Hudson Bay Capital Management LP Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$30340.0T

Holdings

1,040

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,040 positions)

StockValue
TSLATESLA INC
$2.7T
NVDANVIDIA CORPORATION
$2.2T
AMZNAMAZON COM INC
$1.3T
AMDADVANCED MICRO DEVICES INC
$1.2T
PLTRPALANTIR TECHNOLOGIES INC
$933.0B
MSFTMICROSOFT CORP
$901.0B
NFLXNETFLIX INC
$711.0B
BRK/BBERKSHIRE HATHAWAY INC DEL
$675.0B
AAPLAPPLE INC
$626.0B
GOOGLALPHABET INC
$619.0B
IWMISHARES TR
$607.0B
SPYSPDR S&P 500 ETF TR
$570.0B
QC10FLAGSTAR BANK NATIONAL ASSOC
$436.0B
DLTRDOLLAR TREE INC
$384.0B
BABOEING CO
$379.0B
HOODROBINHOOD MKTS INC
$361.0B
AVGOBROADCOM INC
$361.0B
COSTCOSTCO WHSL CORP NEW
$344.0B
SHOPSHOPIFY INC
$321.0B
BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD
$316.0B
VRTVERTIV HOLDINGS CO
$304.0B
METAMETA PLATFORMS INC
$301.0B
IBITISHARES BITCOIN TRUST ETF
$284.0B
SATS 3.875 11/30/30ECHOSTAR CORP
$276.0B
ISRGINTUITIVE SURGICAL INC
$272.0B
$269.0B
WMTWALMART INC
$259.0B
DISDISNEY WALT CO
$253.0B
HONHONEYWELL INTL INC
$244.0B
CYBRCYBERARK SOFTWARE LTD
$231.0B
COINCOINBASE GLOBAL INC
$202.0B
ADBEADOBE INC
$202.0B
TMUST-MOBILE US INC
$201.0B
NBISNEBIUS GROUP N.V.
$192.0B
RIG 4.625 09/30/29 *TRANSOCEAN INC
$170.0B
SNPSSYNOPSYS INC
$169.0B
CDNSCADENCE DESIGN SYSTEM INC
$156.0B
BPBP PLC
$156.0B
CNCCENTENE CORP DEL
$153.0B
FXIISHARES TR
$150.0B
NOWSERVICENOW INC
$142.0B
MIGASTRATEGY INC
$138.0B
PYPLPAYPAL HLDGS INC
$138.0B
HYGISHARES TR
$135.0B
GOOGALPHABET INC
$134.0B
UNIT 7.5 12/01/27UNITI GROUP LLC
$130.0B
TRVCCITIGROUP INC
$127.0B
AALAMERICAN AIRLS GROUP INC
$120.0B
VRTXVERTEX PHARMACEUTICALS INC
$119.0B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$115.0B
EXASEXACT SCIENCES CORP
$112.0B
ALNYALNYLAM PHARMACEUTICALS INC
$112.0B
GSGOLDMAN SACHS GROUP INC
$106.0B
INTCINTEL CORP
$105.0B
ANETARISTA NETWORKS INC
$103.0B
NSCNORFOLK SOUTHN CORP
$95.0B
LINLINDE PLC
$92.0B
$91.0B
DASHDOORDASH INC
$82.0B
EAELECTRONIC ARTS INC
$81.0B
JHGJANUS HENDERSON GROUP PLC
$79.0B
CRCLCIRCLE INTERNET GROUP INC
$78.0B
CATCATERPILLAR INC
$73.0B
AHRAMERICAN HEALTHCARE REIT INC
$72.0B
FLUTFLUTTER ENTMT PLC
$71.0B
NTSTNETSTREIT CORP
$69.0B
LLYELI LILLY & CO
$68.0B
GTLSCHART INDS INC
$64.0B
BTUPEABODY ENERGY CORP
$63.0B
AFRMAFFIRM HLDGS INC
$60.0B
BMNRBITMINE IMMERSION TECNOLOGIE
$58.0B
NNNNNN REIT INC
$56.0B
CMGCHIPOTLE MEXICAN GRILL INC
$56.0B
EWEDWARDS LIFESCIENCES CORP
$56.0B
NDQINVESCO QQQ TR
$54.0B
VNOVORNADO RLTY TR
$54.0B
COFCAPITAL ONE FINL CORP
$53.0B
RNG 0 03/15/26RINGCENTRAL INC
$52.0B
BACBANK AMERICA CORP
$50.0B
MNSTMONSTER BEVERAGE CORP NEW
$50.0B
AZOAUTOZONE INC
$49.0B
SOFISOFI TECHNOLOGIES INC
$48.0B
TXNMTXNM ENERGY INC
$47.0B
XELXCEL ENERGY INC
$46.0B
CUZCOUSINS PPTYS INC
$46.0B
KVUEKENVUE INC
$46.0B
UALUNITED AIRLS HLDGS INC
$46.0B
BSXBOSTON SCIENTIFIC CORP
$46.0B
XLFSELECT SECTOR SPDR TR
$45.0B
SRESEMPRA
$45.0B
NEOGNEOGEN CORP
$45.0B
$44.0B
LITELUMENTUM HLDGS INC
$44.0B
NBIXNEUROCRINE BIOSCIENCES INC
$43.0B
FLYFIREFLY AEROSPACE INC
$43.0B
ABNBAIRBNB INC
$41.0B
UDRUDR INC
$40.0B
VISNCOMMSCOPE HLDG CO INC
$40.0B
FEFIRSTENERGY CORP
$40.0B
BMRNBIOMARIN PHARMACEUTICAL INC
$39.0B
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