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Hudson Bay Capital Management LP

Q3 2024 · 13F-HR

Hudson Bay Capital Management LPholdings as filed

Filed 2024-11-13 · accession 0002033916-24-000083

$24.72B
Reported value
834
Positions
2024-09-30
Period end
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Holdings as filed

First 500 of 834

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.31B5.29%10,774,728CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.27B5.14%10,454,000PUTSOLE
594918104MSFTMICROSOFT CORP$774.7M3.13%1,800,400PUTSOLE
594918104MSFTMICROSOFT CORP$745.8M3.02%1,733,133CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$652.1M2.64%1,136,500PUTSOLE
023135106AMZNAMAZON COM INC$626.7M2.54%3,363,370CommonSOLE
30303M102METAMETA PLATFORMS INC$625.6M2.53%1,092,864CommonSOLE
023135106AMZNAMAZON COM INC$614.9M2.49%3,300,000PUTSOLE
30303M102METAMETA PLATFORMS INC$601.1M2.43%1,050,000PUTSOLE
037833100AAPLAPPLE INC$559.2M2.26%2,400,000PUTSOLE
037833100AAPLAPPLE INC$547.5M2.21%2,350,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$510.0M2.06%3,108,400CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$510.0M2.06%3,108,400PUTSOLE
649445400FLGNEW YORK CMNTY BANCORP INC$465.1M1.88%41,416,544CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$326.6M1.32%1,880,859CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$287.4M1.16%1,655,000PUTSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$285.4M1.15%272,387,000CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$276.5M1.12%108,300,000CommonSOLE
02079K107GOOGALPHABET INC$264.5M1.07%1,582,090CommonSOLE
02079K107GOOGALPHABET INC$260.8M1.06%1,560,000PUTSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$255.9M1.04%71,433,000CommonSOLE
11135F101AVGOBROADCOM INC$231.2M0.94%1,340,000PUTSOLE
02079K305GOOGLALPHABET INC$223.9M0.91%1,349,900PUTSOLE
11135F101AVGOBROADCOM INC$222.1M0.90%1,287,624CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$220.9M0.89%480,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$220.9M0.89%480,000PUTSOLE
46090E103QQQINVESCO QQQ TR$211.3M0.85%432,963CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$204.2M0.83%1,146,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$202.4M0.82%1,136,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$189.3M0.77%330,000CALLSOLE
02079K305GOOGLALPHABET INC$188.4M0.76%1,136,103CommonSOLE
256746108DLTRDOLLAR TREE INC$185.8M0.75%2,642,275CommonSOLE
893830BW8TRANSOCEAN INC$180.2M0.73%120,816,000CommonSOLE
256746108DLTRDOLLAR TREE INC$175.8M0.71%2,500,000PUTSOLE
42809H107HESHESS CORP$172.0M0.70%1,266,320CommonSOLE
595112103MUMICRON TECHNOLOGY INC$159.2M0.64%1,535,220CommonSOLE
595112103MUMICRON TECHNOLOGY INC$155.6M0.63%1,500,000PUTSOLE
88160R101TSLATESLA INC$140.6M0.57%537,500PUTSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$136.8M0.55%158,130,000CommonSOLE
68389X105ORCLORACLE CORP$130.7M0.53%767,200CALLSOLE
893830BT5TRANSOCEAN INC$127.2M0.51%114,057,000CommonSOLE
88160R101TSLATESLA INC$122.5M0.50%468,205CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$122.2M0.49%4,110,100CommonSOLE
097023105BABOEING CO$109.5M0.44%720,000PUTSOLE
92189F676SMHVANECK ETF TRUST$109.3M0.44%445,300CALLSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$107.9M0.44%96,840,000CommonSOLE
717081103PFEPFIZER INC$102.9M0.42%3,555,000PUTSOLE
717081103PFEPFIZER INC$102.8M0.42%3,553,546CommonSOLE
097023105BABOEING CO$102.0M0.41%671,000CommonSOLE
713448108PEPPEPSICO INC$101.9M0.41%599,200PUTSOLE
037833100AAPLAPPLE INC$93.7M0.38%402,000CALLSOLE
438516106HONHONEYWELL INTL INC$93.0M0.38%450,000PUTSOLE
438516106HONHONEYWELL INTL INC$93.0M0.38%450,000CommonSOLE
