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Paloma Partners Management Co

Q1 2024 · 13F-HR

Paloma Partners Management Coholdings as filed

Filed 2024-05-15 · accession 0001633870-24-000003

$1.89B
Reported value
742
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 742

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$141.3M7.46%270,122CALLSOLE
46090E103QQQINVESCO QQQ TR$68.2M3.60%153,583CALLSOLE
464288513HYGISHARES TR$51.5M2.72%662,833CALLSHARED
13123X508CPE*CALLON PETE CO DEL$39.2M2.07%1,095,237CommonSHARED
464287655IWMISHARES TR$37.7M1.99%179,346CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$28.7M1.51%437,004CALLSHARED
81369Y605XLFSELECT SECTOR SPDR TR$24.7M1.31%587,267CALLSHARED
81369Y308XLPSELECT SECTOR SPDR TR$23.0M1.21%300,937CALLSHARED
81369Y100XLBSELECT SECTOR SPDR TR$19.6M1.03%210,604CALLSHARED
81369Y704XLISELECT SECTOR SPDR TR$19.0M1.00%150,523CALLSHARED
464287739IYRISHARES TR$18.4M0.97%205,184CALLSHARED
163072AA9CAKE 0.375 06/15/26CHEESECAKE FACTORY INC$18.0M0.95%20,154,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$17.4M0.92%21,500,000CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$16.6M0.88%90,264CALLSHARED
78464A755XMESPDR SER TR$15.7M0.83%260,578CALLSHARED
464287242LQDISHARES TR$15.0M0.79%138,000CALLSHARED
09061GAH4BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC$15.0M0.79%15,250,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$14.9M0.79%100,842CALLSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$14.9M0.79%12,112,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$14.8M0.78%10,200,000CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$14.4M0.76%31,709CALLSHARED
78467X109DIASPDR DOW JONES INDL AVERAGE$13.8M0.73%34,597CALLSHARED
81369Y506XLESELECT SECTOR SPDR TR$13.0M0.69%137,626CALLSHARED
81369Y506XLESELECT SECTOR SPDR TR$12.6M0.66%133,283CommonSHARED
464287465EFAISHARES TR$12.2M0.65%153,138CALLSHARED
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$11.8M0.62%17,263,000CommonSOLE
39525U107GFRGREENFIRE RES LTD NEW$11.7M0.61%1,949,833CommonSHARED
464287234EEMISHARES TR$11.6M0.61%282,720CommonSHARED
244199105DEDEERE & CO$11.4M0.60%27,759CALLSHARED
78464A755XMESPDR SER TR$11.2M0.59%185,601CommonSHARED
78467X109DIASPDR DOW JONES INDL AVERAGE$11.2M0.59%28,036CommonSHARED
464287556IBBISHARES TR$10.8M0.57%78,374CALLSHARED
81369Y209XLVSELECT SECTOR SPDR TR$10.4M0.55%70,355CommonSHARED
78468R556XOPSPDR SER TR$10.4M0.55%67,041CommonSHARED
375558103GILDGILEAD SCIENCES INC$10.3M0.55%141,195CALLSHARED
H84989104TEL1USDTE CONNECTIVITY LTD$9.9M0.52%68,357CALLSHARED
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$9.9M0.52%8,000,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$9.5M0.50%9,640,000CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$9.2M0.49%58,805CALLSHARED
49456B101KMIKINDER MORGAN INC DEL$9.1M0.48%495,965CALLSHARED
81369Y803XLKSELECT SECTOR SPDR TR$9.1M0.48%43,652CALLSHARED
75886F107REGNREGENERON PHARMACEUTICALS$8.9M0.47%9,285CALLSHARED
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$8.6M0.45%5,372,000CommonSOLE
464287432TLTISHARES TR$8.5M0.45%90,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.3M0.44%19,686CALLSHARED
464287432TLTISHARES TR$8.2M0.43%87,061CALLSHARED
235851102DHRDANAHER CORPORATION$8.1M0.43%32,351CALLSHARED
911312106UPSUNITED PARCEL SERVICE INC$8.0M0.42%53,876CALLSHARED
57636Q104MAMASTERCARD INCORPORATED$7.8M0.41%16,258CALLSHARED
871829107SYYSYSCO CORP$7.8M0.41%95,541CALLSHARED
17275R102CSCOCISCO SYS INC$7.7M0.41%155,104CALLSHARED
693506107PPGPPG INDS INC$7.7M0.41%53,274CALLSHARED
427866108HSYHERSHEY CO$7.6M0.40%39,295CALLSHARED
22160K105COSTCOSTCO WHSL CORP NEW$7.6M0.40%10,418CALLSHARED
518439104ELLAUDER ESTEE COS INC$7.5M0.40%48,887CALLSHARED
445658107JBHTHUNT J B TRANS SVCS INC$7.4M0.39%37,355CALLSHARED
30231G102XOMEXXON MOBIL CORP$7.4M0.39%64,007CommonSHARED
88579Y101MMM3M CO$7.4M0.39%70,004CommonSHARED
872540109TJXTJX COS INC NEW$7.4M0.39%72,638CALLSHARED
461202103INTUINTUIT$7.2M0.38%11,137CALLSHARED
609207105MDLZMONDELEZ INTL INC$7.1M0.38%101,554CALLSHARED
464286400EWZISHARES INC$7.1M0.37%217,500CALLSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$7.0M0.37%12,000,000CommonSOLE
464288281EMBISHARES TR$7.0M0.37%78,000CALLSHARED
92189F106GDXVANECK ETF TRUST$7.0M0.37%220,901CALLSHARED
G4939KAF3IQ 6.5 03/15/28IQIYI INC$6.8M0.36%7,200,000CommonSOLE
294429105EFXEQUIFAX INC$6.7M0.36%25,183CALLSHARED
26922A842JETSETF SER SOLUTIONS$6.7M0.35%318,000CALLSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.6M0.35%33,614CALLSHARED
075887109BDXBECTON DICKINSON & CO$6.6M0.35%26,711CALLSHARED
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$6.5M0.35%5,600,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$6.3M0.33%162,459CALLSHARED
18979T105CNFINANCE HLDGS LTD$6.3M0.33%3,053,377CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.3M0.33%25,160CALLSHARED
37045V100GMGENERAL MTRS CO$6.2M0.33%136,040CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$6.0M0.32%2,100,000CommonSHARED
88160R101TSLATESLA INC$5.9M0.31%33,391CALLSHARED
78409V104SPGIS&P GLOBAL INC$5.8M0.31%13,647CALLSHARED
209115104EDCONSOLIDATED EDISON INC$5.8M0.30%63,629CALLSHARED
464287184FXIISHARES TR$5.6M0.30%233,051CALLSHARED
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$5.4M0.29%6,000,000CommonSOLE
166764100CVXCHEVRON CORP NEW$5.4M0.29%34,310CALLSHARED
988498101YUMYUM BRANDS INC$5.4M0.29%38,988CALLSHARED
437076102HDHOME DEPOT INC$5.4M0.28%14,030CALLSHARED
00287Y109ABBVABBVIE INC$5.3M0.28%28,968CALLSHARED
615369105MCOMOODYS CORP$5.2M0.27%13,230CALLSHARED
98978V103ZTSZOETIS INC$5.1M0.27%30,258CALLSHARED
369604301GEGENERAL ELECTRIC CO$4.8M0.26%27,595CommonSHARED
384802104GWWGRAINGER W W INC$4.8M0.25%4,731CALLSHARED
55354G100MSCIMSCI INC$4.8M0.25%8,579CALLSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4.7M0.25%35,873CALLSHARED
060505104BACBANK AMERICA CORP$4.7M0.25%122,974CommonSHARED
00206R102TAT&T INC$4.7M0.25%264,294CALLSHARED
75513E101RTXRTX CORPORATION$4.7M0.25%47,687CommonSHARED
037833100AAPLAPPLE INC$4.6M0.24%27,002CALLSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$4.5M0.24%43,293CommonSHARED
704326107PAYXPAYCHEX INC$4.4M0.23%36,070CALLSHARED
718172109PMPHILIP MORRIS INTL INC$4.4M0.23%48,133CALLSHARED
911312106UPSUNITED PARCEL SERVICE INC$4.4M0.23%29,569CommonSHARED
88339J105TTDTHE TRADE DESK INC$4.3M0.23%49,734CALLSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$4.3M0.23%30,783CommonSHARED
012653200ALB 7.25 03/01/27ALBEMARLE CORP$4.2M0.22%72,000CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$4.2M0.22%4,342CALLSHARED
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$4.2M0.22%5,000,000CommonSOLE
172908105CTASCINTAS CORP$4.2M0.22%6,070CALLSHARED
34959E109FTNTFORTINET INC$4.1M0.22%60,568CALLSHARED
670346105NUENUCOR CORP$4.1M0.22%20,665CALLSHARED
452308109ITWILLINOIS TOOL WKS INC$4.1M0.21%15,151CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.1M0.21%19,052CommonSHARED
81141RAG5SEALTD 0.25 09/15/26SEA LTD$4.1M0.21%4,725,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$4.0M0.21%130,990CALLSOLE
337738108FISVFISERV INC$4.0M0.21%25,124CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$4.0M0.21%26,903CALLSHARED
91324P102UNHUNITEDHEALTH GROUP INC$4.0M0.21%8,085CALLSHARED
438516106HONHONEYWELL INTL INC$4.0M0.21%19,455CALLSHARED
46120E602ISRGINTUITIVE SURGICAL INC$3.9M0.21%9,876CALLSHARED
78462F103SPYSPDR S&P 500 ETF TR$3.9M0.21%7,496CommonSHARED
65339F101NEENEXTERA ENERGY INC$3.9M0.21%61,029CommonSOLE
74460D109PSAPUBLIC STORAGE$3.9M0.20%13,357CALLSHARED
472145AD3JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD$3.9M0.20%3,900,000CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.8M0.20%1,315CALLSHARED
