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Asset Manager ← All Institutions

Anson Funds Management LP

Q2 2025 · Filed 2025-08-14
Market Value
$456M
-2.1%
Holdings
116
-14
New Purchases
30
Added To
16
Closed
42
Reduced
16
Top 10 Concentration
66.8%
Turnover
62.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUBT 19.69% 0.00% +19.69% $90M
PPTA 5.73% 0.00% +5.73% $26M
NVDA 7.97% 3.15% +4.83% $36M
CCCXU 2.59% 0.00% +2.59% $12M
CAEP 2.55% 0.00% +2.55% $12M
MTCH 9.31% 7.20% +2.11% $42M
DJT 1.98% 0.00% +1.98% $9M
CRMD 1.96% 0.00% +1.96% $9M
MYGN 1.57% 0.00% +1.57% $7M
VTR 1.27% 0.00% +1.27% $6M
GSAT 1.42% 0.60% +0.82% $6M
WRE 0.69% 0.00% +0.69% $3M
ODV 1.84% 1.15% +0.69% $8M
TSLA 1.33% 0.66% +0.68% $6M
NRXP 1.15% 0.52% +0.63% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TWLO 0.00% 14.81% -14.81% $0
LION 0.00% 5.68% -5.68% $0
SGI 0.00% 4.84% -4.84% $0
IAG 0.00% 4.43% -4.43% $0
SN 0.22% 4.24% -4.02% $990K
DESP 0.00% 3.15% -3.15% $0
RDDT 0.00% 2.86% -2.86% $0
CEPO 0.00% 1.98% -1.98% $0
NXE 0.00% 1.69% -1.69% $0
SLS 0.13% 1.76% -1.63% $602K
0YY7.L 0.00% 1.16% -1.16% $0
NNDM 5.62% 6.72% -1.10% $26M
FERAU 0.00% 0.97% -0.97% $0
GRRR 0.00% 0.77% -0.77% $0
PFE 0.00% 0.49% -0.49% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $48M 10.6%
Large Cap 25 $33M 7.2%
Mid Cap 27 $109M 24.0%
Small Cap 26 $223M 49.0%
Micro Cap 27 $42M 9.1%

Portfolio Analytics

Avg Market Cap
$205.1B
Median Market Cap
$2.9B
Avg P/E
44.2
Median P/E
23.9
Avg Dividend Yield
0.09%
Avg Beta
1.28
# Stocks
116
# ETFs / Funds
0

