Hudson Bay Capital Management Lp Portfolio Stock Holdings

Hudson Bay Capital Management Lp disclosed 1255 stock positions valued at approximately $15.8 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, TESLA INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
1255
Portfolio Value
$15.8B
Holdings by Sector
Hudson Bay Capital Management Lp Portfolio Holdings in Q1 2026

758 holdings in the latest reporting period.

Page 1 of 8
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology5.76%5,218,294-368,933-6.60%$910,070,474
TESLA INCTSLAConsumer Cyclical4.46%1,897,615+85,099+4.70%$705,438,376
AMAZON COM INCAMZNConsumer Cyclical3.89%2,951,397+340,620+13.05%$614,687,453
APPLE INCAAPLTechnology3.27%2,039,515+848,061+71.18%$517,608,512
FLAGSTAR BANK NATIONAL ASSOCNYCBOther2.89%34,689,439--$456,859,912
NETFLIX INC.NFLXCommunication Services2.79%4,580,819+830,009+22.13%$440,445,747
PALANTIR TECHNOLOGIES INCPLTRTechnology2.51%2,708,219+153,219+6.00%$396,158,276
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services2.32%765,266+160,000+26.43%$366,715,467
ADVANCED MICRO DEVICES INCAMDTechnology2.09%1,622,810-727,190-30.94%$330,128,238
MICROSOFT CORPMSFTTechnology1.71%729,385-105,585-12.65%$269,996,446
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.53%716,699+503,226+235.73%$242,208,427
STATE STR SPDR S&P 500 ETF TSPYOther1.04%253,545+121,361+91.81%$164,890,455
ELECTRONIC ARTS INCEACommunication Services0.94%728,687+331,187+83.32%$148,557,419
WARNER BROS DISCOVERY INCWBDCommunication Services0.83%4,792,054+4,746,856+10502.36%$131,589,803
ORACLE CORPORCLTechnology0.78%842,463+821,586+3935.36%$123,934,732
DOLLAR TREE INCDLTRConsumer Defensive0.78%1,129,000+140,000+14.16%$123,636,790
NORFOLK SOUTHN CORPNSCIndustrials0.75%412,553+77,233+23.03%$118,402,711
PENUMBRA INCPENHealthcare0.73%349,038+349,038+100.00%$114,613,608
SHOPIFY INCSHOPTechnology0.71%950,000+24,303+2.63%$112,689,000
ARISTA NETWORKS INCANETOther0.61%786,500-16-0.00%$96,566,470
ALPHABET INCGOOGLCommunication Services0.57%312,673-690,273-68.82%$89,912,248
INTEGER HLDGS CORPITGRHealthcare0.56%1,000,000+1,000,000+100.00%$88,000,000
INTEL CORPINTCTechnology0.54%1,920,776+564,863+41.66%$84,763,845
ISHARES TRIWMOther0.53%340,800+115,800+51.47%$84,518,400
WEBSTER FINL CORPWBSFinancial Services0.53%1,199,249+1,199,249+100.00%$83,251,866
VISTANCE NETWORKS INCCOMMTechnology0.49%4,283,779+2,046,033+91.43%$77,964,778
PEABODY ENGR CORPBTUEnergy0.47%2,238,356+115,694+5.45%$73,753,830
AVIS BUDGET GROUP INCCARIndustrials0.46%500,000+250,000+100.00%$72,925,000
ISHARES BITCOIN TRUST ETFIBITOther0.46%1,878,262+737,727+64.68%$72,162,826
KENVUE INCKVUEConsumer Defensive0.45%4,085,000+2,805,000+219.14%$70,425,400
CITIGROUP INCCFinancial Services0.40%563,191+210,945+59.89%$63,871,491
ELI LILLY & COLLYHealthcare0.39%67,004+41,884+166.74%$61,628,269
NEOGEN CORPNEOGHealthcare0.38%6,500,180+180+0.00%$60,386,672
ENTERGY CORP NEWETRUtilities0.38%528,566+106,903+25.35%$59,389,676
MASIMO CORPMASIHealthcare0.37%330,679+330,679+100.00%$58,817,874
JPMORGAN CHASE & COJPMFinancial Services0.37%197,776+120,276+155.19%$58,177,788
AMERICAN HEALTHCARE REIT INCAHRReal Estate0.36%1,195,613-345,720-22.43%$56,385,109
SEMPRASREUtilities0.35%571,846+55,404+10.73%$55,566,276
CHEVRON CORPORATIONCVXEnergy0.35%267,726+267,726+100.00%$55,392,509
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare0.35%974,776+304,774+45.49%$55,065,096
FIRSTENERGY CORPFEUtilities0.34%1,056,137+143,000+15.66%$53,503,900
WELLS FARGO & COWFCFinancial Services0.33%657,190+413,389+169.56%$52,318,896
NEUROCRINE BIOSCIENCES INCNBIXHealthcare0.33%395,850+90,850+29.79%$52,149,279
RTX CORPORATIONRTXIndustrials0.33%268,555+268,555+100.00%$51,804,259
POWER INTEGRATIONS INCPOWITechnology0.32%1,000,000+1,000,000+100.00%$51,200,000
ENVIRI CORPNVRIIndustrials0.31%2,500,300+1,000,300+66.69%$49,055,886
VALARIS LTDVALEnergy0.31%499,604+499,604+100.00%$48,981,176
APELLIS PHARMACEUTICALS INCAPLSHealthcare0.30%1,190,416+10,588+0.90%$47,890,436
CAPITAL ONE FINL CORPCOFFinancial Services0.30%260,790+40,964+18.63%$47,575,920
NNN REIT INCNNNReal Estate0.30%1,110,398-305,563-21.58%$46,670,028
WELLTOWER INCWELLReal Estate0.29%235,296+235,296+100.00%$46,520,372
EXXON MOBIL CORPXOMEnergy0.29%273,259+280+0.10%$46,361,122
TXNM ENERGY INCTXNMUtilities0.29%792,110-16,006-1.98%$46,306,751
INTUITIVE SURGICAL INCISRGHealthcare0.29%100,000-182,500-64.60%$46,099,000
AUTOZONE INCAZOConsumer Cyclical0.29%13,500-1,176-8.01%$45,600,030
PPL CORPPPLUtilities0.28%1,150,941+302,144+35.60%$43,965,946
BLOOM ENERGY CORPBEIndustrials0.28%321,266+321,266+100.00%$43,528,331
BANK AMERICA CORPBAC.PRNOther0.27%36,192+36,192+100.00%$43,124,940
EDWARDS LIFESCIENCES CORPEWHealthcare0.27%532,100-129,500-19.57%$42,610,568
NETSTREIT CORPNTSTReal Estate0.27%2,245,391-1,711,035-43.25%$42,280,713
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.27%1,309,100-217,189-14.23%$41,904,291
NORTHWESTERN ENERGY GROUP INNWEUtilities0.26%625,009+125,500+25.12%$41,213,093
AMEREN CORPAEEUtilities0.26%373,516+90,725+32.08%$41,056,879
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.26%562,000-102,840-15.47%$40,722,520
LPL FINL HLDGS INCLPLAFinancial Services0.26%135,324+55,227+68.95%$40,709,519
JOHNSON & JOHNSONJNJHealthcare0.25%164,590+99,590+153.22%$40,232,380
KLA CORPKLACTechnology0.25%26,600+26,600+100.00%$39,166,106
CISCO SYS INCCSCOTechnology0.25%503,800+503,800+100.00%$39,089,842
AMERICAN ELEC PWR CO INCAEPUtilities0.25%295,782+45,581+18.22%$38,771,105
AIRBNB INCABNBConsumer Cyclical0.25%307,000--$38,767,960
XCEL ENERGY INCXELUtilities0.24%471,633-154,659-24.69%$37,466,526
BIOGEN INCBIIBHealthcare0.23%201,367-20,493-9.24%$36,916,612
EASTGROUP PPTYS INCEGPReal Estate0.23%197,582+18,866+10.56%$36,570,452
ALLIANT ENERGY CORPLNTUtilities0.23%509,002-22,557-4.24%$36,525,984
UNITED AIRLS HLDGS INCUALIndustrials0.23%396,459-22,710-5.42%$36,501,981
TEXAS INSTRS INCTXNTechnology0.22%178,990+178,990+100.00%$34,749,119
TELEPHONE & DATA SYS INCTDSCommunication Services0.22%818,700+68,700+9.16%$34,467,270
PHILLIPS EDISON & CO INCPECOReal Estate0.22%910,029+628,957+223.77%$34,053,285
KIMCO REALTY CORPKIMReal Estate0.21%1,487,096+1,147,934+338.46%$33,415,047
ISHARES TRFXIOther0.20%872,000+182,260+26.42%$31,304,800
ACADIA RLTY TRAKRReal Estate0.19%1,601,369-286,653-15.18%$30,618,175
COINBASE GLOBAL INCCOINFinancial Services0.19%175,000+115,400+193.62%$30,556,750
BOSTON SCIENTIFIC CORPBSXHealthcare0.19%484,000--$30,371,000
META PLATFORMS INCMETACommunication Services0.19%52,761-174,267-76.76%$30,186,151
MORGAN STANLEYMSFinancial Services0.18%174,482-42,392-19.55%$28,714,503
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.18%218,704+77,568+54.96%$28,639,289
STRATEGY INCMSTRTechnology0.18%229,332+140,000+156.72%$28,620,634
CUBESMARTCUBEReal Estate0.18%774,412+597,912+338.76%$28,382,200
METTLER TOLEDO INTERNATIONALMTDHealthcare0.18%22,000--$27,746,400
AES CORPAESUtilities0.17%1,950,000+1,950,000+100.00%$27,475,500
BAUSCH HEALTH COS INCBHCHealthcare0.17%5,000,000--$27,000,000
UDR INCUDRReal Estate0.17%789,181-311,158-28.28%$26,658,534
REGENERON PHARMACEUTICALSREGNHealthcare0.16%32,001+5,874+22.48%$24,725,253
DUKE ENERGY CORP NEWDUKUtilities0.16%188,498+51,994+38.09%$24,681,928
BIONTECH SEBNTXHealthcare0.15%275,000-100,000-26.67%$24,442,000
PUBLIC STORAGE OPER COPSAReal Estate0.15%87,775+23,265+36.06%$23,776,492
MSCI INCMSCIFinancial Services0.15%42,886+15,562+56.95%$23,115,983
INSULET CORPPODDHealthcare0.15%110,000+30,000+37.50%$23,082,400
IONIS PHARMACEUTICALS INCIONSHealthcare0.14%295,100-179,900-37.87%$22,159,059
ARGENX SEARGXHealthcare0.14%30,000+8,178+37.48%$21,907,500
Hudson Bay Capital Management Lp Options Holdings in Q1 2026

110 options positions in the latest reporting period.

