MondegarAI
Caption Management, LLC

Q2 2025 · 13F-HR

Caption Management, LLCholdings as filed

Filed 2025-08-14 · accession 0001706766-25-000006

$9.03B
Reported value
1,379
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Caption Management, LLC · Q2 2025

AI · grounded in 13F

Caption Management, LLC established a new position in CVNA valued at $506.2M. The fund also initiated new stakes in INTU for $394.9M and FSLR for $236.6M. Other new additions include TSLA at $190.6M and JNP at $172.5M. Total assets under management stand at $9.0B across 826 positions.

Holdings as filed

First 500 of 1379

CUSIPTickerIssuerValue% port.SharesClassVoting
146869102CVNACARVANA CO$292.6M3.24%868,400PUTSOLE
146869102CVNACARVANA CO$213.6M2.36%634,000CALLSOLE
461202103INTUINTUIT$213.6M2.36%271,200PUTSOLE
336433107FSLRFIRST SOLAR INC$184.1M2.04%1,112,100CALLSOLE
461202103INTUINTUIT$181.3M2.01%230,200CALLSOLE
48203R104JNPJUNIPER NETWORKS INC$149.4M1.65%3,742,500PUTSOLE
03831W108APPAPPLOVIN CORP$117.3M1.30%335,000CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$111.8M1.24%357,000CALLSOLE
88160R101TSLATESLA INC$95.3M1.05%300,000PUTSOLE
88160R101TSLATESLA INC$95.3M1.05%300,000CommonSOLE
21873S108CRWVCOREWEAVE INC$83.5M0.92%512,000PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$81.2M0.90%358,300PUTSOLE
86771W105RUNSUNRUN INC$69.8M0.77%8,533,100CALLSOLE
92343E102VRSNVERISIGN INC$68.3M0.76%236,400PUTSOLE
29273V100ETENERGY TRANSFER L P$67.7M0.75%3,733,800CALLSOLE
75734B100RDDTREDDIT INC$60.5M0.67%401,700CALLSOLE
444859102HUMHUMANA INC$58.1M0.64%237,700PUTSOLE
04016X101ARGXARGENX SE$57.1M0.63%103,600CALLSOLE
18915M107NETCLOUDFLARE INC$55.4M0.61%283,000CALLSOLE
87256C101TKOTKO GROUP HOLDINGS INC$54.6M0.60%300,000CALLSOLE
009066101ABNBAIRBNB INC$53.2M0.59%402,000CALLSOLE
336433107FSLRFIRST SOLAR INC$52.5M0.58%317,100PUTSOLE
03073E105CORCENCORA INC$50.7M0.56%169,000CALLSOLE
86800U302SMCISUPER MICRO COMPUTER INC$49.0M0.54%1,000,000CALLSOLE
337738108FISVFISERV INC$47.6M0.53%276,000CALLSOLE
834203309SLNOSOLENO THERAPEUTICS INC$47.4M0.52%565,800PUTSOLE
15101Q207CLSCELESTICA INC$46.0M0.51%294,400PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$44.2M0.49%78,700PUTSOLE
375558103GILDGILEAD SCIENCES INC$41.0M0.45%370,000CALLSOLE
02079K107GOOGALPHABET INC$40.6M0.45%228,700PUTSOLE
369550108GDGENERAL DYNAMICS CORP$40.3M0.45%138,200PUTSOLE
02079K107GOOGALPHABET INC$40.2M0.44%226,397CommonSOLE
55955D100MGNIMAGNITE INC$38.3M0.42%1,587,000CALLSOLE
099406100BOOTBOOT BARN HLDGS INC$38.0M0.42%250,000CALLSOLE
65339F101NEENEXTERA ENERGY INC$37.8M0.42%544,200CALLSOLE
67079K100SMRNUSCALE PWR CORP$37.2M0.41%940,900CALLSOLE
13321L108CCJCAMECO CORP$37.1M0.41%500,000PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$36.5M0.40%400,000CALLSOLE
136069101CMCANADIAN IMPERIAL BK COMM$35.6M0.39%503,100PUTSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$35.5M0.39%976,500CALLSOLE
29355A107ENPHENPHASE ENERGY INC$34.6M0.38%872,800PUTSOLE
023436108AMEDAMEDISYS INC$34.4M0.38%349,400PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$34.3M0.38%2,011,300CALLSOLE
03073E105CORCENCORA INC$33.7M0.37%112,500PUTSOLE
457669307INSMINSMED INC$33.6M0.37%334,200CALLSOLE
070830104BBWIBATH & BODY WORKS INC$33.6M0.37%1,121,000PUTSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$33.2M0.37%6,478,400CALLSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$31.6M0.35%1,142,500PUTSOLE
58933Y105MRKMERCK & CO INC$31.6M0.35%399,000CALLSOLE
75886F107REGNREGENERON PHARMACEUTICALS$31.5M0.35%60,000PUTSOLE
02079K305GOOGLALPHABET INC$30.8M0.34%175,000PUTSOLE
07831C103BRBRBELLRING BRANDS INC$30.6M0.34%529,000CALLSOLE
705573103PEGAPEGASYSTEMS INC$30.6M0.34%565,100CALLSOLE
