MondegarAI
Walleye Capital LLC

Q1 2026 · 13F-HR

Walleye Capital LLCholdings as filed

Filed 2026-05-11 · accession 0001758720-26-000003

$24.05B
Reported value
4,318
Positions
2026-03-31
Period end
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The Brief · Walleye Capital LLC · Q1 2026

AI · grounded in 13F

Walleye Capital LLC closed its position in GLD, reducing its holdings by $193.97M. The fund significantly increased its stake in ICE by 1359.18% and grew its position in IBIT by 242.76%. Other notable additions include SPY, which saw a 149.35% increase in shares, while the fund trimmed its holdings in META by 36.96%.

Holdings as filed

First 500 of 4318

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$3.58B14.9%5,477,415CommonSOLE
46090E103QQQINVESCO QQQ TR$1.88B7.82%3,256,000PUTSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.06B4.43%1,636,152CommonSOLE
023135106AMZNAMAZON COM INC$531.6M2.21%2,552,250CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$165.9M0.69%4,317,555CommonSOLE
037833100AAPLAPPLE INC$158.0M0.66%622,500CommonSOLE
30303M102METAMETA PLATFORMS INC$138.9M0.58%242,766CommonSOLE
009066101ABNBAIRBNB INC$135.9M0.57%1,076,102CommonSOLE
67066G104NVDANVIDIA CORPORATION$130.7M0.54%749,480CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$127.9M0.53%92,103,000CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$98.3M0.41%27,500,000CommonSOLE
038222105AMATAPPLIED MATLS INC$94.2M0.39%275,586CommonSOLE
67066G104NVDANVIDIA CORPORATION$94.1M0.39%539,500PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$90.2M0.38%185,965CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$81.9M0.34%74,262,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$79.5M0.33%235,328CommonSOLE
46090E103QQQINVESCO QQQ TR$77.8M0.32%134,730CommonSOLE
060505104BACBANK AMERICA CORP$77.1M0.32%1,580,568CommonSOLE
580135101MCDMCDONALDS CORP$74.2M0.31%238,637CommonSOLE
88160R101TSLATESLA INC$73.7M0.31%198,200PUTSOLE
N07059210ASMLASML HLDG NV$72.7M0.30%55,059CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$69.3M0.29%440,430CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$67.6M0.28%103,900PUTSOLE
446150104HBANHUNTINGTON BANCSHARES INC$66.3M0.28%4,238,232CommonSOLE
594918104MSFTMICROSOFT CORP$65.8M0.27%177,863CommonSOLE
02005N100ALLYALLY FINL INC$63.1M0.26%1,609,715CommonSOLE
482480100KLACKLA CORP$62.2M0.26%42,232CommonSOLE
594918104MSFTMICROSOFT CORP$62.0M0.26%167,500PUTSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$60.7M0.25%58,500,000CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$60.6M0.25%1,974,407CommonSOLE
461202103INTUINTUIT$58.9M0.24%136,235CommonSOLE
G54950103LINLINDE PLC$58.8M0.24%118,639CommonSOLE
29444U700EQIXEQUINIX INC$58.1M0.24%59,262CommonSOLE
30303M102METAMETA PLATFORMS INC$57.7M0.24%100,900CALLSOLE
26622P107DOCSDOXIMITY INC$57.1M0.24%2,452,125CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$54.9M0.23%332,723CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$54.7M0.23%276,958CommonSOLE
88160R101TSLATESLA INC$54.7M0.23%147,108CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$53.8M0.22%137,428CommonSOLE
889478103TOLTOLL BROTHERS INC$53.4M0.22%391,002CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$52.5M0.22%835,952CommonSOLE
80004C200SNDKSANDISK CORP$52.1M0.22%82,003CommonSOLE
58733R102MELIMERCADOLIBRE INC$51.5M0.21%29,772CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$51.4M0.21%311,416CommonSOLE
902973304USBUS BANCORP$51.0M0.21%981,390CommonSOLE
03073E105CORCENCORA INC$51.0M0.21%162,400CommonSOLE
478160104JNJJOHNSON & JOHNSON$50.9M0.21%208,294CommonSOLE
H2906T109GRMNGARMIN LTD$50.8M0.21%219,082CommonSOLE
594972AU5MSTR 0 03/01/30STRATEGY INC$50.8M0.21%58,000,000CommonSOLE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$49.8M0.21%42,500,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$48.5M0.20%148,431CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$48.2M0.20%46,500,000CommonSOLE
