MondegarAI
Crawford Fund Management, LLC

Q2 2025 · 13F-HR

Crawford Fund Management, LLCholdings as filed

Filed 2025-08-14 · accession 0001816427-25-000004

$536.4M
Reported value
192
Positions
2025-06-30
Period end
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The Brief · Crawford Fund Management, LLC · Q2 2025

AI · grounded in 13F

Crawford Fund Management, LLC established a new position in BA valued at $32.7M. The fund also initiated new stakes in IONQ for $14.1M and AFRM for $14M. Additional new positions include UBER at $13.5M and ROKU at $12.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
097023105BABOEING CO$32.7M6.09%156,000PUTNONE
46222L108IONQIONQ INC$14.1M2.63%328,000PUTNONE
00827B106AFRMAFFIRM HLDGS INC$14.0M2.61%202,600PUTNONE
90353T100UBERUBER TECHNOLOGIES INC$13.5M2.51%144,300CommonSOLE
77543R102ROKUROKU INC$12.8M2.39%145,804CommonSOLE
16411R208LNGCHENIERE ENERGY INC$11.2M2.08%45,876CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$10.6M1.98%37,015CommonSOLE
100557107SAMBOSTON BEER INC$9.6M1.80%50,486CommonSOLE
093712107BEBLOOM ENERGY CORP$9.3M1.74%390,000PUTNONE
433000106HIMSHIMS & HERS HEALTH INC$9.2M1.72%185,300PUTNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$8.8M1.64%641,000PUTNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$8.8M1.63%84,090CommonSOLE
227046109CROXCROCS INC$8.7M1.62%85,711CommonSOLE
009066101ABNBAIRBNB INC$7.9M1.47%59,500CommonSOLE
67079K100SMRNUSCALE PWR CORP$7.9M1.46%198,500PUTNONE
888787108TOSTTOAST INC$7.7M1.43%173,300CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$7.5M1.39%410,000PUTNONE
98379L100XPELXPEL INC$7.3M1.35%202,203CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$7.1M1.32%40,843CommonSOLE
52567D107LMNDLEMONADE INC$6.9M1.29%158,000PUTNONE
811916105SASEABRIDGE GOLD INC$6.9M1.29%476,418CommonSOLE
12468P104AIC3 AI INC$6.6M1.24%270,000PUTNONE
43689E107HBCPHOME BANCORP INC$6.6M1.23%127,508CommonSOLE
97717P104WTWISDOMTREE INC$6.6M1.23%573,174CommonSOLE
632347100NATHNATHANS FAMOUS INC NEW$6.1M1.14%55,374CommonSOLE
780287108RGLDROYAL GOLD INC$6.1M1.13%34,116CommonSOLE
985817105YELPYELP INC$6.1M1.13%176,845CommonSOLE
433323102HIFSHINGHAM INSTN SVGS MASS$6.0M1.11%24,027CommonSOLE
60770K107MRNAMODERNA INC$5.5M1.03%200,100PUTNONE
412822108HOGHARLEY DAVIDSON INC$5.2M0.97%221,500PUTNONE
48581R205KSPIKASPI KZ JSC$5.2M0.97%61,565CommonSOLE
G17977110BURBURFORD CAP LTD$5.2M0.96%361,346CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$5.1M0.96%109,700PUTNONE
92552V100VSATVIASAT INC$4.9M0.91%335,500PUTNONE
901109108TPCTUTOR PERINI CORP$4.5M0.84%96,000PUTNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.5M0.83%32,800PUTNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$4.5M0.83%266,000PUTNONE
91332U101UUNITY SOFTWARE INC$4.2M0.79%175,500PUTNONE
64031N108NNINELNET INC$4.2M0.79%34,783CommonSOLE
65345N106NNNEXTNAV INC$4.2M0.78%274,400PUTNONE
87043Q108SGSWEETGREEN INC$4.1M0.77%276,500PUTNONE
