Filing: 0001352272-24-000006
Total Filing Value
$102.55MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $15,643,250 | 35,000 | — |
| APPLE INC | AAPL | COM | 037833100 | $10,531,000 | 50,000 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $8,647,800 | 70,000 | — |
| BOSTON SCIENTIFIC CORP | BSX | COM | 101137107 | $8,471,100 | 110,000 | — |
| TRANSDIGM GROUP INC | TDG | COM | 893641100 | $5,110,440 | 4,000 | — |
| ELI LILLY & CO | LLY | COM | 532457108 | $4,979,590 | 5,500 | — |
| APPFOLIO INC | APPF | COM CL A | 03783C100 | $4,402,260 | 18,000 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $4,251,500 | 22,000 | — |
| QUALCOMM INC | QCOM | COM | 747525103 | $4,182,780 | 21,000 | — |
| NETFLIX INC | NFLX | COM | 64110L106 | $4,049,280 | 6,000 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $4,033,760 | 8,000 | — |
| NVENT ELECTRIC PLC | NVT | SHS | G6700G107 | $3,830,500 | 50,000 | — |
| EMCOR GROUP INC | EME | COM | 29084Q100 | $3,650,800 | 10,000 | — |
| ADMA BIOLOGICS INC | ADMA | COM | 000899104 | $3,354,000 | 300,000 | — |
| BURFORD CAP LTD | BUR | ORD SHS | G17977110 | $3,262,500 | 250,000 | — |
| ROYAL CARIBBEAN GROUP | RCL | COM | V7780T103 | $3,188,600 | 20,000 | — |
| MOODYS CORP | MCO | COM | 615369105 | $2,778,138 | 6,600 | — |
| FERRARI N V | RACE | COM | N3167Y103 | $2,450,220 | 6,000 | — |
| DECKERS OUTDOOR CORP | DECK | COM | 243537107 | $1,935,900 | 2,000 | — |
| REPLIGEN CORP | RGEN | COM | 759916109 | $1,890,900 | 15,000 | — |
Rows:
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