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

25 quarters · across all stocks

Holdings in PLTR

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $585,120,000 4,000,000
2026-03-31 $396,158,274 2,708,219
2026-03-31 $109,710,000 750,000
2025-12-31 $479,480,625 2,697,500
2025-12-31 $454,151,250 2,555,000
2025-06-30 $147,907,200 1,085,000
2025-06-30 $5,480,745 40,205
2025-06-30 $144,499,200 1,060,000
2025-03-31 $9,427,480 111,700
2025-03-31 $34,049,660 403,432
2025-03-31 $68,093,920 806,800
2023-03-31 $7,605,000 900,000
2023-03-31 $7,605,000 900,000
2020-12-31 $14,396,115 611,300