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SOROS FUND MANAGEMENT LLC
13F-HR

Q1 2026

Period Mar 31, 2026Filed May 15, 2026View on EDGAR ↗
Compare vs4 quarters back (Q1 2025)
Positions
263
Total value
$9.12B
Top 10 concentration
31.7%
New positions
204

Holdings · 263

#Class
1
STATE STR SPDR S&P 500 ETF T
78462F103 · Put
TR UNIT$772.86M8.48%1,188,400+494.2%
2AMAZON COM INC
AMZN · 023135106
COM$405.25M4.44%1,945,789+348.7%
3
SELECT SECTOR SPDR TR
81369Y506 · Put
STATE STREET ENE$303.14M3.32%4,948,400New
4
COREWEAVE INC
21873S108 · Put
COM CL A$220.02M2.41%2,840,100New
5GLOBAL PMTS INC
GTLL · 37940XAU6
NOTE 1.500% 3/0$218.21M2.39%247,500,000New
6
SPDR SERIES TRUST
78468R556 · Put
STATE STREET SPD$217.63M2.39%1,196,900New
7ELECTRONIC ARTS INC
EA · 285512109
COM$196.9M2.16%965,793New
8NVIDIA CORPORATION
NVDA · 67066G104
COM$187.17M2.05%1,073,206+1758.3%
9BILL HOLDINGS INC
BILL · 090043AF7
NOTE 4/0$186.56M2.05%209,679,000New
10PG&E CORP
PCG · 69331CAL2
NOTE 4.250%12/0$181.58M1.99%175,000,000+191.7%
11TAIWAN SEMICONDUCTOR MANUFAC
TSM · 874039100
SPONSORED ADS$176.52M1.94%522,318New
12ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$165.04M1.81%573,929+15.4%
13
JAZZ INVESTMENTS I LTD
472145AF8
NOTE 2.000% 6/1$158.44M1.74%130,399,000New
14RIVIAN AUTOMOTIVE INC
RIVN · 76954AAB9
NOTE 4.625% 3/1$153.67M1.69%143,436,000-10.0%
15JD.COM INC
JD · 47215PAJ5
NOTE 0.250% 6/0$149.88M1.64%150,158,000New
16LINDE PLC
LIN · G54950103
SHS$128.86M1.41%259,926New
17APPLE INC
AAPL · 037833100
COM$127.03M1.39%500,534New
18
TAIWAN SEMICONDUCTOR MANUFAC
874039100 · Put
SPONSORED ADS$126.73M1.39%375,000New
19TKO GROUP HOLDINGS INC
TKO · 87256C101
CL A$121.85M1.34%604,242+78.9%
20SEALED AIR CORP NEW
SDA · 81211K100
COM$115.71M1.27%2,751,799New
21LUMENTUM HLDGS INC
LITE · 55024UAF6
NOTE 0.500% 6/1$114.45M1.26%21,378,000-29.9%
22SMURFIT WESTROCK PLC
SW · G8267P108
SHS$100.43M1.10%2,520,236-63.2%
23DROPBOX INC
DBX · 26210CAD6
NOTE 3/0$98.24M1.08%103,500,000+3.5%
24CHART INDS INC
GTLS · 16115Q308
COM$97.19M1.07%470,095New
25BLACKLINE INC
BL · 09239BAF6
NOTE 1.000% 6/0$94.86M1.04%101,000,000New
26AMICUS THERAPEUTIC
AM6 · 03152W109
COM$83.19M0.91%5,753,186New
27IDACORP INC
IDA · 451107106
COM$82.54M0.91%577,290New
28HONEYWELL INTL INC
HON · 438516106
COM$80.93M0.89%358,052New
29CMS ENERGY CORP
CMS · 125896100
COM$80.25M0.88%1,034,397New
30MICROSOFT CORP
MSFT · 594918104
COM$78.46M0.86%211,966New
31HOLOGIC INC
HO1 · 436440101
COM$76.61M0.84%1,013,552New
32LUMENTUM HLDGS INC
LITE · 55024UAD1
NOTE 0.500%12/1$72.35M0.79%10,250,000-51.8%
33H2O AMERICA
HTO · 784305104
COM$72.09M0.79%1,228,747New
34SNAP INC
SNAP · 83304AAK2
NOTE 0.500% 5/0$71.15M0.78%88,000,000New
35ITRON INC
ITRI · 465741106
COM$69.67M0.76%777,335+162.6%
36CLEARWATER ANALYTICS HLDGS I
CWAN · 185123106
CL A$69.56M0.76%2,941,405New
37KODIAK AI INC.
