HBK INVESTMENTS L P Hedge Fund

Location: Dallas, TX

CIK: 0001011443 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $21.96B (97.8% shares, 2.2% debt)

Holdings (207)

SPY SPDR S&P 500 ETF TR 46.5%
Value $10.2B Shares 21,468,000 Share Price $475.31 Est. Cost/Share — Unrealized @ Report Date —
SPY SPDR S&P 500 ETF TR 24.8%
Value $5.452B Shares 11,469,400 Share Price $475.31 Est. Cost/Share — Unrealized @ Report Date —
— HESS CORP 5.5%
Value $1.213B Shares 8,412,629 Share Price $144.16 Est. Cost/Share $144.16 Unrealized @ Report Date —
— PIONEER NAT RES CO 4.9%
Value $1.081B Shares 4,804,955 Share Price $224.88 Est. Cost/Share $224.88 Unrealized @ Report Date —
— SPLUNK INC 3.2%
Value $704M Shares 4,623,913 Share Price $152.35 Est. Cost/Share $150.31 Unrealized @ Report Date —
IWM ISHARES TR 1.5%
Value $329M Shares 1,639,200 Share Price $200.71 Est. Cost/Share $179.15 Unrealized @ Report Date +12.0%
— KARUNA THERAPEUTICS INC 0.9%
Value $201M Shares 635,960 Share Price $316.51 Est. Cost/Share $316.51 Unrealized @ Report Date —
UPS UNITED PARCEL SERVICE INC 0.7%
Value $158M Shares 1,002,700 Share Price $157.23 Est. Cost/Share — Unrealized @ Report Date —
UPS UNITED PARCEL SERVICE INC 0.5%
Value $102M Shares 651,700 Share Price $157.23 Est. Cost/Share — Unrealized @ Report Date —
XOM EXXON MOBIL CORP 0.4%
Value $91.02M Shares 910,400 Share Price $99.98 * Est. Cost/Share $101.01 Unrealized @ Report Date -7.7%
— WESTROCK CO 0.4%
Value $87.25M Shares 2,101,509 Share Price $41.52 Est. Cost/Share $41.52 Unrealized @ Report Date —
TXNM PNM RES INC 0.4%
Value $86.7M Shares 2,084,100 Share Price $41.60 Est. Cost/Share $48.47 Unrealized @ Report Date -14.2%
MPWR MONOLITHIC PWR SYS INC 0.4%
Value $85.34M Shares 135,300 Share Price $630.78 Est. Cost/Share $513.84 Unrealized @ Report Date +20.9%
— SPLUNK INC 0.4%
Value $78.53M Shares 71,128,000 Share Price $1.10 Est. Cost/Share $1.10 Unrealized @ Report Date —
MPWR MONOLITHIC PWR SYS INC 0.3%
Value $65.1M Shares 103,200 Share Price $630.78 Est. Cost/Share $513.84 Unrealized @ Report Date +20.9%
CVX CHEVRON CORP NEW 0.2%
Value $51.68M Shares 346,500 Share Price $149.16 Est. Cost/Share — Unrealized @ Report Date —
SIMO SILICON MOTION TECHNOLOGY CO 0.2%
Value $46.97M Shares 766,600 Share Price $61.27 Est. Cost/Share $62.18 Unrealized @ Report Date -1.5%
MSCI MSCI INC 0.2%
Value $46.89M Shares 82,900 Share Price $565.65 Est. Cost/Share — Unrealized @ Report Date —
MSCI MSCI INC 0.2%
Value $46.33M Shares 81,900 Share Price $565.65 Est. Cost/Share — Unrealized @ Report Date —
JETS ETF SER SOLUTIONS 0.2%
Value $43.86M Shares 2,305,000 Share Price $19.03 Est. Cost/Share — Unrealized @ Report Date —
— TWO HARBORS INVENTMENT CORPO 0.2%
Value $43.61M Shares 46,800,000 Share Price $0.93 Est. Cost/Share $0.88 Unrealized @ Report Date —
— MONGODB INC 0.2%
Value $40.79M Shares 20,600,000 Share Price $1.98 Est. Cost/Share $1.45 Unrealized @ Report Date —
XOM EXXON MOBIL CORP 0.2%
Value $38.64M Shares 386,500 Share Price $99.98 * Est. Cost/Share $101.01 Unrealized @ Report Date -7.7%
TRIP TRIPADVISOR INC 0.2%
Value $38.15M Shares 1,771,800 Share Price $21.53 Est. Cost/Share $16.65 Unrealized @ Report Date +29.3%
DASH DOORDASH INC 0.2%
Value $35.24M Shares 356,400 Share Price $98.89 Est. Cost/Share — Unrealized @ Report Date —
— FORD MTR CO DEL 0.1%
Value $32.81M Shares 33,000,000 Share Price $0.99 Est. Cost/Share $1.00 Unrealized @ Report Date —
— SPIRIT AIRLS INC 0.1%
Value $30.03M Shares 1,832,500 Share Price $16.39 Est. Cost/Share — Unrealized @ Report Date —
RITM RITHM CAPITAL CORP 0.1%
Value $28.88M Shares 2,704,200 Share Price $10.68 Est. Cost/Share — Unrealized @ Report Date —
— PAR TECHNOLOGY CORP 0.1%
Value $28.14M Shares 31,550,000 Share Price $0.89 Est. Cost/Share $0.83 Unrealized @ Report Date —
W WAYFAIR INC 0.1%
Value $27.43M Shares 444,600 Share Price $61.70 Est. Cost/Share — Unrealized @ Report Date —
BKNG BOOKING HOLDINGS INC 0.1%
Value $25.54M Shares 7,200 Share Price $3547.22 Est. Cost/Share — Unrealized @ Report Date —
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value $25.12M Shares 500,000 Share Price $50.24 Est. Cost/Share $45.35 Unrealized @ Report Date +10.0%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value $25.12M Shares 500,000 Share Price $50.24 Est. Cost/Share $45.35 Unrealized @ Report Date +10.0%
SNA SNAP ON INC 0.1%
Value $24.09M Shares 83,400 Share Price $288.84 * Est. Cost/Share $254.93 Unrealized @ Report Date +7.4%
MASI MASIMO CORP 0.1%
Value $23.44M Shares 200,000 Share Price $117.21 * Est. Cost/Share $116.39 Unrealized @ Report Date -19.9%
— RAYZEBIO INC 0.1%
Value $23.31M Shares 374,925 Share Price $62.17 Est. Cost/Share $62.17 Unrealized @ Report Date —
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $22.87M Shares 10,000 Share Price $2286.96 Est. Cost/Share — Unrealized @ Report Date —
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $22.87M Shares 10,000 Share Price $2286.96 Est. Cost/Share — Unrealized @ Report Date —
— TRIPADVISOR INC 0.1%
Value $22.4M Shares 25,450,000 Share Price $0.88 Est. Cost/Share $0.83 Unrealized @ Report Date —
TSLA TESLA INC 0.1%
Value $22.36M Shares 90,000 Share Price $248.48 Est. Cost/Share $241.92 Unrealized @ Report Date +2.7%
MFA MFA FINL INC 0.1%
Value $22.28M Shares 1,976,500 Share Price $11.27 Est. Cost/Share — Unrealized @ Report Date —
— WOLFSPEED INC 0.1%
Value $21.61M Shares 32,000,000 Share Price $0.68 Est. Cost/Share $0.68 Unrealized @ Report Date —
TKO TKO GROUP HOLDINGS INC 0.1%
Value $21.21M Shares 260,000 Share Price $81.58 * Est. Cost/Share $78.40 Unrealized @ Report Date 0.0%
TKO TKO GROUP HOLDINGS INC 0.1%
Value $21.21M Shares 260,000 Share Price $81.58 * Est. Cost/Share $78.40 Unrealized @ Report Date 0.0%
CNK CINEMARK HLDGS INC 0.1%
Value $21.08M Shares 1,496,400 Share Price $14.09 Est. Cost/Share — Unrealized @ Report Date —
— UNITED STATES STL CORP NEW 0.1%
Value $21.08M Shares 433,227 Share Price $48.65 Est. Cost/Share $48.65 Unrealized @ Report Date —
— MARRIOTT VACATIONS WORLDWIDE 0.1%
Value $20.91M Shares 23,500,000 Share Price $0.89 Est. Cost/Share $0.89 Unrealized @ Report Date —
BATRK ATLANTA BRAVES HLDGS INC 0.1%
Value $20.58M Shares 520,000 Share Price $39.58 Est. Cost/Share — Unrealized @ Report Date —
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $20.48M Shares 237,100 Share Price $86.39 Est. Cost/Share — Unrealized @ Report Date —
— ETSY INC 0.1%
Value $20.4M Shares 25,400,000 Share Price $0.80 Est. Cost/Share $0.82 Unrealized @ Report Date —
KLAC KLA CORP 0.1%
Value $20.35M Shares 35,000 Share Price $581.30 Est. Cost/Share — Unrealized @ Report Date —
