CREDIT INDUSTRIEL ET COMMERCIAL

Holdings as of 2026-06-30, filed 2026-07-24

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 24 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
338
Value reported by manager
$1.6B
Sum of our stored positions
$1.6B
should match the line above
Disclosure lag
24 d
quarter end to filing
Top 5 concentration
24.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
77
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
JANUS HENDERSON GROUP PLCORD SHS$109.8M2,113,002G4474Y214
HEWLETT PACKARD ENTERPRISE C7.625 MAND CONV$74.3M650,00042824C208
VANECK ETF TRUSTSEMICONDUCTR ETF$72.7M110,900Put92189F676
ALPHABET INCDEP SHS RP1/20 B$54.6M1,100,00002079K602
ISHARES TRRUSSELL 2000 ETF$52.6M175,000Put464287655
NEXTERA ENERGY INCUNIT 02/15/2029$50.3M1,050,00065339F655
SELECT SECTOR SPDR TRST STR ENERG ETF$47M885,400Put81369Y506
ORACLE CORP6.5 DEP CUM SR D$35.1M775,00068389X204
PG&E CORPPFD CONV SER A$30.1M725,00069331C306
SELECT SECTOR SPDR TRST STR TECHN ETF$29.3M154,000Put81369Y803
SPDR SERIES TRUSTST STR SP BIOT$28.4M179,600Put78464A870
SPDR SERIES TRUSTST STR SP REGBNK$26.9M359,800Put78464A698
APPLE INCCOM$21.9M75,600Put037833100
ISHARES TRISHARES SEMICDTR$19.5M30,500Put464287523
ISHARES INCMSCI BRAZIL ETF$18.8M545,000Put464286400
NEXTERA ENERGY INCUNIT 06/01/2027$17.4M325,00065339F663
PENUMBRA INCCOM$16.4M52,07870975L107
RYANAIR HOLDINGS PLCSPONSORED ADR$15.7M243,500783513203
ARES MANAGEMENT CORPORATION6.75 SE B PFD$15.7M425,00003990B309
WARNER BROS DISCOVERY INCCOM SER A$15.4M577,251934423104
SUPER MICRO COMPUTER INC7 DEP CM SR A WI$15.2M300,00086800U500
ISHARES TRMSCI EAFE ETF$13.5M130,000Put464287465
ISHARES TRCHINA LG-CAP ETF$13.3M419,900Put464287184
ALPHABET INCCAP STK CL C$12.9M36,45102079K107
ALBEMARLE CORP7.25% DEP SHS A$12.6M225,000012653200
SPDR SERIES TRUSTSP O&G EXPL PRO$12.3M80,000Put78468R556
KENVUE INCCOM$12M626,47949177J102
FOX CORPCL B COM$11.9M254,47635137L204
SELECT SECTOR SPDR TRST STR FINL ETF$11.9M222,000Put81369Y605
WEBSTER FINL CORPCOM$11.2M146,757947890109
INVESCO QQQ TRUNIT SER 1$11M15,000Put46090E103
BLACKSTONE INCCOM$10.9M92,500Put09260D107
ISHARES TRMSCI EMG MKT ETF$10.3M150,000Put464287234
UNDER ARMOUR INCCL A$10M1,567,618904311107
TOPBUILD CORCOM$9.6M26,95089055F103
TECK RESOURCES LTDCL B$9.3M157,200878742204
FERRARI N VCOM$9.2M25,000PutN3167Y103
TXNM ENERGY INCCOM$9.1M160,27969349H107
NOVANTA INCUNIT 11/01/2028$8.8M130,00067000B203
APOGEE THERAPEUTICS INCCOM$8.4M63,42403770N101
SELECT SECTOR SPDR TRST STR UTIL ETF$8.4M185,000Put81369Y886
