Fund HoldingsCenterStar Asset Management, LLC

Total Portfolio Value
$358.28M
Total Bought
$203.32M
Total Sold
$151.95M
Net Transaction
+$51.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)053,252+53,252028,9868.09%+28,986
MICROSOFT CORP(MSFT)(Put)016,400+16,40007,330+7,330
APPLE INC(Put)024,100+24,10005,076+5,076
ANALOG DEVICES INC(Put)023,300+23,30005,318+5,318
ISHARES TR(Call)39,10082,200+43,1004,9979,393+4,396
APPLE INC(Call)022,200+22,20004,676+4,676
SPDR SER TR(Put)
PUT
042,700+42,70003,959+3,959
INTUIT(INTU)(Put)05,400+5,40003,549+3,549
BROADCOM INC(AVGO)(Call)02,000+2,00003,211+3,211
ARM HOLDINGS PLC019,157+19,15703,1410.88%+3,141
MICROSOFT CORP(MSFT)(Call)07,000+7,00003,129+3,129
SERVICENOW INC(NOW)(Put)03,600+3,60002,832+2,832
BLACKSTONE INC(BX)(Put)035,300+35,30004,370+4,370
VANECK ETF TRUST(Put)
PUT
010,400+10,40002,711+2,711
NETFLIX INC(NFLX)(Put)05,500+5,50003,712+3,712
ISHARES TR(Put)082,100+82,10002,343+2,343
ISHARES TR(Call)4,50019,900+15,4006172,731+2,114
PDD HOLDINGS INC(PDD)(Put)017,600+17,60002,340+2,340
ASML HOLDING N V(ASML)(Put)02,000+2,00002,045+2,045
CHEVRON CORP NEW(CVX)(Put)014,700+14,70002,299+2,299
SPDR SER TR(Call)
CALL
021,200+21,20001,965+1,965
ANNALY CAPITAL MANAGEMENT IN(Put)0118,200+118,20002,253+2,253
SELECT SECTOR SPDR TR(Call)
CALL
07,300+7,30001,651+1,651
KIMBERLY-CLARK CORP(Put)011,900+11,90001,645+1,645
SELECT SECTOR SPDR TR(Put)
PUT
021,400+21,40001,639+1,639
SELECT SECTOR SPDR TR(Call)
CALL
019,100+19,10001,636+1,636
TAIWAN SEMICONDUCTOR MFG LTD(TSM)09,117+9,11701,5840.44%+1,584
CELSIUS HLDGS INC(CELH)(Put)027,500+27,50001,570+1,570
PDD HOLDINGS INC(PDD)011,599+11,59901,5430.43%+1,543
LAM RESEARCH CORP(Put)01,400+1,40001,491+1,491
CITIGROUP INC(C)023,468+23,46801,4890.42%+1,489
SPDR SER TR(Put)
PUT
9,50041,700+32,2001,0602,520+1,460
AMKOR TECHNOLOGY INC(Call)035,500+35,50001,421+1,421
ISHARES TR06,623+6,62301,3420.37%+1,342
SPDR S&P MIDCAP 400 ETF TR(Call)
CALL
2,3004,900+2,6001,2802,622+1,342
EXXON MOBIL CORP(Put)011,600+11,60001,335+1,335
ADVANCED MICRO DEVICES INC(Call)08,200+8,20001,330+1,330
TESLA INC(TSLA)(Call)06,300+6,30001,247+1,247
BEST BUY INC(Put)019,600+19,60001,652+1,652
CLOROX CO DEL(CLX)(Call)08,900+8,90001,215+1,215
AMERICAN ELEC PWR CO INC(Call)013,100+13,10001,149+1,149
DANAHER CORPORATION(DHR)(Call)04,600+4,60001,149+1,149
VANGUARD INDEX FDS013,680+13,68001,1460.32%+1,146
VERTIV HOLDINGS CO(Put)
PUT
013,200+13,20001,143+1,143
AUTODESK INC(Put)04,600+4,60001,138+1,138
VERTIV HOLDINGS CO(VRT)012,855+12,85501,1120.31%+1,112
VANGUARD INDEX FDS(Put)25,00038,800+13,8002,1623,250+1,088
