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Limestone Investment Advisors LP

Q4 2025 · 13F-HR

Limestone Investment Advisors LPholdings as filed

Filed 2026-02-17 · accession 0002075597-26-000002

$1.04B
Reported value
446
Positions
2025-12-31
Period end
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The Brief · Limestone Investment Advisors LP · Q4 2025

AI · grounded in 13F

Limestone Investment Advisors LP closed its position in COST, reducing its exposure by $14.05M. The fund established new positions in LRCX for $8.27M, NVDA for $6.17M, and QQQ for $6.14M. Additionally, the firm increased its holdings in PYPL by 416.14%, AAPL by 27.7%, and GOOGL by 15.8%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$192.4M18.4%282,200PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$126.7M12.1%185,800CALLSOLE
037833100AAPLAPPLE INC$26.5M2.54%97,500PUTSOLE
037833100AAPLAPPLE INC$25.4M2.44%93,500CALLSOLE
02079K305GOOGLALPHABET INC$18.4M1.76%58,700CALLSOLE
023135106AMZNAMAZON COM INC$17.6M1.69%76,300CALLSOLE
02079K305GOOGLALPHABET INC$17.1M1.64%54,700PUTSOLE
023135106AMZNAMAZON COM INC$16.0M1.54%69,500PUTSOLE
172967424CCITIGROUP INC$14.5M1.39%124,000PUTSOLE
30303M102METAMETA PLATFORMS INC$13.5M1.30%20,500CALLSOLE
172967424CCITIGROUP INC$13.5M1.29%115,500CALLSOLE
30303M102METAMETA PLATFORMS INC$12.6M1.21%19,100PUTSOLE
594918104MSFTMICROSOFT CORP$11.9M1.14%24,700CALLSOLE
594918104MSFTMICROSOFT CORP$11.9M1.14%24,600PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$11.0M1.06%34,200CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.5M1.01%32,700PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$10.0M0.96%171,400CALLSOLE
247361702DALDELTA AIR LINES INC DEL$9.9M0.95%142,600CALLSOLE
060505104BACBANK AMERICA CORP$9.1M0.88%166,100PUTSOLE
949746101WMT2WELLS FARGO CO NEW$8.4M0.81%90,300CALLSOLE
060505104BACBANK AMERICA CORP$7.6M0.73%138,700CALLSOLE
617446448MSMORGAN STANLEY$7.5M0.72%42,100PUTSOLE
N07059210ASMLASML HOLDING N V$7.0M0.67%6,500PUTSOLE
949746101WMT2WELLS FARGO CO NEW$6.9M0.66%74,400PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.9M0.66%10,144CommonSOLE
02079K305GOOGLALPHABET INC$6.7M0.64%21,456CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.2M0.60%20,500PUTSOLE
46090E103QQQINVESCO QQQ TR$6.1M0.59%10,000CommonSOLE
601137102MRPMILLROSE PPTYS INC$6.1M0.58%203,795CommonSOLE
N00985106AERAERCAP HOLDINGS NV$5.9M0.57%41,206CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.9M0.56%34,200PUTSOLE
149123101CATCATERPILLAR INC$5.8M0.55%10,100CALLSOLE
N07059210ASMLASML HOLDING N V$5.8M0.55%5,400CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$5.8M0.55%39,405CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.7M0.55%18,900CALLSOLE
64110L106NFLXNETFLIX INC$5.6M0.54%60,100CALLSOLE
617446448MSMORGAN STANLEY$5.5M0.53%31,000CALLSOLE
64110L106NFLXNETFLIX INC$5.3M0.50%56,200PUTSOLE
92826C839VVISA INC$4.9M0.47%14,000CALLSOLE
65290E101NXTNEXTPOWER INC$4.8M0.46%55,314CommonSOLE
92826C839VVISA INC$4.7M0.45%13,300PUTSOLE
149123101CATCATERPILLAR INC$4.6M0.44%8,000PUTSOLE
404280406HSBCHSBC HLDGS PLC$4.4M0.42%56,037CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4.3M0.41%18,800CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.0M0.38%49,161CommonSOLE
