Filing: 0001352272-24-000013
Total Filing Value
$87.08MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $12,909,000 | 30,000 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $12,593,680 | 22,000 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $8,500,800 | 70,000 | — |
| APPLE INC | AAPL | COM | 037833100 | $6,990,000 | 30,000 | — |
| BOSTON SCIENTIFIC CORP | BSX | COM | 101137107 | $6,704,000 | 80,000 | — |
| NETFLIX INC | NFLX | COM | 64110L106 | $5,674,160 | 8,000 | — |
| APPFOLIO INC | APPF | COM CL A | 03783C100 | $4,472,600 | 19,000 | — |
| ARS PHARMACEUTICALS INC | SPRY | COM | 82835W108 | $3,915,000 | 270,000 | — |
| PHILIP MORRIS INTL INC | PM | COM | 718172109 | $3,642,000 | 30,000 | — |
| EMCOR GROUP INC | EME | COM | 29084Q100 | $3,444,240 | 8,000 | — |
| TRANSDIGM GROUP INC | TDG | COM | 893641100 | $2,854,260 | 2,000 | — |
| MOODYS CORP | MCO | COM | 615369105 | $2,847,540 | 6,000 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $2,049,630 | 11,000 | — |
| ELI LILLY & CO | LLY | COM | 532457108 | $1,771,880 | 2,000 | — |
| ORACLE CORP | ORCL | COM | 68389X105 | $1,704,000 | 10,000 | — |
| FERRARI N V | RACE | COM | N3167Y103 | $1,645,385 | 3,500 | — |
| DECKERS OUTDOOR CORP | DECK | COM | 243537107 | $1,594,500 | 10,000 | — |
| EMBRAER S.A. | EMBJ | SPONSORED ADS | 29082A107 | $884,250 | 25,000 | — |
| ADMA BIOLOGICS INC | ADMA | COM | 000899104 | $799,600 | 40,000 | — |
| REPLIGEN CORP | RGEN | COM | 759916109 | $744,100 | 5,000 | — |
Rows:
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