MondegarAI
← Tracker

Institutional

SIG BROKERAGE, LP

CIK 0001094429
$3.79B
Reported AUM
500
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · SIG BROKERAGE, LP · Q1 2026

AI · grounded in 13F

SIG BROKERAGE, LP established a new position in XOP worth $92.9M. The fund also opened a new position in XLB for $62.1M and increased its stake in NFLX by 737.2%. On the sell side, the fund trimmed its holdings in APO by 90.3% and XLV by 85.8%.

Portfolio · Q1 2026

GLD$261.8MMETA$243.0MNFLX$237.6MEWZTSMNVDAXOPMSFTAVGOCRMFXITSLAOther$2.19BSL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$261.8M6.92%433,700−41.6%
2METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$243.0M6.42%+39,180+10.2%
3NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$237.6M6.28%+2,175,585+737.2%
4EWZISHARES INC$34.01-2.21%29.36%33.02%$155.5M4.11%+1,768,515+77.5%
5TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$97.2M2.57%+185,759+182.1%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$95.2M2.52%32,600−5.6%
7XOPSPDR SERIES TRUST$165.99-2.94%37.93%124.91%$92.9M2.45%+511,000NEW
8MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$91.1M2.41%+88,800+56.4%
9AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$86.0M2.27%+185,000+199.1%
10CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$82.8M2.19%+225,000+103.1%
11FXIISHARES TR$34.75-2.03%-2.64%-4.29%$79.4M2.10%+1,820,166+466.4%
12TSLATESLA INC$391.00-6.56%32.48%70.69%$73.9M1.95%8,657−4.2%
13AAPLAPPLE INC$307.34-1.25%51.31%116.17%$63.1M1.67%+195,300+365.0%
14XLBSELECT SECTOR SPDR TR$50.63-1.92%17.62%32.57%$62.1M1.64%+1,242,759NEW
15MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$60.3M1.59%+113,831+176.2%
16UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$59.7M1.58%+68,058+44.6%
17ARMARM HOLDINGS PLC$342.93-12.84%157.63%595.74%$57.4M1.52%102,300−21.2%
18SLVISHARES SILVER TR$61.57-8.08%88.35%160.56%$44.3M1.17%+285,899+78.6%
19SNDKSANDISK CORP$1559.32-11.39%3882.94%3175.19%$42.3M1.12%+51,500+343.3%
20AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$37.7M1.00%+71,220+64.9%
21ORCLORACLE CORP$213.68-9.59%24.02%162.37%$36.9M0.98%+40,748+19.4%
22AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$35.8M0.95%99,977−36.2%
23QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$34.5M0.91%+55,211+1203.1%
24GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$31.4M0.83%+780+0.7%
25ASMLASML HLDG NV$1641.74-6.59%119.73%124.14%$30.9M0.82%+7,500+47.2%
26GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$28.5M0.75%+21,236+186.9%
27SMHVANECK ETF TRUST$569.69-9.22%126.12%346.26%$27.1M0.72%+9,413+15.3%
28IEFISHARES TR$93.62-0.53%4.36%-8.29%$25.1M0.66%+263,220NEW
29ADBEADOBE INC$251.44-2.70%-39.69%-59.55%$25.0M0.66%+7,238+7.6%
30LQDISHARES TR$108.17-0.62%6.23%-3.50%$24.6M0.65%+183,400+435.7%
31UALUNITED AIRLS HLDGS INC$105.730.75%$24.2M0.64%+230,697+716.7%
32BABAALIBABA GROUP HLDG LTD$121.06-3.88%$23.1M0.61%+57,532+45.5%
33NOWSERVICENOW INC$112.45-5.79%$22.3M0.59%+152,600+250.2%
34PEPPEPSICO INC$141.92-0.16%$22.0M0.58%+141,349NEW
35CRWVCOREWEAVE INC$100.39-7.07%$20.8M0.55%54,845−16.9%