037833100AAPLAPPLE INC$4.0M0.38%14,596CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.0M0.38%4,500CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.9M0.37%4,400PUTSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.8M0.37%47,000CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.8M0.36%102,800PUTSOLE
64110W102NTESNETEASE INC$3.6M0.35%26,467CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.6M0.34%16,800CALLSOLE
166764100CVXCHEVRON CORP NEW$3.6M0.34%23,400CALLSOLE
369604301GEGE AEROSPACE$3.5M0.34%11,500PUTSOLE
06738E204BCSBARCLAYS PLC$3.5M0.34%138,900CommonSOLE
747525103QCOMQUALCOMM INC$3.5M0.34%20,500CALLSOLE
097023105BABOEING CO$3.5M0.33%15,900PUTSOLE
670100205NVONOVO-NORDISK A S$3.4M0.33%67,400PUTSOLE
882508104TXNTEXAS INSTRS INC$3.3M0.32%19,200CALLSOLE
67066G104NVDANVIDIA CORPORATION$3.2M0.31%17,300CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.2M0.31%39,400PUTSOLE
89677Q107TCOMTRIP COM GROUP LTD$3.2M0.31%44,600CommonSOLE
670100205NVONOVO-NORDISK A S$3.2M0.30%62,300CALLSOLE
594918104MSFTMICROSOFT CORP$3.1M0.29%6,333CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.0M0.29%17,100CALLSOLE
767204100RIORIO TINTO PLC$3.0M0.29%37,814CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.0M0.28%13,800PUTSOLE
67066G104NVDANVIDIA CORPORATION$2.9M0.28%15,800PUTSOLE
097023105BABOEING CO$2.9M0.28%13,400CALLSOLE
882508104TXNTEXAS INSTRS INC$2.8M0.27%16,400PUTSOLE
532457108LLYELI LILLY & CO$2.8M0.27%2,600PUTSOLE
532457108LLYELI LILLY & CO$2.8M0.27%2,600CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.27%8,400CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.7M0.26%73,400CALLSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.7M0.25%14,300CommonSOLE
780259305SHELSHELL PLC$2.6M0.25%36,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.6M0.25%10,900CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.6M0.25%8,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$2.6M0.25%10,600PUTSOLE
025816109AXPAMERICAN EXPRESS CO$2.5M0.24%6,800PUTSOLE
219350105GLWCORNING INC$2.5M0.24%28,700PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.5M0.24%42,800PUTSOLE
747525103QCOMQUALCOMM INC$2.4M0.23%14,200PUTSOLE
369604301GEGE AEROSPACE$2.3M0.22%7,600CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.21%7,300PUTSOLE
654106103NKENIKE INC$2.1M0.20%33,500CALLSOLE
254687106DISDISNEY WALT CO$2.1M0.20%18,700CALLSOLE
47215P106JDJD.COM INC$2.1M0.20%74,080CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$2.1M0.20%195,371CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.20%17,100PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.19%6,800CALLSOLE
247361702DALDELTA AIR LINES INC DEL$2.0M0.19%28,100PUTSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.19%12,700PUTSOLE
482497104BEKEKE HLDGS INC$1.9M0.18%121,668CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.18%16,700PUTSOLE
91913Y100VLOVALERO ENERGY CORP$1.9M0.18%11,500PUTSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.18%2,775CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.17%15,000CALLSOLE
17275R102CSCOCISCO SYS INC$1.8M0.17%23,400PUTSOLE
N07059210ASMLASML HOLDING N V$1.8M0.17%1,680CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.8M0.17%10,417CommonSOLE
219350105GLWCORNING INC$1.8M0.17%20,200CALLSOLE
