Fund HoldingsSoviero Asset Management, LP

Total Portfolio Value
$159.78M
Total Bought
$88.14M
Total Sold
$44.39M
Net Transaction
+$43.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SHARKNINJA INC(SN)(Call)072,000+72,00007,010+7,010
UIPATH INC(PATH)(Call)0370,000+370,00004,703+4,703
INTUITIVE MACHINES INC(LUNR)200,000330,000+130,0001,6105,9933.75%+4,383
UNDER ARMOUR INC(UA)0520,000+520,00004,3062.69%+4,306
SEADRILL 2021 LTD(SDRL)0110,000+110,00004,2822.68%+4,282
FLEX LTD(FLEX)0105,000+105,00004,0312.52%+4,031
HIMAX TECHNOLOGIES INC(HIMX)0500,000+500,00004,0202.52%+4,020
GLOBALSTAR INC(GSAT)01,800,000+1,800,00003,7262.33%+3,726
LAMB WESTON HLDGS INC(LW)050,000+50,00003,3422.09%+3,342
FORMFACTOR INC(FORM)074,000+74,00003,2562.04%+3,256
BIGBEAR AI HLDGS INC(BBAI)0730,000+730,00003,2492.03%+3,249
TWILIO INC(TWLO)43,00056,000+13,0002,8046,0523.79%+3,248
RIGETTI COMPUTING INC(RGTI)0210,000+210,00003,2052.01%+3,205
NEWELL BRANDS INC(NWL)0310,000+310,00003,0881.93%+3,088
FRESHWORKS INC(FRSH)0185,000+185,00002,9911.87%+2,991
UNITY SOFTWARE INC(U)0100,000+100,00002,2471.41%+2,247
CHART INDS INC23,00026,000+3,0002,8554,9623.11%+2,107
GAMESTOP CORP NEW(GME)065,000+65,00002,0371.27%+2,037
AMERICAN BATTERY TECHNOLOGY0680,000+680,00001,6731.05%+1,673
SHOE CARNIVAL INC050,563+50,56301,6731.05%+1,673
RECURSION PHARMACEUTICALS IN(RXRX)(Call)0230,000+230,00001,555+1,555
SEALSQ CORP0250,000+250,00001,5380.96%+1,538
SOLAREDGE TECHNOLOGIES INC(SEDG)(Call)0100,000+100,00001,360+1,360
PETCO HEALTH & WELLNESS CO I0350,000+350,00001,3340.83%+1,334
SHOPIFY INC(SHOP)42,00044,000+2,0003,3664,6792.93%+1,313
UNDER ARMOUR INC(UA)(Call)0155,000+155,00001,283+1,283
PALLADYNE AI CORP0100,000+100,00001,2270.77%+1,227
SOUNDHOUND AI INC(SOUN)050,000+50,00009920.62%+992
LULULEMON ATHLETICA INC(LULU)17,00014,500-2,5004,6135,5453.47%+932
CAMECO CORP(CCJ)44,00059,000+15,0002,1013,0321.90%+931
LUCKY STRIKE ENTERTAINMENT C(LUCK)160,000280,000+120,0001,8782,8031.75%+924
ALPHATEC HLDGS INC(ATEC)0100,000+100,00009180.57%+918
UIPATH INC(PATH)070,000+70,00008900.56%+890
ZEVIA PBC0210,000+210,00008800.55%+880
CORE SCIENTIFIC INC NEW(CORZ)260,000280,000+20,0003,0843,9342.46%+850
HERTZ GLOBAL HLDGS INC0220,000+220,00008050.50%+805
ROCKET LAB USA INC030,000+30,00007640.48%+764
SPORTSMANS WHSE HLDGS INC0250,000+250,00006680.42%+668
OPERA LTD(OPRA)340,000310,000-30,0005,2535,8713.67%+618
AMAZON COM INC(AMZN)30,00028,000-2,0005,5906,1433.84%+553
PHUNWARE INC0100,000+100,00005200.33%+520
WILLIAMS COS INC(WMB)85,00080,000-5,0003,8804,3302.71%+449
GREENIDGE GENERATION HLDGS I0251,147+251,14703890.24%+389
RANGE RES CORP(RRC)105,000100,000-5,0003,2303,5982.25%+368
NERDY INC0150,000+150,00002430.15%+243
ALBEMARLE CORP(ALB)29,00034,000+5,0002,7472,9271.83%+180
POTBELLY CORP530,000476,000-54,0004,4204,4842.81%+64
GILEAD SCIENCES INC(GILD)23,00020,000-3,0001,9281,8471.16%-81
MUELLER WTR PRODS INC(MWA)125,000115,000-10,0002,7132,5881.62%-125
ALTICE USA INC530,000400,000-130,0001,3049640.60%-340
CHARGEPOINT HOLDINGS INC700,0000-700,0009590-959
SANDRIDGE ENERGY INC367,482288,657-78,8254,4943,3802.12%-1,114
PBF ENERGY INC(PBF)165,000150,000-15,0005,1073,9832.49%-1,124
HUNTINGTON BANCSHARES INC(HBAN)250,000150,000-100,0003,6752,4411.53%-1,234
VERONA PHARMA PLC45,8410-45,8411,3190-1,319
COHERENT CORP(COHR)22,0004,000-18,0001,9563790.24%-1,577
GENERAC HLDGS INC(GNRC)27,00017,000-10,0004,2902,6361.65%-1,654
APPLE INC(AAPL)20,00012,000-8,0004,6603,0051.88%-1,655
WESTERN DIGITAL CORP.(WDC)30,0000-30,0002,0490-2,049
EVOLUS INC150,0000-150,0002,4300-2,430
BILL HOLDINGS INC52,0000-52,0002,7440-2,744
ORACLE CORP(ORCL)17,0000-17,0002,8970-2,897
WOLFSPEED INC(WOLF)300,0000-300,0002,9100-2,910
GENERAC HLDGS INC(GNRC)(Call)20,0000-20,0003,1780-3,178
ADVANCED MICRO DEVICES INC(AMD)39,0000-39,0006,3990-6,399
PBF ENERGY INC(PBF)(Call)246,0000-246,0007,6140-7,614
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