36VVISA INC$323.571.06%$20.6M0.54%+35,005+105.7%
37LYVLIVE NATION ENTERTAINMENT IN$161.590.95%$20.1M0.53%HELD
38SLBSLB LIMITED$54.87-5.41%$19.8M0.52%54,100−12.3%
39JNJJOHNSON & JOHNSON$232.772.02%$19.8M0.52%+64,000+374.3%
40RCLROYAL CARIBBEAN GROUP$280.00-4.53%$19.3M0.51%+45,000+180.0%
41PYPLPAYPAL HLDGS INC$41.29-3.42%$19.2M0.51%+77,200+22.2%
42IRENIREN LIMITED$54.35-12.14%$19.0M0.50%+21,324+4.0%
43PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$18.9M0.50%231,277−64.1%
44MSMORGAN STANLEY$211.93-2.90%$16.9M0.45%+18,318+21.6%
45PDDPDD HOLDINGS INC$85.07-0.94%$16.2M0.43%+96,000+152.4%
46HYGISHARES TR$79.43-0.50%$15.9M0.42%344,800−63.3%
47CATCATERPILLAR INC$904.28-3.85%$15.2M0.40%+21,500NEW
48GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$15.0M0.40%+17,774NEW
49EUFNISHARES TR$37.35-1.81%$13.6M0.36%+389,966NEW
50MAMASTERCARD INCORPORATED$491.081.93%$13.2M0.35%HELD
51SCHWSCHWAB CHARLES CORP$88.840.95%$13.1M0.35%6,035−4.1%
52HCCWARRIOR MET COAL INC$98.65-1.27%$13.0M0.34%HELD
53NKENIKE INC$42.98-1.47%$12.8M0.34%+6,500+2.8%
54MRKMERCK & CO INC$120.790.44%$12.6M0.33%+18,158+20.9%
55BBARRICK MNG CORP$39.46-7.78%$12.6M0.33%130,293−29.6%
56SYKSTRYKER CORPORATION$305.661.48%$12.4M0.33%HELD
57REGNREGENERON PHARMACEUTICALS$635.451.07%$12.4M0.33%+2,000+14.3%
58BACBANK AMERICA CORP$53.83-0.63%$12.2M0.32%+4,245+1.7%
59SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$11.7M0.31%94,400−84.0%
60GOOGALPHABET INC$365.76-0.95%$11.1M0.29%+21,298+123.1%
61JPMJPMORGAN CHASE & CO$312.370.48%$11.0M0.29%37,000−49.7%
62SCCOSOUTHERN COPPER CORP$172.97-10.88%$11.0M0.29%+63,895NEW
63QCOMQUALCOMM INC$215.94-10.98%$11.0M0.29%+37,921+80.1%
64GDXVANECK ETF TRUST$78.84-8.75%$10.9M0.29%392,452−76.7%
65HCAHCA HEALTHCARE INC$372.132.85%$10.6M0.28%HELD
66KWEBKRANESHARES TRUST$26.38-2.76%$10.6M0.28%+289,700+342.3%
67APPAPPLOVIN CORP$557.20-0.30%$10.5M0.28%+14,946+129.5%
68WMTWALMART INC$118.880.97%$10.4M0.27%2,000−2.3%
69AXPAMERICAN EXPRESS CO$310.66-0.60%$10.3M0.27%55,800−62.2%
70UPSUNITED PARCEL SVCS INC$108.54-1.52%$10.2M0.27%+98,632+1972.6%
71INTCINTEL CORP$99.17-11.28%$10.2M0.27%199,596−46.4%
72HDHOME DEPOT INC$310.780.27%$10.0M0.26%22−0.1%
73EEMISHARES TR$64.59-6.53%$9.6M0.25%209,549−55.3%
74BLKBLACKROCK INC$995.60-2.64%$9.6M0.25%+10,000NEW
75BRK/BBERKSHIRE HATHAWAY INC DEL$9.6M0.25%+13,000+185.7%
76BKNGBOOKING HOLDINGS INC$165.84-0.99%$9.5M0.25%+152+7.2%
77WSMWILLIAMS SONOMA INC$202.18-1.37%$9.3M0.25%+51,137NEW
78BABOEING CO$215.45-0.91%$9.3M0.24%+36,500+365.0%
79BEBLOOM ENERGY CORP$263.61-9.53%$9.0M0.24%+36,500+121.3%
80USOUNITED STS OIL FD LP$133.02-2.72%$8.6M0.23%68,617−50.4%
81EFAISHARES TR$102.26-2.56%$8.2M0.22%+84,600NEW
82GLWCORNING INC$177.58-10.18%$8.1M0.22%+54,996+1127.4%
83XRTSPDR SERIES TRUST$82.63-1.08%$7.9M0.21%+98,600NEW
84VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$7.9M0.21%14,759−45.6%
85CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$7.8M0.21%+18,409+1227.3%
86SBUXSTARBUCKS CORP$95.291.22%$7.8M0.21%182,900−67.8%
87XLISELECT SECTOR SPDR TR$174.18-1.12%$7.7M0.20%+19,300+67.8%
