Readystate Asset Management Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Readystate Asset Management Lp disclosed 358 stock positions valued at approximately $2.46B as of quarter-end June 30, 2026. The largest holdings include WARNER BROS DISCOVERY INC, NORFOLK SOUTHN CORP, and HERSHEY CO.

Report Period
June 30, 2026
No. of Stocks
358
Portfolio Value
$2.46B
Holdings by Sector
Readystate Asset Management Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
WARNER BROS DISCOVERY INCWBDCommunication Services4.18%3,851,600+2,191,929+132.07%$102,683,656
NORFOLK SOUTHN CORPNSCIndustrials2.25%176,127-7,700-4.19%$55,407,793
HERSHEY COHSYConsumer Defensive1.89%264,348+134,835+104.11%$46,379,857
IMMUNOME INCIMNMHealthcare1.38%1,605,820+303,958+23.35%$34,027,326
ABIVAX SAABVXHealthcare1.31%241,530+39,508+19.56%$32,186,288
CHEVRON CORPORATIONCVXEnergy1.22%181,277+141,277+353.19%$30,048,476
EXXON MOBIL CORPXOMEnergy1.21%217,778+217,778+100.00%$29,774,608
INTUITIVE SURGICAL INCISRGHealthcare1.15%70,802+70,802+100.00%$28,156,539
MICRON TECHNOLOGY INCMUTechnology1.11%23,527+7,464+46.47%$27,156,981
LIBERTY BROADBAND CORPLBRDKCommunication Services1.01%745,744+387,839+108.36%$24,803,445
KENVUE INCKVUEConsumer Defensive0.98%1,257,316+200,000+18.92%$24,027,309
BP PLCBPEnergy0.93%619,670+472,974+322.42%$22,896,807
COURSERA INCCOURConsumer Defensive0.92%4,027,181+2,906,101+259.22%$22,713,301
ROKU INCROKUCommunication Services0.91%161,958+161,958+100.00%$22,372,878
TXNM ENERGY INCTXNMUtilities0.86%372,964-83,482-18.29%$21,176,896
ROBLOX CORPRBLXCommunication Services0.83%377,201+329,201+685.84%$20,512,190
COMPASS INCCOMPReal Estate0.82%1,641,267+933,269+131.82%$20,236,822
VALERO ENERGY CORPVLOEnergy0.82%77,289+77,289+100.00%$20,129,147
AZUL S AAZULOther0.77%2,098,940+2,098,940+100.00%$18,869,471
UNIQURE NVQUREOther0.75%400,989-103,713-20.55%$18,469,553
MARATHON PETE CORPMPCEnergy0.75%72,208+72,208+100.00%$18,461,419
HALLIBURTON COHALEnergy0.69%498,818+311,149+165.80%$16,934,871
SPACE EXPLORATION TECHN CORPSPCXOther0.67%96,500+96,500+100.00%$16,487,990
GOODYEAR TIRE & RUBR COGTConsumer Cyclical0.67%2,488,405-117,945-4.53%$16,423,473
MADISON AIR SOLUTIONS CORPMAIROther0.65%411,000+411,000+100.00%$16,029,000
WEATHERFORD INTL PLCWFRDOther0.62%187,350+187,350+100.00%$15,269,025
ANTERO RESOURCES CORPAREnergy0.61%429,782+429,782+100.00%$15,102,539
VOYAGER TECHNOLOGIES INCVOYGOther0.54%410,251+384,028+1464.47%$13,230,595
GMR SOLUTIONS INCGMRSOther0.53%836,713+836,713+100.00%$12,935,583
VERA THERAPEUTICS INCVERAHealthcare0.52%295,114+295,114+100.00%$12,663,342
Showing 30 of 358 holdings in the latest reporting period.
Readystate Asset Management Lp Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026RIVNRivian Automotive, Inc.PUT1,950,000$33,832,500
Q2 2026QGENQIAGEN N.V.PUT500,000$19,550,000
Q2 2026HSYThe Hershey CompanyPUT100,000$17,545,000
Q2 2026EWZiShares Inc iShares MSCI BrazilPUT500,000$17,250,000
Q2 2026AMZNAmazon.com, Inc.PUT34,500$8,222,730
Q2 2026AVGOBroadcom Inc.PUT21,200$8,008,300
Q2 2026GOOGLAlphabet Inc.PUT21,500$7,683,455
Q2 2026AAPLApple Inc.PUT26,400$7,639,104
Q2 2026NVDANVIDIA CorporationPUT36,400$7,283,276
Q2 2026TSLATesla, Inc.PUT17,100$7,192,260
Q2 2026MSFTMicrosoft CorporationPUT17,900$6,677,058
Q2 2026METAMeta Platforms, Inc.PUT10,800$6,083,532
Q2 2026CRWVCoreWeave, Inc.PUT40,000$3,981,600
Q2 2026DELLDell Technologies Inc.PUT6,700$2,890,782
Q2 2026SNDKSanDiskPUT1,200$2,728,476
Q2 2026MUMicron Technology, Inc.PUT2,000$2,308,580
Q2 2026AMDAdvanced Micro Devices, Inc.PUT3,800$2,207,458
Q2 2026INTCIntel CorporationPUT15,000$2,094,450
Q2 2026INTCIntel CorporationCALL14,200$1,982,746
Q2 2026WDCWestern Digital CorporationPUT2,600$1,660,672
Q2 2026STXSeagate TechnologyPUT1,700$1,640,500
Q2 2026PANWPalo Alto Networks, Inc.PUT4,800$1,636,896
Q2 2026MPWMedical Properties Trust, Inc.PUT350,000$1,617,000
Q2 2026AMATApplied Materials, Inc.PUT2,200$1,590,600
Q2 2026GLWCorning IncorporatedPUT6,000$1,532,580
Q2 2026KLACKLA CorporationPUT5,000$1,508,550
Q2 2026FTNTFortinet, Inc.PUT9,500$1,459,390
Q2 2026CRWDCrowdStrike Holdings, Inc.PUT1,900$1,449,966
Q2 2026LRCXLam ResearchPUT3,200$1,386,656
Q2 2026GEGE AerospacePUT3,300$1,233,309
Showing 30 of 301 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.