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Institutional

Maven Securities LTD

CIK 0001633046
$5.20B
Reported AUM
403
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Maven Securities LTD · Q1 2026

AI · grounded in 13F

Maven Securities LTD established a new position in CVX valued at $69.86M. The fund also accumulated shares in SPY by 201.64% and increased its holdings in EXXON MOBIL CORP by 375.44%. Conversely, the fund trimmed its positions in QQQ by 76.67% and AMAZON COM INC by 69.83%.

Portfolio · Q1 2026

SPYQQQISHARESSPYSPYQQQSELECTOther$3.53BML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ET$737.55-2.58%24.51%79.50%$226.7M4.36%+45,900+15.2%
2QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$224.9M4.32%+232,700+148.2%
3ISHARES TR$211.4M4.06%+724,700+419.4%
4SPYSTATE STR SPDR S&P 500 ET$737.55-2.58%24.51%79.50%$189.0M3.63%+89,500+44.5%
5SPYSTATE STR SPDR S&P 500 E$737.55-2.58%24.51%79.50%$167.9M3.23%+172,677+201.6%
6QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$141.8M2.73%+103,700+73.0%
7SELECT SECTOR SPDR TR$102.2M1.96%+1,471,300+586.4%
8VANECK ETF TRUST$87.1M1.68%219,100−44.5%
9SELECT SECTOR SPDR TR$84.5M1.62%420,000−21.5%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$82.1M1.58%+182,500+86.1%
11AMDADVANCED MICRO DEVICES IN$466.38-10.86%301.39%339.19%$75.4M1.45%+126,700+51.9%
12METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$75.0M1.44%+97,400+288.2%
13NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$74.4M1.43%+11,100+1.6%
14XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$73.6M1.42%+342,400+375.4%
15MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$73.3M1.41%+83,500+72.9%
16UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$72.1M1.39%+73,600+38.1%
17CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$69.9M1.34%+337,838NEW
18NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$61.7M1.19%+92,000+35.1%
19XLESELECT SECTOR SPDR TR$57.67-1.84%42.72%178.12%$61.2M1.18%+999,976NEW
20METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$61.0M1.17%+106,620NEW
21GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$59.4M1.14%+104,600+102.6%
22AAPLAPPLE INC$307.34-1.25%51.31%116.17%$59.3M1.14%29,100−11.1%
23VANECK ETF TRUST$56.1M1.08%+62,500+74.5%
24XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$54.2M1.04%+164,300+106.3%
25ORCLORACLE CORP$213.68-9.59%24.02%162.37%$51.1M0.98%+332,700+2203.3%
26TSLATESLA INC$391.00-6.56%32.48%70.69%$49.1M0.94%+46,900+55.0%
27NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$45.5M0.87%+417,300+741.2%
28GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$44.6M0.86%+86,000+124.5%
29GOOGALPHABET INC$365.76-0.95%109.82%172.71%$41.1M0.79%+109,700+324.3%
30MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$40.2M0.77%+48,100+67.7%
31SBUXSTARBUCKS CORP$95.291.22%$38.2M0.73%+131,700+44.7%
32AAPLAPPLE INC$307.34-1.25%51.31%116.17%$37.5M0.72%+70,700+91.6%
33XLFSELECT SECTOR SPDR TR$52.300.21%$36.5M0.70%+39,000+5.6%
34GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$32.9M0.63%+79,100+220.9%
35TSLATESLA INC$391.00-6.56%32.48%70.69%$32.0M0.62%+21,900+34.0%
36ISHARES TR$31.9M0.61%89,200−41.0%
37HO1HOLOGIC INC$29.3M0.56%+287,450+287.4%
38ETNEATON CORP PLC$395.94-5.42%$29.1M0.56%+81,200NEW
39ISHARES TR$28.6M0.55%+250,300+74.4%
40NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$28.1M0.54%249,100−60.7%
41MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$27.4M0.53%23,700−22.6%
42LULULULULEMON ATHLETICA INC$114.23-8.56%$26.7M0.51%+10,200+6.2%
43TGTTARGET CORP$122.57-1.03%$26.7M0.51%+91,200+70.3%
44NKENIKE INC$42.98-1.47%$26.2M0.50%+8,100+1.7%
45AMDADVANCED MICRO DEVICES I$466.38-10.86%301.39%339.19%$26.1M0.50%+77,342+151.1%
46SELECT SECTOR SPDR TR$25.7M0.49%25,600−4.7%
47SBUXSTARBUCKS CORP$95.291.22%$25.7M0.49%+190,000+197.1%
48ISHARES TR$25.2M0.48%+269,900+86.4%
49LMTLOCKHEED MARTIN CORP$523.760.91%$25.1M0.48%52,800−56.0%
50SELECT SECTOR SPDR TR$24.9M0.48%4,300−2.5%
51SHOPIFY INC$24.3M0.47%+146,200+247.8%
52METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$24.3M0.47%+82,800+152.8%
53CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$23.7M0.46%+83,000+262.7%
54SELECT SECTOR SPDR TR$22.8M0.44%+72,800+106.6%
55CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$22.1M0.42%+316,600+1084.2%
56XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$21.9M0.42%+128,773NEW
57COSTCO WHOLESALE CORPORAT$20.5M0.39%+20,600NEW
58INTCINTEL CORP$99.17-11.28%$20.4M0.39%+189,600+69.8%
59COSTCO WHOLESALE CORPORAT$20.0M0.39%+4,300+27.2%
60SELECT SECTOR SPDR TR$19.9M0.38%+137,200+51.5%
61430TERNS PHARMACEUTICALS IN$19.8M0.38%+345,000+1150.0%
62BXBLACKSTONE INC$115.35-2.70%$19.7M0.38%+103,700+152.1%
63UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$19.7M0.38%+14,600+25.0%
64BARRICK MNG CORP$19.6M0.38%+482,100NEW
65UPSUNITED PARCEL SVCS INC$108.54-1.52%$19.5M0.37%+148,700+299.8%
66ORCLORACLE CORP$213.68-9.59%24.02%162.37%$19.3M0.37%55,500−29.7%
67LLYELI LILLY & CO$1131.420.55%$19.1M0.37%19,900−48.9%
68BABOEING CO$215.45-0.91%$17.5M0.34%+59,400+209.9%
69CATCATERPILLAR INC$904.28-3.85%$17.4M0.33%+900+3.8%
70TGTTARGET CORP$122.57-1.03%$17.3M0.33%+98,300+218.0%
71MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$17.3M0.33%33,200−16.0%
72MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$17.2M0.33%+3,262+7.5%
73BERKSHIRE HATHAWAY INC DE$17.0M0.33%53,900−60.3%
74MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$16.9M0.32%+6,900+4.2%
75NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$16.6M0.32%+37,400+27.6%
76NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$16.5M0.32%+4,884+5.4%
77GTLSCHART INDS INC$207.31-0.11%$16.2M0.31%+45,444+139.1%
78NIO 4.625 10/15/30NIO INC$16.1M0.31%HELD
79AM6AMICUS THERAPEUTIC$16.0M0.31%+320,600+40.6%
80AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$15.9M0.31%176,600−69.8%
81NKENIKE INC$42.98-1.47%$15.2M0.29%+67,000+30.5%
82SELECT SECTOR SPDR TR$15.1M0.29%435,200−75.8%
83SELECT SECTOR SPDR TR$14.9M0.29%36,400−26.3%
84UPSUNITED PARCEL SVCS INC$108.54-1.52%$14.4M0.28%+115,768+380.9%
85FCXFREEPORT MCMORAN INC$63.37-9.07%$13.8M0.27%+49,800+27.0%
86ORCL 6.5 01/15/29 DORACLE CORP$13.8M0.26%+300,000NEW
87ABBVABBVIE INC$227.231.02%$13.7M0.26%+13,200+26.5%
88QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$13.5M0.26%76,668−76.7%
89WMTWALMART INC$118.880.97%$12.8M0.25%35,900−25.9%
90AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$12.6M0.24%+31,345+106.8%
91BXBLACKSTONE INC$115.35-2.70%$12.2M0.24%+106,800NEW
92MDLNMEDLINE INC$33.61-2.44%$12.2M0.24%+175,000+175.0%
93TMOTHERMO FISHER SCIENTIFIC$472.80-1.91%$12.2M0.23%+8,300+50.3%
94PROCTER & GAMBLE CO$12.1M0.23%+20,400+32.2%
95BXBLACKSTONE INC$115.35-2.70%$11.6M0.22%+101,381NEW
96APPLIED MATLS INC$11.5M0.22%46,200−57.8%
97XLUSELECT SECTOR SPDR TR$44.350.93%$11.4M0.22%+200,417+418.9%
98OCCIDENTAL PETE CORP$11.3M0.22%+140,600+416.0%
99LULULULULEMON ATHLETICA INC$114.23-8.56%$11.1M0.21%85,200−54.0%
100NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$10.9M0.21%46,380−31.5%
101UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$10.9M0.21%+20,746+105.8%
102JOYYJOYY INC$66.09-2.85%$10.7M0.21%+80,701+78.8%
103ANETARISTA NETWORKS INC$154.27-7.07%$10.7M0.21%+44,400+104.2%
104CATCATERPILLAR INC$904.28-3.85%$10.4M0.20%+14,700NEW
105STATE STR SPDR DOW JONES$10.1M0.19%13,100−37.4%
106ACCENTURE PLC IRELAND$10.0M0.19%+50,700NEW
107INTERNATIONAL BUSINESS MA$10.0M0.19%+31,000+298.1%
108AAALCOA CORP$71.89-7.86%$10.0M0.19%+150,600NEW
109XLPSELECT SECTOR SPDR TR$83.441.71%$9.8M0.19%17,179−12.5%
110ISRGINTUITIVE SURGICAL INC$422.060.77%$9.8M0.19%2,600−10.9%
111IYRISHARES TR$102.540.74%$9.7M0.19%+22,797+28.5%
112DISNEY WALT CO$9.7M0.19%+25,000+33.2%
113CWANCLEARWATER ANALYTICS HLD$24.37-0.04%$9.5M0.18%+26,509+7.1%
114FCXFREEPORT MCMORAN INC$63.37-9.07%$9.3M0.18%277,200−63.6%
115MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$9.0M0.17%+12,081+83.4%
116LULULULULEMON ATHLETICA INC$114.23-8.56%$8.9M0.17%+58,286NEW
117NKENIKE INC$42.98-1.47%$8.8M0.17%+116,736+230.2%
118IQ 4.625 03/15/30IQIYI INC$8.8M0.17%+10,000,000NEW
119LYONDELLBASELL INDUSTRIES$8.8M0.17%+109,400NEW
120FOXFOX CORP$59.881.96%$8.8M0.17%17,913−9.8%
121HCAHCA HEALTHCARE INC$372.132.85%$8.8M0.17%+7,000+60.3%
122MCDMCDONALDS CORP$279.842.61%$8.7M0.17%11,500−29.2%
123AMGNAMGEN INC$349.581.15%$8.6M0.17%+4,700+23.7%
124ISRGINTUITIVE SURGICAL INC$422.060.77%$8.5M0.16%3,900−17.4%
125COPCONOCOPHILLIPS$117.14-1.75%$8.4M0.16%+48,400+316.3%
126BRK/BBERKSHIRE HATHAWAY INC D$8.3M0.16%42,284−71.0%
127ISHARES TR$8.3M0.16%+43,700+72.8%
128SPDR SERIES TRUST$8.2M0.16%+8,000+21.4%
129HDHOME DEPOT INC$310.780.27%$8.1M0.16%20,400−45.1%
130XYZBLOCK INC$8.1M0.16%+30,900+29.9%
131FPSFORGENT POWER SOLUTIONS$8.1M0.15%+275,250NEW
132HDHOME DEPOT INC$310.780.27%$7.9M0.15%+24,100NEW
133GE AEROSPACE$7.9M0.15%2,600−8.5%
134SELECT SECTOR SPDR TR$7.9M0.15%233,500−76.3%
135GLWCORNING INC$7.9M0.15%+14,900+34.5%
136SELECT SECTOR SPDR TR$7.9M0.15%402,300−87.2%
137WMTWALMART INC$118.880.97%$7.8M0.15%+18,400+41.8%
138GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$7.6M0.15%34,148−56.3%
139NOWSERVICENOW INC$7.6M0.15%10,200−12.3%
140INTCINTEL CORP$99.17-11.28%$7.6M0.15%25,300−12.8%
141SDASEALED AIR CORP NEW$7.4M0.14%+44,142+33.5%
142XLVSELECT SECTOR SPDR TR$7.2M0.14%58,862−54.4%
143AMTAMERICAN TOWER CORP$7.1M0.14%+13,200+47.5%
144UAAUNDER ARMOUR INC$7.0M0.13%+665,293+128.2%
145PANWPALO ALTO NETWORKS INC$6.9M0.13%16,500−27.7%
146XYZBLOCK INC$6.9M0.13%+64,200+128.1%
147ISHARES TR$6.9M0.13%+54,600+301.7%
148IWMISHARES TR$6.8M0.13%+27,557NEW
149PEPPEPSICO INC$6.8M0.13%4,100−8.6%
150TSLATESLA INC$391.00-6.56%32.48%70.69%$6.8M0.13%+7,034+62.9%
151VLOVALERO ENERGY CORP$6.8M0.13%+2,500+10.0%
152DVNDEVON ENERGY CORP NEW$6.7M0.13%+41,100+44.2%
153JNJJOHNSON & JOHNSON$6.7M0.13%+27,300NEW
154CRSCARPENTER TECHNOLOGY COR$6.7M0.13%+16,877NEW
155SPDR SERIES TRUST$6.6M0.13%34,400−48.5%
156LMTLOCKHEED MARTIN CORP$523.760.91%$6.6M0.13%4,200−27.8%
157SELECT SECTOR SPDR TR$6.5M0.12%472,000−90.6%
158COPCONOCOPHILLIPS$117.14-1.75%$6.5M0.12%+9,500+23.9%
159MCHPMICROCHIP TECHNOLOGY INC.$6.4M0.12%32,100−24.4%
160COFCAPITAL ONE FINL CORP$6.2M0.12%+3,200+10.5%
161ETNEATON CORP PLC$395.94-5.42%$6.1M0.12%+17,000NEW
162XLKSELECT SECTOR SPDR TR$6.1M0.12%89,581−66.2%
163SNAP 0.5 05/01/30SNAP INC$6.0M0.12%1,500,000−16.7%
164DISDISNEY WALT CO$6.0M0.12%+40,369+182.2%
165SELECT SECTOR SPDR TR$6.0M0.12%+59,500+428.1%
166ADBEADOBE INC$6.0M0.12%4,800−16.3%
167KKRKKR & CO INC$5.9M0.11%+27,300+74.2%
168STATE STR SPDR DOW JONES$5.8M0.11%+1,000+8.6%
169DDOG 0 12/01/29DATADOG INC$5.8M0.11%+6,000,000NEW
170MONDELEZ INTL INC$5.7M0.11%+99,500NEW
171DVNDEVON ENERGY CORP NEW$5.7M0.11%2,900−2.5%
172CWSTCASELLA WASTE SYS INC$5.6M0.11%+46,945+202.9%
173NWSANEWS CORP NEW$5.5M0.11%87,578−28.2%
174PSXPHILLIPS 66$5.5M0.11%100−0.3%
175INTERNATIONAL BUSINESS MA$5.4M0.10%+22,400NEW
176CHUBB LTD SWITZ$5.4M0.10%+16,600NEW
177MARATHON PETE CORP$5.4M0.10%+22,100NEW
178MARATHON PETE CORP$5.4M0.10%25,000−53.2%
179IBMINTERNATIONAL BUSINESS M$5.3M0.10%+22,097NEW
180BBARRICK MNG CORP$5.2M0.10%+58,543+83.4%
181RTXRTX CORPORATION$5.1M0.10%+6,655+33.6%
182GFLGFL ENVIRONMENTAL INC$5.0M0.10%+120,647NEW
183LOWES COS INC$4.9M0.09%11,300−35.1%
184JPMJPMORGAN CHASE & CO$4.9M0.09%32,000−65.7%
185CCITIGROUP INC$4.9M0.09%+25,800+147.4%
186ACLXGBXARCELLX INC$4.9M0.09%+42,500NEW
187VLOVALERO ENERGY CORP$4.9M0.09%+5,200+35.9%
188NEENEXTERA ENERGY INC$4.7M0.09%+33,100+190.2%
189EAELECTRONIC ARTS INC$4.7M0.09%1,442−5.9%
190AMGNAMGEN INC$349.581.15%$4.7M0.09%19,700−59.7%
191NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$4.6M0.09%85,600−66.8%
192PROCTER & GAMBLE CO$4.5M0.09%9,200−22.7%
193OCCIDENTAL PETE CORP$4.4M0.09%+45,400+199.1%
194CCITIGROUP INC$4.4M0.08%22,100−36.4%
195COFCAPITAL ONE FINL CORP$4.3M0.08%+23,800NEW
196MRKMERCK & CO INC$4.3M0.08%+20,100+126.4%
197WBSWEBSTER FINL CORP$4.3M0.08%+61,757NEW
198FXIISHARES TR$4.3M0.08%+118,911NEW
199EEMISHARES TR$4.2M0.08%+54,170+263.4%
200CMGCHIPOTLE MEXICAN GRILL IN$4.2M0.08%+102,500+339.4%
201COPCONOCOPHILLIPS$117.14-1.75%$4.2M0.08%+31,834NEW
202ARKKARK ETF TR$4.2M0.08%HELD
203SLB LIMITED$4.2M0.08%+69,300+572.7%
204ALHCALIGNMENT HEALTHCARE INC$4.2M0.08%+126,721+115.2%
205KMIKINDER MORGAN INC DEL$4.2M0.08%+87,900+240.8%
206OREALTY INCOME CORP$4.1M0.08%+50,000+284.1%
207TSMTAIWAN SEMICONDUCTOR MANU$4.1M0.08%+12,200NEW
208RTXRTX CORPORATION$4.1M0.08%+21,300NEW
209SELECT SECTOR SPDR TR$4.1M0.08%+49,900NEW
