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Walleye Capital LLC

Q4 2025 · 13F-HR

Walleye Capital LLCholdings as filed

Filed 2026-02-13 · accession 0001758720-26-000002

$32.60B
Reported value
4,487
Positions
2025-12-31
Period end
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The Brief · Walleye Capital LLC · Q4 2025

AI · grounded in 13F

Walleye Capital LLC established a new position in IVV valued at $4.53B. The fund also accumulated shares in LQD by 1558.89% and BSX by 138.37%. Conversely, the manager trimmed holdings in AVGO by 84.8% and TLT by 81.94%.

Holdings as filed

First 500 of 4487

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.53B13.9%6,616,070CommonSOLE
46090E103QQQINVESCO QQQ TR$2.97B9.12%4,837,500PUTSOLE
023135106AMZNAMAZON COM INC$312.3M0.96%1,352,898CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$305.8M0.94%448,400PUTSOLE
464287242LQDISHARES TR$221.1M0.68%2,006,700CALLSOLE
67066G104NVDANVIDIA CORPORATION$216.6M0.66%1,161,650CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$194.6M0.60%2,041,414CommonSOLE
78463V107GLDSPDR GOLD TR$193.8M0.59%489,000PUTSOLE
594918104MSFTMICROSOFT CORP$175.4M0.54%362,771CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$165.4M0.51%242,524CommonSOLE
30303M102METAMETA PLATFORMS INC$158.9M0.49%240,700PUTSOLE
345370CZ1F 0 03/15/26FORD MTR CO$153.8M0.47%147,699,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$127.0M0.39%224,288CommonSOLE
464287242LQDISHARES TR$117.2M0.36%1,063,900PUTSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$116.7M0.36%75,000,000CommonSOLE
060505104BACBANK AMERICA CORP$116.3M0.36%2,114,486CommonSOLE
30303M102METAMETA PLATFORMS INC$111.8M0.34%169,408CommonSOLE
30303M102METAMETA PLATFORMS INC$108.5M0.33%164,400CALLSOLE
67066G104NVDANVIDIA CORPORATION$106.8M0.33%572,500PUTSOLE
594918104MSFTMICROSOFT CORP$104.4M0.32%215,800PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$96.0M0.29%316,016CommonSOLE
038222105AMATAPPLIED MATLS INC$90.1M0.28%350,580CommonSOLE
009066101ABNBAIRBNB INC$89.0M0.27%656,034CommonSOLE
464288513HYGISHARES TR$88.7M0.27%1,100,000PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$85.8M0.26%147,697CommonSOLE
88160R101TSLATESLA INC$82.5M0.25%183,500PUTSOLE
231021106CMICUMMINS INC$82.5M0.25%161,527CommonSOLE
235851102DHRDANAHER CORPORATION$81.6M0.25%356,263CommonSOLE
464287655IWMISHARES TR$77.0M0.24%312,700PUTSOLE
023135106AMZNAMAZON COM INC$76.9M0.24%333,100PUTSOLE
79466L302CRMSALESFORCE INC$71.6M0.22%270,126CommonSOLE
379577208GMEDGLOBUS MED INC$71.5M0.22%818,856CommonSOLE
759916109RGENREPLIGEN CORP$68.3M0.21%417,110CommonSOLE
58155Q103MCKMCKESSON CORP$67.9M0.21%82,746CommonSOLE
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$66.1M0.20%68,306,000CommonSOLE
267475101DYDYCOM INDS INC$63.7M0.20%188,541CommonSOLE
46090E103QQQINVESCO QQQ TR$63.5M0.19%103,378CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$63.4M0.19%611,905CommonSOLE
580135101MCDMCDONALDS CORP$62.2M0.19%203,445CommonSOLE
595112103MUMICRON TECHNOLOGY INC$62.0M0.19%217,104CommonSOLE
77543R102ROKUROKU INC$61.8M0.19%569,743CommonSOLE
871607107SNPSSYNOPSYS INC$61.6M0.19%131,228CommonSOLE
252131107DXCMDEXCOM INC$61.4M0.19%924,662CommonSOLE
550021109LULULULULEMON ATHLETICA INC$61.3M0.19%295,089CommonSOLE
617446448MSMORGAN STANLEY$60.8M0.19%342,700PUTSOLE
934423104WBDWARNER BROS DISCOVERY INC$60.3M0.19%2,093,800CALLSOLE
889478103TOLTOLL BROTHERS INC$60.1M0.18%444,679CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$58.2M0.18%268,029CommonSOLE
060505104BACBANK AMERICA CORP$57.9M0.18%1,052,600PUTSOLE
G54950103LINLINDE PLC$57.5M0.18%134,936CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$56.1M0.17%1,129,040CommonSOLE
857477103STTSTATE STR CORP$56.0M0.17%433,876CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$55.0M0.17%403,936CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$54.1M0.17%54,088,000CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$54.0M0.17%210,919CommonSOLE
037833100AAPLAPPLE INC$53.8M0.16%197,824CommonSOLE
478160104JNJJOHNSON & JOHNSON$52.9M0.16%255,500PUTSOLE
88160R101TSLATESLA INC$51.8M0.16%115,276CommonSOLE
88160R101TSLATESLA INC$51.5M0.16%114,500CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$51.1M0.16%287,300PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$50.4M0.15%100,300PUTSOLE
781154109RBRKRUBRIK INC.$50.3M0.15%657,305CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$50.1M0.15%251,121CommonSOLE
122017106BURLBURLINGTON STORES INC$49.9M0.15%172,877CommonSOLE
589889104MMSIMERIT MED SYS INC$49.3M0.15%559,811CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$48.9M0.15%343,469CommonSOLE
02005N100ALLYALLY FINL INC$48.8M0.15%1,078,024CommonSOLE
037833100AAPLAPPLE INC$48.5M0.15%178,500PUTSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$48.3M0.15%32,500,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$48.0M0.15%54,636CommonSOLE
02079K305GOOGLALPHABET INC$47.9M0.15%153,100PUTSOLE
80004C200SNDKSANDISK CORP$47.3M0.15%199,229CommonSOLE
67066G104NVDANVIDIA CORPORATION$46.8M0.14%251,200CALLSOLE
464287655IWMISHARES TR$46.7M0.14%189,819CommonSOLE
79466L302CRMSALESFORCE INC$46.5M0.14%175,500PUTSOLE
466313103JBLJABIL INC$45.7M0.14%200,572CommonSOLE
G5960L103MDTMEDTRONIC PLC$45.0M0.14%468,790CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$45.0M0.14%148,100PUTSOLE
75513E101RTXRTX CORPORATION$44.7M0.14%243,646CommonSOLE
464287432TLTISHARES TR$43.5M0.13%499,600CALLSOLE
35137L105FOXAFOX CORP$43.5M0.13%594,962CommonSOLE
576323109MTZMASTEC INC$43.4M0.13%199,496CommonSOLE
82509L107SHOPSHOPIFY INC$43.1M0.13%267,688CommonSOLE
866082AA8INN 1.5 02/15/26SUMMIT HOTEL PPTYS$42.8M0.13%42,879,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$42.6M0.13%129,119CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$42.2M0.13%2,755,329CommonSOLE
G5960L103MDTMEDTRONIC PLC$42.2M0.13%439,300CALLSOLE
097023105BABOEING CO$42.1M0.13%193,942CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$41.8M0.13%83,100CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$41.6M0.13%283,900PUTSOLE
G51502105JCIJOHNSON CTLS INTL PLC$41.6M0.13%347,482CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$41.5M0.13%40,000,000CommonSOLE
00287Y109ABBVABBVIE INC$41.4M0.13%181,000CALLSOLE
67000B203NOVT 6.5 11/01/28NOVANTA INC$40.9M0.13%750,000CommonSOLE
046353108AZNNASTRAZENECA PLC$40.0M0.12%435,395CommonSOLE
G5509L101LIVNLIVANOVA PLC$40.0M0.12%649,720CommonSOLE
023135106AMZNAMAZON COM INC$39.6M0.12%171,600CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$39.2M0.12%67,500PUTSOLE
00287Y109ABBVABBVIE INC$39.0M0.12%170,741CommonSOLE
879369106TFXTELEFLEX INCORPORATED$39.0M0.12%319,168CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$38.9M0.12%475,728CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38.8M0.12%181,400PUTSOLE
532457108LLYELI LILLY & CO$38.8M0.12%36,141CommonSOLE
461202103INTUINTUIT$38.7M0.12%58,427CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$38.5M0.12%351,020CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$38.3M0.12%159,849CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$38.3M0.12%342,418CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$38.3M0.12%109,183CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38.2M0.12%178,500CALLSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$37.0M0.11%134,453CommonSOLE
478160104JNJJOHNSON & JOHNSON$36.8M0.11%178,000CALLSOLE
745867101PHMPULTE GROUP INC$36.8M0.11%313,910CommonSOLE
166764100CVXCHEVRON CORP NEW$36.7M0.11%240,700PUTSOLE
58933Y105MRKMERCK & CO INC$35.8M0.11%340,400PUTSOLE