Page 1 of 2
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026NVDANVIDIA CorporationPUT6,945,500$1,211,295,200
Q1 2026TSLATesla, Inc.PUT2,553,600$949,300,800
Q1 2026AMZNAmazon.com, Inc.PUT4,312,000$898,060,240
Q1 2026IWMiShares Russell 2000 ETFPUT3,517,200$872,265,600
Q1 2026SPYSPDR S&P 500PUT931,000$605,466,540
Q1 2026PLTRPalantir Technologies Inc.PUT4,000,000$585,120,000
Q1 2026NFLXNetflix, Inc.PUT5,900,000$567,285,000
Q1 2026AAPLApple Inc.PUT2,164,000$549,201,560
Q1 2026AMDAdvanced Micro Devices, Inc.PUT2,407,500$489,757,725
Q1 2026BRK-BBerkshire Hathaway Inc. NewPUT800,000$383,360,000
Q1 2026MSFTMicrosoft CorporationPUT725,000$268,373,250
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT3,000,000$238,680,000
Q1 2026TSMTaiwan Semiconductor ManufacturPUT670,000$226,426,500
Q1 2026DLTRDollar Tree, Inc.PUT2,000,000$219,020,000
Q1 2026NVDANVIDIA CorporationCALL1,241,500$216,517,600
Q1 2026UNHUnitedHealth Group IncorporatedPUT700,000$189,413,000
Q1 2026GLDSPDR Gold TrustPUT403,400$173,578,986
Q1 2026MUMicron Technology, Inc.PUT500,000$168,920,000
Q1 2026AMZNAmazon.com, Inc.CALL751,400$156,494,078
Q1 2026AVGOBroadcom Inc.PUT500,000$154,755,000
Q1 2026TSLATesla, Inc.CALL361,800$134,499,150
Q1 2026EAElectronic Arts Inc.PUT657,000$133,942,590
Q1 2026ORCLOracle CorporationPUT910,000$133,870,100
Q1 2026SHOPShopify Inc.PUT1,100,000$130,482,000
Q1 2026IBITiShares Bitcoin Trust ETFPUT3,302,600$126,885,892
Q1 2026QQQInvesco QQQ Trust, Series 1CALL214,900$124,035,982
Q1 2026PLTRPalantir Technologies Inc.CALL750,000$109,710,000
Q1 2026DISWalt Disney Company (The)PUT1,100,000$106,018,000
Q1 2026ADBEAdobe Inc.PUT428,500$104,159,780
Q1 2026GOOGLAlphabet Inc.PUT350,000$100,646,000
Q1 2026MRKMerck & Company, Inc.PUT800,000$96,232,000
Q1 2026INTCIntel CorporationPUT1,955,000$86,274,150
Q1 2026AMDAdvanced Micro Devices, Inc.CALL407,700$82,938,411
Q1 2026AALAmerican Airlines Group, Inc.PUT7,694,800$82,642,152
Q1 2026FXIiShares China Large-Cap ETFPUT2,263,700$81,266,830
Q1 2026WBDWarner Bros. Discovery, Inc. - PUT2,935,300$80,603,338
Q1 2026COINCoinbase Global, Inc.PUT450,000$78,574,500
Q1 2026AAPLApple Inc.CALL283,000$71,822,570
Q1 2026GLDSPDR Gold TrustCALL151,700$65,274,993
Q1 2026SPYSPDR S&P 500CALL100,000$65,034,000
Q1 2026XLFSPDR Select Sector Fund - FinanPUT1,300,000$64,181,000
Q1 2026BABoeing Company (The)PUT315,000$62,694,450
Q1 2026IWMiShares Russell 2000 ETFCALL244,700$60,685,600
Q1 2026NFLXNetflix, Inc.CALL550,000$52,882,500
Q1 2026XOPSPDR S&P Oil & Gas Explor & ProPUT290,000$52,730,700
Q1 2026SMHVanEck Semiconductor ETFPUT131,400$50,378,760
Q1 2026MSTRMicroStrategy IncorporatedPUT388,100$48,434,880
Q1 2026COINCoinbase Global, Inc.CALL275,000$48,017,750
Q1 2026FSLRFirst Solar, Inc.PUT200,000$39,452,000
