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Laurion Capital Management LP

· CIK 0001390202
13F Portfolio $2.7B AUM 306 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM PUT ISHARES TR 1,500,000 $369.2M 13.75% NEW $246.16 +12.8%
2 GOOGL ALPHABET INC Communication Services 456,343 $142.8M 5.32% NEW $313.00 +28.1%
3 BBIO BRIDGEBIO PHARMA INC Healthcare 1,402,150 $107.3M 3.99% NEW $76.49 -13.5%
4 NSC NORFOLK SOUTHN CORP Industrials 351,648 $101.5M 3.78% NEW $288.72 +10.0%
5 GOOGL ALPHABET INC Communication Services 314,000 $98.5M 3.67% NEW $313.80 +27.8%
6 AAPL APPLE INC Technology 345,433 $93.9M 3.50% NEW $271.86 +10.4%
7 EA ELECTRONIC ARTS INC Communication Services 443,580 $90.6M 3.38% NEW $204.33 -1.7%
8 DELL CALL DELL TECHNOLOGIES INC Technology 650,000 $81.8M 3.05% NEW $125.88 +96.9%
9 DELL PUT DELL TECHNOLOGIES INC Technology 650,000 $81.8M 3.05% NEW $125.88 +96.9%
10 NUVB NUVATION BIO INC Healthcare 7,852,638 $70.4M 2.62% NEW $8.96 -47.3%
11 WBD WARNER BROS DISCOVERY INC Communication Services 2,427,610 $70.0M 2.60% NEW $28.82 -5.9%
12 MLYS MINERALYS THERAPEUTICS INC Healthcare 1,713,485 $62.2M 2.31% NEW $36.29 -24.9%
13 EXK EXACT SCIENCES CORP Basic Materials 499,532 $50.7M 1.89% NEW $101.56 -89.4%
14 NVDA NVIDIA CORPORATION Technology 270,262 $50.4M 1.88% NEW $186.50 +26.4%
15 MSFT MICROSOFT CORP Technology 102,000 $49.3M 1.84% NEW $483.62 -15.3%
16 TSLA TESLA INC Consumer Cyclical 105,206 $47.3M 1.76% NEW $449.72 -1.4%
17 TXN PUT TEXAS INSTRS INC Technology 246,400 $42.7M 1.59% NEW $173.49 +76.6%
18 MCD CALL MCDONALDS CORP Consumer Cyclical 130,300 $39.8M 1.48% NEW $305.63 -10.0%
19 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 700,000 $37.8M 1.41% NEW $53.94 +5.7%
20 IYE CALL EXXON MOBIL CORP 268,000 $32.3M 1.20% NEW $120.34 -47.7%
21 IYE PUT EXXON MOBIL CORP 268,000 $32.3M 1.20% NEW $120.34 -47.7%
22 AAPL PUT APPLE INC Technology 83,900 $22.8M 0.85% NEW $271.86 +10.4%
23 GOOGL PUT ALPHABET INC Communication Services 71,800 $22.5M 0.84% NEW $313.00 +28.1%
24 DELL DELL TECHNOLOGIES INC Technology 171,456 $21.6M 0.80% NEW $125.88 +96.9%
25 BBIO BRIDGEBIO PHARMA INC Healthcare 19,100,000 $21.5M 0.80% NEW $1.13 +5772.6%
26 SOFI SOFI TECHNOLOGIES INC Financial Services 810,788 $21.2M 0.79% NEW $26.18 -38.8%
27 CVNA PUT CARVANA CO Consumer Cyclical 47,900 $20.2M 0.75% NEW $422.02 -83.5%
28 GS PUT GOLDMAN SACHS GROUP INC Financial Services 22,200 $19.5M 0.73% NEW $879.00 +10.2%
29 CAT PUT CATERPILLAR INC Industrials 33,100 $19.0M 0.71% NEW $572.87 +55.1%
30 GOOGL CALL ALPHABET INC Communication Services 60,500 $18.9M 0.70% NEW $313.00 +28.1%
31 BBOT BRIDGEBIO ONCOLOGY THERAPEUT Healthcare 1,464,938 $18.3M 0.68% NEW $12.52 -32.0%
32 BA BOEING CO Industrials 82,141 $17.8M 0.66% NEW $217.12 +1.6%
33 BAC PUT BANK AMERICA CORP Financial Services 324,000 $17.8M 0.66% NEW $55.00 -9.5%
34 NIO NIO INC Consumer Cyclical 17,500,000 $17.0M 0.63% NEW $0.97 +544.9%
35 C PUT CITIGROUP INC Financial Services 143,200 $16.7M 0.62% NEW $116.69 +5.8%