443201108HWMHOWMET AEROSPACE INC$3.7M0.20%54,620CALLSHARED
651639106NEMNEWMONT CORP$3.7M0.20%103,453CALLSHARED
81141RAF7SEALTD 2.375 12/01/25SEA LTD$3.7M0.19%3,630,000CommonSHARED
744320102PRUPRUDENTIAL FINL INC$3.7M0.19%31,247CommonSHARED
22822V101CCICROWN CASTLE INC$3.6M0.19%33,734CALLSHARED
98954MAE1Z 0.75 09/01/24ZILLOW GROUP INC$3.6M0.19%3,000,000CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$3.5M0.19%41,227CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$3.5M0.19%7,379CALLSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.5M0.18%25,285CALLSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$3.5M0.18%11,107CALLSHARED
20030N101CMCSACOMCAST CORP NEW$3.4M0.18%78,853CommonSHARED
052769106ADSKAUTODESK INC$3.4M0.18%13,083CALLSHARED
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$3.4M0.18%3,480,000CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$3.4M0.18%52,057CALLSHARED
020002101ALLALLSTATE CORP$3.4M0.18%19,395CommonSHARED
11135F101AVGOBROADCOM INC$3.4M0.18%2,531CALLSHARED
81762P102NOWSERVICENOW INC$3.3M0.17%4,342CALLSHARED
278865100ECLECOLAB INC$3.3M0.17%14,225CALLSHARED
247361702DALDELTA AIR LINES INC DEL$3.3M0.17%68,005CALLSHARED
94419LAM3W 0.625 10/01/25WAYFAIR INC$3.2M0.17%3,476,000CommonSHARED
166764100CVXCHEVRON CORP NEW$3.2M0.17%20,504CommonSHARED
26210CAD6DBX 0 03/01/28DROPBOX INC$3.2M0.17%3,450,000CommonSHARED
92939U106WECWEC ENERGY GROUP INC$3.2M0.17%39,247CALLSHARED
09260D107BXBLACKSTONE INC$3.2M0.17%24,397CALLSHARED
482480100KLACKLA CORP$3.2M0.17%4,542CALLSHARED
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$3.1M0.16%3,060,000CommonSHARED
040413106ANETEURARISTA NETWORKS INC$3.1M0.16%10,719CommonSHARED
487836108KKELLANOVA$3.1M0.16%54,218CALLSHARED
30161N101EXCEXELON CORP$3.1M0.16%82,213CALLSHARED
26441C204DUKDUKE ENERGY CORP NEW$3.1M0.16%31,819CALLSHARED
026874784AIGAMERICAN INTL GROUP INC$3.0M0.16%38,465CommonSHARED
125523100CITHE CIGNA GROUP$3.0M0.16%8,271CALLSHARED
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$3.0M0.16%45,835CALLSHARED
31428X106FDXFEDEX CORP$3.0M0.16%10,305CALLSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.0M0.16%5,137CALLSHARED
036752103ELVELEVANCE HEALTH INC$3.0M0.16%5,748CALLSHARED
039483102ADMARCHER DANIELS MIDLAND CO$3.0M0.16%47,161CALLSHARED
30231G102XOMEXXON MOBIL CORP$3.0M0.16%25,431CALLSHARED
94419LAF8W 1 08/15/26WAYFAIR INC$3.0M0.16%3,182,000CommonSHARED
745867101PHMPULTE GROUP INC$2.9M0.16%24,391CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$2.9M0.15%9,999CALLSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$2.9M0.15%11,653CommonSHARED
464287234EEMISHARES TR$2.9M0.15%70,800CALLSHARED
025816109AXPAMERICAN EXPRESS CO$2.9M0.15%12,728CALLSHARED
337932107FEFIRSTENERGY CORP$2.9M0.15%74,988CALLSHARED
254687106DISDISNEY WALT CO$2.9M0.15%23,544CommonSHARED
58933Y105MRKMERCK & CO INC$2.9M0.15%21,830CommonSHARED
816851109SRESEMPRA$2.9M0.15%40,096CALLSHARED
244199105DEDEERE & CO$2.9M0.15%6,979CommonSHARED
172967424CCITIGROUP INC$2.9M0.15%45,214CommonSHARED
806857108SLBSCHLUMBERGER LTD$2.8M0.15%51,987CALLSHARED
02079K107GOOGALPHABET INC$2.8M0.15%18,622CommonSHARED
30303M102METAMETA PLATFORMS INC$2.8M0.15%5,838CommonSHARED
548661107LOWLOWES COS INC$2.8M0.15%11,121CALLSHARED
10316T104BOXBOX INC$2.8M0.15%100,000CALLSOLE
56585A102MPCMARATHON PETE CORP$2.8M0.15%13,997CommonSHARED
74340W103PLDPROLOGIS INC.$2.8M0.15%21,649CALLSHARED
580135101MCDMCDONALDS CORP$2.8M0.15%9,974CALLSHARED
64110L106NFLXNETFLIX INC$2.8M0.15%4,623CommonSHARED
912909AT5X 5 11/01/26UNITED STATES STL CORP$2.8M0.15%910,000CommonSHARED
713448108PEPPEPSICO INC$2.8M0.15%15,994CommonSHARED
025816109AXPAMERICAN EXPRESS CO$2.8M0.15%12,108CommonSHARED
09260D107BXBLACKSTONE INC$2.8M0.15%20,966CommonSHARED
097023105BABOEING CO$2.7M0.15%14,245CALLSHARED