464287242LQDISHARES TR$90.4M0.37%800,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$89.9M0.36%555,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$88.0M0.36%153,400CommonSOLE
713448108PEPPEPSICO INC$87.3M0.35%513,451CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$82.8M0.33%780,000PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$82.8M0.33%780,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$81.0M0.33%500,000PUTSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$80.5M0.33%72,500,000CommonSOLE
532457108LLYELI LILLY & CO$70.9M0.29%80,000PUTSOLE
532457108LLYELI LILLY & CO$70.9M0.29%80,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$70.1M0.28%250,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$70.1M0.28%250,000PUTSOLE
148806102CTLTEURCATALENT INC$67.7M0.27%1,118,269CommonSOLE
46090E103QQQINVESCO QQQ TR$67.4M0.27%138,000PUTSOLE
48203R104JNPJUNIPER NETWORKS INC$64.4M0.26%1,652,292CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$64.3M0.26%6,055,591CommonSOLE
125523100CITHE CIGNA GROUP$60.6M0.25%175,000CommonSOLE
125523100CITHE CIGNA GROUP$60.6M0.25%175,000PUTSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$59.7M0.24%2,287,598CommonSOLE
09062X103BIIBBIOGEN INC$58.2M0.24%300,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$57.5M0.23%31,000,000CommonSOLE
58933Y105MRKMERCK & CO INC$56.8M0.23%500,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$54.4M0.22%363,344CommonSOLE
806407102HSICHENRY SCHEIN INC$52.9M0.21%725,000CommonSOLE
487836108KKELLANOVA$52.5M0.21%650,000CommonSOLE
25809K105DASHDOORDASH INC$51.8M0.21%363,155CommonSOLE
69351T106PPLPPL CORP$50.2M0.20%1,518,973CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$50.2M0.20%54,656,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$50.1M0.20%181,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$50.1M0.20%181,000PUTSOLE
25809K105DASHDOORDASH INC$50.0M0.20%350,000PUTSOLE
92189F676SMHVANECK ETF TRUST$49.7M0.20%202,400PUTSOLE
65473P105NINISOURCE INC$49.5M0.20%1,429,963CommonSOLE
88579Y101MMM3M CO$47.3M0.19%346,111CommonSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$46.6M0.19%48,668,000CommonSOLE
03662Q105AKXANSYS INC$46.3M0.19%145,290CommonSOLE
594918104MSFTMICROSOFT CORP$45.3M0.18%105,200CALLSOLE
02079K305GOOGLALPHABET INC$45.1M0.18%272,100CALLSOLE
464287655IWMISHARES TR$45.0M0.18%203,500PUTSOLE
88160R101TSLATESLA INC$44.5M0.18%170,000CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$43.9M0.18%500,000CALLSOLE
222795502CUZCOUSINS PPTYS INC$43.1M0.17%1,460,473CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$42.9M0.17%45,913,000CommonSOLE
87612E106TGTTARGET CORP$42.1M0.17%269,900CALLSOLE
337932107FEFIRSTENERGY CORP$41.3M0.17%931,982CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$41.0M0.17%525,000CALLSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$40.7M0.16%46,000,000CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$40.6M0.16%955,900CALLSOLE
49803T300KRGKITE RLTY GROUP TR$39.3M0.16%1,478,530CommonSOLE
29786A106ETSYETSY INC$38.2M0.15%687,500CALLSOLE
254709108DFSEURDISCOVER FINL SVCS$37.5M0.15%267,592CommonSOLE
11135F101AVGOBROADCOM INC$37.1M0.15%215,000CALLSOLE
03940R107ARCH1USDARCH RESOURCES INC$37.0M0.15%267,500CALLSOLE
69331C108PCGPG&E CORP$36.8M0.15%1,860,955CommonSOLE
30231G102XOMEXXON MOBIL CORP$36.7M0.15%313,200PUTSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$36.1M0.15%38,236,000CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$36.1M0.15%850,000CommonSOLE
92189F106GDXVANECK ETF TRUST$35.8M0.14%900,000PUTSOLE
53566V106LINELINEAGE INC$35.3M0.14%450,000CommonSOLE
14174T107CTRECARETRUST REIT INC$35.1M0.14%1,138,182CommonSOLE
200340107CMACOMERICA INC$34.8M0.14%581,215CommonSOLE
