Fund HoldingsUrsa Fund Management, LLC

Total Portfolio Value
$32.69M
Total Bought
$95.65M
Total Sold
$2.43B
Net Transaction
-$2.33B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)(Put)050,000+50,000032,517+32,517
PENUMBRA INC(PEN)(Put)049,800+49,800016,353+16,353
PENUMBRA INC(PEN)035,000+35,000011,49335.16%+11,493
COLUMBIA FINL INC(CLBK)0500,000+500,00008,75526.79%+8,755
SPDR SERIES TRUST(Put)
ST STR SP REGBNK
0100,000+100,00006,515+6,515
SPDR SERIES TRUST(Call)
ST STR SP REGBNK
0100,000+100,00006,515+6,515
GABELLI EQUITY TR INC(GAB)0367,924+367,92402,0606.30%+2,060
WIX COM LTD(Put)
SHS
020,000+20,00001,801+1,801
MORGAN STANLEY CHINA A SH FD(Put)060,100+60,10001,782+1,782
WOLFSPEED INC(WOLF)(Call)0100,300+100,30001,637+1,637
ISHARES TR015,000+15,00001,5104.62%+1,510
NORTHFIELD BANCORP INC DEL0100,000+100,00001,3544.14%+1,354
WIX COM LTD
SHS
015,000+15,00001,3514.13%+1,351
MORGAN STANLEY CHINA A SH FD070,100+70,10001,2273.75%+1,227
WHEELER REAL ESTATE INVT TR148,592160,000+11,4087711,1123.40%+341
GABELLI EQUITY TR INC029,991,406+29,991,40602100.64%+210
STRIVE INC(ASST)44,5000-44,500330-33
LENDINGCLUB ISSUANCE TR SER(HAPN)(Call)20,00020,0000379286-92
SPROTT FDS TR
SILVER MINERS
1,9000-1,9001060-106
STRIVE INC(ASST)(Call)150,0000-150,0001110-111
GLOBAL X FDS
GLOBAL X COPPER
1,9000-1,9001360-136
SPROTT FDS TR(Put)
SILVER MINERS
1,9000-1,9001590-159
GLOBAL X FDS(Put)
GLOBAL X COPPER
2,4000-2,4001720-172
LENDINGCLUB CORP(HAPN)10,0000-10,0001890-189
ISHARES BITCOIN TRUST ETF(IBIT)57,20068,000+10,8002,8402,6137.99%-227
SERITAGE GROWTH PPTYS170,0000-170,0005530-552
RIOT PLATFORMS INC(RIOT)(Call)50,0000-50,0006340-633
GLOBAL X FDS(Put)
GLOBAL X SILVER
16,9000-16,9001,4110-1,411
GLOBAL X FDS
GLOBAL X SILVER
16,9000-16,9001,4110-1,411
FIDELITY WISE ORIGIN BITCOIN(FBTC)20,0000-20,0001,5250-1,525
IAC INC(PPLI)75,00025,000-50,0002,9331,0013.06%-1,932
GCI LIBERTY INC(GLIBA)(Call)55,7000-55,7002,0730-2,073
AMPLIFY ETF TR81,5000-81,5002,2550-2,255
APARTMENT INVT & MGMT CO423,6000-423,6002,5160-2,516
GLOBAL X FDS(Put)
GLOBAL X URANIUM
75,0000-75,0003,2050-3,205
META PLATFORMS INC(META)5,0000-5,0003,3000-3,300
GLOBAL X FDS
GLOBAL X URANIUM
85,7000-85,7003,6620-3,662
ISHARES TR(Put)50,00030,000-20,00012,3087,440-4,868
NETFLIX INC(NFLX)(Put)57,0000-57,0005,3440-5,344
NETFLIX INC(NFLX)57,0000-57,0005,3440-5,344
KRANESHARES TRUST(Call)300,0000-300,00010,2150-10,215
KRANESHARES TRUST(Put)300,0000-300,00010,2150-10,215
MICROSOFT CORP(MSFT)(Call)22,0000-22,00010,6400-10,640
TESLA INC(TSLA)(Put)50,9000-50,90022,8010-22,801
TESLA INC(TSLA)50,9000-50,90022,8910-22,891
META PLATFORMS INC(META)(Call)55,0000-55,00036,3050-36,305
META PLATFORMS INC(META)(Put)60,0000-60,00039,6050-39,605
ALPHABET INC(GOOG)(Put)150,0000-150,00046,9500-46,950
ALPHABET INC(GOOG)150,0000-150,00046,9500-46,950
AMAZON COM INC(AMZN)(Put)233,5000-233,50053,8960-53,896
AMAZON COM INC(AMZN)233,5000-233,50053,8960-53,896
NVIDIA CORPORATION(NVDA)(Put)580,9000-580,900108,3380-108,338
NVIDIA CORPORATION(NVDA)580,9000-580,900108,3380-108,338
JPMORGAN CHASE & CO.(JPM)370,0000-370,000119,2210-119,221
JPMORGAN CHASE & CO.(JPM)(Put)370,0000-370,000119,2210-119,221
APPLE INC(AAPL)500,0000-500,000135,9300-135,930
APPLE INC(AAPL)(Put)500,0000-500,000135,9300-135,930
MICROSOFT CORP(MSFT)1,337,4000-1,337,400646,7930-646,793
MICROSOFT CORP(MSFT)(Put)1,359,4000-1,359,400657,4330-657,433
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