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Institutional

ARMISTICE CAPITAL, LLC

CIK 0001601086
$5.62B
Reported AUM
253
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · ARMISTICE CAPITAL, LLC · Q1 2026

AI · grounded in 13F

ARMISTICE CAPITAL, LLC closed its position in ARGX, reducing its exposure by $48.78M. The fund established new positions in UNH for $40.05M and META for $18.65M. Additionally, the fund increased its holdings in MDLN by 873.62% and HRMY by 224.8%.

Portfolio · Q1 2026

SPY$1.37BIWM$868.0MAGIOCYTKPTCTTVTXMDGLIMVTOther$2.11BAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$1.37B24.28%900,000−30.0%
2IWMISHARES TR$281.65-3.55%34.35%35.27%$868.0M15.43%4,600,000−56.8%
3AGIOAGIOS PHARMACEUTICALS INC$28.29-1.74%-17.59%-41.17%$200.1M3.56%120,000−2.0%
4CYTKCYTOKINETICS INC$71.48-1.12%121.30%140.84%$175.6M3.12%+171,772+6.9%
5PTCTPTC THERAPEUTICS INC$70.970.47%36.14%85.16%$167.9M2.99%337,420−12.0%
6TVTXTRAVERE THERAPEUTICS INC$45.81-0.80%199.02%233.16%$145.5M2.59%+1,133,526+30.1%
7MDGLMADRIGAL PHARMACEUTICALS INC$486.98-1.19%75.03%457.70%$138.5M2.46%1,122−0.4%
8IMVTIMMUNOVANT INC$31.11-4.78%85.51%197.42%$135.7M2.41%1,032,239−15.9%
9SUPNSUPERNUS PHARMACEUTICALS$44.750.11%34.99%69.96%$98.0M1.74%868,653−31.4%
10NBIXNEUROCRINE BIOSCIENCES INC$163.88-2.07%30.70%75.82%$95.4M1.70%96,240−11.7%
11FRPTFRESHPET INC$49.741.06%-38.14%-66.04%$64.5M1.15%202,693−15.6%
12INCYINCYTE CORP$102.381.13%48.87%32.36%$61.8M1.10%441,285−40.2%
13DYNDYNE THERAPEUTICS INC$17.04-7.44%15.92%-5.70%$57.6M1.02%74,598−2.3%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$54.6M0.97%105,496−28.7%
15IRWDIRONWOOD PHARMACEUTICALS INC$3.31-2.65%442.62%-75.06%$52.7M0.94%997,000−6.2%
16SSENTINELONE INC$15.95-3.51%-13.13%-67.65%$45.7M0.81%2,074,370−36.9%
17HRMYHARMONY BIOSCIENCES HLDGS IN$32.20-2.31%-9.55%23.09%$45.5M0.81%+1,124,000+224.8%
18TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$45.0M0.80%+28,653+45.6%
19FIVNFIVE9 INC$23.52-3.84%-19.31%-88.32%$43.1M0.77%958,000−25.2%
20NKTRNEKTAR THERAPEUTICS$57.32-3.36%470.35%-75.80%$41.6M0.74%18,000−3.0%
21UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$40.0M0.71%+148,000NEW
22UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$37.3M0.66%+236,026+83.5%
23PENNPENN ENTERTAINMENT INC$19.23-2.04%23.35%-71.88%$37.2M0.66%618,000−20.0%
24IMCRIMMUNOCORE HLDGS PLC$28.29-1.63%-24.05%-13.54%$35.8M0.64%+90,000+8.2%
25XRAYDENTSPLY SIRONA INC$10.001.21%-34.87%-83.15%$34.8M0.62%4,298,000−58.9%
26RIGLRIGEL PHARMACEUTICALS INC$29.93-1.06%39.27%-25.17%$34.6M0.62%+444,000+53.1%
27IRONDISC MEDICINE INC$67.00-5.78%33.95%-45.13%$34.3M0.61%+36,609+7.3%
28GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$34.1M0.61%77,906−39.7%
