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Limestone Investment Advisors LP

Q3 2025 · 13F-HR

Limestone Investment Advisors LPholdings as filed

Filed 2025-11-13 · accession 0002075597-25-000004

$1.26B
Reported value
521
Positions
2025-09-30
Period end
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The Brief · Limestone Investment Advisors LP · Q3 2025

AI · grounded in 13F

Limestone Investment Advisors LP established a new position in SPY valued at $370.6M. The fund also initiated new stakes in MSFT for $47.4M and AAPL for $41M. Additional new positions include AMZN at $40.6M and META at $36.9M.

Holdings as filed

First 500 of 521

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$303.8M24.1%456,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$66.8M5.29%100,305CommonSOLE
594918104MSFTMICROSOFT CORP$23.8M1.88%45,900PUTSOLE
594918104MSFTMICROSOFT CORP$23.1M1.83%44,600CALLSOLE
037833100AAPLAPPLE INC$20.6M1.63%80,800CALLSOLE
037833100AAPLAPPLE INC$20.4M1.62%80,200PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$18.8M1.49%59,600CALLSOLE
023135106AMZNAMAZON COM INC$18.6M1.48%84,900PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$18.6M1.47%23,300PUTSOLE
023135106AMZNAMAZON COM INC$18.5M1.47%84,300CALLSOLE
30303M102METAMETA PLATFORMS INC$17.9M1.42%24,400CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.7M1.40%22,200CALLSOLE
30303M102METAMETA PLATFORMS INC$17.3M1.37%23,600PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$16.6M1.31%52,600PUTSOLE
172967424CCITIGROUP INC$15.7M1.24%154,600PUTSOLE
172967424CCITIGROUP INC$14.9M1.18%147,200CALLSOLE
02079K305GOOGLALPHABET INC$13.3M1.06%54,800CALLSOLE
02079K305GOOGLALPHABET INC$13.1M1.04%53,900PUTSOLE
N07059210ASMLASML HOLDING N V$11.3M0.90%11,700PUTSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.3M0.89%12,200CALLSOLE
949746101WMT2WELLS FARGO CO NEW$10.8M0.86%129,300CALLSOLE
060505104BACBANK AMERICA CORP$10.4M0.82%201,000PUTSOLE
N07059210ASMLASML HOLDING N V$10.4M0.82%10,700CALLSOLE
64110L106NFLXNETFLIX INC$10.3M0.82%8,600PUTSOLE
060505104BACBANK AMERICA CORP$9.8M0.78%190,000CALLSOLE
949746101WMT2WELLS FARGO CO NEW$9.6M0.76%114,300PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$9.5M0.75%58,900PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$9.0M0.71%55,600CALLSOLE
64110L106NFLXNETFLIX INC$8.9M0.70%7,400CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$7.0M0.56%39,405CommonSOLE
617446448MSMORGAN STANLEY$6.9M0.55%43,600CALLSOLE
617446448MSMORGAN STANLEY$6.9M0.55%43,300PUTSOLE
247361702DALDELTA AIR LINES INC DEL$6.1M0.48%106,700PUTSOLE
247361702DALDELTA AIR LINES INC DEL$5.8M0.46%101,900CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.4M0.43%21,900CALLSOLE
81762P102NOWSERVICENOW INC$5.2M0.42%5,700PUTSOLE
882508104TXNTEXAS INSTRS INC$5.2M0.41%28,100CALLSOLE
254687106DISDISNEY WALT CO$5.1M0.40%44,600PUTSOLE
N00985106AERAERCAP HOLDINGS NV$5.0M0.39%41,206CommonSOLE
81762P102NOWSERVICENOW INC$5.0M0.39%5,400CALLSOLE
404280406HSBCHSBC HLDGS PLC$4.9M0.39%69,037CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.9M0.39%17,300CALLSOLE
040413205ANETARISTA NETWORKS INC$4.9M0.39%33,500CALLSOLE
040413205ANETARISTA NETWORKS INC$4.6M0.36%31,500PUTSOLE
882508104TXNTEXAS INSTRS INC$4.5M0.36%24,500PUTSOLE
36828A101GEVGE VERNOVA INC$4.4M0.35%7,200PUTSOLE
92826C839VVISA INC$4.2M0.34%12,400PUTSOLE
65290E101NXTNEXTRACKER INC$4.2M0.33%56,474CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.1M0.33%14,700CALLSOLE
64110W102NTESNETEASE INC$4.0M0.32%26,467CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.0M0.32%16,200PUTSOLE
36828A101GEVGE VERNOVA INC$3.8M0.30%6,200CALLSOLE
219350105GLWCORNING INC$3.8M0.30%46,400CALLSOLE
