|
NFLX
|
US |
NETFLIX INC |
65,000 |
$58M |
7.52% |
-
|
Put |
|
META
|
US |
META PLATFORMS INC-CLASS A |
89,856 |
$53M |
6.83% |
63.4%
|
- |
|
CIEN
|
US |
CIENA CORP |
611,992 |
$52M |
6.74% |
1.9%
|
- |
|
NFLX
|
US |
NETFLIX INC |
54,305 |
$48M |
6.29% |
-
|
- |
|
VIK
|
US |
VIKING HOLDINGS LTD |
977,208 |
$43M |
5.59% |
-10.0%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
674,081 |
$41M |
5.33% |
-5.9%
|
- |
|
FWONK
|
US |
LIBERTY MEDIA CORP-LIB-NEW-C |
432,447 |
$40M |
5.20% |
-0.4%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
3,497,960 |
$36M |
4.71% |
366.4%
|
- |
|
KMX
|
US |
CARMAX INC |
435,568 |
$36M |
4.62% |
100.0%
|
- |
|
CSGP
|
US |
COSTAR GROUP INC |
463,350 |
$33M |
4.31% |
100.0%
|
- |
|
ONON
|
US |
ON HOLDING AG-CLASS A |
584,162 |
$32M |
4.15% |
32.3%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
18,758 |
$32M |
4.14% |
-20.0%
|
- |
|
DUOL
|
US |
DUOLINGO |
85,532 |
$28M |
3.60% |
0.6%
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
158,711 |
$28M |
3.58% |
47.7%
|
- |
|
DUOL
|
US |
DUOLINGO |
85,000 |
$28M |
3.58% |
0.6%
|
Put |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
100,000 |
$26M |
3.36% |
100.0%
|
Put |
|
MELI
|
US |
MERCADOLIBRE INC |
15,000 |
$26M |
3.31% |
-20.0%
|
Put |
|
ACVA
|
US |
ACV AUCTIONS INC-A |
1,040,719 |
$22M |
2.92% |
27.2%
|
- |
|
USM
|
US |
US CELLULAR CORP |
351,923 |
$22M |
2.87% |
-12.9%
|
- |
|
WBD
|
US |
WARNER BROS DISCOVERY INC |
2,078,165 |
$22M |
2.85% |
100.0%
|
- |