KDK · 500081104
COM$67.78M0.74%9,767,037New
38SALESFORCE INC
CRM · 79466L302
COM$67.44M0.74%361,291+5.4%
39PENUMBRA INC
PEN · 70975L107
COM$66.8M0.73%203,434New
40BERKSHIRE HATHAWAY INC DEL
BRK/B · 084670702
CL B NEW$63.87M0.70%133,277New
41NEXTERA ENERGY INC
NEE · 65339F655
UNIT 02/15/2029$60.43M0.66%1,200,703New
42
VARONIS SYS INC
922280AD4
NOTE 1.000% 9/1$59.45M0.65%68,055,000New
43WEC ENERGY GROUP INC
WEC · 92939U106
COM$59.36M0.65%512,754New
44DEXCOM INC
DXCM · 252131AM9
NOTE 0.375% 5/1$58.17M0.64%62,977,000New
45MEDLINE INC
MDLN · 58507V107
COM CL A$57.25M0.63%1,286,434New
46KENVUE INC
KVUE · 49177J102
COM$54.43M0.60%3,157,266New
47COREBRIDGE FINL INC
CRBG · 21871X109
COM$50.91M0.56%2,133,647+56.6%
48BRIGHTHOUSE FINL INC
BHF · 10922N103
COM$50.71M0.56%846,794+63.8%
49WEBSTER FINL CORP
WBS · 947890109
COM$49.41M0.54%711,790New
50TRI POINTE HOMES INC
TPH · 87265H109
COM$48.67M0.53%1,041,426New
51BROADCOM INC
AVGO · 11135F101
COM$48.01M0.53%155,107New
52ONESTREAM INC
K4F · 68278B107
CL A$43.93M0.48%1,830,222+291.2%
53INTERACTIVE BROKERS GROUP IN
IBKR · 45841N107
COM CL A$43.28M0.47%645,344+225.7%
54APELLIS PHARMACEUTICALS INC
APLSUSD · 03753U106
COM$42.48M0.47%1,056,000New
55BGC GROUP INC
BGC · 088929104
CL A$41.07M0.45%4,199,713+49.3%
56XCEL ENERGY INC
XEL · 98389B100
COM$40.39M0.44%508,440New
57
NCL CORP LTD
62886HBD2
NOTE 1.125% 2/1$39.49M0.43%40,175,000New
58MCDONALDS CORP
MCD · 580135101
COM$38.4M0.42%123,562New
59
ELASTIC N V
N14506104 · Call
ORD SHS$38.04M0.42%761,000New
60VISTRA CORP
VST · 92840M102
COM$36.73M0.40%244,314New
61ETSY INC
ETSY · 29786AAJ5
NOTE 0.125%10/0$36.7M0.40%37,500,000New
62ATLASSIAN CORPORATION
TEAM · 049468101
CL A$36.55M0.40%535,515New
63WOODWARD INC
WWD · 980745103
COM$35.73M0.39%99,830+18.0%
64SUNBELT RENTALS HOLDINGS INC
SUNB · 866966104
SHS$35.55M0.39%546,114New
65ACADIAN ASSET MANAGEMENT INC
AAMI · 10948W103
COM$35.31M0.39%648,807+87.4%
66JPMORGAN CHASE & CO
JPM · 46625H100
COM$34.82M0.38%118,358-48.8%
67CEMEX SA EURO MTN BE 144A
CX · 151290889
SPON ADR NEW$34.23M0.38%2,991,971New
68COREWEAVE INC
CRWV · 21873S108
COM CL A$34.04M0.37%439,360+485.8%
69FIGURE TECHNOLOGY SOLUTIO
FIGR · 349381103
COM CL A$33.95M0.37%1,000,000New
70UL SOLUTIONS INC
ULS · 903731107
CLASS A COM SHS$33.86M0.37%395,000-54.4%
71DAY ONE BIOPHARMACEUTICALS I
DAWNGBX · 23954D109
COM$33M0.36%1,539,100New
72CAPITAL ONE FINL CORP
COF · 14040H105
COM$32.86M0.36%180,105New