29670G102WTRGESSENTIAL UTILS INC$3.9M0.73%105,500PUTNONE
37045V100GMGENERAL MTRS CO$3.9M0.72%78,600PUTNONE
61945C103MOSMOSAIC CO NEW$3.7M0.69%102,000CALLNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.6M0.67%11,500PUTNONE
038169207APLDAPPLIED DIGITAL CORP$3.6M0.66%354,000PUTNONE
500255104KSSKOHLS CORP$3.5M0.65%411,500PUTNONE
934423104WBDWARNER BROS DISCOVERY INC$3.5M0.65%303,500PUTNONE
75574U101RCREADY CAPITAL CORP$3.5M0.64%790,000PUTNONE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$3.4M0.64%71,400PUTNONE
88023B103TEMTEMPUS AI INC$3.4M0.64%53,700PUTNONE
02005N100ALLYALLY FINL INC$3.2M0.59%81,500PUTNONE
011659109ALKALASKA AIR GROUP INC$3.1M0.59%63,500PUTNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3.1M0.58%271,500PUTNONE
09263B207BKSYBLACKSKY TECHNOLOGY INC$3.1M0.58%151,000PUTNONE
717081103PFEPFIZER INC$3.1M0.58%127,500PUTNONE
518439104ELLAUDER ESTEE COS INC$3.0M0.56%37,000CALLNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$3.0M0.55%146,500PUTNONE
25402D102DOCNDIGITALOCEAN HLDGS INC$2.9M0.55%103,000PUTNONE
65341B106XIFRXPLR INFRASTRUCTURE LP$2.9M0.54%353,000PUTNONE
833445109SNOWSNOWFLAKE INC$2.9M0.53%12,800PUTNONE
56035L104MAINMAIN STR CAP CORP$2.8M0.53%48,000PUTNONE
G65163100JOBYJOBY AVIATION INC$2.7M0.51%259,500PUTNONE
02376R102AALAMERICAN AIRLS GROUP INC$2.7M0.51%241,500PUTNONE
87918A105TDOCTELADOC HEALTH INC$2.7M0.50%306,500PUTNONE
74767V109QSQUANTUMSCAPE CORP$2.6M0.49%392,500PUTNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$2.6M0.49%149,000PUTNONE
31188V100FSLYFASTLY INC$2.6M0.49%371,000PUTNONE
74766W108QUBTQUANTUM COMPUTING INC$2.6M0.48%134,000PUTNONE
466367109JACKJACK IN THE BOX INC$2.6M0.48%146,500PUTNONE
16359R103CHECHEMED CORP NEW$2.5M0.47%5,200CommonSOLE
345370860FFORD MTR CO$2.5M0.47%230,500PUTNONE
17243V102CNKCINEMARK HLDGS INC$2.5M0.46%81,500PUTNONE
30063P105EXKEXACT SCIENCES CORP$2.4M0.44%44,300PUTNONE
35953C106FIPFTAI INFRASTRUCTURE INC$2.3M0.43%377,300PUTNONE
143658300CCL1EURCARNIVAL CORP$2.3M0.43%82,500PUTNONE
20030N101CMCSACOMCAST CORP NEW$2.3M0.43%65,000CALLNONE
392709101GRBKGREEN BRICK PARTNERS INC$2.3M0.43%36,700CommonSOLE
N82405106STLASTELLANTIS N.V$2.3M0.42%227,000PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.3M0.42%10,000PUTNONE
146869102CVNACARVANA CO$2.2M0.41%6,600PUTNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$2.1M0.40%267,000PUTNONE
19247G107COHRCOHERENT CORP$2.0M0.37%22,400PUTNONE
74967X103RHRH$2.0M0.37%10,400PUTNONE
156727109CRNCCERENCE INC$1.9M0.36%187,500PUTNONE
238337109PLAYDAVE & BUSTERS ENTMT INC$1.9M0.35%63,000PUTNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.8M0.34%25,400CALLNONE
071734107BHCBAUSCH HEALTH COS INC$1.7M0.31%251,500PUTNONE
04342Y104ASANASANA INC$1.7M0.31%123,500PUTNONE
700517105PKPARK HOTELS & RESORTS INC$1.7M0.31%161,500PUTNONE
037833100AAPLAPPLE INC$1.6M0.31%8,000PUTNONE
09581B103OWLBLUE OWL CAPITAL INC$1.6M0.30%85,000PUTNONE
