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Hudson Bay Capital Management LP

All holdings · as of Mar 31, 2026

1,261 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp$910.07M5,218,2945.5%
Tesla Inc$705.44M1,897,6154.2%
Amazon.com Inc$614.69M2,951,3973.7%
Apple Inc.$517.61M2,039,5153.1%
ECHOSTAR CORP$469.93M131,204,0722.8%
FLAGSTAR BANK, NATIONAL ASSOCIATION$456.86M34,689,4392.7%
Netflix Inc$440.45M4,580,8192.6%
Palantir Technologies Inc$396.16M2,708,2192.4%
Warren E. Buffett$366.72M765,2662.2%
ADVANCED MICRO DEVICES INC$330.13M1,622,8102.0%
PG&E CORP$274.52M263,895,0001.7%
ALIBABA GROUP HLDG LTD$270.23M194,500,0001.6%
MICROSOFT CORP$270.00M729,3851.6%
TRANSOCEAN INC$265.85M131,243,0001.6%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$242.21M716,6991.5%
UNITEDHEALTH GROUP INC$189.41M700,0001.1%
MICRON TECHNOLOGY INC$168.94M500,0701.0%
STATE STR SPDR S&P 500 ETF T$164.89M253,5451.0%
BOFA FIN LLC$156.27M130,308,0000.9%
Broadcom Inc.$154.76M500,0020.9%
ELECTRONIC ARTS INC.$148.56M728,6870.9%
UNITI GROUP LLC$136.38M117,120,0000.8%
Warner Bros. Discovery, Inc.$131.59M4,792,0540.8%
ORACLE CORP$123.93M842,4630.7%
DOLLAR TREE, INC.$123.64M1,129,0000.7%
NORFOLK SOUTHERN CORP$118.40M412,5530.7%
Penumbra Inc$114.61M349,0380.7%
SHOPIFY INC$112.69M950,0000.7%
Walt Disney Co$106.02M1,100,0000.6%
ADOBE INC.$104.16M428,5000.6%
Arista Networks, Inc.ANETCommon Stock$96.57M786,5000.6%
Alphabet Inc.$89.91M312,6730.5%
Integer Holdings Corp$88.00M1,000,0000.5%
INTEL CORP$84.76M1,920,7760.5%
ISHARES TR$84.52M340,8000.5%
WEBSTER FINANCIAL CORP$83.25M1,199,2490.5%
Vistance Networks, Inc.$77.96M4,283,7790.5%
Peabody Energy Corp$73.75M2,238,3560.4%
AVIS BUDGET GROUP, INC.CARCommon Stock$72.92M500,0000.4%
ISHARES BITCOIN TRUST ETF$72.16M1,878,2620.4%
Kenvue Inc.$70.43M4,085,0000.4%
CITIGROUP INC$63.87M563,1910.4%
ELI LILLY & Co$61.63M67,0040.4%
NEOGEN CORP$60.39M6,500,1800.4%
ENTERGY CORP /DE$59.39M528,5660.4%
Masimo Corporation$58.82M330,6790.4%
JPMORGAN CHASE & CO$58.18M197,7760.3%
American Healthcare REIT, Inc.$56.39M1,195,6130.3%
Sempra$55.57M571,8460.3%
CHEVRON CORP$55.39M267,7260.3%
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