13Fprocessed
Form 13F — Institutional Holdings
EDGAR Filing Documents for 0000929638-25-004203
Summary
13F filing with 32 holdings
Filing Date
January 1, 2025
Accepted
—
Accession No.
0000929638-25-004203
CIK
0001555623
Holdings Reported
| Filer | Company | Shares | Value | Quarter | Put/Call |
|---|---|---|---|---|---|
| EDGAR Filing Documents for 0000929638-25-004203 | APPLE INC | 66,000 | $16,805,580 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | AMAZON COM INC | 751,500 | $165,006,855 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | APPLOVIN CORP | 98,000 | $70,416,920 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | BROADCOM INC | 572,500 | $188,873,475 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | ALIBABA GROUP HLDG LTD | 1,130,900 | $202,125,757 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | BLOOM ENERGY CORP | 3,420,000 | $289,229,400 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | CORE SCIENTIFIC INC | 365,500 | $6,557,070 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | SALESFORCE INC | 30,000 | $7,110,000 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | COREWEAVE INC | 139,000 | $19,022,150 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | FUTU HLDGS LTD | 526,800 | $91,615,788 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | ALPHABET INC | 348,900 | $84,974,595 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | ALPHABET INC | 852,000 | $207,121,200 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | ROBINHOOD MKTS INC | 760,000 | $108,816,800 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | LAM RESEARCH CORP | 75,000 | $10,042,500 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | META PLATFORMS INC | 203,000 | $149,079,140 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | MICROSOFT CORP | 490,700 | $254,158,065 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | NEBIUS GROUP N.V. | 76,000 | $8,532,520 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | NETFLIX INC | 5,200 | $6,234,384 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | NVIDIA CORPORATION | 2,340,360 | $436,664,369 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | ORACLE CORP | 530,562 | $149,215,257 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | PALO ALTO NETWORKS INC | 31,200 | $6,352,944 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | PDD HOLDINGS INC. | 490,000 | $64,763,300 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | SEA LTD | 626,000 | $111,884,980 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | SHOPIFY INC | 21,000 | $3,120,810 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | SNAP INC | 895,000 | $6,900,450 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | SANDISK CORP | 163,100 | $18,299,820 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | SEAGATE TECHNOLOGY HLDNGS PL | 722,000 | $170,435,320 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | TRIP COM GROUP LTD | 1,100,000 | $82,720,000 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | BARCLAYS BANK PLC | 213,300 | $7,073,028 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | WESTERN DIGITAL CORP | 920,000 | $110,455,200 | 2025-Q1 | — |
| EDGAR Filing Documents for 0000929638-25-004203 | ZEPP HEALTH CORP-ADR | 294,947 | $13,502,674 | 2025-Q1 | — |