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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

Shay Capital LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001723643-25-000012

Total Value
$873.4M
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY241,800$149.4M17.10%
2ALIBABA GROUP HLDG LTDBBAAY522,000$59.2M6.78%
3FTAI AVIATION LTDFTAIN424,100$48.8M5.59%
4PURECYCLE TECHNOLOGIES INCPCTTW2,989,700$41.0M4.69%
5ISHARES SILVER TRSLV1,075,000$35.3M4.04%
6FTAI AVIATION LTDFTAIN280,000$32.2M3.69%
7PURECYCLE TECHNOLOGIES INCPCTTW1,902,349$26.1M2.98%
8GEO GROUP INC NEWGEO1,086,815$26.0M2.98%
9GOLAR LNG LTDGLNG357,000$14.7M1.68%
10CORECIVIC INCCXW659,936$13.9M1.59%
11CITI TRENDS INCCTRN320,000$10.7M1.22%
12DBX ETF TR233051879380,000$10.5M1.20%
13APPLE INCAAPL50,000$10.3M1.17%
14TARGET HOSPITALITY CORPTH1,320,663$9.4M1.08%
15ASTERA LABS INCALAB100,000$9.0M1.04%
16LIQUIDIA CORPORATIONLQDA705,758$8.8M1.01%
17BAIDU INCBAIDF100,000$8.6M0.98%
18FLUOR CORP NEWFLR165,000$8.5M0.97%
19MEDIAALPHA INCMAX670,000$7.3M0.84%
20A2Z CUST2MATE SOLUTIONS CORPAZ685,000$7.2M0.83%
21ALIBABA GROUP HLDG LTDBBAAY63,500$7.2M0.82%
22GEO GROUP INC NEWGEO298,800$7.2M0.82%
23UNITEDHEALTH GROUP INCUNH22,500$7.0M0.80%
24PAN AMERN SILVER CORP697900108230,000$6.5M0.75%
25WEN ACQUISITION CORPWENNW606,000$6.4M0.73%
26HCM II ACQUISITION CORPG43658106548,258$6.1M0.70%
27RIOT PLATFORMS INCRIOT500,000$5.7M0.65%
28TERAWULF INCWULF1,260,000$5.5M0.63%
29GANNETT CO INCTDAY1,460,000$5.2M0.60%
30TAL EDUCATION GROUPTAL500,000$5.1M0.59%
31NEW FORTRESS ENERGY INCNFE1,525,000$5.1M0.58%
32INTL GNRL INSURANCE HLDNGS LG4809J106210,250$5.1M0.58%
33ISHARES TR46428765522,000$4.7M0.54%
34THE REAL BROKERAGE INC75585H2061,035,000$4.7M0.53%
35GENWORTH FINL INC37247D106582,700$4.5M0.52%
36CINCINNATI FINL CORP17206210130,000$4.5M0.51%
37TILLYS INC8868851023,200,000$4.4M0.51%
38FIRST SOLAR INCFSLR26,500$4.4M0.50%
39SNOWFLAKE INCSNOW19,500$4.4M0.50%
40ASSURANT INCAIZN22,000$4.3M0.50%
41ECOVYST INCECVT517,000$4.3M0.49%
42PAPA JOHNS INTL INC69881310283,500$4.1M0.47%
43GENESCO INCGCO204,500$4.0M0.46%
44KENVUE INCKVUE175,000$3.7M0.42%
45INTERNATIONAL GAME TECHNOLOGINTR228,000$3.6M0.41%
46TERAWULF INCWULF820,900$3.6M0.41%
47STITCH FIX INCSFIX965,000$3.6M0.41%
48COINBASE GLOBAL INCCOIN10,000$3.5M0.40%
49NVIDIA CORPORATIONNVDA22,000$3.5M0.40%
