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Symmetry Investments LP

Q2 2025 · 13F-HR

Symmetry Investments LPholdings as filed

Filed 2025-08-14 · accession 0001691919-25-000033

$1.45B
Reported value
123
Positions
2025-06-30
Period end
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The Brief · Symmetry Investments LP · Q2 2025

AI · grounded in 13F

Symmetry Investments LP established a new position in the iShares Bitcoin Trust ETF IBIT valued at $687.7M. The fund also initiated new stakes in Applied Materials Inc AMAT and TransDigm Group Inc TDG, both totaling approximately $58.7M. Additional new positions include Nvidia Corporation NVDA at $54.8M and Wells Fargo Co New WMT2 at $51.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46438F101IBITISHARES BITCOIN TRUST ETF$687.7M47.5%11,234,740CommonSOLE
893641100TDGTRANSDIGM GROUP INC$58.7M4.05%38,583CommonSOLE
038222105AMATAPPLIED MATLS INC$56.8M3.92%310,000CALLSOLE
949746101WMT2WELLS FARGO CO NEW$51.4M3.55%641,322CommonSOLE
67066G104NVDANVIDIA CORPORATION$43.8M3.03%277,500CALLSOLE
42809H107HESHESS CORP$40.9M2.82%295,019CommonSOLE
023135106AMZNAMAZON COM INC$23.2M1.60%105,561CommonSOLE
594918104MSFTMICROSOFT CORP$22.0M1.52%44,135CommonSOLE
464287242LQDISHARES TR$21.9M1.51%200,000PUTSOLE
023135106AMZNAMAZON COM INC$17.6M1.21%80,000CALLSOLE
45687V106IRINGERSOLL RAND INC$14.1M0.97%169,280CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.4M0.86%54,872CommonSOLE
46090E103QQQINVESCO QQQ TR$11.0M0.76%20,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$11.0M0.76%69,459CommonSOLE
30303M102METAMETA PLATFORMS INC$10.7M0.74%14,543CommonSOLE
037833100AAPLAPPLE INC$10.4M0.72%50,932CommonSOLE
037833100AAPLAPPLE INC$10.3M0.71%50,000CALLSOLE
02079K305GOOGLALPHABET INC$9.3M0.65%53,025CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.6M0.59%13,916CommonSOLE
929160109VMCVULCAN MATLS CO$8.5M0.59%32,737CommonSOLE
464287242LQDISHARES TR$8.4M0.58%77,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$8.2M0.57%450,000PUTSOLE
87256C101TKOTKO GROUP HOLDINGS INC$7.5M0.52%41,412CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$7.5M0.52%13,250CommonSOLE
92826C839VVISA INC$7.4M0.51%20,921CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$7.2M0.50%341,500CommonSOLE
88339J105TTDTHE TRADE DESK INC$7.2M0.50%100,000CALLSOLE
88339J105TTDTHE TRADE DESK INC$7.2M0.50%100,000CommonSOLE
88339J105TTDTHE TRADE DESK INC$7.2M0.50%100,000PUTSOLE
92826C839VVISA INC$7.1M0.49%20,000PUTSOLE
92826C839VVISA INC$7.1M0.49%20,000CALLSOLE
438516106HONHONEYWELL INTL INC$7.1M0.49%30,422CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6.8M0.47%8,898CommonSOLE
146869102CVNACARVANA CO$6.7M0.47%20,000CALLSOLE
N3167Y103RACEFERRARI N V$6.5M0.45%13,166CommonSOLE
11135F101AVGOBROADCOM INC$6.4M0.44%23,067CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.2M0.43%20,000PUTSOLE
06738E204BCSBARCLAYS PLC$6.2M0.43%334,900CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.7M0.39%25,000CALLSOLE
770700102HOODROBINHOOD MKTS INC$5.6M0.39%60,000CALLSOLE
92189F676SMHVANECK ETF TRUST$5.6M0.39%20,100CommonSOLE
11135F101AVGOBROADCOM INC$5.5M0.38%20,000CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5.4M0.37%37,200CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.3M0.37%23,273CommonSOLE
244199105DEDEERE & CO$5.2M0.36%10,274CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.1M0.36%10,578CommonSOLE
464287655IWMISHARES TR$5.1M0.35%23,718CommonSOLE
594918104MSFTMICROSOFT CORP$5.0M0.34%10,000CALLSOLE
146869102CVNACARVANA CO$4.9M0.34%14,437CommonSOLE
911363109URIUNITED RENTALS INC$4.6M0.32%6,079CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.3M0.30%7,600CommonSOLE
293594107ENVXENOVIX CORPORATION$4.1M0.29%400,000CALLSOLE
531229771FWONALIBERTY MEDIA CORP DEL$3.9M0.27%40,890CommonSOLE
80004C200SNDKSANDISK CORP$3.7M0.26%82,015CommonSOLE
02079K305GOOGLALPHABET INC$3.5M0.24%20,000CALLSOLE
861012102STMSTMICROELECTRONICS N V$3.4M0.24%111,900CommonSOLE
