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Portfolio (Quarterly) Guide ↗

Laurion Capital Management LP

· CIK 0001390202
13F Portfolio $2.7B AUM 306 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 193 New 27 Added 61 Reduced 119 Exited
Page 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DHR DANAHER CORPORATION Healthcare 1,211.0 $277K 0.01% NEW $228.92 -24.9%
282 IT GARTNER INC Technology 1,084.0 $273K 0.01% NEW $252.28 -36.6%
283 BMA BANCO MACRO SA Financial Services 3,000.0 $270K 0.01% NEW $90.16 -15.8%
284 WST WEST PHARMACEUTICAL SVSC INC Healthcare 772.0 $212K 0.01% NEW $275.14 +15.0%
285 FSLR CALL FIRST SOLAR INC Energy 800.0 $209K 0.01% -130K -99.4% $261.23 -1.3%
286 NDSN NORDSON CORP Industrials 853.0 $205K 0.01% NEW $240.43 +20.6%
287 CDE COEUR MNG INC Basic Materials 10,631.0 $190K 0.01% NEW $17.83 -1.1%
288 CORBUS PHARMACEUTICALS HLDGS 18,600.0 $151K 0.01% NEW $8.14
289 LULU LULULEMON ATHLETICA INC Consumer Cyclical 500.0 $104K 0.00% NEW $207.81 -38.8%
290 TSLA PUT TESLA INC Consumer Cyclical 200.0 $90K 0.00% -100.0 -33.3% $449.72 -5.3%
291 TXN CALL TEXAS INSTRS INC Technology 500.0 $87K 0.00% -337K -99.8% $173.49 +78.2%
292 RC READY CAPITAL CORP Real Estate 36,345.0 $79K 0.00% NEW $2.18 -17.0%
293 SITE CTRS CORP 10,927.0 $70K 0.00% NEW $6.42
294 NVDA PUT NVIDIA CORPORATION Technology 300.0 $56K 0.00% -548K -100.0% $186.50 +15.5%
295 NUVATION BIO INC 166,579.0 $55K 0.00% $0.33
296 CRWD PUT CROWDSTRIKE HLDGS INC Technology 100.0 $47K 0.00% NEW $468.76 +41.5%
297 MDB CALL MONGODB INC Technology 100.0 $42K 0.00% -48K -99.8% $419.69 -22.3%
298 AVGO CALL BROADCOM INC Technology 100.0 $35K 0.00% NEW $346.10 +19.7%
299 AVGO PUT BROADCOM INC Technology 100.0 $35K 0.00% NEW $346.10 +19.7%
300 ENCORE ENERGY CORP 11,546.0 $29K 0.00% NEW $2.48
Page 15 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 30.9%
Healthcare 22.8%
Technology 21.5%
Industrials 10.8%
Financial Services 5.4%
Consumer Cyclical 5.1%
Basic Materials 1.5%
Energy 1.3%
Consumer Defensive 0.4%
Utilities 0.3%