77311W101RKTROCKET COS INC$35.8M0.11%1,850,207CommonSOLE
565788AH9MARA 0 06/01/31MARA HOLDINGS INC$35.8M0.11%42,720,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$35.7M0.11%259,000PUTSOLE
G0750C108AXTAAXALTA COATING SYS LTD$35.4M0.11%1,094,425CommonSOLE
45245E109IMAXIMAX CORP$34.9M0.11%944,122CommonSOLE
98954M200ZZILLOW GROUP INC$34.8M0.11%510,625CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$34.6M0.11%28,000,000CommonSOLE
670100205NVONOVO-NORDISK A S$34.3M0.11%673,500PUTSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$34.1M0.10%633,537CommonSOLE
166764100CVXCHEVRON CORP NEW$33.9M0.10%222,704CommonSOLE
11135F101AVGOBROADCOM INC$33.5M0.10%96,900PUTSOLE
92189F106GDXVANECK ETF TRUST$33.2M0.10%386,800PUTSOLE
02081G201ATECALPHATEC HLDGS INC$32.9M0.10%1,561,347CommonSOLE
742718109PGPROCTER AND GAMBLE CO$32.8M0.10%229,100CALLSOLE
742718109PGPROCTER AND GAMBLE CO$32.8M0.10%228,600PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$32.7M0.10%329,200PUTSOLE
66987V109NVSNOVARTIS AG$32.5M0.10%235,500PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$32.4M0.10%36,900PUTSOLE
00724F101ADBEADOBE INC$32.3M0.10%92,400PUTSOLE
718172109PMPHILIP MORRIS INTL INC$32.3M0.10%201,535CommonSOLE
29977A105EVREVERCORE INC$32.2M0.10%94,506CommonSOLE
G7997W102SDRLSEADRILL LTD$32.1M0.10%929,092CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$31.8M0.10%36,930CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$31.8M0.10%22,827CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$31.8M0.10%9,500,000CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$31.5M0.10%2,368,545CommonSOLE
59001A102MTHMERITAGE HOMES CORP$31.3M0.10%475,999CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$31.3M0.10%36,300PUTSOLE
149123101CATCATERPILLAR INC$31.2M0.10%54,535CommonSOLE
02079K305GOOGLALPHABET INC$31.1M0.10%99,476CommonSOLE
775711104ROLROLLINS INC$30.9M0.09%514,923CommonSOLE
931142103WMTWALMART INC$30.8M0.09%276,100PUTSOLE
573284106MLMMARTIN MARIETTA MATLS INC$30.7M0.09%49,228CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$30.6M0.09%53,600PUTSOLE
57060D108MKTXMARKETAXESS HLDGS INC$30.6M0.09%168,688CommonSOLE
02079K107GOOGALPHABET INC$30.5M0.09%97,100PUTSOLE
17275R102CSCOCISCO SYS INC$30.4M0.09%394,300CALLSOLE
82509L107SHOPSHOPIFY INC$30.3M0.09%188,100PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$30.2M0.09%91,600PUTSOLE
934423104WBDWARNER BROS DISCOVERY INC$30.2M0.09%1,047,700PUTSOLE
754730109RJFRAYMOND JAMES FINL INC$30.1M0.09%187,337CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$30.1M0.09%93,300CALLSOLE
G6700G107NVTNVENT ELECTRIC PLC$29.9M0.09%293,535CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$29.9M0.09%115,633CommonSOLE
64110L106NFLXNETFLIX INC$29.8M0.09%317,859CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$29.8M0.09%864,812CommonSOLE
565394103CARTMAPLEBEAR INC$29.6M0.09%657,733CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$29.6M0.09%51,000PUTSOLE
09290D101BLKBLACKROCK INC$29.5M0.09%27,518CommonSOLE
74935Q107RBARB GLOBAL INC$29.4M0.09%285,878CommonSOLE
375558103GILDGILEAD SCIENCES INC$29.4M0.09%239,500PUTSOLE
G1151C101ACNACCENTURE PLC IRELAND$29.4M0.09%109,500PUTSOLE
30231G102XOMEXXON MOBIL CORP$29.3M0.09%243,700PUTSOLE
369604301GEGE AEROSPACE$29.3M0.09%95,100CALLSOLE
949746101WMT2WELLS FARGO CO NEW$29.1M0.09%312,700PUTSOLE
69007J304OUTOUTFRONT MEDIA INC$29.0M0.09%1,203,612CommonSOLE
911363109URIUNITED RENTALS INC$29.0M0.09%35,822CommonSOLE
025816109AXPAMERICAN EXPRESS CO$28.9M0.09%78,200PUTSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$28.9M0.09%304,156CommonSOLE
02079K305GOOGLALPHABET INC$28.9M0.09%92,200CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$28.8M0.09%89,300PUTSOLE
G0403H108AONAON PLC$28.6M0.09%81,153CommonSOLE
891160509TDTORONTO DOMINION BK ONT$28.6M0.09%303,500PUTSOLE
