Fund HoldingsIonic Capital Management LLC

Total Portfolio Value
$310.33M
Total Bought
$63.63M
Total Sold
$150.87M
Net Transaction
-$87.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR(Put)0850,000+850,000034,918+34,918
ISHARES INC(Put)250,000450,000+200,0008,74014,589+5,849
WAYFAIR INC(W)00004,6331.49%+4,633
ISHARES SILVER TR(SLV)(Call)0200,000+200,00004,550+4,550
DUN & BRADSTREET HLDGS INC0418,860+418,86004,2051.36%+4,205
MARATHON DIGITAL HOLDINGS IN(MARA)0003,8286,8392.20%+3,011
GLOBUS MED INC(GMED)051,000+51,00002,7360.88%+2,736
SPROTT PHYSICAL SILVER TR(PSLV)164,605420,699+256,0941,3303,4881.12%+2,158
ALIGHT INC01,273,066+1,273,066012,5404.04%+12,540
TRAVEL PLUS LEISURE CO(TNL)0250,519+250,519012,2653.95%+12,265
ATMUS FILTRATION TECHNOLOGIE(ATMU)048,233+48,23301,5560.50%+1,556
CONAGRA BRANDS INC(CAG)(Call)050,000+50,00001,482+1,482
PFIZER INC(PFE)(Call)052,500+52,50001,457+1,457
ARCHER AVIATION INC(ACHR)(Put)300,000675,400+375,4001,8423,120+1,278
AVEPOINT INC(Put)312,100471,700+159,6002,5623,736+1,174
PERRIGO CO PLC(PRGO)190,000225,000+35,0006,1147,2432.33%+1,129
SNAP INC(SNAP)(Call)097,200+97,20001,116+1,116
REDWIRE CORPORATION(RDW)(Put)350,100466,600+116,5009982,048+1,051
VESTIS CORPORATION(VSTS)050,000+50,00009640.31%+964
MONSTER BEVERAGE CORP NEW(MNST)(Call)015,900+15,9000943+943
ADVANCED MICRO DEVICES INC(AMD)(Call)05,000+5,0000902+902
PINTEREST INC(PINS)026,000+26,00009010.29%+901
CONSTELLIUM SE(CSTM)0564,735+564,735012,4864.02%+12,486
TARGET HOSPITALITY CORP(TH)(Put)080,300+80,3000873+873
PLANET FITNESS INC(PLNT)013,000+13,00008140.26%+814
NVIDIA CORPORATION(NVDA)(Call)0900+9000813+813
NVIDIA CORPORATION(NVDA)(Put)0900+9000813+813
CLEVELAND-CLIFFS INC NEW(CLF)(Put)034,400+34,4000782+782
XEROX HOLDINGS CORP042,120+42,12007540.24%+754
ALIBABA GROUP HLDG LTD(BABA)(Call)010,300+10,3000745+745
INVESCO QQQ TR(Call)20,00020,00008,1908,880+690
COHERENT CORP(COHR)038,890+38,89002,3580.76%+2,358
GLOBAL BUSINESS TRAVEL GROUP(GBTG)22,626131,245+108,6191467890.25%+643
VIVID SEATS INC(Put)0100,000+100,0000599+599
SELECT SECTOR SPDR TR(Call)
ST STR INDL ETF
50,00050,00005,7006,298+599
ROIVANT SCIENCES LTD(ROIV)050,000+50,00005270.17%+527
ELI LILLY & CO(LLY)0661+66105140.17%+514
ISHARES TR(Call)500,000500,000020,10520,540+435
JOBY AVIATION INC(JOBY)(Put)080,300+80,3000430+430
UNITED RENTALS INC(URI)2,9002,90001,6632,0910.67%+428
PROCTER AND GAMBLE CO(PG)02,422+2,42203930.13%+393
WALMART INC(WMT)05,891+5,89103540.11%+354
KBR INC(KBR)69,00065,460-3,5403,8234,1671.34%+344
TETRA TECHNOLOGIES INC DEL(TTI)(Put)067,500+67,5000299+299