50IPERIONX LTDIPX106,068$3.3M0.38%
51FTAI INFRASTRUCTURE INCFIP525,000$3.2M0.37%
52LGI HOMES INCLGIH62,792$3.2M0.37%
531 800 FLOWERS COM INCFLWS642,391$3.2M0.36%
54CORE SCIENTIFIC INC NEW21874A106181,100$3.1M0.35%
55M3BRIGADE ACQUISITION V CORPG63212107258,568$2.9M0.33%
56CELSIUS HLDGS INCCELH60,863$2.8M0.32%
57PARAMOUNT GLOBAL92556H206207,000$2.7M0.31%
58VALE S AVALE275,000$2.7M0.31%
59VIKING THERAPEUTICS INCVKTX98,800$2.6M0.30%
60APPLIED DIGITAL CORPAPLD247,300$2.5M0.29%
61AMAZON COM INCAMZN10,950$2.4M0.28%
62RIOT PLATFORMS INCRIOT210,000$2.4M0.27%
63VANECK ETF TRUST92189F6768,450$2.4M0.27%
64META PLATFORMS INCMETA3,150$2.3M0.27%
65GITLAB INCGTLB50,000$2.3M0.26%
66ISHARES TR46428743225,000$2.2M0.25%
67BOEING COBA-PA10,400$2.2M0.25%
68SOLENO THERAPEUTICS INCSLNO25,200$2.1M0.24%
69FUNKO INCFNKO441,808$2.1M0.24%
70ITEOS THERAPEUTICS INC46565G104210,516$2.1M0.24%
71INVESCO QQQ TRIVZ3,800$2.1M0.24%
72GLOBAL X FDS37954Y84842,500$2.0M0.23%
73NETFLIX INCNFLX1,500$2.0M0.23%
74MICROSOFT CORPMSFT4,000$2.0M0.23%
75FIDELITY WISE ORIGIN BITCOINFBTC20,000$1.9M0.22%
76ONKURE THERAPEUTICS INCOKUR782,046$1.9M0.21%
77TURTLE BEACH CORPTBCH135,031$1.9M0.21%
78REDDIT INCRDDT12,382$1.9M0.21%
79SERVICENOW INCNOW1,800$1.9M0.21%
80BEYOND INCBBBY-WT244,994$1.7M0.19%
81REKOR SYSTEMS INCREKR1,400,000$1.6M0.19%
82VIGIL NEUROSCIENCE INC92673K108203,887$1.6M0.19%
83PBF ENERGY INCPBF73,970$1.6M0.18%
84ISHARES TR46428743218,094$1.6M0.18%
85BARK INCBARKW1,812,952$1.6M0.18%
86GENERAC HLDGS INCGNRC11,000$1.6M0.18%
87HALOZYME THERAPEUTICS INCHALO30,000$1.6M0.18%
88ISHARES BITCOIN TRUST ETFIBIT25,000$1.5M0.18%
89CORE SCIENTIFIC INC NEW21874A10685,000$1.5M0.17%
90TESLA INCTSLA4,400$1.4M0.16%
91UNIQURE NVQURE99,383$1.4M0.16%
92CHILDRENS PL INC NEW168905107308,322$1.4M0.16%
93SIRIUSXM HOLDINGS INC82993310058,613$1.3M0.15%
94ROCKET COS INC77311W10192,880$1.3M0.15%
95ISHARES TR4642876556,016$1.3M0.15%
96D R HORTON INC23331A10910,000$1.3M0.15%
97LIONSGATE STUDIOS CORPLION220,750$1.3M0.15%
98TORRID HLDGS INCCURV434,359$1.3M0.15%
99SPDR S&P 500 ETF TRSPY2,000$1.2M0.14%
100ALPHABET INCGOOG7,000$1.2M0.14%
101FIRST SOLAR INCFSLR7,413$1.2M0.14%
102ISHARES TR46428743213,700$1.2M0.14%
103SKEENA RES LTD NEW83056P71575,000$1.2M0.14%
104FORWARD AIR CORPFWRD48,500$1.2M0.14%
105ASTERA LABS INCALAB13,000$1.2M0.13%
106ISHARES TR46428875212,500$1.2M0.13%