29MLYSMINERALYS THERAPEUTICS INC$23.69-5.43%46.96%51.28%$31.9M0.57%+499,965+74.0%
30HUBSHUBSPOT INC$212.64-3.51%-65.11%-64.32%$31.4M0.56%+60,583+89.1%
31AXGNAXOGEN INC$42.800.97%$31.0M0.55%HELD
32OFIXORTHOFIX MED INC$10.29-0.48%$31.0M0.55%+52,000+2.0%
33KURAKURA ONCOLOGY INC$8.74-0.34%$30.4M0.54%1,200,000−24.3%
34AVNSAVANOS MED INC$25.050.20%$28.0M0.50%1,200,000−37.5%
35REGNREGENERON PHARMACEUTICALS$635.451.07%$27.9M0.50%47,874−57.0%
36ALGNALIGN TECHNOLOGY INC$167.74-0.33%$27.1M0.48%+81,855+107.6%
37MDBMONGODB INC$350.74-7.74%$26.3M0.47%+58,152+118.3%
38BABAALIBABA GROUP HLDG LTD$121.06-3.88%$25.6M0.46%115,100−36.1%
39MDLNMEDLINE INC$33.61-2.44%$25.1M0.45%+506,841+873.6%
40KALVKALVISTA PHARMACEUTICALS INC$26.950.00%$24.9M0.44%+436,000+54.5%
41DDOGDATADOG INC$234.11-3.90%$24.6M0.44%35,973−14.7%
42HUMHUMANA INC$350.080.08%$24.5M0.44%+69,582+97.1%
43VSTMVERASTEM INC$3.71-3.89%$24.3M0.43%+1,056,000+29.9%
44ISRGINTUITIVE SURGICAL INC$422.060.77%$24.0M0.43%9,030−14.8%
45GRFSGRIFOLS S A$7.640.79%$24.0M0.43%+220,000+7.9%
46SLDBSOLID BIOSCIENCES INC$6.70-7.46%$23.0M0.41%+588,000+22.5%
47GTLBGITLAB INC$31.120.91%$22.3M0.40%+169,739+19.8%
48AUTLAUTOLUS THERAPEUTICS LTD$1.53-7.83%$21.8M0.39%1,700,000−9.7%
49ANGOANGIODYNAMICS INC$11.94-0.75%$21.3M0.38%+169,000+9.9%
50ARVNARVINAS INC$7.42-4.13%$21.0M0.37%+178,000+9.9%
51TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$20.7M0.37%+11,254+22.5%
52ANROALTO NEUROSCIENCE INC$18.26-8.84%$20.5M0.36%624,000−40.6%
53ENRENERGIZER HLDGS INC$19.442.97%$19.7M0.35%+164,000+15.8%
54METAMETA PLATFORMS INC$593.00-5.51%$18.6M0.33%+32,594NEW
55FDMT4D MOLECULAR THERAPEUTICS IN$8.64-13.69%$18.6M0.33%+64,000+3.3%
56MSFTMICROSOFT CORP$416.67-2.66%$18.1M0.32%69,477−58.7%
57EWEDWARDS LIFESCIENCES CORP$85.96-1.70%$18.0M0.32%52,643−19.0%
58WYNNWYNN RESORTS LTD$104.480.85%$17.6M0.31%2,645−1.5%
59MGNXMACROGENICS INC$3.91-8.00%$17.4M0.31%312,000−4.9%
60SRRKSCHOLAR ROCK HLDG CORP$44.30-2.27%$16.6M0.29%+136,959+68.5%
61BCYCBICYCLE THERAPEUTICS PLC$4.20-1.64%$15.8M0.28%+162,000+5.0%
62CENTACENTRAL GARDEN & PET CO$35.311.41%$15.5M0.28%+478,000NEW
63LENLENNAR CORP$90.49-1.51%$15.4M0.27%+25,718+17.0%
64TOSTTOAST INC$24.64-2.30%$15.3M0.27%+349,718+153.6%
65SNYSANOFI SA$45.021.44%$14.5M0.26%376,000−55.6%
66BILLBILL HOLDINGS INC$35.970.03%$14.4M0.26%+103,519+38.1%
67PATHUIPATH INC$11.24-3.68%$14.3M0.25%239,897−15.7%
68VYGRVOYAGER THERAPEUTICS INC$3.33-8.01%$13.5M0.24%500,000−12.5%
69GSKGSK PLC$51.520.49%$13.0M0.23%764,000−76.4%
70TERTERADYNE INC$357.93-12.03%$13.0M0.23%+15,630+55.2%
71CROXCROCS INC$119.35-1.79%$12.8M0.23%35,757−18.8%
72NKENIKE INC$42.98-1.47%$12.5M0.22%158,169−40.1%
73BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$12.4M0.22%167,442−45.0%