KLAC KLA CORP 0.1%
Value $20.35M Shares 35,000 Share Price $581.30 Est. Cost/Share — Unrealized @ Report Date —
— UNITED STATES STL CORP NEW 0.1%
Value $19.82M Shares 407,400 Share Price $48.65 Est. Cost/Share $48.65 Unrealized @ Report Date —
SNA SNAP ON INC 0.1%
Value $19.38M Shares 67,100 Share Price $288.84 * Est. Cost/Share $254.93 Unrealized @ Report Date +7.4%
— EXACT SCIENCES CORP 0.1%
Value $19.3M Shares 20,600,000 Share Price $0.94 Est. Cost/Share $0.90 Unrealized @ Report Date —
— IMPINJ INC 0.1%
Value $18.64M Shares 17,050,000 Share Price $1.09 Est. Cost/Share $1.22 Unrealized @ Report Date —
— AIRBNB INC 0.1%
Value $18.38M Shares 20,400,000 Share Price $0.90 Est. Cost/Share $0.88 Unrealized @ Report Date —
CNK CINEMARK HLDGS INC 0.1%
Value $17.94M Shares 1,273,300 Share Price $14.09 Est. Cost/Share — Unrealized @ Report Date —
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value $17.79M Shares 354,158 Share Price $50.24 Est. Cost/Share $45.35 Unrealized @ Report Date +10.0%
SNPS SYNOPSYS INC 0.1%
Value $17.51M Shares 34,000 Share Price $514.91 Est. Cost/Share — Unrealized @ Report Date —
SNPS SYNOPSYS INC 0.1%
Value $17.51M Shares 34,000 Share Price $514.91 Est. Cost/Share — Unrealized @ Report Date —
SKT TANGER INC 0.1%
Value $17.46M Shares 630,000 Share Price $27.72 Est. Cost/Share — Unrealized @ Report Date —
— ALTERYX INC 0.1%
Value $17.07M Shares 17,533,000 Share Price $0.97 Est. Cost/Share $0.93 Unrealized @ Report Date —
TCOM TRIP COM GROUP LTD 0.1%
Value $16.68M Shares 463,200 Share Price $36.01 Est. Cost/Share — Unrealized @ Report Date —
AMZN AMAZON COM INC 0.1%
Value $16.32M Shares 107,400 Share Price $151.94 Est. Cost/Share — Unrealized @ Report Date —
— NORTHERN OIL & GAS INC 0.1%
Value $16.17M Shares 13,700,000 Share Price $1.18 Est. Cost/Share $1.18 Unrealized @ Report Date —
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $16.16M Shares 250,000 Share Price $64.62 Est. Cost/Share $58.20 Unrealized @ Report Date +11.0%
TDS TELEPHONE & DATA SYS INC 0.1%
Value $15.79M Shares 860,252 Share Price $18.35 Est. Cost/Share $14.44 Unrealized @ Report Date +27.8%
WELL WELLTOWER INC 0.1%
Value $15.45M Shares 171,374 Share Price $90.17 * Est. Cost/Share $79.61 Unrealized @ Report Date +8.7%
— LIBERTY MEDIA CORP DEL 0.1%
Value $15.2M Shares 529,015 Share Price $28.74 Est. Cost/Share $27.13 Unrealized @ Report Date —
NWSA NEWS CORP NEW 0.1%
Value $15.2M Shares 619,000 Share Price $24.55 Est. Cost/Share $17.93 Unrealized @ Report Date +34.9%
PODD INSULET CORP 0.1%
Value $14.64M Shares 67,475 Share Price $216.98 Est. Cost/Share $171.53 Unrealized @ Report Date +26.5%
RKT ROCKET COS INC 0.1%
Value $14.48M Shares 1,000,000 Share Price $14.48 Est. Cost/Share — Unrealized @ Report Date —
TSLA TESLA INC 0.1%
Value $13.6M Shares 54,744 Share Price $248.48 Est. Cost/Share $241.92 Unrealized @ Report Date +2.7%
FDS FACTSET RESH SYS INC 0.1%
Value $13.36M Shares 28,000 Share Price $477.05 * Est. Cost/Share $437.59 Unrealized @ Report Date +6.8%
FDS FACTSET RESH SYS INC 0.1%
Value $13.36M Shares 28,000 Share Price $477.05 * Est. Cost/Share $437.59 Unrealized @ Report Date +6.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $13.25M Shares 89,900 Share Price $147.41 Est. Cost/Share — Unrealized @ Report Date —
