MondegarAI
Hudson Bay Capital Management LP

Q4 2024 · 13F-HR

Hudson Bay Capital Management LPholdings as filed

Filed 2025-02-14 · accession 0002033916-25-000027

$28.43B
Reported value
906
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 906

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.21B4.25%9,005,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$1.16B4.09%8,649,417CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$782.9M2.75%1,335,900PUTSOLE
88160R101TSLATESLA INC$648.2M2.28%1,605,000PUTSOLE
023135106AMZNAMAZON COM INC$620.9M2.18%2,830,000PUTSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$577.8M2.03%124,686,000CommonSOLE
023135106AMZNAMAZON COM INC$537.8M1.89%2,451,168CommonSOLE
594918104MSFTMICROSOFT CORP$526.7M1.85%1,249,492CommonSOLE
037833100AAPLAPPLE INC$514.9M1.81%2,056,180CommonSOLE
46090E103QQQINVESCO QQQ TR$421.5M1.48%824,500PUTSOLE
88160R101TSLATESLA INC$413.1M1.45%1,023,015CommonSOLE
037833100AAPLAPPLE INC$406.9M1.43%1,625,000PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$350.3M1.23%2,900,000PUTSOLE
649445400FLGFLAGSTAR FINANCIAL INC$348.0M1.22%37,302,287CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$324.8M1.14%113,473,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$324.1M1.14%2,683,056CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$303.7M1.07%302,387,000CommonSOLE
88160R101TSLATESLA INC$296.3M1.04%733,800CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$272.0M0.96%600,000PUTSOLE
532457108LLYELI LILLY & CO$247.0M0.87%320,000PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$233.8M0.82%515,794CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$223.1M0.78%440,963CommonSOLE
42809H107HESHESS CORP$219.8M0.77%1,652,543CommonSOLE
30303M102METAMETA PLATFORMS INC$216.6M0.76%370,000PUTSOLE
464287242LQDISHARES TR$213.7M0.75%2,000,000CommonSOLE
532457108LLYELI LILLY & CO$206.5M0.73%267,429CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$201.3M0.71%1,019,312CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$199.8M0.70%395,000PUTSOLE
30231G102XOMEXXON MOBIL CORP$195.0M0.69%1,813,200PUTSOLE
594918104MSFTMICROSOFT CORP$193.9M0.68%460,000PUTSOLE
256746108DLTRDOLLAR TREE INC$187.3M0.66%2,500,000PUTSOLE
042068205ARMARM HOLDINGS PLC$185.0M0.65%1,500,000PUTSOLE
097023105BABOEING CO$182.3M0.64%1,030,000PUTSOLE
594972408MSTRMICROSTRATEGY INC$177.1M0.62%611,494CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$173.8M0.61%700,000PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$173.8M0.61%880,000PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$172.4M0.61%694,400CommonSOLE
464287655IWMISHARES TR$171.2M0.60%775,000PUTSOLE
256746108DLTRDOLLAR TREE INC$168.6M0.59%2,250,011CommonSOLE
594972408MSTRMICROSTRATEGY INC$166.5M0.59%575,000PUTSOLE
893830BW8TRANSOCEAN INC$163.4M0.57%120,466,000CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$153.7M0.54%141,500,000CommonSOLE
042068205ARMARM HOLDINGS PLC$148.0M0.52%1,200,000CommonSOLE
191216100KOCOCA COLA CO$125.9M0.44%2,021,699CommonSOLE
882508104TXNTEXAS INSTRS INC$124.7M0.44%665,053CommonSOLE
893830BT5TRANSOCEAN INC$120.8M0.43%114,057,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$119.5M0.42%1,400,059CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$119.5M0.42%1,400,000PUTSOLE
30231G102XOMEXXON MOBIL CORP$118.4M0.42%1,100,889CommonSOLE
29444U700EQIXEQUINIX INC$117.9M0.41%125,005CommonSOLE
29444U700EQIXEQUINIX INC$117.9M0.41%125,000PUTSOLE
191216100KOCOCA COLA CO$115.2M0.41%1,850,000PUTSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$115.0M0.40%109,340,000CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$113.2M0.40%4,110,100CommonSOLE
60937P106MDBMONGODB INC$109.1M0.38%468,693CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$108.5M0.38%1,280,000PUTSOLE
