Ionic Capital Management LLC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$958.8M

Holdings

363

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (363 positions)

#StockSharesValue% PortfolioType
1
CHURCHILL CAPITAL CORP IV
2,527,188$40.2M4.19%
2
STEM INC
1,138,398$27.0M2.82%
3
ZNGAEURZYNGA INC
2,363,835$25.1M2.62%
4
PAE INC
2,471,884$22.0M2.29%
5
CLOVER HEALTH INVESTMENTS CO
4,220,397$21.5M2.24%
6
LEVWQTHE LION ELECTRIC COMPANY
3,237,887$21.1M2.20%
7
OXY/WSOCCIDENTAL PETE CORP
1,405,107$19.5M2.04%
8
NIONIO INC
350,341$18.6M1.94%Put
9
ASTSAST SPACEMOBILE INC
2,972,914$16.9M1.77%
10
PROPERTY SOLUTIONS ACQUISITI
3,702,455$14.8M1.54%
11
PDD 0 12/01/25PINDUODUO INC
12,150,000$12.5M1.31%
12
SOFI TECHNOLOGIES INC
1,388,624$11.8M1.23%
13
PSFEPAYSAFE LIMITED
3,240,657$11.6M1.21%
14
BFLYWBUTTERFLY NETWORK INC
2,274,102$11.0M1.15%
15
TUSCAN HLDGS CORP
2,623,447$10.9M1.14%
16
THE BEACHBODY COMPANY INC
3,566,845$10.6M1.11%
17
TNLTRAVEL PLUS LEISURE CO
177,285$10.5M1.10%
18
GOEWQCANOO INC
3,219,476$9.6M1.00%
19
STABLE RD ACQUISITION CORP
2,260,800$9.5M0.99%
20
AMDADVANCED MICRO DEVICES INC
100,000$9.4M0.98%Call
21
ARRIVAL GROUP
2,158,042$9.3M0.97%
22
OUSTZOUSTER INC
2,481,123$9.1M0.94%
23
AAWW 1.875 06/01/24ATLAS AIR WORLDWIDE HLDGS IN
7,000,000$8.9M0.93%
24
CANO HEALTH INC
2,403,229$8.9M0.92%
25
APEX TECHNOLOGY ACQUISITION
2,463,444$8.4M0.87%
26
PROTERRA INC
1,466,407$8.2M0.86%
27
NBRNABORS INDUSTRIES LTD
71,087$8.1M0.85%
28
MUDRICK CAPITAL ACQU CORP II
1,861,426$7.8M0.81%
29
TWITTER INC
5,616,000$7.7M0.81%
30
GDXVANECK VECTORS ETF TR
221,587$7.5M0.79%Put
31
SRTABLADE AIR MOBILITY INC
698,800$7.3M0.77%Put
32
BOWX ACQUISITION CORP
2,083,046$7.0M0.73%
33
INDIE SEMICONDUCTOR INC
3,268,964$6.9M0.72%
34
SOCIAL CAPITAL HEDOSOPHA HLD
3,179,747$6.5M0.68%
35
DXCDXC TECHNOLOGY CO
168,182$6.5M0.68%
36
CSTMCONSTELLIUM SE
340,210$6.4M0.67%
37
THE BEAUTY HEALTH COMPANY
1,007,198$6.4M0.67%
38
LKQ1LKQ CORP
130,000$6.4M0.67%
39
LBTYBLIBERTY GLOBAL PLC
234,467$6.3M0.66%
40
23ANDME HOLDING CO
2,089,357$6.3M0.66%
41
INFRA AND ENERGY ALTRNTIVE I
2,906,594$6.2M0.65%
42
AVYA 2.25 06/15/23AVAYA HLDGS CORP
5,000,000$5.9M0.61%
43
VIVINT SMART HOME INC
442,643$5.8M0.61%
44
DANIMER SCIENTIFIC INC
233,032$5.8M0.61%
45
VIEW INC
3,368,536$5.8M0.60%
46
LOWLOWES COS INC
29,600$5.7M0.60%Put
47
AG8AGILENT TECHNOLOGIES INC
38,300$5.7M0.59%Put
48
LIGHTNING EMOTORS INC
3,431,968$5.6M0.59%
49
IQ 2 04/01/25IQIYI INC
6,000,000$5.6M0.59%
50
HOSTESS BRANDS INC