74VERAVERA THERAPEUTICS INC$32.29-3.27%$12.0M0.21%355,632−54.4%
75BBOTBRIDGEBIO ONCOLOGY THERAPEUT$7.81-5.10%$11.9M0.21%+328,000+32.8%
76CPRICAPRI HOLDINGS LIMITED$18.870.21%$11.6M0.21%+658,000NEW
77NBISNEBIUS GROUP N.V.$227.81-12.27%$11.2M0.20%159,421−59.6%
78XERSXERIS BIOPHARMA HOLDINGS INC$6.180.49%$11.1M0.20%+1,909,838NEW
79ESPRESPERION THERAPEUTICS INC NE$3.130.00%$10.8M0.19%+3,930,125NEW
80IQVIQVIA HLDGS INC$183.45-1.84%$10.4M0.18%+60,884NEW
81ROSTROSS STORES INC$230.37-1.15%$10.4M0.18%63,126−56.9%
82NVDANVIDIA CORPORATION$205.10-6.20%$10.3M0.18%4,686−7.3%
83SGMOSANGAMO THERAPEUTICS INC$0.224.76%$10.0M0.18%+40,400,067NEW
84INTCINTEL CORP$99.17-11.28%$9.9M0.18%+101,059+82.2%
85APPAPPLOVIN CORP$557.20-0.30%$9.7M0.17%+2,160+9.7%
86WDAYWORKDAY INC$144.28-2.45%$9.6M0.17%19,898−21.2%
87RDDTREDDIT INC$173.45-5.69%$9.4M0.17%6,600−8.6%
88NPCENEUROPACE INC$15.74-3.55%$9.1M0.16%100,000−12.6%
89ZURAZURA BIO LTD$3.40-7.36%$9.0M0.16%53,000−3.4%
90PEGAPEGASYSTEMS INC$34.71-2.06%$9.0M0.16%+78,435+59.4%
91GNRCGENERAC HLDGS INC$261.54-5.97%$8.8M0.16%+44,902NEW
92TMCITREACE MED CONCEPTS INC$3.51-4.88%$8.5M0.15%HELD
93GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$8.4M0.15%673,711−85.1%
94MUMICRON TECHNOLOGY INC$864.01-13.25%$7.9M0.14%+23,293NEW
95TENXTENAX THERAPEUTICS INC$10.73-3.25%$7.7M0.14%+478,827NEW
96NUVBNUVATION BIO INC$4.82-6.77%$7.4M0.13%+472,263+37.4%
97INGNINOGEN INC$6.411.58%$7.4M0.13%64,000−5.1%
98ORLYOREILLY AUTOMOTIVE INC$90.332.18%$7.2M0.13%13,008−14.3%
99KYMRKYMERA THERAPEUTICS INC$74.13-0.64%$7.0M0.12%+2,711+3.3%
100DWTXDOGWOOD THERAPEUTICS INC$1.50-10.71%$6.9M0.12%+3,280,000NEW
101RHRH$6.7M0.12%67,000−58.3%
102NVSTENVISTA HOLDINGS CORPORATION$6.7M0.12%+264,008NEW
103ICLRICON PLC$6.7M0.12%+60,268NEW
104ULTAULTA BEAUTY INC$6.7M0.12%+5,905+86.4%
105DVADAVITA INC$6.6M0.12%+42,978NEW
106BEBLOOM ENERGY CORP$6.5M0.12%+43,346+987.2%
107BLBLACKLINE INC$6.2M0.11%+168,000NEW
108SYRESPYRE THERAPEUTICS INC$6.1M0.11%75,495−38.4%
109RBLXROBLOX CORP$5.9M0.10%+63,251+154.1%
110EOLSEVOLUS INC$5.7M0.10%+420,000+43.0%
111CTORCITIUS ONCOLOGY INC$5.7M0.10%+3,604,775+64.6%
112AMATAPPLIED MATLS INC$5.6M0.10%+16,503NEW
113LRCXLAM RESEARCH CORP$5.1M0.09%+23,952NEW
114PONYPONY AI INC$5.1M0.09%+68,000+14.5%
115LCTXLINEAGE CELL THERAPEUTICS IN$5.0M0.09%+3,182,799NEW
116ASAMER SPORTS INC$4.9M0.09%36,437−19.7%
117WDCWESTERN DIGITAL CORP$4.8M0.09%+17,885NEW
118SMTCSEMTECH CORP$4.8M0.08%+61,891NEW
119STXSEAGATE TECHNOLOGY HLDNGS PL$4.6M0.08%7,909−40.4%
120ESLAESTRELLA IMMUNOPHARMA INC$4.3M0.08%+4,099,000NEW
121NTLAINTELLIA THERAPEUTICS INC$4.3M0.08%820,000−70.9%
122PRTAPROTHENA CORP PLC$4.3M0.08%1,060,589−70.7%
123LITELUMENTUM HLDGS INC$4.3M0.08%+6,065NEW
124GLWCORNING INC$4.2M0.07%+28,252+1127.8%
125KEYSKEYSIGHT TECHNOLOGIES INC$4.2M0.07%+14,717NEW
126LEVILEVI STRAUSS & CO NEW$4.0M0.07%+33,000+17.8%
127MTSIMACOM TECH SOLUTIONS HLDGS I$3.7M0.07%+16,808NEW
128SNDKSANDISK CORP$3.7M0.07%+4,853+486.8%
129MCDMCDONALDS CORP$3.6M0.06%5,389−31.9%
130CRBPCORBUS PHARMACEUTICALS HLDGS$3.4M0.06%172,000−32.1%
131ELFE L F BEAUTY INC$3.4M0.06%602,557−91.6%
132BBYBEST BUY INC$3.3M0.06%44,856−46.5%
133FIXCOMFORT SYS USA INC$3.2M0.06%+2,043+652.7%
134AMDADVANCED MICRO DEVICES INC$3.2M0.06%31,103−66.6%
135CIENCIENA CORP$3.2M0.06%2,260−21.7%
136ASMLASML HLDG NV$3.0M0.05%+2,300NEW
137ONTOONTO INNOVATION INC$2.9M0.05%+13,921NEW
138VRCAVERRICA PHARMACEUTICALS INC$2.7M0.05%600,744−53.7%
139KYNBKYNTRA BIO INC$2.7M0.05%HELD
140LOWLOWES COS INC$2.6M0.05%5,672−33.8%
141TSEMTOWER SEMICONDUCTOR LTD$2.6M0.05%8,641−36.7%
142VSCOVICTORIAS SECRET AND CO$2.6M0.05%+2,380+4.5%
143BTAIBIOXCEL THERAPEUTICS INC$2.6M0.05%+1,910,076NEW
144HHYATT HOTELS CORP$2.5M0.04%10,358−37.6%
145NTRPNEXTTRIP INC$2.2M0.04%324,883−32.5%
146ARAYACCURAY INC DEL$2.2M0.04%+1,136,000+25.2%
147CNDTCONDUENT INC$2.1M0.04%+58,000+3.7%
148WWWWOLVERINE WORLD WIDE INC$2.0M0.04%160,000−56.1%
149REEDREEDS INC$2.0M0.04%71,005−11.5%
150SCLXSCILEX HOLDING CO$2.0M0.04%178,968−37.5%
151ABNBAIRBNB INC$1.9M0.03%5,502−26.6%
152QTEXINSPIRA TECHNOLOGIES OXY BHN$1.8M0.03%+4,139,086NEW
153PRSUPURSUIT ATTRACTIONS AND HOSP$1.7M0.03%HELD
154VVOSVIVOS THERAPEUTICS INC$1.3M0.02%+1,115,859NEW
155GEVGE VERNOVA INC$1.3M0.02%+1,461NEW
156IMNNIMUNON INC$1.0M0.02%+81,444+30.5%
157TRXTRX GOLD CORPORATION$945K0.02%+630,174NEW
158VSEEVSEE HEALTH INC$875K0.02%+3,498,227NEW
159OTLKOUTLOOK THERAPEUTICS INC$858K0.02%+4,168,000NEW
160ICCMICECURE MEDICAL LTD CAESAREA$816K0.01%+2,712,000NEW
161XLESELECT SECTOR SPDR TR$803K0.01%+13,114NEW
162ANFABERCROMBIE & FITCH CO$777K0.01%+1,857+27.9%
163BCTXLBRIACELL THERAPEUTICS CORP$553K0.01%+536,600NEW
164KVUEKENVUE INC$510K0.01%3,962,592−99.3%
165XOPSPDR SERIES TRUST$497K0.01%+2,733NEW
166MSMORGAN STANLEY$497K0.01%+3,017NEW
167RITMRITHM CAPITAL CORP$464K0.01%+48,987NEW
168CACCCREDIT ACCEP CORP MICH$449K0.01%+1,061NEW
169OWLBLUE OWL CAPITAL INC$438K0.01%+48,021NEW
170INBSINTELLIGENT BIO SOLUTIONS IN$435K0.01%+130,000NEW
171RVPHREVIVA PHARMACEUTCLS HLDGS I$432K0.01%+592,079NEW
172NUNU HLDGS LTD$409K0.01%+28,475NEW
173REVBREVELATION BIOSCIENCES INC$388K0.01%+323,241NEW
174GOVXGEOVAX LABS INC$372K0.01%+269,253NEW
175DOWDOW HLDGS INC$362K0.01%4,113−32.1%
176FSLYFASTLY INC$361K0.01%+12,432NEW
177AGNCAGNC INVT CORP$358K0.01%+35,740NEW
178EVGNEVOGENE LTD$352K0.01%+456,587NEW
179WLDSWEARABLE DEVICES LTD$332K0.01%+230,752NEW
180ADIANALOG DEVICES INC$329K0.01%+1,033NEW
181MHKMOHAWK INDS INC$310K0.01%+412+15.1%