11135F101AVGOBROADCOM INC$2.7M0.14%2,055CommonSHARED
22160N109CSGPCOSTAR GROUP INC$2.7M0.14%28,195CALLSHARED
517834107LVSLAS VEGAS SANDS CORP$2.7M0.14%52,624CALLSHARED
25179M103DVNDEVON ENERGY CORP NEW$2.7M0.14%54,207CALLSHARED
009158106APDAIR PRODS & CHEMS INC$2.7M0.14%11,154CALLSHARED
70450Y103PYPLPAYPAL HLDGS INC$2.7M0.14%40,209CALLSHARED
949746101WMT2WELLS FARGO CO NEW$2.7M0.14%45,724CommonSHARED
58155Q103MCKMCKESSON CORP$2.6M0.14%4,917CommonSHARED
902973304USBUS BANCORP DEL$2.6M0.14%58,039CALLSHARED
92826C839VVISA INC$2.6M0.14%9,295CommonSHARED
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$2.6M0.14%40,500CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.6M0.14%8,894CALLSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.6M0.14%11,712CALLSHARED
871829107SYYSYSCO CORP$2.6M0.14%31,567CommonSHARED
72352L106PINSPINTEREST INC$2.6M0.14%73,811CALLSHARED
756109104OREALTY INCOME CORP$2.6M0.13%47,262CALLSHARED
126650100CVSCVS HEALTH CORP$2.5M0.13%31,913CommonSHARED
25809K105DASHDOORDASH INC$2.5M0.13%18,422CommonSHARED
09247X101BLKCHFBLACKROCK INC$2.5M0.13%3,028CALLSHARED
760759100RSGREPUBLIC SVCS INC$2.5M0.13%13,146CALLSHARED
882508104TXNTEXAS INSTRS INC$2.5M0.13%14,410CALLSHARED
857477103STTSTATE STR CORP$2.5M0.13%32,399CALLSHARED
406216101HALHALLIBURTON CO$2.5M0.13%62,764CALLSHARED
372460105GPCGENUINE PARTS CO$2.5M0.13%15,953CALLSHARED
10316T104BOXBOX INC$2.4M0.13%85,490CommonSOLE
464287739IYRISHARES TR$2.4M0.13%26,868CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$2.4M0.13%12,048CALLSHARED
81369Y308XLPSELECT SECTOR SPDR TR$2.4M0.13%31,475CommonSHARED
370334104GISGENERAL MLS INC$2.4M0.13%34,306CALLSHARED
40131M109GHGUARDANT HEALTH INC$2.4M0.13%115,300CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.12%4,811CommonSHARED
058498106BALLBALL CORP$2.3M0.12%34,289CommonSHARED
369550108GDGENERAL DYNAMICS CORP$2.3M0.12%8,174CALLSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2.3M0.12%25,124CALLSHARED
92343V104VZVERIZON COMMUNICATIONS INC$2.3M0.12%54,366CommonSHARED
682189105ONON SEMICONDUCTOR CORP$2.2M0.12%30,588CALLSHARED
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$2.2M0.12%2,318,000CommonSHARED
855244109SBUXSTARBUCKS CORP$2.2M0.12%24,353CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$2.2M0.12%8,701CALLSHARED
617446448MSMORGAN STANLEY$2.2M0.12%23,491CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$2.2M0.12%3,236CALLSHARED
629377508NRGNRG ENERGY INC$2.2M0.11%31,964CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$2.2M0.11%2,246CommonSHARED
98978V103ZTSZOETIS INC$2.1M0.11%12,307CommonSHARED
92826C839VVISA INC$2.1M0.11%7,419CALLSHARED
375558103GILDGILEAD SCIENCES INC$2.1M0.11%28,092CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$2.0M0.11%26,709CALLSHARED
64110L106NFLXNETFLIX INC$2.0M0.11%3,353CALLSHARED
855244109SBUXSTARBUCKS CORP$2.0M0.11%22,223CALLSHARED
922475108VEEVVEEVA SYS INC$2.0M0.11%8,721CALLSHARED
03820C105AITAPPLIED INDL TECHNOLOGIES IN$2.0M0.10%10,037CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$1.9M0.10%18,408CommonSHARED
78409V104SPGIS&P GLOBAL INC$1.9M0.10%4,546CommonSHARED
235851102DHRDANAHER CORPORATION$1.9M0.10%7,710CommonSHARED
G29183103ETNEATON CORP PLC$1.9M0.10%6,107CommonSHARED
989701107ZIONZIONS BANCORPORATION N A$1.9M0.10%43,675CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$1.9M0.10%28,755CommonSHARED
617446448MSMORGAN STANLEY$1.9M0.10%19,752CALLSHARED
963320106WHRWHIRLPOOL CORP$1.8M0.10%15,443CommonSHARED
464287556IBBISHARES TR$1.8M0.10%13,211CommonSHARED
98138H101WDAYWORKDAY INC$1.8M0.10%6,644CALLSHARED
37045V100GMGENERAL MTRS CO$1.8M0.10%39,696CALLSHARED
053332102AZOAUTOZONE INC$1.8M0.09%561CommonSHARED
665859104NTRSNORTHERN TR CORP$1.8M0.09%19,820CommonSHARED
775711104ROLROLLINS INC$1.8M0.09%37,891CommonSHARED