STWD STARWOOD PPTY TR INC 0.1%
Value $13.23M Shares 629,200 Share Price $21.02 Est. Cost/Share — Unrealized @ Report Date —
GD GENERAL DYNAMICS CORP 0.1%
Value $12.96M Shares 49,900 Share Price $259.67 * Est. Cost/Share $234.24 Unrealized @ Report Date +6.5%
QCOM QUALCOMM INC 0.1%
Value $12.77M Shares 88,300 Share Price $144.63 * Est. Cost/Share $109.70 Unrealized @ Report Date +26.5%
— ZTO EXPRESS CAYMAN INC 0.1%
Value $12.52M Shares 13,100,000 Share Price $0.96 Est. Cost/Share $0.97 Unrealized @ Report Date —
F FORD MTR CO DEL 0.1%
Value $12.51M Shares 1,026,300 Share Price $12.19 Est. Cost/Share — Unrealized @ Report Date —
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $12.36M Shares 143,100 Share Price $86.39 Est. Cost/Share — Unrealized @ Report Date —
— PERFICIENT INC 0.1%
Value $11.72M Shares 14,100,000 Share Price $0.83 Est. Cost/Share $0.80 Unrealized @ Report Date —
PMT PENNYMAC MTG INVT TR 0.1%
Value $11.65M Shares 779,000 Share Price $14.95 Est. Cost/Share — Unrealized @ Report Date —
AGNC AGNC INVT CORP 0.1%
Value $11.28M Shares 1,150,000 Share Price $9.81 Est. Cost/Share — Unrealized @ Report Date —
— ALTERYX INC 0.0%
Value $10.29M Shares 218,251 Share Price $47.16 Est. Cost/Share $44.24 Unrealized @ Report Date —
NOG NORTHERN OIL & GAS INC 0.0%
Value $10.13M Shares 273,400 Share Price $37.07 Est. Cost/Share — Unrealized @ Report Date —
— PARAMOUNT GROUP INC 0.0%
Value $9.25M Shares 1,789,226 Share Price $5.17 Est. Cost/Share $4.50 Unrealized @ Report Date —
STWD STARWOOD PPTY TR INC 0.0%
Value $9.219M Shares 438,600 Share Price $21.02 Est. Cost/Share — Unrealized @ Report Date —
MIDD MIDDLEBY CORP 0.0%
Value $8.787M Shares 59,707 Share Price $147.17 * Est. Cost/Share $141.73 Unrealized @ Report Date -10.4%
— RWT HLDGS INC 0.0%
Value $8.617M Shares 9,056,000 Share Price $0.95 Est. Cost/Share $0.90 Unrealized @ Report Date —
ECPG ENCORE CAP GROUP INC 0.0%
Value $8.582M Shares 169,100 Share Price $50.75 Est. Cost/Share — Unrealized @ Report Date —
— ATLANTICA SUSTAINABLE INFRA 0.0%
Value $8.445M Shares 8,800,000 Share Price $0.96 Est. Cost/Share $1.02 Unrealized @ Report Date —
AD UNITED STATES CELLULAR CORP 0.0%
Value $8.387M Shares 201,900 Share Price $41.54 Est. Cost/Share — Unrealized @ Report Date —
PAR PAR TECHNOLOGY CORP 0.0%
Value $8.381M Shares 192,500 Share Price $43.54 Est. Cost/Share — Unrealized @ Report Date —
V VISA INC 0.0%
Value $8.279M Shares 31,800 Share Price $260.35 Est. Cost/Share — Unrealized @ Report Date —
— BLACKLINE INC 0.0%
Value $8.144M Shares 9,196,000 Share Price $0.89 Est. Cost/Share $0.85 Unrealized @ Report Date —
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value $8.012M Shares 400,000 Share Price $20.03 Est. Cost/Share $19.70 Unrealized @ Report Date 0.0%
QCOM QUALCOMM INC 0.0%
Value $7.969M Shares 55,100 Share Price $144.63 * Est. Cost/Share $109.70 Unrealized @ Report Date +26.5%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $7.467M Shares 26,700 Share Price $279.68 Est. Cost/Share — Unrealized @ Report Date —
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $7.467M Shares 26,700 Share Price $279.68 Est. Cost/Share — Unrealized @ Report Date —
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $7.427M Shares 316,600 Share Price $23.46 Est. Cost/Share — Unrealized @ Report Date —