25809K105DASHDOORDASH INC$3.7M0.29%13,600CALLSOLE
654106103NKENIKE INC$3.7M0.29%53,000PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$3.6M0.29%10,800CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.5M0.27%12,400PUTSOLE
149123101CATCATERPILLAR INC$3.4M0.27%7,200PUTSOLE
023135106AMZNAMAZON COM INC$3.4M0.27%15,586CommonSOLE
097023105BABOEING CO$3.4M0.27%15,800CALLSOLE
89677Q107TCOMTRIP COM GROUP LTD$3.4M0.27%44,600CommonSOLE
92826C839VVISA INC$3.3M0.26%9,782CommonSOLE
038222105AMATAPPLIED MATLS INC$3.3M0.26%16,157CommonSOLE
601137102MRPMILLROSE PPTYS INC$3.3M0.26%96,931CommonSOLE
254687106DISDISNEY WALT CO$3.2M0.26%28,156CommonSOLE
92826C839VVISA INC$3.2M0.25%9,400CALLSOLE
92840M102VSTVISTRA CORP$3.1M0.25%15,830CommonSOLE
369604301GEGE AEROSPACE$3.0M0.24%10,000CALLSOLE
219350105GLWCORNING INC$3.0M0.23%36,100PUTSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$3.0M0.23%14,300CommonSOLE
06738E204BCSBARCLAYS PLC$2.9M0.23%138,900CommonSOLE
09260D107BXBLACKSTONE INC$2.9M0.23%16,800PUTSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$2.9M0.23%4,100CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$2.8M0.22%29,300PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.7M0.21%9,600PUTSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$2.7M0.21%3,800PUTSOLE
149123101CATCATERPILLAR INC$2.6M0.21%5,500CALLSOLE
47215P106JDJD.COM INC$2.6M0.21%74,080CommonSOLE
336433107FSLRFIRST SOLAR INC$2.6M0.20%11,700CALLSOLE
780259305SHELSHELL PLC$2.6M0.20%36,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.6M0.20%12,000CALLSOLE
717081103PFEPFIZER INC$2.5M0.20%100,000CALLSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$2.5M0.20%195,371CommonSOLE
767204100RIORIO TINTO PLC$2.5M0.20%37,814CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.5M0.19%7,400CALLSOLE
438516106HONHONEYWELL INTL INC$2.4M0.19%11,600CALLSOLE
437076102HDHOME DEPOT INC$2.4M0.19%5,900CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.19%4,200CALLSOLE
76655K111RGTIWRIGETTI COMPUTING INC$2.4M0.19%130,201CommonSOLE
09290D101BLKBLACKROCK INC$2.3M0.18%2,000PUTSOLE
25809K105DASHDOORDASH INC$2.3M0.18%8,500PUTSOLE
482497104BEKEKE HLDGS INC$2.3M0.18%121,668CommonSOLE
437076102HDHOME DEPOT INC$2.3M0.18%5,700PUTSOLE
654106103NKENIKE INC$2.3M0.18%32,987CommonSOLE
747525103QCOMQUALCOMM INC$2.3M0.18%13,600CALLSOLE
594972408MSTRSTRATEGY INC$2.3M0.18%7,000CALLSOLE
143658300CCL1EURCARNIVAL CORP$2.2M0.18%77,500PUTSOLE
808513105SCHWSCHWAB CHARLES CORP$2.2M0.18%23,400CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.2M0.18%4,600CALLSOLE
G29183103ETNEATON CORP PLC$2.2M0.17%5,900PUTSOLE
N97284108NBISNEBIUS GROUP N.V.$2.2M0.17%19,385CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.2M0.17%10,200PUTSOLE
336433107FSLRFIRST SOLAR INC$2.1M0.17%9,700PUTSOLE
097023105BABOEING CO$2.1M0.17%9,900PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.17%21,410CommonSOLE
670100205NVONOVO-NORDISK A S$2.1M0.17%37,793CommonSOLE
254687106DISDISNEY WALT CO$2.1M0.16%18,100CALLSOLE
038222105AMATAPPLIED MATLS INC$2.1M0.16%10,100CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.16%21,000CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.0M0.16%6,188CommonSOLE
23331A109DHID R HORTON INC$2.0M0.16%12,000CALLSOLE
025816109AXPAMERICAN EXPRESS CO$2.0M0.16%6,000PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.0M0.16%50,700CALLSOLE
09260D107BXBLACKSTONE INC$2.0M0.16%11,600CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.16%23,700CALLSOLE
92763W103VIPSVIPSHOP HLDGS LTD$1.9M0.15%98,536CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.15%3,400PUTSOLE
009066101ABNBAIRBNB INC$1.9M0.15%15,900PUTSOLE
02079K305GOOGLALPHABET INC$1.9M0.15%7,754CommonSOLE
038222105AMATAPPLIED MATLS INC$1.9M0.15%9,200PUTSOLE
