MondegarAI
Caption Management, LLC

Q4 2025 · 13F-HR

Caption Management, LLCholdings as filed

Filed 2026-02-17 · accession 0001706766-26-000002

$14.58B
Reported value
1,512
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Caption Management, LLC · Q4 2025

AI · grounded in 13F

Caption Management, LLC closed its position in APP for a reduction of $240.7M. The fund established new positions in AAPL for $255.5M, MSFT for $219.7M, and NFLX for $158.7M. Additionally, the fund increased its holdings in NVDA by 180.7% and WBD by 329.9%.

Holdings as filed

First 500 of 1512

CUSIPTickerIssuerValue% port.SharesClassVoting
146869102CVNACARVANA CO$273.0M1.87%646,800CALLSOLE
67066G104NVDANVIDIA CORPORATION$233.1M1.60%1,250,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$216.5M1.48%1,161,100CommonSOLE
461202103INTUINTUIT$200.5M1.38%302,700PUTSOLE
934423104WBDWARNER BROS DISCOVERY INC$147.1M1.01%5,104,700PUTSOLE
75734B100RDDTREDDIT INC$146.0M1.00%635,100CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$143.4M0.98%4,974,500CALLSOLE
146869102CVNACARVANA CO$141.5M0.97%335,400PUTSOLE
88160R101TSLATESLA INC$134.9M0.93%300,000PUTSOLE
88160R101TSLATESLA INC$134.9M0.93%300,000CommonSOLE
023135106AMZNAMAZON COM INC$132.7M0.91%575,000CommonSOLE
023135106AMZNAMAZON COM INC$132.7M0.91%575,000PUTSOLE
037833100AAPLAPPLE INC$127.8M0.88%470,000PUTSOLE
037833100AAPLAPPLE INC$127.8M0.88%470,000CommonSOLE
00214Q104ARKKARK ETF TR$127.4M0.87%1,656,400PUTSOLE
02079K107GOOGALPHABET INC$124.6M0.85%397,000CommonSOLE
461202103INTUINTUIT$121.8M0.84%183,900CALLSOLE
594918104MSFTMICROSOFT CORP$120.9M0.83%250,000CALLSOLE
02079K107GOOGALPHABET INC$118.8M0.81%378,700PUTSOLE
097023105BABOEING CO$118.7M0.81%546,800CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$116.5M0.80%719,300PUTSOLE
86771W105RUNSUNRUN INC$114.1M0.78%6,203,700CALLSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$108.6M0.74%222,800CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$105.1M0.72%2,839,400PUTSOLE
278768106SATSECHOSTAR CORP$102.3M0.70%941,100CALLSOLE
553368101MPMP MATERIALS CORP$100.8M0.69%1,994,500CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$99.6M0.68%357,000CALLSOLE
464286509EWCISHARES INC$97.1M0.67%1,800,000PUTSOLE
75734B100RDDTREDDIT INC$92.5M0.63%402,300PUTSOLE
36828A101GEVGE VERNOVA INC$91.0M0.62%139,200PUTSOLE
68389X105ORCLORACLE CORP$87.6M0.60%449,200PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$84.2M0.58%347,500CALLSOLE
64110L106NFLXNETFLIX INC$79.3M0.54%846,200PUTSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$77.9M0.53%159,800PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$75.8M0.52%335,000CALLSOLE
478160104JNJJOHNSON & JOHNSON$75.0M0.51%362,300PUTSOLE
67066G104NVDANVIDIA CORPORATION$73.9M0.51%396,000CALLSOLE
15101Q207CLSCELESTICA INC$73.5M0.50%248,500CALLSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$72.7M0.50%3,110,000CALLSOLE
64110L106NFLXNETFLIX INC$71.3M0.49%760,100CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$68.3M0.47%940,500CALLSOLE
171757206CDTXCIDARA THERAPEUTICS INC$66.3M0.45%300,000CALLSOLE
88080T104WULFTERAWULF INC$65.1M0.45%5,664,600CALLSOLE
18915M107NETCLOUDFLARE INC$64.9M0.44%329,000CALLSOLE
532457108LLYELI LILLY & CO$64.4M0.44%59,900PUTSOLE
94419L101WWAYFAIR INC$64.3M0.44%640,000CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$63.7M0.44%750,000PUTSOLE
02079K305GOOGLALPHABET INC$62.6M0.43%200,000PUTSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$61.5M0.42%1,490,500CALLSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$59.5M0.41%5,188,400CALLSOLE
55024U109LITELUMENTUM HLDGS INC$59.0M0.40%160,000CALLSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$58.9M0.40%200,000PUTSOLE
76155X100RVMDREVOLUTION MEDICINES INC$58.6M0.40%736,100CALLSOLE
670100205NVONOVO-NORDISK A S$57.7M0.40%1,135,000PUTSOLE
13321L108CCJCAMECO CORP$56.4M0.39%616,500PUTSOLE
682680103OKEONEOK INC NEW$55.3M0.38%752,200CALLSOLE
Q4982L109IRENIREN LIMITED$55.2M0.38%1,462,200CALLSOLE
81369Y704XLISELECT SECTOR SPDR TR$54.7M0.37%352,500CALLSOLE
15102K100CELCCELCUITY INC$51.5M0.35%516,800CALLSOLE
78464A870XBISPDR SERIES TRUST$51.2M0.35%420,000PUTSOLE
594918104MSFTMICROSOFT CORP$50.4M0.35%104,200CommonSOLE
513272104LWLAMB WESTON HLDGS INC$50.3M0.34%1,200,000PUTSOLE
532457108LLYELI LILLY & CO$49.8M0.34%46,300CALLSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$49.0M0.34%230,000CALLSOLE
594918104MSFTMICROSOFT CORP$48.4M0.33%100,000PUTSOLE
Q4982L109IRENIREN LIMITED$48.0M0.33%1,270,700PUTSOLE
369550108GDGENERAL DYNAMICS CORP$46.5M0.32%138,200PUTSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$45.0M0.31%496,400PUTSOLE
594972408MSTRSTRATEGY INC$44.8M0.31%295,000PUTSOLE
594972408MSTRSTRATEGY INC$44.8M0.31%295,000CALLSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$44.5M0.31%1,227,400CALLSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$44.3M0.30%1,221,800PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$42.6M0.29%1,455,000CALLSOLE
88080T104WULFTERAWULF INC$42.2M0.29%3,672,500PUTSOLE
30231G102XOMEXXON MOBIL CORP$41.6M0.29%346,100CALLSOLE
478160104JNJJOHNSON & JOHNSON$41.4M0.28%200,000CALLSOLE
30063P105EXKEXACT SCIENCES CORP$40.9M0.28%403,200CALLSOLE
457669307INSMINSMED INC$40.9M0.28%235,200CALLSOLE
457669307INSMINSMED INC$40.8M0.28%234,200PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$40.5M0.28%750,000PUTSOLE
172967424CCITIGROUP INC$40.3M0.28%345,000CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$39.6M0.27%415,800PUTSOLE
218352102CORTCORCEPT THERAPEUTICS INC$39.0M0.27%1,119,500PUTSOLE
09581B103OWLBLUE OWL CAPITAL INC$38.5M0.26%2,578,100PUTSOLE
336433107FSLRFIRST SOLAR INC$38.4M0.26%147,100PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$36.8M0.25%2,529,000CALLSOLE
92840M102VSTVISTRA CORP$36.4M0.25%225,800PUTSOLE
53635D202LQDALIQUIDIA CORPORATION$36.4M0.25%1,054,000CALLSOLE
343412102FLRFLUOR CORP NEW$36.3M0.25%916,800CALLSOLE
30231G102XOMEXXON MOBIL CORP$36.1M0.25%300,000PUTSOLE
92337R101VERAVERA THERAPEUTICS INC$35.6M0.24%702,200CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$35.5M0.24%179,300PUTSOLE
68389X105ORCLORACLE CORP$35.0M0.24%179,620CommonSOLE
958102105WDCWESTERN DIGITAL CORP$34.5M0.24%200,000PUTSOLE
21873S108CRWVCOREWEAVE INC$33.2M0.23%463,600PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$33.0M0.23%100,000PUTSOLE
097023105BABOEING CO$32.6M0.22%150,000PUTSOLE
595112103MUMICRON TECHNOLOGY INC$32.3M0.22%113,000CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$32.1M0.22%150,000PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$32.1M0.22%150,000CommonSOLE
059520106BCHBANCO DE CHILE$32.1M0.22%843,500PUTSOLE
23804L103DDOGDATADOG INC$32.0M0.22%235,600PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$31.4M0.22%122,500PUTSOLE
11135F101AVGOBROADCOM INC$31.3M0.21%90,500CALLSOLE
536797103LADLITHIA MTRS INC$31.0M0.21%93,200CALLSOLE
23282W605CYTKCYTOKINETICS INC$30.9M0.21%486,300CALLSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$30.7M0.21%446,100PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$30.7M0.21%53,700PUTSOLE
378973507GSATGLOBALSTAR INC$30.5M0.21%500,000CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$30.1M0.21%315,700CALLSOLE
21874A114CORZWCORE SCIENTIFIC INC NEW$29.5M0.20%3,487,150CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$29.0M0.20%537,700CommonSOLE
G037AX101AMBAAMBARELLA INC$28.8M0.20%406,500CALLSOLE
122017106BURLBURLINGTON STORES INC$28.5M0.20%98,800PUTSOLE
91912E105VALEVALE S A$28.1M0.19%2,155,400CALLSOLE
H5919C104ONONON HLDG AG$27.8M0.19%599,000CALLSOLE
379577208GMEDGLOBUS MED INC$27.7M0.19%316,700CALLSOLE
126408103CSXCSX CORP$27.4M0.19%757,200CALLSOLE
23331A109DHID R HORTON INC$27.2M0.19%189,000CALLSOLE
72703H101PLNTPLANET FITNESS INC$27.1M0.19%250,200CALLSOLE
74967X103RHRH$26.9M0.18%150,000PUTSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$26.8M0.18%55,081CommonSOLE
78464A870XBISPDR SERIES TRUST$26.7M0.18%218,800CALLSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$26.4M0.18%500,000PUTSOLE
501147102KRYSKRYSTAL BIOTECH INC$26.0M0.18%105,300CALLSOLE
20464U100COMPCOMPASS INC$25.9M0.18%2,446,200CALLSOLE
03969F109RCUSARCUS BIOSCIENCES INC$25.7M0.18%1,080,000CALLSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$25.5M0.17%666,400CALLSOLE
44812J104HUTHUT 8 CORP$25.4M0.17%552,700CALLSOLE
83406F102SOFISOFI TECHNOLOGIES INC$25.1M0.17%960,000CALLSOLE
156944100CGONCG ONCOLOGY INC$25.0M0.17%602,400PUTSOLE
17253J106CIFRCIPHER MINING INC$24.9M0.17%1,685,000CALLSOLE
012653101ALBALBEMARLE CORP$24.8M0.17%175,000CALLSOLE
911363109URIUNITED RENTALS INC$24.7M0.17%30,500PUTSOLE
49177J102KVUEKENVUE INC$24.6M0.17%1,425,800CALLSOLE
91912E105VALEVALE S A$24.4M0.17%1,875,400PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$24.2M0.17%100,000PUTSOLE
15643U104LEUCENTRUS ENERGY CORP$24.0M0.16%99,000CALLSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$24.0M0.16%457,100CALLSOLE
26884L109EQTEQT CORP$23.9M0.16%446,000PUTSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$23.9M0.16%328,000CALLSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$23.8M0.16%2,079,300PUTSOLE
78464A755XMESPDR SERIES TRUST$23.8M0.16%229,400PUTSOLE
78574H104SOCSABLE OFFSHORE CORP$23.7M0.16%2,631,200PUTSOLE
82509L107SHOPSHOPIFY INC$23.7M0.16%147,000PUTSOLE
18915M107NETCLOUDFLARE INC$23.7M0.16%120,000PUTSOLE
09073M104TECHBIO-TECHNE CORP$23.7M0.16%402,200PUTSOLE
M96088105URGNUROGEN PHARMA LTD$23.4M0.16%1,000,000CALLSOLE
60770K107MRNAMODERNA INC$23.4M0.16%792,500CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$22.9M0.16%620,000CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$22.8M0.16%125,000CALLSOLE
67080N101NUVBNUVATION BIO INC$22.7M0.16%2,534,700CALLSOLE
457669307INSMINSMED INC$22.6M0.16%130,000CommonSOLE
500767306KWEBKRANESHARES TRUST$22.1M0.15%650,000PUTSOLE
58933Y105MRKMERCK & CO INC$22.0M0.15%208,800PUTSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$21.9M0.15%102,500PUTSOLE
200340107CMACOMERICA INC$21.7M0.15%250,000CALLSOLE
65345N106NNNEXTNAV INC$21.5M0.15%1,292,200CALLSOLE
26614N102DDDUPONT DE NEMOURS INC$21.2M0.15%527,900CALLSOLE
464287556IBBISHARES TR$21.1M0.14%125,000PUTSOLE
833445109SNOWSNOWFLAKE INC$21.0M0.14%95,800CALLSOLE
88023B103TEMTEMPUS AI INC$21.0M0.14%355,000CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20.9M0.14%36,100PUTSOLE
09581B103OWLBLUE OWL CAPITAL INC$20.9M0.14%1,397,623CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$20.8M0.14%872,000CALLSOLE
92552V100VSATVIASAT INC$20.8M0.14%603,623CommonSOLE
78464A755XMESPDR SERIES TRUST$20.7M0.14%200,000CALLSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$20.7M0.14%450,000CALLSOLE
747525103QCOMQUALCOMM INC$20.4M0.14%119,100PUTSOLE
45245E109IMAXIMAX CORP$20.3M0.14%549,800PUTSOLE
379577208GMEDGLOBUS MED INC$20.1M0.14%230,700PUTSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$20.0M0.14%275,000PUTSOLE
92840M102VSTVISTRA CORP$19.8M0.14%122,700CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$19.8M0.14%65,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$19.7M0.13%81,110CommonSOLE
92552V100VSATVIASAT INC$19.5M0.13%567,200PUTSOLE
450913108IAGIAMGOLD CORP$19.4M0.13%1,175,500CALLSOLE
698813102PZZAPAPA JOHNS INTL INC$19.2M0.13%500,000PUTSOLE
55955D100MGNIMAGNITE INC$19.2M0.13%1,182,000CALLSOLE
06849F108BBARRICK MNG CORP$19.2M0.13%440,000CALLSOLE
88080T104WULFTERAWULF INC$19.1M0.13%1,664,636CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$19.1M0.13%227,800CALLSOLE
92189F106GDXVANECK ETF TRUST$19.1M0.13%222,200PUTSOLE
60770K107MRNAMODERNA INC$19.0M0.13%644,300PUTSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$18.8M0.13%260,800CALLSOLE
46120E602ISRGINTUITIVE SURGICAL INC$18.8M0.13%33,200PUTSOLE
02079K305GOOGLALPHABET INC$18.8M0.13%60,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$18.7M0.13%227,600CALLSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$18.5M0.13%577,400CALLSOLE
04016X101ARGXARGENX SE$18.5M0.13%22,000CALLSOLE
20717M1038QRCONFLUENT INC$18.4M0.13%607,300PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$18.4M0.13%32,400CALLSOLE
78435P105SEZLSEZZLE INC$18.3M0.13%289,000PUTSOLE
03969F109RCUSARCUS BIOSCIENCES INC$18.3M0.13%767,698CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$18.2M0.12%112,100CALLSOLE
88160R101TSLATESLA INC$18.0M0.12%40,000CALLSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$18.0M0.12%623,000CALLSOLE
336433107FSLRFIRST SOLAR INC$17.9M0.12%68,500CALLSOLE
40131M109GHGUARDANT HEALTH INC$17.9M0.12%175,000CALLSOLE
278768106SATSECHOSTAR CORP$17.8M0.12%163,900PUTSOLE
292671708UUUUENERGY FUELS INC$17.6M0.12%1,212,400CALLSOLE
958102105WDCWESTERN DIGITAL CORP$17.6M0.12%102,200CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$17.6M0.12%120,000CALLSOLE
549498202LCIDLUCID GROUP INC$17.5M0.12%1,660,000CALLSOLE
00187Y100APGAPI GROUP CORP$17.5M0.12%458,000CALLSOLE
83406F102SOFISOFI TECHNOLOGIES INC$17.4M0.12%666,000PUTSOLE
30063P105EXKEXACT SCIENCES CORP$17.3M0.12%170,679CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$17.2M0.12%20,000CALLSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$17.2M0.12%225,000CALLSOLE
87612E106TGTTARGET CORP$17.1M0.12%175,000CALLSOLE
422704106HLHECLA MNG CO$17.1M0.12%891,300PUTSOLE
500767306KWEBKRANESHARES TRUST$17.0M0.12%500,000CALLSOLE
717081103PFEPFIZER INC$16.8M0.12%675,000PUTSOLE
550021109LULULULULEMON ATHLETICA INC$16.6M0.11%80,000CALLSOLE
156944100CGONCG ONCOLOGY INC$16.6M0.11%400,000CALLSOLE
654106103NKENIKE INC$16.6M0.11%259,800CALLSOLE
767292105RIOTRIOT PLATFORMS INC$16.5M0.11%1,305,200CALLSOLE
339750101FNDFLOOR & DECOR HLDGS INC$16.5M0.11%270,500PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$16.4M0.11%200,700CALLSOLE
03674X106ARANTERO RESOURCES CORP$16.4M0.11%475,000PUTSOLE
046353108AZNNASTRAZENECA PLC$16.4M0.11%177,900CommonSOLE
03940C100ACLXGBXARCELLX INC$16.3M0.11%250,000CALLSOLE
553368101MPMP MATERIALS CORP$16.2M0.11%321,000PUTSOLE
86150R107STOKSTOKE THERAPEUTICS INC$15.9M0.11%502,100CALLSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$15.9M0.11%239,900CALLSOLE
834203309SLNOSOLENO THERAPEUTICS INC$15.9M0.11%342,500PUTSOLE
112463104BKDBROOKDALE SR LIVING INC$15.9M0.11%1,469,500PUTSOLE
00182C103ANIPANI PHARMACEUTICALS INC$15.8M0.11%200,000PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$15.6M0.11%108,000CALLSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$15.6M0.11%450,000CALLSOLE
687793109OSCROSCAR HEALTH INC$15.5M0.11%1,079,100CALLSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$15.3M0.10%200,000PUTSOLE
77311W101RKTROCKET COS INC$15.3M0.10%788,900CALLSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$15.3M0.10%174,800CALLSOLE
N90064101QUREUNIQURE NV$15.2M0.10%635,000CALLSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$15.1M0.10%602,700CALLSOLE
91332U101UUNITY SOFTWARE INC$15.0M0.10%340,000PUTSOLE
46125A100LUNRINTUITIVE MACHINES INC$15.0M0.10%923,000CALLSOLE
682680103OKEONEOK INC NEW$15.0M0.10%203,500PUTSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$14.9M0.10%175,000PUTSOLE
65290E101NXTNEXTPOWER INC$14.8M0.10%169,700CALLSOLE
07373V105BEAMBEAM THERAPEUTICS INC$14.8M0.10%532,500CALLSOLE
G1110E107BHVNBIOHAVEN LTD$14.7M0.10%1,301,000CALLSOLE
