MondegarAI
ExodusPoint Capital Management, LP

Q2 2025 · 13F-HR

ExodusPoint Capital Management, LPholdings as filed

Filed 2025-08-13 · accession 0001736225-25-000027

$11.4M
Reported value
1,406
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1406

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$718,2546.30%1,162,600CALLSOLE
46090E103QQQINVESCO QQQ TR$667,4845.85%1,210,000CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$360,7953.16%584,000PUTSOLE
46090E103QQQINVESCO QQQ TR$251,1072.20%455,200PUTSOLE
02079K305GOOGLALPHABET INC$185,0421.62%1,050,000CALLSOLE
023608102AEEAMEREN CORP$159,7741.40%1,663,618CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$157,5231.38%12,211,105CommonSOLE
69351T106PPLPPL CORP$135,3711.19%3,994,434CommonSOLE
67066G104NVDANVIDIA CORPORATION$126,3801.11%800,000CALLSOLE
464287655IWMISHARES TR$117,6331.03%545,000CALLSOLE
842587107SOSOUTHERN CO$110,8740.97%1,207,378CommonSOLE
29364G103ETRENTERGY CORP NEW$110,3800.97%1,327,965CommonSOLE
235851102DHRDANAHER CORPORATION$106,4390.93%538,820CommonSOLE
464287655IWMISHARES TR$105,7620.93%490,000PUTSOLE
02156V109OKLOOKLO INC$83,5860.73%1,492,879CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$81,1880.71%755,867CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$77,6860.68%142,961CommonSOLE
209115104EDCONSOLIDATED EDISON INC$76,8040.67%765,359CommonSOLE
670837103OGEOGE ENERGY CORP$76,5510.67%1,724,900CommonSOLE
03831W108APPAPPLOVIN CORP$75,2050.66%215,000CALLSOLE
058498106BALLBALL CORP$73,7030.65%1,314,012CommonSOLE
30034W106EVRGEVERGY INC$64,1550.56%930,730CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$61,7190.54%689,832CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$61,1960.54%826,189CommonSOLE
759916109RGENREPLIGEN CORP$61,1650.54%491,757CommonSOLE
166764100CVXCHEVRON CORP NEW$60,8480.53%424,949CommonSOLE
03831W108APPAPPLOVIN CORP$59,0620.52%168,710CommonSOLE
252131107DXCMDEXCOM INC$58,1460.51%666,126CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$53,9630.47%297,661CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$50,5170.44%266,821CommonSOLE
G54950103LINLINDE PLC$48,5100.43%103,394CommonSOLE
G25508105CRHCRH PLC$44,7000.39%486,926CommonSOLE
464287432TLTISHARES TR$44,1600.39%500,000CALLSOLE
344849104WOOFOOT LOCKER INC$43,8540.38%1,789,939CommonSOLE
126408103CSXCSX CORP$43,8130.38%1,342,728CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$43,6720.38%789,301CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$43,0820.38%171,750CommonSOLE
G4705A100ICLRICON PLC$42,6670.37%293,343CommonSOLE
65473P105NINISOURCE INC$42,5660.37%1,055,183CommonSOLE
92189H607OIHVANECK ETF TRUST$41,8000.37%168,000PUTSOLE
68902V107OTISOTIS WORLDWIDE CORP$40,2150.35%406,134CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$39,8820.35%544,904CommonSOLE
277432100EMNEASTMAN CHEM CO$39,0880.34%523,550CommonSOLE
464287242LQDISHARES TR$38,9150.34%355,000PUTSOLE
02079K305GOOGLALPHABET INC$38,6890.34%219,535CommonSOLE
832696405SJMSMUCKER J M CO$37,0010.32%376,794CommonSOLE
62482R10707WAMR COOPER GROUP INC$36,7000.32%245,963CommonSOLE
G5509L101LIVNLIVANOVA PLC$36,6790.32%814,737CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$36,4470.32%267,364CommonSOLE
023135106AMZNAMAZON COM INC$36,1400.32%164,731CommonSOLE
216648501COOCOOPER COS INC$35,8570.31%503,894CommonSOLE
436440101HO1HOLOGIC INC$35,4060.31%543,367CommonSOLE
228368106CCKCROWN HLDGS INC$34,7520.30%337,459CommonSOLE
65339F101NEENEXTERA ENERGY INC$34,7100.30%500,000PUTSOLE
548661107LOWLOWES COS INC$34,4520.30%155,278CommonSOLE
G32089107ETORETORO GROUP LTD$34,0130.30%510,787CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$33,9410.30%648,100PUTSOLE
743315103PGRPROGRESSIVE CORP$33,8720.30%126,927CommonSOLE
278642103EBAYEBAY INC.$33,8610.30%454,759CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$33,7980.30%334,070CommonSOLE
26875P101EOGEOG RES INC$33,4760.29%279,877CommonSOLE
872540109TJXTJX COS INC NEW$32,1070.28%260,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31,1930.27%100,000CALLSOLE
88160R101TSLATESLA INC$30,9950.27%97,500CALLSOLE
617446448MSMORGAN STANLEY$30,7470.27%218,280CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$29,5410.26%681,461CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$29,1210.26%592,130CommonSOLE
369550108GDGENERAL DYNAMICS CORP$27,8530.24%95,498CommonSOLE
15135B101CNCCENTENE CORP DEL$27,8190.24%512,505CommonSOLE
233051879ASHRDBX ETF TR$27,5350.24%1,000,000CALLSOLE
403949100DINOHF SINCLAIR CORP$27,5110.24%669,700CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$27,2610.24%150,000CommonSOLE
747525103QCOMQUALCOMM INC$26,6740.23%167,484CommonSOLE
090572207BIOBIO RAD LABS INC$26,2090.23%108,606CommonSOLE
778296103ROSTROSS STORES INC$25,9970.23%203,770CommonSOLE
285512109EAELECTRONIC ARTS INC$25,7590.23%161,295CommonSOLE
G9456A100GLNGGOLAR LNG LTD$25,5350.22%620,000CALLSOLE
36162J106GEOGEO GROUP INC NEW$25,1630.22%1,050,000CALLSOLE
052800109ALVAUTOLIV INC$24,9020.22%222,539CommonSOLE
504922105LHLABCORP HOLDINGS INC$24,5200.22%93,407CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$24,5200.22%112,824CommonSOLE
464287655IWMISHARES TR$24,3790.21%112,976CommonSOLE
44930G107ICUIICU MED INC$24,3230.21%184,057CommonSOLE
26884L109EQTEQT CORP$23,8650.21%409,212CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$23,8500.21%347,725CommonSOLE
02079K107GOOGALPHABET INC$23,4910.21%132,425CommonSOLE
278865100ECLECOLAB INC$23,3810.21%86,778CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$23,3270.20%41,511CommonSOLE
487836108KKELLANOVA$23,2430.20%292,259CommonSOLE
767204100RIORIO TINTO PLC$22,9410.20%393,299CommonSOLE
931142103WMTWALMART INC$22,8670.20%233,866CommonSOLE
949746101WMT2WELLS FARGO CO NEW$22,6350.20%282,518CommonSOLE
16411R208LNGCHENIERE ENERGY INC$22,6330.20%92,941CommonSOLE
115637209BF/BBROWN FORMAN CORP$22,6070.20%840,081CommonSOLE
872590104TMUST-MOBILE US INC$22,5580.20%94,679CommonSOLE
690742101OCOWENS CORNING NEW$22,4380.20%163,163CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$22,3280.20%244,720CommonSOLE
704326107PAYXPAYCHEX INC$22,3020.20%153,320CommonSOLE
191216100KOCOCA COLA CO$22,0280.19%311,352CommonSOLE
80004C200SNDKSANDISK CORP$22,0240.19%485,647CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$22,0030.19%1,004,707CommonSOLE
89832Q109TFCTRUIST FINL CORP$21,7950.19%506,988CommonSOLE
88033G407THCTENET HEALTHCARE CORP$21,6200.19%122,843CommonSOLE
922475108VEEVVEEVA SYS INC$21,5670.19%74,889CommonSOLE
30231G102XOMEXXON MOBIL CORP$21,5540.19%200,000CALLSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$21,4230.19%131,995CommonSOLE
863667101SYKSTRYKER CORPORATION$21,4040.19%54,102CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$21,4020.19%1,867,517CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$21,1100.19%579,942CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$21,0440.18%70,406CommonSOLE
87612G101TRGPTARGA RES CORP$20,4000.18%117,189CommonSOLE
00724F101ADBEADOBE INC$20,3170.18%52,515CommonSOLE
58933Y105MRKMERCK & CO INC$19,8000.17%250,000CALLSOLE
91529Y106UNMUNUM GROUP$19,6940.17%243,855CommonSOLE
84857L101SRSPIRE INC$19,6650.17%269,427CommonSOLE
032095101APHAMPHENOL CORP NEW$19,5500.17%197,970CommonSOLE
907818108UNPUNION PAC CORP$19,2110.17%83,497CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$19,1560.17%350,268CommonSOLE
22052L104CTVACORTEVA INC$19,0940.17%256,198CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$18,9690.17%89,155CommonSOLE
680033107ONBOLD NATL BANCORP IND$18,9240.17%886,792CommonSOLE
