Portman Square Capital LLP Hedge Fund

CIK: 0001966898 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $3,763,964 (95.3% shares, 4.7% debt)

Holdings (213)

KKR & CO INC 3.8%
Value ($000) $142,013 Shares 2,900,000 Est. Cost $48.97 Unrealized
NEE NEXTERA ENERGY INC 3.6%
Value ($000) $134,216 Shares 1,893,300 Est. Cost Unrealized
SEAGATE HDD CAYMAN 3.3%
Value ($000) $122,999 Shares 102,000,000 Est. Cost $1.31 Unrealized
KKR KKR & CO INC 2.7%
Value ($000) $99,795 Shares 863,200 Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT IN 2.5%
Value ($000) $95,258 Shares 729,500 Est. Cost $96.70 Unrealized +41.2%
NEXTERA ENERGY INC 2.5%
Value ($000) $92,756 Shares 2,051,000 Est. Cost $45.77 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 2.4%
Value ($000) $91,958 Shares 1,082,500 Est. Cost $96.48 Unrealized -3.8%
WEC WEC ENERGY GROUP INC 2.4%
Value ($000) $89,691 Shares 823,000 Est. Cost Unrealized
BA BOEING CO 2.3%
Value ($000) $84,849 Shares 497,500 Est. Cost Unrealized
BAC BANK AMERICA CORP 1.7%
Value ($000) $63,375 Shares 1,518,700 Est. Cost $43.62 Unrealized 0.0%
BOEING CO 1.5%
Value ($000) $56,301 Shares 952,000 Est. Cost $60.81 Unrealized
PCG PG&E CORP 1.5%
Value ($000) $55,416 Shares 3,225,600 Est. Cost $18.02 Unrealized -8.7%
UGI UGI CORP NEW 1.4%
Value ($000) $51,596 Shares 1,560,200 Est. Cost $25.54 Unrealized +24.0%
ARES MANAGEMENT CORPORATION 1.3%
Value ($000) $49,833 Shares 1,050,000 Est. Cost $47.46 Unrealized
LOW LOWES COS INC 1.3%
Value ($000) $49,328 Shares 211,500 Est. Cost $242.06 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 1.3%
Value ($000) $49,114 Shares 335,000 Est. Cost Unrealized
NFLX NETFLIX INC 1.3%
Value ($000) $48,865 Shares 52,400 Est. Cost Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $46,891 Shares 223,800 Est. Cost Unrealized
EOG EOG RES INC 1.2%
Value ($000) $46,820 Shares 365,100 Est. Cost $119.76 Unrealized +4.5%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $46,189 Shares 276,100 Est. Cost Unrealized
HEWLETT PACKARD ENTERPRISE C 1.2%
Value ($000) $45,353 Shares 950,000 Est. Cost $47.74 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $44,765 Shares 376,400 Est. Cost Unrealized
GPN GLOBAL PMTS INC 1.2%
Value ($000) $43,574 Shares 445,000 Est. Cost Unrealized
ALB ALBEMARLE CORP 1.0%
Value ($000) $38,257 Shares 531,200 Est. Cost Unrealized
PODD INSULET CORP 1.0%
Value ($000) $37,737 Shares 143,700 Est. Cost $210.07 Unrealized +28.8%
CCL CARNIVAL CORP 1.0%
Value ($000) $36,535 Shares 1,870,700 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.9%
Value ($000) $35,754 Shares 348,000 Est. Cost $111.19 Unrealized 0.0%
BAC BANK AMERICA CORP 0.9%
Value ($000) $34,719 Shares 832,000 Est. Cost $43.62 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.9%
Value ($000) $33,613 Shares 2,178,400 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $33,500 Shares 202,000 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $32,284 Shares 58,900 Est. Cost Unrealized
CF CF INDS HLDGS INC 0.9%
Value ($000) $32,018 Shares 409,700 Est. Cost $82.15 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.8%
Value ($000) $31,815 Shares 240,600 Est. Cost $84.79 Unrealized
GPN GLOBAL PMTS INC 0.8%
Value ($000) $29,141 Shares 297,600 Est. Cost Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $29,060 Shares 124,600 Est. Cost $242.06 Unrealized 0.0%
EOG EOG RES INC 0.8%
Value ($000) $28,995 Shares 226,100 Est. Cost $119.76 Unrealized +4.5%
MSTR MICROSTRATEGY INC 0.8%
Value ($000) $28,827 Shares 100,000 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.7%
Value ($000) $28,175 Shares 350,000 Est. Cost $102.58 Unrealized -12.5%
RF REGIONS FINANCIAL CORP NEW 0.7%
Value ($000) $28,053 Shares 1,291,000 Est. Cost $22.41 Unrealized 0.0%
NFLX NETFLIX INC 0.7%
Value ($000) $27,137 Shares 29,100 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $26,449 Shares 650,000 Est. Cost Unrealized