36 AAPL CALL APPLE INC Technology 55,900 $15.2M 0.57% NEW $271.86 +10.4%
37 CAT CALL CATERPILLAR INC Industrials 26,200 $15.0M 0.56% NEW $572.87 +55.1%
38 SHOP PUT SHOPIFY INC Technology 90,400 $14.6M 0.54% NEW $160.97 -39.5%
39 NIO NIO INC Consumer Cyclical 15,500,000 $14.0M 0.52% NEW $0.90 +590.8%
40 MDB PUT MONGODB INC Technology 32,100 $13.5M 0.50% NEW $419.69 -27.8%
41 AVGO BROADCOM INC Technology 38,606 $13.4M 0.50% NEW $346.10 +22.9%
42 PEPG PEPGEN INC Healthcare 2,052,133 $13.4M 0.50% NEW $6.51 -76.2%
43 AARD AARDVARK THERAPEUTICS INC Healthcare 1,014,911 $13.3M 0.50% NEW $13.13 -65.2%
44 SNPS PUT SYNOPSYS INC Technology 28,300 $13.3M 0.49% NEW $469.72 +8.6%
45 CME CME GROUP INC Financial Services 48,604 $13.3M 0.49% NEW $273.08 +9.4%
46 AMD CALL ADVANCED MICRO DEVICES INC Technology 61,700 $13.2M 0.49% NEW $214.16 +98.0%
47 FOXA CALL FOX CORP Communication Services 178,900 $13.1M 0.49% NEW $73.07 -10.6%
48 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 947,573 $12.6M 0.47% NEW $13.28 -22.4%
49 TSLA CALL TESLA INC Consumer Cyclical 27,900 $12.5M 0.47% NEW $449.72 -1.4%
50 GS CALL GOLDMAN SACHS GROUP INC Financial Services 13,700 $12.0M 0.45% NEW $879.00 +10.2%
51 COIN PUT COINBASE GLOBAL INC Financial Services 53,100 $12.0M 0.45% NEW $226.14 -6.2%
52 APP CALL APPLOVIN CORP Technology 17,500 $11.8M 0.44% NEW $673.82 -25.6%
53 ADI PUT ANALOG DEVICES INC Technology 41,500 $11.3M 0.42% NEW $271.20 +53.9%
54 APP PUT APPLOVIN CORP Technology 16,300 $11.0M 0.41% NEW $673.82 -25.6%
55 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 287,900 $10.7M 0.40% NEW $37.00 -11.8%
56 MU CALL MICRON TECHNOLOGY INC Technology 36,300 $10.4M 0.39% NEW $285.41 +171.9%
57 GOOGL PUT ALPHABET INC Communication Services 32,300 $10.1M 0.38% NEW $313.80 +27.8%
58 MS PUT MORGAN STANLEY Financial Services 55,700 $9.9M 0.37% NEW $177.53 +9.6%
59 BA CALL BOEING CO Industrials 42,500 $9.2M 0.34% NEW $217.12 +1.6%
60 COIN COINBASE GLOBAL INC Financial Services 38,713 $8.8M 0.33% NEW $226.14 -6.2%
61 AMD PUT ADVANCED MICRO DEVICES INC Technology 40,700 $8.7M 0.33% NEW $214.16 +98.0%
62 KKRT PUT KKR & CO INC Financial Services 67,100 $8.6M 0.32% NEW $127.48 -80.2%
63 GOOGL CALL ALPHABET INC Communication Services 25,500 $8.0M 0.30% NEW $313.80 +27.8%
64 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 44,600 $7.9M 0.29% NEW $177.75 -24.8%
65 CRDF CARDIFF ONCOLOGY INC Healthcare 2,646,738 $7.4M 0.28% NEW $2.81 -40.6%
66 FERG FERGUSON ENTERPRISES INC Industrials 29,995 $6.7M 0.25% NEW $222.63 +4.2%
67 AUTL AUTOLUS THERAPEUTICS PLC Healthcare 3,316,626 $6.6M 0.25% NEW $1.99 -18.1%
68 LNG CHENIERE ENERGY INC Energy 33,835 $6.6M 0.24% NEW $194.39 +24.0%
69 AXP PUT AMERICAN EXPRESS CO Financial Services 17,600 $6.5M 0.24% NEW $369.95 -15.3%
70 TXN TEXAS INSTRS INC Technology 35,011 $6.1M 0.23% NEW $173.49 +76.6%
71 AFRM PUT AFFIRM HLDGS INC Technology 81,400 $6.1M 0.23% NEW $74.43 -11.6%
72 C CITIGROUP INC Financial Services 51,500 $6.0M 0.22% NEW $116.69 +5.8%
73 SHOP SHOPIFY INC Technology 36,716 $5.9M 0.22% NEW $160.97 -39.5%
74 BAC CALL BANK AMERICA CORP Financial Services 107,000 $5.9M 0.22% NEW $55.00 -9.5%
75 D CALL DOMINION ENERGY INC Utilities 100,000 $5.9M 0.22% NEW $58.59 +7.5%
76 BX PUT BLACKSTONE INC Financial Services 37,400 $5.8M 0.21% NEW $154.14 -23.5%
77 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 152,700 $5.6M 0.21% NEW $37.00 -11.8%
78 PYXS PYXIS ONCOLOGY INC Healthcare 4,796,479 $5.5M 0.20% NEW $1.15 +98.3%
79 FSLR PUT FIRST SOLAR INC Energy 20,600 $5.4M 0.20% NEW $261.23 -11.3%
80 AMAT PUT APPLIED MATLS INC Technology 19,400 $5.0M 0.19% NEW $256.99 +69.9%
81 COHR COHERENT CORP Technology 25,000 $4.6M 0.17% NEW $184.57 +119.4%
82 FOXA PUT FOX CORP Communication Services 60,600 $4.4M 0.17% NEW $73.07 -10.6%
83 VOR VOR BIOPHARMA INC Healthcare 317,243 $4.1M 0.15% NEW $13.08 +11.9%
84 NOW PUT SERVICENOW INC Technology 26,600 $4.1M 0.15% NEW $153.19 -40.9%
85 DHR PUT DANAHER CORPORATION Healthcare 17,800 $4.1M 0.15% NEW $228.92 -28.1%
86 PANW PALO ALTO NETWORKS INC Technology 22,078 $4.1M 0.15% NEW $184.20 +29.3%
87 AMAT CALL APPLIED MATLS INC Technology 15,700 $4.0M 0.15% NEW $256.99 +69.9%
88 RKT ROCKET COS INC Financial Services 207,165 $4.0M 0.15% NEW $19.36 -26.2%
89 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 160,000 $3.8M 0.14% NEW $24.02 +42.1%
90 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 160,000 $3.8M 0.14% NEW $24.02 +42.1%
91 MS CALL MORGAN STANLEY Financial Services 19,300 $3.4M 0.13% NEW $177.53 +9.6%
92 SNPS CALL SYNOPSYS INC Technology 6,500 $3.1M 0.11% NEW $469.72 +8.6%
93 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 10,400 $2.9M 0.11% NEW $278.92 -4.9%
94 ADI CALL ANALOG DEVICES INC Technology 10,300 $2.8M 0.10% NEW $271.20 +53.9%
95 AMD ADVANCED MICRO DEVICES INC Technology 12,704 $2.7M 0.10% NEW $214.16 +98.0%
96 MDB MONGODB INC Technology 6,440 $2.7M 0.10% NEW $419.69 -27.8%
97 LGN LEGENCE CORP Industrials 62,230 $2.7M 0.10% NEW $43.04 +106.8%
98 LPLA LPL FINL HLDGS INC Financial Services 7,000 $2.5M 0.09% NEW $357.17 -16.5%
99 FLUTTER ENTMT PLC 10,108 $2.2M 0.08% NEW $215.04
100 SNDK SANDISK CORP Technology 8,919 $2.1M 0.08% NEW $237.38 +482.5%
101 AXP CALL AMERICAN EXPRESS CO Financial Services 5,700 $2.1M 0.08% NEW $369.95 -15.3%
102 COLB COLUMBIA BKG SYS INC Financial Services 75,210 $2.1M 0.08% NEW $27.95 +4.2%
103 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 977 $2.1M 0.08% NEW $2146.18 -9.7%
104 MRK MERCK & CO INC Healthcare 19,693 $2.1M 0.08% NEW $105.26 +7.7%
105 IMUX IMMUNIC INC Healthcare 3,882,162 $2.1M 0.08% NEW $0.53 +2163.4%
106 NOW SERVICENOW INC Technology 12,300 $1.9M 0.07% NEW $153.19 -40.9%
107 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 867,046 $1.8M 0.07% NEW $2.11 +8.1%
108 AZN ASTRAZENECA PLC Healthcare 19,000 $1.7M 0.07% NEW $91.93 +97.5%
109 CRWD CALL CROWDSTRIKE HLDGS INC Technology 3,700 $1.7M 0.07% NEW $468.76 +23.7%
110 NAVN NAVAN INC Technology 100,000 $1.7M 0.06% NEW $17.08 +8.4%
111 VEEV VEEVA SYS INC Healthcare 7,300 $1.6M 0.06% NEW $223.23 -30.0%
112 CSCO CISCO SYS INC Technology 20,904 $1.6M 0.06% NEW $77.03 +50.0%
113 AWK AMERICAN WTR WKS CO INC NEW Utilities 12,000 $1.6M 0.06% NEW $130.50 -4.8%
114 RGLD ROYAL GOLD INC Basic Materials 7,000 $1.6M 0.06% NEW $222.29 +8.2%
115 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 80,000 $1.5M 0.06% NEW $18.50 -61.0%
116 EBAY EBAY INC. Consumer Cyclical 16,700 $1.5M 0.05% NEW $87.10 +30.0%
117 FSLR FIRST SOLAR INC Energy 5,152 $1.3M 0.05% NEW $261.23 -11.3%
118 NVDA CALL NVIDIA CORPORATION Technology 7,100 $1.3M 0.05% NEW $186.50 +26.4%
119 OXY CALL OCCIDENTAL PETE CORP Energy 31,300 $1.3M 0.05% NEW $41.12 +38.2%
120 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 9,950 $1.3M 0.05% NEW $125.87 -43.9%
121 ON HLDG AG 25,327 $1.2M 0.04% NEW $46.48
122 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,000 $1.2M 0.04% NEW $580.71 -25.5%
123 RDDT REDDIT INC Communication Services 5,000 $1.1M 0.04% NEW $229.87 -32.0%
124 DBRG DIGITALBRIDGE GROUP INC Real Estate 72,755 $1.1M 0.04% NEW $15.34 +2.1%
125 BX BLACKSTONE INC Financial Services 7,228 $1.1M 0.04% NEW $154.14 -23.5%
126 WMT WALMART INC Consumer Defensive 10,000 $1.1M 0.04% NEW $111.41 +18.9%
127 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,218 $1.1M 0.04% NEW $256.03 -5.3%
128 MXL MAXLINEAR INC Technology 60,596 $1.1M 0.04% NEW $17.43 +409.4%
129 MCHP MICROCHIP TECHNOLOGY INC. Technology 16,000 $1.0M 0.04% NEW $63.72 +52.3%
130 VERA VERA THERAPEUTICS INC Healthcare 20,000 $1.0M 0.04% NEW $50.64 -21.9%
131 VERX VERTEX PHARMACEUTICALS INC Technology 2,200 $997K 0.04% NEW $453.36 -97.3%
132 HON HONEYWELL INTL INC Industrials 5,100 $995K 0.04% NEW $195.09 +11.6%
133 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,200 $993K 0.04% NEW $310.24 +13.9%
134 QCOM QUALCOMM INC Technology 5,800 $992K 0.04% NEW $171.05 +17.0%
135 ABNB AIRBNB INC Consumer Cyclical 7,300 $991K 0.04% NEW $135.72 -2.1%
136 TER TERADYNE INC Technology 5,100 $987K 0.04% NEW $193.56 +84.2%
137 AMGN AMGEN INC Healthcare 3,000 $982K 0.04% NEW $327.31 -0.3%
138 ROP ROPER TECHNOLOGIES INC Industrials 2,200 $979K 0.04% NEW $445.13 -28.6%
139 ADSK AUTODESK INC Technology 3,300 $977K 0.04% NEW $296.01 -20.1%
140 NXPI NXP SEMICONDUCTORS N V Technology 4,500 $977K 0.04% NEW $217.06 +35.5%
141 VRT VERTIV HOLDINGS CO Industrials 6,000 $972K 0.04% NEW $162.01 +132.2%
142 AXON AXON ENTERPRISE INC Industrials 1,700 $965K 0.04% NEW $567.93 -31.0%
143 MS MORGAN STANLEY Financial Services 5,254 $933K 0.04% NEW $177.53 +9.6%
144 GFS GLOBALFOUNDRIES INC Technology 25,866 $903K 0.03% NEW $34.92 +111.5%
145 MLKN MILLERKNOLL INC Consumer Cyclical 48,881 $894K 0.03% NEW $18.28 -18.3%
146 BIIB BIOGEN INC Healthcare 5,033 $886K 0.03% NEW $175.99 +9.6%
147 JEF JEFFERIES FINL GROUP INC Financial Services 14,180 $879K 0.03% NEW $61.97 -14.6%
148 UNF UNIFIRST CORP MASS Industrials 4,533 $874K 0.03% NEW $192.90 +33.8%
149 WERN WERNER ENTERPRISES INC Industrials 28,926 $868K 0.03% NEW $30.01 +23.8%
150 AMRZ AMRIZE LTD Basic Materials 16,000 $865K 0.03% NEW $54.08 -9.4%
