Filing: 0001547349-26-000005
Total Filing Value
$492.73MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| UNITY SOFTWARE INC | U | COM | 91332U101 | $57,982,264 | 2,642,765 | — |
| BROADCOM INC | AVGO | COM | 11135F101 | $57,259,350 | 185,000 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $56,294,750 | 322,791 | — |
| LUMENTUM HLDGS INC | LITE | COM | 55024U109 | $51,709,081 | 73,580 | — |
| ORACLE CORP | ORCL | COM | 68389X105 | $51,047,170 | 347,000 | — |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | SPONSORED ADS | 04965M106 | $29,668,860 | 806,000 | — |
| COHERENT CORP | COM | 19247G107 | $26,750,983 | 112,300 | — | |
| CELESTICA INC | COM | 15101Q207 | $26,308,912 | 93,400 | — | |
| GDS HLDGS LTD | GDS | SPONSORED ADS | 36165L108 | $17,931,065 | 445,050 | — |
| RIOT PLATFORMS INC | RIOT | COM | 767292105 | $17,922,000 | 1,450,000 | — |
| HESAI GROUP | HSAI | SPONSORED ADS | 428050108 | $16,538,800 | 865,000 | — |
| AMER SPORTS INC | COM SHS | G0260P102 | $13,760,560 | 418,000 | — | |
| BLOOM ENERGY CORP | BE | COM CL A | 093712107 | $13,684,490 | 101,000 | — |
| JOYY INC | YY | ADS REPSTG COM A | 46591M109 | $10,159,860 | 174,000 | — |
| RALPH LAUREN CORP | RL | CL A | 751212101 | $9,734,917 | 28,300 | — |
| CIENA CORP | CIEN | COM NEW | 171779309 | $9,433,989 | 24,300 | — |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | G25457105 | $6,336,225 | 67,500 | — |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A714 | $5,431,725 | 67,500 | — | |
| LOWES COS INC | LOW | COM | 548661107 | $3,544,200 | 15,000 | — |
| V F CORP | VFC | COM | 918204108 | $3,007,230 | 177,000 | — |
Rows:
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