|
NVDA
|
US |
NVIDIA CORP |
287,300 |
$39M |
9.25% |
-20.0%
|
- |
|
TGT
|
US |
TARGET CORP |
225,000 |
$30M |
7.29% |
100.0%
|
Call |
|
NOW
|
US |
SERVICENOW INC |
25,500 |
$27M |
6.48% |
-9.6%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
74,300 |
$25M |
6.10% |
-69.2%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
132,440 |
$24M |
5.78% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
107,900 |
$24M |
5.68% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
78,320 |
$20M |
4.70% |
-
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
125,000 |
$19M |
4.63% |
108.3%
|
- |
|
HD
|
US |
HOME DEPOT INC |
42,600 |
$17M |
3.97% |
-10.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
120,000 |
$16M |
3.86% |
-20.0%
|
Put |
|
ETN
|
US |
EATON CORP PLC |
45,100 |
$15M |
3.59% |
-
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
121,200 |
$15M |
3.51% |
-
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
40,000 |
$14M |
3.28% |
-69.2%
|
Call |
|
SLAB
|
US |
SILICON LABORATORIES INC |
102,900 |
$13M |
3.06% |
-4.6%
|
- |
|
DKS
|
US |
DICK'S SPORTING GOODS INC |
50,000 |
$11M |
2.74% |
100.0%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
100,000 |
$11M |
2.72% |
-
|
- |
|
MU
|
US |
MICRON TECHNOLOGY INC |
114,560 |
$10M |
2.31% |
14.6%
|
- |
|
ADI
|
US |
ANALOG DEVICES INC |
45,300 |
$10M |
2.31% |
-
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
80,400 |
$9M |
2.08% |
-19.9%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
40,200 |
$8M |
2.03% |
-
|
- |