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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 24 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Status
461 SFIX STITCH FIX INC Consumer Cyclical 14,080 $61K SOLD
462 LX LEXINFINTECH HLDGS LTD Financial Services 11,300 $60K SOLD
463 YELP YELP INC Communication Services 1,750 $55K SOLD
464 GNRC GENERAC HLDGS INC Industrials 319 $53K SOLD
465 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 12,700 $51K SOLD
466 KKR KKR & CO INC Financial Services 370 $48K SOLD
467 COPLEY ACQUISITION CORP 250,000 $48K SOLD
468 GEOVAX LABS INC 100,000 $47K SOLD
469 BLUE WTR ACQUISITION CORP. I 325,000 $46K SOLD
470 ETHZILLA CORPORATION 17,830 $43K SOLD
471 BLDP BALLARD PWR SYS INC NEW Industrials 15,837 $43K SOLD
472 AMERICAS GOLD AND SILVER COR 11,260 $42K SOLD
473 BITFUFU INC 96,154 $38K SOLD
474 RPID RAPID MICRO BIOSYSTEMS INC Healthcare 11,461 $38K SOLD
475 DEFI TECHNOLOGIES INC 17,581 $36K SOLD
476 CARTESIAN GROWTH CORP III 121,979 $30K SOLD
477 HORIZON SPACE ACQUSTN I CORP 419,586 $28K SOLD
478 APLE APPLE HOSPITALITY REIT INC Real Estate 1,900 $23K SOLD
479 DIH HLDG US INC 1,385,121 $14K SOLD
480 HCM III ACQUISITION CORP 16,666 $12K SOLD
Page 24 of 25  ·  486 positions
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%