107HEXCEL CORP NEW42829110820,100$1.1M0.13%
108CONSTELLIUM SECSTM85,000$1.1M0.13%
109SILICON MOTION TECHNOLOGY COSIMO15,000$1.1M0.13%
110AMERICAN INTEGRITY INS GROUP02694810960,000$1.1M0.13%
111HONEYWELL INTL INC4385161064,700$1.1M0.13%
112RIOT PLATFORMS INCRIOT95,400$1.1M0.12%
113ARK ETF TR00214Q10415,000$1.1M0.12%
114HOME DEPOT INCHD2,875$1.1M0.12%
115ROMAN DBDR ACQUISITION CORPDRDBW100,000$1.0M0.12%
116PERCEPTIVE CAP SOLUTIONS CORG7007710596,296$1.0M0.12%
117APPLIED DIGITAL CORPAPLD99,500$1.0M0.11%
118AMERICAN TOWER CORP NEW03027X1004,500$994,5900.11%
119CRITICAL METALS CORPCRTMF275,000$984,5000.11%
120NEBIUS GROUP N.V.NBIS17,500$968,2750.11%
121PHILIP MORRIS INTL INC7181721095,250$956,1830.11%
122TKO GROUP HOLDINGS INCTKO5,250$955,2380.11%
123LIQUIDIA CORPORATIONLQDA75,000$934,5000.11%
124PRIMO BRANDS CORPORATIONPRMB30,400$900,4480.10%
125BLACKSTONE INCBX6,000$897,4800.10%
126KRYSTAL BIOTECH INCKRYS6,500$893,4900.10%
127PAGERDUTY INCPD56,821$868,2250.10%
128MUELLER INDS INC62475610210,846$861,9320.10%
129KRANESHARES TRUST50076730625,000$858,2500.10%
130BAIDU INCBAIDF10,000$857,6000.10%
131BAIDU INCBAIDF10,000$857,6000.10%
132TENABLE HLDGS INC88025T10225,231$852,3030.10%
133WESTERN DIGITAL CORPWDC13,010$832,5100.10%
134SIGNET JEWELERS LIMITEDSIG10,000$795,5000.09%
135CANTOR EQUITY PARTNERS III IG1828A10875,000$791,2500.09%
136GITLAB INCGTLB17,500$789,4250.09%
137HYCROFT MINING HOLDING CORPHYMCW246,627$771,9430.09%
138SAVERS VALUE VLG INC80517M10975,000$765,0000.09%
139RAPID7 INCRPD32,956$762,2720.09%
140GFL ENVIRONMENTAL INCGFL15,000$756,9000.09%
141MICROSOFT CORPMSFT1,500$746,1150.09%
142THE REALREAL INC88339P101150,036$718,6720.08%
143AMERICAN SUPERCONDUCTOR CORPAMSC19,500$715,4550.08%
144MAXLINEAR INCMXL50,000$710,5000.08%
145COHEN CIRCLE ACQUISITION CORCOHN64,728$710,0660.08%
146VOYAGER TECHNOLOGIES INCVOYG18,029$707,6380.08%
147UNION PAC CORPUNP3,000$690,2400.08%
148KRANESHARES TRUST50076730620,000$686,6000.08%
149FIVE BELOW INCFIVE5,200$682,1360.08%
150SPIRE GLOBAL INCSPIR57,116$679,6800.08%
151SHIFT4 PMTS INC82452J1096,800$673,9480.08%
152ACHIEVE LIFE SCIENCES INCACHV292,647$661,3820.08%
153FREEPORT-MCMORAN INCFCX15,000$650,2500.07%
154ISHARES TR4642876553,000$647,3700.07%
155BP PLCBPPFF21,600$646,4880.07%
156VITA COCO CO INCCOCO17,900$646,1900.07%
157DANA INCDAN37,000$634,5500.07%
158APPLOVIN CORPAPP1,800$630,1440.07%
159EAGLE MATLS INC26969P1083,050$616,4360.07%
160CREDO TECHNOLOGY GROUP HOLDICRDO6,500$601,8350.07%
161LULULEMON ATHLETICA INCLULU2,500$593,9500.07%
162AERSALE CORPORATIONASLE95,776$575,6140.07%
163ENVIRI CORPNVRI66,000$572,8800.07%
164ADVANCED MICRO DEVICES INCAMD4,000$567,6000.06%
165MONDAY COM LTDMNDY1,800$566,0640.06%
166TECK RESOURCES LTDTCKRF13,900$561,2820.06%
167TRAILBLAZER MERGER CORP ITBMC47,558$556,9040.06%
168POWERFLEET INCAIOT125,576$541,2330.06%
169HOLOGIC INCHOLX8,000$521,2800.06%
170DIGITALBRIDGE GROUP INCDBRG-PJ50,000$517,5000.06%
171COPART INCCPRT10,500$515,2350.06%
172CLIMB BIO INCCLYM415,000$514,6000.06%
173EOS ENERGY ENTERPRISES INCEOSE100,000$512,0000.06%
174TWILIO INCTWLO4,100$509,8760.06%
175GENPACT LIMITEDG11,500$506,1150.06%
176HUB GROUP INCHUBG15,000$501,4500.06%
177BIGCOMMERCE HLDGS INCCMRC100,276$501,3800.06%
178SPDR SERIES TRUST78464A8885,000$492,8500.06%
179GXO LOGISTICS INCORPORATEDGXO10,000$487,0000.06%
180THE REALREAL INC88339P101100,400$480,9160.06%
181WALMART INCWMT4,850$474,2330.05%
182HAYWARD HLDGS INCHAYW34,250$472,6500.05%
183MERITAGE HOMES CORPMTH7,000$468,7900.05%
184AVANTOR INCAVTR34,500$464,3700.05%
185LOCKHEED MARTIN CORPLMT1,000$463,1400.05%
186PELOTON INTERACTIVE INCPTON66,531$461,7250.05%
187TAKE-TWO INTERACTIVE SOFTWARTTWO1,854$450,2440.05%
188CYBERARK SOFTWARE LTDM2682V1081,100$447,5680.05%
189WESCO INTL INC95082P1052,400$444,4800.05%
190VERA BRADLEY INCVRA198,873$439,5090.05%
191EOS ENERGY ENTERPRISES INCEOSE84,500$432,6400.05%
192BECTON DICKINSON & COBDX2,500$430,6250.05%
193GRAB HOLDINGS LIMITEDGRABW85,000$427,5500.05%
194CALUMET INCCLMT26,894$423,7150.05%
195JETBLUE AWYS CORP477143101100,000$423,0000.05%
196CIENA CORPCIEN5,200$422,9160.05%
197JACK IN THE BOX INCJACK23,712$414,0120.05%
198JOBY AVIATION INCJOBY-WT37,680$397,5240.05%
199LAMB WESTON HLDGS INCLW7,500$388,8750.04%
200DICKS SPORTING GOODS INC2533931021,950$385,7300.04%
201TRI POINTE HOMES INCTPH12,000$383,4000.04%
202NYXOAH S ANYXH50,000$374,0000.04%
203N-ABLE INCNABL46,000$372,6000.04%
204BRIDGEBIO PHARMA INCBBIO8,600$371,3480.04%
205THE TRADE DESK INC88339J1055,000$359,9500.04%
206ALPHABET INCGOOG2,000$354,7800.04%
207DUTCH BROS INCBROS5,175$353,8150.04%
208ULTA BEAUTY INCULTA750$350,8650.04%
209COINCHECK GROUP NVCNCKW61,568$336,7770.04%
210DATADOG INCDDOG2,500$335,8250.04%