ALIT ALIGHT INC 0.0%
Value $6.824M Shares 800,000 Share Price $8.53 * Est. Cost/Share $8.15 Unrealized @ Report Date -13.4%
— SNAP INC 0.0%
Value $6.8M Shares 8,600,000 Share Price $0.79 Est. Cost/Share $0.79 Unrealized @ Report Date —
— JOYY INC 0.0%
Value $6.712M Shares 6,900,000 Share Price $0.97 Est. Cost/Share $0.96 Unrealized @ Report Date —
GTES GATES INDL CORP PLC 0.0%
Value $6.71M Shares 500,000 Share Price $13.42 * Est. Cost/Share $12.60 Unrealized @ Report Date -6.1%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $6.646M Shares 10,536 Share Price $630.78 Est. Cost/Share $513.84 Unrealized @ Report Date +20.9%
MO ALTRIA GROUP INC 0.0%
Value $6.563M Shares 162,700 Share Price $40.34 Est. Cost/Share — Unrealized @ Report Date —
— CHIMERA INVT CORP 0.0%
Value $6.487M Shares 1,300,000 Share Price $4.99 Est. Cost/Share $4.99 Unrealized @ Report Date —
TWO TWO HBRS INVT CORP 0.0%
Value $6.387M Shares 458,500 Share Price $13.93 Est. Cost/Share — Unrealized @ Report Date —
BYD BOYD GAMING CORP 0.0%
Value $6.386M Shares 102,000 Share Price $62.61 Est. Cost/Share — Unrealized @ Report Date —
BXMT BLACKSTONE MTG TR INC 0.0%
Value $6.381M Shares 300,000 Share Price $21.27 Est. Cost/Share — Unrealized @ Report Date —
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $6.364M Shares 40,000 Share Price $159.09 Est. Cost/Share — Unrealized @ Report Date —
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $6.364M Shares 40,000 Share Price $159.09 Est. Cost/Share — Unrealized @ Report Date —
NFLX NETFLIX INC 0.0%
Value $5.453M Shares 11,200 Share Price $486.88 Est. Cost/Share — Unrealized @ Report Date —
QQQE DIREXION SHS ETF TR 0.0%
Value $5.358M Shares 63,300 Share Price $84.64 Est. Cost/Share — Unrealized @ Report Date —
— EXACT SCIENCES CORP 0.0%
Value $5.353M Shares 5,500,000 Share Price $0.97 Est. Cost/Share $0.97 Unrealized @ Report Date —
Z ZILLOW GROUP INC 0.0%
Value $5.207M Shares 90,001 Share Price $57.86 * Est. Cost/Share $49.85 Unrealized @ Report Date -11.6%
DDOG DATADOG INC 0.0%
Value $4.989M Shares 41,100 Share Price $121.38 Est. Cost/Share $98.92 Unrealized @ Report Date +22.7%
IWM ISHARES TR 0.0%
Value $4.834M Shares 24,083 Share Price $200.71 Est. Cost/Share $179.15 Unrealized @ Report Date +12.0%
SHOP SHOPIFY INC 0.0%
Value $4.767M Shares 61,200 Share Price $77.90 Est. Cost/Share $60.59 Unrealized @ Report Date +28.6%
CRM SALESFORCE INC 0.0%
Value $4.71M Shares 17,900 Share Price $263.14 Est. Cost/Share — Unrealized @ Report Date —
— VIVID SEATS INC 0.0%
Value $4.424M Shares 700,000 Share Price $6.32 Est. Cost/Share $6.32 Unrealized @ Report Date —
GD GENERAL DYNAMICS CORP 0.0%
Value $4.362M Shares 16,800 Share Price $259.67 * Est. Cost/Share $234.24 Unrealized @ Report Date +6.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value $4.318M Shares 149,519 Share Price $28.88 * Est. Cost/Share $29.51 Unrealized @ Report Date -6.4%
— INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value $4.317M Shares 300,000 Share Price $14.39 Est. Cost/Share $14.39 Unrealized @ Report Date —
NIO NIO INC 0.0%
Value $4.208M Shares 464,000 Share Price $9.07 Est. Cost/Share — Unrealized @ Report Date —
— ALTERYX INC 0.0%
Value $4.197M Shares 89,000 Share Price $47.16 Est. Cost/Share $44.24 Unrealized @ Report Date —
