|
VRT
|
US |
VERTIV HOLDINGS CO-A |
378,569 |
$43M |
24.43% |
-8.5%
|
- |
|
BX
|
US |
BLACKSTONE INC |
164,000 |
$28M |
16.06% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
103,000 |
$23M |
12.83% |
-
|
- |
|
YMM
|
US |
FULL TRUCK ALLIANCE -SPN ADR |
1,488,237 |
$16M |
9.15% |
-
|
- |
|
TCBI
|
US |
TEXAS CAPITAL BANCSHARES INC |
120,436 |
$9M |
5.35% |
-
|
- |
|
WSC
|
US |
WILLSCOT HOLDINGS CORP |
249,800 |
$8M |
4.75% |
-
|
- |
|
DAKT
|
US |
DAKTRONICS INC |
400,000 |
$7M |
3.83% |
-
|
- |
|
KEYS
|
US |
KEYSIGHT TECHNOLOGIES IN |
41,200 |
$7M |
3.76% |
-
|
- |
|
SSNC
|
US |
SS&C TECHNOLOGIES HOLDINGS |
81,800 |
$6M |
3.52% |
-
|
- |
|
MIRM
|
US |
MIRUM PHARMACEUTICALS INC |
122,980 |
$5M |
2.89% |
-
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
36,000 |
$4M |
2.47% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,500 |
$4M |
2.16% |
-
|
- |
|
DELL
|
US |
DELL TECHNOLOGIES -C |
30,000 |
$3M |
1.96% |
-
|
- |
|
MDAI
|
US |
SPECTRAL AI INC |
900,000 |
$3M |
1.45% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
2,050 |
$1M |
0.46% |
-50.0%
|
- |
|
MPLX
|
US |
MPLX LP |
14,291 |
$1M |
0.39% |
-
|
- |
|
CWST
|
US |
CASELLA WASTE SYSTEMS INC-A |
6,000 |
$1M |
0.36% |
-
|
- |
|
WTM
|
US |
WHITE MOUNTAINS INSURANCE GP |
280 |
$1M |
0.31% |
-
|
- |
|
GHC
|
US |
GRAHAM HOLDINGS CO-CLASS B |
535 |
$0M |
0.26% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,050 |
$0M |
0.25% |
-
|
- |