55024U109LITELUMENTUM HLDGS INC$48.0M0.20%68,365CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$48.0M0.20%487,496CommonSOLE
464287655IWMISHARES TR$47.6M0.20%192,061CommonSOLE
437076102HDHOME DEPOT INC$45.3M0.19%137,647CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$45.0M0.19%221,140CommonSOLE
126408103CSXCSX CORP$43.8M0.18%1,067,087CommonSOLE
443201108HWMHOWMET AEROSPACE INC$43.8M0.18%189,927CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$42.1M0.17%827,816CommonSOLE
002824100ABTABBOTT LABORATORIES$41.7M0.17%406,461CommonSOLE
876030107TPRTAPESTRY INC$41.5M0.17%294,249CommonSOLE
67000B203NOVT 6.5 11/01/28NOVANTA INC$41.5M0.17%775,000CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$41.1M0.17%41,275CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$40.8M0.17%40,000,000CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$40.6M0.17%250,921CommonSOLE
31428X106FDXFEDEX CORP$38.4M0.16%107,870CommonSOLE
46090E103QQQINVESCO QQQ TR$38.1M0.16%66,000CALLSOLE
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$37.4M0.16%38,306,000CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$37.4M0.16%244,978CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$36.4M0.15%113,285CommonSOLE
369604301GEGE AEROSPACE$35.7M0.15%125,646CommonSOLE
256746108DLTRDOLLAR TREE INC$35.4M0.15%323,036CommonSOLE
443573100HUBSHUBSPOT INC$35.4M0.15%144,843CommonSOLE
880770102TERTERADYNE INC$34.8M0.14%117,415CommonSOLE
631103108NDAQNASDAQ INC$34.6M0.14%407,112CommonSOLE
77543R102ROKUROKU INC$34.3M0.14%362,062CommonSOLE
478160104JNJJOHNSON & JOHNSON$34.2M0.14%140,000CALLSOLE
531229AP7SIRI 3.75 03/15/28LIBERTY MEDIA CORP DEL$33.9M0.14%32,500,000CommonSOLE
81762P102NOWSERVICENOW INC$33.8M0.14%323,003CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$33.7M0.14%312,205CommonSOLE
760759100RSGREPUBLIC SVCS INC$33.6M0.14%153,458CommonSOLE
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$33.2M0.14%33,530,000CommonSOLE
860630102SFSTIFEL FINL CORP$32.8M0.14%444,122CommonSOLE
031100100AMEAMETEK INC$32.7M0.14%152,515CommonSOLE
74935Q107RBARB GLOBAL INC$32.7M0.14%340,935CommonSOLE
701094104PHPARKER-HANNIFIN CORP$32.5M0.14%36,301CommonSOLE
949746101WMT2WELLS FARGO & CO$32.2M0.13%404,341CommonSOLE
10316TAD6BOX 1.5 09/15/29BOX INC$32.2M0.13%35,000,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$32.1M0.13%184,100CALLSOLE
82509L107SHOPSHOPIFY INC$31.6M0.13%266,544CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$31.2M0.13%248,700PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$30.6M0.13%113,214CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$30.3M0.13%31,459,000CommonSOLE
717081103PFEPFIZER INC$30.1M0.13%1,070,486CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$30.0M0.12%1,084,177CommonSOLE
191216100KOCOCA COLA CO$29.6M0.12%388,865CommonSOLE
097023105BABOEING CO$29.4M0.12%147,504CommonSOLE
75524B104RBCRBC BEARINGS INC$29.2M0.12%53,760CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$29.2M0.12%6,927CommonSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$29.0M0.12%24,500,000CommonSOLE
20825C104COPCONOCOPHILLIPS$29.0M0.12%219,400PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$28.8M0.12%57,700PUTSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$28.8M0.12%381,645CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$28.6M0.12%116,813CommonSOLE
887389104TKRTIMKEN CO$28.6M0.12%284,075CommonSOLE
G6700G107NVTNVENT ELEC PLC$28.4M0.12%240,462CommonSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$28.3M0.12%30,000,000CommonSOLE
254687106DISDISNEY WALT CO$28.3M0.12%293,459CommonSOLE
093712107BEBLOOM ENERGY CORP$28.0M0.12%207,010CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$27.8M0.12%472,605CommonSOLE
33829M101FIVEFIVE BELOW INC$27.8M0.12%121,615CommonSOLE
577933104MMSMAXIMUS INC$27.5M0.11%428,618CommonSOLE