487836108KKELLANOVA$30.3M0.34%381,400PUTSOLE
23834J201DAVEDAVE INC$30.3M0.34%112,900CALLSOLE
68389X105ORCLORACLE CORP$29.8M0.33%136,500CALLSOLE
031652100AMKRAMKOR TECHNOLOGY INC$28.7M0.32%1,365,000PUTSOLE
525327102LDOSLEIDOS HOLDINGS INC$28.5M0.32%180,400PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$28.4M0.31%138,800PUTSOLE
457669307INSMINSMED INC$28.4M0.31%282,100PUTSOLE
399473206GRPNGROUPON INC$27.8M0.31%830,200CALLSOLE
68389X105ORCLORACLE CORP$27.7M0.31%126,500PUTSOLE
94419L101WWAYFAIR INC$27.6M0.31%540,000CALLSOLE
25754A201DPZDOMINOS PIZZA INC$27.4M0.30%60,900PUTSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$27.2M0.30%256,200CALLSOLE
665859104NTRSNORTHERN TR CORP$26.0M0.29%205,000PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$25.4M0.28%300,000CALLSOLE
462222100IONSIONIS PHARMACEUTICALS INC$24.5M0.27%620,700CALLSOLE
30231G102XOMEXXON MOBIL CORP$23.8M0.26%220,500CALLSOLE
03940C100ACLXGBXARCELLX INC$23.7M0.26%360,000PUTSOLE
18915M107NETCLOUDFLARE INC$23.5M0.26%120,000PUTSOLE
651639106NEMNEWMONT CORP$23.4M0.26%402,500CALLSOLE
165167735EXEEXPAND ENERGY CORPORATION$23.4M0.26%200,000PUTSOLE
48203R104JNPJUNIPER NETWORKS INC$23.1M0.26%578,800CALLSOLE
343412102FLRFLUOR CORP NEW$23.0M0.26%449,500PUTSOLE
742718109PGPROCTER AND GAMBLE CO$22.8M0.25%143,200CALLSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$22.7M0.25%800,000CALLSOLE
254604101IRONDISC MEDICINE INC$22.6M0.25%426,300CALLSOLE
G76279101ROIVROIVANT SCIENCES LTD$22.5M0.25%2,000,000CALLSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$22.4M0.25%1,950,900CALLSOLE
H5919C104ONONON HLDG AG$22.4M0.25%430,000CALLSOLE
834203309SLNOSOLENO THERAPEUTICS INC$22.1M0.24%263,287CommonSOLE
81141R100SESEA LTD$22.0M0.24%137,500CALLSOLE
002896207ANFABERCROMBIE & FITCH CO$21.7M0.24%262,500PUTSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$21.6M0.24%687,200PUTSOLE
30231G102XOMEXXON MOBIL CORP$21.6M0.24%200,000PUTSOLE
457669307INSMINSMED INC$21.2M0.23%210,928CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.9M0.23%66,900PUTSOLE
N90064101QUREUNIQURE NV$20.8M0.23%1,495,100CALLSOLE
653656108NICENICE LTD$20.1M0.22%119,200PUTSOLE
653656108NICENICE LTD$20.1M0.22%119,200CALLSOLE
830566105SKAASKECHERS U S A INC$20.1M0.22%317,932CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$19.9M0.22%109,600PUTSOLE
780259305SHELSHELL PLC$19.4M0.21%275,700CALLSOLE
093712107BEBLOOM ENERGY CORP$19.0M0.21%794,700CALLSOLE
52736R102LEVILEVI STRAUSS & CO NEW$18.5M0.20%1,000,000PUTSOLE
650111107NYTNEW YORK TIMES CO$18.5M0.20%330,000PUTSOLE
92337R101VERAVERA THERAPEUTICS INC$18.3M0.20%778,000CALLSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$18.2M0.20%63,200PUTSOLE
74967X103RHRH$18.1M0.20%95,800PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$18.0M0.20%140,000CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$17.9M0.20%493,500PUTSOLE
91680M107UPSTUPSTART HLDGS INC$17.8M0.20%275,000CALLSOLE
15118V207CELHCELSIUS HLDGS INC$17.8M0.20%383,000CALLSOLE
00217D100ASTSAST SPACEMOBILE INC$17.7M0.20%379,200CALLSOLE
687793109OSCROSCAR HEALTH INC$17.6M0.20%822,700CALLSOLE
580135101MCDMCDONALDS CORP$17.5M0.19%60,000CALLSOLE
74762E102QUREQUANTA SVCS INC$17.0M0.19%45,000CALLSOLE
126650100CVSCVS HEALTH CORP$17.0M0.19%246,200PUTSOLE
501147102KRYSKRYSTAL BIOTECH INC$16.5M0.18%120,000CALLSOLE
665859104NTRSNORTHERN TR CORP$16.5M0.18%130,000CALLSOLE
375558103GILDGILEAD SCIENCES INC$16.5M0.18%148,600CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$16.4M0.18%80,200CALLSOLE
78440X887SLGSL GREEN RLTY CORP$16.4M0.18%265,000PUTSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$16.4M0.18%1,428,600PUTSOLE
571903202MARMARRIOTT INTL INC NEW$16.4M0.18%60,000CALLSOLE
