BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Hudson Bay Capital Management LP

· CIK 0001393825
13F Portfolio $30.3B AUM 1,279 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 448 New 268 Added 279 Reduced 486 Exited
Page 17 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GALAXY DIGITAL INC. 13,740.0 $307K 0.00% NEW $22.36
322 AVALO THERAPEUTICS INC 16,771.0 $305K 0.00% NEW $18.16
323 CABA CABALETTA BIO INC Healthcare 138,729.0 $304K 0.00% NEW $2.19 +50.2%
324 GSR IV ACQUISITION CORP 128,571.0 $303K 0.00% NEW $2.36
325 RAPT THERAPEUTICS INC 8,900.0 $301K 0.00% NEW $33.87
326 DUOT DUOS TECHNOLOGIES GROUP INC Technology 26,441.0 $297K 0.00% NEW $11.25 -24.5%
327 CTNM CONTINEUM THERAPEUTICS INC Healthcare 25,938.0 $296K 0.00% NEW $11.43 +20.0%
328 PRENETICS GLOBAL LTD 18,774.0 $296K 0.00% NEW $15.75
329 IWN ISHARES TR 1,622.0 $294K 0.00% NEW $181.21 +13.7%
330 COMSTOCK INC 77,678.0 $292K 0.00% NEW $3.76
331 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 90,633.0 $291K 0.00% NEW $3.21 -19.6%
332 FOSL FOSSIL GROUP INC Consumer Cyclical 76,484.0 $288K 0.00% NEW $3.76 +8.0%
333 TTAN SERVICETITAN INC Technology 2,680.0 $285K 0.00% NEW $106.50 -45.1%
334 DRUGS MADE IN AMER ACQ II CO 1,969,030.0 $276K 0.00% NEW $0.14
335 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 13,107.0 $275K 0.00% NEW $21.00 +36.1%
336 INFU INFUSYSTEM HLDGS INC Healthcare 30,508.0 $274K 0.00% NEW $8.97 -0.8%
337 CIEN CIENA CORP Technology 1,170.0 $274K 0.00% NEW $233.87 +124.3%
338 ASYS AMTECH SYS INC Technology 21,553.0 $270K 0.00% NEW $12.55 +59.5%
339 MRAM EVERSPIN TECHNOLOGIES INC Technology 28,736.0 $267K 0.00% NEW $9.28 +304.8%
340 NRGV ENERGY VAULT HOLDINGS INC Utilities 57,440.0 $265K 0.00% NEW $4.61 +28.6%
Page 17 of 23  ·  448 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
Technology 29.4%
Consumer Cyclical 14.2%
Financial Services 10.8%
Communication Services 10.2%
Healthcare 10.0%
Industrials 8.9%
Real Estate 5.7%
Consumer Defensive 4.3%
Utilities 3.3%
Energy 2.2%