In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Maplelane Capital, LLC reported 59 stock positions worth $920.9 million . Its top holding was Amazon.com (AMZN) at 11.2% of the portfolio, followed by AppLovin Class A (APP, 7.4% ) and Meta Platforms Class A (META, 6.0% ). Compared with Q3 2024, it opened 30 new positions, sold out of 17, added to 7 and reduced 22. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale an exit from Workday Class A (WDAY).
Location New York, NY
CIK 0001512173
Portfolio Value $920.9M (Q4 2024) Holdings 59 stocks · $920.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 AMZN Amazon.com Inc. 469,918 $103.1M Reduce -20.4% APP AppLovin Corp. Class A 209,190 $67.7M New META Meta Platforms Inc. Class A 94,587 $55.4M Add +250.3% GLW Corning Inc. 894,965 $42.5M New IBIT iShares Bitcoin Trust ETF 754,897 $40.0M Reduce -66.8% SNOW Snowflake Inc. 209,189 $32.3M New NCLH Norwegian Cruise Line Holdin 1,194,496 $30.7M New TSM Taiwan Semiconductor-SP ADR 145,524 $28.7M Add +7.8% VST Vistra Corp. 198,880 $27.4M Add +61.7% CEG Constellation Energy 106,716 $23.9M Reduce -10.5% DAL Delta Air Lines Inc. 392,911 $23.8M New CPNG Coupang Inc. 1,061,101 $23.3M Reduce -38.1% UAL United Airlines Holdings Inc. 239,505 $23.3M New VMC Vulcan Materials Co. 76,399 $19.7M Reduce -22.8% FTAI Ftai Aviation Ltd. 136,427 $19.7M Add +51.6% DDOG Datadog Inc. Class A 135,216 $19.3M New SCHW Schwab (charles) Corp. 222,527 $16.5M New OS Onestream Inc. 565,113 $16.1M New DRI Darden Restaurants Inc. 86,102 $16.1M New TAC Transalta Corp. 1,106,775 $15.7M Add +59.3% NTRA Natera Inc. 98,227 $15.5M Reduce -43.9% TER Teradyne Inc. 119,450 $15.0M New TTWO Take-Two Interactive Softwre 80,644 $14.8M New LLYVK Liberty Media Corp.-Liberty-C 212,220 $14.4M Reduce -39.4% CRS Carpenter Technology 84,889 $14.4M Reduce -32.1% FLUT Flutter Entertainment PLC-Di 49,719 $12.8M New LEN Lennar Corp. Class A 86,708 $11.8M New GEO The Geo Group Inc. 381,998 $10.7M New GNRC Generac Holdings Inc. 61,848 $9.6M New NKE Nike Inc. Class B 124,907 $9.5M Reduce -62.8% WH Wyndham Hotels & Resorts Inc. 90,952 $9.2M New SNPS Synopsys Inc. 18,797 $9.1M New TLN Talen Energy Corp. 44,870 $9.0M Add +21.3% RDDT Reddit Inc. Class A 54,568 $8.9M Reduce -76.7% PRMB Primo Brands Corp. 288,014 $8.9M New VIK Viking Holdings Ltd. 184,329 $8.1M Reduce -78.6% SPHR Sphere Entertainment Co. 197,061 $7.9M Reduce -21.2% TPR Tapestry Inc. 120,056 $7.8M New FWONK Liberty Media Corp. Class C 78,825 $7.3M New UBER Uber Technologies Inc. 118,844 $7.2M Add +137.7% INTU Intuit Inc. 10,308 $6.5M Reduce -28.9% ANSS Ansys Inc. 18,829 $6.4M Reduce -57.2% USFD US Foods Holding Corp. 89,739 $6.1M Reduce -31.0% CMG Chipotle Mexican Grill Inc. 100,047 $6.0M New SBUX Starbucks Corp. 60,634 $5.5M Reduce -88.3% RCI Rogers Communications Inc. Class B 169,776 $5.2M Reduce -57.6% SLV iShares Silver Trust 175,840 $4.6M Reduce -39.4% XPO Xpo Inc. 29,710 $3.9M New ECHO Echostar Corp. Class A 151,586 $3.5M New GLD SPDR Gold Shares 12,127 $2.9M Reduce -42.3% SARO Standardaero Inc. 115,304 $2.9M New LYV Live Nation Entertainment Inc. 21,223 $2.7M Reduce -85.4% AAL American Airlines Group Inc. 103,078 $1.8M New WYNN WYNN Resorts Ltd. 18,190 $1.6M New LLYVA Liberty Media Corp.-Liberty-A 18,190 $1.2M New MLCO Melco Resorts & Entert-ADR 136,427 $790K Reduce -39.4% CORZ Core Scientific Inc. 54,571 $767K New SLNO Soleno Therapeutics Inc. 15,159 $681K Reduce -39.4% MELI MercadoLibre Inc. 333 $566K New
Options reported separately and not counted above: TSM calls ($202.3M), SPY puts ($186.7M), AMZN calls ($171.1M), META calls ($153.1M), APP calls ($147.0M), NVDA calls ($134.3M), DAL calls ($121.3M), VST calls ($121.2M), GLW calls ($103.6M), ARKK puts ($85.2M), UAL calls ($83.1M), CEG calls ($71.4M), and 56 more.
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ WDAY Workday Inc. Class A Sold out 0.00% −5.79 SBUX Starbucks Corp. Reduce -88.3% 0.60% −5.28 IBIT iShares Bitcoin Trust ETF Reduce -66.8% 4.35% −5.23 VIK Viking Holdings Ltd. Reduce -78.6% 0.88% −2.63 NKE Nike Inc. Class B Reduce -62.8% 1.03% −2.43 CPNG Coupang Inc. Reduce -38.1% 2.53% −2.37 DT Dynatrace Inc. Sold out 0.00% −2.34 TECK Teck Resources Ltd.-CLS B Sold out 0.00% −2.13 WWD Woodward Inc. Sold out 0.00% −1.86 CCL Carnival Corp. Sold out 0.00% −1.67 TKO Tko Group Holdings Inc. Sold out 0.00% −1.61 AMZN Amazon.com Inc. Reduce -20.4% 11.19% −1.61 LYV Live Nation Entertainment Inc. Reduce -85.4% 0.30% −1.55 ADBE Adobe Inc. Sold out 0.00% −1.36 GOOGL Alphabet Inc. Class A Sold out 0.00% −1.35 RCI Rogers Communications Inc. Class B Reduce -57.6% 0.57% −1.31 DHI D.R. Horton Inc. Sold out 0.00% −1.13 CEG Constellation Energy Reduce -10.5% 2.59% −1.02 CRNX Crinetics Pharmaceuticals Inc. Sold out 0.00% −0.95 ANSS Ansys Inc. Reduce -57.2% 0.69% −0.94 NTRA Natera Inc. Reduce -43.9% 1.69% −0.90 RDDT Reddit Inc. Class A Reduce -76.7% 0.97% −0.83 CRS Carpenter Technology Reduce -32.1% 1.56% −0.76 VMC Vulcan Materials Co. Reduce -22.8% 2.13% −0.75 DASH DoorDash Inc. Class A Sold out 0.00% −0.74 MRVL Marvell Technology Inc. Sold out 0.00% −0.73 BROS Dutch Bros Inc. Class A Sold out 0.00% −0.71 ALAB Astera Labs Inc. Sold out 0.00% −0.62 ASTS Ast Spacemobile Inc. Sold out 0.00% −0.58 OKTA Okta Inc. Sold out 0.00% −0.53 LLYVK Liberty Media Corp.-Liberty-C Reduce -39.4% 1.57% −0.52 SLV iShares Silver Trust Reduce -39.4% 0.50% −0.46 SPHR Sphere Entertainment Co. Reduce -21.2% 0.86% −0.42 INTU Intuit Inc. Reduce -28.9% 0.70% −0.35 GLD SPDR Gold Shares Reduce -42.3% 0.32% −0.28 USFD US Foods Holding Corp. Reduce -31.0% 0.66% −0.27 MU Micron Technology Inc. Sold out 0.00% −0.24 MLCO Melco Resorts & Entert-ADR Reduce -39.4% 0.09% −0.12 SLNO Soleno Therapeutics Inc. Reduce -39.4% 0.07% −0.07
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ APP AppLovin Corp. Class A New 7.36% +7.36 GLW Corning Inc. New 4.62% +4.62 META Meta Platforms Inc. Class A Add +250.3% 6.01% +4.21 SNOW Snowflake Inc. New 3.51% +3.51 NCLH Norwegian Cruise Line Holdin New 3.34% +3.34 DAL Delta Air Lines Inc. New 2.58% +2.58 UAL United Airlines Holdings Inc. New 2.53% +2.53 DDOG Datadog Inc. Class A New 2.10% +2.10 SCHW Schwab (charles) Corp. New 1.79% +1.79 OS Onestream Inc. New 1.75% +1.75 DRI Darden Restaurants Inc. New 1.75% +1.75 TER Teradyne Inc. New 1.63% +1.63 TTWO Take-Two Interactive Softwre New 1.61% +1.61 FLUT Flutter Entertainment PLC-Di New 1.40% +1.40 LEN Lennar Corp. Class A New 1.28% +1.28 VST Vistra Corp. Add +61.7% 2.98% +1.28 GEO The Geo Group Inc. New 1.16% +1.16 GNRC Generac Holdings Inc. New 1.04% +1.04 WH Wyndham Hotels & Resorts Inc. New 1.00% +1.00 SNPS Synopsys Inc. New 0.99% +0.99 PRMB Primo Brands Corp. New 0.96% +0.96 TAC Transalta Corp. Add +59.3% 1.70% +0.86 TPR Tapestry Inc. New 0.85% +0.85 FWONK Liberty Media Corp. Class C New 0.79% +0.79 FTAI Ftai Aviation Ltd. Add +51.6% 2.13% +0.74 CMG Chipotle Mexican Grill Inc. New 0.66% +0.66 XPO Xpo Inc. New 0.42% +0.42 TSM Taiwan Semiconductor-SP ADR Add +7.8% 3.12% +0.39 ECHO Echostar Corp. Class A New 0.38% +0.38 UBER Uber Technologies Inc. Add +137.7% 0.78% +0.34 SARO Standardaero Inc. New 0.31% +0.31 TLN Talen Energy Corp. Add +21.3% 0.98% +0.21 AAL American Airlines Group Inc. New 0.20% +0.20 WYNN WYNN Resorts Ltd. New 0.17% +0.17 LLYVA Liberty Media Corp.-Liberty-A New 0.13% +0.13 CORZ Core Scientific Inc. New 0.08% +0.08 MELI MercadoLibre Inc. New 0.06% +0.06
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ TSM Taiwan Semiconductor-SP ADR call Add +151.4% 1,024,476 $202.3M SPY SS SPDR S&P 500 ETF Trust-US put Reduce -25.9% 318,500 $186.7M AMZN Amazon.com Inc. call Add +64.2% 780,082 $171.1M META Meta Platforms Inc. Class A call Add +422.8% 261,413 $153.1M APP AppLovin Corp. Class A call New 453,810 $147.0M NVDA Nvidia Corp. call Add +138.1% 1,000,000 $134.3M DAL Delta Air Lines Inc. call Add +317.7% 2,005,089 $121.3M VST Vistra Corp. call Add +904.7% 879,120 $121.2M GLW Corning Inc. call New 2,181,035 $103.6M ARKK ARK