747525103QCOMQUALCOMM INC$1.9M0.15%11,300PUTSOLE
G29183103ETNEATON CORP PLC$1.9M0.15%5,000CALLSOLE
09290D101BLKBLACKROCK INC$1.9M0.15%1,600CALLSOLE
247361702DALDELTA AIR LINES INC DEL$1.9M0.15%32,746CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.15%2,000PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.8M0.14%27,000CALLSOLE
G6683N103NUNU HLDGS LTD$1.8M0.14%112,800PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.8M0.14%21,600PUTSOLE
64110L106NFLXNETFLIX INC$1.8M0.14%1,490CommonSOLE
23804L103DDOGDATADOG INC$1.8M0.14%12,300CALLSOLE
09075V102BNTXBIONTECH SE$1.7M0.13%17,190CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$1.7M0.13%68,161CommonSOLE
81141R100SESEA LTD$1.7M0.13%9,400CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.13%2,850CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M0.13%2,181CommonSOLE
65342K105NEXTNEXTDECADE CORP$1.6M0.13%235,634CommonSOLE
34959E109FTNTFORTINET INC$1.5M0.12%18,100CALLSOLE
958102105WDCWESTERN DIGITAL CORP$1.5M0.12%12,200CALLSOLE
227046109CROXCROCS INC$1.5M0.12%17,518CommonSOLE
852234103XYZBLOCK INC$1.5M0.12%20,200CALLSOLE
90138F102TWLOTWILIO INC$1.5M0.11%14,500PUTSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.11%2,900PUTSOLE
166764100CVXCHEVRON CORP NEW$1.4M0.11%8,900PUTSOLE
368736104GNRCGENERAC HLDGS INC$1.4M0.11%8,200CALLSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.4M0.11%185,092CommonSOLE
88579Y101MMM3M CO$1.4M0.11%8,700CALLSOLE
200340107CMACOMERICA INC$1.3M0.10%19,300CALLSOLE
718546104PSXPHILLIPS 66$1.3M0.10%9,700CALLSOLE
654106103NKENIKE INC$1.3M0.10%18,900CALLSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$1.3M0.10%3,000,000CommonSOLE
42238D107HTFLHEARTFLOW INC$1.3M0.10%37,897CommonSOLE
369604301GEGE AEROSPACE$1.3M0.10%4,200PUTSOLE
958102105WDCWESTERN DIGITAL CORP$1.2M0.10%10,400PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.10%12,400PUTSOLE
17275R102CSCOCISCO SYS INC$1.2M0.10%17,700PUTSOLE
23331A109DHID R HORTON INC$1.2M0.10%7,100PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.09%3,400CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.2M0.09%3,600CALLSOLE
166764100CVXCHEVRON CORP NEW$1.2M0.09%7,600CALLSOLE
368736104GNRCGENERAC HLDGS INC$1.2M0.09%7,000PUTSOLE
852234103XYZBLOCK INC$1.2M0.09%16,000PUTSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.09%6,900CALLSOLE
009066101ABNBAIRBNB INC$1.1M0.09%9,400CALLSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.1M0.09%43,207CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$1.1M0.09%100,400CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.09%3,200PUTSOLE
907818108UNPUNION PAC CORP$1.1M0.09%4,600CALLSOLE
143658300CCL1EURCARNIVAL CORP$1.1M0.09%37,600CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.1M0.09%3,300PUTSOLE
517834107LVSLAS VEGAS SANDS CORP$1.1M0.08%19,700CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.0M0.08%10,300PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.0M0.08%25,600CALLSOLE
G25508105CRHCRH PLC$995,1700.08%8,300CommonSOLE
G6683N103NUNU HLDGS LTD$994,2210.08%62,100CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$972,3700.08%14,500PUTSOLE
94419L101WWAYFAIR INC$952,7940.08%10,666CommonSOLE
235851102DHRDANAHER CORPORATION$951,6480.08%4,800PUTSOLE
72352L106PINSPINTEREST INC$949,0150.08%29,500CALLSOLE
882508104TXNTEXAS INSTRS INC$948,2310.08%5,161CommonSOLE
81141R100SESEA LTD$947,2690.08%5,300PUTSOLE
888787108TOSTTOAST INC$941,9580.07%25,800CALLSOLE
337738108FISVFISERV INC$941,1890.07%7,300PUTSOLE
517834107LVSLAS VEGAS SANDS CORP$930,5670.07%17,300PUTSOLE
200340107CMACOMERICA INC$918,1680.07%13,400PUTSOLE
