MondegarAI
Oribel Capital Management, LP

Q3 2024 · 13F-HR

Oribel Capital Management, LPholdings as filed

Filed 2024-11-14 · accession 0001661140-24-000007

$2.27B
Reported value
78
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R796SPYXSPDR SER TR$129.1M5.68%225,000PUTSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$78.2M3.44%282,500PUTSOLE
594918104MSFTMICROSOFT CORP$76.3M3.36%177,400CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$70.5M3.10%594,600CALLSOLE
94106L109WMWASTE MGMT INC DEL$70.4M3.10%339,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$69.5M3.06%572,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$69.5M3.06%572,000CommonSOLE
278865100ECLECOLAB INC$62.9M2.77%246,200CommonSOLE
79466L302CRMSALESFORCE INC$60.9M2.68%222,600PUTSOLE
79466L302CRMSALESFORCE INC$60.9M2.68%222,600CommonSOLE
G0403H108AONAON PLC$53.3M2.34%154,000CommonSOLE
G0403H108AONAON PLC$53.3M2.34%154,000PUTSOLE
94106L109WMWASTE MGMT INC DEL$53.3M2.34%256,600PUTSOLE
052769106ADSKAUTODESK INC$49.8M2.19%180,900PUTSOLE
052769106ADSKAUTODESK INC$49.8M2.19%180,900CommonSOLE
235851102DHRDANAHER CORPORATION$46.7M2.06%168,100PUTSOLE
235851102DHRDANAHER CORPORATION$46.7M2.06%168,100CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$46.6M2.05%75,300CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$45.9M2.02%387,100PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$45.9M2.02%387,100CommonSOLE
64110L106NFLXNETFLIX INC$38.4M1.69%54,200CommonSOLE
64110L106NFLXNETFLIX INC$38.4M1.69%54,200PUTSOLE
03073E105CORCENCORA INC$36.0M1.59%160,100CALLSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$32.0M1.41%255,800PUTSOLE
278865100ECLECOLAB INC$31.4M1.38%123,100PUTSOLE
032095101APHAMPHENOL CORP NEW$31.3M1.38%479,700CommonSOLE
032095101APHAMPHENOL CORP NEW$31.3M1.38%479,700PUTSOLE
760759100RSGREPUBLIC SVCS INC$30.1M1.32%149,900CommonSOLE
760759100RSGREPUBLIC SVCS INC$30.1M1.32%149,900PUTSOLE
219948106CPAYCORPAY INC$29.0M1.28%92,800CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$28.2M1.24%105,200CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$26.1M1.15%296,700CALLSOLE
303075105FDSFACTSET RESH SYS INC$25.3M1.11%55,100CALLSOLE
55354G100MSCIMSCI INC$24.0M1.06%41,200CommonSOLE
55354G100MSCIMSCI INC$24.0M1.06%41,200PUTSOLE
00846U101AAGILENT TECHNOLOGIES INC$23.7M1.04%159,900PUTSOLE
00846U101AAGILENT TECHNOLOGIES INC$23.7M1.04%159,900CommonSOLE
68389X105ORCLORACLE CORP$23.4M1.03%137,200CommonSOLE
68389X105ORCLORACLE CORP$23.4M1.03%137,200PUTSOLE
903731107ULSUL SOLUTIONS INC$23.1M1.02%468,100CommonSOLE
G29183103ETNEATON CORP PLC$22.9M1.01%69,100CommonSOLE
12514G108CDWCDW CORP$22.4M0.99%99,200CALLSOLE
69370C100PTCPTC INC$22.2M0.98%122,900CALLSOLE
12503M108CBOECBOE GLOBAL MKTS INC$20.6M0.91%100,600CALLSOLE
98980G102ZSZSCALER INC$19.8M0.87%115,800CALLSOLE
775711104ROLROLLINS INC$18.3M0.80%360,900CALLSOLE
159864107CRLCHARLES RIV LABS INTL INC$16.9M0.74%85,700CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$15.8M0.69%46,100CommonSOLE
34959E109FTNTFORTINET INC$15.6M0.69%200,900PUTSOLE
34959E109FTNTFORTINET INC$15.6M0.69%200,900CommonSOLE
46266C105IQVIQVIA HLDGS INC$15.4M0.68%65,100CALLSOLE
032654105ADIANALOG DEVICES INC$15.4M0.68%66,900CommonSOLE
032654105ADIANALOG DEVICES INC$15.4M0.68%66,900PUTSOLE
704326107PAYXPAYCHEX INC$15.4M0.68%114,600CALLSOLE
922475108VEEVVEEVA SYS INC$15.3M0.67%72,700CALLSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$15.2M0.67%55,100CALLSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$14.9M0.66%46,100CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.7M0.65%54,200CALLSOLE
896239100TRMBTRIMBLE INC$12.7M0.56%204,200PUTSOLE
896239100TRMBTRIMBLE INC$12.7M0.56%204,200CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$11.2M0.49%80,100CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.9M0.48%62,800CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.9M0.48%62,800PUTSOLE
184496107CLHCLEAN HARBORS INC$10.3M0.45%42,700CommonSOLE
172908105CTASCINTAS CORP$9.3M0.41%45,400PUTSOLE
172908105CTASCINTAS CORP$9.3M0.41%45,400CommonSOLE
37940X102GPNGLOBAL PMTS INC$9.0M0.39%87,600CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.7M0.34%102,800CommonSOLE
81762P102NOWSERVICENOW INC$7.0M0.31%7,800CommonSOLE
81762P102NOWSERVICENOW INC$7.0M0.31%7,800PUTSOLE
N72482149QIAGEN NV$6.3M0.28%138,500CALLSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$6.3M0.28%568,300CALLSOLE
36828A101GEVGE VERNOVA INC$4.2M0.19%16,500CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.6M0.16%6,200CommonSOLE
30303M102METAMETA PLATFORMS INC$3.3M0.15%5,800CommonSOLE
871607107SNPSSYNOPSYS INC$3.1M0.14%6,200CommonSOLE
46090E103QQQINVESCO QQQ TR$2.0M0.09%4,000CommonSOLE
042068205ARMARM HOLDINGS PLC$1.9M0.08%13,100CommonSOLE

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.