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Asset Manager ← All Institutions

Magnetar Financial LLC

Q2 2025 · Filed 2025-08-12
Market Value
$19.3B
+197.2%
Holdings
1,045
+128
New Purchases
412
Added To
167
Closed
336
Reduced
119
Top 10 Concentration
85.0%
Turnover
71.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 80.83% 54.63% +26.20% $15.6B
DNB 0.50% 0.00% +0.50% $97M
SWTX 0.50% 0.00% +0.50% $96M
TXNM 0.48% 0.00% +0.48% $93M
BPMC 0.48% 0.01% +0.48% $94M
SKX 0.46% 0.00% +0.46% $89M
AVDX 0.43% 0.00% +0.43% $83M
FARO 0.34% 0.00% +0.34% $65M
ETWO 0.32% 0.00% +0.32% $62M
COOP 0.29% 0.05% +0.24% $57M
CTLP 0.19% 0.00% +0.18% $36M
SPTN 0.15% 0.00% +0.15% $28M
TACH 0.11% 0.00% +0.11% $22M
CCIX 0.11% 0.00% +0.11% $21M
CCCXU 0.11% 0.00% +0.11% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BECN 0.00% 1.42% -1.42% $0
DFS 0.00% 1.33% -1.33% $0
PYCR 0.00% 1.27% -1.27% $0
BERY 0.00% 1.20% -1.20% $0
PLYA 0.00% 1.02% -1.02% $0
K 0.46% 1.43% -0.98% $89M
CHX 0.36% 1.26% -0.91% $69M
ITCI 0.00% 0.88% -0.88% $0
PTVE 0.00% 0.85% -0.85% $0
IPG 0.37% 1.23% -0.85% $72M
ANSS 0.46% 1.25% -0.79% $88M
FYBR 0.41% 1.20% -0.79% $79M
JNPR 0.43% 1.20% -0.77% $84M
HEES 0.00% 0.75% -0.75% $0
ACCD 0.00% 0.62% -0.62% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 30 $57M 0.3%
Large Cap 393 $16.8B 87.0%
Mid Cap 348 $1.5B 7.6%
Small Cap 224 $772M 4.0%
Micro Cap 50 $220M 1.1%

Portfolio Analytics

Avg Market Cap
$46.2B
Median Market Cap
$6.6B
Avg P/E
34.4
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
1,045
# ETFs / Funds
0

