Laurion Capital Management Lp Portfolio Stock Holdings

Laurion Capital Management Lp disclosed 189 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include ELECTRONIC ARTS INC, NORFOLK SOUTHN CORP, and BRIDGEBIO PHARMA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
189
Portfolio Value
$1.1B
Holdings by Sector
Laurion Capital Management Lp Portfolio Holdings in Q1 2026

171 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ELECTRONIC ARTS INCEACommunication Services10.85%566,845+123,265+27.79%$115,562,690
NORFOLK SOUTHN CORPNSCIndustrials9.47%351,648--$100,922,976
BRIDGEBIO PHARMA INCBBIOHealthcare8.80%1,262,651-139,499-9.95%$93,764,463
WARNER BROS DISCOVERY INCWBDCommunication Services8.02%3,110,483+682,873+28.13%$85,413,863
MINERALYS THERAPEUTICS INCMLYSHealthcare5.67%2,232,040+518,555+30.26%$60,465,964
HOLOGIC INCHOLXHealthcare4.29%604,506+604,506+100.00%$45,694,609
NUVATION BIO INCNUVBHealthcare3.15%7,822,638-30,000-0.38%$33,559,117
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials1.49%225,000+225,000+100.00%$15,864,750
STANDARDAERO INC85423L103Other1.45%600,000+600,000+100.00%$15,498,000
CME GROUP INCCMEFinancial Services1.29%46,433-2,171-4.47%$13,713,987
CATERPILLAR INCCATIndustrials0.96%14,499+14,499+100.00%$10,271,962
D R HORTON INCDHIConsumer Cyclical0.87%67,479+67,479+100.00%$9,259,468
META PLATFORMS INCMETACommunication Services0.82%15,320+15,320+100.00%$8,765,032
CHENIERE ENERGY INCLNGEnergy0.76%28,513-5,322-15.73%$8,090,849
APPLIED MATLS INCAMATTechnology0.75%23,522+21,222+922.70%$8,039,584
ADOBE INCADBETechnology0.75%32,809+32,809+100.00%$7,975,212
NVIDIA CORPORATIONNVDATechnology0.73%44,399-225,863-83.57%$7,743,186
PYXIS ONCOLOGY INCPYXSHealthcare0.68%4,997,333+200,854+4.19%$7,296,106
LAM RESEARCH CORPLRCXOther0.65%32,396+32,396+100.00%$6,921,729
CROWDSTRIKE HLDGS INCCRWDTechnology0.60%16,341+16,341+100.00%$6,379,690
BROADCOM INCAVGOTechnology0.58%19,919-18,687-48.40%$6,165,130
FERGUSON ENTERPRISES INCFERGIndustrials0.57%25,995-4,000-13.34%$6,063,594
DOORDASH INCDASHCommunication Services0.57%40,138+40,138+100.00%$6,026,721
ASML HLDG NVASMLOther0.56%4,550+4,550+100.00%$6,009,776
PULTE GROUP INCPHMConsumer Cyclical0.54%49,083+49,083+100.00%$5,772,652
SERVICENOW INCNOWTechnology0.53%54,276+41,976+341.27%$5,674,556
ORACLE CORPORCLTechnology0.53%38,310+38,310+100.00%$5,635,784
COMFORT SYS USA INCFIXIndustrials0.51%3,960+3,960+100.00%$5,460,800
ALPHABET INCGOOGLCommunication Services0.51%18,810-437,533-95.88%$5,409,004
LENNAR CORPLENConsumer Cyclical0.49%59,979+59,979+100.00%$5,208,576
SYNOPSYS INCSNPSTechnology0.49%13,098+13,098+100.00%$5,193,095
DATADOG INCDDOGTechnology0.48%43,683+43,683+100.00%$5,156,778
PEPGEN INCPEPGHealthcare0.46%2,750,855+698,722+34.05%$4,869,013
CADENCE DESIGN SYSTEM INCCDNSTechnology0.46%17,515+17,515+100.00%$4,866,893
ADVANCED MICRO DEVICES INCAMDTechnology0.45%23,744+11,040+86.90%$4,830,242
TERADYNE INCTERTechnology0.45%16,173+11,073+217.12%$4,794,648
STARBUCKS CORPSBUXConsumer Cyclical0.45%53,035+53,035+100.00%$4,751,406
ALPHABET INCGOOGCommunication Services0.44%16,444-297,556-94.76%$4,717,126
AUTOLUS THERAPEUTICS LTDAUTLHealthcare0.43%3,316,626--$4,576,944
TESLA INCTSLAConsumer Cyclical0.43%12,293-92,913-88.32%$4,569,923
GE VERNOVA INCGEVUtilities0.42%5,076+5,076+100.00%$4,430,840
IMMUNIC INCIMUXHealthcare0.40%3,882,162--$4,309,200
CARDIFF ONCOLOGY INCCRDFHealthcare0.40%2,646,738--$4,287,716
CORNING INCGLWTechnology0.39%30,951+30,951+100.00%$4,208,407
APPLE INCAAPLTechnology0.37%15,672-329,761-95.46%$3,977,397
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.35%24,452+23,952+4790.40%$3,743,601
SHOPIFY INCSHOPTechnology0.34%30,619-6,097-16.61%$3,632,026
LAUDER ESTEE COS INCELConsumer Defensive0.33%48,681+48,681+100.00%$3,493,835
SANDISK CORPSNDKOther0.32%5,290-3,629-40.69%$3,360,949
TOLL BROTHERS INCTOLConsumer Cyclical0.31%24,318+24,318+100.00%$3,318,677
SCHWAB CHARLES CORPSCHWFinancial Services0.29%33,233+33,233+100.00%$3,123,237
AXON ENTERPRISE INCAXONIndustrials0.29%7,330+5,630+331.18%$3,112,978
UNITED RENTALS INCURIIndustrials0.28%4,126+4,126+100.00%$3,006,039
EBAY INC.EBAYConsumer Cyclical0.28%32,900+16,200+97.01%$2,994,558
AMPHENOL CORPAPHTechnology0.28%23,494+23,494+100.00%$2,968,467
QUANTA SVCS INCPWRIndustrials0.27%5,280+5,280+100.00%$2,898,826
MICRON TECHNOLOGY INCMUTechnology0.25%7,811+7,811+100.00%$2,638,868
ARISTA NETWORKS INCANETOther0.24%21,113+21,113+100.00%$2,592,254
NETFLIX INC.NFLXCommunication Services0.23%25,849+25,849+100.00%$2,485,381
GILEAD SCIENCES INCGILDHealthcare0.23%17,812+17,812+100.00%$2,482,458
INTUITIVE MACHINES INCLUNRIndustrials0.23%132,275+132,275+100.00%$2,455,024
FEDEX CORPFDXIndustrials0.23%6,799+6,799+100.00%$2,421,668
FREEPORT MCMORAN INCFCXBasic Materials0.22%40,165+40,165+100.00%$2,360,899
ROBINHOOD MKTS INCHOODFinancial Services0.22%33,896+33,896+100.00%$2,348,993
MARVELL TECHNOLOGY INCMRVLTechnology0.22%23,151+23,151+100.00%$2,293,107
NEWMONT CORPNEMBasic Materials0.21%20,957+20,957+100.00%$2,268,595
HEWLETT PACKARD ENTERPRISE CHPETechnology0.21%94,779+94,779+100.00%$2,256,688
BRISTOL-MYERS SQUIBB COBMYHealthcare0.21%36,100+36,100+100.00%$2,189,465
COLUMBIA BKG SYS INCCOLBFinancial Services0.20%77,457+2,247+2.99%$2,124,646
LPL FINL HLDGS INCLPLAFinancial Services0.20%7,000--$2,105,810
ROCKET COS INCRKTFinancial Services0.20%147,165-60,000-28.96%$2,097,101
FIRST CTZNS BANCSHARES INC DFCNCAFinancial Services0.19%1,074+97+9.93%$2,024,125
CITIGROUP INCCFinancial Services0.19%17,657-33,843-65.71%$2,002,480
UBER TECHNOLOGIES INCUBERTechnology0.19%27,584+27,584+100.00%$1,984,117
BLOCK INCSQTechnology0.19%32,912+32,912+100.00%$1,980,644
JPMORGAN CHASE & COJPMFinancial Services0.18%6,695+6,695+100.00%$1,969,401
CAPITAL ONE FINL CORPCOFFinancial Services0.18%10,775+10,775+100.00%$1,965,683
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.18%3,980+3,980+100.00%$1,956,289
ROYAL GOLD INCRGLDBasic Materials0.18%7,384+384+5.49%$1,879,154
KROGER COKRConsumer Defensive0.18%25,808+25,808+100.00%$1,867,467
ABBVIE INCABBVHealthcare0.17%8,395+8,395+100.00%$1,825,829
INTEL CORPINTCTechnology0.17%40,059+40,059+100.00%$1,767,804
MEDTRONIC PLCMDTOther0.15%18,900+18,900+100.00%$1,637,685
VALERO ENERGY CORPVLOEnergy0.15%6,619+6,619+100.00%$1,635,423
WESTERN DIGITAL CORPWDCTechnology0.15%5,829+5,829+100.00%$1,576,686