526057104LENLENNAR CORP$1.8M0.09%10,189CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$1.8M0.09%19,440CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$1.8M0.09%13,353CALLSHARED
143130102KMXCARMAX INC$1.7M0.09%20,000CALLSOLE
14149Y108CAHCARDINAL HEALTH INC$1.7M0.09%15,435CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$1.7M0.09%14,000CALLSHARED
231021106CMICUMMINS INC$1.7M0.09%5,760CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$1.7M0.09%35,442CALLSHARED
23282W605CYTKCYTOKINETICS INC$1.6M0.09%23,394CommonSHARED
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$1.6M0.09%1,440,000CommonSHARED
149123101CATCATERPILLAR INC$1.6M0.09%4,416CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$1.6M0.08%7,934CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.6M0.08%13,312CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$1.5M0.08%11,217CALLSHARED
30225T102EXREXTRA SPACE STORAGE INC$1.5M0.08%10,510CALLSHARED
16411R208LNGCHENIERE ENERGY INC$1.5M0.08%9,491CALLSHARED
291011104EMREMERSON ELEC CO$1.5M0.08%13,452CommonSHARED
038222105AMATAPPLIED MATLS INC$1.5M0.08%7,357CALLSHARED
571903202MARMARRIOTT INTL INC NEW$1.5M0.08%5,967CommonSHARED
02209S103MOALTRIA GROUP INC$1.5M0.08%34,500CALLSHARED
69351T106PPLPPL CORP$1.5M0.08%54,047CALLSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$1.5M0.08%1,313CALLSHARED
09857L108BKNGBOOKING HOLDINGS INC$1.5M0.08%404CALLSHARED
44332N106HTHTH WORLD GROUP LTD$1.5M0.08%37,800CommonSHARED
281020107EIXEDISON INTL$1.5M0.08%20,618CALLSHARED
808513105SCHWSCHWAB CHARLES CORP$1.4M0.08%19,846CALLSHARED
02156K103OPTUALTICE USA INC$1.4M0.08%550,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.08%9,049CALLSHARED
443201108HWMHOWMET AEROSPACE INC$1.4M0.08%20,822CommonSHARED
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$1.4M0.07%1,200,000CommonSHARED
88339PAD3REAL 1 03/01/28THE REALREAL INC$1.4M0.07%3,151,000CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$1.4M0.07%45,518CommonSOLE
023608102AEEAMEREN CORP$1.4M0.07%18,593CALLSHARED
064058100BKBANK NEW YORK MELLON CORP$1.4M0.07%23,851CommonSHARED
79466L302CRMSALESFORCE INC$1.4M0.07%4,537CALLSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.3M0.07%19,954CommonSHARED
436440101HO1HOLOGIC INC$1.3M0.07%17,061CommonSHARED
902494103TSNTYSON FOODS INC$1.3M0.07%22,457CommonSHARED
74762E102QUREQUANTA SVCS INC$1.3M0.07%5,051CommonSHARED
478160104JNJJOHNSON & JOHNSON$1.3M0.07%8,060CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.3M0.07%14,800CALLSHARED
580135101MCDMCDONALDS CORP$1.3M0.07%4,489CommonSHARED
87874RAD2TTGT 0 12/15/26TECHTARGET INC$1.3M0.07%1,320,000CommonSHARED
487836108KKELLANOVA$1.2M0.07%21,734CommonSHARED
816851109SRESEMPRA$1.2M0.07%17,264CommonSHARED
863667101SYKSTRYKER CORPORATION$1.2M0.06%3,433CALLSHARED
830566105SKAASKECHERS U S A INC$1.2M0.06%20,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$1.2M0.06%1,280,000CommonSHARED
87612E106TGTTARGET CORP$1.2M0.06%6,831CommonSHARED
931142103WMTWALMART INC$1.2M0.06%20,110CALLSHARED
969904101WSMWILLIAMS SONOMA INC$1.2M0.06%3,801CommonSHARED
39525U107GFRGREENFIRE RES LTD NEW$1.2M0.06%201,788CALLSHARED
03076C106AMPAMERIPRISE FINL INC$1.2M0.06%2,725CommonSHARED
23204X103CTOSCUSTOM TRUCK ONE SOURCE INC$1.2M0.06%205,000CommonSHARED
256677105DGDOLLAR GEN CORP NEW$1.2M0.06%7,645CALLSHARED
H1467J104CBCHUBB LIMITED$1.2M0.06%4,594CommonSHARED
609207105MDLZMONDELEZ INTL INC$1.2M0.06%16,927CommonSHARED
023135106AMZNAMAZON COM INC$1.2M0.06%6,470CALLSHARED
38021H107PUCKGOAL ACQUISITIONS CORP$1.2M0.06%107,765CALLSHARED
464288513HYGISHARES TR$1.1M0.06%14,732CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$1.1M0.06%34,059CALLSHARED
670837103OGEOGE ENERGY CORP$1.1M0.06%33,161CommonSHARED
26875P101EOGEOG RES INC$1.1M0.06%8,881CALLSHARED
713448108PEPPEPSICO INC$1.1M0.06%6,480CALLSHARED
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$1.1M0.06%1,120,000CommonSHARED