60937P106MDBMONGODB INC$107.1M0.38%460,000PUTSOLE
48203R104JNPJUNIPER NETWORKS INC$105.3M0.37%2,811,005CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$103.8M0.37%1,350,029CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$103.8M0.37%1,350,000PUTSOLE
02079K305GOOGLALPHABET INC$103.6M0.36%547,487CommonSOLE
806407102HSICHENRY SCHEIN INC$101.4M0.36%1,465,007CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$99.2M0.35%290,000PUTSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$97.7M0.34%95,500,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$94.2M0.33%428,553CommonSOLE
92189F676SMHVANECK ETF TRUST$90.2M0.32%372,500CALLSOLE
254687106DISDISNEY WALT CO$89.1M0.31%800,106CommonSOLE
254687106DISDISNEY WALT CO$89.1M0.31%800,000PUTSOLE
75513E101RTXRTX CORPORATION$87.7M0.31%757,800PUTSOLE
882508104TXNTEXAS INSTRS INC$87.2M0.31%465,000PUTSOLE
00827B106AFRMAFFIRM HLDGS INC$86.9M0.31%1,427,745CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$85.3M0.30%330,223CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$85.3M0.30%1,400,000PUTSOLE
02079K305GOOGLALPHABET INC$85.2M0.30%450,000CALLSOLE
060505104BACBANK AMERICA CORP$84.6M0.30%1,924,260CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$84.4M0.30%473,282CommonSOLE
713448108PEPPEPSICO INC$83.6M0.29%550,080CommonSOLE
75513E101RTXRTX CORPORATION$83.0M0.29%717,637CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$81.6M0.29%84,678,000CommonSOLE
487836108KKELLANOVA$81.0M0.28%1,000,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$77.9M0.27%31,000,000CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$77.5M0.27%300,000PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$75.3M0.26%1,247,585CommonSOLE
770700102HOODROBINHOOD MKTS INC$74.5M0.26%2,000,000PUTSOLE
770700102HOODROBINHOOD MKTS INC$74.5M0.26%2,000,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$72.5M0.26%861,334CommonSOLE
87612E106TGTTARGET CORP$72.1M0.25%533,427CommonSOLE
87612E106TGTTARGET CORP$72.1M0.25%533,400PUTSOLE
595112103MUMICRON TECHNOLOGY INC$71.5M0.25%850,000PUTSOLE
92556H2060VVBPARAMOUNT GLOBAL$69.0M0.24%6,601,039CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$68.8M0.24%1,140,000PUTSOLE
55354G100MSCIMSCI INC$66.1M0.23%110,114CommonSOLE
747525103QCOMQUALCOMM INC$65.7M0.23%428,000PUTSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$65.4M0.23%67,704,000CommonSOLE
92189F676SMHVANECK ETF TRUST$65.4M0.23%270,000PUTSOLE
747525103QCOMQUALCOMM INC$63.5M0.22%413,540CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63.1M0.22%1,100,031CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63.1M0.22%1,100,000PUTSOLE
037833100AAPLAPPLE INC$62.6M0.22%250,000CALLSOLE
023135106AMZNAMAZON COM INC$62.5M0.22%285,000CALLSOLE
25809K105DASHDOORDASH INC$62.1M0.22%370,330CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$61.0M0.21%2,000,000PUTSOLE
50212V100LPLALPL FINL HLDGS INC$60.7M0.21%185,935CommonSOLE
097023105BABOEING CO$60.4M0.21%341,383CommonSOLE
580135101MCDMCDONALDS CORP$59.7M0.21%205,839CommonSOLE
78464A698KRESPDR SER TR$59.1M0.21%979,716CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$59.0M0.21%55,640,960CommonSOLE
25809K105DASHDOORDASH INC$58.7M0.21%350,000PUTSOLE
81762P102NOWSERVICENOW INC$57.8M0.20%54,564CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$57.2M0.20%260,000PUTSOLE
717081103PFEPFIZER INC$55.7M0.20%2,100,331CommonSOLE
N07059210ASMLASML HOLDING N V$55.4M0.20%80,000PUTSOLE
670100205NVONOVO-NORDISK A S$55.2M0.19%642,000CommonSOLE
58933Y105MRKMERCK & CO INC$53.7M0.19%540,000PUTSOLE
N07059210ASMLASML HOLDING N V$53.3M0.19%76,837CommonSOLE
713448108PEPPEPSICO INC$53.2M0.19%350,000PUTSOLE
254709108DFSEURDISCOVER FINL SVCS$53.1M0.19%306,398CommonSOLE
717081103PFEPFIZER INC$53.1M0.19%2,000,000PUTSOLE
