Fund HoldingsVELA Investment Management, LLC

Total Portfolio Value
$292.54M
Total Bought
$52.04M
Total Sold
$60.29M
Net Transaction
-$8.26M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF Trust(SPY)(Put)010,000+10,00005,738+5,738
Amazon.com Inc(AMZN)19,53232,110+12,5783,7755,9832.05%+2,208
DENTSPLY Sirona Inc(XRAY)080,120+80,12002,1680.74%+2,168
Nvidia Corp(NVDA)(Put)015,000+15,00001,822+1,822
Cullen/Frost Bankers Inc(CFR)017,055+17,05501,9080.65%+1,908
3M Co(MMM)(Put)012,000+12,00001,640+1,640
Goldman Sachs Group Inc/The(GS)(Put)03,200+3,20001,584+1,584
Abbott Laboratories034,439+34,43903,9261.34%+3,926
Lincoln Electric Holdings Inc(LECO)18,67825,047+6,3693,5234,8101.64%+1,286
Tetra Tech Inc(TTEK)7,27858,510+51,2321,4882,7590.94%+1,271
Ulta Beauty Inc(ULTA)03,035+3,03501,1810.40%+1,181
Graham Holdings Co(GHC)9,8399,773-666,8838,0312.75%+1,148
Greenbrier Cos Inc/The(GBX)0150,295+150,29507,6492.61%+7,649
Antero Resources Corp(AR)31,32873,816+42,4881,0222,1150.72%+1,093
Nvidia Corp(NVDA)(Call)015,000+15,00001,822+1,822
Range Resources Corp(RRC)0123,286+123,28603,7921.30%+3,792
Indivior PLC15,000123,435+108,4352351,2120.41%+977
Starbucks Corp(SBUX)(Put)010,000+10,0000975+975
Movado Group PLC(MOV)051,360+51,36009550.33%+955
Amazon.com Inc(AMZN)(Put)05,000+5,0000932+932
Criteo SA(CRTO)96,845111,624+14,7793,6534,4921.54%+839
Performance Food Group Co(PFGC)042,896+42,89603,3621.15%+3,362
Hub Group Inc(HUBG)239,183244,460+5,27710,29711,1113.80%+814
Halozyme Therapeutics Inc.(HALO)012,729+12,72907290.25%+729
Autodesk Inc9,88511,520+1,6352,4463,1741.08%+727
NIKE Inc(NKE)(Put)08,000+8,0000707+707
SEMrush Holdings Inc
CL A COM
044,651+44,65107010.24%+701
Alamos Gold Inc195,357188,357-7,0003,0633,7561.28%+693
Valvoline Inc(VVV)060,272+60,27202,5220.86%+2,522
Masco Corp(MAS)07,720+7,72006480.22%+648
Lantheus Holdings Inc(LNTH)21,39221,39201,7182,3480.80%+630
Axis Capital Holdings Ltd
SHS
46,61949,287+2,6683,2943,9241.34%+630
AMN Healthcare Services Inc12,19029,548+17,3586241,2530.43%+628
Assured Guaranty Ltd(AGO)23,39830,263+6,8651,8052,4070.82%+601
Salesforce Inc(CRM)(Put)04,500+4,50001,232+1,232
Uber Technologies Inc(UBER)(Put)07,800+7,8000586+586
Booking Holdings Inc(BKNG)216336+1208561,4150.48%+560
Seaboard Corp(SEB)807976+1692,5513,0621.05%+511
Johnson & Johnson(JNJ)31,43431,488+544,5945,1031.74%+509
Applied Industrial Technologie(AIT)25,93624,668-1,2685,0325,5041.88%+473
Denali Therapeutics Inc(DNLI)015,635+15,63504550.16%+455
Roivant Sciences Ltd(ROIV)069,072+69,07207970.27%+797
3M Co(MMM)13,19513,156-391,3481,7980.61%+450
Starbucks Corp(SBUX)47,09741,967-5,1303,6674,0911.40%+425
Sun Country Airlines Holding037,579+37,57904210.14%+421
Wix.com Ltd
SHS
8,82310,797+1,9741,4031,8050.62%+401
EPAM Systems Inc(EPAM)1,4693,397+1,9282766760.23%+400
NIKE Inc(NKE)16,70818,684+1,9761,2591,6520.56%+392
Biohaven Ltd(BHVN)017,530+17,53008760.30%+876
Encompass Health Corp(EHC)036,508+36,50803,5281.21%+3,528
Mama's Creations Inc387,152409,092+21,9402,6092,9861.02%+377
BWX Technologies Inc(BWXT)27,33127,33102,5962,9711.02%+374
MPLX LP(MPLX)19,76827,349+7,5818421,2160.42%+374
Walt Disney Co/The(DIS)047,584+47,58404,5771.56%+4,577
Electronic Arts Inc(EA)02,480+2,48003560.12%+356
Coca-Cola Consolidated Inc(COKE)4,0883,632-4564,4354,7811.63%+346
Copa Holdings SA(CPA)28,37632,371+3,9952,7013,0381.04%+337
PROCEPT BioRobotics Corp(PRCT)20,48719,616-8711,2521,5720.54%+320
AT&T Inc(T)110,595110,599+42,1132,4330.83%+320
Arch Capital Group Ltd
ORD
44,62742,965-1,6624,5024,8071.64%+305
Microchip Technology Inc(MCHP)020,684+20,68401,6610.57%+1,661
Nomad Foods LTD(NOMD)015,000+15,00002860.10%+286
Onto Innovation Inc(ONTO)1,6833,128+1,4453706490.22%+280
Altria Group Inc(MO)50,09350,09302,2822,5570.87%+275
PayPal Holdings Inc(PYPL)013,598+13,59801,0610.36%+1,061
Deere & Co(DE)02,613+2,61301,0900.37%+1,090
MetLife Inc(MET)19,53919,553+141,3711,6130.55%+241
BOK Financial Corp(BOKF)018,542+18,54201,9400.66%+1,940
Citigroup Inc(C)026,438+26,43801,6550.57%+1,655
Accenture PLC
SHS CLASS A
4,5604,56001,3841,6120.55%+228
Visa Inc(V)04,974+4,97401,3680.47%+1,368
Tyson Foods Inc(TSN)5,9199,350+3,4313385570.19%+219
Garmin Ltd(GRMN)01,214+1,21402140.07%+214
Huntington Ingalls Industries(HII)7,7097,955+2461,8992,1030.72%+204
Zoetis Inc(ZTS)8,9168,930+141,5461,7450.60%+199
ServiceNow Inc(NOW)1,8091,80901,4231,6180.55%+195
Core & Main Inc(CNM)047,881+47,88102,1260.73%+2,126
Workday Inc(WDAY)02,240+2,24005470.19%+547
Accenture PLC(Put)
SHS CLASS A
3,4003,40001,0321,202+170
AbbVie Inc(ABBV)14,09713,054-1,0432,4182,5780.88%+160
Meta Platforms Inc(META)4,1443,914-2302,0892,2410.77%+151
Smartsheet Inc12,29112,29105426800.23%+139
Meta Platforms Inc(META)(Put)2,0002,00001,0081,145+136
Smartsheet Inc(Put)12,00012,0000529664+135
Kirby Corp(KEX)118,792117,207-1,58514,22314,3504.91%+127
Kraft Heinz Co/The(KHC)043,770+43,77001,5370.53%+1,537
Rocket Pharmaceuticals Inc030,959+30,95905720.20%+572
JB Hunt Transport Services Inc(JBHT)9,8199,813-61,5711,6910.58%+120
Salesforce Inc(CRM)06,105+6,10501,6710.57%+1,671
Genuine Parts Co(GPC)3,1243,884+7604325430.19%+110
Maravai LifeSciences Holdings(MRVI)95,86695,86606867970.27%+110
Home Depot Inc/The(HD)03,085+3,08501,2500.43%+1,250
Goldman Sachs Group Inc/The(GS)2,5642,546-181,1601,2610.43%+101
Bank of America Corp30,39232,942+2,5501,2091,3070.45%+98
BBB Foods Inc(TBBB)15,00015,00003584500.15%+92
Deere & Co(DE)(Put)1,6001,6000598668+70
Norfolk Southern Corp(NSC)02,058+2,05805110.17%+511
SPDR S&P 500 ETF Trust(SPY)0120+1200690.02%+69
Mr Cooper Group Inc06,146+6,14605670.19%+567
T-Mobile US Inc(TMUS)6,7656,101-6641,1921,2590.43%+67
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