98980G102ZSZSCALER INC$14.6M0.10%65,000CALLSOLE
78464A698KRESPDR SERIES TRUST$14.3M0.10%220,000PUTSOLE
704551100BTUPEABODY ENERGY CORP$14.3M0.10%480,000CALLSOLE
11135F101AVGOBROADCOM INC$14.0M0.10%40,500PUTSOLE
15101Q207CLSCELESTICA INC$13.9M0.10%46,900PUTSOLE
149123101CATCATERPILLAR INC$13.9M0.10%24,200PUTSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$13.8M0.09%72,000PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$13.7M0.09%53,700CALLSOLE
78574H104SOCSABLE OFFSHORE CORP$13.6M0.09%1,512,347CommonSOLE
G5960L103MDTMEDTRONIC PLC$13.6M0.09%141,400CALLSOLE
36162J106GEOGEO GROUP INC NEW$13.4M0.09%828,400CALLSOLE
58933Y105MRKMERCK & CO INC$13.3M0.09%126,500CommonSOLE
458140100INTCINTEL CORP$13.3M0.09%360,000CALLSOLE
G76279101ROIVROIVANT SCIENCES LTD$13.2M0.09%609,200CALLSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$13.2M0.09%548,000CALLSOLE
05352A100AVTRAVANTOR INC$13.2M0.09%1,148,000PUTSOLE
G491BT108IVZINVESCO LTD$13.1M0.09%500,000CALLSOLE
00773J202SYRESPYRE THERAPEUTICS INC$13.1M0.09%399,900CALLSOLE
252131107DXCMDEXCOM INC$13.1M0.09%197,000PUTSOLE
55087P104LYFTLYFT INC$13.1M0.09%675,000CALLSOLE
98420N105XENEXENON PHARMACEUTICALS INC$13.0M0.09%290,000CALLSOLE
98420N105XENEXENON PHARMACEUTICALS INC$13.0M0.09%290,000PUTSOLE
437076102HDHOME DEPOT INC$12.9M0.09%37,500CALLSOLE
780259305SHELSHELL PLC$12.9M0.09%175,600CALLSOLE
92189F106GDXVANECK ETF TRUST$12.9M0.09%150,000CALLSOLE
68389X105ORCLORACLE CORP$12.9M0.09%66,000CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$12.8M0.09%220,000PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$12.8M0.09%56,770CommonSOLE
444859102HUMHUMANA INC$12.8M0.09%50,000PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$12.8M0.09%22,000PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$12.8M0.09%251,500CALLSOLE
156944100CGONCG ONCOLOGY INC$12.7M0.09%306,846CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$12.7M0.09%340,000CALLSOLE
855244109SBUXSTARBUCKS CORP$12.6M0.09%150,000PUTSOLE
758750103RRXREGAL REXNORD CORPORATION$12.6M0.09%90,000CALLSOLE
002824100ABTABBOTT LABS$12.5M0.09%100,000CALLSOLE
833445109SNOWSNOWFLAKE INC$12.5M0.09%57,000PUTSOLE
464287556IBBISHARES TR$12.5M0.09%74,000CommonSOLE
78574H104SOCSABLE OFFSHORE CORP$12.4M0.08%1,370,000CALLSOLE
375558103GILDGILEAD SCIENCES INC$12.3M0.08%100,000CALLSOLE
00246W103AXTIAXT INC$12.3M0.08%750,000CALLSOLE
038169207APLDAPPLIED DIGITAL CORP$12.3M0.08%500,000CALLSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$12.2M0.08%504,000PUTSOLE
81369Y407XLYSELECT SECTOR SPDR TR$12.1M0.08%101,440CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$12.0M0.08%119,200CALLSOLE
983134107WYNNWYNN RESORTS LTD$11.9M0.08%98,600CALLSOLE
26142V105DKNGDRAFTKINGS INC NEW$11.8M0.08%343,500CALLSOLE
82575P107SBSWSIBANYE STILLWATER LTD$11.8M0.08%830,000CALLSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$11.8M0.08%489,635CommonSOLE
682680103OKEONEOK INC NEW$11.8M0.08%160,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$11.7M0.08%80,000PUTSOLE
72703H101PLNTPLANET FITNESS INC$11.7M0.08%108,100PUTSOLE
81663L200WGSGENEDX HOLDINGS CORP$11.6M0.08%89,500CALLSOLE
G6683N103NUNU HLDGS LTD$11.6M0.08%694,200CALLSOLE
30231G102XOMEXXON MOBIL CORP$11.6M0.08%96,400CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$11.6M0.08%824,000CALLSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$11.6M0.08%536,838CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$11.5M0.08%104,200CALLSOLE
84265V105SCCOSOUTHERN COPPER CORP$11.5M0.08%80,000CALLSOLE
218352102CORTCORCEPT THERAPEUTICS INC$11.5M0.08%329,500CALLSOLE
11135F101AVGOBROADCOM INC$11.4M0.08%33,000CommonSOLE
200340107CMACOMERICA INC$11.3M0.08%129,821CommonSOLE
82509L107SHOPSHOPIFY INC$11.3M0.08%69,900CommonSOLE
38983D854RPTRITHM PPTY TR INC$11.2M0.08%675,000PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.2M0.08%33,880CommonSOLE
457730109INSPINSPIRE MED SYS INC$11.2M0.08%121,200CALLSOLE
63008G203NNDMNANO DIMENSION LTD$11.2M0.08%7,247,200PUTSOLE
931142103WMTWALMART INC$11.1M0.08%100,000CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$11.0M0.08%200,000CALLSOLE
682189105ONON SEMICONDUCTOR CORP$10.9M0.08%202,000CALLSOLE
91680M107UPSTUPSTART HLDGS INC$10.9M0.07%250,000CALLSOLE
37253A103THRMGENTHERM INC$10.9M0.07%300,000PUTSOLE
156431108CENXCENTURY ALUM CO$10.9M0.07%278,200CALLSOLE
565394103CARTMAPLEBEAR INC$10.9M0.07%242,300PUTSOLE
704551100BTUPEABODY ENERGY CORP$10.8M0.07%365,000CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10.8M0.07%400,000CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$10.8M0.07%96,800CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$10.8M0.07%1,200,400CALLSOLE
G491BT108IVZINVESCO LTD$10.5M0.07%399,800CommonSOLE
Q4982L109IRENIREN LIMITED$10.5M0.07%277,860CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$10.5M0.07%914,727CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$10.4M0.07%499,000CALLSOLE
38059T106GFIGOLD FIELDS LTD$10.4M0.07%238,000CALLSOLE
55306N104MKSIMKS INC.$10.4M0.07%65,000CALLSOLE
92859G608VZLAVIZSLA SILVER CORP$10.3M0.07%1,889,400CALLSOLE
87266M107TRTXTPG RE FIN TR INC$10.3M0.07%1,200,000CALLSOLE
78464A888XHBSPDR SERIES TRUST$10.3M0.07%100,000PUTSOLE
444859102HUMHUMANA INC$10.2M0.07%40,000CALLSOLE
698813102PZZAPAPA JOHNS INTL INC$10.2M0.07%266,000CALLSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$10.1M0.07%230,000PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$10.0M0.07%690,200PUTSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$10.0M0.07%96,000CALLSOLE
91912E105VALEVALE S A$10.0M0.07%770,000CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$10.0M0.07%95,300PUTSOLE
19247G107COHRCOHERENT CORP$10.0M0.07%54,000CALLSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$9.9M0.07%1,101,200PUTSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$9.8M0.07%33,300CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$9.7M0.07%44,100PUTSOLE
032724106ANABANAPTYSBIO INC$9.7M0.07%200,000CALLSOLE
49456B101KMIKINDER MORGAN INC DEL$9.6M0.07%351,000CALLSOLE
20464U100COMPCOMPASS INC$9.6M0.07%909,670CommonSOLE
69331C108PCGPG&E CORP$9.4M0.06%588,000CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.4M0.06%175,000CALLSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9.4M0.06%148,000PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$9.4M0.06%185,000PUTSOLE
09062X103BIIBBIOGEN INC$9.3M0.06%53,000CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$9.3M0.06%404,700PUTSOLE
032654105ADIANALOG DEVICES INC$9.2M0.06%34,000CommonSOLE
452327109ILMNILLUMINA INC$9.2M0.06%70,300CALLSOLE
13321L108CCJCAMECO CORP$9.2M0.06%100,700CommonSOLE
16411R208LNGCHENIERE ENERGY INC$9.1M0.06%47,000PUTSOLE
124830878CBLCBL & ASSOC PPTYS INC$9.1M0.06%246,717CommonSOLE
191216100KOCOCA COLA CO$9.1M0.06%130,000CALLSOLE
00123Q104AGNCAGNC INVT CORP$9.1M0.06%847,600CALLSOLE
98978V103ZTSZOETIS INC$9.0M0.06%71,900CALLSOLE
984245100YPFYPF SOCIEDAD ANONIMA$9.0M0.06%250,000CALLSOLE
92189F676SMHVANECK ETF TRUST$9.0M0.06%25,000CALLSOLE
20030N101CMCSACOMCAST CORP NEW$9.0M0.06%300,000CALLSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$9.0M0.06%118,000CALLSOLE
N44445109IMTXIMMATICS N.V$8.9M0.06%850,000CALLSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$8.9M0.06%424,500CALLSOLE
37954Y871URAGLOBAL X FDS$8.9M0.06%207,500CALLSOLE
17253J106CIFRCIPHER MINING INC$8.9M0.06%600,000PUTSOLE
969457100WMBWILLIAMS COS INC$8.8M0.06%147,000CALLSOLE
76029N106REPLREPLIMUNE GROUP INC$8.7M0.06%900,000CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8.7M0.06%91,000CommonSOLE
