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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $10.1M | 48400 | 14.54% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $9.6M | 28300 | 13.80% |
| 3 | DRAFTKINGS INC NEWCALL | $9.2M | 427000 | 13.32% |
| 4 | FLUTTER ENTMT PLCCALL | $9.0M | 88000 | 12.94% |
| 5 | NVIDIA CORPORATION | $6.1M | 35200 | 8.86% |
| 6 | ROCKET COS INC | $4.2M | 298000 | 6.13% |
| 7 | SPORTRADAR GROUP AG | $3.9M | 234100 | 5.65% |
| 8 | KKR & CO INC | $3.7M | 39900 | 5.32% |
| 9 | META PLATFORMS INC | $3.1M | 5500 | 4.54% |
| 10 | VISTRA CORP | $2.6M | 17600 | 3.82% |
| 11 | TALEN ENERGY CORP | $2.5M | 7800 | 3.59% |
| 12 | ASML HLDG NV | $2.4M | 1800 | 3.43% |
| 13 | VALMONT INDS INC | $1.7M | 4300 | 2.48% |
| 14 | ATAIBECKLEY INC | $1.1M | 305802 | 1.56% |
| 15 | MOMENTUS INC | $10K | 500000 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.