$163Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
ADI | ANALOG DEVICES INC | 18.77 | 155,000 | 30,776,800 | REDUCED | -1.59 | |
AMZN | AMAZON COM INC | 12.51 | 135,000 | 20,511,900 | REDUCED | -8.47 | |
BABA | ALIBABA GROUP HLDG LTD | 5.91 | 125,000 | 9,688,750 | REDUCED | -42.53 | |
BILL | BILL HOLDINGS INC | 5.85 | 117,500 | 9,586,820 | UNCHANGED | 0.00 | |
CVNA | CARVANA CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GSHD | GOOSEHEAD INS INC | 11.56 | 250,000 | 18,950,000 | ADDED | 19.05 | |
JD | JD.COM INC | 12.33 | 700,000 | 20,223,000 | NEW | ||
META | META PLATFORMS INC | 19.97 | 92,500 | 32,741,300 | ADDED | 18.59 | |
PDD | PDD HOLDINGS INC | 9.37 | 105,000 | 15,362,600 | REDUCED | -48.78 | |
RELY | REMITLY GLOBAL INC | 3.73 | 315,000 | 6,117,300 | REDUCED | -55.00 | |
WYNN | WYNN RESORTS LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ARM HOLDINGS PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |