Arkolith/Funds/Ulysses Management LLC

Ulysses Management LLC

CIK 1510912Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Ulysses Management LLC holds a concentrated book of 31 reported positions worth $289.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Moody's Corp and trimmed Microsoft Corp. Their largest long position is Amazon.com Inc at 21% of the reported non-option book. They also disclosed $101.4M in put options (a bearish bet) and $115.4M in call options (bullish), shown separately below and excluded from the non-option book.

Added to
4
already held, bought more
+1 more · largest first
Trimmed
6
sold some, still holds it
+3 more · largest first
Sold out
9
exited the position entirely
+6 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
86%
Top 20 holdings
97%

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

99% mapped to company sectors

Industrials
38%
Information Technology
23%
Consumer Discretionary
21%
Financials
14%
Materials
2%
ETFs / funds
1%

+1 sector below the cut, under 0.5% 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

Funds with the most overlap

Other tracked managers holding the same core names as Ulysses Management LLC

Manager / fundShared namesTheir $ in those
Skye Global Management LP6 / 31$3.4B
Chris Hohn4 / 31$30.8B
Altarock Partners LP4 / 31$2.4B
S&G Foundation3 / 31$1.2B
Bluegrass Capital Partners LP5 / 31$78.9M
Axiom Investors LLC10 / 31$4.6B
Milestones Administradora de Recursos Ltda.6 / 31$258.8M
GCQ Funds Management Pty Ltd5 / 31$350.3M

Ranked by the share of each fund's own book sitting in the names it shares with Ulysses Management LLC: 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.

31 positions
#SecurityValueShares% PortLast moveHistory
1Amazon.com
COM
$61.4M257.5K
21.2%
Held
2Henry Schein
COM
$55.6M665.4K
19.2%
+2.4%
Added · +16K sh
3Microsoft Corp
COM
$37.8M101.4K
13.1%
−28%
Reduced · −40K sh
4Ball Corp
COM
$33.7M540.0K
11.6%
Held
5Similarweb Ltd
SHS
$18.0M2.93M
6.2%
−2.3%
Reduced · −70K sh
6Uber Technologies
COM
$16.0M221.7K
5.5%
−18%
Reduced · −50K sh
7Street Tracks Gold Trust
GOLD SHS
$9.8M26.5K
3.4%
+212%
Added · +18K sh
8Dime Community Bancshares
COM
$7.9M195.0K
2.7%
−13%
Reduced · −29K sh
9Moodys Corp
COM
$4.8M10.5K
1.6%
New
New position
10Stratasys
SHS
$4.8M555.0K
1.6%
Held
11Alphabet Inc Class A Common ST
CAP STK CL A
$4.5M12.5K
1.5%
+108%
Added · +7K sh
12S&P Global Inc
COM
$4.3M10.5K
1.5%
New
New position
13JPMorgan Chase & Co
COM
$4.3M13.0K
1.5%
Held
14Ranpak Holdings Corp
COM CL A
$3.8M515.9K
1.3%
−25%
Reduced · −176K sh
15Goldman Sachs Group
COM
$3.0M3.0K
1.0%
Held
16Embraer Sa-Spon ADR
SPONSORED ADS
$2.6M40.0K
0.9%
+23%
Added · +8K sh
17SPDR S&P Biotechcs
ST STR SP BIOT
$2.4M15.0K
0.8%
Held
18Bank Of N.T. Butterfield
SHS NEW
$2.2M37.5K
0.8%
Held
19Morgan Stanley
COM NEW
$1.7M8.0K
0.6%
New
New position
20Freport McMoran Inc
CL B
$1.6M25.0K
0.5%
Held
21Ge Aerospace
COM NEW
$1.5M4.0K
0.5%
New
New position
22ASML Holding NV NY Reg
N Y REGISTRY SHS
$1.4M700
0.5%
New
New position
23Energy Sector SPDR
ST STR ENERG ETF
$1.3M25.0K
0.5%
New
New position
24MSCI
COM
$1.1M2.0K
0.4%
New
New position
25American Express
COM
$1.0M3.0K
0.4%
New
New position
26Barrick Mining
COM SHS
$918K25.0K
0.3%
−29%
Reduced · −10K sh
27Amgen Inc
COM
$724K2.0K
0.3%
New
New position
28Newmont Mining Corp.
COM
$467K5.0K
0.2%
New
New position
29Edwards Lifesciences
COM
$452K5.0K
0.2%
New
New position
30Amphenol Corp
CL A
$353K2.0K
0.1%
New
New position
31Solaris Energy
COM CL A
$201K2.5K
0.1%
New
New position
Showing all 31 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$101.4M
Call notional (bullish)$115.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishNVIDIA CORPNVDA$58.0M290K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$36.8M50K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$28.0M38K
CALL · bullishTAIWAN SEMICONDUCTOR-SP ADRTSM$21.3M45K
PUT · bearishMICROSOFT CORPMSFT$18.7M50K
PUT · bearishAMAZON.COM INCAMZN$17.9M75K
CALL · bullishAPPLE INCAAPL$14.5M50K
CALL · bullishHENRY SCHEIN INCHSIC$12.5M150K
CALL · bullishAMAZON.COM INCAMZN$5.4M23K
CALL · bullishSS SPDR S&P REGIONAL BANKKRE$2.3M31K
CALL · bullishINTL BUSINESS MACHINES CORPIBM$1.4M5K

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.

Filing history

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

$1.4B · Q3 2025Q2 2025 · $993.4MQ2 2026 · $506.0M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d42$506.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d35$802.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d48$543.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d50$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d55$993.4M13F-HR

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.