902788108UMBFUMB FINL CORP$18,7190.16%178,002CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$18,6820.16%139,407CommonSOLE
682189105ONON SEMICONDUCTOR CORP$18,6300.16%355,460CommonSOLE
464287242LQDISHARES TR$18,5240.16%169,000CommonSOLE
532457108LLYELI LILLY & CO$18,3810.16%23,579CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$18,3660.16%84,002CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$18,1450.16%132,057CommonSOLE
12572Q105CMECME GROUP INC$18,0860.16%65,619CommonSOLE
146869102CVNACARVANA CO$17,6310.15%52,324CommonSOLE
81764X103TTANSERVICETITAN INC$17,5230.15%163,491CommonSOLE
02005N100ALLYALLY FINL INC$17,5060.15%449,456CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$17,3770.15%680,383CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$17,3590.15%471,829CommonSOLE
194014502ENOVENOVIS CORPORATION$17,2590.15%550,335CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$17,2150.15%62,289CommonSOLE
458140100INTCINTEL CORP$16,8160.15%750,721CommonSOLE
09062X103BIIBBIOGEN INC$16,2630.14%129,491CommonSOLE
H1467J104CBCHUBB LIMITED$16,2250.14%56,003CommonSOLE
72352L106PINSPINTEREST INC$16,2240.14%452,424CommonSOLE
009066101ABNBAIRBNB INC$15,8310.14%119,621CommonSOLE
78709Y105SAIASAIA INC$15,7640.14%57,536CommonSOLE
594972408MSTRMICROSTRATEGY INC$15,5440.14%38,453CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$15,5260.14%78,490CommonSOLE
10316T104BOXBOX INC$15,4650.14%452,582CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$15,4300.14%72,500CALLSOLE
05350V106AVNSAVANOS MED INC$15,2750.13%1,247,937CommonSOLE
217204106CPRTCOPART INC$15,1340.13%308,410CommonSOLE
969457100WMBWILLIAMS COS INC$14,9470.13%237,969CommonSOLE
55024U109LITELUMENTUM HLDGS INC$14,9350.13%157,108CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14,9300.13%730,064CommonSOLE
231561101CWCURTISS WRIGHT CORP$14,6290.13%29,943CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14,4510.13%26,324CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14,3940.13%435,394CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$14,3190.13%854,376CommonSOLE
79466L302CRMSALESFORCE INC$14,2150.12%52,129CommonSOLE
980745103WWDWOODWARD INC$14,1560.12%57,759CommonSOLE
64110L106NFLXNETFLIX INC$14,0800.12%10,514CommonSOLE
742718109PGPROCTER AND GAMBLE CO$14,0630.12%88,271CommonSOLE
97650W108WTFCWINTRUST FINL CORP$13,9580.12%112,579CommonSOLE
149123101CATCATERPILLAR INC$13,9340.12%35,894CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$13,8960.12%331,168CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$13,8950.12%177,661CommonSOLE
21873S108CRWVCOREWEAVE INC$13,8730.12%85,000PUTSOLE
03674X106ARANTERO RESOURCES CORP$13,7580.12%341,559CommonSOLE
464287432TLTISHARES TR$13,5080.12%153,064CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$13,4390.12%147,595CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$13,4190.12%698,558CommonSOLE
H11356104BGBUNGE GLOBAL SA$13,3590.12%166,405CommonSOLE
668771108GENGEN DIGITAL INC$13,3430.12%453,852CommonSOLE
009158106APDAIR PRODS & CHEMS INC$13,2580.12%47,004CommonSOLE
48666K109KBHKB HOME$13,2270.12%249,715CommonSOLE
92826C839VVISA INC$13,1620.12%37,072CommonSOLE
92556V106VTRSVIATRIS INC$13,1140.12%1,468,571CommonSOLE
G6683N103NUNU HLDGS LTD$13,1110.11%955,592CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$12,9480.11%329,891CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$12,9060.11%127,807CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$12,8560.11%58,980CommonSOLE
268150109DTDYNATRACE INC$12,7930.11%231,708CommonSOLE
15118V207CELHCELSIUS HLDGS INC$12,6670.11%273,063CommonSOLE
880770102TERTERADYNE INC$12,6600.11%140,793CommonSOLE
443628102HBMHUDBAY MINERALS INC$12,6450.11%1,191,811CommonSOLE
30161Q104EXELEXELIXIS INC$12,4100.11%281,556CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12,1700.11%106,397CommonSOLE
23804L103DDOGDATADOG INC$12,0310.11%89,566CommonSOLE
521865204LEALEAR CORP$12,0060.11%126,407CommonSOLE
172967424CCITIGROUP INC$11,9960.11%140,925CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$11,9950.11%254,408CommonSOLE
75737F108RDFNREDFIN CORP$11,9660.10%1,069,372CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$11,9220.10%72,413CommonSOLE
852234103XYZBLOCK INC$11,8900.10%175,040CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$11,8800.10%373,462CommonSOLE
831349105SLDESLIDE INS HLDGS INC$11,8590.10%547,493CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11,7160.10%95,058CommonSOLE
718172109PMPHILIP MORRIS INTL INC$11,6990.10%64,236CommonSOLE
693718108PCARPACCAR INC$11,6850.10%122,926CommonSOLE
29444U700EQIXEQUINIX INC$11,6580.10%14,655CommonSOLE
466313103JBLJABIL INC$11,6210.10%53,283CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$11,2790.10%260,672CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$11,2580.10%98,016CommonSOLE
N72482206QGENQIAGEN NV$11,2400.10%233,881CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$11,1510.10%51,208CommonSOLE
257651109DCIDONALDSON INC$11,0780.10%159,745CommonSOLE
172908105CTASCINTAS CORP$11,0700.10%49,669CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$11,0170.10%122,231CommonSOLE
125523100CITHE CIGNA GROUP$10,9850.10%33,230CommonSOLE
237266101DARDARLING INGREDIENTS INC$10,9780.10%289,344CommonSOLE
337738108FISVFISERV INC$10,9560.10%63,547CommonSOLE
21873S108CRWVCOREWEAVE INC$10,9360.10%67,066CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$10,9340.10%105,008CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$10,8720.10%85,696CommonSOLE
86333M108LRNSTRIDE INC$10,8590.10%74,795CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10,8590.10%92,863CommonSOLE
482480100KLACKLA CORP$10,8580.10%12,122CommonSOLE
36162J106GEOGEO GROUP INC NEW$10,7840.09%450,000PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10,7490.09%47,457CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$10,7400.09%207,545CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$10,7400.09%935,508CommonSOLE
443573100HUBSHUBSPOT INC$10,6690.09%19,168CommonSOLE
670346105NUENUCOR CORP$10,6660.09%82,338CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$10,6180.09%357,616CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$10,5670.09%62,901CommonSOLE
830566105SKAASKECHERS U S A INC$10,5200.09%166,721CommonSOLE
493267108KEYKEYCORP$10,5190.09%603,846CommonSOLE
737446104POSTPOST HLDGS INC$10,5100.09%96,392CommonSOLE
83304A106SNAPSNAP INC$10,4920.09%1,207,385CommonSOLE
314211103FHIFEDERATED HERMES INC$10,3840.09%234,295CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$10,3520.09%184,363CommonSOLE
001055102AFLAFLAC INC$10,3070.09%97,732CommonSOLE
917047102URBNURBAN OUTFITTERS INC$10,2130.09%140,794CommonSOLE
89055F103BLDTOPBUILD CORP$10,2090.09%31,536CommonSOLE
045487105ASBASSOCIATED BANC CORP$10,1830.09%417,498CommonSOLE
75776W103RDWREDWIRE CORPORATION$10,1830.09%624,718CommonSOLE
418056107HASHASBRO INC$10,1800.09%137,907CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,9770.09%272,226CommonSOLE
744320102PRUPRUDENTIAL FINL INC$9,8680.09%91,842CommonSOLE
929740108WABWABTEC$9,7830.09%46,728CommonSOLE
579780206MKCMCCORMICK & CO INC$9,6460.08%127,222CommonSOLE
354613101BENFRANKLIN RESOURCES INC$9,6280.08%403,680CommonSOLE
053332102AZOAUTOZONE INC$9,5140.08%2,563CommonSOLE
34959E109FTNTFORTINET INC$9,4850.08%89,714CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$9,4710.08%1,636CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$9,4700.08%484,664CommonSOLE
405024100HAEHAEMONETICS CORP MASS$9,4390.08%126,515CommonSOLE
97717P104WTWISDOMTREE INC$9,3710.08%814,192CommonSOLE
457669307INSMINSMED INC$9,3310.08%92,717CommonSOLE
33829M101FIVEFIVE BELOW INC$9,3300.08%71,125CommonSOLE
626755102MUSAMURPHY USA INC$9,2930.08%22,845CommonSOLE
78468R556XOPSPDR SERIES TRUST$9,2380.08%73,434CommonSOLE
05478C105AZEKAZEK CO INC$9,2140.08%169,540CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$9,1520.08%196,058CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$9,1450.08%285,872CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$9,1250.08%72,599CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$9,1150.08%70,986CommonSOLE
04626A103ALABASTERA LABS INC$9,0990.08%100,632CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$9,0640.08%50,000PUTSOLE
031100100AMEAMETEK INC$9,0500.08%50,010CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$9,0360.08%38,873CommonSOLE
46284V101IRMIRON MTN INC DEL$9,0310.08%88,047CommonSOLE
45687V106IRINGERSOLL RAND INC$9,0310.08%108,568CommonSOLE
59156R108METMETLIFE INC$8,9630.08%111,456CommonSOLE
126650100CVSCVS HEALTH CORP$8,9210.08%129,332CommonSOLE
62482R10707WAMR COOPER GROUP INC$8,9150.08%59,700CALLSOLE
23918K108DVADAVITA INC$8,9080.08%62,537CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8,8950.08%52,735CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$8,8860.08%246,638CommonSOLE
036752103ELVELEVANCE HEALTH INC$8,7280.08%22,440CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$8,5860.08%810,000CALLSOLE
008492100ADCAGREE RLTY CORP$8,5760.08%117,379CommonSOLE
G7490F101RTACRENATUS TACTICAL ACQUIS$8,5550.08%725,000CommonSOLE
77311W101RKTROCKET COS INC$8,5110.07%600,600CALLSOLE
013091103ACIALBERTSONS COS INC$8,5090.07%395,563CommonSOLE
77311W101RKTROCKET COS INC$8,4990.07%599,800PUTSOLE
617700109MORNMORNINGSTAR INC$8,4970.07%27,066CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$8,4760.07%147,666CommonSOLE
770700102HOODROBINHOOD MKTS INC$8,4250.07%90,000PUTSOLE
150870103CECELANESE CORP DEL$8,4190.07%152,158CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$8,4160.07%220,326CommonSOLE
G87110105FTITECHNIPFMC PLC$8,3920.07%243,666CommonSOLE
552848103MTGMGIC INVT CORP WIS$8,3760.07%300,867CommonSOLE
13321L108CCJCAMECO CORP$8,3270.07%112,175CommonSOLE
880779103TEXTEREX CORP NEW$8,3110.07%178,001CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$8,2710.07%156,707CommonSOLE
751212101RLRALPH LAUREN CORP$8,2340.07%30,019CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$8,2290.07%190,567CommonSOLE
679295105OKTAOKTA INC$8,2000.07%82,029CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8,1490.07%16,776CommonSOLE
02209S103MOALTRIA GROUP INC$8,1310.07%138,686CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$8,1200.07%477,918CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8,1030.07%19,985CommonSOLE
983134107WYNNWYNN RESORTS LTD$8,0890.07%86,358CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$8,0750.07%443,425CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$8,0430.07%164,117CommonSOLE
336433107FSLRFIRST SOLAR INC$7,9630.07%48,104CommonSOLE
254687106DISDISNEY WALT CO$7,9330.07%63,968CommonSOLE
184496107CLHCLEAN HARBORS INC$7,9260.07%34,287CommonSOLE
M6191J100FROGJFROG LTD$7,9170.07%180,421CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$7,8880.07%59,858CommonSOLE
N14506104ESTCELASTIC N V$7,8600.07%93,205CommonSOLE
74967X103RHRH$7,8550.07%41,557CommonSOLE
422806109HEIHEICO CORP NEW$7,8150.07%23,825CommonSOLE
171779309CIENCIENA CORP$7,7970.07%95,865CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$7,7790.07%417,308CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7,7560.07%76,835CommonSOLE
136385101CNQCANADIAN NAT RES LTD$7,7210.07%245,900CommonSOLE
714046109RVTYREVVITY INC$7,7000.07%79,614CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7,5890.07%212,631CommonSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$7,5050.07%238,493CommonSOLE
