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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 47 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CTNM CONTINEUM THERAPEUTICS INC Healthcare 25,938.0 $296K 0.00% NEW $11.43 +20.0%
922 PRENETICS GLOBAL LTD 18,774.0 $296K 0.00% NEW $15.75
923 IWN ISHARES TR 1,622.0 $294K 0.00% NEW $181.21 +13.7%
924 FIG FIGMA INC Technology 7,832.0 $293K 0.00% -10K -55.6% $37.37 -38.7%
925 COMSTOCK INC 77,678.0 $292K 0.00% NEW $3.76
926 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 90,633.0 $291K 0.00% NEW $3.21 -19.6%
927 FOSL FOSSIL GROUP INC Consumer Cyclical 76,484.0 $288K 0.00% NEW $3.76 +8.0%
928 TTAN SERVICETITAN INC Technology 2,680.0 $285K 0.00% NEW $106.50 -45.1%
929 DRUGS MADE IN AMER ACQUTN CO 1,800,000.0 $284K 0.00% $0.16
930 VOR CALL VOR BIOPHARMA INC Healthcare 21,250.0 $278K 0.00% $13.08 +8.0%
931 DRUGS MADE IN AMER ACQ II CO 1,969,030.0 $276K 0.00% NEW $0.14
932 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 13,107.0 $275K 0.00% NEW $21.00 +36.1%
933 INFU INFUSYSTEM HLDGS INC Healthcare 30,508.0 $274K 0.00% NEW $8.97 -0.8%
934 CIEN CIENA CORP Technology 1,170.0 $274K 0.00% NEW $233.87 +124.3%
935 VIXY PROSHARES TR II Financial Services 10,647.0 $273K 0.00% -4K -29.0% $25.64 +2.6%
936 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,417.0 $271K 0.00% -100K -94.9% $50.01 -38.9%
937 ASYS AMTECH SYS INC Technology 21,553.0 $270K 0.00% NEW $12.55 +59.5%
938 TREEHOUSE FOODS INC 11,347.0 $268K 0.00% $23.59
939 MRAM EVERSPIN TECHNOLOGIES INC Technology 28,736.0 $267K 0.00% NEW $9.28 +304.8%
940 NRGV ENERGY VAULT HOLDINGS INC Utilities 57,440.0 $265K 0.00% NEW $4.61 +28.6%
Page 47 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%