Union Square Park Capital Management, LLC
Q2 2026 13F filing
Updated 29 days ago60 disclosed positions worth $278M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY STATE STR SPDR S&P 500 ETF T | $65.3M | 87.5K | 23.51% | — |
| 2 | E ETHA ISHARES TR | $18M | 60.0K | 6.49% | — |
| 3 | A AMD ADVANCED MICRO DEVICES INC | $16M | 27.5K | 5.75% | — |
| 4 | A ASMLF ASML HLDG NV | $12.9M | 6.5K | 4.65% | — |
| 5 | R RH RH | $11.5M | 70.0K | 4.15% | — |
| 6 | P PEGA PELOTON INTERACTIVE INC | $9.8M | 1.65M | 3.51% | — |
| 7 | E ESTA ESTABLISHMENT LABS HLDGS INC | $9M | 105.0K | 3.24% | — |
| 8 | L LRCX LAM RESEARCH CORP | $8.7M | 20.0K | 3.12% | — |
| 9 | S SPGI RIDENOW GROUP INC | $8.3M | 1.24M | 2.97% | — |
| 10 | C CONE COMPASS INC | $8M | 650.0K | 2.88% | — |
| 11 | A AVGO BROADCOM INC | $7.6M | 20.0K | 2.72% | — |
| 12 | M MNST MONRO INC | $7.3M | 425.0K | 2.62% | — |
| 13 | T TDOC TELADOC HEALTH INC | $6.8M | 800.0K | 2.44% | — |
| 14 | M MHK MOHAWK INDS INC | $6.1M | 50.0K | 2.18% | — |
| 15 | H HOOD ROBINHOOD MKTS INC | $5M | 50.0K | 1.80% | — |
| 16 | G GRPN GROUPON INC | $4.9M | 205.0K | 1.77% | — |
| 17 | A ABNB AIRBNB INC | $4.3M | 30.0K | 1.54% | — |
| 18 | S SPWH SPORTSMANS WHSE HLDGS INC | $4M | 3.04M | 1.45% | — |
| 19 | G GNRC GENERAC HLDGS INC | $4M | 13.5K | 1.42% | — |
| 20 | A AIV APARTMENT INVT & MGMT CO | $3.3M | 1.13M | 1.20% | — |
| 21 | S SVC SERVICE PPTYS TR | $3.2M | 1.90M | 1.16% | — |
| 22 | L LION LIONSGATE STUDIOS CORP | $3.1M | 200.0K | 1.10% | — |
| 23 | C CTRI CENTURI HOLDINGS INC | $3M | 100.0K | 1.09% | — |
| 24 | A AVGO BROADCOM INC | $2.8M | 7.5K | 1.02% | — |
| 25 | H HONA HONEYWELL AEROSPACE INC | $2.8M | 12.5K | 0.99% | — |
| 26 | D DDOG DATADOG INC | $2.6M | 10.0K | 0.94% | — |
| 27 | A ANET ARISTA NETWORKS INC | $2.5M | 15.0K | 0.92% | — |
| 28 | H HOOD ROBINHOOD MKTS INC | $2.5M | 25.0K | 0.90% | — |
| 29 | E ETHA ISHARES TR | $2.4M | 10.0K | 0.87% | — |
| 30 | A ASMLF ASML HLDG NV | $2M | 1.0K | 0.72% | — |
| 31 | T TLN TALEN ENERGY CORP | $1.9M | 5.0K | 0.69% | — |
| 32 | I ILPT INDUSTRIAL LOGISTICS PPTYS T | $1.8M | 200.0K | 0.64% | — |
| 33 | V VST VISTRA CORP | $1.6M | 10.0K | 0.57% | — |
| 34 | N NRG NRG ENERGY INC | $1.5M | 10.0K | 0.53% | — |
| 35 | D DRS LEONARDO DRS INC | $1.3M | 30.0K | 0.46% | — |
| 36 | C CEG CONSTELLATION ENERGY CORP | $1.2M | 5.0K | 0.45% | — |
| 37 | L LPTH LIGHTPATH TECHNOLOGIES INC | $1.2M | 75.0K | 0.44% | — |
| 38 | M MHK MOHAWK INDS INC | $1.2M | 10.0K | 0.44% | — |
| 39 | A AMZN AMAZON COM INC | $1.2M | 5.0K | 0.43% | — |
| 40 | C CHWY CHEWY INC | $1.2M | 60.0K | 0.42% | — |
| 41 | O OPRT OPORTUN FINL CORP | $1.1M | 200.0K | 0.41% | — |
| 42 | T TRIP TRIPADVISOR INC | $1.1M | 80.0K | 0.39% | — |
| 43 | ? N/A REAL ASSET ACQUISITION CORP | $1.1M | 100.0K | 0.39% | — |
| 44 | M MOG-B MOOG INC | $1.1M | 2.5K | 0.38% | — |
| 45 | ? N/A ARHAUS INC | $1.1M | 125.0K | 0.38% | — |
| 46 | C CREX CREATIVE REALITIES INC | $1M | 253.4K | 0.38% | — |
| 47 | L LASR NLIGHT INC | $1M | 15.0K | 0.38% | — |
| 48 | I INSG INSEEGO CORP | $1M | 100.0K | 0.37% | — |
| 49 | L LHX L3HARRIS TECHNOLOGIES INC | $1M | 3.5K | 0.37% | — |
| 50 | G GAP GAP INC | $934K | 50.0K | 0.34% | — |