Readystate Asset Management Lp Portfolio Stock Holdings

Readystate Asset Management Lp disclosed 404 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include NORFOLK SOUTHN CORP, WARNER BROS DISCOVERY INC, and SOLENO THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
404
Portfolio Value
$1.7B
Holdings by Sector
Readystate Asset Management Lp Portfolio Holdings in Q1 2026

229 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NORFOLK SOUTHN CORPNSCIndustrials3.08%183,827+183,827+100.00%$52,758,349
WARNER BROS DISCOVERY INCWBDCommunication Services2.66%1,659,671+1,343,333+424.65%$45,574,566
SOLENO THERAPEUTICS INCSLNOHealthcare1.86%952,165+77,718+8.89%$31,878,484
MASIMO CORPMASIHealthcare1.78%171,115+171,115+100.00%$30,436,225
IMMUNOME INCIMNMHealthcare1.66%1,301,862-541,348-29.37%$28,471,722
HERSHEY COHSYConsumer Defensive1.57%129,513-266,139-67.27%$26,924,458
TXNM ENERGY INCTXNMUtilities1.56%456,446--$26,683,833
ABIVAX SAABVXHealthcare1.31%202,022+106,293+111.04%$22,495,150
ELECTRONIC ARTS INCEACommunication Services1.13%94,897+94,897+100.00%$19,346,651
KENVUE INCKVUEConsumer Defensive1.06%1,057,316+459,192+76.77%$18,228,128
LIBERTY BROADBAND CORPLBRDKCommunication Services1.05%357,905-75,528-17.43%$18,002,622
GOODYEAR TIRE & RUBR COGTConsumer Cyclical1.01%2,606,350+818,588+45.79%$17,280,101
SHOPIFY INCSHOPTechnology0.83%120,412+120,412+100.00%$14,283,271
HASBRO INCHASConsumer Cyclical0.83%151,602+151,602+100.00%$14,189,947
CLEARWATER PAPER CORPCLWBasic Materials0.66%781,384+19,246+2.53%$11,236,302
CAESARS ENTERTAINMENT INC NECZRConsumer Cyclical0.63%409,716-443,413-51.97%$10,828,794
OLIN CORPOLNBasic Materials0.61%350,842+350,842+100.00%$10,430,533
DOCUSIGN INCDOCUTechnology0.60%217,464+217,464+100.00%$10,309,968
SIRIUSXM HOLDINGS INCSIRIConsumer Discretionary0.59%439,294-126,329-22.33%$10,138,906
MICROSOFT CORPMSFTTechnology0.59%27,131+18,653+220.02%$10,043,082
META PLATFORMS INCMETACommunication Services0.58%17,389+11,641+202.52%$9,948,769
BLACKROCK ETF TRUST IIBINCOther0.58%190,000+190,000+100.00%$9,866,700
CHEVRON CORPORATIONCVXEnergy0.48%40,000+40,000+100.00%$8,276,000
OCULAR THERAPEUTIX INCOCULHealthcare0.44%883,621+883,621+100.00%$7,484,270
HALLIBURTON COHALEnergy0.43%187,669+187,669+100.00%$7,317,214
BP PLCBPEnergy0.40%146,696+146,696+100.00%$6,894,712
TESLA INCTSLAConsumer Cyclical0.39%18,061+10,959+154.31%$6,714,177
COURSERA INCCOURConsumer Defensive0.38%1,121,080+1,121,080+100.00%$6,524,686
AVANTOR INCAVTRHealthcare0.36%788,250-24,831-3.05%$6,179,880
PHILLIPS 66PSXEnergy0.34%32,406+32,406+100.00%$5,903,725
OCCIDENTAL PETE CORPOXYEnergy0.34%90,181+90,181+100.00%$5,861,765
KLA CORPKLACTechnology0.34%3,968+3,968+100.00%$5,842,523
APPLE INCAAPLTechnology0.34%22,976+11,266+96.21%$5,831,079
MICRON TECHNOLOGY INCMUTechnology0.32%16,063+16,063+100.00%$5,426,724
COMPASS INCCOMPReal Estate0.30%707,998-991,346-58.34%$5,175,465
AMAZON COM INCAMZNConsumer Cyclical0.30%24,415+11,884+94.84%$5,084,912
TWILIO INCTWLOTechnology0.29%39,883+8,356+26.50%$5,018,079
CONOCOPHILLIPSCOPEnergy0.29%37,880+37,880+100.00%$5,000,160
BROADCOM INCAVGOTechnology0.29%15,861+6,513+69.67%$4,909,138
