Fund HoldingsCrawford Fund Management, LLC

Total Portfolio Value
$149.30M
Total Bought
$173.89M
Total Sold
$88.73M
Net Transaction
+$85.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
IONQ INC(IONQ)(Put)554,900420,000-134,9004,85017,543+12,694
BOEING CO(BA)(Put)197,700237,100+39,40030,05841,967+11,908
AFFIRM HLDGS INC(AFRM)(Put)307,800331,900+24,10012,56420,213+7,648
BLOOM ENERGY CORP(Put)357,500495,800+138,3003,77511,012+7,237
C3 AI INC(AI)(Put)0325,000+325,000011,190+11,190
SUPER MICRO COMPUTER INC(SMCI)(Put)0192,500+192,50005,867+5,867
PALANTIR TECHNOLOGIES INC(PLTR)(Put)0111,600+111,60008,440+8,440
KASPI KZ JSC(KSPI)057,165+57,16505,4143.63%+5,414
TOAST INC(TOST)0142,600+142,60005,1983.48%+5,198
ASANA INC(ASAN)(Put)0244,000+244,00004,946+4,946
NEXTNAV INC(NN)(Put)0303,000+303,00004,715+4,715
LEMONADE INC(LMND)(Put)0201,600+201,60007,395+7,395
RIVIAN AUTOMOTIVE INC(RIVN)(Put)0796,200+796,200010,589+10,589
NUSCALE PWR CORP(SMR)(Put)90,500265,000+174,5001,0484,751+3,703
NEWELL BRANDS INC(NWL)0369,300+369,30003,6782.46%+3,678
ALEXANDRIA REAL ESTATE EQ IN034,500+34,50003,3652.25%+3,365
ROKU INC(ROKU)106,382146,332+39,9507,94210,8787.29%+2,936
VERISIGN INC012,700+12,70002,6281.76%+2,628
DOUGLAS EMMETT INC(DEI)162,436290,338+127,9022,8545,3893.61%+2,535
SITIME CORP(SITM)(Put)010,700+10,70002,295+2,295
HOULIHAN LOKEY INC(HLI)(Call)013,000+13,00002,258+2,258
BOSTON BEER INC(SAM)026,736+26,73608,0205.37%+8,020
APPLIED DIGITAL CORP(Put)0290,500+290,50002,219+2,219
SOUNDHOUND AI INC(SOUN)(Put)131,000141,500+10,5006102,807+2,197
SOFI TECHNOLOGIES INC(SOFI)(Put)545,500411,500-134,0004,2886,337+2,049
FTAI INFRASTRUCTURE INC(Put)0278,500+278,50002,022+2,022
READY CAPITAL CORP(Put)127,500399,000+271,5009732,721+1,748
CHENIERE ENERGY INC(LNG)44,15645,076+9207,9419,6856.49%+1,744
SKYWATER TECHNOLOGY INC(SKYT)(Put)0125,000+125,00001,725+1,725
FERRARI N V(Put)
COM
05,200+5,20002,209+2,209
IVANHOE ELECTRIC INC(IE)(Put)0222,700+222,70001,681+1,681
BAUSCH HEALTH COS INC(Put)140,500345,500+205,0001,1462,785+1,638
FRONTIER GROUP HLDGS INC(ULCC)(Put)175,000361,500+186,5009362,570+1,634
XPEL INC(XPEL)136,593187,994+51,4015,9247,5085.03%+1,584
HARLEY DAVIDSON INC(HOG)(Put)54,000121,500+67,5002,0813,661+1,580
HIMS & HERS HEALTH INC(HIMS)(Put)0191,700+191,70004,635+4,635
COMCAST CORP NEW(CCZ)(Call)039,500+39,50001,482+1,482
JOBY AVIATION INC(JOBY)(Put)176,500281,500+105,0008882,289+1,401
THE REALREAL INC(REAL)(Put)50,000138,000+88,0001571,508+1,351
ZETA GLOBAL HOLDINGS CORP(ZETA)(Put)073,000+73,00001,313+1,313
BRIDGEBIO PHARMA INC(BBIO)(Put)23,50065,500+42,0005981,797+1,199
HINGHAM INSTN SVGS MASS09,381+9,38102,3841.60%+2,384
MIND MEDICINE MINDMED INC(Put)0273,500+273,50001,904+1,904
COHERENT CORP(COHR)(Put)20,10030,200+10,1001,7872,861+1,074
CORECIVIC INC(CXW)(Call)093,500+93,50002,033+2,033
CANTALOUPE INC(Call)0108,000+108,00001,027+1,027
NEWELL BRANDS INC(NWL)(Call)154,700220,700+66,0001,1882,198+1,010