2,310,589$5.6M0.59%
51
IQ 4 12/15/26IQIYI INC
5,500,000$5.5M0.58%
52
CPRICAPRI HOLDINGS LIMITED
96,000$5.5M0.57%
53
GMEGAMESTOP CORP NEW
25,600$5.5M0.57%Put
54
METROMILE INC
2,385,145$5.3M0.55%
55
PSTG 0.125 04/15/23PURE STORAGE INC
5,000,000$5.3M0.55%
56
EXEEZCHESAPEAKE ENERGY CORP
208,604$5.1M0.53%
57
AEVAWAEVA TECHNOLOGIES INC
1,621,799$4.9M0.52%
58
HLTHILTON WORLDWIDE HLDGS INC
40,200$4.8M0.51%Put
59
ETHZW180 LIFE SCIENCES CORP
2,617,108$4.8M0.51%
60
WHOLE EARTH BRANDS INC
2,138,984$4.7M0.50%
61
AAL 6.5 07/01/25AMERICAN AIRLS GROUP INC
3,000,000$4.7M0.49%
62
LEVGQTHE LION ELECTRIC COMPANY
239,894$4.7M0.49%Put
63
TPG PACE BEN FIN CORP
1,396,039$4.6M0.48%
64
ETWOWE2OPEN PARENT HOLDINGS INC
1,338,295$4.6M0.48%
65
CUSTOM TRUCK ONE SOURCE INC
1,960,397$4.6M0.47%
66
HIMS & HERS HEALTH INC
1,355,996$4.5M0.47%
67
ZANITE ACQUISITION CORP
445,900$4.5M0.47%Call
68
CMGCHIPOTLE MEXICAN GRILL INC
2,800$4.3M0.45%Put
69
CLFCLEVELAND-CLIFFS INC NEW
200,000$4.3M0.45%Call
70
HOLICITY INC
1,210,204$4.3M0.45%
71
GRABALTIMETER GROWTH CORP
1,336,454$4.3M0.44%
72
RAMPLIVERAMP HLDGS INC
90,000$4.2M0.44%
73
MULTIPLAN CORPORATION
1,865,772$4.2M0.44%
74
GORES HOLDINGS VI INC
701,525$4.2M0.44%
75
DISH 3.375 08/15/26DISH NETWORK CORPORATION
4,000,000$4.1M0.43%
76
BARKWTHE ORIGINAL BARK COMPANY
1,055,674$3.7M0.38%
77
FOLEY TRASIMENE ACQUISTN COR
1,763,606$3.7M0.38%
78
GRANITE CONSTR INC
2,500,000$3.6M0.38%
79
PEGA 0.75 03/01/25PEGASYSTEMS INC
3,000,000$3.6M0.37%
80
UWMCUWM HOLDINGS CORPORATION
1,988,357$3.5M0.37%
81
PAYOPAYONEER GLOBAL INC
1,478,386$3.5M0.37%
82
LILI AUTO INC
100,000$3.5M0.36%Put
83
QSRRESTAURANT BRANDS INTL INC
53,600$3.5M0.36%Put
84
MAPSWWM TECHNOLOGY INC
542,035$3.4M0.36%
85
GENIGENIUS SPORTS LIMITED
423,359$3.4M0.35%
86
CM LIFE SCIENCES INC
729,021$3.4M0.35%
87
BLUE OWL CAPITAL INC
1,172,371$3.3M0.35%
88
CARLOTZ INC
1,988,944$3.2M0.34%
89
SKILLZ INC
315,950$3.2M0.34%
90
SKILLSOFT CORP
1,516,150$3.2M0.33%
91
EOSEWEOS ENERGY ENTERPRISES INC
432,325$3.1M0.32%
92
CLVRWCLEVER LEAVES HOLDINGS INC
1,463,256$3.0M0.32%
93
JOYY INC
3,000,000$3.0M0.32%
94
PEOADAM NAT RES FD INC
186,066$3.0M0.31%
95
TRITERRAS INC
1,892,673$3.0M0.31%
96
INVZINNOVIZ TECHNOLOGIES LTD
901,569$3.0M0.31%
97
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC
3,000,000$3.0M0.31%
98
HRLHORMEL FOODS CORP
61,600$2.9M0.31%Put
99
WSCWILLSCOT MOBIL MINI HLDNG CO
102,159$2.8M0.30%
100
PERIDOT ACQUISITION CORP
1,044,026$2.8M0.30%
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