H2906T109GRMNGARMIN LTD$1.1M0.06%7,505CommonSHARED
84265V105SCCOSOUTHERN COPPER CORP$1.1M0.06%10,453CommonSHARED
460146103IPINTERNATIONAL PAPER CO$1.1M0.06%28,473CommonSHARED
291011104EMREMERSON ELEC CO$1.1M0.06%9,783CALLSHARED
427866108HSYHERSHEY CO$1.1M0.06%5,652CommonSHARED
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$1.1M0.06%1,187,000CommonSHARED
30303M102METAMETA PLATFORMS INC$1.1M0.06%2,210CALLSHARED
753422AF1RPD 0.25 03/15/27RAPID7 INC$1.1M0.06%1,200,000CommonSHARED
911363109URIUNITED RENTALS INC$1.0M0.06%1,456CommonSHARED
458140100INTCINTEL CORP$1.0M0.06%23,753CALLSHARED
256746108DLTRDOLLAR TREE INC$1.0M0.05%7,804CommonSHARED
04911A107AUBATLANTIC UN BANKSHARES CORP$1.0M0.05%28,642CommonSHARED
59156R108METMETLIFE INC$1.0M0.05%13,598CommonSHARED
858119100STLDSTEEL DYNAMICS INC$995,6610.05%6,717CommonSHARED
95040Q104WELLWELLTOWER INC$987,0070.05%10,563CALLSHARED
22052L104CTVACORTEVA INC$983,7350.05%17,058CALLSHARED
31620M106FISFIDELITY NATL INFORMATION SV$971,3130.05%13,094CommonSHARED
594918104MSFTMICROSOFT CORP$969,3390.05%2,304CALLSHARED
002824100ABTABBOTT LABS$954,9710.05%8,402CALLSHARED
828806109SPGSIMON PPTY GROUP INC NEW$954,7450.05%6,101CALLSHARED
857477103STTSTATE STR CORP$934,0260.05%12,080CommonSHARED
00827B106AFRMAFFIRM HLDGS INC$931,5000.05%25,000CALLSOLE
620076307MSIMOTOROLA SOLUTIONS INC$922,2380.05%2,598CommonSHARED
001055102AFLAFLAC INC$919,6460.05%10,711CommonSHARED
538034AU3LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN$902,7700.05%810,000CommonSHARED
03073E105CORCENCORA INC$900,7640.05%3,707CALLSHARED
18915M107NETCLOUDFLARE INC$891,3200.05%9,205CALLSHARED
219350105GLWCORNING INC$885,2070.05%26,857CALLSHARED
852234103XYZBLOCK INC$876,6720.05%10,365CommonSHARED
57686G105MATXMATSON INC$875,2590.05%7,787CommonSHARED
90384S303ULTAULTA BEAUTY INC$866,4120.05%1,657CommonSHARED
03831W108APPAPPLOVIN CORP$858,8820.05%12,408CommonSHARED
87612E106TGTTARGET CORP$845,2920.04%4,770CALLSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$844,8940.04%9,080CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$842,0690.04%6,510CALLSHARED
12504L109CBRECBRE GROUP INC$836,2640.04%8,600CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$824,0610.04%4,458CommonSHARED
718172109PMPHILIP MORRIS INTL INC$812,8530.04%8,872CommonSHARED
693718108PCARPACCAR INC$808,3820.04%6,525CommonSHARED
871607107SNPSSYNOPSYS INC$806,3870.04%1,411CALLSHARED
G6095L109APTIV PLC$783,1190.04%9,832CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$772,0290.04%2,912CommonSHARED
718546104PSXPHILLIPS 66$758,2240.04%4,642CommonSHARED
78468R556XOPSPDR SER TR$755,2840.04%4,875CALLSHARED
278642103EBAYEBAY INC.$755,1230.04%14,307CommonSHARED
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$754,6910.04%571,000CommonSHARED
345370860FFORD MTR CO DEL$745,9380.04%56,170CALLSHARED
892356106TSCOTRACTOR SUPPLY CO$739,0970.04%2,824CommonSHARED
497266106KEXKIRBY CORP$738,9210.04%7,752CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$734,1400.04%1,309CALLSHARED
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$728,2660.04%961,000CommonSHARED
526057104LENLENNAR CORP$727,3030.04%4,229CALLSHARED
191216100KOCOCA COLA CO$716,8460.04%11,717CALLSHARED
444859102HUMHUMANA INC$709,7360.04%2,047CALLSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$705,9420.04%3,385CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$695,3100.04%5,703CommonSHARED
751212101RLRALPH LAUREN CORP$694,3360.04%3,698CommonSHARED
654106103NKENIKE INC$692,3510.04%7,367CALLSHARED
H11356104BGBUNGE GLOBAL SA$690,7800.04%6,738CommonSHARED
060505104BACBANK AMERICA CORP$688,7790.04%18,164CALLSHARED
143658300CCL1EURCARNIVAL CORP$685,0870.04%41,927CALLSHARED
171340102CHDCHURCH & DWIGHT CO INC$683,7520.04%6,555CommonSHARED
96145D105WRKUSDWESTROCK CO$678,3550.04%13,718CommonSHARED