254687106DISDISNEY WALT CO$34.2M0.14%355,775CommonSOLE
88579Y101MMM3M CO$34.2M0.14%250,000PUTSOLE
69349H107TXNMTXNM ENERGY INC$33.6M0.14%766,864CommonSOLE
101121101BXPBXP INC$33.2M0.13%412,536CommonSOLE
17275R102CSCOCISCO SYS INC$32.5M0.13%611,600CALLSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$32.1M0.13%36,060,000CommonSOLE
704551100BTUPEABODY ENERGY CORP$31.4M0.13%1,183,915CommonSOLE
72352L106PINSPINTEREST INC$31.1M0.13%960,300CALLSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$31.0M0.13%441,200CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$30.9M0.12%29,352CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$30.7M0.12%766,900CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$30.4M0.12%37,103,000CommonSOLE
30034W106EVRGEVERGY INC$30.3M0.12%488,162CommonSOLE
68389X105ORCLORACLE CORP$29.8M0.12%175,000CommonSOLE
464287655IWMISHARES TR$29.5M0.12%133,640CommonSOLE
713448108PEPPEPSICO INC$29.5M0.12%173,200CALLSOLE
58933Y105MRKMERCK & CO INC$28.4M0.11%250,000CALLSOLE
464288513HYGISHARES TR$27.7M0.11%345,000CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$27.2M0.11%600,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$27.1M0.11%52,480CommonSOLE
482480100KLACKLA CORP$27.1M0.11%35,000PUTSOLE
482480100KLACKLA CORP$27.1M0.11%35,000CommonSOLE
458140100INTCINTEL CORP$26.3M0.11%1,120,000CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$26.3M0.11%325,000PUTSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$26.3M0.11%21,449,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$26.2M0.11%525,000CALLSOLE
00287Y109ABBVABBVIE INC$25.6M0.10%129,600CALLSOLE
580135101MCDMCDONALDS CORP$25.4M0.10%83,573CommonSOLE
29364G103ETRENTERGY CORP NEW$25.4M0.10%193,231CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$25.3M0.10%500,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$25.0M0.10%500,000PUTSOLE
64110L106NFLXNETFLIX INC$24.8M0.10%35,000PUTSOLE
64110L106NFLXNETFLIX INC$24.8M0.10%35,000CALLSOLE
060505104BACBANK AMERICA CORP$24.8M0.10%625,000CommonSOLE
91704F104UEURBAN EDGE PPTYS$24.7M0.10%1,154,010CommonSOLE
166764100CVXCHEVRON CORP NEW$24.3M0.10%165,000CALLSOLE
98389B100XELXCEL ENERGY INC$24.2M0.10%370,582CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$23.9M0.10%25,000,000CommonSOLE
842587107SOSOUTHERN CO$23.4M0.09%260,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$23.4M0.09%90,000PUTSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$23.3M0.09%24,704,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$22.7M0.09%91,390CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$22.5M0.09%300,000CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$22.5M0.09%300,000PUTSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$22.4M0.09%802,749CommonSOLE
46090E103QQQINVESCO QQQ TR$22.2M0.09%45,400CALLSOLE
17275R102CSCOCISCO SYS INC$21.9M0.09%411,300PUTSOLE
88579Y101MMM3M CO$21.9M0.09%160,000CALLSOLE
023608102AEEAMEREN CORP$21.7M0.09%248,273CommonSOLE
89400J107TRUTRANSUNION$21.5M0.09%205,047CommonSOLE
254687106DISDISNEY WALT CO$21.2M0.09%220,000PUTSOLE
902653104UDRUDR INC$21.1M0.09%464,654CommonSOLE
244199105DEDEERE & CO$20.9M0.08%50,000CALLSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$20.8M0.08%50,000CommonSOLE
50212V100LPLALPL FINL HLDGS INC$20.7M0.08%88,947CommonSOLE
67066G104NVDANVIDIA CORPORATION$20.6M0.08%170,000CALLSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$20.5M0.08%85,317CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$20.0M0.08%124,653CommonSOLE
58933Y105MRKMERCK & CO INC$20.0M0.08%175,728CommonSOLE
92189F106GDXVANECK ETF TRUST$19.9M0.08%500,000CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.8M0.08%40,000CommonSOLE