JD.COM INC(JD)(Put)042,000+42,00001,085+1,085
SNOWFLAKE INC(SNOW)(Call)08,000+8,00001,081+1,081
CHEVRON CORP NEW(CVX)06,751+6,75101,0550.29%+1,055
TEXAS INSTRS INC(Put)05,400+5,40001,050+1,050
HONEYWELL INTL INC(HON)(Put)04,900+4,90001,046+1,046
AMERICAN WTR WKS CO INC NEW(Put)08,100+8,10001,046+1,046
ISHARES TR(Put)016,500+16,50001,448+1,448
ANALOG DEVICES INC(ADI)04,546+4,54601,0380.29%+1,038
BLACKSTONE INC(BX)010,919+10,91901,3530.38%+1,353
CF INDS HLDGS INC(Put)013,800+13,80001,023+1,023
HOME DEPOT INC(HD)(Call)02,900+2,9000998+998
SELECT SECTOR SPDR TR(Put)
PUT
06,400+6,40001,448+1,448
AUTODESK INC(Call)03,900+3,9000965+965
SPDR SER TR(Call)
CALL
019,500+19,5000957+957
AGNC INVT CORP(Put)
PUT
098,800+98,8000943+943
ANNALY CAPITAL MANAGEMENT IN049,531+49,53109420.26%+942
BEST BUY INC(BBY)011,026+11,02609300.26%+930
SERVICENOW INC(NOW)01,170+1,17009220.26%+922
INTUIT(INTU)(Call)01,400+1,4000920+920
FORD MTR CO DEL(Put)073,200+73,2000918+918
TJX COS INC NEW(Put)08,200+8,2000903+903
AMERICAN WTR WKS CO INC NEW06,808+6,80808780.25%+878
ADVANCED MICRO DEVICES INC(Put)05,400+5,4000876+876
MARVELL TECHNOLOGY INC(MRVL)(Put)018,300+18,30001,279+1,279
MONGODB INC(MDB)(Call)03,500+3,5000875+875
MSCI INC(MSCI)(Put)01,800+1,8000867+867
ISHARES TR(Call)09,800+9,8000860+860
KIMBERLY-CLARK CORP(Call)06,200+6,2000857+857
SPDR S&P 500 ETF TR(SPY)(Put)017,700+17,70009,633+9,633
SUNCOR ENERGY INC NEW(Call)20,60041,800+21,2007601,593+832
JD.COM INC(JD)032,082+32,08208290.23%+829
INVITATION HOMES INC(INVH)(Call)022,100+22,1000793+793
PAYPAL HLDGS INC(PYPL)(Put)013,400+13,4000778+778
SELECT SECTOR SPDR TR
ST STR MATER ETF
08,743+8,74307720.22%+772
DANAHER CORPORATION(DHR)(Put)03,000+3,0000750+750
ANALOG DEVICES INC(Call)05,700+5,70001,301+1,301
MSCI INC(MSCI)(Call)01,500+1,5000723+723
CARNIVAL CORP(Call)038,500+38,5000721+721
BLACKSTONE INC(BX)(Call)05,800+5,8000718+718
KB HOME(KBH)(Put)014,200+14,2000997+997
MEDTRONIC PLC(MDT)(Put)013,500+13,50001,063+1,063
SKYWORKS SOLUTIONS INC(SWKS)(Put)06,600+6,6000703+703
SELECT SECTOR SPDR TR(Put)
PUT
08,100+8,1000694+694
CARNIVAL CORP(Put)036,900+36,9000691+691
KB HOME(KBH)(Call)09,800+9,8000688+688
MICROCHIP TECHNOLOGY INC.(MCHP)(Put)015,900+15,90001,455+1,455
HONEYWELL INTL INC(HON)03,194+3,19406820.19%+682
TEXAS INSTRS INC(Call)03,500+3,5000681+681
AMAZON COM INC(Call)03,500+3,5000676+676
ASTRAZENECA PLC(Put)08,600+8,6000671+671
ROYAL BK CDA(Put)10,10015,800+5,7001,0191,681+662
TJX COS INC NEW(Call)06,000+6,0000661+661
MICRON TECHNOLOGY INC(MU)(Call)05,000+5,0000658+658
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