SONA ASSET MANAGEMENT (US) LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, SONA ASSET MANAGEMENT (US) LLC maintained a portfolio of 215 distinct positions. The most significant new addition to the portfolio was SPDR S&P 500 ETF TR, which now represents 3.10% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 1669.6%. Conversely, SONA ASSET MANAGEMENT (US) LLC completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
215
Quarter
2025 Q4
Top Holding
LQD (17.6%)
Top 10 Concentration
46.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 215
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
LQD
ISHARES TR
ETF 17.59% 1.08% #1 26
Prev: #27
9.3 6,615,092 1669.6%
P
S
7,011,298 $772,574,926 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 6.32% 0.66% #2 39
Prev: #41
4.8 407,000 904.4%
P
S
452,000 $277,668,120 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ON SEMICONDUCTO...
Bond/Debt 3.29% 1.89% #3 13
Prev: #16
3.6 68,600,000 82.1%
P
S
152,175,000 $144,611,598 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
CALL
CALL Option 3.10% #4
Prev: #—
3.2 200,000 no change
NEW
200,000 $136,384,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
CALL
CALL Option 3.09% 0.08% #5 98
Prev: #103
3.5 3,580,000 3580.0%
P
S
3,680,000 $135,792,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NSC
NORFOLK SOUTHN ...
Industrials 2.92% 1.39% #6 16
Prev: #22
3.5 254,967 134.7%
P
S
444,247 $128,262,994 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ETSY INC
Bond/Debt 2.75% 1.98% #7 8
Prev: #15
3.3 41,500,000 53.4%
P
S
119,222,000 $120,813,733 13F Filing 2025-12-31 2026-02-14 (Est.)
IGSB
ISHARES TR
ETF 2.73% 1.47% #8 10
Prev: #18
3.4 1,135,000 100.0%
P
S
2,270,000 $120,037,600 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
CALL
CALL Option 2.57% #9
Prev: #—
3.0 590,500 no change
NEW
590,500 $113,116,180 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ITRON INC
Bond/Debt 2.51% #10
Prev: #—
3.0 110,965,000 no change
NEW
110,965,000 $110,072,398 13F Filing 2025-12-31 2026-02-14 (Est.)
TXNM
TXNM ENERGY INC
Utilities 2.46% 2.29% #11
Prev: #11
3.0 171,044 10.3%
P
S
1,834,874 $108,037,381 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AKAMAI TECHNOLO...
Bond/Debt 2.41% #12
Prev: #—
3.0 105,002,000 no change
NEW
105,002,000 $105,699,739 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
CALL
CALL Option 2.39% 1.13% #13 13
Prev: #26
3.3 1,800,000 120.0%
P
S
3,300,000 $104,841,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
CALL
CALL Option 2.01% #14
Prev: #—
2.8 875,500 no change
NEW
875,500 $88,329,195 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TRIP COM GROUP ...
Bond/Debt 1.82% 2.03% #15 1
Prev: #14
0.7 no change no change
P
S
65,000,000 $80,045,875 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAZZ INVESTMENT...
Bond/Debt 1.70% 2.16% #16 3
Prev: #13
0.7 -19,000,000 -22.8%
P
S
64,300,000 $74,505,117 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BILL HOLDINGS I...
Bond/Debt 1.68% #17
Prev: #—
2.7 80,150,000 no change
NEW
80,150,000 $74,017,964 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
MICROCHIP TECHN...
Bond/Debt 1.55% 0.96% #18 14
Prev: #32
2.8 29,063,000 71.8%
P
S
69,563,000 $68,259,320 13F Filing 2025-12-31 2026-02-14 (Est.)
APO/PRA
APOLLO GLOBAL M...
Unknown 1.55% 3.61% #19 14
Prev: #5
0.8 -1,200,000 -57.1%
P
S
900,000 $67,916,610 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
CALL
CALL Option 1.40% #20
Prev: #—
2.6 100,000 no change
NEW
100,000 $61,431,000 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
PUT
PUT Option 1.19% 6.49% #21 19
Prev: #2
0.7 -2,380,000 -79.9%
P
S
600,000 $52,296,000 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
CALL
CALL Option 1.19% 0.24% #22 44
Prev: #66
2.8 490,000 445.5%
P
S
600,000 $52,296,000 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
KYIVSTAR GROUP ...