BLEND LABS INC(Put)0232,500+232,5000979+979
MACERICH CO(MAC)(Put)77,600118,000+40,4001,4152,351+935
MOSAIC CO NEW(MOS)(Call)0160,000+160,00003,933+3,933
RIOT PLATFORMS INC(RIOT)(Put)0188,000+188,00001,919+1,919
10X GENOMICS INC(TXG)(Put)061,700+61,7000886+886
WISDOMTREE INC(WT)499,874559,874+60,0004,9945,8793.94%+885
PARK HOTELS & RESORTS INC(PK)(Put)062,500+62,5000879+879
ROYAL GOLD INC(RGLD)47,32757,027+9,7006,6407,5195.04%+879
VIASAT INC(VSAT)(Put)80,500212,500+132,0009611,808+847
LUMEN TECHNOLOGIES INC(LUMN)(Put)0158,000+158,0000839+839
ROBINHOOD MKTS INC(HOOD)(Put)059,000+59,00002,198+2,198
SNAP INC(SNAP)(Put)0166,500+166,50001,793+1,793
FORD MTR CO(F)(Put)0295,500+295,50002,925+2,925
NORWEGIAN CRUISE LINE HLDG L(Put)
SHS
0150,000+150,00003,860+3,860
ALEXANDRIA REAL ESTATE EQ IN(Call)010,500+10,50001,024+1,024
FARMLAND PARTNERS INC(Put)063,500+63,5000747+747
VNET GROUP INC(VNET)(Put)0150,000+150,0000711+711
PENN ENTERTAINMENT INC(PENN)(Put)061,000+61,00001,209+1,209
LAUDER ESTEE COS INC(EL)(Call)09,300+9,3000697+697
LOMA NEGRA C I A S A MTN 14(Call)058,000+58,0000693+693
GENERAL MTRS CO(GM)(Put)0147,600+147,60007,863+7,863
UNITY SOFTWARE INC(U)(Put)211,500243,500+32,0004,7845,471+687
ZSCALER INC(ZS)(Put)03,700+3,7000668+668
APPLE INC(AAPL)(Put)06,200+6,20001,553+1,553
EVGO INC(Put)111,200269,500+158,3004601,091+631
INTUITIVE MACHINES INC(LUNR)(Put)91,00075,000-16,0007331,362+629
WOLFSPEED INC(WOLF)(Put)094,500+94,5000629+629
CADIZ INC(Put)0118,000+118,0000614+614
HONEST CO INC(Put)133,000155,000+22,0004751,074+599
FASTLY INC(FSLY)(Put)307,000309,500+2,5002,3242,922+598
COURSERA INC(COUR)(Put)103,500166,000+62,5008221,411+589
VIRGIN GALACTIC HOLDINGS INC(Put)90,000188,500+98,5005491,108+559
CHARTER COMMUNICATIONS INC N(CHTR)(Put)01,600+1,6000548+548
NEW FORTRESS ENERGY INC(Put)036,000+36,0000544+544
TEVA PHARMACEUTICAL INDS LTD(TEVA)(Put)156,500152,000-4,5002,8203,350+530
NUTANIX INC(NTNX)(Put)80,20086,300+6,1004,7525,280+528
HOME BANCORP INC91,24799,245+7,9984,0684,5863.07%+518
SNOWFLAKE INC(SNOW)(Put)11,90012,200+3001,3671,884+517
UNITEDHEALTH GROUP INC(UNH)(Put)01,000+1,0000506+506
SUNCOR ENERGY INC NEW(SU)(Call)024,000+24,0000856+856
FIGS INC(FIGS)(Call)0213,500+213,50001,322+1,322
STITCH FIX INC(Put)0110,000+110,0000474+474
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)(Put)0116,500+116,5000460+460
AMC ENTMT HLDGS INC(AMC)(Put)0200,500+200,5000798+798
TESLA INC(TSLA)03,000+3,00001,2120.81%+1,212
UNITED STATES STL CORP NEW(Put)39,00053,000+14,0001,3781,801+424
ERIE INDTY CO(ERIE)(Put)01,000+1,0000412+412
MARA HOLDINGS INC(MARA)(Put)033,000+33,0000553+553
RIGETTI COMPUTING INC(RGTI)(Put)025,000+25,0000382+382
QUANTUM COMPUTING INC(QUBT)(Put)022,500+22,5000372+372
ACADIA PHARMACEUTICALS INC019,800+19,80003630.24%+363
TUCOWS INC(Put)83,800123,300+39,5001,7512,113+363
NEW YORK TIMES CO(NYT)(Put)06,500+6,5000338+338
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