Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | $45.8M | 80000 | 23.27% |
| 2 | NETFLIX INC. | $36.1M | 375000 | 18.33% |
| 3 | ON HLDG AG | $32.4M | 951175 | 16.45% |
| 4 | DOORDASH INC | $18.4M | 122500 | 9.35% |
| 5 | ROBINHOOD MKTS INC | $13.9M | 200000 | 7.05% |
| 6 | SHARKNINJA INC | $13.2M | 125000 | 6.73% |
| 7 | ALPHABET INC | $13.0M | 45262 | 6.62% |
| 8 | CHIME FINL INC | $9.9M | 528556 | 5.03% |
| 9 | NVIDIA CORPORATION | $7.0M | 40000 | 3.55% |
| 10 | AMER SPORTS INC | $5.4M | 164526 | 2.75% |
| 11 | DIREXION SHARES ETF TRUST | $1.7M | 20000 | 0.88% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.