501044101KRKROGER CO$670,8200.04%11,742CommonSHARED
695156109PKGPACKAGING CORP AMER$669,3540.04%3,527CommonSHARED
Y2106R110LPGDORIAN LPG LTD$662,2040.03%17,218CommonSHARED
922475108VEEVVEEVA SYS INC$662,1700.03%2,858CommonSHARED
929160109VMCVULCAN MATLS CO$655,0080.03%2,400CALLSHARED
G4701H109IHSIHS HOLDING LIMITED$654,9030.03%185,525CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$651,9250.03%8,503CommonSHARED
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$645,4380.03%600,000CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$633,6940.03%476CommonSHARED
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$628,8230.03%450,000CommonSHARED
64110D104NTAPNETAPP INC$627,0910.03%5,974CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$625,0510.03%3,997CommonSHARED
60937P106MDBMONGODB INC$616,8610.03%1,720CALLSHARED
87165B103SYFSYNCHRONY FINANCIAL$609,1130.03%14,126CommonSHARED
316773100FITBFIFTH THIRD BANCORP$607,3040.03%16,321CALLSHARED
92537N108VRTVERTIV HOLDINGS CO$605,9090.03%7,419CommonSHARED
G0403H108AONAON PLC$604,3670.03%1,811CommonSHARED
22822V101CCICROWN CASTLE INC$603,1250.03%5,699CommonSHARED
20825C104COPCONOCOPHILLIPS$602,9260.03%4,737CommonSHARED
231021106CMICUMMINS INC$601,0860.03%2,040CALLSHARED
Y41053102INSWINTERNATIONAL SEAWAYS INC$593,7120.03%11,160CommonSHARED
23804L103DDOGDATADOG INC$585,1220.03%4,734CALLSHARED
742718109PGPROCTER AND GAMBLE CO$581,3420.03%3,583CALLSHARED
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$570,6850.03%690,000CommonSHARED
12769G100CZRCAESARS ENTERTAINMENT INC NE$568,6640.03%13,001CommonSHARED
68389X105ORCLORACLE CORP$566,3750.03%4,509CommonSHARED
689648103OTTROTTER TAIL CORP$559,0940.03%6,471CommonSHARED
65339F101NEENEXTERA ENERGY INC$551,9270.03%8,636CALLSHARED
532457108LLYELI LILLY & CO$550,0180.03%707CALLSHARED
92939U106WECWEC ENERGY GROUP INC$540,5140.03%6,582CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$539,8350.03%5,582CommonSHARED
26210CAC8DBX 0 03/01/26DROPBOX INC$535,2320.03%563,000CommonSHARED
48666K109KBHKB HOME$530,5370.03%7,485CommonSHARED
771049103RBLXROBLOX CORP$528,4490.03%13,841CALLSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$520,5600.03%24,000CALLSHARED
256746108DLTRDOLLAR TREE INC$513,5600.03%3,857CALLSHARED
56585A102MPCMARATHON PETE CORP$507,5790.03%2,519CALLSHARED
46187W107INVHINVITATION HOMES INC$502,7420.03%14,118CommonSHARED
92189F106GDXVANECK ETF TRUST$501,9680.03%15,875CommonSHARED
09062X103BIIBBIOGEN INC$501,5550.03%2,326CALLSHARED
573874104MRVLMARVELL TECHNOLOGY INC$500,8380.03%7,066CommonSHARED
444859102HUMHUMANA INC$494,7690.03%1,427CommonSHARED
889478103TOLTOLL BROTHERS INC$493,6760.03%3,816CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$490,1240.03%1,725CALLSHARED
256677105DGDOLLAR GEN CORP NEW$486,2830.03%3,116CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$485,7130.03%3,250CommonSHARED
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$481,2490.03%450,000CommonSHARED
00751Y106AAPADVANCE AUTO PARTS INC$473,1000.02%5,560CommonSHARED
209115104EDCONSOLIDATED EDISON INC$472,3940.02%5,202CommonSHARED
29530P102ERIEERIE INDTY CO$471,4430.02%1,174CommonSHARED
G0403H108AONAON PLC$467,2080.02%1,400CALLSHARED
500754106KHCKRAFT HEINZ CO$461,9510.02%12,519CommonSHARED
742718109PGPROCTER AND GAMBLE CO$459,6540.02%2,833CommonSHARED
40412C101HCAHCA HEALTHCARE INC$453,9340.02%1,361CommonSHARED
20030N101CMCSACOMCAST CORP NEW$453,3540.02%10,458CALLSHARED
94106L109WMWASTE MGMT INC DEL$451,0250.02%2,116CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$450,9790.02%10,707CommonSHARED
351858105FNVFRANCO NEV CORP$446,0160.02%3,743CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$445,3190.02%2,332CALLSHARED
92047W101VVVVALVOLINE INC$444,8090.02%9,980CommonSHARED
254687106DISDISNEY WALT CO$442,9430.02%3,620CALLSHARED