H5919C104ONONON HLDG AG$910,5250.07%21,500PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$906,2360.07%6,800CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$904,3410.07%977CommonSOLE
17275R102CSCOCISCO SYS INC$903,1440.07%13,200CALLSOLE
79466L302CRMSALESFORCE INC$901,5480.07%3,804CommonSOLE
90138F102TWLOTWILIO INC$900,8100.07%9,000CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$898,9990.07%71,011CommonSOLE
049468101TEAMATLASSIAN CORPORATION$894,3200.07%5,600CALLSOLE
260557103DOWDOW INC$891,9770.07%38,900CALLSOLE
806857108SLBSCHLUMBERGER LTD$890,1830.07%25,900CALLSOLE
888787108TOSTTOAST INC$887,1930.07%24,300PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$882,4500.07%22,500PUTSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$882,3600.07%5,400CALLSOLE
00751Y106AAPADVANCE AUTO PARTS INC$851,1880.07%13,863CommonSOLE
032654105ADIANALOG DEVICES INC$835,3800.07%3,400CALLSOLE
00217D100ASTSAST SPACEMOBILE INC$821,5010.07%16,738CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$819,0710.06%20,900PUTSOLE
72352L106PINSPINTEREST INC$813,9010.06%25,300PUTSOLE
260557103DOWDOW INC$791,0850.06%34,500PUTSOLE
143658300CCL1EURCARNIVAL CORP$788,3760.06%27,270CommonSOLE
907818108UNPUNION PAC CORP$780,0210.06%3,300PUTSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$778,9980.06%3,300CALLSOLE
98954M200ZZILLOW GROUP INC$778,2050.06%10,100PUTSOLE
253393102DKSDICKS SPORTING GOODS INC$777,7700.06%3,500PUTSOLE
704326107PAYXPAYCHEX INC$773,2360.06%6,100CALLSOLE
29786A106ETSYETSY INC$770,7880.06%11,610CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$768,2100.06%750,000CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$765,1640.06%33,678CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$758,3270.06%25,979CommonSOLE
550021109LULULULULEMON ATHLETICA INC$755,1350.06%4,244CommonSOLE
23804L103DDOGDATADOG INC$754,7200.06%5,300PUTSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$751,3120.06%2,731CommonSOLE
461202103INTUINTUIT$751,2010.06%1,100CALLSOLE
093671105HRBBLOCK H & R INC$750,7620.06%14,846CommonSOLE
37045V100GMGENERAL MTRS CO$749,9310.06%12,300CommonSOLE
93403J106WRBYWARBY PARKER INC$749,3210.06%27,169CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$748,6990.06%14,968CommonSOLE
053332102AZOAUTOZONE INC$746,5020.06%174CommonSOLE
278642103EBAYEBAY INC.$744,8810.06%8,190CommonSOLE
693656100PVHPVH CORPORATION$744,1290.06%8,883CommonSOLE
88339P101REALTHE REALREAL INC$743,8870.06%69,980CommonSOLE
070830104BBWIBATH & BODY WORKS INC$740,3940.06%28,742CommonSOLE
34959E109FTNTFORTINET INC$739,9040.06%8,800PUTSOLE
438516106HONHONEYWELL INTL INC$736,7500.06%3,500PUTSOLE
806857108SLBSCHLUMBERGER LTD$735,5180.06%21,400PUTSOLE
375558103GILDGILEAD SCIENCES INC$732,6000.06%6,600PUTSOLE
N3167Y103RACEFERRARI N V$727,8300.06%1,500CALLSOLE
256746108DLTRDOLLAR TREE INC$725,6110.06%7,689CommonSOLE
235851102DHRDANAHER CORPORATION$713,7360.06%3,600CALLSOLE
055622104BPBP PLC$713,3220.06%20,700PUTSOLE
002896207ANFABERCROMBIE & FITCH CO$709,1240.06%8,289CommonSOLE
88339J105TTDTHE TRADE DESK INC$705,7440.06%14,400PUTSOLE
571903202MARMARRIOTT INTL INC NEW$677,1440.05%2,600CALLSOLE
22266T109CPNGCOUPANG INC$676,2000.05%21,000CALLSOLE
88339J105TTDTHE TRADE DESK INC$666,5360.05%13,600CALLSOLE
718546104PSXPHILLIPS 66$666,4980.05%4,900PUTSOLE
375558103GILDGILEAD SCIENCES INC$666,0000.05%6,000CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$640,6880.05%3,960CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$640,6620.05%17,130CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$639,6960.05%4,800PUTSOLE
548661107LOWLOWES COS INC$628,2750.05%2,500PUTSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$621,6000.05%16,800CommonSOLE
461202103INTUINTUIT$614,6190.05%900PUTSOLE