860630102SFSTIFEL FINL CORP$28.6M0.09%228,302CommonSOLE
040413205ANETARISTA NETWORKS INC$28.1M0.09%214,605CommonSOLE
872590104TMUST-MOBILE US INC$28.0M0.09%137,900PUTSOLE
988498101YUMYUM BRANDS INC$27.7M0.09%183,212CommonSOLE
02209S103MOALTRIA GROUP INC$27.5M0.08%477,200CALLSOLE
855244109SBUXSTARBUCKS CORP$27.5M0.08%326,044CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$27.4M0.08%35,500CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$27.4M0.08%1,577,394CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$27.4M0.08%275,765CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.3M0.08%54,351CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$27.2M0.08%30,997CommonSOLE
254687106DISDISNEY WALT CO$27.2M0.08%239,200PUTSOLE
595112103MUMICRON TECHNOLOGY INC$27.1M0.08%95,100PUTSOLE
194014502ENOVENOVIS CORPORATION$27.0M0.08%1,015,356CommonSOLE
046353108AZNNASTRAZENECA PLC$27.0M0.08%293,700PUTSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$27.0M0.08%93,947CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$26.9M0.08%26,104,000CommonSOLE
713448108PEPPEPSICO INC$26.9M0.08%187,500PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$26.7M0.08%326,900PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$26.6M0.08%523,264CommonSOLE
30231G102XOMEXXON MOBIL CORP$26.5M0.08%220,100CALLSOLE
855244109SBUXSTARBUCKS CORP$26.5M0.08%314,200PUTSOLE
032095101APHAMPHENOL CORP NEW$26.3M0.08%194,791CommonSOLE
147528103CASYCASEYS GEN STORES INC$26.2M0.08%47,422CommonSOLE
443510607HUBBHUBBELL INC$26.1M0.08%58,796CommonSOLE
40131M109GHGUARDANT HEALTH INC$26.0M0.08%254,302CommonSOLE
337738108FISVFISERV INC$26.0M0.08%386,519CommonSOLE
H5919C104ONONON HLDG AG$25.9M0.08%556,183CommonSOLE
14316J108CGCARLYLE GROUP INC$25.7M0.08%434,290CommonSOLE
482480100KLACKLA CORP$25.6M0.08%21,102CommonSOLE
654106103NKENIKE INC$25.5M0.08%401,000PUTSOLE
47215P106JDJD.COM INC$25.5M0.08%889,700PUTSOLE
H01301128ALCALCON AG$25.5M0.08%323,339CommonSOLE
670100205NVONOVO-NORDISK A S$25.5M0.08%500,644CommonSOLE
126408103CSXCSX CORP$25.5M0.08%702,542CommonSOLE
19247G107COHRCOHERENT CORP$25.4M0.08%137,820CommonSOLE
880770102TERTERADYNE INC$25.4M0.08%131,074CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$25.4M0.08%1,465,873CommonSOLE
443573100HUBSHUBSPOT INC$25.3M0.08%63,073CommonSOLE
437076102HDHOME DEPOT INC$25.3M0.08%73,400PUTSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$25.2M0.08%1,777,071CommonSOLE
15135B101CNCCENTENE CORP DEL$25.2M0.08%611,746CommonSOLE
531229AP7SIRI 3.75 03/15/28LIBERTY MEDIA CORP DEL$25.2M0.08%25,000,000CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$25.1M0.08%90,100PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$25.0M0.08%954,700PUTSOLE
75513E101RTXRTX CORPORATION$24.9M0.08%135,900CALLSOLE
361448103GATXGATX CORP$24.8M0.08%146,062CommonSOLE
G3198U102ESNTESSENT GROUP LTD$24.7M0.08%379,267CommonSOLE
291011104EMREMERSON ELEC CO$24.5M0.08%184,671CommonSOLE
G4705A100ICLRICON PLC$24.5M0.08%134,281CommonSOLE
56585A102MPCMARATHON PETE CORP$24.4M0.07%150,116CommonSOLE
88033G407THCTENET HEALTHCARE CORP$24.4M0.07%122,689CommonSOLE
89055F103BLDTOPBUILD CORP$24.3M0.07%58,262CommonSOLE
037833100AAPLAPPLE INC$24.2M0.07%88,900CALLSOLE
097023105BABOEING CO$24.1M0.07%110,800PUTSOLE
433313103HNGEHINGE HEALTH INC$24.0M0.07%516,576CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$23.7M0.07%439,300PUTSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$23.7M0.07%116,547CommonSOLE
31428X106FDXFEDEX CORP$23.6M0.07%81,854CommonSOLE
002824100ABTABBOTT LABS$23.5M0.07%187,266CommonSOLE
049468101TEAMATLASSIAN CORPORATION$23.4M0.07%144,389CommonSOLE
631103108NDAQNASDAQ INC$23.4M0.07%240,674CommonSOLE
04040Y109ARISARIS MNG CORP$23.3M0.07%1,437,193CommonSOLE
92826C839VVISA INC$23.3M0.07%66,500PUTSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$23.3M0.07%272,871CommonSOLE