876030107TPRTAPESTRY INC$3.3M0.23%37,900CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.3M0.23%12,400CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.1M0.21%33,305CommonSOLE
200340107CMACOMERICA INC$3.1M0.21%51,800CommonSOLE
26922A842JETSETF SER SOLUTIONS$3.0M0.21%132,400CommonSOLE
81141R100SESEA LTD$3.0M0.21%19,000CommonSOLE
907818108UNPUNION PAC CORP$3.0M0.21%12,983CommonSOLE
369604301GEGE AEROSPACE$2.9M0.20%11,200CommonSOLE
143658300CCL1EURCARNIVAL CORP$2.9M0.20%101,353CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.6M0.18%24,497CommonSOLE
36828A101GEVGE VERNOVA INC$2.6M0.18%4,854CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.4M0.17%13,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.3M0.16%6,600CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.3M0.16%14,878CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M0.15%6,947CommonSOLE
91879Q109MTNVAIL RESORTS INC$2.1M0.15%13,400CommonSOLE
931142103WMTWALMART INC$2.1M0.14%21,100CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.0M0.14%8,400CommonSOLE
038222105AMATAPPLIED MATLS INC$2.0M0.14%10,900CommonSOLE
217204106CPRTCOPART INC$2.0M0.14%40,217CommonSOLE
15101Q207CLSCELESTICA INC$1.9M0.13%12,400CommonSOLE
17275R102CSCOCISCO SYS INC$1.9M0.13%27,700CommonSOLE
437076102HDHOME DEPOT INC$1.9M0.13%5,160CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.9M0.13%20,000CALLSOLE
855244109SBUXSTARBUCKS CORP$1.8M0.13%20,000CALLSOLE
888787108TOSTTOAST INC$1.8M0.13%41,000CommonSOLE
23804L103DDOGDATADOG INC$1.7M0.12%12,700CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$1.7M0.11%389,900CommonSOLE
871607107SNPSSYNOPSYS INC$1.6M0.11%3,174CommonSOLE
60937P106MDBMONGODB INC$1.6M0.11%7,600CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.6M0.11%5,700CommonSOLE
75734B100RDDTREDDIT INC$1.5M0.10%10,000CALLSOLE
464287523SOXXISHARES TR$1.4M0.10%5,960CommonSOLE
778296103ROSTROSS STORES INC$1.4M0.10%11,100CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.10%2,000CommonSOLE
690370101BBBYBEYOND INC$1.4M0.10%200,000CALLSOLE
52490G102LEGNLEGEND BIOTECH CORP$1.3M0.09%36,200CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.08%8,760CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$1.2M0.08%11,042CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.08%20,000PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.08%20,000CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$1.1M0.07%5,900PUTSOLE
880779103TEXTEREX CORP NEW$1.0M0.07%22,333CommonSOLE
343412102FLRFLUOR CORP NEW$994,6380.07%19,400CommonSOLE
59151K108MEOHMETHANEX CORP$993,0000.07%30,000PUTSOLE
68389X105ORCLORACLE CORP$983,8350.07%4,500CommonSOLE
74762E102QUREQUANTA SVCS INC$983,0080.07%2,600CommonSOLE
72703H101PLNTPLANET FITNESS INC$981,4500.07%9,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$961,8000.07%7,000CommonSOLE
N3168P101FERFERROVIAL SE$955,3670.07%17,834CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$906,4500.06%5,000PUTSOLE
02156V109OKLOOKLO INC$851,0480.06%15,200CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$819,4880.06%2,611CommonSOLE
009066101ABNBAIRBNB INC$817,2000.06%6,175CommonSOLE
03674X106ARANTERO RESOURCES CORP$805,6000.06%20,000CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$633,2400.04%12,000CommonSOLE
37954Y871URAGLOBAL X FDS$597,6740.04%15,400CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$560,2800.04%10,500CommonSOLE
56600D107MRVIMARAVAI LIFESCIENCES HLDGS I$556,7100.04%231,000CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$533,6000.04%10,000CALLSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$528,3180.04%139,398CommonSOLE
958102105WDCWESTERN DIGITAL CORP$448,4420.03%7,008CommonSOLE
88080T104WULFTERAWULF INC$409,0920.03%93,400CALLSOLE
922475108VEEVVEEVA SYS INC$403,1720.03%1,400CommonSOLE
83304A106SNAPSNAP INC$260,7000.02%30,000CommonSOLE
87918A105TDOCTELADOC HEALTH INC$87,1000.01%10,000CALLSOLE
87256C101TKOTKO GROUP HOLDINGS INC$18,1950.00%100CALLSOLE

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.