|
GOOGL
|
US |
ALPHABET INC-CL A |
252,099 |
$48M |
4.20% |
-
|
- |
|
SQ
|
US |
BLOCK INC |
521,495 |
$44M |
3.90% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
310,486 |
$42M |
3.67% |
-
|
- |
|
FDS
|
US |
FACTSET RESEARCH SYSTEMS INC |
85,868 |
$41M |
3.63% |
-
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
579,410 |
$34M |
3.02% |
-
|
- |
|
NXPI
|
US |
NXP SEMICONDUCTORS NV |
161,190 |
$34M |
2.95% |
-
|
- |
|
DIS
|
US |
WALT DISNEY CO/THE |
297,223 |
$33M |
2.91% |
-
|
- |
|
DXCM
|
US |
DEXCOM INC |
413,498 |
$32M |
2.83% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
135,888 |
$32M |
2.77% |
-
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
278,677 |
$31M |
2.75% |
-
|
- |
|
FOUR
|
US |
SHIFT4 PAYMENTS INC-CLASS A |
300,000 |
$31M |
2.74% |
-
|
Put |
|
BDX
|
US |
BECTON DICKINSON AND CO |
134,762 |
$31M |
2.69% |
-
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
43,899 |
$30M |
2.68% |
-
|
- |
|
A
|
US |
AGILENT TECHNOLOGIES INC |
219,530 |
$29M |
2.59% |
-
|
- |
|
MTD
|
US |
METTLER-TOLEDO INTERNATIONAL |
24,107 |
$29M |
2.59% |
-
|
- |
|
U
|
US |
UNITY SOFTWARE INC |
1,250,000 |
$28M |
2.47% |
-
|
Call |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
141,192 |
$28M |
2.45% |
-
|
- |
|
FIS
|
US |
FIDELITY NATIONAL INFO SERV |
334,197 |
$27M |
2.37% |
-
|
- |
|
ALGM
|
US |
ALLEGRO MICROSYSTEMS INC |
1,150,066 |
$25M |
2.21% |
-
|
- |
|
T
|
US |
AT&T INC |
1,057,965 |
$24M |
2.12% |
-
|
- |