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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Laurion Capital Management LP

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001390202-26-000006

Total Value
$2.69B
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642876551,500,000$369.2M13.75%
2ALPHABET INCGOOG456,343$142.8M5.32%
3BRIDGEBIO PHARMA INCBBIO1,402,150$107.3M3.99%
4NORFOLK SOUTHN CORP655844108351,648$101.5M3.78%
5ALPHABET INCGOOG314,000$98.5M3.67%
6APPLE INCAAPL345,433$93.9M3.50%
7ELECTRONIC ARTS INCEA443,580$90.6M3.38%
8DELL TECHNOLOGIES INCDELL650,000$81.8M3.05%
9DELL TECHNOLOGIES INCDELL650,000$81.8M3.05%
10NUVATION BIO INCNUVB7,852,638$70.4M2.62%
11WARNER BROS DISCOVERY INCWBD2,427,610$70.0M2.61%
12MINERALYS THERAPEUTICS INCMLYS1,713,485$62.2M2.32%
13EXACT SCIENCES CORP30063P105499,532$50.7M1.89%
14NVIDIA CORPORATIONNVDA270,262$50.4M1.88%
15MICROSOFT CORPMSFT102,000$49.3M1.84%
16TESLA INCTSLA105,206$47.3M1.76%
17TEXAS INSTRS INC882508104246,400$42.7M1.59%
18MCDONALDS CORPMCD130,300$39.8M1.48%
19BRISTOL-MYERS SQUIBB COCELG-RI700,000$37.8M1.41%
20EXXON MOBIL CORPXOM268,000$32.3M1.20%
21EXXON MOBIL CORPXOM268,000$32.3M1.20%
22APPLE INCAAPL83,900$22.8M0.85%
23ALPHABET INCGOOG71,800$22.5M0.84%
24DELL TECHNOLOGIES INCDELL171,456$21.6M0.80%
25BRIDGEBIO PHARMA INCBBIO19,100,000$21.5M0.80%
26SOFI TECHNOLOGIES INCSOFI810,788$21.2M0.79%
27CARVANA COCVNA47,900$20.2M0.75%
28GOLDMAN SACHS GROUP INCGSCE22,200$19.5M0.73%
29CATERPILLAR INCCAT33,100$19.0M0.71%
30ALPHABET INCGOOG60,500$18.9M0.71%
31BRIDGEBIO ONCOLOGY THERAPEUTBBOT1,464,938$18.3M0.68%
32BOEING COBA-PA82,141$17.8M0.66%
33BANK AMERICA CORP060505104324,000$17.8M0.66%
34NIO INCNIOIF17,500,000$17.0M0.63%
35CITIGROUP INCC-PR143,200$16.7M0.62%
36APPLE INCAAPL55,900$15.2M0.57%
37CATERPILLAR INCCAT26,200$15.0M0.56%
38SHOPIFY INCSHOP90,400$14.6M0.54%
39NIO INCNIOIF15,500,000$14.0M0.52%
40MONGODB INCMDB32,100$13.5M0.50%
41BROADCOM INCAVGO38,606$13.4M0.50%
42PEPGEN INCPEPG2,052,133$13.4M0.50%
43AARDVARK THERAPEUTICS INCAARD1,014,911$13.3M0.50%
44SYNOPSYS INCSNPS28,300$13.3M0.49%
45CME GROUP INCCME48,604$13.3M0.49%
46ADVANCED MICRO DEVICES INCAMD61,700$13.2M0.49%
47FOX CORPFOX178,900$13.1M0.49%
48CLEVELAND-CLIFFS INC NEWCLF947,573$12.6M0.47%
49TESLA INCTSLA27,900$12.5M0.47%
50GOLDMAN SACHS GROUP INCGSCE13,700$12.0M0.45%
51COINBASE GLOBAL INCCOIN53,100$12.0M0.45%
52APPLOVIN CORPAPP17,500$11.8M0.44%
53ANALOG DEVICES INCADI41,500$11.3M0.42%
54APPLOVIN CORPAPP16,300$11.0M0.41%
55CHIPOTLE MEXICAN GRILL INCCMG287,900$10.7M0.40%
56MICRON TECHNOLOGY INCMU36,300$10.4M0.39%
57ALPHABET INCGOOG32,300$10.1M0.38%
58MORGAN STANLEYMS-PQ55,700$9.9M0.37%
59BOEING COBA-PA42,500$9.2M0.34%
