Fund HoldingsShay Capital LLC

Total Portfolio Value
$500.27M
Total Bought
$188.26M
Total Sold
$395.64M
Net Transaction
-$207.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)(Call)296,900630,000+333,10025,75348,831+23,078
BGC GROUP INC1,300,0002,460,000+1,160,0006,86417,7613.55%+10,897
BAIDU INC(Call)067,000+67,00007,979+7,979
FIRST SOLAR INC(FSLR)9,24549,100+39,8551,4948,4591.69%+6,965
INTERNATIONAL GAME TECHNOLOG(BRSL)(Call)0259,000+259,00007,099+7,099
NVIDIA CORPORATION(NVDA)(Call)8,60020,500+11,9003,74110,152+6,411
COINBASE GLOBAL INC(COIN)(Put)035,700+35,70006,209+6,209
BJS RESTAURANTS INC(BJRI)0170,150+170,15006,1271.22%+6,127
BJS RESTAURANTS INC(BJRI)(Call)0150,000+150,00005,402+5,402
HERBALIFE LTD(HLF)0386,862+386,86205,9041.18%+5,904
NU HLDGS LTD(NU)(Put)0500,000+500,00004,165+4,165
ALIBABA GROUP HLDG LTD(BABA)71,875129,100+57,2256,23410,0072.00%+3,772
ANSYS INC(Call)08,800+8,80003,193+3,193
CYTOKINETICS INC(CYTK)037,794+37,79403,1550.63%+3,155
TKO GROUP HOLDINGS INC(TKO)(Call)036,100+36,10002,945+2,945
APPLE INC(AAPL)(Put)015,000+15,00002,888+2,888
ELECTRONIC ARTS INC(EA)(Call)018,700+18,70002,558+2,558
HIBBETT INC032,000+32,00002,3050.46%+2,305
CYTOKINETICS INC(CYTK)(Call)026,900+26,90002,246+2,246
DOMINOS PIZZA INC(DPZ)05,370+5,37002,2140.44%+2,214
GEO GROUP INC NEW(GEO)0188,100+188,10002,0370.41%+2,037
REKOR SYSTEMS INC2,650,0002,850,000+200,0007,4739,4911.90%+2,018
NVIDIA CORPORATION(NVDA)08,900+8,90004,4070.88%+4,407
JD.COM INC(JD)065,000+65,00001,8780.38%+1,878
PURECYCLE TECHNOLOGIES INC(PCT)(Call)02,386,600+2,386,60009,666+9,666
TURTLE BEACH CORP370,000463,628+93,6283,3585,0771.01%+1,719
INTERNATIONAL GAME TECHNOLOG(BRSL)99,000168,000+69,0003,0024,6050.92%+1,603
HEALTHPEAK PROPERTIES INC(DOC)075,000+75,00001,4850.30%+1,485
CYTOKINETICS INC(CYTK)(Put)017,500+17,50001,461+1,461
SIZZLE ACQUISITION CORP0129,457+129,45701,4250.28%+1,425
PINTEREST INC(PINS)(Call)038,000+38,00001,408+1,408
CARPENTER TECHNOLOGY CORP(CRS)019,650+19,65001,3910.28%+1,391
PURECYCLE TECHNOLOGIES INC(PCT)(Put)0342,600+342,60001,388+1,388
KRANESHARES TR050,000+50,00001,3500.27%+1,350
SNOWFLAKE INC(SNOW)07,500+7,50001,4930.30%+1,493
DOCUSIGN INC(DOCU)(Call)021,000+21,00001,248+1,248
SOUTHWESTERN ENERGY CO0181,150+181,15001,1870.24%+1,187
CVS HEALTH CORP(CVS)015,000+15,00001,1840.24%+1,184
UNIVERSAL HLTH SVCS INC(UHS)07,500+7,50001,1430.23%+1,143
TILE SHOP HLDGS INC0566,592+566,59204,1700.83%+4,170
NETGEAR INC093,841+93,84101,3680.27%+1,368
BAIDU INC019,500+19,50002,3220.46%+2,322
PROGRESSIVE CORP(PGR)06,000+6,00009560.19%+956
MEDIAALPHA INC0101,500+101,50001,1320.23%+1,132
CINCINNATI FINL CORP(CINF)9,00017,500+8,5009211,8110.36%+890
ADVISORSHARES TR(Call)
PURE US CANN ETF
