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UBS Oconnor LLC

SEC CIK
0001132716
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Aug 14, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
200
−26 vs. Q3 2025
Portfolio value
$3.75B
+$419.7M (+12.6%) vs. Q3 2025
Filed
Aug 14, 2026
AmendedSECSECSECSEC
Holdings of UBS Oconnor LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Cyberark Software LtdM2682V108SHS1,040,571$464.2M12.4%+52,757+5.3%Added–
GTLSChart Industries IncCOM1,843,737$380.2M10.1%+563,698+44.0%AddedHistory
CMAComerica IncCOM3,311,960$287.9M7.7%+3,311,960NewHistory
DAYDayforce, Inc.COM4,096,708$283.3M7.6%+4,096,708NewHistory
Avidity Biosciences, Inc.05370A108COM3,716,597$268.1M7.2%+3,716,597New–
FYBRFrontier Communications Parent, Inc.COM6,901,367$262.7M7.0%+1,021,598+17.4%AddedHistory
ALSumisho Air Lease CorpCL A3,039,453$195.2M5.2%+2,222,043+271.8%AddedHistory
HOLXHologic IncCOM2,605,031$194.0M5.2%+2,605,031NewHistory
EXASExact Sciences CorpCOM1,779,212$180.7M4.8%+1,779,212NewHistory
CADECadence BancorporationEQUITY US CM2,916,809$125.0M3.3%+2,916,809NewHistory
CFLTConfluent, Inc.CLASS A COM3,970,660$120.1M3.2%+3,970,660NewHistory
Exact Sciences Corp30063PAB1NOTE 0.375% 3/1–$93.7M2.5%–New–
KLARKlarna Group plcStock2,501,675$72.3M1.9%+2,501,675NewHistory
CDTXCidara Therapeutics, Inc.COM NEW315,474$69.7M1.9%+315,474NewHistory
SEESealed Air CorpCOM1,195,854$49.5M1.3%+1,195,854NewHistory
SNVSynovus Financial CorpCOM NEW699,181$35.0M0.9%+699,181NewHistory
AVGOBroadcom Inc.Stock78,896$27.3M0.7%+70,946+892.4%AddedHistory
Peloton Interactive, Inc.70614WAB6NOTE 2/1–$27.1M0.7%–––
MATMattel IncCOM973,829$19.3M0.5%+30,600+3.2%AddedHistory
Snowflake Inc.833445AD1NOTE 10/0–$19.0M0.5%–––
DraftKings Inc.26142RAB0NOTE 3/1–$18.3M0.5%–––
NVDANVIDIA CorpStock97,116$18.1M0.5%−91,404−48.5%ReducedHistory
AEPAmerican Electric Power Co IncStock130,250$15.0M0.4%+88,250+210.1%AddedHistory
CNPCenterpoint Energy IncCOM381,495$14.6M0.4%−6,170−1.6%ReducedHistory
LNTAlliant Energy CorpStock224,205$14.6M0.4%−78,775−26.0%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM1,000,000$14.2M0.4%+1,000,000NewHistory
CRHCRH Public Ltd CoORD109,645$13.7M0.4%+109,645NewHistory
PHParker-Hannifin CorpStock15,460$13.6M0.4%+15,460NewHistory
WMWaste Management IncStock61,675$13.6M0.4%+61,675NewHistory
iShares Russell 2000 ETF464287655ETF52,000$12.8M0.3%+52,000New–
BABoeing CoStock51,535$11.2M0.3%+51,535NewHistory
CROXCrocs, Inc.COM124,000$10.6M0.3%00.0%UnchangedHistory
Firstenergy Corp337932AR8NOTE 4.000% 5/0–$10.2M0.3%–––
TLNTalen Energy CorpCOM26,225$9.83M0.3%+26,225NewHistory
NEENextera Energy IncStock109,300$8.77M0.2%+109,300NewHistory
BTGB2GOLD CorpCOM1,842,462$8.31M0.2%−213,692−10.4%ReducedHistory
PANWPalo Alto Networks IncStock45,000$8.29M0.2%+45,000NewHistory
Southern Co842587DZ7NOTE 4.500% 6/1–$8.01M0.2%–––
GOOGLAlphabet Inc.Stock25,010$7.83M0.2%+25,010NewHistory
PLYMPlymouth Industrial REIT, Inc.COM350,677$7.67M0.2%−301,209−46.2%ReducedHistory
HIHillenbrand, Inc.COM239,227$7.59M0.2%+239,227NewHistory
JENAJena Acquisition Corp IIUSD CL A ORD SHS700,000$7.12M0.2%00.0%UnchangedHistory
TOSTToast, Inc.Stock200,000$7.10M0.2%+120,000+150.0%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A133,935$7.00M0.2%+133,935NewHistory
TSLATesla, Inc.Stock13,617$6.12M0.2%+1,817+15.4%AddedHistory
TELTE Connectivity plcStock26,355$6.00M0.2%+26,355NewHistory
FUTUFutu Holdings LtdSPON ADS CL A36,021$5.92M0.2%+36,021NewHistory
UALUnited Airlines Holdings, Inc.COM50,000$5.59M0.1%+50,000NewHistory
SAIASaia IncCOM15,840$5.17M0.1%+15,840NewHistory
EGHAEGH Acquisition Corp.SHS CL A500,000$5.07M0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM2,500$5.04M0.1%−4,070−61.9%ReducedHistory
FLSFlowserve CorpCOM72,341$5.02M0.1%+72,341NewHistory
HONHoneywell International IncCOM25,712$5.02M0.1%+25,712NewHistory
LYVLive Nation Entertainment, Inc.COM34,200$4.87M0.1%−32,800−49.0%ReducedHistory
GTENGores Holdings X, Inc.SHS CL A474,941$4.87M0.1%−75,059−13.6%ReducedHistory
CEPVCantor Equity Partners V, Inc.SHS CL A S450,000$4.61M0.1%+450,000NewHistory
AXTAAxalta Coating Systems Ltd.COM140,600$4.54M0.1%+55,350+64.9%AddedHistory
ETREntergy CorpCOM48,830$4.51M0.1%−159,500−76.6%ReducedHistory
URIUnited Rentals, Inc.COM5,400$4.37M0.1%−3,370−38.4%ReducedHistory
Agriculture & Nat Sol Acq CoG0131Y100SHS CL A384,160$4.29M0.1%00.0%Unchanged–
BKNGBooking Holdings Inc.Stock800$4.28M0.1%+800NewHistory
CEGConstellation Energy CorpStock12,100$4.27M0.1%+12,100NewHistory
HWMHowmet Aerospace Inc.Stock20,000$4.10M0.1%−5,000−20.0%ReducedHistory
DALDelta Air Lines, Inc.COM NEW58,731$4.08M0.1%−56,417−49.0%ReducedHistory
BLZRTrailblazer Acquisition Corp.COM400,000$4.00M0.1%+400,000NewHistory
SNPSSynopsys IncCOM8,000$3.76M0.1%−10,801−57.4%ReducedHistory
COHRCoherent Corp.COM20,257$3.74M0.1%+4,329+27.2%AddedHistory
INTCIntel CorpStock100,000$3.69M0.1%−28,000−21.9%ReducedHistory
VRTVertiv Holdings CoCOM CL A22,057$3.57M0.1%+657+3.1%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS31,107$3.53M0.1%−15,694−33.5%ReducedHistory
NHICNewHold Investment Corp. IIIORD SHS CL A324,604$3.36M0.1%−50,396−13.4%ReducedHistory
Teamshares IncG5509P102CL A SHS324,923$3.35M0.1%00.0%Unchanged–
OACCOaktree Acquisition Corp. III Life SciencesSHS CL A300,000$3.17M0.1%00.0%UnchangedHistory
TKOTKO Group Holdings, Inc.CL A15,000$3.13M0.1%+9,000+150.0%AddedHistory
GFUZGeneral Fusion Group Ltd.Equity300,000$3.04M0.1%+300,000NewHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS135,000$3.01M0.1%00.0%UnchangedHistory
APHAmphenol CorpCL A22,110$2.99M0.1%−27,890−55.8%ReducedHistory
FSLRFirst Solar, Inc.Stock11,300$2.95M0.1%+11,300NewHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW18,170$2.92M0.1%−53,630−74.7%ReducedHistory
ACELAccel Entertainment, Inc.COM CL A1246,728$2.82M0.1%00.0%UnchangedHistory
GPATGP-Act III Acquisition Corp.CL A250,000$2.67M0.1%−100,000−28.6%ReducedHistory
AA Mission Acquisition Corp.G1000R101ORD SHS CL A250,000$2.67M0.1%00.0%Unchanged–
SVCCStellar V Capital Corp. (Cayman Islands)SHS CL A250,000$2.59M0.1%00.0%UnchangedHistory
BLUWBlue Water Acquisition Corp. IIIORD SHS CL A250,000$2.58M0.1%00.0%UnchangedHistory
Factorial Energy Inc.G19307100COM CL A250,000$2.57M0.1%00.0%Unchanged–
NPACNew Providence Acquisition Corp. III/CaymanCOM250,000$2.56M0.1%00.0%UnchangedHistory
PFEPfizer IncStock102,623$2.56M0.1%+102,623NewHistory
CCAQCollective Acquisition Corp.COM250,000$2.55M0.1%00.0%UnchangedHistory
FTWPresidio Production CoCL A ORD SHS242,175$2.54M0.1%00.0%UnchangedHistory
TVAIThayer Ventures Acquisition Corp IICL A250,000$2.53M0.1%00.0%UnchangedHistory
TLNCTalon Capital Corp.ORD SHS CL A250,000$2.52M0.1%+250,000NewHistory
OBAOxley Bridge Acquisition LtdUSD CL A ORD SHS250,000$2.52M0.1%00.0%UnchangedHistory
PACHPioneer Acquisition I CorpCL A ORD SHS250,000$2.52M0.1%00.0%UnchangedHistory
SOCASolarius Capital Acquisition Corp.SHS CL A250,000$2.51M0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock3,834$2.51M0.1%+3,834NewHistory
MBVIM3-Brigade Acquisition VI Corp.ORD SHS CL A250,000$2.50M0.1%+250,000NewHistory
HVMCHighview Merger Corp.ORD SH CL A250,000$2.50M0.1%+250,000NewHistory
KOYNCSLM Digital Asset Acquisition Corp III, LtdUSD CL A ORD SHS250,000$2.49M0.1%00.0%UnchangedHistory
BEAGBold Eagle Acquisition Corp.CL A219,217$2.32M0.1%−280,783−56.2%ReducedHistory
TJXTJX Companies IncStock15,000$2.30M0.1%+15,000NewHistory

Options (35)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of UBS Oconnor LLC in Q4 2025
SecurityClassPutsCalls
LCIDLucid Group, Inc.Stock$4.14M–
HTZHertz Global Holdings, IncCOM NEW$752.5K–
SABRSabre CorpCOM$705.8K–
RIGTransocean Ltd.REGISTERED SHS$188.1K$460.0K
CCChemours CoStock$619.1K–
HOGHarley-Davidson, Inc.COM$550.0K–
AALAmerican Airlines Group Inc.Stock$534.2K–
CHTRCharter Communications, Inc.CL A$509.7K–
FFord Motor CoStock$447.8K–
CROXCrocs, Inc.COM$425.3K–
MGMMGM Resorts InternationalStock$181.4K–
CMCSAComcast CorpStock–$172.5K
XIFRXPLR Infrastructure, LPCOM UNIT PART IN$163.8K–
BGSB&G Foods, Inc.COM$79.5K–
CLMTCalumet, Inc.COM$50.5K–
HLFHerbalife Ltd.COM SHS$33.0K–
STWDStarwood Property Trust, Inc.COM$30.2K–
WTWisdomTree, Inc.COM$30.0K–
FEFirstenergy CorpCOM$26.0K–
VNOVornado Realty TrustSH BEN INT$25.1K–
CAKECheesecake Factory IncCOM$21.0K–
MMacy's, Inc.COM$18.8K–
PTONPeloton Interactive, Inc.CL A COM$14.0K–
iShares Russell 2000 ETF464287655ETF$10.8K–
SYFSynchrony FinancialCOM$9.31K–
EXEExpand Energy CorpCOM–$8.40K
AVGOBroadcom Inc.Stock–$6.20K
LVSLas Vegas Sands CorpCOM$5.93K–
NCLHNorwegian Cruise Line Holdings Ltd.SHS$5.66K–
OMFOneMain Holdings, Inc.COM$5.64K–
VSATViasat IncCOM$3.67K–
DOCNDigitalOcean Holdings, Inc.COM$3.00K–
MPTMedical Properties Trust IncCOM$1.98K–
AAPAdvance Auto Parts IncCOM$1.26K–