SILA REALTY TRUST INCCOMMON STOCK$8.3M275,000146280508
ORGANON & COCOMMON STOCK$7.9M584,94468622V106
HEICO CORP NEWCL A$7.9M30,544422806208
SHIFT4 PMTS INC6 SER A CNV PREF$7.6M125,00082452J307
KLA CORPCOM NEW$7.5M25,000Put482480100
TWO HARBORS INVENTMENT CORPOCOM$7.5M602,25790187B804
TESLA INCCOM$7.4M17,500Put88160R101
BRIGHTHOUSE FINL INCCOM$7.4M116,19210922N103
U HAUL HOLDING COMPANYCOM SER N$7.3M125,898023586506
ALLIED GOLD CORPCOM NEW$7.1M299,87401921D204
GLOBAL X FDSGLOBAL X COPPER$6.9M90,000Put37954Y830
GENERAL MTRS COCOM$6.7M86,400Put37045V100
SPDR SERIES TRUSTST STR SP METAL$6.4M60,000Put78464A755
LIBERTY GLOBAL LTDCOM CL C$6.3M574,930G61188127
CHART INDS INCCOM$6.3M30,24816115Q308
JD.COM INCNOTE 0.250% 6/0$6.3M6,500,00047215PAJ5
ALARM COM HLDGS INCNOTE 2.250% 6/0$6.3M6,556,000011642AD7
CATALYST PHARMACEUTICALS INCCOM$6.1M193,50314888U101
MODERNA INCCOM$6M85,000Put60770K107
MERCADOLIBRE INCCOM$5.9M3,500Put58733R102
KKR & CO INC6.25 CON SER D$5.9M150,00048251W500
AVANOS MED INCCOM$5.9M235,94005350V106
SELECT SECTOR SPDR TRST STR DISCR ETF$5.9M50,000Put81369Y407
ROKU INCCOM CL A$5.8M42,14077543R102
IHS HOLDING LIMITEDORD SHS$5.6M684,579G4701H109
NATHANS FAMOUS INCCOM$5.6M54,814632347100
GLOBAL X FDSGLOBAL X URANIUM$5.5M125,000Put37954Y871
NUVALENT INCCOM$5.4M43,670670703107
STEEL DYNAMICS INCCOM$5.2M22,500Put858119100
CHUBB LIMITEDCOM$5M14,700PutH1467J104
TRIP COM GROUP LTDNOTE 0.750% 6/1$4.9M5,000,00089677QAB3
CAESARS ENTERTAINMENT INC NECOM$4.9M161,200Call12769G100
ISHARES INCMSCI BRAZIL ETF$4.8M138,846464286400
BROOKFIELD INFRASTRUCTURE PALP INT UNIT$4.7M129,126G16252101
INVESCO EXCH TRADED FD TR IIKBW BK ETF$4.6M50,000Put46138E628
UBS GROUP AGSHS$4.6M93,400PutH42097107
ISHARES TRCHINA LG-CAP ETF$4.6M144,115464287184
NEWS CORP NEWCL A$4.4M179,08565249B109
FREEPORT MCMORAN INCCL B$4.4M70,000Put35671D857
METLIFE INCCOM$4.4M51,500Put59156R108
KRANESHARES TRUSTCSI CHI INTERNET$4.3M175,000Put500767306
BROOKFIELD RENEWABLE ENERGYPARTNERSHIP UNIT$4.3M122,930G16258108
AXON ENTERPRISE INCCOM$4.2M7,500Put05464C101
GREEN DOT CORPCL A$4.2M310,00039304D102
SUPER MICRO COMPUTER INCNOTE 3.500% 3/0$4.2M4,500,00086800UAB0
GOLDMAN SACHS GROUP INCCOM$4M4,000Put38141G104
ELECTRONIC ARTS INCCOM$4M19,385285512109
GRIFOLS S ASP ADR REP B NVT$3.9M555,250398438408
TAYLOR MORRISON HOME CORPCOM$3.8M53,50087724P106
CROWDSTRIKE HLDGS INCCL A$3.8M20,000Put22788C105
ABBVIE INCCOM$3.8M15,000Put00287Y109
ETSY INCNOTE 0.250% 6/1$3.6M4,000,00029786AAN6
GLOBAL PMTS INCNOTE 1.500% 3/0$3.6M4,000,00037940XAU6
UBER TECHNOLOGIES INCCOM$3.5M49,000Put90353T100
BANK OF AMER CORPCOM$3.5M61,500Put060505104
SELECT SECTOR SPDR TRST STR ENERG ETF$3.5M65,74781369Y506
CENTRAL GARDEN & PET COCL A NON-VTG$3.4M86,883153527205
PFIZER INCCOM$3.3M138,500Put717081103
ESPERION THERAPEUTICS INC NECOM$3.3M1,044,42029664W105
CLEAR CHANNEL OUTDOOR HLDGSCOM$3.3M1,349,47518453H106
D R HORTON INCCOM$3.3M20,000Put23331A109
SNAP INCNOTE 0.500% 5/0$3.3M4,000,00083304AAK2
TRANE TECHNOLOGIES PLCSHS$3.2M6,600PutG8994E103
AMERICAN AIRLINES GROUP INCCOM$3.2M175,000Put02376R102
LENNAR CORPCL A$3.1M34,808526057104
KRANESHARES TRUSTCSI CHI INTERNET$3.1M126,689500767306
BROWN FORMAN CORPCL B$3.1M116,122115637209
SPDR INDEX SHS FDSST STR EU 50 ETF$3.1M45,000Put78463X202
SELECT SECTOR SPDR TRST STR REAL ETF$3.1M70,000Put81369Y860
TALKSPACE INCCOM$3M584,41087427V103
US BANCORPCOM NEW$3M50,000Put902973304
VANECK ETF TRUSTGOLD MINERS ETF$3M40,000Put92189F106
OLAPLEX HLDGS INCCOM$3M1,443,040679369108
JAZZ INVESTMENTS I LTDNOTE 3.125% 9/1$2.9M1,750,000472145AH4
ALIBABA GROUP HLDG LTDNOTE 0.500% 6/0$2.9M2,500,00001609WBG6
LYONDELLBASELL INDUSTRIES NVSHS - A -$2.9M55,000PutN53745100
GREIF INCCL A$2.9M38,762397624107
CROSS CTRY HEALTHCARE INCCOM$2.9M216,700227483104
BLACKSTONE INCCOM$2.8M23,81809260D107
LIBERTY MEDIA CORP DELCOM LBTY ONE S C$2.8M29,350531229755
ORACLE CORPCOM$2.8M19,000Put68389X105
SELECT MED HLDGS CORPCOM$2.8M167,50381619Q105
QORVO INCCOM$2.8M29,63174736K101
ZILLOW GROUP INCCL C CAP STK$2.7M86,87398954M200
IQIYI INCNOTE 4.625% 3/1$2.7M3,000,00046267XAK4
SUPER MICRO COMPUTER INCNOTE 6/1$2.7M3,000,00086800UAF1
QIAGEN NVORD SHARES$2.7M69,172N72482156
GLOBAL X FDSGLOBAL X URANIUM$2.6M58,68537954Y871
APPLE INCCOM$2.5M8,714037833100
WELLS FARGO & COCOM$2.5M30,000Put949746101
MARRIOTT VACATIONS WORLDWIDENOTE 3.250%12/1$2.5M2,500,00057164YAF4
ELME COMMUNITIESSH BEN INT$2.4M1,625,516939653101
MGM RESORTS INTERNATIONALCOM$2.4M50,000Put552953101
LIBERTY LIVE HOLDINGS INCCOM SER A$2.4M23,500530909100
GLOBAL X FDSGLOBAL X COPPER$2.3M30,47237954Y830
AKAMAI TECHNOLOGIES INCNOTE 1.125% 2/1$2.3M2,000,00000971TAN1
OPEN LENDING CORPCOM$2.2M720,00068373J104
BOOKING HOLDINGS INCCOM$2.2M12,500Put09857L108
LIBERTY BROADBAND CORPCOM SER A$2.2M66,372530307107
MGM RESORTS INTERNATIONALCOM$2.2M45,941552953101
MERCADOLIBRE INCCOM$2.2M1,27558733R102
TRUBRIDGE INCCOM$2.1M81,241205306103
MOSAIC COCOM$2.1M100,000Put61945C103
SPDR SERIES TRUSTST STR SP REGBNK$2.1M28,28078464A698
MICROCHIP TECHNOLOGY INC.NOTE 0.750% 6/0$2.1M2,000,000595017BG8
KKR & CO INCCOM$2.1M22,500Put48251W104