Top Holdings (1,045 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRWV 80.83% 95,818,248 $15.6B $163.06 $12.1B
2 DNB 0.50% 10,636,170 $97M $9.09 +10,636,170 NEW
3 SWTX 0.50% 2,052,642 $96M $46.99 +2,052,642 NEW
4 BPMC 0.48% 730,047 $94M $128.18 $93M +725,479 +15881.8%
5 TXNM 0.48% 1,650,082 $93M $56.57 +1,650,082 NEW
6 SKX 0.46% 1,416,775 $89M $63.10 +1,416,775 NEW
7 K 0.46% 1,116,749 $89M $79.53 -$4M -14,408 -1.3%
8 ANSS 0.46% 251,751 $88M $351.22 $7M -4,030 -1.6%
9 JNPR 0.43% 2,099,555 $84M $39.93 $6M -59,528 -2.8%
10 AVDX 0.43% 8,447,908 $83M $9.79 +8,447,908 NEW
11 AZEK 0.42% 1,479,488 $80M $54.35 $46M +768,060 +108.0%
12 FYBR 0.41% 2,178,449 $79M $36.40 $1M +8,518 +0.4%
13 IPG 0.37% 2,947,129 $72M $24.48 -$8M +12,533 +0.4%
14 LBRDK 0.36% 713,970 $70M $98.38 $10M +9,526 +1.4%
15 CHX 0.36% 2,765,396 $69M $24.84 -$13M +10,139 +0.4%
16 PRA 0.35% 2,956,808 $68M $22.83 $13M +638,992 +27.6%
17 FARO 0.34% 1,483,329 $65M $43.92 +1,483,329 NEW
18 AMED 0.33% 644,894 $63M $98.39 $4M +6,696 +1.1%
19 ETWO 0.32% 19,058,482 $62M $3.23 +19,058,482 NEW
20 COOP 0.29% 380,966 $57M $149.21 $53M +351,187 +1179.3%
21 SCHN 0.25% 1,637,146 $49M $29.69 $30M +997,160 +155.8%
22 RDFN 0.25% 4,252,556 $48M $11.19 $9M +17,940 +0.4%
23 SPR 0.21% 1,067,468 $41M $38.15 $4M
24 CTLP 0.19% 3,257,595 $36M $10.99 $36M +3,225,853 +10162.7%
25 CCRN 0.17% 2,474,331 $32M $13.05 -$5M
26 WHLRL 0.15% 190,823 $29M $151.50 -$477K
27 SPTN 0.15% 1,065,628 $28M $26.49 +1,065,628 NEW
28 AJX 0.14% 9,834,208 $27M $2.70 -$2M
29 TACH 0.11% 2,200,000 $22M $10.08 +2,200,000 NEW
30 CCIX 0.11% 1,982,756 $21M $10.60 +1,982,756 NEW
31 CCCXU 0.11% 2,000,000 $21M $10.30 +2,000,000 NEW
32 ALDF 0.10% 1,899,098 $20M $10.41 +1,899,098 NEW
33 MLAC 0.10% 1,900,000 $20M $10.27 +1,900,000 NEW
34 KCHVU 0.10% 1,900,000 $19M $10.18 +1,900,000 NEW
35 GTLS-PB 0.10% 310,000 $19M $60.89 $2M
36 APO-PA 0.10% 250,000 $19M $75.23 $467K
37 VCIC 0.10% 1,800,000 $19M $10.37 +1,800,000 NEW
38 SZZLU 0.09% 1,750,000 $18M $10.03 +1,750,000 NEW
39 TACO 0.09% 1,650,000 $17M $10.36 +1,650,000 NEW
40 TVACU 0.07% 1,400,000 $14M $10.27 +1,400,000 NEW
41 TDAC 0.07% 1,300,000 $13M $10.26 +1,300,000 NEW
42 SVCC 0.07% 1,300,000 $13M $10.23 +1,300,000 NEW
43 NHIC 0.07% 1,250,000 $13M $10.19 +1,250,000 NEW
44 OBAWU 0.06% 1,250,000 $13M $10.01 +1,250,000 NEW
45 BACCU 0.06% 1,200,000 $12M $10.04 +1,200,000 NEW
46 BRDG 0.06% 1,117,825 $11M $10.01 $9M +838,026 +299.5%
47 INFA 0.06% 456,793 $11M $24.35 +456,793 NEW
48 INTU 0.06% 13,599 $11M $787.63 $10M +12,859 +1737.7%
49 GDDY 0.06% 59,292 $11M $180.06 +59,292 NEW
50 RDAGU 0.05% 1,000,000 $10M $10.50 +1,000,000 NEW
51 IPCXU 0.05% 1,000,000 $10M $10.50 +1,000,000 NEW
52 GTEN 0.05% 1,022,724 $10M $10.26 +1,022,724 NEW
53 CMCSA 0.05% 287,276 $10M $35.69 $9M +259,644 +939.6%
54 PACH 0.05% 1,000,000 $10M $10.01 +1,000,000 NEW
55 CGCT 0.05% 1,000,000 $10M $10.01 +1,000,000 NEW