75886F107REGNREGENERON PHARMACEUTICALS$16.4M0.18%31,200CommonSOLE
30161Q104EXELEXELIXIS INC$16.1M0.18%366,200PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$15.7M0.17%921,000PUTSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$15.4M0.17%305,700PUTSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$15.4M0.17%898,400CALLSOLE
375558103GILDGILEAD SCIENCES INC$15.2M0.17%137,000PUTSOLE
03674X106ARANTERO RESOURCES CORP$15.1M0.17%375,000PUTSOLE
75734B100RDDTREDDIT INC$15.1M0.17%100,200PUTSOLE
Q4982L109IRENIREN LIMITED$15.0M0.17%1,028,100CALLSOLE
487836108KKELLANOVA$15.0M0.17%188,281CommonSOLE
532457108LLYELI LILLY & CO$15.0M0.17%19,200PUTSOLE
60937P106MDBMONGODB INC$14.7M0.16%70,000PUTSOLE
87422Q109TLNTALEN ENERGY CORP$14.5M0.16%50,000CALLSOLE
171757206CDTXCIDARA THERAPEUTICS INC$14.5M0.16%298,000PUTSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$14.4M0.16%50,100CALLSOLE
156944100CGONCG ONCOLOGY INC$14.4M0.16%552,900CALLSOLE
46429B598INDAISHARES TR$14.2M0.16%255,280CommonSOLE
770700102HOODROBINHOOD MKTS INC$14.1M0.16%150,900CALLSOLE
14174T107CTRECARETRUST REIT INC$14.0M0.16%458,400PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$14.0M0.15%150,000CALLSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$14.0M0.15%297,500CALLSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$14.0M0.15%295,700CALLSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$13.9M0.15%275,708CommonSOLE
00206R102TAT&T INC$13.9M0.15%480,000PUTSOLE
553368101MPMP MATERIALS CORP$13.7M0.15%413,000CALLSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$13.7M0.15%400,000PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$13.7M0.15%750,000CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$13.6M0.15%68,800PUTSOLE
N97284108NBISNEBIUS GROUP N.V.$13.6M0.15%245,300CALLSOLE
023939101AMTMAMENTUM HOLDINGS INC$13.5M0.15%572,700CALLSOLE
023139884OSGAMBAC FINL GROUP INC$13.5M0.15%1,899,200CALLSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$13.3M0.15%625,900PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$13.3M0.15%23,700CommonSOLE
G1110E107BHVNBIOHAVEN LTD$13.3M0.15%940,100CALLSOLE
603158106MTXMINERALS TECHNOLOGIES INC$13.2M0.15%240,000CALLSOLE
603158106MTXMINERALS TECHNOLOGIES INC$13.2M0.15%240,000PUTSOLE
69331C108PCGPG&E CORP$13.1M0.15%941,700CALLSOLE
G5960L103MDTMEDTRONIC PLC$13.1M0.14%150,000PUTSOLE
171757206CDTXCIDARA THERAPEUTICS INC$13.1M0.14%268,000CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$13.0M0.14%367,700CALLSOLE
00217D100ASTSAST SPACEMOBILE INC$12.9M0.14%277,100PUTSOLE
369604301GEGE AEROSPACE$12.9M0.14%50,000PUTSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$12.8M0.14%263,200CALLSOLE
N5749R1002GHMERUS N V$12.6M0.14%240,000PUTSOLE
929042109VNOVORNADO RLTY TR$12.6M0.14%330,000PUTSOLE
87612E106TGTTARGET CORP$12.3M0.14%125,000CALLSOLE
42704L104HRIHERC HLDGS INC$12.3M0.14%93,600PUTSOLE
00973Y108AKROAKERO THERAPEUTICS INC$12.3M0.14%229,700PUTSOLE
36251C103GMS1EURGMS INC$12.2M0.14%112,600CALLSOLE
65345N106NNNEXTNAV INC$12.2M0.14%803,700CALLSOLE
855244109SBUXSTARBUCKS CORP$12.0M0.13%131,000CommonSOLE
378973507GSATGLOBALSTAR INC$11.8M0.13%500,000CALLSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$11.7M0.13%91,100PUTSOLE
26884L109EQTEQT CORP$11.7M0.13%200,000PUTSOLE
88080T104WULFTERAWULF INC$11.7M0.13%2,662,900CALLSOLE
49456B101KMIKINDER MORGAN INC DEL$11.6M0.13%396,200CALLSOLE
47103J105JANXJANUX THERAPEUTICS INC$11.6M0.13%500,700PUTSOLE
015857105AQNALGONQUIN PWR UTILS CORP$11.5M0.13%2,000,000CALLSOLE
65339F101NEENEXTERA ENERGY INC$11.5M0.13%165,000PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$11.4M0.13%125,000PUTSOLE
92826C839VVISA INC$11.4M0.13%32,000CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$11.3M0.13%232,800CALLSOLE
