Fund HoldingsUrsa Fund Management, LLC

Total Portfolio Value
$1.28B
Total Bought
$1.22B
Total Sold
$51.68M
Net Transaction
+$1.17B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICROSOFT CORP(MSFT)(Put)0550,000+550,0000205,161+205,161
MICROSOFT CORP(MSFT)0550,000+550,0000205,16116.04%+205,161
MICRON TECHNOLOGY INC(MU)0125,000+125,0000144,28611.28%+144,286
MICRON TECHNOLOGY INC(MU)(Put)0125,000+125,0000144,286+144,286
TESLA INC(TSLA)0300,000+300,0000126,1809.86%+126,180
TESLA INC(TSLA)(Put)0300,000+300,0000126,180+126,180
AMAZON COM INC(AMZN)0150,000+150,000035,7512.79%+35,751
AMAZON COM INC(AMZN)(Put)0150,000+150,000035,751+35,751
GABELLI EQUITY TR INC(GAB)367,9245,555,196+5,187,2722,06031,4422.46%+29,382
STATE STR SPDR S&P 500 ETF T(SPY)(Put)50,00075,000+25,00032,51756,008+23,491
COLUMBIA FINL INC(Call)0944,900+944,900020,051+20,051
NVIDIA CORPORATION(NVDA)(Put)0100,000+100,000020,009+20,009
NVIDIA CORPORATION(NVDA)0100,000+100,000020,0091.56%+20,009
COLUMBIA FINL INC500,0001,275,888+775,8888,75527,0742.12%+18,319
SPDR SERIES TRUST(Put)
ST STR SP REGBNK
0163,200+163,200012,216+12,216
SPDR SERIES TRUST(Call)
ST STR SP REGBNK
0160,000+160,000011,976+11,976
EOS ENERGY ENTERPRISES INC(EOSE)(Put)01,508,500+1,508,50008,870+8,870
ISHARES TR(Put)30,00050,000+20,0007,44015,023+7,583
EOS ENERGY ENTERPRISES INC(EOSE)01,235,459+1,235,45907,2640.57%+7,264
NORTHFIELD BANCORP INC DEL100,000400,000+300,0001,3545,8920.46%+4,538
INVESCO EXCHANGE TRADED FD T(Call)
S&P500 EQL WGT
020,000+20,00004,255+4,255
BOSTON SCIENTIFIC CORP(BSX)(Call)075,000+75,00003,169+3,169
ISHARES BITCOIN TRUST ETF(IBIT)(Put)070,000+70,00002,330+2,330
OPTIMUM COMMUNICATIONS INC(Put)01,447,800+1,447,80002,099+2,099
OPTIMUM COMMUNICATIONS INC01,407,850+1,407,85002,0410.16%+2,041
QXO INC(QXO)(Call)056,000+56,0000968+968
WHEELER REAL ESTATE INVT TR160,000161,000+1,0001,1121,6100.13%+498
SHUTTERSTOCK INC022,138+22,13803090.02%+309
RE/MAX HLDGS INC025,000+25,00002470.02%+247
COLUMBIA FINL INC(Put)010,800+10,8000229+229
PLUG PWR INC(PLUG)075,000+75,00002030.02%+203
INMED PHARMACEUTICALS INC0125,800+125,80001950.02%+195
GETTY IMAGES HOLDINGS INC(Put)0203,100+203,1000175+175
CANADIAN SOLAR INC(CSIQ)010,000+10,00001600.01%+160
PARAMOUNT SKYDANCE CORP(PSKY)010,000+10,0000990.01%+99
VIRGIN GALACTIC HOLDINGS INC025,000+25,0000720.01%+72
GETTY IMAGES HOLDINGS INC044+44000.00%0
ISHARES BITCOIN TRUST ETF(IBIT)68,00074,400+6,4002,6132,4770.19%-136
GABELLI EQUITY TR INC29,991,4060-29,991,4062100-210
LENDINGCLUB ISSUANCE TR SER(HAPN)(Call)20,0000-20,0002860-286
IAC INC(PPLI)25,0000-25,0001,0010-1,001
MORGAN STANLEY CHINA A SH FD70,1000-70,1001,2270-1,227
WIX COM LTD
SHS
15,0000-15,0001,3510-1,351
ISHARES TR15,0000-15,0001,5100-1,510
WOLFSPEED INC(WOLF)(Call)100,3000-100,3001,6370-1,637
MORGAN STANLEY CHINA A SH FD(Put)60,1000-60,1001,7820-1,782
WIX COM LTD(Put)
SHS
20,0000-20,0001,8010-1,801
SPDR SERIES TRUST(Put)
ST STR SP REGBNK
100,0000-100,0006,5150-6,515
SPDR SERIES TRUST(Call)
ST STR SP REGBNK
100,0000-100,0006,5150-6,515
PENUMBRA INC(PEN)35,0000-35,00011,4930-11,493
PENUMBRA INC(PEN)(Put)49,8000-49,80016,3530-16,353
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