60786M105MCMOELIS & CO$611,0930.05%1,000CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$609,1520.05%3,200PUTSOLE
G00894108ARXACCELERANT HOLDINGS$609,0010.05%40,900CommonSOLE
670100205NVONOVO-NORDISK A S$604,8410.05%10,900CALLSOLE
21873S108CRWVCOREWEAVE INC$602,1400.05%4,400CommonSOLE
902973304USBUS BANCORP DEL$599,2920.05%12,400CALLSOLE
460690100IPGINTERPUBLIC GROUP COS INC$594,4830.05%21,300CommonSOLE
337738108FISVFISERV INC$593,0780.05%4,600CALLSOLE
844741108LUVSOUTHWEST AIRLS CO$590,3350.05%18,500CALLSOLE
88339J105TTDTHE TRADE DESK INC$588,1200.05%12,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$585,6200.05%3,500PUTSOLE
17253J106CIFRCIPHER MINING INC$584,6040.05%46,434CommonSOLE
03831W108APPAPPLOVIN CORP$574,8320.05%800CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$572,8600.05%57,286CommonSOLE
98954M200ZZILLOW GROUP INC$570,1700.05%7,400CALLSOLE
Q4982L109IRENIREN LIMITED$557,9510.04%11,889CommonSOLE
518439104ELLAUDER ESTEE COS INC$555,1560.04%6,300CALLSOLE
22266T109CPNGCOUPANG INC$550,6200.04%17,100PUTSOLE
311900104FASTFASTENAL CO$544,3440.04%11,100CALLSOLE
30231G102XOMEXXON MOBIL CORP$541,2000.04%4,800CALLSOLE
74340W103PLDPROLOGIS INC.$538,2440.04%4,700PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$536,9650.04%5,500CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$527,9220.04%41,700CALLSOLE
009066101ABNBAIRBNB INC$513,6070.04%4,230CommonSOLE
457642205INODINNODATA INC$511,1280.04%6,632CommonSOLE
049468101TEAMATLASSIAN CORPORATION$511,0400.04%3,200PUTSOLE
629377508NRGNRG ENERGY INC$510,2330.04%500,000CommonSOLE
803054204SAPSAP SE$507,6990.04%1,900CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$503,8150.04%2,370CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$501,8010.04%40,830CommonSOLE
150870103CECELANESE CORP DEL$501,1750.04%500,000CommonSOLE
74762E102QUREQUANTA SVCS INC$497,3040.04%1,200PUTSOLE
60937P106MDBMONGODB INC$496,6080.04%1,600PUTSOLE
90138F102TWLOTWILIO INC$493,4440.04%4,930CommonSOLE
594918104MSFTMICROSOFT CORP$486,8730.04%940CommonSOLE
368736104GNRCGENERAC HLDGS INC$485,7950.04%2,902CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$481,8410.04%15,100PUTSOLE
311900104FASTFASTENAL CO$480,5920.04%9,800PUTSOLE
064058100BKBANK NEW YORK MELLON CORP$479,4240.04%4,400PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$475,7090.04%9,923CommonSOLE
82509L107SHOPSHOPIFY INC$475,5520.04%3,200CALLSOLE
26614N102DDDUPONT DE NEMOURS INC$475,1900.04%6,100CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$463,0500.04%9,800CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$456,8660.04%2,796CommonSOLE
H5919C104ONONON HLDG AG$453,1450.04%10,700CALLSOLE
G6683N103NUNU HLDGS LTD$452,7150.04%28,277CommonSOLE
888787108TOSTTOAST INC$447,7590.04%12,264CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$447,3410.04%4,582CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$446,2080.04%21,248CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$442,0460.04%2,200PUTSOLE
90384S303ULTAULTA BEAUTY INC$437,4000.03%800CALLSOLE
013872106AAALCOA CORP$430,8590.03%13,100CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$425,2500.03%9,000PUTSOLE
03674X106ARANTERO RESOURCES CORP$419,5000.03%12,500PUTSOLE
20825C104COPCONOCOPHILLIPS$416,1960.03%4,400CALLSOLE
20825C104COPCONOCOPHILLIPS$397,2780.03%4,200PUTSOLE
345370860FFORD MTR CO$394,6800.03%33,000CALLSOLE
235851102DHRDANAHER CORPORATION$388,5900.03%1,960CommonSOLE
98954M200ZZILLOW GROUP INC$378,3160.03%4,910CommonSOLE
48251W104KKRKKR & CO INC$376,8550.03%2,900CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$376,1980.03%9,592CommonSOLE
09260D107BXBLACKSTONE INC$367,3280.03%2,150CommonSOLE
244199105DEDEERE & CO$365,8080.03%800PUTSOLE
571903202MARMARRIOTT INTL INC NEW$364,6160.03%1,400PUTSOLE