VENTAS RLTY LTD PARTNERSHIP 0.7%
Value ($000) $26,231 Shares 20,350,000 Est. Cost $1.21 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.7%
Value ($000) $25,834 Shares 883,500 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $25,796 Shares 154,200 Est. Cost Unrealized
APOLLO GLOBAL MGMT INC 0.7%
Value ($000) $25,662 Shares 350,000 Est. Cost $73.32 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $25,332 Shares 213,000 Est. Cost Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $25,247 Shares 120,500 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $24,288 Shares 64,700 Est. Cost $405.08 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.6%
Value ($000) $24,205 Shares 500,000 Est. Cost Unrealized
CROX CROCS INC 0.6%
Value ($000) $24,129 Shares 227,200 Est. Cost Unrealized
SKECHERS U S A INC 0.6%
Value ($000) $22,939 Shares 404,000 Est. Cost $56.78 Unrealized
VTR VENTAS INC 0.6%
Value ($000) $22,347 Shares 325,000 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.6%
Value ($000) $21,274 Shares 310,300 Est. Cost $76.43 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $20,829 Shares 38,000 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.5%
Value ($000) $20,541 Shares 150,000 Est. Cost Unrealized
TLT ISHARES TR 0.5%
Value ($000) $20,482 Shares 225,000 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.5%
Value ($000) $19,185 Shares 882,900 Est. Cost $22.41 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $18,935 Shares 184,300 Est. Cost $111.19 Unrealized 0.0%
ADBE ADOBE INC 0.5%
Value ($000) $18,678 Shares 48,700 Est. Cost Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $17,819 Shares 116,000 Est. Cost $159.68 Unrealized 0.0%
CF CF INDS HLDGS INC 0.5%
Value ($000) $17,810 Shares 227,900 Est. Cost $82.15 Unrealized 0.0%
ABNB AIRBNB INC 0.5%
Value ($000) $17,417 Shares 145,800 Est. Cost $133.97 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.5%
Value ($000) $17,081 Shares 900,900 Est. Cost $24.08 Unrealized 0.0%
AAPL APPLE INC 0.4%
Value ($000) $16,793 Shares 75,600 Est. Cost $230.77 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $16,717 Shares 100,800 Est. Cost Unrealized
DUKE ENERGY CORP NEW 0.4%
Value ($000) $16,276 Shares 15,000,000 Est. Cost $1.09 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $15,781 Shares 103,000 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $15,490 Shares 50,700 Est. Cost Unrealized
USO UNITED STS OIL FD LP 0.4%
Value ($000) $15,466 Shares 200,000 Est. Cost Unrealized
PODD INSULET CORP 0.4%
Value ($000) $15,398 Shares 58,634 Est. Cost $210.07 Unrealized +28.8%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $15,310 Shares 105,500 Est. Cost $166.66 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $14,481 Shares 28,500 Est. Cost Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $14,201 Shares 244,800 Est. Cost Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.4%
Value ($000) $13,952 Shares 195,000 Est. Cost Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $13,909 Shares 225,400 Est. Cost Unrealized
SKECHERS U S A INC 0.4%
Value ($000) $13,854 Shares 244,000 Est. Cost $56.78 Unrealized
CROX CROCS INC 0.4%
Value ($000) $13,710 Shares 129,100 Est. Cost Unrealized
BHP BHP GROUP LTD 0.4%
Value ($000) $13,261 Shares 273,200 Est. Cost $48.54 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $13,170 Shares 125,400 Est. Cost $111.93 Unrealized -13.5%
TTEK TETRA TECH INC NEW 0.3%
Value ($000) $13,163 Shares 450,000 Est. Cost $44.89 Unrealized -25.3%
RIO RIO TINTO PLC 0.3%
Value ($000) $12,959 Shares 215,700 Est. Cost Unrealized
PDD PDD HOLDINGS INC 0.3%
Value ($000) $12,711 Shares 107,400 Est. Cost Unrealized
ALBEMARLE CORP 0.3%
Value ($000) $12,591 Shares 350,000 Est. Cost $35.98 Unrealized
Z ZILLOW GROUP INC 0.3%
Value ($000) $12,546 Shares 183,000 Est. Cost $76.43 Unrealized 0.0%
FLR FLUOR CORP NEW 0.3%
Value ($000) $12,537 Shares 350,000 Est. Cost $43.19 Unrealized 0.0%
STT STATE STR CORP 0.3%
Value ($000) $12,507 Shares 139,700 Est. Cost $92.75 Unrealized 0.0%
MSFT MICROSOFT CORP 0.3%
Value ($000) $12,012 Shares 32,000 Est. Cost $405.08 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $11,639 Shares 72,800 Est. Cost $184.40 Unrealized -14.8%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $11,544 Shares 87,300 Est. Cost $84.79 Unrealized
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $11,517 Shares 2,500 Est. Cost $4749.08 Unrealized 0.0%
UNP UNION PAC CORP 0.3%
Value ($000) $11,363 Shares 48,100 Est. Cost Unrealized
W WAYFAIR INC 0.3%
Value ($000) $11,211 Shares 350,000 Est. Cost $46.77 Unrealized -11.1%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $11,136 Shares 91,300 Est. Cost Unrealized
ENOV ENOVIS CORPORATION 0.3%
Value ($000) $11,089 Shares 290,200 Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $10,925 Shares 5,600 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $10,650 Shares 220,000 Est. Cost Unrealized
STARWOOD PPTY TR INC 0.3%
Value ($000) $10,592 Shares 10,000,000 Est. Cost $1.04 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.3%
Value ($000) $10,561 Shares 305,500 Est. Cost $33.03 Unrealized +2.1%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $10,480 Shares 34,300 Est. Cost Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $10,422 Shares 31,600 Est. Cost $351.95 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $10,291 Shares 282,500 Est. Cost $41.48 Unrealized 0.0%
SYNA SYNAPTICS INC 0.3%
Value ($000) $10,265 Shares 161,100 Est. Cost $72.47 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.3%
Value ($000) $10,109 Shares 533,200 Est. Cost $24.08 Unrealized 0.0%
W WAYFAIR INC 0.3%
Value ($000) $9,968 Shares 311,213 Est. Cost $46.77 Unrealized -11.1%
STWD STARWOOD PPTY TR INC 0.3%
Value ($000) $9,885 Shares 500,000 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $9,817 Shares 58,400 Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $9,721 Shares 36,000 Est. Cost $208.30 Unrealized +23.4%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $9,644 Shares 123,200 Est. Cost Unrealized
AAPL APPLE INC 0.3%
Value ($000) $9,529 Shares 42,900 Est. Cost $230.77 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $9,501 Shares 18,700 Est. Cost Unrealized
ABNB AIRBNB INC 0.3%
Value ($000) $9,485 Shares 79,400 Est. Cost $133.97 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $9,471 Shares 76,700 Est. Cost $119.26 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $9,205 Shares 69,700 Est. Cost Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $9,166 Shares 23,900 Est. Cost Unrealized
CNMD CONMED CORP 0.2%
Value ($000) $9,083 Shares 150,400 Est. Cost $69.45 Unrealized -8.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $9,048 Shares 58,900 Est. Cost $159.68 Unrealized 0.0%
IQ IQIYI INC 0.2%
Value ($000) $8,988 Shares 3,977,200 Est. Cost Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $8,979 Shares 145,500 Est. Cost Unrealized
UNITED STATES STL CORP NEW 0.2%
Value ($000) $8,777 Shares 207,700 Est. Cost Unrealized
BHP BHP GROUP LTD 0.2%
Value ($000) $8,689 Shares 179,000 Est. Cost $48.54 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $8,685 Shares 82,700 Est. Cost $111.93 Unrealized -13.5%
BL BLACKLINE INC 0.2%
Value ($000) $8,619 Shares 178,000 Est. Cost Unrealized
STT STATE STR CORP 0.2%
Value ($000) $8,532 Shares 95,300 Est. Cost $92.75 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $8,519 Shares 10,700 Est. Cost $192.75 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.2%
Value ($000) $8,421 Shares 269,900 Est. Cost Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $8,398 Shares 13,400 Est. Cost $682.18 Unrealized 0.0%
RIO RIO TINTO PLC 0.2%
Value ($000) $8,351 Shares 139,000 Est. Cost Unrealized