64110L106NFLXNETFLIX INC$1.7M0.16%18,320CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.16%3,000PUTSOLE
45104G104IBNICICI BANK LIMITED$1.7M0.16%57,300CommonSOLE
34959E109FTNTFORTINET INC$1.7M0.16%20,900PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.16%2,900CALLSOLE
91913Y100VLOVALERO ENERGY CORP$1.6M0.16%10,100CALLSOLE
09075V102BNTXBIONTECH SE$1.6M0.16%17,190CommonSOLE
23804L103DDOGDATADOG INC$1.6M0.16%12,000CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.6M0.16%11,100PUTSOLE
58733R102MELIMERCADOLIBRE INC$1.6M0.15%800CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.15%4,490CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.6M0.15%4,200CALLSOLE
23804L103DDOGDATADOG INC$1.6M0.15%11,400PUTSOLE
17275R102CSCOCISCO SYS INC$1.5M0.15%20,100CALLSOLE
92840M102VSTVISTRA CORP$1.5M0.15%9,568CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.5M0.15%43,207CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.5M0.14%15,200PUTSOLE
36828A101GEVGE VERNOVA INC$1.5M0.14%2,300PUTSOLE
76655K111RGTIWRIGETTI COMPUTING INC$1.4M0.14%130,201CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.14%2,200CALLSOLE
58933Y105MRKMERCK & CO INC$1.4M0.14%13,500CALLSOLE
75513E101RTXRTX CORPORATION$1.4M0.14%7,700CALLSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.4M0.13%190,644CommonSOLE
038222105AMATAPPLIED MATLS INC$1.3M0.13%5,250CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.3M0.13%26,400CALLSOLE
670100205NVONOVO-NORDISK A S$1.3M0.13%25,777CommonSOLE
033853102ANDGANDERSEN GROUP INC$1.3M0.12%50,000CommonSOLE
25809K105DASHDOORDASH INC$1.3M0.12%5,600CALLSOLE
254687106DISDISNEY WALT CO$1.3M0.12%11,123CommonSOLE
23331A109DHID R HORTON INC$1.3M0.12%8,700PUTSOLE
65342K105NEXTNEXTDECADE CORP$1.2M0.12%235,634CommonSOLE
438516106HONHONEYWELL INTL INC$1.2M0.12%6,300CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.2M0.11%8,100CALLSOLE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.11%6,400CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.11%11,700CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.2M0.11%22,800PUTSOLE
038222105AMATAPPLIED MATLS INC$1.2M0.11%4,500CALLSOLE
55354G100MSCIMSCI INC$1.1M0.11%2,000CommonSOLE
235851102DHRDANAHER CORPORATION$1.1M0.11%5,000PUTSOLE
088606108BHPBHP GROUP LTD$1.1M0.10%17,800CALLSOLE
235851102DHRDANAHER CORPORATION$1.1M0.10%4,600CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.0M0.10%88,461CommonSOLE
038222105AMATAPPLIED MATLS INC$1.0M0.10%4,000PUTSOLE
25809K105DASHDOORDASH INC$1.0M0.10%4,500PUTSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$983,1150.09%31,500PUTSOLE
09260D107BXBLACKSTONE INC$971,0820.09%6,300PUTSOLE
09290D101BLKBLACKROCK INC$963,3060.09%900CALLSOLE
75513E101RTXRTX CORPORATION$953,6800.09%5,200PUTSOLE
92826C839VVISA INC$952,5280.09%2,716CommonSOLE
89832Q109TFCTRUIST FINL CORP$949,7530.09%19,300PUTSOLE
78409V104SPGIS&P GLOBAL INC$940,6620.09%1,800CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$939,1180.09%59,213CommonSOLE
438516106HONHONEYWELL INTL INC$936,4320.09%4,800PUTSOLE
461202103INTUINTUIT$927,3880.09%1,400PUTSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$926,0040.09%47,905CommonSOLE
406216101HALHALLIBURTON CO$915,6240.09%32,400CALLSOLE
58933Y105MRKMERCK & CO INC$905,2360.09%8,600PUTSOLE
