SONA ASSET MANAGEMENT (US) LLC

Q4 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2021
Date filed
2/11/2022
Form type
13F-HR
Num holdings
353
Total value ($000)
$190,140
Net value change ($000)
New positions
134
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TIO TECH A 9,364
TB SA Acquisition Corp 5,572
Artisan Acquisition Corp. 3,161
Frontier Investment Corp 2,759
CSTAF 2,684
ZIM 2,476
Apollo Strategic Growth Capital II 2,230
EXE 1,936
ScION Tech Growth I 1,870
PIONEER MERGER CORP 1,688
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,644 (0.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type