004239109AKRACADIA RLTY TR$19.3M0.08%821,635CommonSOLE
166764100CVXCHEVRON CORP NEW$19.1M0.08%130,000PUTSOLE
464288752ITBISHARES TR$19.1M0.08%150,000PUTSOLE
464288752ITBISHARES TR$19.1M0.08%150,000CALLSOLE
882508104TXNTEXAS INSTRS INC$18.8M0.08%90,900CALLSOLE
277276101EGPEASTGROUP PPTYS INC$18.7M0.08%100,264CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$18.6M0.08%50,557CommonSOLE
73939C106POWERSCHOOL HOLDINGS INC$18.4M0.07%806,920CommonSOLE
858912108SRCLEURSTERICYCLE INC$18.3M0.07%300,100CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$18.0M0.07%104,610CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$17.9M0.07%1,594,300PUTSOLE
457669307INSMINSMED INC$17.5M0.07%240,000CommonSOLE
464287556IBBISHARES TR$17.5M0.07%120,000CALLSOLE
78464A698KRESPDR SER TR$17.0M0.07%300,000CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$16.7M0.07%569,108CommonSOLE
45667GAG8INFN 3.75 08/01/28INFINERA CORP$16.6M0.07%14,700,000CommonSOLE
87612E106TGTTARGET CORP$16.4M0.07%105,000PUTSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$16.3M0.07%700,000CommonSOLE
670837103OGEOGE ENERGY CORP$16.2M0.07%395,640CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$16.0M0.06%911,344CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$15.8M0.06%178,247CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$15.6M0.06%480,000CommonSOLE
00724F101ADBEADOBE INC$15.5M0.06%29,945CommonSOLE
09075V102BNTXBIONTECH SE$15.4M0.06%130,000CommonSOLE
125896100CMSCMS ENERGY CORP$15.3M0.06%216,221CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$15.2M0.06%1,425,000CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$15.2M0.06%1,517,000CommonSOLE
00130H105AESAES CORP$15.1M0.06%755,000PUTSOLE
57060D108MKTXMARKETAXESS HLDGS INC$15.0M0.06%58,515CommonSOLE
200340107CMACOMERICA INC$15.0M0.06%250,000PUTSOLE
37954A204GMREUSDGLOBAL MED REIT INC$14.9M0.06%1,500,000CommonSOLE
00287Y109ABBVABBVIE INC$14.8M0.06%75,000CommonSOLE
013091103ACIALBERTSONS COS INC$14.8M0.06%798,334CommonSOLE
750236101RDNRADIAN GROUP INC$14.7M0.06%425,000CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$14.7M0.06%50,000CommonSOLE
464287655IWMISHARES TR$14.7M0.06%66,500CALLSOLE
36315X101LKFTGALAPAGOS NV$14.7M0.06%510,000CommonSOLE
45337C102INCYINCYTE CORP$14.6M0.06%221,574CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$14.6M0.06%181,000CommonSOLE
023135106AMZNAMAZON COM INC$14.5M0.06%78,000CALLSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN$14.5M0.06%1,436,526CommonSOLE
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92939U106WECWEC ENERGY GROUP INC$14.5M0.06%150,406CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$14.4M0.06%62,283CommonSOLE
907818108UNPUNION PAC CORP$14.3M0.06%58,000CommonSOLE
670100205NVONOVO-NORDISK A S$14.2M0.06%119,226CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$14.2M0.06%600,000CALLSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$14.0M0.06%15,000,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14.0M0.06%30,000CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$13.9M0.06%75,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.9M0.06%80,000CommonSOLE
751212101RLRALPH LAUREN CORP$13.8M0.06%71,300CALLSOLE
02156K103OPTUALTICE USA INC$13.8M0.06%5,598,051CommonSOLE
281020107EIXEDISON INTL$13.7M0.06%157,500CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$13.7M0.06%165,000CommonSOLE
31428X106FDXFEDEX CORP$13.7M0.06%50,000PUTSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$13.5M0.05%589,883CommonSOLE
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983793100XPOXPO INC$13.3M0.05%124,099CommonSOLE
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29452E101EQHEQUITABLE HLDGS INC$12.6M0.05%300,000CommonSOLE