182MMSIMERIT MED SYS INC$307K0.01%348−7.3%
183FIGRFIGURE TECHNOLOGY SOLUTIO$304K0.01%+8,952NEW
184DYDYCOM INDS INC$293K0.01%+865NEW
185MASIMASIMO CORP$292K0.01%+1,642NEW
186TEXTEREX CORP NEW$292K0.01%+4,934NEW
187SCHWSCHWAB CHARLES CORP$284K0.01%+3,025NEW
188URIUNITED RENTALS INC$280K0.00%+385NEW
189XLUSELECT SECTOR SPDR TR$279K0.00%+6,077NEW
190AXTIAXT INC$279K0.00%+4,889NEW
191MKLMARKEL GROUP INC$278K0.00%+145NEW
192LMFALM FDG AMER INC$274K0.00%+569,542+107.9%
193OTISOTIS WORLDWIDE CORP$272K0.00%+3,535NEW
194QGENQIAGEN NV$272K0.00%+6,792NEW
195CLMTCALUMET INC$263K0.00%+7,335NEW
196QXOQXO INC$263K0.00%+13,544NEW
197WKSPWORKSPORT LTD$263K0.00%715,813−74.1%
198AAOIAPPLIED OPTOELECTRONICS INC$261K0.00%+3,080NEW
199CLFCLEVELAND-CLIFFS INC NEW$256K0.00%+30,295NEW
200FFBC1ST FINL BANCORP$251K0.00%+9,000NEW
201HWMHOWMET AEROSPACE INC$250K0.00%+1,085NEW
202RDNRADIAN GROUP INC$249K0.00%+7,523NEW
203NUWENUWELLIS INC$248K0.00%+236,200NEW
204DDSDILLARDS INC$244K0.00%+427NEW
205IRMIRON MTN INC DEL$240K0.00%+2,351NEW
206RKLBROCKET LAB CORP$229K0.00%+3,571NEW
207ADCAGREE RLTY CORP$228K0.00%10,987−78.4%
208FLYFIREFLY AEROSPACE INC$224K0.00%+7,881NEW
209MORNMORNINGSTAR INC$224K0.00%+1,327NEW
210KMBKIMBERLY-CLARK CORP$223K0.00%+2,310NEW
211FFORD MTR CO$222K0.00%+19,253NEW
212BROSDUTCH BROS INC$222K0.00%+4,378NEW
213CAGCONAGRA BRANDS INC$220K0.00%+14,010NEW
214RKDAARCADIA BIOSCIENCES INC$220K0.00%+159,390NEW
215IPGPIPG PHOTONICS CORP$210K0.00%+1,835NEW
216CBSHCOMMERCE BANCSHARES INC$210K0.00%1,438−25.2%
217CLDICALIDI BIOTHERAPEUTICS INC$210K0.00%+879,000NEW
218PFSIPENNYMAC FINL SVCS INC NEW$202K0.00%+2,306NEW
219AKTXAKARI THERAPEUTICS PLC$200K0.00%+38,922NEW
220IVFINVO FERTILITY INC.$195K0.00%+71,866NEW
221VRAXVIRAX BIOLABS GROUP LTD$193K0.00%+878,803NEW
222MTEKWMARIS TECH LTD$190K0.00%HELD
223BBWIBATH & BODY WORKS INC$187K0.00%+10,032NEW
224GTXGARRETT MOTION INC$184K0.00%+10,146NEW
225ZETAZETA GLOBAL HOLDINGS CORP$175K0.00%417,232−97.4%
226USARUSA RARE EARTH INC$156K0.00%+10,322NEW
227BIVIWBIOVIE INC$155K0.00%HELD
228BGCBGC GROUP INC$152K0.00%+15,532NEW
229RIVNRIVIAN AUTOMOTIVE INC$151K0.00%+10,007NEW
230TUTELUS CORPORATION$149K0.00%+11,646NEW
231BESS/WSBIMERGEN ENERGY CORP$134K0.00%+187,500NEW
232CALCALERES INC$125K0.00%+11,847NEW
233SFIXSTITCH FIX INC$124K0.00%+37,522NEW
234FWRGFIRST WATCH RESTAURANT GROUP$118K0.00%+11,234NEW
235ERNAWERNEXA THERAPEUTICS INC$112K0.00%+4,000,000NEW
236AALAMERICAN AIRLINES GROUP INC$111K0.00%22,172−68.2%
237PDSBPDS BIOTECHNOLOGY CORP$105K0.00%2,660,901−93.9%
238PTLOPORTILLOS INC$88K0.00%+16,719NEW
239DBIDESIGNER BRANDS INC$69K0.00%+12,082NEW
240HNSTHONEST CO INC$62K0.00%+21,242NEW
241BIODEXA PHARMACEUTICALS PLC$60K0.00%2,479−2.5%
242BEATWHEARTBEAM INC$60K0.00%HELD