550021109LULULULULEMON ATHLETICA INC$23.3M0.07%111,900PUTSOLE
882508104TXNTEXAS INSTRS INC$23.1M0.07%133,400CALLSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$23.1M0.07%66,000PUTSOLE
001055102AFLAFLAC INC$23.1M0.07%209,515CommonSOLE
172967424CCITIGROUP INC$23.1M0.07%197,600PUTSOLE
594918104MSFTMICROSOFT CORP$23.0M0.07%47,600CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$23.0M0.07%49,100PUTSOLE
N07059210ASMLASML HOLDING N V$23.0M0.07%21,500PUTSOLE
512807306LRCXLAM RESEARCH CORP$23.0M0.07%134,300PUTSOLE
00287Y109ABBVABBVIE INC$22.9M0.07%100,200PUTSOLE
594972408MSTRSTRATEGY INC$22.8M0.07%150,300PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$22.8M0.07%390,400PUTSOLE
031162100AMGNAMGEN INC$22.8M0.07%69,600CALLSOLE
437076102HDHOME DEPOT INC$22.8M0.07%66,134CommonSOLE
375558103GILDGILEAD SCIENCES INC$22.7M0.07%184,600CALLSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$22.6M0.07%127,596CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$22.6M0.07%926,335CommonSOLE
55354G100MSCIMSCI INC$22.6M0.07%39,338CommonSOLE
74967X103RHRH$22.4M0.07%125,100PUTSOLE
629209305NMIHNMI HLDGS INC$22.3M0.07%546,815CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$22.2M0.07%145,319CommonSOLE
94419L101WWAYFAIR INC$22.2M0.07%220,607CommonSOLE
20030N101CMCSACOMCAST CORP NEW$22.1M0.07%739,139CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$22.1M0.07%38,695CommonSOLE
20825C104COPCONOCOPHILLIPS$22.0M0.07%235,141CommonSOLE
49845K101KVYOKLAVIYO INC$22.0M0.07%677,574CommonSOLE
254687106DISDISNEY WALT CO$22.0M0.07%193,029CommonSOLE
615369105MCOMOODYS CORP$21.8M0.07%42,738CommonSOLE
15101Q207CLSCELESTICA INC$21.8M0.07%73,800PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$21.6M0.07%217,800CALLSOLE
G29183103ETNEATON CORP PLC$21.5M0.07%67,416CommonSOLE
260003108DOVDOVER CORP$21.4M0.07%109,622CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$21.4M0.07%126,200PUTSOLE
056752108BIDUBAIDU INC$21.4M0.07%163,600PUTSOLE
30231G102XOMEXXON MOBIL CORP$21.3M0.07%177,160CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$21.3M0.07%102,100PUTSOLE
00091G104ACVAACV AUCTIONS INC$21.1M0.06%2,634,310CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$21.0M0.06%151,900CALLSOLE
418056107HASHASBRO INC$21.0M0.06%255,532CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$20.9M0.06%44,637CommonSOLE
681919106OMCOMNICOM GROUP INC$20.8M0.06%257,813CommonSOLE
032095101APHAMPHENOL CORP NEW$20.8M0.06%153,600PUTSOLE
902973304USBUS BANCORP DEL$20.7M0.06%387,477CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$20.6M0.06%20,000,000CommonSOLE
64110L106NFLXNETFLIX INC$20.6M0.06%219,400PUTSOLE
92343E102VRSNVERISIGN INC$20.5M0.06%84,236CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$20.5M0.06%209,012CommonSOLE
012653101ALBALBEMARLE CORP$20.3M0.06%143,821CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$20.3M0.06%140,945CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$20.2M0.06%342,678CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$20.2M0.06%204,766CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$20.1M0.06%91,000CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$20.1M0.06%470,600PUTSOLE
172967424CCITIGROUP INC$20.1M0.06%172,000CALLSOLE
441593100HLIHOULIHAN LOKEY INC$20.1M0.06%115,148CommonSOLE
654106103NKENIKE INC$20.0M0.06%314,159CommonSOLE
88579Y101MMM3M CO$20.0M0.06%124,700PUTSOLE
008474108AEMAGNICO EAGLE MINES LTD$20.0M0.06%117,700CALLSOLE
038222105AMATAPPLIED MATLS INC$19.9M0.06%77,400PUTSOLE
670100205NVONOVO-NORDISK A S$19.9M0.06%390,800CALLSOLE
872540109TJXTJX COS INC NEW$19.9M0.06%129,400CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$19.8M0.06%232,520CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$19.7M0.06%112,413CommonSOLE