Top Holdings (116 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QUBT 19.69% 4,678,363 $90M $19.17 +4,678,363 NEW
2 MTCH 9.31% 1,372,879 $42M $30.89 $9M +300,000 +28.0%
3 NVDA 7.97% 229,890 $36M $157.99 $22M +94,800 +70.2%
4 PPTA 5.73% 2,150,000 $26M $12.14 +2,150,000 NEW
5 NNDM 5.62% 15,801,433 $26M $1.62 -$6M -3,861,434 -19.6%
6 CCO 4.66% 18,154,124 $21M $1.17 $1M +77,938 +0.4%
7 FIVN 4.49% 772,786 $20M $26.48 -$518K
8 LOVE 4.18% 1,045,665 $19M $18.20 $2M +113,404 +12.2%
9 CCCXU 2.59% 1,147,203 $12M $10.30 +1,147,203 NEW
10 CAEP 2.55% 1,100,000 $12M $10.55 +1,100,000 NEW
11 DJT 1.98% 500,001 $9M $18.04 +500,001 NEW
12 CRMD 1.96% 725,000 $9M $12.32 +725,000 NEW
13 ODV 1.84% 3,915,753 $8M $2.14 $3M +334,486 +9.3%
14 MYGN 1.57% 1,346,320 $7M $5.31 +1,346,320 NEW
15 LW 1.52% 133,812 $7M $51.85 $2M +44,053 +49.1%
16 GSAT 1.42% 275,000 $6M $23.55 $4M +141,669 +106.2%
17 TSLA 1.33% 19,127 $6M $317.66 $3M +7,315 +61.9%
18 VTR 1.27% 91,400 $6M $63.15 +91,400 NEW
19 BKD 1.19% 782,001 $5M $6.96 $2M +243,121 +45.1%
20 NRXP 1.15% 1,604,975 $5M $3.26 $3M +425,914 +36.1%
21 SPRO 1.03% 1,615,469 $5M $2.90 $2M -2,183,463 -57.5%
22 SUI 0.95% 34,220 $4M $126.49 -$421K -2,700 -7.3%
23 RCI 0.87% 134,165 $4M $29.68 $185K -8,007 -5.6%
24 VRE 0.85% 259,359 $4M $14.89 $20K +32,306 +14.2%
25 WRE 0.69% 198,800 $3M $15.90 +198,800 NEW
26 UHG 0.63% 986,500 $3M $2.90 -$62K -57,422 -5.5%
27 CABA 0.61% 1,822,830 $3M $1.52 +1,822,830 NEW
28 COLD 0.60% 163,858 $3M $16.63 -$2M -39,048 -19.2%
29 CUBE 0.59% 63,690 $3M $42.50 $55K +1,600 +2.6%
30 LITS 0.59% 1,093,184 $3M $2.47 $306K
31 JAKK 0.58% 126,482 $3M $20.78 $280K +31,300 +32.9%
32 GDS 0.50% 75,000 $2M $30.57 $1M +24,200 +47.6%
33 ENB 0.50% 50,000 $2M $45.38 +50,000 NEW
34 AGX 0.48% 10,000 $2M $220.48 -$1M -17,128 -63.1%
35 TCOM 0.45% 35,000 $2M $58.64 +35,000 NEW
36 CXW 0.43% 94,000 $2M $21.07 +94,000 NEW
37 DVLT 0.43% 2,939,375 $2M $0.67 -$562K -50,512 -1.7%
38 PEB 0.42% 190,000 $2M $9.99 -$634K -60,000 -24.0%
39 TSHA 0.41% 803,500 $2M $2.31 +803,500 NEW
40 KRG 0.38% 77,000 $2M $22.65 -$717K -33,000 -30.0%
41 AQN 0.38% 300,000 $2M $5.72 -$2M -337,500 -52.9%
42 LXP 0.36% 200,000 $2M $8.26 +200,000 NEW
43 RSKD 0.35% 318,492 $2M $4.99 +318,492 NEW
44 GOOG 0.29% 7,500 $1M $177.39 -$232K -2,500 -25.0%
45 ADSE 0.29% 94,293 $1M $13.80 +94,293 NEW
46 CNQ 0.28% 40,000 $1M $31.45 +40,000 NEW
47 VST 0.26% 6,000 $1M $193.81 +6,000 NEW
48 TSM 0.25% 5,000 $1M $226.49 -$113K -2,500 -33.3%
49 AVGO 0.24% 4,000 $1M $275.65 +4,000 NEW
50 CVE 0.24% 80,000 $1M $13.60 $45K +5,000 +6.7%
51 PDD 0.23% 10,000 $1M $104.66 +10,000 NEW
52 SN 0.22% 10,000 $990K $98.99 -$19M -226,433 -95.8%
53 ESRT 0.21% 120,000 $971K $8.09 +120,000 NEW
54 ACMR 0.20% 35,000 $906K $25.90 +35,000 NEW
55 LQDA 0.20% 71,451 $890K $12.46 +71,451 NEW
56 TPR 0.19% 10,000 $878K $87.81 +10,000 NEW
57 AMZN 0.18% 3,839 $842K $219.39 $112K
58 MKL 0.18% 414 $827K $1,997.36 $53K
59 BRK-B 0.17% 1,611 $783K $485.77 -$75K
60 COST 0.17% 768 $760K $989.94 $34K
61 UEC 0.15% 100,000 $680K $6.80 +100,000 NEW
62 CEG 0.14% 2,000 $646K $322.76 -$564K -4,000 -66.7%
63 TOON 0.13% 816,071 $606K $0.74 +816,071 NEW
64 SLS 0.13% 275,000 $602K $2.19 -$8M -7,304,095 -96.4%
65 KW 0.12% 80,712 $549K $6.80 $72K +25,800 +47.0%
66 DAVEW 0.11% 1,900 $510K $268.41 +1,900 NEW
67 FGIWW 0.11% 740,991 $479K $0.65 -$92K
68 APDN 0.05% 46,507 $240K $5.15 +46,507 NEW
69 PRPL 0.05% 300,000 $219K $0.73 +300,000 NEW
70 ONFOW 0.04% 200,000 $204K $1.02 $14K
71 BFRGW 0.03% 80,750 $122K $1.51 -$11K
72 RVSNW 0.02% 226,120 $74K $0.33 -$23K
73 OABIW —% 11,833 $21K $1.74 -$8K
74 XBPEW —% 12,537 $12K $0.93 -$5K
75 LION —% -$26M -3,538,500 -100.0% SOLD
76 GRRR —% -$4M -121,137 -100.0% SOLD
77 IAG —% -$21M -3,300,000 -100.0% SOLD
78 PFE —% -$2M -90,000 -100.0% SOLD
79 TU —% -$1M -100,000 -100.0% SOLD
80 LSPD —% -$876K -100,000 -100.0% SOLD
81 IHS —% -$847K -162,314 -100.0% SOLD
82 VSTS —% -$229K -15,000 -100.0% SOLD
83 SLS.TO —% -$673K -200,000 -100.0% SOLD
84 DC —% -$464K -175,000 -100.0% SOLD
85 HBM —% -$759K -100,000 -100.0% SOLD
86 TTEC —% -$222K -44,472 -100.0% SOLD
87 XTIA —% -$358K -328,060 -100.0% SOLD
88 GS —% -$1M -2,000 -100.0% SOLD
89 GEO —% -$2M -57,100 -100.0% SOLD
90 SGI —% -$23M -376,130 -100.0% SOLD
91 VTMX —% -$1M -54,826 -100.0% SOLD
92 HPP —% -$738K -250,000 -100.0% SOLD
93 NLOP —% -$903K -28,790 -100.0% SOLD
94 C —% -$710K -10,000 -100.0% SOLD
95 XNET —% -$29K -14,712 -100.0% SOLD
96 SHOP —% -$955K -10,000 -100.0% SOLD
97 RDDT —% -$13M -126,674 -100.0% SOLD
98 NXE —% -$8M -1,750,000 -100.0% SOLD
99 CEPO —% -$9M -900,000 -100.0% SOLD
100 TWLO —% -$69M -637,683 -100.0% SOLD