88SOXXISHARES TR$539.77-10.44%$7.7M0.20%+22,700+3096.9%
89IGVISHARES TR$95.32-0.55%$7.7M0.20%+96,200NEW
90ACNACCENTURE PLC IRELAND$178.25-0.34%$7.7M0.20%+27,500+245.5%
91SATSECHOSTAR CORP$116.28-6.71%$7.5M0.20%2,980−4.4%
92IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$7.4M0.19%+108,900+132.0%
93GILDGILEAD SCIENCES INC$129.16-0.02%$7.2M0.19%597−1.2%
94EWYISHARES INC$175.19-14.11%$7.1M0.19%82,081−58.8%
95FCXFREEPORT MCMORAN INC$63.37-9.07%$7.0M0.19%+104,270+695.1%
96DOCNDIGITALOCEAN HLDGS INC$166.90-1.75%$6.9M0.18%+80,000NEW
97PANWPALO ALTO NETWORKS INC$272.05-2.58%$6.4M0.17%+28,500+247.8%
98IONSIONIS PHARMACEUTICALS INC$73.61-1.16%$6.4M0.17%+85,000NEW
99KKRKKR & CO INC$93.40-2.16%$6.0M0.16%+30,889+89.5%
100APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$5.9M0.16%498,941−90.3%
101CITHE CIGNA GROUP$5.9M0.16%HELD
102XLVSELECT SECTOR SPDR TR$5.9M0.16%243,403−85.8%
103AIGAMERICAN INTL GROUP INC$5.9M0.15%48,142−38.2%
104CBCHUBB LTD SWITZ$5.9M0.15%+720+4.2%
105XOMEXXON MOBIL CORP$5.8M0.15%+11,200+49.1%
106CNRCORE NATURAL RESOURCES INC$5.8M0.15%HELD
107UUNITY SOFTWARE INC$5.7M0.15%+234,181+919.0%
108SAPSAP SE$5.6M0.15%+32,571NEW
109RDDTREDDIT INC$5.3M0.14%+24,500+163.3%
110RTXRTX CORPORATION$5.3M0.14%+21,000+323.1%
111DVYISHARES TR$5.3M0.14%HELD
112SUSUNCOR ENERGY INC NEW$5.3M0.14%+80,000NEW
113LLYELI LILLY & CO$5.2M0.14%+2,258+66.1%
114SOSOUTHERN CO$5.2M0.14%+53,400NEW
115DIASTATE STR SPDR DOW JONES IND$5.1M0.14%+7,250+190.8%
116OWLBLUE OWL CAPITAL INC$5.1M0.14%+559,900NEW
117NYTNEW YORK TIMES CO MTN BE$5.0M0.13%+60,030NEW
118VSTVISTRA CORP$5.0M0.13%+15,900+91.9%
119WBDWARNER BROS DISCOVERY INC$4.9M0.13%81,960−31.4%
120CSCOCISCO SYS INC$4.8M0.13%10,000−13.8%
121KMBKIMBERLY-CLARK CORP$4.5M0.12%+29,900+174.9%
122LNGCHENIERE ENERGY INC$4.5M0.12%+15,853NEW
123PFEPFIZER INC$4.5M0.12%+85,236+116.2%
124CTRACOTERRA ENERGY INC$4.5M0.12%+112,085+767.7%
125ASHRDBX ETF TR$4.4M0.12%HELD
126XMESPDR SERIES TRUST$4.4M0.12%+15,000+58.8%
127DOWDOW HLDGS INC$4.4M0.12%+105,000NEW
128ICEINTERCONTINENTAL EXCHANGE IN$4.3M0.11%HELD
129EAELECTRONIC ARTS INC$4.3M0.11%+21,000NEW
130RBLXROBLOX CORP$4.2M0.11%+69,500+1263.6%
131DKSDICKS SPORTING GOODS INC$4.1M0.11%+12,900+161.3%
132XLKSELECT SECTOR SPDR TR$4.1M0.11%30,000−49.2%
133QUREQUANTA SVCS INC$4.1M0.11%+7,500NEW
134AMATAPPLIED MATLS INC$4.1M0.11%5,000−29.4%
135RRXREGAL REXNORD CORPORATION$4.1M0.11%+21,785NEW
136RMDRESMED INC$4.1M0.11%+981+5.7%
137FTNTFORTINET INC$4.0M0.11%+9,600+24.4%
138CORZCORE SCIENTIFIC INC NEW$4.0M0.11%157,336−37.0%
139CVNACARVANA CO$4.0M0.11%24,871−66.1%
140MTUMISHARES TR$4.0M0.11%+4,826+40.9%
141CVSCVS HEALTH CORP$4.0M0.10%+5,323+10.6%
142LULULULULEMON ATHLETICA INC$3.9M0.10%8,360−24.5%
143MSTRSTRATEGY INC$3.9M0.10%60,684−65.9%
144MCHPMICROCHIP TECHNOLOGY INC.$3.9M0.10%+60,000NEW
145WDCWESTERN DIGITAL CORP$3.9M0.10%+14,300NEW
146KRESPDR SERIES TRUST$3.9M0.10%48,360−45.0%
147SPGIS&P GLOBAL INC$3.7M0.10%3,032−25.7%
148MCKMCKESSON CORP$3.7M0.10%HELD
149TJXTJX COS INC NEW$3.6M0.10%+22,700NEW
150VLOVALERO ENERGY CORP$3.6M0.10%+7,340+100.5%
151IBMINTERNATIONAL BUSINESS MACHS$3.6M0.09%+5,239+55.1%