APOLLO COML REAL ESTATE FINARIReal Estate0.28%450,770+450,770+100.00%$4,760,131
EQUINOR ASAEQNREnergy0.27%107,670+107,670+100.00%$4,543,674
GUARDANT HEALTH INCGHHealthcare0.26%48,400+48,400+100.00%$4,470,708
TERAWULF INCWULFFinancial Services0.26%308,464+308,464+100.00%$4,451,136
PAYPAL HLDGS INCPYPLFinancial Services0.26%98,245+98,245+100.00%$4,443,621
DAUCH CORPAXLConsumer Cyclical0.26%739,399+100,296+15.69%$4,384,636
NCINO INCNCNOTechnology0.25%287,143+287,143+100.00%$4,301,402
HERC HLDGS INCHRIIndustrials0.25%43,073+43,073+100.00%$4,287,917
ACCO BRANDS CORPACCOIndustrials0.25%1,414,577-102,761-6.77%$4,243,731
PERMIAN RESOURCES CORPPREnergy0.24%194,490+194,490+100.00%$4,146,527
MARKETAXESS HLDGS INCMKTXFinancial Services0.24%24,935+1,562+6.68%$4,113,776
ALPHABET INCGOOGLCommunication Services0.24%14,137+7,234+104.80%$4,065,236
CALAMOS STRATEGIC TOTAL RETUCSQFinancial Services0.24%236,613-257,629-52.13%$4,050,815
DIAMONDBACK ENERGY INCFANGEnergy0.24%20,429+20,429+100.00%$4,040,652
EOG RES INCEOGEnergy0.23%27,269+27,269+100.00%$3,942,279
SERVICE PPTYS TRSVCReal Estate0.23%2,851,837-545,178-16.05%$3,864,239
DEVON ENERGY CORP NEWDVNEnergy0.23%76,766+76,766+100.00%$3,862,865
NVIDIA CORPORATIONNVDATechnology0.23%22,099+5,217+30.90%$3,854,066
FLUOR CORPFLRIndustrials0.21%75,792+75,792+100.00%$3,535,697
MACYS INCMConsumer Cyclical0.20%187,715+65,431+53.51%$3,395,764
ETSY INCETSYConsumer Cyclical0.19%63,414+63,414+100.00%$3,169,432
REVOLUTION MEDICINES INCRVMDHealthcare0.18%31,847+31,847+100.00%$3,097,121
LYFT INCLYFTTechnology0.18%231,292+71,892+45.10%$3,076,184
PERRIGO CO PLCG97822103Other0.17%274,684+92,058+50.41%$2,950,106
AFFIRM HLDGS INCAFRMTechnology0.17%64,345+29,698+85.72%$2,948,288
HESS MIDSTREAM LPHESMEnergy0.17%75,405+75,405+100.00%$2,930,992
ISHARES TRIWMOther0.17%11,657+10,246+726.15%$2,890,936
NETFLIX INC.NFLXCommunication Services0.16%29,103+29,103+100.00%$2,798,253
ROBLOX CORPRBLXCommunication Services0.16%48,000+48,000+100.00%$2,714,880
MOONLAKE IMMUNOTHERAPEUTICSMLTXHealthcare0.16%144,238+144,238+100.00%$2,688,596
HANCOCK WHITNEY CORPORATIONHWCFinancial Services0.15%41,276+41,276+100.00%$2,624,741
SPROTT ASSET MANAGEMENT LPCEFOther0.15%54,898+54,898+100.00%$2,619,733
CIPHER DIGITAL INCCIFRFinancial Services0.15%198,758+198,758+100.00%$2,558,015
ZIONS BANCORPORATION NATL ASZIONFinancial Services0.15%43,899+43,899+100.00%$2,529,460
BEAZER HOMES USA INCBZHConsumer Cyclical0.15%129,918-27,952-17.71%$2,499,622
BOK FINL CORPBOKFFinancial Services0.14%19,202+19,202+100.00%$2,459,008
BLACKLINE INCBLTechnology0.14%66,080-4,162-5.93%$2,444,960
ADAPTHEALTH CORPAHCOHealthcare0.14%202,873-22,260-9.89%$2,414,189
NORWEGIAN CRUISE LINE HLDGSNCLHOther0.14%128,045+115,926+956.56%$2,394,442
WW GRAINGER INCGWWIndustrials0.14%2,176+2,176+100.00%$2,373,603
BLACKROCK INCBLKOther0.14%2,449+2,449+100.00%$2,355,228
TOLL BROTHERS INCTOLConsumer Cyclical0.13%16,767+16,767+100.00%$2,288,192
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.13%61,689-2,821-4.37%$2,283,110
KB HOMEKBHConsumer Cyclical0.13%43,478+43,478+100.00%$2,249,987
CRESCENT ENERGY COMPANYCRGYEnergy0.13%164,979+164,979+100.00%$2,227,217