032654105ADIANALOG DEVICES INC$27.4M0.11%86,012CommonSOLE
931142103WMTWALMART INC$27.3M0.11%219,400CALLSOLE
166764100CVXCHEVRON CORPORATION$27.2M0.11%131,535CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$27.1M0.11%203,132CommonSOLE
40131M109GHGUARDANT HEALTH INC$27.0M0.11%291,926CommonSOLE
68389X105ORCLORACLE CORP$26.8M0.11%182,480CommonSOLE
10576N102BRZEBRAZE INC$26.6M0.11%1,127,122CommonSOLE
02079K305GOOGLALPHABET INC$26.4M0.11%91,809CommonSOLE
98954M200ZZILLOW GROUP INC$26.3M0.11%636,331CommonSOLE
423452101HPHELMERICH & PAYNE INC$26.0M0.11%720,434CommonSOLE
16679L109CHWYCHEWY INC$25.9M0.11%958,154CommonSOLE
464287655IWMISHARES TR$25.8M0.11%104,000PUTSOLE
872590104TMUST-MOBILE US INC$25.7M0.11%122,289CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$25.6M0.11%105,777CommonSOLE
78463M107SPSCSPS COMM INC$25.5M0.11%457,635CommonSOLE
724078209PIPRPIPER SANDLER COMPANIES$25.4M0.11%331,751CommonSOLE
65339F101NEENEXTERA ENERGY INC$25.4M0.11%273,139CommonSOLE
654106103NKENIKE INC$25.3M0.11%478,912CommonSOLE
65339F655NEE 7.375 02/15/29NEXTERA ENERGY INC$25.2M0.10%500,000CommonSOLE
18452BAC4CLSK 0 06/15/30CLEANSPARK INC$25.2M0.10%26,000,000CommonSOLE
745867101PHMPULTE GROUP INC$25.2M0.10%213,909CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$25.1M0.10%123,600CALLSOLE
74743L100QQNITY ELECTRONICS INC$24.9M0.10%216,147CommonSOLE
75513E101RTXRTX CORPORATION$24.9M0.10%128,922CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$24.5M0.10%28,928CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$24.4M0.10%1,346,310CommonSOLE
30231G102XOMEXXON MOBIL CORP$24.4M0.10%144,000CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$24.4M0.10%50,914CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$24.3M0.10%207,974CommonSOLE
166764100CVXCHEVRON CORPORATION$24.1M0.10%116,600PUTSOLE
369550108GDGENERAL DYNAMICS CORP$24.0M0.10%70,000CommonSOLE
00287Y109ABBVABBVIE INC$23.9M0.10%110,005CommonSOLE
66987V109NVSNOVARTIS AG$23.9M0.10%156,500PUTSOLE
50012A108KGSKODIAK GAS SVCS INC$23.3M0.10%400,284CommonSOLE
79466L302CRMSALESFORCE INC$23.2M0.10%124,400PUTSOLE
92343V104VZVERIZON COMMUNICATIONS INC$23.1M0.10%460,400CALLSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$23.0M0.10%117,636CommonSOLE
02079K107GOOGALPHABET INC$22.9M0.10%79,990CommonSOLE
464288513HYGISHARES TR$22.9M0.10%288,000PUTSOLE
04040Y109ARISARIS MINING CORPORATION$22.8M0.09%1,230,054CommonSOLE
253868103DLRDIGITAL RLTY TR INC$22.7M0.09%125,701CommonSOLE
69047Q102OVVOVINTIV INC$22.6M0.09%381,337CommonSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$22.6M0.09%400,000CommonSOLE
361448103GATXGATX CORP$22.5M0.09%131,764CommonSOLE
171779309CIENCIENA CORP$22.5M0.09%57,835CommonSOLE
92840M102VSTVISTRA CORP$22.4M0.09%149,289CommonSOLE
693718108PCARPACCAR INC$22.2M0.09%192,364CommonSOLE
66987V109NVSNOVARTIS AG$22.1M0.09%144,800CALLSOLE
18915M107NETCLOUDFLARE INC$22.1M0.09%107,007CommonSOLE
871607107SNPSSYNOPSYS INC$22.0M0.09%55,596CommonSOLE
594918104MSFTMICROSOFT CORP$21.8M0.09%59,000CALLSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$21.8M0.09%71,695CommonSOLE
G4705A100ICLRICON PLC$21.8M0.09%196,571CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$21.7M0.09%20,000,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$21.7M0.09%536,787CommonSOLE
375558103GILDGILEAD SCIENCES INC$21.6M0.09%155,300CALLSOLE
79466L302CRMSALESFORCE INC$21.6M0.09%115,834CommonSOLE
478160104JNJJOHNSON & JOHNSON$21.6M0.09%88,300PUTSOLE
30231G102XOMEXXON MOBIL CORP$21.5M0.09%126,912CommonSOLE
01741R102ATIATI INC$21.3M0.09%146,109CommonSOLE
670100205NVONOVO-NORDISK A S$21.3M0.09%578,309CommonSOLE
060505104BACBANK AMERICA CORP$21.2M0.09%434,600CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.2M0.09%43,039CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$21.1M0.09%1,200,078CommonSOLE
88160R101TSLATESLA INC$21.1M0.09%56,800CALLSOLE