211ETORO GROUP LTDETOR5,000$332,9500.04%
212FIRST SOLAR INCFSLR2,000$331,0800.04%
213SHARKNINJA INCSN3,331$329,7360.04%
214CHART INDS INC16115Q3082,000$329,3000.04%
215BILL HOLDINGS INCBILL7,100$328,4460.04%
216MERCADOLIBRE INCMELI125$326,7040.04%
217PENN ENTERTAINMENT INCPENN17,967$321,0700.04%
218EMCOR GROUP INCEME600$320,9340.04%
219VIKING THERAPEUTICS INCVKTX12,100$320,6500.04%
220ASP ISOTOPES INCASPI43,500$320,1600.04%
221KEZAR LIFE SCIENCES INCKZR67,661$309,8870.04%
222HOWARD HUGHES HOLDINGS INCHHH4,572$308,6100.04%
223TYSON FOODS INCTSN5,500$307,6700.04%
224MADISON SQUARE GRDN SPRT COR55825T1031,400$292,5300.03%
225MCDONALDS CORPMCD1,000$292,1700.03%
226PROS HOLDINGS INC74346Y10318,200$285,0120.03%
227ONESTREAM INCOS10,000$283,0000.03%
228COMPASS PATHWAYS PLCCMPS100,000$280,0000.03%
229CLEARWATER PAPER CORPCLW10,250$279,2100.03%
230ELI LILLY & COLLY350$272,8360.03%
231PALANTIR TECHNOLOGIES INCPLTR2,000$272,6400.03%
232HYATT HOTELS CORPH1,909$266,5920.03%
233SCOTTS MIRACLE-GRO COSMG4,000$263,8400.03%
234HOMESTREET INCMCHB20,119$262,9550.03%
235INVESCO EXCHANGE TRADED FD TIVZ1,400$254,4360.03%
236QUANTUM SI INCQSIAW129,631$254,0770.03%
237NORTHROP GRUMMAN CORPNOC500$249,9900.03%
238DAYFORCE INC15677J1084,500$249,2550.03%
239CYTOKINETICS INCCYTK7,500$247,8000.03%
240QUINCE THERAPEUTICS INCQNCX150,000$247,5000.03%
241SPROUTS FMRS MKT INC85208M1021,500$246,9600.03%
242ASML HOLDING N VASMLF300$240,4170.03%
243SANDISK CORPSNDK5,200$235,8200.03%
244IREN LIMITEDIREN16,000$233,1200.03%
245CELSIUS HLDGS INCCELH5,000$231,9500.03%
246RENATUS TACTICAL ACQUISRTACW19,524$230,3830.03%
247PHINIA INCPHIN5,000$222,4500.03%
248WNS HLDGS LTDG981961013,500$221,3400.03%
249INVESCO QQQ TRIVZ400$220,6560.03%
250GINKGO BIOWORKS HOLDINGS INCDNABW19,382$218,0480.02%
251NEXTRACKER INCNXT4,000$217,4800.02%
252SOUNDHOUND AI INCSOUNW20,000$214,6000.02%
253CONTROLADORA VUELA COMP DE A21240E10545,000$213,7500.02%
254MADISON SQUARE GRDN SPRT COR55825T1031,000$208,9500.02%
255RITHM PPTY TR INC38983D30076,992$207,8780.02%
256WILLSCOT HLDGS CORPWSC7,500$205,5000.02%
257HIPPO HLDGS INCHIPOW7,290$203,6100.02%
258NATWEST GROUP PLCRBSPF13,635$192,9350.02%
259SUTRO BIOPHARMA INCSTRO259,889$185,5350.02%
260WM TECHNOLOGY INCMAPSW204,788$183,4900.02%
261AERSALE CORPORATIONASLE30,000$180,3000.02%
262ROIVANT SCIENCES LTDROIV15,478$174,4370.02%