0169,600+169,60001,189+1,189
MEDTRONIC PLC(MDT)010,000+10,00008240.16%+824
VIATRIS INC(VTRS)075,000+75,00008120.16%+812
LAMB WESTON HLDGS INC(LW)07,500+7,50008110.16%+811
AAR CORP012,430+12,43007760.16%+776
INCEPTION GROWTH ACQUSTN LTD111,388182,536+71,1481,1831,9460.39%+763
AVANTOR INC(AVTR)032,500+32,50007420.15%+742
SPIRIT AEROSYSTEMS HLDGS INC023,000+23,00007310.15%+731
CUMMINS INC(CMI)4,2507,100+2,8509711,7010.34%+730
MBIA INC0187,500+187,50001,1480.23%+1,148
ANSYS INC01,820+1,82006600.13%+660
ANALOG DEVICES INC(ADI)03,200+3,20006350.13%+635
ISHARES TR03,100+3,10006220.12%+622
NEWMONT CORP(NEM)(Call)015,000+15,0000621+621
TRAVELERS COMPANIES INC(TRV)07,500+7,50001,4290.29%+1,429
ADOBE INC(ADBE)01,000+1,00005970.12%+597
AERSALE CORPORATION(Call)058,400+58,4000741+741
CATERPILLAR INC(CAT)(Put)02,000+2,0000591+591
ANGIODYNAMICS INC075,000+75,00005880.12%+588
HEALTHCARE RLTY TR(HR)458,000440,000-18,0006,9947,5811.52%+588
CHART INDS INC07,890+7,89001,0760.22%+1,076
ACADIA HEALTHCARE COMPANY IN(ACHC)07,500+7,50005830.12%+583
BARCLAYS BANK PLC(DJP)(Call)037,500+37,5000582+582
CAVA GROUP INC(CAVA)013,300+13,30005720.11%+572
SES AI CORPORATION0309,367+309,36705660.11%+566
ARRAY TECHNOLOGIES INC072,674+72,67401,2210.24%+1,221
SIGMA LITHIUM CORPORATION(SGML)(Call)017,500+17,5000552+552
INDIE SEMICONDUCTOR INC0116,109+116,10909420.19%+942
ARK ETF TR(Call)
INNOVATION ETF
010,000+10,0000524+524
NOVO-NORDISK A S(NVO)05,000+5,00005170.10%+517
MONGODB INC(MDB)01,250+1,25005110.10%+511
SPIRIT AEROSYSTEMS HLDGS INC(Call)015,000+15,0000477+477
SPIRIT AEROSYSTEMS HLDGS INC(Put)015,000+15,0000477+477
DYNATRACE INC(DT)08,500+8,50004650.09%+465
CARNIVAL CORP025,000+25,00004640.09%+464
HEALTH CATALYST INC050,000+50,00004630.09%+463
NORTH AMERN CONSTR GROUP LTD022,200+22,20004630.09%+463
MURAL ONCOLOGY PUB LTD CO075,543+75,54304470.09%+447
ADVISORSHARES TR
PURE US CANN ETF
063,500+63,50004450.09%+445
MCDONALDS CORP(MCD)01,500+1,50004450.09%+445
SABRA HEALTH CARE REIT INC(SBRA)030,000+30,00004280.09%+428
TEREX CORP NEW(TEX)07,300+7,30004190.08%+419
VISA INC(V)01,600+1,60004170.08%+417
ENDEAVOR GROUP HLDGS INC(Call)021,500+21,5000510+510
ANALOG DEVICES INC(ADI)(Call)02,000+2,0000397+397
FIVE9 INC(FIVN)(Call)05,000+5,0000393+393
BARCLAYS BANK PLC(DJP)025,000+25,00003880.08%+388
SOFI TECHNOLOGIES INC(SOFI)(Put)037,500+37,5000373+373
THUNDER BRDG CAP PRTNRS IV I0113,486+113,48601,1600.23%+1,160
DEERE & CO(DE)0900+90003600.07%+360
PENTAIR PLC(PNR)04,700+4,70003420.07%+342
PAYPAL HLDGS INC(PYPL)05,400+5,40003320.07%+332
ALLEGION PLC(ALLE)02,600+2,60003290.07%+329
FERROGLOBE PLC(GSM)(Call)050,000+50,0000326+326
VINCE HLDG CORP0174,763+174,76306050.12%+605
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