MGNIMagnite, Inc.COM–$800

Sold out since Q3 2025 (100)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of UBS Oconnor LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
VRNAVerona Pharma plcSPONSORED ADS4,283,462$457.1M13.7%History
KKellanovaStock3,533,015$289.8M8.7%History
COOPMaverick Merger Sub 2, LLCCOM799,969$168.6M5.1%History
IPGInterpublic Group of Companies, Inc.COM4,730,494$132.0M4.0%History
INFAInformatica Inc.COM CL A4,561,561$113.3M3.4%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A2,753,215$106.3M3.2%History
MRUSMerus N.V.COM654,126$61.6M1.9%History
ELMEElme CommunitiesSH BEN INT1,870,603$31.5M0.9%History
Snowflake Inc.833445AB5NOTE 10/0–$30.4M0.9%–
EAElectronic Arts Inc.COM150,000$30.3M0.9%History
Halozyme Therapeutics, Inc.40637HAD1NOTE 0.250% 3/0–$20.7M0.6%–
Sapiens Intl Corp N VG7T16G103SHS450,172$19.4M0.6%–
SOSouthern CoStock201,920$19.1M0.6%History
Duke Energy CORP26441CBY0NOTE 4.125% 4/1–$16.1M0.5%–
American WTR Cap Corp03040WBE4NOTE 3.625% 6/1–$16.0M0.5%–
Spotify USA Inc84921RAB6NOTE 3/1–$13.7M0.4%–
WCNWaste Connections, Inc.COM64,100$11.3M0.3%History
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,494,716$11.0M0.3%History
EMBJEmbraer S.A.ADR172,120$10.4M0.3%History
Halozyme Therapeutics, Inc.40637HAF6NOTE 1.000% 8/1–$9.87M0.3%–
OXYOccidental Petroleum CorpStock206,784$9.77M0.3%History
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS113,903$9.30M0.3%History
CLHClean Harbors IncCOM39,450$9.16M0.3%History
NVTnVent Electric plcSHS92,500$9.12M0.3%History
APDAir Products & Chemicals, Inc.Stock31,535$8.60M0.3%History
NRGNRG Energy, Inc.Stock48,955$7.93M0.2%History
VSTVistra Corp.Stock40,280$7.89M0.2%History
PNRPENTAIR plcSHS67,987$7.53M0.2%History
PONYPony AI Inc.SPONSORED ADS311,224$7.00M0.2%History
COINCoinbase Global, Inc.COM CL A19,000$6.41M0.2%History
HUBGHub Group, Inc.CL A172,000$5.92M0.2%History
VMCVulcan Materials COCOM18,950$5.83M0.2%History
PAGSPagSeguro Digital Ltd.COM CL A582,357$5.82M0.2%History
MLMMartin Marietta Materials IncCOM9,100$5.74M0.2%History
INTRInter & Co, Inc.CLASS A COM589,643$5.44M0.2%History
GTESGates Industrial Corp Ltd.ORD SHS210,790$5.23M0.2%History
WYNNWynn Resorts LtdCOM40,000$5.13M0.2%History
PWRQuanta Services, Inc.COM12,000$4.97M0.1%History
MRLNMerlin, Inc.SHS CL A450,000$4.68M0.1%History
ANETArista Networks, Inc.Stock30,000$4.37M0.1%History
MTZMastec IncCOM19,080$4.06M0.1%History
FMXMexican Economic Development IncSPON ADR UNITS40,075$3.95M0.1%History
RALRalliant CorpStock87,000$3.80M0.1%History
Beyond Meat, Inc.08862EAB5NOTE 3/1–$3.80M0.1%–
LINLinde PLCStock7,900$3.75M0.1%History
BAPCredicorp LtdCOM14,076$3.75M0.1%History
HUBBHubbell IncCOM8,660$3.73M0.1%History
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -536,643$3.62M0.1%History
FLRFluor CorpStock83,890$3.53M0.1%History
BSACBanco Santander ChileSP ADR REP COM119,793$3.17M0.1%History
