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Oribel Capital Management, LP

Q1 2025 · 13F-HR

Oribel Capital Management, LPholdings as filed

Filed 2025-05-14 · accession 0001661140-25-000002

$2.44B
Reported value
93
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14149Y108CAHCARDINAL HEALTH INC$114.6M4.69%831,600CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$114.6M4.69%831,600PUTSOLE
30303M102METAMETA PLATFORMS INC$74.0M3.03%128,400PUTSOLE
30303M102METAMETA PLATFORMS INC$74.0M3.03%128,400CommonSOLE
55354G100MSCIMSCI INC$71.4M2.92%126,300CALLSOLE
37940X102GPNGLOBAL PMTS INC$71.2M2.91%727,200CALLSOLE
268150109DTDYNATRACE INC$62.6M2.56%1,327,900CALLSOLE
12504L109CBRECBRE GROUP INC$61.9M2.53%473,600CALLSOLE
03073E105CORCENCORA INC$56.3M2.30%202,300CommonSOLE
03073E105CORCENCORA INC$56.3M2.30%202,300PUTSOLE
58155Q103MCKMCKESSON CORP$50.9M2.08%75,700CommonSOLE
58155Q103MCKMCKESSON CORP$50.9M2.08%75,700PUTSOLE
09260D107BXBLACKSTONE INC$49.1M2.01%351,000CALLSOLE
337738108FISVFISERV INC$44.3M1.81%200,800CALLSOLE
075887109BDXBECTON DICKINSON & CO$41.7M1.71%182,000CALLSOLE
896239100TRMBTRIMBLE INC$41.2M1.68%626,900CommonSOLE
68389X105ORCLORACLE CORP$40.2M1.65%287,600CALLSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$38.4M1.57%113,700PUTSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$38.4M1.57%113,700CommonSOLE
337738108FISVFISERV INC$36.4M1.49%164,900CommonSOLE
337738108FISVFISERV INC$36.4M1.49%164,900PUTSOLE
G0403H108AONAON PLC$36.0M1.47%90,100PUTSOLE
G0403H108AONAON PLC$36.0M1.47%90,100CommonSOLE
11135F101AVGOBROADCOM INC$34.3M1.40%205,000CALLSOLE
235851102DHRDANAHER CORPORATION$34.2M1.40%166,600PUTSOLE
235851102DHRDANAHER CORPORATION$34.2M1.40%166,600CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$34.0M1.39%174,200CALLSOLE
78463X202FEZSPDR INDEX SHS FDS$33.9M1.39%623,600CALLSOLE
79466L302CRMSALESFORCE INC$30.4M1.24%113,200CALLSOLE
48251W104KKRKKR & CO INC$29.5M1.21%255,100PUTSOLE
48251W104KKRKKR & CO INC$29.5M1.21%255,100CommonSOLE
G87052109TELTE CONNECTIVITY PLC$28.7M1.17%203,100CALLSOLE
896239100TRMBTRIMBLE INC$27.4M1.12%417,900PUTSOLE
78463X202FEZSPDR INDEX SHS FDS$27.3M1.12%502,200PUTSOLE
12572Q105CMECME GROUP INC$26.7M1.09%100,800CommonSOLE
81762P102NOWSERVICENOW INC$26.0M1.07%32,700CALLSOLE
171779309CIENCIENA CORP$25.1M1.03%415,400CommonSOLE
171779309CIENCIENA CORP$25.1M1.03%415,400PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$25.0M1.02%182,700PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$25.0M1.02%182,700CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$24.1M0.99%175,900CALLSOLE
22160N109CSGPCOSTAR GROUP INC$23.8M0.97%299,800CALLSOLE
704326107PAYXPAYCHEX INC$23.4M0.96%151,500CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$23.0M0.94%92,400CALLSOLE
278865100ECLECOLAB INC$21.4M0.88%84,500CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.0M0.86%42,200CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$19.0M0.78%1,772,700CommonSOLE
00206R102TAT&T INC$18.4M0.75%652,200PUTSOLE
00206R102TAT&T INC$18.4M0.75%652,200CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$18.4M0.75%53,300CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$18.3M0.75%60,000CommonSOLE
11135F101AVGOBROADCOM INC$17.9M0.73%107,000PUTSOLE
11135F101AVGOBROADCOM INC$17.9M0.73%107,000CommonSOLE
98138H101WDAYWORKDAY INC$17.8M0.73%76,200CALLSOLE
78464A714XRTSPDR SER TR$17.6M0.72%254,700CALLSOLE
67066G104NVDANVIDIA CORPORATION$17.3M0.71%159,900CommonSOLE
67066G104NVDANVIDIA CORPORATION$17.3M0.71%159,900PUTSOLE
64110L106NFLXNETFLIX INC$17.3M0.71%18,500PUTSOLE
64110L106NFLXNETFLIX INC$17.3M0.71%18,500CommonSOLE
92338C103VLTOVERALTO CORP$17.2M0.70%176,700CALLSOLE
69370C100PTCPTC INC$17.2M0.70%110,900CALLSOLE
291011104EMREMERSON ELEC CO$16.7M0.68%152,400CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$16.2M0.66%248,600CALLSOLE
366651107ITGARTNER INC$14.5M0.59%34,600CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$12.7M0.52%1,181,800PUTSOLE
G29183103ETNEATON CORP PLC$11.3M0.46%41,400CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$9.2M0.38%36,200CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.1M0.37%200,100CALLSOLE
571748102MRSHMARSH & MCLENNAN COS INC$9.0M0.37%36,900PUTSOLE
571748102MRSHMARSH & MCLENNAN COS INC$9.0M0.37%36,900CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.9M0.36%43,000PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.9M0.36%43,000CommonSOLE
34959E109FTNTFORTINET INC$8.9M0.36%92,100CALLSOLE
040413205ANETARISTA NETWORKS INC$8.8M0.36%114,200CALLSOLE
294429105EFXEQUIFAX INC$8.8M0.36%36,100CALLSOLE
052769106ADSKAUTODESK INC$8.6M0.35%32,800PUTSOLE
052769106ADSKAUTODESK INC$8.6M0.35%32,800CommonSOLE
009066101ABNBAIRBNB INC$8.3M0.34%69,700CALLSOLE
464288372IGFISHARES TR$8.1M0.33%85,000CALLSOLE
78464A888XHBSPDR SER TR$8.1M0.33%83,200CALLSOLE
65249B109NWSANEWS CORP NEW$6.5M0.27%239,800PUTSOLE
65249B109NWSANEWS CORP NEW$6.5M0.27%239,800CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$5.3M0.21%62,900CALLSOLE
00187Y100APGAPI GROUP CORP$5.2M0.21%146,400CommonSOLE
00187Y100APGAPI GROUP CORP$5.2M0.21%146,400PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.7M0.19%8,400CommonSOLE
456788108INFYINFOSYS LTD$4.0M0.16%220,100CALLSOLE
892672106TWTRADEWEB MKTS INC$3.8M0.15%25,300CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.6M0.15%14,000CALLSOLE
023135106AMZNAMAZON COM INC$3.3M0.14%17,400CommonSOLE
18915M107NETCLOUDFLARE INC$3.3M0.13%29,100CommonSOLE
46090E103QQQINVESCO QQQ TR$1.7M0.07%3,700CommonSOLE
171779309CIENCIENA CORP$199,4190.01%3,300CALLSOLE

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.