CAMECO CORPCCJEnergy0.15%14,227+14,227+100.00%$1,545,194
UNITED PARCEL SVCS INCUPSIndustrials0.14%15,666+15,666+100.00%$1,541,221
PALANTIR TECHNOLOGIES INCPLTRTechnology0.14%10,046+7,701+328.40%$1,469,529
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.14%4,431+4,431+100.00%$1,466,085
CONSTELLATION ENERGY CORPCEGUtilities0.13%4,965+4,965+100.00%$1,386,476
AMERICAN EXPRESS COAXPFinancial Services0.13%4,543+4,543+100.00%$1,374,167
PAYPAL HLDGS INCPYPLFinancial Services0.12%29,395+29,395+100.00%$1,329,536
FISERV INCFITechnology0.12%23,171+23,171+100.00%$1,292,942
BARRICK MNG CORPBOther0.12%31,668+31,668+100.00%$1,291,738
VEEVA SYS INCVEEVHealthcare0.12%7,300--$1,282,318
AT&T INCTCommunication Services0.12%43,222+43,222+100.00%$1,253,006
ACUMEN PHARMACEUTICALS INCABOSHealthcare0.12%525,444-341,602-39.40%$1,240,048
CISCO SYS INCCSCOTechnology0.11%15,773-5,131-24.55%$1,223,827
FORTINET INCFTNTTechnology0.11%14,834+14,834+100.00%$1,212,234
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.11%3,047+3,047+100.00%$1,193,693
Laurion Capital Management Lp Options Holdings in Q1 2026

160 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026JPMJP Morgan Chase & Co.CALL214,500$63,097,320
Q1 2026EAElectronic Arts Inc.PUT200,000$40,774,000
Q1 2026MSFTMicrosoft CorporationCALL101,800$37,683,306
Q1 2026NVDANVIDIA CorporationPUT172,700$30,118,880
Q1 2026ORCLOracle CorporationPUT196,600$28,921,826
Q1 2026CATCaterpillar, Inc.PUT40,000$28,338,400
Q1 2026GEVGE Vernova Inc.PUT29,900$26,099,710
Q1 2026AMDAdvanced Micro Devices, Inc.PUT112,600$22,906,218
Q1 2026AVGOBroadcom Inc.PUT72,600$22,470,426
Q1 2026AMATApplied Materials, Inc.PUT63,300$21,635,307
Q1 2026CCitigroup, Inc.CALL190,000$21,547,900
Q1 2026GOOGAlphabet Inc.PUT66,100$18,961,446
Q1 2026AAPLApple Inc.PUT73,000$18,526,670
Q1 2026GOOGLAlphabet Inc.CALL64,300$18,490,108
Q1 2026JPMJP Morgan Chase & Co.PUT62,700$18,443,832
Q1 2026LRCXLam ResearchPUT85,500$18,267,930
Q1 2026AAPLApple Inc.CALL64,300$16,318,697
Q1 2026GLWCorning IncorporatedPUT117,000$15,908,490
Q1 2026PLTRPalantir Technologies Inc.PUT103,500$15,139,980
Q1 2026MUMicron Technology, Inc.CALL44,800$15,135,232
Q1 2026WFCWells Fargo & CompanyCALL174,000$13,852,140
Q1 2026APOApollo Global Management, Inc. CALL124,000$13,816,080
Q1 2026TSLATesla, Inc.PUT36,700$13,643,225
Q1 2026GOOGLAlphabet Inc.PUT47,200$13,572,832
Q1 2026DALDelta Air Lines, Inc.PUT189,000$12,564,720
Q1 2026FCXFreeport-McMoRan, Inc.PUT208,900$12,279,142
Q1 2026AVGOBroadcom Inc.CALL38,500$11,916,135
Q1 2026HOODRobinhood Markets, Inc.PUT154,300$10,692,990
Q1 2026NVDANVIDIA CorporationCALL61,000$10,638,400
Q1 2026CCitigroup, Inc.PUT93,400$10,592,494
Q1 2026GEVGE Vernova Inc.CALL11,900$10,387,510
Q1 2026GOOGAlphabet Inc.CALL35,800$10,269,588
Q1 2026BXBlackstone Inc.PUT89,300$10,268,607
Q1 2026SHOPShopify Inc.PUT86,200$10,225,044
Q1 2026ARESAres Management CorporationCALL92,900$10,135,390
Q1 2026TERTeradyne, Inc.PUT33,700$9,990,702
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT125,000$9,945,000
Q1 2026HOODRobinhood Markets, Inc.CALL142,200$9,854,460
Q1 2026FIXComfort Systems USA, Inc.PUT7,100$9,790,829
Q1 2026ADBEAdobe Inc.PUT40,200$9,771,816
