Ulysses Management LLC — 13F Holdings & Portfolio

CIK 1510912 · latest 13F-HR filed 2026-08-14

Ulysses Management LLC manages $506.0M in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (12.13%), NVDA (11.47%), HSIC (10.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 10, added to 14, and trimmed 3.

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
ONE ROCKEFELLER PLAZA
19TH FLOOR
NEW YORK, NY 10020
Phone
(212) 455-6200
Filing Manager
Ulysses Management LLC
New York, NY
Signatory
Joshua Nash
President
Loading holdings…
AUM

$506.0M

Long-equity book

Holdings

42

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+13 / −10 / ↑14 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SIMILARWEB LTD$10.1M +129.4%
  • AMAZON.COM$7.7M +14.4%
  • HENRY SCHEIN$7.7M +16.0%
  • STREET TRACKS GOLD TRUST$6.1M +166.9%
  • ALPHABET INC CLASS A COMMON ST$2.7M +158.9%
Show all 14

Top Trims

  • MICROSOFT CORP-$14.5M -27.7%
  • UBER TECHNOLOGIES-$3.5M -18.1%
  • BARRICK MINING-$509.4K -35.7%
Show all 3

New Positions

  • MOODYS CORP$4.8M
  • S&P GLOBAL INC$4.3M
  • MORGAN STANLEY$1.7M
  • GE AEROSPACE$1.5M
  • ASML HOLDING NV NY REG$1.4M
Show all 13

Exited Positions

  • TRIMBLE$4.6M
  • ANGI HOME SERVICES$3.8M
  • SPDR SER TR S&P REGL BKG ETF$2.0M
  • US BANCORP$1.6M
  • THERMO FISHER SCIENTIFIC$1.5M
Show all 10
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 AMAZON.COM AMZN 023135106 $61.4M 12.13% 257,500 SH
2 NVIDIA CORP Call NVDA 67066G104 $58.0M 11.47% 290,000 SH
3 HENRY SCHEIN HSIC 806407102 $55.6M 10.98% 665,358 SH
4 MICROSOFT CORP MSFT 594918104 $37.8M 7.47% 101,367 SH
5 INVESCO QQQ Put QQQ 46090E103 $36.8M 7.28% 50,000 SH
6 BALL CORP BALL 058498106 $33.7M 6.66% 540,000 SH
7 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $28.0M 5.53% 37,500 SH
8 TAIWAN SEMICONDUCTOR Call TSM 874039100 $21.3M 4.20% 44,500 SH
9 MICROSOFT CORP Put MSFT 594918104 $18.7M 3.69% 50,000 SH
10 SIMILARWEB LTD SMWB M84137104 $18.0M 3.55% 2,928,474 SH
11 AMAZON.COM Put AMZN 023135106 $17.9M 3.53% 75,000 SH
12 UBER TECHNOLOGIES UBER 90353T100 $16.0M 3.16% 221,700 SH
13 APPLE INC Call AAPL 037833100 $14.5M 2.86% 50,000 SH
14 HENRY SCHEIN Call HSIC 806407102 $12.5M 2.48% 150,000 SH
15 STREET TRACKS GOLD TRUST GLD 78463V107 $9.8M 1.93% 26,500 SH
16 DIME COMMUNITY BANCSHARES DCOM 25432X102 $7.9M 1.57% 195,000 SH
17 AMAZON.COM Call AMZN 023135106 $5.4M 1.06% 22,500 SH
18 MOODYS CORP MCO 615369105 $4.8M 0.94% 10,500 SH
19 STRATASYS SSYS M85548101 $4.8M 0.94% 555,000 SH
20 ALPHABET INC CLASS A COMMON ST GOOGL 02079K305 $4.5M 0.88% 12,500 SH
21 S&P GLOBAL INC SPGI 78409V104 $4.3M 0.85% 10,500 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $4.3M 0.84% 13,000 SH
23 RANPAK HOLDINGS CORP PACK 75321W103 $3.8M 0.75% 515,885 SH
24 GOLDMAN SACHS GROUP GS 38141G104 $3.0M 0.60% 3,000 SH
25 EMBRAER SA-SPON ADR EMBJ 29082A107 $2.6M 0.50% 40,000 SH
26 SPDR S&P BIOTECHCS XBI 78464A870 $2.4M 0.47% 15,000 SH
27 SPDR SER TR Call KRE 78464A698 $2.3M 0.46% 31,000 SH
28 BANK OF N.T. BUTTERFIELD NTB G0772R208 $2.2M 0.44% 37,500 SH
29 MORGAN STANLEY MS 617446448 $1.7M 0.33% 8,000 SH
30 FREPORT MCMORAN INC FCX 35671D857 $1.6M 0.31% 25,000 SH
31 GE AEROSPACE GE 369604301 $1.5M 0.30% 4,000 SH
32 INTL BUSINESS MACHIN Call IBM 459200101 $1.4M 0.28% 5,000 SH
33 ASML HOLDING NV NY REG ASML N07059210 $1.4M 0.28% 700 SH
34 ENERGY SECTOR SPDR XLE 81369Y506 $1.3M 0.26% 25,000 SH
35 MSCI MSCI 55354G100 $1.1M 0.22% 2,000 SH
36 AMERICAN EXPRESS AXP 025816109 $1.0M 0.20% 3,000 SH
37 BARRICK MINING B 06849F108 $918.2K 0.18% 25,000 SH
38 AMGEN INC AMGN 031162100 $724.2K 0.14% 2,000 SH
39 NEWMONT MINING CORP. NEM 651639106 $467.0K 0.09% 5,000 SH
40 EDWARDS LIFESCIENCES EW 28176E108 $452.3K 0.09% 5,000 SH
41 AMPHENOL CORP APH 032095101 $352.6K 0.07% 2,000 SH
42 SOLARIS ENERGY SEI 83418M103 $201.2K 0.04% 2,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $506.0M 42 0001213900-26-089802
2026-03-31 2026-05-15 $802.2M 35 0001213900-26-057459
2025-12-31 2026-02-17 $543.3M 48 0001213900-26-017098
2025-09-30 2025-11-14 $1.36B 50 0001213900-25-110528