83304A106SNAPSNAP INC$1.6M0.29%182,000PUTNONE
112463104BKDBROOKDALE SR LIVING INC$1.5M0.29%220,500PUTNONE
35909R108ULCCFRONTIER GROUP HLDGS INC$1.5M0.28%420,000PUTNONE
047649108ATKRATKORE INC$1.5M0.27%20,900CALLNONE
21873S108CRWVCOREWEAVE INC$1.5M0.27%9,000PUTNONE
74346Y103PROPROS HOLDINGS INC$1.4M0.27%91,500PUTNONE
836100107SOUNSOUNDHOUND AI INC$1.4M0.27%133,500PUTNONE
67059N108NTNXNUTANIX INC$1.4M0.27%18,700PUTNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.27%9,000PUTNONE
477143101JBLUJETBLUE AWYS CORP$1.4M0.26%329,000PUTNONE
60255C885BRD1EURMIND MEDICINE MINDMED INC$1.4M0.26%213,500PUTNONE
78440X887SLGSL GREEN RLTY CORP$1.3M0.25%21,700PUTNONE
116794108BRKRBRUKER CORP$1.3M0.25%32,500CALLNONE
82982T106SITMSITIME CORP$1.3M0.25%6,200PUTNONE
86771W105RUNSUNRUN INC$1.3M0.24%157,000PUTNONE
N3167Y103RACEFERRARI N V$1.3M0.24%2,600PUTNONE
76655K103RGTIRIGETTI COMPutING INC$1.2M0.22%101,000PUTNONE
731068102PIIPOLARIS INC$1.2M0.22%28,500PUTNONE
83089J108SKYTSKYWATER TECHNOLOGY INC$1.1M0.20%111,000PUTNONE
550241103LUMNLUMEN TECHNOLOGIES INC$1.1M0.20%248,000PUTNONE
912909108USX1UNITED STATES STL CORP NEW$1.1M0.20%19,300PUTNONE
58463J304MPTMEDICAL PPTYS TRUST INC$1.1M0.20%244,700PUTNONE
73754Y100PTBPOTBELLY CORP$1.1M0.20%86,000CALLNONE
46590V100JBGSJBG SMITH PPTYS$1.0M0.19%59,100PUTNONE
10806X102BBIOBRIDGEBIO PHARMA INC$1.0M0.19%23,500PUTNONE
806882106SCHN1EURRADIUS RECYCLING INC$994,6150.19%33,500PUTNONE
30260D103FIGSFIGS INC$975,7200.18%173,000CALLNONE
88025U109TXG10X GENOMICS INC$975,0360.18%84,200PUTNONE
339750101FNDFLOOR & DECOR HLDGS INC$957,0960.18%12,600PUTNONE
565788106MARAMARA HOLDINGS INC$956,4800.18%61,000PUTNONE
90138A103VNETVNET GROUP INC$941,8500.18%136,500PUTNONE
929042109VNOVORNADO RLTY TR$917,7600.17%24,000PUTNONE
22266T109CPNGCOUPANG INC$913,7800.17%30,500CALLNONE
767292105RIOTRIOT PLATFORMS INC$904,0000.17%80,000PUTNONE
30052F100EVGOEVGO INC$899,7250.17%246,500PUTNONE
88339P101REALTHE REALREAL INC$878,9650.16%183,500PUTNONE
08975P108CMRCBIGCOMMERCE HLDGS INC$870,0000.16%174,000PUTNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$867,4400.16%56,000PUTNONE
98423F109XMTRXOMETRY INC$844,7500.16%25,000PUTNONE
135086106GOOSCANADA GOOSE HLDGS INC$839,2500.16%75,000CALLNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$824,6400.15%12,000PUTNONE
438333106HNSTHONEST CO INC$824,5800.15%162,000PUTNONE
898697206TCXTUCOWS INC$817,9650.15%41,500PUTNONE
00751Y106AAPADVANCE AUTO PARTS INC$790,3300.15%17,000PUTNONE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$787,4880.15%62,400PUTNONE
549498103CCIVGBPLUCID GROUP INC$751,1600.14%356,000CALLNONE
707569109PENNPENN ENTERTAINMENT INC$741,6050.14%41,500PUTNONE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$720,7200.13%115,500PUTNONE
651229106NWLNEWELL BRANDS INC$718,2000.13%133,000PUTNONE
42806J700HTZHERTZ GLOBAL HLDGS INC$710,3200.13%104,000PUTNONE
37954Y715BOTZGLOBAL X FDS$701,9750.13%21,500PUTNONE
554382101MACMACERICH CO$679,5600.13%42,000PUTNONE
22266M104COURCOURSERA INC$674,5200.13%77,000PUTNONE
55087P104LYFTLYFT INC$661,9200.12%42,000PUTNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$654,0960.12%1,600PUTNONE
819047101SHAKSHAKE SHACK INC$632,7000.12%4,500PUTNONE
042068205ARMARM HOLDINGS PLC$630,7860.12%3,900PUTNONE
101121101BXPBXP INC$620,7240.12%9,200PUTNONE
35952H700FCELFUELCELL ENERGY INC$605,8800.11%108,000PUTNONE
N07059210ASMLASML HOLDING N V$560,9730.10%700CommonSOLE
42225T107HCATHEALTH CATALYST INC$554,1900.10%147,000PUTNONE
00165C302AMCAMC ENTMT HLDGS INC$551,8000.10%178,000PUTNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$551,1740.10%4,300PUTNONE
57060D108MKTXMARKETAXESS HLDGS INC$536,0160.10%2,400CALLNONE
46428Q109SLVISHARES SILVER TR$524,9600.10%16,000CALLNONE
08975B109BBAIBIGBEAR AI HLDGS INC$497,7070.09%73,300PUTNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$483,5710.09%6,658CommonSOLE
168905107PLCECHILDRENS PL INC NEW$438,5700.08%99,000PUTNONE
829933100SIRISIRIUSXM HOLDINGS INC$436,4300.08%19,000CALLNONE
512816109LAMRLAMAR ADVERTISING CO NEW$424,7600.08%3,500CALLNONE
016255101ALGNALIGN TECHNOLOGY INC$416,5260.08%2,200CALLNONE
632307104NTRANATERA INC$405,4560.08%2,400PUTNONE
427866108HSYHERSHEY CO$381,6850.07%2,300CALLNONE
88160R101TSLATESLA INC$381,1920.07%1,200PUTNONE
060505104BACBANK AMERICA CORP$378,5600.07%8,000PUTNONE
54150E104LOMALOMA NEGRA C I A S A MTN 14$367,4950.07%33,500CALLNONE
25432X102DCOMDIME CMNTY BANCSHARES INC$366,3840.07%13,600PUTNONE
03990B101ARESARES MANAGEMENT CORPORATION$363,7200.07%2,100PUTNONE
178587101CIOCITY OFFICE REIT INC$333,7500.06%62,500PUTNONE
282559103ETNBGBP89BIO INC$324,0600.06%33,000PUTNONE
989701107ZIONZIONS BANCORPORATION N A$285,6700.05%5,500PUTNONE
444097109HUDSON PAC PPTYS INC$274,0000.05%100,000PUTNONE
32026V104FFWMFIRST FNDTN INC$265,2000.05%52,000PUTNONE
75689M101RRGBRED ROBIN GOURMET BURGERS IN$246,0750.05%42,500PUTNONE
644393100NFENEW FORTRESS ENERGY INC$242,3600.05%73,000PUTNONE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$240,2400.04%88,000PUTNONE
46578C108IEIVANHOE ELECTRIC INC$235,8200.04%26,000PUTNONE
09352U108BLNDBLEND LABS INC$227,7000.04%69,000PUTNONE
860897107SFIXSTITCH FIX INC$222,0000.04%60,000PUTNONE
550424303LAZRQLUMINAR TECHNOLOGIES INC$200,9000.04%70,000PUTNONE
108621103BWBBRIDGEWATER BANCSHARES INC$175,0100.03%11,000PUTNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$170,8500.03%42,500PUTNONE
670002401NVAXNOVAVAX INC$157,5000.03%25,000PUTNONE
127537207CDZICADIZ INC$149,5000.03%50,000PUTNONE
53635D202LQDALIQUIDIA CORPORATION$130,8300.02%10,500PUTNONE
08862E109BYNDBEYOND MEAT INC$129,1300.02%37,000PUTNONE
651229106NWLNEWELL BRANDS INC$110,7000.02%20,500CALLNONE
21871N101CXWCORECIVIC INC$84,2800.02%4,000CALLNONE
88554D205DDD3-D SYS CORP DEL$46,9700.01%30,500PUTNONE
43538H103HLLYHOLLEY INC$25,0000.00%12,500PUTNONE

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.