$165Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAOI | APPLIED OPTOELECTRONICS INC | 0.61 | 72,897 | 1,010,350 | ADDED | 308 | |
AMD | ADVANCED MICRO DEVICES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
COHR | COHERENT CORP | 2.74 | 74,720 | 4,529,530 | NEW | ||
DKNG | DRAFTKINGS INC NEW | 4.37 | 158,940 | 7,217,460 | NEW | ||
ESTC | ELASTIC N V | 1.92 | 31,670 | 3,174,600 | NEW | ||
GOOG | ALPHABET INC | 2.60 | 28,170 | 4,289,160 | NEW | ||
GOTU | GAOTU TECHEDU INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GTLB | GITLAB INC | 1.30 | 36,880 | 2,150,840 | NEW | ||
HUYA | HUYA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
JD | JD.COM INC | 5.14 | 309,930 | 8,488,980 | NEW | ||
LVS | LAS VEGAS SANDS CORP | 4.33 | 138,340 | 7,152,180 | NEW | ||
MELI | MERCADOLIBRE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MNSO | MINISO GROUP HOLDING LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MRVL | MARVELL TECHNOLOGY INC | 5.30 | 123,356 | 8,743,470 | REDUCED | -21.84 | |
NU | NU HOLDINGS LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
OSTK | BEYOND INC | 7.83 | 359,890 | 12,923,600 | ADDED | 44.63 | |
PYPL | PAYPAL HLDGS INC | 5.61 | 138,260 | 9,262,040 | ADDED | 155 | |
RBLX | ROBLOX CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SE | SEA LTD | 9.02 | 277,220 | 14,889,500 | REDUCED | -13.92 | |
TCOM | TRIP COM GROUP LTD | 2.73 | 102,531 | 4,500,090 | REDUCED | -69.56 | |
TER | TERADYNE INC | 1.00 | 14,570 | 1,643,930 | NEW | ||
TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.99 | 60,560 | 8,239,190 | ADDED | 33.45 | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1.34 | 14,900 | 2,212,500 | NEW | ||
W | WAYFAIR INC | 3.35 | 81,450 | 5,528,830 | ADDED | 20.38 | |
XP | XP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
KLAVIYO INC | 0.03 | 2,000 | 50,960 | UNCHANGED | 0.00 |