Filing: 0001172661-25-002375
Total Filing Value
$209.45MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | COM | 023135106 | $19,026,000 | 100,000 | — |
| MICROSOFT CORP | MSFT | COM | 594918104 | $18,769,500 | 50,000 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $11,873,016 | 20,600 | — |
| CELESTICA INC | CLS | COM | 15101Q207 | $11,821,500 | 150,000 | — |
| CHARTER COMMUNICATIONS INC N | CHTR | CL A | 16119P108 | $11,055,900 | 30,000 | — |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | 874039100 | $9,628,000 | 58,000 | — |
| INTUIT | INTU | COM | 461202103 | $9,516,845 | 15,500 | — |
| ADOBE INC | ADBE | COM | 00724F101 | $9,396,485 | 24,500 | — |
| TWILIO INC | TWLO | CL A | 90138F102 | $9,350,405 | 95,500 | — |
| CHEWY INC | CHWY | CL A | 16679L109 | $8,767,947 | 269,700 | — |
| MONDAY COM LTD | SHS | M7S64H106 | $8,510,600 | 35,000 | — | |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | $8,217,600 | 40,000 | — | |
| PINTEREST INC | PINS | CL A | 72352L106 | $7,750,000 | 250,000 | — |
| SNOWFLAKE INC | SNOW | CL A | 833445109 | $7,308,000 | 50,000 | — |
| LIVE NATION ENTERTAINMENT IN | LYV | COM | 538034109 | $6,529,000 | 50,000 | — |
| EQUIFAX INC | EFX | COM | 294429105 | $6,089,000 | 25,000 | — |
| RH | RH | COM | 74967X103 | $5,860,250 | 25,000 | — |
| PROCORE TECHNOLOGIES INC | PCOR | COM | 74275K108 | $5,717,266 | 86,599 | — |
| LYFT INC | LYFT | CL A COM | 55087P104 | $5,673,860 | 478,000 | — |
| KILROY RLTY CORP | KRC | COM | 49427F108 | $4,914,000 | 150,000 | — |
Rows:
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