$1.58Billion
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AFK | VANECK ETF TRUST | 1.89 | 945,500 | 29,896,700 | UNCHANGED | 0.00 | |
AMD | ADVANCED MICRO DEVICES INC | 2.60 | 227,400 | 41,043,400 | REDUCED | -24.78 | |
AMZN | AMAZON COM INC | 3.05 | 266,909 | 48,145,000 | UNCHANGED | 0.00 | |
AVGO | BROADCOM INC | 1.54 | 18,400 | 24,387,500 | NEW | ||
CPRT | COPART INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CRDO | CREDO TECHNOLOGY GROUP HOLDI | 0.94 | 699,100 | 14,813,900 | NEW | ||
CRM | SALESFORCE INC | 3.75 | 196,536 | 59,192,700 | UNCHANGED | 0.00 | |
CRWD | CROWDSTRIKE HLDGS INC | 2.26 | 111,200 | 35,649,600 | REDUCED | -36.53 | |
DECK | DECKERS OUTDOOR CORP | 1.87 | 31,300 | 29,461,400 | REDUCED | -34.11 | |
EDR | ENDEAVOR GROUP HLDGS INC | 0.98 | 601,474 | 15,475,900 | REDUCED | -26.14 | |
LLY | ELI LILLY & CO | 2.37 | 48,100 | 37,419,900 | UNCHANGED | 0.00 | |
MRVL | MARVELL TECHNOLOGY INC | 1.39 | 310,500 | 22,008,200 | NEW | ||
MSFT | MICROSOFT CORP | 3.88 | 145,598 | 61,256,000 | REDUCED | -14.9 | |
NBR | NABORS INDUSTRIES LTD | 1.19 | 218,200 | 18,793,600 | NEW | ||
NFLX | NETFLIX INC | 1.88 | 48,733 | 29,597,000 | REDUCED | -21.31 | |
NOW | SERVICENOW INC | 1.78 | 36,806 | 28,060,900 | REDUCED | -13.00 | |
NVDA | NVIDIA CORPORATION | 2.58 | 45,000 | 40,660,200 | ADDED | 90.68 | |
PANW | PALO ALTO NETWORKS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SLB | SCHLUMBERGER LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SMR | NUSCALE PWR CORP | 0.39 | 1,162,400 | 6,172,340 | NEW | ||
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2.34 | 248,600 | 36,914,600 | REDUCED | -12.65 | |
UBER | UBER TECHNOLOGIES INC | 0.29 | 59,464 | 4,578,130 | REDUCED | -56.25 | |
WW | WW INTL INC | 0.01 | 51,020 | 94,387 | REDUCED | -95.03 | |
Z | ZILLOW GROUP INC | 1.59 | 514,126 | 25,079,100 | REDUCED | -9.22 | |
MAPLEBEAR INC | 13.22 | 5,599,500 | 208,806,000 | REDUCED | -31.72 | ||
TKO GROUP HOLDINGS INC | 1.29 | 236,200 | 20,410,000 | NEW | |||
RUMBLE INC | 0.70 | 1,364,970 | 11,029,000 | NEW |