73NCR ATLEOS CORPORATION
NATL · 63001N106
COM SHS$31.83M0.35%730,349New
74
IRON MTN INC DEL
46284V101 · Call
COM$31.66M0.35%310,000New
75WARNER BROS DISCOVERY INC
WBD · 934423104
COM SER A$30M0.33%1,092,610New
76SELECT MED HLDGS CORP
SEM · 81619Q105
COM$29.87M0.33%1,833,473New
77VSE CORP
VSEC · 918284100
COM$28.99M0.32%157,201New
78VERIS RESIDENTIAL INC
VRE · 554489104
COM$28.94M0.32%1,533,840New
79
ITRON INC
465741106 · Call
COM$28.46M0.31%317,500New
80ALLY FINL INC
ALLY · 02005N100
COM$28.45M0.31%725,267+126.0%
81
WIX COM LTD
M98068105 · Put
SHS$28.07M0.31%311,600New
82ISHARES INC
ETHB · 46434G764
MSCI EMRG CHN$27.9M0.31%354,686
83BLUE OWL CAPITAL CORPORATION
OBDC · 69121K104
COM$27.11M0.30%2,451,136New
84PORTLAND GEN ELEC CO
POR · 736508847
COM NEW$26.72M0.29%506,328New
85ACCENTURE PLC IRELAND
ACN · G1151C101
SHS CLASS A$26.7M0.29%134,640+1.6%
86ORACLE CORP
ORCL · 68389X204
6.5 DEP CUM SR D$26.06M0.29%569,360New
87ISHARES TR
MUB · 464288414
NATIONAL MUN ETF$25.62M0.28%241,400
88DOORDASH INC
DASH · 25809K105
CL A$25.55M0.28%170,160+61.4%
89
VANECK ETF TRUST
92189F676 · Put
SEMICONDUCTR ETF$25.04M0.27%65,300New
90RADNET INC
RDNT · 750491102
COM$24.5M0.27%438,450New
91ARCELLX INC
ACLXGBX · 03940C100
COMMON STOCK$22.96M0.25%200,000New
92KKR & CO INC
KKR · 48251W104
COM$22.63M0.25%244,691+65.2%
93DIGITALOCEAN HLDGS INC
DOCN · 25402DAB8
NOTE 12/0$22.6M0.25%23,095,000-86.1%
94UBER TECHNOLOGIES INC
UBER · 90353T100
COM$22.6M0.25%314,209-50.8%
95THERMON GROUP HLDGS INC
THR · 88362T103
COM$22.58M0.25%448,088New
96WIX COM LTD
WIX · M98068105
SHS$22.52M0.25%250,000New
97GFL ENVIRONMENTAL INC
GFL · 36168Q104
SUB VTG SHS$22.12M0.24%530,184-82.6%
98AES CORP
AES · 00130H105
COM$21.94M0.24%1,557,000New
99MIDCAP FINANCIAL INVSTMNT CO
MFIC · 03761U502
COM NEW$21.86M0.24%1,944,500New
100ARES MANAGEMENT CORPORATION
ARES · 03990B101
CL A COM STK$21.39M0.23%196,054New
101
PONY AI INC
732908108 · Call
SPONSORED ADS$21.05M0.23%2,230,400New
102LIBERTY MEDIA CORP DEL
FWONK · 531229755
COM LBTY ONE S C$20.99M0.23%246,933New
103BLACKSTONE SECD LENDING FD
BX · 09261X102
COMMON STOCK$20.55M0.23%867,500New
104ELI LILLY & CO
LLY · 532457108
COM$20.42M0.22%22,199New
105BLACKSTONE INC
BX · 09260D107
COM$19.95M0.22%173,489New
106ISHARES TR
HYG · 464288513
IBOXX HI YD ETF$19.89M0.22%250,000New
107META PLATFORMS INC
META · 30303M102
CL A$19.8M0.22%34,607New
108GLOBALFOUNDRIES INC
GFS · G39387108
ORDINARY SHARES$19.77M0.22%444,362New