375558103GILDGILEAD SCIENCES INC$21.0M0.09%150,967CommonSOLE
58933Y105MRKMERCK & CO INC$21.0M0.09%174,672CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$21.0M0.09%398,097CommonSOLE
59001A102MTHMERITAGE HOMES CORP$20.9M0.09%337,519CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$20.8M0.09%71,800CommonSOLE
466313103JBLJABIL INC$20.8M0.09%78,464CommonSOLE
842587107SOSOUTHERN CO$20.8M0.09%215,732CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$20.8M0.09%20,950,000CommonSOLE
37733W204GSKGSK PLC$20.6M0.09%373,096CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$20.6M0.09%364,246CommonSOLE
15101Q207CLSCELESTICA INC$20.5M0.09%72,648CommonSOLE
403949100DINOHF SINCLAIR CORP$20.5M0.09%327,778CommonSOLE
023135106AMZNAMAZON COM INC$20.4M0.08%98,000CALLSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$20.2M0.08%181,701CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.2M0.08%74,600PUTSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$20.1M0.08%153,678CommonSOLE
16411R208LNGCHENIERE ENERGY INC$20.1M0.08%70,879CommonSOLE
125523100CITHE CIGNA GROUP$20.1M0.08%75,260CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$19.9M0.08%32,995CommonSOLE
267475101DYDYCOM INDS INC$19.8M0.08%58,424CommonSOLE
747525103QCOMQUALCOMM INC$19.7M0.08%153,294CommonSOLE
549498202LCIDLUCID GROUP INC$19.7M0.08%2,063,200PUTSOLE
338307AF8FIVN 1 03/15/29FIVE9 INC$19.5M0.08%22,375,000CommonSOLE
166764100CVXCHEVRON CORPORATION$19.4M0.08%93,800CALLSOLE
040413205ANETARISTA NETWORKS INC$19.3M0.08%157,244CommonSOLE
12572Q105CMECME GROUP INC$19.2M0.08%65,155CommonSOLE
037833100AAPLAPPLE INC$19.1M0.08%75,100CALLSOLE
G6375R107NESRNATIONAL ENERGY SERVICES REU$19.0M0.08%887,068CommonSOLE
576323109MTZMASTEC INC$19.0M0.08%59,182CommonSOLE
629209305NMIHNMI HLDGS INC$19.0M0.08%506,835CommonSOLE
038222105AMATAPPLIED MATLS INC$19.0M0.08%55,600CALLSOLE
532457108LLYELI LILLY & CO$19.0M0.08%20,644CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$18.9M0.08%180,923CommonSOLE
23804L103DDOGDATADOG INC$18.8M0.08%159,545CommonSOLE
05603J108BKVBKV CORP$18.8M0.08%659,074CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$18.8M0.08%22,200PUTSOLE
595112103MUMICRON TECHNOLOGY INC$18.7M0.08%55,325CommonSOLE
770700102HOODROBINHOOD MKTS INC$18.7M0.08%269,299CommonSOLE
042735100ARWARROW ELECTRS INC$18.6M0.08%129,849CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$18.6M0.08%22,000CALLSOLE
929160109VMCVULCAN MATLS CO$18.6M0.08%68,320CommonSOLE
375558103GILDGILEAD SCIENCES INC$18.5M0.08%132,900PUTSOLE
92826C839VVISA INC$18.5M0.08%61,268CommonSOLE
457730109INSPINSPIRE MED SYS INC$18.5M0.08%358,489CommonSOLE
980745103WWDWOODWARD INC$18.4M0.08%51,524CommonSOLE
G87052109TELTE CONNECTIVITY PLC$18.4M0.08%88,147CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$18.3M0.08%93,145CommonSOLE
55306N104MKSIMKS INC.$18.2M0.08%79,188CommonSOLE
G02602103DOXAMDOCS LTD$18.2M0.08%278,174CommonSOLE
36828A101GEVGE VERNOVA INC$18.0M0.08%20,677CommonSOLE
58507V107MDLNMEDLINE INC$18.0M0.08%405,273CommonSOLE
14316J108CGCARLYLE GROUP INC$18.0M0.07%371,955CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$18.0M0.07%104,553CommonSOLE
52567D107LMNDLEMONADE INC$17.8M0.07%283,538CommonSOLE
780259305SHELSHELL PLC$17.6M0.07%188,900CALLSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$17.4M0.07%203,480CommonSOLE
464287739IYRISHARES TR$17.0M0.07%180,000CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$17.0M0.07%228,593CommonSOLE
48251W104KKRKKR & CO INC$17.0M0.07%183,501CommonSOLE
11135F101AVGOBROADCOM INC$16.9M0.07%54,700CALLSOLE
086516101BBYBEST BUY INC$16.9M0.07%263,617CommonSOLE
72352L106PINSPINTEREST INC$16.7M0.07%910,710CommonSOLE
191098102COKECOCA COLA CONS INC$16.7M0.07%86,972CommonSOLE