60COINBASE GLOBAL INCCOIN38,713$8.8M0.33%
61ADVANCED MICRO DEVICES INCAMD40,700$8.7M0.32%
62KKR & CO INCKKRT67,100$8.6M0.32%
63ALPHABET INCGOOG25,500$8.0M0.30%
64PALANTIR TECHNOLOGIES INCPLTR44,600$7.9M0.30%
65CARDIFF ONCOLOGY INCCRDF2,646,738$7.4M0.28%
66FERGUSON ENTERPRISES INCFERG29,995$6.7M0.25%
67AUTOLUS THERAPEUTICS PLCAUTL3,316,626$6.6M0.25%
68CHENIERE ENERGY INCLNG33,835$6.6M0.24%
69AMERICAN EXPRESS COAXP17,600$6.5M0.24%
70TEXAS INSTRS INC88250810435,011$6.1M0.23%
71AFFIRM HLDGS INCAFRM81,400$6.1M0.23%
72CITIGROUP INCC-PR51,500$6.0M0.22%
73SHOPIFY INCSHOP36,716$5.9M0.22%
74BANK AMERICA CORP060505104107,000$5.9M0.22%
75DOMINION ENERGY INCD100,000$5.9M0.22%
76BLACKSTONE INCBX37,400$5.8M0.21%
77CHIPOTLE MEXICAN GRILL INCCMG152,700$5.6M0.21%
78PYXIS ONCOLOGY INCPYXS4,796,479$5.5M0.21%
79FIRST SOLAR INCFSLR20,600$5.4M0.20%
80APPLIED MATLS INC03822210519,400$5.0M0.19%
81COHERENT CORPCOHR25,000$4.6M0.17%
82FOX CORPFOX60,600$4.4M0.16%
83VOR BIOPHARMA INCVOR317,243$4.1M0.15%
84SERVICENOW INCNOW26,600$4.1M0.15%
85DANAHER CORPORATION23585110217,800$4.1M0.15%
86PALO ALTO NETWORKS INCPANW22,078$4.1M0.15%
87APPLIED MATLS INC03822210515,700$4.0M0.15%
88ROCKET COS INC77311W101207,165$4.0M0.15%
89HEWLETT PACKARD ENTERPRISE CHPE-PC160,000$3.8M0.14%
90HEWLETT PACKARD ENTERPRISE CHPE-PC160,000$3.8M0.14%
91MORGAN STANLEYMS-PQ19,300$3.4M0.13%
92SYNOPSYS INCSNPS6,500$3.1M0.11%
93ROYAL CARIBBEAN GROUPV7780T10310,400$2.9M0.11%
94ANALOG DEVICES INCADI10,300$2.8M0.10%
95ADVANCED MICRO DEVICES INCAMD12,704$2.7M0.10%
96MONGODB INCMDB6,440$2.7M0.10%
97LEGENCE CORPLGN62,230$2.7M0.10%
98LPL FINL HLDGS INC50212V1007,000$2.5M0.09%
99FLUTTER ENTMT PLCG3643J10810,108$2.2M0.08%
100SANDISK CORPSNDK8,919$2.1M0.08%
101AMERICAN EXPRESS COAXP5,700$2.1M0.08%
102COLUMBIA BKG SYS INC19723610275,210$2.1M0.08%
103FIRST CTZNS BANCSHARES INC D31946M103977$2.1M0.08%
104MERCK & CO INCMRK19,693$2.1M0.08%
105IMMUNIC INCIMUX3,882,162$2.1M0.08%
106SERVICENOW INCNOW12,300$1.9M0.07%
107ACUMEN PHARMACEUTICALS INCABOS867,046$1.8M0.07%
108ASTRAZENECA PLCAZN19,000$1.7M0.07%
109CROWDSTRIKE HLDGS INCCRWD3,700$1.7M0.06%
110NAVAN INCNAVN100,000$1.7M0.06%
111VEEVA SYS INCVEEV7,300$1.6M0.06%
112CISCO SYS INCCSCO20,904$1.6M0.06%
113AMERICAN WTR WKS CO INC NEW03042010312,000$1.6M0.06%
114ROYAL GOLD INCRGLD7,000$1.6M0.06%
115LUMEXA IMAGING HOLDINGS INCLMRI80,000$1.5M0.06%
116EBAY INC.EBAY16,700$1.5M0.05%
117FIRST SOLAR INCFSLR5,152$1.3M0.05%
118NVIDIA CORPORATIONNVDA7,100$1.3M0.05%
119OCCIDENTAL PETE CORP67459910531,300$1.3M0.05%
120ABERCROMBIE & FITCH COANF9,950$1.3M0.05%
121ON HLDG AGH5919C10425,327$1.2M0.04%
122SPOTIFY TECHNOLOGY S ASPOT2,000$1.2M0.04%
123REDDIT INCRDDT5,000$1.1M0.04%
