Q3 2026 Holdings
Filed 2026-10-27 | 8 holdings | $53.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.2M | 36,950 | 17.1% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $8.9M | 19,400 | 16.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.5M | 37,000 | 15.7% |
| Draftkings Inc New(DKNG)Call | COM CL A | 26142V105 | $8.1M | 427,000 | 15.0% |
| Flutter Entmt PLC(FLUT)Call | SHS | G3643J108 | $6.6M | 88,000 | 12.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $5.7M | 7,900 | 10.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.6M | 13,300 | 8.5% |
| Vestis Corporation(VSTS) | COM SHS | 29430C102 | $2.4M | 182,000 | 4.5% |