Creek Drive Management Group Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Creek Drive Management Group Llc disclosed 29 stock positions valued at approximately $161.87M as of quarter-end June 30, 2026. The largest holdings include ABIVAX SA, UNIQURE NV, and ALPHABET INC.

Report Period
June 30, 2026
No. of Stocks
29
Portfolio Value
$161.87M
Holdings by Sector
Creek Drive Management Group Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ABIVAX SAABVXHealthcare12.97%157,500+2,500+1.61%$20,988,450
UNIQURE NVQUREOther9.59%337,000+187,000+124.67%$15,522,220
ALPHABET INCGOOGCommunication Services5.26%24,100-2,800-10.41%$8,515,253
COMPASS PATHWAYS PLCCMPSHealthcare5.00%572,000-253,000-30.67%$8,093,800
CLOUDFLARE INCNETTechnology3.94%26,000-6,200-19.25%$6,377,280
PELOTON INTERACTIVE INCPTONConsumer Cyclical3.80%1,040,000-415,000-28.52%$6,146,400
EVOLV TECHNOLOGIES HLDNGS INEVLVIndustrials3.40%950,000+170,000+21.79%$5,510,000
NOKIA CORPNOKTechnology3.08%376,000+376,000+100.00%$4,993,280
GENIUS SPORTS LIMITEDGENIOther2.79%744,000-581,000-43.85%$4,508,640
APPLIED OPTOELECTRONICS INCAAOITechnology2.29%25,000+9,300+59.24%$3,704,000
RAYONIER ADVANCED MATLS INCRYAMBasic Materials2.28%470,000+322,500+218.64%$3,694,200
NEBIUS GROUP N.V.NBISOther2.12%12,400-17,400-58.39%$3,424,508
CELSIUS HLDGS INCCELHConsumer Defensive2.11%116,800+116,800+100.00%$3,419,904
JOBY AVIATION INCJOBYIndustrials2.07%375,000+3,500+0.94%$3,345,000
STRATA CRITICAL MEDICAL INCBLDEIndustrials1.91%586,200-473,800-44.70%$3,089,274
SPHERE ENTERTAINMENT COSPHRCommunication Services1.39%13,000-35,400-73.14%$2,249,390
HIMS & HERS HEALTH INCHIMSConsumer Defensive1.25%58,500-131,000-69.13%$2,028,195
ROBLOX CORPRBLXCommunication Services1.24%37,000-35,500-48.97%$2,012,060
PAGAYA TECHNOLOGIES LTDPGYOther1.13%100,000-202,000-66.89%$1,825,000
CORE SCIENTIFIC INC NEWCORZTechnology1.11%70,000-550,000-88.71%$1,791,300
HAPPEN INCLCFinancial Services0.96%75,250-140,750-65.16%$1,560,685
DOMINARI HOLDINGS INCDOMHHealthcare0.81%419,000-117,027-21.83%$1,315,660
TENAX THERAPEUTICS INCTENXHealthcare0.67%74,000+29,000+64.44%$1,076,700
PEPGEN INCPEPGHealthcare0.50%450,000--$810,000
WIX COM LTDWIXOther0.49%17,500-30,000-63.16%$793,975
TABOOLA.COM LTDTBLAOther0.31%100,000-1,170,000-92.13%$500,000
DOMO INCDOMOTechnology0.29%150,000+150,000+100.00%$469,500
SERITAGE GROWTH PPTYSSRGReal Estate0.03%19,425-486,575-96.16%$51,088
LOTUS TECHNOLOGY INCLOTWWConsumer Cyclical0.01%322,877--$18,759
Showing 29 of 29 holdings in the latest reporting period.
Creek Drive Management Group Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026VODVodafone Group PlcCALL2,500,000$33,062,500
Q2 2026NETCloudflare, Inc.CALL18,000$4,415,040
Q2 2026ASPIASP Isotopes Inc.CALL424,800$2,642,256
Q2 2026QUREuniQure N.V.CALL50,000$2,303,000
Q2 2026CMPSCOMPASS Pathways Plc - AmericanCALL120,000$1,698,000
Showing 5 of 5 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.