151 URBN URBAN OUTFITTERS INC Consumer Cyclical 11,394 $858K 0.03% NEW $75.26 -8.6%
152 CTRI CENTURI HOLDINGS INC Utilities 33,700 $851K 0.03% NEW $25.25 +28.6%
153 CWAN CLEARWATER ANALYTICS HLDGS I Technology 35,066 $846K 0.03% NEW $24.12 +1.0%
154 TFIN TRIUMPH FINANCIAL INC Financial Services 13,404 $839K 0.03% NEW $62.63 +1.6%
155 EAT BRINKER INTL INC Consumer Cyclical 5,822 $836K 0.03% NEW $143.52 -4.7%
156 MGNI MAGNITE INC Communication Services 50,869 $826K 0.03% NEW $16.23 -23.5%
157 ON ON SEMICONDUCTOR CORP Technology 15,195 $823K 0.03% NEW $54.15 +118.6%
158 CNX CNX RES CORP Energy 22,359 $822K 0.03% NEW $36.77 -1.0%
159 BAM BROOKFIELD ASSET MANAGMT LTD Financial Services 15,500 $812K 0.03% NEW $52.39 -8.5%
160 HRI HERC HLDGS INC Industrials 5,457 $810K 0.03% NEW $148.38 -5.5%
161 AIN ALBANY INTL CORP Consumer Cyclical 15,964 $809K 0.03% NEW $50.70 +19.6%
162 CXW CORECIVIC INC Real Estate 42,127 $805K 0.03% NEW $19.11 +11.2%
163 TTD THE TRADE DESK INC Technology 21,098 $801K 0.03% NEW $37.96 -46.2%
164 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 16,026 $801K 0.03% NEW $49.96 +1.2%
165 LBRT LIBERTY ENERGY INC Energy 43,279 $799K 0.03% NEW $18.46 +80.7%
166 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 68,394 $798K 0.03% NEW $11.67 +30.5%
167 OI O-I GLASS INC Consumer Cyclical 54,046 $798K 0.03% NEW $14.76 -39.9%
168 MAREX GROUP PLC 20,710 $794K 0.03% NEW $38.36
169 RXO RXO INC Industrials 62,448 $789K 0.03% NEW $12.64 +38.5%
170 ALKT ALKAMI TECHNOLOGY INC Technology 34,188 $789K 0.03% NEW $23.07 -28.0%
171 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 21,681 $787K 0.03% NEW $36.30 -2.2%
172 WS WORTHINGTON STL INC Basic Materials 22,615 $783K 0.03% NEW $34.62 +17.4%
173 DY DYCOM INDS INC Industrials 2,314 $782K 0.03% NEW $337.90 +33.5%
174 TOST TOAST INC Technology 21,956 $780K 0.03% NEW $35.51 -35.0%
175 AMPL AMPLITUDE INC Technology 67,065 $777K 0.03% NEW $11.58 -47.7%
176 SPSC SPS COMM INC Technology 8,678 $773K 0.03% NEW $89.13 -43.9%
177 TGLS TECNOGLASS INC Basic Materials 15,351 $772K 0.03% NEW $50.32 -18.5%
178 JBTM JBT MAREL CORPORATION Industrials 5,126 $772K 0.03% NEW $150.67 -16.5%
179 ASAN ASANA INC Technology 56,213 $771K 0.03% NEW $13.71 -54.8%
180 CSCO PUT CISCO SYS INC Technology 10,000 $770K 0.03% NEW $77.03 +50.0%
181 RRR RED ROCK RESORTS INC Consumer Cyclical 12,356 $765K 0.03% NEW $61.95 -16.8%
182 SPNT SIRIUSPOINT LTD Financial Services 34,919 $764K 0.03% NEW $21.89 +3.6%
183 GEO GEO GROUP INC NEW Industrials 47,195 $761K 0.03% NEW $16.12 +45.1%
184 KNTK KINETIK HOLDINGS INC Energy 21,043 $759K 0.03% NEW $36.05 +41.3%
185 FBP FIRST BANCORP P R Financial Services 36,584 $758K 0.03% NEW $20.73 +12.7%
186 EVER EVERQUOTE INC Communication Services 28,056 $758K 0.03% NEW $27.00 -35.7%
187 SNEX STONEX GROUP INC Financial Services 7,947 $756K 0.03% NEW $95.13 +21.3%
188 BCC BOISE CASCADE CO DEL Basic Materials 10,233 $753K 0.03% NEW $73.60 -10.3%
189 AVPT AVEPOINT INC Technology 54,096 $751K 0.03% NEW $13.89 -28.5%
190 KMT KENNAMETAL INC Industrials 26,407 $750K 0.03% NEW $28.41 +23.8%