92826C839VVISA INC$8.6M0.06%24,500CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$8.6M0.06%697,200CALLSOLE
579780206MKCMCCORMICK & CO INC$8.5M0.06%125,000PUTSOLE
023139884OSGOCTAVE SPECIALTY GROUP INC$8.5M0.06%1,090,200CALLSOLE
023139884OSGOCTAVE SPECIALTY GROUP INC$8.3M0.06%1,071,094CommonSOLE
02081G201ATECALPHATEC HLDGS INC$8.3M0.06%394,000CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$8.3M0.06%30,000CALLSOLE
23703Q203DQDAQO NEW ENERGY CORP$8.2M0.06%279,000CALLSOLE
553530106MSMMSC INDL DIRECT INC$8.2M0.06%97,500PUTSOLE
553530106MSMMSC INDL DIRECT INC$8.2M0.06%97,500CALLSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$8.2M0.06%100,000CALLSOLE
031162100AMGNAMGEN INC$8.2M0.06%25,000CALLSOLE
682143102OMEROMEROS CORP$8.2M0.06%475,700CALLSOLE
26614N102DDDUPONT DE NEMOURS INC$8.2M0.06%202,897CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$8.1M0.06%111,600PUTSOLE
64110L106NFLXNETFLIX INC$8.1M0.06%86,100CALLSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$8.1M0.06%486,300CALLSOLE
12504L109CBRECBRE GROUP INC$8.0M0.06%50,000CALLSOLE
68390D106OROR ROYALTIES INC.$8.0M0.06%226,800CALLSOLE
767204100RIORIO TINTO PLC$8.0M0.05%100,200CALLSOLE
126650100CVSCVS HEALTH CORP$7.9M0.05%100,000PUTSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$7.9M0.05%2,142,500CALLSOLE
98423J101XPERXPERI INC$7.9M0.05%1,340,600PUTSOLE
92686J106VKTXVIKING THERAPEUTICS INC$7.8M0.05%221,000CALLSOLE
57667L107MTCHMATCH GROUP INC NEW$7.7M0.05%240,000CALLSOLE
18452B209CLSKCLEANSPARK INC$7.7M0.05%762,800CALLSOLE
093712107BEBLOOM ENERGY CORP$7.7M0.05%88,800CALLSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$7.7M0.05%75,900PUTSOLE
907818108UNPUNION PAC CORP$7.6M0.05%33,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.6M0.05%21,600PUTSOLE
30063P105EXKEXACT SCIENCES CORP$7.6M0.05%75,000PUTSOLE
72703X114PLANET LABS PBC$7.6M0.05%882,762CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$7.6M0.05%100,000CALLSOLE
37247D106GNWGENWORTH FINL INC$7.6M0.05%839,600CALLSOLE
78435P105SEZLSEZZLE INC$7.5M0.05%118,400CALLSOLE
501044101KRKROGER CO$7.5M0.05%120,000CALLSOLE
37954Y871URAGLOBAL X FDS$7.5M0.05%175,100PUTSOLE
67576A100OCULOCULAR THERAPEUTIX INC$7.5M0.05%615,100CALLSOLE
86800U302SMCISUPER MICRO COMPUTER INC$7.5M0.05%254,968CommonSOLE
969457100WMBWILLIAMS COS INC$7.4M0.05%123,800PUTSOLE
29479A108ERASERASCA INC$7.4M0.05%1,987,400CALLSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.3M0.05%41,600PUTSOLE
609207105MDLZMONDELEZ INTL INC$7.3M0.05%135,000PUTSOLE
713448108PEPPEPSICO INC$7.2M0.05%50,000CALLSOLE
N97284108NBISNEBIUS GROUP N.V.$7.2M0.05%85,500CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7.1M0.05%206,000PUTSOLE
292671708UUUUENERGY FUELS INC$7.1M0.05%487,600PUTSOLE
90041L105TPBTURNING PT BRANDS INC$7.0M0.05%64,952CommonSOLE
773121108RKLBROCKET LAB CORP$7.0M0.05%100,000CALLSOLE
90041L105TPBTURNING PT BRANDS INC$7.0M0.05%64,300CALLSOLE
023939101AMTMAMENTUM HOLDINGS INC$7.0M0.05%240,100CALLSOLE
47103J105JANXJANUX THERAPEUTICS INC$6.9M0.05%500,000PUTSOLE
513272104LWLAMB WESTON HLDGS INC$6.8M0.05%163,271CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$6.8M0.05%423,600PUTSOLE
67079K100SMRNUSCALE PWR CORP$6.8M0.05%477,000CALLSOLE
464288224ICLNISHARES TR$6.7M0.05%409,800CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$6.7M0.05%85,000CALLSOLE
378973507GSATGLOBALSTAR INC$6.7M0.05%110,000PUTSOLE
92537N108VRTVERTIV HOLDINGS CO$6.7M0.05%41,200CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6.7M0.05%238,000CALLSOLE
252131107DXCMDEXCOM INC$6.6M0.05%100,000CALLSOLE
76674Q107RMNIRIMINI STR INC DEL$6.6M0.05%1,710,000PUTSOLE
15677J108DAYDAYFORCE INC$6.6M0.05%95,740CommonSOLE
46435G334EWUISHARES TR$6.6M0.05%149,400PUTSOLE
65340P106NXENEXGEN ENERGY LTD$6.6M0.04%712,700CALLSOLE
53635D202LQDALIQUIDIA CORPORATION$6.5M0.04%189,800PUTSOLE
