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Ursa Fund Management, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1693838) · Explore on the interactive board

Ursa Fund Management, LLC disclosed 20 US equity positions worth $610.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MSFT at 33.6% of the reported book, followed by MU, TSLA. The top ten holdings are 99.2% of the book, and the portfolio behaves like about 5 equal-weight positions. Versus the prior filing it opened 15 new positions, added to 5, reduced 0 and exited 6. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$610.5mreported US equity book
20positions
33.6%largest position
99.2%top 10 weight
4.53effective positions (1/HHI)
2quarters on file since Q1 2026

What does Ursa Fund Management, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 15 new, 5 added, 0 reduced, 6 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 MSFT MICROSOFT CORP Technology 33.6%$205.2m550,000 new
2 MU MICRON TECHNOLOGY INC Technology 23.6%$144.3m125,000 new
3 TSLA TESLA INC Consumer Cyclical 20.7%$126.2m300,000 new
4 AMZN AMAZON COM INC Consumer Cyclical 5.9%$35.8m150,000 new
5 GABELLI EQUITY TR INC 5.2%$31.4m5,555,196 1410% added
6 COLUMBIA FINL INC 4.4%$27.1m1,275,888 155% added
7 NVDA NVIDIA CORPORATION Technology 3.3%$20.0m100,000 new
8 EOSE EOS ENERGY ENTERPRISES INC Industrials 1.2%$7.3m1,235,459 new
9 NORTHFIELD BANCORP INC DEL 1.0%$5.9m400,000 300% added
10 IBIT ISHARES BITCOIN TRUST ETF 0.4%$2.5m74,400 9% added
11 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 0.3%$2.0m1,407,850 new
12 WHEELER REAL ESTATE INVT TR 0.3%$1.6m161,000 1% added
13 SSTK SHUTTERSTOCK INC Communication Services 0.1%$308.8k22,138 new
14 RMAX RE/MAX HLDGS INC Real Estate 0.0%$246.5k25,000 new
15 PLUG PLUG PWR INC Industrials 0.0%$203.2k75,000 new
16 INM INMED PHARMACEUTICALS INC 0.0%$195.0k125,800 new
17 CSIQ CANADIAN SOLAR INC Technology 0.0%$160.2k10,000 new
18 PSKY PARAMOUNT SKYDANCE CORP Communication Services 0.0%$98.6k10,000 new
19 SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%$72.2k25,000 new
20 GETY GETTY IMAGES HOLDINGS INC 0.0%$3844 new

What did Ursa Fund Management, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
PEN PENUMBRA INC68.4%$11.5m
SGOV ISHARES TR9.0%$1.5m
WIX WIX COM LTD8.0%$1.4m
MORGAN STANLEY CHINA A SH FD7.3%$1.2m
PPLI IAC INC6.0%$1.0m
GABELLI EQUITY TR INC1.3%$209.9k

Sector mix

SectorWeight
Technology60.5%
Consumer Cyclical26.5%
Industrials1.2%
Communication Services0.4%
Real Estate0.0%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202620$610.5m
Q1 202611$32.7m

How concentrated is Ursa Fund Management, LLC's portfolio?

Across every quarter Ursa Fund Management, LLC has filed, its median largest position is 34.4% of the book and its median top-ten weight is 99.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 6.0 completed holding spells, the median lasted 1.0 quarters; 20.0 positions are still open and their final length is unknown.