08659B102BBNXBETA BIONICS INC$19.7M0.06%646,539CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$19.7M0.06%115,758CommonSOLE
682189105ONON SEMICONDUCTOR CORP$19.6M0.06%361,628CommonSOLE
718172109PMPHILIP MORRIS INTL INC$19.5M0.06%121,700CALLSOLE
15101Q207CLSCELESTICA INC$19.3M0.06%65,439CommonSOLE
682680103OKEONEOK INC NEW$19.3M0.06%263,000PUTSOLE
58933Y105MRKMERCK & CO INC$19.1M0.06%181,900CALLSOLE
833445109SNOWSNOWFLAKE INC$19.1M0.06%87,000PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.1M0.06%21,700CALLSOLE
55024U109LITELUMENTUM HLDGS INC$19.1M0.06%51,736CommonSOLE
00214Q104ARKKARK ETF TR$19.0M0.06%247,300PUTSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$18.9M0.06%504,889CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$18.8M0.06%221,800PUTSOLE
369604301GEGE AEROSPACE$18.8M0.06%61,100PUTSOLE
88579Y101MMM3M CO$18.8M0.06%117,448CommonSOLE
882508104TXNTEXAS INSTRS INC$18.8M0.06%108,300PUTSOLE
29082A107EMBJEMBRAER S.A.$18.7M0.06%290,827CommonSOLE
767204100RIORIO TINTO PLC$18.7M0.06%233,300PUTSOLE
595112103MUMICRON TECHNOLOGY INC$18.6M0.06%65,100CALLSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$18.5M0.06%3,709,271CommonSOLE
94106L109WMWASTE MGMT INC DEL$18.5M0.06%84,100PUTSOLE
126650100CVSCVS HEALTH CORP$18.4M0.06%232,000PUTSOLE
958102105WDCWESTERN DIGITAL CORP$18.4M0.06%106,800PUTSOLE
031100100AMEAMETEK INC$18.4M0.06%89,596CommonSOLE
872590104TMUST-MOBILE US INC$18.4M0.06%90,500CALLSOLE
722304102PDDPDD HOLDINGS INC$18.3M0.06%161,800CALLSOLE
565788AF3MARA 0 03/01/30MARA HOLDINGS INC$18.3M0.06%23,145,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$18.2M0.06%31,900CALLSOLE
G25508105CRHCRH PLC$18.2M0.06%145,900CALLSOLE
62914V106NIONIO INC$18.2M0.06%3,567,900PUTSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$18.1M0.06%18,000,000CommonSOLE
256746108DLTRDOLLAR TREE INC$18.0M0.06%146,645CommonSOLE
58733R102MELIMERCADOLIBRE INC$18.0M0.06%8,939CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18.0M0.06%101,000CALLSOLE
617446448MSMORGAN STANLEY$17.9M0.05%100,890CommonSOLE
191216100KOCOCA COLA CO$17.9M0.05%255,743CommonSOLE
00724F101ADBEADOBE INC$17.8M0.05%51,000CALLSOLE
872590104TMUST-MOBILE US INC$17.8M0.05%87,819CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$17.8M0.05%546,800PUTSOLE
002824100ABTABBOTT LABS$17.7M0.05%141,400PUTSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$17.7M0.05%64,081CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$17.7M0.05%17,471,000CommonSOLE
713448108PEPPEPSICO INC$17.7M0.05%123,000CALLSOLE
00217D100ASTSAST SPACEMOBILE INC$17.5M0.05%241,400PUTSOLE
66987V109NVSNOVARTIS AG$17.5M0.05%126,900CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$17.4M0.05%94,600PUTSOLE
695156109PKGPACKAGING CORP AMER$17.4M0.05%84,356CommonSOLE
68389X105ORCLORACLE CORP$17.4M0.05%89,100CALLSOLE
032095101APHAMPHENOL CORP NEW$17.4M0.05%128,400CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$17.3M0.05%321,500CALLSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$17.3M0.05%170,714CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$17.3M0.05%119,900PUTSOLE
81762P102NOWSERVICENOW INC$17.2M0.05%112,300PUTSOLE
002824100ABTABBOTT LABS$17.2M0.05%137,200CALLSOLE
722304102PDDPDD HOLDINGS INC$17.2M0.05%151,400PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$17.2M0.05%417,400PUTSOLE
577933104MMSMAXIMUS INC$17.2M0.05%198,739CommonSOLE
833445109SNOWSNOWFLAKE INC$17.2M0.05%78,197CommonSOLE
617446448MSMORGAN STANLEY$17.1M0.05%96,100CALLSOLE
58507V107MDLNMEDLINE INC$17.0M0.05%405,273CommonSOLE
77543R102ROKUROKU INC$16.9M0.05%155,500PUTSOLE
36118L106FUTUFUTU HLDGS LTD$16.9M0.05%102,700PUTSOLE
20825C104COPCONOCOPHILLIPS$16.9M0.05%180,100CALLSOLE
458140100INTCINTEL CORP$16.8M0.05%456,200CALLSOLE
