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Asset Manager ← All Institutions

MYDA Advisors LLC

Q3 2025 · Filed 2025-11-13
Market Value
$316M
-5.4%
Holdings
159
+15
New Purchases
58
Added To
18
Closed
52
Reduced
25
Top 10 Concentration
38.2%
Turnover
69.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HON 4.99% 0.00% +4.99% $16M
LASR 3.11% 0.00% +3.11% $10M
GRYP 2.32% 0.00% +2.32% $7M
EUAD 2.97% 0.77% +2.20% $9M
WIX 1.91% 0.00% +1.91% $6M
LEU 1.67% 0.00% +1.67% $5M
GOOGL 1.54% 0.00% +1.54% $5M
RKT 1.53% 0.00% +1.53% $5M
CURI 1.52% 0.00% +1.52% $5M
GNRC 1.48% 0.00% +1.48% $5M
AXON 1.45% 0.00% +1.45% $5M
KTOS 1.44% 0.00% +1.44% $5M
LPTH 1.38% 0.00% +1.38% $4M
SPHR 1.26% 0.00% +1.26% $4M
ARQT 2.80% 1.55% +1.25% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 0.00% 7.09% -7.09% $0
XLU 0.55% 5.37% -4.82% $2M
CORZ 6.35% 8.79% -2.44% $20M
UBER 0.00% 2.23% -2.23% $0
CCIR 0.00% 1.92% -1.92% $0
WULF 0.00% 1.92% -1.92% $0
VRT 0.00% 1.84% -1.84% $0
VST 0.00% 1.74% -1.74% $0
CEG 1.25% 2.90% -1.65% $4M
CYBR 0.00% 1.52% -1.52% $0
COF 0.00% 1.43% -1.43% $0
CHTR 0.00% 1.43% -1.43% $0
EXE 0.00% 1.40% -1.40% $0
CLS 0.00% 1.17% -1.17% $0
TATT 0.00% 0.91% -0.91% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $46M 14.7%
Large Cap 45 $96M 30.5%
Mid Cap 35 $100M 31.5%
Small Cap 48 $38M 12.1%
Micro Cap 22 $35M 11.2%

Portfolio Analytics

Avg Market Cap
$133.9B
Median Market Cap
$3.4B
Avg P/E
56.0
Median P/E
32.6
Avg Dividend Yield
0.06%
Avg Beta
1.28
# Stocks
150
# ETFs / Funds
9

Top Holdings (159 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 6.55% 40,000 $21M $517.95 $2M +2,796 +7.5%
2 CORZ 6.35% 1,120,000 $20M $17.94 -$9M -601,000 -34.9%
3 HON 4.99% 75,000 $16M $210.50 +75,000 NEW
4 AMZN 3.33% 48,000 $11M $219.57 -$2M -7,000 -12.7%
5 LASR 3.11% 331,999 $10M $29.63 +331,999 NEW
6 PCAPU 3.10% 935,000 $10M $10.50 -$206K
7 EUAD 2.97% 200,000 $9M $46.97 $7M +140,000 +233.3%
8 ARQT 2.80% 470,000 $9M $18.85 $4M +100,000 +27.0%
9 MGM 2.64% 241,000 $8M $34.66 -$244K -9,000 -3.6%
10 GRYP 2.32% 1,087,463 $7M $6.74 +1,087,463 NEW
11 SNOW 2.14% 30,000 $7M $225.55 $2M +10,000 +50.0%
12 PM 2.05% 40,000 $6M $162.20 -$797K
13 GLNG 1.99% 156,000 $6M $40.41 -$1M -25,000 -13.8%
14 WIX 1.91% 34,000 $6M $177.63 +34,000 NEW
15 PLD 1.81% 50,000 $6M $114.52 $470K
16 LEU 1.67% 17,000 $5M $310.07 +17,000 NEW
17 MELI 1.63% 2,200 $5M $2,336.94 $4M +1,700 +340.0%
18 GOOGL 1.54% 20,000 $5M $243.10 +20,000 NEW
19 RKT 1.53% 250,000 $5M $19.38 +250,000 NEW
20 MDB 1.52% 15,500 $5M $310.38 $2M +3,500 +29.2%
21 CURI 1.52% 905,000 $5M $5.30 +905,000 NEW
22 GNRC 1.48% 28,000 $5M $167.40 +28,000 NEW
23 DT 1.46% 95,000 $5M $48.45 -$90K +10,000 +11.8%
24 AXON 1.45% 6,400 $5M $717.64 +6,400 NEW
25 KTOS 1.44% 50,000 $5M $91.37 +50,000 NEW
26 LPTH 1.38% 551,250 $4M $7.93 +551,250 NEW
27 KRMN 1.37% 60,000 $4M $72.20 $3M +30,000 +100.0%
28 EYPT 1.35% 300,000 $4M $14.24 $2M +50,000 +20.0%
29 T 1.34% 150,000 $4M $28.24 $184K +10,000 +7.1%
30 MSGS 1.29% 18,000 $4M $227.00 -$1M -7,000 -28.0%
31 SPHR 1.26% 64,000 $4M $62.12 +64,000 NEW
32 CEG 1.25% 12,000 $4M $329.07 -$6M -18,000 -60.0%
33 PTRN 1.16% 268,829 $4M $13.70 +268,829 NEW
34 DRS 1.15% 80,000 $4M $45.40 +80,000 NEW
35 PCYO 1.09% 311,097 $3M $11.07 $436K +30,494 +10.9%
36 BTI 1.01% 60,000 $3M $53.08 -$2M -55,000 -47.8%
37 TTWO 0.98% 12,000 $3M $258.36 $2M +9,000 +300.0%
38 EWZ 0.98% 100,000 $3M $31.00 -$3M -100,000 -50.0%
39 KWEB 0.93% 70,000 $3M $42.01 +70,000 NEW
40 CNK 0.89% 100,000 $3M $28.02 -$2M -50,000 -33.3%
41 JCAP 0.82% 150,000 $3M $17.26 -$218K -2,138 -1.4%
42 REAL 0.79% 235,000 $2M $10.63 $582K -165,000 -41.2%
43 DDOG 0.77% 17,000 $2M $142.40 +17,000 NEW
44 LLY 0.72% 3,000 $2M $763.00 +3,000 NEW
45 COMP 0.69% 270,000 $2M $8.03 +270,000 NEW
46 DUOT 0.60% 260,000 $2M $7.36 +260,000 NEW
47 FIG 0.59% 36,000 $2M $51.87 +36,000 NEW
48 XLU 0.55% 20,000 $2M $87.21 -$16M -200,000 -90.9%
49 INSM 0.55% 12,000 $2M $144.01 -$1M -20,000 -62.5%
50 IMSRW 0.53% 281,000 $2M $6.00 $1M +141,697 +101.7%
51 NU 0.53% 105,000 $2M $16.01 $583K +25,000 +31.2%
52 VLCN 0.52% 220,000 $2M $7.52 +220,000 NEW
53 CRWV 0.52% 12,000 $2M $136.85 +12,000 NEW
54 BX 0.49% 9,000 $2M $170.85 +9,000 NEW
55 ALLT 0.47% 140,000 $1M $10.58 -$656K -110,000 -44.0%
56 ALMU 0.46% 90,000 $1M $16.10 +90,000 NEW
57 CXW 0.42% 66,000 $1M $20.35 +66,000 NEW
58 FIP 0.41% 295,000 $1M $4.36 -$750K -35,000 -10.6%
59 BACCU 0.35% 100,000 $1M $11.19 -$136K -25,000 -20.0%
60 FSLR 0.35% 5,000 $1M $220.53 -$1M -8,000 -61.5%
61 PROK 0.34% 450,000 $1M $2.42 +450,000 NEW
62 IMTX 0.32% 120,000 $1M $8.52 $377K
63 INDI 0.32% 250,000 $1M $4.07 -$50K -50,000 -16.7%
64 UVIX 0.31% 100,000 $993K $9.93 $95K +60,000 +150.0%
65 ADBE 0.31% 2,800 $988K $352.75 -$1M -3,600 -56.2%
66 APPS 0.30% 150,000 $960K $6.40 $665K +100,000 +200.0%
67 MOB 0.30% 102,060 $949K $9.30 +102,060 NEW
68 OI 0.29% 70,000 $908K $12.97 +70,000 NEW
69 BABA 0.28% 5,000 $894K $178.73 $327K
70 FCEL 0.25% 100,000 $780K $7.80 +100,000 NEW
71 LFST 0.24% 140,000 $770K $5.50 +140,000 NEW
72 UUUU 0.24% 50,000 $768K $15.35 +50,000 NEW
73 INVZ 0.23% 360,000 $734K $2.04 +360,000 NEW
74 PTON 0.23% 80,000 $720K $9.00 -$321K -70,000 -46.7%
75 INACU 0.22% 70,000 $708K $10.11 +70,000 NEW
76 INTC 0.21% 20,000 $671K $33.55 +20,000 NEW
77 OTGA 0.19% 60,000 $604K $10.07 +60,000 NEW
78 CHEC 0.19% 60,000 $599K $9.98 +60,000 NEW
79 BLDP 0.19% 220,000 $598K $2.72 +220,000 NEW
80 VTLE 0.19% 35,000 $591K $16.89 +35,000 NEW
81 MSOS 0.18% 120,000 $575K $4.79 +120,000 NEW
82 DPRO 0.18% 70,000 $570K $8.14 +70,000 NEW
83 COHR 0.17% 5,000 $539K $107.72 +5,000 NEW
84 OSS 0.17% 100,000 $536K $5.36 +100,000 NEW
85 SN 0.16% 5,000 $516K $103.15 -$474K -5,000 -50.0%
86 WRE 0.16% 30,000 $506K $16.86 +30,000 NEW
87 CROX 0.16% 6,000 $501K $83.55 +6,000 NEW
88 TVAIU 0.14% 45,000 $459K $10.19 -$49K -5,000 -10.0%
89 BBAI 0.12% 60,000 $391K $6.52 +60,000 NEW
90 GILT 0.12% 30,000 $391K $13.02 +30,000 NEW
91 GENI 0.12% 30,000 $371K $12.38 +30,000 NEW
92 FIGR 0.11% 10,000 $364K $36.37 +10,000 NEW
93 CCOI 0.11% 9,000 $345K $38.35 -$41K +1,000 +12.5%
94 HL 0.11% 28,000 $339K $12.10 +28,000 NEW
95 MP 0.11% 5,000 $335K $67.07 +5,000 NEW
96 RCKT 0.10% 100,000 $326K $3.26 $81K
97 IONQ 0.10% 5,000 $308K $61.50 +5,000 NEW
98 SES 0.09% 170,000 $284K $1.67 +170,000 NEW
99 PATH 0.08% 20,000 $268K $13.38 +20,000 NEW
100 MKTX 0.08% 1,515 $264K $174.25 +1,515 NEW