210CISCO SYS INC$4.0M0.08%+7,100+16.1%
211QCOMQUALCOMM INC$4.0M0.08%25,900−45.8%
212ADBEADOBE INC$3.9M0.07%+15,911NEW
213SHWSHERWIN WILLIAMS CO$3.8M0.07%+11,900NEW
214SPDR SERIES TRUST$3.8M0.07%44,100−55.5%
215AVGOBROADCOM INC$3.8M0.07%14,300−53.8%
216AMDADVANCED MICRO DEVICES IN$466.38-10.86%301.39%339.19%$3.7M0.07%48,200−72.5%
217CENTENE CORP DEL$3.7M0.07%1,900−1.6%
218KOCOCA COLA CO$3.7M0.07%+26,700+123.0%
219JNJJOHNSON & JOHNSON$3.7M0.07%34,400−69.6%
220OKEONEOK INC NEW$3.5M0.07%+38,974NEW
221LRCXLAM RESEARCH CORP$3.5M0.07%132,700−89.0%
222ONON SEMICONDUCTOR CORP$3.5M0.07%113,200−67.0%
223NIO 3.875 10/15/29NIO INC$3.5M0.07%HELD
224WBDWARNER BROS DISCOVERY IN$3.4M0.07%+250+0.2%
225TWTRADEWEB MKTS INC$3.4M0.07%+29,120NEW
226HEI/AHEICO CORP NEW$3.4M0.07%+206+1.3%
227ANETARISTA NETWORKS INC$154.27-7.07%$3.4M0.06%+27,500NEW
228K4FONESTREAM INC$3.4M0.06%+140,000NEW
229OREALTY INCOME CORP$3.3M0.06%+33,800+163.3%
230GDXVANECK ETF TRUST$3.3M0.06%+36,446NEW
231AVGOBROADCOM INC$3.3M0.06%28,100−72.4%
232EWZISHARES INC$3.3M0.06%+75,828+752.9%
233XOPSPDR SERIES TRUST$3.3M0.06%15,877−46.9%
234DOLLAR GEN CORP$3.3M0.06%+27,500NEW
235BKRBAKER HUGHES COMPANY$3.2M0.06%+43,100+431.0%
236XLISELECT SECTOR SPDR TR$3.2M0.06%+19,908NEW
237ADBEADOBE INC$3.2M0.06%99,200−88.3%
238NEENEXTERA ENERGY INC$3.2M0.06%300−0.9%
239LAUDER ESTEE COS INC$3.1M0.06%37,200−46.0%
240ALBALBEMARLE CORP$3.1M0.06%26,800−60.8%
241FANGDIAMONDBACK ENERGY INC$3.0M0.06%+800+5.5%
242BABOEING CO$215.45-0.91%$3.0M0.06%+1,200+8.6%
243MSMORGAN STANLEY$3.0M0.06%+3,300+21.9%
244SELECT SECTOR SPDR TR$3.0M0.06%102,800−79.2%
245FCXFREEPORT MCMORAN INC$63.37-9.07%$3.0M0.06%+50,549NEW
246UPSUNITED PARCEL SVCS INC$108.54-1.52%$3.0M0.06%3,200−9.6%
247ZBIOZENAS BIOPHARMA INC$2.9M0.06%+150,000NEW
248HONEYWELL INTL INC$2.9M0.06%+12,900NEW
249CMGCHIPOTLE MEXICAN GRILL IN$2.9M0.05%+67,900+318.8%
250FINVFINVOLUTION GROUP$2.8M0.05%+99,937+20.4%
251HUMHUMANA INC$2.8M0.05%22,500−58.6%
252TTDTHE TRADE DESK INC$2.7M0.05%+13,500+12.8%
253HONEYWELL INTL INC$2.6M0.05%+11,700NEW
254HONHONEYWELL INTL INC$2.6M0.05%+11,484NEW
255PEPPEPSICO INC$2.6M0.05%29,200−63.9%
256PYPLPAYPAL HLDGS INC$2.6M0.05%69,100−55.0%
257PPL 7 02/15/29PPL CORP$2.6M0.05%+50,000NEW
258ONON SEMICONDUCTOR CORP$2.6M0.05%65,800−61.5%
259MOALTRIA GROUP INC$2.5M0.05%+38,000NEW
260TEXAS INSTRS INC$2.5M0.05%+12,800NEW
261SLB LIMITED$2.5M0.05%+47,800NEW
262D R HORTON INC$2.4M0.05%+17,800NEW
263LRCXLAM RESEARCH CORP$2.4M0.05%+11,373NEW
264GHGUARDANT HEALTH INC$2.3M0.04%HELD
265AMTAMERICAN TOWER CORP$2.3M0.04%700−5.1%
266KODKODIAK SCIENCES INC$2.2M0.04%+58,953NEW
267KOCOCA COLA CO$2.2M0.04%48,900−62.5%
268DAWNGBXDAY ONE BIOPHARMACEUTICA$2.2M0.04%+103,900NEW
269LRCXLAM RESEARCH CORP$2.2M0.04%78,300−88.3%
270DHRDANAHER CORP DEL$2.2M0.04%58,700−83.4%
271TXNTEXAS INSTRS INC$2.1M0.04%+11,066NEW
272LBTYKLIBERTY GLOBAL LTD$2.1M0.04%+182,787NEW
273HALHALLIBURTON CO$2.1M0.04%+55,000NEW
274APGEAPOGEE THERAPEUTICS INC$2.1M0.04%+25,000NEW
275CRMSALESFORCE INC$2.1M0.04%+11,000NEW
276QCOMQUALCOMM INC$2.0M0.04%12,700−44.4%
277BNOUNITED STS BRENT OIL FD$2.0M0.04%+38,900NEW
