Hudson Bay Capital Management LP

CIK
1393825
City
STAMFORD
State / Country
CT

Top Portfolio Positions

980 positions · $24,339,052,265 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
13,405,294 $2,337,883,273 9.61%
TSLA
Tesla, Inc.
Consumer Cyclical
4,813,015 $1,789,238,326 7.35%
AMZN
Amazon Com Inc
Consumer Cyclical
8,014,797 $1,669,241,770 6.86%
AAPL
Apple Inc.
Technology
4,486,515 $1,138,632,641 4.68%
PLTR
Palantir Technologies Inc.
Technology
7,458,219 $1,090,988,274 4.48%
NFLX
Netflix Inc
Communication Services
11,030,819 $1,060,613,246 4.36%
AMD
Advanced Micro Devices Inc
Technology
4,438,010 $902,824,374 3.71%
SPY
Spdr S&P 500 ETF Trust
1,284,545 $835,390,995 3.43%
MSFT
Microsoft Corp
Technology
1,474,385 $545,773,094 2.24%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
1,386,699 $468,634,926 1.93%

Portfolio Trend

26 quarters · across all stocks

Holdings in AMD

Export CSV

Shares Held

Position Value (USD)

39 of 39 shown
Report Date Value (USD) Shares
2026-03-31 $82,938,411 407,700
2026-03-31 $330,128,238 1,622,810
2026-03-31 $489,757,725 2,407,500
2025-12-31 $588,940,000 2,750,000
2025-12-31 $503,276,000 2,350,000
2025-12-31 $85,664,000 400,000
2025-09-30 $311,445,750 1,925,000
2025-09-30 $311,632,779 1,926,156
2025-06-30 $468,270,000 3,300,000
2025-06-30 $1,617,660 11,400
2025-06-30 $454,183,728 3,200,731
2025-03-31 $161,918,240 1,576,000
2025-03-31 $209,005,934 2,034,319
2025-03-31 $488,076,644 4,750,600
2024-12-31 $350,291,000 2,900,000
2024-12-31 $324,086,334 2,683,056
2024-09-30 $510,026,272 3,108,400
2024-09-30 $510,026,272 3,108,400
2024-06-30 $194,652,000 1,200,000
2024-06-30 $194,652,000 1,200,000
2024-03-31 $225,612,500 1,250,000
2024-03-31 $225,612,500 1,250,000
2023-12-31 $458,887,330 3,113,000
2023-12-31 $339,043,000 2,300,000
2023-09-30 $82,256,000 800,000
2023-03-31 $382,239,000 3,900,000
2023-03-31 $323,433,000 3,300,000
2022-12-31 $33,680,400 520,000
2022-12-31 $33,680,400 520,000
2022-09-30 $114,856,980 1,812,768
2022-09-30 $114,681,600 1,810,000
2022-06-30 $103,063,818 1,347,768
2022-06-30 $102,852,150 1,345,000
2022-03-31 $6,560,400 60,000
2021-12-31 $21,585,000 150,000
2021-12-31 $35,471,350 246,500
2021-09-30 $25,210,500 245,000
2021-06-30 $2,587,771 27,550
2021-03-31 $4,710,000 60,000