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Asset Manager ← All Institutions

Anson Funds Management LP

Q4 2025 · Filed 2026-02-17
Market Value
$551M
-25.6%
Holdings
115
+5
New Purchases
35
Added To
17
Closed
33
Reduced
14
Top 10 Concentration
58.9%
Turnover
59.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSOS 6.71% 0.00% +6.71% $37M
NWAX-UN 5.61% 0.00% +5.61% $31M
BLUW 4.65% 0.00% +4.65% $26M
CCO 7.96% 3.89% +4.07% $44M
CEPO 3.85% 0.00% +3.85% $21M
CCXIU 2.41% 0.00% +2.41% $13M
GROY 2.02% 0.00% +2.02% $11M
NVDA 7.78% 5.79% +1.99% $43M
REKR 1.89% 0.00% +1.89% $10M
BRR 1.57% 0.00% +1.57% $9M
FCRS 4.81% 3.51% +1.30% $27M
MTCH 7.66% 6.55% +1.12% $42M
TVA 4.25% 3.18% +1.07% $23M
TU 0.96% 0.00% +0.96% $5M
ALIT 0.87% 0.00% +0.87% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUBT 0.00% 13.36% -13.36% $0
BREA 0.00% 9.00% -9.00% $0
ORBS 2.58% 10.15% -7.57% $14M
ODV 0.18% 3.27% -3.10% $968K
QMMM 0.00% 2.37% -2.37% $0
VLCN 1.85% 3.78% -1.93% $10M
CAEP 0.00% 1.58% -1.58% $0
ADSEW 0.00% 1.48% -1.48% $0
DOCU 0.00% 1.46% -1.46% $0
SLS 0.00% 1.31% -1.31% $0
FORD 0.00% 0.93% -0.93% $0
AEXA 0.00% 0.81% -0.81% $0
AQN 0.00% 0.80% -0.80% $0
AGX 0.00% 0.73% -0.73% $0
OXY 0.00% 0.64% -0.64% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $56M 10.2%
Large Cap 22 $30M 5.4%
Mid Cap 23 $84M 15.2%
Small Cap 28 $268M 48.6%
Micro Cap 34 $114M 20.6%

Portfolio Analytics

Avg Market Cap
$147.3B
Median Market Cap
$1.4B
Avg P/E
43.1
Median P/E
30.3
Avg Dividend Yield
0.01%
Avg Beta
1.35
# Stocks
114
# ETFs / Funds
1

