Weiss Asset Management LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$8.7B

Holdings

403

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (403 positions)

#StockSharesValue% PortfolioType
1
MIGAMICROSTRATEGY INC
5,714,079$2.3T26666.46%Put
2
NVDANVIDIA CORPORATION
9,843,559$1.6T17954.46%Put
3
IBITISHARES BITCOIN TRUST ETF
8,917,838$545.9B6301.92%Put
4
COINCOINBASE GLOBAL INC
612,743$214.8B2479.39%
5
SMCISUPER MICRO COMPUTER INC
3,363,687$164.9B1903.23%
6
SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC
116,884,000$122.6B1415.25%
7
IDCC 3.5 06/01/27INTERDIGITAL INC
40,062,000$117.2B1353.25%
8
CAMT 0 12/01/26CAMTEK LTD
66,308,000$104.7B1209.05%
9
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
67,624,000$84.6B976.61%
10
TBPHTHERAVANCE BIOPHARMA INC
7,457,060$82.3B949.58%
11
IONS 0 04/01/26IONIS PHARMACEUTICALS INC
76,616,000$77.4B893.45%
1262,043,000$70.2B810.00%
13
RUN 4 03/01/30SUNRUN INC
89,708,000$64.1B740.38%
14
ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC
54,450,000$60.0B692.92%
15
IEXIDEX CORP
334,529$58.7B678.07%
16
WELLWELLTOWER INC
372,750$57.3B661.56%
1777,642,000$55.8B644.58%
18
DASHDOORDASH INC
224,443$55.3B638.83%
19
CHTRCHARTER COMMUNICATIONS INC N
127,600$52.2B602.23%Put
20
AVGOBROADCOM INC
189,105$52.1B601.80%Put
21
AALAMERICAN AIRLS GROUP INC
4,430,400$49.7B573.89%Put
22
RHCRH PLC
535,736$49.2B567.79%
23
BACBANK AMERICA CORP
947,326$44.8B517.53%
24
NDAQNASDAQ INC
462,554$41.4B477.52%
25
TSLATESLA INC
127,339$40.5B467.00%Put
26
AKXANSYS INC
114,222$40.1B463.15%
27
ENPHENPHASE ENERGY INC
1,006,400$39.9B460.69%Put
28
SPGSIMON PPTY GROUP INC NEW
247,691$39.8B459.70%
29
APHAMPHENOL CORP NEW
386,812$38.2B440.99%
30
CMCSACOMCAST CORP NEW
1,050,000$37.5B432.64%Put
31
GTLS 6.75 12/15/25 BCHART INDS INC
615,000$37.5B432.59%
32
CRSCARPENTER TECHNOLOGY CORP
135,029$37.3B430.85%
33
ABGCENCORA INC
121,831$36.5B421.75%
34
MPTMEDICAL PPTYS TRUST INC
8,274,100$35.7B411.71%Put
35
IQVIQVIA HLDGS INC
225,307$35.5B409.92%
36
MRKMERCK & CO INC
447,390$35.4B408.87%
37
SFMSPROUTS FMRS MKT INC
213,270$35.1B405.37%
38
CRMSALESFORCE INC
127,733$34.8B402.13%
39
SPYSPDR S&P 500 ETF TR
55,800$34.5B398.02%Put
4038,397,000$34.4B396.60%
41
IM8NINSMED INC
339,825$34.2B394.84%
42
EXEEXPAND ENERGY CORPORATION
287,752$33.6B388.48%
43
JNPJUNIPER NETWORKS INC
820,536$32.8B378.26%
44
PEPPEPSICO INC
241,093$31.8B367.52%
45
ROPROPER TECHNOLOGIES INC
49,608$28.1B324.68%
46
SAIASAIA INC
98,136$26.9B310.42%
47
07WAMR COOPER GROUP INC
179,771$26.8B309.68%
48
BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC
310,553$25.6B295.67%
49
GRMNGARMIN LTD
122,045$25.5B294.09%
50
CGCARLYLE GROUP INC
495,199$25.5B293.86%
51
IBKRINTERACTIVE BROKERS GROUP IN
449,952$24.9B287.84%
52
MLIMUELLER INDS INC
306,160$24.3B280.89%
53
GBX 2.875 04/15/28GREENBRIER COS INC
22,580,000$24.0B277.53%
54
PRMBPRIMO BRANDS CORPORATION
808,204$23.9B276.37%
55
AJGGALLAGHER ARTHUR J & CO
73,201$23.4B270.53%
56
CVXCHEVRON CORP NEW
163,114$23.4B269.65%
57
0VVBPARAMOUNT GLOBAL
1,796,493$23.2B267.55%
58
HESHESS CORP
166,646$23.1B266.54%
59
IWMISHARES TR
101,580$21.9B253.06%
60
NEE 6.926 09/01/25NEXTERA ENERGY INC
550,000$21.9B252.54%
61
FTVFORTIVE CORP
408,569$21.3B245.89%
62
OTISOTIS WORLDWIDE CORP
207,555$20.6B237.27%
63
DEDEERE & CO
39,797$20.2B233.63%
64
HLNEHAMILTON LANE INC
137,101$19.5B224.95%
65
AITAPPLIED INDL TECHNOLOGIES IN
83,688$19.5B224.59%
66
GOOGLALPHABET INC
107,726$19.0B219.17%
67
6RJ0ROCKET LAB CORP
528,921$18.9B218.42%
68
PGPROCTER AND GAMBLE CO
113,107$18.0B208.04%
69
SSBUSDSOUTHSTATE CORPORATION
192,341$17.7B204.36%
70
ASTSAST SPACEMOBILE INC
371,396$17.4B200.37%
71
EXLSEXLSERVICE HOLDINGS INC
396,105$17.3B200.25%
72
LARCN 1.75 01/15/27LITHIUM ARGENTINA AG
20,336,000$17.0B196.21%
73
APPAPPLOVIN CORP
48,121$16.8B194.49%
74
CAVACAVA GROUP INC
195,573$16.5B190.18%
75
WTRGESSENTIAL UTILS INC
434,672$16.1B186.38%
76
KOS 3.125 03/15/30KOSMOS ENERGY LTD
23,100,000$15.9B183.49%
77
PLTRPALANTIR TECHNOLOGIES INC
113,590$15.5B178.78%
78
FTAIFTAI AVIATION LTD
134,604$15.5B178.77%
79
CSGS 3.875 09/15/28CSG SYS INTL INC
13,351,000$15.1B174.38%
80
WMBWILLIAMS COS INC
238,875$15.0B173.22%
81
SYKSTRYKER CORPORATION
37,847$15.0B172.87%
82
OMCOMNICOM GROUP INC
203,624$14.6B169.12%
83
PGRPROGRESSIVE CORP
53,319$14.2B164.27%
84
AXONAXON ENTERPRISE INC
16,653$13.8B159.18%
85
KSPIKASPI KZ JSC
157,419$13.4B154.28%
86
HCAHCA HEALTHCARE INC
33,819$13.0B149.58%
87
DRSLEONARDO DRS INC
273,964$12.7B147.01%
88
ODFLOLD DOMINION FREIGHT LINE IN
78,407$12.7B146.91%
89
NYTNEW YORK TIMES CO
222,783$12.5B143.98%
90
BABOEING CO
59,404$12.4B143.70%
91
WCCWESCO INTL INC
66,232$12.3B141.61%
9218,950,000$12.1B140.05%
93
ETHAISHARES ETHEREUM TR
635,354$12.1B139.88%
94
MGMMGM RESORTS INTERNATIONAL
350,036$12.0B138.97%
95
VVISA INC
32,352$11.5B132.61%
96
CHHCHOICE HOTELS INTL INC
89,212$11.3B130.68%
97
RVMDREVOLUTION MEDICINES INC
303,772$11.2B129.02%
98
IRMIRON MTN INC DEL
108,426$11.1B128.39%
99
HALOHALOZYME THERAPEUTICS INC
211,252$11.0B126.87%
100
CORZCORE SCIENTIFIC INC NEW
639,693$10.9B126.07%
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