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value $4.188M Shares 196,800 Share Price $21.28 Est. Cost/Share — Unrealized @ Report Date —
V VISA INC 0.0%
Value $4.14M Shares 15,900 Share Price $260.35 Est. Cost/Share — Unrealized @ Report Date —
— SIRIUS XM HOLDINGS INC 0.0%
Value $4.103M Shares 750,000 Share Price $5.47 Est. Cost/Share — Unrealized @ Report Date —
— LIBERTY MEDIA CORP DEL 0.0%
Value $4.063M Shares 141,173 Share Price $28.78 Est. Cost/Share $25.70 Unrealized @ Report Date —
FIVN FIVE9 INC 0.0%
Value $4.005M Shares 50,900 Share Price $78.69 Est. Cost/Share — Unrealized @ Report Date —
— DISH NETWORK CORPORATION 0.0%
Value $3.982M Shares 690,189 Share Price $5.77 Est. Cost/Share $5.84 Unrealized @ Report Date —
OPRA OPERA LTD 0.0%
Value $3.969M Shares 300,000 Share Price $13.23 Est. Cost/Share $11.27 Unrealized @ Report Date —
SNA SNAP ON INC 0.0%
Value $3.96M Shares 13,710 Share Price $288.84 * Est. Cost/Share $254.93 Unrealized @ Report Date +7.4%
MSTR MICROSTRATEGY INC 0.0%
Value $3.916M Shares 6,200 Share Price $631.62 Est. Cost/Share — Unrealized @ Report Date —
— SPIRIT AIRLS INC 0.0%
Value $3.836M Shares 5,550,000 Share Price $0.69 Est. Cost/Share $0.69 Unrealized @ Report Date —
EFC ELLINGTON FINANCIAL INC 0.0%
Value $3.813M Shares 300,000 Share Price $12.71 Est. Cost/Share $12.67 Unrealized @ Report Date —
NOW SERVICENOW INC 0.0%
Value $3.744M Shares 5,300 Share Price $706.49 * Est. Cost/Share $114.08 Unrealized @ Report Date +23.9%
PINS PINTEREST INC 0.0%
Value $3.645M Shares 98,400 Share Price $37.04 Est. Cost/Share $27.30 Unrealized @ Report Date +35.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $3.637M Shares 25,500 Share Price $142.64 Est. Cost/Share — Unrealized @ Report Date —
NXT NEXTRACKER INC 0.0%
Value $3.514M Shares 75,000 Share Price $46.85 Est. Cost/Share $34.15 Unrealized @ Report Date +37.2%
— PENNYMAC CORP 0.0%
Value $3.398M Shares 3,650,000 Share Price $0.93 Est. Cost/Share $0.87 Unrealized @ Report Date —
KIM KIMCO RLTY CORP 0.0%
Value $3.196M Shares 150,000 Share Price $21.31 Est. Cost/Share — Unrealized @ Report Date —
FDS FACTSET RESH SYS INC 0.0%
Value $2.964M Shares 6,213 Share Price $477.05 * Est. Cost/Share $437.59 Unrealized @ Report Date +6.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $2.829M Shares 10,800 Share Price $261.94 Est. Cost/Share — Unrealized @ Report Date —
ITW ILLINOIS TOOL WKS INC 0.0%
Value $2.829M Shares 10,800 Share Price $261.94 Est. Cost/Share — Unrealized @ Report Date —
CCL CARNIVAL CORP 0.0%
Value $2.601M Shares 140,300 Share Price $18.54 Est. Cost/Share — Unrealized @ Report Date —
PR PERMIAN RESOURCES CORP 0.0%
Value $2.52M Shares 185,301 Share Price $13.60 Est. Cost/Share $13.69 Unrealized @ Report Date 0.0%
WELL WELLTOWER INC 0.0%
Value $2.48M Shares 27,500 Share Price $90.17 * Est. Cost/Share $79.61 Unrealized @ Report Date +8.7%
ELV ELEVANCE HEALTH INC 0.0%
Value $2.452M Shares 5,200 Share Price $471.56 Est. Cost/Share — Unrealized @ Report Date —
ELV ELEVANCE HEALTH INC 0.0%
Value $2.452M Shares 5,200 Share Price $471.56 Est. Cost/Share — Unrealized @ Report Date —
— REDWOOD TRUST INC 0.0%
Value $2.328M Shares 2,500,000 Share Price $0.93 Est. Cost/Share $0.85 Unrealized @ Report Date —
PODD INSULET CORP 0.0%
Value $2.17M Shares 10,000 Share Price $216.98 Est. Cost/Share $171.53 Unrealized @ Report Date +26.5%
— BLUEBIRD BIO INC 0.0%
Value $2.07M Shares 1,500,000 Share Price $1.38 Est. Cost/Share $1.38 Unrealized @ Report Date —
WELL WELLTOWER INC 0.0%
Value $2.029M Shares 22,500 Share Price $90.17 * Est. Cost/Share $79.61 Unrealized @ Report Date +8.7%
— BLACKROCK ESG CAP ALLC TERM 0.0%
Value $2M Shares 123,986 Share Price $16.13 Est. Cost/Share $15.31 Unrealized @ Report Date —
— CHIMERA INVT CORP 0.0%
Value $1.946M Shares 390,000 Share Price $4.99 Est. Cost/Share $4.99 Unrealized @ Report Date —
BROS DUTCH BROS INC 0.0%
Value $1.9M Shares 60,000 Share Price $31.67 * Est. Cost/Share $27.24 Unrealized @ Report Date 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $1.866M Shares 4,800 Share Price $388.68 Est. Cost/Share — Unrealized @ Report Date —
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1.838M Shares 7,200 Share Price $255.32 Est. Cost/Share $155.44 Unrealized @ Report Date +64.3%
PODD INSULET CORP 0.0%
Value $1.627M Shares 7,500 Share Price $216.98 Est. Cost/Share $171.53 Unrealized @ Report Date +26.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.588M Shares 55,000 Share Price $28.88 * Est. Cost/Share $29.51 Unrealized @ Report Date -6.4%
MAC MACERICH CO 0.0%
Value $1.555M Shares 100,800 Share Price $15.43 Est. Cost/Share — Unrealized @ Report Date —
MSFT MICROSOFT CORP 0.0%
Value $1.504M Shares 4,000 Share Price $376.04 Est. Cost/Share $308.61 Unrealized @ Report Date +20.1%
— ALTERYX INC 0.0%
Value $1.476M Shares 31,300 Share Price $47.16 Est. Cost/Share $44.24 Unrealized @ Report Date —
SNOW SNOWFLAKE INC 0.0%
Value $1.473M Shares 7,400 Share Price $199.00 Est. Cost/Share — Unrealized @ Report Date —
TRIP TRIPADVISOR INC 0.0%
Value $1.458M Shares 67,700 Share Price $21.53 Est. Cost/Share $16.65 Unrealized @ Report Date +29.3%
Z ZILLOW GROUP INC 0.0%
Value $1.446M Shares 25,000 Share Price $57.86 * Est. Cost/Share $49.85 Unrealized @ Report Date -11.6%
— BLACKROCK INNOVATION AND GRW 0.0%
Value $1.44M Shares 196,500 Share Price $7.33 Est. Cost/Share $7.49 Unrealized @ Report Date —
MIDD MIDDLEBY CORP 0.0%
Value $1.325M Shares 9,000 Share Price $147.17 * Est. Cost/Share $141.73 Unrealized @ Report Date -10.4%
MIDD MIDDLEBY CORP 0.0%
Value $1.325M Shares 9,000 Share Price $147.17 * Est. Cost/Share $141.73 Unrealized @ Report Date -10.4%
EMR EMERSON ELEC CO 0.0%
Value $1.256M Shares 12,900 Share Price $97.33 * Est. Cost/Share $88.09 Unrealized @ Report Date +6.6%
ACHR ARCHER AVIATION INC 0.0%
Value $1.228M Shares 200,000 Share Price $6.14 Est. Cost/Share $5.74 Unrealized @ Report Date +7.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $1.209M Shares 4,100 Share Price $294.88 Est. Cost/Share — Unrealized @ Report Date —
Z ZILLOW GROUP INC 0.0%
Value $1.157M Shares 20,000 Share Price $57.86 * Est. Cost/Share $49.85 Unrealized @ Report Date -11.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.155M Shares 40,000 Share Price $28.88 * Est. Cost/Share $29.51 Unrealized @ Report Date -6.4%
EMR EMERSON ELEC CO 0.0%
Value $1.11M Shares 11,400 Share Price $97.33 * Est. Cost/Share $88.09 Unrealized @ Report Date +6.6%
ABNB AIRBNB INC 0.0%
Value $1.108M Shares 8,137 Share Price $136.14 Est. Cost/Share $138.06 Unrealized @ Report Date -1.4%
