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Holders — by stockHoldings — by fund

EQUITEC PROPRIETARY MARKETS, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1143261

$559.3M

disclosed book value

62

positions

55.8%

largest position share

Positions, as of 2026-06-30

top 98 of 62 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1APLDAPPLIED DIGITAL CORP8.4M$312.3M55.8%
2GSATGLOBALSTAR INCCALL421,000$34.2M6.1%
3RILYBRC GROUP HOLDINGS INC3.4M$27.3M4.9%
4ZIM INTEGRATED SHIPPING SERVPUT839,300$21.8M3.9%
5ZIM INTEGRATED SHIPPING SERV724,500$18.8M3.4%
6EA*ELECTRONIC ARTS INCPUT83,100$17.0M3%
7EA*ELECTRONIC ARTS INC52,900$10.8M1.9%
8JANUS HENDERSON GROUP PLCPUT192,000$10.0M1.8%
9BWBABCOCK & WILCOX ENTERPRISES697,221$9.8M1.8%
10WBDWARNER BROS DISCOVERY INCCALL361,800$9.6M1.7%
11JANUS HENDERSON GROUP PLC172,767$9.0M1.6%
12PENPENUMBRA INCCALL27,900$8.8M1.6%
13AMZNAMAZON COM INCCALL33,700$8.0M1.4%
14GSATGLOBALSTAR INCPUT86,900$7.1M1.3%
15PENPENUMBRA INCPUT18,500$5.8M1%
16BHFBRIGHTHOUSE FINL INCPUT66,000$4.2M0.7%
17PSPERSHING SQUARE INC116,500$3.8M0.7%
18WOLFWOLFSPEED INCPUT78,100$3.8M0.7%
19PSUSPERSHING SQUARE USA LTD98,489$3.7M0.7%
20EA*ELECTRONIC ARTS INCCALL15,400$3.2M0.6%
21BSXBOSTON SCIENTIFIC CORPCALL50,500$2.2M0.4%
22BHFBRIGHTHOUSE FINL INC34,020$2.2M0.4%
23WOLFWOLFSPEED INCCALL41,300$2.0M0.4%
24BLD*TOPBUILD CORCALL5,000$1.8M0.3%
25TWOTWO HARBORS INVENTMENT CORPOPUT139,700$1.7M0.3%
26AMPGAMPLITECH GROUP INCCALL246,500$1.7M0.3%
27WBDWARNER BROS DISCOVERY INCPUT55,900$1.5M0.3%
28XOMA ROYALTY CORPORATIONPUT28,000$1.2M0.2%
29ESPERION THERAPEUTICS INC NE345,800$1.1M0.2%
30ESPERION THERAPEUTICS INC NEPUT335,800$1.1M0.2%
31BLD*TOPBUILD CORPUT2,900$1.0M0.2%
32MUMICRON TECHNOLOGY INCCALL800$923,4320.2%
33MUMICRON TECHNOLOGY INCPUT800$923,4320.2%
34AESAES CORP61,000$894,2600.2%
35AESAES CORPPUT61,000$894,2600.2%
36BSXBOSTON SCIENTIFIC CORP20,824$888,7680.2%
37WBDWARNER BROS DISCOVERY INC29,800$794,4680.1%
38BHFBRIGHTHOUSE FINL INCCALL10,000$633,0000.1%
39PSKYPARAMOUNT SKYDANCE CORPCALL49,700$490,0420.1%
40AMPGZAMPLITECH GROUP INC334,760$485,4020.1%
41ESPERION THERAPEUTICS INC NECALL142,100$449,0360.1%
42NUVALENT INC3,500$432,2500.1%
43NUVALENT INCPUT3,500$432,2500.1%
44AMZNAMAZON COM INCPUT1,500$357,5100.1%
45PSKYPARAMOUNT SKYDANCE CORPPUT35,800$352,9880.1%
46PSKYPARAMOUNT SKYDANCE CORP35,800$352,9880.1%
47OPTUOPTIMUM COMMUNICATIONS INC213,800$310,0100.1%
48BLD*TOPBUILD COR819$290,3600.1%
49TWOTWO HARBORS INVENTMENT CORPO21,600$268,0560%
50OPTUOPTIMUM COMMUNICATIONS INCPUT153,900$223,1550%
51AMPGAMPLITECH GROUP INCPUT31,200$217,1520%
52SSTKSHUTTERSTOCK INCCALL15,000$209,2500%
53SSTKSHUTTERSTOCK INC13,500$188,3250%
54ZIM INTEGRATED SHIPPING SERVCALL7,000$182,0000%
55QXOQXO INCCALL9,200$158,9760%
56ACLSAXCELIS TECHNOLOGIES INCCALL800$151,5600%
57ACLSAXCELIS TECHNOLOGIES INC700$132,6150%
58YEXTYEXT INC28,100$131,2270%
59YEXTYEXT INCPUT28,100$131,2270%
60OGNORGANON & COPUT8,900$120,5060%
61OGNORGANON & CO7,300$98,8420%
62THERAVANCE BIOPHARMA INC5,000$85,0000%
63THERAVANCE BIOPHARMA INCPUT5,000$85,0000%
64SSTKSHUTTERSTOCK INCPUT5,000$69,7500%
65TLTISHARES TR800$69,1360%
66GETYGETTY IMAGES HOLDINGS INCPUT61,000$53,6250%
67TWOTWO HARBORS INVENTMENT CORPOCALL3,800$47,1580%
68TECHBIO-TECHNE CORPPUT500$35,3250%
69TECHBIO-TECHNE CORP450$31,7930%
70LVWRLIVEWIRE GROUP INCCALL20,000$22,4000%
71AMPGAMPLITECH GROUP INC2,679$18,6460%
72GOOGALPHABET INC50$17,6670%
73PMCBPHARMACYTE BIOTECH INC22,227$17,1150%
74BBAI/WSBIGBEAR AI HLDGS INC30,000$10,6500%
75AWREAWARE INC MASS7,000$9,4500%
76TMCTMC THE METALS COMPANY INC2,000$8,8600%
77LVWR/WSLIVEWIRE GROUP INC334,699$6,6940%
78ALPHA TAU MEDICAL LTD1,900$5,6050%
79NIOBWNIOCORP DEVS LTD4,000$5,6000%
80JDJD.COM INC125$3,1850%
81AMPLITECH GROUP INC1,507$2,9690%
82GMEGAMESTOP CORP125$2,7600%
83WEATTEUCRIUM COMMODITY TR100$2,2030%
84MJAMPLIFY ETF TR83$2,1370%
85SABRSABRE CORP1,000$2,0900%
86REAXTHE REAL BROKERAGE INCPUT1,000$1,8200%
87REAXTHE REAL BROKERAGE INC1,000$1,8200%
88SPYSTATE STR SPDR S&P 500 ETF T2$1,4940%
89HEHAWAIIAN ELEC INDS INC MTN B75$1,0150%
90ICUCWSEASTAR MEDICAL HOLDING CORP35,700$6180%
91CLSKWCLEANSPARK INC2,045$6140%
92UVXYPROSHARES TR II20$4980%
93AMCAMC ENTMT HLDGS INC150$2850%
94BACBANK OF AMER CORP2$1140%
95ASSTSTRIVE INC8$870%
96PARAWBANZAI INTERNATIONAL INC5,000$490%
97GME/WSGAMESTOP CORP NEW12$330%
98ANGHAMI INC2,500$160%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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