243MDCXWMEDICUS PHARMA LTD$58K0.00%HELD
244CLGNCOLLPLANT BIOTECHNOLOGIES LT$34K0.00%+64,000NEW
245NXGLWNEXGEL INC$33K0.00%HELD
246LCFYWLOCAFY LIMITED$32K0.00%HELD
247ONFOWONFOLIO HOLDINGS INC$24K0.00%HELD
248SWAGWSTRAN & COMPANY INC$21K0.00%HELD
249FGIWWFGI INDUSTRIES LTD$6K0.00%HELD
250SQFTWPRESIDIO PPTY TR INC$4K0.00%HELD
251IVDAWIVEDA SOLUTIONS INC$7450.00%HELD
252KTTAWPASITHEA THERAPEUTICS CORP$5650.00%HELD
253TNONWTENON MEDICAL INC$1780.00%HELD
254ARGXARGENX SE58,000EXITED
255SBUXSTARBUCKS CORP549,805EXITED
256MDTMEDTRONIC PLC271,241EXITED
257DHRDANAHER CORPORATION107,035EXITED
258CVSCVS HEALTH CORP295,589EXITED
259DXCMDEXCOM INC323,052EXITED
260LYVLIVE NATION ENTERTAINMENT IN120,938EXITED
261NVONOVO-NORDISK A S336,000EXITED
262KLARKLARNA GROUP PLC549,680EXITED
263DTDYNATRACE INC336,000EXITED
264CNTACENTESSA PHARMACEUTICALS PLC500,000EXITED
265BSXBOSTON SCIENTIFIC CORP114,025EXITED
266SMPLSIMPLY GOOD FOODS CO536,000EXITED
267CORCENCORA INC28,000EXITED
268MCKMCKESSON CORP11,363EXITED
269FLUTFLUTTER ENTMT PLC36,466EXITED
270430TERNS PHARMACEUTICALS INC172,479EXITED
271DKSDICKS SPORTING GOODS INC34,488EXITED
272K4FONESTREAM INC336,000EXITED
273GROY/WSGOLD ROYALTY CORP2,200,000EXITED
274SESEA LTD27,400EXITED
275MNSTMONSTER BEVERAGE CORP NEW38,912EXITED
276STZCONSTELLATION BRANDS INC21,600EXITED
277HCAHCA HEALTHCARE INC6,288EXITED
278MTCHMATCH GROUP INC NEW90,641EXITED
279SMGSCOTTS MIRACLE-GRO CO49,903EXITED
280MDCXMEDICUS PHARMA LTD1,810,960EXITED
281XOMEXXON MOBIL CORP22,799EXITED
282AIRAAR CORP29,729EXITED
283TPLTEXAS PACIFIC LAND CORPORATI8,296EXITED
284BRBRBELLRING BRANDS INC85,521EXITED
285HONHONEYWELL INTL INC11,657EXITED
286ADBEADOBE INC6,194EXITED
287CELHCELSIUS HLDGS INC39,664EXITED
288LTHLIFE TIME GROUP HOLDINGS INC58,882EXITED
289NNVCNANOVIRICIDES INC1,368,000EXITED
290ELANELANCO ANIMAL HEALTH INC68,208EXITED
291COOCOOPER COS INC17,888EXITED
292RBOTVICARIOUS SURGICAL INC605,443EXITED
293SITMSITIME CORP3,707EXITED
294SJMSMUCKER J M CO12,985EXITED
295PYPLPAYPAL HLDGS INC20,891EXITED
296MGRXMANGOCEUTICALS INC1,536,000EXITED
297AZOAUTOZONE INC321EXITED
298NAVNNAVAN INC63,373EXITED
299MMACYS INC44,866EXITED
300CECELANESE CORP DEL22,945EXITED
301WRBBERKLEY W R CORP13,523EXITED
302AMHAMERICAN HOMES 4 RENT28,483EXITED
303XLPSELECT SECTOR SPDR TR11,765EXITED
304KHCKRAFT HEINZ CO36,807EXITED
305CRISCURIS INC883,584EXITED
306DECKDECKERS OUTDOOR CORP8,409EXITED
307FSKFS KKR CAP CORP58,787EXITED
308QUCYMAINZ BIOMED N V775,263EXITED
309BTTCBLACK TITAN CORP502,820EXITED
310MOALTRIA GROUP INC14,406EXITED
311BNBROOKFIELD CORP17,686EXITED
312SAICSCIENCE APPLICATIONS INTL CO7,961EXITED
313AKTXAKARI THERAPEUTICS PLC2,723,966EXITED
314MOBBWMOBILICOM LTD242,100EXITED
