|
META
|
US |
META PLATFORMS INC-CLASS A |
90,000 |
$53M |
7.68% |
12.5%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
189,594 |
$49M |
7.14% |
191.7%
|
- |
|
JD
|
US |
JD.COM INC-ADR |
1,320,000 |
$46M |
6.67% |
88.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
202,000 |
$44M |
6.46% |
100.0%
|
- |
|
T
|
US |
AT&T INC |
1,500,000 |
$34M |
4.98% |
66.7%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
300,000 |
$33M |
4.83% |
20.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
151,000 |
$29M |
4.17% |
100.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
140,000 |
$28M |
4.03% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
60,000 |
$25M |
3.69% |
-25.0%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
400,000 |
$24M |
3.45% |
33.3%
|
- |
|
CVNA
|
US |
CARVANA CO |
100,000 |
$20M |
2.97% |
100.0%
|
- |
|
PYPL
|
US |
PAYPAL HOLDINGS INC |
230,000 |
$20M |
2.86% |
-54.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
81,000 |
$19M |
2.74% |
-67.6%
|
- |
|
WMG
|
US |
WARNER MUSIC GROUP CORP-CL A |
600,000 |
$19M |
2.71% |
100.0%
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
120,000 |
$19M |
2.70% |
100.0%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
301,000 |
$18M |
2.67% |
50.5%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
50,000 |
$17M |
2.50% |
100.0%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
100,000 |
$15M |
2.24% |
100.0%
|
- |
|
ESTC
|
US |
ELASTIC NV |
150,000 |
$15M |
2.17% |
-14.3%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
3,000 |
$15M |
2.17% |
-50.0%
|
- |