AST SPACEMOBILE INC(ASTS)089,284+89,28402590.08%+259
OPPFI INC084,419+84,41902110.07%+211
MONSTER BEVERAGE CORP NEW(MNST)03,125+3,12501850.06%+185
SIRIUS XM HOLDINGS INC(SIRI)(Call)045,600+45,6000177+177
TARGET HOSPITALITY CORP(TH)(Call)016,100+16,1000175+175
MARRIOTT VACATIONS WORLDWIDE(VAC)0001,3241,4980.48%+174
SOFI TECHNOLOGIES INC(SOFI)020,000+20,00001460.05%+146
FREYR BATTERY INC(TE)0763,809+763,80901370.04%+137
JOBY AVIATION INC(JOBY)024,090+24,09001290.04%+129
GRAB HOLDINGS LIMITED
CLASS A ORD
48,72087,519+38,7991642750.09%+111
PERFORMANCE FOOD GROUP CO(PFGC)16,52416,52401,1431,2330.40%+91
GRAB HOLDINGS LIMITED
*W EXP 99/99/999
0319,990+319,9900650.02%+65
VANECK ETF TRUST
SEMICONDUCTR ETF
4,0003,375-6256997590.24%+60
AIRSHIP AI HLDGS INC0121,253+121,2530550.02%+55
REDWIRE CORPORATION01,296,145+1,296,14506090.20%+609
CAPTIVISION INC0198,896+198,8960240.01%+24
BRAND ENGAGEMENT NETWORK INC0102,195+102,1950120.00%+12
NEW HORIZON AIRCRAFT LTD0199,144+199,1440100.00%+10
SOUTHLAND HLDGS INC0238,372+238,37201060.03%+106
CERO THERAPEUTICS HLDGS INC080,300+80,300050.00%+5
MARBLEGATE ACQUISITION CORP0100,000+100,00001,0460.34%+1,046
SES AI CORPORATION01,367+1,367020.00%+2
GRINDR INC164,000129,216-34,7842972980.10%+2
TECHNOLOGY & TELECOM ACQ COR0181,107+181,107040.00%+4
BUTTERFLY NETWORK INC(BFLY)01,484,377+1,484,3770670.02%+67
ISHARES TR02+2000.00%0
FARADAY FUTRE INTLGT ELCTR I(Call)000000
CHEER HLDG INC02,188,580+2,188,580090.00%+9
METAL SKY STAR ACQUISITION C0149,702+149,702010.00%+1
A SPAC II ACQUISITION CORP0249,504+249,504030.00%+3
LIVEWIRE GROUP INC0100+100010.00%+1
EVE HLDG INC(EVEX)0171+171010.00%+1
SELINA HOSPITALITY PLC000000
VALLEY NATL BANCORP(VLY)(Put)000000
IVEDA SOLUTIONS INC020,000+20,000010.00%+1
GOAL ACQUISITIONS CORP000000
VISION SENSING ACQUISITION C000000
ZAPP ELEC VEHS GROUP LTD000000
ALPHA STAR ACQUISITION CORP0146,697+146,697010.00%+1
WHOLE EARTH BRANDS INC096,386+96,386050.00%+5
EDOC ACQUISITION CORP000000
GLOBAL BLOCKCHAIN ACQUI CORP000000
GOLDENSTONE ACQUISITION LTD000000
VINTAGE WINE ESTATES INC01,110,604+1,110,6040100.00%+10
MONTEREY CAP ACQUISITION COR000000
CISCO SYS INC(CSCO)(Put)1000-10050-5
ENERGEM CORP000000
GENEDX HOLDINGS CORP(WGS)000000
DIREXION SHS ETF TR7,1967,196073670.02%-6
MULTIPLAN CORPORATION000000
KATAPULT HOLDINGS INC000000
BLACKSKY TECHNOLOGY INC(BKSY)0282,195+282,1950210.01%+21
AIMFINITY INVESTMENT CORP I000000
MOMENTUS INC01,636,427+1,636,4270110.00%+11
GCM GROSVENOR INC2,153,5401,594,708-558,8327757650.25%-10
MARBLEGATE ACQUISITION CORP0486,804+486,804090.00%+9
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