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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 44 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TERRESTRIAL ENERGY INC 247,400.0 $524K 0.00% NEW $2.12
862 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,800.0 $519K 0.00% NEW $288.28 +3.4%
863 RICE ACQUISITION CORP 3 50,000.0 $512K 0.00% NEW $10.25
864 FCRS FUTURECREST ACQUISITION CORP Financial Services 50,000.0 $512K 0.00% -151K -75.2% $10.24 -0.3%
865 ASSEMBLY BIOSCIENCES INC 15,050.0 $512K 0.00% NEW $34.01
866 BEN FRANKLIN RESOURCES INC Financial Services 21,410.0 $511K 0.00% NEW $23.89 +31.8%
867 HLNE HAMILTON LANE INC Financial Services 3,790.0 $509K 0.00% NEW $134.31 -36.5%
868 TIC TIC SOLUTIONS INC Industrials 50,000.0 $506K 0.00% NEW $10.11 -15.3%
869 GETY GETTY IMAGES HOLDINGS INC Communication Services 377,080.0 $505K 0.00% NEW $1.34 -29.9%
870 HCM III ACQUISITION CORP 50,000.0 $503K 0.00% $10.06
871 ANET CALL ARISTA NETWORKS INC Technology 3,800.0 $498K 0.00% NEW $131.03 +7.3%
872 TROW PRICE T ROWE GROUP INC Financial Services 4,850.0 $497K 0.00% NEW $102.38 -0.5%
873 IVZ INVESCO LTD Financial Services 18,710.0 $492K 0.00% NEW $26.27 +2.8%
874 ACN ACCENTURE PLC IRELAND Technology 1,828.0 $490K 0.00% -976.0 -34.8% $268.30 -33.6%
875 ENTA ENANTA PHARMACEUTICALS INC Healthcare 30,000.0 $473K 0.00% NEW $15.77 -13.4%
876 BROOKFIELD ASSET MANAGMT LTD 9,030.0 $473K 0.00% NEW $52.39
877 TPG TPG INC Financial Services 7,390.0 $472K 0.00% -28K -79.4% $63.84 -36.0%
878 SMH CALL VANECK ETF TRUST 1,300.0 $468K 0.00% -284K -99.5% $360.13 +52.2%
879 INFLECTION PT ACQUISITION CO 1,300,000.0 $468K 0.00% +288K +28.4% $0.36
880 IBIO INC 242,076.0 $467K 0.00% NEW $1.93
Page 44 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%