40434L105HPQHP INC$441,8160.02%14,620CALLSHARED
68902V107OTISOTIS WORLDWIDE CORP$440,6600.02%4,439CommonSHARED
23355L106DXCDXC TECHNOLOGY CO$440,2770.02%20,758CommonSHARED
238337109PLAYDAVE & BUSTERS ENTMT INC$439,8280.02%7,026CommonSHARED
678026105OISOIL STS INTL INC$439,3870.02%71,329CommonSHARED
398433102GFFGRIFFON CORP$436,0060.02%5,945CommonSHARED
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$434,3690.02%4,880CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$431,9190.02%3,248CALLSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$430,6210.02%2,900CALLSHARED
37940X102GPNGLOBAL PMTS INC$425,0390.02%3,180CommonSHARED
842587107SOSOUTHERN CO$418,3160.02%5,831CommonSHARED
038923108ABRARBOR REALTY TRUST INC$414,7250.02%31,300CALLSHARED
445658107JBHTHUNT J B TRANS SVCS INC$411,4510.02%2,065CommonSHARED
83304A106SNAPSNAP INC$411,0990.02%35,810CALLSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$404,5570.02%1,392CommonSHARED
Y2685T131GNKGENCO SHIPPING & TRADING LTD$400,0940.02%19,680CommonSHARED
371901109GNTXGENTEX CORP$395,8030.02%10,958CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$391,0770.02%2,938CommonSHARED
30040W108ESEVERSOURCE ENERGY$381,7510.02%6,387CommonSHARED
31847R102FAFFIRST AMERN FINL CORP$379,7920.02%6,221CommonSHARED
02209S103MOALTRIA GROUP INC$377,6180.02%8,657CommonSHARED
89785X101TBITRUEBLUE INC$375,9130.02%30,025CommonSHARED
76155X100RVMDREVOLUTION MEDICINES INC$372,0950.02%11,545CommonSHARED
88339PAB7THE REALREAL INC$367,6710.02%420,000CommonSHARED
114340102AZTAAZENTA INC$367,1650.02%6,091CommonSHARED
78709Y105SAIASAIA INC$365,0400.02%624CommonSHARED
65341B106XIFRNEXTERA ENERGY PARTNERS LP$363,4870.02%12,084CommonSHARED
67066G104NVDANVIDIA CORPORATION$363,2310.02%402CALLSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$359,6500.02%6,187CALLSHARED
09857L108BKNGBOOKING HOLDINGS INC$359,1600.02%99CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$357,0210.02%849CommonSHARED
31846B108FAFIRST ADVANTAGE CORP NEW$356,9370.02%22,006CommonSHARED
09259E108TCPCBLACKROCK TCP CAPITAL CORP$356,8420.02%34,213CommonSHARED
53190C102LTHLIFE TIME GROUP HOLDINGS INC$356,6030.02%22,977CommonSHARED
530307305LBRDKLIBERTY BROADBAND CORP$356,1420.02%6,223CommonSHARED
024061103DCHAMERICAN AXLE & MFG HLDGS IN$355,1200.02%48,250CommonSHARED
88033G407THCTENET HEALTHCARE CORP$354,2210.02%3,370CommonSHARED
98419M100XYLXYLEM INC$353,6010.02%2,736CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$352,9340.02%2,184CommonSHARED
983793100XPOXPO INC$352,6670.02%2,890CommonSHARED
044186104ASHASHLAND INC$351,9930.02%3,615CommonSHARED
74967X103RHRH$351,7430.02%1,010CALLSHARED
902681105UGIUGI CORP NEW$351,1430.02%14,309CommonSHARED
929160109VMCVULCAN MATLS CO$350,9750.02%1,286CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$350,0100.02%2,670CommonSHARED
48251W104KKRKKR & CO INC$349,9180.02%3,479CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$349,8320.02%3,111CommonSHARED
907818108UNPUNION PAC CORP$349,7120.02%1,422CALLSHARED
53115L104LBRTLIBERTY ENERGY INC$348,8420.02%16,836CommonSHARED
11777Q209BTGB2GOLD CORP$345,9140.02%132,534CommonSHARED
723787107PXDEURPIONEER NAT RES CO$344,1380.02%1,311CommonSHARED
000957100ABMABM INDS INC$341,9230.02%7,663CommonSHARED
009066101ABNBAIRBNB INC$340,3130.02%2,063CommonSHARED
20825C104COPCONOCOPHILLIPS$336,7830.02%2,646CALLSHARED
03783C100APPFAPPFOLIO INC$335,8130.02%1,361CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$334,1470.02%355CommonSHARED
573075108MRTNMARTEN TRANS LTD$332,0860.02%17,970CommonSHARED
37959E102GLGLOBE LIFE INC$330,0250.02%2,836CommonSHARED
60770K107MRNAMODERNA INC$329,6970.02%3,094CommonSHARED
83200N103SMARGBPSMARTSHEET INC$328,2130.02%8,525CommonSHARED
126408103CSXCSX CORP$327,3650.02%8,831CALLSHARED

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.