Fund Holdings

EQUITEC PROPRIETARY MARKETS, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED DIGITAL CORP08,373,964+8,373,9640312,348,85777.22%+312,348,857
GLOBALSTAR INC(GSAT)(Call)0421,000+421,000034,223,090+34,223,090
BRC GROUP HOLDINGS INC03,397,611+3,397,611027,316,7926.75%+27,316,792
ZIM INTEGRATED SHIPPING SERV(Put)376,700839,300+462,6009,926,04521,821,800+11,895,755
ELECTRONIC ARTS INC(EA)052,900+52,900010,846,6162.68%+10,846,616
ELECTRONIC ARTS INC(EA)(Put)32,70083,100+50,4006,666,54917,033,007+10,366,458
BABCOCK & WILCOX ENTERPRISES(BW)0697,221+697,22109,830,8162.43%+9,830,816
JANUS HENDERSON GROUP PLC(Put)7,300192,000+184,700375,0019,974,400+9,599,399
WARNER BROS DISCOVERY INC(WBD)(Call)5,000361,800+356,800137,3009,631,116+9,493,816
ZIM INTEGRATED SHIPPING SERV364,700724,500+359,8009,609,84518,837,0004.66%+9,227,155
JANUS HENDERSON GROUP PLC7,300172,767+165,467375,0018,975,2462.22%+8,600,245
AMAZON COM INC(AMZN)(Call)033,700+33,70008,032,058+8,032,058
GLOBALSTAR INC(GSAT)(Put)086,900+86,90007,064,101+7,064,101
PERSHING SQUARE INC0116,500+116,50003,828,1900.95%+3,828,190
PERSHING SQUARE USA LTD098,489+98,48903,681,5190.91%+3,681,519
WOLFSPEED INC(WOLF)(Put)77,00078,100+1,1001,256,6403,768,325+2,511,685
TOPBUILD COR(Call)05,000+5,00001,771,250+1,771,250
TWO HARBORS INVENTMENT CORPO(TWO)(Put)0139,700+139,70001,733,677+1,733,677
AMPLITECH GROUP INC(Call)0246,500+246,50001,715,640+1,715,640
WOLFSPEED INC(WOLF)(Call)40,50041,300+800660,9601,992,725+1,331,765
BRIGHTHOUSE FINL INC(BHF)14,02034,020+20,000839,5182,153,4660.53%+1,313,948
XOMA ROYALTY CORPORATION(Put)028,000+28,00001,190,000+1,190,000
PENUMBRA INC(PEN)(Put)14,20018,500+4,3004,662,8545,841,375+1,178,521
ESPERION THERAPEUTICS INC NE(ESPR)0345,800+345,80001,092,7280.27%+1,092,728
ESPERION THERAPEUTICS INC NE(ESPR)(Put)0335,800+335,80001,061,128+1,061,128
BRIGHTHOUSE FINL INC(BHF)(Put)52,60066,000+13,4003,149,6884,177,800+1,028,112
TOPBUILD COR(Put)02,900+2,90001,027,325+1,027,325
MICRON TECHNOLOGY INC(MU)(Call)0800+8000923,432+923,432
MICRON TECHNOLOGY INC(MU)(Put)0800+8000923,432+923,432
PENUMBRA INC(PEN)(Call)24,80027,900+3,1008,143,5768,809,425+665,849
AMPLITECH GROUP INC46,493334,760+288,2675,579485,4020.12%+479,823
ESPERION THERAPEUTICS INC NE(ESPR)(Call)0142,100+142,1000449,036+449,036
NUVALENT INC(NUVL)03,500+3,5000432,2500.11%+432,250
NUVALENT INC(NUVL)(Put)03,500+3,5000432,250+432,250
WARNER BROS DISCOVERY INC(WBD)15,80029,800+14,000433,868794,4680.20%+360,600
AMAZON COM INC(AMZN)(Put)01,500+1,5000357,510+357,510
OPTIMUM COMMUNICATIONS INC0213,800+213,8000310,0100.08%+310,010
TOPBUILD COR0819+8190290,3600.07%+290,360
TWO HARBORS INVENTMENT CORPO(TWO)021,600+21,6000268,0560.07%+268,056
OPTIMUM COMMUNICATIONS INC(Put)0153,900+153,9000223,155+223,155
AMPLITECH GROUP INC(Put)031,200+31,2000217,152+217,152
SHUTTERSTOCK INC(Call)015,000+15,0000209,250+209,250
BOSTON SCIENTIFIC CORP(BSX)11,10020,824+9,724696,525888,7680.22%+192,243
QXO INC(QXO)(Call)09,200+9,2000158,976+158,976
AXCELIS TECHNOLOGIES INC(Call)0800+8000151,560+151,560
SHUTTERSTOCK INC3,20013,500+10,30053,152188,3250.05%+135,173
AXCELIS TECHNOLOGIES INC0700+7000132,6150.03%+132,615
ORGANON & CO(OGN)(Put)08,900+8,9000120,506+120,506
ORGANON & CO(OGN)07,300+7,300098,8420.02%+98,842
WARNER BROS DISCOVERY INC(WBD)(Put)50,90055,900+5,0001,397,7141,488,058+90,344
THERAVANCE BIOPHARMA INC(TBPH)05,000+5,000085,0000.02%+85,000
THERAVANCE BIOPHARMA INC(TBPH)(Put)05,000+5,000085,000+85,000
SHUTTERSTOCK INC(Put)05,000+5,000069,750+69,750
GETTY IMAGES HOLDINGS INC(Put)061,000+61,000053,625+53,625
TWO HARBORS INVENTMENT CORPO(TWO)(Call)03,800+3,800047,158+47,158
PARAMOUNT SKYDANCE CORP(PSKY)(Call)49,70049,7000448,294490,042+41,748
BIO-TECHNE CORP(TECH)(Put)0500+500035,325+35,325
AES CORP(AES)61,00061,0000859,490894,2600.22%+34,770
AES CORP(AES)(Put)61,00061,0000859,490894,260+34,770
BRIGHTHOUSE FINL INC(BHF)(Call)10,00010,0000598,800633,000+34,200
BIO-TECHNE CORP(TECH)0450+450031,7930.01%+31,793
PARAMOUNT SKYDANCE CORP(PSKY)35,80035,8000322,916352,9880.09%+30,072
PARAMOUNT SKYDANCE CORP(PSKY)(Put)35,80035,8000322,916352,988+30,072
LIVEWIRE GROUP INC(Call)020,000+20,000022,400+22,400
AMPLITECH GROUP INC02,679+2,679018,6460.00%+18,646
ALPHA TAU MEDICAL LTD(DRTS)1,9001,90001,9005,6050.00%+3,705
PHARMACYTE BIOTECH INC22,22722,227014,79017,1150.00%+2,325
THE REAL BROKERAGE INC01,000+1,00001,8200.00%+1,820
THE REAL BROKERAGE INC(Put)01,000+1,00001,820+1,820
AWARE INC MASS7,0007,00008,7509,4500.00%+700
SABRE CORP1,0001,00001,4502,0900.00%+640
AMPLIFY ETF TR838301,9112,1370.00%+226
STATE STR SPDR S&P 500 ETF T(SPY)2201,3011,4940.00%+193
AMC ENTMT HLDGS INC(AMC)15015001472850.00%+138
BANK OF AMER CORP02+201140.00%+114
CLEANSPARK INC(CLSK)2,0452,04505016140.00%+113
STRIVE INC(ASST)88080870.00%+7
CLEARWATER ANALYTICS HLDGS I(Put)10,5000-10,500000
GAMESTOP CORP NEW1212046330.00%-13
ANGHAMI INC2,5002,500031160.00%-15
BANZAI INTERNATIONAL INC5,0005,000065490.00%-16
HAWAIIAN ELEC INDS INC MTN B(HE)757501,1131,0150.00%-98
GAMESTOP CORP(GME)12512502,8802,7600.00%-120
ISHARES TR800800069,35269,1360.02%-216
SEASTAR MEDICAL HOLDING CORP35,70035,70001,0286180.00%-410
TMC THE METALS COMPANY INC(TMC)2,0002,00009,3408,8600.00%-480
JD.COM INC(JD)12512503,6963,1850.00%-511
PROSHARES TR II(AGQ)202001,0464980.00%-548
BLACKROCK UTILS INFRASTRUCTU100,0000-100,0008000-800
WOLFSPEED INC(WOLF)570-579300-930
OPENDOOR TECHNOLOGIES INC(OPEN)5,0000-5,0001,2300-1,230
NIOCORP DEVS LTD4,0004,00006,8405,6000.00%-1,240
AMPLITECH GROUP INC53,3741,507-51,8675,3372,9690.00%-2,368
TEUCRIUM COMMODITY TR(BTCK)200100-1004,7142,2030.00%-2,511
SEALED AIR CORP NEW(Call)1000-1004,2050-4,205
ALPHABET INC(GOOG)10050-5028,68617,6670.00%-11,019
LIVEWIRE GROUP INC397,848334,699-63,14919,8926,6940.00%-13,198
BIGBEAR AI HLDGS INC57,50030,000-27,50025,89210,6500.00%-15,242
MASIMO CORP(Call)2000-20035,5740-35,574
LENSAR INC10,0000-10,00059,6000-59,600
Page 1 of 2