124DIGITALBRIDGE GROUP INCDBRG-PJ72,755$1.1M0.04%
125BLACKSTONE INCBX7,228$1.1M0.04%
126WALMART INCWMT10,000$1.1M0.04%
127TAKE-TWO INTERACTIVE SOFTWARTTWO4,218$1.1M0.04%
128MAXLINEAR INCMXL60,596$1.1M0.04%
129MICROCHIP TECHNOLOGY INC.MCHPP16,000$1.0M0.04%
130VERA THERAPEUTICS INCVERA20,000$1.0M0.04%
131VERTEX PHARMACEUTICALS INCVRTX2,200$997,3920.04%
132HONEYWELL INTL INC4385161065,100$994,9590.04%
133MARRIOTT INTL INC NEW5719032023,200$992,7680.04%
134QUALCOMM INCQCOM5,800$992,0900.04%
135AIRBNB INCABNB7,300$990,7560.04%
136TERADYNE INCTER5,100$987,1560.04%
137AMGEN INCAMGN3,000$981,9300.04%
138ROPER TECHNOLOGIES INCROP2,200$979,2860.04%
139AUTODESK INCADSK3,300$976,8330.04%
140NXP SEMICONDUCTORS N VNXPI4,500$976,7700.04%
141VERTIV HOLDINGS COVRT6,000$972,0600.04%
142AXON ENTERPRISE INCAXON1,700$965,4810.04%
143MORGAN STANLEYMS-PQ5,254$932,7430.03%
144GLOBALFOUNDRIES INCGFS25,866$903,2410.03%
145MILLERKNOLL INCMLKN48,881$893,5450.03%
146BIOGEN INCBIIB5,033$885,7580.03%
147JEFFERIES FINL GROUP INC47233W10914,180$878,7350.03%
148UNIFIRST CORP MASSUNF4,533$874,4160.03%
149WERNER ENTERPRISES INCWERN28,926$868,0690.03%
150AMRIZE LTDAMRZ16,000$865,2800.03%
151URBAN OUTFITTERS INCURBN11,394$857,5120.03%
152CENTURI HOLDINGS INCCTRI33,700$850,9250.03%
153CLEARWATER ANALYTICS HLDGS ICWAN35,066$845,7920.03%
154TRIUMPH FINANCIAL INCTFIN-P13,404$839,4930.03%
155BRINKER INTL INC1096411005,822$835,5730.03%
156MAGNITE INCMGNI50,869$825,6040.03%
157ON SEMICONDUCTOR CORPON15,195$822,8090.03%
158CNX RES CORPCNX22,359$822,1400.03%
159BROOKFIELD ASSET MANAGMT LTD11300410515,500$812,0450.03%
160HERC HLDGS INCHRI5,457$809,7100.03%
161ALBANY INTL CORP01234810815,964$809,3750.03%
162CORECIVIC INCCXW42,127$805,0470.03%
163THE TRADE DESK INC88339J10521,098$800,8800.03%
164ACADEMY SPORTS & OUTDOORS INASO16,026$800,6590.03%
165LIBERTY ENERGY INCLBRT43,279$798,9300.03%
166TOPGOLF CALLAWAY BRANDS CORP13119310468,394$798,1580.03%
167O-I GLASS INCOI54,046$797,7190.03%
168MAREX GROUP PLCMRX20,710$794,4360.03%
169RXO INCRXO62,448$789,3430.03%
170ALKAMI TECHNOLOGY INCALKT34,188$788,7170.03%
171UNITED PARKS & RESORTS INCPRKS21,681$787,0200.03%
172WORTHINGTON STL INC98210410122,615$782,9310.03%
173DYCOM INDS INC2674751012,314$781,9010.03%
174TOAST INCTOST21,956$779,6580.03%
175AMPLITUDE INCAMPL67,065$776,6130.03%
176SPS COMM INCSPSC8,678$773,4700.03%
177TECNOGLASS INCTGLS15,351$772,4620.03%
178JBT MAREL CORPORATIONJBTM5,126$772,3340.03%
179ASANA INCASAN56,213$770,6800.03%
180CISCO SYS INCCSCO10,000$770,3000.03%
181RED ROCK RESORTS INCRRR12,356$765,4540.03%
182SIRIUSPOINT LTDSPNT34,919$764,3770.03%
183GEO GROUP INC NEWGEO47,195$760,7830.03%