278ZSZSCALER INC$2.0M0.04%+14,400NEW
279PYPLPAYPAL HLDGS INC$2.0M0.04%19,638−31.1%
280KRKROGER CO$1.9M0.04%+26,700NEW
281OKYOOKYO PHARMA LTD$1.9M0.04%+1,175,535NEW
282CVSCVS HEALTH CORP$1.9M0.04%133,900−83.8%
283LYONDELLBASELL INDUSTRIES$1.9M0.04%+23,100NEW
284WMBWILLIAMS COS INC$1.9M0.04%+25,500NEW
285OKEONEOK INC NEW$1.9M0.04%1,400−6.4%
286PANWPALO ALTO NETWORKS INC$1.8M0.04%+11,500NEW
287LENLENNAR CORP$1.8M0.03%+20,800NEW
288EQTEQT CORP$1.8M0.03%+28,200NEW
289SELECT SECTOR SPDR TR$1.8M0.03%45,000−80.4%
290SOSOUTHERN CO$1.8M0.03%7,000−27.7%
291CSXCSX CORP$1.8M0.03%+42,655NEW
292HUMHUMANA INC$1.8M0.03%5,900−36.9%
293ARK ETF TR$1.8M0.03%29,400−53.2%
294ADMARCHER DANIELS MIDLAND CO$1.7M0.03%+23,600NEW
295ARK ETF TR$1.7M0.03%85,800−77.2%
296MSMORGAN STANLEY$1.7M0.03%6,700−39.2%
297OREALTY INCOME CORP$1.7M0.03%+27,902NEW
298WBDWARNER BROS DISCOVERY INC$1.7M0.03%7,200−10.4%
299ZZILLOW GROUP INC$1.7M0.03%+40,769NEW
300BKRBAKER HUGHES COMPANY$1.7M0.03%+13,700+101.5%
301VSCOVICTORIAS SECRET AND CO$1.6M0.03%+20,136+134.2%
302DALDELTA AIR LINES INC$1.6M0.03%+24,500NEW
303AZA2Z CUST2MATE SOLUTIONS C$1.6M0.03%254,200−51.2%
304WMBWILLIAMS COS INC$1.6M0.03%+21,800NEW
305VZVERIZON COMMUNICATIONS IN$1.6M0.03%50,200−61.5%
306EMERSON ELEC CO$1.6M0.03%3,400−22.2%
307TTDTHE TRADE DESK INC$1.6M0.03%39,900−36.8%
308ZBIO 2.5 04/01/32ZENAS BIOPHARMA INC$1.6M0.03%+1,500,000NEW
309ZTOZTO EXPRESS CAYMAN INC$1.5M0.03%+61,525NEW
310JETBLUE AIRWAYS CORP$1.5M0.03%+342,500NEW
311WECWEC ENERGY GROUP INC$1.5M0.03%+13,100NEW
312USBUS BANCORP$1.4M0.03%92,700−77.1%
313HYGISHARES TR$1.4M0.03%HELD
314VZVERIZON COMMUNICATIONS IN$1.4M0.03%7,200−20.7%
315ZHZHIHU INC$1.4M0.03%+13,748+3.0%
316AESAES CORP$1.3M0.03%+55,700+141.4%
317GDENGOLDEN ENTMT INC$1.3M0.03%+50,128NEW
318GAPGAP INC$1.3M0.03%115,400−67.7%
319GMGENERAL MTRS CO$1.3M0.03%+17,766NEW
320EBAYEBAY INC.$1.3M0.03%12,800−47.1%
321KVUEKENVUE INC$1.3M0.02%+75,000NEW
322SAROSTANDARDAERO INC$1.3M0.02%+50,000NEW
323DOCNDIGITALOCEAN HLDGS INC$1.3M0.02%+15,000NEW
324DVNDEVON ENERGY CORP NEW$1.3M0.02%+10,141+65.8%
325BABAALIBABA GROUP HLDG LTD$1.3M0.02%+10,408NEW
326EBAYEBAY INC.$1.3M0.02%+13,800NEW
327ONON SEMICONDUCTOR CORP$1.2M0.02%+20,049NEW
328EXCEXELON CORP$1.2M0.02%+25,200NEW
329XELXCEL ENERGY INC$1.2M0.02%+15,400NEW
330GCOGENESCO INC$1.2M0.02%+42,135NEW
331URBNURBAN OUTFITTERS INC$1.2M0.02%+19,168NEW
332OKEONEOK INC NEW$1.2M0.02%+13,000NEW
333EQTEQT CORP$1.2M0.02%15,200−45.2%
334PRUDENTIAL FINL INC$1.1M0.02%21,400−64.8%
335GRDNGUARDIAN PHARMACY SVCS I$1.1M0.02%+30,000NEW
336WFCWELLS FARGO & CO$1.1M0.02%7,200−33.6%
337KRKROGER CO$1.1M0.02%30,600−66.2%
338LAUDER ESTEE COS INC$1.1M0.02%4,300−21.6%
339KMBKIMBERLY-CLARK CORP$1.1M0.02%+11,100NEW
340TKRTIMKEN CO$1.0M0.02%+10,436NEW
341JBLUJETBLUE AIRWAYS CORP$1.0M0.02%+237,276NEW
342CMGCHIPOTLE MEXICAN GRILL I$1.0M0.02%4,629−12.6%
343USBUS BANCORP$1.0M0.02%70,500−78.2%
344NEENEXTERA ENERGY INC$1.0M0.02%2,423−18.3%
345KMIKINDER MORGAN INC DEL$1.0M0.02%36,600−54.9%
346SIONSIONNA THERAPEUTICS INC$1.0M0.02%+25,000NEW
347CISCO SYS INC$962K0.02%151,700−92.4%
348TALKTALKSPACE INC$938K0.02%+181,300NEW