67059N108NTNXNUTANIX INC$7,4920.07%98,011CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$7,4840.07%406,986CommonSOLE
896239100TRMBTRIMBLE INC$7,3830.06%97,171CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$7,2900.06%211,985CommonSOLE
760759100RSGREPUBLIC SVCS INC$7,2840.06%29,538CommonSOLE
637417106NNNNNN REIT INC$7,2730.06%168,431CommonSOLE
64110W102NTESNETEASE INC$7,2020.06%53,511CommonSOLE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$7,1400.06%600,000CommonSOLE
36251C103GMS1EURGMS INC$7,1020.06%65,300PUTSOLE
127203107WHDCACTUS INC$7,1010.06%162,423CommonSOLE
060505104BACBANK AMERICA CORP$7,0850.06%149,716CommonSOLE
227046109CROXCROCS INC$7,0270.06%69,377CommonSOLE
770323103RHIROBERT HALF INC.$6,9860.06%170,193CommonSOLE
36251C103GMS1EURGMS INC$6,9820.06%64,200CALLSOLE
090043100BILLBILL HOLDINGS INC$6,9750.06%150,782CommonSOLE
219350105GLWCORNING INC$6,9550.06%132,257CommonSOLE
960413102WLKWESTLAKE CORPORATION$6,8780.06%90,578CommonSOLE
89400J107TRUTRANSUNION$6,8710.06%78,084CommonSOLE
624756102MLIMUELLER INDS INC$6,8080.06%85,668CommonSOLE
87901J105TGNATEGNA INC$6,7970.06%405,520CommonSOLE
172755100CRUSCIRRUS LOGIC INC$6,7890.06%65,115CommonSOLE
018802108LNTALLIANT ENERGY CORP$6,7870.06%112,245CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$6,7780.06%154,785CommonSOLE
23345M107DTMDT MIDSTREAM INC$6,7630.06%61,534CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$6,7320.06%120,086CommonSOLE
053774105CARAVIS BUDGET GROUP$6,7280.06%40,000PUTSOLE
74164M108PRIPRIMERICA INC$6,7220.06%24,564CommonSOLE
83570H108SONOSONOS INC$6,6820.06%618,097CommonSOLE
464286400EWZISHARES INC$6,6670.06%231,000CALLSOLE
969904101WSMWILLIAMS SONOMA INC$6,6440.06%40,670CommonSOLE
68235P108OGSONE GAS INC$6,6240.06%92,183CommonSOLE
749607107RLIRLI CORP$6,6200.06%91,669CommonSOLE
550021109LULULULULEMON ATHLETICA INC$6,5940.06%27,754CommonSOLE
109696104BCOBRINKS CO$6,5930.06%73,836CommonSOLE
90364P105PATHUIPATH INC$6,5800.06%514,085CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$6,5770.06%430,702CommonSOLE
675232102OIIOCEANEERING INTL INC$6,5750.06%317,344CommonSOLE
60937P106MDBMONGODB INC$6,5610.06%31,244CommonSOLE
231021106CMICUMMINS INC$6,5470.06%19,991CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6,5440.06%22,572CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$6,5390.06%184,207CommonSOLE
651639106NEMNEWMONT CORP$6,5020.06%111,609CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6,4770.06%50,599CommonSOLE
N20944109CNHCNH INDL N V$6,4730.06%499,483CommonSOLE
26701L100BROSDUTCH BROS INC$6,4680.06%94,606CommonSOLE
95040Q104WELLWELLTOWER INC$6,4590.06%42,018CommonSOLE
053611109AVYAVERY DENNISON CORP$6,4460.06%36,736CommonSOLE
52110M109LAZLAZARD INC$6,4440.06%134,299CommonSOLE
835495102SONSONOCO PRODS CO$6,4330.06%147,687CommonSOLE
29358P101ENSGENSIGN GROUP INC$6,4070.06%41,531CommonSOLE
29476L107EQREQUITY RESIDENTIAL$6,3600.06%94,230CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$6,3590.06%208,977CommonSOLE
G7257A113PCAPUPROCAP ACQUISITION CORP$6,3380.06%591,241CommonSOLE
G3265R107APTVAPTIV PLC$6,3360.06%92,880CommonSOLE
537008104LFUSLITTELFUSE INC$6,2700.05%27,654CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$6,2650.05%49,374CommonSOLE
441593100HLIHOULIHAN LOKEY INC$6,2570.05%34,770CommonSOLE
00508Y102AYIACUITY INC$6,2510.05%20,954CommonSOLE
12504L109CBRECBRE GROUP INC$6,2470.05%44,583CommonSOLE
81211K100SDASEALED AIR CORP NEW$6,2470.05%201,321CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$6,2380.05%212,173CommonSOLE
48242W106KBRKBR INC$6,1320.05%127,916CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$6,1100.05%1,797,158CommonSOLE
22822V101CCICROWN CASTLE INC$6,0480.05%58,875CommonSOLE
29357K103ENVAENOVA INTL INC$6,0040.05%53,841CommonSOLE
654902204NOKNOKIA CORP$5,9720.05%1,152,867CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$5,9570.05%17,000CALLSOLE
78464A698KRESPDR SERIES TRUST$5,9390.05%100,000CALLSOLE
36162J106GEOGEO GROUP INC NEW$5,9190.05%247,160CommonSOLE
46982L108JJACOBS SOLUTIONS INC$5,9140.05%44,993CommonSOLE
61945C103MOSMOSAIC CO NEW$5,9140.05%162,109CommonSOLE
200340107CMACOMERICA INC$5,9050.05%98,990CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$5,9010.05%40,000PUTSOLE
63845R107EYENATIONAL VISION HLDGS INC$5,8940.05%256,141CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$5,8940.05%131,541CommonSOLE
26969P108EXPEAGLE MATLS INC$5,8600.05%28,993CommonSOLE
09227Q100BLKBBLACKBAUD INC$5,8470.05%91,061CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$5,8390.05%170,391CommonSOLE
831865209AOSSMITH A O CORP$5,8370.05%89,020CommonSOLE
87612E106TGTTARGET CORP$5,8300.05%59,102CommonSOLE
77543R102ROKUROKU INC$5,8170.05%66,182CommonSOLE
71880K101PHINPHINIA INC$5,8100.05%130,599CommonSOLE
78463V107GLDSPDR GOLD TR$5,7730.05%18,940CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$5,7450.05%35,369CommonSOLE
62955J103NOVNOV INC$5,7440.05%462,085CommonSOLE
88162G103TTEKTETRA TECH INC NEW$5,7210.05%159,102CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$5,6980.05%18,492CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$5,6520.05%54,445CommonSOLE
59151K108MEOHMETHANEX CORP$5,6310.05%170,118CommonSOLE
000899104ADMAADMA BIOLOGICS INC$5,6270.05%309,021CommonSOLE
55354G100MSCIMSCI INC$5,5830.05%9,680CommonSOLE
453204109PIIMPINJ INC$5,5640.05%50,091CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$5,5550.05%293,152CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$5,5330.05%100,000CALLSOLE
87165B103SYFSYNCHRONY FINANCIAL$5,5270.05%82,819CommonSOLE
50212V100LPLALPL FINL HLDGS INC$5,5080.05%14,690CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$5,5020.05%112,969CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$5,4970.05%55,327CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$5,4870.05%50,882CommonSOLE
512807306LRCXLAM RESEARCH CORP$5,4630.05%56,124CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5,4470.05%37,740CommonSOLE
29414B104EPAMEPAM SYS INC$5,4230.05%30,669CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5,4050.05%23,176CommonSOLE
736508847PORPORTLAND GEN ELEC CO$5,3510.05%131,711CommonSOLE
008073108AVAVAEROVIRONMENT INC$5,3420.05%18,748CommonSOLE
302520101FNBF N B CORP$5,3230.05%365,074CommonSOLE
428103105HESMHESS MIDSTREAM LP$5,3150.05%138,004CommonSOLE
69318G106PBFPBF ENERGY INC$5,2950.05%244,333CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$5,2870.05%62,416CommonSOLE
57142B104MQMARQETA INC$5,2450.05%899,738CommonSOLE
85209W109SPTSPROUT SOCIAL INC$5,2090.05%249,101CommonSOLE
N5749R1002GHMERUS N V$5,1830.05%98,529CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$5,1100.04%32,388CommonSOLE
224408104CRCRANE COMPANY$5,0900.04%26,807CommonSOLE
37045V100GMGENERAL MTRS CO$5,0720.04%103,067CommonSOLE
78463V107GLDSPDR GOLD TR$5,0300.04%16,500PUTSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$5,0040.04%119,717CommonSOLE
88339J105TTDTHE TRADE DESK INC$4,9890.04%69,308CommonSOLE
750236101RDNRADIAN GROUP INC$4,9750.04%138,123CommonSOLE
143658300CCL1EURCARNIVAL CORP$4,9280.04%175,249CommonSOLE
68268W103OMFONEMAIN HLDGS INC$4,9260.04%86,420CommonSOLE
87043Q108SGSWEETGREEN INC$4,8870.04%328,433CommonSOLE
93148P102WDWALKER & DUNLOP INC$4,8820.04%69,271CommonSOLE
92338C103VLTOVERALTO CORP$4,8730.04%48,274CommonSOLE
68622V106OGNORGANON & CO$4,8640.04%502,457CommonSOLE
580135101MCDMCDONALDS CORP$4,8570.04%16,624CommonSOLE
115236101BROBROWN & BROWN INC$4,8550.04%43,786CommonSOLE
04621X108AIZASSURANT INC$4,8110.04%24,363CommonSOLE
062540109BOHBANK HAWAII CORP$4,7870.04%70,883CommonSOLE
45768S105IOSPINNOSPEC INC$4,7770.04%56,808CommonSOLE
902973304USBUS BANCORP DEL$4,7580.04%105,140CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$4,7570.04%20,559CommonSOLE
92337F107VCYTVERACYTE INC$4,7560.04%175,959CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4,7510.04%20,232CommonSOLE
860630102SFSTIFEL FINL CORP$4,7270.04%45,549CommonSOLE
42809H107HESHESS CORP$4,7190.04%34,064CommonSOLE
16359R103CHECHEMED CORP NEW$4,7140.04%9,681CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4,7030.04%36,479CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$4,6990.04%100,000CALLSOLE
30226D106EXTREXTREME NETWORKS$4,6600.04%259,610CommonSOLE
968223206WLYWILEY JOHN & SONS INC$4,6600.04%104,410CommonSOLE
412822108HOGHARLEY DAVIDSON INC$4,6460.04%196,845CommonSOLE
G01767105ALKSALKERMES PLC$4,6170.04%161,386CommonSOLE
G8473T100STESTERIS PLC$4,6050.04%19,172CommonSOLE
311900104FASTFASTENAL CO$4,5850.04%109,165CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$4,5610.04%404,744CommonSOLE
37637K108GTLBGITLAB INC$4,5440.04%100,722CommonSOLE
63947X101NCNONCINO INC$4,5210.04%161,644CommonSOLE
74982T103RXORXO INC$4,5110.04%286,945CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$4,4770.04%86,055CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$4,4710.04%22,231CommonSOLE
051774107AURAURORA INNOVATION INC$4,4590.04%850,927CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$4,4080.04%100,997CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4,4060.04%48,356CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$4,4050.04%128,830CommonSOLE
22207T101BASECOUCHBASE INC$4,3980.04%180,393CommonSOLE
235825205DANDANA INC$4,3780.04%255,300CALLSOLE
695156109PKGPACKAGING CORP AMER$4,3750.04%23,218CommonSOLE
071813109BAXBAXTER INTL INC$4,3610.04%144,016CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$4,3020.04%531,781CommonSOLE
92847W103VITLVITAL FARMS INC$4,2970.04%111,561CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$4,2840.04%144,644CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$4,2710.04%26,566CommonSOLE
36251C103GMS1EURGMS INC$4,2690.04%39,251CommonSOLE
92047W101VVVVALVOLINE INC$4,2610.04%112,522CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$4,2590.04%529,022CommonSOLE
83601L102SHCSOTERA HEALTH CO$4,2450.04%381,772CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$4,2450.04%467,011CommonSOLE
12618T105CRAICRA INTL INC$4,2270.04%22,560CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$4,2130.04%339,216CommonSOLE
65249B109NWSANEWS CORP NEW$4,2080.04%141,598CommonSOLE
278768106SATSECHOSTAR CORP$4,1860.04%150,200PUTSOLE
78442P106SLMSLM CORP$4,1540.04%126,679CommonSOLE
267475101DYDYCOM INDS INC$4,1530.04%16,992CommonSOLE
G3223R108EGEVEREST GROUP LTD$4,1300.04%12,152CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$4,1250.04%7,281CommonSOLE
191098102COKECOCA COLA CONS INC$4,1150.04%36,857CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$4,0760.04%81,015CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$4,0660.04%125,333CommonSOLE
29250N105ENBENBRIDGE INC$4,0650.04%89,700CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$4,0380.04%101,200PUTSOLE
72147K108PPCPILGRIMS PRIDE CORP$4,0030.04%88,987CommonSOLE
05534B760BCEBCE INC$3,9920.04%180,045CommonSOLE
858927106STELSTELLAR BANCORP INC$3,9840.03%142,379CommonSOLE
233051879ASHRDBX ETF TR$3,9630.03%143,884CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3,9620.03%33,861CommonSOLE
260003108DOVDOVER CORP$3,9560.03%21,590CommonSOLE
291011104EMREMERSON ELEC CO$3,9190.03%29,392CommonSOLE
G5960L103MDTMEDTRONIC PLC$3,9010.03%44,754CommonSOLE
45258J102IMVTIMMUNOVANT INC$3,8670.03%241,694CommonSOLE
124411109BYBYLINE BANCORP INC$3,8630.03%144,527CommonSOLE
29249E109ACTENACT HLDGS INC$3,8540.03%103,746CommonSOLE

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.