Q1 2026SOFISoFi Technologies, Inc.PUT2,420,000$38,429,600
Q1 2026METAMeta Platforms, Inc.PUT65,400$37,417,302
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT292,500$37,361,025
Q1 2026BEBloom Energy CorporationPUT258,000$34,956,420
Q1 2026NVONovo Nordisk A/SCALL950,000$34,912,500
Q1 2026XOPSPDR S&P Oil & Gas Explor & ProCALL170,000$30,911,100
Q1 2026SPOTSpotifyCALL60,000$29,094,600
Q1 2026QQQInvesco QQQ Trust, Series 1PUT50,000$28,859,000
Q1 2026COHRCoherent Corp.PUT120,000$28,585,200
Q1 2026LLYEli Lilly and CompanyPUT30,000$27,593,100
Q1 2026XLUSPDR Select Sector Fund - UtiliPUT570,000$26,157,300
Q1 2026GOOGAlphabet Inc.PUT90,000$25,817,400
Q1 2026ASTSAST SpaceMobile, Inc.PUT300,000$24,861,000
Q1 2026SATSEchoStar CorporationCALL200,000$23,414,000
Q1 2026METAMeta Platforms, Inc.CALL38,200$21,855,366
Q1 2026IBITiShares Bitcoin Trust ETFCALL500,000$19,210,000
Q1 2026UBERUber Technologies, Inc.PUT266,600$19,176,538
Q1 2026CNCCentene CorporationPUT500,000$16,370,000
Q1 2026TERNTerns Pharmaceuticals, Inc.CALL257,300$13,564,856
Q1 2026GOOGAlphabet Inc.CALL45,000$12,908,700
Q1 2026ASTSAST SpaceMobile, Inc.CALL150,000$12,430,500
Q1 2026JNJJohnson & JohnsonPUT50,000$12,222,000
Q1 2026CYTKCytokinetics, IncorporatedPUT161,000$10,611,510
Q1 2026QCOMQUALCOMM IncorporatedPUT80,000$10,302,400
Q1 2026SAPSAP SEPUT60,000$10,272,600
Q1 2026EWYiShares Inc iShares MSCI South PUT81,100$9,976,111
Q1 2026HOODRobinhood Markets, Inc.PUT140,000$9,702,000
Q1 2026QCOMQUALCOMM IncorporatedCALL59,500$7,662,410
Q1 2026MSFTMicrosoft CorporationCALL20,000$7,403,400
Q1 2026LQDALiquidia CorporationPUT193,500$7,302,690
Q1 2026HONHoneywell International Inc.PUT30,000$6,780,900
Q1 2026BROSDutch Bros Inc.CALL127,900$6,479,414
Q1 2026IDYAIDEAYA Biosciences, Inc.PUT191,000$6,364,120
Q1 2026SOXXiShares Semiconductor ETFPUT18,800$6,178,808
Q1 2026BMYBristol-Myers Squibb CompanyPUT100,000$6,065,000
Q1 2026RTXRTX CorporationCALL30,000$5,787,000
Q1 2026SATSEchoStar CorporationPUT47,800$5,595,946
Q1 2026CRHCRHCALL50,000$5,256,000
Q1 2026HTZHertz Global Holdings, IncCALL1,125,000$5,186,250
Q1 2026RVMDRevolution Medicines, Inc.PUT50,000$4,862,500
Q1 2026PZZAPapa John's International, Inc.CALL150,000$4,861,500
Q1 2026EATBrinker International, Inc.PUT32,500$4,640,025
Q1 2026IYTiShares Trust iShares U.S. TranPUT60,000$4,476,000
Q1 2026LGNDLigand Pharmaceuticals IncorporPUT22,400$4,472,160
Q1 2026CATCaterpillar, Inc.PUT5,000$3,542,300
Q1 2026GMGeneral Motors CompanyPUT40,000$2,980,000
Q1 2026LEGNLegend Biotech CorporationCALL150,200$2,717,118
Q1 2026LQDALiquidia CorporationCALL70,000$2,641,800
Q1 2026NNNextNav Inc.CALL150,000$2,403,000
Q1 2026FLSFlowserve CorporationPUT30,000$2,205,300
Q1 2026IMAXImax CorporationCALL54,500$2,071,545

Notional value represents the total exposure of the options position.