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30050B101EVHEVOLENT HEALTH INC$11.6M0.05%411,831CommonSOLE
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62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$11.4M0.05%11,500,000CommonSOLE
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929160109VMCVULCAN MATLS CO$11.0M0.04%44,000CommonSOLE
172967424CCITIGROUP INC$11.0M0.04%175,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$11.0M0.04%56,500CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$10.9M0.04%308,578CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$10.8M0.04%138,412CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$10.8M0.04%195,000CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$10.8M0.04%150,000CALLSOLE
573874104MRVLMARVELL TECHNOLOGY INC$10.8M0.04%150,000PUTSOLE
957638109WALWESTERN ALLIANCE BANCORP$10.8M0.04%125,000CommonSOLE
83200N103SMARGBPSMARTSHEET INC$10.6M0.04%192,293CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$10.5M0.04%46,672CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$10.5M0.04%277,029CommonSOLE
05465P101AXNX*AXONICS INC$10.5M0.04%150,580CommonSOLE
374297109GTYGETTY RLTY CORP NEW$10.5M0.04%328,832CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$10.4M0.04%106,572CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$10.3M0.04%60,000PUTSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$10.3M0.04%120,000CommonSOLE
55354G100MSCIMSCI INC$10.2M0.04%17,578CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$10.2M0.04%260,278CommonSOLE
92840M102VSTVISTRA CORP$10.2M0.04%85,735CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$10.2M0.04%336,994CommonSOLE
337738108FISVFISERV INC$10.1M0.04%56,408CommonSOLE
008492100ADCAGREE RLTY CORP$10.1M0.04%133,879CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$10.1M0.04%140,000CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$10.0M0.04%720,108CommonSOLE
086516101BBYBEST BUY INC$10.0M0.04%96,462CommonSOLE
04621X108AIZASSURANT INC$9.9M0.04%50,000CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$9.8M0.04%22,446CommonSOLE
87422Q109TLNTALEN ENERGY CORP$9.8M0.04%55,000CommonSOLE
149123101CATCATERPILLAR INC$9.8M0.04%25,000PUTSOLE
149123101CATCATERPILLAR INC$9.8M0.04%25,000CALLSOLE
37940X102GPNGLOBAL PMTS INC$9.7M0.04%95,000CommonSOLE
189054109CLXCLOROX CO DEL$9.6M0.04%59,091CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$9.6M0.04%119,153CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$9.6M0.04%80,803CommonSOLE
574599106MASMASCO CORP$9.6M0.04%114,000CommonSOLE
34354P105FLSFLOWSERVE CORP$9.5M0.04%184,000CommonSOLE
G7S00T104PNRPENTAIR PLC$9.5M0.04%97,125CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$9.4M0.04%119,135CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9.4M0.04%75,000CommonSOLE
931142103WMTWALMART INC$9.3M0.04%115,000PUTSOLE
375558103GILDGILEAD SCIENCES INC$9.2M0.04%110,000PUTSOLE
828806109SPGSIMON PPTY GROUP INC NEW$9.2M0.04%54,500CommonSOLE
48251W104KKRKKR & CO INC$9.1M0.04%70,000CommonSOLE
983134107WYNNWYNN RESORTS LTD$9.1M0.04%95,000PUTSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$9.1M0.04%184,640CommonSOLE
219350105GLWCORNING INC$9.0M0.04%200,000CALLSOLE
855244109SBUXSTARBUCKS CORP$9.0M0.04%92,331CommonSOLE
G29183103ETNEATON CORP PLC$8.9M0.04%27,000CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8.8M0.04%70,000CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.8M0.04%7,605CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$8.7M0.04%250,323CommonSOLE
855244109SBUXSTARBUCKS CORP$8.7M0.04%89,000CALLSOLE
871607107SNPSSYNOPSYS INC$8.5M0.03%16,865CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$8.5M0.03%200,000PUTSOLE