Options Breakdown

18 Calls $23M Call Value 9 Puts $121M Put Value 5.28 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSOS 4,227,900 $10M
VRE 250,000 $4M NEW
BKD 400,000 $3M NEW
IAG 350,000 $3M NEW
OR 100,000 $3M NEW
GEO 43,500 $1M NEW
RCI $0 SOLD
IWM $0 SOLD
QQQ $0 SOLD
ASHR $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 70,000 $43M
EWC 800,000 $37M
QQQ 50,000 $28M NEW
RSP 50,000 $9M NEW
CRWV 15,000 $2M NEW
TSLA 5,000 $2M
HYG $0 SOLD
COF $0 SOLD
OZK $0 SOLD

New Positions

SymbolValue% Port
QUBT $90M 19.69%
PPTA $26M 5.73%
CCCXU $12M 2.59%
CAEP $12M 2.55%
DJT $9M 1.98%
CRMD $9M 1.96%
MYGN $7M 1.57%
VTR $6M 1.27%
WRE $3M 0.69%
CABA $3M 0.61%
ENB $2M 0.50%
TCOM $2M 0.45%
CXW $2M 0.43%
TSHA $2M 0.41%
LXP $2M 0.36%

Sold Out Positions

SymbolValue% Port
UBER —%
DLR —%
BN —%
TWLO —%
GS —%
HPP —%
PFE —%
LSPD —%
VTMX —%
LION —%
SCHW —%
VRT —%
SGI —%
VSTS —%
HBM —%
View SEC EDGAR Filings for Anson Funds Management LP →

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