72352L106PINSPINTEREST INC$364,4860.03%11,330CommonSOLE
86771W105RUNSUNRUN INC$361,4990.03%20,908CommonSOLE
G8068L108SNSHARKNINJA INC$361,0250.03%3,500PUTSOLE
148929102CAVACAVA GROUP INC$356,4190.03%5,900PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$355,9380.03%1,100PUTSOLE
92243G108PCVXVAXCYTE INC$345,7920.03%9,600CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$344,6580.03%3,400PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$329,1300.03%2,300PUTSOLE
90384S303ULTAULTA BEAUTY INC$328,0500.03%600PUTSOLE
88579Y101MMM3M CO$325,8780.03%2,100PUTSOLE
192422103CGNXCOGNEX CORP$317,1000.03%7,000CALLSOLE
40434L105HPQHP INC$313,1450.02%11,500PUTSOLE
878742204TECKTECK RESOURCES LTD$311,6190.02%7,100PUTSOLE
60937P106MDBMONGODB INC$310,3800.02%1,000CALLSOLE
876030107TPRTAPESTRY INC$305,6940.02%2,700PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$305,4300.02%1,500CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$304,7980.02%1,236CommonSOLE
62914V106NIONIO INC$303,0020.02%39,764CommonSOLE
343412102FLRFLUOR CORP NEW$302,9040.02%7,200CALLSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$299,8600.02%5,800CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$297,6560.02%2,900CALLSOLE
032095101APHAMPHENOL CORP NEW$297,0000.02%2,400PUTSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$296,0490.02%1,300PUTSOLE
74762E102QUREQUANTA SVCS INC$290,0940.02%700CALLSOLE
038169207APLDAPPLIED DIGITAL CORP$288,2870.02%12,567CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$288,0220.02%19,620CommonSOLE
74340W103PLDPROLOGIS INC.$286,3000.02%2,500CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$280,4800.02%8,000CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$279,3480.02%809CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$277,7940.02%6,900CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$273,8160.02%24,040CommonSOLE
345370860FFORD MTR CO$272,6880.02%22,800PUTSOLE
H5919C104ONONON HLDG AG$271,2940.02%6,406CommonSOLE
833445109SNOWSNOWFLAKE INC$270,6600.02%1,200CALLSOLE
82509L107SHOPSHOPIFY INC$267,4980.02%1,800PUTSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$266,7500.02%2,200CALLSOLE
253393102DKSDICKS SPORTING GOODS INC$266,6640.02%1,200CALLSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$266,0350.02%250,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$264,4180.02%3,400CALLSOLE
371927104GELGENESIS ENERGY L P$261,8650.02%250,000CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$259,9530.02%250,000CommonSOLE
95082P105WCCWESCO INTL INC$259,3480.02%250,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$259,3200.02%1,500CALLSOLE
G0084W101ADNTADIENT PLC$258,9480.02%250,000CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$258,8250.02%250,000CommonSOLE
75734B100RDDTREDDIT INC$258,7390.02%1,125CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$258,4150.02%250,000CommonSOLE
337738108FISVFISERV INC$257,8600.02%2,000CommonSOLE
829242106SBGISINCLAIR INC$257,4430.02%250,000CommonSOLE
05464C101AXONAXON ENTERPRISE INC$257,1330.02%250,000CommonSOLE
68268W103OMFONEMAIN HLDGS INC$255,3230.02%250,000CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$255,0730.02%250,000CommonSOLE
880779103TEXTEREX CORP NEW$254,8780.02%250,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$253,0980.02%250,000CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$252,7220.02%3,400CALLSOLE
451100101IEPICAHN ENTERPRISES LP$252,2180.02%250,000CommonSOLE
526057104LENLENNAR CORP$252,0800.02%2,000PUTSOLE
G3730V105FTAIFTAI AVIATION LTD$251,7930.02%250,000CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$250,7530.02%250,000CommonSOLE
36828A101GEVGE VERNOVA INC$250,2640.02%407CommonSOLE
771049103RBLXROBLOX CORP$249,3360.02%1,800PUTSOLE
26614N102DDDUPONT DE NEMOURS INC$249,2800.02%3,200PUTSOLE
163851108CCCHEMOURS CO$249,0300.02%250,000CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$248,0950.02%2,900CALLSOLE
50187T106LGIHLGI HOMES INC$243,7330.02%250,000CommonSOLE
780259305SHELSHELL PLC$243,2020.02%3,400CALLSOLE
N3167Y103RACEFERRARI N V$242,6100.02%500PUTSOLE
437076102HDHOME DEPOT INC$242,3040.02%598CommonSOLE
148929102CAVACAVA GROUP INC$241,6400.02%4,000CALLSOLE
858119100STLDSTEEL DYNAMICS INC$237,0310.02%1,700CALLSOLE
64110D104NTAPNETAPP INC$236,9200.02%2,000CALLSOLE
902973304USBUS BANCORP DEL$236,8170.02%4,900PUTSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$236,0600.02%1,000PUTSOLE
55939A107MAGNMAGNERA CORP$235,5050.02%250,000CommonSOLE
01444V103ANNAALEANNA INC$235,4800.02%56,000CommonSOLE
88080T104WULFTERAWULF INC$235,2180.02%20,597CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$234,8560.02%2,460CommonSOLE
18452B209CLSKCLEANSPARK INC$232,1020.02%16,007CommonSOLE
670346105NUENUCOR CORP$230,2310.02%1,700CALLSOLE
14365C103POH3CARNIVAL PLC$230,0280.02%8,700CommonSOLE
G8068L108SNSHARKNINJA INC$225,6920.02%2,188CommonSOLE
50202M102LILI AUTO INC$221,5220.02%8,742CommonSOLE
093712107BEBLOOM ENERGY CORP$213,3700.02%2,523CommonSOLE
518439104ELLAUDER ESTEE COS INC$211,4880.02%2,400PUTSOLE
745867101PHMPULTE GROUP INC$211,4080.02%1,600CALLSOLE
143130102KMXCARMAX INC$210,8890.02%4,700CALLSOLE
291011104EMREMERSON ELEC CO$209,8880.02%1,600CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$207,6240.02%16,400PUTSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$206,1250.02%1,700PUTSOLE
055622104BPBP PLC$203,3140.02%5,900CALLSOLE
37940X102GPNGLOBAL PMTS INC$199,3920.02%2,400PUTSOLE
37940X102GPNGLOBAL PMTS INC$199,3920.02%2,400CALLSOLE
57667L107MTCHMATCH GROUP INC NEW$197,7920.02%5,600PUTSOLE
013872106AAALCOA CORP$197,3400.02%6,000PUTSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$195,6000.02%24,000CommonSOLE
48251W104KKRKKR & CO INC$194,9250.02%1,500PUTSOLE
855244109SBUXSTARBUCKS CORP$194,5800.02%2,300PUTSOLE
83304A106SNAPSNAP INC$194,2380.02%25,193CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$194,1480.02%600CALLSOLE
M7S64H106MNDYMONDAY COM LTD$193,6900.02%1,000CALLSOLE
26603R106DUOLDUOLINGO INC$193,1040.02%600PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$192,3750.02%900PUTSOLE
704326107PAYXPAYCHEX INC$190,1400.02%1,500PUTSOLE
016255101ALGNALIGN TECHNOLOGY INC$187,8300.01%1,500PUTSOLE
253393102DKSDICKS SPORTING GOODS INC$185,5540.01%835CommonSOLE
26856L103ELFE L F BEAUTY INC$185,4720.01%1,400PUTSOLE
244199105DEDEERE & CO$182,9040.01%400CALLSOLE
548661107LOWLOWES COS INC$175,9170.01%700CALLSOLE
M7S64H106MNDYMONDAY COM LTD$174,3210.01%900PUTSOLE
243537107DECKDECKERS OUTDOOR CORP$172,3290.01%1,700CALLSOLE
032654105ADIANALOG DEVICES INC$171,9900.01%700PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$171,0000.01%800CALLSOLE
369550108GDGENERAL DYNAMICS CORP$170,5000.01%500PUTSOLE
17275R102CSCOCISCO SYS INC$159,1450.01%2,326CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$152,2880.01%800CALLSOLE
256163106DOCUDOCUSIGN INC$151,3890.01%2,100CALLSOLE
016255101ALGNALIGN TECHNOLOGY INC$150,2640.01%1,200CALLSOLE
876030107TPRTAPESTRY INC$147,1860.01%1,300CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$147,0600.01%900PUTSOLE
78409V104SPGIS&P GLOBAL INC$146,0130.01%300CALLSOLE
670100205NVONOVO-NORDISK A S$144,2740.01%2,600PUTSOLE
G0403H108AONAON PLC$142,6320.01%400PUTSOLE
64110D104NTAPNETAPP INC$142,1520.01%1,200PUTSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$138,8210.01%17,418CommonSOLE
253868103DLRDIGITAL RLTY TR INC$138,3040.01%800PUTSOLE