152CRUSCIRRUS LOGIC INC$3.6M0.09%+24,558NEW
153INDAISHARES TR$3.5M0.09%HELD
154WULFTERAWULF INC$3.5M0.09%93,300−27.9%
155NXTNEXTPOWER INC$3.5M0.09%106,575−78.7%
156SNOWSNOWFLAKE INC$3.5M0.09%+7,884+52.6%
157EWJISHARES INC$3.4M0.09%HELD
158DINOHF SINCLAIR CORP$3.4M0.09%+53,700NEW
159BIDUBAIDU INC$3.3M0.09%+15,000+100.0%
160DISDISNEY WALT CO$3.3M0.09%13,750−28.9%
161MIAXMIAMI INTL HLDGS INC$3.2M0.09%+83,189NEW
162TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.2M0.08%+16,200NEW
163TTETOTALENERGIES SE$3.2M0.08%+35,013NEW
164UNFUNIFIRST CORP MASS$3.1M0.08%+12,500NEW
165OIHVANECK ETF TRUST$3.1M0.08%3,222−29.3%
166XLPSELECT SECTOR SPDR TR$3.1M0.08%+35,037+1167.9%
167CECELANESE CORP DEL$3.1M0.08%+47,200NEW
168AERAERCAP HOLDINGS NV$3.1M0.08%+22,549NEW
169CRDOCREDO TECHNOLOGY GROUP HOLDI$3.1M0.08%+32,619NEW
170VTRSVIATRIS INC$3.1M0.08%+44,171+24.3%
171APAAPA CORPORATION$3.0M0.08%+18,478+34.6%
172IWDISHARES TR$3.0M0.08%HELD
173DVADAVITA INC$3.0M0.08%+3,357+21.2%
174CCITIGROUP INC$2.9M0.08%+8,798+53.0%
175CSXCSX CORP$2.9M0.08%+33,019+89.2%
176GNRCGENERAC HLDGS INC$2.9M0.08%+14,600NEW
177LRCXLAM RESEARCH CORP$2.8M0.08%4,701−26.1%
178CVXCHEVRON CORPORATION$2.8M0.07%+3,010+28.6%
179TKOTKO GROUP HOLDINGS INC$2.8M0.07%HELD
180HLHECLA MINING COMPANY$2.7M0.07%+147,500NEW
181TXNTEXAS INSTRS INC$2.7M0.07%+14,000NEW
182RHRH$2.7M0.07%+19,374NEW
183ROKUROKU INC$2.7M0.07%+28,063NEW
184QQNITY ELECTRONICS INC$2.7M0.07%+23,000NEW
185COHRCOHERENT CORP$2.6M0.07%+11,089NEW
186ASTSAST SPACEMOBILE INC$2.6M0.07%+22,632+277.4%
187LYBLYONDELLBASELL INDUSTRIES NV$2.5M0.07%+31,500NEW
188KOCOCA COLA CO$2.5M0.07%1,206−3.5%
189CMCSACOMCAST CORP NEW$2.5M0.07%+23,500+36.7%
190CODICOMPASS DIVERSIFIED$2.5M0.07%+316,835NEW
191ZIMZIM INTEGRATED SHIPPING SERV$2.5M0.07%+82,073+688.1%
192AEMAGNICO EAGLE MINES LTD$2.5M0.07%+12,200NEW
193VALEVALE S A$2.5M0.07%+140,000+933.3%
194ARKKARK ETF TR$2.4M0.06%+7,853+27.9%
195OMCOMNICOM GROUP INC$2.4M0.06%+32,220NEW
196CPNGCOUPANG INC$2.4M0.06%+28,000+28.0%
197WMT2WELLS FARGO & CO$2.4M0.06%3,449−10.2%
198SPHBINVESCO EXCH TRADED FD TR II$2.3M0.06%HELD
199NETCLOUDFLARE INC$2.3M0.06%HELD
200KEYSKEYSIGHT TECHNOLOGIES INC$2.3M0.06%+8,000NEW
201GWWWW GRAINGER INC$2.2M0.06%+2,060NEW
202SHWSHERWIN WILLIAMS CO$2.2M0.06%+7,000NEW
203WRBYWARBY PARKER INC$2.2M0.06%+106,150NEW
204NEENEXTERA ENERGY INC$2.2M0.06%+4,813+25.1%
205COPCONOCOPHILLIPS$2.2M0.06%+9,705+138.6%
206ESLTELBIT SYS LTD$2.2M0.06%+2,577NEW
207APDAIR PRODUCTS AND CHEMICALS I$2.2M0.06%+2,812+60.0%
208CRCLCIRCLE INTERNET GROUP INC$2.1M0.06%+7,857+54.2%
209PCGPG&E CORP$2.1M0.06%+80,000+200.0%
210BXBLACKSTONE INC$2.1M0.06%+11,306+161.5%
211NBIXNEUROCRINE BIOSCIENCES INC$2.1M0.06%+15,812NEW
212AXSMAXSOME THERAPEUTICS INC.$2.1M0.05%+12,298NEW
213DASHDOORDASH INC$2.0M0.05%22,587−62.7%
214KMIKINDER MORGAN INC DEL$2.0M0.05%54,000−47.4%
215ASSTSTRIVE INC$2.0M0.05%+200,000NEW
216ELLAUDER ESTEE COS INC$2.0M0.05%2,367−7.9%
217FANGDIAMONDBACK ENERGY INC$2.0M0.05%+5,660+129.3%
218FSLRFIRST SOLAR INC$2.0M0.05%12,910−56.4%
219QLYSQUALYS INC$2.0M0.05%+22,330NEW