949746101WMT2WELLS FARGO & CO$16.6M0.07%208,800PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$16.5M0.07%90,641CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$16.5M0.07%87,365CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$16.5M0.07%167,600CALLSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$16.5M0.07%34,000PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$16.4M0.07%32,890CommonSOLE
191216100KOCOCA COLA CO$16.4M0.07%215,600CALLSOLE
20825C104COPCONOCOPHILLIPS$16.2M0.07%123,100CALLSOLE
00287Y109ABBVABBVIE INC$16.2M0.07%74,700CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$16.2M0.07%249,900CALLSOLE
46625H100JPMJPMORGAN CHASE & CO$16.2M0.07%55,200PUTSOLE
98980G102ZSZSCALER INC$16.2M0.07%115,271CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$16.2M0.07%2,352,894CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$16.1M0.07%10,312,697CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC$16.1M0.07%15,700,000CommonSOLE
68389X105ORCLORACLE CORP$15.9M0.07%108,300PUTSOLE
055622104BPBP PLC$15.9M0.07%338,168CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$15.8M0.07%163,400CALLSOLE
670100205NVONOVO-NORDISK A S$15.7M0.07%427,300PUTSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$15.7M0.07%70,621CommonSOLE
94419L101WWAYFAIR INC$15.7M0.07%208,150CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$15.6M0.07%104,248CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$15.6M0.06%256,500CALLSOLE
60770K107MRNAMODERNA INC$15.5M0.06%305,200CALLSOLE
11135F101AVGOBROADCOM INC$15.3M0.06%49,500PUTSOLE
69331C306PCG 6 12/01/27 APG&E CORP$15.1M0.06%350,000CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$15.1M0.06%402,623CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.1M0.06%299,802CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$15.0M0.06%83,172CommonSOLE
37045V100GMGENERAL MTRS CO$15.0M0.06%201,500CALLSOLE
477839AB0JBTM 0.25 05/15/26JBT MAREL CORPORATION$15.0M0.06%15,000,000CommonSOLE
17243V102CNKCINEMARK HLDGS INC$14.8M0.06%518,661CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$14.8M0.06%37,781CommonSOLE
023135106AMZNAMAZON COM INC$14.7M0.06%70,800PUTSOLE
343412102FLRFLUOR CORP$14.7M0.06%315,792CommonSOLE
04010E109AGXARGAN INC$14.7M0.06%26,946CommonSOLE
G0176J109ALLEALLEGION PLC$14.6M0.06%100,662CommonSOLE
219350105GLWCORNING INC$14.6M0.06%107,100PUTSOLE
79466L302CRMSALESFORCE INC$14.5M0.06%77,800CALLSOLE
30231G102XOMEXXON MOBIL CORP$14.5M0.06%85,500PUTSOLE
26875P101EOGEOG RES INC$14.3M0.06%99,200CALLSOLE
773121108RKLBROCKET LAB CORP$14.3M0.06%222,243CommonSOLE
983793100XPOXPO INC$14.3M0.06%73,290CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$14.2M0.06%121,260CommonSOLE
458140100INTCINTEL CORP$14.2M0.06%321,400CALLSOLE
00182C103ANIPANI PHARMACEUTICALS INC$14.1M0.06%183,075CommonSOLE
09260D107BXBLACKSTONE INC$14.0M0.06%122,000PUTSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$13.9M0.06%10,000,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$13.8M0.06%15,000,000CommonSOLE
515098101LSTRLANDSTAR SYS INC$13.8M0.06%85,863CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$13.7M0.06%30,752CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$13.7M0.06%93,700CALLSOLE
780287108RGLDROYAL GOLD INC$13.6M0.06%53,588CommonSOLE
02079K305GOOGLALPHABET INC$13.6M0.06%47,400PUTSOLE
G5509L101LIVNLIVANOVA PLC$13.6M0.06%213,595CommonSOLE
617446448MSMORGAN STANLEY$13.5M0.06%82,300PUTSOLE
00217D100ASTSAST SPACEMOBILE INC$13.5M0.06%162,705CommonSOLE
038222105AMATAPPLIED MATLS INC$13.4M0.06%39,100PUTSOLE
302491303FMCFMC CORP$13.3M0.06%774,445CommonSOLE
90384S303ULTAULTA BEAUTY INC$13.3M0.06%25,482CommonSOLE
958102105WDCWESTERN DIGITAL CORP$13.3M0.06%49,189CommonSOLE
72703H101PLNTPLANET FITNESS MASTER ISSUER$13.3M0.06%178,296CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$13.2M0.06%499,988CommonSOLE
861012102STMSTMICROELECTRONICS N V$13.2M0.05%380,676CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$13.1M0.05%20,200CALLSOLE
M7S64H106MNDYMONDAY COM LTD$13.1M0.05%189,518CommonSOLE
