|
GOOGL
|
US |
ALPHABET INC-CL A |
2,675,000 |
$506M |
20.22% |
0.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
650,000 |
$274M |
10.94% |
44.4%
|
- |
|
CMCSA
|
US |
COMCAST CORP-CLASS A |
7,300,000 |
$274M |
10.94% |
59.6%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
1,375,000 |
$272M |
10.84% |
-6.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
1,200,000 |
$263M |
10.51% |
-12.7%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
600,000 |
$206M |
8.21% |
-16.7%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
2,600,000 |
$157M |
6.26% |
300.0%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
30,000 |
$149M |
5.95% |
-33.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
410,000 |
$130M |
5.17% |
-63.9%
|
- |
|
NFLX
|
US |
NETFLIX INC |
110,000 |
$98M |
3.92% |
8.9%
|
- |
|
SBAC
|
US |
SBA COMMUNICATIONS CORP |
470,000 |
$96M |
3.83% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
50,000 |
$29M |
1.17% |
100.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
50,000 |
$26M |
1.05% |
-79.2%
|
- |
|
TEAM
|
US |
ATLASSIAN CORP-CL A |
100,000 |
$24M |
0.97% |
100.0%
|
- |