011532108AGIALAMOS GOLD INC NEW$6.5M0.04%168,600CALLSOLE
74743L100QQNITY ELECTRONICS INC$6.5M0.04%79,326CommonSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$6.5M0.04%223,800PUTSOLE
92189F106GDXVANECK ETF TRUST$6.4M0.04%74,800CommonSOLE
553368101MPMP MATERIALS CORP$6.4M0.04%126,900CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$6.4M0.04%254,563CommonSOLE
277432100EMNEASTMAN CHEM CO$6.4M0.04%100,000CALLSOLE
457730109INSPINSPIRE MED SYS INC$6.4M0.04%69,000PUTSOLE
65290E101NXTNEXTPOWER INC$6.3M0.04%72,500PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.3M0.04%50,000CALLSOLE
98954M200ZZILLOW GROUP INC$6.3M0.04%92,000PUTSOLE
02079K305GOOGLALPHABET INC$6.3M0.04%20,000CALLSOLE
23804L103DDOGDATADOG INC$6.1M0.04%45,163CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$6.1M0.04%250,000CommonSOLE
26701L100BROSDUTCH BROS INC$6.1M0.04%100,000CALLSOLE
093712107BEBLOOM ENERGY CORP$6.1M0.04%70,000PUTSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$6.1M0.04%260,000PUTSOLE
98423J101XPERXPERI INC$6.1M0.04%1,035,229CommonSOLE
17243V102CNKCINEMARK HLDGS INC$6.1M0.04%260,500CALLSOLE
92859G608VZLAVIZSLA SILVER CORP$6.0M0.04%1,102,200PUTSOLE
98954M200ZZILLOW GROUP INC$6.0M0.04%88,227CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.0M0.04%103,000CALLSOLE
65345N114NNAVWNEXTNAV INC$6.0M0.04%840,850CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$6.0M0.04%69,435CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$6.0M0.04%329,190CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6.0M0.04%15,000PUTSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6.0M0.04%15,000CALLSOLE
053774105CARAVIS BUDGET GROUP$6.0M0.04%46,400PUTSOLE
698884103PARPAR TECHNOLOGY CORP$6.0M0.04%164,100CALLSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$5.9M0.04%113,300PUTSOLE
406216101HALHALLIBURTON CO$5.9M0.04%210,000PUTSOLE
009066101ABNBAIRBNB INC$5.9M0.04%43,700CALLSOLE
009066101ABNBAIRBNB INC$5.9M0.04%43,700PUTSOLE
26884L109EQTEQT CORP$5.9M0.04%110,450CommonSOLE
37045V100GMGENERAL MTRS CO$5.9M0.04%72,600CommonSOLE
500754106KHCKRAFT HEINZ CO$5.9M0.04%242,800CALLSOLE
09073M104TECHBIO-TECHNE CORP$5.9M0.04%100,000CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$5.8M0.04%200,000PUTSOLE
N44445109IMTXIMMATICS N.V$5.8M0.04%550,891CommonSOLE
907818108UNPUNION PAC CORP$5.8M0.04%25,000PUTSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$5.7M0.04%249,600CALLSOLE
423452101HPHELMERICH & PAYNE INC$5.7M0.04%200,000CALLSOLE
00130H105AESAES CORP$5.7M0.04%400,000PUTSOLE
15118V207CELHCELSIUS HLDGS INC$5.7M0.04%125,000CALLSOLE
94419L101WWAYFAIR INC$5.7M0.04%56,800CommonSOLE
000899104ADMAADMA BIOLOGICS INC$5.7M0.04%312,500CALLSOLE
447011107HUNHUNTSMAN CORP$5.7M0.04%565,000CALLSOLE
452521107IMMRIMMERSION CORP$5.6M0.04%828,300PUTSOLE
532457108LLYELI LILLY & CO$5.6M0.04%5,240CommonSOLE
806407102HSICHENRY SCHEIN INC$5.6M0.04%74,500CALLSOLE
15118V207CELHCELSIUS HLDGS INC$5.6M0.04%122,569CommonSOLE
53635D202LQDALIQUIDIA CORPORATION$5.6M0.04%162,538CommonSOLE
88033G407THCTENET HEALTHCARE CORP$5.6M0.04%28,000CALLSOLE
046353108AZNNASTRAZENECA PLC$5.5M0.04%60,000PUTSOLE
20717M1038QRCONFLUENT INC$5.5M0.04%182,115CommonSOLE
02079K107GOOGALPHABET INC$5.5M0.04%17,500CALLSOLE
413216300HMYHARMONY GOLD MINING CO LTD$5.5M0.04%275,000CALLSOLE
090043100BILLBILL HOLDINGS INC$5.5M0.04%100,000CALLSOLE
92337F107VCYTVERACYTE INC$5.5M0.04%129,500CALLSOLE
98422X101XPOFXPONENTIAL FITNESS INC$5.4M0.04%662,000CALLSOLE
284902509EGOELDORADO GOLD CORP NEW$5.4M0.04%151,400CALLSOLE
78464A755XMESPDR SERIES TRUST$5.4M0.04%52,400CommonSOLE
496902404KGCKINROSS GOLD CORP$5.4M0.04%191,600CALLSOLE
G9456A100GLNGGOLAR LNG LTD$5.4M0.04%145,000CALLSOLE
07725L102ONCBEONE MEDICINES LTD$5.4M0.04%17,700PUTSOLE

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.