$69.33Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
ADBE | ADOBE INC | 5.10 | 7,000 | 3,532,200 | NEW | ||
AMD | ADVANCED MICRO DEVICES INC | 15.62 | 60,000 | 10,829,400 | ADDED | 20.00 | |
ANET | ARISTA NETWORKS INC | 10.84 | 25,920 | 7,516,280 | ADDED | 8.00 | |
ASML | ASML HOLDING N V | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BASE | COUCHBASE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CDAY | CERIDIAN HCM HLDG INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CFLT | CONFLUENT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CHWY | CHEWY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
DDOG | DATADOG INC | 1.43 | 8,000 | 988,800 | NEW | ||
DT | DYNATRACE INC | 9.38 | 140,000 | 6,501,600 | NEW | ||
FTNT | FORTINET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
INTC | INTEL CORP | 6.37 | 100,000 | 4,417,000 | NEW | ||
MDB | MONGODB INC | 11.95 | 23,100 | 8,284,580 | ADDED | 21.58 | |
META | META PLATFORMS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MNDY | MONDAY COM LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MRVL | MARVELL TECHNOLOGY INC | 6.13 | 60,000 | 4,252,800 | NEW | ||
MSFT | MICROSOFT CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NET | CLOUDFLARE INC | 5.59 | 40,000 | 3,873,200 | NEW | ||
NOW | SERVICENOW INC | 4.40 | 4,000 | 3,049,600 | NEW | ||
OKTA | OKTA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ORCL | ORACLE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
PAYC | PAYCOM SOFTWARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SMAR | SMARTSHEET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TEAM | ATLASSIAN CORPORATION | 8.44 | 30,000 | 5,853,300 | NEW | ||
TER | TERADYNE INC | 8.14 | 50,000 | 5,641,500 | REDUCED | -7.24 | |
TWLO | TWILIO INC | 6.62 | 75,000 | 4,586,250 | ADDED | 134 | |
U | UNITY SOFTWARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |