Position in CSCO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$39,089,842
+$37,969,670 QoQ
Shares Held
503,800
+2977.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSCO Over Time
Shares Held
Position Value (USD)
Derivatives in CSCO
reported options exposure · as of Sep 30, 2025CallValue
$38,657,300
CallShares
565,000
PutValue
$38,999,400
PutShares
570,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Mar 31, 2026Hudson Bay Capital Management LP holds $127,949,879 across 9 Communication Equipment names. CSCO ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VISN |
Vistance Networks, Inc.
|
4,283,779 | $77,964,777 | |
| 2 | CSCO |
Cisco Systems, Inc.
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|
503,800 | $39,089,842 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
6,379 | $4,482,905 | |
| 4 | ZBRA |
Zebra Technologies Corp
|
11,255 | $2,353,195 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
|
24,437 | $2,067,125 | |
| 6 | ONDS |
Ondas Inc.
|
154,889 | $1,400,196 | |
| 7 | LTRX |
Lantronix Inc
|
55,140 | $288,933 | |
| 8 | VSAT |
Viasat Inc
|
4,750 | $217,550 |
All Filings in CSCO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,089,842 | 503,800 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $38,657,300 | 565,000 | Call | Sole | 2025-12-15 | |
| 2025-09-30 | $1,120,172 | 16,372 | Shares | Defined | 2025-12-15 | |
| 2025-09-30 | $38,999,400 | 570,000 | Put | Sole | 2025-12-15 | |
| 2025-06-30 | $10,781,652 | 155,400 | Call | Sole | 2025-08-18 | |
| 2025-06-30 | $2,606,328 | 37,566 | Shares | Sole | 2025-08-18 | |
| 2025-06-30 | $12,425,958 | 179,100 | Put | Sole | 2025-08-18 | |
| 2025-03-31 | $15,305,005 | 248,015 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $76,100,772 | 1,233,200 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $34,020,723 | 551,300 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $6,018,982 | 101,672 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,889,386 | 411,300 | Put | Sole | 2024-11-13 | |
| 2024-09-30 | $32,549,352 | 611,600 | Call | Sole | 2024-11-13 | |
| 2020-03-31 | $4,858,716 | 123,600 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||