717081103PFEPFIZER INC$16.8M0.05%675,800PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16.8M0.05%94,536CommonSOLE
717081103PFEPFIZER INC$16.8M0.05%674,300CALLSOLE
880779103TEXTEREX CORP NEW$16.8M0.05%314,190CommonSOLE
025816109AXPAMERICAN EXPRESS CO$16.8M0.05%45,300CALLSOLE
682680103OKEONEOK INC NEW$16.8M0.05%227,900CALLSOLE
14149Y108CAHCARDINAL HEALTH INC$16.7M0.05%81,302CommonSOLE
832248207SFDSMITHFIELD FOODS INC$16.6M0.05%744,964CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$16.6M0.05%174,300PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$16.5M0.05%282,487CommonSOLE
37045V100GMGENERAL MTRS CO$16.5M0.05%202,574CommonSOLE
09290D101BLKBLACKROCK INC$16.4M0.05%15,300PUTSOLE
387328107GVAGRANITE CONSTR INC$16.4M0.05%141,749CommonSOLE
87612E106TGTTARGET CORP$16.3M0.05%166,800PUTSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$16.3M0.05%51,708CommonSOLE
458140100INTCINTEL CORP$16.3M0.05%440,600PUTSOLE
48251W104KKRKKR & CO INC$16.2M0.05%127,405CommonSOLE
464287432TLTISHARES TR$16.2M0.05%186,130CommonSOLE
37733W204GSKGSK PLC$16.2M0.05%330,700PUTSOLE
031162100AMGNAMGEN INC$16.2M0.05%49,400PUTSOLE
512807306LRCXLAM RESEARCH CORP$16.1M0.05%94,300CALLSOLE
493267108KEYKEYCORP$16.1M0.05%780,931CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$16.1M0.05%776,892CommonSOLE
191216100KOCOCA COLA CO$16.1M0.05%229,700PUTSOLE
743315103PGRPROGRESSIVE CORP$16.1M0.05%70,500CALLSOLE
91332U101UUNITY SOFTWARE INC$16.1M0.05%363,400PUTSOLE
02079K107GOOGALPHABET INC$16.0M0.05%51,070CommonSOLE
75513E101RTXRTX CORPORATION$15.9M0.05%86,900PUTSOLE
012653101ALBALBEMARLE CORP$15.9M0.05%112,600PUTSOLE
05464C101AXONAXON ENTERPRISE INC$15.9M0.05%28,000PUTSOLE
049468101TEAMATLASSIAN CORPORATION$15.8M0.05%97,600PUTSOLE
60741F104MBLYMOBILEYE GLOBAL INC$15.8M0.05%1,509,176CommonSOLE
852234103XYZBLOCK INC$15.7M0.05%241,100CALLSOLE
68902V107OTISOTIS WORLDWIDE CORP$15.7M0.05%179,268CommonSOLE
97717PAH7WT 3.25 08/15/29WISDOMTREE INC$15.5M0.05%12,910,000CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$15.5M0.05%12,500,000CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$15.5M0.05%60,500CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$15.4M0.05%154,343CommonSOLE
03831W108APPAPPLOVIN CORP$15.4M0.05%22,800PUTSOLE
099406100BOOTBOOT BARN HLDGS INC$15.3M0.05%86,766CommonSOLE
15102K100CELCCELCUITY INC$15.3M0.05%153,289CommonSOLE
79466L302CRMSALESFORCE INC$15.3M0.05%57,700CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$15.2M0.05%50,000CALLSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$15.2M0.05%168,613CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$15.1M0.05%72,372CommonSOLE
580135101MCDMCDONALDS CORP$15.1M0.05%49,400PUTSOLE
191216100KOCOCA COLA CO$15.1M0.05%215,600CALLSOLE
336433107FSLRFIRST SOLAR INC$15.0M0.05%57,600CALLSOLE
09857L108BKNGBOOKING HOLDINGS INC$15.0M0.05%2,800PUTSOLE
48251W104KKRKKR & CO INC$15.0M0.05%117,600PUTSOLE
G1151C101ACNACCENTURE PLC IRELAND$14.9M0.05%55,600CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$14.9M0.05%366,100CALLSOLE
94106L109WMWASTE MGMT INC DEL$14.8M0.05%67,500CALLSOLE
654106103NKENIKE INC$14.8M0.05%231,600CALLSOLE
H42097107UBSUBS GROUP AG$14.6M0.04%316,100PUTSOLE
80004C200SNDKSANDISK CORP$14.6M0.04%61,400PUTSOLE
770700102HOODROBINHOOD MKTS INC$14.5M0.04%128,100CALLSOLE
882508104TXNTEXAS INSTRS INC$14.5M0.04%83,432CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$14.5M0.04%29,900PUTSOLE
494368103KMBKIMBERLY-CLARK CORP$14.4M0.04%143,000PUTSOLE
097023105BABOEING CO$14.3M0.04%66,000CALLSOLE
126650100CVSCVS HEALTH CORP$14.3M0.04%180,200CALLSOLE
013872106AAALCOA CORP$14.3M0.04%269,000PUTSOLE
81369Y704XLISELECT SECTOR SPDR TR$14.3M0.04%92,067CommonSOLE
370334104GISGENERAL MLS INC$14.3M0.04%307,100PUTSOLE
370334104GISGENERAL MLS INC$14.2M0.04%306,200CALLSOLE