Innovation ETF put New 1,500,000 $85.2M UAL United Airlines Holdings Inc. call New 855,495 $83.1M CEG Constellation Energy call Add +145.6% 319,284 $71.4M NCLH Norwegian Cruise Line Holdin call New 2,513,004 $64.7M LYV Live Nation Entertainment Inc. call Add +106.9% 413,777 $53.6M SNOW Snowflake Inc. call New 335,811 $51.9M CPNG Coupang Inc. call Add +86.3% 2,188,899 $48.1M SNPS Synopsys Inc. call New 87,203 $42.3M SMH Vaneck Semiconductor ETF call New 167,500 $40.6M FTAI Ftai Aviation Ltd. call New 273,573 $39.4M WDAY Workday Inc. Class A call Sold out 150,000 $36.7Mbefore exit WYNN WYNN Resorts Ltd. call Reduce -73.9% 411,810 $35.5M NTRA Natera Inc. call Add +59.8% 223,773 $35.4M CORZ Core Scientific Inc. call New 2,435,429 $34.2M GEO The Geo Group Inc. call New 1,043,002 $29.2M FLUT Flutter Entertainment PLC-Di call New 112,281 $29.0M SPHR Sphere Entertainment Co. call Add +187.2% 717,939 $28.9M RBLX Roblox Corp. Class A call New 500,000 $28.9M IBIT iShares Bitcoin Trust ETF call New 490,103 $26.0M MELI MercadoLibre Inc. call New 15,217 $25.9M CCL Carnival Corp. call Sold out 1,350,000 $24.9Mbefore exit AAL American Airlines Group Inc. call New 1,366,922 $23.8M TECK Teck Resources Ltd.-CLS B call Sold out 450,000 $23.5Mbefore exit FTAI AVIATION LTD call New 150,000 $21.6M XPO Xpo Inc. call New 144,290 $18.9M DT Dynatrace Inc. call Sold out 350,000 $18.7Mbefore exit FLUTTER ENTMT PLC call New 65,000 $16.8M TLN Talen Energy Corp. call New 79,130 $15.9M TPR Tapestry Inc. call New 227,944 $14.9M RDDT Reddit Inc. Class A call New 85,432 $14.0M PINS Pinterest Inc. Class A call New 460,000 $13.3M VMC Vulcan Materials Co. call New 49,601 $12.8M DDOG Datadog Inc. Class A call New 87,784 $12.5M TKO Tko Group Holdings Inc. call Sold out 100,000 $12.4Mbefore exit SCHW Schwab (charles) Corp. call New 144,473 $10.7M OS Onestream Inc. call New 366,887 $10.5M DRI Darden Restaurants Inc. call New 55,899 $10.4M TAC Transalta Corp. call New 718,225 $10.2M DASH DoorDash Inc. Class A call Sold out 70,000 $10.0Mbefore exit GOOGL Alphabet Inc. Class A call Sold out 60,000 $10.0Mbefore exit TER Teradyne Inc. call New 77,550 $9.8M
Showing the first 50 of 76.
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 48 $2.4B SPCX, TXN, AMZN, NVDA, FOXA Q1 2026 35 $1.2B NVDA, LRCX, COHR, LYV, NTRA Q4 2025 46 $1.8B AMZN, NVDA, CSCO, VST, SE Q3 2025 52 $2.1B AVGO, MSFT, APP, META, VST Q2 2025 47 $1.6B NVDA, MSFT, PRMB, SE, KVUE Q1 2025 47 $1.1B AMZN, PRMB, APP, TWLO, TSM Q4 2024 59 $920.9M AMZN, APP, META, GLW, IBIT Q3 2024 46 $858.3M AMZN, IBIT, SBUX, WDAY, CPNG Q2 2024 52 $1.3B AMZN, ASML, TSM, DT, MU Q1 2024 57 $1.5B AMZN, GOOGL, AMD, WMT, AKAM