MYDA Advisors LLC — 13F Holdings & Portfolio

CIK 1589689 · latest 13F-HR filed 2026-05-14

MYDA Advisors LLC manages $607.9M in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QQQ (7.60%), DVY (6.48%), DIA (5.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 53 new positions, exited 57, added to 24, and trimmed 26.

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.

Loading holdings…
AUM

$607.9M

Long-equity book

Holdings

151

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+53 / −57 / ↑24 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR DOW JONES IND$15.5M +80.7%
  • TERAWULF INC$4.7M +106.6%
  • AEROVIRONMENT INC$4.1M +111.9%
  • SPINNAKER ETF SERIES$4.0M +238.5%
  • MGM RESORTS INTERNATIONAL$3.7M +52.9%
Show all 24

Top Trims

  • AMAZON COM INC-$12.8M -53.1%
  • ECHOSTAR CORP-$9.4M -78.5%
  • MICROSOFT CORP-$9.4M -38.8%
  • SNOWFLAKE INC-$4.8M -72.5%
  • MONGODB INC-$4.5M -90.3%
Show all 26

New Positions

  • ISHARES TR$39.4M
  • AMPRIUS TECHNOLOGIES INC$12.4M
  • SPDR SERIES TRUST$7.9M
  • VERADERMICS INC$7.6M
  • TAKE-TWO INTERACTIVE SOFTWAR$6.9M
Show all 53

Exited Positions

  • UNUSUAL MACHS INC$10.6M
  • NLIGHT INC$9.0M
  • ADOBE INC$4.5M
  • NVIDIA CORPORATION$3.7M
  • INTERCONTINENTAL EXCHANGE IN$3.3M
Show all 57
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 INVESCO QQQ TR Put QQQ 46090E103 $46.2M 7.60% 80,000 SH
2 ISHARES TR DVY 464287168 $39.4M 6.48% 260,000 SH
3 STATE STR SPDR DOW JONES IND DIA 78467X109 $34.7M 5.71% 75,000 SH
4 ISHARES TR Put IWM 464287655 $24.3M 4.00% 98,000 SH
5 CORE SCIENTIFIC INC NEW CORZ 21874A106 $17.4M 2.85% 1,160,000 SH
6 INVESCO QQQ TR Call QQQ 46090E103 $17.3M 2.85% 30,000 SH
7 ISHARES TR Put HYG 464288513 $15.9M 2.62% 200,000 SH
8 MICROSOFT CORP MSFT 594918104 $14.8M 2.44% 40,000 SH
9 AMPRIUS TECHNOLOGIES INC AMPX 03214Q108 $12.4M 2.04% 735,000 SH
10 SPDR SERIES TRUST Put XOP 78468R556 $12.4M 2.03% 68,000 SH
11 AMAZON COM INC AMZN 023135106 $11.2M 1.85% 54,000 SH
12 MGM RESORTS INTERNATIONAL MGM 552953101 $10.8M 1.77% 291,000 SH
13 BIOHAVEN LTD BHVN G1110E107 $10.4M 1.70% 1,225,000 SH
14 PROCAP ACQUISITION CORP PCAP G7257A105 $9.2M 1.51% 900,000 SH
15 TERAWULF INC WULF 88080T104 $9.0M 1.48% 625,000 SH
16 SPDR SERIES TRUST XHB 78464A888 $7.9M 1.30% 80,000 SH
17 AEROVIRONMENT INC AVAV 008073108 $7.7M 1.26% 42,000 SH
18 VERADERMICS INC MANE 922967104 $7.6M 1.25% 120,000 SH
19 AT&T INC T 00206R102 $7.5M 1.24% 260,000 SH
20 MICROSOFT CORP Put MSFT 594918104 $7.4M 1.22% 20,000 SH
21 CHENIERE ENERGY INC Call LNG 16411R208 $7.1M 1.17% 25,000 SH
22 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $6.9M 1.14% 35,000 SH
23 SELECT SECTOR SPDR TR XLU 81369Y886 $6.4M 1.06% 140,000 SH
24 CINEMARK HLDGS INC CNK 17243V102 $6.4M 1.06% 225,000 SH
25 ELI LILLY & CO LLY 532457108 $6.3M 1.03% 6,800 SH
26 FREQUENCY ELECTRS INC FEIM 358010106 $6.2M 1.02% 140,000 SH
27 CONSTELLATION ENERGY CORP CEG 21037T109 $6.1M 1.00% 21,800 SH
28 CENTRUS ENERGY CORP LEU 15643U104 $6.1M 1.00% 35,000 SH
29 ZOOM COMMUNICATIONS INC ZM 98980L101 $6.0M 0.99% 75,000 SH
30 SPINNAKER ETF SERIES EUAD 84858T772 $5.7M 0.94% 140,000 SH
31 ARCUTIS BIOTHERAPEUTICS INC ARQT 03969K108 $5.7M 0.93% 240,000 SH
32 MICROSOFT CORP Call MSFT 594918104 $5.6M 0.91% 15,000 SH
33 GOLAR LNG LTD GLNG G9456A100 $5.5M 0.90% 101,100 SH
34 O-I GLASS INC OI 67098H104 $5.3M 0.88% 507,000 SH
35 VENTURE GLOBAL INC VG 92333F101 $5.3M 0.88% 338,000 SH
36 MADISON SQUARE GRDN SPRT COR MSGS 55825T103 $5.1M 0.85% 16,000 SH
37 CHENIERE ENERGY INC LNG 16411R208 $5.1M 0.84% 17,999 SH
38 VERIZON COMMUNICATIONS INC VZ 92343V104 $5.0M 0.83% 100,000 SH
39 SELECT SECTOR SPDR TR Put XLE 81369Y506 $4.9M 0.81% 80,000 SH
40 AMERICAN EXCEPTIONALISM ACQU AEXA G0273J101 $4.9M 0.80% 450,000 SH
41 PELOTON INTERACTIVE INC PTON 70614W100 $4.8M 0.79% 1,115,000 SH
42 STATE STR SPDR DOW JONES IND Put DIA 78467X109 $4.6M 0.76% 10,000 SH
43 NETFLIX INC. NFLX 64110L106 $4.6M 0.76% 48,000 SH
44 ISHARES TR IYR 464287739 $4.5M 0.75% 48,000 SH
45 EYEPOINT INC EYPT 30233G209 $4.3M 0.70% 330,000 SH
46 SPHERE ENTERTAINMENT CO SPHR 55826T102 $4.1M 0.68% 35,000 SH
47 PROPETRO HLDG CORP PUMP 74347M108 $4.0M 0.65% 275,000 SH
48 PROSHARES TR II SCO 74347Y797 $4.0M 0.65% 475,000 SH
49 SCORPIO TANKERS INC Call STNG Y7542C130 $3.7M 0.61% 50,000 SH
50 VALERO ENERGY CORP VLO 91913Y100 $3.7M 0.61% 15,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $607.9M 151 0001214659-26-006197
2025-12-31 2026-02-13 $525.1M 141 0001214659-26-001717
2025-09-30 2025-11-13 $463.2M 156 0001214659-25-016417