|
CRM
|
US |
SALESFORCE INC |
213,500 |
$71M |
10.49% |
1023.7%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
712,134 |
$69M |
10.15% |
-87.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
134,100 |
$57M |
8.31% |
100.0%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
245,350 |
$52M |
7.58% |
163.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
76,900 |
$45M |
6.62% |
-77.4%
|
- |
|
HOOD
|
US |
ROBINHOOD MARKETS INC - A |
625,500 |
$23M |
3.43% |
267.9%
|
- |
|
FUTU
|
US |
FUTU HOLDINGS LTD-ADR |
277,560 |
$22M |
3.26% |
-51.0%
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
140,490 |
$22M |
3.19% |
-57.8%
|
- |
|
BA
|
US |
BOEING CO/THE |
110,000 |
$19M |
2.86% |
-54.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
101,800 |
$19M |
2.83% |
-95.9%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
191,646 |
$16M |
2.37% |
1510.5%
|
- |
|
ABNB
|
US |
AIRBNB INC-CLASS A |
120,000 |
$16M |
2.32% |
-26.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
81,400 |
$16M |
2.28% |
-96.2%
|
- |
|
EL
|
US |
ESTEE LAUDER COMPANIES-CL A |
205,000 |
$15M |
2.26% |
163.5%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
60,000 |
$14M |
2.11% |
156.4%
|
- |
|
NFLX
|
US |
NETFLIX INC |
15,000 |
$13M |
1.97% |
-90.3%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
29,200 |
$13M |
1.92% |
-35.1%
|
- |
|
MDB
|
US |
MONGODB INC |
49,900 |
$12M |
1.71% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
52,050 |
$11M |
1.68% |
100.0%
|
- |
|
AAP
|
US |
ADVANCE AUTO PARTS INC |
215,851 |
$10M |
1.50% |
415.8%
|
- |