Arkolith/Funds/Anson Funds Management LP

Anson Funds Management LP

CIK 1491072
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Anson Funds Management LP holds a diversified book of 146 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Sunshine Silver Mining & Ref first appears in 13F filings (one of 16 new listings in the book), a listing rather than a purchase; they opened Sellas Life Sciences Group I and trimmed Lionsgate Studios Corp. Their largest long position is Sellas Life Sciences Group I at 6% of the reported non-option book. They also disclosed $432.4M in put options (a bearish bet) and $154.3M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2015 would be -34% (-3.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Changes below are measured against Q4 2025, not the immediately-prior quarter: that filing was amended and its restated book is still being processed, so diffing against it would compare this book to an incomplete one.
Opened
54
bought for the first time
+51 more · largest first
16 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
30
exited the position entirely
+27 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
-34.1%
-3.5%/yr · since Feb '15
Their reported book
-70.6%
held from quarter-end
S&P 500
+335.3%
same window
$6K$15K$25K$35K$44KFeb '15Jun '17Oct '19Feb '22May '24Sep '26
Anson Funds Management LP (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 36.5 points over this window.

Growth of $10,000 cloning Anson Funds Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

88% mapped to company sectors

Financials
23%
Information Technology
19%
Communication Services
13%
ETFs / funds
9%
Consumer Discretionary
9%
Health Care
8%
Materials
7%
Industrials
4%

+5 sectors below the cut, 8% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Anson Funds Management LP

Manager / fundShared namesTheir $ in those
Himension Capital (Singapore) Pte. LTD.11 / 80$766.8M
Harbor Advisors LLC9 / 80$351.8M
Philippe Laffont12 / 80$20.3B
Hoey Investments, Inc13 / 80$312.7M
Rakuten Securities, Inc.21 / 80$158.1M
Franchise GP Ltd9 / 80$78.7M
Towarzystwo Funduszy Inwestycyjnych Pzu Sa19 / 80$104.6M
Jackson Square Capital, LLC8 / 80$201.2M

Ranked by the share of each fund's own book sitting in the names it shares with Anson Funds Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

