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Hudson Bay Capital Management LP

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 1393825

$36.83B

disclosed book value

1,225

positions

3.2%

largest position share

Positions, as of 2026-06-30

top 100 of 1,225 · 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
1TSLATESLA INCPUT2.8M$1.19B3.2%
2AMZNAMAZON COM INCPUT4.7M$1.13B3.1%
3AMZNAMAZON COM INC4.1M$981.8M2.7%
4NVDANVIDIA CORPORATIONPUT4.7M$942.0M2.6%
5IWMISHARES TRPUT3.1M$935.2M2.5%
6TSMTAIWAN SEMICONDUCTOR MANUFACPUT1.9M$931.3M2.5%
7TSMTAIWAN SEMICONDUCTOR MANUFAC1.9M$923.2M2.5%
8TSLATESLA INC2.1M$863.5M2.3%
9AMDADVANCED MICRO DEVICES INCPUT1.4M$819.7M2.2%
10NVDANVIDIA CORPORATION3.9M$785.8M2.1%
11PLTRPALANTIR TECHNOLOGIES INCPUT6.5M$757.7M2.1%
12SNDKSANDISK CORP306,118$696.0M1.9%
13SNDKSANDISK CORPPUT304,800$693.0M1.9%
14PLTRPALANTIR TECHNOLOGIES INC5.6M$658.3M1.8%
15SPYSTATE STR SPDR S&P 500 ETF TPUT761,600$568.7M1.5%
16GOOGLALPHABET INC1.6M$559.0M1.5%
17GOOGLALPHABET INCPUT1.5M$530.7M1.4%
18ECHO 3.875 11/30/30ECHOSTAR CORP163.4M$511.2M1.4%
19BRK/BBERKSHIRE HATHAWAY INC DELPUT918,600$459.7M1.2%
20BRK/BBERKSHIRE HATHAWAY INC DEL818,279$409.5M1.1%
21AMDADVANCED MICRO DEVICES INC685,802$398.4M1.1%
22MSFTMICROSOFT CORP1.0M$388.5M1.1%
23MSFTMICROSOFT CORPPUT1.0M$374.9M1%
24NFLXNETFLIX INC.PUT4.5M$317.8M0.9%
25QQQINVESCO QQQ TRPUT419,200$308.7M0.8%
26METAMETA PLATFORMS INC511,031$287.9M0.8%
27PCG 4.25 12/01/27PG&E CORP273.9M$280.4M0.8%
28INTCINTEL CORP2.0M$276.9M0.8%
29SPCXSPACE EXPLORATION TECHN CORP1.6M$267.3M0.7%
30DLTRDOLLAR TREE INCPUT2.0M$247.9M0.7%
31AMDADVANCED MICRO DEVICES INCCALL424,000$246.3M0.7%
32GOOGALPHABET INCPUT640,000$226.1M0.6%
33AAPLAPPLE INCPUT764,000$221.1M0.6%
34BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD184.5M$217.8M0.6%
35GOOGALPHABET INC588,332$207.9M0.6%
36FIRSTENERGY CORP189.2M$206.6M0.6%
37NFLXNETFLIX INC.2.9M$204.6M0.6%
38SNPSSYNOPSYS INC438,900$195.8M0.5%
39VRTXVERTEX PHARMACEUTICALS INC390,440$193.9M0.5%
40TRANSOCEAN INC120.4M$185.8M0.5%
41EA*ELECTRONIC ARTS INC900,734$184.7M0.5%
42AAPLAPPLE INC631,092$182.6M0.5%
43SNPSSYNOPSYS INCPUT400,000$178.4M0.5%
44INTCINTEL CORPPUT1.2M$170.3M0.5%
45AAPLAPPLE INCCALL582,600$168.6M0.5%
46BAC 0.6 05/25/27 MTNBOFA FIN LLC130.3M$164.3M0.4%
47HYGISHARES TRPUT2.0M$159.9M0.4%
