MondegarAI
T3 Companies, LLC

Q4 2025 · 13F-HR

T3 Companies, LLCholdings as filed

Filed 2026-02-11 · accession 0002052441-26-000001

$80.5M
Reported value
199
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · T3 Companies, LLC · Q4 2025

AI · grounded in 13F

T3 Companies, LLC established a new position in FCRS valued at $10.3M. The fund also initiated new stakes in IBIT for $7.1M and LQDA for $6.1M. Other new additions include NWAX/U and AEXA. The fund ended the period with 176 positions and total AUM of $80.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3730U107FCRSFUTURECREST ACQUISITION CORP$10.3M12.8%1,020,148CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$7.1M8.84%143,335CommonNONE
53635D202LQDALIQUIDIA CORPORATION$6.1M7.56%176,401CommonNONE
023634207NWAX/UNEW AMER ACQUISITION I CORP$4.2M5.26%407,054CommonNONE
G0273J101AEXAAMERICAN EXCEPTIONALISM ACQU$3.5M4.29%303,639CommonNONE
550021109LULULULULEMON ATHLETICA INC$3.1M3.90%15,096CommonNONE
78463V107GLDSPDR GOLD TR$2.2M2.68%5,437CommonNONE
15677J108DAYDAYFORCE INC$2.1M2.65%30,900CommonNONE
77664L207ROOTROOT INC$1.9M2.31%25,800CommonNONE
002205102AZA2Z CUST2MATE SOLUTIONS CORP$1.1M1.38%170,900CommonNONE
500767678KRBNKRANESHARES TRUST$1.1M1.38%31,334CommonNONE
46428Q109SLVISHARES SILVER TR$988,9111.23%15,351CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$966,9631.20%1,418CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$920,0401.14%74,800CommonNONE
36166F100GBFHGBANK FINL HLDGS INC$887,9181.10%26,200CommonNONE
G1169T104MRLNINFLECTION POINT ACQUISITION$880,1121.09%82,100CommonNONE
78574H104SOCSABLE OFFSHORE CORP$864,7471.07%95,870CommonNONE
88160R101TSLATESLA INC$840,9761.04%1,870CommonNONE
G24979109CHACCRANE HBR ACQUISITION CORP$784,2070.97%72,814CommonNONE
G3730V105FTAIFTAI AVIATION LTD$746,8490.93%3,794CommonNONE
68236H204ONDSONDAS HLDGS INC$743,7120.92%76,200CommonNONE
68236X100TOITHE ONCOLOGY INSTITUTE INC$715,9160.89%201,100CommonNONE
879433829TDSTELEPHONE & DATA SYS INC$714,8760.89%17,436CommonNONE
12673Q103CFNDC1 FD INC$702,6160.87%143,391CommonNONE
67066G104NVDANVIDIA CORPORATION$665,0590.83%3,566CommonNONE
98954M200ZZILLOW GROUP INC$641,2680.80%9,400CommonNONE
98585N106YEXTYEXT INC$623,8440.77%77,400CommonNONE
87652V109TASKTASKUS INC$607,1850.75%51,500CommonNONE
36467W109GMEGAMESTOP CORP NEW$601,8780.75%29,974CommonNONE
G9124M106TRSGTUNGRAY TECHNOLOGIES INC$557,2700.69%499,122CommonNONE
92941V308VYNEVYNE THERAPEUTICS INC$548,1950.68%945,000CommonNONE
92189F106GDXVANECK ETF TRUST$548,1560.68%6,391CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$509,6060.63%18,770CommonNONE
74347X864UPROPROSHARES TR$494,0640.61%4,268CommonNONE
023135106AMZNAMAZON COM INC$470,6420.58%2,039CommonNONE
G1828S109CEPVCANTOR EQUITY PARTNERS V INC$457,1500.57%44,600CommonNONE
171757206CDTXCIDARA THERAPEUTICS INC$455,6960.57%2,063CommonNONE
76169C100REXRREXFORD INDL RLTY INC$445,2800.55%11,500CommonNONE
74347X831TQQQPROSHARES TR$443,3220.55%8,409CommonNONE
30303M102METAMETA PLATFORMS INC$436,3190.54%661CommonNONE
18467V109YOUCLEAR SECURE INC$424,4680.53%12,100CommonNONE
65345N106NNNEXTNAV INC$420,9920.52%25,300CommonNONE