Top Holdings (115 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CCO 7.96% 19,842,452 $44M $2.21 $15M +1,604,125 +8.8%
2 NVDA 7.78% 229,890 $43M $186.50 -$18K
3 MTCH 7.66% 1,307,879 $42M $32.29 -$6M -65,000 -4.7%
4 MSOS 6.71% 7,838,099 $37M $4.72 +7,838,099 NEW
5 NWAX-UN 5.61% 2,968,491 $31M $10.41 +2,968,491 NEW
6 FIVN 5.60% 1,539,371 $31M $20.05 -$6M +5,099 +0.3%
7 FCRS 4.81% 2,588,965 $27M $10.24 $541K +138,965 +5.7%
8 BLUW 4.65% 2,485,000 $26M $10.32 +2,485,000 NEW
9 TVA 4.25% 2,199,942 $23M $10.65 -$132K
10 CEPO 3.85% 2,039,750 $21M $10.41 +2,039,750 NEW
11 LOVE 2.87% 1,070,665 $16M $14.75 -$2M +25,000 +2.4%
12 ORBS 2.58% 8,219,178 $14M $1.73 -$61M
13 CCXIU 2.41% 1,300,974 $13M $10.21 +1,300,974 NEW
14 GROY 2.02% 2,750,000 $11M $4.04 +2,750,000 NEW
15 REKR 1.89% 7,532,319 $10M $1.38 +7,532,319 NEW
16 VLCN 1.85% 2,231,294 $10M $4.56 -$18M -1,488,358 -40.0%
17 TVACW 1.64% 850,000 $9M $10.65 -$51K
18 BRR 1.57% 2,453,276 $9M $3.53 +2,453,276 NEW
19 TSLA 1.56% 19,127 $9M $449.72 $96K
20 NRXP 1.50% 3,043,957 $8M $2.71 $2M +1,018,853 +50.3%
21 LW 1.13% 149,187 $6M $41.89 -$92K +40,000 +36.6%
22 TU 0.96% 400,000 $5M $13.18 +400,000 NEW
23 ALIT 0.87% 2,450,000 $5M $1.95 +2,450,000 NEW
24 CAE 0.80% 145,000 $4M $30.38 -$183K -10,000 -6.5%
25 FGIWW 0.77% 740,991 $4M $5.70 -$207K
26 TPR 0.70% 30,000 $4M $127.77 -$1M -15,000 -33.3%
27 MLCI 0.69% 459,666 $4M $8.25 $1M +126,500 +38.0%
28 TOON 0.68% 5,198,384 $4M $0.72 $2M +3,420,000 +192.3%
29 CIGI 0.67% 25,000 $4M $147.01 +25,000 NEW
30 BKD 0.66% 339,491 $4M $10.79 -$920K -201,561 -37.2%
31 BHR 0.63% 1,217,903 $3M $2.87 +1,217,903 NEW
32 REZI 0.57% 90,000 $3M $35.12 +90,000 NEW
33 RSKD 0.57% 633,746 $3M $4.97 $2M +365,254 +136.0%
34 GSAT 0.55% 50,000 $3M $61.04 -$2M -100,000 -66.7%
35 SGHC 0.55% 255,000 $3M $11.95 -$253K +5,000 +2.0%
36 TNYA 0.54% 4,152,966 $3M $0.71 +4,152,966 NEW
37 WELL 0.52% 15,500 $3M $185.61 +15,500 NEW
38 SUI 0.52% 23,000 $3M $123.91 +23,000 NEW
39 FRMI 0.51% 352,672 $3M $8.00 +352,672 NEW
40 KRC 0.47% 70,000 $3M $37.37 +70,000 NEW
41 SE 0.46% 20,000 $3M $127.57 +20,000 NEW
42 ESS 0.43% 9,100 $2M $261.68 +9,100 NEW
43 FSV 0.40% 14,100 $2M $155.53 +14,100 NEW
44 KRG 0.39% 90,570 $2M $23.97 $164K +570 +0.6%
45 JAKK 0.39% 126,651 $2M $16.88 -$231K +169 +0.1%
46 Z 0.37% 30,000 $2M $68.22 +30,000 NEW
47 CAPR 0.36% 68,018 $2M $28.86 +68,018 NEW
48 APP 0.34% 2,750 $2M $673.82 +2,750 NEW
49 CSR 0.32% 26,656 $2M $66.72 +26,656 NEW
50 STI 0.31% 240,400 $2M $7.09 +240,400 NEW
51 FI 0.30% 25,000 $2M $67.17 +25,000 NEW
52 SPRO 0.26% 625,062 $1M $2.33 -$2M -978,507 -61.0%
53 AAT 0.26% 75,785 $1M $18.93 +75,785 NEW
54 BNL 0.25% 80,000 $1M $17.37 +80,000 NEW
55 WFG 0.22% 20,100 $1M $61.05 $548K +10,100 +101.0%
56 BABA 0.21% 8,000 $1M $146.58 -$257K
57 TSM 0.19% 3,500 $1M $303.89 +3,500 NEW
58 LASE 0.18% 412,087 $1M $2.47 -$758K
59 CHWY 0.18% 30,000 $992K $33.05 -$424K -5,000 -14.3%
60 ODV 0.18% 277,417 $968K $3.49 -$23M -6,873,344 -96.1%
61 MKL 0.17% 441 $948K $2,149.65 $157K +27 +6.5%
62 SLG 0.17% 20,000 $917K $45.87 +20,000 NEW
63 AMZN 0.16% 3,859 $891K $230.82 $48K +20 +0.5%
64 BRK-B 0.16% 1,727 $868K $502.65 $58K +116 +7.2%
65 VST 0.15% 5,000 $807K $161.33 -$2M -10,000 -66.7%
66 COST 0.14% 913 $787K $862.34 $76K +145 +18.9%
67 WOLF 0.14% 42,817 $745K $17.41 -$490K -377 -0.9%
68 TCOM 0.13% 10,000 $719K $71.91 -$33K
69 AVBP 0.13% 35,366 $712K $20.12 -$1M -64,521 -64.6%
70 SN 0.10% 5,000 $560K $111.90 -$1M -12,500 -71.4%
71 CVNA 0.08% 1,000 $422K $422.02 +1,000 NEW
72 DAVEW 0.08% 1,900 $421K $221.41 $42K
73 CSCW 0.06% 595,397 $345K $0.58 +595,397 NEW
74 UPST 0.06% 7,829 $342K $43.73 -$55K
75 PRPL 0.04% 300,000 $207K $0.69 -$73K
76 ONFOW 0.02% 178,490 $121K $0.68 -$107K -21,510 -10.8%
77 XBPEW 0.02% 12,537 $85K $6.81 $75K
78 RVSNW 0.01% 226,120 $73K $0.32 -$24K
79 BFRGW 0.01% 80,750 $71K $0.88 +80,750 NEW
80 CJET 0.01% 171,685 $64K $0.37 +171,685 NEW
81 EDBLW 0.01% 50,000 $30K $0.61 -$60K
82 OABIW —% 11,833 $22K $1.85 $3K
83 CEG —% -$3M -10,000 -100.0% SOLD
84 QUBT —% -$99M -5,373,455 -100.0% SOLD
85 DOCU —% -$11M -150,000 -100.0% SOLD
86 BOXL —% -$802K -332,970 -100.0% SOLD
87 GAU —% -$653K -300,000 -100.0% SOLD
88 BFRG —% -$113K -80,750 -100.0% SOLD
89 CRWV —% -$684K -5,000 -100.0% SOLD
90 TSHA —% -$2M -603,500 -100.0% SOLD
91 UMH —% -$1M -100,000 -100.0% SOLD
92 AGX —% -$5M -20,000 -100.0% SOLD
93 ETN —% -$936K -2,500 -100.0% SOLD
94 SLS —% -$10M -6,032,938 -100.0% SOLD
95 SLS.TO —% -$956K -149,800 -100.0% SOLD
96 AVGO —% -$3M -9,500 -100.0% SOLD
97 MYGN —% -$4M -504,382 -100.0% SOLD
98 XTIA —% -$2M -1,319,687 -100.0% SOLD
99 AQN —% -$6M -1,100,000 -100.0% SOLD
100 AEXA —% -$6M -550,100 -100.0% SOLD