48UNHUNITEDHEALTH GROUP INCPUT375,000$155.9M0.4%
49WBDWARNER BROS DISCOVERY INCPUT5.8M$153.7M0.4%
50NSCNORFOLK SOUTHN CORP486,264$153.0M0.4%
51DLTRDOLLAR TREE INC1.3M$152.6M0.4%
52WBDWARNER BROS DISCOVERY INC5.6M$149.0M0.4%
53FLGFLAGSTAR BANK NATIONAL ASSOC9.7M$145.4M0.4%
54ABTABBOTT LABORATORIES1.6M$145.2M0.4%
55UNITI GROUP LLC116.8M$140.9M0.4%
56AALAMERICAN AIRLINES GROUP INCPUT7.7M$139.0M0.4%
57SHOPSHOPIFY INCPUT1.2M$138.8M0.4%
58ADBEADOBE INC665,580$136.5M0.4%
59ABTABBOTT LABORATORIESPUT1.5M$136.1M0.4%
60ADBEADOBE INCPUT662,900$135.9M0.4%
61SMHVANECK ETF TRUSTPUT205,300$134.7M0.4%
62VVISA INC391,180$134.2M0.4%
63AKAMAI TECHNOLOGIES INC90.9M$132.9M0.4%
64ISRGINTUITIVE SURGICAL INC327,000$130.0M0.4%
65BEBLOOM ENERGY CORP421,220$127.5M0.3%
66VRTXVERTEX PHARMACEUTICALS INCPUT250,000$124.2M0.3%
67MCHPMICROCHIP TECHNOLOGY INC.1.3M$122.6M0.3%
68MCHPMICROCHIP TECHNOLOGY INC.PUT1.3M$122.6M0.3%
69SHOPSHOPIFY INC1.1M$121.7M0.3%
70LLYELI LILLY & COPUT100,000$119.9M0.3%
71LLYELI LILLY & CO100,000$119.9M0.3%
72MRKMERCK & CO INCPUT925,000$118.9M0.3%
73BABOEING COPUT546,600$118.3M0.3%
74SUPER MICRO COMPUTER INC2.2M$114.2M0.3%
75SPYSTATE STR SPDR S&P 500 ETF T143,000$106.8M0.3%
76UBER TECHNOLOGIES INC92.0M$106.5M0.3%
77ANETARISTA NETWORKS INC623,500$105.9M0.3%
78UNHUNITEDHEALTH GROUP INC254,280$105.7M0.3%
79HDHOME DEPOT INCPUT297,600$105.0M0.3%
80BEBLOOM ENERGY CORPPUT344,000$104.1M0.3%
81AMGNAMGEN INC281,000$101.8M0.3%
82AMGNAMGEN INCPUT280,000$101.4M0.3%
83ABBVABBVIE INC402,440$101.3M0.3%
84AHRAMERICAN HEALTHCARE REIT INC1.9M$99.4M0.3%
85ISRGINTUITIVE SURGICAL INCPUT250,000$99.4M0.3%
86METAMETA PLATFORMS INCPUT174,000$98.0M0.3%
87TSLATESLA INCCALL231,800$97.5M0.3%
88ABBVABBVIE INCPUT380,000$95.6M0.3%
89ITGRINTEGER HLDGS CORP1.0M$93.5M0.3%
90BTUPEABODY ENGR CORP3.9M$89.8M0.2%
91SPCXSPACE EXPLORATION TECHN CORPPUT502,700$85.9M0.2%
92HDHOME DEPOT INC237,975$83.9M0.2%
93NFLXNETFLIX INC.CALL1.1M$81.2M0.2%
94BAC 7.25 PERP LBANK OF AMER CORP64,368$80.7M0.2%
95EOSEEOS ENERGY ENTERPRISES INC13.7M$80.5M0.2%
96MSTRSTRATEGY INCPUT893,700$77.7M0.2%
97PHPARKER-HANNIFIN CORP77,844$76.1M0.2%
98BLKBLACKROCK INC77,656$74.7M0.2%
99MSMORGAN STANLEY355,511$74.3M0.2%
100WMTWALMART INC632,917$71.7M0.2%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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