Unknown 1.13% 0.65% #23 19
Prev: #42
2.7 1,696,199 79.3%
P
S
3,834,088 $49,766,462 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
PUT
PUT Option 1.12% #24
Prev: #—
2.4 200,000 no change
NEW
200,000 $49,232,000 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
CALL
CALL Option 1.12% #25
Prev: #—
2.4 200,000 no change
NEW
200,000 $49,232,000 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
PUT
PUT Option 0.00% 5.54%
Sold All 😨
(Was: #3)
0.3 -2,800,000 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LQD
ISHARES TR
PUT
PUT Option 0.00% 5.44%
Sold All 😨
(Was: #4)
0.3 -2,000,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EMB
ISHARES TR
ETF 0.00% 3.41%
Sold All 😨
(Was: #6)
0.3 -1,469,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
UBER TECHNOLOGI...
Bond/Debt 0.00% 3.38%
Sold All 😨
(Was: #7)
0.3 -113,615,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
PUT
PUT Option 0.00% 2.60%
Sold All 😨
(Was: #10)
0.3 -300,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
CALL
CALL Option 0.00% 2.17%
Sold All 😨
(Was: #12)
0.3 -250,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTUM
ISHARES TR
PUT
PUT Option 0.00% 1.88%
Sold All 😨
(Was: #17)
0.3 -300,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AIRBNB INC
Bond/Debt 0.00% 1.39%
Sold All 😨
(Was: #21)
0.3 -58,250,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SHIFT4 PMTS INC
Bond/Debt 0.00% 1.28%
Sold All 😨
(Was: #23)
0.3 -51,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SHOPIFY INC
Bond/Debt 0.00% 1.27%
Sold All 😨
(Was: #24)
0.3 -49,404,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
CALL
CALL Option 0.00% 1.02%
Sold All 😨
(Was: #28)
0.3 -250,000 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLS
CHART INDS INC
Industrials 0.00% 1.02%
Sold All 😨
(Was: #29)
0.3 -208,634 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWY
ISHARES INC
CALL
CALL Option 0.00% 0.98%
Sold All 😨
(Was: #31)
0.3 -500,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TRU...
CALL
CALL Option 0.00% 0.93%
Sold All 😨
(Was: #34)
0.3 -909,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EA
ELECTRONIC ARTS...
Communication Services 0.00% 0.91%
Sold All 😨
(Was: #35)
0.3 -185,440 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EEM
ISHARES TR
CALL
CALL Option 0.00% 0.85%
Sold All 😨
(Was: #36)
0.3 -652,100 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PEABODY ENGR CO...
Bond/Debt 0.00% 0.69%
Sold All 😨
(Was: #40)
0.3 -18,750,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
CALL
CALL Option 0.00% 0.50%
Sold All 😨
(Was: #48)
0.3 -500,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CYBR
CYBERARK SOFTWA...
Technology 0.00% 0.39%
Sold All 😨
(Was: #52)
0.3 -33,376 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SATS
ECHOSTAR CORP
CALL
CALL Option 0.00% 0.30%
Sold All 😨
(Was: #58)
0.3 -160,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEO
GEO GROUP INC N...
CALL
CALL Option 0.00% 0.27%
Sold All 😨
(Was: #59)
0.3 -550,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
CALL
CALL Option 0.00% 0.27%
Sold All 😨
(Was: #61)
0.3 -25,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCJ
CAMECO CORP
Energy 0.00% 0.27%
Sold All 😨
(Was: #62)
0.3 -132,500 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XHB
SPDR SERIES TRU...
CALL
CALL Option 0.00% 0.27%
Sold All 😨
(Was: #63)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
UNITI GROUP LLC
Bond/Debt 0.00% 0.25%
Sold All 😨
(Was: #64)
0.3 -9,500,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE/PRS
NEXTERA ENERGY ...
Unknown 0.00% 0.24%
Sold All 😨
(Was: #65)
0.3 -200,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CELCUITY INC
Bond/Debt 0.00% 0.23%
Sold All 😨
(Was: #68)
0.3 -7,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
TECK
TECK RESOURCES ...