315COCOVITA COCO CO INC14,540EXITED
316LWLAMB WESTON HLDGS INC18,012EXITED
317LULULULULEMON ATHLETICA INC3,561EXITED
318LIFLIFE360 INC11,001EXITED
319POOLPOOL CORP3,073EXITED
320SNEXSTONEX GROUP INC7,189EXITED
321MCYMERCURY GENL CORP NEW7,221EXITED
322SHWSHERWIN WILLIAMS CO2,058EXITED
323HHHHOWARD HUGHES HOLDINGS INC8,023EXITED
324EDCONSOLIDATED EDISON INC6,340EXITED
325WMGWARNER MUSIC GROUP CORP19,903EXITED
326OXYOCCIDENTAL PETE CORP13,976EXITED
327LIVNLIVANOVA PLC9,325EXITED
328DAYDAYFORCE INC8,250EXITED
329ADILUSDADIAL PHARMACEUTICALS INC2,554,442EXITED
330RSGREPUBLIC SVCS INC2,592EXITED
331ALCALCON AG6,615EXITED
332ADGMADAGIO MED HLDGS INC478,000EXITED
333ALKALASKA AIR GROUP INC9,834EXITED
334ITWILLINOIS TOOL WKS INC1,994EXITED
335MTDMETTLER TOLEDO INTERNATIONAL340EXITED
336ANY1EURSPHERE 3D CORP NEW1,562,067EXITED
337ABCBAMERIS BANCORP6,246EXITED
338ETSYETSY INC7,989EXITED
339WLDSWEARABLE DEVICES LTD376,202EXITED
340MSCIMSCI INC731EXITED
341PCTYPAYLOCITY HLDG CORP2,719EXITED
342ZSZSCALER INC1,822EXITED
343ECLECOLAB INC1,561EXITED
344CYBRCYBERARK SOFTWARE LTD908EXITED
345WYWEYERHAEUSER CO MTN BE16,918EXITED
346FASTFASTENAL CO9,697EXITED
347AEOAMERICAN EAGLE OUTFITTERS IN14,731EXITED
348CVXCHEVRON CORP NEW2,531EXITED
349GOLFACUSHNET HLDGS CORP4,700EXITED
350CDWCDW CORP2,746EXITED
351SCISERVICE CORP INTL4,624EXITED
352SYKSTRYKER CORPORATION1,000EXITED
353UALUNITED AIRLS HLDGS INC3,138EXITED
354REVBREVELATION BIOSCIENCES INC434,272EXITED
355FISVFISERV INC5,067EXITED
356AXSAXIS CAP HLDGS LTD3,169EXITED
357CRBGCOREBRIDGE FINL INC10,853EXITED
358BLCOBAUSCH PLUS LOMB CORP18,944EXITED
359DINOHF SINCLAIR CORP6,980EXITED
360HRBBLOCK H & R INC7,245EXITED
361CLBTCELLEBRITE DI LTD16,759EXITED
362IFSINTERCORP FINL SVCS INC7,117EXITED
363MCHBMECHANICS BANCORP20,606EXITED
364DBXDROPBOX INC10,817EXITED
365BXSLBLACKSTONE SECD LENDING FD11,412EXITED
366CDTXCIDARA THERAPEUTICS INC1,359EXITED
367OBDCBLUE OWL CAPITAL CORPORATION24,146EXITED
368RNAGBPAVIDITY BIOSCIENCES INC4,159EXITED
369CNACNA FINL CORP6,280EXITED
370LNCLINCOLN NATL CORP IND6,731EXITED
371WHRWHIRLPOOL CORP4,151EXITED
372ESEVERSOURCE ENERGY4,445EXITED
373BGBUNGE GLOBAL SA3,356EXITED
374DTEDTE ENERGY CO2,317EXITED
375GHCGRAHAM HLDGS CO272EXITED
376EPREPR PPTYS5,986EXITED
377MOSMOSAIC CO NEW12,389EXITED
378KNSLKINSALE CAP GROUP INC763EXITED
379AFLAFLAC INC2,706EXITED
380QRVOQORVO INC3,529EXITED
381ADMARCHER DANIELS MIDLAND CO5,187EXITED
382CUZCOUSINS PPTYS INC11,566EXITED
383SWKSTANLEY BLACK & DECKER INC4,014EXITED
384SWKSSKYWORKS SOLUTIONS INC4,701EXITED
385XPXP INC18,204EXITED
386EXCEXELON CORP6,836EXITED
387DDDUPONT DE NEMOURS INC7,409EXITED
388FTITECHNIPFMC PLC6,683EXITED
389MTHMERITAGE HOMES CORP4,522EXITED
