HBK INVESTMENTS L P Hedge Fund

Location: Dallas, TX

CIK: 0001011443 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $19.1B

Holdings (230)

SPY SPDR S&P 500 ETF TR 44.0%
Value $8.412B Shares 19,678,400 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 23.0%
Value $4.393B Shares 10,277,300 Est. Cost Unrealized
ACTIVISION BLIZZARD INC 5.9%
Value $1.124B Shares 12,000,000 Est. Cost $92.59 Unrealized
HORIZON THERAPEUTICS PUB L 4.8%
Value $923M Shares 7,978,967 Est. Cost $113.28 Unrealized
NATIONAL INSTRS CORP 2.0%
Value $391M Shares 6,551,546 Est. Cost $57.42 Unrealized
VMWARE INC 2.0%
Value $387M Shares 2,325,228 Est. Cost $139.34 Unrealized
ABCAM PLC 1.3%
Value $250M Shares 11,050,000 Est. Cost $22.63 Unrealized
SEAGEN INC 1.1%
Value $212M Shares 1,000,000 Est. Cost $204.27 Unrealized
SPLUNK INC 0.9%
Value $179M Shares 1,223,100 Est. Cost $144.66 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $166M Shares 463,700 Est. Cost Unrealized
IWM ISHARES TR 0.7%
Value $136M Shares 771,400 Est. Cost Unrealized
TXNM PNM RES INC 0.7%
Value $129M Shares 2,900,100 Est. Cost $48.47 Unrealized -7.9%
UPS UNITED PARCEL SERVICE INC 0.6%
Value $115M Shares 737,100 Est. Cost $154.55 Unrealized -1.9%
XOM EXXON MOBIL CORP 0.4%
Value $78.74M Shares 669,700 Est. Cost $101.01 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value $78.11M Shares 501,100 Est. Cost $154.55 Unrealized -1.9%
XOM EXXON MOBIL CORP 0.4%
Value $70.55M Shares 600,000 Est. Cost $101.01 Unrealized 0.0%
SIMO SILICON MOTION TECHNOLOGY CO 0.3%
Value $66.63M Shares 1,300,000 Est. Cost $62.58 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.3%
Value $64.68M Shares 140,000 Est. Cost $465.29 Unrealized +7.9%
QQQ INVESCO QQQ TR 0.3%
Value $58.65M Shares 163,700 Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 0.3%
Value $55.49M Shares 120,100 Est. Cost $465.29 Unrealized +7.9%
MONGODB INC 0.3%
Value $52.49M Shares 30,651,000 Est. Cost $1.45 Unrealized
NEW RELIC INC 0.3%
Value $51.37M Shares 600,000 Est. Cost $85.62 Unrealized
ROYAL CARIBBEAN GROUP 0.3%
Value $49.43M Shares 25,000,000 Est. Cost $1.98 Unrealized
MASI MASIMO CORP 0.3%
Value $48.22M Shares 550,000 Est. Cost $116.39 Unrealized 0.0%
PALO ALTO NETWORKS INC 0.2%
Value $47.14M Shares 20,000,000 Est. Cost $2.30 Unrealized
MSCI MSCI INC 0.2%
Value $45.05M Shares 87,800 Est. Cost Unrealized
MSCI MSCI INC 0.2%
Value $45.05M Shares 87,800 Est. Cost Unrealized
JETS ETF SER SOLUTIONS 0.2%
Value $39.25M Shares 2,305,000 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value $38.24M Shares 12,400 Est. Cost Unrealized
FORD MTR CO DEL 0.2%
Value $36.93M Shares 37,500,000 Est. Cost $1.00 Unrealized
TWO HARBORS INVENTMENT CORPO 0.2%
Value $36.07M Shares 39,100,000 Est. Cost $0.87 Unrealized
BXMT BLACKSTONE MTG TR INC 0.2%
Value $33.71M Shares 1,550,000 Est. Cost Unrealized
KVUE KENVUE INC 0.2%
Value $29.62M Shares 1,475,000 Est. Cost $21.04 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $27.26M Shares 295,800 Est. Cost Unrealized
CNK CINEMARK HLDGS INC 0.1%
Value $27.25M Shares 1,485,200 Est. Cost Unrealized
W WAYFAIR INC 0.1%
Value $26.93M Shares 444,600 Est. Cost Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value $26.3M Shares 500,000 Est. Cost $45.35 Unrealized 0.0%
MASI MASIMO CORP 0.1%
Value $25.87M Shares 295,000 Est. Cost $116.39 Unrealized 0.0%
EXACT SCIENCES CORP 0.1%
Value $24.2M Shares 28,000,000 Est. Cost $0.90 Unrealized
TRIP TRIPADVISOR INC 0.1%
Value $24.14M Shares 1,455,800 Est. Cost $16.65 Unrealized -2.0%
RITM RITHM CAPITAL CORP 0.1%
Value $23.58M Shares 2,538,200 Est. Cost $8.00 Unrealized
DASH DOORDASH INC 0.1%
Value $23.44M Shares 295,000 Est. Cost Unrealized
ACI ALBERTSONS COS INC 0.1%
Value $22.6M Shares 993,338 Est. Cost $19.31 Unrealized +7.9%
POST POST HLDGS INC 0.1%
Value $21.43M Shares 250,000 Est. Cost Unrealized
TRIPADVISOR INC 0.1%
Value $21.07M Shares 24,750,000 Est. Cost $0.83 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $20.26M Shares 235,200 Est. Cost Unrealized
OLN OLIN CORP 0.1%
Value $19.99M Shares 400,000 Est. Cost Unrealized
MFA MFA FINL INC 0.1%
Value $18.99M Shares 1,976,500 Est. Cost Unrealized
ETSY INC 0.1%
Value $18.98M Shares 25,000,000 Est. Cost $0.83 Unrealized
ZTO EXPRESS CAYMAN INC 0.1%
Value $18.86M Shares 19,500,000 Est. Cost $0.97 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $18.62M Shares 216,200 Est. Cost Unrealized
TDS TELEPHONE & DATA SYS INC 0.1%
Value $18.17M Shares 992,411 Est. Cost $14.44 Unrealized 0.0%
PAR TECHNOLOGY CORP 0.1%
Value $18.03M Shares 21,750,000 Est. Cost $0.79 Unrealized
AIRBNB INC 0.1%
Value $17.66M Shares 20,000,000 Est. Cost $0.88 Unrealized
ALTERYX INC 0.1%
Value $16.53M Shares 17,233,000 Est. Cost $0.93 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value $16.04M Shares 660,800 Est. Cost Unrealized
TCOM TRIP COM GROUP LTD 0.1%
Value $15.74M Shares 450,000 Est. Cost Unrealized
MASI MASIMO CORP 0.1%
Value $15.34M Shares 175,000 Est. Cost $116.39 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.1%
Value $14.95M Shares 850,000 Est. Cost Unrealized
ERIE ERIE INDTY CO 0.1%
Value $14.69M Shares 50,000 Est. Cost $241.38 Unrealized +3.8%
CNK CINEMARK HLDGS INC 0.1%
Value $14.42M Shares 785,600 Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $13.82M Shares 250,000 Est. Cost $55.87 Unrealized
F FORD MTR CO DEL 0.1%
Value $13.42M Shares 1,080,300 Est. Cost Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value $12.24M Shares 28,000 Est. Cost $415.60 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.1%
Value $12.24M Shares 28,000 Est. Cost $415.60 Unrealized 0.0%
NWSA NEWS CORP NEW 0.1%
Value $11.92M Shares 594,000 Est. Cost $17.78 Unrealized +12.0%
STWD STARWOOD PPTY TR INC 0.1%
Value $11.82M Shares 611,000 Est. Cost Unrealized
RWT REDWOOD TRUST INC 0.1%
Value $11.69M Shares 1,640,000 Est. Cost Unrealized
SPLUNK INC 0.1%
Value $11.49M Shares 10,678,000 Est. Cost $1.08 Unrealized
SNA SNAP ON INC 0.1%
Value $11.43M Shares 44,800 Est. Cost Unrealized
SNA SNAP ON INC 0.1%
Value $11.43M Shares 44,800 Est. Cost Unrealized
SKT TANGER FACTORY OUTLET CTRS I 0.1%
Value $11.3M Shares 500,000 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.1%
Value $11.13M Shares 264,800 Est. Cost Unrealized
PERFICIENT INC 0.1%
Value $11.02M Shares 13,700,000 Est. Cost $0.80 Unrealized
IMPINJ INC 0.1%
Value $10.98M Shares 12,550,000 Est. Cost $1.26 Unrealized
NOG NORTHERN OIL & GAS INC 0.1%
Value $10.84M Shares 269,400 Est. Cost Unrealized
BTU PEABODY ENERGY CORP 0.1%
Value $10.4M Shares 400,000 Est. Cost Unrealized
WELL WELLTOWER INC 0.1%