109TESLA INC
TSLA · 88160R101
COM$19.74M0.22%53,093New
110PHILIP MORRIS INTL INC
PM · 718172109
COM$18.57M0.20%112,294New
111BLUE OWL CAPITAL INC
OWL · 09581B103
COM CL A$18.42M0.20%2,017,636New
112STANDARDAERO INC
SARO · 85423L103
COM$18.08M0.20%700,000-74.1%
113MASIMO CORP
MASI · 574795100
COM$17.94M0.20%100,838New
114CITIZENS FINL GROUP INC
CFG · 174610105
COM$17.9M0.20%298,507New
115SEMRUSH HLDGS INC
628 · 81686C104
CL A COM$17.7M0.19%1,482,627New
116UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$17.59M0.19%64,993-8.6%
117ITT INC
ITT · 45073V108
COM$17.1M0.19%89,740New
118TERNS PHARMACEUTICALS INC
430 · 880881107
COM$16.97M0.19%321,905New
119
JBT MAREL CORPORATION
477839AB0
NOTE 0.250% 5/1$16.92M0.19%17,000,000New
120DUPONT DE NEMOURS INC
DD · 26614N102
COM$16.85M0.18%368,000New
121VSE CORP
VSEC · 918284209
UNIT 02/01/2029$16.57M0.18%336,856New
122STATE STR SPDR S&P 500 ETF T
SPY · 78462F103
TR UNIT$16.26M0.18%25,000-92.0%
123SERVICENOW INC
NOW · 81762P102
COM$16.14M0.18%154,349+1364.1%
124ENHABIT INC
EHAB · 29332G102
COM$15.76M0.17%1,118,674New
125MASTERCARD INCORPORATED
MA · 57636Q104
CL A$15.22M0.17%30,452New
126APOLLO GLOBAL MGMT INC
APO · 03769M106
COM$14.64M0.16%131,351New
127TALKSPACE INC
TALK · 87427V103
COM$14.32M0.16%2,767,040New
128SOMNIGROUP INTERNATIONAL INC
SGI · 88023U101
COM$13.22M0.14%178,797-36.9%
129CLEAR CHANNEL OUTDOOR HLDGS
CCO · 18453H106
COM$12.82M0.14%5,407,175New
130BLUE OWL TECHNOLOGY FIN CORP
OTF · 095924106
COMMON STOCK$12.45M0.14%1,005,000New
131
HUNTSMAN CORP
447011107 · Call
COM$12.21M0.13%917,500New
132PONY AI INC
PONY · 732908108
SPONSORED ADS$12.2M0.13%1,292,309-32.0%
133
CRH PLC
G25508105
ORD$12.09M0.13%115,025-72.1%
134NATIONAL STORAGE AFFILIATES
NSA · 637870106
COM SHS BEN IN$11.98M0.13%317,432New
135DATADOG INC
DDOG · 23804L103
CL A COM$11.96M0.13%101,346-66.2%
136CARLYLE GROUP INC
CG · 14316J108
COM$11.85M0.13%244,985New
137HUMANA INC
HUM · 444859102
COM$11.73M0.13%67,644New
138CORE & MAIN INC
CNM · 21874C102
CL A$11.48M0.13%232,437New
139GOLDEN ENTMT INC
GDEN · 381013101
COM$11.48M0.13%430,101New
140COCA COLA CO
KO · 191216100
COM$11.46M0.13%150,643New
141AMERICAN INTL GROUP INC
AIG · 026874784
COM NEW$11.28M0.12%149,926New
142ETSY INC
ETSY · 29786A106
COM$10.75M0.12%215,000New
143SEMPRA
SRE · 816851109
COM$10.55M0.12%108,570New
144OKTA INC
OKTA · 679295AF2
NOTE 0.375% 6/1$10.42M0.11%10,500,000
145EVGO INC
EVGO · 30052F100
CL A COM$10.38M0.11%6,036,569+436.4%
146DIGITAL RLTY TR INC
FQI · 253868103
COM$10.35M0.11%57,418New
147VERISK ANALYTICS INC
VRSK · 92345Y106
COM$10.14M0.11%53,455New
148EQUITY RESIDENTIAL
EQR · 29476L107
SH BEN INT$9.54M0.10%161,288New
149INGRAM MICRO HLDG CORP
INGM · 457152106
COM$9.32M0.10%400,000New
150SNAP INC
SNAP · 83304AAH9
NOTE 0.125% 3/0$9.13M0.10%10,000,000
151CHEESECAKE FACTORY INC
CAKE · 163072AA9
NOTE 0.375% 6/1$8.95M0.10%9,000,000New
152UDEMY INC
UDMY · 902685106
COM$8.88M0.10%1,921,574New
153CME GROUP INC
CME · 12572Q105
COM$8.87M0.10%30,028
154BUNGE GLOBAL SA
BG · H11356104
COM SHS$8.74M0.10%68,732New
155ENTERGY CORP NEW
ETR · 29364G103
COM$8.67M0.10%77,178-93.0%
156KRANESHARES TRUST
KWEB · 500767306
CSI CHI INTERNET$8.54M0.09%300,404+33.3%
157JOHNSON & JOHNSON
JNJ · 478160104
COM$8.52M0.09%34,846New
158GLOBE LIFE INC
GL · 37959E102
COM$8.31M0.09%59,695-33.4%
159WALMART INC
WMT · 931142103
COM$7.84M0.09%63,099New
160ATI INC
ATI · 01741R102
COM$7.68M0.08%52,832-91.4%
161CORE SCIENTIFIC INC NEW
CORZW · 21874A114
*W EXP 01/23/202$7.64M0.08%874,277New
162CF INDUSTRIES HOLD
CF · 125269100
COM$7.51M0.08%57,849New
163LEGENCE CORP
LGN · 52476L109
CL A$7.49M0.08%132,654New
164
CHUBB LTD SWITZ
H1467J104
COM$7.46M0.08%22,890New
165CIRCLE INTERNET GROUP INC
CRCL · 172573107
COM CL A$7.22M0.08%75,686New
166SNOWFLAKE INC
SNOW · 833445109
COM SHS$7.21M0.08%47,821New
167ADVANCED MICRO DEVICES INC
AMD · 007903107
COM$7.05M0.08%34,645New
168S&P GLOBAL INC
SPGI · 78409V104
COM$7.03M0.08%16,532New
169TPG INC
TPG · 872657101
COM CL A$7M0.08%172,835New
170NORTHROP GRUMMAN CORP
NOC · 666807102
COM$6.59M0.07%9,660-73.1%
171LIBERTY BROADBAND CORP
LBRDK · 530307305
COM SER C$6.4M0.07%127,235-88.6%
172METROPOLITAN BK HLDG CORP
MCB · 591774104
COM$6.25M0.07%75,000New
173JANUS LIVING INC
JAN · 471024109
CL A-1$5.39M0.06%228,768New
174ISHARES INC
EWC · 464286509
MSCI CDA ETF$5.35M0.06%97,700
175MCCORMICK & CO INC
MKC · 579780206
COM NON VTG$5.18M0.06%102,761New
176PEAKSTONE REALTY TRUST
PKST · 39818P799
COMMON SHARES$5.18M0.06%247,802New
177MIAMI INTL HLDGS INC
MIAX · 59356Q108
COM$5.16M0.06%132,600New
178EXELON CORP
EXC · 30161N101
COM$5.13M0.06%104,734New
179MDA SPACE LTD
MDA · 55293N109
COM$5.06M0.06%200,000New
180GALAXY DIGITAL INC.
GLXY · 36317J209
CL A$5.02M0.06%271,911New
181AMRIZE LTD
AMRZ · H2927K103
SHS$4.98M0.05%88,889New
182CORE SCIENTIFIC INC NEW
CORZ · 21874A106
COM$4.93M0.05%329,422New
183NETFLIX INC.