191 SPXC SPX TECHNOLOGIES INC Industrials 3,744 $749K 0.03% NEW $200.06 +1.7%
192 CLMT CALUMET INC Energy 37,631 $748K 0.03% NEW $19.87 +57.9%
193 SIGI SELECTIVE INS GROUP INC Financial Services 8,935 $748K 0.03% NEW $83.67 +2.7%
194 TNET TRINET GROUP INC Industrials 12,634 $747K 0.03% NEW $59.13 -33.0%
195 TDS TELEPHONE & DATA SYS INC Communication Services 18,154 $744K 0.03% NEW $41.00 +2.1%
196 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 27,741 $737K 0.03% NEW $26.58 +27.0%
197 AESI ATLAS ENERGY SOLUTIONS INC Energy 78,081 $736K 0.03% NEW $9.42 +100.3%
198 CHEF CHEFS WHSE INC Consumer Defensive 11,765 $733K 0.03% NEW $62.33 +28.9%
199 SLVM SYLVAMO CORP Basic Materials 15,192 $731K 0.03% NEW $48.15 -19.6%
200 PLMR PALOMAR HLDGS INC Financial Services 5,428 $731K 0.03% NEW $134.76 -18.2%
201 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 15,631 $730K 0.03% NEW $46.69 -16.8%
202 CRI CARTERS INC Consumer Cyclical 22,418 $727K 0.03% NEW $32.43 +4.1%
203 PEB PEBBLEBROOK HOTEL TR Real Estate 63,451 $718K 0.03% NEW $11.32 +26.1%
204 CRWV COREWEAVE INC Technology 9,989 $715K 0.03% NEW $71.61 +59.5%
205 CVLT COMMVAULT SYS INC Technology 5,699 $714K 0.03% NEW $125.36 -18.6%
206 QTWO Q2 HLDGS INC Technology 9,827 $709K 0.03% NEW $72.16 -37.5%
207 KNF KNIFE RIVER CORP Basic Materials 10,042 $706K 0.03% NEW $70.35 +13.7%
208 SKWD SKYWARD SPECIALTY INS GROUP Financial Services 13,818 $706K 0.03% NEW $51.11 -11.4%
209 EVTC EVERTEC INC Technology 24,202 $704K 0.03% NEW $29.09 -19.6%
210 WDFC WD 40 CO Basic Materials 3,572 $703K 0.03% NEW $196.90 +2.5%
211 SM SM ENERGY CO Energy 37,576 $703K 0.03% NEW $18.70 +67.8%
212 CVBF CVB FINL CORP Financial Services 37,694 $701K 0.03% NEW $18.60 +6.3%
213 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,782 $701K 0.03% NEW $393.30 -15.0%
214 IDT IDT CORP Communication Services 13,683 $701K 0.03% NEW $51.21 +3.1%
215 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 7,449 $700K 0.03% NEW $93.95 +24.8%
216 CURB CURBLINE PPTYS CORP Real Estate 30,107 $699K 0.03% NEW $23.21 +20.0%
217 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 11,816 $696K 0.03% NEW $58.87 -3.3%
218 NJR NEW JERSEY RES CORP Utilities 15,058 $694K 0.03% NEW $46.12 +25.3%
219 THS TREEHOUSE FOODS INC 29,418 $694K 0.03% NEW $23.59
220 GOLAR LNG LTD 18,622 $693K 0.03% NEW $37.21
221 TRIP TRIPADVISOR INC Consumer Cyclical 47,533 $692K 0.03% NEW $14.56 -34.1%
222 MTH MERITAGE HOMES CORP Consumer Cyclical 10,487 $690K 0.03% NEW $65.80 -6.0%
223 MZTI MARZETTI COMPANY Consumer Defensive 4,194 $690K 0.03% NEW $164.42 -30.4%
224 AFRM AFFIRM HLDGS INC Technology 9,264 $690K 0.03% NEW $74.43 -11.6%
225 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 11,119 $688K 0.03% NEW $61.86 +25.8%
226 PAR PAR TECHNOLOGY CORP Technology 18,910 $686K 0.03% NEW $36.28 -59.9%
227 ARLO ARLO TECHNOLOGIES INC Industrials 49,023 $686K 0.03% NEW $13.99 -11.9%
228 NOG NORTHERN OIL & GAS INC Energy 31,899 $685K 0.03% NEW $21.47 +8.8%
229 ATKR ATKORE INC Industrials 10,804 $683K 0.03% NEW $63.25 +17.4%
