HolderBook

Ulysses Management LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1510912
Reported value
$506.0M
Positions
38
Top 10 weight
83.2%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
AMAZON COM INC OPTAMZN$84.6M257,50016.72%+9.52pp26qHELD
SCHEIN HENRY INC OPTHSIC$68.1M665,35813.46%+5.15pp6q+2.4%+$1.6M
NVIDIA CORPORATION OPTNVDA$58.0Moptions only11.47%-newOPTIONS
MICROSOFT CORP OPTMSFT$56.5M101,36711.16%+3.92pp31q-28.3%-$22.3M
INVESCO QQQ TR OPTQQQ$36.8Moptions only7.28%+5.12pp2qOPTIONS
BALL CORPBALL$33.7M540,0006.66%+2.68pp12qHELD
STATE STR SPDR S&P 500 ETF T OPTSPY$28.0Moptions only5.53%-51.21pp13qOPTIONS
TAIWAN SEMICONDUCTOR MANUFAC OPTTSM$21.3Moptions only4.20%+0.72pp6qOPTIONS
SIMILARWEB LTDSMWB$18.0M2,928,4743.55%+2.57pp19q-2.3%-$429.1K
UBER TECHNOLOGIES INCUBER$16.0M221,7003.16%+0.73pp27q-18.4%-$3.6M
APPLE INC OPTAAPL$14.5Moptions only2.86%+1.91pp11qOPTIONS
SPDR GOLD TRGLD$9.8M26,5001.93%+1.47pp8q+211.8%+$6.6M
DIME COML BANCSHARES INCDCOM$7.9M195,0001.57%+0.62pp22q-13.1%-$1.2M
MOODYS CORPMCO$4.8M10,5000.94%-newNEW
STRATASYS LTDSSYS$4.8M555,0000.94%+0.40pp6qHELD
ALPHABET INCGOOGL$4.5M12,5000.88%+0.67pp14q+108.3%+$2.3M
S&P GLOBAL INCSPGI$4.3M10,5000.85%-newNEW
JPMORGAN CHASE & COJPM$4.3M13,0000.84%+0.36pp31qHELD
RANPAK HOLDINGS CORPPACK$3.8M515,8850.75%+0.44pp29q-25.5%-$1.3M
GOLDMAN SACHS GROUP INCGS$3.0M3,0000.60%+0.28pp11qHELD
EMBRAER S.A.EMBJ$2.6M40,0000.50%+0.26pp5q+23.1%+$478.5K
SPDR SERIES TRUSTXBI$2.4M15,0000.47%+0.23pp3qHELD
SPDR SERIES TRUST OPTKRE$2.3Moptions only0.46%+0.21pp14qOPTIONS
BANK OF N T BUTTERFIELD & SONTB$2.2M37,5000.44%+0.20pp28qHELD
MORGAN STANLEYMS$1.7M8,0000.33%-newNEW
FREEPORT-MCMORAN INCFCX$1.6M25,0000.31%+0.13pp4qHELD
GE AEROSPACEGE$1.5M4,0000.30%-newNEW
INTERNATIONAL BUSINESS MACHS OPTIBM$1.4Moptions only0.28%-newOPTIONS
ASML HLDG NVASML$1.4M7000.28%-newNEW
SELECT SECTOR SPDR TRXLE$1.3M25,0000.26%-newNEW
MSCI INCMSCI$1.1M2,0000.22%-newNEW
AMERICAN EXPRESS COAXP$1.0M3,0000.20%-newNEW
BARRICK MNG CORPB$918.2K25,0000.18%flat3q-28.6%-$367.3K
AMGEN INCAMGN$724.2K2,0000.14%-newNEW
NEWMONT CORPNEM$467.0K5,0000.09%-newNEW
EDWARDS LIFESCIENCES CORPEW$452.3K5,0000.09%-newNEW
AMPHENOL CORPAPH$352.6K2,0000.07%-newNEW
SOLARIS ENERGY INFRAS INCSEI$201.2K2,5000.04%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 16.7%Semiconductors & Electronics 16.0%Software & IT Services 15.6%Wholesale & Distribution 13.5%Funds & ETFs 12.8%Industrials 7.7%Business Services 5.2%Computer Hardware 4.1%Banks & Lending 3.0%Capital Markets 2.9%Other sectors 1.3%Not classified 1.2%
 
SectorValueShare
Retail & Consumer$84.6M16.7%
Semiconductors & Electronics$81.1M16.0%
Software & IT Services$78.9M15.6%
Wholesale & Distribution$68.1M13.5%
Funds & ETFs$64.8M12.8%
Industrials$39.1M7.7%
Business Services$26.1M5.2%
Computer Hardware$20.6M4.1%
Banks & Lending$15.4M3.0%
Capital Markets$14.5M2.9%
Other sectors$6.7M1.3%
Not classified$6.0M1.2%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$506.0M381547983.2%45
Q1 2026$802.2M3245111493.5%45
Q4 2025$543.3M42128121682.1%48
Q3 2025$1.4B4610781690.6%45
Q2 2025$993.4M521769778.6%45
Q1 2025$694.8M4210951679.1%45
Q4 2024$624.5M48136161075.8%45
Q3 2024$1.1B4571061482.3%45
Q2 2024$716.3M5216971374.1%45
Q1 2024$1.2B4911108983.6%45
Q4 2023$1.1B471466685.4%45
Q3 2023$1.1B399831688.6%45
Q2 2023$1.1B46131251288.3%45
Q1 2023$484.3M4518851178.9%45
Q4 2022$415.1M384825978.2%45
Q3 2022$699.4M439108985.1%45
Q2 2022$642.6M4361551278.6%46
Q1 2022$833.3M49914121080.7%46
Q4 2021$914.5M501611112072.9%45
Q3 2021$954.7M541313121972.3%47
Q2 2021$794.6M60198162161.1%47
Q1 2021$936.5M622215111365.7%47
Q4 2020$555.5M53199131565.5%47
Q3 2020$911.7M4921119975.7%47
Q2 2020$700.5M3710118980.7%45
Q1 2020$498.4M36121181879.3%45
Q4 2019$1.0B429616782.7%45
Q3 2019$1.1B4091061081.3%45
Q2 2019$1.1B41108111075.9%45
Q1 2019$1.1B4111155977.7%45
Q4 2018$746.6M39000074.6%51

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.