Options Breakdown

35 Calls $56M Call Value 18 Puts $73M Put Value 1.3 P/C Ratio

Top Calls

SymbolSharesValueStatus
HON 40,000 $8M NEW
CHTR 22,000 $6M
WULF 490,000 $6M
BABA 30,000 $5M NEW
TTWO 16,000 $4M NEW
WIX 20,000 $4M NEW
NKE 50,000 $3M NEW
EWZ 80,000 $2M NEW
LASR 79,800 $2M NEW
UBER 19,900 $2M

Top Puts

SymbolSharesValueStatus
QQQ 75,000 $45M
IONQ 110,000 $7M
QBTS 220,000 $5M NEW
RGTI 150,000 $4M NEW
OKLO 40,000 $4M NEW
NNE 90,000 $3M
ETHU 15,000 $2M NEW
JOBY 50,000 $807K NEW
SMR 10,000 $360K NEW
GLD $0 SOLD

New Positions

SymbolValue% Port
HON $16M 4.99%
LASR $10M 3.11%
GRYP $7M 2.32%
WIX $6M 1.91%
LEU $5M 1.67%
GOOGL $5M 1.54%
RKT $5M 1.53%
CURI $5M 1.52%
GNRC $5M 1.48%
AXON $5M 1.45%
KTOS $5M 1.44%
LPTH $4M 1.38%
SPHR $4M 1.26%
PTRN $4M 1.16%
DRS $4M 1.15%

Sold Out Positions

SymbolValue% Port
UBER —%
VPG —%
CLW —%
AG —%
CCO —%
HLF —%
VST —%
PFE —%
FRO —%
EQT —%
TDOC —%
VRT —%
LMND —%
COF —%
CLS —%
View SEC EDGAR Filings for MYDA Advisors LLC →

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