Hudson Bay Capital Management LP

STAMFORD, CT · CIK 1393825 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$40.7bn
Staff418 · 153 in investment roles
Main clients (by assets)Private funds 100%
Private funds11 (11 hedge) · $41.7bn gross assets
Websitehudsonbaycapital.com
Form ADV · 2026-08-31SEC adviser record

Legal entityHUDSON BAY CAPITAL MANAGEMENT LP (US)

$21.3bn reported value +28.2% vs Q1 2026

1,210positions

31.8%in top 10

414 new 237 added 286 reduced 465 sold out vs Q1 2026

Options: 49 call positions ($1.3bn notional), 76 put positions ($14.2bn notional) – listed below, not included above.

This report includes the holdings of 2 other managers that share the investment decisions:

Hudson Bay Capital Management (DIFC) Ltd. – reports through this filing
Hudson Bay Capital UK LLP – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	4,119,525	$981.8m4.60%	4.60%	Added +1.2m	+1,168,128 39.6%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,933,095	$923.2m4.33%	4.33%	Added +1.2m	+1,216,396 169.7%
3	TESLA INC COM TSLA	TSLA	2,053,052	$863.5m4.05%	4.05%	Added +155.4k	+155,437 8.2%
4	NVIDIA CORPORATION COM NVDA	NVDA	3,927,100	$785.8m3.68%	3.68%	Reduced -1.3m	-1,291,194 -24.7%
5	SANDISK CORP COM SNDK	SNDK	306,118	$696.0m3.26%	3.26%	New
6	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,642,150	$658.3m3.09%	3.09%	Added +2.9m	+2,933,931 108.3%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,564,152	$559.0m2.62%	2.62%	Added +1.3m	+1,251,479 400.2%
8	ECHOSTAR CORP NOTE 3.875%11/3 · principal ECHO 3.875 11.30.30 · principal	ECHO 3.875 11.30.30	163,372,072	$511.2m2.40%	2.40%	Added +32.2m	+32,168,000 24.5%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	818,279	$409.5m1.92%	1.92%	Added +53.0k	+53,013 6.9%
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	685,802	$398.4m1.87%	1.87%	Reduced -937.0k	-937,008 -57.7%
11	MICROSOFT CORP COM MSFT	MSFT	1,041,517	$388.5m1.82%	1.82%	Added +312.1k	+312,132 42.8%
12	META PLATFORMS INC CL A META	META	511,031	$287.9m1.35%	1.35%	Added +458.3k	+458,270 868.6%
13	PG&E CORP NOTE 4.250%12/0 · principal PCG 4.25 12.01.27 · principal	PCG 4.25 12.01.27	273,895,000	$280.4m1.32%	1.32%	Added +10.0m	+10,000,000 3.8%
14	INTEL CORP COM INTC	INTC	1,983,366	$276.9m1.30%	1.30%	Added +62.6k	+62,590 3.3%
15	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,564,348	$267.3m1.25%	1.25%	New
16	ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0 · principal BABA 0.5 06.01.31 · principal	BABA 0.5 06.01.31	184,500,000	$217.8m1.02%	1.02%	Reduced -10.0m	-10,000,000 -5.1%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	588,332	$207.9m0.97%	0.97%	Added +586.4k	+586,414 30574.2%
