Filing: 0001352272-25-000002
Total Filing Value
$91.66MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $13,488,000 | 32,000 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $11,710,200 | 20,000 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $8,057,400 | 60,000 | — |
| NETFLIX INC | NFLX | COM | 64110L106 | $4,902,260 | 5,500 | — |
| BOSTON SCIENTIFIC CORP | BSX | COM | 101137107 | $4,198,040 | 47,000 | — |
| NATERA INC | NTRA | COM | 632307104 | $3,957,500 | 25,000 | — |
| APPLE INC | AAPL | COM | 037833100 | $3,756,300 | 15,000 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $3,729,630 | 17,000 | — |
| PHILIP MORRIS INTL INC | PM | COM | 718172109 | $3,610,500 | 30,000 | — |
| MOODYS CORP | MCO | COM | 615369105 | $2,840,220 | 6,000 | — |
| DUOLINGO INC | DUOL | CL A COM | 26603R106 | $2,593,840 | 8,000 | — |
| FLUTTER ENTMT PLC | SHS | G3643J108 | $2,584,500 | 10,000 | — | |
| YPF SOCIEDAD ANONIMA | YPF | SPON ADR CL D | 984245100 | $2,550,600 | 60,000 | — |
| APPFOLIO INC | APPF | COM CL A | 03783C100 | $2,467,200 | 10,000 | — |
| DECKERS OUTDOOR CORP | DECK | COM | 243537107 | $2,030,900 | 10,000 | — |
| TESLA INC | TSLA | COM | 88160R101 | $2,019,200 | 5,000 | — |
| ASTERA LABS INC | ALAB | COM | 04626A103 | $1,986,750 | 15,000 | — |
| FERRARI N V | RACE | COM | N3167Y103 | $1,911,780 | 4,500 | — |
| TRANSDIGM GROUP INC | TDG | COM | 893641100 | $1,900,920 | 1,500 | — |
| EMBRAER S.A. | EMBJ | SPONSORED ADS | 29082A107 | $1,834,000 | 50,000 | — |
Rows:
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