Perennial Investment Advisors, LLC Options Holdings

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MA
Mastercard Inc

Financial Services
CALL
$548,000
1K
Q1 2025
New holding
NFLX
Netflix Inc

Communication Services
CALL
$279,000
300
Q1 2025
New holding
MSTR
Microstrategy Inc

Technology
CALL
$201,000
700
Q1 2025
Reduced 30.0%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$129,000
500
Q3 2024
Added 66.67%
PLTR
Palantir Technologies Inc.

Technology
CALL
$75,000
900
Q1 2025
Reduced 10.0%
VRTX
Vertex Pharmaceuticals Inc

Healthcare
CALL
$48,000
100
Q1 2025
New holding
BA
Boeing CO

Industrials
CALL
$85,000
500
Q1 2025
New holding
COP
Conocophillips

Energy
CALL
$10,000
100
Q1 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$23,000
2K
Q1 2025
New holding
Arm Holdings PLC
PUT
$0
400
Q1 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$20,000
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 434
  • Current Value $862 Million
  • Prior Value $826 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 55 stocks
  • Additional Purchases 240 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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