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 21 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ALTO ALTO INGREDIENTS INC Basic Materials 31,770.0 $91K NEW $2.88 +61.5%
402 VIKING ACQUISITION CORP I 216,666.0 $91K NEW $0.42
403 INOVIO PHARMACEUTICALS INC 50,677.0 $88K NEW $1.74
404 ALLURION TECHNOLOGIES INC 59,880.0 $87K NEW $1.45
405 SENS SENSEONICS HLDGS INC Healthcare 15,450.0 $85K NEW $5.52 +5.3%
406 RKLB CALL ROCKET LAB CORP Industrials 1,200.0 $84K NEW $69.76 +95.3%
407 HARVARD AVE ACQUISITION CORP 750,000.0 $81K NEW $0.11
408 XMAX INC 13,470.0 $81K NEW $6.00
409 TALON CAP CORP 135,019.0 $80K NEW $0.59
410 REKR REKOR SYSTEMS INC Technology 56,850.0 $78K NEW $1.38 -47.1%
411 GALATA ACQUISITION CORP II 193,462.0 $77K NEW $0.40
412 NFGC NEW FOUND GOLD CORP Basic Materials 25,300.0 $75K NEW $2.96 -31.1%
413 APYX APYX MEDICAL CORPORATION Healthcare 20,719.0 $73K NEW $3.50 +16.6%
414 GPRO GOPRO INC Technology 51,180.0 $72K NEW $1.41 -20.9%
415 STARRY SEA ACQUISITION CORP 250,000.0 $72K NEW $0.29
416 M3-BRIGADE ACQUISITION VI CO 183,333.0 $68K NEW $0.37
417 ESPR ESPERION THERAPEUTICS INC NE Healthcare 18,230.0 $67K NEW $3.70 -15.4%
418 VOR VOR BIOPHARMA INC Healthcare 5,110.0 $67K NEW $13.08 +9.3%
419 BTC DEV CORP 96,142.0 $65K NEW $0.68
420 CHENGHE ACQUISITION III CO 325,000.0 $65K NEW $0.20
Page 21 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%