MondegarAI
Paloma Partners Management Co

Q1 2025 · 13F-HR

Paloma Partners Management Coholdings as filed

Filed 2025-05-15 · accession 0001633870-25-000002

$808.7M
Reported value
120
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$194.9M24.1%348,500PUTSOLE
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$45.9M5.67%45,269,000CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$38.7M4.78%53,626,000CommonSOLE
464288513HYGISHARES TR$38.7M4.78%490,000PUTSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$38.4M4.75%38,140,000CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$23.9M2.95%26,938,000CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$21.0M2.59%15,030,000CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$17.8M2.20%708,968CommonSOLE
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$16.1M1.99%15,000,000CommonSOLE
882508104TXNTEXAS INSTRS INC$14.6M1.80%81,000CommonSOLE
464287432TLTISHARES TR$14.2M1.76%155,936CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$13.6M1.69%14,297,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$13.3M1.65%13,500,000CommonSOLE
79466L302CRMSALESFORCE INC$12.1M1.50%45,107CommonSOLE
401617AF2GES 3.75 04/15/28GUESS INC$12.0M1.49%12,790,000CommonSOLE
464288513HYGISHARES TR$10.7M1.32%135,141CommonSHARED
G11448100BTDRBITDEER TECHNOLOGIES GROUP$10.6M1.31%1,200,000CALLSOLE
11135F101AVGOBROADCOM INC$10.3M1.27%61,500CommonSOLE
833445109SNOWSNOWFLAKE INC$10.2M1.26%69,710CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$9.4M1.17%180,000CommonSOLE
343412AJ1FLR 1.125 08/15/29FLUOR CORP$9.1M1.12%8,500,000CommonSOLE
Q4982L109IRENIREN LIMITED$8.6M1.06%1,411,500CALLSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7.8M0.97%41,250CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$7.3M0.90%8,000,000CommonSOLE
00724F101ADBEADOBE INC$7.2M0.90%18,900CommonSOLE
91325V108UNITI GROUP INC$6.8M0.84%1,343,000CommonSOLE
458140100INTCINTEL CORP$6.8M0.84%297,500CommonSOLE
98138H101WDAYWORKDAY INC$6.7M0.83%28,780CommonSOLE
02156K103OPTUALTICE USA INC$6.5M0.80%2,443,634CommonSOLE
68389X105ORCLORACLE CORP$6.5M0.80%46,242CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M0.80%127,109CommonSHARED
679295105OKTAOKTA INC$6.2M0.76%58,484CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$6.1M0.76%845,000CALLSOLE
049468101TEAMATLASSIAN CORPORATION$5.8M0.72%27,518CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$5.8M0.71%400,000CommonSOLE
458140100INTCINTEL CORP$5.7M0.70%250,000CALLSOLE
N14506104ESTCELASTIC N V$5.6M0.69%62,779CommonSOLE
55024U109LITELUMENTUM HLDGS INC$5.3M0.66%85,000CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$5.3M0.65%158,596CommonSOLE
19247G107COHRCOHERENT CORP$5.1M0.63%79,000CommonSOLE
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$4.9M0.61%5,000,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.7M0.59%125,000CommonSOLE
95082P105WCCWESCO INTL INC$4.5M0.55%28,750CommonSOLE
98421MAE6XRX 3.75 03/15/30XEROX HOLDINGS CORP$3.5M0.43%6,000,000CommonSOLE
237266101DARDARLING INGREDIENTS INC$3.4M0.42%110,000CommonSOLE
H8817H100RIGTRANSOCEAN LTD$3.4M0.42%1,080,000CommonSOLE
878742204TECKTECK RESOURCES LTD$3.4M0.42%93,500CommonSOLE
74347B201TBTPROSHARES TR$3.4M0.42%100,000CALLSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$3.3M0.41%3,500,000CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC$3.0M0.37%3,952,000CommonSOLE
013872106AAALCOA CORP$2.9M0.36%95,000CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.8M0.35%70,000CommonSOLE
594918104MSFTMICROSOFT CORP$2.8M0.35%7,500CommonSOLE
G3265R107APTVAPTIV PLC$2.8M0.34%46,650CommonSOLE
G29183103ETNEATON CORP PLC$2.7M0.34%10,000CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$2.5M0.31%2,529,000CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.4M0.30%8,791CommonSHARED
18979T105CNFINANCE HLDGS LTD$2.4M0.29%3,053,377CommonSOLE