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $8,229 Shares 247,800 Est. Cost $41.08 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS 0.2%
Value ($000) $8,197 Shares 86,000 Est. Cost $112.07 Unrealized +1.7%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $8,191 Shares 98,100 Est. Cost $93.68 Unrealized -9.7%
AR ANTERO RESOURCES CORP 0.2%
Value ($000) $8,039 Shares 198,800 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $7,985 Shares 109,600 Est. Cost Unrealized
PDD PDD HOLDINGS INC 0.2%
Value ($000) $7,847 Shares 66,300 Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $7,834 Shares 49,000 Est. Cost $184.40 Unrealized -14.8%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $7,832 Shares 1,700 Est. Cost $4749.08 Unrealized 0.0%
ITRI ITRON INC 0.2%
Value ($000) $7,647 Shares 73,000 Est. Cost $100.87 Unrealized +3.8%
NET CLOUDFLARE INC 0.2%
Value ($000) $7,561 Shares 67,100 Est. Cost $132.56 Unrealized 0.0%
BP BP PLC 0.2%
Value ($000) $7,517 Shares 222,454 Est. Cost $33.91 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $7,416 Shares 51,100 Est. Cost $166.66 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.2%
Value ($000) $7,223 Shares 380,948 Est. Cost $24.08 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $7,218 Shares 3,700 Est. Cost Unrealized
EZPW EZCORP INC 0.2%
Value ($000) $7,066 Shares 480,000 Est. Cost Unrealized
WGO WINNEBAGO INDS INC 0.2%
Value ($000) $6,892 Shares 200,000 Est. Cost $59.84 Unrealized -29.2%
CAT CATERPILLAR INC 0.2%
Value ($000) $6,794 Shares 20,600 Est. Cost $351.95 Unrealized 0.0%
PSN PARSONS CORP DEL 0.2%
Value ($000) $6,300 Shares 106,400 Est. Cost $72.41 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.2%
Value ($000) $6,299 Shares 172,900 Est. Cost $41.48 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $6,186 Shares 36,800 Est. Cost Unrealized
SKECHERS U S A INC 0.2%
Value ($000) $6,110 Shares 107,600 Est. Cost $56.78 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $6,108 Shares 105,300 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $6,062 Shares 35,200 Est. Cost $242.13 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $5,812 Shares 7,300 Est. Cost $192.75 Unrealized 0.0%
URI UNITED RENTALS INC 0.2%
Value ($000) $5,703 Shares 9,100 Est. Cost $682.18 Unrealized 0.0%
GUESS INC 0.1%
Value ($000) $5,417 Shares 489,300 Est. Cost Unrealized
EWY ISHARES INC 0.1%
Value ($000) $5,404 Shares 100,000 Est. Cost $54.04 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $5,056 Shares 21,400 Est. Cost Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $5,037 Shares 44,700 Est. Cost $132.56 Unrealized 0.0%
MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $5,033 Shares 100,000 Est. Cost $50.33 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $5,031 Shares 151,500 Est. Cost $41.08 Unrealized 0.0%
NEXTERA ENERGY INC 0.1%
Value ($000) $4,815 Shares 100,000 Est. Cost $48.15 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.1%
Value ($000) $4,814 Shares 139,247 Est. Cost $33.03 Unrealized +2.1%
LOW LOWES COS INC 0.1%
Value ($000) $4,754 Shares 20,384 Est. Cost $242.06 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $4,678 Shares 45,537 Est. Cost $111.19 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $4,299 Shares 106,328 Est. Cost $50.09 Unrealized -5.7%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $4,094 Shares 52,300 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $4,013 Shares 32,500 Est. Cost $119.26 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $3,949 Shares 29,900 Est. Cost Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $3,839 Shares 49,127 Est. Cost $82.15 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $3,777 Shares 173,818 Est. Cost $22.41 Unrealized 0.0%
MP MP MATERIALS CORP 0.1%
Value ($000) $3,662 Shares 150,000 Est. Cost Unrealized
EWY ISHARES INC 0.1%
Value ($000) $3,648 Shares 67,500 Est. Cost $54.04 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $3,632 Shares 43,500 Est. Cost $93.68 Unrealized -9.7%
UNITED STATES STL CORP NEW 0.1%
Value ($000) $3,592 Shares 85,000 Est. Cost Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value ($000) $3,435 Shares 110,100 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $3,395 Shares 46,600 Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $3,383 Shares 12,529 Est. Cost $208.30 Unrealized +23.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $3,282 Shares 78,649 Est. Cost $43.62 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $3,090 Shares 76,400 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $2,618 Shares 15,200 Est. Cost $242.13 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $2,363 Shares 55,000 Est. Cost $50.09 Unrealized -5.7%
Z ZILLOW GROUP INC 0.1%
Value ($000) $2,209 Shares 32,219 Est. Cost $76.43 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $2,188 Shares 2,748 Est. Cost $192.75 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $2,132 Shares 6,464 Est. Cost $351.95 Unrealized 0.0%
CFLT CONFLUENT INC 0.1%
Value ($000) $2,110 Shares 90,000 Est. Cost Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $2,092 Shares 58,391 Est. Cost $43.19 Unrealized 0.0%
SMTC SEMTECH CORP 0.1%
Value ($000) $2,064 Shares 60,000 Est. Cost Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $1,972 Shares 3,147 Est. Cost $682.18 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $1,755 Shares 7,902 Est. Cost $230.77 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1,645 Shares 19,367 Est. Cost $96.48 Unrealized -3.8%
URA GLOBAL X FDS 0.0%
Value ($000) $1,604 Shares 70,000 Est. Cost $22.92 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $1,542 Shares 46,444 Est. Cost $41.08 Unrealized 0.0%
ASHR DBX ETF TR 0.0%
Value ($000) $1,467 Shares 55,200 Est. Cost $26.57 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1,449 Shares 300,000 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1,415 Shares 5,000 Est. Cost $366.85 Unrealized 0.0%
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $1,280 Shares 37,156 Est. Cost $59.84 Unrealized -29.2%
STT STATE STR CORP 0.0%
Value ($000) $1,275 Shares 14,243 Est. Cost $92.75 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $1,272 Shares 34,921 Est. Cost $41.48 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,141 Shares 10,122 Est. Cost $132.56 Unrealized 0.0%
MMSI MERIT MED SYS INC 0.0%
Value ($000) $1,121 Shares 10,600 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $843 Shares 72,526 Est. Cost $14.41 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $817 Shares 5,629 Est. Cost $166.66 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $749 Shares 6,267 Est. Cost $133.97 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $732 Shares 1,950 Est. Cost $405.08 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $644 Shares 4,192 Est. Cost $159.68 Unrealized 0.0%
PSN PARSONS CORP DEL 0.0%
Value ($000) $631 Shares 10,665 Est. Cost $72.41 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $623 Shares 2,200 Est. Cost $366.85 Unrealized 0.0%
SYNA SYNAPTICS INC 0.0%
Value ($000) $599 Shares 9,404 Est. Cost $72.47 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $495 Shares 16,934 Est. Cost $44.89 Unrealized -25.3%
PSX PHILLIPS 66 0.0%
Value ($000) $449 Shares 3,638 Est. Cost $119.26 Unrealized 0.0%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $327 Shares 7,106 Est. Cost $62.17 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $288 Shares 5,926 Est. Cost $48.54 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $252 Shares 2,643 Est. Cost $112.07 Unrealized +1.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $240 Shares 52 Est. Cost $4749.08 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $207 Shares 1,200 Est. Cost $242.13 Unrealized 0.0%