263KOHLS CORPKSS19,958$169,2440.02%
264MBIA INCMBI38,790$168,3490.02%
265BUZZFEED INCBZFDW83,328$166,6560.02%
266GRID DYNAMICS HLDGS INCGDYN13,000$150,1500.02%
267TTEC HLDGS INCTTEC30,931$148,7780.02%
268QUANTUMSCAPE CORPQS20,134$135,3000.02%
269SEER INCSEER62,498$133,7460.02%
270KIRKLANDS INC497498105114,290$123,4330.01%
271SPECTRAL AI INCMDAIW49,586$122,9730.01%
272ENOVIX CORPORATIONENVX11,745$121,4430.01%
273VENTYX BIOSCIENCES INC92332V10756,619$121,1650.01%
274WEBULL CORPBULLW10,000$119,6000.01%
275ATEA PHARMACEUTICALS INCAVIR32,954$118,6340.01%
276CEA INDUSTRIES INCBNCWZ11,186$112,3250.01%
277SOUNDHOUND AI INCSOUNW10,000$107,3000.01%
278DUOS TECHNOLOGIES GROUP INCDUOT15,000$107,2500.01%
279CRONOS GROUP INCCRON55,413$105,8390.01%
280CARTESIAN GROWTH CORP IIICGCTW10,389$105,2410.01%
281AMERICAN AXLE & MFG HLDGS IN02406110325,000$102,0000.01%
282FLUENCE ENERGY INCFLNC15,000$100,6500.01%
283SES AI CORPORATIONSES-WT101,628$90,2760.01%
284SNAP INCSNAP10,000$86,9000.01%
285GRAPHJET TECHNOLOGYG30449105825,797$86,3780.01%
286T1 ENERGY INCTE-WT68,967$84,8290.01%
287BEYOND INCBBBY-WT10,000$68,8000.01%
288LUCID GROUP INCLCID31,493$66,4500.01%
289BIODESIX INCBDSX231,002$65,1890.01%
290PRELUDE THERAPEUTICS INCPRLD75,000$60,7050.01%
291ALIGHT INCALIT10,364$58,6600.01%
292PSQ HOLDINGS INCPSQH-WT28,516$58,4580.01%
293SOLID POWER INCSLDPW24,597$53,8670.01%
294USA RARE EARTH INCUSAR21,213$50,4870.01%
295DEFI TECHNOLOGIES INCDEFT17,000$49,8100.01%
296COTY INCCOTY10,000$46,5000.01%
297FOLD HLDGS INCFLDDW63,347$44,9760.01%
298NEW ERA HELIUM INCNUAIW88,238$43,4130.00%
299ESSA PHARMA INC29668H70824,348$41,3920.00%
300EVGO INCEVGOW11,077$40,4310.00%
301EXELA TECHNOLOGIES INC30162V607171,854$36,0890.00%
302OPAL FUELS INCOPAL14,057$34,0180.00%
303PMV PHARMACEUTICALS INCPMVP24,310$25,7690.00%
304ROMAN DBDR ACQUISITION CORPDRDBW50,000$25,0000.00%
305XBP EUROPE HOLDINGS INCXBPEW21,999$20,4570.00%
306COHERUS ONCOLOGY INCCHRS10,296$7,5290.00%
307ONFOLIO HOLDINGS INCONFOW50,000$6,4900.00%
308ATHIRA PHARMA INC04746L10418,586$5,6130.00%
309NEW ERA HELIUM INCNUAIW45,154$5,0320.00%
310LANVIN GROUP HOLDINGS LIMITELANV-WT96,146$1,8270.00%
311BARK INCBARKW84,447$1,0980.00%
312AMERICAN REBEL HLDGS INCAREBW25,000$8500.00%
313KATAPULT HOLDINGS INCKPLTW78,605$6250.00%
314HYCROFT MINING HOLDING CORPHYMCW14,663$2570.00%