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Portfolio (Quarterly) Guide ↗

Hudson Bay Capital Management LP

· CIK 0001393825
13F Portfolio $30.3B AUM 1,279 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 448 New 268 Added 279 Reduced 486 Exited
Page 14 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLAIZE HLDGS INC 455,888.0 $182K 0.00% +125K +37.7% $0.40
262 RCKT ROCKET PHARMACEUTICALS INC Healthcare 35,000.0 $123K +300.0 +0.9% $3.51 -3.1%
263 RUMBLE INC 58,593.0 $114K +9K +17.1% $1.94
264 PERIMETER ACQUISITION CORP I 145,695.0 $103K +113K +350.9% $0.71
265 A PARADISE ACQUISITION CORP 398,596.0 $100K +249K +165.7% $0.25
266 PLBY PLAYBOY INC Consumer Cyclical 41,033.0 $77K +6K +16.0% $1.88 -29.3%
267 JENA ACQUISITION CORP II 288,672.0 $56K +222K +334.9% $0.20
268 PROCAP ACQUISITION CORP 103,652.0 $32K +8K +8.3% $0.31
Page 14 of 14  ·  268 positions

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
Technology 29.4%
Consumer Cyclical 14.2%
Financial Services 10.8%
Communication Services 10.2%
Healthcare 10.0%
Industrials 8.9%
Real Estate 5.7%
Consumer Defensive 4.3%
Utilities 3.3%
Energy 2.2%