|
META
|
US |
META PLATFORMS INC-CLASS A |
87,826 |
$51M |
9.83% |
64.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
227,511 |
$50M |
9.54% |
-3.7%
|
- |
|
RCL
|
US |
ROYAL CARIBBEAN CRUISES LTD |
196,195 |
$45M |
8.65% |
-
|
- |
|
NCLH
|
US |
NORWEGIAN CRUISE LINE HOLDIN |
1,404,319 |
$36M |
6.91% |
12.4%
|
- |
|
PCG
|
US |
P G & E CORP |
1,749,449 |
$35M |
6.75% |
19.1%
|
- |
|
MAR
|
US |
MARRIOTT INTERNATIONAL -CL A |
123,575 |
$34M |
6.59% |
-
|
- |
|
NBIS
|
US |
NEBIUS GROUP NV |
1,202,258 |
$33M |
6.36% |
100.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
161,415 |
$31M |
5.84% |
100.0%
|
- |
|
HUM
|
US |
HUMANA INC |
112,622 |
$29M |
5.46% |
36.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
63,438 |
$27M |
5.11% |
8.6%
|
- |
|
FYBR
|
US |
FRONTIER COMMUNICATIONS PARE |
763,912 |
$27M |
5.07% |
83.7%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
37,939 |
$20M |
3.82% |
-5.0%
|
- |
|
278768AB2
|
- |
ECHOSTAR CORP |
15,081,946 |
$16M |
3.03% |
100.0%
|
- |
|
VST
|
US |
VISTRA CORP |
111,000 |
$15M |
2.92% |
0.9%
|
- |
|
URI
|
US |
UNITED RENTALS INC |
20,954 |
$15M |
2.82% |
-
|
- |
|
LTM
|
US |
LATAM AIRLINES GROUP SA-ADR |
456,839 |
$13M |
2.41% |
-100.0%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
32,508 |
$10M |
1.96% |
-10.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
16,041 |
$8M |
1.55% |
-44.8%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
71,481 |
$8M |
1.51% |
-63.6%
|
- |
|
SNAP
|
US |
SNAP INC - A |
425,800 |
$5M |
0.88% |
100.0%
|
- |