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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 34 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 250,000.0 $2.5M 0.01% $10.20 +1.1%
662 EGH ACQUISITION CORP. 250,000.0 $2.5M 0.01% -70K -21.8% $10.14
663 WRD WERIDE INC Technology 291,946.0 $2.5M 0.01% -774K -72.6% $8.68 -21.9%
664 NEPTUNE INS HLDGS INC 86,850.0 $2.5M 0.01% NEW $29.16
665 BLZR TRAILBLAZER ACQUISITION CORP Financial Services 252,518.0 $2.5M 0.01% NEW $10.01 +0.9%
666 BCAX BICARA THERAPEUTICS INC Healthcare 150,000.0 $2.5M 0.01% NEW $16.83 +21.4%
667 NKTR NEKTAR THERAPEUTICS Healthcare 59,691.0 $2.5M 0.01% -48K -44.6% $42.28 +63.9%
668 INVEST GREEN ACQUISITION COR 256,401.0 $2.5M 0.01% NEW $9.84
669 STARRY SEA ACQUISITION CORP 250,000.0 $2.5M 0.01% NEW $10.03
670 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 249,000.0 $2.5M 0.01% $10.05 +1.5%
671 ITHAX ACQUISITION CORP III 250,000.0 $2.5M 0.01% NEW $9.96
672 PIONEER ACQUISITION I CORP 246,000.0 $2.5M 0.01% $10.06
673 BITCOIN INFRASTRUCTURE ACQUI 250,000.0 $2.5M 0.01% NEW $9.86
674 SC II ACQUISITION CORP 244,376.0 $2.5M 0.01% NEW $10.07
675 CDW CDW CORP Technology 18,060.0 $2.5M 0.01% NEW $136.20 -22.6%
676 AVAV AEROVIRONMENT INC Industrials 10,133.0 $2.5M 0.01% +10K +2676.2% $241.89 -34.2%
677 SMH PUT VANECK ETF TRUST 6,700.0 $2.4M 0.01% -652K -99.0% $360.13 +53.7%
678 GFS GLOBALFOUNDRIES INC Technology 69,010.0 $2.4M 0.01% NEW $34.92 +93.7%
679 GATX GATX CORP Industrials 13,955.0 $2.4M 0.01% NEW $169.60 -0.3%
680 MKTX MARKETAXESS HLDGS INC Financial Services 13,054.0 $2.4M 0.01% -919.0 -6.6% $181.25 -22.9%
Page 34 of 58  ·  1,160 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%