230 MGEE MGE ENERGY INC Utilities 8,694 $682K 0.03% NEW $78.42 -3.4%
231 BOX BOX INC Technology 22,775 $681K 0.03% NEW $29.91 -17.5%
232 AI C3 AI INC Technology 50,522 $681K 0.03% NEW $13.48 -35.8%
233 CDRE CADRE HLDGS INC Industrials 16,596 $678K 0.03% NEW $40.84 -27.1%
234 ADNT ADIENT PLC Consumer Cyclical 35,350 $678K 0.03% NEW $19.17 +8.7%
235 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 21,227 $677K 0.03% NEW $31.89 +9.8%
236 CVNA CALL CARVANA CO Consumer Cyclical 1,600 $675K 0.03% NEW $422.02 -83.5%
237 MGY MAGNOLIA OIL & GAS CORP Energy 30,845 $675K 0.03% NEW $21.89 +31.6%
238 TPG TPG INC Financial Services 10,500 $670K 0.03% NEW $63.84 -32.3%
239 WOR WORTHINGTON ENTERPRISES INC Industrials 12,936 $667K 0.03% NEW $51.57 +7.9%
240 AGYS AGILYSYS INC Technology 5,566 $661K 0.03% NEW $118.84 -43.3%
241 MIR MIRION TECHNOLOGIES INC Industrials 28,188 $660K 0.03% NEW $23.42 -19.2%
242 NE NOBLE CORP PLC Energy 23,335 $659K 0.03% NEW $28.24 +85.9%
243 ARR ARMOUR RESIDENTIAL REIT INC Real Estate 37,235 $659K 0.03% NEW $17.69 -4.0%
244 QLYS QUALYS INC Technology 4,926 $655K 0.02% NEW $132.90 -34.7%
245 ITRI ITRON INC Technology 7,046 $654K 0.02% NEW $92.86 -12.2%
246 FLR FLUOR CORP NEW Industrials 16,501 $654K 0.02% NEW $39.63 +14.8%
247 LGIH LGI HOMES INC Consumer Cyclical 14,998 $644K 0.02% NEW $42.96 +5.9%
248 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 24,372 $637K 0.02% NEW $26.13 +58.8%
249 VALARIS LTD 12,483 $629K 0.02% NEW $50.40
250 AGNT EXP WORLD HLDGS INC 65,849 $596K 0.02% NEW $9.05
251 AMAT APPLIED MATLS INC Technology 2,300 $591K 0.02% NEW $256.99 +69.9%
252 SN SHARKNINJA INC Consumer Cyclical 5,000 $560K 0.02% NEW $111.90 -4.6%
253 HLIT HARMONIC INC Technology 55,719 $551K 0.02% NEW $9.89 +34.9%
254 CDW CDW CORP Technology 4,003 $545K 0.02% NEW $136.20 -25.1%
255 OVV OVINTIV INC Energy 13,908 $545K 0.02% NEW $39.19 +48.8%
256 MPWR MONOLITHIC PWR SYS INC Technology 600 $544K 0.02% NEW $906.36 +78.1%
257 CNK CINEMARK HLDGS INC Communication Services 23,398 $544K 0.02% NEW $23.24 +13.4%
258 POST POST HLDGS INC Consumer Defensive 5,400 $535K 0.02% NEW $99.05 +3.8%
259 USB US BANCORP DEL Financial Services 9,958 $531K 0.02% NEW $53.36 +0.1%
260 COIN CALL COINBASE GLOBAL INC Financial Services 2,200 $498K 0.02% NEW $226.14 -6.2%
261 VZ VERIZON COMMUNICATIONS INC Communication Services 11,431 $466K 0.02% NEW $40.73 +15.5%
262 CBSH COMMERCE BANCSHARES INC Financial Services 8,832 $462K 0.02% NEW $52.34 -2.7%
263 YPF YPF SOCIEDAD ANONIMA Energy 12,000 $434K 0.02% NEW $36.16 +20.4%
264 PLTR PALANTIR TECHNOLOGIES INC Technology 2,345 $417K 0.02% NEW $177.75 -24.8%
265 PANW PUT PALO ALTO NETWORKS INC Technology 2,200 $405K 0.01% NEW $184.20 +29.3%
266 HLNE HAMILTON LANE INC Financial Services 3,000 $403K 0.01% NEW $134.31 -34.8%
267 NOVT NOVANTA INC Technology 3,225 $384K 0.01% NEW $118.99 +30.9%
268 SYF SYNCHRONY FINANCIAL Financial Services 4,588 $383K 0.01% NEW $83.43 -14.6%
269 TRUP TRUPANION INC Financial Services 9,458 $353K 0.01% NEW $37.37 -40.2%
