MondegarAI
Fore Capital, LLC

Q2 2024 · 13F-HR

Fore Capital, LLCholdings as filed

Filed 2024-08-07 · accession 0001714672-24-000003

$157.4M
Reported value
51
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$54.4M34.6%100,000PUTSOLE
46428Q109SLVISHARES SILVER TR$33.1M21.0%1,245,000CALLSOLE
464285204IAUISHARES GOLD TR$7.8M4.97%178,000CommonSOLE
92189F106GDXVANECK ETF TRUST$3.7M2.37%110,000CALLSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$3.6M2.27%3,760,000CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$3.6M2.26%3,880,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$3.1M2.00%3,500,000CommonSOLE
53069QAB5LIBERTY LATIN AMERICA LTD$3.0M1.90%3,000,000CommonSOLE
678026AK1OIS 4.75 04/01/26OIL STS INTL INC$2.9M1.85%3,000,000CommonSOLE
163072AA9CAKE 0.375 06/15/26CHEESECAKE FACTORY INC$2.7M1.73%3,000,000CommonSOLE
12685JAE5CABO 0 03/15/26CABLE ONE INC$2.6M1.68%3,000,000CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$2.6M1.65%3,000,000CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$2.4M1.54%110,000CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$2.3M1.46%2,000,000CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.3M1.44%27,000CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$1.9M1.23%2,500,000CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$1.9M1.19%2,000,000CommonSOLE
74349Y837PSQPROSHARES TR$1.8M1.16%45,000CommonSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$1.8M1.14%2,000,000CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$1.7M1.09%2,000,000CommonSOLE
25460G781NUGTDIREXION SHS ETF TR$1.7M1.07%45,000CommonSOLE
925652109VICIVICI PPTYS INC$1.6M1.04%57,000CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.6M1.00%13,500CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.4M0.91%7,000CommonSOLE
46428Q109SLVISHARES SILVER TR$1.3M0.84%50,000CommonSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$1.2M0.79%1,500,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.0M0.64%14,000CommonSOLE
47215P106JDJD.COM INC$969,0000.62%37,500CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$891,7500.57%1,500,000CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$847,5000.54%1,000,000CommonSOLE
53680QAA6LARCN 1.75 01/15/27LITHIUM AMERICAS ARGENTINA C$757,5000.48%1,000,000CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$612,4540.39%42,180CommonSOLE
34965K107FTREFORTREA HLDGS INC$583,5000.37%25,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$476,1600.30%64,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$457,1880.29%500,000CommonSOLE
222795502CUZCOUSINS PPTYS INC$370,4000.24%16,000CommonSOLE
85254J102STAGSTAG INDL INC$360,6000.23%10,000CommonSOLE
74017N105PGENPRECIGEN INC$326,7610.21%206,811CommonSOLE
722304102PDDPDD HOLDINGS INC$265,9000.17%2,000CommonSOLE
384313508EAFEURGRAFTECH INTL LTD$213,4000.14%220,000CommonSOLE
21077F100CTGOCONTANGO ORE INC$200,5770.13%11,100CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$181,2000.12%30,000CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$108,1500.07%15,000CommonSOLE
66987E206NGNOVAGOLD RES INC$103,8000.07%30,000CommonSOLE
44862P208HYMCHYCROFT MINING HOLDING CORP$96,0000.06%40,000CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$92,0540.06%74,841CommonSOLE
550424105LUMINAR TECHNOLOGIES INC$67,0500.04%45,000CommonSOLE
23344D108D0ADADA NEXUS LTD$56,7000.04%45,000CommonSOLE
62548M100MPLNUSDMULTIPLAN CORPORATION$36,8980.02%95,000CommonSOLE
09061H307BMRAUSDBIOMERICA INC$26,2470.02%59,680CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$14,1000.01%10,000CommonSOLE

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.