Value $9.827M Shares 119,964 Est. Cost $78.14 Unrealized 0.0%
PARAMOUNT GROUP INC 0.0%
Value $9.504M Shares 2,057,052 Est. Cost $4.50 Unrealized
SPLUNK INC 0.0%
Value $9.432M Shares 10,000,000 Est. Cost $0.94 Unrealized
CNM CORE & MAIN INC 0.0%
Value $9.065M Shares 314,200 Est. Cost Unrealized
KR KROGER CO 0.0%
Value $8.95M Shares 200,000 Est. Cost $45.00 Unrealized -0.8%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value $8.574M Shares 267,600 Est. Cost Unrealized
ARCH RESOURCES INC 0.0%
Value $8.533M Shares 50,000 Est. Cost Unrealized
AGNC AGNC INVT CORP 0.0%
Value $8.496M Shares 900,000 Est. Cost Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $8.487M Shares 438,600 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $8.441M Shares 38,200 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $8.441M Shares 38,200 Est. Cost Unrealized
RWT HLDGS INC 0.0%
Value $8.337M Shares 9,056,000 Est. Cost $0.90 Unrealized
DXCM DEXCOM INC 0.0%
Value $8.239M Shares 88,307 Est. Cost $118.32 Unrealized -4.7%
ECPG ENCORE CAP GROUP INC 0.0%
Value $8.076M Shares 169,100 Est. Cost Unrealized
ATLANTICA SUSTAINABLE INFRA 0.0%
Value $7.938M Shares 8,600,000 Est. Cost $1.02 Unrealized
BLACKLINE INC 0.0%
Value $7.739M Shares 8,996,000 Est. Cost $0.85 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $7.525M Shares 23,832 Est. Cost $308.61 Unrealized +5.2%
MIDD MIDDLEBY CORP 0.0%
Value $7.462M Shares 58,300 Est. Cost $142.09 Unrealized 0.0%
W WAYFAIR INC 0.0%
Value $7.42M Shares 122,500 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.0%
Value $7.325M Shares 23,200 Est. Cost $308.61 Unrealized +5.2%
V VISA INC 0.0%
Value $7.314M Shares 31,800 Est. Cost Unrealized
CHIMERA INVT CORP 0.0%
Value $7.098M Shares 1,300,000 Est. Cost $5.71 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value $7.077M Shares 292,800 Est. Cost Unrealized
GTES GATES INDL CORP PLC 0.0%
Value $6.966M Shares 600,000 Est. Cost $12.60 Unrealized -1.2%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value $6.78M Shares 300,000 Est. Cost $25.22 Unrealized 0.0%
WAYFAIR INC 0.0%
Value $6.607M Shares 8,100,000 Est. Cost $0.72 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $6.601M Shares 243,836 Est. Cost $29.51 Unrealized +4.7%
LIBERTY MEDIA CORP DEL 0.0%
Value $6.584M Shares 258,699 Est. Cost $25.45 Unrealized
SNAP INC 0.0%
Value $6.312M Shares 8,500,000 Est. Cost $0.74 Unrealized
QCOM QUALCOMM INC 0.0%
Value $6.222M Shares 56,022 Est. Cost $109.70 Unrealized +0.3%
QCOM QUALCOMM INC 0.0%
Value $6.119M Shares 55,100 Est. Cost $109.70 Unrealized +0.3%
SEA LTD 0.0%
Value $6M Shares 7,500,000 Est. Cost $0.79 Unrealized
ERIE ERIE INDTY CO 0.0%
Value $5.962M Shares 20,295 Est. Cost $241.38 Unrealized +3.8%
NIO NIO INC 0.0%
Value $5.786M Shares 640,000 Est. Cost Unrealized
PMT PENNYMAC MTG INVT TR 0.0%
Value $5.704M Shares 460,000 Est. Cost Unrealized
BDC BELDEN INC 0.0%
Value $5.61M Shares 58,100 Est. Cost Unrealized
PAR PAR TECHNOLOGY CORP 0.0%
Value $5.245M Shares 136,100 Est. Cost Unrealized
OPRA OPERA LTD 0.0%
Value $5.072M Shares 450,000 Est. Cost $11.27 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $5.021M Shares 30,000 Est. Cost $155.44 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $4.789M Shares 19,141 Est. Cost $249.86 Unrealized +2.8%
TSLA TESLA INC 0.0%
