Paloma Partners Management Co — 13F Holdings & Portfolio

CIK 1103882 · latest 13F-HR filed 2026-08-14

Paloma Partners Management Co manages $1.36B in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (39.56%), BTDR (18.36%), GH (6.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 39, added to 2, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
TWO AMERICAN LANE
GREENWICH, CT 06836
Phone
(203) 862-8000
Filing Manager
Paloma Partners Management Co
GREENWICH, CT
Signatory
PEI NG
CHIEF FINANCIAL OFFICER
Loading holdings…
AUM

$1.36B

Long-equity book

Holdings

28

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+15 / −39 / ↑2 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TRIP COM GROUP LTD$30.1M +290.4%
  • ALIBABA GROUP HLDG LTD$18.6M +38.3%
Show all 2

Top Trims

  • CENTURI HOLDINGS INC-$16.8M -93.0%
  • CNFINANCE HLDGS LTD-$348.1K -29.2%
Show all 2

New Positions

  • GUARDANT HEALTH INC$85.3M
  • BRIDGEBIO PHARMA INC$55.8M
  • CLOUDFLARE INC$50.2M
  • SNOWFLAKE INC$43.0M
  • GAMESTOP CORP$23.6M
Show all 15

Exited Positions

  • VIASAT INC$12.5M
  • BROADCOM INC$6.8M
  • INTEL CORP$6.6M
  • AMAZON COM INC$5.2M
  • TAKE-TWO INTERACTIVE SOFTWAR$4.3M
Show all 39
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $539.5M 39.56% 722,500 SH
2 BITDEER TECHNOLOGIES GROUP Call BTDR G11448100 $250.3M 18.36% 15,775,000 SH
3 GUARDANT HEALTH INC GH 40131MAD1 $85.3M 6.26% 33,863,000 PRN
4 ALIBABA GROUP HLDG LTD BABAF 01609WBG6 $67.3M 4.93% 57,000,000 PRN
5 ISHARES BITCOIN TRUST ETF Put IBIT 46438F101 $66.1M 4.85% 1,985,000 SH
6 BRIDGEBIO PHARMA INC BBIO 10806XAJ1 $55.8M 4.09% 33,000,000 PRN
7 CLOUDFLARE INC PSAPF 18915MAF4 $50.2M 3.68% 39,532,000 PRN
8 VIASAT INC Call VSAT 92552V100 $49.4M 3.62% 550,000 SH
9 SNOWFLAKE INC SNOW 833445AD1 $43.0M 3.15% 24,300,000 PRN
10 TRIP COM GROUP LTD TRPCF 89677QAB3 $40.5M 2.97% 41,081,000 PRN
11 GAMESTOP CORP GME 36467WAG4 $23.6M 1.73% 23,185,000 PRN
12 HUDSON PACIFIC PROPERTIES IN Call HPP 444097406 $21.3M 1.56% 1,400,000 SH
13 CHEESECAKE FACTORY INC CAKE 163072AC5 $15.1M 1.11% 11,800,000 PRN
14 RIVIAN AUTOMOTIVE INC RIVN 76954AAD5 $12.8M 0.93% 11,830,000 PRN
15 CYBERARK SOFTWARE LTD CYBR 23248VAD7 $10.5M 0.77% 6,300,000 PRN
16 GOODYEAR TIRE & RUBR CO Call GT 382550101 $8.4M 0.61% 1,270,000 SH
17 ACP HOLDINGS ACQUISITION COR ACGC G0113G101 $5.8M 0.42% 578,500 SH
18 NEWELL BRANDS INC Call NWL 651229106 $4.9M 0.36% 800,000 SH
19 JETBLUE AIRWAYS CORP JBLU 477143AR2 $4.5M 0.33% 4,000,000 PRN
20 ACP HOLDINGS ACQUISITION COR Call ACGC G0113G101 $2.8M 0.21% 286,450 SH
21 INTERPRIVATE INVTS PARTNERS IPVVU G49097127 $1.4M 0.10% 140,000 SH
22 CENTURI HOLDINGS INC CTRI 155923105 $1.3M 0.09% 41,841 SH
23 ANGEL STUDIOS INC. ANGX 034948109 $1.2M 0.09% 325,000 SH
24 NUVATION BIO INC NUVB 67080NAA9 $1.0M 0.08% 1,000,000 PRN
25 CNFINANCE HLDGS LTD CNF 18979T204 $845.8K 0.06% 305,337 SH
26 BITDEER TECHNOLOGIES GROUP BTDR G11448100 $793.5K 0.06% 50,000 SH
27 COLOMBIER ACQUISITION CORP I Call CLBR G2284A103 $119.5K 0.01% 11,661 SH
28 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $75.4K 0.01% 101 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.36B 28 0001103882-26-000005
2026-03-31 2026-05-15 $509.7M 61 0001103882-26-000004
2025-12-31 2026-02-17 $549.3M 58 0001103882-26-000002
2025-09-30 2025-11-14 $608.5M 76 0001103882-25-000011