ABNB AIRBNB INC 0.0%
Value $1.103M Shares 8,100 Share Price $136.14 Est. Cost/Share $138.06 Unrealized @ Report Date -1.4%
RC READY CAPITAL CORP 0.0%
Value $1.025M Shares 100,000 Share Price $10.25 Est. Cost/Share — Unrealized @ Report Date —
SHOP SHOPIFY INC 0.0%
Value $989K Shares 12,700 Share Price $77.90 Est. Cost/Share $60.59 Unrealized @ Report Date +28.6%
SNCY SUN CTRY AIRLS HLDGS INC 0.0%
Value $943K Shares 59,930 Share Price $15.73 * Est. Cost/Share $14.72 Unrealized @ Report Date 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value $939K Shares 5,400 Share Price $173.92 * Est. Cost/Share $84.28 Unrealized @ Report Date +29.6%
T AT&T INC 0.0%
Value $930K Shares 55,400 Share Price $16.78 Est. Cost/Share — Unrealized @ Report Date —
TDS TELEPHONE & DATA SYS INC 0.0%
Value $918K Shares 50,000 Share Price $18.35 Est. Cost/Share $14.44 Unrealized @ Report Date +27.8%
PYPL PAYPAL HLDGS INC 0.0%
Value $829K Shares 13,500 Share Price $61.41 Est. Cost/Share $64.97 Unrealized @ Report Date -5.7%
SPYM SPDR SER TR 0.0%
Value $767K Shares 13,720 Share Price $55.90 Est. Cost/Share $52.39 Unrealized @ Report Date +6.7%
PFS PROVIDENT FINL SVCS INC 0.0%
Value $753K Shares 41,752 Share Price $18.03 * Est. Cost/Share $15.12 Unrealized @ Report Date -8.5%
HG HAMILTON INSURANCE GROUP LTD 0.0%
Value $748K Shares 50,000 Share Price $14.95 Est. Cost/Share $15.10 Unrealized @ Report Date 0.0%
SHAK SHAKE SHACK INC 0.0%
Value $667K Shares 9,000 Share Price $74.12 Est. Cost/Share — Unrealized @ Report Date —
NBIS YANDEX N V 0.0%
Value $584K Shares 68,700 Share Price $8.50 Est. Cost/Share — Unrealized @ Report Date —
— SILVERBOW RES INC 0.0%
Value $582K Shares 20,000 Share Price $29.08 Est. Cost/Share $29.08 Unrealized @ Report Date —
— LIBERTY MEDIA CORP DEL 0.0%
Value $575K Shares 20,000 Share Price $28.74 Est. Cost/Share $27.13 Unrealized @ Report Date —
— LIBERTY MEDIA CORP DEL 0.0%
Value $575K Shares 20,000 Share Price $28.74 Est. Cost/Share $27.13 Unrealized @ Report Date —
GD GENERAL DYNAMICS CORP 0.0%
Value $574K Shares 2,210 Share Price $259.67 * Est. Cost/Share $234.24 Unrealized @ Report Date +6.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $433K Shares 10,500 Share Price $41.26 Est. Cost/Share — Unrealized @ Report Date —
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $431K Shares 31,400 Share Price $13.74 Est. Cost/Share — Unrealized @ Report Date —
DAL DELTA AIR LINES INC DEL 0.0%
Value $422K Shares 10,500 Share Price $40.23 Est. Cost/Share — Unrealized @ Report Date —
LAB STANDARD BIOTOOLS INC 0.0%
Value $333K Shares 150,781 Share Price $2.21 * Est. Cost/Share $2.13 Unrealized @ Report Date 0.0%
TKO TKO GROUP HOLDINGS INC 0.0%
Value $260K Shares 3,184 Share Price $81.58 * Est. Cost/Share $78.40 Unrealized @ Report Date 0.0%
XBFZX BLACKROCK CALIF MUN INCOME T 0.0%
Value $249K Shares 20,700 Share Price $12.03 Est. Cost/Share $10.29 Unrealized @ Report Date —
EMR EMERSON ELEC CO 0.0%
Value $229K Shares 2,353 Share Price $97.33 * Est. Cost/Share $88.09 Unrealized @ Report Date +6.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $152K Shares 13,400 Share Price $11.38 Est. Cost/Share — Unrealized @ Report Date —
AMC AMC ENTMT HLDGS INC 0.0%
Value $81,258 Shares 12,827 Share Price $6.33 Est. Cost/Share — Unrealized @ Report Date —