Value $4.754M Shares 19,000 Est. Cost $249.86 Unrealized +2.8%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $4.589M Shares 17,500 Est. Cost Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $4.589M Shares 17,500 Est. Cost Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value $4.5M Shares 294,319 Est. Cost $15.12 Unrealized -2.7%
SE SEA LTD 0.0%
Value $4.329M Shares 98,500 Est. Cost $58.04 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $4.327M Shares 94,081 Est. Cost $38.18 Unrealized +19.7%
AD UNITED STATES CELLULAR CORP 0.0%
Value $4.267M Shares 99,300 Est. Cost Unrealized
ALIT ALIGHT INC 0.0%
Value $4.254M Shares 600,000 Est. Cost $8.52 Unrealized -5.8%
CCL CARNIVAL CORP 0.0%
Value $4.087M Shares 297,900 Est. Cost $11.70 Unrealized +41.7%
MTCH MATCH GROUP INC NEW 0.0%
Value $3.931M Shares 100,356 Est. Cost $42.91 Unrealized +0.9%
EFC ELLINGTON FINANCIAL INC 0.0%
Value $3.782M Shares 303,316 Est. Cost $12.67 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value $3.742M Shares 31,148 Est. Cost $160.18 Unrealized -11.1%
IYR ISHARES TR 0.0%
Value $3.712M Shares 47,500 Est. Cost $86.54 Unrealized
V VISA INC 0.0%
Value $3.657M Shares 15,900 Est. Cost Unrealized
ALTERYX INC 0.0%
Value $3.647M Shares 96,754 Est. Cost $40.58 Unrealized
NTNX NUTANIX INC 0.0%
Value $3.608M Shares 103,434 Est. Cost $30.48 Unrealized +3.0%
XOM EXXON MOBIL CORP 0.0%
Value $3.554M Shares 30,229 Est. Cost $101.01 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value $3.472M Shares 140,440 Est. Cost $25.57 Unrealized 0.0%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $3.42M Shares 125,000 Est. Cost $21.35 Unrealized 0.0%
ALTERYX INC 0.0%
Value $3.354M Shares 89,000 Est. Cost $40.58 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value $3.34M Shares 131,173 Est. Cost $25.46 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $3.333M Shares 57,005 Est. Cost $64.97 Unrealized 0.0%
Z ZILLOW GROUP INC 0.0%
Value $3.275M Shares 70,945 Est. Cost $51.40 Unrealized 0.0%
RKT ROCKET COS INC 0.0%
Value $3.272M Shares 400,000 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $3.256M Shares 55,700 Est. Cost $64.97 Unrealized 0.0%
PENNYMAC CORP 0.0%
Value $3.255M Shares 3,650,000 Est. Cost $0.87 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $3.132M Shares 34,800 Est. Cost $83.48 Unrealized 0.0%
DISH NETWORK CORPORATION 0.0%
Value $3.07M Shares 523,848 Est. Cost $5.86 Unrealized
BMBL BUMBLE INC 0.0%
Value $2.984M Shares 200,000 Est. Cost $22.58 Unrealized -25.1%
JOYY INC 0.0%
Value $2.861M Shares 3,000,000 Est. Cost $0.95 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value $2.821M Shares 82,500 Est. Cost Unrealized
WOLFSPEED INC 0.0%
Value $2.692M Shares 2,500,000 Est. Cost $1.08 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value $2.299M Shares 93,600 Est. Cost $41.36 Unrealized -22.5%
ACHR ARCHER AVIATION INC 0.0%
Value $2.277M Shares 450,000 Est. Cost $5.74 Unrealized 0.0%
REDWOOD TRUST INC 0.0%
Value $2.263M Shares 2,500,000 Est. Cost $0.85 Unrealized
GSHD GOOSEHEAD INS INC 0.0%
Value $2.236M Shares 30,000 Est. Cost Unrealized
CART MAPLEBEAR INC 0.0%
Value $2.227M Shares 75,000 Est. Cost $30.31 Unrealized 0.0%
MTN VAIL RESORTS INC 0.0%
Value $2.219M Shares 10,000 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $2.111M Shares 4,800 Est. Cost Unrealized