220LITELUMENTUM HLDGS INC$1.9M0.05%+2,757NEW
221SPHRSPHERE ENTERTAINMENT CO$1.9M0.05%7,176−30.5%
222CEGCONSTELLATION ENERGY CORP$1.9M0.05%400−5.6%
223MDBMONGODB INC$1.9M0.05%+5,256+210.2%
224METMETLIFE INC$1.9M0.05%+26,789NEW
225ALGNALIGN TECHNOLOGY INC$1.9M0.05%8,199−42.7%
226VRTVERTIV HOLDINGS CO$1.9M0.05%94,012−92.6%
227MRVLMARVELL TECHNOLOGY INC$1.9M0.05%+9,573+103.7%
228ETORETORO GROUP LTD$1.9M0.05%+62,000NEW
229NOKNOKIA CORP$1.8M0.05%15,771−6.4%
230PBFPBF ENERGY INC$1.8M0.05%+38,600NEW
231MARMARRIOTT INTL INC NEW$1.8M0.05%1,301−18.8%
232SPYMSPDR SERIES TRUST$1.8M0.05%HELD
233TERTERADYNE INC$1.8M0.05%5,326−46.3%
234IVZINVESCO LTD$1.8M0.05%+75,000NEW
235NXENEXGEN ENERGY LTD$1.8M0.05%+109,700+235.4%
236CHDNCHURCHILL DOWNS INC$1.8M0.05%+20,000NEW
237AHCOADAPTHEALTH CORP$1.8M0.05%19,751−11.6%
238XLFSELECT SECTOR SPDR TR$1.8M0.05%39,892−52.5%
239SOFISOFI TECHNOLOGIES INC$1.8M0.05%+31,598+39.3%
240UBERUBER TECHNOLOGIES INC$1.8M0.05%7,500−23.4%
241PGRPROGRESSIVE CORP$1.8M0.05%7,131−44.6%
242ZZILLOW GROUP INC$1.7M0.05%+38,182+984.1%
243CROXCROCS INC$1.7M0.05%HELD
244CYTKCYTOKINETICS INC$1.7M0.05%+26,011NEW
245DNTHDIANTHUS THERAPEUTICS INC$1.7M0.04%+20,292NEW
246TTDTHE TRADE DESK INC$1.7M0.04%+75,000NEW
247DEDEERE & CO$1.7M0.04%3,000−50.0%
248GLGLOBE LIFE INC$1.7M0.04%+12,000NEW
249APLSUSDAPELLIS PHARMACEUTICALS INC$1.6M0.04%HELD
250NEMNEWMONT CORP$1.6M0.04%+5,000+50.0%
251BROSDUTCH BROS INC$1.6M0.04%+31,765NEW
252NOCNORTHROP GRUMMAN CORP$1.6M0.04%1,372−37.0%
253NTRANATERA INC$1.6M0.04%+2,398+43.3%
254IYTISHARES TR$1.6M0.04%HELD
255SPOTSPOTIFY TECHNOLOGY S A$1.6M0.04%11,711−78.5%
256OKLOOKLO INC$1.5M0.04%+20,558+205.6%
257VZVERIZON COMMUNICATIONS INC$1.5M0.04%+12,711+73.1%
258MTZMASTEC INC$1.5M0.04%+4,600NEW
259KLACKLA CORP$1.5M0.04%+1,000NEW
260PGPROCTER & GAMBLE CO$1.4M0.04%+10,000NEW
261BHPBHP BILLITON LIMITED$1.4M0.04%16,000−44.8%
262LCIDLUCID GROUP INC$1.4M0.04%450,000−75.0%
263GEGE AEROSPACE$1.4M0.04%1,000−16.7%
264PARRPAR PAC HOLDINGS INC$1.4M0.04%+22,300NEW
265TMUST-MOBILE US INC$1.4M0.04%2,877−30.4%
266TPLTEXAS PACIFIC LAND CORPORATI$1.4M0.04%+2,901NEW
267BMNRBITMINE IMMERSION TECNOLOGIE$1.3M0.04%+13,000+23.9%
268CSLCARLISLE COS INC$1.3M0.04%+4,000NEW
269PHATPHATHOM PHARMACEUTICALS INC$1.3M0.04%+120,000NEW
270CARAVIS BUDGET GROUP INC$1.3M0.04%HELD
271XPOXPO INC$1.3M0.04%+6,814NEW
272MURMURPHY OIL CORP$1.3M0.03%+31,900NEW
273CFCF INDUSTRIES HOLD$1.3M0.03%+10,000NEW
274EQTEQT CORP$1.3M0.03%141,201−87.6%
275ADIANALOG DEVICES INC$1.3M0.03%20,200−83.5%
276MRNAMODERNA INC$1.3M0.03%100,000−80.0%
277MNSTMONSTER BEVERAGE CORP NEW$1.3M0.03%+14,087+422.8%
278TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.03%HELD
279BBWBUILD-A-BEAR WORKSHOP INC$1.2M0.03%+27,500+550.0%
280INTUINTUIT$1.2M0.03%37,088−93.0%
281EWEDWARDS LIFESCIENCES CORP$1.2M0.03%+15,000NEW
282PEVERPURE INC$1.2M0.03%+20,000NEW
283TEVATEVA PHARMACEUTICAL INDS LTD$1.2M0.03%+5,967+18.4%
284JETSETF SER SOLUTIONS$1.1M0.03%+46,664NEW
285KMXCARMAX INC$1.1M0.03%+27,576NEW
286QUREUNIQURE NV$1.1M0.03%+28,000+66.7%
287COFCAPITAL ONE FINL CORP$1.1M0.03%57,257−90.2%
288MPCMARATHON PETE CORP$1.1M0.03%+4,655NEW