Zeekr Intelligent Technology98923K103SPON ADS104,037$3.17M0.1%–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS89,299$3.07M0.1%History
BBARBanco BBVA Argentina S.A.SPONSORED ADS368,434$3.07M0.1%History
TVATexas Ventures Acquisition III CorpCOM275,466$2.95M0.1%History
GLOBGlobant S.A.COM50,726$2.91M0.1%History
ULTAUlta Beauty, Inc.Stock5,000$2.73M0.1%History
SRADSportradar Group AGCLASS A ORD SHS100,000$2.69M0.1%History
CRCCalifornia Resources CorpCOM STOCK49,400$2.63M0.1%History
NETDNabors Energy Transition Corp. IICL A233,912$2.62M0.1%History
Crane HBR Acquisition CorpG24979109CL A250,000$2.53M0.1%–
NIONIO Inc.ADR301,200$2.30M0.1%History
VCICOdysseus (Cayman) LtdORD SHS CL A200,000$2.14M0.1%History
VALEVale S.A.SPONSORED ADS195,578$2.12M0.1%History
ADTADT Inc.COM229,607$2.00M0.1%History
DHIHorton D R IncCOM11,720$1.99M0.1%History
FCXFreeport-McMoran IncStock50,000$1.96M0.1%History
VISNVistance Networks, Inc.COM125,000$1.94M0.1%History
SIGSignet Jewelers LtdSHS20,000$1.92M0.1%History
PCARPaccar IncCOM19,000$1.87M0.1%History
IPInternational Paper CoCOM39,970$1.85M0.1%History
LEVILevi Strauss & CoCL A COM STK75,000$1.75M0.1%History
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A85,872$1.65M<0.1%History
TASKTaskUs, Inc.CLASS A COM91,181$1.63M<0.1%History
HDHome Depot, Inc.Stock4,000$1.62M<0.1%History
CCOClear Channel Outdoor Holdings, Inc.COM1,000,000$1.58M<0.1%History
NKENIKE, Inc.Stock20,000$1.39M<0.1%History
ASAmer Sports, Inc.COM SHS40,000$1.39M<0.1%History
GPRKGeoPark LtdUSD SHS214,222$1.36M<0.1%History
SOCSable Offshore Corp.COM SHS74,000$1.29M<0.1%History
BILIBilibili Inc.SPONS ADS REP Z43,230$1.21M<0.1%History
FIVEFive Below, IncCOM7,500$1.16M<0.1%History
DLOdLocal LtdCLASS A COM78,152$1.12M<0.1%History
VNETVNET Group, Inc.SPONSORED ADS A107,300$1.11M<0.1%History
PMTRPerimeter Acquisition Corp. ICOM CL A100,000$1.02M<0.1%History
HSAIHesai GroupSPONSORED ADS34,900$980.7K<0.1%History
PGYPagaya Technologies Ltd.CL A NEW31,556$936.9K<0.1%History
YETIYETI Holdings, Inc.COM25,000$829.5K<0.1%History
CEPTCantor Equity Partners II, Inc.CL A ORD SHS50,000$527.5K<0.1%History
BRRWWSilvia, Inc.*W EXP 05/16/20389,434$103.3K<0.1%History
Smart SH Global Ltd ADS83193E102ADR74,100$100.0K<0.1%–
NHICWNewHold Investment Corp. III*W EXP 01/30/203187,499$60.7K<0.1%History
TVACWTexas Ventures Acquisition III Corp*W EXP 04/23/20350,000$56.3K<0.1%History
FACWWFactorial Energy Inc.*W EXP 05/02/203165,500$44.3K<0.1%History
TVAIRThayer Ventures Acquisition Corp IIRIGHT 05/15/2030250,000$43.8K<0.1%History
SPEGRSilver Pegasus Acquisition Corp.RIGHT 06/26/2030120,000$27.6K<0.1%History
AXINRAxiom Intelligence Acquisition Corp 1RIGHT 06/10/2030175,000$27.6K<0.1%History
Pyrophyte Acquisition Corp.G7309T110*W EXP 07/30/20375,000$26.3K<0.1%–
ONCHW1RT Acquisition Corp.*W EXP 06/26/20324,800$22.7K<0.1%History
OBAWWOxley Bridge Acquisition Ltd*W EXP 06/17/203125,000$22.6K<0.1%History
RDZNWRoadzen Inc.*W EXP 11/30/20265,696$4.21K<0.1%History