349CRICARTERS INC$933K0.02%+26,093NEW
350REALTHE REALREAL INC$908K0.02%+100,000NEW
351TRUIST FINL CORP$900K0.02%49,200−71.5%
352AZA2Z CUST2MATE SOLUTIONS$890K0.02%181,556−57.7%
353MOALTRIA GROUP INC$886K0.02%+13,426NEW
354BARRICK MNG CORP$852K0.02%+20,900NEW
355STMICROELECTRONICS N V$832K0.02%+24,100NEW
356CPRICAPRI HOLDINGS LIMITED$793K0.02%+45,000NEW
357PSNPARSONS CORP DEL$783K0.02%+14,463NEW
358TRUIST FINL CORP$780K0.02%258,900−93.8%
359EYENATIONAL VISION HLDGS IN$780K0.01%33,710−52.8%
360ECHISHARES INC$775K0.01%+300+1.6%
361TAT&T INC$763K0.01%+26,400NEW
362CSTMCONSTELLIUM SE$748K0.01%+30,444NEW
363FISVFISERV INC$742K0.01%91,200−87.3%
364PFEPFIZER INC$739K0.01%+26,366NEW
365MCHPMICROCHIP TECHNOLOGY INC.$736K0.01%+11,400NEW
366HALHALLIBURTON CO$736K0.01%25,500−57.4%
367KRKROGER CO$729K0.01%+10,080NEW
368TTDTHE TRADE DESK INC$716K0.01%41,526−56.8%
369DALDELTA AIR LINES INC$704K0.01%+10,600NEW
370AMLXAMYLYX PHARMACEUTICALS I$695K0.01%+50,000NEW
371OXYOCCIDENTAL PETE CORP$692K0.01%+10,643NEW
372FTITECHNIPFMC PLC$691K0.01%+10,000NEW
373BKRBAKER HUGHES COMPANY$675K0.01%+11,068NEW
374MOALTRIA GROUP INC$660K0.01%+10,000NEW
375DDOMINION ENERGY INC$624K0.01%+10,100NEW
376MONDELEZ INTL INC$622K0.01%+10,800NEW
377KSAISHARES TR$596K0.01%35,000−70.0%
378ATATATOUR LIFESTYLE HLDGS LT$594K0.01%5,239−24.5%
379AEOAMERICAN EAGLE OUTFITTER$585K0.01%+35,000NEW
380GAPGAP INC$561K0.01%337,252−93.6%
381FITBFIFTH THIRD BANCORP$529K0.01%+400+3.6%
382WBDWARNER BROS DISCOVERY INC$499K0.01%3,800−17.3%
383KMIKINDER MORGAN INC DEL$495K0.01%+14,786NEW
384CSXCSX CORP$464K0.01%16,700−59.6%
385STMICROELECTRONICS N V$463K0.01%+13,400NEW
386ARANTERO RESOURCES CORP$452K0.01%+10,700NEW
387MCWMISTER CAR WASH INC$447K0.01%+64,127NEW
388REALTHE REALREAL INC$418K0.01%80,524−63.6%
389YMMFULL TRUCK ALLIANCE CO L$415K0.01%+50,000NEW
390BBWIBATH & BODY WORKS INC$373K0.01%+2,500+14.3%
391AURAAURA BIOSCIENCES INC$335K0.01%+50,000NEW
392CCLCARNIVAL CORP$323K0.01%9,400−42.9%
393JETSETF SER SOLUTIONS$301K0.01%HELD
394PCGPG&E CORP$282K0.01%+16,100NEW
395PCGPG&E CORP$274K0.01%177,399−91.9%
396KYIVKYIVSTAR GROUP LTD$260K0.00%21,081−45.1%
397ELMEELME COMMUNITIES$251K0.00%+49,886+66.4%
398GTESGATES INDL CORP PLC$242K0.00%+10,700NEW
399SNAPSNAP INC$229K0.00%+50,000NEW
400FORD MTR CO$223K0.00%78,000−80.1%
401HBANHUNTINGTON BANCSHARES INC$222K0.00%20,300−58.8%
402WRBYWARBY PARKER INC$211K0.00%+10,000NEW
403FORD MTR CO$206K0.00%12,800−41.7%
404JPMJPMORGAN CHASE & CO.86,600EXITED
405LLYELI LILLY & CO$1131.420.55%20,600EXITED
406SELECT SECTOR SPDR TR169,400EXITED
407ORCLORACLE CORP$213.68-9.59%24.02%162.37%86,981EXITED
408FDXFEDEX CORP47,000EXITED
409MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%24,600EXITED
410PLTRPALANTIR TECHNOLOGIES INC66,700EXITED
411F 0 03/15/26FORD MTR CO11,000,000EXITED
412RYAAYRYANAIR HOLDINGS PLC155,905EXITED
413DLTRDOLLAR TREE INC81,300EXITED
414SPDR SERIES TRUST79,700EXITED
415WMTWALMART INC$118.880.97%85,972EXITED
416EXKEXACT SCIENCES CORP93,701EXITED
417SPDR SERIES TRUST71,600EXITED
4188QRCONFLUENT INC282,300EXITED
419XLYSELECT SECTOR SPDR TR69,893EXITED
420AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC7,500,000EXITED