UNITY SOFTWARE INCUTechnology0.13%99,596+99,596+100.00%$2,185,136
COMCAST CORP NEWCMCSACommunication Services0.12%73,696-32,075-30.32%$2,115,812
VAXCYTE INCPCVXHealthcare0.12%36,090-95,547-72.58%$2,097,190
TAYLOR MORRISON HOME CORPTMHCConsumer Cyclical0.12%35,961+35,961+100.00%$2,094,369
M/I HOMES INCMHOConsumer Cyclical0.12%16,674+16,674+100.00%$2,041,731
STRATEGY INCMSTRTechnology0.12%16,084+1,834+12.87%$2,007,283
MERCER INTL INCMERCBasic Materials0.11%1,383,838-1,168,159-45.77%$1,965,050
BLACKROCK FLOATING RATE INCOXFRAXOther0.11%175,418-314,720-64.21%$1,933,106
NVR INCNVRConsumer Cyclical0.11%293+293+100.00%$1,930,820
GLOBAL PMTS INCGPNIndustrials0.11%28,669-4,460-13.46%$1,929,424
MAGNERA CORP55939A107Other0.11%202,213+108,082+114.82%$1,923,046
ALGOMA STL GROUP INCASTLBasic Materials0.11%463,228-177,096-27.66%$1,913,132
EATON VANCE TAX-MANAGED DIVEXETYXOther0.11%137,917+87,701+174.65%$1,901,875
CRYOPORT INCCYRXIndustrials0.11%228,822-58,851-20.46%$1,894,646
ALBEMARLE CORPALBBasic Materials0.10%10,000-22,279-69.02%$1,795,300
ARES DYNAMIC CR ALLOCATION FARDCFinancial Services0.10%146,460-23,132-13.64%$1,780,954
Readystate Asset Management Lp Options Holdings in Q1 2026

295 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026RIVNRivian Automotive, Inc.PUT1,950,000$29,347,500
Q1 2026GOOGLAlphabet Inc.PUT93,100$26,771,836
Q1 2026NVDANVIDIA CorporationPUT144,900$25,270,560
Q1 2026AMZNAmazon.com, Inc.PUT121,200$25,242,324
Q1 2026AVGOBroadcom Inc.PUT79,100$24,482,241
Q1 2026AAPLApple Inc.PUT95,300$24,186,187
Q1 2026TSLATesla, Inc.PUT61,200$22,751,100
Q1 2026METAMeta Platforms, Inc.PUT39,700$22,713,561
Q1 2026EWZiShares Inc iShares MSCI BrazilPUT500,000$19,195,000
Q1 2026MSFTMicrosoft CorporationPUT45,200$16,731,684
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT50,000$3,978,000
Q1 2026MPWMedical Properties Trust, Inc.PUT350,000$1,620,500
Q1 2026DELLDell Technologies Inc.CALL6,700$1,099,671
Q1 2026EOGEOG Resources, Inc.CALL6,900$997,533
Q1 2026MPCMarathon Petroleum CorporationCALL4,000$976,720
Q1 2026NFLXNetflix, Inc.CALL10,100$971,115
Q1 2026COPConocoPhillipsCALL7,300$963,600
Q1 2026CVXChevron CorporationCALL4,500$931,050
Q1 2026XOMExxon Mobil CorporationCALL5,400$916,164
Q1 2026KMIKinder Morgan, Inc.CALL26,600$891,898
Q1 2026ROSTRoss Stores, Inc.PUT4,100$888,183
Q1 2026WMBWilliams Companies, Inc. (The)PUT12,200$887,916
Q1 2026TAT&T Inc.CALL30,500$884,195
Q1 2026GEVGE Vernova Inc.CALL1,000$872,900
Q1 2026PFEPfizer, Inc.PUT31,000$870,480
Q1 2026DUKDuke Energy Corporation (HoldinPUT6,600$864,204
Q1 2026PLTRPalantir Technologies Inc.CALL5,900$863,052
Q1 2026TGTTarget CorporationPUT7,100$860,520
Q1 2026SOSouthern Company (The)PUT8,900$859,028
Q1 2026OKEONEOK, Inc.CALL9,500$858,705
Q1 2026PSXPhillips 66PUT4,700$856,246
Q1 2026LINLindePUT1,700$842,792
Q1 2026BKNGBooking Holdings Inc. Common StCALL200$842,064
Q1 2026TMUST-Mobile US, Inc.CALL4,000$840,120
Q1 2026AEPAmerican Electric Power CompanyCALL6,400$838,912
Q1 2026APPApplovin CorporationCALL2,100$835,800
Q1 2026ALLAllstate Corporation (The)CALL4,000$829,360
Q1 2026VZVerizon Communications Inc.CALL16,500$828,300