92189F791GDXJVANECK ETF TRUST$13.1M0.05%109,000CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$13.1M0.05%537,700PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$13.0M0.05%38,600PUTSOLE
020398707ALMALMONTY INDS INC$13.0M0.05%894,558CommonSOLE
501044101KRKROGER CO$12.9M0.05%178,790CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$12.9M0.05%132,416CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$12.9M0.05%153,585CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$12.9M0.05%447,431CommonSOLE
92826C839VVISA INC$12.8M0.05%42,500CALLSOLE
81369Y407XLYSELECT SECTOR SPDR TR$12.8M0.05%117,556CommonSOLE
F92124100TTETOTALENERGIES SE$12.8M0.05%140,200PUTSOLE
767204100RIORIO TINTO PLC$12.7M0.05%136,600PUTSOLE
876511106TGBTASEKO MINES LTD$12.7M0.05%1,975,144CommonSOLE
68389X204ORCL 6.5 01/15/29 DORACLE CORP$12.7M0.05%275,000CommonSOLE
858119100STLDSTEEL DYNAMICS INC$12.7M0.05%70,371CommonSOLE
58933Y105MRKMERCK & CO INC$12.6M0.05%104,700CALLSOLE
780259305SHELSHELL PLC$12.6M0.05%135,100PUTSOLE
052769106ADSKAUTODESK INC$12.5M0.05%52,099CommonSOLE
02079K107GOOGALPHABET INC$12.3M0.05%43,000PUTSOLE
387328107GVAGRANITE CONSTR INC$12.3M0.05%102,694CommonSOLE
002824100ABTABBOTT LABORATORIES$12.3M0.05%119,900CALLSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$12.3M0.05%156,084CommonSOLE
46284V101IRMIRON MTN INC DEL$12.2M0.05%119,864CommonSOLE
949746101WMT2WELLS FARGO & CO$12.2M0.05%153,600CALLSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$12.2M0.05%152,032CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$12.2M0.05%10,000,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.1M0.05%50,000CALLSOLE
131428104CLMTCALUMET INC$12.1M0.05%336,196CommonSOLE
15102K100CELCCELCUITY INC$12.1M0.05%105,688CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$12.1M0.05%12,500,000CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$12.0M0.05%300,983CommonSOLE
149123101CATCATERPILLAR INC$12.0M0.05%16,900PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$11.9M0.05%51,631CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.9M0.05%59,812CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$11.8M0.05%1,287,000PUTSOLE
457669307INSMINSMED INC$11.7M0.05%71,819CommonSOLE
025816109AXPAMERICAN EXPRESS CO$11.7M0.05%38,700CALLSOLE
199908104FIXCOMFORT SYS USA INC$11.7M0.05%8,479CommonSOLE
958102105WDCWESTERN DIGITAL CORP$11.7M0.05%43,100CALLSOLE
172967424CCITIGROUP INC$11.6M0.05%102,500PUTSOLE
68389X105ORCLORACLE CORP$11.6M0.05%78,900CALLSOLE
031162100AMGNAMGEN INC$11.6M0.05%32,900CALLSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$11.5M0.05%132,125CommonSOLE
G5960L103MDTMEDTRONIC PLC$11.4M0.05%131,800CALLSOLE
92826C839VVISA INC$11.4M0.05%37,700PUTSOLE
550021109LULULULULEMON ATHLETICA INC$11.3M0.05%74,100PUTSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$11.3M0.05%68,300CALLSOLE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$11.3M0.05%286,314CommonSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$11.3M0.05%12,000,000CommonSOLE
48268K101KTKT CORP$11.2M0.05%524,071CommonSOLE
17275R102CSCOCISCO SYS INC$11.2M0.05%144,000CALLSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$11.0M0.05%156,651CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$11.0M0.05%169,800PUTSOLE
92189F106GDXVANECK ETF TRUST$11.0M0.05%119,600PUTSOLE
71654V408PBRPETROLEO BRASILEIRO S A$10.9M0.05%526,200CALLSOLE
81762P102NOWSERVICENOW INC$10.9M0.05%104,200CALLSOLE
G3198U102ESNTESSENT GROUP LTD$10.9M0.05%186,408CommonSOLE
127097103CTRACOTERRA ENERGY INC$10.9M0.05%309,140CommonSOLE
G037AX101AMBAAMBARELLA INC$10.9M0.05%210,934CommonSOLE
19247G107COHRCOHERENT CORP$10.8M0.05%45,488CommonSOLE
N07059210ASMLASML HLDG NV$10.8M0.05%8,200PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$10.8M0.05%86,274CommonSOLE
550021109LULULULULEMON ATHLETICA INC$10.8M0.05%70,693CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.8M0.04%23,400CALLSOLE