184KINETIK HOLDINGS INCKNTK21,043$758,6000.03%
185FIRST BANCORP P R31867270636,584$758,3860.03%
186EVERQUOTE INCEVER28,056$757,5120.03%
187STONEX GROUP INCSNEX7,947$755,9980.03%
188BOISE CASCADE CO DELBCC10,233$753,1490.03%
189AVEPOINT INCAVPT54,096$751,3930.03%
190KENNAMETAL INCKMT26,407$750,2230.03%
191SPX TECHNOLOGIES INCSPXC3,744$749,0250.03%
192CALUMET INCCLMT37,631$747,7280.03%
193SELECTIVE INS GROUP INC8163001078,935$747,5910.03%
194TRINET GROUP INCTNET12,634$747,0480.03%
195TELEPHONE & DATA SYS INCTDS-PV18,154$744,3140.03%
196LIFE TIME GROUP HOLDINGS INCLTH27,741$737,3560.03%
197ATLAS ENERGY SOLUTIONS INCAESI78,081$735,5230.03%
198CHEFS WHSE INC16308610111,765$733,3120.03%
199SYLVAMO CORPSLVM15,192$731,4950.03%
200PALOMAR HLDGS INCPLMR5,428$731,4770.03%
201DONNELLEY FINL SOLUTIONS INC25787G10015,631$729,8110.03%
202CARTERS INCCRI22,418$727,0160.03%
203PEBBLEBROOK HOTEL TRPEB-PH63,451$718,2650.03%
204COREWEAVE INCCRWV9,989$715,3120.03%
205COMMVAULT SYS INCCVLT5,699$714,4270.03%
206Q2 HLDGS INCQTWO9,827$709,1160.03%
207KNIFE RIVER CORPKNF10,042$706,4550.03%
208SKYWARD SPECIALTY INS GROUP83094010213,818$706,2380.03%
209EVERTEC INCEVTC24,202$704,0360.03%
210WD 40 COWDFC3,572$703,3270.03%
211SM ENERGY COSM37,576$702,6710.03%
212CVB FINL CORP12660010537,694$701,1080.03%
213GROUP 1 AUTOMOTIVE INCGPI1,782$700,8610.03%
214IDT CORPIDT13,683$700,7060.03%
215SENSIENT TECHNOLOGIES CORPSXT7,449$699,8340.03%
216CURBLINE PPTYS CORP23128Q10130,107$698,7830.03%
217TAYLOR MORRISON HOME CORPTMHC11,816$695,6080.03%
218NEW JERSEY RES CORPNJR15,058$694,4750.03%
219TREEHOUSE FOODS INC89469A10429,418$693,9710.03%
220GOLAR LNG LTDGLNG18,622$692,9250.03%
221TRIPADVISOR INCTRIP47,533$692,0800.03%
222MERITAGE HOMES CORPMTH10,487$690,0450.03%
223MARZETTI COMPANYMZTI4,194$689,5770.03%
224AFFIRM HLDGS INCAFRM9,264$689,5190.03%
225SONIC AUTOMOTIVE INCSAH11,119$687,8210.03%
226PAR TECHNOLOGY CORPPAR18,910$686,0550.03%
227ARLO TECHNOLOGIES INCARLO49,023$685,8320.03%
228NORTHERN OIL & GAS INCNOG31,899$684,8720.03%
229ATKORE INCATKR10,804$683,3530.03%
230MGE ENERGY INCMGEE8,694$681,7830.03%
231BOX INCBXCAP22,775$681,2000.03%
232C3 AI INCAI50,522$681,0370.03%
233CADRE HLDGS INCCDRE16,596$677,7810.03%
234ADIENT PLCADNT35,350$677,6600.03%
235NATIONAL BEVERAGE CORPFIZZ21,227$676,9290.03%
236CARVANA COCVNA1,600$675,2320.03%
237MAGNOLIA OIL & GAS CORPMGY30,845$675,1970.03%
238TPG INCTPGXL10,500$670,3200.02%
239WORTHINGTON ENTERPRISES INCWOR12,936$667,1100.02%
240AGILYSYS INCAGYS5,566$661,4630.02%
241MIRION TECHNOLOGIES INCMIR28,188$660,1630.02%
242NOBLE CORP PLCNE-WT23,335$658,9800.02%
243ARMOUR RESIDENTIAL REIT INCARR-PC37,235$658,6870.02%
244QUALYS INCQLYS4,926$654,6650.02%
