Q1 2024 Holdings
Filed 2024-05-15 | 23 holdings | $165.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Jd.com Inc(JD)Call | SPON ADR CL A | 47215P106 | $32.9M | 1,200,000 | 19.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $14.9M | 277,220 | 9.0% |
| Beyond Inc(BBBY) | COM | 690370101 | $12.9M | 359,890 | 7.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $9.3M | 138,260 | 5.6% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $8.7M | 123,356 | 5.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $8.5M | 309,930 | 5.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $8.2M | 60,560 | 5.0% |
| Kraneshares Trust(KWEB)Call | CSI CHI INTERNET | 500767306 | $7.9M | 300,000 | 4.8% |
| LAS Vegas Sands Corp(LVS)Call | COM | 517834107 | $7.8M | 150,000 | 4.7% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $7.2M | 158,940 | 4.4% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $7.2M | 138,340 | 4.3% |
| Super Micro Computer Inc(SMCIUSD)Put | COM | 86800U104 | $7.1M | 7,000 | 4.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $5.5M | 81,450 | 3.3% |
| Coherent Corp(COHR) | COM | 19247G107 | $4.5M | 74,720 | 2.7% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $4.5M | 102,531 | 2.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.3M | 28,170 | 2.6% |
| SEA LTD(SE)Call | SPONSORD ADS | 81141R100 | $3.5M | 65,000 | 2.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $3.2M | 31,670 | 1.9% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $2.2M | 14,900 | 1.3% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $2.2M | 36,880 | 1.3% |
| Teradyne Inc(TER) | COM | 880770102 | $1.6M | 14,570 | 1.0% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $1.0M | 72,897 | 0.6% |
| Klaviyo Inc(KVYO) | COM SER A | 49845K101 | $51.0K | 2,000 | 0.0% |