18	FIRSTENERGY CORP NOTE 3.625% 1/1 · principal FE 3.625 01.15.29 · principal	FE 3.625 01.15.29	189,240,000	$206.6m0.97%	0.97%	New
19	NETFLIX INC COM NFLX	NFLX	2,865,240	$204.6m0.96%	0.96%	Reduced -1.7m	-1,715,579 -37.5%
20	SYNOPSYS INC COM SNPS	SNPS	438,900	$195.8m0.92%	0.92%	Added +396.9k	+396,899 945.0%
21	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	390,440	$193.9m0.91%	0.91%	Added +345.4k	+345,440 767.6%
22	TRANSOCEAN INC DEB 4.625% 9/3 · principal RIG 4.625 09.30.29 * · principal	RIG 4.625 09.30.29 *	120,378,000	$185.8m0.87%	0.87%	Reduced -10.9m	-10,865,000 -8.3%
23	ELECTRONIC ARTS INC COM EA	EA	900,734	$184.7m0.87%	0.87%	Added +172.0k	+172,047 23.6%
24	APPLE INC COM AAPL	AAPL	631,092	$182.6m0.86%	0.86%	Reduced -1.4m	-1,408,423 -69.1%
25	BOFA FIN LLC MTNF 0.600% 5/2 · principal BAC 0.6 05.25.27 MTN · principal	BAC 0.6 05.25.27 MTN	130,308,000	$164.3m0.77%	0.77%	Unchanged
26	NORFOLK SOUTHN CORP COM NSC	NSC	486,264	$153.0m0.72%	0.72%	Added +73.7k	+73,711 17.9%
27	DOLLAR TREE INC COM DLTR	DLTR	1,261,436	$152.6m0.72%	0.72%	Added +132.4k	+132,436 11.7%
28	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	5,589,805	$149.0m0.70%	0.70%	Added +797.8k	+797,751 16.6%
29	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	9,734,256	$145.4m0.68%	0.68%	Reduced -25.0m	-24,955,183 -71.9%
30	ABBOTT LABS COM ABT	ABT	1,600,000	$145.2m0.68%	0.68%	Added +1.5m	+1,525,000 2033.3%
31	UNITI GROUP LLC NOTE 7.500%12/0 · principal UNIT 7.5 12.01.27 · principal	UNIT 7.5 12.01.27	116,770,000	$140.9m0.66%	0.66%	Reduced -350.0k	-350,000 -0.3%
32	ADOBE INC COM ADBE	ADBE	665,580	$136.5m0.64%	0.64%	Added +237.1k	+237,080 55.3%
33	VISA INC COM CL A V	V	391,180	$134.2m0.63%	0.63%	New
34	AKAMAI TECHNOLOGIES INC NOTE 0.250% 5/1 · principal AKAM 0.25 05.15.33 · principal	AKAM 0.25 05.15.33	90,898,000	$132.9m0.62%	0.62%	New
35	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	327,000	$130.0m0.61%	0.61%	Added +227.0k	+227,000 227.0%
36	BLOOM ENERGY CORP COM CL A BE	BE	421,220	$127.5m0.60%	0.60%	Added +100.0k	+99,954 31.1%
37	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	1,344,000	$122.6m0.57%	0.57%	Added +1.3m	+1,302,966 3175.3%
38	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	1,066,000	$121.7m0.57%	0.57%	Added +116.0k	+116,000 12.2%
39	ELI LILLY & CO COM LLY	LLY	100,000	$119.9m0.56%	0.56%	Added +33.0k	+32,996 49.2%
40	SUPER MICRO COMPUTER INC 7 DEP CM SR A WI SMCI 7 06.01.29	SMCI 7 06.01.29	2,225,000	$114.2m0.54%	0.54%	New