Options Breakdown

19 Calls $71M Call Value 11 Puts $217M Put Value 3.05 P/C Ratio

Top Calls

SymbolSharesValueStatus
AVB 100,000 $18M NEW
BCE 500,000 $12M NEW
MSOS 2,436,600 $12M
ORCL 50,000 $10M NEW
LOVE 300,000 $4M NEW
OR 100,000 $4M
NKE 50,000 $3M NEW
COLD 205,000 $3M NEW
UWMC 507,800 $2M
EQX 100,000 $1M

Top Puts

SymbolSharesValueStatus
MSTR 750,000 $114M NEW
EWC 1,000,000 $54M
SPY 50,000 $34M NEW
GDXJ 133,300 $15M NEW
QQQ $0 SOLD
JETS $0 SOLD
APP $0 SOLD
TECK $0 SOLD
IYR $0 SOLD
ARKK $0 SOLD

New Positions

SymbolValue% Port
MSOS $37M 6.71%
NWAX-UN $31M 5.61%
BLUW $26M 4.65%
CEPO $21M 3.85%
CCXIU $13M 2.41%
GROY $11M 2.02%
REKR $10M 1.89%
BRR $9M 1.57%
TU $5M 0.96%
ALIT $5M 0.87%
CIGI $4M 0.67%
BHR $3M 0.63%
REZI $3M 0.57%
TNYA $3M 0.54%
WELL $3M 0.52%

Sold Out Positions

SymbolValue% Port
CDE —%
AEXA —%
VRE —%
AGX —%
AQN —%
ETN —%
VRT —%
RCI —%
OXY —%
UMH —%
CRWV —%
DOCU —%
BOXL —%
BFRG —%
JZXN —%
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