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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 16 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BA PUT BOEING CO Industrials 100.0 $22K 0.00% -173K -99.9% $217.12 +0.9%
302 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 100.0 $18K 0.00% -298K -100.0% $177.75 -23.0%
303 BX CALL BLACKSTONE INC Financial Services 100.0 $15K 0.00% -153K -99.9% $154.14 -23.1%
304 KKR KKR & CO INC Financial Services 109.0 $14K 0.00% -51K -99.8% $127.48 -26.2%
305 SUNPOWER INC 12,500.0 $3K $0.27
306 TABOOLA.COM LTD 85,000.0 $3K $0.04
Page 16 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%