421LMTLOCKHEED MARTIN CORP$523.760.91%14,345EXITED
422RNAGBPAVIDITY BIOSCIENCES INC95,055EXITED
423SELECT SECTOR SPDR TR145,800EXITED
424DLTRDOLLAR TREE INC52,900EXITED
425SNPSSYNOPSYS INC13,100EXITED
426GLWCORNING INC65,508EXITED
427PGRPROGRESSIVE CORP24,800EXITED
428ALLALLSTATE CORP25,800EXITED
429FISVFISERV INC79,895EXITED
430TRAVELERS COMPANIES INC17,900EXITED
431TEAMATLASSIAN CORPORATION31,600EXITED
432CVSCVS HEALTH CORP59,900EXITED
433CCL1EURCARNIVAL CORP150,756EXITED
434GLDSPDR GOLD TR11,600EXITED
435DXCMDEXCOM INC68,900EXITED
436DHRDANAHER CORPORATION19,200EXITED
437FIVEFIVE BELOW INC22,629EXITED
438CDNSCADENCE DESIGN SYSTEM INC13,200EXITED
439GENERAL MTRS CO50,200EXITED
440TARAPROTARA THERAPEUTICS INC754,626EXITED
441DISNEY WALT CO34,200EXITED
442DAYDAYFORCE INC56,250EXITED
443SHOPIFY INC23,900EXITED
444PLTRPALANTIR TECHNOLOGIES INC21,430EXITED
445NFLXNETFLIX INC$82.180.76%-33.80%58.78%40,297EXITED
446ODFLOLD DOMINION FREIGHT LINE IN23,900EXITED
447KGSKODIAK GAS SVCS INC100,000EXITED
448JNJJOHNSON & JOHNSON18,046EXITED
449MCDMCDONALDS CORP$279.842.61%12,200EXITED
450WASTE MGMT INC DEL16,900EXITED
451CDNSCADENCE DESIGN SYSTEM INC11,500EXITED
452DKSDICKS SPORTING GOODS INC18,000EXITED
453ABBVABBVIE INC$227.231.02%15,200EXITED
454EAELECTRONIC ARTS INC17,000EXITED
455AAGILENT TECHNOLOGIES INC23,300EXITED
456ZTSZOETIS INC25,100EXITED
457ULSUL SOLUTIONS INC40,000EXITED
458MRKMERCK & CO INC29,800EXITED
459MIAXMIAMI INTL HLDGS INC69,920EXITED
460ABBVABBVIE INC$227.231.02%13,530EXITED
461OLLIOLLIES BARGAIN OUTLET HLDGS27,854EXITED
462BANK AMERICA CORP55,400EXITED
463XMESPDR SERIES TRUST29,246EXITED
464ABBOTT LABS23,800EXITED
465COGTCOGENT BIOSCIENCES INC82,800EXITED
466HLTHILTON WORLDWIDE HLDGS INC10,100EXITED
4671RGREV GROUP INC47,398EXITED
468CLCOLGATE PALMOLIVE CO36,000EXITED
469KKRKKR & CO INC22,100EXITED
470AIGAMERICAN INTL GROUP INC32,552EXITED
471NGDNNEW GOLD INC CDA306,608EXITED
472COINCOINBASE GLOBAL INC11,800EXITED
473PANWPALO ALTO NETWORKS INC14,469EXITED
474BSY 0.375 07/01/27BENTLEY SYS INC2,800,000EXITED
475RTXRTX CORPORATION14,200EXITED
476CITIZENS FINL GROUP INC44,300EXITED
477KMBKIMBERLY-CLARK CORP25,200EXITED
478APOAPOLLO GLOBAL MGMT INC17,500EXITED
479COINCOINBASE GLOBAL INC11,200EXITED
480SPDR SERIES TRUST24,300EXITED
481SIGSIGNET JEWELERS LIMITED30,000EXITED
482GLWCORNING INC28,000EXITED
483SPDR SERIES TRUST28,300EXITED
484ALBALBEMARLE CORP16,700EXITED
485BIIBBIOGEN INC13,069EXITED
486URBNURBAN OUTFITTERS INC30,000EXITED
487BIIBBIOGEN INC12,800EXITED
488XHBSPDR SERIES TRUST21,562EXITED
489WORKDAY INC10,300EXITED
490DOLLAR GEN CORP NEW16,400EXITED
491PNC FINL SVCS GROUP INC10,400EXITED
492SIGSIGNET JEWELERS LIMITED26,131EXITED
493EOG RES INC19,500EXITED
494QSRRESTAURANT BRANDS INTL INC30,000EXITED
495XLRESELECT SECTOR SPDR TR50,000EXITED
496CWENCLEARWAY ENERGY INC59,792EXITED
497D R HORTON INC13,700EXITED
498NTRNUTRIEN LTD31,500EXITED
499SCISERVICE CORP INTL24,860EXITED
500EDCONSOLIDATED EDISON INC19,400EXITED

Source: SEC EDGAR · accession 0001633046-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.