270 FTV FORTIVE CORP Technology 6,348 $350K 0.01% NEW $55.21 +6.7%
271 CLW CLEARWATER PAPER CORP Basic Materials 20,000 $348K 0.01% NEW $17.40 -23.9%
272 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 1,600 $332K 0.01% NEW $207.81 -41.7%
273 CRC CALIFORNIA RES CORP Energy 7,304 $327K 0.01% NEW $44.71 +33.8%
274 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 670 $326K 0.01% NEW $487.25 +18.2%
275 IYE EXXON MOBIL CORP 2,651 $319K 0.01% NEW $120.34 -47.7%
276 PLRX PLIANT THERAPEUTICS INC Healthcare 257,400 $314K 0.01% NEW $1.22 -5.7%
277 ARCH CAP GROUP LTD 3,138 $301K 0.01% NEW $95.92
278 MO ALTRIA GROUP INC Consumer Defensive 5,171 $298K 0.01% NEW $57.66 +25.6%
279 DIS DISNEY WALT CO Communication Services 2,565 $292K 0.01% NEW $113.77 -7.3%
280 TKO TKO GROUP HOLDINGS INC Communication Services 1,383 $289K 0.01% NEW $209.00 -7.9%
281 DHR DANAHER CORPORATION Healthcare 1,211 $277K 0.01% NEW $228.92 -28.1%
282 IT GARTNER INC Technology 1,084 $273K 0.01% NEW $252.28 -44.2%
283 BMA BANCO MACRO SA Financial Services 3,000 $270K 0.01% NEW $90.16 -21.5%
284 WST WEST PHARMACEUTICAL SVSC INC Healthcare 772 $212K 0.01% NEW $275.14 +9.1%
285 FSLR CALL FIRST SOLAR INC Energy 800 $209K 0.01% NEW $261.23 -11.3%
286 NDSN NORDSON CORP Industrials 853 $205K 0.01% NEW $240.43 +16.6%
287 CDE COEUR MNG INC Basic Materials 10,631 $190K 0.01% NEW $17.83 -1.2%
288 CRBP CORBUS PHARMACEUTICALS HLDGS Healthcare 18,600 $151K 0.01% NEW $8.14 +35.5%
289 LULU LULULEMON ATHLETICA INC Consumer Cyclical 500 $104K 0.00% NEW $207.81 -41.7%
290 TSLA PUT TESLA INC Consumer Cyclical 200 $90K 0.00% NEW $449.72 -1.4%
291 TXN CALL TEXAS INSTRS INC Technology 500 $87K 0.00% NEW $173.49 +76.6%
292 RC READY CAPITAL CORP Real Estate 36,345 $79K 0.00% NEW $2.18 -21.1%
293 SITC SITE CTRS CORP Real Estate 10,927 $70K 0.00% NEW $6.42 -15.4%
294 NVDA PUT NVIDIA CORPORATION Technology 300 $56K 0.00% NEW $186.50 +26.4%
295 NUVB NUVATION BIO INC Healthcare 166,579 $55K 0.00% NEW $0.33 +1330.3%
296 CRWD PUT CROWDSTRIKE HLDGS INC Technology 100 $47K 0.00% NEW $468.76 +23.7%
297 MDB CALL MONGODB INC Technology 100 $42K 0.00% NEW $419.69 -27.8%
298 AVGO CALL BROADCOM INC Technology 100 $35K 0.00% NEW $346.10 +22.9%
299 AVGO PUT BROADCOM INC Technology 100 $35K 0.00% NEW $346.10 +22.9%
300 EU ENCORE ENERGY CORP Energy 11,546 $29K 0.00% NEW $2.48 -34.7%
301 BA PUT BOEING CO Industrials 100 $22K 0.00% NEW $217.12 +1.6%
302 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 100 $18K 0.00% NEW $177.75 -24.8%
303 BX CALL BLACKSTONE INC Financial Services 100 $15K 0.00% NEW $154.14 -23.5%
304 KKRT KKR & CO INC Financial Services 109 $14K 0.00% NEW $127.48 -80.2%
305 SPWR SUNPOWER INC Energy 12,500 $3K NEW $0.27 +277.8%
306 TBLA TABOOLA.COM LTD Communication Services 85,000 $3K NEW $0.04 +13424.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 28.1%
Healthcare 23.7%
Technology 19.8%
Industrials 9.9%
Consumer Cyclical 6.7%
Financial Services 5.0%
Basic Materials 4.9%
Energy 1.1%
Utilities 0.3%
Real Estate 0.3%