Jain Global LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$12.9B
Holdings
1,090
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,090 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DUOLDUOLINGO INC | 22,969 | $9.4B | 73.06% | |
| 202 | LITELUMENTUM HLDGS INC | 98,986 | $9.4B | 73.00% | |
| 203 | CCCCCC INTELLIGENT SOLUTIONS HL | 999,880 | $9.4B | 72.99% | |
| 204 | CVXCHEVRON CORP NEW | 65,472 | $9.4B | 72.73% | |
| 205 | SNDKSANDISK CORP | 204,936 | $9.3B | 72.10% | |
| 206 | HNGEHINGE HEALTH INC | 178,282 | $9.2B | 71.57% | |
| 207 | SNASNAP ON INC | 29,580 | $9.2B | 71.41% | |
| 208 | CSCOCISCO SYS INC | 132,364 | $9.2B | 71.24% | |
| 209 | EQIXEQUINIX INC | 11,516 | $9.2B | 71.07% | |
| 210 | PAASPAN AMERN SILVER CORP | 322,588 | $9.2B | 71.06% | |
| 211 | EGPEASTGROUP PPTYS INC | 54,007 | $9.0B | 70.02% | |
| 212 | TELTE CONNECTIVITY PLC | 53,339 | $9.0B | 69.79% | |
| 213 | AVTAVNET INC | 167,015 | $8.9B | 68.77% | |
| 214 | MRKMERCK & CO INC | 110,830 | $8.8B | 68.06% | |
| 215 | LRCXLAM RESEARCH CORP | 88,744 | $8.6B | 67.01% | |
| 216 | ADPAUTOMATIC DATA PROCESSING IN | 27,819 | $8.6B | 66.56% | |
| 217 | HALO 1 08/15/28HALOZYME THERAPEUTICS INC | 7,500,000 | $8.6B | 66.46% | |
| 218 | XOPSPDR SERIES TRUST | 68,000 | $8.6B | 66.36% | Put |
| 219 | KHCKRAFT HEINZ CO | 330,522 | $8.5B | 66.20% | |
| 220 | WMWASTE MGMT INC DEL | 37,204 | $8.5B | 66.04% | |
| 221 | DDDUPONT DE NEMOURS INC | 123,420 | $8.5B | 65.67% | |
| 222 | CEPFCANTOR EQUITY PARTNERS III I | 800,000 | $8.4B | 65.48% | |
| 223 | MLIMUELLER INDS INC | 105,971 | $8.4B | 65.33% | |
| 224 | UNGUNITED STS NAT GAS FD LP | 549,783 | $8.4B | 65.17% | |
| 225 | IQVIQVIA HLDGS INC | 53,266 | $8.4B | 65.12% | |
| 226 | DASHDOORDASH INC | 33,754 | $8.3B | 64.55% | |
| 227 | CIFR 1.75 05/15/30CIPHER MINING INC | 6,500,000 | $8.3B | 64.28% | |
| 228 | INRINFINITY NAT RES INC | 450,373 | $8.2B | 63.97% | |
| 229 | 2L9BLUEPRINT MEDICINES CORP | 64,130 | $8.2B | 63.77% | |
| 230 | SLVISHARES SILVER TR | 250,000 | $8.2B | 63.63% | Put |
| 231 | DALDELTA AIR LINES INC DEL | 163,609 | $8.0B | 62.42% | |
| 232 | FIVEFIVE BELOW INC | 60,995 | $8.0B | 62.07% | |
| 233 | FCNCAFIRST CTZNS BANCSHARES INC N | 4,048 | $7.9B | 61.44% | |
| 234 | GEGE AEROSPACE | 30,415 | $7.8B | 60.73% | |
| 235 | FCXFREEPORT-MCMORAN INC | 178,741 | $7.7B | 60.11% | |
| 236 | EMEEMCOR GROUP INC | 14,374 | $7.7B | 59.65% | |
| 237 | SKTTANGER INC | 249,677 | $7.6B | 59.23% | |
| 238 | EWCISHARES INC | 165,000 | $7.6B | 59.14% | Put |
| 239 | MOALTRIA GROUP INC | 129,648 | $7.6B | 58.97% | |
| 240 | CPBTHE CAMPBELLS COMPANY | 245,103 | $7.5B | 58.28% | |
| 241 | HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC | 7,500,000 | $7.5B | 57.94% | |
| 242 | PFEPFIZER INC | 304,297 | $7.4B | 57.22% | |
| 243 | XLFISELECT SECTOR SPDR TR | 90,488 | $7.3B | 56.84% | |
| 244 | OCOWENS CORNING NEW | 52,322 | $7.2B | 55.82% | |
| 245 | EWYISHARES INC | 100,071 | $7.2B | 55.72% | |
| 246 | SPGIS&P GLOBAL INC | 13,533 | $7.1B | 55.36% | |
| 247 | HESMHESS MIDSTREAM LP | 185,200 | $7.1B | 55.33% | |
| 248 | AZOAUTOZONE INC | 1,914 | $7.1B | 55.12% | |
| 249 | CGCTCARTESIAN GROWTH CORP III | 700,000 | $7.1B | 55.01% | |
| 250 | EDGGOLD FIELDS LTD | 299,094 | $7.1B | 54.92% | |
| 251 | GSKGSK PLC | 184,184 | $7.1B | 54.87% | |
| 252 | EMSMART SH GLOBAL LTD | 6,187,438 | $7.1B | 54.72% | |
| 253 | FQIDIGITAL RLTY TR INC | 40,425 | $7.0B | 54.67% | |
| 254 | ZIONZIONS BANCORPORATION N A | 135,501 | $7.0B | 54.60% | |
| 255 | FBINFORTUNE BRANDS INNOVATIONS I | 134,476 | $6.9B | 53.71% | |
| 256 | CRSCARPENTER TECHNOLOGY CORP | 24,979 | $6.9B | 53.56% | |
| 257 | RHPRYMAN HOSPITALITY PPTYS INC | 69,465 | $6.9B | 53.17% | |
| 258 | GPKGRAPHIC PACKAGING HLDG CO | 320,657 | $6.8B | 52.41% | |
| 259 | AMBAAMBARELLA INC | 101,616 | $6.7B | 52.08% | |
| 260 | GMEGAMESTOP CORP NEW | 275,000 | $6.7B | 52.03% | Put |
| 261 | ILMNILLUMINA INC | 69,722 | $6.7B | 51.61% | |
| 262 | SNOWSNOWFLAKE INC | 29,592 | $6.6B | 51.37% | |
| 263 | EXLSEXLSERVICE HOLDINGS INC | 146,769 | $6.4B | 49.86% | |
| 264 | FRSHFRESHWORKS INC | 430,638 | $6.4B | 49.81% | |
| 265 | BCSBARCLAYS PLC | 341,845 | $6.4B | 49.30% | |
| 266 | CSLCARLISLE COS INC | 16,798 | $6.3B | 48.66% | |
| 267 | NVMINOVA LTD | 22,593 | $6.2B | 48.23% | |
| 268 | HBANHUNTINGTON BANCSHARES INC | 363,238 | $6.1B | 47.23% | |
| 269 | SLDESLIDE INS HLDGS INC | 279,318 | $6.1B | 46.93% | |
| 270 | NEMNEWMONT CORP | 103,465 | $6.0B | 46.76% | |
| 271 | FTNTFORTINET INC | 56,947 | $6.0B | 46.70% | |
| 272 | MHKMOHAWK INDS INC | 57,153 | $6.0B | 46.48% | |
| 273 | MCHPMICROCHIP TECHNOLOGY INC. | 84,772 | $6.0B | 46.28% | |
| 274 | HPEHEWLETT PACKARD ENTERPRISE C | 289,912 | $5.9B | 45.99% | |
| 275 | WDCWESTERN DIGITAL CORP | 92,324 | $5.9B | 45.83% | |
| 276 | MSCIMSCI INC | 10,211 | $5.9B | 45.69% | |
| 277 | CNPCENTERPOINT ENERGY INC | 159,155 | $5.8B | 45.36% | |
| 278 | SIMOSILICON MOTION TECHNOLOGY CO | 77,613 | $5.8B | 45.26% | |
| 279 | GFLGFL ENVIRONMENTAL INC | 115,423 | $5.8B | 45.18% | |
| 280 | OSONESTREAM INC | 205,764 | $5.8B | 45.17% | |
| 281 | MRXMAREX GROUP PLC | 147,180 | $5.8B | 45.07% | |
| 282 | EIXEDISON INTL | 112,229 | $5.8B | 44.93% | |
| 283 | CCCHEMOURS CO | 501,390 | $5.7B | 44.54% | |
| 284 | MKSIMKS INC. | 57,319 | $5.7B | 44.18% | |
| 285 | DYNDYNE THERAPEUTICS INC | 596,167 | $5.7B | 44.03% | |
| 286 | NEENEXTERA ENERGY CAP HLDGS INC | 5,000,000 | $5.7B | 44.03% | |
| 287 | VLOVALERO ENERGY CORP | 41,781 | $5.6B | 43.57% | |
| 288 | CNXCNX RES CORP | 166,691 | $5.6B | 43.55% | |
| 289 | APHAMPHENOL CORP NEW | 56,789 | $5.6B | 43.50% | Put |
| 290 | FFIVF5 INC | 19,040 | $5.6B | 43.47% | |
| 291 | BKVBKV CORP | 231,056 | $5.6B | 43.23% | |
| 292 | VERXVERTEX INC | 157,386 | $5.6B | 43.14% | |
| 293 | SSENTINELONE INC | 301,085 | $5.5B | 42.70% | Call |
| 294 | IVZINVESCO LTD | 348,340 | $5.5B | 42.62% | |
| 295 | ALNYALNYLAM PHARMACEUTICALS INC | 16,730 | $5.5B | 42.32% | |
| 296 | CTRICENTURI HOLDINGS INC | 240,715 | $5.4B | 41.90% | |
| 297 | SLGSL GREEN RLTY CORP | 87,124 | $5.4B | 41.84% | |
| 298 | FERGFERGUSON ENTERPRISES INC | 24,761 | $5.4B | 41.83% | |
| 299 | NMRKNEWMARK GROUP INC | 439,665 | $5.3B | 41.44% | |
| 300 | VRNAVERONA PHARMA PLC | 56,326 | $5.3B | 41.33% |