44812J104HUTHUT 8 CORP$2.4M0.29%203,350CommonSOLE
443573100HUBSHUBSPOT INC$2.2M0.28%3,904CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$2.1M0.26%18,500CommonSOLE
45167R104IEXIDEX CORP$2.1M0.26%11,500CommonSOLE
H01301128ALCALCON AG$2.0M0.25%20,874CommonSHARED
931142103WMTWALMART INC$2.0M0.24%22,500PUTSOLE
163072101CAKECHEESECAKE FACTORY INC$1.9M0.24%40,000PUTSOLE
37045V100GMGENERAL MTRS CO$1.8M0.22%37,500CommonSOLE
143658300CCL1EURCARNIVAL CORP$1.8M0.22%90,000CommonSOLE
17253J106CIFRCIPHER MINING INC$1.6M0.20%710,800CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$1.6M0.20%22,500CommonSOLE
G11448100BTDRBITDEER TECHNOLOGIES GROUP$1.6M0.19%178,200CommonSOLE
88160R101TSLATESLA INC$1.6M0.19%6,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.18%2,888CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$1.4M0.17%15,000CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1.3M0.16%40,000CommonSOLE
88025T102TENBTENABLE HLDGS INC$1.3M0.16%36,703CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.2M0.15%6,000CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.15%5,775CommonSHARED
78467X109DIASPDR DOW JONES INDL AVERAGE$1.2M0.15%2,857CommonSHARED
00827B106AFRMAFFIRM HLDGS INC$1.1M0.13%23,700CommonSOLE
03073E105CORCENCORA INC$967,7530.12%3,480CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$938,9030.12%6,815CommonSHARED
58155Q103MCKMCKESSON CORP$927,3800.11%1,378CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$924,4800.11%4,500CommonSOLE
448579102HHYATT HOTELS CORP$918,7500.11%7,500CommonSOLE
65345N106NNNEXTNAV INC$912,7500.11%75,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$912,6180.11%10,156CommonSHARED
81369Y886XLUSELECT SECTOR SPDR TR$829,1870.10%10,516CommonSHARED
10576N102BRZEBRAZE INC$721,6000.09%20,000CommonSOLE
464287184FXIISHARES TR$641,5720.08%17,901CommonSHARED
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$634,3080.08%1,189CommonSHARED
66987V109NVSNOVARTIS AG$568,7710.07%5,102CommonSHARED
46090E103QQQINVESCO QQQ TR$544,4160.07%1,161CommonSHARED
58933Y105MRKMERCK & CO INC$528,2380.07%5,885CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$513,7000.06%5,000CommonSOLE
92840M102VSTVISTRA CORP$469,7600.06%4,000CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$429,2000.05%40,000CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$407,2490.05%840CommonSHARED
345370860FFORD MTR CO$401,2000.05%40,000PUTSOLE
40412C101HCAHCA HEALTHCARE INC$393,9270.05%1,140CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$346,1640.04%4,776CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$337,2160.04%1,993CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$327,6250.04%6,250CommonSOLE
977852102WOLF*WOLFSPEED INC$307,0130.04%100,331CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$298,8690.04%3,703CommonSHARED
45168D104IDXXIDEXX LABS INC$276,7470.03%659CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$258,3800.03%1,000CommonSOLE
00370M103ABVXABIVAX SA$240,3060.03%38,449CommonSHARED
23918K108DVADAVITA INC$224,4070.03%1,467CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$223,2490.03%352CommonSHARED
252131107DXCMDEXCOM INC$216,0700.03%3,164CommonSHARED
15102K100CELCCELCUITY INC$215,2220.03%21,288CommonSHARED
81369Y704XLISELECT SECTOR SPDR TR$193,8530.02%1,479CommonSHARED
81369Y407XLYSELECT SECTOR SPDR TR$188,5740.02%955CommonSHARED
92333F101VGVENTURE GLOBAL INC$154,5000.02%15,000CALLSOLE
464287655IWMISHARES TR$154,2060.02%773CommonSHARED
36870H103GNLXGENELUX CORPORATION$135,0000.02%50,000CommonSOLE
527064109LESLIES INC$114,0030.01%155,000CommonSHARED
03237H101AMLXAMYLYX PHARMACEUTICALS INC$78,7370.01%22,242CommonSHARED
46565G1045E7ITEOS THERAPEUTICS INC$65,3540.01%10,947CommonSHARED
76200L309RZLTREZOLUTE INC$48,1430.01%16,601CommonSHARED

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.