81141R100SESEA LTD$892,9900.09%7,000CommonSOLE
260557103DOWDOW INC$883,7640.08%37,800CALLSOLE
771049103RBLXROBLOX CORP$875,1240.08%10,800CALLSOLE
437076102HDHOME DEPOT INC$860,2500.08%2,500PUTSOLE
09290D101BLKBLACKROCK INC$856,2720.08%800PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$838,5510.08%54,700PUTSOLE
92766KAA4SPCESPCE 2.5 02/01/27 CORP$817,8300.08%1,000,000CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$813,2560.08%23,600CALLSOLE
34959E109FTNTFORTINET INC$809,9820.08%10,200CALLSOLE
09260D107BXBLACKSTONE INC$801,5280.08%5,200CALLSOLE
73278L105POOLPOOL CORP$795,3640.08%3,477CommonSOLE
91913Y100VLOVALERO ENERGY CORP$790,3450.08%4,855CommonSOLE
505336107LZBLA Z BOY INC$789,4530.08%21,182CommonSOLE
086516101BBYBEST BUY INC$789,1720.08%11,791CommonSOLE
20825C104COPCONOCOPHILLIPS$786,3240.08%8,400CALLSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$784,7720.08%15,708CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$783,0550.08%750,000CommonSOLE
880770102TERTERADYNE INC$774,2400.07%4,000CALLSOLE
20825C104COPCONOCOPHILLIPS$767,6020.07%8,200PUTSOLE
G54950103LINLINDE PLC$767,5020.07%1,800PUTSOLE
60786M105MCMOELIS & CO$757,6170.07%1,000CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$751,4280.07%3,600PUTSOLE
125523100CITHE CIGNA GROUP$743,1210.07%2,700PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$736,2680.07%1,300CALLSOLE
032654105ADIANALOG DEVICES INC$732,2400.07%2,700CALLSOLE
23804L103DDOGDATADOG INC$720,7470.07%5,300CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$718,3800.07%3,900PUTSOLE
571903202MARMARRIOTT INTL INC NEW$713,5520.07%2,300CALLSOLE
33829M101FIVEFIVE BELOW INC$708,6100.07%3,762CommonSOLE
032095101APHAMPHENOL CORP NEW$702,7280.07%5,200PUTSOLE
143658300CCL1EURCARNIVAL CORP$702,4200.07%23,000PUTSOLE
552953101MGMMGM RESORTS INTERNATIONAL$696,1930.07%19,079CommonSOLE
227046109CROXCROCS INC$684,1600.07%8,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$674,7800.06%1,182CommonSOLE
G5960L103MDTMEDTRONIC PLC$672,4200.06%7,000CALLSOLE
G29183103ETNEATON CORP PLC$668,8710.06%2,100PUTSOLE
98138H101WDAYWORKDAY INC$654,4350.06%3,047CommonSOLE
855244109SBUXSTARBUCKS CORP$648,4170.06%7,700PUTSOLE
654902204NOKNOKIA CORP$648,2940.06%100,200PUTSOLE
654106103NKENIKE INC$637,1000.06%10,000PUTSOLE
512807306LRCXLAM RESEARCH CORP$633,3660.06%3,700CALLSOLE
16679L109CHWYCHEWY INC$631,8170.06%19,117CommonSOLE
G6683N103NUNU HLDGS LTD$622,7280.06%37,200PUTSOLE
773903109ROKROCKWELL AUTOMATION INC$622,5120.06%1,600CALLSOLE
G5960L103MDTMEDTRONIC PLC$614,7840.06%6,400PUTSOLE
595112103MUMICRON TECHNOLOGY INC$606,4960.06%2,125CommonSOLE
548661107LOWLOWES COS INC$600,7300.06%2,491CommonSOLE
880770102TERTERADYNE INC$600,0360.06%3,100PUTSOLE
918204108VFCV F CORP$598,9720.06%33,129CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$594,9120.06%9,600CALLSOLE
704326107PAYXPAYCHEX INC$594,5540.06%5,300PUTSOLE
00287Y109ABBVABBVIE INC$594,0740.06%2,600CALLSOLE
368736104GNRCGENERAC HLDGS INC$586,3910.06%4,300CALLSOLE
437076102HDHOME DEPOT INC$584,9700.06%1,700CALLSOLE
79466L302CRMSALESFORCE INC$582,8020.06%2,200PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$580,7100.06%1,000PUTSOLE
718546104PSXPHILLIPS 66$580,6800.06%4,500PUTSOLE
088606108BHPBHP GROUP LTD$579,5520.06%9,600PUTSOLE
907818108UNPUNION PAC CORP$578,3000.06%2,500PUTSOLE
98954M200ZZILLOW GROUP INC$573,0480.05%8,400PUTSOLE
G6683N103NUNU HLDGS LTD$569,1600.05%34,000CALLSOLE
771049103RBLXROBLOX CORP$567,2100.05%7,000PUTSOLE
855244109SBUXSTARBUCKS CORP$564,2070.05%6,700CALLSOLE
23331A109DHID R HORTON INC$561,7170.05%3,900CALLSOLE
231021106CMICUMMINS INC$561,4950.05%1,100PUTSOLE
778296103ROSTROSS STORES INC$560,2350.05%3,110CommonSOLE
571903202MARMARRIOTT INTL INC NEW$558,4320.05%1,800PUTSOLE
143658300CCL1EURCARNIVAL CORP$555,8280.05%18,200CALLSOLE
N3167Y103RACEFERRARI N V$554,3400.05%1,500PUTSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$552,2370.05%57,286CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$545,8240.05%27,298CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$540,1830.05%2,100PUTSOLE
23331A109DHID R HORTON INC$531,1830.05%3,688CommonSOLE
806857108SLBSLB LIMITED$529,6440.05%13,800CALLSOLE
629377508NRGNRG ENERGY INC$512,4330.05%500,000CommonSOLE
G29183103ETNEATON CORP PLC$509,6160.05%1,600CALLSOLE
704326107PAYXPAYCHEX INC$504,8100.05%4,500CALLSOLE
150870103CECELANESE CORP DEL$500,3480.05%500,000CommonSOLE
74340W103PLDPROLOGIS INC.$497,8740.05%3,900PUTSOLE
02376R102AALAMERICAN AIRLS GROUP INC$490,5600.05%32,000CALLSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$486,8760.05%15,600CALLSOLE
N3167Y103RACEFERRARI N V$480,4280.05%1,300CALLSOLE
278642103EBAYEBAY INC.$474,8690.05%5,452CommonSOLE
G6683N103NUNU HLDGS LTD$473,3570.05%28,277CommonSOLE
461202103INTUINTUIT$463,6940.04%700CALLSOLE
88339J105TTDTHE TRADE DESK INC$458,1770.04%12,070CommonSOLE
48251W104KKRKKR & CO INC$446,1800.04%3,500PUTSOLE
406216101HALHALLIBURTON CO$443,6820.04%15,700PUTSOLE
90138F102TWLOTWILIO INC$440,9440.04%3,100CALLSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$439,1960.04%21,248CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$432,9480.04%2,074CommonSOLE
364760108GAPGAP INC$427,1870.04%16,687CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$421,6340.04%2,289CommonSOLE
48251W104KKRKKR & CO INC$420,6840.04%3,300CALLSOLE
907818108UNPUNION PAC CORP$416,3760.04%1,800CALLSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$409,6480.04%1,600PUTSOLE
337738108FISVFISERV INC$403,0200.04%6,000CALLSOLE
291011104EMREMERSON ELEC CO$398,1600.04%3,000PUTSOLE
68389X105ORCLORACLE CORP$389,8200.04%2,000CommonSOLE
125523100CITHE CIGNA GROUP$385,3220.04%1,400CALLSOLE
243537107DECKDECKERS OUTDOOR CORP$373,2120.04%3,600CALLSOLE
517834107LVSLAS VEGAS SANDS CORP$371,0130.04%5,700PUTSOLE
458140100INTCINTEL CORP$357,9300.03%9,700CALLSOLE
231021106CMICUMMINS INC$357,3150.03%700CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$355,5000.03%2,000PUTSOLE
009066101ABNBAIRBNB INC$352,8720.03%2,600CALLSOLE
032654105ADIANALOG DEVICES INC$352,5600.03%1,300PUTSOLE
773903109ROKROCKWELL AUTOMATION INC$350,1630.03%900PUTSOLE
G25508105CRHCRH PLC$349,4400.03%2,800PUTSOLE
718546104PSXPHILLIPS 66$348,4080.03%2,700CALLSOLE
98954M200ZZILLOW GROUP INC$347,9220.03%5,100CALLSOLE
46120E602ISRGINTUITIVE SURGICAL INC$339,8160.03%600PUTSOLE
526057104LENLENNAR CORP$339,2400.03%3,300CALLSOLE
34959E109FTNTFORTINET INC$333,4430.03%4,199CommonSOLE
13321L108CCJCAMECO CORP$329,3640.03%3,600PUTSOLE
049468101TEAMATLASSIAN CORPORATION$324,2800.03%2,000CALLSOLE
055622104BPBP PLC$322,9890.03%9,300CALLSOLE
858119100STLDSTEEL DYNAMICS INC$321,9550.03%1,900PUTSOLE
89832Q109TFCTRUIST FINL CORP$319,8650.03%6,500CALLSOLE
571903202MARMARRIOTT INTL INC NEW$319,8570.03%1,031CommonSOLE
291011104EMREMERSON ELEC CO$318,5280.03%2,400CALLSOLE
718546104PSXPHILLIPS 66$316,1480.03%2,450CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$303,2480.03%8,800PUTSOLE
18915M107NETCLOUDFLARE INC$295,7250.03%1,500CALLSOLE
031162100AMGNAMGEN INC$294,5790.03%900PUTSOLE
37045V100GMGENERAL MTRS CO$292,7520.03%3,600PUTSOLE
G51502105JCIJOHNSON CTLS INTL PLC$287,4000.03%2,400CALLSOLE
01741R102ATIATI INC$275,4240.03%2,400CALLSOLE
68389X105ORCLORACLE CORP$272,8740.03%1,400CALLSOLE
369550108GDGENERAL DYNAMICS CORP$269,3280.03%800CALLSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$267,2750.03%250,000CommonSOLE
829242106SBGISINCLAIR INC$261,5800.03%250,000CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$261,2600.03%250,000CommonSOLE
95082P105WCCWESCO INTL INC$261,1350.03%250,000CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$261,0600.03%250,000CommonSOLE
371927104GELGENESIS ENERGY L P$259,5780.02%250,000CommonSOLE
05464C101AXONAXON ENTERPRISE INC$259,1230.02%250,000CommonSOLE
G0084W101ADNTADIENT PLC$258,2180.02%250,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$257,2300.02%1,000CALLSOLE
880779103TEXTEREX CORP NEW$256,8600.02%250,000CommonSOLE
68268W103OMFONEMAIN HLDGS INC$256,7650.02%250,000CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$254,2630.02%250,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$253,8780.02%250,000CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$253,2880.02%250,000CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$252,7230.02%250,000CommonSOLE
191216100KOCOCA COLA CO$251,6760.02%3,600CALLSOLE
225310101CACCCREDIT ACCEP CORP MICH$251,3850.02%250,000CommonSOLE
451100101IEPICAHN ENTERPRISES LP$250,0330.02%250,000CommonSOLE
781154109RBRKRUBRIK INC.$247,6420.02%3,238CommonSOLE
98980G102ZSZSCALER INC$247,4120.02%1,100CALLSOLE
55939A107MAGNMAGNERA CORP$246,1750.02%250,000CommonSOLE
032095101APHAMPHENOL CORP NEW$243,2520.02%1,800CALLSOLE
163851108CCCHEMOURS CO$242,4430.02%250,000CommonSOLE
50187T106LGIHLGI HOMES INC$240,2100.02%250,000CommonSOLE
316773100FITBFIFTH THIRD BANCORP$238,7310.02%5,100PUTSOLE
79466L302CRMSALESFORCE INC$238,4190.02%900CALLSOLE
369550108GDGENERAL DYNAMICS CORP$235,6620.02%700PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$234,3800.02%500CALLSOLE
806857108SLBSLB LIMITED$234,1180.02%6,100PUTSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$233,5200.02%600PUTSOLE
G5960L103MDTMEDTRONIC PLC$233,4260.02%2,430CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$231,6160.02%1,600PUTSOLE
889478103TOLTOLL BROTHERS INC$229,8740.02%1,700CALLSOLE
81762P102NOWSERVICENOW INC$229,7850.02%1,500PUTSOLE
337738108FISVFISERV INC$228,3780.02%3,400PUTSOLE
466313103JBLJABIL INC$228,0200.02%1,000CALLSOLE
30212P303EXPEEXPEDIA GROUP INC$226,6480.02%800CALLSOLE
65290E101NXTNEXTPOWER INC$226,4860.02%2,600CALLSOLE
172908105CTASCINTAS CORP$225,6840.02%1,200PUTSOLE
718172109PMPHILIP MORRIS INTL INC$224,5600.02%1,400PUTSOLE
013872106AAALCOA CORP$223,1880.02%4,200CALLSOLE
040413205ANETARISTA NETWORKS INC$222,7510.02%1,700PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$220,6700.02%380CommonSOLE
72352L106PINSPINTEREST INC$220,0650.02%8,500CALLSOLE
713448108PEPPEPSICO INC$215,2800.02%1,500CALLSOLE
90138F102TWLOTWILIO INC$213,3600.02%1,500PUTSOLE
78409V104SPGIS&P GLOBAL INC$209,0360.02%400CALLSOLE
009066101ABNBAIRBNB INC$203,5800.02%1,500PUTSOLE
77311W101RKTROCKET COS INC$203,2800.02%10,500PUTSOLE
260557103DOWDOW INC$198,7300.02%8,500PUTSOLE
031162100AMGNAMGEN INC$196,3860.02%600CALLSOLE
68389X105ORCLORACLE CORP$194,9100.02%1,000PUTSOLE
77311W101RKTROCKET COS INC$189,7280.02%9,800CALLSOLE
72352L106PINSPINTEREST INC$188,9970.02%7,300PUTSOLE
517834107LVSLAS VEGAS SANDS CORP$188,7610.02%2,900CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$187,5040.02%400PUTSOLE
98954M200ZZILLOW GROUP INC$184,6720.02%2,707CommonSOLE
00287Y109ABBVABBVIE INC$182,7920.02%800PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$179,2210.02%700CALLSOLE
03674X106ARANTERO RESOURCES CORP$179,1920.02%5,200CALLSOLE
18915M107NETCLOUDFLARE INC$177,4350.02%900PUTSOLE
055622104BPBP PLC$177,1230.02%5,100PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$176,6350.02%500CALLSOLE
98138H101WDAYWORKDAY INC$171,8240.02%800PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$169,9860.02%600PUTSOLE
552953101MGMMGM RESORTS INTERNATIONAL$167,8540.02%4,600CALLSOLE
902973304USBUS BANCORP DEL$165,4160.02%3,100PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$163,9510.02%1,900CALLSOLE
778296103ROSTROSS STORES INC$162,1260.02%900PUTSOLE
01444V103ANNAALEANNA INC$161,0500.02%56,000CommonSOLE
086516101BBYBEST BUY INC$160,6320.02%2,400PUTSOLE
713448108PEPPEPSICO INC$157,8720.02%1,100PUTSOLE
N3167Y103RACEFERRARI N V$155,5850.01%421CommonSOLE
889478103TOLTOLL BROTHERS INC$148,7420.01%1,100PUTSOLE
654902204NOKNOKIA CORP$146,8690.01%22,700CALLSOLE
042068205ARMARM HOLDINGS PLC$142,1030.01%1,300PUTSOLE
G25508105CRHCRH PLC$137,2800.01%1,100CALLSOLE
744320102PRUPRUDENTIAL FINL INC$135,4560.01%1,200PUTSOLE
37045V100GMGENERAL MTRS CO$130,9250.01%1,610CommonSOLE
126408103CSXCSX CORP$130,5000.01%3,600PUTSOLE
74340W103PLDPROLOGIS INC.$127,6600.01%1,000CALLSOLE
G54950103LINLINDE PLC$123,6530.01%290CommonSOLE
316773100FITBFIFTH THIRD BANCORP$121,7060.01%2,600CALLSOLE
88339J105TTDTHE TRADE DESK INC$121,4720.01%3,200PUTSOLE
125523100CITHE CIGNA GROUP$121,1010.01%440CommonSOLE
654902204NOKNOKIA CORP$119,3070.01%18,440CommonSOLE
052769106ADSKAUTODESK INC$118,4040.01%400PUTSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$116,1420.01%200CALLSOLE
126408103CSXCSX CORP$116,0000.01%3,200CALLSOLE
032095101APHAMPHENOL CORP NEW$114,8690.01%850CommonSOLE
049468101TEAMATLASSIAN CORPORATION$113,4980.01%700PUTSOLE
744320102PRUPRUDENTIAL FINL INC$112,8800.01%1,000CALLSOLE
461202103INTUINTUIT$112,6110.01%170CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$107,7750.01%900PUTSOLE
88339J105TTDTHE TRADE DESK INC$106,2880.01%2,800CALLSOLE
031162100AMGNAMGEN INC$104,7390.01%320CommonSOLE
74340W103PLDPROLOGIS INC.$104,6810.01%820CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$104,3650.01%500CALLSOLE
458140100INTCINTEL CORP$103,3200.01%2,800PUTSOLE
858119100STLDSTEEL DYNAMICS INC$101,6700.01%600CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$101,5400.01%1,560CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$101,1920.01%260CommonSOLE