81663L200WGSGENEDX HOLDINGS CORP$11.3M0.12%122,000CALLSOLE
867981102SUNSSUNRISE RLTY TR INC$11.2M0.12%1,053,700CALLSOLE
516544103LNTHLANTHEUS HLDGS INC$11.1M0.12%136,000CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.1M0.12%25,000CALLSOLE
G1110E107BHVNBIOHAVEN LTD$11.0M0.12%780,000PUTSOLE
806407102HSICHENRY SCHEIN INC$11.0M0.12%150,000PUTSOLE
806407102HSICHENRY SCHEIN INC$11.0M0.12%150,000CALLSOLE
72703H101PLNTPLANET FITNESS INC$10.9M0.12%100,000CALLSOLE
237194105DRIDARDEN RESTAURANTS INC$10.9M0.12%50,000PUTSOLE
025537101AEPAMERICAN ELEC PWR CO INC$10.9M0.12%105,000CALLSOLE
00214Q104ARKKARK ETF TR$10.9M0.12%154,700CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$10.9M0.12%295,200CALLSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$10.8M0.12%228,700PUTSOLE
770700102HOODROBINHOOD MKTS INC$10.8M0.12%115,000PUTSOLE
89832Q109TFCTRUIST FINL CORP$10.7M0.12%250,000CALLSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$10.7M0.12%115,400CALLSOLE
47103J105JANXJANUX THERAPEUTICS INC$10.6M0.12%457,012CommonSOLE
253868103DLRDIGITAL RLTY TR INC$10.4M0.12%59,800PUTSOLE
925050106VRNAVERONA PHARMA PLC$10.4M0.12%110,000PUTSOLE
00827B106AFRMAFFIRM HLDGS INC$10.4M0.11%150,000CALLSOLE
099406100BOOTBOOT BARN HLDGS INC$10.3M0.11%68,000CommonSOLE
654106103NKENIKE INC$10.3M0.11%145,000CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.2M0.11%220,000PUTSOLE
68622P109ORICORIC PHARMACEUTICALS INC$10.1M0.11%996,200CALLSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$10.1M0.11%284,800PUTSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$10.0M0.11%444,900CALLSOLE
95040Q104WELLWELLTOWER INC$10.0M0.11%65,000PUTSOLE
95040Q104WELLWELLTOWER INC$10.0M0.11%65,000CALLSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$9.9M0.11%724,300CALLSOLE
G037AX101AMBAAMBARELLA INC$9.9M0.11%150,000PUTSOLE
682189105ONON SEMICONDUCTOR CORP$9.9M0.11%188,700CALLSOLE
04335A105ARVNARVINAS INC$9.9M0.11%1,343,029CommonSOLE
47215P106JDJD.COM INC$9.9M0.11%302,500PUTSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9.8M0.11%30,000PUTSOLE
444859102HUMHUMANA INC$9.8M0.11%40,000CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$9.8M0.11%49,300CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$9.6M0.11%85,000PUTSOLE
958102105WDCWESTERN DIGITAL CORP$9.6M0.11%150,000PUTSOLE
958102105WDCWESTERN DIGITAL CORP$9.6M0.11%150,000CALLSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$9.5M0.11%55,000CALLSOLE
552953101MGMMGM RESORTS INTERNATIONAL$9.5M0.10%275,000PUTSOLE
74967X103RHRH$9.5M0.10%50,000CALLSOLE
372460105GPCGENUINE PARTS CO$9.5M0.10%77,900CALLSOLE
343412102FLRFLUOR CORP NEW$9.4M0.10%183,900CALLSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$9.4M0.10%1,308,600CALLSOLE
07373V105BEAMBEAM THERAPEUTICS INC$9.4M0.10%552,100PUTSOLE
02081G201ATECALPHATEC HLDGS INC$9.3M0.10%837,000CALLSOLE
G3223R108EGEVEREST GROUP LTD$9.3M0.10%27,300PUTSOLE
874080104TALTAL EDUCATION GROUP$9.2M0.10%904,500CALLSOLE
98980G102ZSZSCALER INC$9.2M0.10%29,300PUTSOLE
92840M102VSTVISTRA CORP$9.1M0.10%47,000PUTSOLE
G9456A100GLNGGOLAR LNG LTD$9.1M0.10%220,000CALLSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$9.1M0.10%50,000PUTSOLE
707569109PENNPENN ENTERTAINMENT INC$9.0M0.10%505,000CALLSOLE
880770102TERTERADYNE INC$9.0M0.10%100,000PUTSOLE
20825C104COPCONOCOPHILLIPS$9.0M0.10%100,000CALLSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$8.9M0.10%515,000CALLSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$8.9M0.10%897,500CALLSOLE
G8068L108SNSHARKNINJA INC$8.9M0.10%90,000PUTSOLE
124830878CBLCBL & ASSOC PPTYS INC$8.8M0.10%347,059CommonSOLE
03940C100ACLXGBXARCELLX INC$8.8M0.10%133,600CALLSOLE
29362U104ENTGENTEGRIS INC$8.8M0.10%108,800CALLSOLE
35243J101FBRTFRANKLIN BSP RLTY TR INC$8.8M0.10%820,000CALLSOLE
252131107DXCMDEXCOM INC$8.7M0.10%100,000CALLSOLE
92840M102VSTVISTRA CORP$8.7M0.10%45,000CommonSOLE
337738108FISVFISERV INC$8.7M0.10%50,500PUTSOLE
040413205ANETARISTA NETWORKS INC$8.7M0.10%85,000PUTSOLE
00206R102TAT&T INC$8.7M0.10%300,000CALLSOLE
200340107CMACOMERICA INC$8.6M0.10%145,000CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$8.6M0.10%237,500CommonSOLE
806407102HSICHENRY SCHEIN INC$8.6M0.10%118,000CommonSOLE
876030107TPRTAPESTRY INC$8.6M0.10%98,100CALLSOLE
900450206TBCHTURTLE BEACH CORP$8.6M0.10%622,500PUTSOLE
501044101KRKROGER CO$8.6M0.10%120,000CALLSOLE
687793109OSCROSCAR HEALTH INC$8.6M0.10%400,500PUTSOLE
36315X101LKFTGALAPAGOS NV$8.6M0.09%305,800PUTSOLE
653656108NICENICE LTD$8.5M0.09%50,416CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$8.5M0.09%75,000CALLSOLE
78574H104SOCSABLE OFFSHORE CORP$8.5M0.09%386,800CALLSOLE
433000106HIMSHIMS & HERS HEALTH INC$8.5M0.09%170,000PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$8.4M0.09%15,000CALLSOLE
281020107EIXEDISON INTL$8.4M0.09%162,600CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$8.3M0.09%408,000CALLSOLE
92939U106WECWEC ENERGY GROUP INC$8.3M0.09%80,000PUTSOLE
516544103LNTHLANTHEUS HLDGS INC$8.2M0.09%100,000PUTSOLE
92189F601NLRVANECK ETF TRUST$8.1M0.09%73,300PUTSOLE
21874A114CORZWCORE SCIENTIFIC INC NEW$8.1M0.09%751,544CommonSOLE
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76243J105RYTMRHYTHM PHARMACEUTICALS INC$7.9M0.09%125,000PUTSOLE
525327102LDOSLEIDOS HOLDINGS INC$7.9M0.09%50,000CALLSOLE
15118V207CELHCELSIUS HLDGS INC$7.9M0.09%170,000PUTSOLE
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00912X302ALAIR LEASE CORP$7.8M0.09%133,700CALLSOLE
86771W105RUNSUNRUN INC$7.8M0.09%951,900PUTSOLE
29355A107ENPHENPHASE ENERGY INC$7.7M0.09%195,000CALLSOLE
87266M107TRTXTPG RE FIN TR INC$7.7M0.09%1,000,000CALLSOLE
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29415C101EOSEEOS ENERGY ENTERPRISES INC$7.7M0.09%1,500,100PUTSOLE
632307104NTRANATERA INC$7.6M0.08%45,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$7.5M0.08%47,500PUTSOLE
00973Y108AKROAKERO THERAPEUTICS INC$7.5M0.08%140,000CALLSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$7.5M0.08%135,000CALLSOLE
15118V207CELHCELSIUS HLDGS INC$7.4M0.08%160,000CommonSOLE
36828A101GEVGE VERNOVA INC$7.4M0.08%14,000PUTSOLE
30161Q104EXELEXELIXIS INC$7.4M0.08%167,200CALLSOLE
76029N106REPLREPLIMUNE GROUP INC$7.4M0.08%792,400CALLSOLE
217204106CPRTCOPART INC$7.4M0.08%150,000PUTSOLE
218352102CORTCORCEPT THERAPEUTICS INC$7.3M0.08%100,000PUTSOLE
G6700G107NVTNVENT ELECTRIC PLC$7.3M0.08%100,000CALLSOLE
40131M109GHGUARDANT HEALTH INC$7.3M0.08%140,000CALLSOLE
98420N105XENEXENON PHARMACEUTICALS INC$7.3M0.08%231,700CALLSOLE
015658107ASTLALGOMA STL GROUP INC$7.2M0.08%1,049,500CALLSOLE
86881A100SGRYSURGERY PARTNERS INC$7.2M0.08%325,000PUTSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$7.2M0.08%771,400PUTSOLE
12662P108CVICVR ENERGY INC$7.2M0.08%267,900CALLSOLE
74834L100DGXQUEST DIAGNOSTICS INC$7.2M0.08%40,000CALLSOLE
501044101KRKROGER CO$7.2M0.08%100,000PUTSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$7.2M0.08%171,600PUTSOLE
032654105ADIANALOG DEVICES INC$7.1M0.08%30,000CALLSOLE
15101Q207CLSCELESTICA INC$7.1M0.08%45,557CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7.1M0.08%164,500CALLSOLE
013091103ACIALBERTSONS COS INC$7.1M0.08%327,909CommonSOLE
62482R10707WAMR COOPER GROUP INC$7.0M0.08%47,000CALLSOLE
12504L109CBRECBRE GROUP INC$7.0M0.08%50,000CALLSOLE
10922N103BHFBRIGHTHOUSE FINL INC$7.0M0.08%130,000PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.0M0.08%21,600PUTSOLE
91913Y100VLOVALERO ENERGY CORP$6.9M0.08%51,100CALLSOLE
26701L100BROSDUTCH BROS INC$6.8M0.08%100,000CALLSOLE
75134P600METCRAMACO RES INC$6.8M0.08%520,100PUTSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$6.7M0.07%425,000CALLSOLE
92556H2060VVBPARAMOUNT GLOBAL$6.7M0.07%519,700CALLSOLE
29786A106ETSYETSY INC$6.7M0.07%133,500PUTSOLE
011532108AGIALAMOS GOLD INC NEW$6.7M0.07%251,400PUTSOLE
09260D107BXBLACKSTONE INC$6.6M0.07%44,400PUTSOLE
553368101MPMP MATERIALS CORP$6.6M0.07%199,500PUTSOLE
63845R107EYENATIONAL VISION HLDGS INC$6.6M0.07%285,600CALLSOLE
282559103ETNBGBP89BIO INC$6.5M0.07%665,600PUTSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$6.5M0.07%412,700CALLSOLE
98422X101XPOFXPONENTIAL FITNESS INC$6.5M0.07%871,800CALLSOLE
436440101HO1HOLOGIC INC$6.5M0.07%100,000CALLSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$6.5M0.07%2,493,500PUTSOLE
55306N104MKSIMKS INC.$6.5M0.07%65,000CALLSOLE
13321L108CCJCAMECO CORP$6.4M0.07%86,800CALLSOLE
26142V105DKNGDRAFTKINGS INC NEW$6.4M0.07%149,500PUTSOLE
74736K101QRVOQORVO INC$6.4M0.07%75,000CALLSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$6.4M0.07%230,000CALLSOLE
36162J106GEOGEO GROUP INC NEW$6.4M0.07%265,700CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.3M0.07%27,958CommonSOLE
000899104ADMAADMA BIOLOGICS INC$6.3M0.07%347,600CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.3M0.07%136,000CALLSOLE
448579102HHYATT HOTELS CORP$6.3M0.07%45,000PUTSOLE
759916109RGENREPLIGEN CORP$6.2M0.07%50,000PUTSOLE
075887109BDXBECTON DICKINSON & CO$6.2M0.07%36,000CALLSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$6.2M0.07%162,200CALLSOLE
57667L107MTCHMATCH GROUP INC NEW$6.2M0.07%200,000CALLSOLE
968223206WLYWILEY JOHN & SONS INC$6.1M0.07%137,267CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$6.1M0.07%140,000CALLSOLE
16411R208LNGCHENIERE ENERGY INC$6.1M0.07%25,000PUTSOLE
16411R208LNGCHENIERE ENERGY INC$6.1M0.07%25,000CALLSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$6.1M0.07%125,000PUTSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$6.1M0.07%140,400CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$6.0M0.07%525,600CALLSOLE
218352102CORTCORCEPT THERAPEUTICS INC$6.0M0.07%81,700CALLSOLE
649445400FLGFLAGSTAR FINANCIAL INC$6.0M0.07%565,600PUTSOLE
Q4982L109IRENIREN LIMITED$6.0M0.07%410,700PUTSOLE
G1110E107BHVNBIOHAVEN LTD$6.0M0.07%423,761CommonSOLE
576485205MTDRMATADOR RES CO$6.0M0.07%125,000PUTSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$6.0M0.07%30,000CALLSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$5.9M0.07%195,206CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$5.9M0.07%348,435CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$5.9M0.07%84,200CommonSOLE
013091103ACIALBERTSONS COS INC$5.9M0.07%275,000CALLSOLE
46267X108IQIQIYI INC$5.9M0.06%3,308,200PUTSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$5.8M0.06%1,152,000PUTSOLE
109641100EATBRINKER INTL INC$5.8M0.06%32,100CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$5.7M0.06%150,000PUTSOLE
05605H100BWXTBWX TECHNOLOGIES INC$5.7M0.06%39,500CALLSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$5.7M0.06%267,255CommonSOLE
00130H105AESAES CORP$5.7M0.06%540,000PUTSOLE
670703107NUVLNUVALENT INC$5.6M0.06%74,000PUTSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$5.6M0.06%992,300CALLSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$5.6M0.06%179,503CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$5.6M0.06%130,000CALLSOLE
833445109SNOWSNOWFLAKE INC$5.6M0.06%25,000CALLSOLE
37954Y236DTCRGLOBAL X FDS$5.6M0.06%300,000PUTSOLE
344849104WOOFOOT LOCKER INC$5.6M0.06%227,700CALLSOLE
G9460G101VALVALARIS LTD$5.6M0.06%132,000PUTSOLE