889478103TOLTOLL BROTHERS INC$138,1400.01%1,000CALLSOLE
020952107AMODALPHA MODUS HLDGS INC$133,8750.01%112,500CommonSOLE
260003108DOVDOVER CORP$133,4640.01%800CALLSOLE
26856L103ELFE L F BEAUTY INC$132,4800.01%1,000CALLSOLE
291011104EMREMERSON ELEC CO$131,1800.01%1,000PUTSOLE
466313103JBLJABIL INC$130,3020.01%600CALLSOLE
26603R106DUOLDUOLINGO INC$128,7360.01%400CALLSOLE
244199105DEDEERE & CO$123,4600.01%270CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$122,2680.01%2,300CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$122,1720.01%600PUTSOLE
01444V111ANNAWALEANNA INC$119,6410.01%629,688CommonSOLE
G65163100JOBYJOBY AVIATION INC$115,8000.01%19,300CommonSOLE
256163106DOCUDOCUSIGN INC$115,3440.01%1,600PUTSOLE
833445109SNOWSNOWFLAKE INC$112,7750.01%500PUTSOLE
30231G102XOMEXXON MOBIL CORP$112,7500.01%1,000PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$112,0560.01%2,300PUTSOLE
174610105CFGCITIZENS FINL GROUP INC$111,6360.01%2,100PUTSOLE
654484153NIOBWNIOCORP DEVS LTD$111,4510.01%60,571CommonSOLE
548661107LOWLOWES COS INC$110,5760.01%440CommonSOLE
G0403H108AONAON PLC$106,9740.01%300CALLSOLE
032095101APHAMPHENOL CORP NEW$105,1880.01%850CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$104,2750.01%860CommonSOLE
704326107PAYXPAYCHEX INC$103,9430.01%820CommonSOLE
369550108GDGENERAL DYNAMICS CORP$102,3000.01%300CALLSOLE
855244109SBUXSTARBUCKS CORP$101,5200.01%1,200CALLSOLE
343412102FLRFLUOR CORP NEW$100,9680.01%2,400PUTSOLE
148929102CAVACAVA GROUP INC$100,8850.01%1,670CommonSOLE
526057104LENLENNAR CORP$100,8320.01%800CALLSOLE
260003108DOVDOVER CORP$100,0980.01%600PUTSOLE
526057104LENLENNAR CORP$99,5720.01%790CommonSOLE
78409V104SPGIS&P GLOBAL INC$97,3420.01%200PUTSOLE
57667L107MTCHMATCH GROUP INC NEW$96,0700.01%2,720CommonSOLE
670346105NUENUCOR CORP$94,8010.01%700PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$92,5680.01%1,900CALLSOLE
097023105BABOEING CO$91,0800.01%422CommonSOLE
03674X106ARANTERO RESOURCES CORP$90,6120.01%2,700CALLSOLE
466313103JBLJABIL INC$86,8680.01%400PUTSOLE
858119100STLDSTEEL DYNAMICS INC$83,6580.01%600PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$83,1760.01%7,400PUTSOLE
771049103RBLXROBLOX CORP$83,1120.01%600CALLSOLE
03674X106ARANTERO RESOURCES CORP$80,0070.01%2,384CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$78,5400.01%2,100PUTSOLE
049468101TEAMATLASSIAN CORPORATION$70,4280.01%441CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$70,1200.01%2,000PUTSOLE
889478103TOLTOLL BROTHERS INC$69,0700.01%500PUTSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$68,3190.01%300CALLSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$67,3200.01%1,800CALLSOLE
693475105PNCPNC FINL SVCS GROUP INC$60,2790.00%300CALLSOLE
40434L105HPQHP INC$57,1830.00%2,100CALLSOLE
064058100BKBANK NEW YORK MELLON CORP$54,4800.00%500CALLSOLE
G0136H102AERTAERIES TECHNOLOGY INC$52,9960.00%77,947CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$51,3300.00%600PUTSOLE
032095101APHAMPHENOL CORP NEW$49,5000.00%400CALLSOLE
626717102MURMURPHY OIL CORP$49,3350.00%50,000CommonSOLE
89278D125TBMCRTRAILBLAZER MERGER CORP I$42,5000.00%170,000CommonSOLE
020952115AMODWALPHA MODUS HLDGS INC$42,2460.00%538,163CommonSOLE
143130102KMXCARMAX INC$35,8960.00%800PUTSOLE
60937P106MDBMONGODB INC$31,0380.00%100CommonSOLE
G8068L108SNSHARKNINJA INC$30,9450.00%300CALLSOLE
25278X109FANGDIAMONDBACK ENERGY INC$28,6200.00%200CALLSOLE
878742204TECKTECK RESOURCES LTD$26,3340.00%600CALLSOLE
74144T108TROWPRICE T ROWE GROUP INC$20,5280.00%200PUTSOLE
G0136H110AERTWAERIES TECHNOLOGY INC$19,9950.00%497,399CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$19,2440.00%395CommonSOLE

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.