Ursa Fund Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Ursa Fund Management, Llc disclosed 15 stock positions valued at approximately $385.30M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, TESLA INC, and AMAZON COM INC.

Report Period
June 30, 2026
No. of Stocks
15
Portfolio Value
$385.30M
Holdings by Sector
Ursa Fund Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICRON TECHNOLOGY INCMUTechnology37.45%125,000+125,000+100.00%$144,286,250
TESLA INCTSLAConsumer Cyclical32.75%300,000+249,100+489.39%$126,180,000
AMAZON COM INCAMZNConsumer Cyclical9.28%150,000+150,000+100.00%$35,751,000
GABELLI EQUITY TR INCGABFinancial Services8.16%5,555,196+5,187,272+1409.88%$31,442,409
COLUMBIA FINL INCCLBKFinancial Services7.03%1,275,888+775,888+155.18%$27,074,343
EOS ENERGY ENTERPRISES INCEOSEIndustrials1.89%1,235,459+1,235,459+100.00%$7,264,499
NORTHFIELD BANCORP INC DELNFBKFinancial Services1.53%400,000+300,000+300.00%$5,892,000
ISHARES BITCOIN TRUST ETFIBITOther0.64%74,400+6,400+9.41%$2,476,776
OPTIMUM COMMUNICATIONS INCATUSCommunication Services0.53%1,407,850+1,407,850+100.00%$2,041,383
SHUTTERSTOCK INCSSTKCommunication Services0.08%22,138+22,138+100.00%$308,825
RE/MAX HLDGS INCRMAXReal Estate0.06%25,000+25,000+100.00%$246,500
PLUG PWR INCPLUGIndustrials0.05%75,000+75,000+100.00%$203,250
CANADIAN SOLAR INCCSIQTechnology0.04%10,000+10,000+100.00%$160,200
VIRGIN GALACTIC HOLDINGS INCSPCEIndustrials0.02%25,000+25,000+100.00%$72,250
GETTY IMAGES HOLDINGS INCGETYCommunication Services0.00%44+44+100.00%$38
Showing 15 of 15 holdings in the latest reporting period.
Ursa Fund Management, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MSFTMicrosoft CorporationPUT550,000$205,161,000
Q2 2026SPYSPDR S&P 500PUT75,000$56,007,750
Q2 2026CLBKColumbia Financial, Inc.CALL944,900$20,050,778
Q2 2026NVDANVIDIA CorporationPUT100,000$20,009,000
Q2 2026IWMiShares Russell 2000 ETFPUT50,000$15,022,500
Q2 2026KRESPDR S&P Regional Banking ETFPUT163,200$12,215,520
Q2 2026KRESPDR S&P Regional Banking ETFCALL160,000$11,976,000
Q2 2026EOSEEos Energy Enterprises, Inc.PUT1,508,500$8,869,980
Q2 2026RSPInvesco S&P 500 Equal Weight ETCALL20,000$4,255,400
Q2 2026BSXBoston Scientific CorporationCALL75,000$3,168,750
Q2 2026IBITiShares Bitcoin Trust ETFPUT70,000$2,330,300
Q2 2026ATUSAltice USA, Inc.PUT1,447,800$2,099,310
Q2 2026QXOQXO, Inc.CALL56,000$967,680
Q2 2026CLBKColumbia Financial, Inc.PUT10,800$229,176
Q2 2026GETYGetty Images Holdings, Inc.PUT203,100$174,666
Showing 15 of 15 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Ursa Fund Management, Llc Portfolio Stock Holdings | InsiderSet