56 ROST 0.05% 78,459 $10M $127.58 +78,459 NEW
57 OC 0.05% 70,132 $10M $137.52 $5M +37,145 +112.6%
58 PCAPU 0.05% 896,900 $10M $10.72 +896,900 NEW
59 IT 0.05% 23,756 $10M $404.22 -$3M -5,230 -18.0%
60 MFC 0.05% 299,075 $10M $31.96 +299,075 NEW
61 PCTY 0.05% 52,507 $10M $181.19 $5M +27,411 +109.2%
62 PODD 0.05% 30,043 $9M $314.18 +30,043 NEW
63 CRH.L 0.05% 102,605 $9M $91.80 $3M +28,876 +39.2%
64 LMT 0.05% 20,222 $9M $463.14 $4M +7,633 +60.6%
65 PRMB 0.05% 314,373 $9M $29.62 +314,373 NEW
66 CNC 0.05% 171,417 $9M $54.28 $2M +43,572 +34.1%
67 IEX 0.05% 52,885 $9M $175.57 -$197K +490 +0.9%
68 CCIR 0.05% 860,000 $9M $10.79 $3M +302,682 +54.3%
69 KEYS 0.05% 56,595 $9M $163.86 $6M +34,827 +160.0%
70 PSA 0.05% 31,424 $9M $293.42 +31,424 NEW
71 HUM 0.05% 37,627 $9M $244.48 +37,627 NEW
72 STE 0.05% 38,287 $9M $240.22 +38,287 NEW
73 INVH 0.05% 277,950 $9M $32.80 $3M +114,929 +70.5%
74 MDT 0.05% 104,353 $9M $87.17 -$2M -17,670 -14.5%
75 KBR 0.05% 189,689 $9M $47.94 $7M +152,227 +406.4%
76 CDW 0.05% 50,839 $9M $178.59 $2M +6,516 +14.7%
77 GSHRU 0.05% 900,000 $9M $10.07 +900,000 NEW
78 EXEL 0.05% 205,181 $9M $44.08 +205,181 NEW
79 T 0.05% 312,214 $9M $28.94 +312,214 NEW
80 TFII 0.05% 100,738 $9M $89.67 $6M +63,026 +167.1%
81 CHAC 0.05% 900,000 $9M $10.02 +900,000 NEW
82 ALSN 0.05% 94,510 $9M $94.99 $7M +73,147 +342.4%
83 PEP 0.05% 67,510 $9M $132.04 -$3M -9,125 -11.9%
84 HIG 0.05% 70,136 $9M $126.87 +70,136 NEW
85 RY 0.05% 67,610 $9M $131.55 -$2M -27,920 -29.2%
86 ED 0.05% 88,624 $9M $100.35 +88,624 NEW
87 CAG 0.05% 433,789 $9M $20.47 $7M +373,958 +625.0%
88 MORN 0.05% 28,223 $9M $313.93 $4M +12,727 +82.1%
89 DUOL 0.05% 21,483 $9M $410.02 +21,483 NEW
90 MELI 0.05% 3,368 $9M $2,613.63 $1M -486 -12.6%
91 EIX 0.05% 170,362 $9M $51.60 +170,362 NEW
92 GPN 0.05% 109,819 $9M $80.04 +109,819 NEW
93 CPT 0.05% 77,866 $9M $112.69 -$2M -9,396 -10.8%
94 MRVL 0.05% 113,137 $9M $77.40 -$2M -64,947 -36.5%
95 GGG 0.05% 101,825 $9M $85.97 $5M +56,915 +126.7%
96 CRM 0.05% 32,080 $9M $272.69 $614K +1,770 +5.8%
97 GD 0.05% 29,989 $9M $291.66 +29,989 NEW
98 KIM 0.05% 416,055 $9M $21.02 $8M +401,762 +2810.9%
99 CME 0.05% 31,725 $9M $275.62 -$2M -9,644 -23.3%
100 INSP 0.05% 67,379 $9M $129.77 +67,379 NEW

Options Breakdown

0 Calls $0 Call Value 1 Puts $16M Put Value

Top Puts

SymbolSharesValueStatus
HYG 195,000 $16M

New Positions

SymbolValue% Port
DNB $97M 0.50%
SWTX $96M 0.50%
TXNM $93M 0.48%
SKX $89M 0.46%
AVDX $83M 0.43%
FARO $65M 0.34%
ETWO $62M 0.32%
SPTN $28M 0.15%
TACH $22M 0.11%
CCIX $21M 0.11%
CCCXU $21M 0.11%
ALDF $20M 0.10%
MLAC $20M 0.10%
KCHVU $19M 0.10%
VCIC $19M 0.10%

Sold Out Positions

SymbolValue% Port
OGS —%
AHRT —%
AVB —%
NVT —%
ARW —%
TMHC —%
UNFI —%
ARMK —%
AIZ —%
DECK —%
FLR —%
MC —%
DINO —%
WY —%
WTM —%
View SEC EDGAR Filings for Magnetar Financial LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms