Filing: 0001352272-25-000012
Total Filing Value
$93.08MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $24,870,500 | 50,000 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $15,799,000 | 100,000 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $13,285,620 | 18,000 | — |
| NETFLIX INC | NFLX | COM | 64110L106 | $4,686,955 | 3,500 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $4,387,800 | 20,000 | — |
| SEA LTD | SE | SPONSORD ADS | 81141R100 | $3,998,500 | 25,000 | — |
| TRANSDIGM GROUP INC | TDG | COM | 893641100 | $3,801,600 | 2,500 | — |
| PHILIP MORRIS INTL INC | PM | COM | 718172109 | $3,642,600 | 20,000 | — |
| ROBINHOOD MKTS INC | HOOD | COM CL A | 770700102 | $2,808,900 | 30,000 | — |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2,428,850 | 5,000 | — | |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | COM | 874054109 | $2,428,500 | 10,000 | — |
| BOSTON SCIENTIFIC CORP | BSX | COM | 101137107 | $2,148,200 | 20,000 | — |
| RUBRIK INC. | RBRK | CL A | 781154109 | $1,791,800 | 20,000 | — |
| EMBRAER S.A. | EMBJ | SPONSORED ADS | 29082A107 | $1,707,300 | 30,000 | — |
| FERRARI N V | RACE | COM | N3167Y103 | $1,472,220 | 3,000 | — |
| COREWEAVE INC | CRWV | COM CL A | 21873S108 | $978,360 | 6,000 | — |
| ARS PHARMACEUTICALS INC | SPRY | COM | 82835W108 | $872,500 | 50,000 | — |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | $737,700 | 15,000 | — | |
| AURORA INNOVATION INC | AUR | CLASS A COM | 051774107 | $524,000 | 100,000 | — |
| ON HLDG AG | ONON | NAMEN AKT A | H5919C104 | $520,500 | 10,000 | — |
Rows:
1–20 of 21