CIK 0001656456 · ultimo deposito 13F: 2026-05-15 (confrontato con 2026-02-17)
| Titolo | Valore | Azioni | Variazione |
|---|---|---|---|
| AMAZON COM INC 023135106 |
$899,726,400 | 4,320,000 | +79% |
| MICRON TECHNOLOGY INC 595112103 |
$562,503,600 | 1,665,000 | +13% |
| ALPHABET INC 02079K107 |
$497,042,322 | 1,732,700 | -11% |
| UBER TECHNOLOGIES INC 90353T100 |
$455,512,550 | 6,332,720 | +201% |
| TAIWAN SEMICONDUCTOR MANUFAC 874039100 |
$448,628,625 | 1,327,500 | +31% |
| ALIBABA GROUP HLDG LTD 01609W102 |
$434,718,900 | 3,465,000 | -42% |
| VISTRA CORP 92840M102 |
$304,017,170 | 2,022,332 | +99% |
| ISHARES INC 464286772 |
$295,224,000 | 2,400,000 | +62% |
| NVIDIA CORPORATION 67066G104 |
$256,629,600 | 1,471,500 | -19% |
| NRG ENERGY INC 629377508 |
$253,471,354 | 1,734,442 | -3% |
| META PLATFORMS INC 30303M102 |
$249,734,745 | 436,500 | -37% |
| SANDISK CORP 80004C200 |
$178,689,375 | 281,250 | Nuova |
| CORNING INC 219350105 |
$153,578,115 | 1,129,500 | +12% |
| WHIRLPOOL CORP 963320106 |
$105,144,000 | 1,950,000 | -63% |
| PDD HOLDINGS INC 722304102 |
$91,962,000 | 900,000 | -54% |
| LAM RESEARCH CORP 512807306 |
$81,724,950 | 382,500 | +12% |
| BAIDU INC 056752108 |
$77,113,782 | 692,100 | +3% |
| L3HARRIS TECHNOLOGIES INC 502431109 |
$68,339,700 | 198,000 | -21% |
| RTX CORPORATION 75513E101 |
$65,971,800 | 342,000 | -28% |
| ASML HLDG NV N07059210 |
$65,381,085 | 49,500 | -2% |
| QUALCOMM INC 747525103 |
$64,211,382 | 498,613 | -67% |
| BALL CORP 058498106 |
$49,475,070 | 837,000 | -22% |
| ADVANCED MICRO DEVICES INC 007903107 |
$45,039,402 | 221,400 | -35% |
| JD.COM INC 47215P106 |
$38,588,850 | 1,305,000 | -68% |
| LYFT INC 55087P104 |
$35,910,000 | 2,700,000 | -51% |
| MICROSOFT CORP 594918104 |
$33,315,300 | 90,000 | -86% |
| KRANESHARES TRUST 500767306 |
$30,704,400 | 1,080,000 | -81% |
| ENERGY TRANSFER L P 29273V100 |
$30,419,213 | 1,576,125 | -16% |
| MPLX LP 55336V100 |
$28,675,392 | 502,460 | -14% |
| UNITEDHEALTH GROUP INC 91324P102 |
$24,353,100 | 90,000 | -63% |
| DEUTSCHE BK AG D18190898 |
$7,671,804 | 257,616 | -94% |
Titoli presenti nel deposito precedente (2026-02-17) e non piu' in quello attuale.
| Titolo |
|---|
| OWENS CORNING NEW |
| IQVIA HLDGS INC |
| GOODYEAR TIRE & RUBR CO |
| ISHARES TR |
| AMERICAN AIRLS GROUP INC |
| DELTA AIR LINES INC DEL |
| UNITED AIRLS HLDGS INC |
| MOHAWK INDS INC |