NXT NEXTRACKER INC 0.0%
Value $2.008M Shares 50,000 Est. Cost $31.66 Unrealized +27.9%
SHAK SHAKE SHACK INC 0.0%
Value $1.951M Shares 33,600 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $1.942M Shares 80,000 Est. Cost Unrealized
NTNX NUTANIX INC 0.0%
Value $1.918M Shares 55,000 Est. Cost $30.48 Unrealized +3.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $1.881M Shares 100,000 Est. Cost Unrealized
BLACKROCK ESG CAP ALLC TERM 0.0%
Value $1.834M Shares 123,986 Est. Cost $15.31 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.76M Shares 65,000 Est. Cost $29.51 Unrealized +4.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.76M Shares 65,000 Est. Cost $29.51 Unrealized +4.7%
TWO TWO HBRS INVT CORP 0.0%
Value $1.744M Shares 131,700 Est. Cost Unrealized
WELL WELLTOWER INC 0.0%
Value $1.737M Shares 21,200 Est. Cost $78.14 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $1.737M Shares 21,200 Est. Cost $78.14 Unrealized 0.0%
LIVENT CORP 0.0%
Value $1.726M Shares 93,749 Est. Cost $22.22 Unrealized
S SENTINELONE INC 0.0%
Value $1.686M Shares 100,000 Est. Cost $15.80 Unrealized 0.0%
S SENTINELONE INC 0.0%
Value $1.686M Shares 100,000 Est. Cost $15.80 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.0%
Value $1.563M Shares 94,290 Est. Cost $16.65 Unrealized -2.0%
EYE NATIONAL VISION HLDGS INC 0.0%
Value $1.557M Shares 96,235 Est. Cost $20.01 Unrealized 0.0%
BLACKROCK INNOVATION AND GRW 0.0%
Value $1.368M Shares 196,500 Est. Cost $7.49 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value $1.366M Shares 24,233 Est. Cost $52.60 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1.322M Shares 7,900 Est. Cost $155.44 Unrealized 0.0%
SPLUNK INC 0.0%
Value $1.287M Shares 8,800 Est. Cost $144.66 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value $1.273M Shares 50,000 Est. Cost $25.46 Unrealized
DXCM DEXCOM INC 0.0%
Value $1.26M Shares 13,500 Est. Cost $118.32 Unrealized -4.7%
DXCM DEXCOM INC 0.0%
Value $1.26M Shares 13,500 Est. Cost $118.32 Unrealized -4.7%
EMR EMERSON ELEC CO 0.0%
Value $1.246M Shares 12,900 Est. Cost $80.08 Unrealized +13.8%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.197M Shares 26,358 Est. Cost $45.43 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $1.124M Shares 10,900 Est. Cost $111.11 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value $1.12M Shares 8,161 Est. Cost $138.06 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value $1.111M Shares 8,100 Est. Cost $138.06 Unrealized 0.0%
MGRC MCGRATH RENTCORP 0.0%
Value $1.106M Shares 11,030 Est. Cost $97.39 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value $1.101M Shares 11,400 Est. Cost $80.08 Unrealized +13.8%
MAC MACERICH CO 0.0%
Value $1.1M Shares 100,800 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $1.049M Shares 13,978 Est. Cost $84.28 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value $1.044M Shares 13,900 Est. Cost $84.28 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.0%
Value $1.033M Shares 62,300 Est. Cost $16.65 Unrealized -2.0%
RC READY CAPITAL CORP 0.0%
Value $1.011M Shares 100,000 Est. Cost Unrealized
WK WORKIVA INC 0.0%
Value $1.001M Shares 9,879 Est. Cost $103.93 Unrealized 0.0%
GRBK GREEN BRICK PARTNERS INC 0.0%
