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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

Institutional Manager · CIK 0001393825

Hudson Bay Capital Management LP

Greenwich, CT · File #028-12909

Latest AUM
$30.34B
Positions
1,279
Top-10 Concentration
44.2%
Filings
16

Sector Allocation

Technology
25.8%$7.84B
Healthcare
5.5%$1.66B
Consumer Staples
2.8%$856.1M
Industrials
2.8%$852.0M
Financials
2.8%$850.2M
Real Estate
1.6%$473.3M
Energy
1.0%$307.5M
Utilities
0.9%$287.3M
Materials
0.5%$162.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TESLA INCTSLA3,020,000$1.36B7.78%
2NVIDIA CORPORATIONNVDA5,917,900$1.10B6.32%
3NVIDIA CORPORATIONNVDA5,451,221$1.02B5.82%
4TESLA INCTSLA1,801,254$810.1M4.64%
5AMAZON COM INCAMZN2,900,000$669.4M3.83%
6ADVANCED MICRO DEVICES INCAMD2,750,000$588.9M3.37%
7AMAZON COM INCAMZN2,515,633$580.7M3.32%
8TESLA INCTSLA1,240,000$557.7M3.19%
9ISHARES TR4642876552,149,000$529.0M3.03%
10ADVANCED MICRO DEVICES INCAMD2,350,000$503.3M2.88%
11SPDR S&P 500 ETF TRSPY704,700$480.5M2.75%
12PALANTIR TECHNOLOGIES INCPLTR2,697,500$479.5M2.75%
13PALANTIR TECHNOLOGIES INCPLTR2,555,000$454.2M2.60%
14FLAGSTAR BANK NATIONAL ASSOCFLG-PU34,689,439$436.7M2.50%
15MICROSOFT CORPMSFT900,000$435.3M2.49%
16MICROSOFT CORPMSFT800,138$387.0M2.22%
17NETFLIX INCNFLX3,850,000$361.0M2.07%
18NETFLIX INCNFLX3,750,760$351.7M2.01%
19BERKSHIRE HATHAWAY INC DELBRK-A690,000$346.8M1.99%
20APPLE INCAAPL1,150,000$312.6M1.79%