|
NFLX
|
US |
NETFLIX INC |
15,600 |
$14M |
10.62% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
100,000 |
$13M |
10.26% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
16,600 |
$10M |
7.42% |
-
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
75,000 |
$9M |
6.73% |
-
|
- |
|
LLY
|
US |
ELI LILLY & CO |
9,000 |
$7M |
5.31% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
16,100 |
$7M |
5.18% |
-
|
- |
|
DOCU
|
US |
DOCUSIGN INC |
72,000 |
$6M |
4.95% |
100.0%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
18,500 |
$6M |
4.65% |
15.6%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
80,000 |
$6M |
4.62% |
-11.1%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
13,500 |
$6M |
4.61% |
12.5%
|
- |
|
AXON
|
US |
AXON ENTERPRISE INC |
10,000 |
$6M |
4.54% |
12.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
26,300 |
$6M |
4.41% |
-
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
21,500 |
$5M |
4.06% |
16.2%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
7,000 |
$5M |
3.71% |
-
|
- |
|
ROKU
|
US |
ROKU INC |
52,000 |
$4M |
2.95% |
100.0%
|
- |
|
DASH
|
US |
DOORDASH INC - A |
23,000 |
$4M |
2.95% |
100.0%
|
- |
|
WBD
|
US |
WARNER BROS DISCOVERY INC |
350,000 |
$4M |
2.83% |
100.0%
|
- |
|
GILD
|
US |
GILEAD SCIENCES INC |
40,000 |
$4M |
2.82% |
100.0%
|
- |
|
CVNA
|
US |
CARVANA CO |
15,000 |
$3M |
2.33% |
-
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
8,000 |
$3M |
1.98% |
100.0%
|
- |