SONA ASSET MANAGEMENT (US) LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$3.6B

Holdings

110

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (110 positions)

StockValue
LQDISHARES TR
$632.9M
HYGISHARES TR
$171.3M
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC
$158.1M
BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD
$134.3M
IGSBISHARES TR
$133.7M
IEFISHARES TR
$117.3M
ABNB 0 03/15/26AIRBNB INC
$117.3M
UBER 0 12/15/25UBER TECHNOLOGIES INC
$115.7M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$109.9M
F 0 03/15/26FORD MTR CO
$104.8M
VCITVANGUARD SCOTTSDALE FDS
$103.7M
GQ9SPDR GOLD TR
$100.6M
TLTISHARES TR
$80.9M
$74.2M
HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C
$70.9M
WDC 3 11/15/28WESTERN DIGITAL CORP
$62.8M
NDQINVESCO QQQ TR
$61.6M
NCLH 2.5 02/15/27NCL CORP LTD
$60.3M
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC
$60.2M
WWAYFAIR INC
$53.1M
FYBRFRONTIER COMMUNICATIONS PARE
$52.5M
TXNMTXNM ENERGY INC
$52.1M
FOUR 6 05/01/28SHIFT4 PMTS INC
$50.8M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$45.0M
MIDD 1 09/01/25MIDDLEBY CORP
$45.0M
MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.
$36.9M
$36.2M
SPYSPDR S&P 500 ETF TR
$29.3M
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC
$29.3M
SPOT 0 03/15/26SPOTIFY USA INC
$29.1M
AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC
$28.1M
DKNG 0 03/15/28DRAFTKINGS INC NEW
$27.3M
COIN 0.5 06/01/26COINBASE GLOBAL INC
$26.7M
ARKKARK ETF TR
$26.4M
IWMISHARES TR
$21.6M
CCIICOHEN CIRCLE ACQUISITION COR
$20.4M
AMEDAMEDISYS INC
$19.7M
SKAASKECHERS U S A INC
$19.4M
REAL 4 02/15/31THE REALREAL INC
$17.8M
UNHUNITEDHEALTH GROUP INC
$17.2M
NEE 7.234 11/01/27NEXTERA ENERGY INC
$15.5M
DBX 0 03/01/28DROPBOX INC
$14.7M
NET 0 08/15/26CLOUDFLARE INC
$14.1M
CCOCAMECO CORP
$13.9M
DBX 0 03/01/26DROPBOX INC
$13.9M
BLCOBAUSCH PLUS LOMB CORP
$13.3M
$13.1M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$12.7M
CZRCAESARS ENTERTAINMENT INC NE
$12.2M
WULFTERAWULF INC
$11.8M
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST
$11.1M
CNP 4.25 08/15/26CENTERPOINT ENERGY INC
$10.8M
ON 0 05/01/27ON SEMICONDUCTOR CORP
$10.7M
OPTUALTICE USA INC
$10.2M
IHSIHS HOLDING LIMITED
$10.0M
MSFTMICROSOFT CORP
$9.9M
NEE 7.299 06/01/27NEXTERA ENERGY INC
$9.4M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$8.9M
WBDWARNER BROS DISCOVERY INC
$8.9M
KK0NEXTNAV INC
$8.7M
DCHAMERICAN AXLE & MFG HLDGS IN
$8.5M
BABAALIBABA GROUP HLDG LTD
$8.4M
NVDANVIDIA CORPORATION
$7.9M
VVISA INC
$7.9M
CORZCORE SCIENTIFIC INC NEW
$7.9M
SNPSSYNOPSYS INC
$7.7M
LITELUMENTUM HLDGS INC
$7.3M
W 1 08/15/26WAYFAIR INC
$7.1M
MIRMIRION TECHNOLOGIES INC
$6.8M
UNITUNITI GROUP INC
$6.6M
URAGLOBAL X FDS
$5.8M
VFCV F CORP
$5.6M
GFRGREENFIRE RES LTD NEW
$5.2M
STXSEAGATE TECHNOLOGY HLDNGS PL
$5.0M
PLTRPALANTIR TECHNOLOGIES INC
$4.8M
FQIDIGITAL RLTY TR INC
$4.7M
INTCINTEL CORP
$4.3M
DLTRDOLLAR TREE INC
$4.0M
UUNITY SOFTWARE INC
$3.7M
MUMICRON TECHNOLOGY INC
$3.7M
PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP
$2.9M
EWZISHARES INC
$2.9M
EWYISHARES INC
$2.7M
DHID R HORTON INC
$2.6M
HPEHEWLETT PACKARD ENTERPRISE C
$2.6M
LENLENNAR CORP
$2.5M
EWWISHARES INC
$2.4M
EQTEQT CORP
$2.3M
EYENATIONAL VISION HLDGS INC
$2.3M
ARGTGLOBAL X FDS
$2.3M
DGDOLLAR GEN CORP NEW
$2.3M
TACTRANSALTA CORP
$2.2M
DDOGDATADOG INC
$2.1M
KVUEKENVUE INC
$2.1M
AMCXAMC NETWORKS INC
$2.0M
ECECOPETROL S A
$1.8M
TRIPTRIPADVISOR INC
$1.6M
CODICOMPASS DIVERSIFIED
$1.3M
AMCRAMCOR PLC
$1.0M
RHRH
$1.0M
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