81762P102NOWSERVICENOW INC$53.0M0.19%50,000PUTSOLE
09260D107BXBLACKSTONE INC$51.7M0.18%300,000PUTSOLE
550021109LULULULULEMON ATHLETICA INC$51.6M0.18%135,006CommonSOLE
550021109LULULULULEMON ATHLETICA INC$51.6M0.18%135,000PUTSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$51.6M0.18%41,571,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$51.2M0.18%117,758CommonSOLE
458140100INTCINTEL CORP$51.0M0.18%2,545,249CommonSOLE
464287655IWMISHARES TR$50.8M0.18%230,000CommonSOLE
580135101MCDMCDONALDS CORP$50.7M0.18%175,000PUTSOLE
458140100INTCINTEL CORP$50.1M0.18%2,500,000PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$49.7M0.17%10,000PUTSOLE
58733R102MELIMERCADOLIBRE INC$49.3M0.17%29,000PUTSOLE
86614U1007SUSUMMIT MATLS INC$49.2M0.17%971,443CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$48.6M0.17%52,156,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$48.4M0.17%23,397,000CommonSOLE
060505104BACBANK AMERICA CORP$48.3M0.17%1,100,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$48.3M0.17%1,000,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$48.3M0.17%1,000,000CommonSOLE
65473P105NINISOURCE INC$48.2M0.17%1,310,706CommonSOLE
437076102HDHOME DEPOT INC$47.8M0.17%123,000PUTSOLE
02079K305GOOGLALPHABET INC$47.3M0.17%250,000PUTSOLE
670100205NVONOVO-NORDISK A S$47.3M0.17%550,000PUTSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$46.8M0.16%1,680,482CommonSOLE
437076102HDHOME DEPOT INC$46.7M0.16%120,058CommonSOLE
72352L106PINSPINTEREST INC$46.4M0.16%1,600,000PUTSOLE
229663109CUBECUBESMART$45.8M0.16%1,068,965CommonSOLE
097023105BABOEING CO$44.3M0.16%250,000CALLSOLE
222795502CUZCOUSINS PPTYS INC$43.9M0.15%1,433,818CommonSOLE
90384S303ULTAULTA BEAUTY INC$43.5M0.15%100,000PUTSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$43.3M0.15%45,913,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$43.2M0.15%126,395CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$42.4M0.15%500,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$41.3M0.15%46,000,000CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$41.0M0.14%43,236,000CommonSOLE
337932107FEFIRSTENERGY CORP$41.0M0.14%1,030,562CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$39.6M0.14%165,000PUTSOLE
438516106HONHONEYWELL INTL INC$39.5M0.14%175,038CommonSOLE
438516106HONHONEYWELL INTL INC$39.5M0.14%175,000PUTSOLE
679295105OKTAOKTA INC$39.4M0.14%500,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$39.1M0.14%23,000CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$38.8M0.14%901,499CommonSOLE
91704F104UEURBAN EDGE PPTYS$38.7M0.14%1,800,970CommonSOLE
69331C108PCGPG&E CORP$38.2M0.13%1,895,389CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$38.2M0.13%720,300CALLSOLE
20854L908CONSOL ENERGY INC NEW$37.9M0.13%355,344CALLSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$37.1M0.13%45,103,000CommonSOLE
09062X103BIIBBIOGEN INC$36.9M0.13%241,008CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$36.8M0.13%75,800PUTSOLE
855244109SBUXSTARBUCKS CORP$36.6M0.13%400,900PUTSOLE
98389B100XELXCEL ENERGY INC$36.5M0.13%540,138CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$36.4M0.13%200,036CommonSOLE
023608102AEEAMEREN CORP$35.8M0.13%401,390CommonSOLE
004239109AKRACADIA RLTY TR$35.8M0.13%1,480,402CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$35.2M0.12%7,087CommonSOLE
172967424CCITIGROUP INC$35.2M0.12%500,011CommonSOLE
G29183103ETNEATON CORP PLC$33.2M0.12%100,023CommonSOLE
G29183103ETNEATON CORP PLC$33.2M0.12%100,000PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$32.6M0.11%615,155CommonSOLE
03662Q105AKXANSYS INC$32.6M0.11%96,505CommonSOLE
038222105AMATAPPLIED MATLS INC$32.5M0.11%200,048CommonSOLE
704551100BTUPEABODY ENERGY CORP$32.3M0.11%1,543,915CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$32.1M0.11%36,060,000CommonSOLE
30303M102METAMETA PLATFORMS INC$32.0M0.11%54,592CommonSOLE
72352L106PINSPINTEREST INC$31.9M0.11%1,100,000CALLSOLE
277276101EGPEASTGROUP PPTYS INC$31.7M0.11%197,562CommonSOLE
252131107DXCMDEXCOM INC$31.1M0.11%400,023CommonSOLE
532457108LLYELI LILLY & CO$30.9M0.11%40,000CALLSOLE
92189F106GDXVANECK ETF TRUST$30.5M0.11%900,000PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$30.5M0.11%1,000,029CommonSOLE
464287184FXIISHARES TR$30.4M0.11%1,000,000CALLSOLE
252131107DXCMDEXCOM INC$30.3M0.11%390,000PUTSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$30.2M0.11%460,000CommonSOLE
78464A698KRESPDR SER TR$30.2M0.11%500,000CALLSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$30.1M0.11%1,057,608CommonSOLE
055622104BPBP PLC$29.6M0.10%1,000,000CommonSOLE
49803T300KRGKITE RLTY GROUP TR$28.8M0.10%1,141,876CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$28.7M0.10%821,200CommonSOLE
929042109VNOVORNADO RLTY TR$28.7M0.10%681,526CommonSOLE
64110L106NFLXNETFLIX INC$28.5M0.10%32,000PUTSOLE
29786A106ETSYETSY INC$28.5M0.10%538,668CommonSOLE
69351T106PPLPPL CORP$28.3M0.10%871,383CommonSOLE
31428X106FDXFEDEX CORP$28.1M0.10%100,000CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$28.1M0.10%47,984CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$28.1M0.10%500,000CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$27.8M0.10%1,594,300PUTSOLE
931142103WMTWALMART INC$27.6M0.10%305,985CommonSOLE
594918104MSFTMICROSOFT CORP$27.4M0.10%65,000CALLSOLE
539830109LMTLOCKHEED MARTIN CORP$27.2M0.10%56,076CommonSOLE
931142103WMTWALMART INC$27.1M0.10%300,000PUTSOLE
478160104JNJJOHNSON & JOHNSON$26.8M0.09%185,140CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$26.5M0.09%500,000PUTSOLE
336433107FSLRFIRST SOLAR INC$26.4M0.09%150,000PUTSOLE
29364G103ETRENTERGY CORP NEW$26.3M0.09%347,128CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$26.2M0.09%964,420CommonSOLE
008492100ADCAGREE RLTY CORP$25.5M0.09%362,349CommonSOLE
03945R102ACHRARCHER AVIATION INC$25.4M0.09%2,602,510CommonSOLE
31428X106FDXFEDEX CORP$25.3M0.09%90,000PUTSOLE
056752108BIDUBAIDU INC$25.3M0.09%300,000CommonSOLE
056752108BIDUBAIDU INC$25.3M0.09%300,000PUTSOLE
58933Y105MRKMERCK & CO INC$25.1M0.09%252,648CommonSOLE
79466L302CRMSALESFORCE INC$25.1M0.09%75,000CALLSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$25.0M0.09%374,683CommonSOLE
G3265R107APTVAPTIV PLC$24.9M0.09%412,324CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$24.8M0.09%70,319CommonSOLE
83200N103SMARGBPSMARTSHEET INC$24.6M0.09%439,041CommonSOLE
949746101WMT2WELLS FARGO CO NEW$24.1M0.08%342,535CommonSOLE
11135F101AVGOBROADCOM INC$23.2M0.08%100,272CommonSOLE
60938K304MONEYLION INC$23.2M0.08%270,033CommonSOLE
46090E103QQQINVESCO QQQ TR$23.2M0.08%45,400CALLSOLE
11135F101AVGOBROADCOM INC$23.2M0.08%100,000PUTSOLE
655844108NSCNORFOLK SOUTHN CORP$23.0M0.08%97,919CommonSOLE
64110L106NFLXNETFLIX INC$22.7M0.08%25,500CALLSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$22.3M0.08%4,350,200CommonSOLE
021369103ALTREURALTAIR ENGR INC$22.1M0.08%202,091CommonSOLE
922908553VNQVANGUARD INDEX FDS$21.8M0.08%245,000CommonSOLE
31428X106FDXFEDEX CORP$21.7M0.08%77,215CommonSOLE
833445109SNOWSNOWFLAKE INC$21.6M0.08%140,000PUTSOLE
172967424CCITIGROUP INC$21.1M0.07%299,900PUTSOLE
046353108AZNNASTRAZENECA PLC$21.0M0.07%320,000CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN$20.9M0.07%2,281,624CommonSOLE
60770K107MRNAMODERNA INC$20.8M0.07%500,019CommonSOLE
60770K107MRNAMODERNA INC$20.8M0.07%500,000PUTSOLE
871607107SNPSSYNOPSYS INC$20.4M0.07%42,008CommonSOLE
00724F101ADBEADOBE INC$20.3M0.07%45,600PUTSOLE
018802108LNTALLIANT ENERGY CORP$19.9M0.07%335,689CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$19.6M0.07%833,334CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$19.5M0.07%78,121CommonSOLE
297178105ESSESSEX PPTY TR INC$19.4M0.07%68,041CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$19.4M0.07%300,000CommonSOLE
64119V303NTSTNETSTREIT CORP$18.9M0.07%1,338,746CommonSOLE
69349H107TXNMTXNM ENERGY INC$18.9M0.07%385,259CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$18.5M0.07%532,999CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$18.5M0.06%200,062CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$18.4M0.06%200,000PUTSOLE
78440X887SLGSL GREEN RLTY CORP$18.1M0.06%267,070CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$17.9M0.06%142,101CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$17.9M0.06%20,000,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$17.8M0.06%28,007CommonSOLE
049468101TEAMATLASSIAN CORPORATION$17.8M0.06%73,004CommonSOLE
30034W106EVRGEVERGY INC$17.6M0.06%285,689CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$17.5M0.06%117,557CommonSOLE
464287432TLTISHARES TR$17.5M0.06%200,000CALLSOLE
053484101AVBAVALONBAY CMNTYS INC$17.1M0.06%77,911CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$17.1M0.06%812,500CALLSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$17.0M0.06%96,550CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$17.0M0.06%839,518CommonSOLE
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313745101FRTFEDERAL RLTY INVT TR NEW$16.5M0.06%147,598CommonSOLE
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40415F101HDBHDFC BANK LTD$16.0M0.06%250,000CommonSOLE
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778296103ROSTROSS STORES INC$15.7M0.06%103,799CommonSOLE
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36315X101LKFTGALAPAGOS NV$15.2M0.05%554,300CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$15.2M0.05%197,436CommonSOLE
337738108FISVFISERV INC$15.2M0.05%73,868CommonSOLE
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125896100CMSCMS ENERGY CORP$14.9M0.05%223,967CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$14.9M0.05%850,456CommonSOLE
02156K103OPTUALTICE USA INC$14.9M0.05%6,175,486CommonSOLE
G4R103107GSR III ACQUISITION CORP$14.8M0.05%1,500,000CommonSOLE
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62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$14.7M0.05%14,000,000CommonSOLE
457669307INSMINSMED INC$14.5M0.05%210,000CommonSOLE
090040106BILIBILIBILI INC$14.5M0.05%800,000CommonSOLE
090040106BILIBILIBILI INC$14.5M0.05%800,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$14.5M0.05%75,023CommonSOLE
91529Y106UNMUNUM GROUP$14.5M0.05%198,000CommonSOLE
G01558108ALDFALDEL FINL II INC$14.4M0.05%1,450,000CommonSOLE
670837103OGEOGE ENERGY CORP$14.3M0.05%347,426CommonSOLE
92840M102VSTVISTRA CORP$14.3M0.05%103,698CommonSOLE
92939U106WECWEC ENERGY GROUP INC$14.1M0.05%150,424CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$14.1M0.05%15,000,000CommonSOLE
47215P106JDJD.COM INC$13.9M0.05%400,000PUTSOLE
594972408MSTRMICROSTRATEGY INC$13.8M0.05%47,500CALLSOLE
907818108UNPUNION PAC CORP$13.7M0.05%60,035CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$13.6M0.05%636,002CommonSOLE
78464A870XBISPDR SER TR$13.5M0.05%150,000CALLSOLE
78464A870XBISPDR SER TR$13.5M0.05%150,000PUTSOLE
855244109SBUXSTARBUCKS CORP$13.4M0.05%147,132CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$13.4M0.05%252,708CommonSOLE
011659109ALKALASKA AIR GROUP INC$13.3M0.05%205,927CommonSOLE
34354P105FLSFLOWSERVE CORP$13.3M0.05%231,220CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$13.3M0.05%168,454CommonSOLE
88579Y101MMM3M CO$13.1M0.05%101,143CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$13.0M0.05%2,500,558CommonSOLE
189054109CLXCLOROX CO DEL$13.0M0.05%79,857CommonSOLE
75513E101RTXRTX CORPORATION$12.9M0.05%111,900CALLSOLE
00130H105AESAES CORP$12.9M0.05%1,000,000PUTSOLE
363576109AJGGALLAGHER ARTHUR J & CO$12.8M0.04%45,012CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$12.6M0.04%150,000CALLSOLE
020002101ALLALLSTATE CORP$12.5M0.04%65,015CommonSOLE
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00214Q104ARKKARK ETF TR$12.4M0.04%218,000CALLSOLE
68389X105ORCLORACLE CORP$12.4M0.04%74,151CommonSOLE
26969P108EXPEAGLE MATLS INC$12.3M0.04%50,000CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$12.0M0.04%320,793CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$12.0M0.04%400,000CommonSOLE
G39108108GTESGATES INDL CORP PLC$11.9M0.04%580,929CommonSOLE
868873100SU6SURMODICS INC$11.9M0.04%300,000CommonSOLE
45073V108ITTITT INC$11.9M0.04%83,000CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11.9M0.04%45,000PUTSOLE
615369105MCOMOODYS CORP$11.8M0.04%25,009CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$11.8M0.04%555,767CommonSOLE
92189F106GDXVANECK ETF TRUST$11.7M0.04%346,378CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$11.7M0.04%920,108CommonSOLE
34959J108FTVFORTIVE CORP$11.6M0.04%155,066CommonSOLE
929160109VMCVULCAN MATLS CO$11.6M0.04%45,007CommonSOLE
30050B101EVHEVOLENT HEALTH INC$11.4M0.04%1,013,267CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$11.4M0.04%134,615CommonSOLE
443510607HUBBHUBBELL INC$11.3M0.04%27,003CommonSOLE
372303206GMABGENMAB A/S$11.3M0.04%540,000CommonSOLE
103304101BYDBOYD GAMING CORP$11.3M0.04%155,202CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$11.1M0.04%153,898CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$11.1M0.04%37,000CALLSOLE
00724F101ADBEADOBE INC$11.1M0.04%25,000CALLSOLE
01741R102ATIATI INC$11.1M0.04%201,613CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$11.0M0.04%345,000CommonSOLE
30161N101EXCEXELON CORP$11.0M0.04%292,213CommonSOLE
166764100CVXCHEVRON CORP NEW$10.9M0.04%75,099CommonSOLE
89400J107TRUTRANSUNION$10.8M0.04%116,850CommonSOLE
369550108GDGENERAL DYNAMICS CORP$10.8M0.04%41,031CommonSOLE
857477103STTSTATE STR CORP$10.8M0.04%110,017CommonSOLE
281020107EIXEDISON INTL$10.8M0.04%134,947CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$10.8M0.04%140,043CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$10.7M0.04%119,183CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10.7M0.04%15,006CommonSOLE
G7S00T104PNRPENTAIR PLC$10.7M0.04%106,134CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$10.6M0.04%60,000CommonSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$10.6M0.04%11,014,000CommonSOLE
91879Q109MTNVAIL RESORTS INC$10.5M0.04%55,816CommonSOLE
48251W104KKRKKR & CO INC$10.4M0.04%70,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$10.3M0.04%36,893CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$10.2M0.04%300,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$10.2M0.04%71,097CommonSOLE
375558103GILDGILEAD SCIENCES INC$10.2M0.04%110,000PUTSOLE
243537107DECKDECKERS OUTDOOR CORP$10.2M0.04%50,000PUTSOLE
79466L302CRMSALESFORCE INC$10.0M0.04%29,779CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$9.8M0.03%207,159CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9.8M0.03%600,085CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9.7M0.03%20,000CALLSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$9.6M0.03%325,300CommonSOLE
842587107SOSOUTHERN CO$9.6M0.03%116,137CommonSOLE
G4992A201JACS/UJACKSON ACQUISITION CO II$9.6M0.03%950,000CommonSOLE
316773100FITBFIFTH THIRD BANCORP$9.5M0.03%225,039CommonSOLE
30303M102METAMETA PLATFORMS INC$9.5M0.03%16,200CALLSOLE
37954A204GMREUSDGLOBAL MED REIT INC$9.5M0.03%1,225,089CommonSOLE
464287432TLTISHARES TR$9.4M0.03%107,973CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.4M0.03%235,599CommonSOLE
98983V106ZUOUSDZUORA INC$9.4M0.03%948,577CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9.4M0.03%400,053CommonSOLE
49446R109KIMKIMCO RLTY CORP$9.4M0.03%400,039CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$9.3M0.03%125,000CommonSOLE
887389104TKRTIMKEN CO$9.3M0.03%130,500CommonSOLE
670100205NVONOVO-NORDISK A S$9.2M0.03%107,200CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$9.2M0.03%121,000CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9.1M0.03%80,008CommonSOLE
023436108AMEDAMEDISYS INC$9.1M0.03%100,000CALLSOLE
74758T303QLYSQUALYS INC$9.1M0.03%64,664CommonSOLE
336433107FSLRFIRST SOLAR INC$8.8M0.03%50,006CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.7M0.03%65,000CALLSOLE
237194105DRIDARDEN RESTAURANTS INC$8.7M0.03%46,550CommonSOLE
85423L103SAROSTANDARDAERO INC$8.7M0.03%350,000CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$8.6M0.03%88,628CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$8.6M0.03%100,000CALLSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8.5M0.03%115,000CALLSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$8.5M0.03%84,020CommonSOLE
16679L109CHWYCHEWY INC$8.5M0.03%252,781CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$8.4M0.03%300,000CommonSOLE
928881101VNTVONTIER CORPORATION$8.3M0.03%227,519CommonSOLE
443320106HUBGHUB GROUP INC$8.3M0.03%185,828CommonSOLE
92840M102VSTVISTRA CORP$8.3M0.03%60,000PUTSOLE
655664100JWNUSDNORDSTROM INC$8.3M0.03%342,217CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$8.3M0.03%50,000CommonSOLE
00724F101ADBEADOBE INC$8.1M0.03%18,210CommonSOLE
92243G108PCVXVAXCYTE INC$8.1M0.03%98,739CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$8.0M0.03%180,614CommonSOLE
819047101SHAKSHAKE SHACK INC$8.0M0.03%61,572CommonSOLE
501044101KRKROGER CO$8.0M0.03%130,403CommonSOLE
579780206MKCMCCORMICK & CO INC$7.9M0.03%104,026CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$7.9M0.03%65,000CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$7.9M0.03%190,600PUTSOLE
59522J103MAAMID-AMER APT CMNTYS INC$7.9M0.03%50,853CommonSOLE
37045V100GMGENERAL MTRS CO$7.8M0.03%147,165CommonSOLE
45667G103INFNEURINFINERA CORP$7.8M0.03%1,100,000CommonSOLE
009158106APDAIR PRODS & CHEMS INC$7.8M0.03%27,012CommonSOLE
580135101MCDMCDONALDS CORP$7.8M0.03%27,000CALLSOLE
349853101FWRDUSDFORWARD AIR CORP$7.8M0.03%241,423CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$7.7M0.03%275,042CommonSOLE
G6439S125NTWOUNEWBURY STR II ACQUISITION C$7.7M0.03%774,149CommonSOLE
G32901111FACTUFACT II ACQUISITION CORP$7.7M0.03%775,000CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$7.6M0.03%49,000CommonSOLE
654106103NKENIKE INC$7.6M0.03%100,000PUTSOLE
146229109CRICARTERS INC$7.6M0.03%139,451CommonSOLE
G9675P128WLACUWILLOW LANE ACQUISITION CORP$7.5M0.03%750,000CommonSOLE
N00985106AERAERCAP HOLDINGS NV$7.5M0.03%78,000CommonSOLE
78709Y105SAIASAIA INC$7.5M0.03%16,359CommonSOLE
F21107101CSTMCONSTELLIUM SE$7.4M0.03%723,516CommonSOLE
448579102HHYATT HOTELS CORP$7.4M0.03%47,224CommonSOLE
013872106AAALCOA CORP$7.4M0.03%195,000CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$7.3M0.03%72,327CommonSOLE
64110L106NFLXNETFLIX INC$7.3M0.03%8,232CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$7.3M0.03%368,038CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$7.0M0.02%250,000CALLSOLE
G6301B119MLACUMOUNTAIN LAKE ACQUISITION CO$7.0M0.02%700,000CommonSOLE
421298100HAYWHAYWARD HLDGS INC$6.9M0.02%454,486CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$6.9M0.02%14,948CommonSOLE
45337C102INCYINCYTE CORP$6.9M0.02%100,000CALLSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR$6.9M0.02%692,000CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$6.8M0.02%29,897CommonSOLE
464287192IYTISHARES TR$6.8M0.02%100,000PUTSOLE
