$802Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
ADBE | ADOBE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AMD | ADVANCED MICRO DEVICES INC | 11.59 | 515,657 | 93,070,900 | ADDED | 382 | |
APP | APPLOVIN CORP | 1.05 | 121,690 | 8,423,380 | NEW | ||
CAR | AVIS BUDGET GROUP | 1.16 | 75,705 | 9,270,830 | NEW | ||
CCL | CARNIVAL CORP | 2.24 | 1,100,000 | 17,974,000 | NEW | ||
CFLT | CONFLUENT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CPNG | COUPANG INC | 1.24 | 561,000 | 9,980,190 | NEW | ||
CRM | SALESFORCE INC | 7.68 | 204,643 | 61,634,400 | NEW | ||
CROX | CROCS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CVNA | CARVANA CO | 1.19 | 108,264 | 9,517,490 | NEW | ||
CZR | CAESARS ENTERTAINMENT INC NE | 0.67 | 123,770 | 5,413,700 | REDUCED | -66.82 | |
DISH | DISH NETWORK CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
DKNG | DRAFTKINGS INC NEW | 2.63 | 464,614 | 21,098,100 | REDUCED | -66.6 | |
FIVN | FIVE9 INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
FLT | FLEETCOR TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GTLB | GITLAB INC | 0.25 | 34,500 | 2,012,040 | NEW | ||
INTU | INTUIT | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
LPX | LOUISIANA PAC CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
LSPD | LIGHTSPEED COMMERCE INC | 5.48 | 3,128,080 | 43,980,900 | NEW | ||
MDB | MONGODB INC | 2.66 | 59,450 | 21,321,100 | NEW | ||
META | META PLATFORMS INC | 2.90 | 47,997 | 23,306,400 | ADDED | 57.38 | |
MRVL | MARVELL TECHNOLOGY INC | 3.99 | 452,083 | 32,043,600 | NEW | ||
MSFT | MICROSOFT CORP | 0.60 | 11,370 | 4,783,590 | REDUCED | -86.44 | |
MTCH | MATCH GROUP INC NEW | 0.91 | 200,667 | 7,280,200 | REDUCED | -70.52 | |
MU | MICRON TECHNOLOGY INC | 1.47 | 100,000 | 11,789,000 | REDUCED | -66.59 | |
NFLX | NETFLIX INC | 0.45 | 6,000 | 3,643,980 | ADDED | 32.51 | |
NKE | NIKE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NVDA | NVIDIA CORPORATION | 2.36 | 20,945 | 18,925,100 | ADDED | 21.92 | |
NXST | NEXSTAR MEDIA GROUP INC | 0.61 | 28,382 | 4,889,940 | REDUCED | -24.88 | |
OSTK | BEYOND INC | 17.10 | 3,823,060 | 137,286,000 | REDUCED | -8.38 | |
PCOR | PROCORE TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
PI | IMPINJ INC | 0.92 | 57,839 | 7,427,110 | NEW | ||
PINS | PINTEREST INC | 6.31 | 1,460,740 | 50,643,700 | ADDED | 116 | |
PLTR | PALANTIR TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
PSTG | PURE STORAGE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
RBLX | ROBLOX CORP | 5.19 | 1,092,000 | 41,692,600 | ADDED | 837 | |
RCL | ROYAL CARIBBEAN GROUP | 0.20 | 11,329 | 1,574,840 | NEW | ||
ROKU | ROKU INC | 0.99 | 121,645 | 7,927,600 | NEW | ||
SATS | ECHOSTAR CORP | 0.33 | 187,302 | 2,669,050 | NEW | ||
SIG | SIGNET JEWELERS LIMITED | 0.11 | 8,826 | 883,218 | NEW | ||
SMCI | SUPER MICRO COMPUTER INC | 0.19 | 1,500 | 1,515,040 | NEW | ||
SPOT | SPOTIFY TECHNOLOGY S A | 1.48 | 45,128 | 11,909,300 | NEW | ||
U | UNITY SOFTWARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
UPST | UPSTART HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
WDC | WESTERN DIGITAL CORP. | 9.06 | 1,065,570 | 72,714,800 | ADDED | 158 | |
Z | ZILLOW GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
COLOMBIER ACQUISITION CORP I | 0.54 | 415,350 | 4,332,100 | UNCHANGED | 0.00 | ||
REDDIT INC | 0.25 | 40,000 | 1,972,800 | NEW | |||
MAPLEBEAR INC | 0.12 | 25,279 | 942,654 | NEW | |||
PSQ HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |