Fund HoldingsOne River Asset Management, LLC

Total Portfolio Value
$309.81M
Total Bought
$107.12M
Total Sold
$88.88M
Net Transaction
+$18.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Call)052,400+52,400039,131+39,131
SPDR S&P 500 ETF TR(SPY)012,856+12,85609,6003.10%+9,600
SPDR S&P 500 ETF TR(SPY)(Put)012,000+12,00008,961+8,961
MP MATERIALS CORP(MP)(Call)072,000+72,00004,033+4,033
META PLATFORMS INC(META)(Put)012,300+12,30006,928+6,928
KLA CORP(KLAC)(Put)1,30015,200+13,9001,9144,586+2,672
PDD HOLDINGS INC(PDD)(Put)034,200+34,20002,609+2,609
PDD HOLDINGS INC(PDD)(Call)033,900+33,90002,586+2,586
ISHARES TR(Put)076,700+76,70002,423+2,423
KLA CORP(KLAC)(Call)1,20013,000+11,8001,7673,922+2,155
NETEASE INC(NTES)(Put)015,400+15,40001,973+1,973
NETEASE INC(NTES)(Call)015,000+15,00001,922+1,922
MP MATERIALS CORP(MP)(Put)032,600+32,60001,826+1,826
MICRON TECHNOLOGY INC(MU)(Call)2,1002,000-1007092,309+1,599
MICRON TECHNOLOGY INC(MU)(Put)2,1002,000-1007092,309+1,599
JD.COM INC(JD)(Call)062,100+62,10001,582+1,582
ISHARES TR047,061+47,06101,4870.48%+1,487
ALIBABA GROUP HLDG LTD(BABA)(Put)014,500+14,50001,401+1,401
ALIBABA GROUP HLDG LTD(BABA)(Call)014,400+14,40001,392+1,392
BILIBILI INC(Put)079,300+79,30001,350+1,350
JD.COM INC(JD)(Put)048,400+48,40001,233+1,233
ADVANCED MICRO DEVICES INC(AMD)(Call)03,000+3,00001,743+1,743
ADVANCED MICRO DEVICES INC(AMD)(Put)03,000+3,00001,743+1,743
BILIBILI INC(Call)061,300+61,30001,044+1,044
INTEL CORP(INTC)(Put)9,80010,100+3004321,410+978
BAIDU INC(Put)08,100+8,1000926+926
BAIDU INC(Call)07,700+7,7000880+880
META PLATFORMS INC(META)2,5844,048+1,4641,4782,2800.74%+802
CROWDSTRIKE HLDGS INC(CRWD)(Put)01,900+1,90001,450+1,450
APPLIED MATLS INC(Put)1,8001,80006151,301+686
KE HLDGS INC(BEKE)(Call)041,300+41,3000600+600
ISHARES BITCOIN TRUST ETF(IBIT)(Call)017,700+17,7000589+589
ISHARES BITCOIN TRUST ETF(IBIT)(Put)017,700+17,7000589+589
CATERPILLAR INC(CAT)(Put)01,700+1,70001,810+1,810
ALPHABET INC(GOOG)(Call)011,500+11,50004,110+4,110
LAM RESEARCH CORP(LRCX)(Put)2,6002,400-2005561,040+484
APPLIED MATLS INC(Call)1,8001,500-3006151,085+469
ALPHABET INC(GOOG)(Put)011,400+11,40004,074+4,074
CATERPILLAR INC(CAT)(Call)01,600+1,60001,704+1,704
COSTCO WHSL CORP NEW(COST)0424+42403970.13%+397
GE VERNOVA INC(GEV)(Put)1,7001,600-1001,4841,880+396
INTEL CORP(INTC)(Call)7,8005,000-2,800344698+354
ELI LILLY & CO(LLY)(Call)01,900+1,90002,279+2,279
ELI LILLY & CO(LLY)(Put)01,900+1,90002,279+2,279
ALPHABET INC(GOOG)(Put)09,200+9,20003,251+3,251
CISCO SYS INC(CSCO)(Call)8,7008,000-700675940+265
CISCO SYS INC(CSCO)(Put)8,6007,900-700667928+261
SANDISK CORP(SNDK)(Put)0100+1000227+227
KE HLDGS INC(BEKE)(Put)015,100+15,1000219+219
ANALOG DEVICES INC(ADI)(Call)6001,000+400191397+206
ANALOG DEVICES INC(ADI)(Put)6001,000+400191397+206
LAM RESEARCH CORP(LRCX)(Call)2,3001,600-700491693+202
UNITEDHEALTH GROUP INC(UNH)(Put)02,200+2,2000914+914
GOLDMAN SACHS GROUP INC(GS)(Call)01,600+1,60001,618+1,618
GOLDMAN SACHS GROUP INC(GS)(Put)01,600+1,60001,618+1,618
KRANESHARES TRUST07,270+7,27001780.06%+178
DEERE & CO(DE)(Call)600800+200338507+169
DEERE & CO(DE)(Put)600800+200338507+169
UNITEDHEALTH GROUP INC(UNH)(Call)02,100+2,1000873+873
BROADCOM INC(AVGO)(Put)09,700+9,70003,664+3,664
GE VERNOVA INC(GEV)(Call)1,7001,400-3001,4841,645+161
UNION PAC CORP(UNP)(Put)6001,100+500146299+154
MCDONALDS CORP(MCD)01,018+1,01802750.09%+275
WALMART INC(WMT)01,257+1,25701420.05%+142
BILIBILI INC08,246+8,24601380.04%+138
ALPHABET INC(GOOG)(Call)08,500+8,50003,003+3,003
AT&T INC(T)06,394+6,39401320.04%+132
TEXAS INSTRS INC(TXN)(Call)2,4002,000-400466596+130
TEXAS INSTRS INC(TXN)(Put)2,4002,000-400466596+130
RTX CORPORATION(RTX)0923+92301750.06%+175
ISHARES BITCOIN TRUST ETF(IBIT)03,262+3,26201090.04%+109
PEPSICO INC(PEP)0873+87301180.04%+118
UNION PAC CORP(UNP)(Call)600900+300146245+99
GILEAD SCIENCES INC(GILD)(Call)2,0002,800+800279354+75
AMPHENOL CORP NEW(Call)2,9002,500-400366441+74
AMPHENOL CORP NEW(Put)2,9002,500-400366441+74
SANDISK CORP(SNDK)029+290660.02%+66
AMERICAN EXPRESS CO(AXP)(Call)1,8001,8000544609+64
WESTERN DIGITAL CORP(WDC)(Put)0100+100064+64
CONOCOPHILLIPS(COP)(Call)0600+600062+62
CONOCOPHILLIPS(COP)(Put)0600+600062+62
CROWDSTRIKE HLDGS INC(CRWD)(Call)0900+9000687+687
VERIZON COMMUNICATIONS INC(VZ)01,452+1,4520610.02%+61
GILEAD SCIENCES INC(GILD)0761+7610960.03%+96
ABBVIE INC(ABBV)(Call)04,200+4,20001,057+1,057
GE AEROSPACE(GE)(Call)02,200+2,2000822+822
BANK AMERICA CORP(Put)15,80014,500-1,300770826+56
EXXON MOBIL CORP0400+4000550.02%+55
PFIZER INC(PFE)(Call)05,700+5,7000137+137
PFIZER INC(PFE)(Put)05,700+5,7000137+137
MORGAN STANLEY(MS)(Put)02,600+2,6000544+544
WELLTOWER INC(WELL)(Call)0200+200045+45
WELLTOWER INC(WELL)(Put)0200+200045+45
LINDE PLC(LIN)(Put)01,800+1,8000934+934
CITIGROUP INC(C)(Put)4,2003,700-500476518+42
QUALCOMM INC(QCOM)(Call)02,300+2,3000425+425
TJX COS INC NEW(TJX)0382+3820580.02%+58
PALO ALTO NETWORKS INC(PANW)(Call)0100+100034+34
PALO ALTO NETWORKS INC(PANW)(Put)0100+100034+34
AMGEN INC(AMGN)0298+29801080.03%+108
Page 1 of 1