CIK 0001649339 · ultimo deposito 13F: 2025-11-03 (confrontato con 2025-08-14)
| Titolo | Valore | Azioni | Variazione |
|---|---|---|---|
| PALANTIR TECHNOLOGIES INC 69608A108 |
$912,100,000 | 5,000,000 | Nuova |
| NVIDIA CORPORATION 67066G104 |
$186,580,000 | 1,000,000 | Nuova |
| PFIZER INC 717081103 |
$152,880,000 | 6,000,000 | Nuova |
| HALLIBURTON CO 406216101 |
$61,500,000 | 2,500,000 | Nuova |
| MOLINA HEALTHCARE INC 60855R100 |
$23,920,000 | 125,000 | Nuova |
| LULULEMON ATHLETICA INC 550021109 |
$17,793,000 | 100,000 | -83% |
| SLM CORP 78442P106 |
$13,287,895 | 480,054 | Nuova |
| BRUKER CORP 116794207 |
$13,137,181 | 48,334 | Nuova |
Titoli presenti nel deposito precedente (2025-08-14) e non piu' in quello attuale.
| Titolo |
|---|
| LAUDER ESTEE COS INC |
| JD.COM INC |
| META PLATFORMS INC |
| REGENERON PHARMACEUTICALS |
| UNITEDHEALTH GROUP INC |
| ALIBABA GROUP HLDG LTD |
| V F CORP |
| ASML HOLDING N V |
| BRUKER CORP |
| MERCADOLIBRE INC |