245ITRON INCITRI7,046$654,2920.02%
246FLUOR CORP NEWFLR16,501$653,9350.02%
247LGI HOMES INCLGIH14,998$644,3140.02%
248UNIVERSAL TECHNICAL INST INCUTI24,372$636,8400.02%
249VALARIS LTDVAL-WT12,483$629,1430.02%
250EXP WORLD HLDGS INCEXPI65,849$595,9330.02%
251APPLIED MATLS INC0382221052,300$591,0770.02%
252SHARKNINJA INCSN5,000$559,5000.02%
253HARMONIC INCHLIT55,719$551,0610.02%
254CDW CORPCDW4,003$545,2090.02%
255OVINTIV INCOVV13,908$545,0550.02%
256MONOLITHIC PWR SYS INC609839105600$543,8160.02%
257CINEMARK HLDGS INCCNK23,398$543,7700.02%
258POST HLDGS INCPOST5,400$534,8700.02%
259US BANCORP DELUSB-PS9,958$531,3590.02%
260COINBASE GLOBAL INCCOIN2,200$497,5080.02%
261VERIZON COMMUNICATIONS INCVZ11,431$465,5850.02%
262COMMERCE BANCSHARES INCCBSH8,832$462,2670.02%
263YPF SOCIEDAD ANONIMAYPF12,000$433,9200.02%
264PALANTIR TECHNOLOGIES INCPLTR2,345$416,8240.02%
265PALO ALTO NETWORKS INCPANW2,200$405,2400.02%
266HAMILTON LANE INCHLNE3,000$402,9300.02%
267NOVANTA INCNOVTU3,225$383,7430.01%
268SYNCHRONY FINANCIALSYF-PB4,588$382,7770.01%
269TRUPANION INCTRUP9,458$353,4450.01%
270FORTIVE CORPFTV6,348$350,4730.01%
271CLEARWATER PAPER CORPCLW20,000$348,0000.01%
272LULULEMON ATHLETICA INCLULU1,600$332,4960.01%
273CALIFORNIA RES CORPCRC7,304$326,5620.01%
274UNITED THERAPEUTICS CORP DELUTHR670$326,4580.01%
275EXXON MOBIL CORPXOM2,651$319,0210.01%
276PLIANT THERAPEUTICS INCPLRX257,400$314,0280.01%
277ARCH CAP GROUP LTDG0450A1053,138$300,9970.01%
278ALTRIA GROUP INCMO5,171$298,1600.01%
279DISNEY WALT CO2546871062,565$291,8200.01%
280TKO GROUP HOLDINGS INCTKO1,383$289,0470.01%
281DANAHER CORPORATION2358511021,211$277,2220.01%
282GARTNER INCIT1,084$273,4720.01%
283BANCO MACRO SA05961W1053,000$270,4800.01%
284WEST PHARMACEUTICAL SVSC INC955306105772$212,4080.01%
285FIRST SOLAR INCFSLR800$208,9840.01%
286NORDSON CORPNDSN853$205,0870.01%
287COEUR MNG INC19210850410,631$189,5510.01%
288CORBUS PHARMACEUTICALS HLDGSCRBP18,600$151,4040.01%
289LULULEMON ATHLETICA INCLULU500$103,9050.00%
290TESLA INCTSLA200$89,9440.00%
291TEXAS INSTRS INC882508104500$86,7450.00%
292READY CAPITAL CORPRC-PE36,345$79,2320.00%
293SITE CTRS CORP82981J85110,927$70,1510.00%
294NVIDIA CORPORATIONNVDA300$55,9500.00%
295NUVATION BIO INCNUVB166,579$54,9710.00%
296CROWDSTRIKE HLDGS INCCRWD100$46,8760.00%
297MONGODB INCMDB100$41,9690.00%
298BROADCOM INCAVGO100$34,6100.00%
299BROADCOM INCAVGO100$34,6100.00%
300ENCORE ENERGY CORPEU11,546$28,6340.00%
301BOEING COBA-PA100$21,7120.00%
302PALANTIR TECHNOLOGIES INCPLTR100$17,7750.00%
303BLACKSTONE INCBX100$15,4140.00%
304KKR & CO INCKKRT109$13,8950.00%
305SUNPOWER INCSPWRW12,500$3,3750.00%
306TABOOLA.COM LTDTBLAW85,000$3,1110.00%