422704106HLHECLA MINING COMPANY$10.7M0.04%576,463CommonSOLE
97717PAD6WT 3.25 06/15/26WISDOMTREE INC$10.7M0.04%8,000,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$10.6M0.04%39,200PUTSOLE
30303M102METAMETA PLATFORMS INC$10.6M0.04%18,500PUTSOLE
946784105WAYWAYSTAR HLDG CORP$10.6M0.04%438,989CommonSOLE
594972408MSTRSTRATEGY INC$10.6M0.04%84,800PUTSOLE
891160509TDTORONTO DOMINION BK ONT$10.5M0.04%113,000CALLSOLE
806857108SLBSLB LIMITED$10.5M0.04%204,500CALLSOLE
64110L106NFLXNETFLIX INC.$10.5M0.04%109,100CALLSOLE
718172109PMPHILIP MORRIS INTL INC$10.5M0.04%63,346CommonSOLE
589889104MMSIMERIT MED SYS INC$10.4M0.04%150,963CommonSOLE
595112103MUMICRON TECHNOLOGY INC$10.4M0.04%30,800PUTSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$10.4M0.04%11,500,000CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$10.4M0.04%112,500CALLSOLE
464287432TLTISHARES TR$10.3M0.04%119,300CALLSOLE
81369Y605XLFSELECT SECTOR SPDR TR$10.3M0.04%208,853CommonSOLE
963320205WHR 8.5 02/15/29 AWHIRLPOOL CORP$10.3M0.04%250,000CommonSOLE
85205TAQ3SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$10.3M0.04%7,000,000CommonSOLE
742718109PGPROCTER & GAMBLE CO$10.3M0.04%71,100PUTSOLE
69351T866PPL 7 02/15/29PPL CORP$10.2M0.04%200,000CommonSOLE
77311W101RKTROCKET COS INC$10.1M0.04%709,736CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS LP$10.1M0.04%149,527CommonSOLE
717081103PFEPFIZER INC$10.1M0.04%359,100CALLSOLE
74767V109QSQUANTUMSCAPE CORP$10.1M0.04%1,578,872CommonSOLE
02209S103MOALTRIA GROUP INC$10.1M0.04%152,500CALLSOLE
126650100CVSCVS HEALTH CORP$10.1M0.04%140,100CALLSOLE
918284209VSEC 5.75 02/01/29VSE CORP$10.1M0.04%200,000CommonSOLE
617446448MSMORGAN STANLEY$10.0M0.04%60,902CommonSOLE
358054104FRSHFRESHWORKS INC$10.0M0.04%1,247,655CommonSOLE
617446448MSMORGAN STANLEY$10.0M0.04%60,800CALLSOLE
097023105BABOEING CO$10.0M0.04%50,200PUTSOLE
819047101SHAKSHAKE SHACK INC$10.0M0.04%112,856CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$9.9M0.04%687,358CommonSOLE
488401100KMPRKEMPER CORP$9.9M0.04%325,197CommonSOLE
880779103TEXTEREX CORP NEW$9.9M0.04%167,807CommonSOLE
00760J108AEHRAEHR TEST SYS$9.9M0.04%267,187CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$9.9M0.04%200,000CALLSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$9.8M0.04%1,165,097CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9.8M0.04%65,500PUTSOLE
654106103NKENIKE INC$9.8M0.04%185,400PUTSOLE
125269100CFCF INDUSTRIES HOLD$9.8M0.04%75,400CALLSOLE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$9.8M0.04%365,380CommonSOLE
98389B100XELXCEL ENERGY INC$9.8M0.04%123,177CommonSOLE
315616102FFIVF5 INC$9.8M0.04%33,765CommonSOLE
91332U101UUNITY SOFTWARE INC$9.7M0.04%441,978CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$9.7M0.04%9,000,000CommonSOLE
477143AR2JBLU 2.5 09/01/29JETBLUE AIRWAYS CORP$9.7M0.04%10,000,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.6M0.04%213,268CommonSOLE
03674X106ARANTERO RESOURCES CORP$9.6M0.04%225,098CommonSOLE
82509L107SHOPSHOPIFY INC$9.5M0.04%80,500CALLSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$9.5M0.04%24,300CALLSOLE
626755102MUSAMURPHY USA INC$9.5M0.04%19,266CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9.5M0.04%85,400CALLSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$9.5M0.04%24,012CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$9.4M0.04%506,791CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.4M0.04%64,300PUTSOLE
02079K305GOOGLALPHABET INC$9.4M0.04%32,600CALLSOLE
89531P105TREXTREX INC$9.3M0.04%255,714CommonSOLE
87612E106TGTTARGET CORP$9.3M0.04%76,600CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.3M0.04%184,500PUTSOLE
00206R102TAT&T INC$9.3M0.04%319,200CALLSOLE
09228F103BBBLACKBERRY LTD$9.2M0.04%2,850,413CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$9.2M0.04%204,600CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$9.2M0.04%128,723CommonSOLE