289EOGEOG RES INC$1.1M0.03%+3,811+94.2%
290CIENCIENA CORP$1.1M0.03%2,100−42.0%
291PLXSPLEXUS CORP$1.1M0.03%+3,193+136.1%
292AKAMAKAMAI TECHNOLOGIES INC$1.1M0.03%+9,647NEW
293ARCCARES CAPITAL CORP$1.1M0.03%+60,808NEW
294FEZSPDR INDEX SHS FDS$1.1M0.03%HELD
295HOODROBINHOOD MKTS INC$1.1M0.03%9,500−38.0%
296SNSHARKNINJA INC$1.1M0.03%+10,000NEW
297MDTMEDTRONIC PLC$1.1M0.03%+12,200NEW
298IYRISHARES TR$1.0M0.03%13,908−55.6%
299FROFRONTLINE PLC$1.0M0.03%+30,000NEW
300XHBSPDR SERIES TRUST$1.0M0.03%HELD
301BGBUNGE GLOBAL SA$1.0M0.03%+8,070NEW
302JBTMJBT MAREL CORPORATION$1.0M0.03%+500+6.7%
303ABBVABBVIE INC$1.0M0.03%300−6.0%
304BIIBBIOGEN INC$1.0M0.03%14,122−72.0%
305MDYSTATE STR SPDR S&P MIDCAP 40$987K0.03%HELD
306DUKDUKE ENERGY CORP NEW$982K0.03%+7,500NEW
307EOSEEOS ENERGY ENTERPRISES INC$967K0.03%+195,000NEW
308HASHASBRO INC$945K0.02%+10,100NEW
309ONON SEMICONDUCTOR CORP$929K0.02%+15,000NEW
310ABTABBOTT LABORATORIES$924K0.02%+4,560+102.7%
311JDJD.COM INC$908K0.02%+15,911+107.5%
312HONHONEYWELL INTL INC$904K0.02%6,000−60.0%
313ITRIITRON INC$896K0.02%+10,000NEW
314SYFSYNCHRONY FINANCIAL$890K0.02%+13,080NEW
315MCYMERCURY GENL CORP NEW$882K0.02%+10,000NEW
316SMRNUSCALE PWR CORP$867K0.02%+80,000NEW
317AWKAMERICAN WTR WKS CO INC NEW$863K0.02%+6,343NEW
318PINSPINTEREST INC$825K0.02%+30,000+200.0%
319DHID R HORTON INC$817K0.02%15,000−71.6%
320AMANTERO MIDSTREAM CORP$798K0.02%14,905−29.9%
321HYMCHYCROFT MINING HOLDING CORP$792K0.02%+22,500NEW
322UUUUENERGY FUELS INC$781K0.02%+42,800NEW
323BTDRBITDEER TECHNOLOGIES GROUP$768K0.02%40,973−31.6%
324AFLAFLAC INC$768K0.02%HELD
325GENIGENIUS SPORTS LIMITED$761K0.02%+171,800NEW
326BULLWEBULL CORP$752K0.02%+88,254+129.0%
327BNEDBARNES & NOBLE ED INC$747K0.02%+84,605NEW
328NVONOVO-NORDISK A S$735K0.02%15,000−42.9%
329XLUSELECT SECTOR SPDR TR$734K0.02%199,000−92.6%
330GDXJVANECK ETF TRUST$720K0.02%+6,000NEW
331SHOPSHOPIFY INC$712K0.02%+6,000NEW
332DALDELTA AIR LINES INC$710K0.02%+10,675NEW
333DDOGDATADOG INC$708K0.02%+6,000NEW
334COINCOINBASE GLOBAL INC$698K0.02%39,000−90.7%
335GMEGAMESTOP CORP$691K0.02%+5,000+20.0%
336OXYOCCIDENTAL PETE CORP$684K0.02%29,607−73.8%
337DIODDIODES INC$683K0.02%+10,000NEW
338AMPXAMPRIUS TECHNOLOGIES INC$674K0.02%+40,000NEW
339USARUSA RARE EARTH INC$653K0.02%+43,100NEW
340EBAYEBAY INC.$637K0.02%HELD
341SYMSYMBOTIC INC$629K0.02%+11,824NEW
342APLDAPPLIED DIGITAL CORP$622K0.02%3,000−10.3%
343ICLRICON PLC$620K0.02%+5,600NEW
344GDSGDS HLDGS LTD$604K0.02%+15,000NEW
345CVICVR ENERGY INC$600K0.02%+17,816NEW
346CLMTCALUMET INC$592K0.02%+16,500NEW
347WMGWARNER MUSIC GROUP CORP$587K0.02%HELD
348ANETARISTA NETWORKS INC$577K0.02%+4,700NEW
349ATEXANTERIX INC$573K0.02%+15,000NEW
350VGVENTURE GLOBAL INC$569K0.02%74,216−67.3%
351HPEHEWLETT PACKARD ENTERPRISE C$567K0.01%+6,500+37.6%
352KOLDPROSHARES TR II$564K0.01%5,500−17.5%
353CLSCELESTICA INC$563K0.01%+2,000NEW
354BKLNINVESCO EXCH TRADED FD TR II$561K0.01%32,500−54.2%
355NBISNEBIUS GROUP N.V.$558K0.01%14,623−73.1%
356SILGLOBAL X FDS$540K0.01%+6,000NEW
357ICLNISHARES TR$537K0.01%HELD
358AALAMERICAN AIRLINES GROUP INC$537K0.01%+38,900+350.5%
359AUANGLOGOLD ASHANTI PLC$535K0.01%+5,500NEW
360FOURSHIFT4 PMTS INC$525K0.01%HELD
361FNFABRINET$522K0.01%+1,000NEW
362UCOPROSHARES TR II$515K0.01%+13,100NEW
363KODKODIAK SCIENCES INC$511K0.01%+13,400NEW
364DGROISHARES TR$501K0.01%HELD
365SBSWSIBANYE STILLWATER LTD$493K0.01%+40,000NEW
366PLDPROLOGIS INC.$488K0.01%+3,692NEW
367MGAMAGNA INTL INC$487K0.01%+1,808+26.1%
368CIFRCIPHER DIGITAL INC$472K0.01%+20,000+119.8%
369RELYREMITLY GLOBAL INC$470K0.01%HELD
370GGALGRUPO FINANCIERO GALICIA S.A$467K0.01%+10,000NEW
371RIORIO TINTO PLC$466K0.01%+5,000NEW
372PPLTABRDN PLATINUM ETF TRUST$463K0.01%HELD
373SNAPSNAP INC$460K0.01%+87,660+710.4%
374OCULOCULAR THERAPEUTIX INC$460K0.01%+54,300NEW
375ANFABERCROMBIE & FITCH CO$457K0.01%1,800−26.5%
376RKLBROCKET LAB CORP$456K0.01%HELD
377PFGPRINCIPAL FINANCIAL GROUP IN$451K0.01%+5,000NEW
378CFGCITIZENS FINL GROUP INC$450K0.01%HELD
379TANINVESCO EXCH TRADED FD TR II$446K0.01%HELD
380SMCISUPER MICRO COMPUTER INC$444K0.01%20,200−50.9%
381SHAKSHAKE SHACK INC$442K0.01%HELD
382XENEXENON PHARMACEUTICALS INC$442K0.01%+7,600NEW
383MCDMCDONALDS CORP$442K0.01%+1,421NEW
384LRNSTRIDE INC$441K0.01%+5,000NEW
385CRCRANE COMPANY$428K0.01%+2,500NEW
386HTZHERTZ GLOBAL HLDGS INC$426K0.01%+12,503+15.6%
387RKTROCKET COS INC$424K0.01%119,502−80.1%
388GRABGRAB HOLDINGS LIMITED$410K0.01%HELD
389PAGPPLAINS GP HLDGS L P$408K0.01%+16,800NEW
390BPBP PLC$404K0.01%+8,600NEW
391EQNREQUINOR ASA$401K0.01%HELD
392QGENQIAGEN NV$400K0.01%+10,000NEW
393GLPIGAMING & LEISURE P$399K0.01%+9,000NEW
394AAGILENT TECHNOLOGIES INC$398K0.01%534−13.3%
395ARESARES MANAGEMENT CORPORATION$393K0.01%+3,600NEW
396HALHALLIBURTON CO$390K0.01%HELD
397DNNDENISON MINES CORP$388K0.01%+110,000NEW
398CMECME GROUP INC$384K0.01%HELD
399LMNDLEMONADE INC$376K0.01%+6,000NEW
400ABALLIANCEBERNSTEIN HLDG L P$374K0.01%+10,000NEW
401KEXKIRBY CORP$361K0.01%+2,717NEW
402WDSWOODSIDE ENERGY GROUP LTD$360K0.01%+15,095NEW
403CCCHEMOURS CO$357K0.01%+16,200NEW
404FISFIDELITY NATL INFORMATION SV$352K0.01%23,895−76.1%
405LVSLAS VEGAS SANDS CORP$350K0.01%+6,500NEW
406MELIMERCADOLIBRE INC$346K0.01%HELD
407TRGPTARGA RES CORP$344K0.01%+1,370NEW
408HLFHERBALIFE LTD$339K0.01%63,000−73.3%
409ARKGARK ETF TR$334K0.01%30,770−70.9%
410EPDENTERPRISE PRODS PARTNERS L$329K0.01%+8,700NEW
411ALABASTERA LABS INC$329K0.01%+3,000NEW
412MPWRMONOLITHIC PWR SYS INC$328K0.01%+300NEW
413ORLAORLA MNG LTD NEW$323K0.01%+20,000NEW
414BBYBEST BUY INC$321K0.01%+5,000NEW
415SUISUN CMNTYS INC$315K0.01%+2,500NEW
416TROXTRONOX HOLDINGS PLC$307K0.01%+18,584+145.2%
417ATIATI INC$306K0.01%+2,102NEW
418INBXINHIBRX BIOSCIENCES INC$303K0.01%HELD
419AUPHAURINIA PHARMACEUTICALS INC$296K0.01%HELD
420CNCCENTENE CORP DEL$295K0.01%HELD
421DVNDEVON ENERGY CORP NEW$289K0.01%2,562−30.9%
422TKRTIMKEN CO$284K0.01%+2,821NEW
423LOWLOWES COS INC$276K0.01%298−20.3%
424DGDOLLAR GEN CORP$273K0.01%4,261−64.9%
425GTLBGITLAB INC$271K0.01%+12,500NEW
426ZTSZOETIS INC$268K0.01%1,096−32.6%
427AEOAMERICAN EAGLE OUTFITTERS IN$262K0.01%+15,700NEW
428BBBLACKBERRY LTD$259K0.01%+80,000NEW
429CSGPCOSTAR GROUP INC$259K0.01%+6,424NEW
430FBRXFORTE BIOSCIENCES INC$259K0.01%+10,000NEW
431UWMCUWM HOLDINGS CORPORATION$255K0.01%HELD
432LENLENNAR CORP$251K0.01%4,063−58.4%
433ESTCELASTIC N V$250K0.01%5,193−50.9%
434LNCLINCOLN NATL CORP IND$249K0.01%+7,000NEW
435ISSCINNOVATIVE SOLUTIONS & SUPPO$247K0.01%+12,023NEW
436PRUPRUDENTIAL FINL INC$244K0.01%HELD
437TWLOTWILIO INC$238K0.01%326−14.7%
438MASMASCO CORP$237K0.01%312−7.4%
439PSXPHILLIPS 66$232K0.01%+1,273NEW
440URNMSPROTT FDS TR$227K0.01%16,400−82.0%
441INDIINDIE SEMICONDUCTOR INC$225K0.01%+70,000NEW
442WHRWHIRLPOOL CORP$216K0.01%HELD
443RGLDROYAL GOLD INC$215K0.01%303−26.4%
444T86TRI POINTE HOMES INC$211K0.01%+4,508NEW
445HUMHUMANA INC$210K0.01%1,276−51.3%
446LIILENNOX INTL INC$208K0.01%142−24.0%
447CRSPCRISPR THERAPEUTICS AG$206K0.01%+4,326NEW
448AGNCAGNC INVT CORP$201K0.01%HELD
449HCATHEALTH CATALYST INC$189K0.01%+149,037NEW
450CDECOEUR MNG INC$188K0.00%505−4.8%
451IAGIAMGOLD CORP$188K0.00%+10,000NEW
452NCLHNORWEGIAN CRUISE LINE HLDGS$187K0.00%+10,000NEW
453AVTRAVANTOR INC$186K0.00%+23,777NEW
454MLTXMOONLAKE IMMUNOTHERAPEUTICS$186K0.00%+10,000NEW
455RIOTRIOT PLATFORMS INC$185K0.00%HELD
456XPEVXPENG INC$184K0.00%+10,773NEW
457GRPNGROUPON INC$179K0.00%+15,000NEW
458JBLUJETBLUE AIRWAYS CORP$177K0.00%HELD
459FOAFINANCE OF AMERICA COMPAN$166K0.00%HELD
460RIVNRIVIAN AUTOMOTIVE INC$151K0.00%33,200−76.9%
461HTGCHERCULES CAPITAL INC$148K0.00%+10,000NEW
462KDKKODIAK AI INC.$139K0.00%+20,000NEW
463PTONPELOTON INTERACTIVE INC$136K0.00%12,502−28.4%
464AURAURORA INNOVATION INC$124K0.00%HELD
465FFORD MTR CO$115K0.00%HELD
466BTGB2GOLD CORP$113K0.00%+25,000NEW
467TGBTASEKO MINES LTD$113K0.00%HELD
468WLTHWEALTHFRONT CORP$111K0.00%+12,000NEW
469AMPGAMPLITECH GROUP INC$105K0.00%HELD
470RITMRITHM CAPITAL CORP$96K0.00%+10,084NEW
471FRMIFERMI INC$94K0.00%+16,047NEW
472CLFCLEVELAND-CLIFFS INC NEW$94K0.00%+11,075NEW
473COMPCOMPASS INC$91K0.00%HELD
474EUENCORE ENERGY CORP$90K0.00%+50,000NEW
475BBAIBIGBEAR AI HLDGS INC$88K0.00%+25,000NEW
476PTLOPORTILLOS INC$83K0.00%133,773−89.5%
477TRTXTPG RE FIN TR INC$79K0.00%HELD
478CMPXCOMPASS THERAPEUTICS INC$77K0.00%2,580−15.1%
479KOSKOSMOS ENERGY LTD$73K0.00%HELD
480ADTADT INC DEL$72K0.00%HELD
481PRCHPORCH GROUP INC$72K0.00%HELD
482STUBSTUBHUB HLDGS INC$70K0.00%28,746−71.9%
483WENWENDYS CO$70K0.00%HELD
484RPDRAPID7 INC$69K0.00%+12,450NEW
485NWLNEWELL BRANDS INC$67K0.00%6,073−23.6%
486SLSSELLAS LIFE SCIENCES GROUP I$65K0.00%727,571−97.9%
487MQMARQETA INC$61K0.00%HELD
488BBBYBED BATH & BEYOND INC$59K0.00%+12,764NEW
489MSOSADVISORSHARES TR$55K0.00%59,550−79.4%
490TDOCTELADOC HEALTH INC$55K0.00%HELD
491NMRANEUMORA THERAPEUTICS INC.$54K0.00%5,663−17.1%
492NAKNORTHERN DYNASTY MINERALS LT$52K0.00%3,040−7.6%
493NPWRNET POWER INC$50K0.00%HELD
4941B2BITFARMS LTD$39K0.00%+20,000NEW
495GALTGALECTIN THERAPEUTICS INC$38K0.00%HELD
496SABRSABRE CORP$29K0.00%HELD
497CCOCLEAR CHANNEL OUTDOOR HLDGS$24K0.00%HELD
498DCGODOCGO INC$16K0.00%HELD
499BTBTBIT DIGITAL INC$14K0.00%30,000−74.4%
500NOTVINOTIV INC$3K0.00%HELD

Source: SEC EDGAR · accession 0001094429-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.