41	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	143,000	$106.8m0.50%	0.50%	Reduced -110.5k	-110,545 -43.6%
42	UBER TECHNOLOGIES INC NOTE 5/1 · principal UBER 0 05.15.28 · principal	UBER 0 05.15.28	91,966,000	$106.5m0.50%	0.50%	New
43	ARISTA NETWORKS INC COM SHS ANET	ANET	623,500	$105.9m0.50%	0.50%	Reduced -163.0k	-163,000 -20.7%
44	UNITEDHEALTH GROUP INC COM UNH	UNH	254,280	$105.7m0.50%	0.50%	Reduced -445.7k	-445,720 -63.7%
45	AMGEN INC COM AMGN	AMGN	281,000	$101.8m0.48%	0.48%	New
46	ABBVIE INC COM ABBV	ABBV	402,440	$101.3m0.47%	0.47%	Added +382.4k	+382,430 1911.2%
47	AMERICAN HEALTHCARE REIT INC COM SHS AHR	AHR	1,906,718	$99.4m0.47%	0.47%	Added +711.1k	+711,105 59.5%
48	INTEGER HLDGS CORP COM ITGR	ITGR	1,000,000	$93.5m0.44%	0.44%	Unchanged
49	PEABODY ENERGY CORP COM BTU	BTU	3,882,918	$89.8m0.42%	0.42%	Added +1.6m	+1,644,562 73.5%
50	HOME DEPOT INC COM HD	HD	237,975	$83.9m0.39%	0.39%	Added +226.7k	+226,745 2019.1%
51	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	64,368	$80.7m0.38%	0.38%	Added +28.2k	+28,176 77.8%
52	EOS ENERGY ENTERPRISES INC COM CL A EOSE	EOSE	13,683,634	$80.5m0.38%	0.38%	New
53	PARKER-HANNIFIN CORP COM PH	PH	77,844	$76.1m0.36%	0.36%	Added +65.7k	+65,693 540.6%
54	BLACKROCK INC COM BLK	BLK	77,656	$74.7m0.35%	0.35%	Added +61.9k	+61,866 391.8%
55	MORGAN STANLEY COM NEW MS	MS	355,511	$74.3m0.35%	0.35%	Added +181.0k	+181,029 103.8%
56	WALMART INC COM WMT	WMT	632,917	$71.7m0.34%	0.34%	Added +575.1k	+575,111 994.9%
57	WEBSTER FINL CORP COM WBS	WBS	912,247	$69.7m0.33%	0.33%	Reduced -287.0k	-287,002 -23.9%
58	ENTERGY CORP NEW COM ETR	ETR	569,554	$65.4m0.31%	0.31%	Added +41.0k	+40,988 7.8%
59	NORTHWESTERN ENERGY GROUP IN COM NEW NWE	NWE	903,026	$64.7m0.30%	0.30%	Added +278.0k	+278,017 44.5%
60	ROKU INC COM CL A ROKU	ROKU	465,000	$64.2m0.30%	0.30%	Added +449.4k	+449,405 2881.7%
61	WELLS FARGO CO NEW COM WFC	WFC	777,069	$64.2m0.30%	0.30%	Added +119.9k	+119,879 18.2%
62	PENUMBRA INC COM PEN	PEN	203,138	$64.1m0.30%	0.30%	Reduced -145.9k	-145,900 -41.8%
63	AMERICAN ELEC PWR CO INC COM AEP	AEP	450,653	$61.7m0.29%	0.29%	Added +154.9k	+154,871 52.4%
64	CAPITAL ONE FINL CORP COM COF	COF	303,740	$60.9m0.29%	0.29%	Added +43.0k	+42,950 16.5%
65	MONSTER BEVERAGE CORP NEW COM MNST	MNST	626,812	$60.2m0.28%	0.28%	Added +64.8k	+64,812 11.5%
66	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	1,740,400	$59.2m0.28%	0.28%	Added +431.3k	+431,300 33.0%
67	NEOGEN CORP COM NEOG	NEOG	6,500,000	$58.4m0.27%	0.27%	Reduced -180	-180 0.0%
68	UNITED AIRLS HLDGS INC COM UAL	UAL	425,772	$57.9m0.27%	0.27%	Added +29.3k	+29,313 7.4%
69	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	200,000	$56.2m0.26%	0.26%	New
70	SUN CMNTYS INC COM SUI	SUI	463,853	$55.6m0.26%	0.26%	Added +310.0k	+310,035 201.6%
71	AIRBNB INC COM CL A ABNB	ABNB	369,225	$52.8m0.25%	0.25%	Added +62.2k	+62,225 20.3%
72	NNN REIT INC COM NNN	NNN	1,102,191	$51.3m0.24%	0.24%	Reduced -8.2k	-8,207 -0.7%
73	TXNM ENERGY INC COM TXNM	TXNM	888,032	$50.4m0.24%	0.24%	Added +95.9k	+95,922 12.1%
74	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	1,895,000	$48.5m0.23%	0.23%	Added +1.5m	+1,544,590 440.8%
75	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	825,002	$47.2m0.22%	0.22%	Reduced -149.8k	-149,774 -15.4%
76	UDR INC COM UDR	UDR	1,180,557	$47.1m0.22%	0.22%	Added +391.4k	+391,376 49.6%
77	ECHOSTAR CORP CL A ECHO	ECHO	457,719	$46.5m0.22%	0.22%	Added +292.6k	+292,565 177.2%
78	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	148,720	$44.8m0.21%	0.21%	Added +108.7k	+108,720 271.8%
79	KEEL INFRASTRUCTURE CORP COM SHS KEEL	KEEL	7,698,729	$44.2m0.21%	0.21%	New
80	CORE SCIENTIFIC INC NEW *W EXP 01/23/202 CORZW	CORZW	2,299,662	$43.3m0.20%	0.20%	Added +709.0k	+709,002 44.6%
81	DIGITAL RLTY TR INC COM DLR	DLR	241,081	$43.3m0.20%	0.20%	New
82	AUTOZONE INC COM AZO	AZO	13,500	$43.1m0.20%	0.20%	Unchanged
83	NCR ATLEOS CORPORATION COM SHS NATL	NATL	992,914	$43.1m0.20%	0.20%	New
84	KENVUE INC COM KVUE	KVUE	2,195,000	$41.9m0.20%	0.20%	Reduced -1.9m	-1,890,000 -46.3%
85	FIRSTENERGY CORP COM FE	FE	854,839	$40.6m0.19%	0.19%	Reduced -201.3k	-201,298 -19.1%
86	FOUR CORNERS PPTY TR INC COM FCPT	FCPT	1,631,387	$40.1m0.19%	0.19%	New
87	FIRSTENERGY CORP NOTE 3.875% 1/1 · principal FE 3.875 01.15.31 · principal	FE 3.875 01.15.31	36,000,000	$40.0m0.19%	0.19%	New
88	XCEL ENERGY INC COM XEL	XEL	491,605	$39.5m0.19%	0.19%	Added +20.0k	+19,972 4.2%
89	LPL FINL HLDGS INC COM LPLA	LPLA	138,214	$38.9m0.18%	0.18%	Added +2.9k	+2,890 2.1%
90	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	52,836	$38.9m0.18%	0.18%	Added +26.8k	+26,836 103.2%
91	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	174,672	$38.6m0.18%	0.18%	New
92	AMEREN CORP COM AEE	AEE	341,487	$38.6m0.18%	0.18%	Reduced -32.0k	-32,029 -8.6%
93	HOWMET AEROSPACE INC COM HWM	HWM	141,770	$38.1m0.18%	0.18%	New
94	OMEGA HEALTHCARE INVS INC COM OHI	OHI	799,358	$38.1m0.18%	0.18%	New
95	ACADIA RLTY TR COM SH BEN INT AKR	AKR	1,774,333	$37.1m0.17%	0.17%	Added +173.0k	+172,964 10.8%
96	ALPHABET INC DEP SHS RP1/20 B GOOGL 6.25 05.15.29 B	GOOGL 6.25 05.15.29 B	740,000	$37.1m0.17%	0.17%	New
97	JPMORGAN CHASE & CO COM JPM	JPM	109,391	$35.8m0.17%	0.17%	Reduced -88.4k	-88,385 -44.7%
98	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	1,725,000	$35.1m0.16%	0.16%	New
99	NOVO-NORDISK A S ADR NVO	NVO	730,000	$35.0m0.16%	0.16%	Added +605.0k	+604,962 483.8%
100	TELEPHONE & DATA SYS INC COM NEW TDS	TDS	942,129	$34.9m0.16%	0.16%	Added +123.4k	+123,429 15.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICRON TECHNOLOGY INC MU	MU	500,070	$168.9m500.1k shares
BROADCOM INC AVGO	AVGO	500,002	$154.8m500.0k shares
DISNEY WALT CO DIS	DIS	1,100,000	$106.0m1.1m shares
AVIS BUDGET GROUP CAR	CAR	500,000	$72.9m500.0k shares
MASIMO CORP MASI	MASI	330,679	$58.8m330.7k shares
POWER INTEGRATIONS INC POWI	POWI	1,000,000	$51.2m1.0m shares
ENVIRI CORP		2,500,300	$49.1m2.5m shares
VALARIS LTD VAL	VAL	499,604	$49.0m499.6k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	1,190,416	$47.9m1.2m shares
WELLTOWER INC WELL	WELL	235,296	$46.5m235.3k shares
NETSTREIT CORP NTST	NTST	2,245,391	$42.3m2.2m shares
EASTGROUP PPTYS INC EGP	EGP	197,582	$36.6m197.6k shares
DUKE ENERGY CORP NEW DUK	DUK	188,498	$24.7m188.5k shares
PUBLIC STORAGE PSA	PSA	87,775	$23.8m87.8k shares
IRON MTN INC DEL IRM	IRM	190,884	$19.5m190.9k shares
TERNS PHARMACEUTICALS INC		360,878	$19.0m360.9k shares
CLEARWATER ANALYTICS HLDGS I		762,870	$18.0m762.9k shares
FIFTH THIRD BANCORP FITB	FITB	355,240	$16.5m355.2k shares
EQUITY RESIDENTIAL VMRK	VMRK	273,173	$16.2m273.2k shares
ABIVAX SA ABVX	ABVX	139,379	$15.5m139.4k shares
HUNTINGTON BANCSHARES INC HBAN	HBAN	947,258	$14.8m947.3k shares
DAY ONE BIOPHARMACEUTICALS I		670,000	$14.4m670.0k shares
PROASSURANCE CORP PRA	PRA	575,000	$14.2m575.0k shares
ARCELLX INC ACLX	ACLX	122,900	$14.1m122.9k shares
ATLASSIAN CORPORATION TEAM	TEAM	206,000	$14.1m206.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Put	TSLA	Put	2,818,600	$1.2bn2.8m shares	Added
AMAZON COM INC AMZN · Put	AMZN	Put	4,747,000	$1.1bn4.7m shares	Added
NVIDIA CORPORATION NVDA · Put	NVDA	Put	4,707,700	$942.0m4.7m shares	Reduced
ISHARES TR IWM · Put	IWM	Put	3,112,500	$935.2m3.1m shares	Reduced
TAIWAN SEMICONDUCTOR MFG LTD TSM · Put	TSM	Put	1,950,000	$931.3m1.9m shares	Added
ADVANCED MICRO DEVICES INC AMD · Put	AMD	Put	1,411,100	$819.7m1.4m shares	Reduced
PALANTIR TECHNOLOGIES INC PLTR · Put	PLTR	Put	6,494,700	$757.7m6.5m shares	Added
SANDISK CORP SNDK · Put	SNDK	Put	304,800	$693.0m304.8k shares	New
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	761,600	$568.7m761.6k shares	Reduced
ALPHABET INC GOOGL · Put	GOOGL	Put	1,485,000	$530.7m1.5m shares	Added
BERKSHIRE HATHAWAY INC DEL BRK.B · Put	BRK.B	Put	918,600	$459.7m918.6k shares	Added
MICROSOFT CORP MSFT · Put	MSFT	Put	1,005,000	$374.9m1.0m shares	Added
NETFLIX INC NFLX · Put	NFLX	Put	4,451,000	$317.8m4.5m shares	Reduced
INVESCO QQQ TR QQQ · Put	QQQ	Put	419,200	$308.7m419.2k shares	Added
DOLLAR TREE INC DLTR · Put	DLTR	Put	2,050,000	$247.9m2.0m shares	Added
ADVANCED MICRO DEVICES INC AMD · Call	AMD	Call	424,000	$246.3m424.0k shares	Added
ALPHABET INC GOOG · Put	GOOG	Put	640,000	$226.1m640.0k shares	Added
APPLE INC AAPL · Put	AAPL	Put	764,000	$221.1m764.0k shares	Reduced
SYNOPSYS INC SNPS · Put	SNPS	Put	400,000	$178.4m400.0k shares	New
INTEL CORP INTC · Put	INTC	Put	1,220,000	$170.3m1.2m shares	Reduced
APPLE INC AAPL · Call	AAPL	Call	582,600	$168.6m582.6k shares	Added
ISHARES TR HYG · Put	HYG	Put	2,000,000	$159.9m2.0m shares	Reduced
UNITEDHEALTH GROUP INC UNH · Put	UNH	Put	375,000	$155.9m375.0k shares	Reduced
WARNER BROS DISCOVERY INC WBD · Put	WBD	Put	5,766,900	$153.7m5.8m shares	Added
AMERICAN AIRLS GROUP INC AAL · Put	AAL	Put	7,694,800	$139.0m7.7m shares	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
QUETTA ACQUISITION CORP QETA · 13G · filed 2025-04-04	QETA	13.8%≈ $5.9m	new	13G	2025-04-04
PANTAGES CAPITAL ACQUISITION PGAC · 13G · filed 2026-07-02	PGAC	13.3%≈ $4.2m	new	13G	2026-07-02
PICARD MEDICAL INC 13G · filed 2026-08-07		10.0%≈ $1.9m	+1.3 pts	13G	2026-08-07
SURF AIR MOBILITY INC SRFM · 13G · filed 2026-02-10	SRFM	10.0%≈ $9.0m	new	13G	2026-02-10
FG IMPERII ACQUISITION CORP FGIIU · 13G · filed 2026-05-11	FGIIU	8.5%≈ $19.5m	new	13G	2026-05-11
EVERGREEN CORPORATION 13G · filed 2025-05-14		7.3%	new	13G	2025-05-14
RRE VENTURES ACQUISITION COR RREV · 13G · filed 2026-08-10	RREV	6.4%≈ $15.8m	new	13G	2026-08-10
RITHM ACQUISITION CORP RAC · 13G · filed 2026-05-11	RAC	6.3%≈ $15.7m	-1.8 pts	13G	2026-05-11
GSR V ACQUISITION CORP GSRVU · 13G · filed 2026-08-10	GSRVU	6.1%	new	13G	2026-08-10
ORIGIN INVT CORP I ORIQ · 13G · filed 2025-11-12	ORIQ	5.8%≈ $5.2m	new	13G	2025-11-12
INFLECTION PT ACQUISITION CO 13G · filed 2026-08-07		5.8%≈ $15.5m	-1.3 pts	13G	2026-08-07
JACKSON ACQUISITION CO II JACS · 13G · filed 2025-08-08	JACS	5.6%≈ $14.2m	new	13G	2025-08-08
TEAMSHARES INC TMS · 13G · filed 2026-08-10	TMS	5.5%≈ $33.4m	new	13G	2026-08-10
RIBBON ACQUISITION CORP RIBBU · 13G · filed 2026-05-12	RIBBU	5.2%	new	13G	2026-05-12
SPRINGWORKS THERAPEUTICS INC SWTX · 13G · filed 2025-08-08	SWTX	5.2%	new	13G	2025-08-08
MALLINCKRODT PLC MNKPF · 13G · filed 2026-02-11	MNKPF	5.2%	-1.1 pts	13G	2026-02-11
ALUSSA ENERGY ACQUISIT CORP ALUB · 13G · filed 2026-02-10	ALUB	5.2%≈ $14.9m	new	13G	2026-02-10
MESHFLOW ACQUISITION CORP MESH · 13G · filed 2026-05-12	MESH	5.1%≈ $17.6m	new	13G	2026-05-12