704326107PAYXPAYCHEX INC$14.2M0.04%126,800PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.2M0.04%48,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$14.2M0.04%43,000CALLSOLE
767204100RIORIO TINTO PLC$14.1M0.04%176,400CALLSOLE
219350105GLWCORNING INC$14.1M0.04%161,200CALLSOLE
20030N101CMCSACOMCAST CORP NEW$14.1M0.04%472,000PUTSOLE
75524B104RBCRBC BEARINGS INC$14.1M0.04%31,449CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$14.1M0.04%1,003,648CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$14.1M0.04%241,200CALLSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$14.1M0.04%13,500,000CommonSOLE
90138F102TWLOTWILIO INC$14.0M0.04%98,607CommonSOLE
060505104BACBANK AMERICA CORP$14.0M0.04%254,700CALLSOLE
26603R106DUOLDUOLINGO INC$14.0M0.04%79,786CommonSOLE
126650100CVSCVS HEALTH CORP$14.0M0.04%176,393CommonSOLE
040413205ANETARISTA NETWORKS INC$14.0M0.04%106,800PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$14.0M0.04%378,000PUTSOLE
714046109RVTYREVVITY INC$13.9M0.04%143,434CommonSOLE
532457108LLYELI LILLY & CO$13.9M0.04%12,900PUTSOLE
632307104NTRANATERA INC$13.8M0.04%60,401CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$13.8M0.04%322,023CommonSOLE
852234103XYZBLOCK INC$13.8M0.04%212,300PUTSOLE
G7S00T104PNRPENTAIR PLC$13.8M0.04%132,683CommonSOLE
285512109EAELECTRONIC ARTS INC$13.8M0.04%67,600CALLSOLE
78409V104SPGIS&P GLOBAL INC$13.8M0.04%26,370CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$13.7M0.04%214,453CommonSOLE
G29183103ETNEATON CORP PLC$13.7M0.04%42,900PUTSOLE
69047Q102OVVOVINTIV INC$13.6M0.04%347,558CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13.6M0.04%73,900CALLSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$13.6M0.04%775,437CommonSOLE
256163106DOCUDOCUSIGN INC$13.6M0.04%198,500PUTSOLE
025816109AXPAMERICAN EXPRESS CO$13.5M0.04%36,565CommonSOLE
00508Y102AYIACUITY INC$13.5M0.04%37,413CommonSOLE
148929102CAVACAVA GROUP INC$13.4M0.04%228,900PUTSOLE
68634K106ORLAORLA MNG LTD NEW$13.4M0.04%997,235CommonSOLE
60937P106MDBMONGODB INC$13.4M0.04%32,000CALLSOLE
651639106NEMNEWMONT CORP$13.3M0.04%133,600PUTSOLE
958102105WDCWESTERN DIGITAL CORP$13.3M0.04%77,200CALLSOLE
773121108RKLBROCKET LAB CORP$13.3M0.04%190,500CALLSOLE
15118V207CELHCELSIUS HLDGS INC$13.3M0.04%290,500PUTSOLE
500754106KHCKRAFT HEINZ CO$13.3M0.04%547,800CALLSOLE
45687V106IRINGERSOLL RAND INC$13.2M0.04%167,083CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$13.2M0.04%671,000PUTSOLE
697900108PAASPAN AMERN SILVER CORP$13.2M0.04%255,200PUTSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$13.2M0.04%222,467CommonSOLE
189054109CLXCLOROX CO DEL$13.2M0.04%131,000CALLSOLE
888787108TOSTTOAST INC$13.2M0.04%371,500PUTSOLE
88339P101REALTHE REALREAL INC$13.1M0.04%833,014CommonSOLE
13321L108CCJCAMECO CORP$13.1M0.04%143,600PUTSOLE
437076102HDHOME DEPOT INC$13.1M0.04%38,000CALLSOLE
949746101WMT2WELLS FARGO CO NEW$13.0M0.04%140,000CALLSOLE
65339F101NEENEXTERA ENERGY INC$13.0M0.04%161,900PUTSOLE
G6683N103NUNU HLDGS LTD$13.0M0.04%774,363CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12.9M0.04%70,259CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$12.9M0.04%110,000CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$12.8M0.04%27,400CALLSOLE
G0260P102ASAMER SPORTS INC$12.8M0.04%343,818CommonSOLE
81730H109SSENTINELONE INC$12.8M0.04%855,737CommonSOLE
02209S103MOALTRIA GROUP INC$12.8M0.04%222,500PUTSOLE
77311W101RKTROCKET COS INC$12.8M0.04%662,500PUTSOLE
747525103QCOMQUALCOMM INC$12.8M0.04%74,898CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$12.8M0.04%90,325CommonSOLE
97717PAD6WT 3.25 06/15/26WISDOMTREE INC$12.8M0.04%11,000,000CommonSOLE
594972408MSTRSTRATEGY INC$12.8M0.04%83,943CommonSOLE
747525103QCOMQUALCOMM INC$12.7M0.04%74,500PUTSOLE
82509L107SHOPSHOPIFY INC$12.7M0.04%79,100CALLSOLE

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.