CALL
CALL Option 0.00% 0.21%
Sold All 😨
(Was: #71)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
PUT
PUT Option 0.00% 0.18%
Sold All 😨
(Was: #74)
0.3 -22,200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNIT
UNITI GROUP LLC
Real Estate 0.00% 0.17%
Sold All 😨
(Was: #76)
0.3 -1,136,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLCO
BAUSCH PLUS LOM...
Healthcare 0.00% 0.17%
Sold All 😨
(Was: #78)
0.3 -455,332 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBIT
ISHARES BITCOIN...
CALL
CALL Option 0.00% 0.16%
Sold All 😨
(Was: #79)
0.3 -100,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATUS
ALTICE USA INC
Unknown 0.00% 0.15%
Sold All 😨
(Was: #81)
0.3 -2,600,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KVUE
KENVUE INC
CALL
CALL Option 0.00% 0.14%
Sold All 😨
(Was: #83)
0.3 -350,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GFR
GREENFIRE RES L...
Energy 0.00% 0.13%
Sold All 😨
(Was: #85)
0.3 -1,157,749 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASHR
DBX ETF TR
ETF 0.00% 0.13%
Sold All 😨
(Was: #86)
0.3 -157,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FYBR
FRONTIER COMMUN...
Communication Services 0.00% 0.12%
Sold All 😨
(Was: #87)
0.3 -136,623 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CIFR
CIPHER MINING I...
CALL
CALL Option 0.00% 0.12%
Sold All 😨
(Was: #89)
0.3 -400,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WBD
WARNER BROS DIS...
PUT
PUT Option 0.00% 0.12%
Sold All 😨
(Was: #92)
0.3 -250,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.11%
Sold All 😨
(Was: #93)
0.3 -27,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLNG
GOLAR LNG LTD
PUT
PUT Option 0.00% 0.10%
Sold All 😨
(Was: #95)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
PUT
PUT Option 0.00% 0.10%
Sold All 😨
(Was: #96)
0.3 -12,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASML
ASML HOLDING N ...
Technology 0.00% 0.09%
Sold All 😨
(Was: #97)
0.3 -4,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LTH
LIFE TIME GROUP...
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #105)
0.3 -115,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 0.00% 0.08%
Sold All 😨
(Was: #106)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSFE
PAYSAFE LIMITED
Technology 0.00% 0.08%
Sold All 😨
(Was: #108)
0.3 -239,188 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCL
CARNIVAL CORP
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #109)
0.3 -106,100 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
DRUGS MADE IN A...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #110)
0.3 -300,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
EYE
NATIONAL VISION...
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #111)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
PUT
PUT Option 0.00% 0.07%
Sold All 😨
(Was: #112)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRAB
GRAB HOLDINGS L...
Technology 0.00% 0.06%
Sold All 😨
(Was: #115)
0.3 -433,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WLAC
WILLOW LANE ACQ...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #117)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.06%
Sold All 😨
(Was: #118)
0.3 -3,394 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #120)
0.3 -10,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #123)
0.3 -4,104 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DDOG
DATADOG INC
Technology 0.00% 0.04%
Sold All 😨
(Was: #125)
0.3 -12,390 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HUT
HUT 8 CORP
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #126)
0.3 -50,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOND
HCM II ACQUISIT...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #127)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TRAILBLAZER ACQ...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #130)
0.3 -100,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
EHTH
EHEALTH INC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #133)
0.3 -232,589 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYM
SYMBOTIC INC
CALL
CALL Option 0.00% 0.02%
Sold All 😨
(Was: #134)
0.3 -17,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
CALL
CALL Option 0.00% 0.02%
Sold All 😨
(Was: #135)
0.3 -113,800 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #136)
0.3 -1,250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTZWW
HERTZ GLOBAL HL...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #137)
0.3 -200,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
PUT
PUT Option 0.00% 0.02%
Sold All 😨
(Was: #138)
0.3 -100,200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SOUN
SOUNDHOUND AI I...
Technology 0.00% 0.02%
Sold All 😨
(Was: #139)
0.3 -39,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FUTURECREST ACQ...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #140)
0.3 -50,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ON
ON SEMICONDUCTO...
Technology 0.00% 0.01%
Sold All 😨
(Was: #143)
0.3 -7,872 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDS
TELEPHONE & DAT...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #144)
0.3 -9,398 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 215 holdings

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