Value $972K Shares 23,404 Est. Cost $49.98 Unrealized 0.0%
Z ZILLOW GROUP INC 0.0%
Value $923K Shares 20,000 Est. Cost $51.40 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value $896K Shares 7,000 Est. Cost $142.09 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value $896K Shares 7,000 Est. Cost $142.09 Unrealized 0.0%
SE SEA LTD 0.0%
Value $850K Shares 19,346 Est. Cost $58.04 Unrealized
T AT&T INC 0.0%
Value $832K Shares 55,400 Est. Cost Unrealized
RKT ROCKET COS INC 0.0%
Value $818K Shares 100,000 Est. Cost Unrealized
TRNS TRANSCAT INC 0.0%
Value $735K Shares 7,500 Est. Cost $95.58 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $720K Shares 8,000 Est. Cost $83.48 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $720K Shares 8,000 Est. Cost $83.48 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value $701K Shares 12,849 Est. Cost $60.59 Unrealized 0.0%
NTNX NUTANIX INC 0.0%
Value $698K Shares 20,000 Est. Cost $30.48 Unrealized +3.0%
SHOP SHOPIFY INC 0.0%
Value $693K Shares 12,700 Est. Cost $60.59 Unrealized 0.0%
Z ZILLOW GROUP INC 0.0%
Value $692K Shares 15,000 Est. Cost $51.40 Unrealized 0.0%
GENI GENIUS SPORTS LIMITED 0.0%
Value $666K Shares 125,000 Est. Cost $6.62 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value $642K Shares 7,049 Est. Cost $98.92 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value $638K Shares 7,000 Est. Cost $98.92 Unrealized 0.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value $621K Shares 38,500 Est. Cost $34.53 Unrealized
NOW SERVICENOW INC 0.0%
Value $619K Shares 1,108 Est. Cost $114.08 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $615K Shares 1,100 Est. Cost $114.08 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value $588K Shares 15,000 Est. Cost $42.91 Unrealized +0.9%
MTCH MATCH GROUP INC NEW 0.0%
Value $588K Shares 15,000 Est. Cost $42.91 Unrealized +0.9%
NBIS YANDEX N V 0.0%
Value $511K Shares 68,700 Est. Cost Unrealized
EYE NATIONAL VISION HLDGS INC 0.0%
Value $485K Shares 30,000 Est. Cost $20.01 Unrealized 0.0%
EYE NATIONAL VISION HLDGS INC 0.0%
Value $485K Shares 30,000 Est. Cost $20.01 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $469K Shares 2,000 Est. Cost Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value $421K Shares 3,500 Est. Cost $160.18 Unrealized -11.1%
ENPH ENPHASE ENERGY INC 0.0%
Value $421K Shares 3,500 Est. Cost $160.18 Unrealized -11.1%
PINS PINTEREST INC 0.0%
Value $403K Shares 14,899 Est. Cost $27.30 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value $400K Shares 14,800 Est. Cost $27.30 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.0%
Value $314K Shares 13,800 Est. Cost $19.31 Unrealized +7.9%
AER AERCAP HOLDINGS NV 0.0%
Value $313K Shares 5,000 Est. Cost $61.98 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.0%
Value $279K Shares 637 Est. Cost $415.60 Unrealized 0.0%
EEFT EURONET WORLDWIDE INC 0.0%
Value $238K Shares 2,999 Est. Cost $111.80 Unrealized -16.9%
XBFZX BLACKROCK CALIF MUN INCOME T 0.0%
Value $213K Shares 20,700 Est. Cost $10.29 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $146K Shares 13,400 Est. Cost Unrealized
ARMOUR RESIDENTIAL REIT INC 0.0%
Value $115K Shares 27,000 Est. Cost Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value $105K Shares 12,827 Est. Cost Unrealized