ISHARES TREXPANDED TECH$2M22,500Put464287515
ROCKET LAB CORPCOM$2M20,000Put773121108
MCCORMICK & CO INCCOM NON VTG$2M40,000579780206
SYSCO CORPCOM$2M24,000Put871829107
VANECK ETF TRUSTSEMICONDUCTR ETF$2M3,04692189F676
ISHARES TRRUSSELL 2000 ETF$2M6,618464287655
PARAMOUNT SKYDANCE CORPCOM CL B$2M200,000Call69932A204
ISHARES TRMSCI EAFE ETF$1.9M18,606464287465
BIOMARIN PHARMACEUTICAL INCCOM$1.9M33,01309061G101
NORFOLK SOUTHN CORPCOM$1.9M6,000655844108
DEERE & COCOM$1.8M2,900Put244199105
RIGETTI COMPUTING INCCOMMON STOCK$1.8M95,000Put76655K103
SPDR SERIES TRUSTST STR SP BIOT$1.8M11,59078464A870
JOHNSON & JOHNSONCOM$1.8M7,200Put478160104
ABBOTT LABORATORIESCOM$1.8M20,002002824100
ABBOTT LABORATORIESCOM$1.8M20,000Put002824100
JPMORGAN CHASE & COCOM$1.8M5,500Put46625H100
SIRIUSXM HOLDINGS INCCOMMON STOCK$1.8M60,385829933100
MICROSOFT CORPCOM$1.7M4,614594918104
STELLANTIS N.VSHS$1.7M300,000CallN82405106
VANECK ETF TRUSTGOLD MINERS ETF$1.7M22,44392189F106
ALCON AGORD SHS$1.7M25,000PutH01301128
ALCON AGORD SHS$1.7M24,758H01301128
SELECT SECTOR SPDR TRST STR INDL ETF$1.6M8,800Put81369Y704
SELECT SECTOR SPDR TRST STR UTIL ETF$1.6M35,70481369Y886
LIONSGATE STUDIOS CORPCOM$1.6M102,89553626N102
SIMULATIONS PLUS INCCOM$1.6M84,800829214105
CAMECO CORPCOM$1.5M15,000Put13321L108
XOMA ROYALTY CORPORATIONCOM NEW$1.5M34,85398419J206
SERITAGE GROWTH PPTYSCL A$1.5M561,64881752R100
BILL HOLDINGS INCCOM$1.4M40,000090043100
STELLANTIS N.VSHS$1.4M244,966N82405106
NEBIUS GROUP N.V.SHS CLASS A$1.4M5,000PutN97284108
RIOT PLATFORMS INCCOM$1.4M50,000Put767292105
SEQUANS COMMUNICATIONS S ASPONSORED ADS$1.4M400,000817323405
LIBERTY LIVE HOLDINGS INCCOM SHS SER C$1.4M12,852530909308
BOOKING HOLDINGS INCCOM$1.3M7,51009857L108
UNIFIRST CORP MASSCOM$1.3M5,000904708104
MORGAN STANLEYCOM NEW$1.3M6,300Put617446448
BIRKENSTOCK HOLDING PLCCOM SHS$1.3M30,000M2029K104
CITIGROUP INCCOM NEW$1.3M9,200Put172967424
ARCOSA INCCOM$1.3M8,750039653100
CARLYLE GROUP INCCOM$1.3M30,000Put14316J108
FERMI INCCOM$1.2M135,000314911108
HEWLETT PACKARD ENTERPRISE CCOM$1.2M27,000Put42824C109
ATRIUM THERAPEUTICS INCCOM$1.2M89,72304965N104
INTERNATIONAL MONEY EXPRESSCOM$1.2M83,05946005L101
ISHARES TRMSCI EMG MKT ETF$1.2M17,468464287234
GRAPHIC PACKAGING HLDG COCOM$1.2M110,000388689101
TEMPUS AI INCCL A$1.2M20,000Put88023B103
FERRARI N VCOM$1.1M3,084N3167Y103
ASTRONOVA INCCOM$1.1M40,00004638F108
BEST BUY INCCOM$1.1M15,000Put086516101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-24

CREDIT INDUSTRIEL ET COMMERCIAL — 338 positions reported for 2026Q2 — Tapewire