NFLX · 64110L106
COM$4.6M0.05%47,875New
184ABBOTT LABORATORIES
ABT · 002824100
COM$4.59M0.05%44,750New
185PPL CORP
PPL · 69351T106
COM$4.48M0.05%117,200New
186SOLV ENERGY INC
MWH · 78475V103
COM SHS CL A$4.22M0.05%140,500New
187BLACK ROCK COFFEE BAR INC
BRCB · 092244102
CL A$4.17M0.05%322,760New
188ENERSYS
ENS · 29275Y102
COM$4.15M0.05%23,885New
189NEPTUNE INS HLDGS INC
NP · 64073B103
CL A$4.14M0.05%171,000New
190WOLFSPEED INC
WOLF · 97785W106
COMMON STOCK$4.1M0.04%251,320New
191BILL HOLDINGS INC
BILL · 090043100
COM$4.1M0.04%106,925New
192BULLISH
BLSH · G16910120
ORD SHS$3.87M0.04%108,200New
193CARPENTER TECHNOLOGY CORP
CRS · 144285103
COM$3.33M0.04%8,436New
194REDDIT INC
RDDT · 75734B100
CL A$3.24M0.04%24,069New
195MATERION CORP
MTRN · 576690101
COM$3.06M0.03%21,142New
196EQUIPMENTSHARE COM INC
EQPT · 29445S100
COM CL A$3.06M0.03%150,000New
197
SPRING VY ACQUISITION CORP I
G8377R101
SHS CL A$3M0.03%295,261New
198FORGENT POWER SOLUTIONS INC
FPS · 34631F102
COM SHS CL A$2.99M0.03%102,200New
199NUTANIX INC
NTNX · 67059NAK4
NOTE 0.500%12/1$2.9M0.03%3,211,000New
200AMENTUM HOLDINGS INC
AMTM · 023939101
COM$2.81M0.03%107,606New
201DYCOM INDS INC
DY · 267475101
COM$2.78M0.03%8,198New
202STELLANTIS N.V
STLA · N82405106
SHS$2.69M0.03%378,741New
203RBC BEARINGS INC
RBC · 75524B104
COM$2.65M0.03%4,875New
204ONCE UPON A FARM PBC
OFRM · 68237F108
COM$2.45M0.03%150,000New
205FLUOR CORP
FLR · 343412102
COM$2.37M0.03%50,814New
206CLOUDFLARE INC
NET · 18915M107
CL A COM$2.22M0.02%10,781-53.0%
207CENTRAL BANCOMPANY
CBC · 152413100
COM CL A$2.22M0.02%92,846New
208ISHARES TR
LQD · 464287242
IBOXX INV CP ETF$2.18M0.02%20,000
209VERIZON COMMUNICATIONS INC
VZ · 92343V104
COM$2.17M0.02%43,292New
210ARRAY TECHNOLOGIES INC
ARRY · 04271T100
COM SHS$1.99M0.02%275,286New
211SHOALS TECHNOLOGIES GROUP IN
SHLS · 82489W107
CL A$1.9M0.02%288,976New
212PROGRESSIVE CORP
PGR · 743315103
COM$1.88M0.02%9,472New
213AKTIS ONCOLOGY INC
AKTS · 01021M104
COM$1.79M0.02%100,000New
214TENNANT CO
TNC · 880345103
COM$1.73M0.02%26,012New
215LUCID GROUP INC
LCID · 549498202
COM NEW$1.65M0.02%173,000New
216BANKUNITED INC
BKU · 06652K103
COM$1.42M0.02%31,343New
217BOBS DISC FURNITURE INC
BOBS · 09681N106
COM SHS$1.41M0.02%120,000New
218COUPANG INC
CPNG · 22266T109
CL A$1.38M0.02%73,071New
219ANDERSEN GROUP INC
ANDG · 033853102
CL A$1.36M0.01%50,000New
220AMER SPORTS INC
AS · G0260P102
COM SHS$1.34M0.01%40,575-92.6%
221ALLIANT ENERGY CORP
LNT · 018802108
COM$1.32M0.01%18,452New
222MASTEC INC
MTZ · 576323109
COM$1.26M0.01%3,931New
223ADEIA INC
ADEA · 00676P107
COM$1.21M0.01%50,270New
224VOYAGER TECHNOLOGIES INC
VYGR · 92892B103
COM CL A$1.21M0.01%51,600New