316841105FIGFIGMA INC$397,2430.49%10,630CommonNONE
594972408MSTRSTRATEGY INC$387,9280.48%2,553CommonNONE
74319B502PROFPROFOUND MED CORP$377,7600.47%48,000CommonNONE
88339J105TTDTHE TRADE DESK INC$359,8610.45%9,480CommonNONE
337738108FISVFISERV INC$349,7540.43%5,207CommonNONE
30068X103XGNEXAGEN INC$346,5600.43%57,000CommonNONE
Q6297L120MOBMOBILICOM LTD$342,8200.43%56,200CommonNONE
366651107ITGARTNER INC$330,7390.41%1,311CommonNONE
92864V608EMPDEMPERY DIGITAL INC$308,6990.38%67,623CommonNONE
02079K107GOOGALPHABET INC$307,5240.38%980CommonNONE
81619Q105SEMSELECT MED HLDGS CORP$305,9100.38%20,600CommonNONE
46428Q109SLVISHARES SILVER TR$300,0140.37%124,000PUTNONE
N44821101IFRXINFLARX NV$293,9240.37%291,014CommonNONE
92189F791GDXJVANECK ETF TRUST$287,0670.36%2,523CommonNONE
090043100BILLBILL HOLDINGS INC$283,6080.35%5,200CommonNONE
G3730U123FCRS/UFUTURECREST ACQUISITION CORP$278,6610.35%27,213CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$274,6280.34%28,400CommonNONE
369759204CITRGENERAL ENTERPRISE VENTURES$274,4860.34%33,971CommonNONE
172406308CNVSCINEVERSE CORP$273,2450.34%129,500CommonNONE
45257U108IMNMIMMUNOME INC$264,2040.33%12,300CommonNONE
90364P105PATHUIPATH INC$262,3380.33%16,006CommonNONE
G2131A124CCXIUCHURCHILL CAP CORP XI$259,7530.32%25,441CommonNONE
512807306LRCXLAM RESEARCH CORP$258,8240.32%1,512CommonNONE
532457108LLYELI LILLY & CO$247,1760.31%230CommonNONE
285512109EAELECTRONIC ARTS INC$243,3570.30%1,191CommonNONE
G3730U115FCRS/WSFUTURECREST ACQUISITION CORP$242,5290.30%332,231CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$242,0620.30%159,100CALLNONE
81578P106SEERSEER INC$241,5600.30%132,000CommonNONE
513272104LWLAMB WESTON HLDGS INC$234,5840.29%5,600CommonNONE
687793109OSCROSCAR HEALTH INC$234,2310.29%16,300CommonNONE
65345N114NNAVWNEXTNAV INC$231,6600.29%32,400CommonNONE
02072L565BOXXEA SERIES TRUST$230,2000.29%2,000CommonNONE
553368101MPMP MATERIALS CORP$227,3400.28%4,500CommonNONE
75734B100RDDTREDDIT INC$222,9740.28%970CommonNONE
46143U542ASTXINVESTMENT MANAGERS SER TR$220,9680.27%5,400CommonNONE
949746101WMT2WELLS FARGO CO NEW$219,0200.27%2,350CommonNONE
037833100AAPLAPPLE INC$218,0320.27%802CommonNONE
464287432TLTISHARES TR$213,5420.27%2,450CommonNONE
097702203BOLTBOLT BIOTHERAPEUTICS INC$207,7840.26%38,000CommonNONE
02079K305GOOGLALPHABET INC$205,3280.25%656CommonNONE
00206R102TAT&T INC$201,2290.25%8,101CommonNONE
78440X887SLGSL GREEN RLTY CORP$192,4560.24%37,600PUTNONE
68554V108OSURORASURE TECHNOLOGIES INC$187,3080.23%77,400CommonNONE
G73944103RAAQREAL ASSET ACQUISITION CORP$186,6890.23%18,267CommonNONE
64428N117NUAIWNEW ERA ENERGY & DIGITAL INC$182,1230.23%222,074CommonNONE
75776W103RDWREDWIRE CORPORATION$176,8370.22%23,268CommonNONE
532257805LPTHLIGHTPATH TECHNOLOGIES INC$176,0400.22%16,300CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$175,5400.22%13,100CommonNONE
881454102IMSRTERRESTRIAL ENERGY INC$174,1350.22%28,500CommonNONE
G72245122PREPRENETICS GLOBAL LTD$170,1000.21%10,800CommonNONE
78463V107GLDSPDR GOLD TR$167,0460.21%22,200PUTNONE
07373B109BEEMBEAM GLOBAL$165,0000.20%110,000CommonNONE
03879J100ABUSARBUTUS BIOPHARMA CORP$163,5400.20%34,000CommonNONE
G5093B121JENA/UJENA ACQUISITION CORP II$161,2000.20%15,500CommonNONE
G0273J101AEXAAMERICAN EXCEPTIONALISM ACQU$161,0850.20%279,500CALLNONE
302491303FMCFMC CORP$155,1910.19%11,189CommonNONE
654106103NKENIKE INC$153,9060.19%58,100CALLNONE
00768Y453MSOSADVISORSHARES TR$153,1640.19%32,450CommonNONE
00510N102TICTIC SOLUTIONS INC$152,6610.19%15,100CommonNONE
462726100I8RIROBOT CORP$149,8060.19%168,000PUTNONE
G97822103PRGOPERRIGO CO PLC$139,2000.17%10,000CommonNONE
G2949T125DNMXUDYNAMIX CORP III$138,4790.17%13,779CommonNONE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$133,1710.17%16,300CommonNONE
02080L102TKNOALPHA TEKNOVA INC$123,8800.15%32,600CommonNONE
68236V112ETHZWETHZILLA CORPORATION$121,2740.15%3,863,300CALLNONE
243537107DECKDECKERS OUTDOOR CORP$118,0940.15%10,800CALLNONE
G7490F119RTACURENATUS TACTICAL ACQUIS$114,1240.14%10,300CommonNONE
46090E103QQQINVESCO QQQ TR$111,9390.14%15,300PUTNONE
26923Q564BMNUETF OPPORTUNITIES TRUST$111,2020.14%23,264CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$109,0930.14%12,700CommonNONE
35834F104TET1 ENERGY INC$99,5320.12%14,900CommonNONE
45175G207IMAIMAGENEBIO INC$91,0800.11%13,200CommonNONE
799566104SANASANA BIOTECHNOLOGY INC$81,4000.10%20,000CommonNONE
500081112KDKRWKODIAK AI INC.$78,1650.10%51,088CommonNONE
03748R747AIVAPARTMENT INVT & MGMT CO$77,2200.10%13,000CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$72,4930.09%26,300CALLNONE
G4760X102INDOINDONESIA ENERGY CORP LTD$71,4920.09%24,400CommonNONE
345370CZ1F 0 03/15/26FORD MTR CO$68,5620.09%58,600CALLNONE
82003F309STSSSHARPS TECHNOLOGY INC$68,0860.08%33,540CommonNONE
532275104LWLGLIGHTWAVE LOGIC INC$67,3920.08%20,800CommonNONE
500600101KOPNKOPIN CORP$57,3300.07%24,500CommonNONE
G0273J101AEXAAMERICAN EXCEPTIONALISM ACQU$57,2880.07%125,000PUTNONE
824430300SHFSSHF HOLDINGS INC$57,2400.07%54,000CommonNONE
M8216R109RSKDRISKIFIED LTD$53,6760.07%10,800CommonNONE
826165201SIDUSIDUS SPACE INC$53,3800.07%17,000CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$52,5170.07%31,400PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$51,6940.06%27,000CALLNONE
19188J409COCPCOCRYSTAL PHARMA INC$51,2020.06%52,300CommonNONE
654106103NKENIKE INC$49,7900.06%30,200PUTNONE
023135106AMZNAMAZON COM INC$42,5190.05%13,600CALLNONE
88636J253TIDAL TRUST II$41,5800.05%10,800CommonNONE
4576JP307INNO HOLDINGS INC$41,3190.05%36,245CommonNONE
08975P108CMRCCOMMERCE.COM INC$41,2000.05%10,000CommonNONE
00768Y206AADRADVISORSHARES TR$40,4600.05%78,000CALLNONE
78574H104SOCSABLE OFFSHORE CORP$39,9960.05%143,100CALLNONE
74277P105BRRPROCAP FINL INC$38,4770.05%10,900CommonNONE
458140100INTCINTEL CORP$34,1280.04%22,400CALLNONE
42328V876HSDTSOLANA CO$25,0280.03%155,600CALLNONE
500081104KDKKODIAK AI INC.$24,4440.03%41,500CALLNONE
500081104KDKKODIAK AI INC.$23,8670.03%37,700PUTNONE
74841A113QETARQUETTA ACQUISITION CORP$22,7030.03%11,129CommonNONE
46428Q109SLVISHARES SILVER TR$20,9460.03%35,300CALLNONE
G63212115MBAVWM3BRIGADE ACQUISITION V CORP$20,8250.03%23,800CommonNONE
67190B120OAKUROAK WOODS ACQUISITION CORP$20,7670.03%83,133CommonNONE
N85083108NKLRTERRA INNOVATUM GLOBAL NV$17,5470.02%17,600CALLNONE
G1331A116BACCRBLUE ACQUISITION CORP.$16,9820.02%52,397CommonNONE
78440X887SLGSL GREEN RLTY CORP$16,7500.02%24,300CALLNONE
09174P113BTMWWBITCOIN DEPOT INC$15,9030.02%141,614CommonNONE
67086U406OLBOLB GROUP INC$14,9480.02%24,133CommonNONE
G9835J103YDESWYD BIO LTD$14,7010.02%14,849CommonNONE
G28524133DYCQRDT CLOUD ACQUISITION CORP$13,8230.02%60,100CommonNONE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$12,3160.02%54,400PUTNONE
G93Y0A112UYSCRUY SCUTI ACQUISITION CORP.$11,6320.01%43,242CommonNONE
881454102IMSRTERRESTRIAL ENERGY INC$11,2260.01%35,500CALLNONE
862945102ASSTSTRIVE INC$11,0700.01%15,000CommonNONE
36468G103GAMEGAMESQUARE HLDGS INC$10,7800.01%28,000CommonNONE
78574H104SOCSABLE OFFSHORE CORP$10,6420.01%16,500PUTNONE
46438F101IBITISHARES BITCOIN TRUST ETF$10,1500.01%72,500PUTNONE
G6796W115OCGORIENTAL CULTURE HOLDING LTD$9,7190.01%104,500CommonNONE
G5451A111LEGT/WSLEGATO MERGER CORP III$9,0610.01%22,094CommonNONE
04342Y104ASANASANA INC$8,6160.01%78,500CALLNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8,0450.01%14,700CALLNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7,1980.01%20,500PUTNONE
G4405D115HVIIRHENNESSY CAP INVT CORP VII$7,0990.01%25,446CommonNONE
138035704CGCCANOPY GROWTH CORP$6,9880.01%213,700CALLNONE
G98659124MCGAWYORKVILLE ACQUISITION CORP.$6,5050.01%13,009CommonNONE
88688TAC4TLRY 5.2 06/15/27TILRAY BRANDS INC$5,8130.01%133,700CALLNONE
45408X308IGCIGC PHARMA INC$5,6280.01%20,000CommonNONE
45828J103INTSINTENSITY THERAPEUTICS INC$5,5790.01%13,600CommonNONE
G01341133AFJKRAIMEI HEALTH TECHNOLOGY CO L$5,5020.01%14,703CommonNONE
G2949D104DYNCDYNAMIX CORP$5,2250.01%11,000PUTNONE
G65163100JOBYJOBY AVIATION INC$4,6800.01%20,800CALLNONE
820014405SBETSHARPLINK GAMING INC$4,6680.01%94,400CALLNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$4,4510.01%43,900CALLNONE
68617J100OGIORGANIGRAM GLOBAL INC$3,7650.00%15,200CALLNONE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$3,5760.00%10,600CALLNONE
G3530C117FSHPRFLAG SHIP ACQUISITION CORP$3,4250.00%15,626CommonNONE
753018100RANIRANI THERAPEUTICS HLDGS INC$2,9400.00%363,000CALLNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$2,5960.00%59,300CALLNONE
90364P105PATHUIPATH INC$2,5550.00%12,000CALLNONE
462726100I8RIROBOT CORP$2,5300.00%23,001CommonNONE
G86302117SWVLWSWVL HOLDINGS CORP$2,4750.00%250,000CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$2,3280.00%27,700CALLNONE
87043Q108SGSWEETGREEN INC$1,6490.00%18,700CALLNONE
76135L119REVBWREVELATION BIOSCIENCES INC$1,5850.00%198,090CommonNONE
G9503X111WALDWWALDENCAST PLC$1,5230.00%38,076CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$1,2610.00%12,400CALLNONE
36467W109GMEGAMESTOP CORP NEW$1,1550.00%13,600CALLNONE
74277P105BRRPROCAP FINL INC$1,1060.00%14,100CALLNONE
74102L113SQFTWPRESIDIO PPTY TR INC$9060.00%30,197CommonNONE
717081103PFEPFIZER INC$7050.00%83,700CALLNONE
471871111JSPRWJASPER THERAPEUTICS INC$5690.00%14,200CommonNONE
22717L101CRONCRONOS GROUP INC$4130.00%15,000CALLNONE
862945102ASSTSTRIVE INC$3530.00%17,800CALLNONE
92852R403VIVAKOR INC$990.00%10,000CommonNONE
92971A109MAPSWM TECHNOLOGY INC$120.00%11,200CALLNONE
462726100I8RIROBOT CORP$80.00%38,700CALLNONE

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.