773122106ROCKET LAB USA INC$6.7M0.02%264,000CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.7M0.02%28,036CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$6.7M0.02%39,193CommonSOLE
G5451A103LEGTLEGATO MERGER CORP III$6.7M0.02%650,000CommonSOLE
855244109SBUXSTARBUCKS CORP$6.7M0.02%73,000CALLSOLE
23282W605CYTKCYTOKINETICS INC$6.6M0.02%141,269CommonSOLE
816851109SRESEMPRA$6.6M0.02%75,536CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.6M0.02%109,633CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$6.6M0.02%202,500CommonSOLE
227046109CROXCROCS INC$6.5M0.02%59,751CommonSOLE
14174T107CTRECARETRUST REIT INC$6.5M0.02%241,595CommonSOLE
G9008W121TDACUTRANSLATIONAL DEV ACQUISITIO$6.5M0.02%650,000CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$6.5M0.02%100,023CommonSOLE
165167172EXEEZEXPAND ENERGY CORPORATION$6.4M0.02%71,435CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$6.4M0.02%499,700CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$6.4M0.02%382,032CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$6.3M0.02%80,000CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6.3M0.02%20,005CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$6.2M0.02%849,873CommonSOLE
G21301109CCIXCHURCHILL CAPITAL CORP IX$6.2M0.02%599,487CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$6.2M0.02%80,686CommonSOLE
983134107WYNNWYNN RESORTS LTD$6.1M0.02%70,783CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$6.1M0.02%179,400CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$6.1M0.02%14,400CommonSOLE
87422Q109TLNTALEN ENERGY CORP$6.0M0.02%30,000CommonSOLE
17275R102CSCOCISCO SYS INC$6.0M0.02%101,672CommonSOLE
418100103HCP2EURHASHICORP INC$6.0M0.02%175,000CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$6.0M0.02%32,026CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$6.0M0.02%512,300CommonSOLE
013091103ACIALBERTSONS COS INC$5.9M0.02%300,000CALLSOLE
457669307INSMINSMED INC$5.9M0.02%85,000PUTSOLE
37940X102GPNGLOBAL PMTS INC$5.9M0.02%52,298CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$5.9M0.02%335,959CommonSOLE
693656100PVHPVH CORPORATION$5.8M0.02%55,064CommonSOLE
830566105SKAASKECHERS U S A INC$5.8M0.02%86,313CommonSOLE
58933Y105MRKMERCK & CO INC$5.8M0.02%58,000CALLSOLE
03937C105ARCBARCBEST CORP$5.7M0.02%61,147CommonSOLE
070830104BBWIBATH & BODY WORKS INC$5.7M0.02%146,272CommonSOLE
904767704UNILEVER PLC$5.7M0.02%100,000CALLSOLE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$5.6M0.02%102,623CommonSOLE
046353108AZNNASTRAZENECA PLC$5.6M0.02%85,200CALLSOLE
231021106CMICUMMINS INC$5.6M0.02%16,008CommonSOLE
71880K101PHINPHINIA INC$5.5M0.02%115,000CommonSOLE
773122106ROCKET LAB USA INC$5.5M0.02%216,486CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$5.5M0.02%38,732CommonSOLE
G2853N106DTSQDT CLOUD STAR ACQUISITION CO$5.5M0.02%546,000CommonSOLE
G33033104KDKARES ACQUISITION CORP II$5.5M0.02%500,000CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$5.5M0.02%375,485CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$5.4M0.02%65,049CommonSOLE
55616P104MMACYS INC$5.4M0.02%316,974CommonSOLE
00287Y109ABBVABBVIE INC$5.3M0.02%30,103CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$5.3M0.02%38,526CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5.3M0.02%20,000CALLSOLE
688239201OSKOSHKOSH CORP$5.3M0.02%55,388CommonSOLE
05329W102ANAUTONATION INC$5.3M0.02%31,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$5.2M0.02%46,000CommonSOLE
55616P104MMACYS INC$5.1M0.02%300,000CALLSOLE
30034T103G2CEVERI HLDGS INC$5.1M0.02%374,464CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$5.0M0.02%195,590CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$5.0M0.02%125,000CALLSOLE
25754A201DPZDOMINOS PIZZA INC$5.0M0.02%11,981CommonSOLE

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.