390FULTFULTON FINL CORP PA15,390EXITED
391ALLEALLEGION PLC1,866EXITED
392AVBAVALONBAY CMNTYS INC1,638EXITED
393CGNXCOGNEX CORP8,242EXITED
394IDCCINTERDIGITAL INC931EXITED
395TPCTUTOR PERINI CORP4,416EXITED
396ARISARIS MNG CORP18,210EXITED
397PLMRPALOMAR HLDGS INC2,192EXITED
398SYYSYSCO CORP4,007EXITED
399CMECME GROUP INC1,081EXITED
400NVTNVENT ELECTRIC PLC2,892EXITED
401IBKRINTERACTIVE BROKERS GROUP IN4,582EXITED
402LAZLAZARD INC6,064EXITED
403AMBAAMBARELLA INC4,148EXITED
404HOMBHOME BANCSHARES INC10,559EXITED
405HBANHUNTINGTON BANCSHARES INC16,906EXITED
406CALXCALIX INC5,537EXITED
407CINFCINCINNATI FINL CORP1,791EXITED
408EMEEMCOR GROUP INC478EXITED
409GPNGLOBAL PMTS INC3,770EXITED
410HCWBHCW BIOLOGICS INC300,180EXITED
411IBOCINTERNATIONAL BANCSHARES COR4,384EXITED
412MLIMUELLER INDS INC2,536EXITED
413WGSGENEDX HOLDINGS CORP2,216EXITED
414NPOENPRO INC1,337EXITED
415CORZCORE SCIENTIFIC INC NEW19,589EXITED
416FROFRONTLINE PLC13,069EXITED
417HOODROBINHOOD MKTS INC2,506EXITED
418BLSHBULLISH7,419EXITED
419NGDNNEW GOLD INC CDA32,070EXITED
420ETRENTERGY CORP NEW3,009EXITED
421BXBLACKSTONE INC1,789EXITED
422CHTRCHARTER COMMUNICATIONS INC N1,309EXITED
423CRCCALIFORNIA RES CORP6,086EXITED
424DFSCDEFSEC TECHNOLOGIES INC158,036EXITED
425MIAXMIAMI INTL HLDGS INC5,947EXITED
426JPMJPMORGAN CHASE & CO.819EXITED
427AGOASSURED GUARANTY LTD2,923EXITED
428KOCOCA COLA CO3,754EXITED
429EFXEQUIFAX INC1,202EXITED
430SRADSPORTRADAR GROUP AG10,940EXITED
431CWCURTISS WRIGHT CORP469EXITED
432MTBM & T BK CORP1,277EXITED
433GEGE AEROSPACE832EXITED
434CMCSACOMCAST CORP NEW8,946EXITED
435DHID R HORTON INC1,664EXITED
436OTEXOPEN TEXT CORP7,335EXITED
437LNGCHENIERE ENERGY INC1,213EXITED
438EXEEXPAND ENERGY CORPORATION2,126EXITED
439DGXQUEST DIAGNOSTICS INC1,351EXITED
440SWXSOUTHWEST GAS HLDGS INC2,918EXITED
441NRGNRG ENERGY INC1,461EXITED
442ALLALLSTATE CORP1,116EXITED
443LHLABCORP HOLDINGS INC911EXITED
444GMGENERAL MTRS CO2,776EXITED
445STLASTELLANTIS N.V20,150EXITED
446EVRGEVERGY INC3,019EXITED
447KKRKKR & CO INC1,713EXITED
448CPBTHE CAMPBELLS COMPANY7,586EXITED
449SPGSIMON PPTY GROUP INC NEW1,139EXITED
450KRESPDR SERIES TRUST3,238EXITED
451KMXCARMAX INC5,376EXITED
452BROBROWN & BROWN INC2,590EXITED
453IVFINVO FERTILITY INC.207,644EXITED
454BKDBROOKDALE SR LIVING INC13,977EXITED
455CGAUCENTERRA GOLD INC10,301EXITED
456EXKENDEAVOUR SILVER CORP15,288EXITED
457EDBLWEDIBLE GARDEN AG INC222,072EXITED
458GTGOODYEAR TIRE & RUBR CO15,133EXITED
459ALURALLURION TECHNOLOGIES INC59,880EXITED
460BJDXBLUEJAY DIAGNOSTICS INC65,000EXITED
461RVSNWRAIL VISION LTD136,187EXITED

Source: SEC EDGAR · accession 0001315863-26-000414. 13F discloses long positions only — shorts, foreign equities, and options are excluded.