872657101TPGTPG INC$9.2M0.04%227,210CommonSOLE
013872106AAALCOA CORP$9.2M0.04%138,722CommonSOLE
194014AB2ENOV 3.875 10/15/28ENOVIS CORPORATION$9.2M0.04%9,500,000CommonSOLE
58933Y105MRKMERCK & CO INC$9.2M0.04%76,300PUTSOLE
87241L109TFIITRANSFORCE INC$9.2M0.04%84,412CommonSOLE
055622104BPBP PLC$9.1M0.04%194,300CALLSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$9.1M0.04%119,879CommonSOLE
412822108HOGHARLEY DAVIDSON INC$9.1M0.04%450,142CommonSOLE
500688AH9KOS 3.125 03/15/30KOSMOS ENERGY LTD$9.1M0.04%11,558,000CommonSOLE
98138H101WDAYWORKDAY INC$9.1M0.04%69,800CALLSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$9.0M0.04%384,973CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$9.0M0.04%54,745CommonSOLE
Y64177101ECOOKEANIS ECO TANKERS COR$9.0M0.04%177,417CommonSOLE
682680103OKEONEOK INC NEW$9.0M0.04%99,200CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$9.0M0.04%95,400PUTSOLE
191216100KOCOCA COLA CO$9.0M0.04%117,700PUTSOLE
882508104TXNTEXAS INSTRS INC$8.9M0.04%46,100CALLSOLE
742718109PGPROCTER & GAMBLE CO$8.9M0.04%61,900CALLSOLE
03990B101ARESARES MANAGEMENT CORPORATION$8.9M0.04%81,900PUTSOLE
G1151C101ACNACCENTURE PLC IRELAND$8.9M0.04%44,900CALLSOLE
969457100WMBWILLIAMS COS INC$8.9M0.04%122,156CommonSOLE
256163106DOCUDOCUSIGN INC$8.9M0.04%187,464CommonSOLE
418056107HASHASBRO INC$8.9M0.04%94,797CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$8.9M0.04%43,700CALLSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$8.9M0.04%8,900PUTSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$8.9M0.04%8,900CALLSOLE
26884L109EQTEQT CORP$8.8M0.04%138,572CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$8.8M0.04%80,500CALLSOLE
G0593M107AZNASTRAZENECA PLC$8.8M0.04%44,500CALLSOLE
98421MAE6XRX 3.75 03/15/30XEROX HOLDINGS CORP$8.7M0.04%31,621,000CommonSOLE
370334104GISGENERAL MILLS INC$8.7M0.04%234,600CALLSOLE
00091G104ACVAACV AUCTIONS INC$8.7M0.04%2,058,536CommonSOLE
75513E101RTXRTX CORPORATION$8.7M0.04%45,200CALLSOLE
260003108DOVDOVER CORP$8.7M0.04%41,787CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$8.7M0.04%195,279CommonSOLE
464287432TLTISHARES TR$8.7M0.04%100,000PUTSOLE
056752108BIDUBAIDU INC$8.6M0.04%77,600CALLSOLE
149123101CATCATERPILLAR INC$8.6M0.04%12,200CALLSOLE
125269100CFCF INDUSTRIES HOLD$8.6M0.04%66,100PUTSOLE
00724F101ADBEADOBE INC$8.6M0.04%35,200CALLSOLE
393222104GPREGREEN PLAINS INC$8.5M0.04%519,103CommonSOLE
594972408MSTRSTRATEGY INC$8.5M0.04%68,400CALLSOLE
037833100AAPLAPPLE INC$8.5M0.04%33,600PUTSOLE
892672106TWTRADEWEB MKTS INC$8.5M0.04%72,473CommonSOLE
882508104TXNTEXAS INSTRS INC$8.5M0.04%43,600PUTSOLE
30260D103FIGSFIGS INC$8.5M0.04%572,768CommonSOLE
92839U206VCVISTEON CORP$8.4M0.04%92,667CommonSOLE
399473AK3GRPN 4.875 06/30/30 UNRSGROUPON INC$8.4M0.03%10,250,000CommonSOLE
81762P102NOWSERVICENOW INC$8.4M0.03%80,300PUTSOLE
06849F108BBARRICK MNG CORP$8.4M0.03%205,073CommonSOLE
34959E109FTNTFORTINET INC$8.3M0.03%102,130CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.3M0.03%184,500PUTSOLE
594972AS0MSTR 0 12/01/29STRATEGY INC$8.3M0.03%10,000,000CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$8.3M0.03%21,200PUTSOLE
37733W204GSKGSK PLC$8.3M0.03%150,300CALLSOLE
722304102PDDPDD HOLDINGS INC$8.3M0.03%81,100PUTSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$8.3M0.03%145,017CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$8.2M0.03%73,468CommonSOLE
50212V100LPLALPL FINL HLDGS INC$8.2M0.03%27,379CommonSOLE
767204100RIORIO TINTO PLC$8.2M0.03%88,200CALLSOLE
74164F103PRIMPRIMORIS SVCS CORP$8.2M0.03%57,404CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8.2M0.03%46,900CALLSOLE
219350105GLWCORNING INC$8.2M0.03%60,200CALLSOLE
53802LAB8LIVN 2.5 03/15/29LIVANOVA PLC$8.2M0.03%7,000,000CommonSOLE
12514G108CDWCDW CORP$8.2M0.03%67,508CommonSOLE

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.