225BILLIONTOONE INC
BLLN · 090168105
CL A$1.14M0.01%14,500New
226
WOLFSPEED INC
97785W106 · Call
COMMON STOCK$1.14M0.01%69,600New
227FIRSTENERGY CORP
FE · 337932107
COM$1.06M0.01%20,946New
228EVERSOURCE ENERGY
ES · 30040W108
COM$1.03M0.01%14,891New
229DISNEY WALT CO
DIS · 254687106
COM$1.01M0.01%10,518New
230CANTOR EQUITY PARTNERS V INC
CEPV · G1828S109
SHS CL A S$1.01M0.01%100,000New
231MICRON TECHNOLOGY INC
MU · 595112103
COM$954.06K0.01%2,824New
232RUSH ENTERPRISES INC
RUSHA · 781846209
CL A$921.38K0.01%13,937New
233SPDR SERIES TRUST
SPSB · 78464A474
STATE STREET SPD$910.16K0.01%30,268New
234STUBHUB HLDGS INC
STUB · 86384P109
CL A$780K0.01%125,000New
235NUSCALE PWR CORP
SMR · 67079K100
CL A COM$762.7K0.01%70,360New
236RAPID7 INC
RPD · 753422104
COM$688.75K0.01%125,000-58.1%
237DTE ENERGY CO
DTE · 233331107
COM$646.88K0.01%4,424New
238SELECT SECTOR SPDR TR
XLF · 81369Y605
STATE STREET FIN$605.77K0.01%12,270New
239HUNTSMAN CORP
HUN · 447011107
COM$545.83K0.01%41,009New
240CANTOR EQUITY PARTNERS II IN
CEPT · G1827P106
CL A ORD SHS$544.5K0.01%50,000New
241ACADIA HEALTHCARE COMPANY IN
ACHC · 00404A109
COM$527.12K0.01%22,536New
242MP MATERIALS CORP
MP · 553368101
COM CL A$455.67K0.00%9,442New
243ALCOA CORP
AA · 013872106
COM$429.95K0.00%6,482-97.4%
244COMCAST CORP NEW
CMCSA · 20030N101
CL A$413.11K0.00%14,389New
245IMPINJ INC
PI · 453204109
COM$398.58K0.00%3,881New
246T1 ENERGY INC
TE · 35834F104
COM NEW$387.89K0.00%88,357New
247LULULEMON ATHLETICA INC
LULU · 550021109
COM$375.1K0.00%2,450New
248KRATOS DEFENSE & SEC SOLUTIO
KTOS · 50077B207
COM NEW$352.55K0.00%5,000New
249JACOBS SOLUTIONS INC
J · 46982L108
COM$321.51K0.00%2,526New
250USA RARE EARTH INC
USAR · 91733P107
COM$317.7K0.00%20,991New
251SUNRUN INC
RUN · 86771W105
COM$264.42K0.00%19,500-99.6%
252GROCERY OUTLET HLDG CORP
GO · 39874R101
COM$260.08K0.00%36,891New
253LINCOLN NATL CORP IND
LNC · 534187109
COM$258.69K0.00%7,287New
254EMCOR GROUP INC
EME · 29084Q100
COM$242.17K0.00%328New
255BUILDERS FIRSTSOURCE INC
BLDR · 12008R107
COM$218.67K0.00%2,656New
256COMPASS DIVERSIFIED
CODI · 20451Q104
SH BEN INT$193.48K0.00%24,616New
257ROCKET COS INC
RCKT · 77311W101
COM CL A$191.91K0.00%13,467-96.3%
258CADIZ INC
CDZI · 127537207
COM NEW$143.4K0.00%29,206New
259PURECYCLE TECHNOLOGIES INC
PCT · 74623V103
COM$107.94K0.00%20,797New
260FERMI INC
FRMI · 314911108
COM$92.3K0.00%15,805New
261
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$71.07K0.00%19,418+58.4%
262OPENDOOR TECHNOLOGIES INC
OPEN · 683712129
*W EXP 11/20/202$11.53K0.00%19,069New
263OPENDOOR TECHNOLOGIES INC
OPEN · 683712137
*W EXP 11/20/202$2710.00%1,102New
Total filing value: $9.12B