17275R102CSCOCISCO SYS INC$5.6M0.06%80,000CALLSOLE
58933Y105MRKMERCK & CO INC$5.5M0.06%70,000PUTSOLE
000360206AAONAAON INC$5.5M0.06%75,000PUTSOLE
30052C107EOLSEVOLUS INC$5.5M0.06%600,000CALLSOLE
670100205NVONOVO-NORDISK A S$5.5M0.06%80,000CALLSOLE
85571B105STWDSTARWOOD PPTY TR INC$5.5M0.06%275,000PUTSOLE
126650100CVSCVS HEALTH CORP$5.5M0.06%80,000CommonSOLE
11135F101AVGOBROADCOM INC$5.5M0.06%20,000CALLSOLE
278768106SATSECHOSTAR CORP$5.5M0.06%198,500CALLSOLE
22160N109CSGPCOSTAR GROUP INC$5.4M0.06%67,500CALLSOLE
000899104ADMAADMA BIOLOGICS INC$5.4M0.06%297,500PUTSOLE
268150109DTDYNATRACE INC$5.4M0.06%98,000CALLSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$5.4M0.06%162,400PUTSOLE
00912X302ALAIR LEASE CORP$5.4M0.06%92,000PUTSOLE
11135F101AVGOBROADCOM INC$5.4M0.06%19,500CommonSOLE
G29183103ETNEATON CORP PLC$5.4M0.06%15,000PUTSOLE
29084Q100EMEEMCOR GROUP INC$5.3M0.06%10,000PUTSOLE
315616102FFIVF5 INC$5.3M0.06%18,000CALLSOLE
74340W103PLDPROLOGIS INC.$5.3M0.06%50,000CALLSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$5.2M0.06%18,200CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$5.2M0.06%120,000PUTSOLE
60937P106MDBMONGODB INC$5.2M0.06%24,800CommonSOLE
92189F106GDXVANECK ETF TRUST$5.2M0.06%100,000CALLSOLE
98420N105XENEXENON PHARMACEUTICALS INC$5.2M0.06%166,200PUTSOLE
513272104LWLAMB WESTON HLDGS INC$5.2M0.06%100,000CALLSOLE
87612E106TGTTARGET CORP$5.2M0.06%52,500PUTSOLE
02155H200ALTALTIMMUNE INC$5.2M0.06%1,331,200PUTSOLE
693656100PVHPVH CORPORATION$5.1M0.06%75,000PUTSOLE
52635N103LENZLENZ THERAPEUTICS INC$5.1M0.06%175,000CALLSOLE
94419L101WWAYFAIR INC$5.1M0.06%100,000PUTSOLE
44891N208IACIAC INC$5.1M0.06%136,800CALLSOLE
17243V102CNKCINEMARK HLDGS INC$5.1M0.06%169,000CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$5.1M0.06%285,000PUTSOLE
14316J108CGCARLYLE GROUP INC$5.1M0.06%99,000CALLSOLE
92686J106VKTXVIKING THERAPEUTICS INC$5.0M0.06%190,100CALLSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.0M0.06%40,000PUTSOLE
55024U109LITELUMENTUM HLDGS INC$5.0M0.06%52,500CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.9M0.05%46,000CALLSOLE
07831C103BRBRBELLRING BRANDS INC$4.9M0.05%85,000CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$4.9M0.05%22,516CommonSOLE
046353108AZNNASTRAZENECA PLC$4.9M0.05%70,000CALLSOLE
219350105GLWCORNING INC$4.9M0.05%93,000CommonSOLE
444859102HUMHUMANA INC$4.9M0.05%20,000CommonSOLE
87043Q108SGSWEETGREEN INC$4.9M0.05%326,800PUTSOLE
N90064101QUREUNIQURE NV$4.8M0.05%346,500PUTSOLE
833445109SNOWSNOWFLAKE INC$4.8M0.05%21,300CommonSOLE
369604301GEGE AEROSPACE$4.8M0.05%18,500CommonSOLE
032095101APHAMPHENOL CORP NEW$4.8M0.05%48,200CALLSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$4.7M0.05%477,400PUTSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$4.7M0.05%504,471CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4.7M0.05%63,500CommonSOLE
172967424CCITIGROUP INC$4.7M0.05%55,000CommonSOLE
G29183103ETNEATON CORP PLC$4.6M0.05%13,000CALLSOLE
92262D101VELVELOCITY FINL INC$4.6M0.05%250,000CALLSOLE
368736104GNRCGENERAC HLDGS INC$4.6M0.05%32,200CALLSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$4.6M0.05%162,000CALLSOLE
92262D101VELVELOCITY FINL INC$4.6M0.05%248,100PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.6M0.05%10,300PUTSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$4.6M0.05%488,900CALLSOLE
013091103ACIALBERTSONS COS INC$4.6M0.05%212,500PUTSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$4.5M0.05%233,000CALLSOLE
39854F101GRNDGRINDR INC$4.5M0.05%200,000CALLSOLE
609207105MDLZMONDELEZ INTL INC$4.5M0.05%67,000CommonSOLE
88080T104WULFTERAWULF INC$4.5M0.05%1,029,800CommonSOLE
22266T109CPNGCOUPANG INC$4.5M0.05%150,000CALLSOLE