81762P102NOWSERVICENOW INC$99,5740.01%650CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$96,5860.01%451CommonSOLE
771049103RBLXROBLOX CORP$94,8050.01%1,170CommonSOLE
042068205ARMARM HOLDINGS PLC$92,9140.01%850CommonSOLE
052769106ADSKAUTODESK INC$88,8030.01%300CALLSOLE
01444V111ANNAWALEANNA INC$86,6210.01%612,164CommonSOLE
98138H101WDAYWORKDAY INC$85,9120.01%400CALLSOLE
G54950103LINLINDE PLC$85,2780.01%200CALLSOLE
20825C104COPCONOCOPHILLIPS$85,1850.01%910CommonSOLE
01741R102ATIATI INC$80,3320.01%700PUTSOLE
654484153NIOBWNIOCORP DEVS LTD$79,8330.01%42,921CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$74,3640.01%1,200PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$72,3800.01%500CALLSOLE
466313103JBLJABIL INC$68,4060.01%300PUTSOLE
13321L108CCJCAMECO CORP$54,8940.01%600CALLSOLE
902973304USBUS BANCORP DEL$53,3600.01%1,000CALLSOLE
78409V104SPGIS&P GLOBAL INC$52,2590.01%100PUTSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$51,7740.00%600PUTSOLE
020952107AMODALPHA MODUS HLDGS INC$51,7610.00%112,500CommonSOLE
626717102MURMURPHY OIL CORP$49,9820.00%50,000CommonSOLE
548661107LOWLOWES COS INC$48,2320.00%200PUTSOLE
03674X106ARANTERO RESOURCES CORP$44,7980.00%1,300PUTSOLE
526057104LENLENNAR CORP$44,2040.00%430CommonSOLE
89278D125TBMCRTRAILBLAZER MERGER CORP I$41,2420.00%170,000CommonSOLE
G4375F108HYACHAYMAKER ACQUISITION CORP IV$30,0780.00%19,405CommonSOLE
020952115AMODWALPHA MODUS HLDGS INC$29,5450.00%538,163CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$25,5430.00%700PUTSOLE
013872106AAALCOA CORP$21,2560.00%400PUTSOLE
191216100KOCOCA COLA CO$20,9730.00%300PUTSOLE
243537107DECKDECKERS OUTDOOR CORP$20,7340.00%200PUTSOLE
G0136H110AERTWAERIES TECHNOLOGY INC$18,6520.00%497,399CommonSOLE
G0136H102AERTAERIES TECHNOLOGY INC$17,9650.00%34,849CommonSOLE
182744102CLASSOVER HLDGS INC$17,3550.00%97,500CommonSOLE
858119100STLDSTEEL DYNAMICS INC$16,9450.00%100CALLSOLE
086516101BBYBEST BUY INC$13,3860.00%200CALLSOLE
040413205ANETARISTA NETWORKS INC$13,1030.00%100CALLSOLE
G85727116SDAWWSUNCAR TECHNOLOGY GROUP INC$11,5320.00%274,581CommonSOLE
47215P106JDJD.COM INC$8,6100.00%300CALLSOLE
48251W104KKRKKR & CO INC$7,6490.00%60CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3,9680.00%40CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$3,8330.00%250CommonSOLE
20460L112SPWRWSUNPOWER INC$3,6180.00%15,076CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3,3670.00%10CommonSOLE
53838J105LVWRLIVEWIRE GROUP INC$3,2680.00%52,200CommonSOLE
693489114VEEAWVEEA INC$3,0860.00%38,668CommonSOLE
G20707116CCGWWCHECHE GROUP INC$2,9720.00%145,700CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2,0870.00%10CommonSOLE
738920115ASBPWASPIRE BIOPHARMA HLDGS INC$1,2380.00%75,000CommonSOLE
54572F119LOTWWLOTUS TECHNOLOGY INC$9540.00%17,351CommonSOLE
29415V117COCHWENVOY MEDICAL INC$9130.00%23,467CommonSOLE
53271X116LIMNWLIMINATUS PHARMA INC.$7900.00%22,562CommonSOLE
23248B117CXAIWCXAPP INC$7050.00%15,168CommonSOLE
09769B115BSLKWBOLT PROJS HLDGS INC$6970.00%42,010CommonSOLE
337655302NOTEFISCALNOTE HOLDINGS INC$6010.00%19,700CommonSOLE
02008G201ALURALLURION TECHNOLOGIES INC$1680.00%10,950CommonSOLE

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.