BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 50 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 IMMX IMMIX BIOPHARMA INC Healthcare 33,649.0 $176K 0.00% NEW $5.23 +75.8%
982 INFLECTION POINT ACQU CORP V 217,043.0 $174K 0.00% -233K -51.8% $0.80
983 SND SMART SAND INC Energy 43,304.0 $173K 0.00% NEW $4.00 +19.1%
984 SES SES AI CORPORATION Consumer Cyclical 95,957.0 $173K 0.00% NEW $1.80 -42.2%
985 PCG CALL PG&E CORP Utilities 10,500.0 $169K 0.00% $16.07 +0.7%
986 GULF IS FABRICATION INC 13,926.0 $167K 0.00% NEW $11.97
987 GENELUX CORPORATION 37,735.0 $165K 0.00% NEW $4.36
988 PUT DIREXION SHS ETF TR 52,100.0 $163K 0.00% -2.7M -98.1% $3.13
989 MNTN INC 13,436.0 $160K 0.00% NEW $11.94
990 M3BRIGADE ACQUISITION V CORP 15,000.0 $159K 0.00% NEW $10.63
991 KOCHAV DEFENSE ACQUI CO 650,000.0 $156K 0.00% $0.24
992 XGN EXAGEN INC Healthcare 24,176.0 $147K NEW $6.08 -43.1%
993 SPRING VY ACQUISITION CORP I 233,333.0 $145K NEW $0.62
994 ARCHER AVIATION INC 125,202.0 $143K $1.14
995 CORBUS PHARMACEUTICALS HLDGS 17,089.0 $139K NEW $8.14
996 PLUG CALL PLUG POWER INC Industrials 70,000.0 $138K NEW $1.97 +72.7%
997 SIDDHI ACQUISITION CORP 550,000.0 $138K $0.25
998 SMRT SMARTRENT INC Technology 67,200.0 $136K NEW $2.02 -45.0%
999 FTCI FTC SOLAR INC Energy 12,347.0 $135K NEW $10.91 -58.9%
1000 XFOR X4 PHARMACEUTICALS INC Healthcare 32,239.0 $129K NEW $4.00 -9.0%
Page 50 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%