369550108GDGENERAL DYNAMICS CORP$4.5M0.05%15,265CommonSOLE
20717M1038QRCONFLUENT INC$4.4M0.05%177,000PUTSOLE
78454L100SMSM ENERGY CO$4.4M0.05%177,500PUTSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$4.4M0.05%582,100PUTSOLE
86881A100SGRYSURGERY PARTNERS INC$4.4M0.05%197,100CALLSOLE
31428X106FDXFEDEX CORP$4.4M0.05%19,200PUTSOLE
704326107PAYXPAYCHEX INC$4.4M0.05%30,000CALLSOLE
94419L101WWAYFAIR INC$4.3M0.05%85,000CommonSOLE
654106103NKENIKE INC$4.3M0.05%61,000CommonSOLE
88339J105TTDTHE TRADE DESK INC$4.3M0.05%60,000CALLSOLE
G3643J108FLUTFLUTTER ENTMT PLC$4.3M0.05%15,000CALLSOLE
16679L109CHWYCHEWY INC$4.3M0.05%100,000PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$4.2M0.05%86,000CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$4.2M0.05%65,653CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$4.2M0.05%435,000PUTSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4.2M0.05%40,000PUTSOLE
76029N106REPLREPLIMUNE GROUP INC$4.1M0.05%445,600PUTSOLE
532457108LLYELI LILLY & CO$4.1M0.05%5,300CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$4.1M0.05%95,000CALLSOLE
969904101WSMWILLIAMS SONOMA INC$4.1M0.05%25,000CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.1M0.05%50,000PUTSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.1M0.05%50,000CALLSOLE
16934Q802CIMCHIMERA INVT CORP$4.1M0.05%294,300PUTSOLE
64111Q104NTGRNETGEAR INC$4.1M0.05%140,000PUTSOLE
30063P105EXKEXACT SCIENCES CORP$4.1M0.04%76,500CALLSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$4.1M0.04%594,100PUTSOLE
844741108LUVSOUTHWEST AIRLS CO$4.1M0.04%125,000CALLSOLE
36165L108GDSGDS HLDGS LTD$4.1M0.04%132,500CALLSOLE
878742204TECKTECK RESOURCES LTD$4.0M0.04%100,000CALLSOLE
G17977110BURBURFORD CAP LTD$4.0M0.04%280,300PUTSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$4.0M0.04%230,888CommonSOLE
01626W101ALITALIGHT INC$4.0M0.04%700,000CALLSOLE
278768106SATSECHOSTAR CORP$4.0M0.04%142,900CommonSOLE
88080T104WULFTERAWULF INC$3.9M0.04%900,000PUTSOLE
98585X104YETIYETI HLDGS INC$3.9M0.04%125,000CALLSOLE
046353108AZNNASTRAZENECA PLC$3.9M0.04%55,998CommonSOLE
64111Q104NTGRNETGEAR INC$3.9M0.04%134,343CommonSOLE
82509L107SHOPSHOPIFY INC$3.9M0.04%33,850CommonSOLE
767204100RIORIO TINTO PLC$3.9M0.04%66,700PUTSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$3.9M0.04%1,344,600CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.9M0.04%36,000PUTSOLE
92343E102VRSNVERISIGN INC$3.9M0.04%13,354CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$3.8M0.04%200,000CALLSOLE
09581B103OWLBLUE OWL CAPITAL INC$3.8M0.04%200,000PUTSOLE
82846H405QXOQXO INC$3.8M0.04%178,000PUTSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$3.8M0.04%114,000CALLSOLE
556269108SHOOMADDEN STEVEN LTD$3.8M0.04%159,084CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3.8M0.04%32,500PUTSOLE
339750101FNDFLOOR & DECOR HLDGS INC$3.8M0.04%50,000PUTSOLE
02155H200ALTALTIMMUNE INC$3.8M0.04%980,781CommonSOLE
219350105GLWCORNING INC$3.8M0.04%72,000CALLSOLE
81369Y100XLBSELECT SECTOR SPDR TR$3.8M0.04%43,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.8M0.04%30,000CALLSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.8M0.04%14,100CommonSOLE
13765N107CNNECANNAE HLDGS INC$3.8M0.04%180,000CALLSOLE
G5960L103MDTMEDTRONIC PLC$3.7M0.04%43,000CommonSOLE
15101Q207CLSCELESTICA INC$3.7M0.04%24,000CALLSOLE
852066208SIISPROTT INC$3.7M0.04%54,114CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.7M0.04%29,000PUTSOLE
000957100ABMABM INDS INC$3.7M0.04%78,511CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3.7M0.04%35,400CommonSOLE
947890109WBSWEBSTER FINL CORP$3.7M0.04%67,500PUTSOLE
74967X103RHRH$3.7M0.04%19,431CommonSOLE

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.