUM TR$2,0160.02%89,900PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$2,0160.02%34,535CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1,9980.02%24,451CommonSOLE
50202M952LI AUTO INC$1,9760.02%116,700PUTSOLE
50202M102LILI AUTO INC$1,9270.02%113,830CommonSOLE
654106903NIKE INC$1,8920.02%29,700CALLSOLE
253393902DICKS SPORTING GOODS INC$1,8810.02%9,500CALLSOLE
98980L901ZOOM COMMUNICATIONS INC$1,8550.02%21,500CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1,8080.02%21,271CommonSOLE
98422D905XPENG INC$1,7790.02%87,700CALLSOLE
80004C900SANDISK CORP$1,7550.02%7,392CALLSOLE
090040906BILIBILI INC$1,7360.02%70,600CALLSOLE
143658950CARNIVAL CORP$1,7320.02%56,700PUTSOLE
30303M102METAMETA PLATFORMS INC$1,7190.02%2,604CommonSOLE
83304A906SNAP INC$1,7070.02%211,500CALLSOLE
82509L107SHOPSHOPIFY INC$1,6540.01%10,276CommonSOLE
872590904T-MOBILE US INC$1,6240.01%8,000CALLSOLE
717081103PFEPFIZER INC$1,5960.01%64,100CommonSOLE
21873S958COREWEAVE INC$1,5900.01%22,200PUTSOLE
00724F101ADBEADOBE INC$1,5870.01%4,534CommonSOLE
482497954KE HLDGS INC$1,5760.01%100,000PUTSOLE
78463V107GLDSPDR GOLD TR$1,5460.01%3,900CommonSOLE
67066G104NVDANVIDIA CORPORATION$1,5230.01%8,166CommonSOLE
444859902HUMANA INC$1,4600.01%5,700CALLSOLE
958102105WDCWESTERN DIGITAL CORP$1,3840.01%8,033CommonSOLE
433000906HIMS & HERS HEALTH INC$1,3700.01%42,200CALLSOLE
008474958AGNICO EAGLE MINES LTD$1,3390.01%7,900PUTSOLE
025816109AXPAMERICAN EXPRESS CO$1,3320.01%3,600CommonSOLE
090040106BILIBILIBILI INC$1,3080.01%53,203CommonSOLE
052769956AUTODESK INC$1,2730.01%4,300PUTSOLE
17275R102CSCOCISCO SYS INC$1,2330.01%16,003CommonSOLE
369604951GE AEROSPACE$1,2320.01%4,000PUTSOLE
285512909ELECTRONIC ARTS INC$1,2260.01%6,000CALLSOLE
64110L106NFLXNETFLIX INC$1,2120.01%12,930CommonSOLE
22788C955CROWDSTRIKE HLDGS INC$1,1720.01%2,500PUTSOLE
458140100INTCINTEL CORP$1,1220.01%30,418CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1,0800.01%34,600CommonSOLE
98980G902ZSCALER INC$1,0570.01%4,700CALLSOLE
36118L906FUTU HLDGS LTD$1,0510.01%6,400CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,0500.01%28,375CommonSOLE
46090E103QQQINVESCO QQQ TR$1,0330.01%1,681CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1,0260.01%4,538CommonSOLE
482480100KLACKLA CORP$1,0260.01%844CommonSOLE
87612E906TARGET CORP$1,0170.01%10,400CALLSOLE
512807906LAM RESEARCH CORP$1,0100.01%5,900CALLSOLE
023135106AMZNAMAZON COM INC$1,0010.01%4,335CommonSOLE
36118L106FUTUFUTU HLDGS LTD$9900.01%6,029CommonSOLE
06849F908BARRICK MNG CORP$9800.01%22,500CALLSOLE
808513905SCHWAB CHARLES CORP$9790.01%9,800CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$9640.01%4,502CommonSOLE
911312956UNITED PARCEL SERVICE INC$9520.01%9,600PUTSOLE
75513E901RTX CORPORATION$9170.01%5,000CALLSOLE
444859952HUMANA INC$8960.01%3,500PUTSOLE
053774955AVIS BUDGET GROUP$8850.01%6,900PUTSOLE
98585X904YETI HLDGS INC$8830.01%20,000CALLSOLE
674599905OCCIDENTAL PETE CORP$8350.01%20,300CALLSOLE
143658300CCL1EURCARNIVAL CORP$8230.01%26,954CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8180.01%1,200CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$8140.01%12,500CommonSOLE