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL11,400$9,644,286
Q1 2026ASMLASMLPUT7,200$9,509,976
Q1 2026CSCOCisco Systems, Inc.CALL119,300$9,256,487
Q1 2026TSMTaiwan Semiconductor ManufacturCALL26,600$8,989,470
Q1 2026RCLRoyal CaribbeanCALL32,300$8,888,314
Q1 2026CMGChipotle Mexican Grill, Inc.CALL275,200$8,809,152
Q1 2026AMDAdvanced Micro Devices, Inc.CALL43,300$8,808,519
Q1 2026IBKRInteractive Brokers Group, Inc.CALL127,300$8,538,011
Q1 2026URIUnited Rentals, Inc.PUT11,700$8,524,152
Q1 2026ORCLOracle CorporationCALL56,400$8,297,004
Q1 2026NOWServiceNow, Inc.PUT79,100$8,269,905
Q1 2026ADIAnalog Devices, Inc.CALL25,900$8,239,826
Q1 2026BABoeing Company (The)CALL41,100$8,180,133
Q1 2026CDNSCadence Design Systems, Inc.PUT29,300$8,141,591
Q1 2026SNPSSynopsys, Inc.PUT20,400$8,088,192
Q1 2026DALDelta Air Lines, Inc.CALL121,600$8,083,968
Q1 2026KKRKKR & Co. Inc.CALL86,100$7,964,250
Q1 2026DASHDoorDash, Inc.PUT52,800$7,927,920
Q1 2026RCLRoyal CaribbeanPUT28,700$7,897,666
Q1 2026CATCaterpillar, Inc.CALL10,800$7,651,368
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT19,500$7,612,995
Q1 2026DDOGDatadog, Inc.PUT63,900$7,543,395
Q1 2026CEGConstellation Energy CorporatioCALL27,000$7,539,750
Q1 2026ACNAccenture plcCALL37,500$7,435,875
Q1 2026TSLATesla, Inc.CALL20,000$7,435,000
Q1 2026CRMSalesforce, Inc.PUT39,400$7,354,798
Q1 2026INTCIntel CorporationPUT165,500$7,303,515
Q1 2026ANETArista NetworksCALL58,600$7,194,908
Q1 2026MUMicron Technology, Inc.PUT21,000$7,094,640
Q1 2026CEGConstellation Energy CorporatioPUT24,500$6,841,625
Q1 2026PLTRPalantir Technologies Inc.CALL46,300$6,772,764
Q1 2026SQBlock, Inc.PUT112,400$6,764,232
Q1 2026APHAmphenol CorporationPUT51,900$6,557,565
Q1 2026ARESAres Management CorporationPUT59,900$6,535,090
Q1 2026BXBlackstone Inc.CALL55,500$6,381,945
Q1 2026ANETArista NetworksPUT50,600$6,212,668
Q1 2026KLACKLA CorporationCALL4,200$6,184,122
Q1 2026MCHPMicrochip Technology IncorporatCALL93,600$6,047,496
Q1 2026DELLDell Technologies Inc.PUT36,600$6,007,158
Q1 2026NETCloudflare, Inc.PUT27,700$5,715,618
Q1 2026DELLDell Technologies Inc.CALL34,800$5,711,724
Q1 2026HPEHewlett Packard Enterprise CompPUT234,000$5,571,540
Q1 2026CMGChipotle Mexican Grill, Inc.PUT173,000$5,537,730
Q1 2026INTCIntel CorporationCALL122,600$5,410,338
Q1 2026FCXFreeport-McMoRan, Inc.CALL90,700$5,331,346
Q1 2026UALUnited Airlines Holdings, Inc.PUT53,200$4,898,124
Q1 2026PWRQuanta Services, Inc.PUT8,800$4,831,376
Q1 2026KKRKKR & Co. Inc.PUT51,700$4,782,250
Q1 2026CCJCameco CorporationPUT43,800$4,757,118
Q1 2026SQBlock, Inc.CALL77,200$4,645,896
Q1 2026VSTVistra Corp.PUT30,900$4,645,197
Q1 2026LULUlululemon athletica inc.PUT30,300$4,638,930
Q1 2026DASHDoorDash, Inc.CALL30,500$4,579,575
Q1 2026NEMNewmont CorporationPUT41,300$4,470,725
Q1 2026MCHPMicrochip Technology IncorporatPUT67,900$4,387,019
Q1 2026ABNBAirbnb, Inc.CALL33,300$4,205,124
Q1 2026AXONAxon Enterprise, Inc.CALL9,900$4,204,431
Q1 2026GLWCorning IncorporatedCALL29,600$4,024,712
Q1 2026KLACKLA CorporationPUT2,700$3,975,507
Q1 2026BBarrick GoldPUT97,200$3,964,788

Notional value represents the total exposure of the options position.

Laurion Capital Management Lp Portfolio Stock Holdings | InsiderSet