844741108LUVSOUTHWEST AIRLS CO$8.4M0.03%284,200CALLSOLE
816851109SRESEMPRA$8.4M0.03%100,000CommonSOLE
501044101KRKROGER CO$8.3M0.03%144,600CALLSOLE
78464A698KRESPDR SER TR$8.3M0.03%146,000PUTSOLE
912008109USFDUS FOODS HLDG CORP$8.2M0.03%133,645CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$8.2M0.03%425,000CommonSOLE
00912X302ALAIR LEASE CORP$8.2M0.03%180,012CommonSOLE
G6301J104MOUNTAIN & CO I ACQUISITN CO$8.1M0.03%692,125CommonSOLE
418100103HCP2EURHASHICORP INC$8.1M0.03%240,179CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$8.1M0.03%65,000CommonSOLE
82509L107SHOPSHOPIFY INC$8.1M0.03%100,648CommonSOLE
78442P106SLMSLM CORP$8.0M0.03%350,000CommonSOLE
G2283U100COLOMBIER ACQUISITION CORP I$8.0M0.03%780,021CommonSOLE
21874C102CNMCORE & MAIN INC$8.0M0.03%180,000CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$8.0M0.03%147,849CommonSOLE
00206R102TAT&T INC$7.9M0.03%360,000CALLSOLE
452308109ITWILLINOIS TOOL WKS INC$7.9M0.03%30,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7.9M0.03%68,172CommonSOLE
629377508NRGNRG ENERGY INC$7.9M0.03%86,205CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.8M0.03%1,863CommonSOLE
437076102HDHOME DEPOT INC$7.8M0.03%19,254CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$7.8M0.03%180,614CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$7.7M0.03%247,300CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.7M0.03%132,779CommonSOLE
103304101BYDBOYD GAMING CORP$7.5M0.03%116,500CommonSOLE
N3167Y103RACEFERRARI N V$7.5M0.03%16,000PUTSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$7.5M0.03%260,000CommonSOLE
64119V303NTSTNETSTREIT CORP$7.5M0.03%452,463CommonSOLE
45667G103INFNEURINFINERA CORP$7.4M0.03%1,100,000CommonSOLE
460146103IPINTERNATIONAL PAPER CO$7.3M0.03%150,000CALLSOLE
609207105MDLZMONDELEZ INTL INC$7.3M0.03%99,318CommonSOLE
778296103ROSTROSS STORES INC$7.3M0.03%48,495CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$7.3M0.03%7,500,000CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$7.3M0.03%186,000CommonSOLE
440452100HRLHORMEL FOODS CORP$7.2M0.03%226,910CommonSOLE
872540109TJXTJX COS INC NEW$7.2M0.03%60,902CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$7.1M0.03%640,600CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$7.1M0.03%114,914CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$6.9M0.03%335,000CommonSOLE
G3106N125EQV VENTURES ACQUISITION COR$6.9M0.03%692,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.8M0.03%80,853CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$6.8M0.03%41,282CommonSOLE
37045V100GMGENERAL MTRS CO$6.7M0.03%150,500PUTSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$6.7M0.03%298,924CommonSOLE
464287184FXIISHARES TR$6.7M0.03%210,000CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$6.6M0.03%195,000CommonSOLE
G93A7H120VACHUVOYAGER ACQUISITION CORP$6.5M0.03%650,000CommonSOLE
372303206GMABGENMAB A/S$6.5M0.03%265,000CommonSOLE
443510607HUBBHUBBELL INC$6.4M0.03%15,000CommonSOLE
G21301109CCIXCHURCHILL CAPITAL CORP IX$6.4M0.03%640,500CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$6.4M0.03%3,999,798CommonSOLE
79466L302CRMSALESFORCE INC$6.4M0.03%23,200CALLSOLE
009066101ABNBAIRBNB INC$6.3M0.03%50,000CommonSOLE
F21107101CSTMCONSTELLIUM SE$6.2M0.02%380,081CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$6.2M0.02%201,284CommonSOLE
03945R102ACHRARCHER AVIATION INC$6.2M0.02%2,035,451CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$6.1M0.02%1,000,000CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$6.1M0.02%82,501CommonSOLE
515098101LSTRLANDSTAR SYS INC$6.0M0.02%32,000CommonSOLE
928881101VNTVONTIER CORPORATION$6.0M0.02%178,957CommonSOLE
252131107DXCMDEXCOM INC$6.0M0.02%90,000CommonSOLE
548661107LOWLOWES COS INC$6.0M0.02%22,244CommonSOLE
55616P104MMACYS INC$6.0M0.02%382,927CommonSOLE
688239201OSKOSHKOSH CORP$6.0M0.02%59,888CommonSOLE
759916109RGENREPLIGEN CORP$6.0M0.02%40,000CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$5.9M0.02%399,707CommonSOLE
37045V100GMGENERAL MTRS CO$5.9M0.02%131,500CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$5.9M0.02%80,000CommonSOLE
023436108AMEDAMEDISYS INC$5.8M0.02%60,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5.8M0.02%154,372CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$5.8M0.02%375,000CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$5.8M0.02%36,118CommonSOLE
049468101TEAMATLASSIAN CORPORATION$5.7M0.02%36,100CALLSOLE
30303M102METAMETA PLATFORMS INC$5.7M0.02%10,000CALLSOLE
92537N108VRTVERTIV HOLDINGS CO$5.7M0.02%57,000CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$5.6M0.02%123,658CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.6M0.02%31,000CommonSOLE
013091103ACIALBERTSONS COS INC$5.5M0.02%300,000CALLSOLE
G33033104KDKARES ACQUISITION CORP II$5.4M0.02%500,000CommonSOLE
61945C103MOSMOSAIC CO NEW$5.4M0.02%200,000CALLSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$5.4M0.02%96,427CommonSOLE
464287523SOXXISHARES TR$5.3M0.02%23,000CommonSOLE
464288752ITBISHARES TR$5.3M0.02%41,400CommonSOLE
911163103UNFIUNITED NAT FOODS INC$5.3M0.02%312,372CommonSOLE
146869102CVNACARVANA CO$5.2M0.02%30,000PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.2M0.02%30,000CALLSOLE
974155103WINGWINGSTOP INC$5.2M0.02%12,380CommonSOLE
23331A109DHID R HORTON INC$5.2M0.02%27,000CALLSOLE
980745103WWDWOODWARD INC$5.1M0.02%30,000CommonSOLE
052800109ALVAUTOLIV INC$5.1M0.02%55,000CommonSOLE
819047101SHAKSHAKE SHACK INC$5.1M0.02%49,515CommonSOLE
G5451A103LEGTLEGATO MERGER CORP III$5.1M0.02%500,000CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$5.1M0.02%94,547CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5.0M0.02%18,262CommonSOLE
428291108HXLHEXCEL CORP NEW$5.0M0.02%81,000CommonSOLE
165167172EXEEZCHESAPEAKE ENERGY CORP$5.0M0.02%71,435CommonSOLE
G52443119KVACKEEN VISION ACQUISITION CORP$4.9M0.02%460,000CommonSOLE
64110D104NTAPNETAPP INC$4.9M0.02%40,000PUTSOLE
925652109VICIVICI PPTYS INC$4.9M0.02%148,193CommonSOLE
288578107EARNELLINGTON CREDIT COMPANY$4.9M0.02%705,284CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$4.9M0.02%121,128CommonSOLE
90384S303ULTAULTA BEAUTY INC$4.9M0.02%12,481CommonSOLE
91879Q109MTNVAIL RESORTS INC$4.8M0.02%27,586CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$4.8M0.02%70,000CALLSOLE
887389104TKRTIMKEN CO$4.8M0.02%56,584CommonSOLE
80105N105SNYSANOFI$4.7M0.02%81,015CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$4.7M0.02%33,000CommonSOLE
143130102KMXCARMAX INC$4.6M0.02%60,000PUTSOLE
464287234EEMISHARES TR$4.6M0.02%100,502CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$4.6M0.02%40,000CommonSOLE
876030107TPRTAPESTRY INC$4.6M0.02%97,038CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$4.5M0.02%25,655CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$4.5M0.02%100,000CommonSOLE
G93Y09123VCICUVINE HILL CAP INVT CORP.$4.5M0.02%450,000CommonSOLE
832696405SJMSMUCKER J M CO$4.5M0.02%37,010CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.5M0.02%11,500CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.5M0.02%36,900PUTSOLE
87612E106TGTTARGET CORP$4.5M0.02%28,626CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$4.4M0.02%155,000CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$4.4M0.02%150,000PUTSOLE
701094104PHPARKER-HANNIFIN CORP$4.4M0.02%7,000CommonSOLE
803054204SAPSAP SE$4.4M0.02%19,067CommonSOLE
64110D104NTAPNETAPP INC$4.3M0.02%35,000CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$4.3M0.02%55,333CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.3M0.02%82,700CALLSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$4.3M0.02%220,000CommonSOLE
45333D104IGTAINCEPTION GROWTH ACQUSTN LTD$4.2M0.02%372,922CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$4.2M0.02%11,269,000CommonSOLE
98401F105XNCRXENCOR INC$4.2M0.02%210,000CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$4.2M0.02%222,701CommonSOLE
74841A105QETAQUETTA ACQUISITION CORP$4.2M0.02%404,900CommonSOLE
05351W103AGREURAVANGRID INC$4.2M0.02%117,500CommonSOLE
78463V107GLDSPDR GOLD TR$4.2M0.02%17,275CommonSOLE
87968A104TELLEURTELLURIAN INC NEW$4.1M0.02%4,225,771CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.1M0.02%184,469CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.1M0.02%18,381CommonSOLE
80874P109LNWOLIGHT & WONDER INC$4.1M0.02%44,697CommonSOLE
P31076105CPACOPA HOLDINGS SA$4.0M0.02%42,914CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$4.0M0.02%57,200PUTSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$4.0M0.02%57,200CALLSOLE
103304101BYDBOYD GAMING CORP$4.0M0.02%61,500CALLSOLE
247361702DALDELTA AIR LINES INC DEL$4.0M0.02%78,224CommonSOLE
03879J100ABUSARBUTUS BIOPHARMA CORP$4.0M0.02%1,030,000CommonSOLE
579780206MKCMCCORMICK & CO INC$4.0M0.02%48,127CommonSOLE
64110D104NTAPNETAPP INC$4.0M0.02%32,057CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$4.0M0.02%528,242CommonSOLE
78464A714XRTSPDR SER TR$3.9M0.02%50,000PUTSOLE
94419L101WWAYFAIR INC$3.9M0.02%69,000PUTSOLE
G0888J108BATTERY FUTURE ACQUISITION C$3.9M0.02%350,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.9M0.02%44,100CommonSOLE
125269100CFCF INDS HLDGS INC$3.9M0.02%45,000CommonSOLE
882508104TXNTEXAS INSTRS INC$3.8M0.02%18,600PUTSOLE
00214Q302ARKGARK ETF TR$3.8M0.02%150,000CommonSOLE
610236101MNROMONRO INC$3.8M0.02%132,971CommonSOLE
278865100ECLECOLAB INC$3.8M0.02%15,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.8M0.02%16,000CommonSOLE
775711104ROLROLLINS INC$3.8M0.02%75,000PUTSOLE
737446104POSTPOST HLDGS INC$3.8M0.02%32,732CommonSOLE
G8192N103SK GROWTH OPPORTUNITIES CORP$3.8M0.02%333,851CommonSOLE
G39108108GTESGATES INDL CORP PLC$3.8M0.02%215,000CommonSOLE
960413102WLKWESTLAKE CORPORATION$3.8M0.02%25,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$3.8M0.02%316,645CommonSOLE
64828T201RITMRITHM CAPITAL CORP$3.7M0.02%327,525CommonSOLE
38136Y102GDSTGOLDENSTONE ACQUISITION LTD$3.6M0.01%322,651CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$3.6M0.01%152,997CommonSOLE
577096100MTTR*MATTERPORT INC$3.6M0.01%799,900CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$3.6M0.01%32,493CommonSOLE
23282W605CYTKCYTOKINETICS INC$3.6M0.01%67,500CommonSOLE
87241L109TFIITFI INTL INC$3.6M0.01%26,000CommonSOLE
02005N100ALLYALLY FINL INC$3.6M0.01%100,000CommonSOLE
78468R556XOPSPDR SER TR$3.6M0.01%27,047CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$3.6M0.01%250,000CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$3.6M0.01%120,000CommonSOLE
34965K107FTREFORTREA HLDGS INC$3.5M0.01%175,000CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$3.4M0.01%96,659CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$3.4M0.01%35,000CommonSOLE
150870103CECELANESE CORP DEL$3.4M0.01%25,000PUTSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$3.3M0.01%88,429CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.3M0.01%11,000CommonSOLE
G6004G126MACIUMELAR ACQUISITION CORP. I$3.3M0.01%325,000CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3.3M0.01%24,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.2M0.01%50,000CALLSOLE

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.