747525103QCOMQUALCOMM INC$7930.01%4,635CommonSOLE
15135B951CENTENE CORP DEL$7860.01%19,100PUTSOLE
169656905CHIPOTLE MEXICAN GRILL INC$7770.01%21,000CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7610.01%2,505CommonSOLE
146869952CARVANA CO$7600.01%1,800PUTSOLE
550021109LULULULULEMON ATHLETICA INC$7250.01%3,491CommonSOLE
009066101ABNBAIRBNB INC$6830.01%5,032CommonSOLE
91912E105VALEVALE S A$6780.01%52,062CommonSOLE
15118V907CELSIUS HLDGS INC$6630.01%14,500CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6520.01%2,200CommonSOLE
910047909UNITED AIRLS HLDGS INC$6370.01%5,700CALLSOLE
482497104BEKEKE HLDGS INC$6310.01%40,007CommonSOLE
780287108RGLDROYAL GOLD INC$6170.01%2,775CommonSOLE
98980L951ZOOM COMMUNICATIONS INC$6040.01%7,000PUTSOLE
433000106HIMSHIMS & HERS HEALTH INC$6010.01%18,500CommonSOLE
47215P106JDJD.COM INC$5840.01%20,350CommonSOLE
30212P903EXPEDIA GROUP INC$5670.01%2,000CALLSOLE
12541W959C H ROBINSON WORLDWIDE INC$5630.01%3,500PUTSOLE
910047109UALUNITED AIRLS HLDGS INC$5530.00%4,944CommonSOLE
253393952DICKS SPORTING GOODS INC$5150.00%2,600PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$5140.00%5,185CommonSOLE
04342Y904ASANA INC$5030.00%36,700CALLSOLE
55087P904LYFT INC$4770.00%24,600CALLSOLE
038222105AMATAPPLIED MATLS INC$4750.00%1,849CommonSOLE
00206R902AT&T INC$4650.00%18,700CALLSOLE
580135951MCDONALDS CORP$4580.00%1,500PUTSOLE
88076W903TERADATA CORP DEL$4570.00%15,000CALLSOLE
N07059210ASMLASML HOLDING N V$4510.00%422CommonSOLE
780287908ROYAL GOLD INC$4450.00%2,000CALLSOLE
056752108BIDUBAIDU INC$4140.00%3,172CommonSOLE
852234103XYZBLOCK INC$4100.00%6,300CommonSOLE
33829M101FIVEFIVE BELOW INC$4080.00%2,164CommonSOLE
79466L302CRMSALESFORCE INC$4060.00%1,533CommonSOLE
651639906NEWMONT CORP$3990.00%4,000CALLSOLE
98422D105XPEVXPENG INC$3770.00%18,604CommonSOLE
053774105CARAVIS BUDGET GROUP$3770.00%2,937CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3760.00%31,702CommonSOLE
682189955ON SEMICONDUCTOR CORP$3680.00%6,800PUTSOLE
931142103WMTWALMART INC$3570.00%3,200CommonSOLE
46438R905ISHARES ETHEREUM TR$3480.00%15,500CALLSOLE
679295955OKTA INC$3460.00%4,000PUTSOLE
052769106ADSKAUTODESK INC$3260.00%1,100CommonSOLE
92840M902VISTRA CORP$3230.00%2,000CALLSOLE
654106103NKENIKE INC$2860.00%4,486CommonSOLE
31428X106FDXFEDEX CORP$2760.00%956CommonSOLE
464287184FXIISHARES TR$2600.00%6,800CommonSOLE
871607107SNPSSYNOPSYS INC$2310.00%491CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$2290.00%1,426CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2270.00%1,279CommonSOLE
512807306LRCXLAM RESEARCH CORP$2260.00%1,320CommonSOLE
98980G952ZSCALER INC$2250.00%1,000PUTSOLE
146869102CVNACARVANA CO$2150.00%510CommonSOLE
04342Y954ASANA INC$2070.00%15,100PUTSOLE
12468P104AIC3 AI INC$1920.00%14,237CommonSOLE
12468P904C3 AI INC$1770.00%13,100CALLSOLE
302491903FMC CORP$1540.00%11,100CALLSOLE
38046C909GOGO INC$1400.00%30,000CALLSOLE
74347B959PROSHARES TR$1250.00%10,300PUTSOLE

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.