Q1 2026SLBSchlumberger N.V.CALL16,100$827,379
Q1 2026WMWaste Management, Inc.CALL3,600$827,244
Q1 2026INTUIntuit Inc.CALL1,900$821,522
Q1 2026ABNBAirbnb, Inc.PUT6,500$820,820
Q1 2026MOAltria Group, Inc.CALL12,400$818,276
Q1 2026NEENextEra Energy, Inc.CALL8,800$817,344
Q1 2026GLWCorning IncorporatedCALL6,000$815,820
Q1 2026CBChubb LimitedCALL2,500$814,825
Q1 2026APDAir Products and Chemicals, IncCALL2,800$813,372
Q1 2026CSXCSX CorporationPUT19,800$812,790
Q1 2026FASTFastenal CompanyCALL17,500$812,000
Q1 2026DLRDigital Realty Trust, Inc.CALL4,500$810,945
Q1 2026WELLWelltower Inc.PUT4,100$810,611
Q1 2026CEGConstellation Energy CorporatioCALL2,900$809,825
Q1 2026SPGIS&P Global Inc.CALL1,900$808,146
Q1 2026JNJJohnson & JohnsonPUT3,300$806,652
Q1 2026MRKMerck & Company, Inc.CALL6,700$805,943
Q1 2026TJXTJX Companies, Inc. (The)CALL5,000$798,500
Q1 2026CMECME Group Inc.PUT2,700$797,445
Q1 2026COSTCostco Wholesale CorporationCALL800$797,144
Q1 2026NOWServiceNow, Inc.CALL7,600$794,580
Q1 2026PGRProgressive Corporation (The)CALL4,000$792,960
Q1 2026AMZNAmazon.com, Inc.CALL3,800$791,426
Q1 2026CSCOCisco Systems, Inc.CALL10,200$791,418
Q1 2026DDominion Energy, Inc.PUT12,800$791,296
Q1 2026HLTHilton Worldwide Holdings Inc.CALL2,600$790,608
Q1 2026DEDeere & CompanyPUT1,400$788,620
Q1 2026TRVThe Travelers Companies, Inc.CALL2,700$787,536
Q1 2026ETNEatonCALL2,200$786,874
Q1 2026AAPLApple Inc.CALL3,100$786,749
Q1 2026UNHUnitedHealth Group IncorporatedCALL2,900$784,711
Q1 2026UBERUber Technologies, Inc.CALL10,900$784,037
Q1 2026CRMSalesforce, Inc.CALL4,200$784,014
Q1 2026MDLZMondelez International, Inc.CALL13,600$783,904
Q1 2026FDXFedEx CorporationPUT2,200$783,596
Q1 2026HWMHowmet Aerospace Inc.CALL3,400$783,564
Q1 2026KOCoca-Cola Company (The)CALL10,300$783,315
Q1 2026CCitigroup, Inc.CALL6,900$782,529
Q1 2026FCXFreeport-McMoRan, Inc.CALL13,300$781,774
Q1 2026ORCLOracle CorporationCALL5,300$779,683
Q1 2026AMTAmerican Tower Corporation (REIPUT4,500$776,610
Q1 2026UNPUnion Pacific CorporationPUT3,200$776,384
Q1 2026FTNTFortinet, Inc.CALL9,500$776,340
Q1 2026ORLYO'Reilly Automotive, Inc.CALL8,400$775,404
Q1 2026AMGNAmgen Inc.CALL2,200$774,070
Q1 2026AMDAdvanced Micro Devices, Inc.CALL3,800$773,034
Q1 2026REGNRegeneron Pharmaceuticals, Inc.CALL1,000$772,640
Q1 2026RTXRTX CorporationCALL4,000$771,600
Q1 2026ORealty Income CorporationCALL12,600$770,868
Q1 2026ICEIntercontinental Exchange Inc.CALL4,900$770,672
Q1 2026ABNBAirbnb, Inc.CALL6,100$770,308
Q1 2026PANWPalo Alto Networks, Inc.CALL4,800$769,536
Q1 2026BLKBlackRockCALL800$769,368
Q1 2026HONHoneywell International Inc.CALL3,400$768,502
Q1 2026AFLAFLAC IncorporatedCALL7,000$767,970
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL1,600$766,720
Q1 2026VLOValero Energy CorporationPUT3,100$765,948
Q1 2026ADIAnalog Devices, Inc.PUT2,400$763,536
Q1 2026MMCMarsh & McLennan Companies, IncPUT4,400$763,180
Q1 2026SNDKSanDiskCALL1,200$762,408
Q1 2026SCHWCharles Schwab Corporation (TheCALL8,100$761,238
Q1 2026JCIJohnson Controls International PUT5,800$759,510

Notional value represents the total exposure of the options position.