146 positions
#SecurityValueShares% PortLast moveHistory
1SELLAS Life Sciences Group Inc
Equity
$66.4M4.50M
6.1%
New
New position
2Lionsgate Studios Corp
Equity
$66.2M4.33M
6.0%
−55%
Reduced · −5.2M sh
3AdvisorShares Pure US Cannabis ETF
Exchange Traded Fund
$61.7M12.14M
5.6%
+55%
Added · +4.3M sh
4Match Group Inc
Equity
$55.3M1.45M
5.0%
+11%
Added · +145K sh
5Five9 Inc
Equity
$53.3M2.50M
4.9%
+62%
Added · +960K sh
6Nvidia Corp
Equity
$46.0M229.9K
4.2%
Held
7SPS Commerce Inc
Equity
$42.6M745.0K
3.9%
New
New position
8Sunshine Silver Mining & Refining Co
Equity
$32.3M2.44M
2.9%
Listed
Newly reportable
9New America Acquisition I Corp
Equity Unit
$30.9M2.97M
2.8%
Held
10FutureCrest Acquisition Corp
Equity Unit
$27.1M2.59M
2.5%
Held
11Gildan Activewear Inc
Equity
$26.6M515.0K
2.4%
New
New position
12Blue Water Acquisition Corp III
Equity
$25.7M2.48M
2.3%
Held
13Robostrategy Inc
Equity
$25.5M869.6K
2.3%
Listed
Newly reportable
14MOZAYYX Acquisition Corp
Equity Unit
$24.6M2.45M
2.2%
New
New position
15Texas Ventures Acquisition III Corp
Equity
$23.2M2.20M
2.1%
Held
16SharonAI Holdings Inc
Equity
$22.7M363.7K
2.1%
New
New position
17Cantor Equity Partners I Inc
Equity
$21.7M2.04M
2.0%
Held
18Lovesac Co
Equity
$19.8M1.18M
1.8%
+11%
Added · +113K sh
19Tesla, Inc.
Equity
$18.2M43.2K
1.7%
+126%
Added · +24K sh
20iShares Semiconductor ETF
Exchange Traded Fund
$16.9M26.3K
1.5%
New
New position
21Sinda Ltd
Equity
$15.6M1.30M
1.4%
Listed
Newly reportable
22Blue Water Acquisition Corp III
Warrant
$13.0M1.26M
1.2%
Held
23iShares MSCI South Korea ETF
Exchange Traded Fund
$12.1M60.0K
1.1%
New
New position
24TMC the metals co Inc
Equity
$11.7M2.64M
1.1%
New
New position
25Forgent Power Solutions Inc
Equity
$11.6M207.7K
1.1%
New
New position
26Venu Holding Corp
Equity
$11.3M5.00M
1.0%
New
New position
27Churchill Capital Corp XII
Equity Unit
$10.8M1.00M
1.0%
Listed
Newly reportable
28Galaxy Digital Inc
Equity
$10.7M392.6K
1.0%
New
New position
29Texas Ventures Acquisition III Corp
Warrant
$8.9M845.6K
0.8%
−0.5%
Reduced · −4K sh
30Destiny Tech100 Inc
Exchange Traded Fund
$8.3M323.2K
0.8%
New
New position
31Imperial Petroleum Inc
Equity
$7.3M1.58M
0.7%
−64%
Reduced · −2.8M sh
32Metals Royalty Co Inc
Equity
$7.2M1.01M
0.7%
Listed
Newly reportable
33Reddit Inc
Equity
$6.6M38.3K
0.6%
New
New position
34AIB Data Centers Inc
Equity
$6.4M3.03M
0.6%
New
New position
35Equinix Inc
Equity
$6.4M6.2K
0.6%
New
New position
36CAE Inc
Equity
$6.4M255.0K
0.6%
+76%
Added · +110K sh
37Twenty One Capital Inc
Equity
$6.4M1.28M
0.6%
New
New position
38Sea Ltd
ADR
$6.3M66.1K
0.6%
+231%
Added · +46K sh
39Micron Technology Inc
Option
$6.1M5.3K
0.6%
New
New position
40Brookdale Senior Living Inc
Equity
$6.1M377.0K
0.6%
+11%
Added · +38K sh
41Taiwan Semiconductor Manufacturing Co Ltd
ADR
$6.0M12.5K
0.5%
+257%
Added · +9K sh
42Super Group SGHC Ltd
Equity
$6.0M440.0K
0.5%
+73%
Added · +185K sh
43Lam Research Corp
Equity
$5.8M13.5K
0.5%
New
New position
44MKS Inc
Equity
$5.8M13.0K
0.5%
New
New position
45CBRE Group Inc
Equity
$5.7M42.3K
0.5%
New
New position
46Broadcom Inc
Equity
$5.7M15.0K
0.5%
New
New position
47Trulieve Cannabis Corp
Equity
$5.6M524.5K
0.5%
New
New position
48Yorkville International Capital Corp
Equity Unit
$5.0M500.0K
0.5%
Listed
Newly reportable
49Core Scientific Inc
Equity
$4.8M189.0K
0.4%
New
New position
50Camden Property Trust
Equity
$4.7M41.0K
0.4%
New
New position
Showing 50 of 146 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$432.4M
Call notional (bullish)$154.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$265.1M360K
PUT · bearishISHARES MSCI CANADA ETFEWC$57.6M1.0M
PUT · bearishSANDISK CORPSNDK$28.4M13K
PUT · bearishSELLAS LIFE SCIENCES GROUP ISLS$27.2M1.8M
CALL · bullishADVISORSHARES PURE US CANNMSOS$27.0M5.3M
CALL · bullishISHARES 20+ YEAR TREASURY BDTLT$25.9M300K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$22.4M30K
CALL · bullishLIONSGATE STUDIOS CORPLION$15.3M1.0M
PUT · bearishVANECK JUNIOR GOLD MINERSGDXJ$14.7M150K
CALL · bullishSELLAS LIFE SCIENCES GROUP ISLS$11.8M800K
CALL · bullishKRANESH CSI CHINA INTERNETKWEB$9.8M400K
CALL · bullishISHARES CHINA LARGE-CAP ETFFXI$9.5M300K
CALL · bullishCOEUR MINING INCCDE$8.2M500K
CALL · bullishXTRACKERS HARVEST CSI 300 CHASHR$7.3M200K
PUT · bearishMICRON TECHNOLOGY INCMU$6.9M6K
CALL · bullishNIKE INC -CL BNKE$6.2M150K
CALL · bullishWEYERHAEUSER COWY$6.0M250K
CALL · bullishCANADIAN NATL RAILWAY COCNI$6.0M50K
CALL · bullishSPS COMMERCE INCSPSC$5.7M100K
CALL · bullishSS ENERGY SELECT SECTORXLE$5.3M100K
PUT · bearishISHARES US REAL ESTATE ETFIYR$5.1M50K
PUT · bearishROUNDHILL MEMORY ETFDRAM$4.8M65K
CALL · bullishBROOKDALE SENIOR LIVING INCBKD$3.1M190K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$2.8M5K
CALL · bullishDEVON ENERGY CORPDVN$2.1M50K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above. Showing the largest 25 of 27 option legs.

Filing history

As-of date vs the date the SEC received each filing

$1.7B · Q2 2026Q3 2021 · $1.1BQ2 2026 · $1.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d173$1.7B13F-HR
Q1 2026Mar 31, 2026May 19, 202649d133$1.2B13F-HR/A
Q4 2025Dec 31, 2025Feb 17, 202648d122$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d112$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d106$694.7M13F-HR
Q1 2025Mar 31, 2025May 28, 202558d120$549.6M13F-HR/A
Q4 2024Dec 31, 2024Feb 14, 202545d151$991.2M13F-HR
Q3 2024Sep 30, 2024Nov 15, 202446d157$1.0B13F-HR/A
Q2 2024Jun 30, 2024Aug 13, 202444d155$839.3M13F-HR
Q1 2024Mar 31, 2024May 14, 202444d149$1.5B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d170$808.8M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d136$496.2M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d149$602.4M13F-HR
Q1 2023Mar 31, 2023May 19, 202349d189$610.2M13F-HR/A
Q4 2022Dec 31, 2022Feb 13, 202344d224$605.4M13F-HR
Q3 2022Sep 30, 2022Nov 15, 202246d273$846.6M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d328$1.1B13F-HR
Q1 2022Mar 31, 2022May 12, 202242d336$1.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d338$1.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d303$1.1B13F-HR
Amended / restated
  • Q1 2026 · filed May 14, 202613F-HR · superseded
  • Q1 2025 · filed May 14, 202513F-HR · superseded
  • Q3 2024 · filed Nov 14, 202413F-HR · superseded
  • Q1 2023 · filed May 15, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.